Podcasts about investment news

Smart, Not Spoiled: The 7 Money Skills Kids Must Master Before Leaving the Nest by Chad Willardson https://www.amazon.com/dp/1544524250 Chadwillardson.com Two-thirds of American parents today think their children are spoiled. From toys and laptops to smartphones and cars, our kids have grown increasingly entitled in what they believe we should do for them. Kids may not appreciate the value of a dollar, but it's hard to blame them. After all, what have they learned about money? Managing finances is rarely covered in schools, and as a parent, you probably don't know where to start. How do you provide a strong foundation of financial knowledge for your kids with these gaps? What should they learn each year? How do you teach a skill set you never received yourself? In Smart, Not Spoiled, financial expert and bestselling author Chad Willardson provides you with practical tools, tips, and stories that will help you teach the kids in your life how to think about money. Chad explores the seven skills your kids should know—and master—before they're adults and helps you improve the financial literacy of everyone in your household. When it comes to financial success, you want your kids informed and prepared. This book is your chance to learn together so that the new path you forge for future generations is the right one. About the author Chad Willardson, CFF, CRPC, AWMA, is the President of Pacific Capital (a fiduciary wealth advisory firm he founded in 2011 that serves entrepreneurs and families) and ELEVATED (a coaching program for a select group of growth-focused entrepreneurs). He is the author of six best-selling books, creator of a new banking app that helps kids manage money, and Co-Host of The Smart Money Parenting Show, number 2 Podcast on Apple worldwide for Parenting, Kids & Family. Before founding Pacific Capital, he spent 9 years at Merrill Lynch, where he ranked in the top 2 percent of over 16,000 Financial Advisors nationally. In addition to serving the family office clients of Pacific Capital, Chad also manages the 650 million dollar investment portfolio as the elected City Treasurer in his community. Chad is recognized as one of the top wealth management experts in the country and has appeared in The Wall Street Journal, Forbes, Inc., NASDAQ, Yahoo Finance, U.S. News & World Report, InvestmentNews, Entrepreneur, and Financial Advisor Magazine. He lives in Southern California with his wife, Amber, and their five children.

Today, clients are asking better questions online, and the firms that show up clearly may earn more attention. What does your digital presence tell search tools, social platforms, and real prospects about who you help? In this episode, Jeremy Houser talks with Samantha Russell, Chief Evangelist of FMG, about how financial advisors can improve their online visibility, build trust through social proof, and create content that answers real client questions. Samantha explains why niche messaging, fresh website content, reviews, podcast appearances, and strong LinkedIn activity matter as AI changes how prospects find advisors. Samantha discusses: Why advisors need clear niche messaging so AI tools can connect them with the right prospects How reviews, testimonials, and LinkedIn recommendations help build digital trust signals Why fresh blogs, social posts, and podcast transcripts help keep advisor content visible How to use AI tools to test whether your firm appears in client-style search prompts Why relatable stories and client questions can shape stronger advisor content ideas And more! Resources: FMG: 2026 Marketing Guide FMG AI Guide Connect with Samantha Russell: LinkedIn: Samantha Russell Website: FMG Connect with Jeremy Houser: jeremy.houser@simplicitygroup.com  713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP About Our Guest: Samantha helps financial advisors create digital marketing strategies that produce exponential growth through channels such as content marketing, SEO, website development, social media and video.  A prolific speaker and content contributor, over 10,000 financial professionals have heard Samantha speak at industry conferences and even more have read her educational content in the pages of well-known industry publications.  Samantha is Investment News 40 Under 40 award winner, a ThinkAdvisor Luminary, and a WealthManagement.com “10 to Watch”.  She was part of the original five-person team that launched Twenty Over Ten and now serves as Chief Evangelist at FMG. There is nothing Samantha finds more inspiring than being able to empower advisors to market themselves effectively, and she gets a thrill from each message received from those financial advisors who are enjoying returns on their marketing investments. Disclosure #5441228 – 0626

Send us Fan MailOn this episode I had the opportunity to speak with Mr. Paul Sippil. He is one of the world's only forensic 401(k) consultants, providing expert guidance that protects your people, your profits, and your peace of mind. He specializes in uncovering hidden fees, conflicts of interest, and unethical practices in retirement plans that quietly cost business owners and their employees thousands of dollars.From his early days as an auditor, accountant, and financial advisor, Paul has focused on protecting ‘businesses bottom lines'. A single conversation about 401(k) plan tax forms sparked a discovery that has now, defined his career: The widespread abuse and unethical practices in the retirement plan industry-often at the expense of the business owners and their employees.Through extensive research and firsthand conversations with company leaders, Paul uncovered how hidden fees, poor plan design, and conflicted advisors quietly drain profits and create compliance risks. Determined to change that, he founded his practice to bring fairness, transparency, and accountability to retirement plan management.Today, Paul works with firms across many  industries-including law firms, private healthcare practices, and professional B2B service companies. He is helping them uncover hidden costs, strengthen fiduciary oversight, and safeguard both their employees' futures and their company's financial health. His expertise has been cited in Investment News, Fiduciary News, and WealthManagement.com for his leadership in reforming how businesses, like ours, approach retirement plans. I hope you enjoy my conversation with Mr. Paul Sippil.

The five highest global uncertainty readings since the 1980s have all occurred in the last five years. And yet the answer Wall Street keeps selling -- products that promise upside without downside -- is mathematically impossible and provably underperforms over time. Simone Stolzoff, author of How to Not Know, spent years studying how people, companies, and investors navigate uncertainty well. His findings are the opposite of what the financial industry is selling you right now.What You'll Walk Away WithWhy our tolerance for uncertainty is declining -- and the specific role smartphones and real-time data have played in making investors more anxious and worse at decision-makingThe anchor framework: how certainty in some areas of your life makes it dramatically easier to hold uncertainty in others -- and what that means for how you build a financial planThe Slack origin story -- how a gaming company at the peak of its success chose to shut down and pivot into the unknown, and what that teaches about staying open to what might emergeWhy Warren Buffett and the best venture capitalists actively seek uncertainty -- and how confusion between uncertainty and danger costs most investors real moneyThe kill criteria concept borrowed from mountain climbing -- and how pre-committing to rules before the emotion hits is the only reliable way to prevent catastrophic decisionsOne-way doors versus two-way doors: the Jeff Bezos framework for knowing when to agonize over a decision and when to just actWhy buffer ETFs are mathematically required to underperform broad index funds over time -- and the one question that exposes every "downside protection" pitch instantlyOG's case for looking at your portfolio as rarely as possible -- and the surprising thing that happened when he checked his mortgage balance after months awayWhy building a financial plan around your actual goals makes the daily market headlines genuinely irrelevant -- not as a coping strategy, but as a logical outcomeKathy's story: what a special education teacher who maxed her Roth IRA every year from 1998 to 2024 has in her account todayWhy This Matters NowMarkets will always be uncertain. Headlines will always be alarming. The question isn't how to make that stop -- it's how to build a life and a plan sturdy enough that it doesn't matter. This episode is the clearest case we've made for why your financial plan is more important than your portfolio, and why the two are not the same thing.From the BasementSimone Stolzoff joins Joe and OG to unpack the psychology of uncertainty -- including a couple who took a year apart to figure out if they wanted to stay married, a software engineer who programmed an app to make all his life decisions, and the monk who said not knowing is the most intimate thing of all. The Investment News headline about clients wanting "headline-proof portfolios" gives OG a full platform to explain why buffer ETFs are a product designed for the advisor's book of business, not your retirement. Doug arrives with Wild Bill Hickok trivia. Kathy from the community sends a note that should be required reading for every Gen X stacker who thinks they're behind.Resources MentionedHow to Not Know: The Value of Uncertainty in a World That Demands Answers by Simone Stolzoff -- available wherever books are sold; early readers receive an invitation to an exclusive event with Michael LewisSimone Stolzoff -- simonestolzoff.comInvestment News -- "Advisors say more clients are seeking to headline-proof their portfolios" by Greg Greenberg; linked at stackingbenjamins.comStacking Benjamins Episode 1840 -- "Why 67% of Americans Fear Running Out of Money More Than Dying"; stackingbenjamins.comStacking Benjamins Vault -- stackingbenjamins.com/vaultStacking Benjamins Newsletter (The 201) -- stackingbenjamins.com/201Stacking Benjamins Community -- stackingbenjamins.com/basementSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Your Retirement Sketchbook: This $10B Money Manager Shares Timeless AdviceGuest Jamie P. Hopkins is the Chief Executive Officer of Bryn Mawr Trust Advisors and Chief Wealth Officer of WSFSWebsite:https://www.bmt.com/$9.7 B AUM$83B AUAJamie's Book Your Retirement Sketchbook https://www.amazon.com/s?k=your+retirement+sketchbook&adgrpid=189089282849&hvadid=779538706971&hvdev=c&hvexpln=0&hvlocphy=9012420&hvnetw=g&hvocijid=9417797168261476935--&hvqmt=e&hvrand=9417797168261476935&hvtargid=kwd-2438321451310&hydadcr=22566_13730726_8131&mcid=95ac021b6cc2339c840c1c1b5258a34f&tag=googhydr-20&ref=pd_sl_8genc50o2l_eJamie's BioJamie P. Hopkins is the Chief Executive Officer of Bryn Mawr Trust Advisors and Chief Wealth Officer of WSFS. Jamie is a graduate of Temple University School of Law, where he received his LL.M., and Villanova University School of Law, where he earned his juris doctorate and his MBA.A Wall Street Journal bestselling author, educator and executive speaker, Jamie serves on numerous advisory boards around the financial services industry and formerly as a national trustee member of NAIFA.Jamie is also the founder and president of the 501(c)(3) nonprofit FinServ Foundation and was named as a top 10 Investopedia 100 Top Financial Advisor for 2023.Jamie's new bestselling book is Your Retirement Sketchbook, designed to make retirement planning simple. Jamie has written for MarketWatch, InvestmentNews, ThinkAdvisor, Forbes and Kiplinger.

A new study just confirmed what most people in their 40s already feel but rarely say out loud: running out of money is scarier than death. Gen X is leading that number at 73% -- and the reasons why make a lot of sense when you look at what that generation is actually navigating. No pensions. Rising costs. Longer retirements. Markets that never seem to settle. Joe, OG, and Len Penzo dig into the data, the psychology, and the practical steps that actually move the needle.What You'll Walk Away WithWhy Gen X is more worried about retirement than either baby boomers or millennials -- and the pension gap that explains most of itThe Social Security stress test OG recommends for every retirement plan -- and why neither he nor Len think it's going awayWhy checking your portfolio every time the market drops is one of the most expensive habits a long-term investor can haveThe automation argument that cuts through the discipline myth -- and why your systems matter far more than your willpowerWhy the debt normalization shift that happened sometime in the late 1970s is still costing people their retirement todayThe three-layer retirement income framework OG and Anna walk through -- Social Security, pensions and annuities, and investment withdrawals -- and how to find your gap numberThe 4% rule explained in plain math -- including the inflation adjustment most people skip and why it matters enormouslyWhat sequence of return risk actually means in practice -- and the floor strategy that keeps you from panic-selling at exactly the wrong momentWhy running out of money in retirement is mostly a planning problem, not a math problem -- and what that distinction changesThe ongoing battle to name OG and Anna's financial basics segment -- and why "The Financial Dwarves with Happy and Grumpy" didn't make the cutWhy This Matters NowIf you're in your 40s and that 67% statistic landed somewhere uncomfortable, you're not behind -- you're paying attention. The gap between fear and a plan is smaller than most people think, and this episode maps it out in terms you can actually act on this week. The math is real, the tools exist, and the biggest obstacle for most people isn't knowledge. It's starting.From the BasementJoe, OG, and Len Penzo dig into a sobering Investment News study on retirement fears before OG and Anna kick off season two of their financial basics series with a full retirement income planning walkthrough -- complete with a guidebook you can download and follow along. Doug arrives with Festivus trivia that everyone over 40 finds insultingly easy. The segment naming debate continues with no resolution in sight, though The Study and The Financial Dwarves with Happy and Grumpy both made spirited cases.Resources MentionedLen Penzo -- lenpenzo.com; book: True Money Stories on AmazonJP Morgan Guide to the Markets -- search "JP Morgan Guide to the Markets" for monthly market dataSSA.gov -- Social Security earnings history and benefit projectionsStacking Benjamins Basics Guide -- season one and season two workbooks free at stackingbenjamins.com/basicsguideStacking Benjamins Vault -- stackingbenjamins.com/vaultStacking Benjamins Community -- stackingbenjamins.com/basementFULL SHOW NOTES: https://stackingbenjamins.com/Why-Americans-Fear-Running-Out-of-Money-in-Retirement-More-Than-Dying-1840Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Your clients don’t want a portfolio manager. They want someone who’ll catch them when they fall. That’s the truth most advisors are too busy chasing alpha to hear, and it’s exactly why Duncan MacPherson sits down with industry legend Steve Sandusky in this episode. Steve climbs mountains, and he’s spent decades teaching advisors that the most important rope in their practice isn’t tied to the markets. It’s the belay: the quiet discipline of holding the line so your client can keep climbing without fear of the fall. Get that right and you stop selling advice. You become the first call when life cracks open. Duncan and Steve unpack “Return on Life,” the framework reshaping the profession by measuring success not in basis points but in a client’s freedom, time, and meaning. They get into why story and symbolism build trust faster than any performance chart, how celestial navigation can steady clients (and you) when the markets blur, and what it takes to build a practice the AI tsunami can’t touch. Key takeaways: Using story and symbolism to forge trust that compounds Designing a purpose-driven practice that ages well Pricing human judgment in an AI-saturated market Knowing when to lean into technology and when to put it down Finding your North Star when every client is asking, “What now?” If you’re done competing on returns and ready to compete on meaning, this episode is the map. Outthink. Outcare. Outlast. Promotions: Pareto Systems: Turnkey Advisor Membership Pareto Systems Consulting: paretosystems.com/financial-advisor-coaching Connect With Duncan MacPherson: Website: ParetoSystems.com Toll Free: 1.866.593.8020 Learn More: Schedule a Call LinkedIn: Duncan MacPherson Connect With Steve Sanduski: LinkedIn: Steve Sanduski E-mail: ssanduski@belayadvisor.com Website: belayadvisor.com About Our Guest: Steve Sanduski, MBA, CFP® is the Founder and President of Belay Advisor, a financial advisor coaching, consulting, and marketing services company that works with individuals and firms to accelerate growth. For more than 20 years, he's been building businesses and helping professionals become more successful. Prior to founding Belay Advisor, Steve was the Managing Partner of Peak Advisor Alliance, a business coaching and training resources company that grew from 0 to 1,000 coaching clients during his 11 years of managing the company. Earlier in his career, he was a senior leader at an independent broker/dealer and helped build the firm's corporate RIA from $0 to nearly $2 billion in assets under management in a short period of time. An accomplished writer, Steve is a New York Times Bestselling author and the co-author of two books: Tested in the Trenches: A 9-Step Plan for Success as a New-Era Advisor (it has become one of the most sought after practice management books in the industry) Avalanche: The 9 Principles for Uncovering True Wealth (became a New York Times bestseller and a Wall Street Journal #1 bestseller) Steve is also a frequent contributor to the trade press including Investment News. Financial Planning Magazine, and Financial Advisor Magazine. As a professional speaker, Steve has addressed audiences all over the country and he focuses on delivering practical ideas, strategies and tools that attendees can use immediately to reach higher levels of success. He's also the host of several podcasts including Between Now and Success and Barron's Advisor: The Way Forward podcast. On both podcasts, Steve interviews top financial industry leaders as well as other accomplished professional from around the world who have messages that can benefit financial advisors

In this episode of the Sunlight Tax Podcast, financial advisor Shari Rash shares how her journey into finance shaped her mission to help women build wealth with clarity and confidence.We dive into common money challenges like decision paralysis and conflicting advice, and how to move forward without overwhelm. Shari outlines a simple order of operations for managing your finances so you can focus on what actually matters and make aligned decisions.You'll also learn practical strategies for investing, managing debt, and building long-term financial stability, plus a fresh take on outdated financial advice that no longer works in today's world.Also mentioned in today's episode:00:00 Introduction to Shari Rash and Her Journey02:38 Understanding Client Needs and Decision Paralysis09:09 Order of Operations in Financial Management14:24 Tips for Long-Term Financial Health17:07 Outdated Financial Advice and Modern StrategiesIf you enjoyed this episode, please rate, review and share it! Every review makes a difference by telling Apple or Spotify to show the Sunlight Tax podcast to new audiences:About Shari Rash:Shari Rash is a nationally recognized financial advisor, money mindset expert, and the host of Everyone's Talkin' Money—named a Top 4 money podcast by The New York Times, with over 24 million downloads. She's also the founder of GWA Wealth, a virtual advisory firm helping women navigate money with confidence, clarity, and zero shame.With 18 years of experience and a no-nonsense style, Shari breaks down complex financial topics into real-life conversations that empower women to own their worth and build lasting wealth. She's been named a 2024 Best Wealth Manager and Advisor Under 40 by InvestmentNews and holds an Advisor For Women Certificate from Willow.When she's not talking money, she's a mom of four, Goldendoodle wrangler, and unapologetic lover of Grandmillennial decor.Check out Shari's work:GWA WealthEveryone's Talkin' Money PodcastInstagram: @everyonestalkinmoneyEpisode Links:Get my Tax Help on Substack.Get your FREE visual guide to tax deductionsOrder my book: Taxes for Humans: Simplify Your Taxes and Change the World When You're Self-Employed Get full access to Taxes For Humans at sunlighttax.substack.com/subscribe

Today, Paul shares some of the most common concerns that investors are bringing to the office right now and why it's helpful to talk to an advisor about what you're seeing before you assume that it works with your financial plan. Listen along as Paul shares insights about the SpaceX IPO, a popular ETF with questionable returns, and Trump's announcement regarding a timeline for the war in Iran, and helps you see some of the risks that aren't being discussed in the news.    Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.   This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information. Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

Today's guest is a third-generation financial advisor and the President and CEO of Drucker Wealth, an independent wealth management firm based in New York City that serves clients nationwide. He and his growing team specialize in supporting high-income, mid-career professionals and their families, with a particular focus on those navigating the fast-paced world of big tech. Recognized for his clear, candid financial guidance, he's been named one of InvestmentNews' 40 Under 40, a Top 100 Advisor by Investopedia, and a finalist for CEO of the Year by ThinkAdvisor. His thought leadership has been featured in Financial Planning, InvestmentNews, and Business Insider, and he currently serves on the Investopedia Advisor Council. Under his leadership, Drucker Wealth has evolved into an independent Registered Investment Advisor, launched a tax prep business exclusively for clients, and become a nationally respected partner for families in their late 30s and 40s who are managing high incomes alongside complex financial priorities. He's the author of H.E.N.R.Y. Strategies Unlocked: How to Build a Plan That Works As Hard As You Do, a playbook for professionals who are earning more than ever but still feel uncertain about how to make their money work for them. In this follow-up to his first book, How to Avoid H.E.N.R.Y. Syndrome, he offers readers a clear roadmap to move from overwhelm to ownership and build a strategy that supports long-term financial clarity. Please join me in welcoming Gideon Drucker.  In this episode, we discuss the following:

Jimmy Donaldson, the YouTube sensation known as MrBeast, is making waves in the financial world with his Beast Industries acquisition of the teen-focused banking app Step, drawing sharp scrutiny from Senator Elizabeth Warren. According to Business Insider, Warren fired off a letter this week packed with 11 pointed questions to Donaldson, zeroing in on whether Step will let young users dive into cryptocurrency or NFTs, especially after the app's past promotions like a 2022 video script teaching kids how to pitch crypto to their parents. Banking Dive reports the deal closed last month for an undisclosed sum, with Step offering savings accounts, credit-building cards, and cash advances through partner Evolve Bank and Trust, which faced a 2024 enforcement action.Beast Industries CEO Jeff Housenbold told The New York Times that crypto capabilities were just a side perk, while a company spokesperson emphasized their review of Step's products and marketing to prioritize financial literacy, noting 90% of users are over 18. Notus details Warren's Monday letter warning that an entertainment giant like Beast Industries might be ill-prepared for fintech aimed at kids, citing Step's volatile investment pitches to Donaldson's 472 million young subscribers. Investment News echoes the senator's demand for details on compliance and past merger flops. No public appearances or fresh social media posts from Donaldson in the last few days, but insiders say Beast is scouting new banking partners to dodge Evolve's troubles—this could mark a pivotal pivot from stunts to serious finance, with long-term risks if crypto for teens reignites.Thanks for listening, please subscribe to never miss an update on MrBeast and search the term Biography Flash for more great Biographies. This has been a Quiet Please production.This content was created in partnership and with the help of Artificial Intelligence AI

#701: Forget the idea that you need a magic number to retire. Jamie Hopkins is a certified financial planner, professor of taxation at the American College of Financial Services, director of the New York Life Center for Retirement Income, and Top 40 Under 40 financial services professionals from InvestmentNews. His take on retirement planning will make you rethink a few things. We start with the "no magic number" concept. Hopkins explains that fixating on a savings target - whether it's $1 million or $10 million - misses the point. What matters is what income you can generate relative to the lifestyle you want. And that lifestyle shifts. Research shows retirees often spend more than 100 percent of their pre-retirement income in the first few years, then gradually spend less as they age. From there, we get into sequence of returns risk, which Hopkins calls one of the biggest threats to any retirement plan. A market downturn in the first few years of retirement can be nearly impossible to recover from, since you're withdrawing money while your portfolio is declining. We also dig into the well-known "4 percent rule" - which Hopkins prefers to call a "4 percent finding" - and why it only holds up in certain historical contexts. The conversation also covers the topics people tend to avoid. "Silver divorce" - the spike in divorces among people over 60 - is happening at higher rates than most people realize, and it can gut a retirement plan that was built around shared costs and two incomes. We also discuss elder abuse, which Hopkins says is mostly committed by family members or trusted advisors, not strangers - and how AI-generated voice cloning is making financial scams harder to detect. Finally, we end on what Hopkins considers the most important, and most overlooked, element of a good retirement: community. He argues that retirement is actually an ideal time to intentionally rebuild your social circle, choose where you want to live, and figure out what you're retiring to - not just from. Hopkins holds a JD, MBA, LLM, CFP, RICP, CLU, and ChFC. Resources: Jamie's Book: Your Retirement Sketchbook: 125 Retirement Planning Lessons from Financial Experts Share this episode with a friend, colleagues, and your frenemies: https://affordanything.com/episode701 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Breaking news in Canada politics news this week, Prime Minister Mark Carney announced a $35 Billion defense spending plan to better secure our Arctic with several new military bases and infrastructure projects, explicitly sending a loud message to US President Donald Trump.Tune into Episode 397 of The Bill Kelly Podcast for daily politics news updates.This politics news update was recorded on March 14, 2026.WATCH THIS EPISODE and subscribe to our channel: https://youtu.be/1PAJO6x_bV4WATCH A RELATED EPISODE: South Korea Submarines Deal Could Transform Canada's Economy | Newshttps://youtu.be/K4H60fzlWpcDon't forget to like, share, comment and subscribe to support Bill's work. THANK YOU for staying informed!Become a channel member to hear Bill's stories from 50+ years as a broadcast journalist in our exclusive series, THE WAY I SEE IT: https://www.youtube.com/channel/UCeUbzckOLocFzNeY1D72iCA/joinListen everywhere: https://kite.link/the-bill-kelly-podcastYouTube: https://www.youtube.com/@TheBillKellyPodcast/featuredBlueSky: https://bsky.app/profile/billkellypodcast.bsky.socialSubStack: https://billkelly.substack.com/FURTHER READINGNordic leaders meet in Oslo with Carney as Arctic tensions sharpen over Greenland, Russiahttps://www.cbc.ca/news/politics/carney-norway-nordic-summit-defence-russia-greenland-9.7129246Mixed reactions in the North to Carney's $35B defence and major projects announcementhttps://www.cbc.ca/news/canada/north/mixed-reactions-carney-35b-defence-major-projects-announcements-9.7126958Carney announces $35B for defence, infrastructure in Canada's Northhttps://www.cbc.ca/news/politics/carney-defence-north-announcement-9.7126640Canada is set to build new bases in the Arctic after Trump threatened ‘51st state' and Greenland takeoverhttps://www.the-independent.com/news/world/americas/us-politics/canada-military-bases-greenland-trump-carney-b2938055.html This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit billkelly.substack.com/subscribe

What can we expect in 2026? InvestmentNews breaks out the key issues of this year

Good News: Life Expectancy is Going Up Episode 374 – The latest U.S. life expectancy figures from the Centers for Disease Control and Prevention offer some fantastic news. The prospect of increased longevity should make all of us smile. But does it complicate your retirement planning? More SML Planning Minute Podcast Episodes Transcript of Podcast Episode 374 Hello, this is Bill Rainaldi, with another edition of Security Mutual's SML Planning Minute. In today's episode, good news: life expectancy is going up! According to the Centers for Disease Control and Prevention, life expectancy in the U.S. hit a record high in 2024 at age 79. It was 78.4 the previous year. In addition, death rates from things like heart disease, cancer, and Alzheimer's disease all went down. Perhaps surprisingly, the biggest drop of all occurred with deaths due to overdoses, which went down by 14.4 percent.[1] The previous peak had been 78.8 in 2019, the last year before COVID. As a result of the pandemic, life expectancy had dropped to 76.4 years in 2021. But COVID deaths have gone down by 93 percent since their 2021 peak.[2] So even though COVID is still a concern, particularly among older Americans, it's safe to say that, for the most part, the pandemic is over. It is believed that a significant portion of the improvement stems from better medications, including the introduction of GLP-1s.[3] Of course, there is no guarantee that progress will continue, that another pandemic can be avoided, or that experience and research regarding any prescribed treatment doesn't result in a change of course. But right now, the news is positive in many ways. But the good news also highlights a dilemma: many people are likely to end up living longer than they expected, especially if the recent mortality expectation improvement continues. And you might not be ready for it. Have you prepared for a long retirement? This is something we talked about extensively back in episode 330. One of the biggest fears people have going into retirement is that they'll eventually run out of money. A recent survey by Global Atlantic Financial Group indicates that a full 67 percent of people between the ages of 55 and 75 are concerned about outliving their assets.[4] So how do you plan for a long retirement? One way to start is to consider a “decumulation” strategy. That is, a retirement withdrawal plan. You need to think carefully about your preferred lifestyle in retirement, and whether your assets are likely to make it past age 90. According to a recent study by IRALOGIX, 49 percent of retirees are operating without a formal withdrawal strategy.[5] These people instead just take what they need as they go. Only 22 percent have a systematic withdrawal process. Another 17 percent are fortunate enough that they can afford living on dividends and interest alone. One possible tool to use for planning a lengthy retirement is a series of Roth conversions during the early years of retirement. Unlike a traditional IRA, a Roth IRA does not have Required Minimum Distributions or RMDs. The big disadvantage to a Roth is that you don't get a tax deduction going in. The big advantage is that while the account still grows tax-free, and if you follow the rules, any money that does come out, is tax-free. Additionally, since you took a tax deduction when you contributed to your IRA or 401(k), moving that money into a Roth would be considered a taxable transaction. RMDs generally begin at age 73, or age 75 for people born 1960 or later. But if you retire before that age, it could be a great time to start gradually converting to a Roth during those intervening years. If you're in a lower tax bracket because you're not working, it can be more tax advantaged. All that said, it's a good idea to validate your Roth IRA approach with a tax advisor, as there may be situations where withdrawals may become taxable if the Roth has not been in place and seasoned for a minimum of five (5) years. You can also check your Social Security. If you haven't started yet, there are some decisions you'll need to make. You can begin collecting as early as age 62 (age 60 if you're a surviving spouse) or as late as age 70. The benefit goes up a little bit every month you wait between the two. Generally speaking, the longer you live, the more it makes sense to wait. Yet another way to approach decumulation is to use a “bucket” method. This comes in several varieties, but one popular version has been put forward by Christine Benz at Morningstar.[6] Under this concept, you set up your retirement savings in three different retirement “buckets.” Bucket one would be invested in something liquid such as a money market fund. This bucket would be available for short-term cash needs, with maybe two or three years' worth of expenses.[7] Bucket two would be on the conservative side, with a combination of stocks, bonds and cash investments. Money in this bucket would be gradually shifted into bucket one as needed over time.[8] Bucket three would be invested in assets with high growth potential. This is the bucket that is going to have the most volatility and is going to require the bulk of your attention.[9] The hope is that by gradually shifting your assets from one bucket to the next, you'll get a better sense of how long your assets are going to last, and whether you need to make adjustments. It truly is great news that life expectancy has been going up. So many of us are looking forward to a lengthy retirement, perhaps even longer than we originally expected. But it comes with a downside: it may end up straining your finances more than you realize. The best you can do is think about it ahead of time and be ready if you're lucky enough to experience a lengthy retirement. [1] Wall Street Journal Editorial Board. “A U.S. Life Expectancy Milestone.” The Wall Street Journal. https://www.wsj.com/opinion/u-s-life-expectancy-2024-record-cdc-health-mortality-cancer-covid-60a171ee (accessed February 13, 2026). [2] Id. [3] Id. [4] Almazora, Leo. “Two-thirds of investors worried they’ll outlive their assets.” Investmentnews.com. https://www.investmentnews.com/retirement-planning/two-thirds-of-investors-worried-theyll-outlive-their-assets/259916 (accessed April 8, 2025). [5] IRALOGIX. “Nearly Half of Retirees Lack a Structured Decumulation Strategy, Raising Concerns Over Rapid Depletion of Savings, New Survey Finds.” Iralogix.com. https://iralogix.com/nearly-half-of-retirees-lack-a-structured-decumulation-strategy-raising-concerns-over-rapid-depletion-of-savings-new-survey-finds/  (accessed February 27, 2026). [6] Wohlner, Roger. “Living Past 90: How to Play the Long Game on Retirement, Tax Planning.” Thinkadvisor.com. https://www.thinkadvisor.com/2025/03/26/how-to-plan-for-clients-who-might-live-to-90-and-beyond/?recombee_recomm_id=dec3bbe9440a929183645028596b8bf4 (accessed April 9, 2025). [7] Id. [8] Id. [9] Id. More SML Planning Minute Podcast Episodes This podcast is brought to you by Security Mutual Life Insurance Company of New York, The Company That Cares®. The content provided is intended for educational and informational purposes only. Information is provided in good faith. However, the Company makes no representation or warranty of any kind regarding the accuracy, reliability, or completeness of the information. The information presented is designed to provide general information regarding the subject matter covered. It is not to serve as legal, tax or other financial advice related to individual situations, because each individual's legal, tax and financial situation is different. Specific advice needs to be tailored to your situation. Therefore, please consult with your own attorney, tax professional and/or other advisors regarding your specific situation. To help reach your goals, you need a skilled professional by your side. Contact your local Security Mutual life insurance advisor today. As part of the planning process, he or she will coordinate with your other advisors as needed to help you achieve your financial goals and objectives. For more information, visit us at SMLNY.com/SMLPodcast. If you've enjoyed this podcast, tell your friends about it. And be sure to give us a five-star review. And check us out on LinkedIn, YouTube and Twitter. Thanks for listening, and we'll talk to you next time. Tax laws are complex and subject to change. The information presented is based on current interpretation of the laws. Neither Security Mutual nor its agents are permitted to provide tax or legal advice. The applicability of any strategy discussed is dependent upon the particular facts and circumstances. Results may vary, and products and services discussed may not be appropriate for all situations. Each person's needs, objectives and financial circumstances are different, and must be reviewed and analyzed independently. We encourage individuals to seek personalized advice from a qualified Security Mutual life insurance advisor regarding their personal needs, objectives, and financial circumstances. Insurance products are issued by Security Mutual Life Insurance Company of New York, Binghamton, New York. Product availability and features may vary by state.​ SubscribeApple PodcastsSpotifyAndroidPandoraBlubrryby EmailTuneInDeezerRSSMore Subscribe Options

Employment Report Solid The Tech disruptors are getting disrupted… Growth vs Value – an abrupt change. Guest – Cullen Roche – Author of the bestselling book – Your Perfect Portfolio.   NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Cullen Roche founded Discipline Funds to help investors obtain access to low fee, diversified portfolios that help them stay the course and meet their financial goals. Cullen's primary areas of expertise include global macro portfolio construction, quantitative risk management, monetary economics, financial accounting and behavioral finance. Prior to establishing his own business, Cullen worked at Merrill Lynch Global Wealth Management where he worked on a team overseeing $500MM+ in assets under management. Upon leaving Merrill Lynch, Cullen managed a private investment partnership which took advantage of reporting irregularities ahead of major corporate events. The strategy generated substantial positive alpha (high risk adjusted returns) without a single negative year of returns from 2005-2011. He formed Orcam Financial Group in 2012 to help better serve the much needed retail space with sophisticated but low fee asset management and financial planning services. Cullen is also a prolific writer. In addition to the weekly musings on his website Pragmatic Capitalism, he is the author of the popular book Pragmatic Capitalism: What Every Investor Needs to Know About Money and Finance as well as “Understanding the Modern Monetary System,” one of the top 10 all-time most downloaded research papers on the SSRN academic research network. He is also the author of the popular white paper “Understanding Modern Portfolio Construction.” He was named one of the “Top Wall Street Economists, Experts and Opinion Leaders” of 2011 by Wall Street Economists and was named one of the “101 Best Finance People” by Business Insider, where he was described as “one of the most influential economic thinkers today.” In 2015, Cullen was named one of the “40 Under 40” most influential people in finance by InvestmentNews. He is regularly cited in the Wall Street Journal, on CNBC and in the Financial Times. His latest book is YOUR PERFECT PORTFOLIO: The Ultimate Guide to Using the World’s Most Powerful Investing Strategies . In that, Roche draws on two decades of experience building investment firms and advising clients to help readers discover the strategy that fits their goals Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE Stocks mentioned in this episode: (INTC), (UEC), (IONQ), (CEG), (OKLO), (NXT)

From Olympic sprinter to trusted advisor helping entrepreneurs save millions in taxes, David Flores Wilson shares proven strategies for QSBS planning, equity compensation design, and preparing business owners for successful exits both financially and personally. In this episode of the DealQuest Podcast, host Corey Kupfer sits down with David Flores Wilson, CFA, CFP, Managing Partner at Sinceres, who advises entrepreneurs and business owners in New York City on personal financial planning from formation to exit and beyond. David is a multiple Investopedia Top 100 Financial Advisor whose guidance has appeared in CNBC, Yahoo Finance, the New York Times, US News and World Report, and Investment News. WHAT YOU'LL LEARN: In this episode, you'll discover how QSBS planning can potentially exclude $10 million to $70 million or more in capital gains from taxes when structured correctly, why LLC to C Corp conversion timing creates dramatic differences in tax outcomes, and how QSBS stacking through non-grantor trusts multiplies exclusions. David shares why equity compensation plans often fail to motivate the specific people they target and what questions to ask before choosing a vehicle. You'll also learn about the personal readiness component of exit planning that determines whether entrepreneurs thrive or struggle after selling their businesses. DAVID'S JOURNEY: David's path to financial planning started with entrepreneurial instincts in an unexpected place. Growing up in Guam, he ran a comic book arbitrage business as a kid, discovering price differences between local stores and mainland mail-order catalogs. His father was a CPA with a home office, and despite wanting nothing to do with accounting, David absorbed financial concepts through osmosis that would later prove invaluable. After college at UC Berkeley, David joined Lehman Brothers and worked through the financial crisis. During that time, colleagues started coming to him with financial planning questions, and he realized helping people with their money was his true passion. He sat on that realization for years before eventually transitioning to financial planning. When Covid hit in 2020, David and his partner Dan Ryan launched Sinceres, and the firm has been growing since. OLYMPICS LESSON: David represented Guam in track and field at the 1996 Atlanta Olympics, competing in the 200 and 400 meters. The experience taught him something crucial about career selection. Unlike running, where pushing harder brings diminishing returns and constant injury risk, financial planning offers the opportunity to improve incrementally every single day. That compounding knowledge approach now drives how he serves clients. KEY INSIGHTS: QSBS planning stands out as potentially the most powerful tax planning tool for qualifying entrepreneurs. C Corps meeting holding period and active business requirements can exclude $10 million in gains, or 10 times basis for older shares, with new legislation increasing that to $15 million. The planning becomes even more powerful with LLC conversions where market value at conversion becomes the QSBS basis. The biggest mistake with equity compensation involves choosing vehicles based on what owners like rather than what motivates specific employees. "Equity" can mean participation in profits, upside potential, a seat at the table, or financial disclosure. Different people value these differently, and the best planning starts with understanding objectives before selecting tools. Exit planning involves three components that David implements from the first meeting with business owners. Getting personally ready addresses what provides purpose after selling. Getting financially ready ensures the numbers work. Getting business ready covers everything from customer concentration to management team development. The recent One Big Beautiful Bill Act has changed QSBS holding periods, SALT deductions, and AMT rules. Business owners should review their planning with advisors rather than assuming previous strategies still apply. Perfect for entrepreneurs considering entity structure decisions, business owners thinking about exit planning, and anyone interested in tax-efficient wealth building strategies. FOR MORE ON THIS EPISODE: https://www.coreykupfer.com/blog/davidfloreswilson FOR MORE ON DAVID FLORES WILSON: https://www.planningtowealth.com https://www.linkedin.com/in/davidfloreswilson/ FOR MORE ON COREY KUPFER https://www.linkedin.com/in/coreykupfer/ https://www.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! Episode Highlights with Timestamps: [00:00] - Introduction: David Flores Wilson's credentials and areas of expertise [02:55] - Growing up in Guam with a comic book arbitrage business and CPA father [07:58] - Representing Guam at the 1996 Atlanta Olympics and career lessons from athletics [09:28] - QSBS fundamentals: Exclusions, holding periods, and qualifying business requirements [10:45] - LLC to C Corp conversions and the basis multiplication strategy [11:40] - QSBS stacking through non-grantor trusts and family gifting [19:40] - Equity compensation design: Why attraction, retention, and incentive vehicles often miss the mark[28:37] - Journey from Lehman Brothers through the financial crisis to launching Sinceres [31:59] - Exit planning framework: Personal, financial, and business readiness [41:27] - Recent tax law changes from the One Big Beautiful Bill Act [44:09] - What freedom means: Making impact through continuous improvement Guest Bio David Flores Wilson, CFA, CFP, is Managing Partner at Sinceres, advising entrepreneurs and business owners in New York City on personal financial planning from formation to exit and beyond. His areas of expertise include qualified small business stock planning, business exit planning, and equity compensation planning. David is a multiple Investopedia Top 100 Financial Advisor whose guidance has appeared in CNBC, Yahoo Finance, the New York Times, US News and World Report, and Investment News. He represented Guam in the 1996 Atlanta Olympic Games and sits on the Board of Directors as treasurer of the Lower East Side Girls Club. David is active in Entrepreneurs Organization, the Estate Planning Council of New York City, Advisors in Philanthropy, and the Exit Planning Institute. Host Bio Corey Kupfer is an expert strategist, negotiator, and dealmaker with more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker deeply passionate about deal-driven growth. He is the creator and host of the DealQuest Podcast. Show Description Do you want your business to grow faster? The DealQuest Podcast with Corey Kupfer reveals how successful entrepreneurs and business leaders use strategic deals to accelerate growth. From large mergers and acquisitions to capital raising, joint ventures, strategic alliances, real estate deals, and more, this show discusses the full spectrum of deal-driven growth strategies. Get the confidence to pursue deals that will help your company scale faster. Related Episodes Episode 325 - Kelly Finnell: Using ESOPs in Ownership Succession Planning Episode 350 - Tom Dillon: Understanding Business Valuation and Exit Planning Realities Episode 328 - Richard Manders: Post-Exit Transitions and What Comes After Selling Your Business Episode 339 - Solocast 74: Equitizing Key Employees and Succession Planning Strategies Follow DealQuest Podcast: LinkedIn: https://www.linkedin.com/in/coreykupfer/ Website: https://www.coreykupfer.com/ Follow David Flores Wilson: Website: https://www.planningtowealth.com Keywords/Tags QSBS planning, qualified small business stock, business exit planning, equity compensation, entrepreneur tax strategy, LLC vs C Corp, financial planning for business owners, exit planning institute, tax-efficient wealth building, business succession planning, capital gains exclusion, non-grantor trusts, C corporation conversion, equity incentive plans, entrepreneur financial advisor

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

Send us a textOn this episode of Get Ready Before Life Happens Podcast, I spoke with Michelle Petrowski, CFP®, CDFA®, founder of Being in Abundance, about one powerful question: What if it is possible?We explored how shifting from a Do-Have-Be mindset to Be-Do-Have changes everything by starting with how do you want to be, then asking how do you want to do it and then asking what could I have?

Being a Millionaire Ain’t What It Used to Be Episode 367 – It wasn't that long ago that Regis Philbin drew massive viewers with his TV program Who Wants to be a Millionaire. Never mind the fact that the top prize was $1 million before taxes, which is considerably less than $1 million after taxes. But in today's economy, being a millionaire does not necessarily project the same status it once did. Or does it? More SML Planning Minute Podcast Episodes Transcript of Podcast Episode 367 Hello, this is Bill Rainaldi, with another edition of Security Mutual's SML Planning Minute. In today's episode, being a millionaire ain’t what it used to be. It wasn't that long ago that Regis Philbin drew massive viewers with his TV program Who Wants to Be a Millionaire. Never mind the fact that the top prize was $1 million before taxes, which is considerably less than $1 million after taxes. And while it's much more noticeable today, even during Y2K, being a millionaire did not give the same status that it once did. Yet it's an achievement many of us are shooting for. According to a new study, almost half of all workers (48 percent) have set $1 million as their retirement benchmark. That number was only 37 percent in 2024. But people aren't necessarily optimistic about reaching that milestone. In fact, a mere 27 percent actually expect to get there.[1] Another recent study provides more information on this. An analysis of government survey data done by Bloomberg indicates that there are more than 24 million millionaire households, or almost one in five. But a lot of that wealth is sealed into 401(k)s, IRAs and home equity, none of which is easily accessible. This is especially true for households in the lower end of the millionaire spectrum, with a net worth between $1 million and $2 million, which on average, have 66 percent of their wealth locked into these types of assets.[2] It’s important not to minimize what so many people have accomplished. $1 million is a great emotional milestone. And it's still a lot of money. The median household net worth is considerably less: about $193,000.[3] But nowadays, you might not be able to live off $1 million. It could end up lasting you a long time, but it all depends on where you live (which you can control), your health and longevity (which you might not be able to control), and how much you spend on things like housing, health care and other expenses. Every situation is different, of course. The cost of living varies widely throughout the United States. According to research by Forbes magazine, the average cost of living, defined as “housing costs, transportation, health care, food and income taxes,” is the highest in Hawaii at $55,491. Mississippi comes in the lowest with an average of $32,336. Of course, this is just for the essentials. The figures don't include entertainment, travel or anything else.[4] When it comes to longevity, average life expectancy has some quirks to it. For one thing, each year you age, your remaining life expectancy goes down, but not by a full year. This is a statistical oddity due to the fact that you're still here, but a few of your peers are not. For example, if you are a male age 60, your remaining life expectancy is 23.3 years, or to age 83.3. But if you make it to age 65, your new life expectancy is 19.3 years, or to age 84.3.[5] There are gender differences as well. For people age 65, females, on average, outlive males by approximately 2.7 years.[6] These are all just averages, of course. But the resulting life expectancies are often longer than people might anticipate. Here's another unique statistic: For a married couple age 60, there is approximately a 60 percent chance that at least one of the two will live past age 90.[7] That may or may not be you, but the longer you expect to live, the more concerned you will be about whether your $1 million is enough. How long will it last, and will you still be around when it runs out? Here are three hypotheticals compiled by SmartAsset. In the first one, assume you start with $1 million and get a 6 percent return. Also assume you are in a 24 percent tax bracket and you spend $5,000 per month. In that scenario, your $1 million should last you 30 years. But in the second scenario, assuming your return goes down to 5 percent, the well would run dry in 26 years. In the third scenario, your return goes up to 7 percent. But your tax bracket is also higher: 32 percent, and your withdrawal goes up to $6,000 per month. With those assumptions, your savings would only last 23 years.[8] Keep in mind that these examples do not include other sources of income such as Social Security. The maximum amount of Social Security you can collect is $5,181[9] per month before tax and Medicare charges, but that assumes you paid in the maximum and collect at age 70, which less than 10 percent of people do.[10] The average benefit is approximately $1,959 per month.[11] But when it comes to retirement income, the one huge advantage Social Security has is that it is indexed for inflation, although the Cost of Living Adjustment (or COLA) increases don't always keep up. So, how much you can accumulate for retirement is important, but it's not everything. Perhaps some of us are focusing on the wrong thing. Maybe it's just as important to have an income plan as it is to have an accumulation plan.[12] In other words, no matter how much you save, it's still only the first half of the journey. [1] Randall, Steve. “Nearly half of workers peg retirement target at $1M as anxiety climbs.” Investmentnews.com. https://www.investmentnews.com/retirement-planning/nearly-half-of-workers-peg-retirement-target-at-1m-as-anxiety-climbs/263546 (accessed December 15, 2025). [2] Steverman, Ben, Tartar, Andre and Davidson, Stephanie. “America Is Minting Lots Of Cash-Strapped Millionaires.” Fa-mag.com. https://www.fa-mag.com/news/america-is-minting-lots-of-cash-strapped-millionaires-84395.html (accessed December 12, 2025). [3] Kane, Libby. “The net worth it takes at every age to be richer than most people you know.” Businessinsider.com https://www.businessinsider.com/net-worth-data-american-wealth-age-2025-4 (accessed December 12, 2025). [4] Rothstein, Robin. “Examining The Cost Of Living By State.” Forbes.com. https://www.forbes.com/advisor/mortgages/cost-of-living-by-state/ (accessed December 15, 2025). [5] Social Security Administration. “Retirement & Survivors Benefits: Life Expectancy Calculator.” Ssa.gov. https://www.ssa.gov/OACT/population/longevity.html (accessed December 15, 2025). [6] The Global Statistics. “Life Expectancy by Age in the US 2025 | Stats & Facts.” Theglobalstatistics.com. https://www.theglobalstatistics.com/life-expectancy-by-age/ (accessed December 15, 2025). [7] Social Security Administration. “Longevity Visualizer.” SSA.gov. https://www.ssa.gov/policy/tools/longevity-visualizer/index.html (accessed December 15, 2025). [8] Smartasset.com. “Is $1M Enough to Retire Comfortably in 2025? Replace Guesswork With a Fiduciary-Built Plan.” Insights.smartasset.com. https://insights.smartasset.com/sem/how-long-will-1m-last-in-retirement?utm (accessed December 15, 2025). [9] Social Security Administration. “Worker with steady earnings at the maximum level since age 22.” Ssa.gov. https://www.ssa.gov/OACT/COLA/examplemax.html (accessed December 15, 2025). [10] Royal, James. “What age do most Americans take Social Security?” Bankrate.com. https://www.bankrate.com/retirement/when-do-most-americans-take-social-security/ (accessed December 15, 2025). [11] Horton, Cassidy. “What's the average Social Security check in Dec. 2025?” Aol.com. https://www.aol.com/finance/retirement-planning/article/average-social-security-benefit-payment-december-2025-195039610.html (accessed December 15, 2025). [12] LaPonsie, Maryalene. “Can You Retire on $1 Million? Here’s How Far It Will Go in 2025.” USNews.com. https://money.usnews.com/money/retirement/articles/can-you-retire-on-one-million (accessed December 15, 2025). More SML Planning Minute Podcast Episodes This podcast is brought to you by Security Mutual Life Insurance Company of New York, The Company That Cares®. The content provided is intended for educational and informational purposes only. Information is provided in good faith. However, the Company makes no representation or warranty of any kind regarding the accuracy, reliability, or completeness of the information. The information presented is designed to provide general information regarding the subject matter covered. It is not to serve as legal, tax or other financial advice related to individual situations, because each individual's legal, tax and financial situation is different. Specific advice needs to be tailored to your situation. Therefore, please consult with your own attorney, tax professional and/or other advisors regarding your specific situation. To help reach your goals, you need a skilled professional by your side. Contact your local Security Mutual life insurance advisor today. As part of the planning process, he or she will coordinate with your other advisors as needed to help you achieve your financial goals and objectives. For more information, visit us at SMLNY.com/SMLPodcast. If you've enjoyed this podcast, tell your friends about it. And be sure to give us a five-star review. And check us out on LinkedIn, YouTube and Twitter. Thanks for listening, and we'll talk to you next time. Tax laws are complex and subject to change. The information presented is based on current interpretation of the laws. Neither Security Mutual nor its agents are permitted to provide tax or legal advice. The applicability of any strategy discussed is dependent upon the particular facts and circumstances. Results may vary, and products and services discussed may not be appropriate for all situations. Each person's needs, objectives and financial circumstances are different, and must be reviewed and analyzed independently. We encourage individuals to seek personalized advice from a qualified Security Mutual life insurance advisor regarding their personal needs, objectives, and financial circumstances. Insurance products are issued by Security Mutual Life Insurance Company of New York, Binghamton, New York. Product availability and features may vary by state.​ SubscribeApple PodcastsSpotifyAndroidPandoraBlubrryby EmailTuneInDeezerRSSMore Subscribe Options

For three years running, the WealthStack season has officially started the same way: with an unfiltered wealthtech outlook conversation between Shannon Rosic and Davis Janowski, senior technology editor and research analyst at Wealth Management. If 2025 was the year firms finally started using AI, 2026 is shaping up to be the year we find out whether all that tech actually pays the rent. In this annual tech vibe check, Shannon and Davis dig into how AI notetakers quietly reshaped advisor workflows, why agentic AI and “AI operating systems” are the next wave, and what this all means for junior talent, firm structure and the future “Chief AI Officer.” They also explore whether Franken-stacks are really dying, how niche platforms and new lead-gen tools are redefining value, and why cybersecurity and deepfakes may be the biggest underpriced risks on every CTO's roadmap.  Key takeaways: What under-the-radar innovations to watch in the 2026 How data fragmentation limits real AI adoption despite rising tech budgets What agent-based platforms signal about the future of advisor software Why critical thinking remains more valuable than pure AI skills How cybersecurity risks are growing faster than regulatory responses Resources: Listen to WealthStack on Wealth Management Subscribe and listen to WealthStack on Apple Podcasts Subscribe and listen to WealthStack on Spotify Connect with Shannon Rosic: Shannon Rosic WealthStack website Wealth Management Connect with Davis Janowski: LinkedIn: Davis Janowski Instagram: @DavisJanowski About Our Guest: Davis Janowski is a New York-based technology journalist whose work spans consumer, business and the FinTech sectors. Prior to his six years with WM, Janowski worked for Forrester Research as an analyst covering Digital Wealth Management. In edition, he has worked for two FinTech startups, Wealthfront and New York-based FeeX, Inc. (now Pontera). His work covering the advisor tech space began in 2007 when he joined InvestmentNews as the advisor industry's first dedicated technology reporter. His start in tech journalism began as an editor with PC Magazine in 1999 where he later served as an analyst and reviewer. His work has appeared in The New York Times, Wealth Management, Financial Planning, RIABiz, InvestmentNews, PC Magazine, numerous blogs and several books, including Technology Tools for Today’s High Margin Practice. He has also been a speaker and moderator at numerous industry conferences. Outside his day-to-day he is a senior guide for Manhattan Kayak Company in New York City.

In this episode of The Dream Architect Life, Brian Sweet sits down with Scott Danner, a longtime industry friend, author, coach, and Executive Vice President, Head of Legacy, at Steward Partners, for a real conversation about dreaming bigger, staying grounded, and building a life you actually want to live. Scott shares how growing up without “extras” shaped his drive, how he moved from building a financial advisory practice to building a multi-state enterprise, and why the real win is designing a life aligned with your values. Along the way, he breaks down his LIFE model (Love, Impact, Faith, Energy), the “cheat code” habits he leans on daily, and why action is often the fastest way through fear. The conversation also touches on legacy, fatherhood, perspective, and a simple but powerful question: what would you regret not doing if time ran out sooner than you expected? Scott discusses: How thinking big starts with confidence, then grows into serving others The LIFE model (Love, Impact, Faith, Energy) and how it shapes decisions Why action and momentum can break the grip of fear Daily practices that keep him steady when routines get disrupted Books that shaped his perspective, including Think and Grow Rich, Man's Search for Meaning, and Inner Excellence And more Resources: Man's Search for Meaning, Viktor Frankl Inner Excellence, Jim Murphy Connect With Scott Danner: scottdanner.com Podcast: The High Performance Life Podcast LinkedIn: Scott Danner Connect With Sweet Financial Partners: 1 (507) 235-5587 meetingwithsweet.com Sweet Financial LinkedIn: Bryan Sweet Facebook: Sweet Financial Partners Get our book, “Dream Architecture,” here About Our Guest: Scott Danner is the Executive Vice President, Head of Legacy, at Steward Partners. Outside of his traditional financial advising role of 23 years, Scott W. Danner is the Executive Vice President of Steward Partners and Head of Legacy, the firm's M&A division. He leads all M&A strategy for Steward Partners, oversees the Legacy division and its teams, and contributes to major firm initiatives and strategic growth efforts. After building Freedom Street Partners into a thriving firm, he led its merger with Steward Partners in 2023, bringing his expertise in M&A, succession planning, and business development to the forefront. A recognized leader in financial services, Scott has helped scale firms, navigate transitions, and drive industry-leading expansion. Previously, as CEO of Freedom Street Partners, he grew the firm to seven states, overseeing 40 advisors managing nearly $3.5 billion in assets under advisement.  His impact has earned him as a finalist to the ThinkAdvisor's Luminaries Individual Award for RIA M&A Leader of the Year (RIAs: Less Than $10 Billion AUM/AUA), recognition on InvestmentNews' 2024 “Hot List”, and inclusion on the Forbes Best-In-State Wealth Advisors list (2021, 2022, 2023). Scott's track record includes successfully building a $25M+ revenue business with over 100 employees, selling it at peak valuation, and establishing himself as a leading consultant in M&A for financial advisory firms. He is frequently sought after for industry insights and media interviews. The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock sit down with Sean Allocca, executive editor of The Daily Upside and veteran financial journalist. Sean reflects on his path into financial journalism, what drew him to The Daily Upside and why curiosity remains central to strong reporting. Our conversation with him explores how modern financial media balances credibility with accessibility, and how editors think about storytelling in an increasingly crowded news landscape. We cover: How a passion for writing led Sean to a career in financial journalism His experience at The Daily Upside and how the publication blends serious reporting with humor and pop culture Key lessons from covering markets across multiple financial publications over the years The rise of “new media” and the role AI is beginning to play in shaping financial news Some of Sean's most memorable interviews, including a conversation with John Walsh of America's Most Wanted …and more! Tune in for a candid conversation on modern financial journalism, editorial decision-making and the questions that shape the stories readers see. Topics: (0:37) Meet Sean Allocca (1:44) A New Jersey local (2:38) Don't miss out on Prospect Tavern! (3:08) What's for lunch? (4:38) Joe Duran and a rotisserie chicken (5:23) A disdain for mushrooms and a love for ravioli (7:03) Sean's journey into financial journalism through his passion for writing (7:58) His crime investigative reporting era at Forensic Magazine (8:35) Pivoting to CFO Magazine and the world of corporate finance (10:33) Present day: what drew Sean to The Daily Upside (12:38) The Daily Upside's unique approach and venture into “new media” (13:53) How AI is reshaping the way news is delivered (14:43) A peek behind the curtain of the newsroom: balancing comedy and complex topics (15:48) America's Next Top Model (Portfolio) (16:23) Lessons from covering markets and finance across multiple financial publications (16:42) Never stop asking questions (17:46) PR spins (debunked in StreetCred's most recent blog by Jill Casey Pintor) (18:38) A special interest in investing: options, derivatives and different asset classes (20:15) Suitability vs. fiduciary (21:49) A shift toward being more fiduciary and a corresponding shift in the way firms market themselves (23:28) A few stories and interviews that have stood out to Sean over the years (23:48) Sean shares his PR horror stories (24:05) Interview with John Walsh from America's Most Wanted (24:34) Sitting down with Peter Mallouk, Josh Brown, Kunal Kapoor and others (25:16) The process of preparing for interviews (27:02) A fun game Sean's brother likes to play when Sean is hosting an interview (28:07) Have you heard of Harry Mack? (28:37) Shout out to Sean's brother (28:47) The revival of Jimmy the Moock! (29:24) Time for our Play segment! (29:46) An alternate life as a musician (31:07) The benefits of classical music, for humans, cats and plants (33:34) Sean's favorite things to do for fun: museums, exploring new places (34:07) A plug for the bounties of Philadelphia (35:20) Moment of gratitude (36:42) Look out for a joke on circumventing mushrooms in the next newsletter! Connect with StreetCred PR: Contact Us: https://streetcredpr.com/contact/  StreetCred PRWebsite: https://streetcredpr.com/  Elena Krasnow on LinkedIn: https://www.linkedin.com/in/elena-krasnow/  Elena Krasnow on X (Twitter): https://twitter.com/elenaspeaking  Jimmy Moock on LinkedIn: https://www.linkedin.com/in/jimmy-moock-3103162/  Jimmy Moock on X (Twitter):  https://twitter.com/jimmymoock  StreetCred PR on LinkedIn: https://www.linkedin.com/company/streetcred-publicrelations/  StreetCred PR on X (Twitter): https://twitter.com/StreetCred_PR  Subscribe to PRess Play on YouTube: https://www.youtube.com/@StreetCredPR  Connect with Sean Allocca: The Daily Upside: https://www.thedailyupside.com/  Sean Allocca on LinkedIn: https://www.linkedin.com/in/seanallocca/  The Prospect Tavern: https://www.theprospecttavern.com/  About our Guest:  Sean Allocca is Executive Editor of The Daily Upside and an award-winning journalist with more than 15 years of finance experience. He was formerly the editor-in-chief of ETF.com where he led business development and editorial strategies. He also served as managing editor of the wealth management publications InvestmentNews and Financial Planning, and as editor of the corporate finance publication CFO Magazine.  Publishing Tags: PRess Play, StreetCred PR, Podcast, Financial Journalism, Financial Media, The Daily Upside, Sean Allocca, Elena Krasnow, Jimmy Moock, Wealth Management, Media Relations, Newsroom Insights, Behavioral Finance, New Media, AI in Journalism, Personal Stories, Editorial Strategy, Financial News, Behind the Scenes

“To grow to an 8-figure business, you have to fire yourself – let go of doing all of the things that you think you have to do as the founder, as the advisor, and really let go so you can step into this visionary leadership role that most founders want to be in.” Julia Carlson In this conversation, Julia Carlson shares how she grew her practice from scratch, building a dynamic team and eventually stepping into a visionary leadership role (yes, “firing herself” in the process).  You'll hear about her dedication to helping both retirees and entrepreneurs, her passion for holistic financial planning, and her mission to inspire 1,000 entrepreneurs to each give $1 million to causes they care about, ultimately creating a $1 billion movement for good. Whether you're looking for insights on scaling a business, creating meaningful differentiation, building a powerful team culture, or simply finding happiness and balance as an advisor, you'll find Julia brings both practical strategies and a refreshingly authentic perspective.  Bill and Julia Discuss: How leaders shift from rugged self-reliance to collaborative leadership as their firm scales. How her Retirement Readiness Checklist becomes a magnet for her Right-Fit Clients. The power of serving both pre-retirees and business owners and how this dual focus fuels deeper relationships. Why Julia chose organic growth over acquisitions and what that has meant for her firm's culture, trust, and scalability. The impact of embedding generosity into a business model and how the $1 Billion for Good movement inspires teams and clients alike. Why modern advisors must blend investment + insurance + planning into one holistic approach. Sponsor: EPISODE SPONSOR: Oberle Risk Strategies www.Oberle-Risk.com/private-client   Connect With Julia Carlson LinkedIn: https://www.linkedin.com/in/thejuliacarlson/  Website:  https://www.thejuliacarlson.com/  Writers Island: https://www.writersislandtv.com/julia_carlson Resources:  RapidFire Referrals Get a copy of “The Language of Referrals” Get a copy of “Radical Relevance” Grab your copy of The Hidden Heist today! Find Mitch Anthony's books here! Connect With Bill Cates: BillCates@referralcoach.com Referral Coach Homepage Hire Bill for Coaching Enroll in The Cates Academy About Tessa Santarpia:     Julia Carlson is the Founder and CEO of Financial Freedom Wealth Management Group, a nationally recognized firm ranked in the top 1% of the industry. An entrepreneur, speaker, author, and educator, Julia has become a respected thought leader on tax-efficient retirement strategies, distribution planning, and exit planning for business owners. She launched her firm at the turn of the century and has since built a reputation for exceptional client service and visionary leadership. Julia is the author of Money Loves You and has a new book forthcoming in February 2026: Let's Get You Fired – How Entrepreneurs Scale to 8 Figures by Letting Go and Leading with Vision. Through her coaching and guidance, she helps entrepreneurs grow beyond the hustle, build companies that thrive without their constant presence, and create a legacy of generosity. Her bold mission: help 1,000 entrepreneurs scale to 8 figures and give $1 million each to causes they care about—fueling a $1 billion movement for good. A frequent voice in the media, Julia has been interviewed by Barron's, Forbes, Financial Advisor Magazine, MSN, Reuters, InvestmentNews, USA Today, Yahoo! Finance, and Nasdaq. She has been named an InvestmentNews Women to Watch honoree, and a multi-year Forbes Top Women Wealth Advisor. She works from the firm's office in the beautiful coastal community of Newport, Oregon, where she lives with her husband and their three children.

Bruce Kelly, senior columnist at InvestmentNews, is joined this week by fellow writers Gregg Greenberg, Andrew Cohen, and Leo Almazora, to look back on the top stories of an eventful year in wealth management.

Join Liam and Tim as we react to the exciting news that Wrexham have drawn Premier League side Nottingham Forest at home in the FA Cup third round!We give our immediate thoughts on the draw and talk about players/managers with links to both teams, while Tim reminisces about a cracking cup double header against Forest from the 90s.We also chat about even more good news as Wrexham have announced new minority investors as Apollo Sports Capital join the Rob and Ryan adventure and what it means for the club. Plus, what would you do if a Wrexham player did a Mo Salah?------------------------------------------------------------------------------------------------------Enjoy this Fat Boar-sponsored episode? Then please consider buying us a coffee: https://buymeacoffee.com/fearlessidzineTo subscribe to our Wrexham is the Game newsletter visit: https://wrexhamisthegame.substack.com/Find us on socials: https://linktr.ee/fearlessidzine#wrexhamafc​ #ryanreynolds​ #robmcelhenney​ #championship​ #wrexham #wrexhamfc #wxmafc #welcometowrexham​ #wrexhamfx​ #efl​ #nottinghamforest #facup Hosted on Acast. See acast.com/privacy for more information.

When was the last time you felt a sinking feeling just thinking about money? For many, money is far more than just numbers in a bank account—it's tangled up with our emotions, childhood experiences, and even our closest relationships. All too often, conversations around money get swept under the rug, leaving us to battle our financial stress and shame alone. But what if unraveling these hidden money wounds is the key to building stronger connections—with ourselves and with others? In this episode, listeners are invited to reimagine their relationship with money and begin addressing the emotional baggage attached to it. Through relatable stories and practical examples, this conversation explores how early money memories shape our beliefs and behaviors, and impact how we communicate with partners, friends, and even our kids. You'll learn actionable steps to identify your own "money story," bridge differences in financial perspectives, and move from feelings of shame or avoidance to a place of security and mutual understanding. If you're ready to make money a tool for connection rather than conflict, this episode offers a roadmap for transforming anxiety into empowerment. Shari Rash is a nationally recognized financial advisor, money mindset expert, and the host of Everyone's Talkin' Money—named a Top 4 money podcast by The New York Times, with over 24 million downloads. Shari breaks down complex financial topics into real-life conversations that empower women to own their worth and build lasting wealth. She's been named a 2024 Best Wealth Manager and Advisor Under 40 by InvestmentNews.   Episode Highlights 04:40 How sharing money struggles brings us closer. 07:59 Understanding money personalities in romantic relationships. 10:08 Unpacking money conflicts: Addressing deeper needs in couples. 13:58 Creating compromises and shared financial goals in partnership. 17:20 Exploring childhood money memories and their lasting impact. 22:36 Real couple example: Money stories shaping habits and choices. 24:51 Turning financial difficulties into relationship growth. 26:57 The healing power of monthly money conversations. 31:28 Moving from money shame to practical, empowered choices. 38:26 Making spending intentional and aligning with values. 41:47 Reflection questions to deepen your money relationships.   Your Checklist of Actions to Take Reflect on your earliest money memory to uncover potential beliefs and wounds about finances. Initiate regular, open conversations about money with your partner or friends without sharing private details. Identify your and your partner's "money personality" (saver, spender, hoarder, YOLO) to better understand differences in financial habits. Practice vulnerability by sharing concerns or challenges related to money to strengthen intimacy and support. Set a realistic number that feels comfortable for your checking account and use it as your "zero" baseline. Build an emergency fund by calculating three to six months of expenses and agreeing on the right amount for your household. Align spending habits with your core values and make intentional choices that reflect what matters most to you. Create structured, positive money check-ins with your partner, starting each meeting with wins or appreciations to foster connection.   Mentioned 12 Relationship Principles to Strengthen Your Love (free guide)   Connect with Shari Rash Websites: everyonestalkinmoneypodcast.com | gwawealth.com X: x.com/MoneyChicShari YouTube: youtube.com/@EveryonesTalkinMoney Instagram: instagram.com/everyonestalkinmoney LinkedIn: linkedin.com/in/shari-rash  

There are few reporters who have covered the GWG fallout like InvestmentNews' Bruce Kelly has, but we found one who has covered it even more comprehensively and at a granular level in Tim Carpenter of the Kansas Reflector.

Want to use your retirement funds to invest beyond the stock market? In this episode, Henry Yoshida, CFP®, shares how his fintech company empowers investors to use their IRAs and 401(k)s to invest in private assets, all while maintaining tax advantages. Learn how he modernized retirement investing and why today's investors must think beyond traditional markets to build true diversification and long-term wealth.   Key Takeaways To Listen For The story behind Honest Dollar Why big financial institutions resist alternative investments How self-directed IRAs empower investors to fund private real estate What true diversification means in investing Psychological advantages of investing through tax-advantaged retirement accounts   Resources/Links Mentioned In This Episode Honest Dollar Greenlights by Matthew McConaughey | Hardcover and Audiobook The Richest Man in Babylon by George S. Clason | Kindle and Paperback Rocket Dollar Knowledge Base   About Henry Yoshida, CFP®Henry Yoshida, CFP®, is the Co-Founder and CEO of Rocket Dollar, a platform that empowers individuals to unlock their retirement savings by investing through Self-Directed IRAs and Solo 401(k)s. A three-time entrepreneur in the retirement services industry, Henry previously founded Honest Dollar, which was acquired by Goldman Sachs, and served as a Vice President of Retirement Business at Merrill Lynch, where he managed over $2.5 billion in client assets. He has been recognized by InvestmentNews as one of the "Top 40 Under 40" financial professionals and is a nationally sought-after voice on retirement innovation, alternative investing, and fintech. Henry frequently appears in major media outlets, including CNBC, Bloomberg, Yahoo! Finance, and TechCrunch, where he shares insights on modern retirement planning and wealth-building strategies.   Connect with Henry Website: Rocket Dollar LinkedIn: Henry Yoshida, CFP® Phone: (855) 762-5383   Connect With UsIf you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.   Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554

InvestmentNews podcast host Bruce Kelly catches up with Jeffrey Vahanian to reflect on his career and when it is time to recalibrate.

InvestmentNews podcast host Bruce Kelly chats with teammate Andy Burt to break down a variety of recent news stories in the wealth management industry.

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Cameo Roberson and Kari Ellis, co-authors of Beyond the Broker, about how women can find success in financial services by embracing independence, leaning into their purpose, and harnessing the power of their networks.

InvestmentNews podcast host Bruce Kelly chats with Diamond Consultants CEO Louis Diamond to get his take on a variety of events in the wealth management industry.

Gregg Greenberg is well known as the ubiquitous host at Investment News and before that as a reporter for TheStreet.com where he interviewed executives from all parts of the financial world. What's less known about Gregg is his love of writing for the silver screen and the stage. On this episode of Press Profiles, we discuss the art of storytelling – for interviews, movies, plays, and books. Gregg also talks about his early pivot from finance at Lehman Brothers to journalism and what he loves about the job. We also discuss Jimmy Breslin, Jim Cramer, hot pastrami, the best PR pitches, and of course, a whole lot more.

InvestmentNews podcast host Bruce Kelly chats with Morningstar's Bryan Armour to examine the impact alternatives and illiquid asset investments are having on the industry.

Become a Client: https://nomadcapitalist.com/apply/ Get our free Weekly Rundown newsletter and be the first to hear about breaking news and offers: https://nomadcapitalist.com/email Join us for the next Nomad Capitalist Live event: https://nomadcapitalist.com/live/ We are joined by Ashley Cleveland, an expert on anything regarding investing in African business and expanding your portfolio within this new investment frontier. Nomad Capitalist helps clients "go where you're treated best." We are the world's most sought-after firm for offshore tax planning, dual citizenship, international diversification, and asset protection. We use legal and ethical strategies and work exclusively with seven- and eight-figure entrepreneurs and investors. We create and execute holistic, multi-jurisdictional Plans that help clients keep more of their wealth, increase their personal freedom, and protect their families and wealth against threats in their home country. No other firm offers clients access to more potential options to relocate to, bank in, or become a citizen of. Because we do not focus only on one or a handful of countries, we can offer unbiased advice where others can't. Become Our Client: https://nomadcapitalist.com/apply/ Our Website: http://www.nomadcapitalist.com/ About Our Company: https://nomadcapitalist.com/about/ Buy Mr. Henderson's Book: https://nomadcapitalist.com/book/ Disclaimer: Neither Nomad Capitalist LTD nor its affiliates are licensed legal, financial, or tax advisors. All content published on YouTube and other platforms is intended solely for general informational and educational purposes and should not be construed as legal, tax, or financial advice. Nomad Capitalist does not offer or sell legal, financial, or tax advisory services.

We are diving into one of the most challenging and emotional parts of divorce, money. Money is not just numbers on a spreadsheet; it is safety, freedom, self-worth, and often a whole lot of shame. Today I'm joined by Shari Rash, a nationally recognized financial advisor and money mindset expert. She hosts Everyone's Talkin' Money, named a Top 4 money podcast by The New York Times with more than 24 million downloads, and is known for turning complex financial topics into real-life conversations that help women claim their worth and build lasting wealth. Shari does not give cookie-cutter “skip the latte” advice. She brings real talk with no bro speak and no shaming, helping you unpack old money stories, release shame, and step into financial confidence. She reminds you that it is on you now, and that that's a good thing. Take that power, understand what you have, and work with it. This conversation will help you build clarity and confidence to manage your money before, during, and after divorce. ✨ If you'd like to watch the video version of this episode, you can find it here. What you'll hear about in this episode: How to shift your money mindset and simplify finances so decisions feel less overwhelming (2:58) Deep seated money beliefs that keep you stuck and how to challenge them so you feel capable and in control (6:12) The first steps to releasing money shame and rebuilding confidence (13:17) The subtle ways money shapes your daily choices and self worth after divorce (22:27) Common money myths and the truths women need to hear in this stage of life (23:16) Learn more about Shari Rash: Shari Rash is a nationally recognized financial advisor, money mindset expert, and the host of Everyone's Talkin' Money—named a Top 4 money podcast by The New York Times, with over 24 million downloads. Shari breaks down complex financial topics into real-life conversations that empower women to own their worth and build lasting wealth. She's been named a 2024 Best Wealth Manager and Advisor Under 40 by InvestmentNews. Resources & Links: The Divorce Survival Guide Podcast Episodes are also available YouTube!Focused Strategy Sessions with Kate The Divorce Survival Guide Resource BundlePhoenix Rising: A Divorce Empowerment CollectiveKate on InstagramKate on FacebookKate's Substack Newsletter: Divorce Coaching Dispatch Everyone's Talkin' Money Podcast Shari on Instagram Shari on TikTok Shari on Facebook Shari on YouTube =================== DISCLAIMER:  THE COMMENTARY AND OPINIONS AVAILABLE ON THIS PODCAST ARE FOR INFORMATIONAL AND ENTERTAINMENT PURPOSES ONLY AND NOT FOR THE PURPOSE OF PROVIDING LEGAL OR PSYCHOLOGICAL ADVICE.  YOU SHOULD CONTACT AN ATTORNEY, COACH, OR THERAPIST IN YOUR STATE TO OBTAIN ADVICE WITH RESPECT TO ANY PARTICULAR ISSUE OR PROBLEM. =================== Episode link: https://kateanthony.com/podcast/episode-338-divorce-money-and-self-worth-with-shari-rash/  

Welcome to "Ahead in the Count," presented by BIP Wealth. Our Baseball Division combines their collegiate and professional baseball playing experience with financial acumen to provide expertise in life on and off the field. We aim to give ballplayers and their families a better understanding about their unique lifestyle, the opportunities that come from playing this game, and insight into the complex financial world. This is "Ahead in the Count," hosted by Nolan Alexander, from BIP Wealth. In this episode, Mark Flickinger returns to discuss why the fall of 2025 presents a unique opportunity for investing in private markets. The conversation covers current market dynamics, the importance of manager selection, and new accessibility options for private market investments. Key Topics Discussed Why Now Is an Attractive Time for Private Markets Valuation opportunities Buy low strategy Market fundamentals Current Market Dynamics Capital constraints Opportunity zone Consolidation potential The Private Market Shakeout Market correction: Approximately 50% fewer venture funds active compared to recent peak years Discipline matters Long-term perspective: Removing the COVID-era bubble reveals a consistent growth trajectory from 2017-forward Increased Accessibility to Private Markets Evergreen funds and BDCs 401(k) developments IRA options: Self-directed IRAs already enabling private market participation with tax advantages Investment Considerations for Ballplayers Manager selection is critical: Not all private equity returns are equal - performance varies significantly by manager Portfolio fit: Best investment available isn't always the right one for individual circumstances Professional guidance: Importance of working with experienced managers who evaluate deals daily Tax efficiency: Private credit investments work well in tax-advantaged accounts Please like, subscribe, and rate this podcast episode of Ahead in the Count! To contact the hosts, send an email to jhester@bipwealth.com, kschmidt@bipwealth.com, cmurray@bipwealth.com, or jhermida@bipwealth.com

InvestmentNews podcast host Bruce Kelly sits down with with Praxis Solutions CEO Bill Dwyer to reflect on the changes of the financial advisory world over the years and what technology will bring next.

InvestmentNews podcast host Bruce Kelly catches up with LODAS Markets CEO Brian King to examine the recent trends in alternative trading platforms, and more.

Meet our first guest Olympian on the show! David Flores Wilson, CFA, CFP®, CEPA®, CM&AA, is a Managing Partner at Sincerus Advisory. His financial guidance has appeared on CNBC, Yahoo! Finance, the New York Times, US News & World Report, and InvestmentNews. Episode Deepdive:***Start taking action right NOW!

This $3B Money Management Firm Shares Timeless Lessons & Takes A Holistic Approach To Investing GuestDaria Victorov – Financial Advisor and Partner atAbacus Wealth Partners with approximately $3B in AUMWebsite: https://abacuswealth.com/ BioDaria graduated from Virginia Tech's CFP undergraduate education program. Shortly after graduating she relocated to the Bay Area and worked for a small RIA in Silicon Valley. There she kick started her career working primarily with young professionals in tech. After a year the company merged with another RIA where she gained experience working with a transcontinental team and focusing on transitioning clients to the new firm.In 2016 she moved to Abacus Wealth Partners where she is now a relationship manager and partner. Abacus is a national RIA that serves ~1,600 households. She has been on FPA Silicon Valley's board of directors and the NorCal committee. Currently she is involved with NAPFA's DEI committee. In 2018 she was named one of Financial Advisor's 10 Young Advisors to Watch. Lastly, in 2024 she was named one of InvestmentNews' Rising Star recipients.Disclaimer:Abacus Wealth Partners, LLC (‘Abacus') is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Abacus has attained a particular level of skill or ability. This material prepared by Abacus is for informational purposes only and is developed from sources believed to be providing accurate information. Abacus' website and its associated links offer news, commentary, and generalized research. The opinions expressed and material provided are for general information and should not be considered as a recommendation or solicitation of any particular security, strategy or investment product. It is not intended to serve as personalized tax, legal, and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Abacus is not a legal or accounting firm. Please consult with your tax and/or legal professional regarding your specific tax or legal situation when determining if any of the mentioned strategies are right for you. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed.

InvestmentNews Podcast host Bruce Kelly invites Knut Rostad to the show to discuss the fiduciary standard and how it impacts investment advisors.

InvestmentNews Podcast host Bruce Kelly is joined by managing editor Andy Burt to talk about the fascinating stories of Chuck Roberts, Greg Cornick, and more.

David Flores Wilson, CFA, CFP®, Managing Partner at Sincerus Advisory, where he helps entrepreneurs, tech professionals, and business owners build and protect their wealth, optimize business exits, and achieve financial freedom.Named an Investopedia Top 100 Financial Advisor (2019 & 2020), his financial expertise has been featured in CNBC, The New York Times, Kiplinger, and InvestmentNews. A Certified Exit Planning Advisor (CEPA®), he specializes in equity compensation planning, tax- efficient wealth strategies, and strategic philanthropy, ensuring his clients make informed financial decisions that align with their long-term goals. A graduate of UC Berkeley, he holds multiple financial credentials, including CFA, CFP®, AEP®, CEPA®, and CCFC. David represented Guam in the 1996 Atlanta Olympic Games and is an active member of Entrepreneur's Organization, the Estate Planning Council of NYC, and Advisors in Philanthropy, where he promotes financial literacy and impactful philanthropy.Passionate about continuous learning and personal growth, David enjoys traveling, reading, Brazilian Jiu-jitsu, yoga, and snowboarding in his free time. CONTACT DETAILS Email: dwilson@sincerusadv.com Company: Sincerus AdvisoryWebsite: https://sincerusadv.com/Social Media Address:LinkedIN - https://www.linkedin.com/in/david-flores-wilson-cfp%C2%AE-cfa-02b5a/ X - https://x.com/NYwealthadvisor Remember to SUBSCRIBE so you don't miss "Information That You Can Use." Share Just Minding My Business with your family, friends, and colleagues. Engage with us by leaving a review or comment. https://g.page/r/CVKSq-IsFaY9EBM/review Your support keeps this podcast going and growing.Visit Just Minding My Business Media™ LLC at https://jmmbmediallc.com/ to learn how we can help you get more visibility on your products and services. 

Are your eyes open to see the needs that are all around you?In this episode, Jeff and Tommy discuss: Meeting Jesus in the midst of life.The power of good friends.Deeply caring for people through business.Asking “is it worth it” rather than “do I like it.”  Key Takeaways: Having a friend group that can lift you up and won't drag you down in high school can be extremely strengthening to one's testimony.Think about what you need to do to make your life and work feel purposeful. It may be something practical - what changes can be made now?Align your hearts and values, then separate the duties and responsibilities to align with strengths.Be willing to do things you don't like if it's worth it in support of some of the most vulnerable people around the world.  "We embrace the joy and the burden of the call…it's truly kind of God to give us a burden." —  Tommy Martin  Episode References: Tim Tebow Foundation: https://timtebowfoundation.org/Night to Shine: https://timtebowfoundation.org/night-to-shine/ About Tommy Martin: Tommy is The Tebow Group's CEO and a Mammoth Scientific partner. The Tebow Group exists to fuel and amplify faith, hope, and love in support of the Tim Tebow Foundation, which serves some of the most vulnerable people (the real MVPs) around the globe. Before leading The Tebow Group, Tommy founded, led, and exited multiple nationwide financial firms, including broker/dealers, RIAs, and insurance agencies, collectively managing over $2 billion for high-net-worth clients. For his work in the financial services industry, Tommy was named to Investment News' inaugural list of the Top 40 Advisors Under Age 40. He was also named one of the top 8 visionaries who “will pull the financial service industry into the next stratum.” Tommy is a former professor who served as the Financial Planning Department Chair at Taylor University. He carries numerous finance licenses, is an alumnus of Harvard Business School, and is a best-selling financial author. Tommy lives with his lovely wife of twenty-three years and three children in Fort Wayne, Indiana. Connect with Tommy Martin:Website: https://tebowgroup.com/LinkedIn: https://www.linkedin.com/in/tommy-martin  Connect with Jeff Thomas: Website: https://www.arkosglobal.com/Podcast: https://www.generousbusinessowner.com/Book: https://www.arkosglobal.com/trading-upEmail: jeff.thomas@arkosglobal.comTwitter: https://twitter.com/ArkosGlobalAdvFacebook: https://www.facebook.com/arkosglobal/LinkedIn: https://www.linkedin.com/company/arkosglobaladvisorsInstagram: https://www.instagram.com/arkosglobaladvisors/YouTube: https://www.youtube.com/channel/UCLUYpPwkHH7JrP6PrbHeBxw

David Flores Wilson, CFA, CFP®, CEPA®, Co-Founder and Managing Partner at Sincerus Advisory, advises entrepreneurs and business owners in New York City on personal financial planning issues from formation to exit and beyond. A multiple-time Investopedia Top 100 Financial Advisor, his financial guidance has appeared on CNBC, Yahoo!Finance, the New York Times, US News & World Report, and InvestmentNews. David represented Guam in the 1996 Atlanta Olympic Games, sits on the Board of Directors as Treasurer for the Lower East Side Girls Club, and is active with Entrepreneur's Organization, the Estate Planning Council of New York City, Advisors in Philanthropy (AiP), and the Exit Planning Institute.Learn more: https://sincerusadv.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-david-flores-wilson-managing-partner-at-sincerus-advisory

David Flores Wilson, CFA, CFP®, CEPA®, Co-Founder and Managing Partner at Sincerus Advisory, advises entrepreneurs and business owners in New York City on personal financial planning issues from formation to exit and beyond. A multiple-time Investopedia Top 100 Financial Advisor, his financial guidance has appeared on CNBC, Yahoo!Finance, the New York Times, US News & World Report, and InvestmentNews. David represented Guam in the 1996 Atlanta Olympic Games, sits on the Board of Directors as Treasurer for the Lower East Side Girls Club, and is active with Entrepreneur's Organization, the Estate Planning Council of New York City, Advisors in Philanthropy (AiP), and the Exit Planning Institute.Learn more: https://sincerusadv.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-david-flores-wilson-managing-partner-at-sincerus-advisory

Mentorship can shape not just careers, but entire industries, especially when it's driven by purpose and authenticity. How do you transform personal challenges into leadership? How do you create space for underrepresented voices in finance? In this episode of Mitlin Money Mindset®, Larry Sprung speaks with Kellan Brown, Chief Operating Officer and Chief Development Officer of 100 Women in Finance, about her path from sports marketing and construction to finance, and her mission to elevate women and students through education, mentorship, and advocacy. Kellan shares her insights on career transitions, the power of relationships, and building inclusive opportunities across the financial sector. Kellan and Larry explore: Kellan's path to leadership in finance Transitioning careers during the pandemic The impact of a pivotal “Queen Bee” experience on mentorship Distinguishing mentorship from sponsorship The mission and pillars of the FinServ Foundation Tips for leaning into mentorship at any career stage Transitioning skillsets across industries And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Kellan Brown:  LinkedIn: Kellan Brown Website: 100 Women In Finance Kellan.Brown@100women.org  About our Guest: Kellan Brown Chief Operating Officer/Chief Development Officer, 100 Women in Finance Kellan's career in Executive Leadership spans over 15-years and three separate industries. She is considered a subject matter expert in strategic growth leadership and implementing mentorship programs in firms and non-profits. Kellan previously served as Executive Director for the FinServ Foundation, a 501(c)(3) where their mission is to empower the next generation of financial professionals through coaching, mentorship, and community. Kellan is an advisory member of Hand to Hand, a Foundation Fund that grants funding for women-led non-profit organizations and is an advisory board member for Focal, an enterprise grade AI technology solution for wealth management firms.  In addition to her non-profit and board work, Kellan was the Chief Growth Officer for a financial technology firm and led the Retirement Strategies Division at Finance of America where she also chaired the Mentorship committee. Kellan has been recognized as a Disruptor by WealthManagement.com, a Women to Watch by InvestmentNews and won the Ascension Award for women-led companies. In May of 2024 the FinServ Foundation won global recognition by WealthBriefing for their Mentorship Program Kellan led and she was recognized for Luminaries with a Heart by ThinkAdvisor in December 2024. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.  

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3103 Christina Browning dismantles the illusion of credibility surrounding investment news channels, revealing how their focus on sensationalism, jargon, and short-term hype undermines real financial growth. Instead of empowering viewers with sound strategies, these shows promote herd behavior and distract from proven paths like long-term index investing and the FIRE movement. Read along with the original article(s) here: https://www.ourrichjourney.com/post/the-truth-about-investment-news-channels-dont-fall-for-them Quotes to ponder: "Investing News Channels are NOT the answer. Seriously, DO NOT LISTEN TO THEM." "These shows are entertainment and that's it!" "It is impossible to ever accurately and consistently predict the stock market." Episode references: The Simple Path to Wealth: https://www.amazon.com/Simple-Path-Wealth-financial-independence/dp/1533667926 The Intelligent Investor: https://www.amazon.com/Intelligent-Investor-Definitive-Value-Investing/dp/0060555661 Learn more about your ad choices. Visit megaphone.fm/adchoices