Podcasts about financial planning

As the Retirement Plan Live series wraps up, Roger Whitney shares wisdom from retirees further along the path to help Henry and Lucy think beyond the numbers. Listeners in their 50s, 60s, and 70s reflect on purpose, work, health, money, and joy—offering perspective on what really matters when retiring early. Roger closes with his own observations from decades of coaching, a Smart Sprint focused on learning from others, and listener-submitted words for the year.OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN(00:00) This show is dedicated to helping you not just survive retirement, but to have the confidence to lean in and rock it.(01:33) Two announcements: next month starts a healthcare-before-Medicare series and the listener survey in The Noodle is coming soon.WISDOM FROM RETIREES FURTHER ALONG(03:41) Roger reads listener reflections from retirees further along, sharing lessons on purpose, work, health, flexibility, and building a meaningful retirement.ROGER'S OBSERVATIONS (12:54) Roger shares his observations from decades of coaching on what leads to a fulfilling retirement, including permission, projects, community, service, and avoiding distraction or scarcity thinking.SMART SPRINT(22:12) Identify one challenge you're facing and talk with someone who has already walked that path—before turning to books or the internet.LISTENER WORDS FOR THE YEAR(25:10) Roger shares listener words for the year and the personal meaning behind them.RESOURCESSign up for our next webinar!Submit a Question for RogerSign up for The NoodleThe Retirement Answer Man

What would make a 30-year-old with a corner office, a clear path to CEO, and more money than he ever imagined… walk away from it all?That's the question at the center of this conversation with Daniel Harkavy.Daniel spent his 20s grinding in the mortgage banking world, chasing deals, money, and success. By 30, he was next in line to run the company—but a quiet inner voice told him this wasn't the life he was meant to live. So he walked away.For the last three decades, Daniel has helped high-performing leaders do what this show is all about: build successful businesses without sacrificing their life in the process. As Founder of Building Champions, he's coached CEOs and executive teams at organizations like Chick-fil-A, Pfizer, and Bank of America.We talk about why so many leaders burn out after they scale, how culture and leadership behavior quietly shape everything, and what it really means to do business and life by design.5 of the biggest insights from Daniel Harkavy…#1.) Walking Away Wasn't Quitting, It Was ClarityDaniel walked away at the height of his career because success didn't feel sustainable anymore. A one-year sabbatical forced him to realize that continuing would have meant building a life he didn't want, no matter how successful it looked.#2.) A Smart Approach to Hiring Top PerformersDaniel built his team by intentionally spending time building relationships with his competitors — learning their goals, understanding where they were stuck, and finding ways to help them improve. By genuinely helping competitors grow where they were, he built trust, loyalty, and credibility. And when the time came, people chose him willingly.#3.) Scaling Without Vision Is How Advisors Get StuckA lot of advisors scale because they think they're supposed to. But if the “why” isn't clear, growth just adds complexity, stress, and people problems. Scaling only works when you're being pulled forward by a clear vision — not pushed by ego, comparison, or fear of missing out.#4.) Emotional Volatility Quietly Destroys CultureEmotional blowups cost more than most leaders realize. The energy spent repairing internal damage is energy not spent growing the business. Over time, volatility wears down culture, momentum, and trust, even when intentions are good.#5.) Fear Loses Power When You Zoom OutWhen you really ask, “What's the worst case?” most of the fear driving decisions starts to shrink. Failure is part of building anything meaningful, but it's rarely the disaster we imagine. Perspective changes the weight of decisions and helps you build with intention instead of fear.SHOW NOTEShttps://bradleyjohnson.com/153FOLLOW 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.TP01255162010 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Financial planner Timothy P. Pope of 360 Aviation Advisors returns to break down 2026 retirement updates that matter to pro pilots. From new Roth catch-up rules to Southwest's bold move on NEC contributions, he digs into the real tax impacts for airline crews. Bonus: comparisons across the majors, advice for CFI's just starting out, and a hangar office update. Listen in and get smarter about your money. Show Notes 0:00 Intro 3:23 What's New: Retirement Considerations 13:26 Southwest Airlines & Carrier Benefits 32:28 Retirement For Younger Pilots 35:29 Financial Planning for Younger Pilots 44:35 Practice Updates: Tax Prep 48:01 Pilots Portfolio Podcast & Final Thoughts Our Sponsors Tim Pope, CFP® — Tim is both a CERTIFIED FINANCIAL PLANNER™ and a pilot. His practice specializes in aviation professionals and aviation 401k plans, helping clients pursue their financial goals by defining them, optimizing resources, and monitoring progress. Click here to learn more. Also check out The Pilot's Portfolio Podcast. Advanced Aircrew Academy — Enables flight operations to fulfill their training needs in the most efficient and affordable way—anywhere, at any time. They provide high-quality training for professional pilots, flight attendants, flight coordinators, maintenance, and line service teams, all delivered via a world-class online system. Click here to learn more. Raven Careers — Helping your career take flight. Raven Careers supports professional pilots with resume prep, interview strategy, and long-term career planning. Whether you're a CFI eyeing your first regional, a captain debating your upgrade path, or a legacy hopeful refining your application, their one-on-one coaching and insider knowledge give you a real advantage. Click here to learn more. The AirComp Calculator™ is business aviation's only online compensation analysis system. It can provide precise compensation ranges for 14 business aviation positions in six aircraft classes at over 50 locations throughout the United States in seconds. Click here to learn more. Vaerus Jet Sales — Vaerus means right, true, and real. Buy or sell an aircraft the right way, with a true partner to make your dream of flight real. Connect with Brooks at Vaerus Jet Sales or learn more about their DC-3 Referral Program. Harvey Watt — Offers the only true Loss of Medical License Insurance available to individuals and small groups. Because Harvey Watt manages most airlines' plans, they can assist you in identifying the right coverage to supplement your airline's plan. Many buy coverage to supplement the loss of retirement benefits while grounded. Click here to learn more. VSL ACE Guide — Your all-in-one pilot training resource. Includes the most up-to-date Airman Certification Standards (ACS) and Practical Test Standards (PTS) for Private, Instrument, Commercial, ATP, CFI, and CFII. 21.Five listeners get a discount on the guide—click here to learn more. ProPilotWorld.com — The premier information and networking resource for professional pilots. Click here to learn more.   Feedback & Contact Have feedback, suggestions, or a great aviation story to share? Email us at info@21fivepodcast.com. Check out our Instagram feed @21FivePodcast for more great content (and our collection of aviation license plates). The statements made in this show are our own opinions and do not reflect, nor were they under any direction of any of our employers.

In this strategic follow-up, Favour Obasi-ike, MBA, MS unveils the powerful, interconnected Microsoft ecosystem and why it's a game-changer for SEO. Move beyond Google and discover how Bing, Perplexity AI, and LinkedIn work together to build your website's authority and visibility in the age of AI search.We delve into the crucial, often-missed strategy for new websites: using Bing Webmaster Tools as a "language bridge" to accelerate Google's recognition of your site. Learn why your website must become your proprietary first-party data asset and how structured content gets cited by platforms like Perplexity.This episode is your roadmap to LLM (Large Language Model) Visibility, providing actionable steps on building trust signals, implementing schema markup, and creating a unified content structure that works across all platforms—not against them.Need to Book An SEO Discovery Call for Advertising or Marketing Services?>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Book a Complimentary SEO Discovery Call with Favour Obasi-Ike⁠>> Visit Work and PLAY Entertainment website to learn about our digital marketing services>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join our exclusive SEO Marketing community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠>> Read SEO Articles>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to the We Don't PLAY Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠>> Purchase Flaev Beatz Beats Online

Join Favour Obasi-ike, MBA, MS for a masterclass on email marketing strategies that actually drive revenue. In this session, Favour breaks down the power of segmented email campaigns, explains the metrics that matter, and shares how to build a website-first content strategy that turns subscribers into customers. Learn how to leverage free tools, automate your email sequences, and create long-term relationships with your audience through strategic, data-driven email marketing ROI.Whether you're just starting with email marketing or looking to optimize your existing campaigns, this episode delivers actionable insights you can implement immediately to boost engagement and generate sustainable revenue.What You'll Learn✓ How to use segmented emails to increase revenue and engagement✓ The difference between click-through rate and click rate (and why it matters)✓ Why your website is the foundation of successful email marketing✓ Google's E-E-A-T framework for creating helpful content✓ How to repurpose one piece of content across multiple channels✓ Which free tools every email marketer should be using✓ The "website-first" content strategy that saves time and builds SEO✓ How to create automated email sequences that work 24/7Top 7 Email Marketing Best Practices1. Use Segmented Emails StrategicallyCreate segments based on subscriber behavior and preferences. Use polls and interactive elements to gather data, then tag links to track which subscribers are interested in which offerings.2. Build a Helpful, Responsive WebsiteYour website should be fast-loading, mobile-friendly, and provide genuine value. Focus on Google's E-E-A-T framework: Experience, Expertise, Authority, and Trust.3. Create Content on Your Website FirstPublish content on your website before sharing on social media. This builds your owned digital assets, improves SEO, and gives you more control over distribution.4. Leverage Email Metrics for Continuous ImprovementTrack who opens, clicks, and takes action. Identify your most engaged subscribers and create VIP segments for them. Use this data to refine your messaging over time.5. Implement Scheduled and Automated Email SequencesSet up automated sequences that trigger based on subscriber actions. Create welcome series, nurture campaigns, and re-engagement flows that work around the clock.6. Repurpose Content Across Multiple FormatsTake one long-form piece and break it into blog posts, social media updates, podcast episodes, videos, and email newsletters. Maximize your content creation efforts.7. Focus on Long-term Relationship BuildingNot everyone opens emails the day you send them. Be consistent with your schedule, provide ongoing value, and build trust over time rather than chasing quick sales.Key Metrics to TrackDeliverability Rate - Percentage of emails reaching subscriber inboxesOpen Rate - Percentage of delivered emails that get openedClick Rate - Percentage of delivered emails with link clicksClick-Through Rate (CTR) - Percentage of opened emails with link clicksConversion Rate - Percentage completing your desired actionPodcast Episode Timestamps[00:00] Episode introduction: Email marketing best practices that earn revenue[00:40] Why segmented emails are the #1 revenue driver[03:06] How to create segments triggered by scheduled emails[03:37] Example: Segmenting by in-person vs. virtual event preferences[06:00] Using polls to understand what your audience really wants[07:00] Revenue starts at the beginning: building systems for MRR[08:00] Click-through rate vs. click rate explained[09:00] Identifying and segmenting your most engaged subscribers[10:00] Tracking email opens and clicks consistently[10:30] Creating VIP segments for highly engaged subscribers[14:00] Re-engaging inactive subscribers through targeted campaigns[15:00] Email deliverability and its impact on revenue[17:00] Understanding spam filters and how to avoid them[18:00] Email authentication: SPF, DKIM, and DMARC[20:00] Real case study: Client ranking page one for competitive keywords[21:42] Technical SEO: indexing, blogs, location pages, schema markup[23:00] Email marketing as direct response marketing[24:00] Why not everyone opens emails immediately (and that's okay)[25:00] Best Practice #1: Have a helpful, responsive website[25:32] Google's E-E-A-T framework: Experience, Expertise, Authority, Trust[26:22] You have less than 10 seconds to make an impression[27:00] The "website-first" content strategy[27:22] Free analytics tools: Google Search Console, GA4, Bing, Microsoft Clarity[28:00] Repurposing one article into multiple content formats[30:00] Maximizing content value through strategic repurposing[32:00] Creating content pillars and topic clusters[33:00] Planning content calendars aligned with email campaigns[35:00] Balancing evergreen content with timely topics[37:00] Creating lead magnets that attract quality subscribers[39:00] A/B testing email subject lines and content[40:00] Overview of popular email marketing platforms[41:00] Mailchimp: features, pricing, and best use cases[42:00] Constant Contact for small businesses and nonprofits[43:00] Brevo (formerly Sendinblue): affordable with SMS capabilities[44:00] HubSpot: comprehensive CRM and marketing automation[45:00] Choosing the right platform for your business needs[46:00] Free tier options and when to upgrade[50:00] Advanced segmentation for e-commerce businesses[51:00] Using behavioral triggers to increase conversions[52:00] Email in omnichannel marketing strategies[53:00] Measuring ROI from email campaigns[54:00] Common email marketing mistakes to avoid[57:00] Recap of key best practices[59:00] Closing remarks and next session announcement[59:29] Tomorrow's topic: Search Engine Marketing & SEO Best Practices (11 AM Central)Tools & Resources MentionedEmail Marketing Platforms: Flodesk >> Sign up and Get 50% OffAnalytics Tools: Google Search Console, Google Analytics (GA4), Bing Webmaster Tools, Microsoft Clarity, Fathom Analytics, Matomo AnalyticsOther Tools: Eventbrite, PinterestSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

If you've ever wondered what's the difference between just saving money versus creating wealth that actually matters, this conversation is for you.   In this episode, I'm joined by Lauren Oschman, founder of Vestia Personal Wealth Advisors, who grew up watching her interventional cardiologist father work incredibly hard while struggling to balance wealth building with being present at home. That experience shaped her entire approach to financial planning, which she now brings to nearly 600 physician families across the country. We're talking about how to identify what actually matters to you financially, the myths that keep high-earning women from taking control of their finances, and why you don't need to have your act together before working with a financial advisor.   Lauren and I discuss what financial advisors actually do beyond managing investments, the difference between saving money and strategically building wealth, and the biggest missed opportunities she sees among high earners. We get into practical strategies around tax planning over your lifetime, contract negotiation, and estate planning. We also talk about green flags and red flags when choosing a financial advisor and why dual physician households need different approaches to tax strategy. Whether you're just starting to think about wealth building or refining your financial strategy, this conversation offers insights and advice you can actually use.   Get full show notes and transcript: www.pointmetofirstclass.com/financial-planning-wealth-building-lauren-oschman   Want to shape the show? Take the Point Me To First Class listener survey and share what you love and want more of!   Eager to learn the secrets of award travel so that you can turn your expenses into unforgettable experiences? Join the Points Made Easy course waitlist here: https://pointmetofirstclass.com/pointsmadeeasy  

Slava shares how he retired early and his whole journey to get there. Enjoy.Want to be a guest? → https://vwo3759x8i7.typeform.com/to/gh00JmnZ–––––––––––––––––––––––––––––The statements provided are from individuals who are not clients of Root Financial Partners, LLC. These individuals were not compensated for their comments, and their views do not necessarily reflect those of Root Financial Partners, LLC. The information shared is for informational purposes only and should not be considered a recommendation or testimonial regarding advisory services.Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

In this insightful episode, Favour Obasi-ike, MBA, MS breaks down the critical differences and essential overlaps between traditional Google SEO and the emerging field of ChatGPT SEO (optimization for AI search). The core distinction is framed as Websites vs. Conversation. While Google prioritizes structured, keyword-optimized websites, AI models like ChatGPT, Perplexity, and Gemini focus on providing direct, conversational answers.Favour Obasi-ike argues that the future of content visibility lies in establishing your website as the central anchor for all content distribution. By consistently linking your website across all platforms (YouTube, LinkedIn, podcasts, etc.), you build the domain authority and citation structure necessary for AI models to trust and cite your content. He emphasizes that AI-driven search is shifting the user experience from "clicking" on a link to "trusting" a direct answer, making the source's authority more critical than ever. The podcast episode concludes with actionable advice on technical SEO, including optimizing for page speed, Core Web Vitals, and formatting content with listicles and tables to be easily digestible by AI.Need to Book An SEO Discovery Call for Advertising or Marketing Services?>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Book a Complimentary SEO Discovery Call with Favour Obasi-Ike⁠>> Visit Work and PLAY Entertainment website to learn about our digital marketing services>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join our exclusive SEO Marketing community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠>> Read SEO Articles>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to the We Don't PLAY Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠>> Purchase Flaev Beatz Beats OnlineKey Episode TakeawaysThe Fundamental Difference: Websites vs. ConversationThe core difference is in the format each search system prioritizes. Google SEO is built around ranking individual websites on search result pages (SERPs) for structured keywords. The user's journey involves clicking through to a website.ChatGPT SEO, on the other hand, is built for a conversational AI interface. The goal is to provide the perfect, direct, and trusted answer within the chat window itself, minimizing the need for a click.The New SEO Ecosystem: LLM VisibilityTo achieve LLM Visibility (Large Language Model Visibility), you must understand that search is now split between two major ecosystems.The Google/OpenAI ecosystem includes Google search, ChatGPT (using the Atlas Browser), and the associated platform, YouTube.The Microsoft/Perplexity ecosystem includes the Perplexity AI platform (using the Comet Browser) and the associated Microsoft-owned platform, LinkedIn.Actionable Steps for 2026 SEO StrategyEstablish Your Anchor: Your website must be the central hub for all your content.Distribute Your Authority: Place your website link on every third-party platform (social media, podcast directories, video descriptions).Optimize for Speed: Prioritize Core Web Vitals and page speed for both mobile and desktop to ensure a positive user experience, which Google rewards.Format for AI: Structure your content using tables, listicles, and concise, keyword-rich formatsto make it easy for AI models to extract and cite direct answers.Build Trust, Not Just Clicks: Focus on building long-term trust and authority with search engines through consistent, high-quality, and structured content.Episode Timestamps[00:00] Introduction: Google SEO vs. ChatGPT SEO, Optimization Showdown.[00:30] Defining the core difference: Google focuses on websites, ChatGPT focuses on conversation.[01:33] The connection: ChatGPT Atlas (browser) citing YouTube (owned by Google).[03:52] The goal: Use your website as an anchor for content distribution.[04:02] Understanding LLM Visibility (Large Language Model Visibility).[04:28] The emerging AI browser landscape: ChatGPT Atlas, Perplexity Comet, and the upcoming Google Disco.[05:30] The two major ecosystems: Google/YouTube/ChatGPT vs. Microsoft/LinkedIn/Perplexity.[06:15] The importance of checking your business's citations with "Google Learn About."[06:56] AI's focus on directness and specificity in answers (Siri, Alexa, etc.).[08:00] The shift from "click" to "trust" in AI-driven search results.[09:00] Why a strong website domain authority is crucial for AI citation.[10:00] The concept of "AI-friendly" content and the need for listicles and tables.[11:00] The future of search: AI-driven answers vs. traditional links.[12:00] The importance of structured data and schema for AI.[13:00] The difference between a website and a social media profile.[14:00] The need for a content mix (audio, video, text, image).[15:00] The role of a website in the new SEO ecosystem.[16:00] The power of a website's domain authority.[17:00] The shift from "click" to "trust" in AI-driven search.[18:00] The importance of technical SEO: Page Speed and Core Web Vitals.[19:00] How to build content that is easy to read and digest.[20:00] The value of brand citations and authority.[21:00] The long-term benefit of placing your website everywhere.[22:00] Final call to action: Check if your content is in table and listicle formats.[23:00] The power of tactics, strategy, and timing in SEO.[24:00] Conclusion: Build structure and trust with search engines, as they are "talking to each other."See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this comprehensive session, Favour Obasi-ike, MBA, MS explores the strategic nuances of email marketing. The discussion transcends basic sales tactics, positioning email as a foundational pillar for business documentation, professional credibility, and high-impact communication. Favour emphasizes that while social media platforms often dominate the marketing conversation, email remains a superior channel for conversion and long-term relationship building. The session provides a detailed roadmap for entrepreneurs and developers alike, covering technical infrastructure, audience psychology, and the necessity of intentional engagement.Strategic Insights and Market ComparisonsThe conversation highlights a stark contrast between the ephemeral nature of social media and the enduring impact of email marketing. Favour notes that social media conversion rates typically languish below 1%, whereas search engine optimization (SEO) and email marketing can achieve conversion rates ranging from 16% to over 33%. This discrepancy is attributed to the "currency" of email: the exclusive time and attention granted by the recipient. 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Favour introduces Google Postmaster as an essential tool for monitoring domain health and ensuring that communications are not flagged as spam. The technical setup involves a rigorous configuration of DNS records, including MX, SPF, and DKIM, which serve as the digital credentials for a legitimate sender. Furthermore, the discussion touches upon the physical properties of an email, such as file size and font optimization, which can inadvertently trigger spam filters if not managed correctly.| Technical Component | Purpose | Best Practice || Google Postmaster| Domain Health Monitoring | Regularly check [postmaster.google.com](https://postmaster.google.com). || MX, SPF, DKIM | Authentication & Compliance | Ensure all DNS records are correctly configured. || List Hygiene | Deliverability Maintenance | Clean the list after every campaign to remove bounces. || Email Size| Spam Prevention | Use standard fonts (16px-20px) to keep file sizes low. || Segmentation| Engagement Tracking | Group audiences by behavior or interest for targeted messaging. |Content Strategy and Audience EngagementFavour and his guests, including the developer Ifeanyi, discuss the shift toward more sophisticated, developer-friendly tools like Resend, which allow for scalable, code-driven email templates. The consensus is that modern audiences do not "read" in the traditional sense; instead, they "skim" for value. Consequently, the use of listicles, bullet points, and concise subject lines is paramount.A professional subject line should ideally be limited to three or four words to avoid appearing "junior," while the preview text should be leveraged to provide the necessary context that encourages a click.The session concludes with a call for intentionality in marketing. Favour suggests a "Want vs. Need" framework: use the subject line to address what the audience *wants* (immediate value or curiosity), and use the body of the email to deliver what they *need* (tutorials, case studies, or interactive elements like polls). This approach ensures that the communication is not just seen, but acted upon.Podcast Episode Timestamps[00:00] – Introduction to the role of email in documentation and professional communication.[01:03] – Favour Obasi-ike's background in intellectual property and search engine marketing.[02:35] – Comparative analysis of conversion rates across social media, SEO, and email.[04:50] – Technical requirements for deliverability: Google Postmaster and MX record configuration.[06:16] – Reflections on the "We Don't PLAY™️" podcast and Favour's six-year tenure on Clubhouse.[22:37] – The impact of font selection and email file size on technical deliverability.[23:53] – Strategies for audience segmentation and the importance of reviewing engagement analytics.[24:26] – Managing hard and soft bounces through consistent list hygiene.[28:44] – Guest contribution from Ifeanyi on using "Resend" and React for scalable email infrastructure.[45:20] – Timing strategies: Measuring audience activity windows for optimal email delivery.[46:25] – The psychology of subject lines: Why brevity (3-4 words) signals professional maturity.[47:43] – The "Want vs. Need" framework for content delivery and engagement.[49:36] – Utilizing polls for market research: A case study on Google vs. Perplexity preferences.[52:02] – The efficacy of listicles and skimming-friendly formats in modern digital communication.About Favour Obasi-ikeFavour Obasi-ike is a prominent business consultant and entrepreneur specializing in helping creators and business owners secure their intellectual property through search engine marketing, Pinterest, and podcasting. He is the host of the "We Don't PLAY™️" podcast, a long-running series with over 610+ episodes spanning seven years.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this insightful session, Favour Obasi-ike, MBA, MS, a seasoned marketing expert, delves into the intricacies of launching and sustaining a profitable podcast. This episode is a goldmine for anyone looking to move beyond just creating content and build a podcast that generates both impact and income. Favour breaks down the essential strategies for creating a podcast that stands out and delivers tangible results.This session is a must-listen for aspiring and current podcasters who want to understand the business of podcasting. Favour provides a clear roadmap for building a strong foundation for your podcast, from establishing a web presence to leveraging SEO for discoverability. If you're ready to take your podcast to the next level, this episode is packed with actionable advice and expert insights.Need to Book An SEO Discovery Call for Advertising or Marketing Services?>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Book a Complimentary SEO Discovery Call with Favour Obasi-Ike⁠>> Visit Work and PLAY Entertainment website to learn about our digital marketing services>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join our exclusive SEO Marketing community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠>> Read SEO Articles>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to the We Don't PLAY Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠>> Purchase Flaev Beatz Beats OnlineIn this episode, you'll learn:[03:34] The foundational idea behind a profitable podcast: impact.[05:34] Why your podcast needs its own website and domain.[08:00] The importance of email capture for building a direct relationship with your audience.[10:10] How to think of your podcast as a separate entity from your main business.[11:06] The concept of creating and building capacity for your podcast.[14:00] How to create a content bank and repurpose your podcast content.[20:01] The significance of SEO in podcasting and how to optimize your show notes.[30:04] How to use your podcast to build a community and generate leads.[39:15] The power of anchor text and how to use it to drive traffic to your website.[43:21] The importance of choosing the right genre and categories for your podcast.[50:00] How to create a content strategy that aligns with your business goals.[59:01] The value of guesting on other podcasts to expand your reach.[01:05:00] How to use your podcast to build a personal brand and establish yourself as an expert in your niche.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

After a powerful run in the markets, many investors are asking whether the stock market is too hot and what that means for their portfolio. In this episode of the Wise Money Show, we break down recent market performance, valuations, volatility, and the key forces driving stocks today, including AI, interest rates, and global diversification. You'll learn how to think about risk, rebalancing, and staying disciplined when markets are near record highs to have confidence for the year ahead.  Season 11, Episode 23 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://pod.link/1040619718   Watch this episode on YouTube: 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.

Dividend Growth: The Quiet Engine of Wealth Dividend growth investing sounds simple, but doing it well for decades is not. Markets get noisy. Numbers get confusing. That's why we wrote Dividend Growth: The Quiet Engine of Wealth—a practical guide to building a framework you can stick with when things get uncomfortable. You can get a free copy here. Plus, join our market newsletter for more on dividend growth investing. ________ If you could only look at one number to judge whether a dividend can keep growing for decades, what would it be?In this episode, we strip investing back to first principles. Greg talks about why investors get overwhelmed with data and how focusing on the wrong metrics can quietly lead you off track. Using a simple hot dog stand analogy, he explains why familiar numbers like return on equity (ROE) and return on assets (ROA) can distort reality, especially when leverage enters the picture.From there, he introduces return on invested capital (ROIC) and shows why it does a better job connecting business quality to long-term dividend growth. Later, Greg addresses what ROIC can't tell you and why context always matters. Along the way, he walks through real-world examples, including Kraft Heinz ($KHC), Southern Company ($SO), Williams-Sonoma ($WSM), and Microsoft ($MSFT), to show how capital allocation decisions compound over time. [00:11] Introduction[02:50] Information overload and the danger of focusing on the wrong numbers[04:40] The hot dog stand: ROA vs. ROE and the role of leverage[08:15] Why both ROA and ROE can mislead dividend investors[09:35] Return on invested capital (ROIC) explained in plain English[13:30] ROIC, cost of capital, and long-term value creation[14:55] Case study: Kraft Heinz and why high yield can be a trap[18:30] Case study: Southern Company and when low returns still “work”[22:10] Case study: Williams-Sonoma and disciplined capital allocation[24:55] Case study: Microsoft and the power of long-term compounding[29:10] The limits of ROIC and why incremental returns matter[31:25] Final takeaway: one number, long time horizons, evolving businessesSend us a textDisclaimer: Past performance does not guarantee future results. This episode is for educational purposes only and is not investment advice. If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review RESOURCES: Schedule a meeting with us -> Financial Planning & Portfolio Management Getting into the weeds -> DCM Investment Reports & Models Visit our website to learn more about our investment strategy and wealth management services. Follow us on:Instagram | Facebook | LinkedIn | X

Most people think the hardest part of legacy planning is legal documents, estate taxes, or complex strategies. In reality, the most difficult part is much simpler—and more uncomfortable: starting the conversation. Richard Rosso and Jonathan McCarty discuss why these conversations are so difficult, why avoiding them creates greater risk for families...and offer a starting point solution. 0:00 INTRO 0:19 - Punxsutawny Ted Cruz & Texas Winters 1:47 - The Hardest Part About Legacy Planning 3:20 - When You Have Kids... 5:57 - The Basics of Health Directives 7:25 - The Five Wishes process 10:25 - Wish-1 - Who Makes Healthcare Decisions for You? 14:29 - Wish-2 - What Kind of Care? 17:10 - Organ Donation & EOL Planning 20:45 - Wish-3 - How Comfortable to You Want to Be? 21:28 - Wish-4 - How Do You Want People to Treat You? 23:15 - Wish-5 - What I Want Loved-ones to Know 25:43 - A Wealth of Knowledge at AgingWithDignity.org 29:03 - How to Have The Conversation 33:57 - Do Trust or Not to Trust? 36:16 - YouTube Chatroom Comments Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Investment Advisor, Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=D4roSFzE3Ww&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Watch our previous show, "It's Q&A Day — and (almost) anything goes" here: https://www.youtube.com/live/jFDHVzdwNdo -------- The latest installment of our new feature, Before the Bell, "Markets Stall at Resistance - Volatility Ahead?" is here: https://www.youtube.com/watch?v=8EviI_k5gb8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- 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 #EstatePlanning #FamilyConversations #FinancialEducation #LifePlanning #FiveWishes

In this episode, Libby Greiwe shares a practical perspective on using AI in your advisory practice without sacrificing authenticity

Most people think the hardest part of legacy planning is legal documents, estate taxes, or complex strategies. In reality, the most difficult part is much simpler—and more uncomfortable: starting the conversation. Richard Rosso and Jonathan McCarty discuss why these conversations are so difficult, why avoiding them creates greater risk for families...and offer a starting point solution. 0:00 INTRO 0:19 - Punxsutawny Ted Cruz & Texas Winters 1:47 - The Hardest Part About Legacy Planning 3:20 - When You Have Kids... 5:57 - The Basics of Health Directives 7:25 - The Five Wishes process 10:25 - Wish-1 - Who Makes Healthcare Decisions for You? 14:29 - Wish-2 - What Kind of Care? 17:10 - Organ Donation & EOL Planning 20:45 - Wish-3 - How Comfortable to You Want to Be? 21:28 - Wish-4 - How Do You Want People to Treat You? 23:15 - Wish-5 - What I Want Loved-ones to Know 25:43 - A Wealth of Knowledge at AgingWithDignity.org 29:03 - How to Have The Conversation 33:57 - Do Trust or Not to Trust? 36:16 - YouTube Chatroom Comments Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Investment Advisor, Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=D4roSFzE3Ww&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Watch our previous show, "It's Q&A Day — and (almost) anything goes" here: https://www.youtube.com/live/jFDHVzdwNdo -------- The latest installment of our new feature, Before the Bell, "Markets Stall at Resistance - Volatility Ahead?" is here: https://www.youtube.com/watch?v=8EviI_k5gb8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- 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 #EstatePlanning #FamilyConversations #FinancialEducation #LifePlanning #FiveWishes

Send us a textIn this episode of College Knowledge, hosts Dave Kozak and Joe Kerns are joined by Tim Griesdorn, Ph.D., an associate professor of finance, for a practical conversation on optimizing college financial planning.Dr. Griesdorn shares his personal journey from growing up in poverty to building a career in academia, offering a perspective on how students and families can make more informed financial decisions about higher education. The discussion explores key topics such as dependent vs. independent student status, the role of mentorship, early planning strategies, and how graduation and retention rates factor into long-term value.The episode also highlights the importance of personal financial management education and finding the right financial, academic, and social fit when choosing a college. Parents and students alike will walk away with actionable insights to navigate the college cost landscape more confidently and strategically. Video Version of Podcast YouTube:The College Knowledge PodcastFollow us on social media:InstagramFacebookLinkedInVisit us online:The College Knowledge Podcast WebsiteElite Collegiate Planning

Show highlights include:  -Why focusing only on upfront payouts can leave money on the table.-How growth-minded advisors evaluate leadership, technology, and firm culture.-What truly separates firms that say they help you grow from those that actually do.-Why due diligence matters more than most advisors realize.-The importance of viewing your firm as a long-term partner, not a temporary stop.If you're considering a move - or even thinking about your future trajectory - this episode will challenge you to rethink what success really looks like and how to avoid costly mistakes along the way.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 of the Jon Sanchez Show, hosts Jon Sanchez and Jason Gaunt discuss the latest market movements, economic updates, and provide a comprehensive financial checklist for individuals over 50. They emphasize the importance of having a written retirement income plan, tax diversification strategies, and healthcare planning, particularly in light of potential market downturns. The conversation highlights the need for proactive financial management and planning to ensure a secure retirement.The Jon Sanchez Show is a service of Sanchez Gaunt Capital Management, LLC in Reno, Nevada.Learn more about our services: https://www.sanchezgaunt.com/our-processChapters00:00 Market Overview and Initial Reactions02:22 Understanding Market Movements and Economic Factors05:26 The Importance of Financial Planning for Those Over 5008:03 Key Market Catalysts and Their Impact10:53 Analyzing Market Trends and Future Predictions11:56 Financial Checklist for Retirement Planning18:46 Technical Difficulties and Equipment Setup19:15 Financial Checklist for Retirement23:36 Healthcare and Medicare Planning26:15 Long-Term Care Insurance Strategies29:33 Market Downturn Stress Testing32:58 Estate Planning and Emergency Liquidity33:29 Disclaimer

In this episode of the “Always On Podcast,” host Duncan McPherson sits down with Roger Silk, the CEO and co-founder of Sterling Foundation Management. They discuss the evolving role of financial advisors and the increasingly complex needs of high-net-worth clients. As financial landscapes shift, advisors must adapt to new challenges and opportunities, particularly when it comes to managing significant liquidity events. Roger Silk shares his expertise on asset diversification trusts, a powerful tool that allows clients to sell appreciated assets without incurring capital gains tax. This episode highlights the importance of proactive planning and the strategic value of long-term partnerships between financial advisors and their clients. Key highlights include: The role of asset diversification trusts in tax-efficient asset management. The necessity of early planning for liquidity events to maximize client benefits. Strategies for financial advisors to strengthen client relationships through collaboration. Insights into leveraging philanthropic solutions for wealth preservation and growth. Tune in and discover the insights needed to become trusted partners in their clients’ financial journeys, ensuring both immediate and long-term success. Promotions: Pareto Systems AI Coaching Program – Use promo code AlwaysOn20 for 20% for a limited time! Pareto Systems: Turnkey Advisor Membership Connect With Duncan MacPherson: Website: ParetoSystems.com Toll Free: 1.866.593.8020 Learn More: Schedule a Call LinkedIn: Duncan MacPherson Connect With Roger Silk, Ph.D.: LinkedIn: Roger Silk Website: SterlingFoundations.com Podcast: Sterling Insights About Our Guest: Roger D. Silk, Ph.D. , is the CEO of Sterling Foundation Management, LLC and President of Lifetime Perspectives, Inc. Dr. Silk is widely recognized as a leading expert and innovator in the emerging field at the intersection of finance and philanthropy. Dr. Silk has more than three decades of experience working with and advising wealthy clients, high net worth families, and the advisors who work with them on a variety of issues ranging from the use of private foundations to the integration of sophisticated charitable planning into multi-generational estate plans. He has worked with numerous investment, accounting, financial planning, and legal professionals to educate them, their firms, and their clients about the benefits and characteristics of a full suite of solutions, entities and planning tools. Dr. Silk is the author of several books, including The Investor's Dilemma Decoded (Wiley, 2024), Managing Foundations and Charitable Trusts (Bloomberg Press, 2011), Creating a Private Foundation (Bloomberg Press, 2003), and Politicians Spend, We Pay (Sterling Lifetime Press, 2022). He has published dozens of articles that have appeared in periodicals such as Estate Planning, Philanthropy, the Journal of Financial Planning and Trusts & Estates. He has spoken to audiences around the country on the types and uses of charitable entities, and he frequently conducts educational seminars for financial professionals focusing on integrating the full suite of charitable entities into the financial planning process. Prior to co-founding Sterling, Dr. Silk was a Treasury officer at the World Bank, where he was responsible for a multi-billion-dollar repo portfolio. Dr. Silk holds a Ph.D. and an M.A. in Applied Economics from Stanford University, as well as a B.A. in Economics (with distinction). He earned his CFA in 1990.

As the Retirement Plan Live case study continues, Roger Whitney helps Henry and Lucy move from dreaming to feasibility, organizing the real financial resources available to support an early retirement in their 40s. This episode centers on trade-offs, confidence, and the reality of giving up earned income decades early. Roger and the couple walk through income assumptions, assets, and risk tolerance before closing with listener advice, a Smart Sprint, and words for the year.OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN(00:00) This show is dedicated to helping you not just survive retirement, but to have the confidence and comfort to lean in and rock retirement.(00:27) Roger introduces Week 3 of the Retirement Plan Live case study with Henry and Lucy.(02:15) What are Henry and Lucy giving up to retire early?RETIREMENT PLAN LIVE(05:00) Roger asks Henry and Lucy if they pick a word of the year.(06:05) Henry and Lucy reflect on why retiring even one year earlier feels uncomfortable without proof.(10:50) Review of Social Security assumptions and why it's excluded from their base plan.(14:13) Confirmation that the plan assumes no earned income after retirement.(20:40) Overview of after-tax assets, cash buckets, and sinking funds.(26:20) Review of retirement accounts, savings rates, and long-term strategy.(31:30) Home equity, college savings, and inheritance assumptions.(33:40) Clarifying the goal for the after-tax bridge bucket.ADVICE FROM A RETIREE(38:39) Listener Bonnie shares an alternative approach using sabbaticals and flexible work.(41:10) Roger reflects on optionality, skill relevance, and maintaining professional networks.SMART SPRINT(42:30) Roger encourages listeners to organize or update their net worth statement.WORD FOR THE YEAR(43:40) Listener Alex shares his word for the year: Healing.(45:10) Listener Valerie shares her word for the year: Minimize.REFERENCESSign up for our next webinar!Submit a Question for RogerSign up for The NoodleThe Retirement Answer Man

In this episode, I sit down with Triad members Matt Dixon and Byron Hurren to break down how True North evolved from a founder-led advisory firm into a scalable, system-driven business.Just a few years ago, Matt was still running client appointments, and growth flowed almost entirely through him. Byron was another advisor on the team, trying to keep up inside a model that relied heavily on individual talent. Today, Matt is fully out of client meetings, Byron is leading and training a five-person sales team, and the firm is pacing for over $200M in new assets this year.We unpack exactly what changed — how they replaced personality-driven selling with a repeatable sales process, why conversations are replicated nearly word-for-word, and how training, accountability, and culture turned individual production into firm-wide scale. This episode is a clear look at what it actually takes to grow beyond the founder without losing control of the business. 3 of the biggest insights from Matt Dixon & Byron Hurren… #1.) Scaling Requires One Process, Not Multiple StylesTrue North didn't grow by hiring more talented closers. They grew by eliminating variation. Once every advisor followed the same repeatable process, results became predictable, coachable, and scalable. #2.) Selling the Plan Changed EverythingThe shift from pitching products to selling an ongoing planning process created clarity for clients and confidence for advisors. Planning became the product, and the team became the value. #3.) Accountability Is the Growth MultiplierWeekly training, recorded meetings, and direct feedback created a culture where improvement was non-negotiable. Advisors either followed the process or self-selected out.SHOW NOTEShttps://bradleyjohnson.com/152FOLLOW 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.

Are you ready to take your podcast from a passion project to a monetization-based international business advertising/marketing tool? In this comprehensive episode, host Favour Obasi-ike, MBA, MS delivers an in-depth masterclass on leveraging podcast SEO and monetization strategies for international business growth. This session is the final installment in a series focused on helping podcasters and business owners build sustainable, globally-reaching content strategies.Favour explores the critical intersection of podcasting, search engine optimization, and international business development. The episode covers essential topics including multilingual content localization, performance benchmarks, download metrics, and how to position podcasts for passive monetization through advertising networks.Key highlights include real-world success stories from clients who have transformed their podcasts into powerful SEO assets, including a case study of turning 50 podcast episodes into 50 optimized blog posts that now rank on Google's AI-powered search results. Favour also demonstrates how his own podcast appears in Google's featured snippets and AI mode results, providing concrete proof of the strategies discussed.The episode features interactive discussions with community members Juliana, Celeste, and others who share their own experiences with SEO implementation, AI optimization (AIO), and the tangible business results they've achieved. Juliana shares an exciting success story about landing a major client through Google Gemini recommendations, directly attributable to SEO work completed three years prior with FavourThis episode is essential listening for podcasters, content creators, coaches, consultants, and international business owners who want to understand how to build long-term digital assets, increase discoverability across global markets, and create multiple revenue streams through strategic content optimization.Need to Book An SEO Discovery Call for Advertising or Marketing Services?>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Book a Complimentary SEO Discovery Call with Favour Obasi-Ike⁠>> Visit Work and PLAY Entertainment website to learn about our digital marketing services>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join our exclusive SEO Marketing community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠>> Read SEO Articles>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to the We Don't PLAY Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠>> Purchase Flaev Beatz Beats OnlineWhat You'll Learn:International SEO Fundamentals: How to optimize your podcast content for multiple languages, regions, and search engines (Google.com, Google.co.uk, and beyond).Monetization Metrics That Matter: Understanding downloads vs. unique listeners, 7-day and 30-day performance benchmarks, and what advertising networks look for.Multilingual Content Strategy: Leveraging localization and translation features to expand your audience across different cultures and languages.Podcast-to-Blog Conversion: The proven method of turning podcast episodes into SEO-optimized blog posts that rank on Google and drive traffic back to your audio content.AI Optimization (AIO): How to position your content to appear in Google's AI mode, featured snippets, and AI-powered recommendation engines like Google Gemini.Real Results: Case studies including a client whose emotional coaching podcast now ranks on Google, and a CPA who landed a major client through Gemini AI recommendations.Long-Term Asset Building: Why SEO is a marathon, not a sprint, and how work done today pays dividends for years to come.Detailed Episode TimestampsIntroduction & Overview (00:00 - 05:55) 00:00 - 00:13: Episode title: "Podcast SEO Monetization for International Businesses". 00:13 - 00:45: Welcome and call to subscribe to We Don't Play Podcast. 00:45 - 01:27: Overview: International business connections through podcasting. 01:27 - 02:31: Performance benchmarks: Downloads vs. unique listeners, measuring success. 02:31 - 03:33: Building sustainable growth and niche dominance. 03:33 - 04:48: Multilingual content and localization strategies. 04:48 - 05:55: International perspective: Moving beyond regional thinking.International SEO Strategy (05:55 - 10:03) 05:55 - 06:58: Analytics insights: Tracking international audience growth. 06:58 - 08:04: Case study introduction: Client success with emotional coaching podcast. 08:04 - 09:09: Turning 50 podcast episodes into 50 SEO-optimized blogs. 09:09 - 10:03: Podcast-to-blog strategy and long-term asset building.Content Conversion & Client Success Stories (10:03 - 15:00) 10:03 - 11:00: Amazon book-to-podcast conversion strategy. 11:00 - 12:00: Passive vs. active content consumption patterns. 12:00 - 13:00: Multi-platform distribution: Spotify, Apple Podcasts, YouTube. 13:00 - 14:00: Clubhouse as a content creation and community building platform. 14:00 - 15:00: Real-time engagement and relationship building.Technical SEO Implementation (15:00 - 20:00) 15:00 - 16:00: Search engine algorithms and content discoverability. 16:00 - 17:00: Metadata optimization for podcasts. 17:00 - 18:00: Location-specific SEO strategies. 18:00 - 19:00: Building booking systems and conversion pathways. 19:00 - 20:00: Creating "red carpet" experiences for potential clients.Monetization Strategies (20:00 - 25:00) 20:00 - 21:00: Advertising network requirements and download thresholds. 21:00 - 22:00: Passive income through podcast monetization. 22:00 - 23:00: Building credibility through consistent content. 23:00 - 24:00: Long-term revenue stream development. 24:00 - 25:00: International market opportunities.Community Engagement & Live Discussion (25:00 - 30:00) 25:00 - 26:22: Community building on Clubhouse since 2020. 26:22 - 27:40: Prayer and intentionality in content creation. 27:40 - 28:40: Daily room commitment and audience engagement. 28:40 - 29:19: Juliana's Success Story: Landing a major CPA client through Google Gemini. 29:19 - 30:00: AI Optimization (AIO) and its importance.AI-Powered Search Results (30:00 - 35:00) 30:00 - 31:11: SEO as a long-term investment: Results from work done 3 years ago. 31:11 - 32:30: Live Demonstration: Host's podcast appearing in Google AI mode with timestamp references. 32:30 - 33:50: Dual focus: Local search dominance + global revenue streams. 33:50 - 34:30: International markets and currency considerations (Shopify example). 34:30 - 35:00: Technical factors: IP address, API, LLM, search history.Actionable Strategies & Takeaways (35:00 - 39:07) 35:00 - 35:50: Being intentional about topics of interest. 35:50 - 36:20: Importance of independent research and validation. 36:20 - 37:18: Celeste's Reflection: Community value and 2026 goals. 37:18 - 38:00: Top 3 priorities: Booking system, financial management, business structure. 38:00 - 38:46: Encouragement and resources for implementation. 38:46 - 39:07: Closing remarks and invitation to daily rooms.This episode is perfect for:Podcasters looking to monetize their content.International business owners seeking global visibility.Coaches and consultants building authority online.Content creators wanting to maximize their reach.Marketers interested in AI optimization strategies.Episode Tags/KeywordsPodcast SEO, International Business, Podcast Monetization, Multilingual Content, Content Localization, AI Optimization, AIO, Google Gemini, Featured Snippets, Download Metrics, Passive Income, Content Repurposing, Blog Strategy, Digital Marketing, Search Engine Optimization, Global Revenue Streams, Podcast Analytics, Advertising Networks, Authority Building, Long-term Strategy, Clubhouse Marketing, Community Building, Business Growth, Online Visibility, International Markets.Target AudiencePodcasters seeking monetization strategies.International business owners.Digital marketers and SEO professionals.Coaches and consultants.Content creators and influencers.Entrepreneurs building online presence.Small business owners expanding globally.Marketing professionals learning AI optimization.Anyone interested in passive income through content.This episode is part of the We Don't PLAY!™️ Podcast series, hosted by Favour Obasi-Ike, focusing on practical digital marketing strategies for business growth.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Combining a business with a podcast creates a powerful "win-win" scenario for national brands. This episode, Favour Obasi-ike, MBA, MS unpacks how to transform your podcast from a simple communication channel into a strategic, long-term business asset. The core mission is to educate and inform your audience with valuable content that builds authority and keeps them returning. By focusing on foundational SEO, strategic content creation, and data-driven analytics, businesses can create evergreen assets that drive monetization. This approach shifts the focus from fleeting social media metrics to lasting search intent, ensuring your content serves your audience precisely when they need it, paving the way for profitable growth through advertisements, sponsorships, and subscriptions.Host Information & ResourcesReady to apply these strategies to your business? Visit playinc.online or click the link in the show description to schedule a complimentary 30-minute website audit.Favour will personally send you a recording of the audit, showing you what's happening from the outside looking in, and provide actionable next steps.Need to Book An SEO Discovery Call for Advertising or Marketing Services?>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Book a Complimentary SEO Discovery Call with Favour Obasi-Ike⁠>> Visit Work and PLAY Entertainment website to learn about our digital marketing services>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join our exclusive SEO Marketing community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠>> Read SEO Articles>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to the We Don't PLAY Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠>> Purchase Flaev Beatz Beats Online--------------------------------------------------------------------------------Key Topics & Timestamps1. [00:00] Introduction: The Power of Podcasting for BusinessesThis session is the third installment in a comprehensive series exploring podcasting strategies for local, regional, national, and international businesses. The central argument is that a podcast is more than just a marketing tool; when paired with a business, it becomes a win-win engine for growth. The fundamental mission of any business podcast is to educate and inform its audience, providing value that fosters loyalty and repeat engagement. However, before a business can effectively monetize its content, it must first establish a solid, discoverable presence within the vast podcasting ecosystem.2. [02:15] Foundational SEO: Is Your Podcast Discoverable?Monetization is impossible if your target audience cannot find your show. The first and most critical step for any business podcaster is to verify that their show is listed and discoverable across the podcast ecosystem. This foundational presence is the bedrock upon which all growth and revenue strategies are built. You can use the following free tools to check your podcast's visibility:• pod.link• ivy.fm• listennotes.comOnce you've confirmed your podcast is registered and accessible, you can begin to implement the core monetization strategies that this discoverability enables.3. [04:30] Three Pillars of Monetization: An OverviewThe world of podcast monetization can be complex and overwhelming. To simplify the process, this episode focuses on three primary methods that form the foundation of a sustainable revenue strategy. By understanding these core pillars, you can choose the path that best aligns with your business goals and audience. The three monetization models are:1. Advertisements2. Sponsorships3. SubscriptionsThe effectiveness of these strategies is often determined by a crucial technical decision made at the very beginning of the podcasting journey: the choice of a hosting platform.4. [06:00] Strategic Decision 1: Choosing Your Hosting PlatformSelecting a podcast host is not merely a technical detail; it is a strategic business decision that directly impacts your ability to generate revenue. It is crucial to choose a platform that is IAB (Interactive Advertising Bureau) certified, as this is often a prerequisite for receiving ads from major networks. Your hosting platform manages your RSS (Really Simple Syndication) feed, which is the technology responsible for distributing your episodes to directories like Apple Podcasts and Spotify. This RSS feed is the gateway to monetization, and it contains a surprisingly powerful and often overlooked setting that directly impacts your national reach: the language selection.5. [08:45] The Underrated National SEO Tactic: Language SelectionSmall technical settings can have an outsized impact on audience reach, and the language selection within your RSS feed is a prime example for national businesses. Correctly setting your podcast's language codec is a powerful and underrated SEO tactic. For a national business operating in the United States, for instance, setting the language to English, United States signals to algorithms that your content is specifically relevant to that national audience. This simple choice places your show "within that bracket in the algorithm," because as the speaker emphasizes, "nation and language go together."6. [12:10] The 2026 Strategy: From Fleeting Reach to Lasting IntentIn a world of short-term social media metrics, the key to long-term success is building durable, evergreen assets. While a social media post can become "obsolete tomorrow," a podcast episode focused on search intent can serve an audience for years to come. The strategic goal for 2026 and beyond is to shift focus from impressions and reach to intent. As illustrated by the "how to tie a tie" analogy, intent-driven content provides a solution at the exact moment a person needs it, creating a powerful and valuable connection that builds trust and authority.7. [15:30] Data-Driven Monetization: Using Analytics to Find OpportunityMonetization should never be based on guesswork. Podcast analytics provide the data necessary to uncover specific, actionable opportunities within your listener base. By analyzing your listener data, a national business can move from broad assumptions to targeted strategies. Your analytics can answer critical questions like:• Which are the top 5 cities listening to your show?• Which states, zip codes, counties, or districts have the most listeners?• What day of the week and time of day generate the most engagement?This data is invaluable. It allows a business to strategically partner with influencers in high-engagement cities, target sponsorships to specific regions, or schedule episode releases for maximum impact, turning insights into income.8. [18:00] Monetization Models In-Depth: Profit vs. AccessibilityThe best monetization model depends on your business's goals, specifically the balance between maximizing audience access and maximizing profit margins. Each of the three primary models offers a different trade-off. While a business can choose any model, they can also be viewed as a strategic progression: using advertisements to build broad awareness, leveraging that audience for targeted sponsorships, and finally converting the most dedicated listeners into high-value subscribers.Advertisements• Accessibility: High• Profit: Low• CPM: ~$10 - $30• Analysis: This model is ideal for building broad brand awareness. While direct profit is lower, the high accessibility generates significant activity and gets your brand name in front of the largest possible audience.Sponsorships• Accessibility: Low• Profit: Moderate• CPM: ~$25 - $50 (with rates around 40−50 being for highly targeted, premium placements)• Analysis: Sponsorships are more targeted and context-driven, focusing on a specific audience or niche. Because the partnership is more direct and relevant to the listener, the profit potential is higher than with general advertisements.Subscriptions• Accessibility: Varies (requires a private offering)• Profit: High potential• Mechanism: This model is typically executed by offering exclusive bonus content through a private RSS feed, which is separate from the public feed that distributes to apps like Apple and Spotify. A subscription can unlock access to a private community, a members-only forum, a swag bag, or exclusive meetups, creating a high-value offering for your most dedicated listeners.9. [24:00] Content in Action: Podcast Formats & SEO ChecklistSuccessful podcasting requires a deliberate approach to both the creative format of your content and the technical SEO that ensures it gets discovered. Mastering these elements will position your podcast for maximum impact and growth.Podcast Formats to Consider: ◦ Solo (Monologue) ◦ Interview ◦ Co-host ◦ Roundtable (three or more people) ◦ Theme / FacelessEssential Podcast SEO Checklist: ◦ Podcast Title ◦ Author Name ◦ Podcast Description ◦ Episode Title ◦ Episode Description ◦ Podcast Art Cover ◦ Episode Art CoverBy optimizing these foundational elements, you ensure that every episode you produce has the best possible chance of reaching its intended audience and contributing to your business's bottom line.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, Libby sits down with transition expert Shelby to unpack the increasingly complex landscape of advisor independence. With more channels, platforms, and business models than ever before, many advisors feel the pull to explore new options — but don't know where to start. Together, they walk through how to think strategically about change, avoid costly missteps, and design a transition that truly supports your long-term vision

Send us a textRaising and educating children is not easy. Kids don't come with instruction books! Parenting information is not standardized. With kids, one size fits one, not one size fits all!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

What if the tax code is filled with opportunities most retirees never notice? Frank and Frankie Guida unpack how long‑term tax planning, tailored strategies, and smart use of financial tools can help retirees better understand their income needs and reduce unnecessary tax exposure. From RMD challenges to overlooked approaches like quadros, step‑up strategies, and coordinated planning across accounts, they break down complex rules in a clear, practical way. This episode helps listeners see how thoughtful tax planning can shape a more confident retirement journey. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.

In most companies, budget season is a predictable exercise in "incrementalism," taking last year's numbers and adding a 5% bump. But what happens when leadership drops a bomb and says, "This year, we start from zero"?In this episode of Corporate Finance Explained on FinPod, we explore Zero-Based Budgeting (ZBB), a high-stakes financial framework in which every dollar must earn its right to exist. We unpack the mechanics of ZBB, the "Save to Grow" mindset, and the cautionary tales of companies that saved themselves into obsolescence.ZBB vs. Traditional Budgeting: The Logic FlipThe fundamental difference between ZBB and the status quo is a shift in perspective:Traditional Budgeting: Asks, "How much more or less do we need than last year?" It is comfortable, based on precedent, and often hides "historical entitlement."Zero-Based Budgeting: Asks, "If we were building this function from scratch today, what would we actually fund?" It treats every expense as discretionary and requires a strategic justification for every line item.The Mechanics: Decision Packages and Tiered FundingThe core engine of a successful ZBB program is the Decision Package. Rather than funding a department, leadership funds specific activities using a three-tiered approach:Minimum Level: The "keep the lights on" spend. The bare minimum required for operations and regulatory compliance. Current Level: Business-as-usual spending. Enhanced Level: Discretionary funding for innovation, R&D, and new customer acquisition.This framework allows leadership to make strategic trade-offs. For example, funding a "minimum" level for administration to prioritize "enhanced" funding for revenue-driving marketing.Case Studies: The Scalpel vs. The AxeKraft Heinz (The Warning): Following a 2015 merger, the company applied a "ruthless" ZBB model. While margins shot up instantly, they cut too deeply into R&D and brand-building. The result was massive brand erosion and billions in write-downs. Unilever (The Blueprint): In response to market pressure, Unilever adopted a "Save to Grow" ZBB model. They targeted specific SG&A categories but "ring-fenced" strategic areas like innovation. Savings were immediately reinvested in the business, proving that ZBB can be a tool for growth, not just austerity.The Role of FP&A: From Scorekeeper to ArchitectWithout a strong Financial Planning & Analysis (FP&A) team, ZBB is just a spreadsheet exercise. In a ZBB environment, FP&A professionals must:Define Cost Drivers: Moving away from "last year's bill" to metrics like transaction volume or headcount.Assign Ownership: Ensuring the person who owns the activity is the one defending the spend.Differentiate Costs: Protecting "Change the Business" costs (future investments) from being swallowed by "Run the Business" costs (daily operations).

After years of research searching for the perfect retirement community, Judy found Woodside. She visited the Villages, Del Webb, and so many others that she found didn't fit what she was looking for - other active retirees of similar age. Now she's IN LOVE with retirement and shared her entire story with me on my show, Retirement Reality. This NOT a paid advertisement. If you wish to reach out for a Discovery tour of Woodside, you can email David directly at dseawell@woodsidecommunities.com and if you let him know you found him through my channel, he'll make sure to treat you well!I'm flying from Los Angeles to Aiken, South Carolina to visit the Woodside community next month myself to do a full review of the community (similar to a restaurant review, but for retirement communities)!Is there a retirement community you're excited to go to? If so, let me know in the comments and I'll add them to my list of communities to review!For Judy, early retirement comes down to one word: choices. At 57, two years into life after work, she wakes up with the freedom to choose slow mornings, long walks, golf leagues, pickleball lessons, and spontaneous trips.Her plan was always early retirement at 55, and she never lost sight of it... even when fear, routine, and the temptation of “one more year” crept in.She shares how she built her “superhero account,” prepared for healthcare, learned to balance enjoying today with planning for tomorrow, and embraced the courage to leave a career she liked for a life she loves.Want to be a guest on THIS show and help others by sharing your story? Complete this: https://vwo3759x8i7.typeform.com/to/gh00JmnZ –––––––––––––––––––––––––––––Judy is not a client of Root Financial Partners, LLC and received no compensation for participating in this video. Her statements reflect her own opinions and experience and are not indicative of any specific client's experience and are not a guarantee of results. No cash or non-cash compensation was provided, and no material conflicts are known.Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offereCreate Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss why the beginning of the year is one of the most important times for smart tax decisions and how early planning can prevent costly mistakes later. With the help of their Director of Financial Planning and Tax Strategy, Taylor Wolverton, they walk through practical smart tax strategies designed to support effective tax planning in retirement and help you stay ahead with a proactive tax planning checklist. From contribution rules to charitable strategies, this episode focuses on building a strong foundation for retirement tax planning that supports long-term confidence.Listen in to learn about key decisions that impact your ability to plan for retirement, reduce unnecessary taxes, and ultimately secure your retirement. Whether you are still working, transitioning into Retirement, or already planning retirement income, these insights can help you align your retirement checklist with current rules, deadlines, and opportunities—so you can focus on retiring comfortably without last-minute surprises.In this episode, find out:How the 401k catch up rule works, including 401k catch up contributions and updated 2026 401k contribution limitsWhy the IRA contribution deadline matters and how a Roth IRA contribution can still be made after year-endHow qualified charitable distribution strategies work, including important QCD rulesWhen it may make sense to donate stock to charity versus giving cash and how this affects your charitable deductionHow income choices impact a long-term Roth conversion strategy and overall retirement tax planningTweetable Quotes:“The beginning of the year is where smart tax planning really starts—what you do now determines how much flexibility you'll have later.” — Radon Stancil“Tax planning in retirement isn't just about deductions; it's about choosing the right accounts at the right time.” — Murs TariqUnderstanding how the standard deduction, charitable strategies, and income planning work together is a critical part of Retirement Planning. From managing distributions to timing conversions, early awareness helps avoid mistakes that can limit your ability to secure your retirement and maintain tax efficiency throughout the year.Resources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit POMWealth.net/podcast.

Favour Obasi-ike, MBA, MS introduces this episode reframes “monetization” as a value exchange, built on the core truth that “there's no conversion that started without a conversation.” It presents a strategic model where financial returns are the natural result of building trust through dialogue. Applying this specifically to regional businesses, the discussion outlines strategic podcasting techniques to improve search engine visibility and drive revenue.The key tactic is the deliberate use of geographic keywords within episode titles, scripts, and author fields to dominate local search results. By treating a podcast as permanent intellectual property rather than just a marketing tool, businesses create a lasting reference point that validates their brand through expert conversations, building consumer trust and market authority.This value-exchange model is powered by converting listener attention into growth through methods like pre-roll ads, affiliate partnerships, and private subscriptions. Furthermore, the speaker advises using analytics to identify high-performing locations, allowing businesses to refine their content and promotional strategies for specific audiences. Ultimately, consistent, helpful audio content serves as the foundational engine for long-term customer loyalty, where monetization is the direct outcome of the deep relationships built through strategic, SEO-focused conversations.Key Takeaways: Actionable Insights• Local First, Regional Second: Even international brands are local to someone. The foundational strategy is to dominate your immediate search radius (5-25 miles) by embedding location-specific keywords—such as city, state, province, or zip code—directly into your podcast titles, spoken content, and show notes. This ensures you are discoverable by the customers actively searching for services in your specific operational areas.• Conversation Before Conversion: The speaker's primary argument is that trust is the essential precursor to any transaction. A podcast's main function should be to initiate meaningful conversations and consistently answer customer questions. This process naturally builds the credibility and trust required to guide a listener toward becoming a loyal customer, making the "sale" a frictionless conclusion to a relationship, not a high-pressure pitch.• Podcast as an Intellectual Property Asset: Your podcast should be treated as a core business asset, on par with your domain name or email list. It functions as a permanent, searchable "place of reference" that validates your expertise and builds long-term equity. As the speaker notes, a successful podcast creates listenership, authorship, and readership—"it's a lot of ship sailing"—that expands into partnerships and affiliate relationships.• Give Them What They Want, Then What They Need: This two-step engagement strategy is crucial for audience growth and retention. The speaker reveals their strategic thinking: "Give them what they need first, right? Let me actually put it this way. Give them what they want and then give them what they need." First, attract new listeners with content that answers what they want (their direct search queries). Then, build loyalty and authority by providing the deeper, more valuable content they truly need.Concluding TransitionWith these foundational principles established, the episode transitions into the specific, tactical SEO strategies that bring this value-driven approach to life.Need to Book An SEO Discovery Call for Advertising or Marketing Services?>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Book a Complimentary SEO Discovery Call with Favour Obasi-Ike⁠>> Visit Work and PLAY Entertainment website to learn about our digital marketing services>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join our exclusive SEO Marketing community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠>> Read SEO Articles>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to the We Don't PLAY Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠>> Purchase Flaev Beatz Beats OnlineTimestamped Segments• [00:00:00] Introduction: Why Regional Businesses Need Podcast SEO ◦ Favour outlines the opportunity for regional businesses to build trust, loyalty, and brand awareness through location-focused content.• [00:05:15] The Core Strategy: Hyper-Local Targeting ◦ Details on how to use specific city, state, and province names in episode titles and spoken scripts to attract local search traffic.• [00:09:30] Redefining Monetization: Trust and Conversation ◦ Favour argues that monetization is an outcome of trust, which is built through valuable conversations, not direct sales pitches.• [00:14:00] Tactical Content Planning ◦ Keyword Strategy: How to build content around core business keywords (e.g., "cooking") and then niche down into specifics ("vegan cooking," "pressure cooking"). ◦ FAQ Episodes: The strategy of creating dedicated FAQ episodes for each business location to address unique regional customer questions. ◦ The "Album Drop" Strategy: An explanation of releasing all location-specific FAQ episodes simultaneously to maximize reach and impact.• [00:21:45] Advanced SEO & Platform Tactics ◦ Author Name Optimization: How to structure the podcast's "author" field to include business locations (e.g., "My Restaurant | Seattle | Honolulu | Las Vegas"). ◦ The Power of Voice: Imagine listening to your brand's CEO sending a message directly to you, "documenting their journey with you on live mode" - this tactic creates a permanent "reference point" that builds unparalleled trust.• [00:28:10] The Podcast as a Business Asset ◦ Positioning the podcast as a core piece of intellectual property that builds listenership, authorship, partnerships, and affiliate relationships.• [00:32:00] Monetization Mechanics Explained ◦ A breakdown of ad formats like pre-rolls, mid-rolls, and post-rolls, comparing them to YouTube's ad model. ◦ Discussion on building private, subscription-based podcasts for premium content.• [00:41:00] Live Q&A: Getting Started with Podcasting (with Kelcey) ◦ A new podcaster asks for advice on where to start with her faith-based podcast and monetization.• [00:55:30] Core Digital Assets: Domain & Email List ◦ The speaker emphasizes that your domain and email list are critical assets, using the analogy: "Just like you have an address and a mail box is the same way you have a website and a mailbox."• [01:05:00] Closing Remarks and Call to Action ◦ Favour summarizes the key points and directs listeners to connect for a free audit.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Financial planning with 529 plans has changed in a big way. What was once just a college savings tool can now become a powerful strategy for long-term, tax-free retirement wealth when used correctly. In this episode of the Wise Money Show, we break down the new 529-to-Roth IRA rules, who this strategy works for, and the key pitfalls to avoid. Learn how this little-known opportunity could potentially create six or even seven figures of retirement income over time. Season 11, Episode 22 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://pod.link/1040619718   Watch this episode on YouTube: https://youtu.be/pXgUvJFhu2I  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.

Podcast SEO and monetization strategies tailored for local businesses is today's episode discussion. Favour Obasi-ike emphasizes the importance of metadata, noting that elements like podcast titles, descriptions, and author names serve as critical search signals for discovery.By treats these fields as structured data, creators can establish local authority and ensure their content surfaces in specific user queries across platforms like Spotify and Apple Podcasts.The source further highlights the compounding value of backlinking, explaining how consistent episode releases create a vast network of searchable links that drive traffic back to a brand's website. Ultimately, the text argues that a well-optimized podcast acts as a long-term intellectual property asset that builds credibility and solves audience problems through searchable, evergreen audio content.In the 2026 search ecosystem, local visibility is no longer a matter of chance; it is a matter of engineering. This episode serves as a strategic blueprint for local businesses to command "page dominance" by transforming audio content into a high-authority digital asset. By deploying a "spread map" strategy—scaling influence from local roots to international authority—business owners can ensure their brand is the definitive answer to specific consumer queries.The objective is to move beyond the "hobbyist" mindset and treat podcasting as a capital-efficient SEO machine. We explore how to build an "engine" that runs independently via technical metadata and RSS syndication, allowing your brand to reside permanently in the search database.Key Takeaways for Local Business Owners1. Metadata is Your Search ID: Your title, author field, and description must match the exact phrases your customers use. If your "ID" doesn't match the search query, the algorithm cannot process your "legal documents," and your business remains invisible.2. Exploit the 50x50 Rule: Syndication is a volume game. By appearing on 50 platforms, you create thousands of high-authority backlinks. This sheer volume of structured data makes your brand unavoidable in local searches.3. Implementation over Information: ROI is the result of action, not note-taking. Podcasting is a long-term index fund for your brand; the earlier you start the "audio documentation," the more interest your digital legacy accrues. Move from "doer" to "architect" today.Need to Book An Appointment?>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Book a Complimentary SEO Discovery Call with Favour Obasi-Ike⁠>> Visit Work and PLAY Entertainment website to learn about our digital marketing services>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join our exclusive SEO Marketing community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠>> Read SEO Articles>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to the We Don't PLAY Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠>> Purchase Flaev Beatz Beats OnlinePodcast Timestamps[00:00:00] – The Spread Map: Establishing the strategic journey from local business to international brand authority.[00:03:00] – Statistical Authority: Reviewing personal benchmarks (600 episodes, 156 countries) as a model for growth.[00:06:00] – The Harry Potter Paradox: Why naming your show for the "benefit" is the only way to be found before you are famous.[00:10:00] – The Psychology of Blue Links: Why "Blue Links" signify trust and confidence in the search results.[00:14:00] – Spotify Signal Case Study: Using the phrase "workout habits for men over 40" to identify exact-match search signals.[00:22:00] – Compounding Link Math: The 50x50 breakdown of how to generate 2,500 links across platforms like SiriusXM and iHeart.[00:31:00] – The Celese Interaction: Overcoming ADHD and task-paralysis by choosing documentation over perfection.[00:45:00] – The Legacy Challenge: Transitioning from a task-based worker to a legacy-based brand architect.The Mathematics of Syndication & The "Compounding Effect"Strategic dominance is a function of Depth and Cadence. While frequency is important, "Depth" is determined by your average episode length. A 60-minute episode provides sixty times more data points for an algorithm to index than a one-minute clip.The true ROI of podcasting is found in the Compounding Link Formula:50 Episodes (One year of weekly audio documentation) x 50 Distribution Platforms (Apple, Spotify, SiriusXM, Podchaser, Castbox, iHeart, etc.) = 2,500 High-Authority BacklinksThis volume creates a "digital balloon that never pops." As you add more helium (content), the structure becomes stiffer and more secure. To maximize this, maintain a Cadence (release cycle) closer to "1" (daily). A faster cadence spins the RSS feed more frequently, signaling to search engines that your brand is an active, relevant authority.The following 15 monetization levers are the tactical parameters required to convert conversational documentation into long-term ROI and a lasting digital legacy.Episode Breakdown on the 15 Monetization StrategiesPART 1: CORE DISCOVERY METADATA (Your Digital ID Card)1. Podcast TitleExecution: Match the show name to the specific topic or core benefit your audience seeks.So What? Listeners search for solutions and interests, not your name. A descriptive title ensures discoverability in search before you have a famous brand.2. Podcast DescriptionExecution: Exploit the full ~4,000-character limit as a "Search Bank." Use refined keywords, clear value propositions, and a strong call-to-action.So What? This is your show's primary Search ID. If it doesn't match user queries, algorithms can't "read" or rank your content effectively.3. Author/Host FieldExecution: Strategically expand your name with professional identifiers (e.g., "Alex Chen | Venture Capital Analyst").So What? This data feeds APIs and LLMs, establishing your niche authority within recommendation systems and digital assistants.4. Genre & Category SelectionExecution: Use platform hierarchies (e.g., ListenNotes, Apple) to select precise Primary, Secondary, and Tertiary categories.So What? Correct categorization moves you from competing with millions of general shows to dominating a specific, interested listener ecosystem.5. Episode TitleExecution: Adopt a clear, "Guest-First" or "Topic-First" naming convention (e.g., "Dr. Sarah Lee: The Neuroscience of Sleep").So What? It maximizes clarity for listeners and SEO. A guest's name at the front captures their audience and amplifies "link juice" to that episode URL.6. Episode DescriptionExecution: Implement web-style formatting: use H2/H3 headers, bullet points, timestamps, and hyperlinks to key resources.So What? Structured data helps both listeners scan and bots "dissect" your content, boosting engagement metrics and canonical linking power.PART 2: VISUAL & TECHNICAL EXECUTION7. Podcast Cover ArtExecution: Command professionalism with compliant, 3000 x 3000 pixels, visually simple art that is legible at thumbnail size.So What? High-quality, optimized art provides an immediate competitive edge against the significant portion of shows using amateur visuals.8. Episode Cover Art (Optional but Powerful)Execution: For key interviews, create guest-centric visuals that differ from your main show art.So What? Visual differentiation in a subscriber's feed signals unique, fresh value, increasing click-through rates for specific high-interest topics.9. Ad Roll PlacementsExecution: Strategically engineer ad breaks: pre-roll (for direct response), mid-roll (for highest attention), post-roll (for brand storytelling).So What? These are primary monetization vehicles. Placement affects listener retention and ad performance by capturing attention at different psychological stages.10. RSS Feed ManagementExecution: Balance your public RSS feed with private, gated feeds (via platforms like Hello Audio or Supercast) for bonus or premium content.So What? Private feeds enable direct community monetization and foster loyalty by delivering exclusive, "trust-based" content to high-value subscribers.PART 3: DISTRIBUTION & AMPLIFICATION11. Email & Affiliate LeverageExecution: Use automated tools to turn podcast transcripts into newsletter content that drives traffic to affiliate offers or key resources.So What? This captures high-intent listeners where they live (their inbox), converting passive listening into measurable action.12. Social Media DistributionExecution: Systematically cross-post short, thematic audio clips (with captions and video) to platforms like LinkedIn and Instagram.So What? It transforms one hour of recording into weeks of "top-of-funnel" awareness, building connection volume and attracting new audiences.13. Backlink GenerationExecution: Understand that every major hosting platform (Spotify, Apple) creates a backlink to your website from your show profile.So What? This generates vital "link juice" from high-authority domains, strengthening your primary website's search engine ranking.14. Website Integration & AnalyticsExecution: Host a dedicated podcast page on your site and connect it to Google Search Console.So What? This allows you to track how people find and interact with your podcast via search, providing data to refine your topic and keyword strategy.15. Sonic Branding (Musical Intelligence)Execution: Deploy a distinct instrumental theme for each season or series.So What? A fresh sonic identity signals a new "era" or focus for your show, boosting production value and maintaining listener retention through auditory novelty.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Congress is debating major changes to Social Security—and the outcome could mean benefit expansion or future cuts. With trust fund shortfalls projected by 2033, lawmakers have introduced a wave of bills aimed at increasing benefits, changing cost-of-living calculations, and redefining how and when Americans claim Social Security. Richard Rosso breaks down the key Social Security reform proposals currently circulating in Congress, what they would change, why most face steep political hurdles, and what these debates mean for retirement planning in the years ahead. 0:00 - INTRO 0:19 - Social Security's Deadline for Survival 3:12 - The Importance of Checking Your SS Statement 5:57 - Lawmakers Looking at Social Security Reform 7:21 - Why Waiting is Worth it 10:48 - Safeguarding Social Security Act 13:35 - Social Security Emergency Inflation Relief Act 15:04 - Boosting Benefits & COLA's Act 18:53 - Protecting & Preserving SS Act 20:27 - The Claiming Age Clarity Act 22:14 - The Overall Theme of SS Reform 27:28 - Figure Out Your Own Situation Hosted by Director of Financial Planning, Richard Rosso, CFP Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=TQSiR6fxLGg&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=1 ------- Watch our previous show, "Silver's Surge: Bubble or Fundamentals?" here: https://www.youtube.com/watch?v=Bbdac54510I&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell, "Market Rotation Is Broadening — But Risks Remain," is here: https://www.youtube.com/watch?v=KS2mSWm16qg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&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/ #SocialSecurity #RetirementPlanning #Congress #COLA #RetirementIncome

Congress is debating major changes to Social Security—and the outcome could mean benefit expansion or future cuts. With trust fund shortfalls projected by 2033, lawmakers have introduced a wave of bills aimed at increasing benefits, changing cost-of-living calculations, and redefining how and when Americans claim Social Security. Richard Rosso breaks down the key Social Security reform proposals currently circulating in Congress, what they would change, why most face steep political hurdles, and what these debates mean for retirement planning in the years ahead. 0:00 - INTRO 0:19 - Social Security's Deadline for Survival 3:12 - The Importance of Checking Your SS Statement 5:57 - Lawmakers Looking at Social Security Reform 7:21 - Why Waiting is Worth it 10:48 - Safeguarding Social Security Act 13:35 - Social Security Emergency Inflation Relief Act 15:04 - Boosting Benefits & COLA's Act 18:53 - Protecting & Preserving SS Act 20:27 - The Claiming Age Clarity Act 22:14 - The Overall Theme of SS Reform 27:28 - Figure Out Your Own Situation Hosted by Director of Financial Planning, Richard Rosso, CFP Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=TQSiR6fxLGg&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=1 ------- Watch our previous show, "Silver's Surge: Bubble or Fundamentals?" here: https://www.youtube.com/watch?v=Bbdac54510I&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell, "Market Rotation Is Broadening — But Risks Remain," is here: https://www.youtube.com/watch?v=KS2mSWm16qg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&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/ #SocialSecurity #RetirementPlanning #Congress #COLA #RetirementIncome

OIP's long-term care planning framework is a simple four-step process: Educate → Discover → Present Solutions → Execute. Scott and Bill emphasize that LTC (or “elder care/aging with dignity”) planning works best when it starts early and stays plan-first, not product-first—otherwise the conversation turns into a transaction. They also stress that “self-insuring” is still a plan, but many clients underestimate the non-financial consequences (family burden, caregiver strain, and messy dynamics) that show up when there's no proactive strategy.Evan explains how Waterlily makes these conversations easier and more personalized: a short client intake generates an individualized care timeline (likelihood, timing, duration, care hours, and zip-code-based costs) and helps clients visualize tradeoffs like family caregiving vs. paid professional care. The platform can also model funding approaches by importing policy PDFs (or illustrations) to simulate how benefits would actually pay during a client's predicted claim scenario, and it supports quoting/application workflows to reduce friction and improve execution. **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@optimizedins.com Optimized Insurance Planning

Show highlights include:-The difference between being a practitioner vs. a true business owner.-Why growing too fast can break your systems, operations, and culture.-How to scale without sacrificing your core values.-Why “making the right move” matters more than making the next move.-How to define your ideal client avatar beyond just AUM.-Why more RIAs are exploring M&A - and what's driving the trend.If you're thinking about growth, transitions, acquisitions, or simply want to build a business that still feels like you, this episode is packed with real-world insights you won't want to miss.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/

This episode unpacks how Eventbrite marketing and SEO can be used to grow a business and sell tickets through organic search. Favour Obasi-ike emphasizes that placing targeted keywords at the beginning of event titles is crucial for creating effective URL (uniform resource locators) slugs that rank well on search engines. To build trust and boost visibility, event organizers should also embed YouTube videos and utilize back-linking strategies within event descriptions. Real-world case studies discussed illustrate that scheduling events at least one month in advance allows search algorithms sufficient time to index the content and reach potential attendees. Even after an event concludes, Favour notes that active links continue to drive traffic, serving as a long-term asset for brand awareness. 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The emphasis is on creating every listing with the "searcher's benefit" in mind, focusing on how the event serves the needs of a potential attendee actively searching for a solution. This strategic mindset is the key to unlocking the platform's potential and leads directly into the most critical setup step for organic success.[00:05:30] The Single Most Important SEO Factor: Your Event TitleThe event title is presented as the most crucial element for SEO success because it directly generates the event's URL slug. Placing primary keywords at the beginning of the title ensures they appear at the start of the URL, dramatically improving visibility on Google and Eventbrite. Conversely, placing keywords at the end creates a less effective URL and weakens search ranking from the outset. Getting this step wrong can undermine the entire organic marketing effort.[00:12:15] The Long-Term Value of an Eventbrite ListingA unique feature of Eventbrite is that its event links remain active and discoverable long after an event ends. These expired listings function as permanent digital assets that continue to house links to websites, YouTube videos, and other resources. As such, an old event page acts as a long-term digital billboard, continuously driving traffic and brand visibility for months or years. This sets the stage for a practical case study.[00:17:45] Case Study 1: The Wreath-Making Workshop (A Paid Event Strategy)This case study demonstrates timing, targeting, and iterative improvement by combining organic SEO with minimal paid ads. A client's first workshop failed due to a two-week lead time, which was insufficient for search engine indexing. For the second attempt, strategic changes were made: scheduling four weeks in advance for algorithm indexing, creating a high-quality 4K promotional video, and running hyper-targeted Facebook ads with a $5/day test budget aimed at building community. The result was a sold-out event, providing a repeatable formula for marketing local, paid events.[00:31:00] Technical SEO Deep Dive: Why Your Website Pages Get De-IndexedThis section explains technical reasons for losing search ranking over time. Key factors include the "Last Modified" date in a website's XML sitemap, which signals content freshness to search engines; the 24-month lifespan of a blog post's SEO relevance if left untouched; and the actionable "update rule" of updating two old pages for every new one published. A contrast is drawn with podcast RSS feeds, which re-index the entire channel with each new episode, highlighting a unique SEO benefit of podcasting. This reinforces the importance of an updated digital presence to support event marketing.[00:48:15] Case Study 2: The Junk Journaling Workshop (A Free Event Strategy)This case study proves the core SEO principles work for a free event launched by a brand-new account with zero prior audience. The client created a new Eventbrite listing for a niche craft workshop with one month of lead time. Relying purely on organic discovery, all 10 free slots sold out to unknown attendees. The 10 conversions came from just 88 page views, indicating a highly effective, targeted listing. Page views continued to climb after sell-out, proving Eventbrite pages remain active SEO assets. The next step is community building.[00:55:30] The Post-Event Pivot: From Attendees to a CommunityThe conclusion shifts focus to the true metric of success: not just tickets sold, but building a returning community. The recommended strategy involves using a post-event QR code linked to a survey to gather feedback. For free events, this is a critical opportunity to ask attendees if they would return for a paid event, gauging future viability and gaining consent for upselling. This final step transforms a single event into a sustainable, community-driven business model.Memorable Quotes:"The fault begins with the message. And if the message is wrong, everybody is confused.""It's not about how many tickets were sold. It's how many people came, saw, went back, and came back again.""For every one page that you publish, update the last two that I just want to make it easy."Actionable Takeaways & Memorable QuotesTop 3 Actionable Takeaways:1. Prioritize Your Title: Always place your primary keywords (e.g., "Marketing Workshop," "Cooking Class") at the very beginning of your Eventbrite title to create an SEO-optimized URL slug.2. Respect the 3-Week Rule: Launch your event at least three to four weeks in advance. This gives search engine algorithms the necessary time to index your page and show it to relevant audiences organically.3. Plan the Post-Event Follow-Up: The event isn't over when it ends. Use a simple QR code survey to collect feedback and, for free events, to ask attendees if they would be willing to pay for a future version.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Send us a textI'm joined by Ryan Goldenhar and Jackie Lewis, the powerhouse duo behind Wealth with Options, a San Diego–based firm helping tech professionals make sense of equity compensation, major liquidity events, and the emotional decisions that come with sudden or complex wealth.Ryan and Jackie bring a rare combination of technical rigor and humanity to financial planning—meeting clients not just where the numbers are, but where their values, fears, ambitions, and life transitions live.Together, we unpack what equity compensation really means, why money decisions are never “just spreadsheets,” and how true wealth is ultimately about freedom, clarity, and choice.This conversation is especially relevant for tech executives navigating RSUs, ISOs, IPOs, job transitions, or the question many silently ask: “What is all this money actually for?”Important Disclosures:Jackie Lewis and Ryan Goldenhar offer investment advisory services through Mariner Platform Solutions, LLC (“MPS”), an SEC-registered investment adviser. Wealth With Options and MPS are separate, unaffiliated entities. For additional information about MPS, including fees and services, please refer to Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training.This podcast episode includes statements by Tina Powell of Intention.ly. Intention.ly is a marketing firm that is compensated by Wealth With Options to provide marketing and related services. This compensation creates a conflict of interest, as Intention.ly has a financial incentive to promote Wealth With Options and its services. Statements made by Intention.ly should not be construed as independent or unbiased. This endorsement is not a guarantee of future results or client experience.Discussion of careers in technology companies and equity-based compensation, including stock options, is provided for general informational purposes only. Stock options and other forms of equity compensation do not guarantee wealth creation. Outcomes vary significantly based on company performance, market conditions, vesting terms, concentration risk, tax considerations, and individual circumstances.Any examples or scenarios discussed are illustrative only and should not be interpreted as indicative of typical or expected results. Nothing discussed should be construed as individualized investment, tax, legal, or employment advice, or as a recommendation to pursue any particular employment or compensation structure. Any opinions expressed herein are subject to change without notice.There is no assurance that any investment, plan, or strategy will be successful. Investing involves risk