Podcasts about ibd

Are you doing everything "right"—training consistently, eating healthy, staying active—but still feeling weaker, slower, or struggling to recover? You are not alone. In this episode of The Coach Debbie Potts Show, I sit down with endurance coach, author, and aging athlete expert Joe Friel to discuss what really changes after 50 and what athletes need to do differently to maintain strength, muscle, metabolism, and performance as they age. Because healthy aging is not simply about exercising more. It is about creating the right signals for adaptation. In this episode, we discuss: • Why muscle loss accelerates after 50 • Why many endurance athletes accidentally train themselves into breakdown • How strength training should change as we age • The importance of recovery, sleep, and capacity building • Why maintaining muscle is critical for metabolism and longevity • How protein, fueling, and training need to evolve after 50 • Why "normal aging" may not be the goal One of my favorite takeaways from this conversation: You are not normal. And maybe you should not want to be. Going to bed early. Protecting recovery. Prioritizing sleep. Saying no to late-night activities so you can wake up feeling strong and energized. These habits may not be normal—but they may help create an extraordinary future version of yourself. If your goal is to become stronger, healthier, and more resilient as you age, this episode is for you. Learn more about coaching, metabolic testing, and The FutureYou Blueprint at: www.debbiepotts.net Please subscribe, leave a review, and share this episode with another athlete who wants to become their Future You. Educational only. Partner with a qualified practitioner—especially if you're on medications, have gallbladder disease, significant anemia, active IBD, are pregnant, or have complex conditions.

There's a line between being patient with a stock, and being stubborn. But not knowing the difference will cost you. Jim Lebenthal, chief market strategist at Cerity Partners, joins the “Investing with IBD” podcast to explain how to determine when to stay the course with a stock and when to jump. He also explores why there often aren't simple answers to investing questions around inflation, artificial intelligence and more. Learn more about your ad choices. Visit megaphone.fm/adchoices

We do not use the Low Fodmap as a primary way to help those (like us) that have Crohn's, Ulcerative colitis or Microscopic colitis - in fact it can actually hold people back from experiencing symptom relief and even remission. In this video we will unpack that further.3 Things to Consider Before Considering a Low Fodmap Approach:

Michael Smith—Managing Partner and Founder, Emerald Advisors Michael Smith shares how a client-first philosophy, niche specialization, and independence helped Emerald Advisors grow from $385mm to more than $1B in assets. In Summary What happens when an advisor builds a business around client service rather than operational efficiency? Jason Diamond speaks with Michael Smith, Founder and Managing Partner of Emerald Advisors, about the path from a successful Merrill practice to an independent RIA that has grown from approximately $385mm to more than $1B in assets. Along the way, Michael shares the story of being told he was “overservicing” clients, why that moment became a catalyst for independence, and how a highly specialized service model fueled the firm's growth. Drawing on lessons from a 24-year Navy career, Michael offers a perspective on leadership, specialization, client care, and what it takes to build a durable business in today's wealth management landscape. The Storyline Growth is often viewed as the result of marketing, referrals, acquisitions, or scale. Michael Smith sees it differently. After building a successful practice at Merrill, Michael found himself at odds with the constraints of the traditional wirehouse model. What ultimately stood out wasn't compensation, technology, or platform capabilities. It was a philosophical difference around client service. When he was told he was spending too much time helping clients navigate tax planning, equity compensation, and other financial decisions outside the traditional scope of investment management, he began to question whether the model aligned with the way he wanted to serve families. That realization eventually led him to launch Emerald Advisors in late 2019. The firm started with roughly 85 clients and approximately $385mm in assets. Today, Emerald serves more than 225 families and oversees more than $1B in assets. Throughout the conversation, Michael reflects on the lessons learned from building an independent firm, developing a niche around concentrated stock positions and executive compensation, navigating custodial and technology decisions, and creating a culture rooted in accountability and service. Underlying it all is a simple belief: when firms become highly intentional about who they serve and how they serve them, growth often becomes the outcome rather than the objective. Topics Covered Merrill breakaways and independence Client service as a growth driver Building an RIA RIA growth and scalability Organic growth strategies Concentrated stock positions and equity compensation planning Ideal client personas and niche specialization Schwab and Fidelity custody relationships Advisor succession and enterprise value Navy leadership principles in wealth management The rise of mega RIAs Advisor technology and infrastructure > Download a transcript of this episode… Listen and Learn Highlights for Advisors Why did being accused of “overservicing” clients become a turning point? (08:15)Michael explains how a conversation with management revealed a deeper misalignment between his client-service philosophy and the wirehouse model. What does client service look like beyond portfolio management? (11:30)The discussion explores how tax planning, equity compensation guidance, and proactive coordination can deepen client relationships. Why can specialization accelerate growth? (15:45)Michael shares why serving a defined niche often creates stronger referrals, greater expertise, and clearer positioning. How has the RIA landscape evolved since 2019? (20:30)Michael reflects on the rise of mega RIAs, changing technology capabilities, and why he believes independent firms still have significant advantages. What role do custodians really play in an independent business? (23:15)Michael discusses his experience working with Schwab and Fidelity and why he views custodians as strategic partners rather than competitors. Is the wirehouse model still the right fit for some advisors? (26:45)The conversation challenges the assumption that independence is the best path for everyone and explores the realities of running a business. Does reaching $1 billion in assets actually change anything? (32:45)Michael offers a practical perspective on growth, success, and why asset milestones can be misleading. What can advisors learn from the “steamboat” philosophy? (37:15)Drawing on his Navy experience, Michael shares a leadership framework that continues to shape how he approaches business building and decision-making. Key Takeaways Exceptional client service can become a meaningful competitive advantage when it extends beyond investment management. Independence gave Michael the flexibility to build a service model that aligned with his philosophy rather than adapting his philosophy to fit the platform. Developing a niche around executive compensation and concentrated stock positions helped accelerate Emerald's growth. The ability to make technology, custodial, and operational decisions quickly remains a significant advantage for independent firms. Not every advisor should be independent. Running a business requires a different set of skills and responsibilities than serving clients alone. Growth milestones are useful, but they do not define success. Michael believes success existed long before Emerald reached $1 billion in assets. High-performing teams with a clear client focus often find that growth becomes a natural byproduct of execution. https://youtu.be/RjzsMcC2DnY Quotable Moments “I literally had to go back and Google the word overservicing.” “Servicing the client is the most important thing that we can do today.” “If you serve a niche and you're very good at that niche, that word gets around.” “Growth becomes the outcome.” FAQs Can an advisor really “over-service” clients? The discussion explores the tension between efficiency and depth of service. While some business models prioritize scale and consistency, others are built around solving a broader range of client problems. The right answer often depends on the advisor's philosophy and business model. Does specialization still matter in a relationship business? Michael argues that developing expertise in a specific area can accelerate growth by making referrals easier and helping advisors become known for solving a particular set of problems. What actually changes when an advisor becomes independent? Beyond economics, independence often creates more flexibility around client service, technology, processes, and business decisions. At the same time, advisors assume responsibility for running the business itself. Is full independence the right path for every advisor? No. Michael acknowledges that many advisors benefit from the structure, support, and resources available within traditional firms. Independence offers flexibility, but it also introduces complexity and responsibility. How should advisors think about the $1 billion milestone? Michael views asset milestones as useful benchmarks but not measures of success. In his view, business quality, client outcomes, and sustainability matter more than any specific asset number. What role does an ideal client persona play in growth? Rather than trying to serve everyone, Emerald built its business around a clearly defined client profile. Michael believes that focus improves service, creates operational consistency, and supports organic growth. How can advisors balance growth with client service? One of the central themes of the episode is that growth and service are not necessarily competing objectives. In some cases, a differentiated service model becomes the reason a business grows. The discussion explores the tension between efficiency and depth of service. While some business models prioritize scale and consistency, others are built around solving a broader range of client problems. The right answer often depends on the advisor's philosophy and business model. Michael argues that developing expertise in a specific area can accelerate growth by making referrals easier and helping advisors become known for solving a particular set of problems. Beyond economics, independence often creates more flexibility around client service, technology, processes, and business decisions. At the same time, advisors assume responsibility for running the business itself. No. Michael acknowledges that many advisors benefit from the structure, support, and resources available within traditional firms. Independence offers flexibility, but it also introduces complexity and responsibility. Michael views asset milestones as useful benchmarks but not measures of success. In his view, business quality, client outcomes, and sustainability matter more than any specific asset number. Rather than trying to serve everyone, Emerald built its business around a clearly defined client profile. Michael believes that focus improves service, creates operational consistency, and supports organic growth. One of the central themes of the episode is that growth and service are not necessarily competing objectives. In some cases, a differentiated service model becomes the reason a business grows. Related Resources The Transitioning Advisor's Lament: Things I Wish I Knew Before Freedom vs. Familiarity: Is it Worth Disrupting Comfort for Something That Might Be Better? IBD vs. RIA Revisited: Two Independent Pathways for Advisors to Consider Advisor Transition Report 2026 Guest Bio Michael Smith, CPWA® is the Founder and Managing Partner of Emerald Advisors, an independent wealth management firm overseeing more than $1 billion in assets for affluent families, executives, and business owners with complex planning needs. Mike entered the wealth management industry in 2005 after a distinguished 24-year career in the United States Navy, where he served both as an enlisted sailor in the Submarine Force and later as a Limited Duty Officer aboard USS Abraham Lincoln and on major staffs around the world. He earned a Bachelor of Science in Management and an MBA with dual emphases in Finance & Accounting and International Business. Throughout his career, Mike has been known for his commitment to comprehensive planning, helping clients navigate complex issues involving concentrated stock positions, executive compensation, tax strategy, estate planning, philanthropy, and multi-generational wealth transfer. His client-first approach and passion for education have helped Emerald Advisors grow from a startup firm in 2019 to a nationally recognized RIA serving more than 225 families. Outside of the office, Mike is an avid ultrarunner, golfer, lifelong learner, and dedicated advocate for children’s health initiatives. He is a current member of the Legacy Council at Seattle Children’s Hospital and has served in leadership and board roles supporting the Juvenile Diabetes Research Foundation, the Barbara Davis Center for Diabetes, the ALS Association, and the Alyssa Burnett Adult Life Center. He is also the proud father of Kat Smith. NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. View the transcript of this episode… From “Overservicing” Clients to Building a $1B RIA: A Merrill Breakaway Story A conversation with Jason Diamond and Michael Smith, Managing Partner and Founder of Emerald Advisors.      Jason Diamond: Welcome to the latest episode of our podcast series for financial advisors. Today’s episode is From “Overservicing” Clients to Building a $1B RIA: A Merrill Breakaway Story. It’s a conversation with Michael Smith, managing partner and founder of Emerald Advisors. I’m Jason Diamond and this is the Diamond Podcast for financial advisors. Mindy Diamond: At Diamond Consultants, we help elite advisors identify the right environment for their businesses to thrive whether that’s at a wirehouse, boutique or independent firm. With nearly three decades of experience, we’ve guided thousands of advisors and represented more than a quarter of a trillion dollars in assets transitioned and, each year, one in four advisors managing a billion dollars or more who change firms are our clients. Our process is education driven and based on building relationships starting as your strategic partner well before you’re even thinking of a move. To schedule a confidential conversation, call us at (908) 879-1002. Wondering why advisors change firms and where they’re headed? Are transition deals going up or down? Those very questions and more inspired us to create our annual advisor transition report. It’s the award-winning, data-driven resource designed for advisors that connects the dots between the motivations around movement and the firm’s appetite for top talent. Arm yourself with the knowledge you need to make smart decisions. Download your copy at diamond-consultants.com/transitionreport. Jason Diamond: Growth is often viewed as the result of better marketing, stronger referrals, a larger team and even acquisition and that’s all true yet growth can be the byproduct of something else entirely. For example, Michael Smith built a successful practice at Merrill then, one day, he was told he was spending too much time with his clients, or his management put it over-servicing clients. For Michael, that wasn’t a warning sign about his approach, it was a signal that he might have outgrown the firm and the model. Today, Michael is the founder and managing partner of Emerald Advisors, the independent RIA he launched in late 2019 with roughly 385 million in assets and 85 client relationships. Less than seven years later, the firm has grown to more than a billion in assets while remaining deeply focused on a highly-specialized client base and an unusually hands-on service model. What makes this story particularly interesting isn’t just the growth, it’s the thinking behind it. Michael’s perspective was shaped long before he entered wealth management. After serving more than two decades in the Navy, he brought a leadership philosophy centered on accountability, discipline and what he calls steamboat people, those who keep moving forward regardless of conditions, that mindset continues to influence how he builds his team, serves clients and evaluates opportunities. In this episode, we discuss the decision to leave Merrill, the realities of launching a fully independent RIA, why specialization can accelerate growth, the evolving role of custodians and technology and why he believes exceptional client service remains one of the industry’s most durable competitive advantages. Because Michael’s experience suggests that growth isn’t always the result of finding more opportunities, sometimes it’s the result of creating the freedom to execute the vision you already had so let’s jump in. Michael, thank you so much for joining us today. For starters, can you walk us through your background and what brought you to the world of wealth management? Michael Smith: Jason, thank you so much for the opportunity to be here today, I do listen to the podcast a lot especially before I left Mother Merrill. But my background and how I got into financial services is really distinct because I was on the board of JDRF back in the day and the national sponsor for JDRF was UBS PaineWebber and they’re like, “Mike, why don’t you be a financial advisor?” And my master’s degree was actually a finance and accounting in portfolio management because I’ve managed my own portfolio for years and years and so, when I couldn’t get a job, I just fell into it because I couldn’t get a job and I needed a job. That was 21 years ago, Memorial Day so that’s how I got into this industry. Jason Diamond: It’s a unique background, it’s super interesting and I want to talk more about it. You mentioned Mother Merrill, we’ll certainly get there. Before we do, give us a little bit of context on the current business you operate, Emerald Advisors, any context you can share on size, number of staff, types of clients you serve would be great. Michael Smith: Sure. So, we launched Emerald in 2019, November 2019 with about 85 clients and you always talk about this on the podcast how scared it is to launch and go independent. And I would say we took over about 95% of our clients that we wanted to bring over and today we’re at about 230 clients, I think we have some onboarding right now, we have just over a billion of assets. So, we launched with the 85 clients and around 350, 385 million, now we’re over a billion. Jason Diamond: Good for you. Michael Smith: Thank you. And I launched with four employees and we’re now at 11. And I would give a shout-out to one of my key employees because, when I launched, I actually hired somebody that had no experience with us and that was really a good thing because that allowed that person to really focus on operations and back office stuff while my business partner Emily and I were able to focus on bringing on the clients and alleviating any issues that they may have or thought. Jason Diamond: So, meaning you hired somebody basically immediately upon launch to help you with the transition and with this next chapter? Michael Smith: Correct. I hired them before but they started the day we launched. Jason Diamond: Brilliant, I love it. Oh, let’s definitely talk more about that because I think that’s a great strategy for … You’re right, you said it in a joking manner now because you’re seven years past but it’s a very real fear that advisors have and I think it’s worth talking more about. I want to mention too you have, obviously, built this business and grown this business dramatically. I don’t want to make this episode about the pandemic but you moved the business at a, certainly, a unique time. Did it impact your growth at all? Did you feel like you hit a brick wall? Just curious about your thoughts. Michael Smith: No, Jason, that’s a great observation. I would venture to say that the pandemic was actually a good thing for us. Jason Diamond: Interesting. Michael Smith: And I say that because, all of a sudden, you could hit pause because everyone was relearning how to do business, how do we do client reviews, how do we communicate with clients in a environment. So, I think the pandemic allowed us to just really reset our expectations visiting with clients because I used to fly a lot because I have clients in 38 different states so this has actually been, not just good for me, but good for the industry because I think it’s reset our expectations that we don’t have to be every day with a client facing. Jason Diamond: I agree with that largely and it’s true of our business too, by the way, it’s certainly reshaped the way people expect to be communicated with. I think Zoom has become much more mainstream, phone calls and we’ve heard from many other advisors who say something similar. I was just curious because you moved so close to or if there was an impact but I get, honestly, I think you’re right, it allowed you to have this nice natural inflection point and almost like flipping a switch of a clean slate. Michael Smith: It allowed us to learn the processes too. So, we launched in November 1st, by March we were in lockdown and so it gave us the opportunity to take several months of just learning the processes of how to be an RIA, it was pretty good. Jason Diamond: Absolutely. So, one of the things you mentioned in that was the way in which you serve clients and I’d read something funny and I think it was around the time of your move. You were talking about that, Merrill, you had a manager who spoke about that you would overserve your clients, you serve clients too much, tell me about that. Michael Smith: That was such an interesting topic because I got called down to the ops officer’s office and they’re like, “Ugh, Mike.” And it brought my admin down with me and they’re like, “Mike, these reports that you’re taking care of your clients too much,” and I’m like, “What do you mean?” “Well, you’re overservicing them.” Jason, I literally had to go back and Google the word overservicing because I was like, “How do you overservice the client? I’m not making their bed.” It was just so funny to me that I got counsel for overservicing clients when we’re in a client-facing job and I think that was part of the catalyst. Jason Diamond: Tell me more about what they meant, you think. Michael Smith: Hindsight, I think they … I like to take care of people which means I’m very intuitive towards taxes, I understand how the tax code works, I understand how everything impacts their bottom line. So, when we’re doing deferred comp enrollments or 401(k) enrollments or I’m a big believer in Roth 401(k)s and backdoor Roths and I’ve been doing them for years, I think what Mother Merrill wanted at that time was us not to do that. And, again, nothing against Merrill, I get it but this is how they wanted us to act and I wasn’t in that mold, I was taking care of clients to a much deeper depth is how I would say it. Jason Diamond: And I think that speaks to you outgrew the model not necessarily the firm. I think Merrill does a lot of things really well, you would agree with that, I think given that you built 85 clients and 350 million in assets is nothing to sneeze at. But the model that it seems like you value client service and an integrated client service experience of that and the wirehouse model oftentimes doesn’t put a premium on that. Tell me about your ethos or your thoughts around client service today and what being independent enables you to do. Michael Smith: So, that’s an interesting observation because one of my clients actually just mentioned to me that the reason we’re growing so much is because of our service model and the fact that we deliver a tremendous amount of value over just portfolio management. I said my managers is in portfolio management, I don’t do that any longer, I have a staff that handles that for me but it’s really the servicing of the clients because they don’t know what we know and I think servicing the client is the most important thing that we can do today. Jason Diamond: Give me some examples of what you mean by servicing the client in a more holistic way. I agree with you, by the way, portfolio management, table stakes, financial planning, table stakes, tell me more about what you mean. Michael Smith: By that I mean we do a quarterly review on tax. So, a lot of people don’t understand how taxes work and how estimated taxes work. So, estimated taxes are January 1st to March 31st, January 1st to May 31st, January 1st to August 31st, that’s how you do your estimated tax payments, you figure out what that is. And for compensated employees where they have RSUs that come in at different times of the year or different grants or exercise their options at a different time, that can affect their estimated tax liability and I’m not big on giving Uncle Sam any more money than they have to have until they need it. And then everyone doesn’t understand how the penalties and interest works on the IRS. And I’m big on the tax payments because that’s where we can add a lot of value for not a lot of time and we integrate it with our portfolio so we know what we’re doing with our gains. And I happen to reside in Washington State which has a long-term capital gains tax rate once you surpass about 270,000 of long-term capital gains. So, it’s super important for us to be aware of this and that’s how we service them. We also help them with their rebalancing of their 401(k)s, things that wirehouses cannot supposed to do, we are not supposed to be helping them with some of their aspects of life. Jason Diamond: Yup. That’s what I was alluding to earlier, it’s limitations on the model, not because they’re bad models, it’s just a different way, a different ethos around client service. You mentioned RSUs and corporate employees, I know that’s a niche you have is around concentrated stock positions and equity comp plans. I guess let me ask you two different questions around this. First of all, why that niche? Interested. And then, second of all, do you think a team needs to have a specialization to be competitive these days or do you think it’s okay just to be like, “My job is to be the best advisor and I want to service assets wherever those assets may come from?” Michael Smith: Another great observation. I’m going to address the niche first and foremost. I think, and I talked to R.J. Shook’s staff just recently, and having a niche gives you a specialization and it also accelerates your growth factor. If you serve a niche and you’re very good at that niche, then that word gets around. If you’re a jack of all trades, you can do lots of things but I don’t think you’re focused and you’re not hitting the right numbers that I like to see. And I think that would be my theme is the niche allows you to focus on a very specific type of ideal client, that’s a Schwab thing where you have an ideal client persona and our firm has an ideal client persona. As far as having the equity comp, I absolutely was one of the teams at Merrill Lynch that was equity compensation designated, I managed a couple of plans. My exposure to that, Jason, I haven’t thought about this in a very long time, came from UBS where I had team members that were colleagues that were associated with the Nextel Sprint plan. And I always thought that you’re taking care of the top executives but, really, my background being in the military was how do we take care of the troops, the troops, I call them sailors, and how do we educate those sailors. And one of the things I’ve always said in my entire career in the military and I still say to this day is 50% of every bonus or a promotion or something like that should go to long-term savings. So, I use that same mentality with RSUs, with stock options, with bonuses. Set that aside, let that grow because you’re not used to spending it and you will learn to spend what you make. Jason Diamond: I think that’s a great reason, it’s super smart and I love your explanation, it was a very simplistic way. Honestly, even I hadn’t thought about that around your niche, I think, becomes almost like a force multiplier for your own growth because it’s much easier to become the guy in X, Y, Z vertical than to be the guy in every financial advisor of America, across America. Let me ask you a follow-up question, you mentioned the ideal client persona. I spend a lot of time at our firm thinking about this as well, what does your ideal client persona look like. How do you think about an opportunity though that differs from that persona? So, it’s great. Obviously, everybody, it’s easy, you get somebody who’s your perfect prospect, they walk in the front door, sign me up. But when you get something that’s not down the fairway for you, is it just I evaluate it on a one-off basis or are you super disciplined to that approach because it’s who your firm is? Michael Smith: I truly haven’t given that a whole lot of thought but I will tell you how I would handle that because I am handling it with some one-offs. I like the opportunity because you’re stretching your brain in that you’re thinking about how somebody else is reacting so you’d never know. So, I like it from a learning perspective but I also know it comes with a lot of other baggage, I’ll call it baggage, because, all of a sudden, they want to short the market, they want to go long-short strategies. So, all of a sudden, they’re not in our niche and, all of a sudden, they’re taking a lot of time, they’re draining our time so I think you got to be very careful about what you wish for. And there’s a lot of great advisors out there that will walk circles around these topics that I’m like, “Okay, I would rather refer somebody so they get the right experience than give them the wrong experience.” Jason Diamond: I absolutely love that answer. The bow you just put on it, I think, is the appropriate way in my mind to put a bow. At the end of the day, wouldn’t you rather service somebody more optimally even if you don’t believe it’s yourself, I agree with that. I want to ask you one more point on the client service piece. I was playing around on your website and, on your service model, you have health as a component of the client experience of your diagram. Why do you think health matters in a financial context? Michael Smith: I always believed in a healthy mind and a healthy body will bring so much joy to you and I think health is just part of your persona. If you don’t take care of yourself and your body and your mind, then it doesn’t matter what I do, I think you got to start with health. So, I’m very big on the executive physicals, I routinely require all of our staff to have an annual physical. And, again, they’re young people but you got to have these annual … I live and breathe going to see a doctor every year to do my annual physical, not because I think I’m pretty good health, I still run, I do a lot of things but I think your life starts with being healthy. Jason Diamond: Yeah, it’s refreshing to hear that, no doubt. It’s funny to think about but 2019 is a long time ago now and, in RIA world, I almost think of it like dog years. You’ve been around the block now for a little while so I’m curious how have you seen this space change since you launched in 2019? Michael Smith: In 2019, I didn’t know what I was doing, I could barely get out a wet paper bag but I do think it’s changed dramatically. I would say the biggest thing I’ve seen in just the six and a half, almost seven years is the rise of the mega RIAs and how they’re going to shape the industry. Everyone talked about fee compression at Merrill Lynch. When I was at Merrill, we talked about fee compression, then they talked about robo-advisors and now they’re talking about artificial intelligence replacing advisors, I don’t believe that and I don’t think that’s going to happen in the RIA space. What I see the RIA space maturing is into these very big mega firms as well as these independent RIAs like myself that serve a very niche market where we can walk in our lane. The ability to transact today is so much easier as an RIA than it was at a wirehouse as well because we have instant access to technology. My military background, my Navy background says make a decision right, wrong or different, if you don’t like it afterwards or you get new data, course change. So, in our industry, we can change on a notice. I hired a tech firm last year, I didn’t like the experience nine months into it, guess what, they’re not coming back. So, I can do that but you can’t do that at the bigger firms and even the bigger mega firms would have a hard time navigating a change just like that on a dime. Jason Diamond: You bring up an interesting point. To the extent you face competition, do you find yourself competing more against traditional wirehouse type firms or RIAs like yourself, mega caps RIAs? Are your clients attuned to any of this? Michael Smith: That’s an observation I haven’t thought of either there, Jason. I would say I don’t feel that I have a … I know there’s competition out there but we have a growth issue more than we have anything else so I don’t … I can’t take on the clients that want to become my clients so I’m not competing with people too much. Jason Diamond: A capacity issue, you mean? Michael Smith: Yeah, I have a capacity issue. Jason Diamond: I think you’re not alone in that. How can I even think about competition and the like when … A lot of advisors would probably say that. I want to talk more about the capacity situation but, before I do, let’s talk a little more about the RIA setup. Who do you custody with, remind us, and why or how did you arrive at that decision? Michael Smith: Yeah. So, when I launched, I went with Schwab, Schwab is a phenomenal partner, they helped me get a lot of stuff done, I couldn’t have done it without Schwab. During the pandemic, I realized that I should probably … So, remember, during the pandemic, we had a lot of issues with the banking industry, it was almost like a financial crisis but in a very compressed time. So, during the COVID, I decided to add Fidelity as another custodian so now I have two custodians and I opened accounts on both sides of the house but I like the custodians that are there to help you, they’re very good at what they do. I don’t even consider them a competitor and they aren’t competitors, they have their own branch so I don’t consider them competitors, I think they’re my partners and both Charles Schwab and Fidelity are good partners. Jason Diamond: Yeah, I think that’s the healthy way to look at the custody relationship. That’s a very common approach, I think, is launching with one custodian and then adding a secondary custodian or a tertiary custodian down the line for one reason or another so I appreciate you sharing that because we get those types of nuts and bolts questions a lot so I figured I’d ask you. One last question on the setup and then we’ll shift gears. Has anything been a negative? So, you talked about leaving Mother Merrill behind and, Mother Merrill, we use it facetiously but obviously it implies a degree of comfort and the homeland so I’m curious if you miss anything. Michael Smith: I miss the camaraderie of being with a bunch of other folks. I mentioned this when I first launched, I mentioned it year over year with my team, the one thing that we miss as an RIA and, again, Dynasty has their benefits as well and the mega RIAs have their benefits but, if you’re a true independent like myself, we get to go to conferences that we want to and that’s a timing issue, really, a time constraint. But one thing Merrill and Morgan, JPMorgan, and the other big wirehouses have as well as the megas, they have the ability to put conferences together for their advisors or their administrators and have this education. That’s the one thing that, I think, would evolve in the RIA industry in the future as well. They’re not my competitors, they’re my business colleagues. And if we think of them as competitors, and a lot of people do because I don’t want to share my client information or what I do with my competitor because they may steal them, if you’re that insecure, then you’re probably not the right advisor in the first place. Jason Diamond: I don’t disagree with that. It’s interesting too, I hear two common answers to that question, not about Merrill but just about somebody who’s broken away, what do you miss about the captive firm world. Either on this podcast or just in conversations with advisors, brand comes up a lot and then the point you just raised. I’ll even hear like, “Hey, forget the conferences and the trainings, just being able to have an office where I’ve got eight other advisors on a row for me, it’s a little bit of a different setup than in the independent space,” and I think that’s just a reality of you take the good with the bad. And for other advisors, by the way, one of the things I want to ask you about to this point is do you believe that there are advisors that are just better served in the W2 traditional firm world or do you think that every advisor should be looking at the RIA space? Michael Smith: I think that wirehouse serves a great purpose and- Jason Diamond: Okay, me too. Michael Smith: … there’s a lot of great people that are great advisors in that wirehouse, they need the structure. What I hadn’t alluded to is, and I mentioned this to a former manager from Merrill Lynch of mine just recently, actually, I was like, “I don’t think advisors realize what it takes to run a business.” I’m not trying to sugarcoat it, running an RIA is hard work, it takes a lot of your time day in and day out to run a business as well as taking care of and servicing your clients so I do think the wirehouse venue is the right way to go. And, Jason, I want to go back to one other thing about your identity. I launched as the Smith Group because that’s what I was known at Merrill Lynch. Within three or four months, I changed that name to a firm because I did not want to be associated with it. So, when you’re at one of the wirehouses, you’re known as your team name or something of that sort, I didn’t want to be known as that, I wanted to be known as Emerald Advisors not the Smith Group because, all of a sudden, you have a single point of failure. So, brand identity, it’s not so unique inside the wirehouse because it’s a team name versus Merrill or Morgan Stanley or something like that. Jason Diamond: It’s a good segue because I’ll tell you where my mind goes when you bring that up. My mind goes is you’re smart in a way that you might not even realize or maybe you do realize which is that, if and when it ever comes time to sell this business, it is probably more valuable without your name attached to it or maybe not. But in some way, shape or form, as an RIA, you have an obligation to be thinking about that or it’s probably on your radar, maybe not an obligation. Have you given an ounce of thought to M&A either acquiring businesses, growing in that way or, ultimately, when you succeed out of this business and what the RIA space enables you to do? Michael Smith: To answer that question, yes. Everyone’s thinking about merger and acquisition, I think about succession planning from day one. I actually thought about I’m a big team person, I come from the submarine force where everyone is a key player on a submarine, every single person has a job and responsibility on a nuclear submarine. So, inside the financial services industry, I know Merrill Lynch was very big on teaming, I understand Morgan Stanley is as well because teaming gives them a breadth of responsibility where the responsibilities are shared. So, mergers and acquisitions or selling my business, I think, if you’re not thinking about that … And I’m not thinking about selling my business because that’s a distraction to me. If I needed the money, then I would’ve went to a wirehouse and that’s okay, you monetize your life’s work. Today, I’m all about what’s right for the client, what’s right for my team and what’s right for where I want to be in the next 10 to 20 years. So, I am growing, I do want to grow, I’m looking at opening offices in probably three locations in the next 24 months or so. Jason Diamond: Well, that’s what I was going to say, plenty of advisors I think would say the same, I have a lot of runway. But what about the other side of this equation which is you’ve had tremendous organic growth, you’ve tripled your client base, you’ve more than tripled the asset base, have you thought about acquisition as a mean to jet fuel the inorganic growth side of things? Michael Smith: I have but not in the typical sense that you’re looking at as buying a book of business. I want to partner with like-minded advisors that share that common thread of taking care of clients where you can serve as their trusted counsel and sit in the meetings with their attorneys and sit in the meetings with the accountants and give them sage counsel that you can only do because you’ve been with the family for 20 years. You know this family and that, not always, but I think that’s missed a lot in other firms. Jason Diamond: Yeah, I think that’s fair. I just thought of something else that you brought up. You brought Dynasty so I’m going to ask … I’m going to pull on this thread. That implies to me that you’re at least loosely aware of the supportive independence models that are out there yet you chose a very independent, autonomous path, why? Michael Smith: Because I didn’t know what I was doing. Jason Diamond: Fair. Michael Smith: Let’s be honest, I like Dynasty, I talked with Dynasty when I left. I talked to them all, I talked to Rockefeller, I talked to Morgan, I talked to Dynasty and then, when push came to shove, I wanted to be Mike Smith and launch my own firm and learn. And I will tell you, you learn drinking through a fire hose and we did that, we learned, I know the mistakes. What I didn’t want to do is just go to someplace where this is the stuff you’re going to have to use. So, I think Dynasty is a great launching platform, I think there’s other ones out there that are similar to Dynasty or the Rockefellers or the Morgans, it’s truly what you’re trying to achieve in life. What do you want for you and your clients and I always put my clients before me because I’ve always had this lifelong thing of, you do the right thing, you’re going to get taken care of. Jason Diamond: Yeah. And that’s a very common analysis, by the way, and it’s very common too for big advisors like yourself to say I did my homework across all of those different categories. I looked at the traditional wirehouses and regional firms and boutique firms, I looked at the independent broker dealers, I looked at the support platforms and the aggregators and the roll-ups and here’s ultimately what I landed on and why. Did you always know that though or was that something that it took you a diligence process to figure out? There was plenty of advisors, by the way, who come to us and they’re like, “I knew for the last five years that I was sitting there I was launching an RIA someday.” Michael Smith: Yeah. I did not know that and, to be honest with you, hindsight, I think one of those partners probably could have made me a little bit better at first because then I could have focused on clients versus focusing on, hey, how to open a business, who’s your technology … We talked about custodians and some other things but we didn’t talk about technology, how do you go find that technology. Where’s your email address come from? Who’s your chief compliance officer? When it resides on you, you got to look in the mirror. So, I think those parties out there that provide that for brand-new advisors launching could be very beneficial. I had in my mind what I needed to do and I knew I’m very frugal so mine boiled down to how much money I wanted to spend, to be honest with you. Jason Diamond: I think it is a cost benefit analysis, it is. It’s absolutely … Because if you list the functions of a support platform on paper and you showed it to somebody who didn’t know the industry, they would say, “Why on earth wouldn’t you do this? They’re taking off your plate compliance and tech and custody and the like,” and the answer is because there’s a cost associated with it and plenty of advisors decide what you decide, I wanted … Or I just wanted a greater degree of autonomy and freedom, to your point, the name on the door piece, I wanted this to be mine. Michael Smith: And, Jason, I think it also goes to the uncertainty. I had never done anything since Navy, financial advising and then launching. So, for me, I was launching with four employees I had to take care of and here I was going to hire a third party that I was going to have to spend X amount on and I didn’t even know what my income was going to be. That’s different if you’re a multi-billion dollar FA coming out of a wirehouse, the monetary dynamics are different. Jason Diamond: Agreed. Okay, here’s a good one for you. We get this concept from advisors, from firms, from private equity that a billion dollars in assets is like this magic number in our industry. Do you feel like anything’s changed now that you’re at a billion and what’s the next chapter for Emerald Advisors? Is it just continuing on this steady trajectory and serving clients and trust that everything else comes with that? Michael Smith: I go back and forth on a billion, everyone thinks that’s the right number, the biggest number that you need but I think it’s just an arbitrary numbers because it didn’t define who I was. And a lot of people define success at a billion, they define success that you’re a successful firm at a billion. I think I was a successful firm at 300 million, I was a successful financial advisor with 20 clients in 2005. I would say a billion is a multiplier, what I would tell new advisors out there today is gather assets. The more assets you have, the more revenue you generate. The more revenue you generate, the more money you can put in your pocket which means the longer you can stay in the industry. The problem with the industry is an attrition problem, not anything else. So, assets just give us the ability to have revenue which gives us the ability to grow. Jason Diamond: And is that the plan? Keep adding assets, keep growing one client at a time with the focus though, obviously, on what makes you which is a very client-centric service model. Michael Smith: Correct. There’s a lot of things I want to do in the next couple of years and expanding our footprint is our biggest one with the right partners and then just keep adding. I have a business development officer that I’m probably offer a job to here pretty soon and things are going well. Jason Diamond: Yeah, that’s great. You mentioned the tech stack and the other components of the business and I hear you on the frugal cost-benefit analysis. But who did you turn to for some of those early decisions, was it Schwab primarily who helped hold your hand through that? Michael Smith: Schwab was very good at helping me identify the tech stack at first and the tech stack is actually the one consistent, there’s a lot of things I’ve been consistent on but tech is one that I’ve stayed with them. I launched with RightSize, now they’re Advisory, they’re very good, they do the right job for us and I’m big on cybersecurity. So, tech was helpful from Schwab, Schwab helped us with that. Jason Diamond: So, we spoke a little bit about your naval experience but, I’m curious, can you tell us how has your naval experience shaped your perception or your experience in wealth management? Michael Smith: My Navy path was a lot different than many officers. I served 12 years as an enlisted person before I got my direct commission as a Mustang officer, typically called limited duty officers or loud, dumb and obnoxious as I like to say. But that experience gave me a unique perspective because I was able to be the enlisted side and officer which are the workers and then the management side so I had both experiences which was unique. When I was commissioned, Admiral Jerry Ellis, a submarine admiral that commissioned me, heard this lesson to the podium, he was just talking about me in this point but he said, “There are three kinds of people in every organization. You have rowboat people who need to be pushed, you have sailboat people who move whenever the conditions are favorable and then there’s steamboat people, they move continuously through calm or storm.” And he said, “This is Ensign Michael Smith,” he said, “Make your course.” And that’s always stood with me because you do have those three types of people in life. You got people that are just … They’re robo people, they go until they get tired. You got sailboat people that go wherever the wind blows them and then you got steamboat people that chart their own course. I would say for advisors out there make your course or just be happy with what you’re doing. But for some of us hard chargers, I think that analogy has stayed with me my entire career. Jason Diamond: It’s fantastic. I love the analogy, great naval tie in also. Thanks for sharing that. We got time for one more question. You have a fascinating background, a fascinating path to the industry, obviously, an incredibly disciplined approach around client service, any parting thoughts, words of wisdom especially as it relates to growth? That’s what strikes me most about your story is the growth that your move unlocked and that’s what every advisor who listens to our show is looking for. Michael Smith: I’m going to give another plug to Schwab on this. We actually were fortunate and I got their consulting group to come in right afterwards and I’m a big believer in having offsite. So, I’ve had an offsite, two offsites a year for my team and it’s the entire team unlike the wirehouses where you don’t take your admins and stuff like that. I take my entire team to an offsite and we group up on what we’re trying to achieve and have goals and objectives for the year. Schwab allowed us to use their consultants and we came up with our ideal client persona. Teams or firms that have this model become high performing. When you become high performing, growth becomes the outcome. I couldn’t do anything but grow. Jason, I couldn’t not grow because I had this ideal client persona, I knew how I was going to do it, it was measurable. So, growth becomes the outcome and, if you hold people responsible, then we’re all going to grow together and it’s a fun outcome. Jason Diamond: Fantastic, it’s a great place to end. Thank you so much for sharing your expertise with us, I can’t wait to see what the next chapter holds for Emerald, this has been a lot of fun. Michael Smith: Jason, thank you so much. I appreciate everything you do for the industry as well. Mindy Diamond: As a financial advisor, you hold yourself to the highest standards of integrity, honesty and credibility. You are successful because you take your professional responsibility seriously and are dedicated to your clients. But are you living your best business life? Are your goals aligned with your firms or could a better option exist? Should I Stay or Should I Go? Is a book written with you in mind? It’s a self-guided journey that walks you through the key steps that we take with our advisor clients. This strategic thought process and roadmap to professional self-discovery is designed to help you ask the right questions and think critically and objectively whether you’re considering change or not. Learn how to get your copy at diamond-consultants.com/thebook. From “Overservicing” Clients to Building a $1B RIA: A Merrill Breakaway Story A conversation with Jason Diamond and Michael Smith, Managing Partner and Founder of Emerald Advisors.      Jason Diamond: Welcome to the latest episode of our podcast series for financial advisors. Today’s episode is From “Overservicing” Clients to Building a $1B RIA: A Merrill Breakaway Story. It’s a conversation with Michael Smith, managing partner and founder of Emerald Advisors. I’m Jason Diamond and this is the Diamond Podcast for financial advisors. Mindy Diamond: At Diamond Consultants, we help elite advisors identify the right environment for their businesses to thrive whether that’s at a wirehouse, boutique or independent firm. With nearly three decades of experience, we’ve guided thousands of advisors and represented more than a quarter of a trillion dollars in assets transitioned and, each year, one in four advisors managing a billion dollars or more who change firms are our clients. Our process is education driven and based on building relationships starting as your strategic partner well before you’re even thinking of a move. To schedule a confidential conversation, call us at (908) 879-1002. Wondering why advisors change firms and where they’re headed? Are transition deals going up or down? Those very questions and more inspired us to create our annual advisor transition report. It’s the award-winning, data-driven resource designed for advisors that connects the dots between the motivations around movement and the firm’s appetite for top talent. Arm yourself with the knowledge you need to make smart decisions. Download your copy at diamond-consultants.com/transitionreport. Jason Diamond: Growth is often viewed as the result of better marketing, stronger referrals, a larger team and even acquisition and that’s all true yet growth can be the byproduct of something else entirely. For example, Michael Smith built a successful practice at Merrill then, one day, he was told he was spending too much time with his clients, or his management put it over-servicing clients. For Michael, that wasn’t a warning sign about his approach, it was a signal that he might have outgrown the firm and the model. Today, Michael is the founder and managing partner of Emerald Advisors, the independent RIA he launched in late 2019 with roughly 385 million in assets and 85 client relationships. Less than seven years later, the firm has grown to more than a billion in assets while remaining deeply focused on a highly-specialized client base and an unusually hands-on service model. What makes this story particularly interesting isn’t just the growth, it’s the thinking behind it. Michael’s perspective was shaped long before he entered wealth management. After serving more than two decades in the Navy, he brought a leadership philosophy centered on accountability, discipline and what he calls steamboat people, those who keep moving forward regardless of conditions, that mindset continues to influence how he builds his team, serves clients and evaluates opportunities. In this episode, we discuss the decision to leave Merrill, the realities of launching a fully independent RIA, why specialization can accelerate growth, the evolving role of custodians and technology and why he believes exceptional client service remains one of the industry’s most durable competitive advantages. Because Michael’s experience suggests that growth isn’t always the result of finding more opportunities, sometimes it’s the result of creating the freedom to execute the vision you already had so let’s jump in. Michael, thank you so much for joining us today. For starters, can you walk us through your background and what brought you to the world of wealth management? Michael Smith: Jason, thank you so much for the opportunity to be here today, I do listen to the podcast a lot especially before I left Mother Merrill. But my background and how I got into financial services is really distinct because I was on the board of JDRF back in the day and the national sponsor for JDRF was UBS PaineWebber and they’re like, “Mike, why don’t you be a financial advisor?” And my master’s degree was actually a finance and accounting in portfolio management because I’ve managed my own portfolio for years and years and so, when I couldn’t get a job, I just fell into it because I couldn’t get a job and I needed a job. That was 21 years ago, Memorial Day so that’s how I got into this industry. Jason Diamond: It’s a unique background, it’s super interesting and I want to talk more about it. You mentioned Mother Merrill, we’ll certainly get there. Before we do, give us a little bit of context on the current business you operate, Emerald Advisors, any context you can share on size, number of staff, types of clients you serve would be great. Michael Smith: Sure. So, we launched Emerald in 2019, November 2019 with about 85 clients and you always talk about this on the podcast how scared it is to launch and go independent. And I would say we took over about 95% of our clients that we wanted to bring over and today we’re at about 230 clients, I think we have some onboarding right now, we have just over a billion of assets. So, we launched with the 85 clients and around 350, 385 million, now we’re over a billion. Jason Diamond: Good for you. Michael Smith: Thank you. And I launched with four employees and we’re now at 11. And I would give a shout-out to one of my key employees because, when I launched, I actually hired somebody that had no experience with us and that was really a good thing because that allowed that person to really focus on operations and back office stuff while my business partner Emily and I were able to focus on bringing on the clients and alleviating any issues that they may have or thought. Jason Diamond: So, meaning you hired somebody basically immediately upon launch to help you with the transition and with this next chapter? Michael Smith: Correct. I hired them before but they started the day we launched. Jason Diamond: Brilliant, I love it. Oh, let’s definitely talk more about that because I think that’s a great strategy for … You’re right, you said it in a joking manner now because you’re seven years past but it’s a very real fear that advisors have and I think it’s worth talking more about. I want to mention too you have, obviously, built this business and grown this business dramatically. I don’t want to make this episode about the pandemic but you moved the business at a, certainly, a unique time. Did it impact your growth at all? Did you feel like you hit a brick wall? Just curious about your thoughts. Michael Smith: No, Jason, that’s a great observation. I would venture to say that the pandemic was actually a good thing for us. Jason Diamond: Interesting. Michael Smith: And I say that because, all of a sudden, you could hit pause because everyone was relearning how to do business, how do we do client reviews, how do we communicate with clients in a environment. So, I think the pandemic allowed us to just really reset our expectations visiting with clients because I used to fly a lot because I have clients in 38 different states so this has actually been, not just good for me, but good for the industry because I think it’s reset our expectations that we don’t have to be every day with a client facing. Jason Diamond: I agree with that largely and it’s true of our business too, by the way, it’s certainly reshaped the way people expect to be communicated with. I think Zoom has become much more mainstream, phone calls and we’ve heard from many other advisors who say something similar. I was just curious because you moved so close to or if there was an impact but I get, honestly, I think you’re right, it allowed you to have this nice natural inflection point and almost like flipping a switch of a clean slate. Michael Smith: It allowed us to learn the processes too. So, we launched in November 1st, by March we were in lockdown and so it gave us the opportunity to take several months of just learning the processes of how to be an RIA, it was pretty good. Jason Diamond: Absolutely. So, one of the things you mentioned in that was the way in which you serve clients and I’d read something funny and I think it was around the time of your move. You were talking about that, Merrill, you had a manager who spoke about that you would overserve your clients, you serve clients too much, tell me about that. Michael Smith: That was such an interesting topic because I got called down to the ops officer’s office and they’re like, “Ugh, Mike.” And it brought my admin down with me and they’re like, “Mike, these reports that you’re taking care of your clients too much,” and I’m like, “What do you mean?” “Well, you’re overservicing them.” Jason, I literally had to go back and Google the word overservicing because I was like, “How do you overservice the client? I’m not making their bed.” It was just so funny to me that I got counsel for overservicing clients when we’re in a client-facing job and I think that was part of the catalyst. Jason Diamond: Tell me more about what they meant, you think. Michael Smith: Hindsight, I think they … I like to take care of people which means I’m very intuitive towards taxes, I understand how the tax code works, I understand how everything impacts their bottom line. So, when we’re doing deferred comp enrollments or 401(k) enrollments or I’m a big believer in Roth 401(k)s and backdoor Roths and I’ve been doing them for years, I think what Mother Merrill wanted at that time was us not to do that. And, again, nothing against Merrill, I get it but this is how they wanted us to act and I wasn’t in that mold, I was taking care of clients to a much deeper depth is how I would say it. Jason Diamond: And I think that speaks to you outgrew the model not necessarily the firm. I think Merrill does a lot of things really well, you would agree with that, I think given that you built 85 clients and 350 million in assets is nothing to sneeze at. But the model that it seems like you value client service and an integrated client service experience of that and the wirehouse model oftentimes doesn’t put a premium on that. Tell me about your ethos or your thoughts around client service today and what being independent enables you to do. Michael Smith: So, that’s an interesting observation because one of my clients actually just mentioned to me that the reason we’re growing so much is because of our service model and the fact that we deliver a tremendous amount of value over just portfolio management. I said my managers is in portfolio management, I don’t do that any longer, I have a staff that handles that for me but it’s really the servicing of the clients because they don’t know what we know and I think servicing the client is the most important thing that we can do today. Jason Diamond: Give me some examples of what you mean by servicing the client in a more holistic way. I agree with you, by the way, portfolio management, table stakes, financial planning, table stakes, tell me more about what you mean. Michael Smith: By that I mean we do a quarterly review on tax. So, a lot of people don’t understand how taxes work and how estimated taxes work. So, estimated taxes are January 1st to March 31st, January 1st to May 31st, January 1st to August 31st, that’s how you do your estimated tax payments, you figure out what that is. And for compensated employees where they have RSUs that come in at different times of the year or different grants or exercise their options at a different time, that can affect their estimated tax liability and I’m not big on giving Uncle Sam any more money than they have to have until they need it. And then everyone doesn’t understand how the penalties and interest works on the IRS. And I’m big on the tax payments because that’s where we can add a lot of value for not a lot of time and we integrate it with our portfolio so we know what we’re doing with our gains. And I happen to reside in Washington State which has a long-term capital gains tax rate once you surpass about 270,000 of long-term capital gains. So, it’s super important for us to be aware of this and that’s how we service them. We also help them with their rebalancing of their 401(k)s, things that wirehouses cannot supposed to do, we are not supposed to be helping them with some of their aspects of life. Jason Diamond: Yup. That’s what I was alluding to earlier, it’s limitations on the model, not because they’re bad models, it’s just a different way, a different ethos around client service. You mentioned RSUs and corporate employees, I know that’s a niche you have is around concentrated stock positions and equity comp plans. I guess let me ask you two different questions around this. First of all, why that niche? Interested. And then, second of all, do you think

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Inflammatory bowel disease (IBD) is a debilitating, lifelong condition that changes how people plan their entire lives. In this episode, KT Park, Global Head of Gastroenterology and Hepatology, and Seppi Lin, Head of OMNI Early Clinical Development, explore the complex biology behind IBD. They discuss the role of genetics, the gut microbiome, and an individual's environment, as well as the exciting future of "immune reset" therapies that could offer hope for people with IBD. Read the full text transcript at www.gene.com/stories/the-abcs-of-ibd

Preparation, meet opportunity. Jim Roppel of the Roppel Report returns to the “Investing with IBD” podcast to discuss not just his bullish thesis on AI, but the pitfalls that await investors and the hard work needed to translate favorable trends into a profitable outcome. Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us Fan MailFive years post J-pouch surgery sounds like a finish line, but our bodies do not read the brochure. We're together in person for a live catch-up with our favorite recurring guest and IBD Registered Dietitian, Stacey Collins, and we get real about what changes with time and what still blindsides you when you live with a J-Pouch after IBD.We talk through the wins that matter most day to day: more capacity, less urgency, and the quiet joy of doing normal things without panic, like waiting in line, taking long road trips, hiking, skiing, and traveling. Then we dig into the stuff patients whisper about but rarely get warned about, especially gas pain. We break down what it feels like, why it can block emptying, what actually helps (yes, including “toilet yoga”), and why travel, altitude, fasting, dehydration, carbonation, and food additives can make symptoms spike.We also cover the scary gray zones: when symptoms feel like a Crohn's flare but turn out to be SIBO, why antibiotics may be part of J-pouch life, and how to rebuild the gut microbiome afterward with food you can tolerate. Finally, we get blunt about the “surgery is curative” myth, the need for ongoing monitoring (iron deficiency anemia, B12, folate, fatigue), and what better post-op care should look like, including pelvic floor physical therapy and honest expectations at 3, 6, and 12 months.If you found this helpful, subscribe, share it with someone who needs it, and leave a review. What's one thing you wish your care team had told you before surgery?Links: Stacey's website- sign up for her waiting list, find resourcesStacey's additives guideStacey's oral rehydration guideInfo about SIBO- Mayo ClinicInfo about the ENIGMA Study- National Institutes of Health Info about the ENGIBMA Study from Stacey's websiteLet's get social!!Follow us on Instagram!Follow us on Facebook!Follow us on Twitter!

Told donor eggs after failed IVF? There is a category of testing that your fertility clinic does not run. We rarely run a stool test and find nothing. The IVF cycle did not work. Maybe it was poor response. Maybe it was canceled before retrieval. Maybe you got embryos and they arrested. Maybe the transfer failed. Your clinic looked at your numbers and told you donor eggs. In this episode, Sarah Clark walks through the gut pattern the Fab Fertile team sees in women who come to us after failed IVF with a donor egg recommendation, and why this pattern changes the picture before the next decision. What this episode covers: H. pylori. One of the most common findings in the women who come to us after failed IVF. It impairs absorption of iron, vitamin B12, and zinc, the nutrients that affect egg quality, thyroid function, and hormone production. It is passed back and forth between partners through saliva. If you have it, there is a strong chance your partner has it too. Parasites, giardia, blastocystis. Common findings. Rarely tested at the fertility clinic. Bacterial overgrowth, including streptococcus. Fungal overgrowth and dysbiosis. The reason chasing an anti-candida diet without testing moves you in circles. Elevated calprotectin. A signal of gut inflammation, often present in women with IBD, Crohn's, colitis, and women with no formal diagnosis. Elevated zonulin. A marker of intestinal permeability. The pattern we see after rounds of antibiotics, sinus infections, UTIs, birth control, and high stress. Why this matters before a donor egg decision: H. pylori impairs iron absorption. Ferritin reads low or low-normal. The clinic says iron is fine because the lab range starts around 15. The fertility-optimized range is closer to 50. Iron is foundational to egg quality. The oxygen carrying capacity to your follicles depends on it. B12 affects methylation, the process your body uses to produce the co-factors needed for egg maturation. Zinc affects ovulation and progesterone production. Chronic gut inflammation affects ovarian response to stimulation, implantation, and miscarriage risk. When your clinic looks at a canceled cycle, arrested embryos, or a failed transfer and recommends donor eggs, they are responding to the outcome. They are not asking what is driving the outcome. This episode is for the woman sitting with a donor egg recommendation who is not ready to agree before she understands what was actually evaluated. Next steps: Access the free guide: What Your Clinic Missed. It walks through the markers we review before a donor egg recommendation, including the thyroid panel, the iron panel with the fertility target, the gut testing your REI does not order, the inflammatory markers, and the male side. Email hello@fabfertile.ca, subject line MISSED. Book a Functional Fertility Second Opinion. We will review your labs, your history, your full picture, and your partner's picture together. You will leave knowing what your biology has been telling you and what your next decision should be informed by. Email hello@fabfertile.ca, subject line FERTILE. Or apply here. About the Host I'm Sarah Clark, founder of Fab Fertile and host of Get Pregnant Naturally, a podcast with over one million downloads. My functional fertility team works with couples navigating low AMH and failed IVF, reviewing functional lab results, gut microbiome, food sensitivity, vaginal microbiome, nutrigenomics, HTMA, DUTCH, toxin testing, and  bloodwork alongside nervous system work, to help identify patterns that may not have been considered. We work alongside your medical team, not instead of them. Subscribe to Get Pregnant Naturally for weekly episodes on fertility optimization, IVF preparation, and the lab work your doctor probably isn't running. Timestamps [00:00] Told Donor Eggs After Failed IVF [01:00] Why the Fab Fertile Team Reviews Your Picture [02:00] H. pylori: The Most Common Gut Finding We See [03:00] Parasites, Streptococcus, and the Bacteria Most REIs Do Not Test [04:00] Why a Single Gut Test Without Fertility Context Misses the Picture [05:00] Iron, Ferritin, and the Fertility Range vs the Lab Range [06:00] B12, Methylation, and Egg Maturation [07:00] Zinc, Ovulation, and Progesterone [08:00] What Your Clinic Missed: The Markers Before a Donor Egg Recommendation [09:00] Why a Donor Egg Recommendation Responds to the Outcome, Not the Cause [10:00] The Functional Fertility Second Opinion: What the Call Covers

Are you stuck in a cycle of inflammation with no clear answers? Autoimmune conditions can be confusing, frustrating, slow to diagnose, and sometimes take years to understand.  In this episode, I am chatting with Mickey Trescott, a leading expert on the Autoimmune Protocol (AIP), about her decade of research and personal experience managing autoimmune disease. We talk about the modified AIP, exploring why it isn't just a diet but a structured healing process.  Mickey also shares insights from clinical studies on IBD, Hashimoto's, and psoriasis, and explains how elimination and reintroduction phases help people discover their personal triggers. You'll learn how to approach food as medicine, adapt the protocol to your lifestyle, and reintroduce foods safely.  Plus, Mickey offers simple tips to help you calm inflammation, restore gut balance, and finally feel empowered in your autoimmune journey.   "There is no cure for autoimmune disease, but I really believe that we can manage and live well with it." ~ Mickey Trescott   In This Episode: - How AIP differs from traditional elimination diets - The real goal of the AIP diet - Clinical results from AIP studies - Modified vs core autoimmune protocol - Food sensitivity testing explained - Delayed reactions and cross-reactivity - Mickey's autoimmune flare story - The New Autoimmune Protocol book overview   Products & Resources Mentioned: Mickey's Books on Autoimmune Wellness: Pre-order The New Autoimmune Protocol book and buy other books on Autoimmune Protocol at https://theautoimmuneprotocol.com/books/#naip  Tru Energy Skincare Bio Adaptive Hydration Oil: Try the oil and save up to $197 at http://trytruenergy.com/wendy5  Organifi Collagen: Save 20% with code MYERSDETOX at https://organifi.com/myersdetox  Organifi Happy Drops: Save 20% with code MYERSDETOX at https://organifi.com/myersdetox    Puori Grass-Fed PW1 Whey Protein: Use code WENDY20 to save up to 32% off your order and a free shaker worth $25 at https://puori.com/wendy20  Heavy Metals Quiz: Check your toxicity score and receive a free video series on how to detox your body at https://heavymetalsquiz.com    About Mickey Trescott: Mickey Trescott, MSc, is a leading advocate of the Autoimmune Protocol (AIP). She holds a Master of Science in Human Nutrition and Functional Medicine and has been practicing as a coach since 2013. As co-founder of Autoimmune Wellness, Mickey helped grow AIP from a grassroots online experiment into a globally recognized, research-supported protocol used by patients and practitioners around the world. In 2017, she co-created the AIP Certified Coach Practitioner Training Program, which has since trained more than 1,000 healthcare providers worldwide. She is the author of three award-winning and best-selling books, and The New Autoimmune Protocol. Learn more at https://theautoimmuneprotocol.com/  Disclaimer The Myers Detox Podcast was created and hosted by Dr. Wendy Myers. This podcast is for information purposes only. Statements and views expressed on this podcast are not medical advice. This podcast, including Wendy Myers and the producers, disclaims responsibility for any possible adverse effects from using the information contained herein. The opinions of guests are their own, and this podcast does not endorse or accept responsibility for statements made by guests. This podcast does not make any representations or warranties about guests' qualifications or credibility. Individuals on this podcast may have a direct or indirect financial interest in products or services referred to herein. If you think you have a medical problem, consult a licensed physician.

IBD Drive Time: Jordan Axelrad, MD, on Communicating Risks in IBD by Gastroenterology Learning Network

What does the vagus nerve actually do—and why does it matter for gut health, IBS, and anxiety?In this episode, we break down the vagus nerve in a clear, practical way, focusing on how it connects the gut and brain and why low vagal tone is linked to conditions like IBS, IBD, anxiety, depression, and chronic inflammation.We also explore why common advice like humming, gargling, or cold exposure which often isn't enough on its own, and what actually makes a meaningful difference clinically.You'll learn how the vagus nerve regulates digestion, stress response, inflammation, and gut motility, and how disruptions in this system can create a cycle of persistent symptoms.In this episode, we discuss:- What the vagus nerve is and how it connects the gut and brain- Why low vagal tone is linked to IBS, anxiety, and inflammation- How stress and the microbiome impact vagus nerve function - Why gut symptoms and mental health symptoms often overlap- Evidence-based ways to support vagal tone (breathing, cold exposure, exercise, social connection, and more)- When vagus nerve stimulators and clinical tools may be helpfulThis episode is for anyone dealing with IBS, chronic gut symptoms, anxiety, or feeling “stuck” despite trying multiple approaches to gut health.

On this moon joy edition of PBD: Banning social media for under-16s – would it work and should we do it?  At the mercy – how IBD makes life so unpredictable  And People like us – the history of one Irish Protestant family

Part 3 of the Women's Health SeriesBloating, gas, urgency, abdominal pain, and that relentless “what if something happens?” loop can turn sex from a close connection into stress fast. Digestive symptoms can quietly impact some of the most vulnerable parts of our lives...including intimacy, relationships, and self-esteem. And often, the shame surrounding those experiences feels heavier than the symptoms themselves. If you've ever pulled away from connection because your gut felt unpredictable, this conversation is for you. In this episode, we're opening up an honest and empowering discussion about gut health, confidence, and reclaiming intimacy without fear or embarrassment.We dive into this topic with our expert guest, Dr. Alyse Bedell, GI psychologist and Certified Sex Therapist, covering: • Why digestive functions feel taboo in sexual relationships • How IBS and IBD symptoms can impact desire, relaxation, and satisfaction • Myth-busting the idea that sex must be spontaneous to be pleasurable • Scripts and “reset” strategies for handling symptoms in the moment • Redefining intimacy so closeness does not always imply intercourse • Flexible planning around meals, energy, triggers, and symptom patterns • Partner support that reassures without becoming patronizing • The circular sexual response cycle and starting from sexual neutrality • Rebuilding sexual self-esteem with stigma work and acting with "as if” confidence This episode has been sponsored by Ardelyx. References: Ballou S, McMahon C, Lee HN, et al. Effects of Irritable Bowel Syndrome on Daily Activities Vary Among Subtypes Based on Results From the IBS in America Survey. Clin Gastroenterol Hepatol. 2019 Nov;17(12):2471-2478.e3. Fretz KM, Hunker KE, Tripp DA. The Impact of Inflammatory Bowel Disease on Intimacy: A Multimethod Examination of Patients' Sexual Lives and Associated Healthcare Experiences. Inflamm Bowel Dis. 2024 Mar 1;30(3):382-394. doi: 10.1093/ibd/izad106. PMID: 38206426; PMCID: PMC10906359.Wang J, Varma MG, Creasman JM, et al. Pelvic floor disorders and quality of life in women with self-reported irritable bowel syndrome. Aliment Pharmacol Ther. 2010;31(3):424-431. doi:10.1111/j.1365-2036.2009.04180.xDubinsky MC, Potts Bleakman A, Schreiber S, et al.. Impact of moderate-to-severe ulcerative colitis and Crohn's disease on sexual activity: United States and European patient perspectives from the communicating needs and features of IBD experiences (CONFIDE) survey. Curr Med Res Opin. 2025 Jun;41(6):1017-1030. doi: 10.1080/03007995.2025.2530736. Epub 2025 Jul 17. PMID: 40635574.Come As You Are: Revised and Updated: The Surprising New Science That Will Transform Your Sex Life by Emily Nagoski Ph.D.  Becoming Cliterate: Why Orgasm Equality Matters--And How to Get It by Laurie MintzThe American Association of Sexuality Educators, Counselors and Therapists (AASECT) (great resources as well as a place to find a certified sex therapist)Give us a follow us on social media @TheGutHealthPodcast, where we'd love for you to share your thoughts, questions, and experiences. Learn more about Kate and Dr. Riehl:Website: www.katescarlata.com and www.drriehl.comInstagram: @katescarlata @drriehl and @theguthealthpodcastOrder Kate and Dr. Riehl's book, Mind Your Gut: The Science-Based, Whole-body Guide to Living Well with IBS.  The information included in this podcast is not a substitute for professional medical advice, examination, diagnosis or treatment.  Always seek the advice of your physician or other qualified health care provider before starting any new treatment or making changes to existing treatment.

In this episode, Ritu Shah, Chief Executive Officer, ClostraBio, Inc., discusses building a biotech company focused on next-generation probiotics for gut health, IBS, IBD, and food allergies.

In this episode, Ritu Shah, Chief Executive Officer, ClostraBio, Inc., discusses building a biotech company focused on next-generation probiotics for gut health, IBS, IBD, and food allergies.

Can Crohn's disease and ulcerative colitis be improved using holistic therapies? How can chronic conditions like these be approached without immediately turning to surgery or medication? In this episode, Dane Johnson, founder and CEO of CrohnsColitisLifestyle, joins us to share his approach to addressing inflammatory bowel disease… This conversation covers: What life-threatening cases of IBD can look like The primary causes and contributing factors behind these conditions. How disruptions in the microbiome can affect overall health. Environmental influences that may play a role in gut health. After experiencing a near-death battle with Crohn's disease and ulcerative colitis at age 27, Dane went on to found CrohnsColitisLifestyle, an organization focused on helping people with inflammatory bowel disease explore natural, holistic approaches. Since then, he has dedicated his work to helping others find relief and improve their quality of life through structured lifestyle strategies. Are you struggling with digestive health? Learn more and book a free discovery session to explore a holistic path toward managing IBD symptoms.

*In this episode, Holden shares his incredible journey. Note: There is a brief mention of suicidal ideation at 06:30-06:41. If you're struggling, please call 988 (US) or your local hotline. Holden Santee is a 25-year-old originally from West Virginia who was diagnosed with ulcerative colitis just over two years ago. After being told he would likely require lifelong medication, with the possibility of colon removal if treatment failed, he initially followed conventional medical advice. When his medication stopped working and his symptoms worsened, he turned to the carnivore diet out of desperation. Since adopting a strict carnivore approach, he has experienced significant improvements in both his physical and mental health and now shares his story to encourage others facing similar challenges.  Timestamps: 00:00 Trailer 00:38 Introduction 03:22 Dealing with digestive issues 08:38 Following the carnivore diet 10:12 Diet and medication changes 14:22 Changing my relationship with food 18:24 Experiencing benefits of carnivore diet 22:25 Managing ulcerative colitis symptoms 23:54 Choosing not to see a doctor 27:56 Personal meal routine preferences 30:37 Strict carnivore diet for IBD 34:02 Adjusting diet for weightlifting goals Join Revero now to regain your health: https://revero.com/YT Revero.com is an online medical clinic for treating chronic diseases with this root-cause approach of nutrition therapy. You can get access to medical providers, personalized nutrition therapy, biomarker tracking, lab testing, ongoing clinical care, and daily coaching. You will also learn everything you need with educational videos, hundreds of recipes, and articles to make this easy for you. Join the Revero team (medical providers, etc): https://revero.com/jobs ‪#Revero #ReveroHealth #shawnbaker  #Carnivorediet #MeatHeals #AnimalBased #ZeroCarb #DietCoach  #FatAdapted #Carnivore #sugarfree Disclaimer: The content on this channel is not medical advice. Please consult your healthcare provider.

In this week's episode, Blood editor Dr. Laurie Sehn interviews Drs. Reuben Kapur and Robert Campbell on their latest articles published in Blood. This episode highlights two groundbreaking studies exploring how inflammation drives serious blood and immune-related diseases. In the first interview, Dr. Kapur discusses how inflammatory bowel disease (IBD) can both promote and worsen clonal hematopoiesis of indeterminate potential (CHIP), with large-scale human data and mouse models identifying REF1 as a key mediator and potential therapeutic target. The second segment features Dr. Campbell, who explains how heme released during malaria infection activates platelet mTOR signaling, intensifying cerebral malaria and suggesting new avenues for platelet-targeted treatments. Together, the conversations reveal how inflammatory pathways and immune signaling contribute to disease progression while opening the door to novel precision therapies. 

In this video, Dr. Ruscio discusses 8 benefits of taking butyrate, a fat molecule with gut and systemic healing properties. Butyrate is produced by gut bacteria, but it is often low in different chronic health conditions. Supplementation has been shown to improve a variety of gut conditions, including IBS, IBD, and SIBO, as well as chronic inflammation and brain health. Doctor Ruscio also discusses some simple dietary strategies to increase butyrate production naturally.    ✅ Start healing with us! Learn more about our virtual clinic:  https://drruscio.com/virtual-clinic/  

Send us Fan MailThe word “surgery” can feel like a threat when you're young and already worn down by Crohn's disease. Michael Morgan, author of *The Secret Life of Crohn's*, joins us to talk about being diagnosed at age 10, cycling through medications, and living with the kind of urgency that forces you to plan every minute around toilets, school schedules, and the fear of being noticed. We get into the part people don't always see: the constant anxiety, the shrinking world, and how much mental energy IBD can steal long before anyone calls it mental health.Michael also shares what it was like to hear ostomy surgery discussed as a teenager, the misconceptions that fueled his fear, and the moment he realized life on the other side could be bigger than the life he was trying to protect. We talk about the adjustment period, confidence building, and why so many people with ostomies describe freedom and relief once their disease is under better control.From there, we dig into practical realities: asking schools for accommodations, using tools that make bathroom access easier, staying on top of Crohn's management even after major surgery, and navigating rare symptoms like inflammatory disease in the mouth. And yes, we go deep on travel with an ostomy, including packing supplies, hostel bathrooms, and the small “tricks” that make big adventures possible.If you're facing a big treatment decision, supporting a child with IBD, or trying to make your world bigger again, this conversation will meet you where you are. Subscribe, leave a review, and share this with someone who needs a little more hope and a lot more real talk.Links: More of Michael's Story- Crohn's & Colitis UKOrder Michael's bookArticle about Michael and his book- Hackney CitizenTraveling with an ostomy- United Ostomy AssociationLet's get social!!Follow us on Instagram!Follow us on Facebook!Follow us on Twitter!

Dane Johnson is the Founder/CEO of Crohn's Colitis Lifestyle and a Holistic Nutritionist specializing in reversing Crohn's Disease and Ulcerative Colitis. Dane's story ignited through a life-threatening case of  Crohn's/Colitis which nearly took his life December 2014. Since committing his life to natural healing he has remained surgery and medication-free while eliminating IBD symptoms.  To date, Dane and his passionate team of specialists and coaches have created 500+ success stories for reversing IBD symptoms using his signature S.H.I.E.L.D. Program. His international IBD consulting firm is one of the few organizations in the world that only treat IBD, and see roughly 100+ international IBD cases a week despite any unique needs!   Dane and his team have successfully worked with of IBD clients despite surgery, age, medication, past experiences, diet preferences, extreme cases, world location or culture.  His passion, unique experience, and niche in the field of IBD have empowered him to create unparalleled value for real, long-term symptom relief for those suffering from Inflammatory Bowel Disease.  Socials: Instagram: https://www.instagram.com/crohnscolitis_lifestyle/ YouTube: https://www.youtube.com/channel/UCf3Yhapgc2Qb16_MP7f-DuQ LinkedIn: https://www.linkedin.com/company/crohnscolitislifestyle.com/?originalSubdomain=th Website: https://crohnscolitislifestyle.com Healing Journal: https://healingjournal.crohnscolitislifestyle.com/?el=CarnivoreDietPodcast Free IBD Strategy Session: https://www.cclworkshop.com/application?source=CarnivoreDietPodcast&el=CarnivoreDietPodcast Timestamps: 00:00 Trailer 00:38 Introduction 04:06 Facing life-threatening surgery 09:12 Microbiome and autoimmune issues 12:25 Optimizing gut health and digestion 15:42 The cycle of poor digestion 18:22 Customizing plans for global clients 22:16 IBD diagnostic tests 24:42 Challenges with IBD treatments 26:36 Improving health through exercise 32:45 Understanding colonic dysbiosis issues 35:01 Poor quality whey protein issues 38:40 Effects of poor diet on gut health 42:06 Engaging with patient support groups 43:30 Supporting people with IBD 46:46 Researching Crohn's treatments 48:08 Where to find Dane Join Revero now to regain your health: https://revero.com/YT Revero.com is an online medical clinic for treating chronic diseases with this root-cause approach of nutrition therapy. You can get access to medical providers, personalized nutrition therapy, biomarker tracking, lab testing, ongoing clinical care, and daily coaching. You will also learn everything you need with educational videos, hundreds of recipes, and articles to make this easy for you. Join the Revero team (medical providers, etc): https://revero.com/jobs ‪#Revero #ReveroHealth #shawnbaker  #Carnivorediet #MeatHeals #AnimalBased #ZeroCarb #DietCoach  #FatAdapted #Carnivore #sugarfree Disclaimer: The content on this channel is not medical advice. Please consult your healthcare provider.

In this episode, I'm joined by Jessica Salwen-Deremer, Director of Behavioral Medicine for Digestive Health at Dartmouth Hitchcock Medical Center and Associate Professor at the Geisel School of Medicine at Dartmouth. Dr Salwen-Deremer specialises in the intersection of sleep, gut health, and gastrointestinal behavioural medicine, with a particular focus on inflammatory bowel disease (IBD). In this episode, we explore the powerful and often overlooked relationship between sleep and the gut — including how poor sleep can worsen pain, fatigue, and inflammation, and how gut symptoms can in turn disrupt sleep. We unpack the bidirectional nature of this relationship, the role of the gut microbiome and circadian rhythms, and why sleep should be considered a core part of managing conditions like IBD and IBS. We also discuss how to recognise and assess sleep problems in clinical practice, the difference between insomnia and symptom-driven sleep disruption, and why treatments like cognitive behavioural therapy for insomnia (CBT-I) can be so effective. Whether you're a clinician or someone living with gut symptoms, this episode highlights why sleep is not just a side issue — it's central to gut health and overall wellbeing. Please enjoy my conversation with Dr Jessica Salwen-Deremer.

Part 2 of the Women's Health SeriesYour digestion suddenly feels different, your sleep is falling apart, your mood and patience are all over the place — and you start wondering whether it's stress, aging, or something bigger. Joined by two extraordinary Mayo Clinic experts, Drs. Chrisandra Shufelt and Jami Kinnucan, we pull back the curtain on perimenopause and menopause, explaining how shifting estrogen and progesterone can ripple through the entire body — from constipation and bloating to metabolic health, cardiovascular risk, and even the gut microbiome. Most importantly, this episode reminds women that these changes are real, common, and worthy of attention.  • Defining perimenopause versus menopause as a life stage and why symptoms vary so much • Linking estrogen and progesterone changes to motility, constipation, bloating, and visceral sensitivity • Discussing microbiome shifts, dysbiosis, and how gut health may influence estrogen recycling • Outlining cardiometabolic changes including central weight gain, lipid changes, blood pressure, and insulin resistance • Clarifying brain fog, sleep disruption, and increased anxiety and depression risk during perimenopause • Reviewing SSRIs and SNRIs as options that may also reduce hot flashes • Covering bone loss timing, hormone therapy limits, and when DEXA scanning makes sense • Summarizing what is known about IBS symptom severity and what is less clear in IBD • Debunking hormone panels in perimenopause and pointing to menopause-trained clinicians • Breaking down soy, supplements, placebo effects, and lifestyle factors like weight loss and exercise snacks • Detailing vaginal estrogen for dryness, painful sex, and recurrent UTIs, including how to use it correctly This episode has been sponsored by Ardelyx.References for this episode:The 2022 hormone therapy position statement of The North American Menopause SocietyThe association between metabolic dysfunction-associated steatotic liver disease diagnosis and vasomotor symptoms in midlife womenImpact of Menopause and Clinical Considerations in Patients With Inflammatory Bowel DiseaseUnderstanding the sexual concerns of older women presenting for care to women's health clinics: a cross-sectional studyFind a Menopause Practitioner: Menopause.orgLearn more about Kate and Dr. Riehl:Website: www.katescarlata.com and www.drriehl.comInstagram: @katescarlata @drriehl and @theguthealthpodcastOrder Kate and Dr. Riehl's book, Mind Your Gut: The Science-Based, Whole-body Guide to Living Well with IBS.  The information included in this podcast is not a substitute for professional medical advice, examination, diagnosis or treatment.  Always seek the advice of your physician or other qualified health care provider before starting any new treatment or making changes to existing treatment.

This episode breaks down what inflammatory bowel disease (IBD) looks like in children, the treatments available and when to seek specialist care — essential listening for parents and pediatric providers. Listen to a conversation with the experts featuring Mark Corkins, MD, division chief of Pediatric Gastroenterology and Jason Frischer, MD, surgeon-in-chief and division chief of Pediatric Surgery. Learn more about Mark Corkins, MD   Learn more about Jason Frischer, MD   

DOWNLOAD THE DV RADIO APP ON ANDROID RIGHT NOW!!   The latest BARRACKS TALK podcast episode is waiting, press 'play' now!   In this week's episode of BARRACKS TALK from DV Radio: The DV Radio Crew trade fire on everything from surviving chaotic "teen takeover" in Orlando to the awkward, hands-on reality of finally enrolling in VA Healthcare. They also dive into retro nostalgia with Mario-themed caskets and classic cartoons plus arcade games before debating the controversy surrounding cultural representation in a pin-up show for the 250th American birthday. From intricate woodworking to IBD awareness, this episode offers an unfiltered look at life after the uniform where absolutely nothing is sacred. - GOFUNDME CAMPAIGNS MENTIONED Ms Lynn:: https://www.gofundme.com/f/standing-with-lynn-through-her-cancer-battle - Grab Your DV Radio Merch! https://bit.ly/DVR-StreamLabs-Merch - Respawn Finance + Free Budgeting App https://respawnfinance.com/ - Star Spangled Brewing Co. [THE OFFICIAL BEER OF DV RADIO] https://www.starspangledbrewingco.com/ - Hard Of Hearing, Deaf, or Have Other Hearing Issues? READ THE TRANSCRIPT! https://dvradio.net/accessibility - Hope For 22 A Day https://hopefor22aday.org/ - Liberty Risk Podcast https://beacons.ai/libertyriskpodcast - INERT Mugs www.inertmugs.com - Laugh It Off https://www.laughitoff.org/ - Want To Sponsor DV Radio? No pricing model beats DV Radio when it comes to sponsorship. https://bit.ly/SponsorDVRadio DV Radio on Rumble https://rumble.com/c/DVRadio DV Radio on twitch.tv https://www.twitch.tv/dvradio - Burn It Down Change Unchained Tumbler from INERT Mugs Website: https://www.inertmugs.com/products/20oz-burn-it-down-thermite-tumbler [NOTE: Click these links!] ---------- DV Farm Septic System Fundraiser https://donorbox.org/dv-farm-septic-system ---------- Parental Control Apps https://bit.ly/ChildSafeInternet ---------- Backpacks For Life https://backpacksforlife.org/ ---------- Wah-Tie Woodturning https://wahtiewoodturning.com/ ---------- Backpacks For Life Fundraiser https://ko-fi.com/dvradio/goal?g=1 ---------- Edited by Munkee Bawlz Media https://www.munkeebawlzmedia.com/ ---------- Are you a Veteran Owned Business? Have unique, handmade items that we can buy and review on a show? Contact us, show us what you have, and we'll (at least Bo) will spend up to $50 per month and speak openly about your product(s)!! ---------- Find Out More About Betsy Ross At Her Website https://bit.ly/Fight-With-Betsy-Ross ---------- *Got an idea for BARRACKS TALK or any other show? Want to be a guest? Then please feel free to contact us by sending an email to info[at]dvradio.net or oink[at]dvradio.net.* ---------- **LINKS TO CHECK OUT** EVERYTHING DYSFUNCTIONAL VETERANS https://whereisdv.carrd.co  ---------- DV RADIO PARTNERS, SPONSORS, and AFFILIATES https://dvr-listen-support.carrd.co     #Veterans #VeteranHumor #MlitaryLife #VeteranBenefits #CivilianLife #Charity #HopeFor22ADay #Woodturning #Alaska #NationalParks #VeteranResources #MilitaryPodcast #DVRadio #Comedy #DarkHumor

How can you tell a stock is running out of steam or just gaining momentum? IBD chief content officer Chris Gessel explains how he uses this common yet game-changing technical indicator to spot buying and selling points in his trading routine. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Life Without Leaks, we speak with Dr. Ryan O'Leary, advanced fellow in inflammatory bowel disease, about one of the most disruptive - and misunderstood - GI symptoms: bowel urgency.Dr. O'Leary breaks down the difference between IBD and IBS, explaining how Crohn's disease and ulcerative colitis differ from non-inflammatory bowel conditions, and why some patients can actually have both. He dives into what bowel urgency really is, what's happening physiologically in the body and why it can significantly impact sleep, work and quality of life.The conversation explores how urgency can stem from multiple causes, from inflammation to medications to underlying medical conditions, and emphasizes the importance of proper diagnosis. Dr. O'Leary also highlights the encouraging reality that modern treatments for IBD are highly effective, allowing many patients to return to full, active lives.If you've ever wondered whether your symptoms are “normal” or worth bringing up to your doctor, this episode offers clarity, reassurance and practical next steps.Learn more about a wide range of bowel conditions and get free resources here. For more information about the National Association for Continence, click here, and be sure to follow us on Facebook, Instagram and Pinterest.Music:Rainbows Kevin MacLeod (incompetech.com)Licensed under Creative Commons: By Attribution 3.0 Licensehttp://creativecommons.org/licenses/by/3.0/Attn: Grace pads and liners are ultra-soft, highly absorbent and made without fragrances, dyes or bleaches, so nothing comes between you and your comfort. They keep you dry, control odor and are gentle on sensitive skin, so you can move through your day with confidence.Shop at attngrace.com and use code NAFC10 for $10 off your first order. Also available at select retailers nationwide.

Send us Fan MailFollow us on instagram @crohns_and_colitis_dietitiansFollow us on youtube @thecrohnscolitisdietitiansWe love helping provide quality content on IBD nutrition and making it more accessible to all through our podcast, instagram and youtube channel. Creating the resources we provide comes at a significant cost to us. We dream of a day where we can provide even more free education, guidance and support to those with IBD like us. We need your support to do this. You can help us by liking episodes, sharing them on your social media, subscribing to you tube and telling others about us (your doctors, friends, family, forums/reddit etc). Can you do this for us? In return, I promise to continually level up what we do here. 

Send us Fan MailMedical care can be doing everything “right” and you can still feel wrecked, anxious, and trapped in a never-ending cycle of symptoms, appointments, and fear. That gap is where GI psychology lives, and it's why we wanted Dr. Anna Katherine “AK” Black. AK is a licensed clinical health psychologist at GI Psychology, with a focus on gut-brain therapies, trauma-informed care, and medical fatigue in chronic illness.We get into what clinical hypnosis actually is (no stage tricks, no mind control) and why gut-directed hypnotherapy has decades of research behind it for GI conditions. AK explains the gut-brain connection in plain language, including how stress can hijack the system, how visceral hypersensitivity turns the volume up on sensations, and why you can't just tell your gut to “calm down” with conscious thoughts alone. We also talk about how fear and pain overlap, and why techniques that shift the nervous system toward parasympathetic regulation can change real physical symptoms.Then we name the thing so many people feel but rarely hear described: medical fatigue. If you've ever canceled yet another appointment, struggled to keep up with meds and procedures, or felt judged as “noncompliant,” this conversation puts words to that burnout and offers practical next steps. We also cover trauma-informed care, what providers can do with better language and screening, and why integrated teams work best. AK shares resources and explains the Crohn's & Colitis Foundation partnership group that combines community with skills like CBT and hypnosis.Subscribe for more real talk about living with IBD, share this with someone who needs it, and please leave a rating and review so more people can find the show. What part of the gut-brain story hit closest to home?Links: Join the IBD Psychotherapy GroupInfo on Gut-Directed HypnotherapyLet's get social!!Follow us on Instagram!Follow us on Facebook!Follow us on Twitter!

In this episode of The Health Disparities Podcast, Dr. Mary O'Connor speaks with Stephanie A. Wynn—author, Crohn's survivor, and founder of The Stephanie A. Wynn Foundation. Stephanie shares her powerful journey through years of misdiagnosis, medical dismissal, pregnancy loss, and a near‑death experience that ultimately shaped her mission to support underserved IBD patients. She breaks down the barriers many patients face when navigating Crohn's disease and ulcerative colitis, and explains how her IBD Patient Navigator® Program helps individuals access specialists, understand their diagnosis, reduce ER visits, and overcome social determinants of health. You'll hear insights on: • The impact of delayed diagnosis and clinical bias • The difference between IBS and IBD • Why community health workers are essential to IBD care • How journaling and documentation strengthen patient advocacy • Expanding navigator programs into rural and underserved communities This conversation is a must‑listen for anyone working in gastroenterology, community health, patient navigation, or health equity.  

What if the key to brain health, immunity and chronic disease isn't in the brain at all - but in the gut? In this episode, we explore human milk oligosaccharides (HMOs), powerful bioactive sugars in breast milk that shape the microbiome, regulate immune function and may influence conditions like Parkinson's, autism, IBD, food allergies, eczema and more. We dive into how these "molecular signals from nature" could redefine how we think about inflammation, development and disease with Alex Martinez. Lindsey Parsons, your host, helps clients solve gut issues and reverse autoimmune disease naturally. Take her quiz to see which stool or functional medicine test will help you find out what's wrong. She's a Certified Health Coach at High Desert Health in Tucson, Arizona. She coaches clients locally and nationwide. You can also follow Lindsey on Facebook, Tiktok, Instagram, Pinterest, Mastodon or X, or reach her via email at lindsey@highdeserthealthcoaching.com to set up your free 30-minute Gut Healing Breakthrough Session.  Show Notes

Today, we're diving into autoimmunity—what it actually is, why it happens, and how ultra-processed foods may be contributing to the problem. Autoimmune disease is often misunderstood. Some will tell you diet has nothing to do with it. Others claim diet is the cure. The truth is more nuanced—and that's exactly what we explore in this episode. You'll learn: What autoimmunity really is (and why it's a case of mistaken identity) How inflammation and the immune system interact The critical role of gut health and the microbiome How ultra-processed foods disrupt intestinal integrity and immune signaling Why stress and hyper-palatable foods create a harmful cycle A practical experiment you can try to see how diet impacts your own biomarkers This isn't about selling supplements or pushing extremes. It's about understanding the science so you can make informed decisions about your health. As always, this episode is backed by scientific literature. Full citations are included below, with abbreviated versions available on shorter clips. If you're dealing with autoimmune symptoms—or just want to better understand how food impacts your immune system—this episode is for you.   Full citation list: Hall KD, et al. “Ultra-Processed Diets Cause Excess Calorie Intake and Weight Gain: An Inpatient Randomized Controlled Trial of Ad Libitum Food Intake.” Cell Metabolism, 2019.     Supports the formulation argument: UPF intake increased spontaneous calorie intake and weight gain even with diets matched for presented calories, sugar, fiber, sodium, and macronutrients. This is your anchor for “hyper-palatability and formulation change physiology, not just psychology.”   Narula N, et al. “Association of Ultra-Processed Food Intake With Risk of Inflammatory Bowel Disease: Prospective Cohort Study.” BMJ, 2021.     Best human disease-level citation for the episode. Supports the claim that higher UPF intake is associated with greater IBD risk, making the gut-immune link clinically meaningful rather than purely theoretical.   Chassaing B, et al. “Randomized Controlled-Feeding Study of Dietary Emulsifier Carboxymethylcellulose Reveals Detrimental Impacts on the Gut Microbiota and Metabolome.” Gastroenterology, 2022.     Best emulsifier paper for human translation. Supports the claim that CMC can perturb the microbiota and metabolome and may contribute to barrier-hostile gut ecology in susceptible individuals.   Daniel N, et al. “Human Intestinal Microbiome Determines Individualized Responses to Dietary Emulsifier Carboxymethylcellulose.” Cellular and Molecular Gastroenterology and Hepatology, 2024.     Useful nuance paper. Supports the point that emulsifier sensitivity is not identical across all people and that host-microbiome context matters.   Shil A, et al. “Artificial Sweeteners Disrupt Tight Junctions and Barrier Function in the Intestinal Epithelium Through Activation of the Sweet Taste Receptor T1R3.” Nutrients, 2020.     Best citation for the “sugar-free does not mean barrier-neutral” point. Supports direct epithelial barrier effects of common artificial sweeteners in experimental models.   Peng L, et al. “Butyrate Enhances the Intestinal Barrier by Facilitating Tight Junction Assembly via Activation of AMP-Activated Protein Kinase in Caco-2 Cell Monolayers.” Journal of Nutrition, 2009.     Classic mechanistic citation for butyrate. Supports the claim that loss of fermentable fiber and reduced butyrate production can weaken barrier function.   Kumar KP, et al. “The Interplay Between the Microbiota, Diet and T Regulatory Cells in Maintaining Intestinal Homeostasis.” Frontiers in Microbiology, 2023.     Useful for the tolerance language. Supports the argument that diet and microbial metabolites shape Treg biology and mucosal tolerance.   Haase S, et al. “Sodium Chloride Triggers Th17 Mediated Autoimmunity.” Frontiers in Immunology, 2019.     Key citation for high salt and autoimmune-prone immune skewing. Supports the claim that excess salt can promote pathogenic Th17 biology relevant to autoimmune disease.   Wilck N, et al. “Salt-Responsive Gut Commensal Modulates TH17 Axis and Disease.” Nature, 2017.     Strong bridge between salt, microbiome, and Th17 signaling. Supports the point that salt is not just a blood pressure story; it is also an immune-story.   Vitales-Noyola M, et al. “Analysis of Sodium Chloride Intake and Treg/Th17 Lymphocytes in Patients With Rheumatoid Arthritis and Systemic Lupus Erythematosus.” Journal of Immunology Research, 2018.     Helpful human-facing citation for salt and immune skewing in autoimmune populations. Use cautiously, but it strengthens translation from theory to autoimmune terrain.   Phuong-Nguyen K, et al. “Advanced Glycation End-Products and Their Effects on Gut Health.” Nutrients, 2023.     Good review for the AGE section. Supports the argument that AGE-rich processed foods may worsen oxidative stress, microbiota balance, and barrier function.   Chen Y, et al. “Dietary Advanced Glycation End-Products Elicit Toxicological Effects by Disrupting Gut Microbiota and Increasing Colon Permeability in Rats.” Journal of Toxicology and Environmental Health, 2021.     Useful mechanistic support for the processing-chemistry section. Reinforces the claim that dietary AGEs can alter microbial ecology and increase permeability.   Monteiro CA, et al. “Ultra-Processed Foods: What They Are and How to Identify Them.” Public Health Nutrition, 2019.   Dr. Brendan McCarthy is the founder and Chief Medical Officer of Protea Medical Center in Arizona. With over two decades of experience, he's helped thousands of patients navigate hormonal imbalances using bioidentical HRT, nutrition, and root-cause medicine. He's also taught and mentored other physicians on integrative approaches to hormone therapy, weight loss, fertility, and more. If you're ready to take your health seriously, this podcast is a great place to start.  

HEALTH NEWS   Vitamin K1 may improve insulin sensitivity and blood sugar levels for pre-diabetics High-salt diet linked to faster memory decline in men, ECU study finds  A black licorice compound slashes gut inflammation and cell death in IBD models and animals Clearing amyloid beta shows no significant impact on dementia severity Feeling lonely? Try a walk in the great outdoors

You can find more from Dane here:https://linktr.ee/CrohnsColitisLifestyleWhat if you could reverse Crohn's Disease and Ulcerative Colitis naturally without surgery or medication? In this inspiring and hope-filled episode of The Self Esteem and Confidence Mindset, we sit down with Dane Johnson, Founder/CEO of Crohn's Colitis Lifestyle and Holistic Nutritionist specializing in reversing inflammatory bowel disease—to share his incredible story of nearly dying from Crohn's/Colitis in December 2014 and completely healing himself through natural, holistic methods.Dane has remained surgery and medication-free while eliminating IBD symptoms, and now dedicates his life to helping others achieve the same freedom. He shares the holistic nutrition strategies, lifestyle changes, and mindset shifts that reversed his disease and transformed his life—offering hope to anyone suffering from Crohn's, Colitis, or chronic digestive issues who's been told they'll be sick forever.You can find more from Dane here:⁠https://linktr.ee/CrohnsColitisLifestyle⁠

Are you a financial advisor ready to evolve beyond traditional asset management? The Personal CFO model might be your next big move. Here's the reality: most business owners have 80–90% of their net worth tied up in their business, not investible assets. That means the traditional AUM model leaves them underserved and leaves advisors without a billing mechanism. The Personal CFO model solves both problems. In this episode of the Magellan Network Show, Coach Joe Lukacs breaks down the high-ticket retainer model that's transforming how elite financial advisors serve successful business owners and entrepreneurs. In this episode, you'll learn: ● What a Personal CFO actually does (and how it differs from a traditional financial advisor) ● Why business owners are desperate for a financial quarterback ● How to bill on EBITDA or retainer, even when clients have little investible assets ● Real client examples generating $2,000–$10,000+/month in retainer fees ● The "five Ds" framework every Personal CFO must master ● Why RIAs have a massive advantage in this space right now ● How to gather assets by offering lower fees than the competition ● The identity shift required to truly succeed in this model Whether you're an independent RIA or an IBD advisor, the Personal CFO niche is one of the fastest-growing opportunities in the financial advisory space, and the market is wide open.

Better trades, now made even faster. Mike Webster, senior market strategist at IBD, joins the Investing with IBD podcast to discuss the new upgrades to MarketSurge. He explains how new features like upgraded lists, proprietary ratings and changes to pattern recognition can help traders save time and get to the right trades faster than before. Learn more about your ad choices. Visit megaphone.fm/adchoices

If your labs are “normal” but you still feel bloated, exhausted, inflamed, and stuck… this episode explains why. Liz sits down with Dane Johnson (Crohn’s Colitis Lifestyle) to break down the real root causes behind chronic gut issues—parasites, candida, SIBO, mold, and viral load—and why most testing misses them. You’ll learn: - Why colonoscopies and labs often miss the problem - The difference between IBS vs IBD (and why it matters) - Why going straight into “kill protocols” can make you worse - The foundational gut healing strategy that actually works If you’ve tried everything and still feel stuck—this episode is your wake-up call. Connect with Dane - Instagram | Youtube | Web *** CONNECT:

355: Dane Johnson is the board certified Nutritionist who founded Crohn's Colitis Lifestyle to help others struggling with IBD to find relief just as he has through a natural approach. In today's episode, Dane shares his story along with what anyone listening can do to get their life back struggling with IBD. Dane not only shares his story on how he almost died from gut issues, but he also shares how anyone suffering can also heal by resetting the mind and changing your way of eating that's individualized for you! Topics Discussed: → Addressing Crohn's and Colitis  → How to optimize health through a customized plan → Histamine issues and what to avoid  → How to enhance your digestion  → Simplifying your life to heal → Slippery elm As always, if you have any questions for the show please email us at digestthispod@gmail.com. And if you like this show, please share it, rate it, review it and subscribe to it on your favorite podcast app.  Sponsored By:  → Fatty15 | For 15% off the starter kit go to https://fatty15.com/digest Timestamps: → 00:00:00 - Introduction  → 00:02:37 - Rapid Fire Questions  → 00:05:12 - Life Updates → 00:06:31 - Almost Dying From IBD → 00:10:15 - Healing From IBD  → 00:13:05 - Conventional + Integrative Medicine  → 00:15:01 - Introducing Food → 00:21:02 - Healing Timeline → 00:22:34 - Know Your Body → 00:24:24 - Healing Starts With The Mind → 00:27:25 - Social Media Trends → 00:34:23 - Regulated Nervous System → 00:38:39 - Social Media Health → 00:40:41 - Book Recomendations  → 00:42:01 - Enhanced Digestion → 00:45:24 - Meditation  → 00:49:25 - Keto Diet + High Fat  → 00:51:52 - Movement + Probiotics  → 00:57:06 - Histamine → 01:02:15 - Understanding Sickness Further Listening: → From Almost Dying to Healing IBD + How You Can Heal Too | Dane Johnson Check Out Dane Johnson: → Instagram → Website → Crohn's Colitis Lifestyle → Testimonies Check Out Bethany: → Bethany's Instagram: @lilsipper → YouTube → Bethany's Website → Discounts & My Favorite Products → My Digestive Support Protein Powder → Gut Reset Book  → Get my Newsletters (Friday Finds) Learn more about your ad choices. Visit megaphone.fm/adchoices

What happens when you go from a senior spring break in Jamaica to poopin "gallons of blood" in the ER? Meet Taryn: 20 years old, a D1 volleyball player for the University of Northern Iowa, and a total boss living with Ulcerative Colitis (UC). After a senior trip to Jamaica turned into a month-long nightmare of abdominal pain, internal bleeding, and a very wrong E. coli diagnosis, Taryn had to face a new reality: a chronic "sister disease" to Crohn's. In this episode, we get into the literal weeds of living with UC. Taryn talks about showing up to college workouts as a rookie looking "deceased," why her teammates thought she had a heart condition, and the awkward-turned-awesome moment she had to tell the whole team why she was actually dying on the floor. If you're living with IBD, supporting someone who is, or wondering whether you can still chase big goals with a chronic illness, this one's for you.You can watch this entire episode over on YouTube.Follow Sickboy on Instagram, TikTok and Discord!