Podcasts about financial planning

If you're an advisor who loves golf, here's the truth: the game teaches more about winning clients and building lasting trust than most people ever realize.That's exactly what I dive into with today's guest, Marisa Messana. She went from leading Clemson's women's golf team to the national championship, to competing as a professional golfer, to now coaching Fortune 100 companies, investment firms, and business owners.Through her work, Marisa helps in two ways:First, through her High Performance Training, where she equips people to perform like “corporate athletes.” This is the work that helps advisors shift from solopreneur to CEO, lead with more clarity, and create the space they need to actually grow.Second, with her Golf Experiences, she shows how to turn a round of golf into a trust-building, referral-generating opportunity. She blends fun on the course with growth-focused conversations off the course, creating the kind of experiences clients never forget.In this episode, Marisa shares how golf becomes more than a pastime, it's one of the best ways for advisors to build trust, win clients, and grow their business.4 of the biggest insights from Marisa Messana…1.) Winning On Paper, Falling Apart InsideAt Clemson, Marisa hit the pinnacle of success—leading her team to nationals and winning the Elite 90 Award. But behind the accolades, she was overwhelmed, burned out, and holding back tears. Her story exposes the danger of chasing external success without the systems and self-awareness to sustain it.2.) Self-Awareness Is What Separates Amateurs From ProsIn golf, pros track every stat after a round to find patterns and improve. Marisa realized she wasn't doing the same for her life. That's when she built her “mental gym,” a process of auditing habits, energy, and emotions. By tracking patterns and adjusting, she turned awareness into action—and that's what creates real, repeatable growth.3.) New Game, New Rules: Solopreneur to CEOMost advisors start as solopreneurs, where success depends on sheer hustle. But scaling a firm requires a different identity: leader, coach, CEO. Marisa shares how this shift mirrors her journey from athlete to business builder—and why so many advisors get stuck when they keep playing the old game by the old rules.4.) How to Host Golf Events That Drive ReferralsGolf is more than just a pastime for advisors—it's a powerful business tool. Marisa breaks down how to design unforgettable golf experiences that combine fun on the course with meaningful, growth-oriented discussions. By pairing the “golf component” (18 holes, a clinic, or even a simple range session) with a “growth component” (roundtable conversations, workshops, or keynotes), advisors can break down barriers, connect as equals, and build deep trust with prospects & clients.SHOW NOTEShttps://bradleyjohnson.com/134FREE GIFT + JOIN THE DBDL INSIDER CREWMarisa is offering a FREE 1:1 coaching call to the first 3 listeners who reach out with a specific business challenge they want to solve.Text “134” to 785-800-3235 and we'll share the details with the qualifiers. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP09254797076See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of the Consultants and Money Podcast, Erica welcomes Jillian Johnsrud, author of Retire Often. At 40, Jillian has taken over a dozen mini retirements, allowing her to live abroad, travel to 27 countries, adopt four kids, invest in real estate, and more. She discusses the concept, planning, and benefits of mini retirements, outlining steps for simplifying, automating, documenting, and delegating tasks to prepare a business for a mini retirement. Jillian offers practical advice for entrepreneurs, addressing financial concerns and demystifying common fears about taking time off. Her book, 'Retire Often', further explores these ideas. The episode is filled with actionable insights and inspiration for solo consultants looking to achieve a better work-life balance.   00:00 Introduction to Consultants and Money Podcast 00:52 Meet Jillian Johnsrud: author of Retire Often 03:14 Understanding Mini Retirements 04:18 Personal Stories and Practical Advice 13:18 Planning for Mini Retirements as an Entrepreneur 21:34 Social Media Addiction and Uninstalling Apps 21:52 Preparing Clients for Your Absence 22:51 Handling Client Emergencies During Leave 25:22 Self-Selecting Better Clients Through Mini Retirements 25:57 The Benefits of Mini Retirements for Self-Employed Individuals 28:56 Financial Planning for Mini Retirements 31:52 Making Mini Retirements Affordable 39:53 Overcoming Fears and Objections to Mini Retirements 40:53 Book Release and Final Thoughts ____________________ Resources Referenced: Get a copy of Retire Often here RetireOften.com EricaGoode.com ____________________ Connect with Jillian Johnsrud | Website | LinkedIn | Buy the Book Connect with Erica | LinkedIn | Website | Newsletter  

Mike Switzer interviews Garet Strange, a certified financial planner with Hobbs Group Advisors in Columbia, SC.

Tired of the market roller coaster? Discover how consistent income streams can bring peace of mind in retirement. Brandon Bowen explains why annuities—especially fixed index annuities—are gaining popularity, and how smart planning can help you avoid “rocking chair regrets.” Hear real-life stories of retirees who travel, support family, and enjoy life without stressing over market swings. Learn how an income inspection can reveal risks and opportunities for your financial future. 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.

What do football and taxes have in common? Both can surprise you with unexpected losses! This episode explores how retirees often underestimate the impact of taxes on their savings, with real-life stories and strategies from the team at A Better Way Financial. Learn how state and federal taxes, required minimum distributions, Roth conversions, and charitable giving can shape your retirement—and discover how smart planning can help you keep more of what you’ve earned. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.

Disclaimer: This is a sponsored episode. Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  ✅ Financial planning for high income earners is more than just choosing an investment account — it's about protecting your income, reducing taxes, and building a legacy. In this episode, Wallis Tsai, founder of Above Board Financial, shares her insider knowledge from Wall Street and years of advising physicians on how to make smarter, safer financial decisions.Doctors, dentists, and high-income professionals are often targets of bad financial advice — but Wallis explains how the right insurance strategies for physicians can be the difference between financial freedom and costly mistakes.She answers questions like:Do you really need disability insurance or long-term care coverage?When is whole life insurance a smart move vs. a sales pitch?How can you create a tax-efficient investing strategy that fits your career stage and personal goals?This episode is packed with wealth planning for physicians, how to evaluate your current insurance coverage, and how to avoid the traps that smart, high-achieving professionals often fall into. Wallis breaks it all down with clarity — whether you're just out of residency or planning early retirement.If you're searching for financial literacy for high income professionals, a better approach to legacy planning, or simply tired of one-size-fits-all advice, this conversation offers actionable insights to take control of your future.

AI is here to stay. It will just get better and more polished as we move towards a more futuristic society. Accounting firms might as well know how to use it to their advantage. This is exactly what Fady Hawatmeh is doing through his company Clockwork, the first AI-powered Financial Planning and Analysis (FP&A). He joins Michelle Weinstein to share how they are revolutionizing CFO advisory and solving software inaccuracy through automation, minimizing hours of manual work to just a few minutes. Fady also talks about the importance of confidence and hard skills in offering CFO services, how to focus more on providing value than simply chasing revenue, and the right way to overcome perfectionism.

In this episode, Paul is joined by SFG's new advisor Lance Chisum for a candid review of a Dave Ramsey video on housing and post-divorce financial decisions. Together, they unpack the caller's circumstances, substantial home equity, low-rate mortgage, and the possibility of a HELOC, while questioning whether Ramsey's quick advice fully addresses the bigger financial picture. Paul and Lance highlight what's missing: tax planning opportunities, liquidity strategies, retirement contributions, and vital insurance protection. They also explore the emotional side of money, from staying in a home for sentimental reasons to making choices influenced by future relationships. Drawing on Lance's decades of experience, the discussion contrasts the limitations of financial “counseling” with the depth of true financial advising. The episode ultimately underscores why tailored, goal-focused advice matters far more than one-size-fits-all solutions. -- Timestamps: 00:00 – Introduction: reviewing a Dave Ramsey video 01:40 – Mortgage, equity & HELOC breakdown 03:40 – Debt redeployment and emotional decisions 06:10 – Where Ramsey's advice falls short 08:00 – Divorce, remarriage & housing considerations 09:50 – Tax exclusions & planning opportunities 12:10 – Overlooked factors: retirement & insurance  4:30 – Financial counseling vs. real financial advising -- This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation. Sound Financial LLC dba Sound Financial Group is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Insurance products and services are offered and sold through Sound Financial LLC dba Sound Financial Group and individually licensed and appointed agents in all appropriate jurisdictions. This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Sound Financial LLC dba Sound Financial Group unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.

Ryan Sullivan is the Head of Buy-Side, Americas at FTSE Russell. Ryan joins guest host Mark Gatto, co-Founder and co-CEO of CION Investments, on the boardwalk at Future Proof Festival to discuss the 2025 FTSE Russell US Retail Investor Survey.

On today's episode of Great Points, Matt reacts to recent news of Taylor Swift and Travis Kelce's engagement in the way he knows best: by relating it to financial planning.  We're not talking about financial tactics of a celebrity wedding, but rather focusing on the things that can actually impact your life.

In this episode of Beer and Money, Ryan Burklo discusses the contrast between small thinking and big thinking in financial planning. He emphasizes the importance of focusing on larger financial goals rather than getting caught up in minor savings habits, such as cutting out small luxuries like Starbucks. By analyzing the impact of lifestyle choices on savings and the power of incremental changes, Ryan illustrates how a small adjustment in spending can lead to significant wealth accumulation over time. He encourages listeners to adopt a big picture mindset to enhance their financial well-being. Check out our website:  beerandmoney.net For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Takeaways Small thinking focuses on minor savings, like cutting out Starbucks. Big thinking involves understanding the larger financial picture. Saving $50 a week may not significantly impact long-term wealth. A household income of $300,000 can lead to substantial savings if managed well. Incremental changes in lifestyle can have a dramatic effect on savings. A 1% difference in lifestyle spending can lead to millions in savings over time. It's essential to capture savings automatically to build wealth. The wealth building account can help manage finances effectively. Small adjustments can lead to significant financial outcomes. Thinking differently about money can change your financial future. Chapters 00:00 Small Thinking vs. Big Thinking 03:01 The Impact of Lifestyle Choices on Savings 06:03 The Power of Incremental Changes in Financial Planning  

Major tax law changes are here in 2025. Are you ready to take advantage of them before year-end? In this episode of Wise Money, we break down the most important updates from the Secure Act 2.0 and One Big Beautiful Bill Act (OBBBA) and show you how to proactively plan so you pay the least amount of tax over your lifetime. We cover the increase of the SALT cap from $10,000 to $40,000, how the new senior deduction works, the truth about the so-called "no tax on tips" and "no tax on overtime" rules, and why charitable giving in 2025 offers a rare and unique planning opportunity. Season 11, Episode 4 Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/    Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.   Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://link.chtbl.com/WiseMoney  Watch this episode on YouTube: https://youtu.be/9dO6QoF1CaQ  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.

A franchise coach gives the complete plan for job loss preparation. In this full episode, certified franchise consultant Giuseppe Grammatico walks you through the 5 critical pillars of preparing for a career transition: mindset, resumes, finances, online presence, and family.DISCLAIMER: The information on this podcast is for general information purposes only. Franchising involves risk and careful consideration should be given before making any decisions.Connect with Franchise Freedom on:Website: https://ggthefranchiseguide.com/podcast/ LinkedIn: https://www.linkedin.com/in/giuseppe-grammatico/ Facebook: https://www.facebook.com/GGTheFranchiseGuide X: https://x.com/ggfranchguide Instagram: https://www.instagram.com/ggthefranchiseguide/ YouTube: https://www.youtube.com/@ggthefranchiseguide Apple: https://podcasts.apple.com/us/podcast/franchise-freedom/id1499864638 Spotify: https://open.spotify.com/show/13LTN5UzA57w2dTB4iV0fm TikTok: https://www.tiktok.com/@ggthefranchiseguide The Franchise Freedom: Discover Your New Path to Freedom Through Franchise Ownership, Book by Giuseppe Grammatico https://ggthefranchiseguide.com/book or purchase directly on ...

Where should your money go first? Too often, people skip ahead to investing or wealth strategies before laying the right foundation. Richard Rosso and Matt Doyle break down the essential hierarchy of money goals—a clear order of priorities to help you stay on track. From emergency savings and debt reduction to investing, wealth protection, and legacy planning, this framework shows you exactly how to progress step by step. By focusing on the right goals at the right time, you'll reduce stress, improve financial security, and set yourself up for long-term success. Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Relationship Manager, Matt Doyle, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://youtu.be/XHMHkOAWRIc -------- The latest installment of our new feature, Before the Bell, "The AI Trade is Back," is here: https://www.youtube.com/watch?v=o6i2HhmE5U0&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our Previous Show, "There Ain't No Inflation," is here: https://youtube.com/live/KuvJ7KcQU_0?feature=share ------- Register for our next RIA Dynamic Learning Series event, "Are We On the Edge of Recession?" September 18, 2025: https://realinvestmentadvice.com/resources/events/savvy-medicare-planning-what-baby-boomers-need-to-know-about-medicare/ ------- Articles mentioned in this report: "Valuations Are Extreme: Navigating A Bubble" https://realinvestmentadvice.com/resources/blog/valuations-are-extreme-navigating-a-bubble/ "Portfolio Risk Management: Accepting The Hard Truth" https://realinvestmentadvice.com/resources/blog/portfolio-risk-management-accepting-the-hard-truth/ "Meme Markets: Investing vs. Entertainment" https://realinvestmentadvice.com/resources/blog/meme-markets-investing-vs-entertainment/ ------- Get more info & commentary: https://realinvestmentadvice.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/ #MoneyGoals #FinancialPlanning #WealthBuilding #PersonalFinanceTips #FinancialFreedom #InvestingAdvice #Money #Investing

In this episode, we dive into simple but powerful strategies to reduce stress and overwhelm in your advisory practice. Learn how to handle unexpected client requests without derailing your day by setting clear expectations and using a Model Week to protect your time.You'll also discover when it's okay to “punt” client questions to future meetings, how to avoid unnecessary urgency, and why most issues aren't true emergencies ⏳. Walk away with tools to create a calmer, more structured work environment while still delivering excellent client service.I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor's YouTube Channel!Grab your 3-Day Challenge Sheet 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.

Where should your money go first? Too often, people skip ahead to investing or wealth strategies before laying the right foundation. Richard Rosso and Matt Doyle break down the essential hierarchy of money goals—a clear order of priorities to help you stay on track. From emergency savings and debt reduction to investing, wealth protection, and legacy planning, this framework shows you exactly how to progress step by step. By focusing on the right goals at the right time, you'll reduce stress, improve financial security, and set yourself up for long-term success. Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Relationship Manager, Matt Doyle, CFP  Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://youtu.be/XHMHkOAWRIc -------- The latest installment of our new feature, Before the Bell, "The AI Trade is Back," is here:  https://www.youtube.com/watch?v=o6i2HhmE5U0&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1  ------- Our Previous Show, "There Ain't No Inflation," is here: https://youtube.com/live/KuvJ7KcQU_0?feature=share ------- Register for our next RIA Dynamic Learning Series event, "Are We On the Edge of Recession?" September 18, 2025: https://realinvestmentadvice.com/resources/events/savvy-medicare-planning-what-baby-boomers-need-to-know-about-medicare/ ------- Articles mentioned in this report: "Valuations Are Extreme: Navigating A Bubble" https://realinvestmentadvice.com/resources/blog/valuations-are-extreme-navigating-a-bubble/ "Portfolio Risk Management: Accepting The Hard Truth" https://realinvestmentadvice.com/resources/blog/portfolio-risk-management-accepting-the-hard-truth/ "Meme Markets: Investing vs. Entertainment" https://realinvestmentadvice.com/resources/blog/meme-markets-investing-vs-entertainment/ ------- Get more info & commentary:  https://realinvestmentadvice.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/ #MoneyGoals #FinancialPlanning #WealthBuilding #PersonalFinanceTips #FinancialFreedom #InvestingAdvice #Money #Investing

What does it take to leave behind a secure six-figure salary, student debt, and the “safe” path… to take a leap into business ownership? In this episode, Kevin and Chris sit down with Mike Jackson and Matt Nettles - two ordinary guys with steady jobs, families to provide for, and everything to lose. Instead of playing it safe, they bet on themselves, bought a business, and began building a new future. Inside this conversation:

The Moneywise Radio Show and Podcast Friday, September 12th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management

Today I'm joined by Kaitlyn Carlson, Founder of Theory Planning Partners, and Jordan Paul, Lead Advisor there. Kaitlyn and Jordan share insights on navigating career pivots and key lessons they learned on their journeys in the field. If you're interested in launching a firm and fostering a culture built for long-term success, you won't want to miss this episode! Listen in as Kaitlyn and Jordan talk about how their distinct paths led them into financial planning, as well as the challenges that come with starting and scaling a firm. They also open up about rethinking career choices and finding the right fit in the profession. You'll learn how they've grown their firm together, built a strong culture, and created a quality control plan to support future growth. You can find show notes and more information by clicking here: https://bit.ly/45T8hNk

You've done it—you hit your retirement number.

Highlights include:-The real difference between recurring and advisory revenue - and why it matters for your valuation.-Why managing client assets yourself can decrease your business's value.-Red flags buyers look for, including data disorganization, aging client bases, and weak G2s.-The role of infrastructure, compliance, and staff continuity in boosting buyer confidence.-How to apply the 80/20 rule to client segmentation for greater clarity and value.-Why five years is the sweet spot for prepping your business for sale - and how to get started.If you've ever thought about retiring, even in passing, this episode is your sign to start preparing now. The earlier you act, the more options and leverage you'll have when it's time to make your next big move.Need help building a transferable practice?Visit www.eliteconsultingpartners.com today.

Veterinary medicine and financial planning share a common framework: history-taking, diagnostics, treatment or action plans, and progress exams. Recognizing these parallels can help make money conversations less intimidating and much more familiar for veterinarians.Key Topics:How financial planning and veterinary medicine share the same step-by-step processWorking up a case in vet med mirrors working up a case in financial planningThe role of history-taking and information gathering in both fieldsHow treatment plans compare to financial action plansWhy progress exams and financial check-ins serve the same purposeHow my clinical background shapes my financial adviceInterested in vet-specific financial planning? Schedule a free intro call or email meredith@allvetfinancial.com

In this episode we discuss the dynamics around charging for financial planning, and we cover the following related topics: Should you charge, and if so, how much?What defines a plan? Is bundling serves a better strategy than charging for planning alone? What is the evolution of fee-based services?How will the next generations impact these strategies? Our guests are John Olerio from Lighthouse CU and Wes Lacey from Ameriprise.

Michael Jordan. Kobe Bryant. Two of the greatest to ever play the game.But what set them apart wasn't just physical talent, it was the mental game. The mindset that pushes past pain, silences doubt, and wins long after the body wants to quit. They had an obsession to improve, to compete, and to dominate at the highest level. Where exactly does that come from?Well, one guy who had a lot to do with it is Tim Grover — the world-class performance coach who trained Jordan, Kobe, and a long list of other legends.And here's why this matters to you as a financial advisor: the mindset that creates champions on the court is the same mindset that creates champions in business. Effort and skill will only take you so far. To break through to that next level, you've got to master your mental game.Today, Tim joins the podcast to share some incredible stories from his days training with Jordan and Kobe — and more importantly, how you can take their winning mindset and apply it to your own life and business to go from good, to great, to mastery. 5 of the biggest insights from Tim Grover…#1.) The Hidden Power of Brutal Self-HonestyKobe Bryant kept a private notebook of self-critiques—every weakness, every flaw, every mistake. The willingness to confront hard truths gave him the mental edge that separates legends from everyone else.#2.) How Michael Jordan Chose His TrainerTim's career changed forever when Michael Jordan gave him a shot. The story of how he landed MJ—and kept him as a client for 15 years—shows what it really takes to earn the trust of the best.#3.) Why Mastery Requires Constant EvolutionGoing from good to great isn't the finish line. The greats keep deleting old habits, adding new skills, and reinventing themselves in pursuit of mastery.#4.) From ‘I' to ‘We': The Real Leadership ShiftJordan and Kobe both had to learn that championships aren't won by a single star—they're won when leaders elevate the entire team to play at their level.#5.) Your Most Valuable Commodity: HeartbeatsTim says the true measure of wealth isn't money, it's how you spend your finite heartbeats. Once they're gone, they're gone—so where you invest them matters more than anything.SHOW NOTEShttps://bradleyjohnson.com/133FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get copies of Tim's book, "Relentless" OR "Winning" [while supplies last]To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "133" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.TP09254797044See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, continues his two-part series on the core financial principles that have guided his career, his clients, and his community. Building on last week's first ten principles, Darryl shares principles 11 through 20 - covering why retirement should be a pivot into purpose, why your net worth is a scorecard (not your identity), and why the market behaves like a child with a yo-yo on an escalator. He also discusses the healthy tension between focus and diversification, the importance of taking responsibility for your own money, and why investing in yourself often produces the greatest return. Other key takeaways include: The underrated power of compound interest and patience. Why paying taxes doesn't mean leaving a “tip.” How thinking long term changes not just your finances, but your health, family, and legacy. Whether you're planning for retirement, building your business, or simply trying to stay grounded, these timeless lessons may help you see money - and life - with greater clarity, purpose, and peace. If you enjoyed today's episode, be sure to share it with a friend or family member! Resource:  https://www.quiriniwealthgroup.com/documents/FG/quirini/insights/635982_sP_write_up-Revised.__SQ.pdf

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 hereAre you building wealth through real estate but worried your corporate structure might cost you flexibility—and thousands in taxes—down the road?Many investors think incorporating will solve all their tax problems, but the truth is far more nuanced. Without the right setup, you can trap yourself in rigid structures that force you into unnecessary payouts, lock you into partner decisions that don't fit your personal circumstances, and even block you from leveraging your growth for future wealth. If you're juggling rental properties, side businesses, and long-term wealth goals, your structure matters just as much as your investments.In this episode, you'll discover:Why buying properties inside a corporation doesn't always save you tax—and what to do instead.The powerful role holding companies can play in giving you flexibility, control, and protection.How corporate-owned life insurance and shareholder agreements fit into a smarter long-term wealth and legacy plan.Press play now to learn how to avoid costly mistakes and set up your corporate structure to fuel—not limit—your wealth journey.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;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Building long-term wealth in Canada requires more than just real estate investing—it's about aligning your corporate structure, holding companies, and investment strategy with smart Canadian tax strategies. Whether you're weighing salary vs dividends in Canada, exploring RRSP optimization, or using life insurance as part of your corporate wealth planning, the right system creates tax efficiency and sustainable wealth management. For entrepreneurs, integrating personal vs corporate tax planning, capital gains strategy, and shareholder distributions Ready to connect? Text us your comment including your phone number for a response! 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.

In this episode of the Expert Network Team podcast, we're joined by Jeff Eliason, Managing Director at SDR Ventures, to unpack the full process of selling your business—and how to position yourself for not just one, but two potential payouts. Jeff breaks down what it means to “run a process,” how to prepare for a successful exit, and why recurring revenue businesses are hot in today's M&A environment. Plus, Jeff Krommendyk shares a firsthand account of navigating an earnout with his own business. You'll learn: - What investment bankers really do - How to protect your valuation during due diligence - Why boring businesses with moats attract serious buyers - What the “second bite of the apple” really looks like - Why AI and recurring revenue are shaping today's deals This episode is a must-listen for business owners exploring succession, sale, or scaling. Geoff S. Eliason, Principal SDR Ventures geliason@sdrventures.com 720.221.9220 Expert Network team provides free consultations. Just mention that you listened to the podcast. Nathan Merrill, attorneyWorking with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservationGoodspeed, Merrill(720) 473-7644nmerrill@goodspeedmerrill.comTaylor Smith, attorneyHelping affluent families build their legacy through complex estate planningGoodspeed Merrill(720) 512-2008tsmith@goodspeedmerrill.comwww.goodspeedmerrill.com Jeff Krommendyk, Insurance ExpertWorking with business owners and successful families in transferring riskOne Digital Insurance Agency(303) 730-2327jeff.krommendyk@onedigital.comKarl FrankFinancial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxedCERTIFIED FINANCIAL PLANNER™A&I Wealth Management(303) 690.5070karl@assetsandincome.comWebcasts, Podcasts, Streaming Video, Streaming AudioA&I webcasts, podcasts, streaming video, or streaming audios are provided free of charge solely for use by individuals for personal, noncommercial uses, and may be downloaded for such uses only, provided that the content is not edited or modified in any way and provided that all copyright and other notices are not erased or deleted.All webcasts, podcasts, streaming video, or streaming audios are subject to and protected by U.S. and international copyright laws and may not be sold, edited, modified, used to create new works, redistributed or used for the purpose of promoting, advertising, endorsing or implying a connection with A&I.A&I reserves the right, at any time and for any reason, to stop offering webcasts, podcasts, streaming video, or streaming audios and to stop access to or use of webcasts, podcasts, streaming video, or streaming audio and any content contained therein A&I shall not be liable for any loss or damage suffered as a result of, or connected with, the downloading or use of the webcasts, podcasts, streaming video, or streaming audios.A&I Wealth Management is a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the podcast and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this podcast is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation.

In this episode of Revolutionizing Your Journey, host DeAndre Coke sits down with Chris Hutchins, host of the podcast All the Hacks and a seasoned points-and-miles strategist. Chris shares his personal journey into travel hacking, including lessons learned on when to use points versus cash, and how to stretch travel budgets further. The conversation explores the value of negotiating with Airbnb hosts, overlooked tools that simplify point management, and how flexibility leads to better redemption experiences. Chris also highlights his best travel experiences, strategies for family trips, and the importance of leaving room for spontaneity on every journey. Packed with actionable insights, this episode offers both beginners and seasoned travelers fresh ways to rethink their approach to points, miles, and travel planning.Key Highlights:Points vs. cash: Deciding between the two depends on redemption value and flexibility.Maximizing redemptions: Strategic planning and timing unlock the best deals.Budget expansion: Using points effectively can significantly stretch travel budgets.Negotiating Airbnb: Travelers can save by directly negotiating with hosts.Tools for tracking: Platforms like AwardWallet simplify managing points and miles.Family travel tips: Planning with kids requires different considerations than solo travel.Unscheduled time: Leaving space in itineraries often leads to memorable discoveries.Fine print matters: Understanding booking rules prevents costly mistakes.Card strategy: Everyday spending and expense tracking amplify travel rewards.Resources:Book a Free 30 minute points & miles consultationStart here to learn how to unlock nearly free travelSign up for our newsletter!BoldlyGo Travel With Points & Miles Facebook GroupInterested in Financial Planning?Truicity Wealth ManagementSome of Our Favorite Tools For Elevating Your Points & Miles Game:Note: Contains affiliate/sponsored linksCard Pointers (Saves the average user $750 per year)Zil Money (For Payroll on Credit Card)Travel FreelyPoint.meFlightConnections.comThrifty Traveler PremiumLTH Online Points & Miles In Depth Course: Use coupon code "BOLDYGO" for a 50%...

This week marks a major milestone for WealthTalk as Christian Rodwell and Kevin Whelan celebrate the 300th episode of the podcast. The duo reflect on six years and seven months of weekly episodes, share key listener stats, and discuss how WealthBuilders has evolved—and where it's headed next. They highlight the importance of family, recurring income, and legacy, and preview upcoming changes in content and focus, including the impact of new inheritance tax rules and the growing relevance of women in wealth. Listeners are invited to join the conversation, share feedback, and help shape the future of WealthTalk.Key Topics CoveredCelebrating 300 Episodes:Launched in February 2019; over six years of consistent weekly content.Gratitude to loyal listeners, including some who have listened to every episode—twice!Top 3 Most Downloaded Episodes:How to Create a Family Trust Fund (Ep. 122, with Paul Brooks)From Zero to £20,000 a Month – A Property Journey (with Heather Smale)The Seven Pillars of Wealth (Kevin's book and framework)WealthBuilders Philosophy:Wealth is about more than money: it's about family, recurring income, community, and legacy.The importance of holistic and family-oriented financial planning, not just individual advice.Moving away from siloed, percentage-based advice toward fixed, results-driven fees.Looking Ahead:Upcoming focus on inheritance tax changes and their impact on families (April 2027).Plans for a new guide and waitlist for those affected: wealthbuilders.co.uk/iht.Increasing attention to women and wealth, especially in light of the generational wealth transfer.Embracing technological change: AI, digital currencies, and the evolving financial landscape.Community & Feedback:Listeners encouraged to provide feedback, suggest topics, and leave reviews (wealthbuilders.co.uk/reviews).Plans to feature more case studies, topical content, and diverse presenters.Legacy & Future Direction:WealthBuilders aims to help clients create, build, protect, and pass on wealth and wisdom.Focus on family charters, values, and genuine legacy planning for future generations.Practical TipsReview Your Family's Financial Planning:Consider collective strategies for savings and investments to maximise benefits and reduce costs.Plan for Inheritance Tax:Stay informed about upcoming changes and take early action to protect your family's legacy.Get Involved in the Community:Share your feedback, ask questions, and let the WealthBuilders team know what topics matter most to you.Leave a Review:Help WealthTalk reach more people by leaving a quick review on your favourite platform.Links & ResourcesJoin the Inheritance Tax Guide WaitlistLeave a ReviewTop 3 Most Downloaded Episodes:WT122 - How To Create A Family Trust Fund  - SSAS Pensions, what WB are well know for, and also Family directionFrom Zero to £20k/month w/ Heather Smail - interviewing successful entrepreneurs across business, property and investing[Bonus] AudioBook: The 7 Pillars of Wealth, Kevin Whelan - the core IP of WealthBuilders, taught in the Academy which we launched at the same time as the podcast early 2019Seven Pillars of Wealth BookQuotes“Wealth is not just about money—it's about family, recurring income, and legacy.”“There's a lack of wisdom being transferred to the next generation. We want to change that.”“Confused minds are the very fuel for a financial industry that tries to keep people in the dark. We want to bring clarity.”Connect with Us:Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!Next Steps On Your WealthBuilding Journey: Join the WealthBuilders Facebook CommunitySchedule a 1:1 call with one of our teamBecome a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!If you enjoyed this episode, please rate and review WealthTalk on your favourite podcast platform

- Financial Crisis and Geopolitical Instability (0:00) - Historical Financial Predictions and Current Market Conditions (2:23) - US Financial Policies and Global Repercussions (9:59) - Gold Revaluation and Economic Collapse (27:39) - AI and Job Replacement (39:15) - Simulation Theory and AI Safety (49:33) - AI and Human Extinction (1:19:57) - Decentralization and Survival Strategies (1:21:35) - Perpetual Motion and Safety Machines (1:21:50) - Resource Competition and AI Extermination (1:24:24) - Simulation Theory and AI Simulations (1:25:58) - Religious Parallels and Near-Death Experiences (1:27:54) - AI Development and Human Self-Preservation (1:32:02) - AI Regulation and Government Inaction (1:37:55) - AI Deployment and Economic Pressure (1:39:57) - AI Extermination Methods and Human Survival (1:42:32) - Simulation Theory and Personal Beliefs (1:43:55) - AI and Health Nutrition (1:55:41) - AI and Government Trust (1:58:50) - AI and Financial Planning (2:19:36) - Cosmic Simulation Discussion (2:21:46) - Enoch's Spiritual Connection Insights (2:39:06) - Humility and Material Possessions (2:40:13) - AI and Spiritual Connection (2:40:53) - Roman's Directness and Humor (2:41:35) - After-Party Segment (2:43:40) - Health Ranger Store Product Introduction (2:44:15) - Importance of Clean Chicken Broth (2:45:25) - Conclusion and Call to Action (2:47:42) For more updates, visit: http://www.brighteon.com/channel/hrreport NaturalNews videos would not be possible without you, as always we remain passionately dedicated to our mission of educating people all over the world on the subject of natural healing remedies and personal liberty (food freedom, medical freedom, the freedom of speech, etc.). Together, we're helping create a better world, with more honest food labeling, reduced chemical contamination, the avoidance of toxic heavy metals and vastly increased scientific transparency. ▶️ Every dollar you spend at the Health Ranger Store goes toward helping us achieve important science and content goals for humanity: https://www.healthrangerstore.com/ ▶️ Sign Up For Our Newsletter: https://www.naturalnews.com/Readerregistration.html ▶️ Brighteon: https://www.brighteon.com/channels/hrreport ▶️ Join Our Social Network: https://brighteon.social/@HealthRanger ▶️ Check In Stock Products at: https://PrepWithMike.com

Our guest on the podcast today is Scott Bondurant. Scott is the founder and chief investment officer of Bondurant Investment Advisory, a registered investment advisor based in the Chicago suburbs. He is also an adjunct professor at Northwestern University, where he teaches an undergraduate course on the history of investing. He recently published a white paper about the importance of incorporating mean reversion in financial planning and portfolio construction, which we'll be discussing in this podcast. Scott has a BA from Stanford University and an MBA from Duke University's Fuqua School of Business. He started his career at Kidder Peabody and also worked for Paine Webber and Morgan Stanley before becoming a managing director for UBS.BackgroundBioBondurant Investment AdvisoryMean Reversion“Hidden in Plain Sight: The Dramatic Impact on Financial Planning and Portfolio Construction When Mean Reversion Is Incorporated in Risk and Return Expectations,” by Scott Bondurant, papers.ssrn.com, Nov. 25, 2024.“Understanding ‘Mean Reversion' Can Make or Break Retirement,” by Scott Bondurant, rethinking65.com, June 13, 2024.“Mean Reversion: Unlocking a Foundational Investing Principle,” sbondinvest.com, Feb. 8, 2024.OtherFair Disclosure, Regulation FD“Charley Ellis: Indexing Is a Marvelous Gift,” The Long View podcast, morningstar.com, Aug. 5, 2025.Devil Take the Hindmost: A History of Financial Speculation, by Edward ChancellorStocks for the Long Run: The Definitive Guide to Financial Market Returns & Long-Term Investment Strategies, by Jeremy Siegel“Anomalies: The Equity Premium Puzzle,” by Jeremy Siegel and Richard Thaler, The Journal of Economic Perspectives, Winter, 1997.“Do Stock Prices Move Too Much to Be Justified by Subsequent Changes in Dividends?” by Robert Shiller, papers.ssrn.com, April 12, 2004.Nebo Wealth

In this episode, Wes Read, CPA and financial advisor, highlights a common mistake among dental practice owners: treating financial planning as a one-time task instead of an ongoing cycle. Just like dental hygiene requires regular checkups, financial hygiene needs consistent monitoring, updating, and adjustment.Wes explains the fourth phase of financial planning: Implement → Monitor → Revise → Repeat. Following a structured rhythm ensures clarity, accountability, and faster progress toward financial independence.Seven Key Activities for Dental Practice Owners:Review monthly financial statements (profit & loss, balance sheet, cash flow).Update long-term personal financial plan annually (ideally in January).Revisit personal spending plan annually to track expenses accurately.Complete tax projections twice yearly (June and October/November).Update family payroll annually in January to optimize taxes and 401(k) contributions.Adjust doctor payroll three times yearly (January, June, October) for taxes and retirement.Complete cash flow forecasts and allocate surplus capital in June and October.Wes notes that traditional CPAs often focus on historical data and compliance, while dental-specific financial advisors help align practice cash flow with personal financial goals, creating real traction toward wealth.Key Takeaways:Financial planning is an ongoing cycle, not a one-time event.Monthly reviews and annual updates keep you proactive.Semi-annual tax and cash flow planning prevent surprises.Working with a dental-specific advisor accelerates wealth building.Consistency compounds into financial freedom and lifestyle flexibility.Resources Mentioned:Financial Activity Cadence

Send us a textAs a financial advisor, Herman Yang helps individuals, businesses, and families plan for a secure financial future.Herman is passionate about making a difference in the lives of others . https://calendly.com/hermanyangmwa/15-minute-appointment | Herman Yang | Modern Woodmen of America | reps.modernwoodmen.org/hyang | herman.yang@mwarep.org | 510-675-7480 Sign up for one of our negotiation courses at ShikinaNegotiationAcademy.comThanks for listening to Negotiation with Alice! Please subscribe and connect with us on LinkedIn and Instagram!

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes back Kyle Ryan, CFP, ChFC. Kyle is a partner and financial planner at Menninger & Associates Financial Planning. This is the second episode of a two-part case study. In this episode, Mike and Kyle continue discussing a case study that deals with all aspects of financial planning. Specifically, the guys cover strategies that will help this family regarding tax planning and estate planning. This is a great episode for anyone who has questions within the entire scope of financial planning. For more information on Menninger & Associates Financial Planning visit https://maaplanning.com

Send us a textJoin me as I move to the other side of the microphone and am interviewed by my daughter Catherine.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

Want to grow your business? Download your free roadmap today: coltivar.com/growth Free Financial Pro course: coltivar.com/byfiq Why do so many businesses fail even when they have a plan and solid financials? Steve breaks down the concept of strategic finance and why connecting your strategy to your numbers is the key to survival and growth. He shares lessons from building his own company and working with business leaders, showing how the right approach can improve cash flow, boost profits, and create more freedom for owners. Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com

Thinking about retiring as a business owner but not sure how to start? Frank and Frankie Guida explore real-world strategies for transitioning your business, minimizing taxes, and creating a succession plan that protects your legacy and your family. Learn how tools like deferred sales trusts and charitable remainder trusts can turn your life’s work into lasting retirement income—all while keeping more of what you’ve earned Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.

Ready to get off the market roller coaster? This episode explores how “boring” income strategies—like Social Security timing and fixed indexed annuities—can bring steady cash flow in retirement. Brandon Bowen shares real-life stories, debunks annuity myths, and explains why predictable income is the key to enjoying life, traveling, and reducing stress. Discover how an income inspection can help you avoid regrets and build lasting financial security. 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.

When ER doctors talk about building wealth, the stories often sound like night-and-day—one physician hits millionaire status by 40, while another is still digging out of debt. What explains the difference? It usually comes down to a handful of consistent choices around debt management, savings rates, and lifestyle creep. To see how those decisions play out, let's walk decade by decade through the financial trajectory of a typical emergency physician.

In this episode of The Property Nerds, co-hosts Arjun Paliwal and Adrian Lee from InvestorKit, and Jack Fouracre from Fouracre Financial, are joined by financial planner Simran Dhillon from Abundant Advisory to explore how property investment can fit into a broader financial strategy. Drawing on his experience at Commonwealth Bank and running his own practice, Simran stresses the importance of diversifying between property and shares to manage risk. The co-hosts emphasise that high-income tech professionals must strategically plan around equity compensation while using debt wisely to grow wealth without overconcentrating in property, and ensuring sufficient liquidity for retirement. This episode also covers self-managed super funds, advising caution for those with low balances due to costs and risks. Simran highlights that good debt builds wealth, while bad debt fuels consumption, and stresses the importance of insurance and protection following major life events, such as having children or facing serious health issues.

Ready to unlock the secrets of where your investments should live? Joshua Barbin dives into the differences between IRAs, 401(k)s, and brokerage accounts, revealing how asset location can impact your financial future. Discover the pros and cons of traditional vs. Roth IRAs, the power of employer matches, and smart strategies for maximizing retirement savings—all in clear, actionable language Schedule your complimentary appointment today: TheRetirementKey.com Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

In this episode of Beer and Money, Ryan Burklo discusses the financial risks that arise once individuals surpass the seven-figure mark in assets. He emphasizes that contrary to popular belief, reaching this milestone does not simplify financial management; rather, it introduces new complexities and risks. The conversation highlights three main issues: the shift in control from savings to investments, the feeling of being stuck in wealth accumulation, and the dangers of concentrated holdings in investments. Burklo stresses the importance of having a coordinated financial strategy to navigate these challenges effectively. Check out our website:  beerandmoney.net For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Takeaways Many Americans believe reaching seven figures makes finances easier. Significant risks can arise after surpassing seven figures. Investment growth often outpaces savings after reaching seven figures. Feeling stuck is common when trying to accumulate more wealth. Concentrated holdings can lead to substantial financial losses. A coordinated financial strategy is essential for wealth management. It's crucial to understand the risks associated with investments. Professional guidance can help navigate complex financial decisions. Wealth preservation is as important as wealth accumulation. Having a plan is vital to mitigate risks. Chapters 00:00 Understanding Financial Risks Beyond Seven Figures 03:11 Investment Growth vs. Savings Control 05:53 Feeling Stuck: The Challenge of Wealth Accumulation 08:48 Concentration Risk and Wealth Preservation

The threat of cyber-attacks, scams, and just simply being taken advantage of continues to be a major concern. Welcome, I'm James Derrick, and today, I will be joined by Mikal Aune to discuss allowing your financial advisor to be your financial bodyguard.

This episode features Gregory Ricks discussing the essentials of estate planning, including wills and powers of attorney, and the importance of proactive health care through his own cancer journey. Listeners also receive practical advice on financial planning, building emergency funds, and managing retirement accounts like 401(k)s. The show blends expert guidance with personal stories to help listeners make informed decisions for their financial and personal well-being.For LIVE financial news talk radio, tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:WRNO-News Talk 99.5 FM New Orleans - 10 am - 1 pmWBUV-News Talk 104.9 FM Biloxi - 10 am - 1 pmORFor financial news talk ON DEMAND, tune into the Ask Gregory Podcast for more financial topics that may interest you! Visit: https://gregoryricks.com/podcast/Download the Winning at Life app to never miss a replay!Investment Advisory products and services made available through AE Wealth Management, LLC or registered investment advisor, insurance products are offered through the insurance business Gregory Ricks and Associates, Incorporated AE wealth management does not offer insurance products, the insurance products offered by Gregory Ricks and Associates incorporated are not subject to investment advisor requirements. Investing involves risk, including the potential loss of principal, any references to protection, safety or lifetime income generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying ability of the issuing Carrier. This radio show was intended for informational purposes only. It is not intended to be used as the sole basis for a financial decision, nor should it be construed as advice designed to meet the particular needs of an individual situation. Gregory Ricks and Associates is not permitted to offer and no statement made during the show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the US government or any governmental agency. The Information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Gregory Ricks and Associates. Please remember that converting an employer plan account to a Roth IRA is a taxable event. Increased taxable income from the Roth IRA conversion may have several consequences, including, but not limited to a need for additional tax withholding or estimated tax payments, the loss of certain tax deductions and credits and higher taxes on Social Security benefits and higher Medicare premiums. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA. Neither AE Wealth Management nor advisors providing investment advisory services through AE Wealth Management recommend or facilitate the buying or selling of cryptocurrencies. Third parties and guests of the show are not affiliated with nor do their opinions reflect those of Gregory Ricks and associates or AE wealth management. Ae Wealth Management provides services without regard to political affiliation. And the views of individual advisors are not necessarily the views of AE Wealth Management.

BA Fam, we’ve got a special one for you today!

Join us as we welcome Lorie Jones, the inspiring founder of Fearless Financial Advisors, who shares her journey from unexpectedly entering the financial services industry to creating a company dedicated to empowering women through finance. Lorie's story begins with her desire to contribute financially when her children were growing up, leading her to discover a passion for helping others achieve their dreams through financial planning. She discusses the lack of female representation in finance, which motivated her to establish her own firm focused on supporting women, especially during significant life transitions like divorce or loss.  Lorie also highlights the transformative power of storytelling, particularly through her podcast, "Fearless Females." Listen in as she shares how the podcast started as a way to guide young women in her business by featuring the stories of successful women, ultimately giving her the courage to launch her own firm. Through these stories, Lorie emphasizes the importance of mentorship and the profound impact of sharing experiences that may initially seem ordinary but can inspire others. Discover how these narratives not only empower listeners but also provide valuable lessons to Lorie's team. Connect with Lorie:Website: www.fearlessfinancialadvisors.com LinkedIn: Lorie Jones Facebook: Lorie Jones Let's keep the conversation going!Website: www.martaspirk.com Instagram: @martaspirk Facebook: Marta Spirk Want to be my next guest on The Empowered Woman Podcast?Apply here: www.martaspirk.com/podcastguest  Watch my TEDx talk: http://bit.ly/martatedx Are you feeling stretched thin, constantly behind, or guilty? No matter how you choose to spend your time, Amy Pierre-Russo can help. She's a certified Work-Life Harmony Coach dedicated to helping entrepreneurial moms find ease, flow, and fulfillment while reducing stress, guilt, and burnout.

Other key takeaways include:-Why scalable systems and automation matter for growth and valuation.-How poor processes and outdated tech can undermine succession planning.-The importance of integrating platforms to eliminate inefficiencies.-How AI and automation can support, not replace, advisor expertise.-Why investing in tech today protects your firm's future value.Whether you're focused on growth, preparing for succession, or simply looking to reclaim more time for client relationships, this episode provides actionable insights into how smarter systems create stronger firms.