Podcasts about Investment advisory

Until recently, gold's rally seemed unstoppable. In an environment where perceived safe havens were scarce, gold stood out. However, in recent weeks, investor sentiment has shifted as geopolitical tensions eased. Does this mean gold's rally has come to an end? Not necessarily, according to our commodities experts, Wayne Gordon, CIO APAC Head of Investment Advisory & Content, and Giovanni Staunovo, CIO Commodity Strategist. Co-hosts: Christopher Swann and Belinda Peeters.

On this week's Stansberry Investor Hour, Dan and Corey welcome Garrett Baldwin to the show. Garrett is a research economist, financial analyst, and investigative journalist. He's also a contributor to our flagship newsletter, Stansberry's Investment Advisory, as well as author of the Me and the Money Printer Substack.  Garrett kicks off the show by explaining how he got his start in finance, why leaving the gold standard was the American economy's "core breaking point," and how liquidity is driving boom and bust cycles. He says that even though Consumer Price Index inflation can come in at 3% officially, actual currency debasement is 6% to 8% per year based on real assets. This leads Garrett to break down the "Cantillon effect," how everyday folks are most disadvantaged by excessive money printing, and why the American manufacturing sector has been destroyed. He also delves into the troubling trend of Americans essentially paying rent to foreign investors, why we'll "hit a wall" in 2026 or 2027, and how you can protect yourself from the inevitable fallout. (0:59) Next, Garrett analyzes a pattern that warns him to flee the markets, plus the contrarian signal of insider buying that he uses to time his reentry into the markets. He notes that this trend has been playing out consistently since 2008 and allows those aware to successfully buy the dip. Garrett says that company fundamentals still matter, however, and he explains what he looks for in a company before investing. He then reviews liquidity versus momentum, the Federal Reserve's relationship to liquidity, a core problem with the traditional banking system, and why the Fed tolerates shadow banking. (21:48) Finally, Garrett talks about the relationship between liquidity and bitcoin, why he likes silver today, and how quantitative easing paradoxically leads to a higher dollar. He explains that many paradoxes in our fiat currency system started in the 1990s, thanks to six major policy shifts and their incentives. Garrett goes in depth on how such policy has affected our financial system today and made the Fed more consequential for our wallets than the president. (41:38)

On this week's Stansberry Investor Hour, Dan and Corey welcome Garrett Baldwin to the show. Garrett is a research economist, financial analyst, and investigative journalist. He's also a contributor to our flagship newsletter, Stansberry's Investment Advisory, as well as author of the Me and the Money Printer Substack.  Garrett kicks off the show by explaining how he got his start in finance, why leaving the gold standard was the American economy's "core breaking point," and how liquidity is driving boom and bust cycles. He says that even though Consumer Price Index inflation can come in at 3% officially, actual currency debasement is 6% to 8% per year based on real assets. This leads Garrett to break down the "Cantillon effect," how everyday folks are most disadvantaged by excessive money printing, and why the American manufacturing sector has been destroyed. He also delves into the troubling trend of Americans essentially paying rent to foreign investors, why we'll "hit a wall" in 2026 or 2027, and how you can protect yourself from the inevitable fallout. (0:59) Next, Garrett analyzes a pattern that warns him to flee the markets, plus the contrarian signal of insider buying that he uses to time his reentry into the markets. He notes that this trend has been playing out consistently since 2008 and allows those aware to successfully buy the dip. Garrett says that company fundamentals still matter, however, and he explains what he looks for in a company before investing. He then reviews liquidity versus momentum, the Federal Reserve's relationship to liquidity, a core problem with the traditional banking system, and why the Fed tolerates shadow banking. (21:48) Finally, Garrett talks about the relationship between liquidity and bitcoin, why he likes silver today, and how quantitative easing paradoxically leads to a higher dollar. He explains that many paradoxes in our fiat currency system started in the 1990s, thanks to six major policy shifts and their incentives. Garrett goes in depth on how such policy has affected our financial system today and made the Fed more consequential for our wallets than the president. (41:38)

Il 36% degli investitori, secondo un'indagine di Moneyfarm, ammette di avere una conoscenza nulla o parziale dell’esistenza del Rendiconto Costi e Oneri, il documento - che andava inviato entro il 30 aprile - in cui gli intermediari finanziari sono tenuti ad esplicitare le voci di costo sostenute dai clienti per i propri investimenti con cadenza almeno annuale, nonostante il 97% consideri i costi e le commissioni un fattore rilevante nelle decisioni di investimento. Facciamo il punto con :Andrea Rocchetti, Global Head of Investment Advisory di MoneyfarmGianfranco Ursino - Plus 24 Il Sole 24 ORE

In just a matter of days, financial markets have gone from orderly to chaotic. The S&P 500 has dropped to its lowest level in nearly a year, and the VIX has spiked to levels not seen since the early months of the pandemic. So what’s going on, and what does it mean for portfolios? What strategies are investors turning to to protect their portfolios? On Wealth Tracker, Hongbin Jeong speaks to Ritesh Ganeriwal, Head of Investment Advisory, Syfe, to find out more.See omnystudio.com/listener for privacy information.

On this week's Stansberry Investor Hour, Dan and Corey welcome their colleague Mike DiBiase back to the show. Mike is the editor of Stansberry's Credit Opportunities and senior analyst for Stansberry's Investment Advisory.  Mike kicks off the episode by discussing the rampant fear in the stock market today. He notes that this fear is not yet reflected in the credit market, which is a "mistake," as credit investors should be more concerned. Mike then talks about the lack of good high-yield bonds out there, corporate bankruptcies being on the rise, the worrying number of zombie companies, the Starbucks recession indicator, consumer confidence hitting a 12-year low, and why he believes things are "not going to end well" for the economy. (1:40) Next, Mike examines the budget-deficit problem and the market's expectation that the government will always bail it out. He highlights the fact that the U.S. has been printing money at an above-average rate the past year and says he believes inflation will spike once more as a result. All of this is part of the "new world" that investors will need to learn to navigate, including permanently higher interest rates, bonds being a better choice than stocks, and an inevitable credit crisis similar to the one from 2008. (21:32) Finally, Mike explains the economic difference between tariffs and inflation, how investors can "make a killing" from what's about to happen, and the many advantages corporate bonds have over stocks – such as it being easier to spot a bottom with bonds. He says he's waiting until credit spreads surpass 1,000 basis points, and then he will deploy his strategy of finding the best bonds out there with the lowest risk of defaulting. (40:22)

On this week's Stansberry Investor Hour, Dan and Corey welcome their colleague Mike DiBiase back to the show. Mike is the editor of Stansberry's Credit Opportunities and senior analyst for Stansberry's Investment Advisory.  Mike kicks off the episode by discussing the rampant fear in the stock market today. He notes that this fear is not yet reflected in the credit market, which is a "mistake," as credit investors should be more concerned. Mike then talks about the lack of good high-yield bonds out there, corporate bankruptcies being on the rise, the worrying number of zombie companies, the Starbucks recession indicator, consumer confidence hitting a 12-year low, and why he believes things are "not going to end well" for the economy. (1:40) Next, Mike examines the budget-deficit problem and the market's expectation that the government will always bail it out. He highlights the fact that the U.S. has been printing money at an above-average rate the past year and says he believes inflation will spike once more as a result. All of this is part of the "new world" that investors will need to learn to navigate, including permanently higher interest rates, bonds being a better choice than stocks, and an inevitable credit crisis similar to the one from 2008. (21:32) Finally, Mike explains the economic difference between tariffs and inflation, how investors can "make a killing" from what's about to happen, and the many advantages corporate bonds have over stocks – such as it being easier to spot a bottom with bonds. He says he's waiting until credit spreads surpass 1,000 basis points, and then he will deploy his strategy of finding the best bonds out there with the lowest risk of defaulting. (40:22)

Sovereign wealth funds are changing the M&A game! Keep reading to find out how Everyone is talking about private equity in mergers and acquisitions... but they're overlooking a major player.Sovereign wealth funds are making big moves in the investment advisory space.And they're reshaping valuations, deal structures, and long-term exits in ways that most advisors aren't prepared for.If you're in M&A, you need to know what's happening Sovereign wealth funds now control over $11 trillion in assets globally They're deploying record-breaking capital into private markets and advisory firms Their long-term investment strategies are reshaping valuation models Traditional M&A players must rethink their approach to stay competitive And much more...Sovereign wealth funds are strategic, long-term players, and their influence on the M&A landscape is only growing.If you're an advisor, investor, or entrepreneur navigating M&A... this is a trend you can't afford to ignore. • • •FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/SovereignWealthFunds • • •FOR MORE ON COREY KUPFER:https://www.linkedin.com/in/coreykupfer/http://coreykupfer.com/ Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

In this episode of the Finish Big Podcast, Mark Dorman interviews Fred DiSanto, Chairman and CEO of Ancora Investments. Fred shares his inspiring journey from playing college sports to building a $10 billion investment firm. He discusses pivotal career moments, including his transition from institutional sales to founding Ancora, the challenges of scaling the business, and the strategies that have driven its success. Fred emphasises the importance of strong relationships, assembling top-tier talent, and offering innovative solutions like activism and alternative investments to differentiate in a competitive market. Fred also highlights his commitment to fostering a culture of ownership, sharing equity with nearly 40 employees during a significant liquidity event in 2021. He reflects on his philanthropic efforts, supporting institutions like Saint Ignatius High School and Case Western Reserve University, and his vision for Ancora's future—focusing on growth, client satisfaction, and community impact. This episode is a masterclass in leadership, succession planning, and building a lasting legacy. Mark and Fred discuss: Relationships Matter: Strong client and team relationships fuel growth. Stand Out: Differentiation through unique services drives success. Shared Ownership Wins: Employee equity fosters loyalty and growth. Community Impact: Supporting education and diversity builds a lasting legacy. Plan Ahead: Succession planning ensures stability and continued growth. Connect with Mark Dorman: Succession Plus US LinkedIn: Mark Dorman LinkedIn: Succession Plus Facebook: Succession Plus (330)-416-9271 mdorman@succession.plus Connect with Fred DeSanto ● LinkedIn About the Guest: Fred DiSanto is the Chairman and CEO of Ancora Investments, a leading Midwest-based investment firm managing over $10 billion in assets. With decades of experience in finance, Fred has built a reputation for innovation, leadership, and fostering strong client relationships. A graduate of Case Western Reserve University, Fred is passionate about talent development, philanthropy, and driving growth through proprietary strategies like activism and alternative investments. His dedication to community and excellence has made him a respected figure in the financial industry.

Chris Holman welcomes Chris Miller, SIOR, Senior Vice President, Martin Commercial Properties, Lansing, MI. This discussion is the first of three with Martin Commercial Properties team, and focuses on Industrial and Investment Advisory. These were the questions they cover in this conversation: With industrial vacancy rates holding steady, what factors are driving demand in the market, and how do you see this trend evolving in 2025? How are companies in the industrial sector adapting to supply chain challenges, and what role does location selection play in mitigating these risks? With major investments from companies like GM, Neogen, and Gestamp, how do these large-scale projects impact industrial property development and investor confidence? These interviews grow out of a series of three recent reports recently released by the company. You can access them at: https://martincommercial.com/marketinsights/ . Industrial '24 Market Insights: "INDUSTRIAL ‘24 Market Insights Greater Lansing Area, Michigan | H2 2024"​ The Greater Lansing Area industrial market experienced an increase in the average vacancy rate for leased industrial space, rising from 8.9% in H1 2024 to 11.5% in H2 2024. This increase was primarily driven by significant vacancies in the South Submarket, which saw its vacancy rate jump to 26.5%. Despite this, the overall market remains strong with healthy demand across most properties, particularly in the West Submarket, which boasts a low vacancy rate of 1.4% and positive net absorption of 63,096 SF. ​ Key developments in the market include Temperpack Technologies leasing 135,000 SF in the West Submarket, General Motors securing a $500 million federal grant for its Lansing Grand River plant, and the ongoing construction of Ultium Cells' 2.8 million SF battery plant. Additionally, Neogen and Gestamp are making significant investments in new facilities, further indicating strong investor confidence in the region. The largest owner-user sales in H2 2024 were 65,000 SF at 3366 Remy Dr. for $2.2 million and 55,000 SF at 2200 Olds for $1.1 million. ​ Absorption in the Greater Lansing industrial market totaled -179,614 SF in H2 2024, with the South Submarket experiencing the most significant negative absorption due to large vacancies. The North Submarket remained relatively stable with minimal changes and no major leases signed. Overall, the Greater Lansing Area continues to be viewed as a stable and promising market for long-term investment, supported by ongoing developments and strong demand in key submarkets. Investors and occupiers continue to view the Greater Lansing Area as a stable and promising market for long-term investment." » Visit MBN website: www.michiganbusinessnetwork.com/ » Subscribe to MBN's YouTube: www.youtube.com/@MichiganbusinessnetworkMBN » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/

2025 is set to be a pivotal year for investors, with major global trends and events set to reshape markets. So what are the key themes to watch out for this year, and how should investors navigate these themes? On Wealth Tracker, Hongbin Jeong speaks to Ritesh Ganeriwal, Head of Investment Advisory, Syfe, to find out more.See omnystudio.com/listener for privacy information.

Ritesh Ganeriwal, Syfe’s Head of Investment Advisory, discusses what investors should watch out for in US President Donald Trump's approach with tariffs. He also looks at whether tech stocks still look attractive. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information.

Gold has long been seen as a safe haven asset, especially during times of crisis. Its ability to retain value when other investments falter has earned it the reputation of a “doomsday asset.” Physical gold, in particular, stands out for its portability and reliability, while gold-backed ETFs appeal to those seeking liquidity and short-term trading opportunities. So how should investors navigate these options? And why is gold such a critical hedge in uncertain times? On The Wealth Tracker, Hongbin Jeong speaks with Alvin Chow, Assistant Director of Investment Advisory at iFast Global Markets to find out more. See omnystudio.com/listener for privacy information.

What's happening to the Lorraine H. Morton Civic Center? How has the Advisory Committee on Investment Responsibility changed? The Daily answers these questions and recaps other top stories from the last week. Read the full article: https://dailynorthwestern.com/2024/11/25/audio/the-weekly-morton-civic-center-advisory-committee-on-investment-responsibility-field-hockey-national-championship/

Financial technology, or Fintech, in Canada has traditionally trailed behind the U.S. by nearly a decade. Until recently, even basic processes like virtual onboarding were rare in Canada, where advisors and clients often dealt with stacks of paper for signatures and mailed-off documents. But a global pandemic has accelerated change, bringing digital solutions and smartphone-driven client experiences to the forefront.   In this episode of Global Thinking, Rob sits down with Oliver Yoon, Head of Harness Investment Management, to explore the rapidly evolving Canadian Fintech landscape. Together, they discuss Oliver's extensive experience in finance, Harness's mission to empower advisors with independent investment solutions, and how technology is transforming client interactions. They also dive into the role of AI in financial services and the exciting future for advisors embracing innovation.   Chapters 00:00 Introduction 01:07 Oliver Career in Finance 06:24 Understanding Harness and Its Role 09:56 The Importance of Independence in Canada 13:02 A Fintech Solution for Advisors 18:29 AI's Role in Financial Services 20:29 Future Opportunities for Harness 22:24 Competition and Unique Offerings 24:33 Personal Insights and Closing Remarks   Disclosures: https://forstrong.com/disclosures/ Global Thinking Podcast Series - https://forstrong.com/podcast/ Global Thinking Insights - https://forstrong.com/insights/  Who is Forstrong Global - https://forstrong.com/who-we-are/ Ask Forstrong - https://forstrong.com/category/ask-forstrong/ Invest With Us - https://forstrong.com/invest-with-us/  

Sarah Fromson, who is Chair of the Cambridge University Endowment Fund Investment Advisory Board.  She also holds a number of other Non Executive Board roles, including at the Calouste Gulbenkian Foundation, Quilter Investors, Capital Generation Partners among others. She spent 11 years as head of Investment Risk at the Wellcome Trust and prior to that was a Chief Investment Risk Officer at RBS Asset Management.  Our conversation starts with Sarah's ascent through the City in various investment and risk roles and discuss the evolution of the risk management function. We discuss how norms and corporate culture changed during this time, and how risk was handled at Wellcome Trust. We move then to discuss her portfolio career and what it takes to be an effective board member and chair.    This podcast is kindly supported by GCM Grosvenor. GCM Grosvenor is a global alternative asset management firm with a longstanding commitment to supporting small, emerging, and diverse investment managers. For over 30 years, the firm has developed expertise in funding and guiding these managers as part of its broader activity across alternative investments.  With over $20 billion in AUM dedicated to small and emerging managers and $16 billion in AUM dedicated to diverse managers, GCM Grosvenor leverages its experienced team, broad network, and proprietary sourcing capabilities to support their success. Through the Small, Emerging, and Diverse Manager Program, the firm creates opportunities for investors to access a wide range of talent while seeking to drive strong returns and impact. For more information, visit www.gcmgrosvenor.com.

Situazione dei mercati dopo il maxi taglio della Fed, ETF passivi e attivi, come investono gli Italiani vs gli Inglesi e tanto altro in quest'episodio con ospite Andrea Rocchetti, Head of Investment Advisory di Moneyfarm”  #ad Investi con Moneyfarm e scopri di più sulla promozione su Conto Titoli Informazioni e approfondimenti a questo link.  =============================================== In uscita il libro di The Bull! Sei già ricco ma non lo sai. Seguiteci anche su Instagram! =============================================== ATTENZIONE: nessun contenuto di questo podcast deve essere inteso come una raccomandazione di investimento. La citazione di determinati ETF è a mero scopo esemplificativo e non deve essere intesa in alcun modo come una sollecitazione all'acquisto di specifici prodotti finanziari. L'autore non è un consulente finanziario e non intende presentarsi come tale. Investire comporta dei rischi. Affidatevi sempre a dei professionisti e/o assicuratevi sempre di aver compreso pienamente il funzionamento, le implicazioni e i rischi di ciascun prodotto finanziario prima di investirvi del denaro. L'autore non è inoltre collegato ad alcuna società emittente di prodotti di investimento. Learn more about your ad choices. Visit megaphone.fm/adchoices

What is the biggest mistake the Fed could potentially make? With inflation cooling off, is the change in the Fed's behavior the right move?In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, dissect the Federal Reserve's recent decisions, the outlook for inflation, and why the economy's resilience might lead to unexpected outcomes. They dive into market breadth, the complexities of inflation data, and explore whether the Fed's continued hawkish stance is justified amid signs of softening inflation. Ryan and Sonu discuss: Market breadth and its impact on equity performanceInflation trends and underlying improvements in CPI and PPI dataThe Fed's recent hawkish signals and what they mean for future rate cutsClarification on the so-called petrodollar issue and its implicationsAnd more!Resources:Any questions about the show? Send it to us! We'd love to hear from you! factsvsfeelings@carsongroup.com Connect with Ryan Detrick: LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseX: Sonu Varghese

In the latest episode of the Imagine That podcast, Greg Weimer, host and CEO, sits down with Bill Winkeler, CFA, CFP®, Chief Investment Officer, for a “peak under the tent” of our Investment Advisory Committee. At Confluence, we believe that the portfolio is the engine that powers our clients' financial plans. As such, Greg and Bill discuss the multi-perspective management approach that is weaved into the Investment Advisory Committee, global events that have impacted the market, and the changes we've seen in the types of investment offerings available in recent years.Tune in to gain valuable insights on how Confluence is navigating the complex financial landscape to help improve outcomes for clients and their families. 

On this week's Stansberry Investor Hour, Dan and Corey welcome their colleague Bryan Beach back to the show. Bryan is the editor of Stansberry Venture Value and a senior analyst on Stansberry's Investment Advisory. Bryan kicks the show off by discussing the GameStop meme-stock craze and the deep-value market dynamics that were at play during the whole debacle. He argues that the "dumb money" folks (such as Keith Gill) got a bad rep and the self-titled "smart money" folks weren't very smart. (3:13) Next, Bryan talks about the bubbles in special purpose acquisition companies ("SPACs") and Software as a Service ("SaaS"). He points out that the pendulum can quickly swing from overloved to overhated. Bryan shares that, because of this, he's still finding winners in the SPAC scrap heap and he believes SaaS valuations are far too low today. He also explains how retail investors got clobbered by the smart money on SPACs and why cannabis stocks present such a good opportunity now with the impending reclassification of marijuana. (17:33) Lastly, Bryan emphasizes the importance of stop losses and "guideposts" since they take the emotion out of investing. This leads to a discussion of Amazon and its many drawdowns over the course of its trading history that would have stopped investors out. After, Bryan brings up small-cap restaurant-software company Par Technology and why he has so much hope for its future performance. (28:02) Dan and Corey close things out by talking more about the resurgence of meme stocks – GameStop and AMC Entertainment, in particular – and what it means for the market as a whole. Plus, they talk about this new era of inflation we're in, the worst-case scenario of rebounding inflation, and the long-lasting consequences of low interest rates. (55:39)

On this week's Stansberry Investor Hour, Dan and Corey welcome their colleague Bryan Beach back to the show. Bryan is the editor of Stansberry Venture Value and a senior analyst on Stansberry's Investment Advisory. Bryan kicks the show off by discussing the GameStop meme-stock craze and the deep-value market dynamics that were at play during the whole debacle. He argues that the "dumb money" folks (such as Keith Gill) got a bad rep and the self-titled "smart money" folks weren't very smart. (3:13) Next, Bryan talks about the bubbles in special purpose acquisition companies ("SPACs") and Software as a Service ("SaaS"). He points out that the pendulum can quickly swing from overloved to overhated. Bryan shares that, because of this, he's still finding winners in the SPAC scrap heap and he believes SaaS valuations are far too low today. He also explains how retail investors got clobbered by the smart money on SPACs and why cannabis stocks present such a good opportunity now with the impending reclassification of marijuana. (17:33) Lastly, Bryan emphasizes the importance of stop losses and "guideposts" since they take the emotion out of investing. This leads to a discussion of Amazon and its many drawdowns over the course of its trading history that would have stopped investors out. After, Bryan brings up small-cap restaurant-software company Par Technology and why he has so much hope for its future performance. (28:02) Dan and Corey close things out by talking more about the resurgence of meme stocks – GameStop and AMC Entertainment, in particular – and what it means for the market as a whole. Plus, they talk about this new era of inflation we're in, the worst-case scenario of rebounding inflation, and the long-lasting consequences of low interest rates. (55:39)

This program will provide an overview of the federal laws and regulations governing registered investment companies and investment advisers.    Questions? Inquiries about program materials? Contact Trenon Browne at tbrowne@bostonbar.org

Bringing People Together To Create Revenue Opportunities is covered in this podio, along with the following subjects: - The power of networking, collaboration, and community building - Discovering new ways to connect with others - How to create new revenue opportunities *********************************** Are you an entrepreneur or small business owner looking to create new revenue opportunities? Look no further! In this Livestream, we'll explore how bringing people together can unlock a world of potential for your business. We'll discuss the power of networking, collaboration, and community building in generating revenue and fostering growth. Get ready to discover new ways to connect with others and boost your bottom line. Let's dive in! Dale is an experienced Leader, Educator, and passionate Sales Professional with a demonstrated history of managing teams in the financial services and financial technology industry. His value-add is in bringing people and/or businesses together for the purpose of creating revenue opportunities. Dale is a skilled communicator and coach with expertise in Leadership, Training, Strategy, DE&I, Asset Management, Electronic Trade Execution, Prime Brokerage, Investment Advisory, and Relationship Management. He earned a Master of Business Administration (MBA) focused in Finance from Florida A&M University.   / dalefavors   https://www.adaptnlead.com/

I'm thrilled to share with you a treasure trove of financial wisdom from my latest episode with the remarkable Nate Goldenberg.

Achieve the lifestyle you've dreamed of in retirement with wealth management and investment planning from Goldstone Financial Group. Now serving clients in the Mt. Juliet area of Nashville, TN. More details at https://goldstonefinancialgroup.com/ Goldstone Financial Group City: Oakbrook Terrace Address: 18W140 Butterfield Road Website: https://goldstonefinancialgroup.com/ Phone: +1-630-620-9300 Email: contactus@goldstonefinancialgroup.com

Estate taxes and planning is a complex topic. How do you minimize taxes after you're gone? Is there such a thing as “too much” to pass down? What are the exceptions? We are tackling these questions and more in this conversation.Today, we are joined again by Jim Benckendorf, a partner at Benckendorf & Benckendorf Law Firm and someone who concentrates in complex estate and tax planning, trusts, and probate.In this episode, Jim shares when you likely need to worry about estate taxes, who should be focused on legacy and estate planning, strategies they use to help their clients plan for the future in their firm, and more.//Grab a Free Resource at http://retirewith210.com/ --Prefer to watch? Find video versions of every episode on our YouTube channel.Learn how our team at 210 Financial can help you plan for the future at www.210financial.com --Like more free resources? Grab one of our free guides here.//Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.Insurance products are offered through the insurance business 210 Financial. 210 Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by 210 Financial are not subject to Investment Advisor requirements.All investments are subject to risk including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Any and all other services related to insurance are an outside business activity and are not offered through or supervised by AE Wealth Management, LLC. Please remember that converting an employer plan account to a Roth IRA is a taxable event. Annuities are insurance products that may be subject to restrictions, surrender charges, holding periods, or early withdrawal fees which vary by carrier. Annuities are not back or FDIC insured.This podcast is for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.210 Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by 210 Financial.Jim Benckendorf is not affiliated with 210 Financial or AE Wealth Management, LLC.

Good intentions with no actions can lead to a lot of difficult times.No one enjoys discussing end-of-life issues, but the reality is that every one of us is going to die someday. That means that the topic of this episode pertains to everyone. We are talking about estate planning and how you should consider planning ahead to leave what you have to those you leave behind.We are joined by Jim Benckendorf, a partner at Benckendorf & Benckendorf Law Firm and someone who specializes in complex estate and tax planning, trusts, and probate.In this episode, Jim shares what happens if you don't take the time to make your wishes known, how to ensure your assets are passed down correctly, which legal precedents supersede others, and more.//Grab a Free Resource at http://retirewith210.com/ --Prefer to watch? Find video versions of every episode on our YouTube channel.Learn how our team at 210 Financial can help you plan for the future at www.210financial.com --Like more free resources? Grab one of our free guides here.//Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.Insurance products are offered through the insurance business 210 Financial. 210 Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by 210 Financial are not subject to Investment Advisor requirements.All investments are subject to risk including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Any and all other services related to insurance are an outside business activity and are not offered through or supervised by AE Wealth Management, LLC. Please remember that converting an employer plan account to a Roth IRA is a taxable event. Annuities are insurance products that may be subject to restrictions, surrender charges, holding periods, or early withdrawal fees which vary by carrier. Annuities are not back or FDIC insured.This podcast is for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.210 Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by 210 Financial.Jim Benckendorf is not affiliated with 210 Financial or AE Wealth Management, LLC. 2159176-12/23

Have you ever received a confusing text letting you know that a USPS package couldn't be delivered? Or maybe you got an email plea requesting you send money to a stranded friend? Scams to access your computer, bank information, or credit cards increase around the holidays, and keeping your information secure in a digital age can be a challenge.In today's episode, we are joined by Mike Kaluza, a seasoned IT professional and the president of Synergetic Technologies. With years of experience in the ever-evolving landscape of cyber security, Mike has dedicated his career to ensuring that businesses stay protected in the digital realm.In this conversation, Mike helps us open our eyes to the world of cyber security, shares how to protect yourself online, and gives us best practices when using our various devices.If you own a smartphone, credit card, or computer, you won't want to miss this one!//Grab a Free Resource at http://retirewith210.com/ --Prefer to watch? Find video versions of every episode on our YouTube channel.Learn how our team at 210 Financial can help you plan for the future at www.210financial.com --Like more free resources? Grab one of our free guides here.//Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.Insurance products are offered through the insurance business 210 Financial. 210 Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by 210 Financial are not subject to Investment Advisor requirements.All investments are subject to risk including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Any and all other services related to insurance are an outside business activity and are not offered through or supervised by AE Wealth Management, LLC. Please remember that converting an employer plan account to a Roth IRA is a taxable event. Annuities are insurance products that may be subject to restrictions, surrender charges, holding periods, or early withdrawal fees which vary by carrier. Annuities are not back or FDIC insured.This podcast is for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.210 Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by 210 Financial.Mike Kaluza is not affiliated with 210 Financial or AE Wealth Management, LLC. 2159176-12/23

Creating a seamless client experience in the travel industry requires effective communication, collaboration, and attention to detail. By sharing comprehensive information with DMCs, travel advisors enable them to craft personalized itineraries that meet the client's expectations. In this episode, George Eliades of Seez Travel discusses the importance of creating consistent client experiences and shares insights on what information is helpful for a supplier to have in order to create unforgettable itineraries. Learn about the significance of setting boundaries, effective communication with DMCs, and the importance of managing client expectations. By following these best practices and fostering strong partnerships with DMCs, travel advisors can elevate their client offerings and contribute to an exceptional travel experience for their clients. About George Eliades: George is currently the Managing Director at Seez Travel, a luxury DMC specializing in Greece. He brings experience from previous roles at ALGEAN GROUP, OMNI APIQO, Alpha Finance and Kappa Securities. George Eliades holds a 1988 - 1991 BA in Business Administration @ The American Intercontinental University. With a robust skill set that includes Investment Banking, Equities, Investment Advisory, Investments, Business Planning and more, George Eliades contributes valuable insights to the industry. seeztravel.com/#/our-team Today we will cover: (03:35) George's background in finance and the story behind the name "Seez" (10:50) How boundaries can enhance professionalism and improve client experiences (16:10) The proposal process and its impact on suppliers (22:00) Essential details to include in a proposal (24:50) Questions to ask to understand the logistics of the destination, including transportation, walkability, and managing client expectations (29:30) Why you should check flight availability before moving forward with the proposal (31:50) Best practices for communication with DMCs (39:45) Providing hotels with client information in order to create a luxury experience (47:10) The need for good communication; Uncertainty leads to a breakdown in trust CLIENT COMMUNICATION TEMPLATES: tiquehq.com/client-communication-templates All of the email, form, & task list templates you need to deliver a high-end booking experience for your travel clients! SEMI CUSTOM BRAND KITS: tiquehq.com/semi-custom-brands Browse our collection of pre-designed brand kits that are customized to your brand's unique personality by our talented Creative Director! _____ JOIN OUR NICHE COMMUNITY: www.tiquehq.com/niche FOLLOW ALONG ON INSTAGRAM: www.instagram.com/tiquehq CHECK OUT OUR SERVICES & PROGRAMS: www.tiquehq.com

We have the honor of being joined by David Walker, former Comptroller General of the United States and someone who was the CEO of the U.S. Government Accountability Office (GAO) from 1998 to 2008.Needless to say, he has a lot of insight into where the country is headed and how that could affect your dollars.In this episode, David is helping us discuss the state of the American economy, some strategies the average person can do to prepare, how the country might achieve fiscal responsibility, and more!This was truly an insightful conversation and it's one you don't want to miss!//Grab a Free Resource at http://retirewith210.com/ --Prefer to watch? Find video versions of every episode on our YouTube channel.Learn how our team at 210 Financial can help you plan for the future at www.210financial.com --Like more free resources? Grab one of our free guides here.//Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.Insurance products are offered through the insurance business 210 Financial. 210 Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by 210 Financial are not subject to Investment Advisor requirements.All investments are subject to risk including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Any and all other services related to insurance are an outside business activity and are not offered through or supervised by AE Wealth Management, LLC. Please remember that converting an employer plan account to a Roth IRA is a taxable event. Annuities are insurance products that may be subject to restrictions, surrender charges, holding periods, or early withdrawal fees which vary by carrier. Annuities are not back or FDIC insured.This podcast is for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.210 Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by 210 Financial.AEWM provides services without regard to political affiliation and the views of individual advisors are not necessarily the views of AEWM. David Walker is not affiliated with 210 Financial or AE Wealth Management, LLC. Opinions expressed by David Walker are his own opinions and not necessarily the views of AEWM.  2135194-12/23

Gail Taylor is a Canadian songwriter, keynote speaker, entrepreneur, and passionate advocate for the power of music to inspire change. Her catalog of 13 published songs draws from her life experiences and imparts invaluable messages, taking centre stage in her speaking engagements. For the past 35 years, Gail has stood on stage and spoken about finance and socially responsible investing. Her journey began in the business world, where she honed her skills and expertise. Gail attained her CIMA designation (Certified Investment Manager Analyst) from Wharton University, acquired her MBA at Queen's University, and underwent executive training at Harvard Business School, all while building a successful Investment Advisory practice. In the late 70's, she embarked on a parallel journey, one dedicated to personal betterment and the art of setting and achieving goals. She is currently penning her second book – Curve Balls – personal stories and tools to inspire folks to take action in designing their own lives. Entrepreneurs are the backbone of Canada's economy. To support Canada's businesses, subscribe to our YouTube channel and follow us on Facebook, Instagram, LinkedIn and Twitter. Want to stay up-to-date on the latest #entrepreneur podcasts and news? Subscribe to our bi-weekly newsletter

Your Retirement Blueprint Podcast is back for Season 2! We have so many exciting things planned for this season of the podcast, including some incredible guests that we're eager to introduce you to.As we approach the end of the year, this is a time when many of us revisit our goals, look over where we're at, and consider shifts we need to make.In this episode, we want to invite you to revisit your goals and your plan for reaching them. By considering tax-beneficial investment opportunities, giving strategies, and the value of long-term planning, you are able to make it much more likely that you will reach and even exceed your financial goals.Enjoy the episode!//Grab a Free Resource at http://retirewith210.com/ --Prefer to watch? Find video versions of every episode on our YouTube channel.Learn how our team at 210 Financial can help you plan for the future at www.210financial.com --Like more free resources? Grab one of our free guides here.//Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.Insurance products are offered through the insurance business 210 Financial. 210 Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by 210 Financial are not subject to Investment Advisor requirements.All investments are subject to risk including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Any and all other services related to insurance are an outside business activity and are not offered through or supervised by AE Wealth Management, LLC. Please remember that converting an employer plan account to a Roth IRA is a taxable event. Annuities are insurance products that may be subject to restrictions, surrender charges, holding periods, or early withdrawal fees which vary by carrier. Annuities are not back or FDIC insured.This podcast is for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.210 Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by 210 Financial. 2103578-11/23

Gail Taylor is extraordinary! She found her purpose in midlife and found a way to build her finance career around that purpose. She then pivoted full time into a career helping others full time, using her passion for music and "superpower" of songwriting to help others meet life's challenges with grace and intention. In this episode, Gail shares the story of her midlife reinvention, in which she traded a successful finance career to help others become their best selves. Her unique public speaking approach harnesses her songwriting talent to motivate and inspire. She became a songwriter at age 62, as well as a keynoter speaker, entrepreneur and passionate advocate for the power of music to inspire change. Her catalog of 13 published songs (produced and recorded in Nashville) draws from her life experiences and imparts invaluable messages, taking center stage in her speaking engagements. She considers songs to be stories, and she uses her powerful songs drawn from her personal experiences to help others re-write their own stories. For the past 35 years, Gail has stood on stages and spoken about finance and socially responsible investing. Her journey began in the business world, where she honed her skills and expertise. She attained her Certified Investment Manager Analyst (CIMA) designation from Wharton University, acquired her MBA at Queens University, and underwent executive training at Harvard Business School, all while building a successful Investment Advisory practice.  In the late 1970s, she embarked on a parallel journey, one dedicated to personal betterment and the art of setting and achieving goals. Then she started learning and playing the piano at age 58! Music flooded into her life, and she retired at 61 to begin studying music in earnest (including at Berklee School of Music--my son's alma mater). She reinvented herself as a musician. She is currently penning her second book, Curve Balls, which contains personal stories and tools to inspire folks to take action in designing their own lives. She started a kickstarting campaign (see below) to help her continue to get her messages out and be on stage in the empowerment world. She observes that the Covid pandemic and opioid crisis presented both challenges and opportunities for people to consider reinventing their lives. Her primary speaking topics are mental health and addiction; empowering women, having worked in a male-dominated industry for most of her career; and tools for leveling up one's life. Her mission is to help as many people as she can to deal with life's curveballs. You can learn more about Gail, support her and follow her work at the links below. Her current Kickstarter campaign (ending 12/22/23) will help her help others and includes clever rewards, like digital access to her upcoming book and the music that accompanies the book, an autographed copy of her book, having your name in her book, an inspirational pendant necklace (which include messages like "Be Your Own Wings"), public speaking discounts and private mentoring sessions with tools to uplevel your life. Gail will even write an acoustic custom song and create a photo video (at $1,000 off her customary price) for someone a donor loves, interviewing the donor and using personal stories to write the lyrics. Those who donate to the campaign can keep the rewards or gift them to others. Listen to this episode and be inspired! Website: http://www.gailtaylormusic.com Kickstarter: https://www.kickstarter.com/projects/gailtaylormusic/curve-balls-an-inspirational-book-speaking-circuit Instagram: http://www.instagram.com/gailtaylormusic Facebook: http://www.facebook.com/gailtaylormusic TikTok: http://www.tiktok.com/gailtaylormusic Youtube: http://www.youtube.com/gailtaylormusic Spotify: https://open.spotify.com/artist/1IpG4HEUG1OPL5bOtUgZhx?si=MG_ySn6aS0eHDO9-AKsaGQ Speakers Bureau of Canada: https://speakerscanada.com/keynote-speaker/gail-taylor/ LinkedIn: https://www.linkedin.com/in/gailtaylor1/ --- Support this podcast: https://podcasters.spotify.com/pod/show/maria-leonard-olsen/support

Welcome back to another episode of The Lila Life Show! In this episode, Linda spoke with Debra Schatzki, CFP®, CLU, owner and founder of BPP Wealth Solutions. Debra is passionate about financial planning and helping people fulfill their dreams because she believes that the key to finding financial success runs parallel to deciphering what you really want out of life. She helps clients figure out their dreams and then how to get them there, one step at a time. Debra has been a professional in the wealth management business for more than 30 years. She started while in college working with her mother to create pension plans. In 1997, Debra created Financial Services in a Box, a financial planning model licensed to accounting firms. Simultaneously, she ran those accounting firms' Financial Services and Investment Advisory divisions. In 2010, Debra founded her own consulting and registered investment advisory company, BPP Wealth Solutions, LLC. Debra went to Pace University in New York City, where she studied accounting and finance. She completed her Certificate in Financial Planning in 1987 earning her the right to use the CFP® mark. Debra is certified as a Chartered Life Underwriter (CLU) and an Accredited Estate Planner (AEP). Debra loves being an independent advocate for our clients. She helps her clients achieve their goals and is inspired by people who care deeply about their families, their businesses, and their futures. What Debra does is integral to ensuring all BPP clients receive the planning and advisory services they need to grow their futures. Debra and her husband created Project Enterprise (PE), a Community Financial Development Institution that provided business training, business loans and networking opportunities to micro-entrepreneurs and tiny businesses. Debra is also passionate about cooking and traveling. She lives in New Jersey with her husband Nick, an actor and voiceover artist. They have a grown daughter and a teenage son, two dogs, and a cat. Debra offers a Security Income Planning service. You can refer to her website https://www.bppwealth.com/about-us to find out more. --- Support this podcast: https://podcasters.spotify.com/pod/show/lila-life/support

I've been thinking a lot recently about the topic of finding balance, especially in the context of this volatile, uncertain world we're living in. Often people tell me they can't find balance because they don't seem to be able to step off that hamster wheel. Well today I'm delighted to welcome a guest to the podcast who is going to help us think differently about the power of a reset moment in the midst of a intense career trajectory.Tingting Peng is Chief Capital, Strategy, and Impact Officer at Moove, a successful leader in fintech, an angel investor and advisor to startups. She is a graduate of MIT with an MBA from London Business School. Tingting is a member of the Milken Institute's Young Leaders Circle and has been recognised by Fintech Magazine as a Top 100 Women in Fintech for 2023.But this stellar career path has not been without its bumps and we'll be talking today about what that looked like and what Tingting learned from navigating the potholes on the road to success. Of course ever curious, I'm fascinated to learn about the Unlock Moments of remarkable clarity that helped her find clarity on the journey.--Tingting Peng: https://www.tingtingpeng.com/aboutMoove: https://www.moove.io/ --The Unlock Moment podcast is brought to you by Dr Gary Crotaz, PhD. Find out more at https://garycrotaz.com and https://theunlockmoment.com

Phil Orlando, Chief Equity Strategist at Federated Hermes, joins to discuss the outlook for markets and the Fed and gives his recession call. Nancy Curtin, Partner and Global CIO/Head of Investment Advisory at AlTi Tiedemann Global, discusses her outlook for markets in the US and globally and if the US can avoid recession. Reginald DesRoches, President of Rice University, joins to discuss higher education, student loans, acceptance rates, and other issues involving American universities. Matt Stucky, Senior Portfolio Manager at Northwestern Mutual, joins to discuss his market outlook and sectors he likes for the rest of 2023. Ed Price, Senior Fellow at NYU and Principal at Ergo, joins to talk about the war in Ukraine and geopolitical risks. Ivana Delevska, founder and CIO at Spear Invest, joins to talk about investing strategies and outlook for markets. Amanda Rebello, Head of Xtrackers Sales, US Onshore at DWS Group, joins to give her market analysis and her role at DWS. Hosted by John Tucker, Bailey Lipschultz and Carol Massar.  See omnystudio.com/listener for privacy information.

Bill and Becky chat with Allan Roth today.  Allan is the founder of Wealth Logic, LLC., an hourly-based Investment Advisory and Financial Planning firm that uses behavioral finance, logic, and data to develop a financial approach that will produce significantly higher real returns than most investors for their desired level of risk.  He has been working in the investment world for 25 years in corporate finance and also has additional decades of experience in portfolio construction and performance benchmarking. Allan takes pride in being mocked on a semi-regular basis by some financial professionals for his hourly fee model and its apparent inability to make him rich. He is also the author of How A Second Grader Beats Wall Street and writes for AARP, Barron's, ETF.com, Advisor Perspectives, and others.  Allan has taught investments and behavioral finance at the University of Denver, Colorado College, and the University of Colorado at Colorado Springs and currently teaches continuing education classes on the subject to CPAs, attorneys, and CFP® certificants. Despite the many credentials he has earned, Allan claims he can still keep investing simple and “dares us to be dull” and think like second graders in our investing. His professional goal is never to be confused with Jim Cramer. Connect with us! @catchinguptofi  buy CUtFI a coffee Resources mentioned on the show: Wealth Logic - Dare to be Dull How a Second Grader Beats Wall Street by Allan Roth A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing by Burton G. Malkiel The Millionaire Next Door: The Surprising Secrets of America's Wealthy by Thomas J. Stanley Prospect Theory Predictably Irrational by Dr. Dan Ariely The Bogleheads' Guide to the Three-Fund Portfolio: How a Simple Portfolio of Three Total Market Index Funds Outperforms Most Investors with Less Risk by Taylor Larimore The Simple Path to Wealth: Your road map to financial independence and a rich, free life by JL Collins How to Think About Money by Jonathan Clements The Four Pillars of Investing: Lessons for Building a Winning Portfolio by William J. Bernstein The Little Book of Common Sense Investing: The Only Way to Guarantee Your Fair Share of Stock Market Returns by John C. Bogle Common Sense on Mutual Funds by John C. Bogle tipsladder.com Fama and French's Three-Factor Model Open Social Security: Free, open-sourced Social Security strategy calculator The Long View Podcast Episode: I Embrace Dumb Beta with Allan Roth Catching Up to Fi Episodes 008 & 009: We're Talking Millions! With Paul Merriman bogleheads.org Morningstar Yahoo Finance Winning the Loser's Game: Timeless Strategies for Successful Investing by Charles D. Ellis 2023 Bogleheads Conference   Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.

Brad is dedicated to helping clients create financial independence through a well-thought-out financial strategy for retirement. As a junior in high school, Brad knew he wanted to be a financial advisor and help others work toward their retirement dreams. He then went on to attend Eastern Michigan University and graduated with his Bachelor's Degree in finance.Following college, he spent the first decade of his career with a regional consulting firm, honing his skills. He went on to open his own firm and focus on his love of providing retirement advice. With more than 17 years of experience working with retirees and those near retirement, Brad enjoys connecting with clients and prospects by conducting informational seminars and workshops in the community.Brad is a very family-centered person. In November of 2021, Brad and his wife Angie welcomed their first child, Eleanor Grace. Also, a part of the family is rescue dogs Lucy and Ocque. When out of the office, Brad enjoys golfing, taking the dogs to the park, and creating memories with his family.Learn More:https://jonesretirement.com/Securities products and services made available through AE Financial Services, LLC (AEFS), member FINRA/SIPC. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Insurance products are offered through the insurance business Jones Retirement Advisors, LLC. Jones Retirement Advisors, LLC is also a Financial Services practice that offers products and services through AE Financial Services, LLC (AEFS), member FINRA/SIPC. Jones Retirement Advisors, LLC is also an Investment Advisory practice that offers investment advisory products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEFS and AEWM do not offer insurance products. The insurance products offered by Jones Retirement Advisors, LLC are not subject to regulatory requirements or standards of care applicable to registered representatives and are not subject to Investment Advisor requirements.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-brad-jones-founder-and-financial-advisor-with-jones-retirement-advisors

Brad is dedicated to helping clients create financial independence through a well-thought-out financial strategy for retirement. As a junior in high school, Brad knew he wanted to be a financial advisor and help others work toward their retirement dreams. He then went on to attend Eastern Michigan University and graduated with his Bachelor's Degree in finance.Following college, he spent the first decade of his career with a regional consulting firm, honing his skills. He went on to open his own firm and focus on his love of providing retirement advice. With more than 17 years of experience working with retirees and those near retirement, Brad enjoys connecting with clients and prospects by conducting informational seminars and workshops in the community.Brad is a very family-centered person. In November of 2021, Brad and his wife Angie welcomed their first child, Eleanor Grace. Also, a part of the family is rescue dogs Lucy and Ocque. When out of the office, Brad enjoys golfing, taking the dogs to the park, and creating memories with his family.Learn More:https://jonesretirement.com/Securities products and services made available through AE Financial Services, LLC (AEFS), member FINRA/SIPC. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Insurance products are offered through the insurance business Jones Retirement Advisors, LLC. Jones Retirement Advisors, LLC is also a Financial Services practice that offers products and services through AE Financial Services, LLC (AEFS), member FINRA/SIPC. Jones Retirement Advisors, LLC is also an Investment Advisory practice that offers investment advisory products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEFS and AEWM do not offer insurance products. The insurance products offered by Jones Retirement Advisors, LLC are not subject to regulatory requirements or standards of care applicable to registered representatives and are not subject to Investment Advisor requirements.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-brad-jones-founder-and-financial-advisor-with-jones-retirement-advisors

Have you ever considered that your big WHY, the deep connection you have to your values, can also be your North Star in building true wealth? In this episode, Tracy introduces you to Debra Schatzki, a seasoned financial advisor and wealth management strategist. Debra is a visionary who helps make dreams come true through meticulous planning and strategic collaboration. Debra believes that true wealth goes beyond financial abundance. It's about embracing the two sides of the hand: service and impact on one side, and money on the other.  During the conversation, Debra shares powerful insights about the importance of having a deep WHY, a purpose that is connected to your core values. She encourages you to ask yourself what legacy you want to leave behind and what you want your grandkids to know about your journey. Get ready to redefine your concept of true wealth as Debra shares her wisdom and guidance. Join Tracy and Debra on this enlightening journey, and learn how to unlock your true wealth potential. Highlights of our conversation: True wealth extends beyond financial abundance, encompassing the alignment of your values and aspirations. BPP Wealth takes a holistic approach to wealth management, focusing on both service/impact and financial aspects. Asking for what you truly want opens up possibilities and helps you align your goals with your core values. Health, wealth, and fun are the pillars of a fulfilled life, and they should be considered in wealth-building strategies. Debra Schatzki's book, "Chaos to Joy," shares inspiring stories of women who found transformation by asking for help, demonstrating the power of vulnerability and courage. Debra's Bio: Debra helps clients fulfill their dreams. Debra Schatzski has been a professional in the wealth management business for more than 30 years. She started while in college working with her mother to create pension plans. In 1997, Debra created Financial Services in a Box, a financial planning model licensed to accounting firms. Simultaneously, she ran those accounting firms' Financial Services and Investment Advisory divisions. In 2010, Debra founded her own consulting and registered investment advisory company, BPP Wealth Solutions, LLC. Find Debra: 10% Savings for “Chaos to Joy” book Website LinkedIn Facebook Connect With Us: Schedule Strategy Session with Tracy Tracy's LinkedIn Business Page LinkedIn

Nancy Curtin, Partner and Global CIO/Head of Investment Advisory at AlTi, joins to discuss markets, the Fed, and outlook for China and Japan as emerging markets. Lee Klaskow, Senior Analyst of Freight Transportation and Logistics with Bloomberg Intelligence, joins us to talk UPS earnings. Chris Whalen, Chairman at Whalen Global Advisors, discusses the Moody's credit downgrade for US banks and outlook for the sector. Nancy Tengler, CEO and CIO at Laffer Tengler Investments, joins to talk markets and investing and the launch of her new ETF today. Margie Patel, Senior Portfolio Manager at Allspring Global Investments, joins to discuss how the markets are pricing in the Fed's possible last rate hike of its aggressive tightening campaign. Michael Shah, Senior Industry Analyst with Bloomberg Intelligence, discusses Danish company Novo Nordisk A/S after its obesity drug cut heart risks in a major trial, as well as other biotech news. Ryan Lockwood, CFO of CarParts.com (NASDAQ: PRTS), joins to discuss earnings and outlook for consumers and his company. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Welcome back and thank you all for tuning in to the latest and final episode of the Working Within Podcast! In this episode we are joined by Shannon Jones, Chief People Officer for FirstBank. We dive into topics like creating community trust, betting on your leadership skills, and trailblazing from associate to c-suite.  Shannon Jones is the Chief People Officer for FirstBank, and has worked for the bank since June 1997, starting as an intern. Shannon serves on the Bank's Senior Leadership Team and the following internal committees: Black/African American Business Development Group, Strength Through Recognition of Inclusion Diversity and Equity (STRIDE), Investment Advisory, Internal Compensation, Community Reinvestment and Involvement Oversight. Shannon serves on the Board of Directors for the Aurora Public Schools Foundation, The Women's Foundation of Colorado, and the CU Denver Business School Board of Advisors. She also served on the Leadership Advisory Council for the Black Progress in Education Fund and The Dearfield Fund. In October 2015 Shannon was the awardee for the Young Professional of the Year through the Colorado Women's Chamber of Commerce. Please enjoy this meaningful conversation! As always, thank you for tuning in.

Ralph Adamo is the President & CEO of Integrity Wealth Management, and the author of Integrity @ Work: Finding Your Financial True North. There's no shortage of financial advisors out there. So how do you pick one that's right for you? It's not always a simple answer. That's one of the primary reasons why Ralph Adamo wrote the book, Integrity @ Work: Finding Your Financial True North, which serves as a roadmap to finding the right financial advisor and the right advisory firm. Integrity @ Work explains what it means to have comprehensive advice.  Ralph has been in this space for more than 30 years – and this book mirrors his firm's day‐to‐day values – the processes and value systems that he emphasizes and works hard to deliver every day. Ralph Adamo is registered with and securities are offered through Kovack Securities, Inc. Member FINRA/SIPC, 6451 N. Federal Highway, Suite 1201, Ft. Lauderdale, FL 33308. Tel: 954-782-4771. Investment Advisory services are offered through Kovack Advisors, Inc. Integrity Wealth Management is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. -- Critical Mass Business Talk Show is Orange County, CA's longest-running business talk show, focused on offering value and insight to middle-market business leaders in the OC and beyond. Hosted by Ric Franzi, business partner at Renaissance Executive Forums Orange County. Learn more about Ric at www.ricfranzi.com. Catch up on past Critical Mass Business Talk Show interviews... YouTube: https://lnkd.in/gHKT2gmF LinkedIn: https://lnkd.in/g2PzRhjQ Podbean: https://lnkd.in/eWpNVRi Apple Podcasts: https://lnkd.in/gRd_863w Spotify: https://lnkd.in/gruexU6m #orangecountyca #mastermind #ceopeergroups #peergroups #peerlearning    

We are back with more Accountable!  In this episode, we are talking with Jennifer Elder about goal setting - what gets in our way, what we can do better, and why setting goals is so important.  Whether you are new to the industry or you have been in it for years, this is a can't miss episode!Jennifer Elder is a CPA, business consultant, speaker, and New Hampshire Board of Accountancy Board Member.   Visit her website:  https://www.sustainablecfo.com/Or contact her:  jelder@sustainablecfo.comCome check us out at:  https://www.petersprofessionaleducation.com/Or our YouTube channel: https://www.youtube.com/channel/UCBLKAMd0JeKpm6Y9rv4_oLQThe views depicted are for informational purposes only and should not be considered specific investment advice or recommendations for any specific individual.Financial and Investment Advisory services offered through CFO Capital Management. Brokerage and Custodial Services offered through TD Ameritrade Institutional, member FINRA and SIPC. CFO-CM and TDA are not affiliated.  Tax services are provided by Peters Tax Preparation & Consulting, PC and are not provided by CFO Capital Management.

Alison Williams, Senior Global Banks & Asset Managers Analyst with Bloomberg Intelligence, and Herman Chan, Senior Regional Banks Analyst with Bloomberg Intelligence, joins the program to discuss the Fed Bank Stress Tests. Jackie Bowie, Managing Partner and Head of EMEA for Chatham Financial, joins the program to discuss inflation in the UK and across Europe. Chris Whalen, at Whalen Global Advisors, joins to discuss Jay Powell's comments from this week and the Banks' Fed Stress Test and outlook for the big banks and regionals. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, joins in studio to discuss sectors and stocks on the move and what could outperform the market amid various economic headwinds. Jonathan Levin, Opinion Columnist with Bloomberg News, discusses his article on Carnival cruises and what he thinks it portends about 2Q earnings. Bloomberg Intelligence Senior Gaming and Lodging Analyst Brian Egger also joins, discussing Carnival and outlook for the industry. Nancy Curtin, Partner and Global CIO/Head of Investment Advisory at AlTi, joins to discuss markets, the Fed, and outlook for China and Japan as emerging markets. Stacey Stevenson, CEO at Family Equality, discusses diversity hiring efforts and how they've been prioritized as businesses tighten spending and face challenging legislation from lawmakers. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

Mike and Trey interview CEO, Entrepreneur, and author of Balls and Strikes; The Rules of the Game Regarding your 401(K), Tehrrek (rhymes with Eric) Fitzpatrick. A native Texan, Tehrrek shares his background, leadership thoughts, and what makes his Investment Advisory firm different. It was a great interview and we are looking forward to touching base again when his new book, Heels and Deals comes out! Links: To get a copy of the book: https://www.ballsandstrikesbook.com/ The Fitzpatrick Group: https://www.fitzgrp.com

In this episode of The Active Advisor podcast, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital is joined by Patrick Huang, CAIA and Director of Investments at Source Financial Advisors, an independent firm offering wealth management and investment planning services. The conversation cuts across multiple wealth management and investment planning touchpoints, including: The primary value offering at Source Financial Advisors Patrick's investment philosophy How investment strategies evolve in a dynamic economic environment The advantages offered by going independent Advice for consultants pivoting from a wirehouse to an independent advisor

In this episode of The Active Advisor podcast, hosts Bryan Moore and JR Shields, CETF, of Harbor Capital are joined by Taylor Nissi, CFP®, CTLC®, Partner at Pleasant Street Wealth Advisors, a family-owned financial planning and wealth management company. The conversation cuts across multiple financial and wealth management touchpoints. Join them as they discuss: Benefits of independent wealth management companies The client persona at PSWA Key attributes of successful financial planners Tips for financial planners wanting to go independent Share advice for upcoming financial management professionals

Tarang Gupta and Nidhi Singh host Alex Harris, Founding Partner at Fiat Growth and GP at Fiat Ventures. Fiat Growth is a growth shop focused on data backed decision making, innovation, iteration and execution. In this episode you will hear about - Alex's experience of working at high-growth fintech startups - Fiat's belief in supporting founders from underrepresented communities - Interesting trends in the fintech industry - Why Alex prioritized happiness over money in his career And much more! About Alex Harris Alex is the Founding Partner of Fiat Growth and is a General Partner at Fiat Ventures. Alex possess deep experience as a growth operator, most recently he led Paid Growth and Partnerships at Chime, leading them from Series A to Unicorn status at Series D. At Fiat, Alex has helped many fintech brands grow including Bestow, Sundae, Root, Trellis, Simplist and Greenwood among others. Alex holds an undergraduate degree from the University of California at Berkeley, as well as a Juris Doctorate and MBA from Seattle University. About Fiat Growth Fiat Growth is the market leading growth shop in the startup space built to optimize growth in a capital efficient way without sacrificing the need for top talent. The diverse team includes leaders from Chime, SoFi, Paypal, Credit Karma, Steady, Unison, Ripple, Amex and other market leaders. With headquarters in SF and NYC, the team offers holistic growth tailored to a company's individual needs and goals. Areas of expertise include: Go-To-Market Strategy, Lifecycle, Referral, Paid Growth, Design, Affiliate and Strategic Partnerships, Influencer Marketing and Investment Advisory. For more FinTech insights, follow us on WFT Medium: medium.com/wharton-fintech WFT Twitter: twitter.com/whartonfintech WFT Instagram: instagram.com/whartonfintech Tarang's Twitter: twitter.com/tg_tarang Tarang's LinkedIn: linkedin.com/in/taranggupta100