Podcasts about financial planning

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    Best podcasts about financial planning

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    Latest podcast episodes about financial planning

    Retirement Answer Man
    Healthcare Before Medicare: What Happens When You Retire Before 65?

    Retirement Answer Man

    Play Episode Listen Later Feb 4, 2026 42:25


    Roger Whitney kicks off a month-long series on navigating health care before Medicare, introducing Cerberus—the three-headed dog of Greek mythology—as a framework for understanding the biggest challenges retirees face when leaving employer-sponsored coverage. He breaks down the three heads of Cerberus, answers listener questions about retirement planning, and shares recent book recommendations from himself and the team.OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN(00:00) This show is dedicated to helping you not just survive retirement, but have the confidence to lean in and rock it.(00:30) Roger introduces the Cerberus framework and outlines the four-week series on health care before Medicare.HEALTH CARE BEFORE MEDICARE: THE THREE HEADS OF CERBERUS(02:20) Roger explains why retiring before Medicare requires a strategy and introduces the three “heads” of the health care Cerberus.(03:11) “Head” #1: The true cost of health care without an employer subsidy and why it creates sticker shock in retirement, especially when paid from pre-tax accounts.(10:50) “Head” #2: Coverage challenges, including narrower networks, fewer plan options, and the potential loss of trusted doctors and specialists.(15:13) “Head” #3: Increased complexity in choosing plans, managing care, and navigating ACA subsidies based on modified adjusted gross income.LISTENER QUESTIONS & OBSERVATIONS(19:20) Roger responds to listener questions about saving discipline, the 4% rule, geographic cost differences, values-based planning, and how taxes are modeled in retirement case studies.SMART SPRINT(33:00) Roger encourages listeners to review the health care assumptions in their retirement plan, especially for those retiring before Medicare age.WHAT'S ON THE BOOKSHELF(34:14) Roger and the team share recent book recommendations, including history, personal finance, purpose, habits, and wealth.REFERENCESSubmit a Question for RogerSign up for The NoodleThe Retirement Answer ManKaiser Family Foundation (KFF)Healthcare.gov

    Do Business. Do Life. — The Financial Advisor Podcast — DBDL
    154: Duncan MacPherson - How to Build a Referable Business Without Chasing Clients

    Do Business. Do Life. — The Financial Advisor Podcast — DBDL

    Play Episode Listen Later Feb 4, 2026 60:24


    Every advisor wants more referrals, but very few have built a business that consistently earns them.In this conversation, I sat down with Duncan MacPherson to unpack what actually makes an advisory firm referable. Duncan is the founder of Pareto Systems and one of the most respected coaches in financial services, with nearly 30 years spent working alongside top advisory firms. He explains why the advisors who scale fastest stop pitching products, start positioning a clear planning process, and build businesses that get found instead of chased.3 of the biggest insights from Duncan MacPherson…#1.) Advisors Don't Need More Referrals, They Need to Be ReferableMost advisors focus on asking for referrals, but Duncan explains why that actually creates friction. The real breakthrough happens when clients clearly understand (and can easily explain) what makes your process different. #2.) The Best Advisors Don't Sell Products, They Position Their ProcessThe biggest shift in financial services isn't technology, it's philosophy. The most successful advisors have moved on from pitching products by effectively using branding and clearly articulating a proprietary process, creating deeper engagement, stronger loyalty, and a business that scales without becoming more complicated.#3.) A Business That Depends on You Is a Business That Limits YouOne of the clearest signals of a healthy business is whether it can operate without the founder's constant presence. Duncan explains why documenting intellectual property, empowering teams, and depersonalizing the business isn't about ego—it's about freedom, sustainability, and enterprise value. SHOW NOTEShttps://bradleyjohnson.com/154FOLLOW 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. TP02255163072See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Mitlin Money Mindset
    You Already Have an Estate Plan (You Just Didn't Write It) with David Haughton

    Mitlin Money Mindset

    Play Episode Listen Later Feb 4, 2026 32:11


    Estate planning sounds complicated, but it's a lot simpler than dealing with the mess of not having a plan. Because if you don't write one, the government will. In this episode, VP of Estate Planning at Carson Group, David Haughton, breaks down what it really costs families and business owners when they avoid estate planning. You'll learn why your estate plan shouldn't be a one-and-done document, the assets most people don't realize they have, and how the same tax-saving strategies you hear about billionaires using can work for you too. Topics discussed: Introduction (00:00) David's career and passion for estate planning (01:45) Why estate plans are important for everyone (05:57) Top things people need to know about estate planning (10:35) What business owners need to know about estate planning (14:15) David's asset-by-asset approach to dividing your estate (17:07) The billionaire estate tax saving strategy (20:53) How he uses humor to educate people on estate planning (25:00) Why Carson Group was the right fit (27:09) What brought you JOY today? (28:37) Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung Connect with David Haughton: LinkedIn: https://www.linkedin.com/in/david-haughton-jd-cpwa%C2%AE-2286396a/ Website: https://www.carsongroup.com About Our Guest: David Haughton is the VP of Estate Planning at Carson Group. He helps advisors and high-net-worth families turn complex estate and tax planning challenges into clear, actionable strategies. He was a former Senior Corporate Counsel at Wealth.com - the industry's leading estate planning technology solution for financial professionals. He is also a frequent speaker and writer on financial planning topics, including being featured in such publications as Michael Kitces' Nerd's Eye View blog, the Journal of Financial Planning, and InvestmentNews. Prior to joining Wealth, he worked for Commonwealth Financial Network - helping to provide thought leadership and financial planning support for advisors - including estate, trust, charitable, education, business, and social security planning strategies. To start his career, he was an attorney in private practice in Massachusetts and Southern New Hampshire. He has experience representing individuals and companies in bankruptcy, as well as engaging with many other general practice areas. For the latter part of his career in private practice, he exclusively practiced in the areas of elder law and estate planning and administration. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique https://www.podcastboutique.com

    The Best Interest Podcast
    The Financial Planning Process, Step-By-Step | AMA #13 - E129

    The Best Interest Podcast

    Play Episode Listen Later Feb 4, 2026 41:18


    On Jesse's 13th AMA episode, he steps back from tactics and returns to first principles, answering listener questions that cut to the core of what financial planning actually is—and what it is not. He begins by dismantling the common assumption that a portfolio and a financial plan are interchangeable, explaining why investing is only one component of a much broader process that aligns cash flow, risk, taxes, goals, and life transitions across decades. From there, Jesse walks listeners through his end-to-end financial planning framework, starting with values and goal clarification, moving through balance sheets, cash flow, taxes, insurance, and estate planning, and ending with implementation and ongoing iteration as life evolves. Using the example of young adults in their 20s, he highlights where early financial energy is best spent: awareness of spending, intentional goal-setting, early investing for learning and compounding, and developing human capital through career growth. The episode closes with a thoughtful response to a fellow planner's question about client inertia, blending behavioral finance and lived experience to explain why busy, successful people often delay planning—and how patience, education, structure, and progress over perfection can create momentum without coercion. Throughout, Jesse reinforces a central theme: real financial planning is not about perfect portfolios, but about creating clarity, flexibility, and forward motion in an uncertain and deeply human life. Key Takeaways: • A portfolio and a financial plan are not the same thing. Investing is only one component of comprehensive financial planning. • Your financial plan must align money with goals, values, and life realities. • Financial plans must evolve as careers, families, and health change. • Career growth can compound more powerfully than portfolio tweaks. • Client inertia is usually about time, emotion, or uncertainty—not laziness. • The ultimate goal of planning is clarity, flexibility, and peace of mind. Progress does not have to be linear or immediate to be meaningful. Key Timestamps: (01:34) – Investing vs. Financial Planning (10:27) – Building a Financial Plan from Scratch (16:33) – Analyzing Your Financial Snapshot (20:00) – Identifying Financial Risks and Making Changes (22:28) – Key Financial Advice for Young Adults (27:09) – Overcoming Client Hesitation in Financial Planning (33:31) – The Human Element in Financial Planning Key Topics Discussed: The Best Interest, Jesse Cramer, Wealth Management Rochester NY, Financial Planning for Families, Fiduciary Financial Advisor, Comprehensive Financial Planning, Retirement Planning Advice, Tax-Efficient Investing, Risk Management for Investors, Generational Wealth Transfer Planning, Financial Strategies for High Earners, Personal Finance for Entrepreneurs, Behavioral Finance Insights, Asset Allocation Strategies, Advanced Estate Planning Techniques More of The Best Interest:Check out the Best Interest Blog at https://bestinterest.blog/ Contact me at jesse@bestinterest.blog Consider working with me at https://bestinterest.blog/work/ The Best Interest Podcast is a personal podcast meant for education and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.  

    We Don't PLAY
    WordPress SEO vs. Webflow SEO Comparisons: Website Development Tutorial + Checklist with Favour Obasi-ike

    We Don't PLAY

    Play Episode Listen Later Feb 3, 2026 75:05


    In this "WordPress SEO vs. Webflow SEO Comparisons: Website Development Tutorial + Checklist" podcast episode, host Favour Obasi-ike leads a detailed discussion comparing two popular website development platforms: WordPress and Webflow. The conversation delves into the critical aspects of choosing a content management system (CMS), including setup, design, maintenance, and search engine optimization (SEO). A key segment features a real-world account from a participant, Ryan, who shares his recent struggles with a significant Google algorithm update that drastically impacted his website's traffic and revenue. The episode provides a balanced view of both platforms, highlighting their respective strengths and weaknesses to help listeners make an informed decision based on their specific business needs, technical expertise, and long-term goals.Need to Book SEO Services for your Social Business?>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠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>> Favour Obasi-ike Quick LinksKey Learning TopicsCMS Platform ComparisonAn in-depth analysis of WordPress and Webflow, covering ease of use, customization options, and built-in features. The discussion emphasizes that the best choice depends on the project's specific requirements and the user's technical comfort level.SEO Strategy and ImplementationThe episode explores how SEO is handled on both platforms, from WordPress plugins like Yoast and Rank Math to Webflow's integrated SEO tools. It stresses that while platforms provide tools, a successful SEO strategy relies on consistent effort and quality content.Impact of Google UpdatesListeners will learn about the real-world consequences of Google's algorithm changes, including the importance of continuous link building, content updates, and monitoring search engine results pages (SERPs).Website InfrastructureThe conversation covers the technical aspects of hosting and infrastructure, contrasting the self-hosted nature of WordPress with the managed hosting provided by Webflow. This includes considerations of scalability, performance, and DevOps.Analytics and TrackingThe importance of comprehensive analytics is highlighted, going beyond basic platform-specific metrics to include tracking AI mentions and utilizing tools like Google Search Console to gain a deeper understanding of website performance.Timestamps[00:00] Introduction: WordPress vs. Webflow[03:37] Google Algorithm Update Discussion with Ryan[07:00] SEO Strategy & The Importance of Backlinks[20:00] Comparing Platform-Specific Features[26:00] Hosting, Infrastructure, and Scalability[32:00] WordPress's Dominance in the Market[38:00] Technical Requirements and Maintenance[47:00] Integrating Email Marketing with Flowdesk[50:00] The Future of Analytics and AI Tracking[56:00] Best Practices for Website Development[72:30] Closing Remarks and Preview of Next EpisodeFrequently Asked Questions (FAQs)1. Which platform is better for a beginner with no coding experience?Webflow is generally considered more beginner-friendly due to its visual editor and managed hosting, which simplifies the setup and maintenance process. WordPress, while powerful, has a steeper learning curve and requires more hands-on management of hosting, plugins, and security.2. Can I achieve good SEO results on both WordPress and Webflow?Yes, both platforms offer robust tools to implement a strong SEO strategy. The key to success is not the platform itself, but the consistent application of SEO best practices, such as creating high-quality content, building quality backlinks, and optimizing for relevant keywords.3. How important are plugins for a WordPress site?Plugins are essential for extending the functionality of a WordPress site. They can add features for SEO, e-commerce, security, and more. However, it is crucial to use well-coded plugins from reputable sources, as an excessive number of plugins or poorly-coded ones can slow down your website and create security vulnerabilities.4. What are the main cost differences between WordPress and Webflow?Webflow operates on a subscription model with different pricing tiers based on features and traffic. WordPress is open-source and free to use, but you will incur costs for hosting, domain registration, premium themes, and plugins. The total cost for a WordPress site can vary widely depending on your specific needs.5. What was the key takeaway from Ryan's experience with the Google update?The main lesson from Ryan's story is that SEO is an ongoing process. Relying on past success without continuous effort in link building, content creation, and technical updates can leave a website vulnerable to algorithm changes. It highlights the importance of staying proactive and adaptable in your SEO strategy.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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    FINRA Unscripted
    Financial Security in 2026: Tips for Investors and How Firms Can Help

    FINRA Unscripted

    Play Episode Listen Later Feb 3, 2026 18:54


    Financial security is about more than just building wealth: it's about resilience, preparation, and having the tools to weather whatever comes your way. And right now, with rising costs, market volatility, and evolving fraud risks, investors need that security more than ever.On this episode, FINRA Investor Education Foundation and Senior Vice President of Investor Education Gerri Walsh discusses what financial security really means in 2026, and how firms can help protect and empower their customers. This conversation that sits right at the heart of FINRA Forward, our commitment to evolving alongside the rapidly changing securities industry in support of our mission of protecting investors and market integrity.Resources mentioned in this episode:BrokerCheckMarket Data CenterFund AnalyzerFixed Income DataFINRA Investor Education FoundationProtecting Consumers from FraudFINRA ForwardBlog Post: FINRA Forward's Rule Modernization—An UpdateBlog Post: Vendors, Intelligence Sharing and FINRA's MissionBlog Post: FINRA Forward Initiatives to Support Members, Markets and the Investors They ServeEp. 168: Investing Wisely in 2025: Avoiding Scams and Achieving Your Financial GoalsEp. 183: Investors in the United States: Key Trends and Insights from the National Financial Capability Study Find us: LinkedIn / X / YouTube / Facebook / Instagram / E-mailSubscribe to our show on Apple Podcasts, Google Play and by RSS.

    The Efficient Advisor: Tactical Business Advice for Financial Planners
    342: No One Warned You About This Part of Business Ownership (Here's How to Handle It) with Hannah Moore

    The Efficient Advisor: Tactical Business Advice for Financial Planners

    Play Episode Listen Later Feb 3, 2026 43:10


    Running a financial advisory firm often looks appealing from the outside: freedom, flexibility, and income potential. But the reality of being a true business owner requires an entirely different skill set. In this episode, Libby sits down with Hannah Moore to have an honest, vulnerable conversation about what it really takes to move from advisor to CEO, including the emotional, operational, and leadership challenges that often go unspoken ✨In this episode, you'll learn:Why owning a firm is fundamentally different from being a great financial advisor, and why most advisors are unprepared for that shiftHow Hannah navigated massive business transitions, including reducing her client base, growing two companies, and building a leadership teamWhat it actually looks like to delegate meaningful responsibilities like sales calls and client relationshipsHow ego, identity, and grief can quietly hold advisors back from scaling their firmsWhy self-awareness is one of the most important traits of successful advisors and CEOsThis episode is a powerful reminder that growth doesn't come from doing more, but from letting go, building trust in your team, and stepping fully into the CEO role. If you're feeling stretched, overwhelmed, or stuck in the day-to-day, this conversation will help you see what's possible on the other side of intentional leadership.Find Hannah on LinkedIn HERE!Learn more about Amplified Planning HERE!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    MoneyWise on Oneplace.com
    6 Money Dates for Married Couples with Dr. Shane Enete

    MoneyWise on Oneplace.com

    Play Episode Listen Later Feb 2, 2026 24:57


    Money and marriage—two things God designed to bless us, but they can also be two of the greatest sources of stress. What if we turned financial conflict into connection? Dr. Shane Enete joins us today to share six creative ways couples can build stronger relationships by having intentional financial conversations—what he calls “money dates.”Dr. Shane Enete is an Associate Professor of Finance at Biola University and founded the Biola Center for Financial Planning. He is also the author of the book Whole Heart Finances: A Jesus-Centered Guide to Managing Your Money with Joy.Why You Need to Talk About Money—IntentionallyMany couples avoid conversations about money out of fear. A study of 2,000 couples found that half of them were uncomfortable discussing money because they worried it would lead to conflict. The irony is that by avoiding those talks, the conflict only deepens.On average, couples argue about money 58 times a year. But what if, instead of waiting for issues to flare up, you set aside regular time to talk about your finances together—proactively and prayerfully?That's the heart behind the idea of money dates. You might have to rip off the bandage at first, but we want to help couples make these conversations not just necessary—but enjoyable.Turning Financial Talks Into DatesThese aren't meant for finger-pointing but for course correction—a time to realign your financial goals with your values.But also, why not make it a date? Dating can be a lot of fun if you're intentional. So why not combine something enjoyable with something that's often uncomfortable? When you connect in a fun environment, even money talk becomes more meaningful.The key is consistency. Whether it's over dinner, coffee, or a quiet walk, having a regular rhythm of financial connection helps you stay on the same page as a couple—and deepens your trust.Money Date #1: Share Your Money StoryEvery person brings a financial backstory into marriage—habits, fears, and attitudes shaped by family and early experiences.Think of it as your money autobiography. Reflect on what you learned about money growing up, what messages you received from your parents, and how those experiences influence your decisions today.Take your spouse out for dinner and share those stories. You'll gain empathy and understanding for each other's perspectives. When you know your partner's money story, their spending or saving habits make a lot more sense.Try this: Ask each other, “What's your earliest memory of money?” The answers may surprise you—and bring you closer.Money Date #2: Give TogetherGenerosity is one of the most unifying acts a couple can experience. Here are a few ways to make generosity a shared journey:Set a giving goal. Track your family's progress and celebrate milestones together.Join a giving circle. Partner with friends or your small group to pool resources for a cause you all care about.Create a stretch goal. As your income grows, commit to increasing your giving percentage over time.These conversations shift the focus from money as a source of stress to money as a means of Kingdom impact.Money Date #3: Cook the BooksThis one's both literal and figurative! Instead of going out, stay home and cook a meal together—or grab takeout for a picnic. Use the relaxed environment to talk about your budget rhythm:Who tracks expenses?What budgeting tools or apps will you use?How often will you review spending?The FaithFi app can help simplify this process. It lets couples track giving, spending, and saving all in one place—while keeping biblical wisdom at the center.Money Date #4: Check Your Credit (at the Spa!)Debt can carry emotional weight, so create a peaceful setting for this conversation. A spa day is perfect. It's relaxing—and you can often find affordable day passes.While you unwind, discuss:How much debt do you currently carry?How did your family handle debt growing up?What boundaries would you like to establish regarding credit use?This isn't about blame. It's about caring for each other and agreeing on a plan that both of you believe in.Money Date #5: Number Your DaysThis one takes its inspiration from Psalm 90:12: “Teach us to number our days, that we may gain a heart of wisdom.”Couples should view estate planning as an act of love and care. When you prepare a will, name a guardian, or establish a power of attorney, you're doing something deeply selfless—caring for others even after you're gone.Spend a date identifying:Who will serve as executor or guardian for your children?How do you want your assets used to bless others?What legacy of faith and generosity do you want to leave behind?Growing Together Through Financial StewardshipMoney dates are about far more than numbers. They're about connection, empathy, and shared purpose. When couples talk about money in ways that honor God and each other, they grow in wisdom—and unity.When you come together around money with openness and grace, you draw closer not just to each other, but to the heart of God.———————————————————————————————————————Dr. Enete's full article, “Six Great Money Dates,” appears in the 2nd issue of Faithful Steward magazine. When you become a FaithFi Partner with a monthly gift of $35 (or $400 annually), you'll receive Faithful Steward magazine and other exclusive resources to help you grow as a faithful steward. Visit FaithFi.com/Partner to learn more.On Today's Program, Rob Answers Listener Questions:My employer closed over six months ago, and I've been unemployed since. My unemployment benefits are gone, and I'm paying my mortgage and bills from savings, which are running low. I've owned my home for over 30 years and have good credit. How can I protect my home, and is mortgage forbearance a good option without hurting my credit?I own a condo, and our HOA has issued two large special assessments for roof repairs—first $1,000 per unit for several months, and now another $781 per month. The original contractor was paid and disappeared. Are there government agencies that can investigate or protect owners in this situation, and what rights do I have?Resources Mentioned:Faithful Steward: FaithFi's Quarterly Magazine (Become a FaithFi Partner)Six Great Money Dates (Article by Dr. Shane Enete - Faithful Steward: Issue 2)Our Ultimate Treasure: A 21-Day Journey to Faithful StewardshipWisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA)FaithFi App Remember, you can call in to ask your questions every workday at (800) 525-7000. Faith & Finance is also available on Moody Radio Network and American Family Radio. You can also visit FaithFi.com to connect with our online community and partner with us as we help more people live as faithful stewards of God's resources. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    We Don't PLAY
    Is SEO Dead in 2026? SEO Services Vs SEO Agencies FAQs with Favour Obasi-ike

    We Don't PLAY

    Play Episode Listen Later Feb 2, 2026 71:47


    Is SEO Dead in 2026? SEO is not dead, it's evolving. While Google still dominates with 1.63 trillion visits (26x more than ChatGPT's 47.7 billion), the key to success in 2026 is integrating AI into your SEO strategy. Favour Obasi-ike, MBA, MS breaks it down today.Traditional SEO alone is becoming obsolete. This episode explores how to treat your website as intellectual property, the importance of content freshness, and why "your voice is your invoice" when it comes to differentiated messaging.Key Learning Topics1. SEO Has Evolved Into an "Exposure Engine"SEO reveals what your website is missing and how to show up in both traditional search and AI platforms (LLMs). Without AI integration, you're using outdated marketing.2. AI-SEO Integration is Essential39% see results within 1-2 months with AI-generated content; 26% in under one month. Organic SEO visibility directly impacts AI discoverability.3. Your Website is Intellectual PropertyTreat your domain like a plot of land and your website as the building. The "last modified" date signals freshness to search engines.4. "Your Voice is Your Invoice"If you're not selling, you're not saying anything different. Stories sell better than facts. Be provocative and unique in your messaging.5. Content Repurposing StrategyOne piece of content → 5-10 blog posts → e-book → lead magnet → courses. Stack your value ladder without reinventing the wheel.6. Preparation Drives Success"What you do off the field makes you an all-star on the field." Do the work before the work—send prep materials, plan content in batches.7. The Difference: Being Heard vs. Being HiredVisibility without differentiation doesn't convert. Say what competitors won't say to turn attention into revenue.8. Platform-Specific OptimizationGoogle/YouTube favor mobile; ChatGPT sees more desktop usage. Optimize for platform-specific user behaviors.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>> Favour Obasi-ike Quick LinksEpisode TimestampsIntroduction & Core Concepts00:00 - Is SEO dead in 2026?01:31 - Main question introduced02:33 - Google: 1.63 trillion visits vs ChatGPT: 47.7 billion03:02 - "SEO is not dead" - it's an exposure engine03:34 - Warning about building without AI integrationMo Dub: Voice & Differentiation04:47 - Mo Dub introduces himself04:59 - "Your voice is an invoice"05:22 - If you're not selling, you're not saying anything different05:46 - Being heard vs. being hired06:07 - People are always searching for solutions06:34 - Google algorithm changes require contingency plansWebsite as Property08:21 - "Last modified" concept explained08:44 - Websites as intellectual property08:56 - Domain = plot, website = buildingAI Integration & Statistics35:49 - AI-generated content effectiveness35:58 - 39% see results in 1-2 months36:10 - 26% see results in under 1 month37:01 - Organic search enables AI discoverability37:25 - "SEO is dead" is false advertising38:03 - Traditional SEO without AI is obsoleteCopywriting & Content Strategy38:34 - "Facts tell, stories sell"39:28 - "What you do off the field makes you an all-star"39:35 - Your harvest is determined by your hustle40:22 - Doing the work before the work40:49 - Repurposing one blog into multiple formats41:28 - The more you speak, the more you get paidPlatform Statistics43:07 - Google: 97.4 billion visits43:24 - Google mobile: 70B, desktop: 26.5B43:36 - YouTube: 44.6% of traffic44:26 - ChatGPT: 5.3 billion visits44:33 - ChatGPT desktop: 4.19B, mobile: 1.24B44:41 - More desktop usage on ChatGPT vs mobile on GoogleClosing68:15 - Thanks and tomorrow's topic: WordPress vs Webflow68:56 - This calendar layout won't repeat until 203770:15 - Sign-offFAQsQ: Is SEO really dead in 2026?A: No. Google still dominates traffic, but traditional SEO without AI integration is becoming obsolete. You must optimize for both search engines and AI platforms.Q: How long to see results with AI-integrated SEO?A: 39% see results in 1-2 months; 26% in under one month with AI-generated content.Q: What does "your voice is an invoice" mean?A: What you say directly impacts revenue. If you're not selling, you're not saying anything different from competitors. Speak up with unique value.Q: Why is "last modified" important?A: It signals to search engines that your site is active and relevant. Fresh content ranks better; stale content suggests abandonment.Q: Being heard vs. being hired—what's the difference?A: Being heard is visibility; being hired is conversion. You need provocative, differentiated messaging to convert attention into clients.Q: How do I repurpose content effectively?A: Create one piece → expand to 5-10 blog posts → compile into e-book → create lead magnet → develop courses. Maximize ROI without recreating.Q: Why optimize for AI if Google dominates?A: AI platforms pull from sites ranking in organic search. No organic visibility = no AI visibility. Plus, AI is growing rapidly—optimize now for the future.Q: What's "doing the work before the work"?A: Preparation that makes execution efficient: sending prep videos before calls, batching content creation, planning your ecosystem in advance.Q: How important is mobile optimization?A: Critical. Google and YouTube see 70B+ mobile vs 26.5B desktop. However, ChatGPT is desktop-heavy (4.19B vs 1.24B mobile).Q: What's the biggest SEO mistake in 2026?A: Treating SEO as traditional marketing without AI integration, and neglecting content freshness through regular updates.Key TakeawaysSEO is evolving, not dying—AI integration is now mandatoryGoogle: 1.63T visits vs ChatGPT: 47.7B—search still dominates39% see results in 1-2 months with AI-integrated contentYour voice is your invoice—differentiation drives revenueTreat websites as intellectual property requiring maintenance"Last modified" dates signal relevance to search enginesStories sell better than facts—focus on transformationOne content piece can become multiple revenue streamsBeing heard ≠ being hired—you need unique messagingOrganic SEO enables AI discoverability—can't skip the foundationMobile-first for Google/YouTube; desktop-heavy for ChatGPTPreparation (work before work) separates all-stars from averageTraditional SEO without AI is obsolete marketingContent freshness and regular updates are non-negotiableYour harvest is determined by your hustleSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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    We Don't PLAY
    LinkedIn Premium vs. Clubhouse Plus: Paid Social Business App Features Comparison Talk with Favour Obasi-ike

    We Don't PLAY

    Play Episode Listen Later Jan 31, 2026 42:04


    In this "LinkedIn Premium vs. Clubhouse Plus: Paid Social Business App Features Comparison" episode, Favour Obasi-ike, MBA, MS leads a detailed discussion comparing the premium subscription services of two major professional and social platforms: LinkedIn Premium and Clubhouse Plus. The conversation delves into the value proposition, pricing, and return on investment (ROI) for each service, offering listeners a clear framework for deciding which, if any, is the right investment for their professional goals. With contributions from guest speaker Jason and Celeste, the episode provides a balanced view, weighing the feature sets of both platforms against the practical needs of users, from small business owners to large corporate professionals. The discussion also highlights the importance of intentionality and active participation to maximize the benefits of these powerful networking tools.Podcast Episode: Learning TopicsThis episode offers valuable insights into several key areas of professional development and social media strategy. Listeners will gain a deeper understanding of the following topics:Platform Investment Strategy: Learn how to evaluate the costs and benefits of premium social media features to make informed investment decisions.Social Platform ROI: Discover methods for calculating the return on your investment of time, energy, and money on platforms like LinkedIn and Clubhouse.LinkedIn Optimization: Uncover underutilized free features, such as LinkedIn Projects, and learn how to build a compelling profile that attracts employers.Professional Networking: Gain best practices for building and maintaining a strong professional network, both online and off.Market Analysis Frameworks: An introduction to the TAM, SAM, and SOM (Total Addressable Market, Service Addressable Market, and Service Obtainable Market) framework for strategic planning.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 OnlinePodcast Episode Key TimestampsNavigate the episode with these key timestamps to find the most relevant discussions for you:[00:00 - 02:00] Introduction to the discussion on LinkedIn Premium vs. Clubhouse Plus.[03:30 - 04:00] A direct comparison of the pricing structures for both services.[06:00 - 07:00] The history of LinkedIn Audio and its place in the social audio landscape.[07:00 - 08:00] The host shares their extensive history and experience with both platforms.[28:00 - 35:00] Guest speaker Jason offers a critical perspective on the timing of Clubhouse Plus and the ROI of LinkedIn Premium for small businesses.[36:00 - 38:30] A deep dive into the powerful and underutilized "Projects" feature on LinkedIn.[38:40 - 40:00] Closing thoughts and the application of the TAM/SAM/SOM framework to personal branding.Frequently Asked Questions (FAQs)1. What is the main difference between LinkedIn Premium and Clubhouse Plus?The primary difference lies in their core purpose. LinkedIn Premium is geared towards professional advancement, offering tools for job seeking, sales, and recruitment. Clubhouse Plus enhances the social audio experience, providing features for dedicated users to improve their networking and content creation on the platform.2. Is LinkedIn Premium worth it for small businesses?According to guest speaker Jason, the ROI for small businesses might be limited. While it offers powerful search and recruiting tools, many of the key benefits for networking and profile enhancement can be achieved using the platform's free features effectively.3. What are the most valuable free features on LinkedIn?The "Projects" feature is highlighted as a powerful tool to showcase your work and skills in detail. Additionally, collecting recommendations and building a comprehensive profile are highly effective free strategies for professional growth.4. How can I maximize my presence on these platforms without paying?The key is active and intentional participation. On LinkedIn, this means fully utilizing all profile sections, engaging with content, and connecting with other professionals. On Clubhouse, it involves joining relevant conversations, contributing valuable insights, and building a network through active participation.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    money social media ai google social bible marketing entrepreneur news podcasts ms search podcasting chatgpt mba artificial intelligence web services branding reddit comparison seo hire small business roi pinterest projects advertising clubhouse tactics traffic digital marketing bible study entrepreneurial content creation budgeting content marketing web3 financial planning email marketing social media marketing rebranding hydration tam small business owners entrepreneur magazine money management favour monetization geo marketing tips web design search engine optimization quora drinking water b2b marketing podcast. google ai biblical principles website design marketing tactics get hired digital marketing strategies entrepreneur mindset business news entrepreneure small business marketing google apps spending habits seo tips website traffic small business success entrepreneur podcast small business growth podcasting tips social business ai marketing seo experts webmarketing branding tips financial stewardship google seo small business tips paid social email marketing strategies pinterest marketing social media ads entrepreneur tips seo tools search engine marketing marketing services budgeting tips seo agency web 3.0 social media week web traffic blogging tips seo marketing entrepreneur success social media news small business loans personal financial planning small business week seo specialist business apps website seo marketing news content creation tips seo podcast digital marketing podcast seo best practices kangen water seo services data monetization ad business diy marketing obasi large business web tools pinterest seo web host smb marketing marketing hub marketing optimization small business help storybranding web copy entrepreneur support on clubhouse pinterest ipo entrepreneurs.
    The Wise Money Show™
    The Biggest Tax Law Changes You Need to Plan For Right Now

    The Wise Money Show™

    Play Episode Listen Later Jan 31, 2026 42:11


    Before you file your taxes, there are critical financial planning moves you need to understand. In this episode of the Wise Money Show, we break down the most important tax law changes for 2025 and 2026, including SALT cap updates, senior deductions, child tax credits, and new retirement rules. This isn't about getting a bigger refund; it's about using proactive tax planning to pay less tax over your lifetime and avoid costly mistakes.  Season 11, Episode 24 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/q52UrJxJDU0  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.

    Down The Middle
    How Oil Prices Impact the Markets and Economy

    Down The Middle

    Play Episode Listen Later Jan 30, 2026 11:48


    Peter and Jeff share how oil is priced into everything we do, discussing the factors influencing cost, what the political interest is and who the winners and losers are when prices are volatile. Plus, learn why you should consider maintaining insurance outside your workplace.Hosted by Creative Planning's Director of Financial Planning, Jeff Stolper, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won't want to miss each of their monthly tips!Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

    Lance Roberts' Real Investment Hour
    1-30-26 Retirement Income When Markets Are Expensive

    Lance Roberts' Real Investment Hour

    Play Episode Listen Later Jan 30, 2026 28:53


    Markets may still enjoy short-term momentum, but long-term retirement planning must confront a different reality: elevated valuations, lower forward returns, and rising sequence-of-returns risk. Richard Rosso explains why retirees face a near-term tailwind in market returns—but potentially long-term secular stagnation that demands tighter portfolio guardrails. Drawing on research from Michael Kitces and Wade D. Pfau, we discuss why historically tested retirement income strategies matter more today than at any point in the last two decades. Rich breaks down: Why short-term market strength can be dangerous for new retirees How sequence-of-returns risk dominates the first 10–15 years of retirement Why portfolios need rules and guardrails, not static allocations How retirees over the last 3–5 years should consider “goal scooping” after strong market gains Why taxes still materially affect retirement income sustainability How to mentally and emotionally prepare for inevitable market volatility At RIA, we use valuation-based planning, forward-return assumptions, and behavioral coaching to help retirees avoid forced selling, manage withdrawals, and maintain confidence through changing market cycles. Retirement is not static—and neither is risk. This is about preparing before markets test your plan. 0:00 - INTRO 0:19 - Managing Retirement Income when Markets are Expensive 2:21 - Time Correction of Markets 3:59 - When Valuations Matter 5:52 - Being Prepared for Stagnation 15:04 - How to Battle Stagnation in Retirement 18:37 - Goal Scooping for Retirees 20:51 - Making Sure of Guaranteed Income 24:32 - Determining Personal Rate of Return Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/5MX3c-VM-n0?feature=share ------- Watch our previous show, "1-29-26 Market Risks Behind Powell's “Nonrestrictive” Stance," here: https://www.youtube.com/watch?v=1vX2vPQQp28 -------- The latest installment of our new feature, Before the Bell, "Markets Stall at 7,000: Breakout or Bull Trap?" is here: https://www.youtube.com/watch?v=meTHta-tC1o&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/ #RetirementIncome #MarketValuations #SequenceOfReturns #FinancialPlanning

    The Real Investment Show Podcast
    1-30-26 Retirement Income When Markets Are Expensive

    The Real Investment Show Podcast

    Play Episode Listen Later Jan 30, 2026 28:54


    Markets may still enjoy short-term momentum, but long-term retirement planning must confront a different reality: elevated valuations, lower forward returns, and rising sequence-of-returns risk. Richard Rosso explains why retirees face a near-term tailwind in market returns—but potentially long-term secular stagnation that demands tighter portfolio guardrails. Drawing on research from Michael Kitces and Wade D. Pfau, we discuss why historically tested retirement income strategies matter more today than at any point in the last two decades. Rich breaks down: Why short-term market strength can be dangerous for new retirees How sequence-of-returns risk dominates the first 10–15 years of retirement Why portfolios need rules and guardrails, not static allocations How retirees over the last 3–5 years should consider "goal scooping" after strong market gains Why taxes still materially affect retirement income sustainability How to mentally and emotionally prepare for inevitable market volatility At RIA, we use valuation-based planning, forward-return assumptions, and behavioral coaching to help retirees avoid forced selling, manage withdrawals, and maintain confidence through changing market cycles. Retirement is not static—and neither is risk. This is about preparing before markets test your plan. 0:00 - INTRO 0:19 - Managing Retirement Income when Markets are Expensive 2:21 - Time Correction of Markets 3:59 - When Valuations Matter 5:52 - Being Prepared for Stagnation 15:04 - How to Battle Stagnation in Retirement 18:37 - Goal Scooping for Retirees 20:51 - Making Sure of Guaranteed Income 24:32 - Determining Personal Rate of Return Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/5MX3c-VM-n0?feature=share ------- Watch our previous show, "1-29-26 Market Risks Behind Powell's "Nonrestrictive" Stance," here: https://www.youtube.com/watch?v=1vX2vPQQp28 -------- The latest installment of our new feature, Before the Bell, "Markets Stall at 7,000: Breakout or Bull Trap?" is here: https://www.youtube.com/watch?v=meTHta-tC1o&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/ #RetirementIncome #MarketValuations #SequenceOfReturns #FinancialPlanning

    Canadian Wealth Secrets
    Retained Earnings Are Growing—So Why Does It Still Feel Uncomfortable? A Canadian Business Owner Case Study

    Canadian Wealth Secrets

    Play Episode Listen Later Jan 30, 2026 9:15


    Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereWhat should you do when your corporation has more cash than clarity?Many incorporated business owners hit a silent milestone: revenue is steady, personal income is solid, but inside the corporation, retained earnings quietly pile up—doing nothing. Inflation erodes their value. Investment options seem risky, tax-heavy, or too complex. The real challenge isn't just finding a strategy—it's knowing what role that idle money should play. In this episode, Tyson, a physiotherapy clinic owner, shares his journey from uncertainty to empowerment as he reframes his financial approach and builds a stable foundation for growth.You'll discover:Why retained earnings can become a hidden liability if left unstructuredThe mindset shift from chasing returns to preserving optionalityHow corporate-owned whole life insurance can offer growth, access, and protection—without rushing into risky decisionsIf your retained earnings feel stuck or exposed, press play now to hear how stability and strategy can unlock new possibilities.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…inveReady to connect? Text us your comment including your phone number for a response!ManyReady to connect? Text us your comment including your phone number for a response!If you listen to podcasts like The Rational Reminder with Ben Felix & Cameron Passmore, The Canadian Investor, The Canadian Real Estate Investor, Build Wealth Canada with Kornel Szrejber, ChooseFI with Jonathan Mendonsa & Brad Barrett, Afford Anything with Paula Pant, The Ramsey Show with Dave Ramsey, BiggerPockets Money, The Money Guy Show with Brian Preston & Bo Hanson, Invest Like the Best with Patrick O'Shaughnessy, Masters in Business with Barry Ritholtz, The Wealthy Barber Podcast with David Chilton, Financial Audit with Caleb Hammer, In the Money with Amber Kanwar, The Loonie Hour with Steve Saretsky, or More Money Podcast with Jessica Moorhouse — we're confident you'll enjoy Canadian Wealth Secrets too.Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

    Advisor Talk with Frank LaRosa
    Why Do the Most Successful Financial Advisors Focus on Purpose Instead of Payout?

    Advisor Talk with Frank LaRosa

    Play Episode Listen Later Jan 29, 2026 29:47


    Frank and Stacey break down the critical difference between goals and purpose, why confusing the two leads to burnout, and how advisors who reconnect to their “why” build stronger client relationships, make better transition decisions, and enjoy their careers longer. Key questions answered in this episode: What is the difference between a financial advisor's goals and their purpose? Goals define outcomes; purpose defines motivation. Advisors who mistake goals for purpose often feel lost after achieving success. Why do advisors feel unfulfilled after hitting major milestones? Reaching AUM targets, exit valuations, or retirement dates doesn't replace the deeper fulfillment that comes from meaningful client impact. How does purpose improve advisor-client relationships? Advisors who understand a client's underlying purpose - not just financial objectives - build deeper trust and longer-lasting relationships. Why do many advisors think they want to retire when they really want a better environment? Burnout is often driven by firm constraints, not a loss of passion for clients. What conversations should advisors be having with clients that most never do? Purpose-driven conversations lead to better outcomes for both advisors and clients. If you're a financial advisor questioning your next move, feeling disconnected from your work, or considering a transition, this episode provides a framework to rethink success - and reconnect with why you started in the first place. For many advisors, rediscovering purpose is also what clarifies whether a firm transition is necessary - or whether the real issue is the environment they're in. Learn more about Elite and our 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 & Acquisitions https://eliteadvisorsuccessions.com JEDI Database Solutions | Technology Solutions for Advisors https://jedidatabasesolutions.com Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

    We Don't PLAY
    Social Business: LinkedIn SEO Best Practices and Marketing Tactical Strategies with Favour Obasi-ike

    We Don't PLAY

    Play Episode Listen Later Jan 29, 2026 98:19


    In this episode of the Marketing Club on Clubhouse, host Favour Obasi-ike, MBA, MS discusses "Social Business: LinkedIn SEO Best Practices with Marketing Tactical Strategies". The conversation, with industry friends and guests Jolanta, Celeste, and David Baker, delves into the nuances of optimizing your LinkedIn presence to increase visibility and build a strong personal brand. The episode covers a range of topics, from the importance of a clean and professional LinkedIn profile URL to the strategic use of LinkedIn features like newsletters and polls. The speakers emphasize the long-term value of content creation, the significance of building an email list, and the power of leveraging AI tools to enhance your marketing efforts.This podcast episode is packed with actionable advice for anyone looking to leverage LinkedIn for business growth and personal branding and social business building.Learning TopicsLinkedIn Profile Optimization: Learn how to optimize your LinkedIn profile for maximum visibility, including the importance of a clean URL and a well-crafted headline.Content Strategy: Discover effective content strategies for LinkedIn, including the use of polls, GIFs, and newsletters to engage your audience.The Power of Email Marketing: Understand why building an email list is crucial for long-term business success and how to integrate it with your LinkedIn strategy.Leveraging AI Tools: Get insights into using AI tools like Shield App to analyze your LinkedIn performance and gain a competitive edge.Long-Term SEO Value: Learn about the long-term benefits of creating high-quality content and how it contributes to your overall SEO strategy.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 OnlineEpisode Timestamps[00:00 - 01:53] Introduction to LinkedIn SEO and its importance for business growth.[01:53 - 05:26] The importance of a clean and professional LinkedIn profile URL.[05:26 - 08:08] How to optimize your LinkedIn headline and avoid keyword stuffing.[08:08 - 15:45] The long-term value of content and the 24-month yield of an article.[15:45 - 23:10] The importance of building an email list and not relying solely on social media platforms.[23:10 - 33:31] How to use LinkedIn polls to engage your audience and gather insights.[33:31 - 40:12] Using GIFs on LinkedIn to make your posts more visually appealing.[40:12 - 50:30] The benefits of creating a LinkedIn company profile and using newsletters.[50:30 - 01:05:00] Discussion on various AI tools and search engines like Perplexity, ChatGPT, and Gemini.[01:05:00 - 01:15:00] Guest David Baker shares his story about getting locked out of his LinkedIn account and the importance of owning your audience.[01:15:00 - 01:25:00] Introduction to Shield App, an AI tool for LinkedIn analytics.[01:25:00 - 01:36:45] Final thoughts and key takeaways from the speakers.Frequently Asked Questions (FAQs)Q: Why is it important to have a clean LinkedIn URL?A: A clean LinkedIn URL (e.g., linkedin.com/in/yourname) is crucial for SEO and personal branding. It makes your profile look more professional and easier to find. Avoid URLs with random numbers or characters, as they can hurt your visibility.Q: Should I use hashtags on LinkedIn?A: The speakers suggest that hashtags are not essential on LinkedIn. It's more important to create high-quality content that resonates with your target audience. However, if you do use hashtags, use them sparingly and strategically.Q: How can I make my LinkedIn posts more engaging?A: You can use polls, GIFs, and visually appealing content to make your posts more engaging. Polls are a great way to interact with your audience and gather feedback, while GIFs can add a touch of personality to your posts.Q: What is the Shield App?A: Shield App is an AI-powered analytics tool for LinkedIn. It helps you track your content performance, understand your audience, and gain insights to improve your LinkedIn strategy. The speakers recommend it as a valuable tool for serious LinkedIn users.Q: Why is building an email list so important?A: You don't own your social media followers. If you get locked out of your account or the platform changes its algorithm, you could lose your audience. An email list gives you a direct line of communication with your followers that you control.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    money social media ai power google social strategy bible marketing entrepreneur news podcasts ms search podcasting chatgpt mba artificial intelligence web services branding reddit seo hire small business pinterest advertising clubhouse tactics traffic digital marketing bible study gemini entrepreneurial content creation budgeting content marketing polls web3 financial planning email marketing tactical social media marketing rebranding hydration small business owners entrepreneur magazine money management favour monetization geo marketing tips web design search engine optimization quora perplexity gifs drinking water b2b marketing podcast. google ai biblical principles website design marketing tactics get hired digital marketing strategies entrepreneur mindset business news entrepreneure small business marketing david baker google apps spending habits seo tips website traffic small business success entrepreneur podcast small business growth podcasting tips social business ai marketing seo experts webmarketing branding tips financial stewardship google seo small business tips email marketing strategies pinterest marketing social media ads entrepreneur tips seo tools search engine marketing marketing services budgeting tips seo agency web 3.0 social media week web traffic blogging tips seo marketing entrepreneur success jolanta small business loans social media news personal financial planning small business week seo specialist website seo marketing news content creation tips seo podcast digital marketing podcast seo best practices kangen water seo services data monetization ad business diy marketing obasi large business web tools pinterest seo web host smb marketing marketing hub marketing optimization small business help storybranding web copy entrepreneur support pinterest ipo entrepreneurs.
    AFO|Wealth Management Forward
    Carl Richards on Conversations, Capital, and the Real Work of Financial Planning

    AFO|Wealth Management Forward

    Play Episode Listen Later Jan 29, 2026 38:09


    In this episode, Rory speaks with Carl Richards, creator of the Sketch Guy column and author of Your Money: Reimagining Wealth in 101 Simple Sketches, about why the real work of financial planning starts with better conversations, not better spreadsheets. Carl shares how his simple sketches became tools for clarity, helping clients rethink money through the lenses of attention, time, energy, and values, not just dollars. They explore why “enough” is not a number but a state of being, how spending awareness can replace shame with intention, and why small behavioral shifts often matter more than sophisticated strategies. Carl also explains why planning is not about predicting the future but about becoming less wrong over time, especially in a world where uncertainty is the norm. Want to know how advisors can help clients align their money with what truly matters? Curious how better questions lead to better outcomes than better answers? Find out the answers to these questions and more in this thoughtful and practical conversation with Carl Richards.• The link to order Carl's book on Amazon, or folks can head to their favorite local bookstore• The link to place a bulk order of Carl's book. Listeners can save an additional 5% by using the code YourMoney5 at checkout.• Social media links if you'd like to tag Carl: LinkedIn, X, Instagram.

    The Liquidity Event
    Childcare Costs, Private Equity Ruining Everything, and When to Wake Up – Episode 174

    The Liquidity Event

    Play Episode Listen Later Jan 29, 2026 30:56


    In this episode of The Liquidity Event, AJ is joined by Caitlin, Brooklyn Fi's Director of Financial Planning, to unpack why the math of modern life feels so broken. They start with the true cost of having a stay-at-home parent, breaking down why headlines claiming it only takes $90,000 a year fall apart once you factor in taxes, housing, childcare backups, and real-world spending. From there, the conversation turns to how private equity is quietly reshaping essential services — from volunteer fire departments and hospitals to fertility clinics and Toys "R" Us — and why consolidation often leads to higher costs and worse outcomes. The episode wraps with a lighter discussion on sleep chronotypes and early mornings, listener questions on Botox tipping etiquette, inheritance planning and startup risk, and why holding more cash (in a high-yield savings account) can actually make investors feel more confident in uncertain markets. Key Timestamps (00:00) Welcome to Episode 174 and what's on deck (01:15) Introducing Caitlin and her role at Brooklyn Fi (03:09) How much it really costs to have a stay-at-home parent (04:18) The K-shaped economy and why middle-class math doesn't work (06:41) Private equity and volunteer fire departments (08:15) Consolidation, monopolies, and rising fire truck costs (10:32) Toys "R" Us, hospitals, and private equity fallout (12:04) Fertility clinics, healthcare consolidation, and service breakdowns (14:34) Sleep chronotypes, early risers, and waking up at 5 a.m. (19:18) Botox tipping etiquette and the med spa economy (22:46) Inheritance planning, startup risk, and how much is okay to invest (26:04) Market fear, cash cushions, and why high-yield savings matter  

    Retirement Answer Man
    Retire on FIRE: Rocking an Early Retirement- The Challenges of Retiring Early

    Retirement Answer Man

    Play Episode Listen Later Jan 28, 2026 28:22


    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

    Do Business. Do Life. — The Financial Advisor Podcast — DBDL
    153: Daniel Harkavy - How Advisors Accidentally Build Businesses They Hate

    Do Business. Do Life. — The Financial Advisor Podcast — DBDL

    Play Episode Listen Later Jan 28, 2026 76:24


    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.

    The Best Interest Podcast
    Some Dumb Financial Moves (That I'm Fine With) - E128

    The Best Interest Podcast

    Play Episode Listen Later Jan 28, 2026 41:28


    In this candid solo episode, Jesse walks through a series of financial decisions that look "wrong" on paper but make complete sense when viewed through the lens of real life, values, and tradeoffs. Using personal examples, he challenges the idea that optimal spreadsheets should always dictate behavior, arguing instead that financial planning exists to support a life well lived—not to win theoretical efficiency contests. Jesse explains why holding excess cash even when expected returns favor investing, and prioritizing flexibility and simplicity over marginal tax optimization. Throughout the episode, he dismantles the myth that good planning means eliminating all inefficiency, emphasizing that peace of mind, optionality, and behavioral alignment often outweigh incremental gains. By reframing "dumb" financial moves as intentional choices made with eyes wide open, Jesse encourages listeners to separate true financial mistakes from decisions that are simply mismatched to someone else's values or risk tolerance—and to give themselves permission to choose what actually works for their lives. Key Takeaways: • Not all financially "inefficient" decisions are mistakes. Optimization often ignores behavioral and emotional realities. • Taking care of a low interest loan can offer peace of mind—despit better returns often being found in investments. • Leasing a car or renting a home may be the right move—depending on the situation. • Using an HSA early may seem like a bad idea, but it could help reduce stress elsewhere in our financial lives. • Being a "lazy investor" is often better than being a complicated investor. • Spreadsheets cannot fully capture human behavior. A "good" decision can look bad to outsiders and still be right. Key Timestamps: (00:46) – Sandbox Investing Accounts (04:48) – Paying Off Low-Interest Loans (09:37) – Leasing a Car: Pros and Cons (13:05) – Emergency Funds and Cash Allocation (19:56) – Balancing Emotions and Math in Social Security Decisions (22:17) – Owning Company Stock: Risks and Rewards (23:33) – Taxable Brokerage Accounts vs. Qualified Retirement Accounts (27:55) – Using HSA Accounts for Medical Expenses (29:51) – Renting vs. Buying: A Balanced Perspective (34:52) – The Concept of Lazy Investing (39:59) – Continuous Learning in Personal Finance Key Topics Discussed:The Best Interest, Jesse Cramer, Wealth Management Rochester NY, Financial Planning for Families, Fiduciary Financial Advisor, Comprehensive Financial Planning, Retirement Planning Advice, Tax-Efficient Investing, Risk Management for Investors, Generational Wealth Transfer Planning, Financial Strategies for High Earners, Personal Finance for Entrepreneurs, Behavioral Finance Insights, Asset Allocation Strategies, Advanced Estate Planning Techniques More of The Best Interest: Check out the Best Interest Blog at https://bestinterest.blog/ Contact me at jesse@bestinterest.blog Consider working with me at https://bestinterest.blog/work/ Personal Finance for Long-Term Investors is a personal podcast meant for education and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.

    We Don't PLAY
    Search Engine Marketing Best Practices (SEM) for High Performance and Conversions with Favour Obasi-ike

    We Don't PLAY

    Play Episode Listen Later Jan 28, 2026 137:41


    Favour Obasi-ike, MBA, MS takes us on deep dive into the world of digital marketing, with a strong focus on Search Engine Marketing (SEM) and Search Engine Optimization (SEO). The host breaks down the key differences and relationship between these two critical components of a successful online strategy. The discussion covers the entire customer journey, from the pre-click phase, where the user is first searching for information, to the post-click phase, where the goal is to convert the user into a customer.A significant portion of the episode is dedicated to practical, actionable advice for improving conversion rates. This includes a detailed look at crafting effective Calls to Action (CTAs), optimizing landing pages, and leveraging analytics to make data-driven decisions. The host also shares a valuable tip on using brackets in headlines to increase click-through rates. This episode features a friend / guest from Canada

    spotify tiktok money canada social media ai power google social bible marketing entrepreneur news podcasts video ms search podcasting chatgpt mba artificial intelligence black friday web services branding reddit seo hire ends small business pinterest timing advertising tactics pierre traffic analytics digital marketing bible study discounts entrepreneurial content creation budgeting titles historically content marketing sem web3 financial planning high performance email marketing social media marketing rebranding tutorials hydration google ads small business owners conversions entrepreneur magazine ppc money management cta favour monetization geo brackets marketing tips search engines web design search engine optimization quora drinking water b2b marketing podcast. google ai biblical principles website design marketing tactics ctas get hired digital marketing strategies tokenization entrepreneur mindset seasonality business news entrepreneure small business marketing google apps spending habits seo tips website traffic small business success entrepreneur podcast small business growth podcasting tips ai marketing seo experts webmarketing seo search engine optimization branding tips financial stewardship google seo small business tips email marketing strategies pinterest marketing local marketing social media ads entrepreneur tips seo tools search engine marketing microsoft bing marketing services budgeting tips conversion optimization seo agency web 3.0 social media week web traffic seo marketing blogging tips entrepreneur success website optimization data tracking social media news small business loans personal financial planning small business week seo specialist website seo marketing news content creation tips marketing best practices seo podcast digital marketing podcast seo sem seo best practices kangen water duplicate content seo services landing page optimization data monetization ad business diy marketing pay per click advertising obasi large business web tools pinterest seo web host smb marketing search engine marketing sem marketing hub marketing optimization small business help storybranding web copy entrepreneur support pinterest ipo entrepreneurs.
    Marc To Markets
    2025 Review and 2026 Outlook

    Marc To Markets

    Play Episode Listen Later Jan 28, 2026 34:52


    Send us a text2025 was a successful year for investors, even with a heightened degree of uncertainty. On this episode, some of the topics I covered include: Performance across various asset classes in 2025The outlook for 2026The state of the economy including data on employment, inflation, and interest ratesThe debate about if we are in a “bubble” and how AI and technology figure into our thinkingThe impact of the bull market on financial plans and how/if asset allocations should be adjusted in responseThis episode is a replay of a client webinar from January 2026.  With any questions or comments, or to discuss your own financial situation, I can be reached at marc.penziner@bernstein.com or 212-969-6655.The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s).  AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein.

    Life Matters – A Penn Mutual Podcast
    The Smarter Way to Approach Financial Planning for Physicians

    Life Matters – A Penn Mutual Podcast

    Play Episode Listen Later Jan 28, 2026 38:17


    In this episode of the Life Matters Podcast, host Bill Bell, Vice President of Advanced Sales at Penn Mutual, is joined by Jason O'Dell, Managing Partner, and Carole Foos, Chief Financial Officer of OJM Group (now part of Earned), to explore why physicians are one of the most underserved client segments and how financial professionals can work with them more effectively.You'll hear practical insights on:• Why doctors can feel intimidating to work with and how to overcome common challenges• How an education-first approach helps attract and retain the right physician clients• How healthcare consolidation impacts both practice and personal planning• Balancing student loan debt, retirement savings, and long-term financial goals• Where life insurance fits, from protection and tax-efficient income to asset protection and business planningHave a question or comment for Bill? Drop him an email at: LifeMatters@PennMutual.comFollow Us Facebook: https://www.facebook.com/PennMutual/Instagram: https://www.instagram.com/PennMutual/LinkedIn: https://www.linkedin.com/company/penn-mutual/Presented by Penn Mutual: https://www.pennmutual.com/This podcast is for informational purposes. Guests' views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state.For federal income tax purposes, life insurance death benefits generally pay income tax-free to beneficiaries pursuant to IRC Sec. 101(a)(1). In certain situations, however, life insurance death benefits may be partially or wholly taxable. Situations include, but are not limited to: the transfer of a life insurance policy for valuable consideration unless the transfer qualifies for an exception under IRC Sec. 101(a)(2)(i.e. the transfer-for-value rule); arrangements that lack an insurable interest based on state law; and an employer-owned policy unless the policy qualifies for an exception under IRC Sec. 101(j).8716108NS_JAN28 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    REAL ESTATE TODAY RADIO
    Smart Financial Planning for Today's Homebuyers

    REAL ESTATE TODAY RADIO

    Play Episode Listen Later Jan 28, 2026 26:19


    Buying a home today takes more than finding the right property. It also takes financial fitness. This week on Real Estate Today, we break down the true cost of homeownership, from hidden expenses buyers often overlook to the impact of soaring home insurance bills. Learn how much buyers really need to save, what down payments look like in today's market, and the smart ways buyers are getting creative to make homeownership possible. Guests include Christopher Wands, REALTOR® with Douglas Elliman Real Estate; Shawn Yerkes, group president of financial services at Genstone Financial; and Julia Taliesin, data journalist at Insurify. Plus, in our Hot or Not segment, we look at what's trending in home design, including color capping, texture maxxing, tile drenching, cozy maxxing and loud luxury, along with design trends officially out this year, such as minimalism, modern farmhouse and dainty florals.

    21.FIVE - Professional Pilots Podcast
    197. What's Changing with Airline Pilot Retirement in 2026?

    21.FIVE - Professional Pilots Podcast

    Play Episode Listen Later Jan 27, 2026 54:08


    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.

    We Don't PLAY
    Top 7 Email Marketing Best Practices that Earn Revenue (ROI) in 2026 with Favour Obasi-ike

    We Don't PLAY

    Play Episode Listen Later Jan 27, 2026 61:45


    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.

    money trust social media ai google social bible marketing entrepreneur real news podcasts ms planning search focus podcasting clients chatgpt authority mba balancing artificial intelligence web services branding reddit identifying seo hire identify small business roi pinterest tracking vip tactics revenue traffic earn best practices expertise digital marketing crm bible study maximize helpful maximizing entrepreneurial content creation budgeting sms content marketing web3 financial planning email marketing social media marketing rebranding bing hydration hubspot small business owners entrepreneur magazine money management favour monetization geo marketing tips mailchimp web design search engine optimization repurposing quora spf drinking water create content b2b marketing podcast. google ai biblical principles website design marketing tactics get hired digital marketing strategies entrepreneur mindset business news entrepreneure mrr small business marketing google apps spending habits seo tips google search console website traffic small business success constant contact entrepreneur podcast small business growth podcasting tips key metrics ai marketing seo experts webmarketing branding tips financial stewardship google seo small business tips email marketing strategies pinterest marketing social media ads entrepreneur tips seo tools search engine marketing marketing services budgeting tips dmarc technical seo seo agency web 3.0 social media week web traffic dkim blogging tips entrepreneur success small business loans social media news personal financial planning small business week seo specialist website seo marketing news content creation tips digital marketing podcast seo podcast seo best practices kangen water e e a t seo services data monetization ad business diy marketing obasi large business web tools pinterest seo web host smb marketing microsoft clarity marketing hub marketing optimization small business help bing webmaster tools fathom analytics storybranding web copy entrepreneur support pinterest ipo entrepreneurs.
    We Don't PLAY
    Microsoft Bing SEO vs. Perplexity SEO: AI Optimization Marketing Showdown with Favour Obasi-ike

    We Don't PLAY

    Play Episode Listen Later Jan 27, 2026 55:24


    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

    money social media ai google social bible marketing entrepreneur news podcasts ms search microsoft event podcasting chatgpt mba artificial intelligence web services branding defining reddit seo hire small business pinterest advertising showdown tactics traffic digital marketing bible study entrepreneurial content creation budgeting adopt content marketing web3 financial planning email marketing social media marketing rebranding bing optimization hydration small business owners entrepreneur magazine money management structured favour monetization geo marketing tips web design search engine optimization quora perplexity drinking water b2b marketing podcast. google ai biblical principles website design marketing tactics get hired digital marketing strategies entrepreneur mindset business news entrepreneure small business marketing google apps spending habits seo tips website traffic small business success entrepreneur podcast small business growth podcasting tips ai marketing seo experts webmarketing branding tips financial stewardship perplexity ai google seo small business tips email marketing strategies pinterest marketing social media ads entrepreneur tips seo tools search engine marketing microsoft bing marketing services budgeting tips seo agency web 3.0 social media week web traffic blogging tips seo marketing entrepreneur success small business loans social media news personal financial planning small business week seo specialist website seo marketing news content creation tips seo podcast digital marketing podcast seo best practices kangen water seo services data monetization ad business diy marketing obasi large business web tools pinterest seo web host smb marketing marketing hub marketing optimization small business help bing webmaster tools storybranding web copy entrepreneur support pinterest ipo entrepreneurs.
    Advisor Revelations
    Risk Management's Role in Holistic Financial Planning

    Advisor Revelations

    Play Episode Listen Later Jan 27, 2026 19:45


    This week, Amy Arnett talks with Brad Mendenhall, Executive Vice President for Insurance Solutions at DPL. They discuss why insurance matters in holistic financial planning and how modern RIAs can integrate it into the planning process without becoming insurance experts. They also share how technology, product innovation, and a partnership with DPL can serve as a roadmap for leaders looking to enhance their clients' experience, increase AUM, and bridge the gap between asset management and protection. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

    Next Steps 4 Seniors
    S9 E180 - The Best Strategies for Avoiding Family Conflict in Estate Planning

    Next Steps 4 Seniors

    Play Episode Listen Later Jan 27, 2026 22:14


    In this episode of "Next Steps 4 Seniors," host Wendy Jones and guest Wendy Zimmer Cox, an estate planning expert, discuss the essentials of financial security and estate planning for seniors. They highlight the importance of having key legal documents, choosing the right decision-makers, and organizing vital information in a “death binder.” The conversation covers common pitfalls, such as joint bank accounts and family disputes, and stresses clear communication and proactive planning to prevent conflict and ease transitions for loved ones. Listeners are encouraged to seek professional guidance and start these important conversations early. Be sure to like and subscribe on your favorite podcast platform so that you never miss an episode. Every week brings two ways to grow: Tuesdays dive into the physical next steps with real-life guidance for seniors and families, and Fridays uplift the heart with spiritual and emotional next steps—encouragement, faith, and hope for the journey ahead. To learn more about Next Steps 4 Seniors, contact us at 248-651-5010 or visit us online at www.nextsteps4seniors.com Find us on YouTube at https://www.youtube.com/@nextsteps4seniorsLearn more : https://nextsteps4seniors.com/See omnystudio.com/listener for privacy information.

    Retiring With Enough
    Investing in Regular Increments

    Retiring With Enough

    Play Episode Listen Later Jan 27, 2026 18:01


    Send us a textWe are convinced that the average investor cannot deal successfully with price movements by endeavoring to forecast them. -Benjamin GrahamLate in 2025, I stated I would devote a blog and podcast to dollar-cost averaging. I feel that dollar-cost averaging is one of the two most important strategies that do-it-yourself investors can implement. 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

    Nightlife
    Wills and Estates Planning with Phillip McGowan

    Nightlife

    Play Episode Listen Later Jan 27, 2026 46:47


    Partner at McGowan Robertson Lawyers, Phillip McGowan joins Philip Clark and listeners to Nightlife to help untangle the web of superannuation, wills and estate planning. 

    Charleston's Retirement Coach
    The Senior Deduction Most Retirees Haven't Mapped Yet

    Charleston's Retirement Coach

    Play Episode Listen Later Jan 27, 2026 10:35


    A new tax break for Americans over 65 could quietly reshape how retirement income is taxed. Charleston’s Retirement Coach Brandon Bowen breaks down the new senior deduction under the One Big Beautiful Bill Act and explains how it fits into real-life retirement strategies. Using client examples, Brandon explores how standard deductions, Roth conversions, and tax timing interact over decades, not just one year. This episode focuses on understanding the rules, recognizing tradeoffs, and thinking through retirement income with a long-term lens. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

    Point Me To First Class
    152. Building Wealth Beyond Travel: Financial Planning for High-Earners with Lauren Oschman

    Point Me To First Class

    Play Episode Listen Later Jan 26, 2026 48:47


    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  

    Early Retirement
    "I Started Investing In My 30s And Retired At 53" | Early Retiree Shares All | Retirement Reality

    Early Retirement

    Play Episode Listen Later Jan 26, 2026 52:25 Transcription Available


    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.

    Beer & Money
    Episode 337 - Crafting a Future That Shapes Today

    Beer & Money

    Play Episode Listen Later Jan 26, 2026 17:27


    In this episode of "Built for Life Not Just Wealth," Ryan Burklo and Alex Collins discuss the importance of aligning financial planning with life events rather than just focusing on wealth accumulation. They emphasize how significant life moments—whether joyous or challenging—can shift perspectives on money, highlighting that financial security allows individuals to make decisions without the burden of financial stress. The conversation also touches on the need for flexibility in financial planning, advocating for liquidity and a cash flow system that empowers clients to prioritize their life experiences over mere wealth optimization. Check out our website:  https://www.builtforlifenotjustwealth.com/ Find us on YouTube: https://www.youtube.com/@builtforlifenotjustwealth/ Subscribe to our newsletter: https://www.quantifiedfinancial.com/subscribe-now Check out our Instagram: https://www.instagram.com/ryanburklofinance?igsh=ZTJzN3Jnajd5M2Mw Ryan Burklo's LinkedIn profile: https://www.linkedin.com/in/ryanburklo/ Alex Collin's LinkedIn profile: https://www.linkedin.com/in/alexandercollins/ For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo   #financialplanning #lifeevents #liquidity #cashflow #wealthmanagement #financialsecurity #lifeoptimization #financialflexibility #wealthvslife   Takeaways "What money can't actually fix." "Flexibility is greater than maximum net worth." "We want to design your future so powerfully that it reshapes your present." "You don't know how much liquidity you need until you need it." "It's not about this, it's about family." Chapters 00:00 Introduction to the New Podcast Theme 01:10 Life Events and Financial Planning 04:21 Optimizing Finances for Life 07:51 Planning with Flexibility 10:40 The Importance of Liquidity 12:27 Creating a Cash Flow System 13:17 Designing a Future that Reshapes the Present  

    Dentists, Puns, and Money
    Lower Retirement Taxes with RMD Planning

    Dentists, Puns, and Money

    Play Episode Listen Later Jan 26, 2026 11:31


    In this episode, host Shawn Terrell discusses the importance of planning for Required Minimum Distributions (RMDs) in retirement, using the analogy of a problematic driveway to illustrate the need for proactive financial strategies. He emphasizes the consequences of not having a plan for RMDs, including higher taxes and implications for beneficiaries. The conversation also touches on strategies to manage RMDs effectively to minimize tax burdens and ensure financial efficiency for both the individual and their heirs.-------------------------------Episode Resource ----------------------------------Meet with Dentist Exit Planning Advisor:Schedule Discovery Meeting-----------------------------------About Dentist Exit Planning:Website: dentistexit.comFacebook Group for DentistsYouTubeInstagramLinkedInSign-Up for Dentist Exit Email NewsletterEmail Shawn at: shawn@dentistexit.com

    We Don't PLAY
    Google SEO vs. ChatGPT SEO: AI Optimization Marketing Showdown with Favour Obasi-ike

    We Don't PLAY

    Play Episode Listen Later Jan 25, 2026 42:02


    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.

    money social media ai google conversations social bible marketing entrepreneur news podcasts ms search microsoft podcasting chatgpt mba artificial intelligence web services branding defining reddit seo hire small business pinterest advertising showdown tactics traffic websites digital marketing bible study siri gemini entrepreneurial content creation optimize budgeting content marketing web3 financial planning email marketing social media marketing rebranding optimization hydration google ads small business owners entrepreneur magazine money management build trust favour monetization geo marketing tips web design search engine optimization quora perplexity drinking water b2b marketing podcast. google ai biblical principles website design marketing tactics get hired digital marketing strategies entrepreneur mindset actionable steps serps business news entrepreneure small business marketing google apps spending habits seo tips website traffic small business success entrepreneur podcast small business growth podcasting tips ai marketing seo experts webmarketing branding tips financial stewardship perplexity ai google seo small business tips email marketing strategies pinterest marketing social media ads entrepreneur tips seo tools search engine marketing marketing services budgeting tips core web vitals seo agency web 3.0 social media week web traffic blogging tips seo marketing entrepreneur success small business loans social media news personal financial planning small business week seo specialist website seo marketing news content creation tips digital marketing podcast seo podcast seo best practices kangen water seo services data monetization ad business diy marketing obasi large business web tools pinterest seo web host smb marketing marketing hub marketing optimization small business help storybranding web copy entrepreneur support pinterest ipo entrepreneurs.
    We Don't PLAY
    High-Converting Emails vs Low-Converting Emails Marketing Masterclass with Favour Obasi-ike

    We Don't PLAY

    Play Episode Listen Later Jan 25, 2026 58:06


    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. Unlike social media posts that are quickly buried by algorithms, an email retains its conversion potential long after it is sent, provided it reaches the recipient's inbox through proper technical execution.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| Marketing Channel | Average Conversion Rate | Primary Advantage || Social Media | < 1% | High initial visibility and brand awareness. || Email Marketing | 16% - 33%+ | Direct connection, longevity, and high intent. || SEO | 16% - 33%+ | Sustainable organic traffic and credibility. |Technical Infrastructure and DeliverabilityA significant portion of the session is dedicated to the technical "hygiene" required to maintain high deliverability. 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.

    money ai google strategy bible marketing entrepreneur news podcasts ms search managing podcasting reflections chatgpt mba artificial intelligence web services branding reddit seo hire sustainable small business pinterest timing advertising clubhouse tactics traffic technical emails digital marketing measuring react bible study utilizing entrepreneurial content creation budgeting content marketing web3 financial planning email marketing social media marketing rebranding converting hydration small business owners entrepreneur magazine content strategy money management favour monetization geo marketing tips web design search engine optimization mx quora dns spf perplexity drinking water comparative b2b marketing podcast. google ai biblical principles website design marketing tactics get hired digital marketing strategies entrepreneur mindset business news entrepreneure small business marketing google apps spending habits seo tips website traffic small business success entrepreneur podcast small business growth podcasting tips ai marketing seo experts webmarketing branding tips financial stewardship google seo small business tips email marketing strategies pinterest marketing entrepreneur tips seo tools search engine marketing strategic insights marketing services budgeting tips marketing masterclass seo agency web 3.0 web traffic seo marketing dkim blogging tips entrepreneur success small business loans personal financial planning small business week seo specialist website seo marketing news content creation tips seo podcast digital marketing podcast seo best practices kangen water seo services data monetization ad business diy marketing obasi web tools large business pinterest seo web host smb marketing marketing hub marketing optimization small business help storybranding web copy entrepreneur support technical infrastructure pinterest ipo entrepreneurs.
    We Don't PLAY
    Launching a Profitable Podcast: Marketing Masterclass with Favour Obasi-ike

    We Don't PLAY

    Play Episode Listen Later Jan 24, 2026 77:32


    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.

    money ai google bible marketing entrepreneur news podcasts ms search podcasting chatgpt mba artificial intelligence web services branding reddit seo hire small business pinterest advertising launching tactics traffic digital marketing bible study profitable entrepreneurial content creation budgeting content marketing web3 financial planning email marketing social media marketing rebranding hydration small business owners entrepreneur magazine money management favour monetization geo marketing tips web design search engine optimization quora drinking water b2b marketing podcast. google ai biblical principles website design marketing tactics get hired podcast marketing digital marketing strategies entrepreneur mindset business news entrepreneure small business marketing google apps spending habits seo tips website traffic small business success entrepreneur podcast small business growth podcasting tips ai marketing seo experts webmarketing branding tips financial stewardship google seo small business tips email marketing strategies pinterest marketing entrepreneur tips seo tools search engine marketing marketing services budgeting tips marketing masterclass seo agency web 3.0 web traffic seo marketing blogging tips entrepreneur success small business loans personal financial planning small business week seo specialist website seo marketing news content creation tips seo podcast digital marketing podcast seo best practices kangen water seo services data monetization ad business diy marketing obasi web tools large business pinterest seo web host smb marketing marketing hub marketing optimization small business help storybranding web copy entrepreneur support pinterest ipo entrepreneurs.
    The Wise Money Show™
    Is the Stock Market Too Hot Right Now? What Investors Should Do Next

    The Wise Money Show™

    Play Episode Listen Later Jan 24, 2026 42:04


    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.

    Marc To Markets
    The Wealth Management Industry and How Best to Advise Clients

    Marc To Markets

    Play Episode Listen Later Jan 24, 2026 27:56


    Send us a textWe kick off Season 11 of Marc to Markets with Rick Meyers, Bernstein's Head of Client and Advisory Practice. On this episode we discuss:How the wealth management industry has changed over time and the impact it has had on investors.The differences in investing and the capital markets now versus in the past.The effect of AI on financial planning and advice.The changing nature of the role of a financial advisor and the advisory team.How the firm thinks about adding and enhancing investment and service capabilities for clients.With any questions or comments, or to discuss your own financial situation, I can be reached at marc.penziner@bernstein.com or 212-969-6655.The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s).  AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein.

    The Dividend Mailbox
    The One Number That Drives Long-Term Returns

    The Dividend Mailbox

    Play Episode Listen Later Jan 24, 2026 34:25 Transcription Available


    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

    Lance Roberts' Real Investment Hour
    1-23-26 The Hardest Part of Legacy Planning - Starting the Conversation

    Lance Roberts' Real Investment Hour

    Play Episode Listen Later Jan 23, 2026 39:16


    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

    The Efficient Advisor: Tactical Business Advice for Financial Planners
    341: A Simple Trick to Keep AI From Killing Your Client Experience

    The Efficient Advisor: Tactical Business Advice for Financial Planners

    Play Episode Listen Later Jan 23, 2026 14:00


    Advisor Talk with Frank LaRosa
    Are You Making a Transactional or Transformational Career Move?

    Advisor Talk with Frank LaRosa

    Play Episode Listen Later Jan 22, 2026 36:30


    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/

    Retirement Answer Man
    Retire on FIRE: Rocking an Early Retirement- Henry and Lucy's Resources

    Retirement Answer Man

    Play Episode Listen Later Jan 21, 2026 47:45


    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

    Do Business. Do Life. — The Financial Advisor Podcast — DBDL
    152: Triad Members – How to Step Out of Clients Meetings and Scale with Matt Dixon & Byron Hurren

    Do Business. Do Life. — The Financial Advisor Podcast — DBDL

    Play Episode Listen Later Jan 21, 2026 41:43


    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.