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Latest podcast episodes about finra sipc

The Important Part: Investing with Liz Young
Wearable Tech Is a $90 Billion Market. Are Investors Still Early?

The Important Part: Investing with Liz Young

Play Episode Listen Later Jun 24, 2026 38:57


Wearables have gone from counting steps to tracking sleep, recovery, heart health, and more. But the bigger story may be what all that data makes possible next. In this episode of The Important Part, Liz Thomas sits down with Craig Shapiro, CEO of Collaborative Fund and an early investor in WHOOP, to discuss why he believes wearable technology is still in its infancy. Using WHOOP's rise from a niche product for elite athletes to a company valued at more than $10 billion as a case study, Craig shares his perspective on how he spots consumer behaviors before they become mainstream. The conversation explores what happens as people gain more access to their own health data, why the technology itself may eventually fade into the background, and how that shift could create entirely new products and industries. Craig also shares the “villain test” he uses when evaluating companies and gets candid about why some strange ideas take off while others, including cricket-protein bars, never catch on. Subscribe to The Important Part for smarter conversations about markets, investing and the forces shaping your financial future. For more, read Liz's column every Thursday at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ by SoFi⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and follow Liz on Twitter ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@LizThomasStrat⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Additional resources: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Sign up for SoFi's newsletter for intel, insights, and inspo to help you get your money right. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Investing 101 Center⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Wealth Investing Guide⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ SoFi.com/Legal⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. ©2026 Social Finance, Inc. All Rights Reserved.

The Abundance Mindset
Google Employee? Key 401(k) & GSU (RSU) Strategies

The Abundance Mindset

Play Episode Listen Later Jun 18, 2026 26:41


Are you fully optimizing your Google 401(k) and GSU grants?

Behind The Wealth with Roger Abel
Can Good News Be Bad News for Investors?

Behind The Wealth with Roger Abel

Play Episode Listen Later Jun 18, 2026 46:34


This week on Behind The Wealth, Casey Mushrush, Steve, and Scott tackle a strange reality facing investors today: both good economic news and bad economic news seem capable of rattling the markets. Check Out Our Investor Guide Series: https://www.premieriwm.com/investor-guides  Get started on your path to financial freedom: www.premieriwm.com  Co-Host: Casey Mushrush, CFP Co-Host: Scott Klahn Co-Host: Steve Hough, CFP Producer: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your attorney, accountant, and financial or tax advisor prior to investing. Premier Investments & Wealth Management and LPL Financial do not provide tax advice, please consult your tax professional. Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal. Dollar cost averaging involves continuous investment in securities regardless of fluctuations in price levels. Investors should consider their ability to continue purchasing through periods of low price levels. Such a plan does not assure a profit and does not protect against loss in declining markets. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

The Important Part: Investing with Liz Young

SpaceX launched as the biggest IPO in history last week, officially igniting the space economy. But what exactly is the space economy? Is it about astronauts and space stations? Exploration and research? Infrastructure and defense? Morgan Brennan, anchor of CNBC's Morning Call and host of the podcast Manifest Space, says it's all of the above and so much more. On this episode of The Important Part: Investing with Liz Thomas, Liz and Morgan discuss how this historic IPO will transform the market and upcoming highly anticipated public offerings. Morgan emphasizes long term mindset investors will need to go in on space – think decades and generations, not months and years. Morgan also breaks down how the private sector has transformed space exploration, how innovation happening in low earth orbit is changing lives today, and how all Elon Musk's companies are building towards the grand vision of putting a million humans on Mars. For more, read Liz's column every Thursday at On The Money by SoFi, and follow Liz on Twitter @LizThomasStrat. Additional resources: On The Money: Sign up for SoFi's newsletter for intel, insights, and inspo to help you get your money right. Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. Wealth Investing Guide: Information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal. ©2026 Social Finance, Inc. All Rights Reserved.

The Tim Ferriss Show
#870: Sebastian Mallaby, Biographer of Demis Hassabis — Lessons from 100+ AI Insiders on The Race to Superintelligence, The Religion of AI, and Spotting Breakthroughs Early

The Tim Ferriss Show

Play Episode Listen Later Jun 16, 2026 106:06


Sebastian Mallaby (@scmallaby) is the Paul A. Volcker senior fellow for international economics at the Council on Foreign Relations, a two-time Pulitzer Prize finalist, and the author of six books, including More Money Than God, The Power Law, The Man Who Knew, and The World's Banker. His latest book is The Infinity Machine: Demis Hassabis, DeepMind, and the Quest for Superintelligence.This episode is brought to you by:Eight Sleep Pod Cover 5 sleeping solution for dynamic cooling and heating: EightSleep.com/TimAG1 Pro all-in-one nutritional supplement: DrinkAG1.com/TimWealthfront high-yield cash account: Wealthfront.com/Tim Wealthfront disclaimer: New clients get 3.30% base APY from program banks + additional 0.75% boost for 3 months on your uninvested cash (max $150k balance). Terms and conditions apply. The Cash Account offered by Wealthfront Brokerage LLC (“WFB”) member FINRA/SIPC, not a bank. The base APY as of 1/30/26 is representative, can change, and requires no minimum. Tim Ferriss, a non-client, receives compensation from WFB for advertising and holds a non-controlling equity interest in the corporate parent of WFB, which creates a conflict of interest. Individual experiences and outcomes will differ. Instant withdrawals may be limited by your receiving firm and other factors. Investment advisory services provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Securities investments: not bank deposits, not bank-guaranteed or FDIC-insured, and may lose value.*Timestamps[00:00:00] Start.[00:02:11] The twinkly eyed polymath who became Sebastian's next book.[00:06:55] Picking the next book project the way a great VC picks a startup.[00:09:41] Why God keeps crashing the superintelligence party.[00:11:13] Shane Legg's grainy 2009 prophecy — and the nervous giggle.[00:13:11] Ilya Sutskever burns an effigy.[00:13:54] Demis at 4 a.m., hunting God's algorithm.[00:18:43] Super-abundance, Mad Max, and the China shock lesson.[00:22:39] The kitchen debate with Geoff Hinton that flipped Sebastian.[00:24:06] Why a zero-percent chance of doom is indefensible.[00:24:52] Will Washington seize the labs? The Mythos wake-up call.[00:27:18] Anthropic's bull case, bear case, and a dead parent's letter.[00:33:24] Where Sebastian and Benedict Evans part ways.[00:38:16] Is the SaaS apocalypse overdone? One word: Palantir.[00:39:53] The AI friend you'll never switch.[00:41:56] Does Google win consumer AI by default?[00:44:45] Four cities, eight days: China actually talks safety.[00:47:28] A Cold War non-proliferation playbook for AI.[00:49:45] Did the chip export controls actually work?[00:51:49] Burned doves: why Washington swears China won't talk.[00:54:56] "By 2028, the race is over" — one lab boss' bet.[00:59:11] Inside Hikvision: toddlers, sensors, and US sanctions.[01:01:07] Bill Gurley's Uber bet: venture capital perfected.[01:05:18] Luke Nosek bear-hugs DeepMind into existence.[01:10:52] Thiel's heresy: never invest by committee.[01:11:59] How Founders Fund nearly fumbled the deal of the century.[01:14:30] Selling to Google for $650M: a secret British heist?[01:16:41] The Traitorous Eight, gardening leave, and the UK's to-do list.[01:20:55] Ender's Game: "That's really how I see myself."[01:23:42] Too dumb for Gödel, Escher, Bach? Maybe an LLM can help.[01:25:19] If not Demis or Sam, then Dario.[01:26:04] My royalties cliff — and what dropped in late 2022.[01:27:47] Lila Sciences and the labs that run themselves.[01:31:13] Sebastian's billboard: "Prepare your mind."[01:35:14] The one thing Sebastian will never outsource to AI.[01:40:09] Parting thoughts.For show notes and past guests on The Tim Ferriss Show, please visit tim.blog/podcast.For deals from sponsors of The Tim Ferriss Show, please visit tim.blog/podcast-sponsorsSign up for Tim's email newsletter (5-Bullet Friday) at tim.blog/friday.For transcripts of episodes, go to tim.blog/transcripts.Discover Tim's books: tim.blog/books.Follow Tim:Twitter: twitter.com/tferriss Instagram: instagram.com/timferrissYouTube: youtube.com/timferrissFacebook: facebook.com/timferriss LinkedIn: linkedin.com/in/timferrissSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Huberman Lab
The Mental Frame & Specific Daily Actions to Succeed | Andy Stumpf

Huberman Lab

Play Episode Listen Later Jun 15, 2026 175:10


Andy Stumpf is a retired Navy SEAL, world-record-holding wingsuit BASE jumper, martial artist, and author. We discuss the mental framework and moment-to-moment decision-making process that can allow anyone to build discipline and resilience and better navigate both everyday life and life's most challenging moments. Andy explains several simple-yet-powerful tools gleaned from his time in — and after — his SEAL career that can help you determine where to focus your actions and how to clear your mind of things you can't control or that hold you back mentally. Andy also shares and reflects on lessons learned from some of the deeply personal challenges he faced outside of combat and freefall. Finally, we explore the all-too-frequent tragedy of people — including high performers — taking their own lives, and consider what might be done to prevent more such losses. Thank you to our sponsors AG1: https://drinkag1.com/huberman Our Place: https://fromourplace.com/huberman Wealthfront*: https://wealthfront.com/huberman Function: https://functionhealth.com/huberman Joovv: https://joovv.com/huberman Timestamps (00:00:00) Andy Stumpf (00:03:09) Protocols Book (00:04:06) Nagging Thoughts, Tool: Determine Influence vs Concern (00:10:14) Social Media, Screen Time Discipline (00:17:01) Sponsors: Our Place & Wealthfront (00:20:11) Social Media Addiction, Young Adults, Rebellion, Alcohol (00:27:38) Alcohol & Social Experiences; Cannabis; Ice Bath (00:36:07) Skydiving, Wingsuit Flying (00:41:47) Sponsor: AG1 (00:43:06) Skydiving, BASE Jumping, Wingsuit Flying; Navy (00:55:25) Danger & Fear, Wingsuit Flying Risk, Death (01:03:04) Divorce, Imperfection; Parenting Kids in Divorce (01:12:16) Sponsor: Function (01:13:55) Parents' Divorce (01:19:38) Long-Term Flow State, Focus, Adrenaline; Time Perception (01:30:58) Toilet Paper, Shortcuts, Tool: Do the Slightly Harder Choice (01:37:11) Micro-Discipline, Doing the Harder Thing, Tenacity & Super-Agers (01:48:00) Sponsor: Joovv (01:49:12) Physical & Mental Pain, Discussing Pain; Dogs (02:00:45) Suicide, Self-Talk, Isolation, Alcohol (02:11:52) Top Performers, Suicide; Ibogaine; Military, Trauma (02:21:36) Trauma & Healing, Exploring Other Possibilities, Control (02:28:57) Disciplined Acts, Choosing the Slightly Harder Option (02:35:20) Current Projects, Project Choice (02:41:48) Price of Success, Happiness, Money (02:53:09) Zero-Cost Support, YouTube, Spotify & Apple Follow, Reviews & Feedback, Sponsors, Social Media, Neural Network Newsletter *This experience may not be representative of other Wealthfront clients, and there is no guarantee of future performance or success. Experiences will vary. Andrew Huberman receives cash compensation from Wealthfront Brokerage for paid testimonials in his podcast, creating a conflict of interest. The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC, member FINRA/SIPC. Wealthfront Brokerage is not a bank. The base APY is 3.30% on cash deposits as of January 30, 2026, is representative, subject to change, and requires no minimum. If eligible for the overall boosted rate of 4.05% offered in connection with this promo, your boosted rate is also subject to change if the base rate decreases during the 3 month promo period. Additional terms and conditions apply, which can be found on Wealthfront.com/Huberman. Funds in the Cash Account are swept to program banks, where it earns the variable APY. Same-day withdrawal or instant payment transfers may be limited by destination institutions, daily transaction caps, and by participating entities such as Wells Fargo, the RTP® Network, and FedNow® Service. New Cash Account deposits are subject to a 2-4 day holding period before becoming available for transfer. Investment advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Securities investments: not bank deposits, bank-guaranteed or FDIC-insured, and may lose value. Disclaimer & Disclosures Learn more about your ad choices. Visit megaphone.fm/adchoices

Printing Money
Printing Money Episode 39: Q1 2026 Public Markets 3D Printing Earnings Analysis with Troy Jensen, Cantor Fitzgerald

Printing Money

Play Episode Listen Later Jun 15, 2026 38:59


Welcome to Printing Money Episode 39, (or, “The one where they all went to market”). It's that quarterly time, so Troy Jensen (Managing Director, Cantor Fitzgerald) joins Danny for a review and analysis of the Q1 2026 public 3DP/AM company earnings. Episode 39 opens with a nod to the recent spate of positive financings and M&A outcomes for 3DP/AM companies. Danny and Troy review the reasons for this, but they are sure to curb their enthusiasm as a mega-IPO cycle is imminent which could dry up liquidity for smaller players such as…all 3DP/AM companies! Next, to the heart of things. Danny and Troy analyze the Q1 2026 reports for Stratasys (SSYS), 3D Systems (DDD), Velo3D (VELO), Materialise (MTLS), Xometry (XMTR) and Protolabs (PRLB). Included in the analysis is coverage of many of these firms' significant financings or transactions. Tune in for analysis of Stratasys' Markforged acquisition, 3D Systems' cash raise, Velo's cash raise, Xometry's cash raise, Materialise's stock buyback,  and more. The public markets 3DP/AM players are in a better place, with stronger balance sheets and increased optionality. Good times may indeed be ahead, but smart Additive Manufacturing Strategies will be needed to execute properly and deliver value. Please enjoy Episode 39 and check out our previous episodes too. This episode was recorded June 9, 2026. Timestamps: 00:13 – Welcome to Episode 39, and welcome back to Troy Jensen (Cantor Fitzgerald) 00:46 – Healthy 3DP/AM M&A and Financings are back 01:55 – Troy's general perspective on recent 3DP/AM deals 03:00 – Strike while the iron is hot 03:42 – SpaceX vacuum? (and Anthropic, and OpenAI) What these mega-IPOs mean for 3DP/AM companies in H2 2026 06:15 – Stratasys (SSYS) Q1 2025 earnings and Markforged acquisition analysis 12:44 – Can Stratasys unlock Markforged value with in-house IP from Arevo and 9T Labs? 14:47 – 3D Systems (DDD) Q1 2026 earnings and $50M secondary analysis 19:52 – Velo3D (VELO) Q1 2026 earnings, $50M secondary, and $100M ATM analysis 25:52 – Materialise (MTLS) Q1 2026 earnings, stock buyback, and spinouts analysis 32:43 – Xometry (XMTR) and Protolabs (PRLB) surging on Q1 2026 earnings; XMTR $225M secondary 35:29 – Good times ahead?  Strong balance sheets auger a need for smart additive manufacturing strategies 36:55 – Thanks very much to Troy for joining, and thanks very much to you for listening! 37:21 – Disclaimer Disclaimer: This content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing stated on this podcast constitutes a solicitation, recommendation, endorsement, or offer by the hosts, the organizer or any third-party service provider to buy or sell any securities or other financial instruments in this or in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction.  The information on this podcast is of a general nature that does not address the circumstances and risk profile of any individual or entity and should not constitute professional and/or financial advice. Referenced transactions are sourced from publicly available information. Danny Piper is a registered representative of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments.

Behind The Wealth with Roger Abel
Why Investors Aren't Celebrating Record Highs

Behind The Wealth with Roger Abel

Play Episode Listen Later Jun 11, 2026 31:07


The market recently returned to all-time highs, but many investors remain surprisingly cautious. In this episode, Roger, Steve, and Casey discuss what's driving the rally, the growing influence of AI, why so much money is still sitting in cash, and what investors should watch as markets continue to climb. They also explore the disconnect between Wall Street and Main Street, including the ongoing impact inflation is having on household finances.   Check Out Our Investor Guide Series: https://www.premieriwm.com/investor-guides  Get started on your path to financial freedom: www.premieriwm.com  Host: Roger Abel, AIF Co-Host: Elias Randel Co-Host: Steve Hough, CFP Producer: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your attorney, accountant, and financial or tax advisor prior to investing. Premier Investments & Wealth Management and LPL Financial do not provide tax advice, please consult your tax professional. Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal. Dollar cost averaging involves continuous investment in securities regardless of fluctuations in price levels. Investors should consider their ability to continue purchasing through periods of low price levels. Such a plan does not assure a profit and does not protect against loss in declining markets. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

The Important Part: Investing with Liz Young

Energy has quickly become one of the biggest market stories of 2026 and its impact is spreading beyond gas prices.  In this episode of The Important Part: Investing with Liz Thomas, Liz sits down with DrivePath Advisors energy specialist and former Bloomberg anchor Alix Steel to unpack the ripple effects of the global energy shock that's reshaping everything from inflation and AI to geopolitics and supply chains. Steel explains why the market may still be underestimating the long-term consequences of disruptions in the Middle East, how energy insecurity is forcing countries and companies to rethink the way they operate, and why the next phase of the AI boom could depend less on chips and more on infrastructure. The pair also discuss why oil prices have behaved so strangely during this volatile period, what investors are missing about renewables, and what the next phase of this sector has in store. For more, read Liz's column every Thursday at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ by SoFi⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and follow Liz on Twitter ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@LizThomasStrat⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Additional resources: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Sign up for SoFi's newsletter for intel, insights, and inspo to help you get your money right. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Investing 101 Center⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Wealth Investing Guide⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ SoFi.com/Legal⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. ©2026 Social Finance, Inc. All Rights Reserved.

The Abundance Mindset
Maximizing Tax Efficiencies in Investments

The Abundance Mindset

Play Episode Listen Later Jun 4, 2026 27:23


Your Portfolio Might Be Worth Less After Taxes (Here's Why) Great investment management isn't just about picking strong holdings — it's about proactively managing the tax impact of those holdings, especially in taxable investment accounts. Without a tax plan, investors can end up paying the IRS far more than necessary when they eventually use the account.

Behind The Wealth with Roger Abel
The Market Looks Strong... What Could Go Wrong?

Behind The Wealth with Roger Abel

Play Episode Listen Later Jun 4, 2026 38:43


Markets have climbed to new highs, but that doesn't mean investors are in the clear. In this episode of Behind The Wealth, Roger Abel, Steve Hough, and Elias Randel break down some of the biggest risks that could challenge today's strong market narrative, from economic uncertainty and policy changes to the impact of upcoming midterm elections. They discuss why headlines often create short-term volatility, what history can teach us about investing through uncertainty, and why disciplined investor behavior remains one of the most powerful tools for long-term success. If you're wondering how to stay focused when markets get noisy, this episode is for you.   Check Out Our Investor Guide Series: https://www.premieriwm.com/investor-guides  Get started on your path to financial freedom: www.premieriwm.com  Host: Roger Abel, AIF Co-Host: Elias Randel Co-Host: Steve Hough, CFP Producer: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your attorney, accountant, and financial or tax advisor prior to investing. Premier Investments & Wealth Management and LPL Financial do not provide tax advice, please consult your tax professional. Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal. Dollar cost averaging involves continuous investment in securities regardless of fluctuations in price levels. Investors should consider their ability to continue purchasing through periods of low price levels. Such a plan does not assure a profit and does not protect against loss in declining markets. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

The Important Part: Investing with Liz Young
SpaceX, OpenAI and the Future of IPOs

The Important Part: Investing with Liz Young

Play Episode Listen Later Jun 3, 2026 34:42


Companies are staying private longer. Retail investors have more access than ever. And when companies like SpaceX or OpenAI eventually go public, they could become major tests for how today's IPO market actually works. In this episode of The Important Part, Liz Thomas sits down with Tom Farley, CEO of Bullish and former president of the New York Stock Exchange. Farley watched roughly 600 companies go public during his time at the NYSE, including Alibaba, Snap and Spotify. But when he took Bullish public himself, he says he saw the process from an entirely different angle. Liz and Tom discuss why the IPO market has changed, what retail investors are bringing to the table, and why some companies may still see public markets as a source of credibility, liquidity and long-term opportunity. They also get into blockchain, tokenized securities, and whether the plumbing of modern finance could look very different in the years ahead. Subscribe to The Important Part for smarter conversations about markets, investing and the forces shaping your financial future. For more, read Liz's column every Thursday at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ by SoFi⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and follow Liz on Twitter ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@LizThomasStrat⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Additional resources: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Sign up for SoFi's newsletter for intel, insights, and inspo to help you get your money right. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Investing 101 Center⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Wealth Investing Guide⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ SoFi.com/Legal⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. ©2026 Social Finance, Inc. All Rights Reserved.

Women & Money: The Shit We Don't Talk About!
Trial Separation & Mediation: The Divorce Wake-Up Call with Amanda Silver and Alex Howard (Dirty Laundry Podcast)

Women & Money: The Shit We Don't Talk About!

Play Episode Listen Later May 29, 2026 35:08 Transcription Available


Send us Fan MailDivorce is emotional. But for many women, the financial side can be the biggest shock of all.This week on Women & Money: The Shit We Don't Talk About, Barbara and Maggie sit down with Alex and Amanda, divorce mediators and co-hosts of the Dirty Laundry podcast, to share the real financial realities women face during separation and divorce.  Alex and Amanda share what they see every day behind closed doors, from hidden debt and emotional fights over “the Peloton,” to the financial wake-up calls that happen when one partner has been managing all the money. They also explain why mediation can help couples avoid high-conflict court battles, protect their finances, and create healthier co-parenting relationships moving forward.  00:49 Meet Alex & Amanda from Dirty Laundry05:05 Why unpaid labor matters in divorce06:10 Trial separations explained09:45 Can trial separations save marriages?16:40 Why mediation works differently than court20:00 Learning healthy conflict resolutionAlex and Amanda also remind women that even if they feel overwhelmed right now, they are capable of rebuilding financial confidence and creating a future that feels safe, secure, and fully their own. Whether you're navigating divorce, supporting someone through it, or simply trying to understand your finances more deeply, join us for next week's Money Talks “Protect Your Assets During a Divorce”. Click here to register for FREE and bring your questions!  This episode is supported by Marguerita Cheng, CFP®, RICP®, CDFA®, CEO of Blue Ocean Global Wealth. Marguerita works with women navigating divorce to bring clarity, confidence, and control back into their financial lives. At Blue Ocean Global Wealth, the focus is on helping women understand their options, make informed decisions, and feel empowered about their financial future, especially during moments that feel uncertain or overwhelming. If you're going through divorce and want support that's clear, grounded, and centered on your long term wellbeing, you can learn more and connect with Marguerita at www.blueoceanglobalwealth.com and follow her on LinkedIn, Instagram, Facebook, and Youtube.Disclosure:Securities offered by Registered Representatives and Advisory products and services offered by Investment Advisory Representatives through Private Client Services, member FINRA/SIPC, and a Registered Investment Advisor. Private Client Services and Blue Ocean Global Wealth are unaffiliated entities.Follow & connect with Alex & Amanda:Youtube Website Instagram: @dirty.laundry.podcast Want to take this conversation one step further? Join us for our next Money Talks, a free 30 minute live session where we'll dig into a question we hear all the time from women business owners: Budgeting for Businesses to Offer Benefits. Click here to register for FREE and bring your questions! Follow & connect with us!Website Facebook PageFacebook groupInstagramTikTokLinkedInYouTubeReddit ResourcesHave questions? Click this to check out our expert Q&A for tips from industry experts, tailored to help women address their most common financial concerns. Subscribe to our newsletter to receive financial tips delivered weekly here!...

The Important Part: Investing with Liz Young
Why Some of The Biggest Investment Opportunities Aren't on Wall Street

The Important Part: Investing with Liz Young

Play Episode Listen Later May 27, 2026 47:31


Public markets may dominate the headlines, but some of the biggest investing opportunities may be happening where most investors aren't looking. In this episode of The Important Part: Investing with Liz Thomas, Anastasia Amoroso, Chief Investment Strategist at Partners Group, joins Liz to unpack the rapid rise of private markets. From private equity to private credit, Amoroso breaks down why investors may be underestimating just how much value creation is happening outside the stock market. She explains why companies are staying private longer, how AI is reshaping both software and lending markets, and why the next phase of innovation may never hit public exchanges at all. Watch or listen to this episode to learn about some of the headwinds facing private credit and why “innovate or die” may become the defining theme of the AI era. For more, read Liz's column every Thursday at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ by SoFi⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and follow Liz on Twitter ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@LizThomasStrat⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Additional resources: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Sign up for SoFi's newsletter for intel, insights, and inspo to help you get your money right. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Investing 101 Center⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Wealth Investing Guide⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ SoFi.com/Legal⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. ©2026 Social Finance, Inc. All Rights Reserved.

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Scott Edelman Founder of Edelman Wealth Management Group Discussing His 30 Year Anniversary in Business

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later May 25, 2026 22:14


Scott is the founder of Edelman Wealth Management Group and manages all aspects of financial planning and employee benefits, providing products and services for investing, retiring, insurance, and estate conservation for individuals, families, and businesses. He has a strong commitment to giving uncomplicated advice and unparalleled service and puts an emphasis on creating lasting relationships with his clients and within his community.A natural teacher and mentor, Scott is a member of Strategic Coach, an entrepreneur business coaching program. He is a thought leader in the financial field and a regular speaker at conferences. Scott is also active with local charities and is on several boards. Scott lives in Bucks County, PA with his wife and children.Learn more: http://www.edelmanwealthmanagement.com/1 Disclaimer: Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, product or services referenced here are independent of Osaic Wealth.2 The Hall of Fame was an elite group of financial representatives of former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. To be included in the HOF, inductees need to qualify for the ACE award 15 times. The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award was granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.3 The Practice of the Year Award was granted by former broker-dealer Signator Investors, Inc. and sponsored by Fidelity Clearing & Custody Solutions in recognition of an advisor's excellence in practice management. Candidates were evaluated by Business Health, an independent international management consulting firm specializing in the financial services industry, for client service, internal planning and structure, external relations, staffing and technology capabilities and overall practice performance. Sales production was not a criteria for winner selection. The competition was open to all advisors and of the applicants, 5 were selected to be interviewed and one winner was selected from that group by an independent panel. Advisors did not pay a fee to apply, to accept or to purchase materials related to advertising the award. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.4 Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-scott-edelman-founder-of-edelman-wealth-management-group-discussing-his-30-year-anniversary-in-business

Business Innovators Radio
Interview with Scott Edelman Founder of Edelman Wealth Management Group Discussing His 30 Year Anniversary in Business

Business Innovators Radio

Play Episode Listen Later May 25, 2026 24:23


Scott is the founder of Edelman Wealth Management Group and manages all aspects of financial planning and employee benefits, providing products and services for investing, retiring, insurance, and estate conservation for individuals, families, and businesses. He has a strong commitment to giving uncomplicated advice and unparalleled service and puts an emphasis on creating lasting relationships with his clients and within his community.A natural teacher and mentor, Scott is a member of Strategic Coach, an entrepreneur business coaching program. He is a thought leader in the financial field and a regular speaker at conferences. Scott is also active with local charities and is on several boards. Scott lives in Bucks County, PA with his wife and children.Learn more: http://www.edelmanwealthmanagement.com/1 Disclaimer: Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, product or services referenced here are independent of Osaic Wealth.2 The Hall of Fame was an elite group of financial representatives of former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. To be included in the HOF, inductees need to qualify for the ACE award 15 times. The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award was granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.3 The Practice of the Year Award was granted by former broker-dealer Signator Investors, Inc. and sponsored by Fidelity Clearing & Custody Solutions in recognition of an advisor's excellence in practice management. Candidates were evaluated by Business Health, an independent international management consulting firm specializing in the financial services industry, for client service, internal planning and structure, external relations, staffing and technology capabilities and overall practice performance. Sales production was not a criteria for winner selection. The competition was open to all advisors and of the applicants, 5 were selected to be interviewed and one winner was selected from that group by an independent panel. Advisors did not pay a fee to apply, to accept or to purchase materials related to advertising the award. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.4 Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-scott-edelman-founder-of-edelman-wealth-management-group-discussing-his-30-year-anniversary-in-business

The Tim Ferriss Show
#866: Sami Inkinen of Virta Health — Reversing Type 2 Diabetes, Rowing 2,750 Miles, and Lessons from Fixing Metabolic Health in 100,000+ People

The Tim Ferriss Show

Play Episode Listen Later May 20, 2026 139:41


Sami Inkinen (@samiinkinen) is a Finnish-born, Stanford-trained entrepreneur and the founder and CEO/president of Trulia and Virta Health. Virta is on a mission to reverse metabolic disease in one billion people using technology, AI, and nutrition. A world-class endurance athlete, Sami is a triathlon age-group world champion and an 8-hour, 24-minute Ironman finisher, having completed the Hawaii Ironman World Championship seven times.This episode is brought to you by:Eight Sleep Pod Cover 5 sleeping solution for dynamic cooling and heating: EightSleep.com/TimAG1 all-in-one nutritional supplement: DrinkAG1.com/TimWealthfront high-yield cash account: Wealthfront.com/Tim Wealthfront disclaimer: New clients get 3.30% base APY from program banks + additional 0.75% boost for 3 months on your uninvested cash (max $150k balance). Terms and conditions apply. The Cash Account offered by Wealthfront Brokerage LLC (“WFB”) member FINRA/SIPC, not a bank. The base APY as of 1/30/26 is representative, can change, and requires no minimum. Tim Ferriss, a non-client, receives compensation from WFB for advertising and holds a non-controlling equity interest in the corporate parent of WFB, which creates a conflict of interest. Individual experiences and outcomes will differ. Instant withdrawals may be limited by your receiving firm and other factors. Investment advisory services provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Securities investments: not bank deposits, not bank-guaranteed or FDIC-insured, and may lose value.DISCLAIMER:The content of this episode is for informational purposes only. Neither Sami Inkinen nor Tim Ferriss is a medical professional, and nothing discussed here should be taken as medical advice or a substitute for consultation with a qualified healthcare provider.Timestamps:[00:00] Start.[01:45] How Sami uses 15 minutes every Sunday to outrun the universe.[03:37] Virta: at a thousand employees and counting.[04:15] The 5 a.m. boot-up: cold lake, core work, and emptying the dishwasher.[06:45] Why mood follows movement before the brain even boots up.[11:54] Saying no to 99% of what “normal people” do.[19:29] The weekly architecture.[20:29] Two direct reports: the case for radical subtraction.[21:09] 553 CEO letters and the case for one scalable habit.[32:36] The text-file life plan.[33:32] The 15-year personal plan Sami stumbled into by accident.[34:30] The four-pillar formula for not cracking in 26 years of founder life.[38:20] What “white Japanese people” and beer steins in saunas have in common.[45:55] Smoke saunas, löyly, and the one Finnish word worth knowing.[48:37] The lean, ten-percent-body-fat triathlete who was quietly going prediabetic.[53:07] Why 93% of American adults are metabolically unhealthy.[56:05] Reversing type 2 diabetes the way Virta actually does it.[1:00:17] Most surprising interventions.[1:03:32] The pancreatic cancer trial that bought patients 35% more time.[1:07:02] The McDonald's protocol: how to reverse diabetes from the drive-thru.[1:16:00] Why GLP-1 adherence collapses and Virta's doesn't.[1:21:10] Vegans, tofu, and the hardest macronutrient to get right.[1:25:27] The dose-response curve that lets perfect stop being the enemy of progress.[1:29:32] VO2 max blocks: how Sami trains an 80+ engine without burning out.[1:41:56] Hacking 10% off your running speed in four weeks.[1:46:09] Progressive overload, specificity, and the case against the long ride.[1:50:07] 45 days, three hours, and a contract to keep a marriage afloat.[1:55:27] The lightning strike in the middle of the Pacific that started a family.[2:01:15] The 36-year-old who bought his first car only because his wife made him.[2:05:40] The book recommendation no one saw coming: Trejo.[2:07:51] The PSA: chronic, progressive, and irreversible — three words Sami refuses.[2:11:40] Parting thoughts.*For show notes and past guests on The Tim Ferriss Show, please visit tim.blog/podcast.For deals from sponsors of The Tim Ferriss Show, please visit tim.blog/podcast-sponsorsSign up for Tim's email newsletter (5-Bullet Friday) at tim.blog/friday.For transcripts of episodes, go to tim.blog/transcripts.Discover Tim's books: tim.blog/books.Follow Tim:Twitter: twitter.com/tferriss Instagram: instagram.com/timferrissYouTube: youtube.com/timferrissFacebook: facebook.com/timferriss LinkedIn: linkedin.com/in/timferrissSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Important Part: Investing with Liz Young
How to Find a Job in 2026 According to This LinkedIn Expert

The Important Part: Investing with Liz Young

Play Episode Listen Later May 20, 2026 47:41


By the numbers, the job market may look solid. But for many job seekers, the experience feels far more uncertain, frustrating, and opaque. In this episode of The Important Part: Investing with Liz Thomas, Liz sits down with Andrew Seaman, LinkedIn's Editor at Large for Jobs and Career Development, to better understand what is really happening inside today's hiring market. They discuss the disconnect between the macro data and the lived experience of job seekers, why the hiring process can feel so difficult to navigate, how companies are evaluating candidates, and the growing role AI is playing on both sides of the job search. Seaman also shares perspective on what candidates may be missing, how job seekers can think more strategically about the process, and why positioning yourself clearly may matter more than ever in a changing labor market. For more, read Liz's column every Thursday at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ by SoFi⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and follow Liz on Twitter ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@LizThomasStrat⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Additional resources: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Sign up for SoFi's newsletter for intel, insights, and inspo to help you get your money right. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Investing 101 Center⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Wealth Investing Guide⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ SoFi.com/Legal⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. ©2026 Social Finance, Inc. All Rights Reserved.

The Path to Exit
40 | Choosing Software M&A Counsel: What Founders Should Know Before Their Exit

The Path to Exit

Play Episode Listen Later May 19, 2026 18:12 Transcription Available


Choosing the wrong M&A attorney can slow your deal, cost you on terms, and in some cases, put the whole transaction at risk. Yet most software founders give this decision far less thought than it deserves. In this episode, managing directors Mike Lyon and Mike Greco discuss what to look for in a lawyer who specializes in software deals, the most common mistakes founders make when selecting legal counsel, and the specific questions every founder should ask before making the hire.Vista Point Advisors is a boutique sell-side investment bank providing unconflicted M&A and capital raising advice to founder-led software, AI, and internet businesses. We partner with entrepreneurs of growing businesses to help them understand their options in the marketplace so they can maximize business value, leverage their options, and realize their ideal outcomes. Securities offered through Vista Point Advisors, member FINRA/SIPC. This has been provided for informational purposes only and should not be considered as investment advice or a recommendation. It is not intended to address all circumstances that might arise. The views expressed herein may change at any time subsequent to the date of issue. Opinions contained herein should not be interpreted as a guarantee of future results. Outcomes will vary depending on individual circumstances. Any examples used in this material are generic, hypothetical and for illustration purposes only. Testimonials from past clients may not be representative of the experience of other clients and there is no guarantee of future performance or success. Clients are not compensated for their comments. 

Trading Secrets
300. Galey Alix: From Goldman Sachs to Millions of Followers, Story Selling & Building a Design Empire

Trading Secrets

Play Episode Listen Later May 18, 2026 70:38


This week, Jason is joined by designer, entrepreneur, former Goldman Sachs executive, and social media powerhouse, Galey Alix, for a conversation about reinvention, resilience, and what happens when you bet on yourself before anyone else does.Before becoming one of the most recognizable names in home design, Galey spent 13 years at Goldman Sachs, where she rose from a $27,000-a-year call center role to becoming one of the firm's top-performing sales executives — eventually generating billions for the company and earning seven figures along the way. She opens up about the mindset, competitiveness, and “story selling” techniques that helped her succeed in one of the most intense corporate environments in the world.But behind the career success, Galey was privately struggling. She shares the deeply personal story of losing her fiancé just weeks before their wedding after opening up about her battle with an eating disorder — a moment that sent her into one of the darkest periods of her life. What followed unexpectedly changed everything.While stepping away from social media to focus on healing, Galey's home renovation videos quietly began going viral online. What started as decorating projects for fun soon exploded into a completely new career path — eventually leading to millions of followers, major brand partnerships, product lines carried nationwide, and her own television show, Home in a Heartbeat.Galey breaks down the business behind her success — from how she built a massive social media platform through “story selling” and emotional content, to why she believes creators today should focus more on digital platforms than traditional television. She also explains the financial realities of entrepreneurship, including the “Double Tarzan” strategy she used to transition out of corporate America while minimizing risk.Jason and Galey also dive into the economics of the design industry, how she approaches ROI in home renovations, why most designers structure their businesses incorrectly, and the surprising financial systems she uses to protect both herself and her clients.Beyond business, Galey opens up about perfectionism, burnout, anxiety, relationships, identity, and the pressure of constantly needing to achieve at the highest level. She shares why vulnerability ultimately became her greatest strength — both personally and professionally.From Wall Street to home design, and from heartbreak to building a multi-platform empire, Galey reveals what it really takes to reinvent yourself while staying relentlessly authentic along the way.Galey reveals all this and so much more in another episode you can't afford to miss!Subscribe to the Trading Secrets podcast!Host: Jason Tartick Co-Host: David Arduin Audio: John Gurney Video: Marc Colcer Guest: Galey AlixWealthfrontWealthfront's high-yield cash account: https://www.wealthfront.com/tradingsecrets.This experience may not be representative of other Wealthfront clients, and there is no guarantee of future performance or success. Experiences will vary. Jason Tartick receives cash compensation from Wealthfront Brokerage for paid endorsement in his podcast, creating a conflict of interest. The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC, member FINRA/SIPC.  Wealthfront Brokerage is not a bank. The base APY is 3.30% on cash deposits as of January 30, 2026, is representative, subject to change, and requires no minimum. If eligible for the overall boosted rate of 4.05% offered in connection with this promo, your boosted rate is also subject to change if the base rate decreases during the 3 month promo period. Additional terms and conditions apply, which can be found on wealthfront.com/tradingsecrets.  Funds in the Cash Account are swept to program banks, where it earns the variable APY. Same-day withdrawal or instant payment transfers may be limited by destination institutions, daily transaction caps, and by participating entities such as Wells Fargo, the RTP® Network, and FedNow® Service. New Cash Account deposits are subject to a 2-4 day holding period before becoming available for transfer. Investment advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Securities investments: not bank deposits, bank-guaranteed or FDIC-insured, and may lose value.

Printing Money
Printing Money Episode 38: Additive Manufacturing Deal Analysis with Rajeev Kulkarni

Printing Money

Play Episode Listen Later May 18, 2026 62:40


Welcome to Printing Money Episode 38. Rajeev Kulkarni returns for this episode, and we find it hard to believe it's been nearly two years since his first appearance. In the interim, one of Rajeev's three focus-companies (Ackuretta) was acquired in a positive outcome and the other two (Axtra3D and Caracol) have experienced significant growth and fundraising. Episode 38 begins with a look at Rajeev's career and current work. From there, Danny and Rajeev set the stage by reviewing last month's RAPID event in Boston and highlighting certain trends there that are playing out in real-time in the 3DP/AM M&A and financing world. Did we say 3DP/AM M&A and financing? This episode tips the scales at just over one hour of 3DP/AM deals galore, so please enjoy all the nuggets of knowledge and analysis. Themes include private equity's deepening embrace of the AM services business, notable transactions from publicly traded companies, ongoing developments in the Nano Dimension telenovela, validated speculation about EOS' acquisition trail, and a number of impressive VC rounds and strategic investments. Please enjoy Episode 38 and check out our previous episodes too. This episode was recorded May 12, 2026. Timestamps: 00:13 – Welcome to Episode 38, and welcome back to Rajeev Kulkarni 00:38 – Rajeev's career at 3D Systems (DDD) and his current work at Axtra3D, Caracol, and more 05:48 – Workflow considerations for 3DP/AM business growth 07:00 – RAPID 2026 review: Smaller, More focused, New leadership, Defense and Drones, LPBF dominance 08:52 – Real market growth, not evenly distributed 11:16 – For OEMs, it's time to polarize your products 14:15 – Bullish M&A trends for 3DP/AM 14:47 – AFM acquires Incodema3D 15:32 – BTX Precision subsidiary I3D acquires Burloak from Samuel (breaking news as of this recording date!) 21:18 – Prodways (PWG.PA) sells its software business for EUR 35M 25:12 – Materialise (MTLS) transferring its RapidFit business to management team 30:56 – Nano Dimension (NNDM) sells its AM Electronics business for not very much, and to a co-founder of… Nano Dimension 35:36 – What will come of what's left at Nano Dimension? 36:30 – Johnson Controls (JCI) acquiring Alloy Enterprises 41:09 – EOS acquires Metalpine 42:11 – Amnovis acquires Westconn 44:37 – Tethon3D acquires Fortify3D IP 48:33 – Freeform raises $67M Series B 50:53 – Firestorm raises $82M Series B 55:06 – Nanochon closes $4.1M Seed Round 57:11 – Kureha invests in Z-Polymers 59:57 – Velo3D (VELO) $50M private placement offering 1:01:50 – Thanks again to Rajeev, and thanks to you for listening! Disclaimer: This content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing stated on this podcast constitutes a solicitation, recommendation, endorsement, or offer by the hosts, the organizer or any third-party service provider to buy or sell any securities or other financial instruments in this or in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction.  The information on this podcast is of a general nature that does not address the circumstances and risk profile of any individual or entity and should not constitute professional and/or financial advice. Referenced transactions are sourced from publicly available information. Danny Piper is a registered representative of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments.

The Patti Brennan Show
Ep. 204 (Part Two) The Stock You Love Could Be the Risk You're Ignoring

The Patti Brennan Show

Play Episode Listen Later May 15, 2026 31:45


Did you know 60% of individual stocks are net wealth destroyers? In Part Two, Patti and Eric break down what really causes major market drops, the odds of losing money over time, and four smart strategies for managing a concentrated stock position. Key Financial, Inc. is a federally registered investment advisor with the United States Securities and Exchange Commission. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Key Financial Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Patricia Brennan and Osaic Wealth, Inc. do not offer tax advice or tax servies. Please consult your tax specialist for individual advice. We make no specific comments or recommendations on any tax related details. "One Hundred Years in the U.S. Stock Markets" (March 2026, also on SSRN) Looking at 29,754 common stocks listed on U.S. public markets over 100 years (1926–2025), the study found that long-term investors in nearly 60% of stocks incurred wealth reductions

The Abundance Mindset
Seven Signs You've Outgrown Your Financial Advisor

The Abundance Mindset

Play Episode Listen Later May 14, 2026 21:52


Too often people stay loyal to a financial advisor even after their financial life has outgrown the advisor's service model. In this episode we're contrasting investment-only relationships with proactive, comprehensive planning that integrates taxes, estate, insurance, and coordination with a CPA. Do you see any of these flags in your own financial advisor relationship? Reach out for a complimentary strategy assessment!

The Important Part: Investing with Liz Young
Is a Recession Coming? Neil Dutta on Signals He's Watching

The Important Part: Investing with Liz Young

Play Episode Listen Later May 13, 2026 45:35


Markets have remained resilient in 2026. But beneath the headline strength, some signals are getting harder to ignore. In this episode of The Important Part: Investing with Liz Thomas, Neil Dutta, Head of Economic Research at Renaissance Macro, joins Liz to break down how he is reading the current market and economic backdrop. While recession is not his base case, Dutta explains why he believes certain risks may not be fully reflected in current market expectations. The conversation explores the labor market, inflation, market cycles, and the disconnect between areas of the economy that continue to hold up and areas that may be showing signs of weakness. Dutta shares the signals he is watching and why this moment may be more complicated than the headlines suggest. For more, read Liz's column every Thursday at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ by SoFi⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and follow Liz on Twitter ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@LizThomasStrat⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Additional resources: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Sign up for SoFi's newsletter for intel, insights, and inspo to help you get your money right. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Investing 101 Center⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Wealth Investing Guide⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ SoFi.com/Legal⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. ©2026 Social Finance, Inc. All Rights Reserved.

Behind The Wealth with Roger Abel
The Real Retirement Readiness Checklist

Behind The Wealth with Roger Abel

Play Episode Listen Later May 13, 2026 37:57


This week, we react to a viral article where ChatGPT was asked the “best” age to claim Social Security — and discuss why the real answer is usually more personal than people think. We also dive into retirement readiness beyond just your account balance, including cash flow, taxes, debt, and withdrawal strategy, plus the hidden impact of “personal inflation” and why many households feel like their expenses are rising faster than the official inflation numbers suggest Check Out Our Investor Guide Series: https://www.premieriwm.com/investor-guides  Get started on your path to financial freedom: www.premieriwm.com  Host: Roger Abel, AIF Co-Host: Elias Randel Producer: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your attorney, accountant, and financial or tax advisor prior to investing. Premier Investments & Wealth Management and LPL Financial do not provide tax advice, please consult your tax professional. Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal. Dollar cost averaging involves continuous investment in securities regardless of fluctuations in price levels. Investors should consider their ability to continue purchasing through periods of low price levels. Such a plan does not assure a profit and does not protect against loss in declining markets. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

Widow, Wisdom & Wealth with Donna Kendrick
Navigating Real Estate Transitions After Loss or Divorce with Dana Friedman

Widow, Wisdom & Wealth with Donna Kendrick

Play Episode Listen Later May 12, 2026 30:12


In this episode of "Widow Wisdom and Wealth," Dana Friedman shares insightful advice on managing real estate decisions during emotional life transitions, particularly after widowhood or divorce. Whether you're considering selling your family home, downsizing, or exploring 55+ communities, Dana's expertise offers practical guidance and emotional support. Main Topics Covered: How to use the long-term capital gain exclusion within the first two years of widowhood Strategies for accurately determining home value amidst fluctuating markets Important updates and improvements that can increase your home's basis and sale value The role of decluttering and emotional resources during urgent moves Key considerations in choosing 55+ communities, including HOA fees and amenities Building a trusted team of professionals for a smooth transition Tips for recent widows/widowers on making quick decisions and processing emotional hurdles Dana's concierge-style service connecting clients nationwide and internationally   Timestamps:  00:00 - Introduction to Dana Friedman and her work supporting families in transition 01:01 - Capital gains exclusion rules for surviving spouses within two years of loss 01:57 - Dana's background and her focus on empathetic real estate support 03:36 - Importance of honest communication in family situations involving divorce or widowhood 05:17 - How to prepare clients emotionally and practically for home selling 06:19 - Approaching home valuation and market analysis in divorce scenarios 07:15 - Guiding clients on affordability and market value considerations 08:14 - Factors influencing home value, including market demand and renovations 09:39 - Using comparative market analysis (CMA) to reevaluate house worth 12:08 - Impact of updates and improvements on home basis and sale price 14:48 - Resources and professional help for decluttering during emotional times 16:19 - Celebrating life and downsizing with memorial events and donation options 18:24 - Decision-making exercises for stay or go in widowhood 19:52 - Processing emotional readiness for moving and emotion-driven timing 20:37 - Dana's network of trusted professionals for every step of the transition 22:22 - Understanding 55+ communities, amenities, and costs 25:44 - Final advice   Connect with Dana: Cell: 215-901-4522 Email: Downtown2Devon@gmail.com Facebook: https://www.facebook.com/DanaFriedman1124 Instagram: @DBF136 Linkedin: https://www.linkedin.com/in/dana-friedman-aba59849/   _______________________________ CONNECT

A New Untold Story
Wrenches - A New Untold Story: Ep. 498

A New Untold Story

Play Episode Listen Later May 7, 2026 81:51


This week the boys talk KB getting a new cat, wrenches at a girls place, Taskrabbit, Playboi Carti, Cleveland, and more on this weeks episode! Ads: Jackpocket - GAMBLING PROBLEM? CALL 1-800-GAMBLER, Call 877-8-HOPENY/text HOPENY (467369) (NY). 18+ (19+ in NE, 21+ in AZ). Physically present where Jackpocket operates. Jackpocket is a lottery courier and not affiliated with any State Lottery. Eligibility restrictions apply. Void where prohibited. 1 per new customer. Min. $5 deposit. Max. $10 issued in non-withdrawable Lottery Credits that expire in 7 days (168 hours). Ends 6/7/26 at 11:59 PM ET. Terms: https://jkpt.co/DEPOSIT5. Scratch off tickets subject to availability. Sponsored by Jackpocket.  *Based on 2025 iOS download data collected by Sensor Tower. AuraFrames - Exclusive $25-off Carver Mat at https://on.auraframes.com/UNTOLD. Promo Code UNTOLD Factor - Head to https://Factormeals.com/kb50off and use code kb50off to get 50% off and free daily greens per box Rocket Money - Join at https://RocketMoney.com/untold Kraken - Kraken's giving you $25 in Bitcoin, new users go to https://kraken.com/barstool, use code BARSTOOL25 when you sign up ,deposit and trade $100 boom -- $25 in BTC. Done. Disclaimer: Securities and brokerage services offered by Kraken Securities LLC, member FINRA/SIPC. Digital asset services offered by Payward Interactive Inc., (NMLS ID:1843762) a FINCEN registered money services business, not a member of FINRA/SIPC and not FDIC insured More ANUS content ⬇️ https://linktr.ee/anuspodcastYou can find every episode of this show on Apple Podcasts, Spotify or YouTube. Prime Members can listen ad-free on Amazon Music. For more, visit barstool.link/anuspodcast

The Abundance Mindset
Market Down 15%? Why Long-Term Investors Get Excited

The Abundance Mindset

Play Episode Listen Later May 7, 2026 17:54


Is your investing strategy more like going to the gym or visiting the casino? In the latest episode of the Abundance Mindset, we make a case for disciplined, consistent investing and share data about how disciplined approaches beat emotion-driven market timing. We explain dollar-cost averaging as a de-risking approach that accepts uncertainty and can be useful for both ongoing contributions and deploying lump sums over time. If you want to take the emotion out of investing and instead build a routine that helps you quietly win over time, this episode is for you.

Behind The Wealth with Roger Abel
Navigating Innovation & The Future of AI

Behind The Wealth with Roger Abel

Play Episode Listen Later May 6, 2026 51:40


From the automobile to smartphones to artificial intelligence, innovation has continually reshaped the way we live, work, and invest. In this episode, Roger is joined by PIWM Regional Vice President, Steve Hough, to discuss how major technological shifts throughout history have impacted everyday life and the financial markets—and what the future may hold as AI continues to evolve. We'll explore whether AI could become the next transformational force for businesses, investors, and the economy in the years ahead. Check Out Our Investor Guide Series: https://www.premieriwm.com/investor-guides  Get started on your path to financial freedom: www.premieriwm.com  Host: Roger Abel, AIF Guest Host: Steve Hough, CFP Producer: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your attorney, accountant, and financial or tax advisor prior to investing. Premier Investments & Wealth Management and LPL Financial do not provide tax advice, please consult your tax professional. Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal. Dollar cost averaging involves continuous investment in securities regardless of fluctuations in price levels. Investors should consider their ability to continue purchasing through periods of low price levels. Such a plan does not assure a profit and does not protect against loss in declining markets. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

Behind The Wealth with Roger Abel
Millennials or Boomers: Who Had It Harder?

Behind The Wealth with Roger Abel

Play Episode Listen Later Apr 30, 2026 38:06


Who really had it harder: millennials or boomers? In this episode, we break down the generational money debate (and why the answer isn't so simple). We also cover a big win for retirement savers as more small business employees gain access to 401(k)s, plus a surprising stat: most Americans plan to ignore one of the most talked-about Social Security strategies. Check Out Our Investor Guide Series: https://www.premieriwm.com/investor-guides  Get started on your path to financial freedom: www.premieriwm.com  Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your attorney, accountant, and financial or tax advisor prior to investing. Premier Investments & Wealth Management and LPL Financial do not provide tax advice, please consult your tax professional. Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal. Dollar cost averaging involves continuous investment in securities regardless of fluctuations in price levels. Investors should consider their ability to continue purchasing through periods of low price levels. Such a plan does not assure a profit and does not protect against loss in declining markets. Consult your tax professional about eligibility to Roth and Traditional IRA contributions. Contributions and earnings in a Roth IRA can be withdrawn without paying taxes and penalties if the account owner is at least 59 ½ and has held their Roth IRA for at least five years. Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of the conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

The Important Part: Investing with Liz Young
What Individual Investors Need to Know about Venture Capital

The Important Part: Investing with Liz Young

Play Episode Listen Later Apr 29, 2026 42:28


Did you know that out of 30 companies in any given VC fund, only one or two clear a billion dollars in value? That's not a failure rate…that's the whole model. In this episode, Alexa von Tobel, founder of LearnVest and managing partner of Inspired Capital, pulls back the curtain on the asset class that quietly built some of the biggest fortunes of the last two decades. She breaks down exactly how venture capital works, why lockup periods can stretch to 20 years, and what she looks for in that 0.01% of founders worth betting on. She also shares why the biggest white spaces in innovation right now have nothing to do with the next flashy app. If you've ever wondered whether venture capital belongs in your portfolio, or what it actually takes to build a billion-dollar company from a napkin, this is the episode to start with. For more, read Liz's column every Thursday at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ by SoFi⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and follow Liz on Twitter ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@LizThomasStrat⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Additional resources: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Sign up for SoFi's newsletter for intel, insights, and inspo to help you get your money right. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Investing 101 Center⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Wealth Investing Guide⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ SoFi.com/Legal⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. ©2026 Social Finance, Inc. All Rights Reserved.

Huberman Lab
Male Roles, Obligations and Options for Building a Fulfilling Life | Scott Galloway

Huberman Lab

Play Episode Listen Later Apr 27, 2026 156:06


Scott Galloway is a professor of marketing at New York University's Stern School of Business. We discuss masculine roles and obligations of past, present and future. We explore which are timeless and which are changing, and positive steps boys and men can take to create meaning and stability in their lives. We cover work, finances, health and relationships to build a grounded, purposeful life. We also discuss tech, social media, alcohol, cannabis and porn. Throughout, we emphasize specific daily practices for building mental, physical and economic resilience, compassion for others, and for navigating key life decisions in every realm. Thank you to our sponsors AG1: https://drinkag1.com/huberman David: https://davidprotein.com/huberman Wealthfront*: https://wealthfront.com/huberman Function: https://functionhealth.com/huberman LMNT: https://drinklmnt.com/huberman Timestamps (00:00:00) Scott Galloway (00:02:45) Mentoring Young Men (00:06:16) Positive Masculinity Defined (00:13:37) Sponsors: David & Wealthfront (00:16:33) Men & Goals, Role Models, Technology; Relationships (00:26:34) Elon Musk; Big Tech (00:31:53) Varying Role Models, Flaws; Criticism, Big Tech & Incendiary Content (00:43:33) Sponsor: AG1 (00:44:57) Fear, Dating & Rejection, Relationship Dynamics (00:53:39) Social Media Impacts on Kids; Regulation (01:06:03) Phone, Dopamine & Pseudo-OCD; Solutions (01:14:03) Sponsor: Function (01:15:14) Naval Academy & Lifestyle Protocols, Mandatory National Service (01:23:08) Alcohol Phones & Professional Considerations (01:33:43) Drinking Age; Cannabis, THC (01:37:16) Sponsor: LMNT (01:38:36) Cannabis; Porn, Addiction (01:46:14) Anger; Testosterone; Aspirational Masculinity, Toxic Femininity (01:56:25) Advocating for Young Men, Economic Opportunity, Gerontocracy (02:04:43) Generation Gaps, Retirement, "Vampire" Generation (02:10:30) Bet on Unremarkable, Universities & Vocations; Gerontocracy (02:18:48) Aging; Paying it Forward & Male Mentorship (02:25:33) Seeking Mentors, Young Men; Acknowledgments (02:33:13) Zero-Cost Support, YouTube, Spotify & Apple Follow, Reviews & Feedback, Sponsors, Protocols Book, Social Media, Neural Network Newsletter *This experience may not be representative of other Wealthfront clients, and there is no guarantee of future performance or success. Experiences will vary. Andrew Huberman receives cash compensation from Wealthfront Brokerage for paid testimonials in his podcast, creating a conflict of interest. The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC, member FINRA/SIPC.  Wealthfront Brokerage is not a bank. The base APY is 3.30% on cash deposits as of January 30, 2026, is representative, subject to change, and requires no minimum. If eligible for the overall boosted rate of 4.05% offered in connection with this promo, your boosted rate is also subject to change if the base rate decreases during the 3 month promo period. Additional terms and conditions apply, which can be found on Wealthfront.com/Huberman.  Funds in the Cash Account are swept to program banks, where it earns the variable APY. Same-day withdrawal or instant payment transfers may be limited by destination institutions, daily transaction caps, and by participating entities such as Wells Fargo, the RTP® Network, and FedNow® Service. New Cash Account deposits are subject to a 2-4 day holding period before becoming available for transfer. Investment advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Securities investments: not bank deposits, bank-guaranteed or FDIC-insured, and may lose value. Disclaimer & Disclosures Learn more about your ad choices. Visit megaphone.fm/adchoices

Red Line Radio
We Are Trusting Ben Johnson's Draft Decisions + Billy Donovan Stepping Down

Red Line Radio

Play Episode Listen Later Apr 27, 2026 51:59


On today's episode of The Stretch we recap the Chicago Bears 2026 draft class. While some picks may seem questionable and some needs appear to not be addressed, we have decided to trust Ben Johnson's process. We talk about some of the Bears newest rookies, Billy Donovan stepping down, the Cubs 10 game winning streak snapped and more. On today's episode of The Stretch we recap the Chicago Bears 2026 draft class. While some picks may seem questionable and some needs appear to not be addressed, we have decided to trust Ben Johnson's process. We talk about some of the Bears newest rookies, Billy Donovan stepping down, the Cubs 10 game winning streak snapped and more. SUPPORT THE SHOW Mountain Dew - Enjoy the refreshing citrus kick of Mountain Dew: an American Original. Grab a Dew. Tasting Great Since 48. Shopify - Sign up for your one-dollar-per-month trial today at https://SHOPIFY.com/stretch Kraken - Kraken's giving you $25 inBitcoin, new users go to kraken.com/barstool, use code BARSTOOL25 when you sign up, deposit and trade $100 boom -- $25 in BTC. Disclaimer: Securities and brokerage services offered by Kraken Securities LLC, member FINRA/SIPC. Digital asset services offered by Payward Interactive Inc., (NMLS ID:1843762) a FINCEN registered money services business, not a member of FINRA/SIPC and not FDIC insured DraftKings - Gambling Problem? Call 1-800-GAMBLER. 18+ (21+ in certain states) to open, own, or access an advance deposit wagering account and resident of a state where DK Horse or DK Racing is available. Eligibility restrictions apply. Void where prohibited. Opt-in req. Min. $5 wager. Only the first straight single horse win wager on the Kentucky Derby placed after opt-in is eligible. Wager must win to qualify for an equal share of $1,000,000. Reward issued in cash within 7 days of race completion via a click to claim, which expires 30 days (720 hours) after receipt. Unclaimed rewards will be forfeited. Ends at the closing of the betting pool for the Kentucky Derby on 5/2/26. Terms: www.dkhorse.com/bet/offers/details; www.racing.draftkings.com/promos Sponsored by DraftKings.You can find every episode of this show on Apple Podcasts, Spotify or YouTube. Prime Members can listen ad-free on Amazon Music. For more, visit barstool.link/redlineradio

Financial Clarity for Doctors
The Challenges of Early Retirement

Financial Clarity for Doctors

Play Episode Listen Later Apr 27, 2026 38:39


For a lot of people, the answer to when they would like to retire is “as soon as possible!”  For those folks, a lot of resources often need to go toward that goal, because it is challenging!  In this episode of Financial Clarity for Doctors, hosts Corey Janoff and Rachelle Vanderzanden discuss some challenges of early retirement and how to best work toward that goal.  Early Retirement Basics:  What is early?  Social Security Full Retirement Age is now Age 67.  Age 65 is still fairly standard.  Age 60 is early retirement!  If you are thinking about retiring even earlier, the challenges compound.  Being prepared to quit work earlier means you will have fewer years to save, fewer years for your money to grow, and more years to support yourself without earned income.  This is the challenge!  Every situation is different, but for most people, that means you must save a large percentage of your gross income for retirement.  This reduces the lifestyle you need to maintain in retirement and helps your savings grow faster.  This is a complicated and nuanced topic with lots more to learn!  To learn additional early retirement strategies, listen to the full episode.  As always, we encourage folks to focus on what they can control – spending, savings, and potentially earnings.  For more financial planning tips from Corey and Rachelle, find them on social media!  LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance   Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Finity Group, LLC and Cambridge are not affiliated. Cambridge does not offer tax or legal advice. 

The Tim Ferriss Show
#862: Cathy Lanier, Chief Security Officer of the NFL — From 9th-Grade Dropout to DC's Longest-Serving Police Chief, Protecting the Super Bowl, and Resilience Under Extreme Pressure

The Tim Ferriss Show

Play Episode Listen Later Apr 23, 2026 95:41


Cathy Lanier is the Chief Security Officer of the National Football League, where she oversees security across the league office and all 32 clubs. Before the NFL, she served as Chief of Police of Washington, D.C., from 2007 to 2016 — the first woman in the role and the longest-serving chief in the force's history — where her strategies helped cut violent crime by 21 percent even as the city's population grew 15 percent.This episode is brought to you by:Eight Sleep Pod Cover 5 sleeping solution for dynamic cooling and heating: EightSleep.com/Tim Shopify global commerce platform, providing tools to start, grow, market, and manage a retail business: Shopify.com/timHelix Sleep premium mattresses: HelixSleep.com/TimWealthfront high-yield cash account: Wealthfront.com/Tim Wealthfront disclaimer: New clients get 3.30% base APY from program banks + additional 0.75% boost for 3 months on your uninvested cash (max $150k balance). Terms and conditions apply. The Cash Account offered by Wealthfront Brokerage LLC (“WFB”) member FINRA/SIPC, not a bank. The base APY as of 1/30/26 is representative, can change, and requires no minimum. Tim Ferriss, a non-client, receives compensation from WFB for advertising and holds a non-controlling equity interest in the corporate parent of WFB, which creates a conflict of interest. Individual experiences and outcomes will differ. Instant withdrawals may be limited by your receiving firm and other factors. Investment advisory services provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Securities investments: not bank deposits, not bank-guaranteed or FDIC-insured, and may lose value.TIMESTAMPS:[00:00] Start.[01:38] Cathy Lanier: from Tuxedo to the top.[03:22] Dad vanishes; Mom holds the line (and takes shorthand to the TV).[08:08] Bused into DC: straight-A student turns chronic truant.[10:37] Married at 15, signed over for $100 off child support.[12:54] The baby-in-the-crib wake-up call.[16:37] GED by a single point; secretary by day, waitress by night.[20:18] The Washington Post ad that changed everything.[20:39] 1990 MPD: into the crack cocaine wars.[23:46] Grandma's gospel: no excuses, damned for doing.[26:23] Mount Pleasant riots: trial by brick, and a better-way epiphany.[33:23] Donny Exum's nudge — and sergeant at 26.[38:56] Being a woman on the '90s force: harassment and the 90-day dodge.[49:38] Marion Barry exits, Chuck Ramsey enters.[51:08] Lieutenant: the sweet spot. Captain: the desk (but keep the cuffs).[56:58] 9/11 and the surprise transfer to Special Ops.[58:07] Mentors lend confidence — and a counterterrorism bureau built from scratch.[1:00:14] Live Sarin, VX, and training with bioweapons legends.[1:02:22] Text the 50, get the 411: the tip line gambit.[1:03:36] Cultivating sources: the white Escalade payoff.[1:09:02] Attention to detail: OCD as a superpower.[1:10:43] Teletubby pagers to smartphones — and the Thomas Maslin reckoning.[1:15:14] NFL security: the scope of "everything."[1:17:10] Red teaming, explained.[1:18:53] NFL vs. MPD: diversity and complexity that goes to 11.[1:21:24] The book club: The Tipping Point and Blink.[1:23:32] Decisions under pressure — and with incomplete information.[1:28:34] Billboard wisdom: it's not what happens; it's what you do.[1:30:08] Parting thoughts.*For show notes and past guests on The Tim Ferriss Show, please visit tim.blog/podcast.For deals from sponsors of The Tim Ferriss Show, please visit tim.blog/podcast-sponsorsSign up for Tim's email newsletter (5-Bullet Friday) at tim.blog/friday.For transcripts of episodes, go to tim.blog/transcripts.Discover Tim's books: tim.blog/books.Follow Tim:Twitter: twitter.com/tferriss Instagram: instagram.com/timferrissYouTube: youtube.com/timferrissFacebook: facebook.com/timferriss LinkedIn: linkedin.com/in/timferrissSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Chicago Dog Walk
Tuesday 4/21/2026 - The Fast Food French Fries Draft (ft. Clem & Jeff D. Lowe)

Chicago Dog Walk

Play Episode Listen Later Apr 21, 2026 76:17


On today's show we are joined by Jeff D. Lowe and Clem for a draft of the greatest fast food french fries of all time. SUPPORT THE SHOW: Shopify - Sign up for your one-dollar-per-month trial today at https://SHOPIFY.com/dogwalk Mountain Dew - Enjoy the refreshing citrus kick of Mountain Dew: an American Original. Grab a Dew. Tasting Great Since 48. Kraken - Kraken's giving you $25 inBitcoin, new users go to kraken.com/barstool, use code BARSTOOL25 when you sign up, deposit and trade $100 boom -- $25 in BTC. Disclaimer: Securities and brokerage services offered by Kraken Securities LLC, member FINRA/SIPC. Digital asset services offered by Payward Interactive Inc., (NMLS ID:1843762) a FINCEN registered money services business, not a member of FINRA/SIPC and not FDIC insured Stella Blue - Grab yours now at https://stellabluecoffee.com, Amazon, and select retailers nationwide.You can find every episode of this show on Apple Podcasts, Spotify or YouTube. Prime Members can listen ad-free on Amazon Music. For more, visit barstool.link/thedogwalk

Wicked Pissah Podcast
#290 - Longevity Planning with Eliot Weissberg

Wicked Pissah Podcast

Play Episode Listen Later Apr 21, 2026 44:52


Longevity Planning with Eliot Weissberg Hosts Brad and Cory speak with Eliot Weissberg of The Investors Center Our guest on this episode is Eliot Weissberg. Eliot is President of The Investors Center, a financial planning and longevity planning practice. Their goal is to guide people to discover and leverage their capacity to age confidently, in part by utilizing "TimeLining" which Eliot created and trademarked in 2009. Eliot is a CFP and a CAPS (Certified Aging in Place Specialist). He is a member of the National Aging In Place Council (NAIPC) and the MIT AgeLab They discuss:  What a Certified Aging in Place Specialist is  Longevity planning and how it can help grow your business  How to implement an investment strategy to compliment longevity, and to what age Contact Eliot: www.theinvestorscenter.com     Eliot Weissberg, CFP®, CAPS is a Branch Manager with Raymond James Financial Services and President of The Investors Center. He can be reached at 860-677-8808 / 70 E Main St. Ste 5, Avon CT, 06001. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James  Financial Services Advisors, Inc. The Investors Center is not a registered broker/dealer and is independent of Raymond James Financial Services.

A New Untold Story
Tootsie Rolls - A New Untold Story: Ep. 495

A New Untold Story

Play Episode Listen Later Apr 16, 2026 84:40


The boys sit down this week in a new set up. We talk tootsie rolls, green apple caramel pops, Coachella, Atlanta, nicknames, and more! Ads: DraftKings - GAMBLING PROBLEM? CALL 1-800-GAMBLER or 1-800-MY-RESET, (800) 327-5050 or visit gamblinghelplinema.org (MA). Call 877-8-HOPENY/text HOPENY (467369) (NY). Please Gamble Responsibly. 888-789-7777/visit ccpg.org (CT), or visit www.mdgamblinghelp.org (MD), 1-800-981-0023 (PR). 21+ and present in most states. (18+ DC/KY/NH/PR/WY). Void in NH/OR/ONT/PR. Eligibility restrictions apply. On behalf of Boot Hill Casino (KS). Pass-thru of per wager tax may apply in IL. 1 per new DraftKings Sportsbook customer. Must register new account to receive reward Token. Must select Token BEFORE placing min. $5 bet to receive $300 in Bonus Bets if your bet wins. Min. -500 odds req. Min. deposit varies, either $5 or $10. Token and Bonus Bets are single-use and non-withdrawable. Bet must settle by and Token expires 5/3/26 at 11:59 PM ET. Bonus Bets expire in 7 days (168 hours). Stake removed from payout. Terms: sportsbook.draftkings.com/promos. Ends 4/26/26 at 11:59 PM ET. Sponsored by DK. Jackpocket - GAMBLING PROBLEM? CALL 1-800-GAMBLER, Call 877-8-HOPENY/text HOPENY (467369) (NY). 18+ (19+ in NE, 21+ in AZ). Physically present where Jackpocket operates. Jackpocket is a lottery courier and not affiliated with any State Lottery. Eligibility restrictions apply. Void where prohibited. 1 per new customer. Min. $5 deposit. Max. $10 issued in non-withdrawable Lottery Credits that expire in 7 days (168 hours). Ends 5/3/26 at 11:59 PM ET. Terms: https://jkpt.co/DEPOSIT5. Scratch off tickets subject to availability. Sponsored by Jackpocket.  *Based on 2025 iOS download data collected by Sensor Tower. Kraken - Don't be the guy telling the story later.Be in it. Kraken's giving you $25 in Bitcoin, new users go to https://kraken.com/barstool, use code BARSTOOL25 when you sign up, deposit and trade $100 boom -- $25 in BTC. Done.   Disclaimer: Securities and brokerage services offered by Kraken Securities LLC, member FINRA/SIPC. Digital asset services offered by Payward Interactive Inc., (NMLS ID:1843762) a FINCEN registered money services business, not a member of FINRA/SIPC and not FDIC insured Stella Blue - Grab yours now at https://stellabluecoffee.com, Amazon, and select retailers nationwide. More ANUS content ⬇️ https://linktr.ee/anuspodcastYou can find every episode of this show on Apple Podcasts, Spotify or YouTube. Prime Members can listen ad-free on Amazon Music. For more, visit barstool.link/anuspodcast

The Important Part: Investing with Liz Young
Why Anthony Scaramucci Is Playing the Crypto Long Game

The Important Part: Investing with Liz Young

Play Episode Listen Later Apr 15, 2026 45:29


Crypto has had a volatile start to 2026. After reaching an all-time high above $120,000 in late 2025, Bitcoin has pulled back significantly and is now trading in the mid-$60,000 range — a drawdown of roughly 40–50% — amid macro uncertainty and shifting institutional sentiment. But Anthony Scaramucci, founder and managing partner of SkyBridge Capital, isn't backing down. In this episode, Scaramucci explains why he became an early believer in crypto, what drew him to the asset class before it went mainstream, and why short-term volatility hasn't changed his long-term view. He shares how he thinks about crypto as an emerging technology — and why periods like this are part of the cycle. Scaramucci also discusses the role of regulation in shaping crypto's future, and how it could influence broader adoption within modern finance. For more, read Liz's column every Thursday at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ by SoFi⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and follow Liz on Twitter ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@LizThomasStrat⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Additional resources: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Sign up for SoFi's newsletter for intel, insights, and inspo to help you get your money right. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Investing 101 Center⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Wealth Investing Guide⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ SoFi.com/Legal⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. ©2026 Social Finance, Inc. All Rights Reserved.

The Path to Exit
39 | SaaSpocalypse? How AI Is Reshaping Software M&A

The Path to Exit

Play Episode Listen Later Apr 14, 2026 19:15


AI is reshaping what buyers and investors look for in software businesses faster than most founders realize, and many are still operating with an outdated playbook. In this episode, managing directors Mike Lyon and Jeff Koons break down what is driving the so-called SaaSpocalypse, why we think it is more of a market re-rating than a collapse, what criteria investors are now using to evaluate software companies, and what concrete steps founders can take right now to assess and help strengthen their position.Vista Point Advisors is a boutique sell-side investment bank providing unconflicted M&A and capital raising advice to founder-led software, AI, and internet businesses. We partner with entrepreneurs of growing businesses to help them understand their options in the marketplace so they can maximize business value, leverage their options, and realize their ideal outcomes. Securities offered through Vista Point Advisors, member FINRA/SIPC. This has been provided for informational purposes only and should not be considered as investment advice or a recommendation. It is not intended to address all circumstances that might arise. The views expressed herein may change at any time subsequent to the date of issue. Opinions contained herein should not be interpreted as a guarantee of future results. Outcomes will vary depending on individual circumstances. Any examples used in this material are generic, hypothetical and for illustration purposes only. Testimonials from past clients may not be representative of the experience of other clients and there is no guarantee of future performance or success. Clients are not compensated for their comments. 

Financial Clarity for Doctors
Teaching Kids to Save

Financial Clarity for Doctors

Play Episode Listen Later Apr 13, 2026 34:17


April is Financial Literacy month, and in this episode of Financial Clarity for Doctors, hosts Corey Janoff and Rachelle Vanderzanden talk about some basics of teaching kids to save and manage money responsibly.  Getting kids to the point where they are financially independent is a huge milestone, and sometimes it feels like that is harder to achieve than it has ever been.  Strategies and ideas for raising financially literate children:  Model good financial habits and discuss them with your children.  This includes:  Tradeoffs – you can buy this, but then won't have enough money for that.  Delayed gratification – saving for the “big” items.  Retirement – we set aside some of our money, so someday we can quit working.  College – we set aside money for you, so that someday you can go to college, learn schools, and get a good job to be able live on your own.  Taxes – some portion of the money we make goes to the government to pay for schools, roads, and other things.  Start early with the basics and as your children grow, you can incorporate things like savings accounts, investment accounts, and even involving your kids in decision-making with family spending (vacations are a great example!).  There is no perfect way to teach every single kid, but knowledge is key here!  You don't necessarily need to discuss specific numbers like salaries, but involving kids in the household finances at a very basic level is a great way for them to learn.  For more financial planning tips from Corey and Rachelle, find them on social media!  LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance   Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Finity Group, LLC and Cambridge are not affiliated. Cambridge does not offer tax or legal advice. 

A New Untold Story
The Works Feat. Chef Donny - A New Untold Story: Ep. 494

A New Untold Story

Play Episode Listen Later Apr 9, 2026 67:48


Chef Donny joins the show this week to talk about childhood stories, zookeepers, cars, slime, and more on this weeks episode! Ads: DraftKings - GAMBLING PROBLEM? CALL 1-800-GAMBLER (MI/NJ/PA/WV) OR VISIT WWW.1800GAMBLER.NET (WV). HELP IS AVAILABLE FOR PROBLEM GAMBLING, CALL (888) 789-7777 OR VISIT CCPG.ORG (CT). 21+. Physically present in CT/MI/NJ/PA/WV only. Void in ONT. Eligibility restrictions apply. 1 per new customer. Opt-in req. Min. $5 in wagers req. Max. 1,500 Flex Spins issued for choice of Select Games. Spins issued as 50 Spins/day upon login for 30 days. Spins are non-withdrawable and expire 24 hours after choosing Select Game. $0.20 per Spin. Game availability may vary. Terms: casino.draftkings.com/promos. Ends 4/30/26 at 11:59 PM ET. Sponsored by DK. Education Hub: dkng.co/HowToPlay. Kraken - Kraken's giving you $25 in Bitcoin, new users go to https://kraken.com/barstool, use code BARSTOOL25 when you sign up ,deposit and trade $100 boom -- $25 in BTC. Done. Disclaimer: Securities and brokerage services offered by Kraken Securities LLC, member FINRA/SIPC. Digital asset services offered by Payward Interactive Inc., (NMLS ID:1843762) a FINCEN registered money services business, not a member of FINRA/SIPC and not FDIC insured Factor - Head to https://Factormeals.com/kb50off and use code kb50off to get 50% off and free daily greens per box, with new subscription only, while supplies last until 09/27/2026. (See website for more details) Rocket Money - Join at https://RocketMoney.com/untold Jackpocket - GAMBLING PROBLEM? CALL 1-800-GAMBLER, Call 877-8-HOPENY/text HOPENY (467369) (NY). 18+ (19+ in NE, 21+ in AZ). Physically present where Jackpocket operates. Jackpocket is a lottery courier and not affiliated with any State Lottery. Eligibility restrictions apply. Void where prohibited. 1 per new customer. Min. $5 deposit. Max. $10 issued in non-withdrawable Lottery Credits that expire in 7 days (168 hours). Ends 5/3/26 at 11:59 PM ET. Terms: https://jkpt.co/DEPOSIT5. Scratch off tickets subject to availability. Sponsored by Jackpocket. *Based on 2025 iOS download data collected by Sensor Tower. https://linktr.ee/anuspodcastYou can find every episode of this show on Apple Podcasts, Spotify or YouTube. Prime Members can listen ad-free on Amazon Music. For more, visit barstool.link/anuspodcast

Chicago Dog Walk
Thursday 4/9/2026 - Mysterious Scientist Disappearances & The Reality Of Aliens (Ft. Jerry Thornton)

Chicago Dog Walk

Play Episode Listen Later Apr 9, 2026 66:54


On today's show we are joined by Jerry Thornton, who has been on a blogging spree tracking the mysterious disappearances of some top scientists in the United States. We then get into a conversation of the reality of aliens, how this could all be linked, and when/if we should actually panic. SUPPORT THE SHOW American Home Shield - Get twenty percent off at AHS.com/dogwalk and see promo details. See AHS.com/contracts for coverage details, including service fees, limitations and exclusions. Shady Rays - Go to http://shadyrays.com and use code WALK for 40% off 2+ pairs of polarized sunglasses. Magnolia Pictures - See NORMAL only in theaters starting April 17. Get your tickets now at https://www.normalthemovie.com/ Kraken - Kraken's giving you $25 in Bitcoin, new users go to https://kraken.com/barstool, use code BARSTOOL25 when you sign up, deposit and trade $100 boom -- $25 in BTC. Done. Disclaimer: Securities and brokerage services offered by Kraken Securities LLC, member FINRA/SIPC. Digital asset services offered by Payward Interactive Inc., (NMLS ID:1843762) a FINCEN registered money services business, not a member of FINRA/SIPC and not FDIC insured Barstool Store - Embrace Debate — shop now at https://Walmart.com or in stores nationwide.You can find every episode of this show on Apple Podcasts, Spotify or YouTube. Prime Members can listen ad-free on Amazon Music. For more, visit barstool.link/thedogwalk

The Abundance Mindset
Have You Outgrown Your DIY Financial Plan?

The Abundance Mindset

Play Episode Listen Later Apr 9, 2026 20:11


Have You Outgrown Your DIY Financial Plan? An Evaluation Framework.Have you fallen prey to the “shadow tax of inaction”? Today we step through a three part framework to help listeners evaluate whether it may be time to hire a professional to elevate your financial life. Ultimately, hiring an advisor should remove complexity and capacity constraints while restoring confidence that you're doing the right thing.

Chicago Dog Walk
Wednesday 4/7/2026 - Space Breaks Our Brain & Gives Dana Anxiety ft. Pat Tomasulo (Free Swim)

Chicago Dog Walk

Play Episode Listen Later Apr 8, 2026 53:09


On today's free swim we are joined by WGN's Pat Tomasulo. We get into his upcoming comedy event for charity. We get into how space breaks our minds and put Dana on anxiety medication. Later we get into a wild on or off the leash question and more. SUPPORT THE SHOW: American Home Shield - xGet twenty percent off at AHS.com/dogwalk and see promo details. See AHS.com/contracts for coverage details, including service fees, limitations and exclusions. Kraken - Kraken's giving you $25 in Bitcoin, new users go to https://kraken.com/barstool, use code BARSTOOL25 when you sign up, deposit and trade $100 boom -- $25 in BTC. Done. Disclaimer: Securities and brokerage services offered by Kraken Securities LLC, member FINRA/SIPC. Digital asset services offered by Payward Interactive Inc., (NMLS ID:1843762) a FINCEN registered money services business, not a member of FINRA/SIPC and not FDIC insured Magnolia Pictures - See NORMAL only in theaters starting April 17. Get your tickets now at https://www.normalthemovie.com/ DraftKings - GAMBLING PROBLEM? CALL 1-800-GAMBLER or 1-800-MY-RESET, (800) 327-5050 or visit gamblinghelplinema.org (MA). Call 877-8-HOPENY/text HOPENY (467369) (NY). Please Gamble Responsibly. 888-789-7777/visit ccpg.org (CT), or visit www.mdgamblinghelp.org (MD), 1-800-981-0023 (PR). 21+ and present in most states. (18+ DC/KY/NH/PR/WY). Void in NH/OR/ONT/PR. Eligibility restrictions apply. On behalf of Boot Hill Casino (KS). Pass-thru of per wager tax may apply in IL. 1 per new DraftKings Sportsbook customer. Must register new account to receive reward Token. Must select Token BEFORE placing min. $5 bet to receive $300 in Bonus Bets if your bet wins. Min. -500 odds req. Min. deposit varies, either $5 or $10. Token and Bonus Bets are single-use and non-withdrawable. Bet must settle by and Token expires 5/3/26 at 11:59 PM ET. Bonus Bets expire in 7 days (168 hours). Stake removed from payout. Terms: sportsbook.draftkings.com/promos. Ends 4/26/26 at 11:59 PM ET. Sponsored by DK. Barstool Store - Embrace Debate — shop now at https://Walmart.com or in stores nationwide.You can find every episode of this show on Apple Podcasts, Spotify or YouTube. Prime Members can listen ad-free on Amazon Music. For more, visit barstool.link/thedogwalk

Chicago Dog Walk
Tuesday 4/7/2026 - The Fictional Battle Royale Draft (Ft. Tommy Smokes & Rudy) | Blind Draft

Chicago Dog Walk

Play Episode Listen Later Apr 7, 2026 79:41


On today's episode we are joined by Tommy Smokes and Rudy for a blind draft of something similar to the "Fight Crew" draft - except this time every round is a wild card. This is also a blind draft, as the drafters did not know the topic walking into the draft room. SUPPORT THE SHOW Chicagoland Chevy Dealers - Go to https://ChevyDrivesChicago.com to enter to win and go shop your pick at your Local Chevy Dealer today Rhoback - Use the code DOG on Rhoback.com for 20% off your first purchase through the end of this week BlueChew - When you buy two months of BlueChew Gold, you get the third for FREE with promo code DOGWALK https://bluechew.com Magnolia Pictures - See NORMAL only in theaters April 17 Kraken - Kraken's giving you $25 in Bitcoin, new users go to https://kraken.com/barstool, use code BARSTOOL25 when you sign up, deposit and trade $100 boom -- $25 in BTC. Done. Disclaimer: Securities and brokerage services offered by Kraken Securities LLC, member FINRA/SIPC. Digital asset services offered by Payward Interactive Inc., (NMLS ID:1843762) a FINCEN registered money services business, not a member of FINRA/SIPC and not FDIC insuredYou can find every episode of this show on Apple Podcasts, Spotify or YouTube. Prime Members can listen ad-free on Amazon Music. For more, visit barstool.link/thedogwalk

The Important Part: Investing with Liz Young
Why Smart Investors Are Looking Beyond Silicon Valley and China

The Important Part: Investing with Liz Young

Play Episode Listen Later Apr 1, 2026 38:39


Most investors think global diversification means adding a little Europe or a slice of Asia into their portfolios. Endeavor CEO Linda Rottenberg thinks that is missing a massive opportunity. In this episode, Linda makes the case for “elsewhere markets,” those places beyond Silicon Valley and China, where she's spent the past 3 decades backing entrepreneurs who are now generating over $90 billion in annual revenue. From Bitcoin's unlikely origin story in Patagonia, to why Turkey has been one of the best-performing markets despite persistent political tumult, to the stablecoin revolution sweeping Africa and Latin America, she offers compelling evidence that the next unicorns might emerge far from Silicon Valley.  For more, read Liz's column every Thursday at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ by SoFi⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and follow Liz on Twitter ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@LizThomasStrat⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Additional resources: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Sign up for SoFi's newsletter for intel, insights, and inspo to help you get your money right. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Investing 101 Center⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Wealth Investing Guide⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ SoFi.com/Legal⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. ©2026 Social Finance, Inc. All Rights Reserved.

The Tim Ferriss Show
#859: Q&A with Tim — The Upcoming AI Tsunami and Building Offline Advantage, Book Recommendations, Spotting Psychedelic Red Flags, Courage as a Learnable Skill, and More

The Tim Ferriss Show

Play Episode Listen Later Mar 26, 2026 83:49


Welcome back to another in-between-isode, with one of my favorite formats: the good old-fashioned Q&A.This episode is brought to you by:Our Place's Titanium Always Pan® Pro using nonstick technology that's coating-free and made without PFAS, otherwise known as “forever chemicals”: FromOurPlace.com/TimAG1 all-in-one nutritional supplement: DrinkAG1.com/TimWealthfront high-yield cash account: Wealthfront.com/Tim (New clients get 3.30% base APY from program banks + additional 0.75% boost for 3 months on your uninvested cash (max $150k balance). Terms and conditions apply. )The Cash Account offered by Wealthfront Brokerage LLC (“WFB”) member FINRA/SIPC, not a bank. The base APY as of 1/30/26 is representative, can change, and requires no minimum. Tim Ferriss, a non-client, receives compensation from WFB for advertising and holds a non-controlling equity interest in the corporate parent of WFB, which creates a conflict of interest. Individual experiences and outcomes will differ. Instant withdrawals may be limited by your receiving firm and other factors. Investment advisory services provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Securities investments: not bank deposits, not bank-guaranteed or FDIC-insured, and may lose value.TIMESTAMPS:[00:00:00] Start.[00:02:12] Why I tend to choose the dull edge over the bleeding edge of tech.[00:04:27] Leopold Aschenbrenner: The closest thing to an AI Nostradamus.[00:05:32] What humans still do better than AI.[00:07:55] The bull and bear case for Alphabet.[00:11:30] Three things for which you should never use AI.[00:16:05] Can AI be as creative as humans?[00:17:01] Rising above the AI content flood.[00:19:19] Chris Hutchins on optimizing workflow with OpenClaw and Claude Code.[00:22:02] AI under the hood at Team Ferriss[00:26:37] Making career jumps in the age of AI displacement.[00:30:20] Cultivating a respectful community of 1,000 True Fans[00:34:49] Dog training as community management.[00:36:03] My favorite color[00:36:21] Coyote's steady state and the future of Cockpunch/Varlata.[00:38:03] Essential reading from my own bookshelf.[00:40:48] Most breathtaking places I've visited.[00:41:44] Optimizing time and networking effectively at conferences.[00:47:34] Choosing what not to do when your company's growing quickly.[00:49:12] Psychedelic practitioner red flags (and why you should watch Kumaré).[00:52:35] The career I'm pursuing in an alternative universe.[00:53:29] Dog training the right way with Molly the rescue mutt and Susan Garrett.[00:55:28] Thoughts on Enneagram for matchmaking.[00:57:02] Quantum computing: Fascinating, terrifying, and probably not 30 years away anymore.[00:58:18] Maintaining friendships across ideological lines.[00:59:49] The compounding upsides to selective ignorance.[01:02:04] In-common humor: The glue that binds the most resilient relationships.[01:02:36] The inspiration behind my blog post about 20+ years of “optimizing.”[01:04:28] Simple ways to make the world shine brighter.[01:05:16] The No Book.[01:05:37] The 18th question: “What is the most generous interpretation of this?”[01:07:42] The best way I've found to experience a new city with limited time.[01:08:18] How “Ozymandias” informs the priority I place on wealth accumulation.[01:09:59] Relationships over riches.[01:11:16] What I consider the top three values for kids: Optimism, resourcefulness, physical activity.[01:13:04] Weirdness in the wilderness and succumbing to a shipwreck scam.[01:14:21] Ask your best friends when they've seen you at your best — and what superpower you're blind to.[01:17:33] Is courage internal or external? Can it be learned?[01:19:27] Parting thoughts.*For show notes and past guests on The Tim Ferriss Show, please visit tim.blog/podcast.For deals from sponsors of The Tim Ferriss Show, please visit tim.blog/podcast-sponsorsSign up for Tim's email newsletter (5-Bullet Friday) at tim.blog/friday.For transcripts of episodes, go to tim.blog/transcripts.Discover Tim's books: tim.blog/books.Follow Tim:Twitter: twitter.com/tferriss Instagram: instagram.com/timferrissYouTube: youtube.com/timferrissFacebook: facebook.com/timferriss LinkedIn: linkedin.com/in/timferrissSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Tim Ferriss Show
#855: Tim Ferriss — How to Quiet the Ruminative Mind, Avoid Traps of Self-Help, and Focus in a World of Promiscuous Overcommitment

The Tim Ferriss Show

Play Episode Listen Later Feb 24, 2026 78:21


This episode is a bit different, and I am in the hot seat. Dan Harris (@danharris) interviewed me for his show, the 10% Happier with Dan Harris podcast, and I thought it was worth sharing here. Dan is a wonderful interviewer, and we got in the zone. He is also the bestselling author of 10% Happier and Meditation for Fidgety Skeptics: A 10% Happier How-To Book.This episode is brought to you by:Cresset family office services for CEOs, founders, and entrepreneurs: CressetCapital.com/TimAG1 all-in-one nutritional supplement: DrinkAG1.com/TimWealthfront high-yield cash account: Wealthfront.com/TimNew clients get 3.30% base APY from program banks + additional 0.75% boost for 3 months on your uninvested cash (max $150k balance). Terms and conditions apply. The Cash Account offered by Wealthfront Brokerage LLC (“WFB”) member FINRA/SIPC, not a bank. The base APY as of 1/30/26 is representative, can change, and requires no minimum. Tim Ferriss, a non-client, receives compensation from WFB for advertising and holds a non-controlling equity interest in the corporate parent of WFB, which creates a conflict of interest. Individual experiences and outcomes will differ. Instant withdrawals may be limited by your receiving firm and other factors. Investment advisory services provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Securities investments: not bank deposits, not bank-guaranteed or FDIC-insured, and may lose value.*For show notes and past guests on The Tim Ferriss Show, please visit tim.blog/podcast.For deals from sponsors of The Tim Ferriss Show, please visit tim.blog/podcast-sponsorsSign up for Tim's email newsletter (5-Bullet Friday) at tim.blog/friday.For transcripts of episodes, go to tim.blog/transcripts.Discover Tim's books: tim.blog/books.Follow Tim:Twitter: twitter.com/tferriss Instagram: instagram.com/timferrissYouTube: youtube.com/timferrissFacebook: facebook.com/timferriss LinkedIn: linkedin.com/in/timferrissSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Playbook
When AI Works Without Massive Data Centers

The Playbook

Play Episode Listen Later Feb 24, 2026 20:17


In today's episode, I sit down with entrepreneur Charles Yeomans, CEO of Atombeam Technologies, to talk about a real data bottleneck hiding in plain sight. We break down why most machine generated data never makes it through the network, how Atombeam's Nerpak software moves far more information without new hardware, and why that matters for defense, mobility, storage, and edge computing. Charles explains how shrinking data changes security and situational awareness, what this means for AI operating outside massive data centers, and why crowdfunding became the right path for backing a seasoned founder building infrastructure level technology. This Reg A offering is made available through StartEngine Primary, LLC, member FINRA/SIPC. This investment is speculative, illiquid, and involves a high degree of risk, including the possible loss of your entire investment. Please review the Offering Circular and Risk Factors before investing. Link to invest: https://www.startengine.com/offering/atombeam