Podcasts about investment news

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.

Most retirees worry about outliving their money — but the data shows they often do the opposite: they underspend. In fact, many leave retirement with more assets than they started with, despite having saved for decades to fund their lifestyle. Why is this happening, and what can financial advisors and plan sponsors do about it?In this episode, Brian Ullmann and Ryan Louie sit down with Ronnie Cox, Investment Director at Human Interest, to unpack the psychology behind retirement spending, the so-called “retirement consumption puzzle,” and the tools available to help retirees spend with confidence.Ronnie brings his perspective from years of experience in retirement plan design and his recent byline in InvestmentNews, where he explored why retirees underspend and what advisors can do to help. He also highlights findings from recent research on retiree behavior and decumulation strategies.What You'll Learn in This EpisodeWhy retirees spend 80% of their lifetime income but only about half of their accumulated savings.The psychological forces at work, including loss aversion, complexity aversion, and mental accounting.How Required Minimum Distributions (RMDs) nudge retirees into treating savings as income — and why this matters for future policy and plan design.The role of decumulation products like annuities, managed payout funds, and in-plan income solutions.How SECURE Act 2.0 and innovations in plan design could reshape the future of retirement income.About Our GuestRonnie Cox is the Investment Director at Human Interest, a fast-growing 401(k) provider focused on expanding access to retirement savings plans. Ronnie has been at the forefront of researching participant behavior, retirement readiness, and the psychological roadblocks that prevent retirees from spending confidently in retirement.Links & ResourcesRonnie's recent InvestmentNews article: Why retirees underspend and what advisors can do about itHuman Interest: https://humaninterest.com**Connect with Us:**- Share your stories or questions:  info@FordFG.com- Find us on the Web: FordFG.comThe opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.There is no assurance that the views or strategies discussed are suitable for all investors. To determine which investment(s) may be appropriate for you, consult your financial professional prior to investing. Investing involves risks including possible loss of principal. No investment strategy or risk management technique can guarantee return or eliminate risk. Indexes are unmanaged statistical composites and cannot be invested into directly. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges. The economic forecasts set forth in this material may not develop as predicted.The advisors of Ford Financial Group are Registered Representatives with and securities are offered through LPL Financial member FINRA/SIPC. Investment advice offered through Perennial Investment Advisors, a registered investment advisor. Ford Financial Group and Perennial Investment Advisors are separate entities from LPL Financial. Ford Financial Group, Perennial Investment Advisors, and LPL Financial do not provide tax advice or services.Send in your questions!

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. 

InvestmentNews podcast host Bruce Kelly sits down with his editorial teammates Gregg Greenberg and Andy Burt to discuss the twists and turns of the first half of 2025, and what it may mean for the second half of the year.

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

Veteran financial reporter Bruce Kelly brings colleague Andrew Cohen on the show to discuss his early coverage of the biggest names and trends in the RIA industry, from M&A moves to advisor ownership models and sports investing.

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

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Matt Goren, a leader in developing industry leading financial education about changing the way we think about financial planning education.In this episode we discussed:How psychology applies to financial planning. There are the same number of financial planners today as there was 10 years ago.How education accelerates a career in financial planning.How AI will improve financial planning education.Know your own value to whoever is going to be paying you. You should be paid for the value that you're bringing.Connect with Matt Goren, PhD CFP®:  LinkedIn (here) Referenced on the show:Compensation: Salary.com and Glassdoor.com Morgan Housel (here)Michael Kitces (here)The American College - CFP, ChFC and other designations -  (here)Bio: Matt J. Goren, PhD CFP® designs and delivers industry-leading financial planning education - at scale. His approach combines lessons from his own teaching experience with best practices in online education, artificial intelligence, and organizational psychology. He is an Investment News “40 under 40” and his courses and programs have won national awards from ThinkAdvisor, Investopedia, Yahoo! Finance, and the AFCPE. Matt is the Chief Strategy Officer for the Brett Danko Education Center, which helps thousands of current and future financial planners pass the CFP exam. Collectively, those folks go on to provide financial advice and planning to millions of people.Matt co-founded the Global Financial Planning Institute to promote competency in the cross-border financial planning space. In addition, he is a FinServ mentor and serves with the FPA and the AFS to advance financial planning education in higher education and to career changers around the world.Previously, Matt ran Dalton Education as VP of Financial Planning Education at CeriFi from 2023 to 2025. From 2022 to 2023, Matt worked at CFP Board as Director of Knowledge for Practice. From 2018 to 2022, he worked in a series of roles at The American College of Financial Services, culminating as the director of their CFP® and ChFC programs. From 2016 to 2018, he was a professor of personal finance at the University of Georgia. And, from 2016 to 2020, he created and produced the lighthearted personal finance show Nothing Funny About Money on NPR. Before switching careers to financial planning, Matt ran the psychology research consulting firm Beyond Berkeley and taught psychology and statistics courses at UC Berkeley and the University of Georgia.Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Bruce Kelly, senior columnist at InvestmentNews, sits down for a candid chat with industry veteran Jamie Price, CEO at Osaic, to discuss what's behind the vibrant M&A market, Osaic's position in the market, and why he believes we are entering the Fourth Industrial Revolution.

Leaving middle age and approaching retirement is often portrayed as a time to settle into comfortable patterns and perhaps explore grand adventures. The common view suggests that after you've spent a lifetime building satisfying relationships, now there's time to sit back and enjoy them, to lean into the habits you enjoy, to stop working so hard at everyday things. Unless everything in your world gets turned on its head and all the familiar, comfortable things start to disappear. What do you do if death or divorce, or both, kick your comfortable world into the gutter, if your golden years threaten to turn into lead? Is there an alchemy that can turn those lead years back into gold?   Szifra Birke and Jay Livingston feel they have done just that. They've forged a rich 25-year marriage from the detritus of four divorces and a spouse's death. In their insightfully revealing and quirky book, In Tandem: Pedaling Through Mid-life on a Bicycle Built for Two, they share how they took the scattered pieces of their two very different lives and worked to create a joint, satisfying experience where, as two very different people, they each could thrive. These two are both intensely committed to growing ever more aware of their internal speedbumps and the opportunities to laugh themselves into tears. About Szifra Birke and Jay Livingston: Szifra Birke is an Executive Leadership Coach and the country's first Financial Behavior Specialist. For her groundbreaking work with financial professionals and their clients, Szifra has appeared in Business Week, in addition to industry publications such as Investment News. In her first career, she co-authored Together We Heal, a book about psychotherapy for adults with parental alcoholism. She coauthored with Jay Livingston, In Tandem: Pedaling Through Midlife on a Bicycle Built for Two. Jay Livingston is retired from an eclectic career as an executive coach, a prize-winning antique boat restorer, a renowned dog behaviorist, and Director of Development for a Harvard Hospital. He is the author of Simple Steps to Change Your Business, Your Life. His dozen other vocations and avocations are a case study in excellence run amok. He has appeared on NOVA and, in the 70s, an automotive garage he managed was recognized by Ralph Nader. Get in touch with Szifra Birke and Jay Livingston: Buy Szifra and Jay's book:  https://revolutionizeretirement.com/tandem  Visit their website:  https://birkeconsulting.com/   What to do next: Click to grab our free guide, 10 Key Issues to Consider as You Explore Your Retirement Transition Please leave a review at Apple Podcasts. Join our Revolutionize Your Retirement group on Facebook.

This week, Jack Sharry talks with Kellan Brown, Chief Operating Officer and Chief Development Officer at 100 Women in Finance. With an impressive resume that includes leadership roles at Income Lab, PrimeCo, and Finance of America's Retirement Strategies Division, Kellan has also earned accolades like the Disruptor Award and Ascension Award from WealthManagement.com and was named one of InvestmentNews' Women to Watch. In their conversation, Kellan shares the remarkable story of her career journey—from her early days in sports marketing and commercial construction to discovering her passion for championing women in finance. She offers insight into how 100 Women in Finance supports women at every stage of their careers and why mentorship is essential to changing the face of finance, fintech, and investment leadership. In this episode: (00:00) - Intro (01:53) - The mission and impact of 100 Women in Finance (04:32) - Kellan's career journey (07:34) - How the organization's mentorship program is making a difference (10:39) - Kellan's keynote at SEI (13:28) - Programs and initiatives empowering women in finance (19:25) - Advancing women in the finance industry (23:30) - The transformative power of mentorship for women (24:55) - Kellan's interests outside of work Quotes "I was awarded the Disruptor Award for a very clear reason. I believe in all of the work that we're doing, and we are not breaking any laws. Our partners are so committed to us, and we are not alienating anyone." ~ Kellan Brown  "Women elevate every single level of any organization when there's equality." ~ Kellan Brown "In a male-dominated industry, we have to find someone that's going to break that barrier down, give us access, and have allyship." ~ Kellan Brown Links  Kellan Brown on LinkedIn 100 Women in Finance Finance of America Income Lab Michael Lane Allie Carey SEI Sneha Shah Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

It's been more than two months since LPL Financial rocked the US wealth management world by acquiring broker-dealer rival Commonwealth Financial Network. InvestmentNews senior columnist Bruce Kelly sits down with colleague James Burton to discuss the aftermath, including angry Reddit chat groups and aggressive recruiters.

More than 35% of Americans earning over $200,000 are living paycheck to paycheck. Watch clip on YouTube.Lifestyle creep is real. The popularity of shows like "Your Friends and Neighbors" or Netflix's "The Watcher" is no accident. Art imitates life. There are opportunities for great financial advice and planning that will resonate with the reality of investors today. The old messaging that focuses solely on the someday retirement doesn't cover it. Plus - inheritance in a lump sum is like binging a week's worth of calories on your cheat day.Financial advice works when it's in touch with culture and how people really behave.Want help with your marketing? Book a call with me: emilybinder.com/callChapters:(0:00) $200K+ Millennials Still Broke(0:26) Cultural Perspective on Wealth(0:42) Modern Financial Goals(2:18) Wealth and Consumption(3:12) Pop Culture and Financial Realities(4:52) Different Client Types(5:39) Modern Wealth Management Strategies(6:32) "Your Friends and Neighbors" Apple TV(6:50) Wirkin Culture, Quiet Luxury(7:50) Effective Messaging - Wealth ManagementLinks:"Millennials making $200k are still broke—here's why" - InvestmentNews 5/30/2025Samuel Deane, Rora Wealth, Atlanta"Data Shows Boys and Young Men Are Falling Behind" - NYT 5/13/2025Rubin Miller - Peltoma Capital. "Ease, Comfort, & Time""The Geometry of Wealth" by Brian PortnoyMy tools:Record on RiversideRecord/edit with AI: DescriptShop my gearHire me:SpeakingAdvisory CallsConnect:This podcast | My website | Beetle Moment Marketing | LinkedIn | X | Insta | TikTok | YouTube | Email updates Hosted on Acast. See acast.com/privacy for more information.

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.  

Bruce Kelly, senior columnist at InvestmentNews, picks the brain of Brad Bueermann, CEO and founder of FP Transitions, about the M&A market in the independent advisory space. Speaking in the wake of the blockbuster acquisition of Commonwealth Financial Network by LPL Financial, Bueermann provides insight into how the market might change given recent volatility and why best fit, not price, is critical.

Gregg Greenberg from Investment News discusses the first 100 days of President Trump' s Economy

Bruce Kelly, senior columnist at InvestmentNews, and a man with deep experience covering M&A, sits down with InvestmentNews colleague James Burton to talk about the acquisition that rocked the wealth management world - the LPL-Commonwealth deal. The two talk about the CEOs' roles in the merger, the fundamental differences between the two firms, and what this means for Commonwealth advisors.

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

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

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

Marketing can make or break a business, but for financial advisors, clear and compelling communication is more important than ever. How can advisors stand out in a crowded space? How can they use digital tools to connect with clients more effectively? In this episode of Mitlin Money Mindset®, Larry Sprung speaks with Samantha Russell, Chief Evangelist at FMG, about strategies financial advisors can use to grow their businesses through digital marketing. She shares insights on content strategy, social media, and branding, emphasizing the importance of clarity, engagement, and community-building. Samantha discusses: How simplifying language and avoiding jargon helps advisors connect better with their audience The impact of Google verification and reviews on local search rankings and credibility The power of social media engagement and how authentic interactions can strengthen professional relationships Her late husband Ryan Russell's legacy, including his bestselling children's book and its lasting impact The importance of teaching children gratitude, cultural awareness, and an appreciation for different perspectives 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 Samantha Russell:  LinkedIn: Samantha Russell X: Samantha Russell Website: Samantha Russell Website: FMG Suite About our Guest: Samantha is the Chief Evangelist at FMG and has been helping financial advisors grow through creative digital marketing and communication strategies for the last 10+ years. A big part is helping them switch their mindset from an "outbound cold sales" to a "warm inbound" approach. The strategies she teaches (including optimal website design, SEO, content marketing, social media, and video) have helped thousands of advisors experience significant organic growth and new business over the last 10 years. Samantha is a prolific speaker and content creator, and she often appears on stage at conferences and on the pages of well-known industry publications. She is an Investment News 40 Under 40 award winner, a ThinkAdvisor Luminary, and a WealthManagement.com "10 to Watch" honoree. 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.  

How much of your time is actually yours?Jamie Hopkins is back, and we're breaking down what it takes to run a company without letting it run your life. He cuthis travel by 90%, began coaching his kids' sports teams, and took on a bigger leadership role in business—all by making one critical decision.We're also talking about the kind of curiosity that makes or breaks leaders, how most CEOs sabotage themselves, andhow the best ones build teams that don't fall apart without them. KEY TOPICSWhat leaving the work phone in another room does for your family.What a $1.50 hot dog taught a five-star restaurant about service.What happens when leaders delay firing—or promoting—people.How vulnerability helps you build real customer relationships. CHAPTERS00:00 – Intro: Defeating Bad Decision-Making in Life & Business00:49 – How the Zoo Made Me a Better Leader05:06 – Jamie Hopkins on Balancing Business & Family06:55 – Leaving a Big Firm to Put Family First09:15 – Coaching Kids Sports11:35 – The Two-Phone Strategy for CEOs13:55 – Avoiding Phone Distractions16:12 – CEO Work-Life Balance: Does It Exist?18:32 – How to Delegate More21:24 – Overworking is a Trap23:37 – Fitness, Leadership & Avoiding Burnout25:50 – What Makes a Great Financial Advisor?28:09 – Building Client Trust30:27 – Why Clients Stay (or Leave)32:49 – Standing Out in a Crowded Market35:08 – Competing on Service38:25 – How Listening Gains More Clients40:32 – Small Gestures That Build Loyalty42:54 – Sales Lessons from an FBI Negotiator45:20 – Being a Curious Leader47:42 – 80/20 Rule for Better Conversations49:25 – Jamie's Top Decision-Making Tip for Business Owners53:20 – Where to Connect with Jamie Hopkins54:15 – Key Takeaways54:49 – Message from the Producer  Ep.120 I Deciding for What's Next: Navigating Life's Biggest Transitions with Jamie Hopkins  WEEKLY NEWSLETTER CONNECT WITH US⁠www.decidedlypodcast.com⁠Watch this episode on YouTubeSubscribe on ⁠YouTubeInstagram⁠: @decidedlypodcast⁠Facebook⁠Sanger's ⁠⁠Instagram⁠⁠Shawn's ⁠Instagram⁠  Thank you to Shelby Peterson of Transcend Media for editingand post-production of the Decidedly podcast. SANGER'S BOOK: ⁠A Life Rich with Significance: Transforming Your Wealth to Meaningful Impact⁠  SHAWN'S BOOK: ⁠Plateau Jumping: What to Change When Change Is What You Want⁠ MAKING A FINANCIAL DECISION?At ⁠Decidedly Wealth Management⁠, we focus on decision-making as the foundational element of success, in our effort to empower families to purposefully apply their wealth to fulfill their values and build a thriving legacy. LEARN MORE: ⁠www.decidedlywealth.com⁠  CONNECT WITH JAMIE HOPKINSBryn Mawr Trust: https://www.bmt.com/FinServ Foundation: https://finservfoundation.org/LinkedIn: https://www.linkedin.com/in/jamiehopkinsfinancialservices/ Jamie Hopkins is an expert in retirementplanning for business owners. He's a Wall Street Journal best-selling author and regular contributor for Forbes and InvestmentNews on Retirement Income Planning. He is also the CEO of Bryn Mawr Capital Management and Chief Wealth Officer at Bryn Mawr Trust. 

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with George Kinder, author and founder of the Fiduciary In All Things (FIAT) Movement about the FIAT movement. In this episode we discussed:Why FIAT is essential for the future of civilization.Imagine if we lived in a trustworthy world. A great first step is to reflect and listen more. How we can integrate FIAT into our lives, and lead from our personal integrityWithout a fiduciary standard, democracy is undermined and civilization can die. Why institutions have a higher obligation and need to be trustworthy. George Kinder is an author and international thought leader. Known in the financial industry as the Father of Life Planning, George has authored 12 books, including three books on money as he revolutionized client-centered financial advice through experiential trainings for thousands of advisors from over 30 countries across six continents. A mindfulness teacher for thirty-five years, Kinder has led weekly meditation classes and residential retreats around the world. In his latest book, The Three Domains of Freedom, he inspires readers to experience three profound freedoms: the freedom of each moment, the freedom to pursue one's life purpose, and the freedoms of civilization. He advocates a sustainable approach for institutions to prioritize humanity, democracy, the Earth, and the truth above their own self-interest, a concept he terms Fiduciary In All Things (FIAT).Financial Planning Association's first Heart of Financial Planning Award in 2006, recognizing “individuals who demonstrate commitment and passion in doing extraordinary work to contribute or give back to the financial planning community and/or the public.”The Transparency Task Force's Transparency Trophy (2017), recognizing his role in “helping to navigate the industry towards a more transparent, competitive and enlightened state.““One of 20 People Who Shaped the Financial Planning Industry” (“50th Anniversary of Financial Planning” Special Edition, InvestmentNews, 2019).Connect with George Kinder:Website (here)LinkedIn (here) Instagram, Facebook, X and YouTube: @georgedkinderThe Fiduciary in All Things website (here) The Kinder Institute website (here)Life Planning for You website (here) Books:The Three Domains of Freedom: Each Moment Is Yours, Your Life Is Yours, Civilization Is YoursLife Planning for You: How to Design & Deliver the Life of Your DreamsLighting the Torch: The Kinder Method(TM) of Life PlanningThe Seven Stages of Money Maturity: Understanding the Spirit and Value of Money in Your LifeA Golden Civilization and The Map of MindfulnessA Song for Hana & the Spirit of Leho'ulaTransforming Suffering into Wisdom: Mindfulness aSupport the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Are you better looking than average? Four (4) big behavior errors and the formula for a happy life. Recency bias, the Backfire Effect and more fascinating insights. Thinking about your brain on finance... A great topic to discuss with our Guest – Dr. Daniel Crosby - Chief Behavioral Officer with Orion. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Dr. Daniel Crosby, a behavioral finance expert and sought after thought leader on market psychology, is the Chief Behavioral Officer at Orion. His ideas have appeared in the Huffington Post, Think Advisor, and Risk Management, as well as columns for WealthManagement.com and Investment News. Daniel was named one of Investment News "40 Under 40" and a “financial blogger you should be reading” by AARP. Daniel's second book, "Personal Benchmark", co-authored with Charles Widger of Brinker Capital, was a New York Times bestseller that outlines a highly personalized approach to investing that aligns intention with action while fostering an investment experience that is both enjoyable and rational. In his bestselling book, The Behavioral Investor, psychologist and asset manager Dr. Daniel Crosby examines the sociological, neurological and psychological factors that influence our investment decisions and sets forth practical solutions for improving both returns and behavior. Readers will be treated to the most comprehensive examination of investor behavior to date and will leave with concrete solutions for refining decision-making processes, increasing self-awareness and constraining the fatal flaws to which most investors are prone. 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: (AAPL), (USO), (GME)

Mitch Frazier and Cayla Chiddister recap February by reviewing his three big trends in agbioscience for 2025, big investment news for Ingredion, Liberation Labs, Corteva Catalyst and TerraForce and look ahead to big events in March - including Quadrant on March 12. Register here: https://agrinovusindiana.com/quadrant/Learn more about the Indiana Ag Threats and Security Summit: https://agrinovusindiana.com/2025/02/11/indiana-ag-threats-security-summit/

Mitch Frazier and Cayla Chiddister recap February by reviewing his three big trends in agbioscience for 2025, big investment news for Ingredion, Liberation Labs, Corteva Catalyst and TerraForce and look ahead to big events in March - including Quadrant on March 12. Register here: https://agrinovusindiana.com/quadrant/Learn more about the Indiana Ag Threats and Security Summit: https://agrinovusindiana.com/2025/02/11/indiana-ag-threats-security-summit/

How can technology improve financial services without losing the essential human connection?  Dani Fava offers her knowledge and vision for a future where innovation meets empathy. In this episode of Mitlin Money Mindset®, Larry Sprung speaks with Dani Fava, Chief Strategy Officer at Carson Group, about the evolving role of technology in financial services. Dani shares her journey into FinTech, the importance of leveraging AI to assist advisors, and how human connection will remain at the core of client relationships. Dani discusses: Her origin story in FinTech, beginning with automating tasks as a single mother navigating Wall Street The distinction between artificial intelligence and traditional programming, highlighting AI's decision-making capabilities How AI is already integrated into daily life and its potential for enhancing client-advisor communication Strategies for advisors to use AI tools for improved task management, client interactions, and personalized services The role of empathy and human connection in the financial advisory profession as technology continues to advance 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 Dani Fava:  LinkedIn: Dani Fava X: Dani Fava Website: Carson Group About our Guest: Dani Fava serves the pivotal role of Chief Strategy Officer at Carson Group, wielding over two decades of experience in wealth management to drive our strategic direction. Charged with enhancing the client experience through differentiated products and services, Dani's leadership is instrumental in shaping innovative growth strategies and advancing the industry on financial advice and the use of AI. Before joining Carson Group, Dani held influential positions at Envestnet and TD Ameritrade, where she spearheaded initiatives such as digital onboarding, strategic partnerships, and AI integration. Her impact and forward-thinking vision earned her a spot on FinTech Magazine's Top 100 Women in Finance, InvestmentNews' Women to Watch and ThinkAdvisor's 2020 IA25, underscoring her status as a trailblazer in wealth management innovation. 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.  

Click here to work with us! Many people fear running out of money in retirement, assuming they'll struggle financially once they stop working. But a recent Gallup poll shows 80% of retirees have enough to live comfortably, despite concerns about Social Security, longevity risk, and pension declines. Why the difference between expectation and reality? Many retirees find their expenses drop, Medicare covers more than expected, and Social Security plays a bigger role in their income. However, many still claim Social Security early, leaving money on the table. By making strategic choices, like delaying Social Security and managing retirement savings wisely, you can secure a more stable, stress-free future. If you're anxious about your retirement income, you're not alone—but retirees before you have found their finances more stable than they expected. By taking the right steps now, you can be part of that 80% who enjoy a confident retirement. Outline of This Episode (0:00) Concerns vs. Reality  (1:30) The Gallup poll and retirement reality (5:00) The Social Security dilemma and when to claim (9:10) The shift from pensions to 401(k)s (11:17) Listener question: Pros and cons of 55+ communities (18:30) Why renting before buying can save you money (21:00) Final takeaways and episode wrap-up Resources & People Mentioned The Retirement Podcast Network Gallup poll on retirement confidence 55+ community comparison site Emile Hallez' Investment News retirement article Connect with Benjamin Brandt Become a Client: www.retirementstartstoday.com/start Get the Retire-Ready Toolkit: http://retirementstartstodayradio.com/ Follow Ben on Twitter: https://twitter.com/retiremeasap Join the newsletter: https://retirementstartstodayradio.com/newsletter Dive deeper into retirement planning with Ben at www.RetirementIncome.University Subscribe to Retirement Starts Today on Apple Podcasts, Stitcher, TuneIn, Podbean, Player FM, iHeart, or Spotify

Private market opportunities are in vogue as the public market becomes more reliant on a select group of names. This has meant alternatives can offer much sought-after alpha. Host Bruce Kelly, of InvestmentNews, digs deeper into this trend with Neil Menard, president of distribution at StepStone Private Wealth.

Are you ready to redefine financial advising and build true trust with your clients? Chuck Failla shares how embracing a fiduciary-first model is changing the game for advisors. In this episode, Larry Sprung interviews Chuck Failla, CEO of Sovereign Financial Group and host of goRIA, discussing the power of fiduciary advising, the shift from commission-driven models, and how RIAs are leading the charge in transparent client relationships. Chuck provides actionable insights on growing practices authentically and the value of educational marketing. Chuck Discusses: The transformative journey from commission-based advising to fee-only fiduciary models Why financial advisors should embrace the RIA framework for building authentic client trust How fiduciary principles empower clients to make informed financial decisions The importance of educational marketing to attract and retain ideal clients Misleading practices by "planners in name only" (PINOs) and advocating for ethical advising 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 Chuck Failla:  LinkedIn: Chuck Failla X: @charlesfailla1 Sovereign Financial Group, Inc goRIA Podcast About our Guest: Chuck has been a financial advisor for more than 25 years. He started in the early 90s as a "cold calling cowboy" in NYC selling individual stocks. As he built his book, he always planned to go independent and did so in 1999 by opening an independent branch of Raymond James Financial. At that time, Chuck earned his CFP® designation and transitioned from individual stock picking to financial planning and asset allocating using mutual funds and SMAs. Chuck's practice evolved into what is today Sovereign Financial Group, Inc., an SEC registered RIA. With offices and advisors in the Northeast, Florida, and Colorado, Sovereign is one of the fastest growing RIAs in the country. Chuck is also the Director of Sovereign Advisor Solutions (SAS)-- a division of Sovereign Financial Group, Inc. SAS helps advisors transition to RIA by offering a comprehensive plug and play solution for going independent.   Chuck's ties to the financial planning community run deep… he currently: Is the host of goRIA: Fueled by InvestmentNews ( www.goRIA.com ) Serves on the Board of Directors for the FPA of Connecticut and Chairs their Pro Bono / Public Outreach Committee. Chuck received his degree in Finance from The University of Connecticut and completed his coursework for the CFP® certification with The American College. He resides in Connecticut with his wife, two children, black lab and cats. In his spare time, he enjoys all things travel & outdoors -- on the weekends you will find him with his family hiking, camping, skiing, boating or just enjoying some grilling in the backyard. 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.  

Is automation really the future of marketing, or is it just a passing trend? In this episode, Bryan Urioste, CMO of Redwood Software, dives into the topic of automation in marketing and its impact on demand generation. Plus, he shares a step-by-step approach to building high-performing marketing teams and aligning sales and marketing for maximum impact.Tune in to learn:(4:07) Demand Generation Insights(5:05) Importance of Pipeline Funnels(8:17) State of B2B Demand Generation(9:43) The Role of Segmentation(11:07) Accountability in Marketing(14:20) Industries Served by Redwood Software(15:51) Automation Maturity Assessment(18:14) Impactful Automation Projects(20:22) Cloud Transformation Initiatives(21:31) Financial Close Process Improvements(22:06) Democratization of Automation(24:37) AI Integration in Automation(26:20)Future of Automation and AI(29:07) Team Dynamics and Leadership(33:36) Building High-Performing Teams(38:28) Sales and Marketing Alignment(40:51) Accountability Between CMO and CRO(42:38) Final Thoughts and Advice(43:37) Lightning Round Mission.org is a media studio producing content alongside world-class clients. Learn more at mission.org.

Innovation in the investment industry is a hot topic thanks to the rise of things like AI, shifting investor demand, and volatile markets that are requiring more agility from investors. Today we'll be exploring the innovations driving both the ETF Market and Index investing more broadly, examining the latest trends and challenges facing investors, and how technology is playing a role in shaping these products.Joining Oscar live in London at BlackRock's annual UK Wealth Investors Forum is Manuela Sperandeo, Head of Product for iShares in EMEA and Stuart Doole, global head of Equity investing research at MSCI, an investment research firm that provides stock indexes, portfolio risk, and performance analytics.Sources: ‘Global ETF assets reach $11 trillion', Investment News, February 2024 Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses which may be obtained by visiting www.iShares.com or www.blackrock.com. Read the prospectus carefully before investing. Investing involves risk, including possible loss of principal. Actively managed funds do not seek to replicate the performance of a specified index, may have higher portfolio turnover, and may charge higher fees than index funds due to increased trading and research expenses. The iShares ETFs that are registered with the US Securities and Exchange Commission are distributed in the US by BlackRock Investments, LLC. This material does not constitute an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. BlackRock Is not affiliated with MSCI.This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Daniel Crosby is a psychologist, behavioral finance expert, and asset manager who applies his study of market psychology to everything from financial product design to security selection. He is also a New York Times and USA Today bestselling author of the Behavioral Investor and Personal Benchmark. Daniel was named one of the "12 Thinkers to Watch" by Monster.com, a "Financial Blogger You Should Be Reading" by AARP and in the "Top 40 Under 40" by Investment News. In this episode we discuss the following: Our lives will tend to be as rich or poor as the lives of our friends. We mimic each other to an astonishingly high degree, and the people we surround ourselves with is predictive of who we are and where we're going. “Show me your money and I'll show you your values.” It's easy to say we value health, while spending a sizeable portion of our income on fast food. By analyzing where we spend our money, we can see what we truly value.   Connect on Social Media: X: https://twitter.com/nate_meikle LinkedIn: https://www.linkedin.com/in/natemeikle/ Instagram: https://www.instagram.com/nate_meikle/ Youtube: https://www.youtube.com/@nate.meikle

A recent Investment News piece shines a light on investment advisors (in this case we think that should read "investment salespeople") are recommending some truly ugly investments to investors. We'll dive into how the work, so hopefully you'll discover why certain alternate investments might send alarming signals for your portfolio. We go back in history to share hints at market risks that often go unnoticed until it's too late. We'll talk about the dangers of illiquidity, high fees, and obscure ways of measuring returns. You'll come away learning some shocking truths about leveraged investments and alternative products that make you question their place in any strategy. In our TikTok Minute, we'll share which bank one comedian calls the perfect partner for your needs. Is he right? Plus, later we'll help a listener who thought he'd Better Call Saul...Sehy and OG. Maybe OG needs to re-velvet his hammer on this one, and he manages to go into a diatribe that you shouldn't miss. We'll talk about career decisions, having more money than "Coast FI," and more on today's episode. Rounding out the episode, Doug shares his amazing trivia question, including YouTube's billion-dollar origins AND a ton of other events that happened on today's date in history. RUN OF SHOW: Countdown to Live Show Introduction and Show Overview Investment Warning: Be Cautious Investment Strategies and Mistakes Alternative Investments: Risks and Rewards Understanding Business Development Companies The Reality of Non-Traded REITs Final Thoughts on Liquid Investments Interval Funds Doug's Trivia Question The TikTok Minute Better Call Saul: Career Advice for Michael Conclusion and Listener Reviews FULL SHOW NOTES: https://www.stackingbenjamins.com/beware-investments-navigate-investing-waters Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this podcast episode, Dr. Jonathan H. Westover talks with Eric Roberge about building your career, your business, and your life with intention. Eric Roberge, CFP® (https://www.linkedin.com/in/ericroberge/) is the founder of Beyond Your Hammock, a wealth management firm helping professionals in their 30s and 40s use money as a tool to design a life they love now and in the future. Eric has two decades of experience in the financial industry, and founded BYH to help professional couples grow their wealth mindfully. His unique planning style provides his clients with custom strategies and an organized framework within which they make smart money decisions and build more wealth, and delivers financial advice in a way that honors their goals and values without interfering with their busy lives, thriving careers, and growing families. Eric has been featured in The Wall Street Journal, Marketwatch, and Entrepreneur Magazine, and has been named to InvestmentNews' 40 Under 40 list as well as Investopedia's Top 100 Most Influential Advisors. He writes for Business Insider, Forbes, and Kiplinger, and hosts the podcast Beyond Finances.  Check out all of the podcasts in the HCI Podcast Network! Check out the ⁠HCI Academy⁠: Courses, Micro-Credentials, and Certificates to Upskill and Reskill for the Future of Work! Check out the LinkedIn ⁠Alchemizing Human Capital⁠ Newsletter. Check out Dr. Westover's book, ⁠The Future Leader⁠. Check out Dr. Westover's book, ⁠'Bluer than Indigo' Leadership⁠. Check out Dr. Westover's book, ⁠The Alchemy of Truly Remarkable Leadership⁠. Check out the latest issue of the ⁠Human Capital Leadership magazine⁠. Each HCI Podcast episode (Program, ID No. 655967) has been approved for 0.50 HR (General) recertification credit hours toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Each HCI Podcast episode (Program ID: 24-DP529) has been approved for 0.50 HR (General) SHRM Professional Development Credits (PDCs) for SHRM-CP and SHRM-SCPHR recertification through SHRM, as part of the knowledge and competency programs related to the SHRM Body of Applied Skills and Knowledge™ (the SHRM BASK™). Human Capital Innovations has been pre-approved by the ATD Certification Institute to offer educational programs that can be used towards initial eligibility and recertification of the Certified Professional in Talent Development (CPTD) and Associate Professional in Talent Development (APTD) credentials. Each HCI Podcast episode qualifies for a maximum of 0.50 points.

The Chicks and Zach catch up on all the big news and discuss what it means for YOUR wallet. They cover the violent Capitol protests, Kamala Harris's candidacy, and the potential market impacts of a Trump win or a Kamala victory. Visit knowyourriskradio.com for your free Common Cents Investing Guide.