Podcasts about lead advisor

In times like these, when there's market volatility and financial insecurity, it's more important than ever to have a financial plan to know that you can weather the storm and wild swings in the markets. It's the difference between having a plan vs just having a portfolio. In today's episode, Derek Gregoire is joined by SHP Financial's Lead Advisor, Kyle Britton, to discuss how they're helping their clients navigate the emotions of investing during bear markets. While many people would assume that the phones are ringing off the hook with clients filled with panic, you'll hear why that might be the exception rather than the rule because of the methods SHP Financial uses to build comprehensive financial plans that help their clients prepare for these very moments. In this conversation, they discussed how SHP helps clients determine their risk score and how they stress test portfolios to demonstrate the outcomes of down years. They'll explain what sequence of returns risk means and how important it is for investors to understand it as they approach retirement. They'll also discuss how bear markets create opportunities for those who have time on their side to weather the storm and take full advantage when the recovery happens. In this podcast interview, you'll learn: What sequence of returns risk is and how SHP helps to calculate risk in your portfolio The benefits of using tools like Riskalyze to analyze the risk in your portfolio. How the news and media can make market volatility feel worse than it is by leaning on the chaos and negativity. The three bucket strategy that SHP uses to protect your annual income and long-term growth investments. How quickly market recoveries happen and the opportunities that bear markets can create. Want the Full Show Notes? To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast Connect With Us on Social Facebook LinkedIn YouTube

Elson discusses the mindset, methods, and mentorship that fueled her quick rise from intern to lead advisor at Perigon Wealth. Host: Steve Sanduski, CFP.

Joy Maxwell, Owner and Lead Advisor for Ark Advising, shares about her journey from working in a nonprofit to starting her own business, ARK Advising. Joy shares her experiences with mentorship, financial challenges, and the importance of community support. She discusses how she transitioned to a retainer model for her services, allowing her to achieve a better work-life balance while significantly increasing her revenue. The conversation highlights the challenges and triumphs of entrepreneurship, especially in the context of the nonprofit sector. In this conversation, Joy M. Maxwell discusses her journey in balancing nonprofit work with a business mindset. She shares insights on shifting relationships with nonprofits, navigating emotional connections, and embracing flexibility in business operations. Joy highlights the importance of mentorship and the tools that have helped her grow her business while achieving a better work-life balance. The discussion emphasizes the value of community support and the ongoing process of adapting to changes in the nonprofit sector. Doors to the Grant Professional Mentorship on Friday, April 4th, 2025 at 11:59 pm EST. https://grantwritingandfunding.com/grant-professional-mentorship The Grant Professional Mentorship is a 12-Month Mastermind Coaching Program for 5 to 6-figure Grant Professionals to Double Your Revenue with Scalable Services, Systems and a Part-Time Team - without burning out. Rate, Review, & Follow on Apple Podcasts “Every time I listen to Holly's show, I learn something”

Send us a textWondering how to build financial stability and growth this year? Whether you're recovering from holiday spending, navigating post-divorce finances, or looking for smarter money moves, this episode is packed with expert strategies you can apply today.Join Arizona Divorce Attorney Billie Tarascio and financial planner, Michael Tarascio CFP, Owner & Lead Advisor at Tarascio Financial Planning, as they discuss:✅ The #1 mistake keeping people in financial stress post-holidays✅ Why a big tax refund isn't a win—and how to avoid giving the IRS a free loan✅ How to maximize your paycheck without switching jobs or starting a side hustle✅ Smart money moves post-divorce to get back on track faster✅ Beginner-friendly investing strategies that build wealth with minimal riskMichael shares expert insights on quick financial wins, optimizing 401k contributions, and making your money work for you—whether you're a business owner, high earner, or just getting started.

Mivida Burrus is an expert Fund Developer, Lead Advisor with Mondo Unlimited, and Sr. Director at Avalon Healing Center. During our conversation we celebrate #BlackHistoryMonth by acknowledging numerous contributors to the history of our wonderful country. Mivida emphasizes not only the importance of African American contributions, but our responsibility to tell our own story. Enjoy!#BaxtersBuzz#BaxtersBuzz Angelic 8s: A Letter To Zara" and is available. ⁠⁠⁠https://amzn.to/37BIX44

Two-time Emmy and three-time NAACP Image Award-winning, television Executive Producer, Rushion McDonald interviewed George Acheampong and Carter Cofield. They own Melanin Money, which aims to empower the Black community through financial literacy and wealth-building. They have been recognized for their innovative approach to bridging the wealth gap and fostering a culture of financial empowerment. Melanin Money has implemented the challenges they have had to overcome, as well as their advice for aspiring entrepreneurs. Melanin Money was a platform designed to create a space curated exclusively to serve Aspiring 1st Generation Melanin Millionaires. When looking at the disparities in the wealth gap for people of color, we knew we needed to create a trusted community and platform, uniquely serving the needs of those who need the education, support and resources the most. George AcheampongCo-Founder and Investment SpecialistA thought leader in the area of finance and entrepreneurship. I am the Founder and Managing Partner of Capitalwize, LLC - A Financial Planning and Investment Management Firm. We work with aspiring & current 1st Generation millionaires to become legacy leavers for their families. Additionally, the Founder of Melanin Money, the #1 Brand for wealth builders of color. We create merchandise, targeted initiatives, and programming with a mission of closing the wealth gap by 10%. Carter CofieldCo-Founder and Tax SpecialistA co-owner of Melanin Money and the Lead Advisor at Cofield Advisors, LLC. As a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS), devoted his professional journey to empowering entrepreneurs to thrive by strategically navigating their taxes.My commitment to financial literacy has provided the opportunity to establish a space where entrepreneurs can immerse themselves in their zone of genius while learning how their finances can set them free. #STRAW #BEST #SHMS See omnystudio.com/listener for privacy information.

Two-time Emmy and three-time NAACP Image Award-winning, television Executive Producer, Rushion McDonald interviewed George Acheampong and Carter Cofield. They own Melanin Money, which aims to empower the Black community through financial literacy and wealth-building. They have been recognized for their innovative approach to bridging the wealth gap and fostering a culture of financial empowerment. Melanin Money has implemented the challenges they have had to overcome, as well as their advice for aspiring entrepreneurs. Melanin Money was a platform designed to create a space curated exclusively to serve Aspiring 1st Generation Melanin Millionaires. When looking at the disparities in the wealth gap for people of color, we knew we needed to create a trusted community and platform, uniquely serving the needs of those who need the education, support and resources the most. George AcheampongCo-Founder and Investment SpecialistA thought leader in the area of finance and entrepreneurship. I am the Founder and Managing Partner of Capitalwize, LLC - A Financial Planning and Investment Management Firm. We work with aspiring & current 1st Generation millionaires to become legacy leavers for their families. Additionally, the Founder of Melanin Money, the #1 Brand for wealth builders of color. We create merchandise, targeted initiatives, and programming with a mission of closing the wealth gap by 10%. Carter CofieldCo-Founder and Tax SpecialistA co-owner of Melanin Money and the Lead Advisor at Cofield Advisors, LLC. As a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS), devoted his professional journey to empowering entrepreneurs to thrive by strategically navigating their taxes.My commitment to financial literacy has provided the opportunity to establish a space where entrepreneurs can immerse themselves in their zone of genius while learning how their finances can set them free. #STRAW #BEST #SHMS See omnystudio.com/listener for privacy information.

Eddy Ricci, a founding partner of Lead Advisor, LLC., a wealth management consulting and talent acquisition firm, discusses his thoughts on acquiring the highest level job candidate on our latest podcast. Key points:Lead Advisor provides industry insights, career strategies and professional development resources for wealth management professionals. He has also founded and operates other consulting firms focused on professional development, recruiting and acquisitions for businesses outside of the wealth management space.Eddy reads a business or leadership book each month and summarizes it for his closest contacts and clients.SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with GregLinkedInConnect with Eddyhttps://www.lead-advisor.comLinkedInNow Available!The Sea Captain Way for Financial Advisors

CTL Script/ Top Stories of December 21st Publish Date: December 21st   PRE-ROLL: 01.20.25 ETOWAH MILL HOLIDAY SCREEN & RINK_FINAL From the Ingles Studio Welcome to the Award-Winning Cherokee Tribune Ledger Podcast  Today is Saturday, December 21st and Happy Birthday to Samuel L Jackson ***12.22.24 - BIRTHDAY – SAMUEL L JACKSON*** I’m Keith Ippolito and here are the stories Cherokee is talking about, presented by Credit Union of Georgia.  Cherokee County Asks Lawmakers to Consider Sales Tax Referendum Etowah Teacher Earns National Career Education Award Cherokee Schools Announces REACH Georgia Scholars We’ll have all this and more coming up on the Cherokee Tribune-Ledger Podcast, and if you’re looking for Community news, we encourage you to listen and subscribe!  Commercial: 06.26.24 CU OF GA FREE CHECKING_REV_FINAL STORY 1: Cherokee County Asks Lawmakers to Consider Sales Tax Referendum Cherokee County commissioners are urging the legislative delegation to propose a Homestead Option Sales Tax (HOST) referendum, aiming for a 1% sales tax to eliminate property taxes for homeowners and fund road improvements. The Board of Commissioners approved a resolution for this, seeking a November 2025 ballot inclusion. The proposed HOST would allocate 75% of proceeds to reduce property taxes and 25% for capital projects, primarily roads. A 10-year sunset clause is suggested, allowing voters to decide on its continuation. The initiative aims to benefit both residents and visitors, with a quick implementation if approved. STORY 2: Etowah Teacher Earns National Career Education Award Lt. Col. (Ret.) Stephen Bergey, a career education teacher at Etowah High School, has been recognized as the Region II New Teacher of the Year by the National Association of Career and Technical Education. This award honors outstanding CTE teachers who demonstrate classroom innovation and dedication. Bergey, with a 20-year military and diplomatic background, has led Etowah's JROTC program to numerous accolades, including the 2024 Distinguished Unit Award. He holds multiple advanced degrees and has been elected president-elect of the Georgia Association of Career and Technical Education. STORY 3: Cherokee Schools Announces REACH Georgia Scholars The Cherokee County School District is celebrating its new class of REACH Georgia Scholars, a program offering mentorship and college scholarships to promising middle and high school students. This year, four eighth-graders—Sara Chance, Farrah Fascitelli, Fernanda Hernandez, and Leila Morris—were selected. The district held a signing day-style reception to honor them, followed by recognition from the school board and Superintendent Mary Elizabeth Davis. REACH Scholars who meet program requirements can receive up to $10,000 in scholarships for eligible Georgia universities or technical colleges. We have opportunities for sponsors to get great engagement on these shows. Call 770.874.3200 for more info.    Back in a moment  Break: Drake Realty (Cherokee County) STORY 4: Cherokee County Theater Programs Earn Honors at Regional Contest Cherokee County School District theater programs excelled at regional One Act Play competitions. Etowah High School won the Region 5-6A championship with "Eurydice," while Sequoyah High School won the Region 6-5A championship with "Little Shop of Horrors," also placing third in the 5A state competition. Sequoyah's production will perform at the Georgia Thespian Conference. Both schools received individual honors for acting and technical roles. Cherokee High's Brandon Mears and River Ridge High's Tripp Scurlock earned Best Actor awards in their respective regions, with additional All-Star Cast recognitions for students from both schools. STORY 5: Brooke Ice Tapped as Lead Advisor for Cherokee Fire Explorers Brooke Ice has been appointed as the new lead advisor for Cherokee County Fire and Emergency Services' Explorer program, succeeding Capt. Michael Sims, who led the program for 17 years. Sims, a former Explorer himself, guided the program to numerous successes, including many first-place trophies at competitions and helping over 50 former Explorers pursue careers in public safety. Ice, also a former Explorer, brings extensive experience and passion to her new role, aiming to maintain high standards while introducing new initiatives. Sims will continue to support the program as Committee Chair, ensuring its continued success. Commercial: 12.14.24 FALANY DEC_FINAL STORY 6: Cherokee Commissioners Approve 85 Townhomes on Bells Ferry The Cherokee County Board of Commissioners approved a rezoning request for an 85-unit townhome development on 10.66 acres at 6355 Bells Ferry Road. The development, by David Pearson Communities, will feature owner-occupied townhomes with two-car garages, a pool, and a clubhouse. The project includes 2.25 acres of open space for a pedestrian path. Initially proposed at 102 units, the plan was revised to 85 units after density concerns. The development will have a density of 7.97 units per acre, aligning with county standards. Despite some local opposition, the project was seen as a responsible use of the property. STORY 7: Cherokee County School Board Appoints New Chief Academic Officer The Cherokee County school board appointed Joshua Heath as the new chief academic officer on December 12. Heath, who joined the district in July as the executive director for accountability, succeeds the previous officer who retired earlier this year. With 12 years of educational experience, Heath is also a CCSD parent and spouse of a district teacher. During the board's work session, he presented reports on student performance in AP, SAT, and ACT exams, as well as the district's performance on the state's CCRPI.   We’ll have closing comments after this.    COMMERCIAL: Ingles Markets 5   SIGN OFF –   Thanks again for hanging out with us on today’s Cherokee Tribune Ledger Podcast. If you enjoy these shows, we encourage you to check out our other offerings, like the Cherokee Tribune Ledger Podcast, the Marietta Daily Journal, or the Community Podcast for Rockdale Newton and Morgan Counties. Read more about all our stories and get other great content at www.tribuneledgernews.com Did you know over 50% of Americans listen to podcasts weekly? Giving you important news about our community and telling great stories are what we do. Make sure you join us for our next episode and be sure to share this podcast on social media with your friends and family. Add us to your Alexa Flash Briefing or your Google Home Briefing and be sure to like, follow, and subscribe wherever you get your podcasts. Produced by the BG Podcast Network Show Sponsors: www.ingles-markets.com www.drakerealty.com cuofga.org #NewsPodcast #CurrentEvents #TopHeadlines #BreakingNews #PodcastDiscussion #PodcastNews #InDepthAnalysis #NewsAnalysis #PodcastTrending #WorldNews #LocalNews #GlobalNews #PodcastInsights #NewsBrief #PodcastUpdate #NewsRoundup #WeeklyNews #DailyNews #PodcastInterviews #HotTopics #PodcastOpinions #InvestigativeJournalism #BehindTheHeadlines #PodcastMedia #NewsStories #PodcastReports #JournalismMatters #PodcastPerspectives #NewsCommentary #PodcastListeners #NewsPodcastCommunity #NewsSource #PodcastCuration #WorldAffairs #PodcastUpdates #AudioNews #PodcastJournalism #EmergingStories #NewsFlash #PodcastConversations See omnystudio.com/listener for privacy information.

Qwynn Galloway-Salazar is the heart and soul of this week's Heroes Caring for Heroes episode. As an Army veteran, end-of-life doula, and the founder of In Their Honor, Qwynn has dedicated over two decades to elevating the quality of life for military, veteran, and caregiving communities. Her personal journey, however, took an unexpected turn when her husband, Jose, a retired combat veteran and law enforcement officer, faced a major medical emergency.Qwynn found herself thrust into a new role - that of a caregiver. Despite her extensive experience and expertise, Qwynn struggled to reconcile her professional identity with the deeply personal and emotional experience of caring for her own loved one. Her vulnerability and honesty in sharing this journey are both inspiring and heartbreaking as she navigates the challenges of maintaining her own well-being while supporting her husband through his recovery. Qwynn's story serves as a poignant reminder that even the most seasoned caregivers can find themselves in need of support and community.Throughout our conversation, Qwynn's resilience, compassion, and unwavering commitment to her family and her mission shine through. Her willingness to open up about the isolation and loneliness of caregiving, the importance of self-care, and accepting help from others offers a powerful message. Qwynn's journey is a testament to the strength and resilience of military and veteran caregivers, and her story will resonate with and inspire others who find themselves in similar circumstances.About Qwynn:Dr. Qwynn Galloway-Salazar, known as Doc Q, is the Founder and CEO of In Their Honor. An Army Veteran and spouse to a Combat Veteran, she has devoted over two decades to enhancing the quality of life for military and Veteran communities. As an End-of-Life Doula Educator and Storyteller, Qwynn launched In Their Honor to collaborate with various stakeholders, ensuring Veterans and their families receive the care and support they need through the end of life. Her previous role as Co-Director of SAMHSA's Service Members, Veterans, and Their Families Technical Assistance Center underscores her deep commitment to this cause.Qwynn's influence extends across numerous initiatives focused on women Veterans, LGBTQIA+ Veterans, and end-of-life support. Notable roles include Lead Advisor for PsychArmor's “Caring for Veterans Through the End-of-Life Collection” and her ongoing contributions as a Creative Advisor. She is also involved with the National Hospice and Palliative Care Organization's End-of-Life Doula Council and the Compassionate Communities Think Tank. Her research and advocacy have earned her recognition as one of USA Today's 2024 Women of the Year and the inaugural Woman Veteran of the Year by Georgia's Department of Veterans Services, highlighting her leadership and dedication to making a significant impact.Support the showConfessions of a Reluctant Caregiver Sisterhood of Care, LLC Website: www.confessionsofareluctantcaregiver.com Like us on Facebook! Tweet with us on Twitter! Follow us on Instagram! Watch us on Youtube! Pin us on Pinterest! Link us on LinkedIn!Tune in on Whole Care Network

Bryan Moylan is a financial advisor at Traverse Private Wealth Group based out of Philadelphia, PA. He joins the show today to share his journey in the financial planning profession, beginning his career at a large asset management firm after college, then changing course multiple times before ultimately starting his own firm. If you're interested in navigating career transitions in financial planning, this episode is for you! Listen in as Bryan shares why he pursued the CFP certification, as well as what led him to join a small startup. He also explains why the startup wasn't the right long-term fit and how transitioning to a small RIA allowed him to work his way up to Lead Advisor before eventually starting his own firm. You'll hear the challenges and successes he encountered along the way, valuable tips for new planners, and more. You can find show notes and more information by clicking here: https://bit.ly/3A3w69i

The quote is from Mordecai Evans who is the Lead Advisor for Business Acquisition Advisors, LLC located in Augusta, Georgia. Mordecai went to work for a pharmaceutical company after graduating from Clemson. His passion for entrepreneurship and sales led him to becoming a broker with a business brokerage firm. Recently, Mordecai formed his own merger and acquisition firm, Business Acquisition Advisors. Rick asked Mordecai to do a Zoom interview about his experiences with the small to medium size business market. What follows is a summary of that conversation. Rick began by asking about what the broker's response should be to a business owner asking about what is necessary to sell a business. Mordecai answered that after looking at the financial statements and the marketplace, he takes the buyer's perspective and conducts a “pre-due-diligence investigation.” Also, he conducts a conversation with the seller about price expectations. For the highest price possible there may be some things that need to be changed, which might take one to two years. There is always the option to take the business to market without a price to better understand what the market price might be. Rick observed that the diligence investigation Mordecai conducts is similar to what he recommends for the business owner with the strategy of Prior Diligence explained at his substack (rickriebesell.substack.com). Often, the reason owners fail with the strategy is that they fail to prioritize important tasks of planning and taking action while paying attention only to urgent tasks. Mordecai mentioned that he had a friend who said: “The only reason to start a business is to sell a business.” The point being that a business owner should run the business like a business not a job. “Nobody wants to buy a job.” Business owners are often well advised to counsel with a business broker, understand the market for their business, and make the changes over time to obtain the highest price for their business. Rick responded that where the owners of a business have received advice from a broker that to get the highest price there were some things to work on, that work might take as much as three years. The issue arises of an owner who might not make it to the end of three years for health or other reasons. In this case, the owners should have an owner agreement among them to provide a value, among other things, to a withdrawing owner. Mordecai provided some examples of where business sales were adversely affected by the absence of an owner agreement. Mordecai cited a recent video he had done on identifying a business broker early in the sales process to obtain advice about what buyers are looking for. Rick asked about the relationships of the professionals, such as lawyers, accountants, and appraisers, with business brokers. Mordecai pointed out that business brokers, like consultants, can talk directly to all the parties unlike the professionals who have client relationships involving advocacy and confidentiality constraints. Rick and Mordecai discussed the difference between selling to an insider, such as an employee or other owner, and selling to a outside buyer without prior experience in the business. An insider will not pay as high a price as an outside buyer, because the insider already possesses the “good will” knowledge that an outside buyer will pay for. Notwithstanding an appraised value for a minority interest, that type of valuation is not available in the marketplace because there is no market demand for a minority business interest. For those looking for a business broker relationship, Mordecai's contact information is as follows: Mordecai L. Evans, Lead Advisors Business Acquisition Advisors, LLC mevans@baallc.biz Office: 706-828-1483 Mobile: 706-631-2466 The video and podcast of the complete conversation is available on https://businessconcern.net.          

Whitney Magendie, Lead Advisor of the Public Health Infrastructure Grant at the Public Health Accreditation Board, tells us about PHAB's involvement in the newly announced National Implementation Centers; Ann Abraham, Senior Analyst of Chronic Disease Risk Factors at ASTHO, explains the tobacco retailer licensing policy trends; Dr. Umair Shah, Secretary of Health for the Washington State Department of Health, recently spoke with Dr. Vivek Murthy, the United States Surgeon General, about loneliness in the United States; ASTHO has a new blog article on the integration of health equity into state and local data-sharing practices; and an ASTHO brief dives into the Grants Management Office Structure Optimization Toolkit. ASTHO News Release: Public Health Infrastructure Partners Launch National Implementation Center Program to Support Data Modernization  PHIG Partners Webpage: Data Modernization Implementation Center Program ASTHO Blog Article: Enhancing Tobacco Control through Retailer Licensing Policies Public Health Connects - RX For a Lonely Nation YouTube Video ASTHO Blog Article: Integrating Health Equity into State and Local Data Sharing Practices ASTHO Brief: Strengthening Grant Management Functions in Puerto Rico  

7Michael Connaughton – Lead Advisor Hosts Brad Wright and Kathleen Kenealy are joined by Michael Connaughton. Mike is co- founder of Lead Advisor, a wealth management collective that specializes in building firms, practices and careers. They provide creative perspective, time leverage and industry insights for growth focused businesses and professionals. With a niche in talent acquisition and development, Lead Advisor partners with firms and practices to help solve for service, scalability and succession planning. They also empower professionals in the field through career strategy coaching, leadership development and study groups.  Michael is a CFP who went to Providence College, lives in the Boston area, and yet somehow finds himself a Milwaukee Bucks fan?! Find out why… They discuss: -What goes into a talent search and whether candidates are difficult to find - What candidates are searching for in a new firm -Coaching both firms and candidates -Lead Advisor's app for vetted candidates Learn more about Michael and Lead Advisors: https://www.lead-advisor.com/ Newsletter:  https://mailchi.mp/1f81a3c34ca4/lead-advisors-talent-market-insights-for-september-17380127 Web based app for several core employee roles for hiring firms:  https://app.careers.lead-advisor.com/login/start      

Your clients can be your biggest cheerleaders. Giving them a special event experience to remember, brag about, and bring a friend to, is a great way to strengthen your existing relationships and secure more referrals. Join guest host Matt Seitz, Chief Marketing Officer at C2P, as he talks with Grace Nicholson, Lead Advisor and Owner of Akamai Advisors, and Nikki Glynn, Marketing Director at JL Smith, about the power of hosting client events. They discuss creative strategies for hosting unique and engaging events that enhance client relationships and generate referrals. Grace shares her success with women-focused retreats, while Nikki highlights innovative event ideas such as cooking classes and sailing excursions. Tune in to learn how to plan impactful events that resonate with your clients and prospects.

Our third episode of Sustainability Insights… in conversation focuses on impact and what it means to Apax Partners. Ellen De Kreij is lead advisor to the Operational Excellence Practice on Impact and Sustainability and is a true expert in the Impact field. Together with Simon Witney from Travers Smith's ESG & Impact team, Ellen and Simon discuss how Apax select impact investments, how they marketed their impact fund, and how they demonstrate the impact that they and their portfolio companies are having. Apax were quite the early movers in the impact space, having started to focus on their portfolio companies' ESG footprints in 2012, and over the years have exemplified the power of the private markets when thinking about impact and sustainability.

There will come a time when continuing to serve the needs of smaller accounts or those outside of your target audience will no longer serve the needs of your firm. In this Coffee Break with C2P, host Jason L Smith discusses the challenges of managing small accounts as your firm grows and the benefits of setting account minimums. Joined by Bryan Bibbo, AIF, NSSA, BPC, Lead Advisor, President, and CFO at JL Smith Holistic Wealth Management, and Greg Hammer, CEO and President of Hammer Financial Group, they explore the financial strain of servicing small accounts and how strategic client reallocation can enhance your firm's efficiency, maintain service quality while managing costs, and ensure a sustainable work environment. Additionally, they provide practical solutions for communicating with and offboarding smaller accounts.

If you're tired of the same old business strategies (that don't even work for boutiques) and want to carve a path to uncommon success, it's time to challenge the status quo.  Not sure how? You're in luck with this episode. Matt Blocki and Jamison Smith from Equilibrium Wealth Advisors are coming on the show to share their rebel playbook for success. Listen in as they discuss:  ●      The danger of not using EOS ●      How over tracking marketing analytics can be harmful●      How specializing supercharged their success●      A fresh client acquisition playbook that skips the usual pestering for referrals strategy  Ready to break the mold so you can take your boutique to new heights? This episode has all the insights you need to make it happen.  About Matthew Blocki: Matthew Blocki is the founder and CEO of Equilibrium Wealth Advisors, an SEC-Registered Investment Advisory Firm. He has a Bachelor of Science in Business Administration with concentrations in Finance and Accounting. He also holds several designations as a financial advisor: CFP® ChFC® and RICP®.  Before founding EWA as an independent RIA, Matthew started off his financial advisor career with a fortune 100 company, where in his 2nd year he achieved several qualifications that put him in the segment of the top 1% of financial advisors in the USA (based on quality and production metrics). He has maintained this every year since He is a Pittsburgh native, and enjoys spending time and traveling with his daughter, Aurora (who is almost 5), and his girlfriend (Beth). They also have 2 golden retrievers (Sammie and Chloe) and a Frenchie (named Tito). About Jamison Smith:  Jamison has dual Bachelor of Science degrees in Accountancy and Business Administration with a concentration in Personal Financial Planning. He began in the financial planning industry as a college intern a large broker dealer, where he met Matt, and later joined EWA shortly after the RIA was launched in 2020. Jamison is now a Lead Advisor and Partner at EWA, where he spends much of his time working with some of the firm's top clients. After spending 2 years inside of a fortune 100 broker-dealer crafted his belief that there was a lack of training and awareness of sound financial planning and advice in the industry where much of the training offered is product centric. That's why In 2022, Matt and Jamison founded Wealth Advisor Training, LLC. Outside of business, Jamison resides in Pittsburgh where he spends much of his free time with his dog Chance, on the golf course, or traveling to new places.

In today's episode of the Wealthy Advisor Mindset podcast, Nina is joined by Steve Taylor, an attorney and certified financial planner as well as the founder and Lead Advisor with Merited Wealth, an investment management and financial planning firm based out of Miami, Florida. Steve shares insights on his career journey and the importance of mindset in financial success. He began as a law practitioner but found his passion in financial planning, overcoming initial struggles and learning from experiences. He believes in holding a strong core belief in one's ability to succeed, drawing inspiration from seeing others' successes and trusting one's gut instincts.Nina and Steve discuss the challenges financial advisors face, particularly in sales and marketing. Steve advises focusing on selling through education and forming genuine connections rather than aggressive sales tactics. He also touches on dealing with rejection, emphasizing that a "no" often means "not now," as well as the importance of resilience in an entrepreneurial journey. They also explore the value of networking. Steve suggests making genuine connections in networking situations and avoiding interactions that feel forced or superficial. Additionally, he talks about the transparency of fees in financial advising, advocating for clear communication of the value provided to clients.Steve also shares his approach to handling setbacks and the importance of resilience. He advises focusing on learning from setbacks rather than dwelling on them. Nina and Steve discuss the importance of having a supportive personal environment, especially when embarking on entrepreneurial endeavors.Enjoy!What You'll Learn in This Episode:The role of self-belief in achieving success, especially in the context of financial advising and entrepreneurship.How financial advisors can approach sales and marketing by focusing on education and genuine relationships rather than aggressive selling.Tips on making authentic connections in networking situations and advice on how to navigate networking events comfortably, even for introverts.How to deal with setbacks and failures in business, the importance of learning from these experiences, and moving forward.Advice on ensuring a supportive personal environment, particularly the role of family and close relationships in supporting entrepreneurial endeavors.And much more...Resources:Nina CookeSteve's LinkedInMerited WealthAre you ready for the breakthrough? Let's get started!https://chatwithnina.org/Get my book for FREE:http://ninabook.org/

If you're interested in hosting educational events on topics like taxes in retirement and Social Security to generate leads, this podcast is for you! Join host Dave Alison, CFP®, EA, BPC, President and Partner at C2P, and Bryan Bibbo, AIF, NSSA, BPC, Lead Advisor and Partner at JL Smith Holistic Wealth Management as they discuss nearly everything you need to know about hosting successful workshops to win more clients. Focusing on JL Smith's innovative approach, Bibbo provides practical advice and benchmarks to consider when planning or running these events, including who to partner with and when and where to host them. You'll also hear key insights from Matt Seitz, Chief Marketing Officer at C2P, on marketing best practices and how much to spend. Discover the keys to driving attendance and how to make these events a regular, profitable part of your business.ResourcesTrue Productions Digital Agency Eight Digit Media American Financial Education Alliance (AFEA)

When financial services are separate, it is as inconvenient for clients as it is costly to go to multiple specialists. By integrating financial, investment, insurance, and especially their taxes into one overall plan, you can provide remarkable value to your clients and your firm. Join host Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P, with special guests, Jeff Warnkin, CFP, CPA, NSSA, Lead Advisor at JL Smith Holistic Wealth Management, and Scott Kaup, CFP®, of Kaup's Financial Advisors, as they share personal anecdotes on how integrating tax strategies they learned from The Tax Management Journey ® have impacted their advisory services. Tune in to learn how a holistic financial planning approach that includes tax management has on your business growth and overall advisory skills.ResourcesThe Tax Management Journey training®

Host: Jason L Smith, CEP, BPC, and guest Jeff Warnkin, CFP, CPA, NSSA   Episode Overview: In this episode, Jason L Smith and Jeff Warnkin, Lead Advisor at JL Smith,  discuss a range of topics centered around year-end tax planning strategies, investment insights, and the importance of tax management in personal finance. The conversation covers … Continue reading Episode 6: Year-End Tax Strategies and Investment Insights →

The Investing Circle - Personal Finance that makes Cents #TheInvestingCircle #passiveincome #henry This is the interview with the Founder and Lead Advisor at Hoskin Capital, Nate Hoskin. Nate is a new breed of Advisor helping all types of clients, but specifically the H.E.N.R.Y's. Never heard of that? Read on because you might be one. We talk about the beginning to his investing journey, how he shares his passions of personal finance, and his HOT TAKE on personal finance. You can connect with Nate at... TikTok: https://www.tiktok.com/@natehoskinHoskin Capital site: https://www.hoskincapital.comInstagram: https://www.instagram.com/hoskincapital/ LinkedIn: https://www.linkedin.com/in/nghoskin To listen watch check it out here -https://youtu.be/A0hrS4iqc90 To read it check it out here - https://theinvestingcircle.com/the-new-breed-of-advisor-empowering-h-e-n-r-ys-with-nate-hoskin/ Get Connected: Site - theinvestingcircle.com Instagram - https://www.instagram.com/theinvestingcircle/ FB - https://www.facebook.com/TheInvestingCircle LinkedIn - https://www.linkedin.com/company/the-investing-circle/ ___________________ *As an Amazon Associate I earn from qualifying purchases* ⚠️ Copyright Disclaimers • We use images and content in accordance with the YouTube Fair Use copyright guidelines • Section 107 of the U.S. Copyright Act states: “Notwithstanding the provisions of sections 106 and 106A, the fair use of a copyrighted work, including such use by reproduction in copies or phone records or by any other means specified by that section, for purposes such as criticism, comment, news reporting, teaching (including multiple copies for classroom use), scholarship, or research, is not an infringement of copyright.” • This video could contain certain copyrighted video clips, pictures, or photographs that were not specifically authorized to be used by the copyright holder(s), but which we believe in good faith are protected by federal law and the fair use doctrine for one or more of the reasons noted above. ⚠️ None of this is meant to be construed as investment advice. I am not a financial advisor. You should not treat any opinion expressed on this YouTube channel as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of opinion. Opinions expressed are based upon information considered reliable, but this YouTube channel does not warrant its completeness or accuracy, and it should not be relied upon as such. This YouTube channel is not under any obligation to update or correct any information provided in these videos or their descriptions. Statements and opinions are subject to change without notice. Past performance is not indicative of future results. This YouTube channel does not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed on this YouTube channel. Strategies or investments discussed may fluctuate in price or value. Investors may get back less than invested or lose more than their original investment. Investments or strategies mentioned on this YouTube channel may not be suitable for you. This material does not consider your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned on this YouTube channel. Before acting on information on this YouTube channel, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment advisor.

In 10 years, the medicine supply chain in Africa will look very different than it does today. In Part 2 of this podcast, we examine four key trends which are going to re-shape the medicine supply chain in Africa over the next decade - and shout out to a few of the entrepreneurs that are leading the charge. From regulatory changes spearheaded by the African Union to biomedical innovation requiring new pathways to patient, the medicine market is both growing and changing in Africa. Our lineup includes:* Mila Nepomnyashchiy, Lead Advisor, Center for Innovation and Impact, USAID* Sidharth Rupani, Senior Advisor for Supply Chain, The Global Fund* Yusuf Rasool, Director of Global Market Access at MSD/Merck* Clinton De Souza, former Director of Public Health for Imperial Logistics (now DP World), Managing Partner at Celsian Consulting* Dr. Prashant Yadav, one of the world's leading scholars on healthcare supply chains. Dr Yadav is a Senior Fellow at the Center for Global Development, Affiliate Professor at INSEAD and Lecturer at Harvard Medical SchoolListen now wherever you get your podcasts (Apple Podcasts, Spotify, Overcast, etc.).In case you missed it, don't forget to check out Part 1 of this episode, where we trace the movement of a pack of medicines from a factory in India to the shelves of a mom-and-pop pharmacy in Zambia. Connect with Africa Health Ventures

In episode 196 America Adapts, we partnered with the Climate Science Alliance to cover their Climate Science Summit at the San Diego Natural History Museum.   Experts, speakers and participants from the Summit are highlighted in this episode. We kick things off with Dr. Amber Paris of the Alliance setting the stage for the Alliance's approach to transformational adaptation, emphasizing community-centered approaches, resilience, and relationship building. Multiple tribal voices share the importance of indigenous approaches to climate adaptation. The summit was a rousing event with many diverse voices sharing their perspectives on transformational adaptation. You'll also hear how art and culture play a critical role in how society is going to adapt to the impacts of climate change. Looking ahead, the Alliance aspires to build on their momentum, encouraging others to adopt their transformational adaptation model and fostering partnerships. The episode highlights the power of collective action and offers insights for organizations on a similar adaptation journey. This episode was generously sponsored by the Climate Science Alliance Experts in this Episode: Dr. Amber Pairis - Founder and Lead Advisor of the Climate Science Alliance  Paula Ezcurra - Operations and Grants Manager, Climate Science Alliance  Martha Rodriguez - Sycuan Cultural Dept. Director, Instructor Nikki Cooley - Co-manager for the Institute for Tribal Environmental Professionals' Tribal Climate Change Program Lauran Engeman - Coastal Climate Resilience Specialist at California Sea Grant Amy Larson – Grants Program Director at the California Wildlife Foundation Angela Mooney D'Arcy - founder and Executive Director of the Sacred Places Institute for Indigenous Peoples Richelle Ellis - Artist, Curator, Analog Astronaut connecting Art + Science Dr. Megan Jennings - Conservation ecologist and Co-Director of San Diego State's Institute for Ecological Monitoring and Management Althea Walker - Co-Director and Community Resilience Lead for the Climate Science Alliance Check out the America Adapts Media Kit here! Subscribe to the America Adapts newsletter here. Donate to America Adapts Listen to America Adapts on your favorite app here! Facebook, Linkedin and Twitter: https://www.facebook.com/americaadapts/ @usaadaptshttps://www.linkedin.com/in/doug-parsons-america-adapts/ https://www.instagram.com/america_adapts/?hl=en Resources and Links in this episode: https://www.climatesciencealliance.org/2023-climate-summit Summit summary and photo gallery with you, both of which can be found on our webpage: www.climatesciencealliance.org/2023-climate-summit https://www.climatesciencealliance.org/building-resilience Stay up to date on projects, trainings, and more from the Climate Science Alliance and their partners. Subscribe to our newsletter Follow up on Facebook, Instagram, LinkedIn, and YouTube Letter of Relationality The third annual Innovations in Climate Resilience Conference (ICR24) takes place on April 22-24, 2024, in Washington, DC. This toolkit is meant to help share messaging and information with your audiences.  ICR24 Websitehttps://www.battelle.org/conferences/conference-on-innovations-in-climate-resilience IMPORTANT KEY DATES ·         Abstract Submission Deadline – December 11, 2023 – Submission link Early Bird Registration Opens – November 1, 2023 – Registration link Early Bird Registration Deadline - February 16, 2024 Standard Registration Closes - April 15, 2024 Donate to America Adapts Follow on Apple Podcasts Follow on Android Hey Adapters, I'm excited to announce a new partnership with Atmos. America Adapts has been selected as one of the non-profits that gets direct donations when you start banking with Atmos, the world's most climate-focused bank account. From solar loans, cash-back checking to high yield savings accounts, Atmos is 'banking with a purpose.' When you open a bank account you can increase your monthly savings rate when you regularly support their select list of non profits working for a sustainable future. Yes, there are other options besides America Adapts...like Amazon Watch, 1% for the Planet, Grist, Project Drawdown and many more. Please watch the short video below to get a specific explanation of what Atmos offers. America Adapts gets individual donors because we're a 501(c)3, but Atmos might be a better fit, as you get banking services with your donations.. Doug Parsons and Speaking Opportunities: If you are interested in having Doug speak at corporate and conference events, sharing his unique, expert perspective on adaptation in an entertaining and informative way, more information can be found here! Now on Spotify! List of Previous Guests on America Adapts Follow/listen to podcast on Apple Podcasts. Donate to America Adapts, we are now a tax deductible charitable organization! Federal Reserve Bank of San Francisco Strategies to Address Climate Change Risk in Low- and Moderate-income Communities - Volume 14, Issue 1 https://www.frbsf.org/community-development/publications/community-development-investment-review/2019/october/strategies-to-address-climate-change-low-moderate-income-communities/ Podcasts in the Classroom – Discussion guides now available for the latest episode of America Adapts. These guides can be used by educators at all levels. Check them out here! The 10 Best Sustainability Podcasts for Environmental Business Leadershttps://us.anteagroup.com/news-events/blog/10-best-sustainability-podcasts-environmental-business-leaders The best climate change podcasts on The Climate Advisorhttp://theclimateadvisor.com/the-best-climate-change-podcasts/ 7 podcasts to learn more about climate change and how to fight ithttps://kinder.world/articles/you/7-podcasts-to-learn-more-about-climate-change-and-how-to-fight-it-19813 Directions on how to listen to America Adapts on Amazon Alexahttps://youtu.be/949R8CRpUYU America Adapts also has its own app for your listening pleasure!  Just visit the App store on Apple or Google Play on Android and search “America Adapts.” Join the climate change adaptation movement by supporting America Adapts!  Please consider supporting this podcast by donating through America Adapts fiscal sponsor, the Social Good Fund. All donations are now tax deductible! For more information on this podcast, visit the website at http://www.americaadapts.org and don't forget to subscribe to this podcast on Apple Podcasts.   Podcast Music produce by Richard Haitz Productions Write a review on Apple Podcasts ! America Adapts on Facebook!   Join the America Adapts Facebook Community Group. Check us out, we're also on YouTube! Executive Producer Dr. Jesse Keenan Subscribe to America Adapts on Apple Podcasts Doug can be contacted at americaadapts @ g mail . com

What does it take to move a pack of medicines from a factory in India to the shelves of a mom-and-pop pharmacy in Zambia? In this episode, we explore the world of the medicine supply chain in Africa, as told by the people who run it. Along the way, we unpack the market dynamics which limit access to low-cost, essential medicines.Our lineup includes:* Yusuf Rasool, Director of Global Market Access at MSD/Merck* Clinton De Souza, former Director of Public Health for Imperial Logistics (now DP World), Managing Partner at Celsian Consulting* Michael Moreland, CEO and Founder, Field Intelligence* Sidharth Rupani, Senior Advisor for Supply Chain, The Global Fund* Mila Nepomnyashchiy, Lead Advisor, Center for Innovation and Impact, USAID* Dr. Prashant Yadav, Senior Fellow at the Center for Global Development, Affiliate Professor at INSEAD and Lecturer at Harvard Medical SchoolListen now wherever you get your podcasts (Apple Podcasts, Spotify, Overcast, etc.).Stay tuned for Part 2, when we look at the future trends which are going to dramatically change this supply chain and highlight a few of the new ventures which are leading the way.Connect with Africa Health Ventures

How do you usually great veterans? Do you nod and thank them for their service? In this episode, Dr. Qwynn Galloway Salazar, an Army veteran and military spouse, joins me for a second time to revisit her work with veteran and military communities. Her role as an end-of-life doula, educator, and facilitator uncovers unique perspectives on addressing trauma, suicide prevention, and end-of-life care.We discuss the sensitive, yet crucial topic of death, bridging the divide between the veteran and civilian communities.  Dr. Quinn's work as an end-of-life doula is inspiring, and the ripple effect of her commitment to supporting veterans and their families through this profound journey is truly moving.  We wrap up by shedding light on the creative side of advocacy. We reflect on the potential of creativity in addressing tough topics and inspiring change. We invite you to explore how we can collectively confront social, economic, and political challenges. Links mentioned in this episode:Link to Episode 10, my first conversation with QwynnConnect with Qywnn In Their Honor Caring for Veterans Through the End of Life, PsychArmor and In Their HonorDr. Gallow-Salazar's Bio:Dr. Qwynn Galloway-Salazar is the Founder of In Their Honor. As an Army Veteran, Spouse to a Combat Veterans, End-of-Life Doula, and Educator, she has devoted over two decades to enhancing the quality of life for military and Veteran communities. Driven by her deep commitment, Qwynn has delved into crucial topics such as trauma, behavioral health, end-of-life care, and suicide prevention, gaining profound insights into the enduring impact of military experiences on Veterans and their loved ones.As a Compassionate and Creative Innovator, Qwynn passionately unites diverse communities, states, academic institutions, and end-of-life organizations under a joint mission: to ensure that Veterans and their loved ones receive unparalleled care and support throughout life's final journey. She served as the Lead Advisor for the groundbreaking launch of the "Caring for Veterans Through the End-of-Life Collection" by PsychArmor Institute. This 3-part collection, infused with profound wisdom and empathy, stands at the forefront of end-of-life education for Compassionate Communities, Caregivers/Loved Ones, and Healthcare Providers alike, offering invaluable guidance and support.Like what you heard? Please like and share wherever you get your podcasts! Connect with Ann: Community Evaluation Solutions How Ann can help: · Support the evaluation capacity of your coalition or community-based organization. · Help you create a strategic plan that doesn't stress you and your group out, doesn't take all year to design, and is actionable. · Engage your group in equitable discussions about difficult conversations. · Facilitate a workshop to plan for action and get your group moving. · Create a workshop that energizes and excites your group for action. · Speak at your conference or event. Have a question or want to know more? Book a call with Ann .Be sure and check out our updated resource page! Let us know what was helpful. Community Possibilities is Produced by Zach Price Music by Zach Price: Zachpricet@gmail.com

Susan Guthrie welcomes Top Financial Professional Nicole Romito as she shares some of the big issues to look for in a complex property divorce case. This episode can save you big bucks!  We've discussed many financial issues that arise during divorce - including whether or not to keep the house, how to find hidden assets and more. In this episode, Nicole Romito will help us dive into the more difficult issues about asset division in divorce. There is no do-over when it comes to the division of assets. You are making life-altering decisions that will impact you for the rest of your life. Knowledge is power when it comes to these complex financial issues, and even more powerful is having a financial professional who knows what they're doing.  Nicole Romito, CFP, CDFA, is a Partner and Lead Advisor with Private Vista. While she has clients who are in all different cycles of life, she gets an extra boost collaborating with women who are going through a transition and are making life-altering financial decisions. This could be due to divorce, becoming a widow, selling their business, or being able to retire from their corporate executive career. Topics and Golden Nuggets include: Why it is so important to have a financial planner on your divorce team The most common complex investment pitfalls “It's a lot easier to come to agreements when it's a win-win agreement.” Retirement, pensions, 401ks, and IRAs asset division  What you should be aware of about executive compensation **************************************** About this week's special guest: Nicole Romito Nicole Romito, CFP, CDFA, is a Partner and Lead Advisor with Private Vista. While she has clients who are in all different cycles of life, she gets an extra boost collaborating with women who are going through a transition and are making life-altering financial decisions. This could be due to divorce, becoming a widow, selling their business, or being able to retire from their corporate executive career. What excites Nicole about what she gets to do each day? Helping women make smart and thoughtful decisions as they navigate an emotionally stressful time. Clients see her as a teacher, advocate, and partner. Having gone through a divorce herself and leaving a 10-year career with a bank to start my own financial planning practice, Nicole understands the stress of being 100% responsible for your financial security. That is why she invests extra time with her clients and their other professionals such as their attorney and CPA to create a plan which takes them from a place of fear and uncertainty to one of clarity and confidence.  Whether it is a proposed divorce settlement, settling an estate or navigating deferred compensation plans and exercising employer stock plans on your way to retirement; her clients are relieved, that together, we create a forward-looking financial plan so they can see what the future may mean for them and their family. Since I walked by their side and never judged, during a very emotional time during which is it common to become flooded and unable to make decisions, they look to me as their ongoing partner to successfully manage their wealth. Connect with Nicole: https://myprivatevista.com/index.html Nicole on LinkedIn: https://www.linkedin.com/in/nicole-romito-cfp-cdfa-993b07/ Nicole on Instagram: http://instagram.com/nicole.romito ***************************************** THANK YOU TO OUR SPONSORS:   SOBERLINK Thriving in divorce and beyond means not having to worry about the safety of your children when it comes to co-parenting. With alcohol abuse on the rise, many co-parents are turning to the system committed to providing proof, protection, and peace of mind. Soberlink's alcohol monitoring system is the most convenient, reliable, and reasonable way for a parent to provide evidence that they are not drinking during parenting time. Soberlink's real-time alerts, facial recognition, and tamper detection ensure the integrity of each test, so you can be confident your kids are with a sober parent. With Soberlink, judges rest assured that your child is safe, attorneys get court-admissible evidence of sobriety, and both parents have empowerment and peace of mind.  Pull back the curtain on the mysteries of parenting time and trust The Experts in Remote Alcohol Monitoring Technology™ to keep you informed and your kids safe and secure. To download the addiction and children resource page that I developed with Soberlink, visit www.Soberlink.com/Susan  ________________________ AMAZON PRIME VIDEO TRIAL After a long day at work helping people to navigate divorce, I like to unwind with a little binge-watching, and currently, Amazon's Prime Video is my channel of choice.   If you want to try out Prime Video for free, I've got a 30-day trial for you!  Just go to https://divorcebeyond.com/Prime-Video for your free trial.    ********************************************************************* SPONSORSHIP OPPORTUNITIES ARE AVAILABLE!  https://divorcebeyond.com/Sponsorship-Info ******************************************************************* MEET OUR CREATOR AND HOST: SUSAN GUTHRIE®, ESQ., the creator and host of The Divorce and Beyond® Podcast, is nationally recognized as one of the top family law and divorce mediation attorneys in the country.  Susan is the Vice Chair of the American Bar Association Section of Dispute Resolution and is a sought-after keynote speaker, business and practice consultant, coach and trainer. You can find out more about Susan and her services here:  https://neon.page/susanguthrie Internationally renowned as one of the leading experts in online mediation, Susan created her Learn to Mediate Online® program and has trained more than 25,000 professionals in how to transition their practice online.  Susan recently partnered with legal and mediation legend, Forrest "Woody" Mosten to create the Mosten Guthrie Academy which provides gold-standard, fully online training for mediation and collaborative professionals at all stages of their careers.   Follow Susan Guthrie and THE DIVORCE AND BEYOND PODCAST on social media for updates and inside tips and information: Susan on LinkedIn: https://www.linkedin.com/in/susaneguthrie/ Susan on Instagram @susanguthrieesq ********************************************************************* We'd really appreciate it if you would give us a 5 Star Rating and tell us what you like about the show in a review - your feedback really matters to us!  You can get in touch with Susan at divorceandbeyondpod@gmail.com.  Don't forget to visit the webpage www.divorceandbeyondpod.com and sign up for the free NEWSLETTER to receive a special welcome video from Susan and more!! ********************************************************************* DISCLAIMER:  THE COMMENTARY AND OPINIONS AVAILABLE ON THIS PODCAST ARE FOR INFORMATIONAL AND ENTERTAINMENT PURPOSES ONLY AND NOT FOR THE PURPOSE OF PROVIDING LEGAL ADVICE.  YOU SHOULD CONTACT AN ATTORNEY IN YOUR STATE TO OBTAIN LEGAL ADVICE WITH RESPECT TO ANY PARTICULAR ISSUE OR PROBLEM.

This week, I'm joined by Ann Petronio, Founder and Lead Advisor at Shared Adventures Travel. Together we first discuss the latest trending news in the travel industry, including the REAL ID situation, travel prices, and more.  Later, Petronio shares insights into what she sees at the top trends in European travel scene today. Italy is booming, prices are high, crowds are big, the heat is intense, and so on. Petronio also provides some underrated European destinations travelers should put on their radar, as well as offering some tips and advice for travel advisors to enhance their Europe bookings.  The discussion on Europe travel begins after the 14-minute mark.  Have any feedback or questions? Want to sponsor the show? Contact us at Podcast@TravelPulse.com and follow us on social media @TravelPulse. See omnystudio.com/listener for privacy information.

The inflation wave that crested at a 40-year high last year and remains elevated has eroded US households' sense of financial security, the Federal Reserve reported.  In an annual survey showing the corrosive effects of inflation on Americans' economic confidence, many complained they had reduced their savings to make ends meet, felt less secure about retirement, and had delayed purchases or swapped into cheaper products as they shopped.  The Fed said the percentage of respondents who said they were doing “at least OK financially” in 2022 tumbled by 5 percentage points — the most since the survey was launched a decade ago — to 73%.  It had stood at a record high the year before.  The share of those saying they were worse off shot up 15 points to 35%, the highest level by far since the Fed first started asking that question in 2014. Chartered Retirement Planning Counselor // VP of Investment Strategy & Lead Advisor at Paradiem, a firm that helps Clients Bridge The Gap Between Family & Finance KRISTINA SCHULER joins Hal and Ernie to discuss.See omnystudio.com/listener for privacy information.

Chartered Retirement Planning Counselor // VP of Investment Strategy & Lead Advisor at Paradiem, a firm that helps Clients Bridge The Gap Between Family & Finance Kristina Schuler joins JT to explain more.

While advancing a career in any industry can be challenging, the lack of formal career development programs offered in the workplace for associate advisors can make it particularly difficult for them to gain the experience they need to become lead financial advisors. In our 113th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what it means to be a lead advisor, the paths associate advisors can take to advance into a lead advisor role, and how to communicate career growth goals with senior advisors.  For full show notes, see kitces.com and thesocietyofadvice.com.

Danqin Fang is a Lead Advisor for Austin Asset, an independent RIA based out of Austin, Texas, that oversees more than $1.3 billion in assets under management for nearly 400 client households. Danqin stands out for her intentional career path in the financial services industry that involved her leaving China, learning a new language and culture in the U.S., getting a Master's in Financial Planning, and creating opportunities for herself through industry associations and networking. In this episode, she shares her journey to Lead Advisor, from connecting with the description of a CFP professional after a Google search to leaving China and immigrating to the U.S. to pursue her CFP marks and having the opportunity to follow a clear career path in finance. You'll hear about how she navigated the complexities of relocating to another country and leveraged cultural differences to better connect with clients, how she used networking opportunities to get connected with the right people in the industry (and ultimately find better jobs), and why it's important for newer and younger advisors to get clear on their vision of the future so they can work backward to figure out the next best step forward. For show notes and more visit: https://www.kitces.com/321

On this episode of the Robotic Process Automation Podcast, Trellis is joined by CEO, Founder and Lead Advisor of Digital Workforce Solution, Matt Gustitus to talk about the technical aspects of process automation, with a focus on the difference between Robotic Process Automation (RPA) and Application Programming Interface (API).https://www.digitalworkforcesolution.com/

Part of our Theologies of Transformation and Actions for Justice SeriesDuring this session, we had the privilege of welcoming Dr. Clark Gilpin to give a reflection on our tenth Interfaith Action principle. Clark is Interfaith Action's Lead Advisor for Faith Framing, and the Margaret E. Burton Professor, emeritus, at the University of Chicago Divinity School, where he served as dean from 1990 to 2000. He lives in Stevensville and attends the Berrien Unitarian Universalist Fellowship, where he and his wife Nancy co-chair the Social Justice Committee. Clark studies the history of modern Christianity, especially in relation to literature, and he recently published Religion Around Emily Dickinson (Penn State University Press). The tenth principle states: 'Our faith traditions uphold the common good as grounded in solidarity with the poor and the vulnerable. Alleviation of poverty, homelessness and hunger are essential causes for people of faith. This commitment requires us to promote basic standards of living and to confront excesses of capitalism and growing wealth divides.' You can find our Interfaith Principles on our website: https://swmichinterfaith.org/whoweare Music Attribution: "Night Owl" from the Directionless EP by Broke For Free, licensed under a Creative Commons Attribution License. Available at http://freemusicarchive.org/music/Bro....

 Temple Grandin talks to cybersecurity expert Dr. Diego Tibaquirá about the increasing demand to fill cybersecurity jobs and the challenges of balancing cyber security and convenience in a digital world filled with hackers.   Dr. Diego Tibaquirá is a professor of computer science with a focus on cybersecurity and cloud computing at Miami Dade College. His experience in the field includes working for the Federal Government in Washington, DC as an Information Security Specialist having a Secret Security Clearance, and PEPSICO as a Data Analyst. He also works with the Honors College, teaches Honors Courses, and is a Lead Faculty for the Honors College and Lead Advisor of the Phi Theta Kappa Honors Society at the Padrón Campus. Dr. Tibaquirá was nominated to the 2021 Ethical Hacker Hall of Fame and in 2021, elected to the grade of Senior Member by IEEE (the Institute of Electrical and Electronics Engineers) for recognition of Professional Standing and Significant Performance in the field. He also received the 2021 Academic Instructor Circle of Excellence Award. In 2021, Dr.  Tibaquirá  was selected as a Fulbright Specialist for a tenure of four years. He served in the United States Marines for 8 years. 

Richard Perez is the Lead Advisor for the Sales and Go-To-Market Practice for the Operational Excellence Practice. Prior to joining Apax, he was an independent consultant advising organizations across different industry segments, small and large, focusing on growth strategy and revenue operations. Richard has spent most of his 25-year career in high-growth environments, including several years at the Corporate Executive Board (now Gartner) and the Business Talent Group.During this episode of the Growth Enablement Madness podcast, the BrainSell team sit down with Perez to discuss what private equity firms truly look for when researching companies to bring into their portfolio. The group also discuss Perez's introduction to the business and what he's learned since joining the industry.Other topics discussed include:  What Private Equity Firms look for when investing in a company.  How to develop sustainability when fueling growth at your company.  How People, Process, and Technology impact the way businesses grow and scale.  Related Links  See what Apax Partners does for the industry.  Learn more about BrainSell's blueprinting methodology here!  Check out these YouTube videos detailing BrainSell's consulting work.  Follow BrainSell on Twitter and LinkedIn!  

Tanner and Jeff talk with Jerad Minnick, Founder and Lead Advisor of Natural Grass Advisory Group. There are more than a dozen ways to reduce compaction's effects. In this episode, we discuss several different pieces of equipments that can be used under different scenarios. Jerad is a longtime natural grass advocate who brings years of turf management to the show. Jeff Fowler, Penn State Extension (host) Tanner Delvalle, Penn State Extension (host)Jerad Minnick, Principal, Natural Grass Advisory Group Lead photo: Jeffrey Fowler, Penn StateSend us an email! We would love to hear your thoughts, suggestions, and questions! freshcutgrass@psu.eduMeet some of the characters Tanner and Jeff work with and join the Penn State Green Industry Team for their 2023 winter meeting season. We have in-person events and webinars!Green Industry Conference, 1/4/2023Turf and Ornamentals Conferences and Webinars, Various dates & locations, 1/10/2023 to 3/22/2023Estimating and Bidding for Landscape InstallationBucks County, PA: 1/19 and 1/20/2023 and Allegheny County, PA: 2/8 and 2/9/2023Golf, Lawn, Landscape, and Sports Turf Conferences: Held by the PA Turf Council • Northeastern PA Golf, Lawn, Landscape and Sports Turf Conference, 1/26/2023 • Eastern PA Golf, Lawn, Landscape and Sports Turf Conference, 2/2/2023• Western PA Golf, Lawn, Landscape and...

How do we learn to make good financial choices? Join Founder and Lead Advisor of Optometry Wealth Advisors LLC Evon Mendrin, as he talks about the different mindsets and how it will impact your future financial success.    Get in touch with Evon Mendrin at https://optometrywealth.com  The Wealthy Barber is a financial plan book that will show you how to take control of your financial future!

Andrea Delucia is the founder and Lead Advisor at Life Future Wealth. She is a global success retirement expert. "You can make a living with what you get, but it is best to build a life with what you give. It is not just about the numbers and math, it's about caring and giving more. Using education to upgrade the way others feel, think and perform; especially around money. Let us help you create clarity and full understanding for today, tomorrow, and 50 years from now. Life can change quickly, what is sweet and solid one minute can become painful the next. Our aim as integral financial professionals is to create awareness about the importance of securing a retirement plan. Not just working with the portfolio, but working with the individual. Together, we learn where you want to be and with a balanced purpose-driven plan, we will help you achieve an extraordinary and exceptional life." Life Future Wealth specializes in helping individuals that are in retirement or within 10 years of retirement. https://lifefuturewealth.org/about-us/ https://thestarspodcast.com/

More than seven months into Russia’s second invasion of Ukraine, Russian forces have established a clear pattern of targeting civilians and civilian spaces. On September 20, USIP hosted a discussion of Russia’s crimes in Ukraine and whether they amount to genocide. Speakers Lise Grande, opening remarksPresident and CEO, United States Institute of Peace Azeem IbrahimDirector of Special Initiatives, New Lines Institute Andriy KostinProsecutor General of Ukraine Ambassador Clint WilliamsonSenior Director for International Justice, Georgetown Center for National Security; Lead Advisor, Atrocity Crimes Advisory Group Ambassador William B. Taylor, moderatorVice President, Russia and Europe, U.S. Institute of Peace; Former U.S. Ambassador to Ukraine For more information about this event, please visit: https://www.usip.org/events/russias-actions-ukraine-and-crime-genocide

In the latest episode, we speak with Jack Purcell, Sales Generation Lead Advisor - MyParcel at GEODIS. GEODIS is a supply chain operator ranking among the top brands in its field in both Europe and the rest of the world. GEODIS manages customer supply chain by offering end-to-end solutions enabled by the company's expert staff, infrastructure, processes, and systems.In the episode, we discuss:The challenges and opportunities for subscription-based businessesHow GEODIS helps merchants understand legislation and regulationsHow merchants should handle chargesHow GEODIS deals with products held up in different countriesHow to stay updated with legislation and regulations of different countries How to choose the right merchants to work withHow GEODIS can help merchants solve complex problems… and so much more.If you have questions for Jack or want to connect with him, you can reach out directly by email at jack.purcell@geodis.com.Be sure to rate, download, and subscribe to the podcast, so you don't miss an episode, and we can keep creating helpful content on the subscriptions industry. Learn how a subscription-based supply chain operator works by tuning into the latest episode of Subscriptions: Scaled with Jack Purcell, Sales Generation Lead Advisor - MyParcel at GEODIS.GEODIS Ready to get started with Rebar?Head to rebartechnology.com or email info@rebartechnology.com to schedule a call today.

Thank you to our sponsors without them this series wouldn't be possibleTitle Sponsor: Women Veterans Alliance:Women Veterans Alliance is the premier national network focused on directly impacting the quality of life of women veterans. This year, Women Veteran Alliance is hosting a live Broadcast in person throughout the U.S. and online. It will be held on September 9 and 10, 2022. You can head over to www.Womenveteransalliance.org/women-veterans-edge to learn more about where in-person locations are and to register.Garrett Sorenson with Marcum Wealth: Garrett is a Lead Advisor at Marcum Wealth. He holds an MBA in Finance from Belmont University, he is a CERTIFIED FINANCIAL PLANNER™ professional, and a Certified Exit Planning Advisor. Garrett served nearly ten years on active duty in the U.S. Army, with one tour in Afghanistan during 2010, and he continues to serve in the Tennessee Army National Guard. Garrett also hosts a Podcast called “Operation: Veteran Finance” where he shares his knowledge to help the military community with their financial mission. Want a free financial plan email Garrett at garrett.sorenson@marcumwealth.com or head to  www.marcumwealth.com going to contact, and select start a plan. Be sure to mention the Women of the Military podcast!Want to learn more about joining the military?Check out my free guide to joining here.Pre-order your copy of A Girl's Guide to Military Service: Selecting Your Specialty, Preparing for Success, Thriving in Military Life here.Check out the full show notes here: Mentioned in this episode: Military Blended RetirementThrift Saving Plan (TSP) InvestingRoth IRA/Traditional IRAVA Home loanLegal Disclaimer: Marcum Wealth, LLC is an SEC-registered investment advisory firm with its principal place of business in Ohio. Registration is not an endorsement of the firm or its representatives by securities regulators, nor is it an indication that the adviser has attained a particular level of skill or ability. This discussion is intended to be general and educational in nature and is not tailored to any listener's individual circumstances or financial situation. You should not assume that any discussion or information contained herein serves as the receipt of, or as a substitute for, personalized investment advice. All investment strategies have the potential for profit or loss. This communication should not be construed as a recommendation or solicitation to take, or refrain from taking, any particular course of action. Due to various factors, including changing regulations and market conditions, the information discussed may no longer be reflective of current positions or recommendations. While information presented is believed to be factual and up-to-date as of the date of publication, Marcum Wealth does not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. The subjects discussed herein are general in nature, provided for informational purposes only, and should not be construed as legal, tax, or investment advice. Listeners should consult with the professional(s) of his or her choosing regarding their specific legal, tax, or financial situation.Thank you to my Patreon Sponsor Col Level and above:Kevin BarbaGet your Women of the Military Podcast gear here.Thank you Patreon members for your support. Become a Patreon member today! Click here.  Thank you to all of the A Girl's Guide to Military Service Series sponsorsTitle Sponsor: Women Veteran Alliance Gold Sponsor: J Vollbrecht Consulting, Garrett Sorenson with Marcum WealthSilver Sponsor: Photography by Trish Alegre-SmithBronze Sponsor:  Nomades Collections, Served Like HER

Scott Eckart is the Owner and Lead Advisor at West Point Financial Group. His passion for connecting with people is what makes him such a natural at helping people design the life they aspire to live. His thorough process helps to provide a path for his clients to take their vision of the future and translate it into a blueprint that can be implemented in an organized and systematic fashion. “I love seeing people make progress toward their goals,” says Scott. Scott draws on years of experience as a business consultant to help people better articulate their goals and take the necessary steps to accomplish them. His practice focuses on the needs of closely held business owners and pre-retirees, helping those clients to proactively take control of their personal, legacy, tax and gift resources. In addition, Scott volunteers his knowledge of personal finance to provide financial literacy education to children and young adults. Having benefited from strong mentors and role models in his formative years, Scott works to pay their gift forward by acting as an advisor and instructor to others. Outside of work he is an avid reader and outdoor enthusiast. On many weekends Scott can be found tending to his garden. He and his wife, Elsa, reside in Zionsville, Indiana, and enjoy spending time with their children, granddaughter and grandson. In this fun and insightful episode, Scott talks about becoming an accidental entrepreneur, financial planning, leading by influence, getting your hands dirty, the reason behind the answer to what his super power would be, embracing change, accountability, the power of friendship, and a moment while going through a business divorce that he realized that life is a classroom.  Learn more about West Point Financial Group Connect with Scott on LinkedIn  Sponsors: Ninety.io Straticos Buy your copy of Level-UP To Professional: Second Edition  

In this episode, we interviewed a lead advisor who had just gotten off the trail at Philmont.  We are calling this a Philmont Hotwash to get the immediate impressions of a trek just off the trail.   We explore what worked, what didn't, and what he would change for another trip.  The lead advisor, Bryan King, organized a crew of 11 for a 12-day trek at Philmont Scout Ranch.  Mr. King is the immediate past Scoutmaster for Troop 85 in O'Fallon, IL.

Ari Parker, Lead Advisor from Chapter, discussing "Tips for Avoiding Medicare Scams." Joe and Dave share some follow up from several listeners, who write in about various scams they have encountered. Joe's story is on Facebook messenger and how more and more victims are being claimed to scams and cons through the popular social media app. Dave's story shares disturbing information regarding LinkedIn scams, explaining how North Koreans are stealing resumes off the job site in a new crypto job search scam. Our catch of the day comes from listener Jon who writes in about him receiving $10,500,000.00 and how he needs to claim this offer before the end of 2021. Sadly he missed the deadline and wanted to share. Links to stories: Facebook Messenger scam snags 10 million victims, more conned every day North Koreans Steal LinkedIn Resumes in Crypto Job Search Scam Have a Catch of the Day you'd like to share? Email it to us at hackinghumans@thecyberwire.com or hit us up on Twitter

7investing Lead Advisor, Luke Hallard, is joined on the podcast this week by Adam Mead, CEO and Chief Investment Officer for Mead Capital Management, and author of “The Complete Financial History of Berkshire Hathaway”, a chronological history of Berkshire Hathaway, from its inception as a Textile Conglomerate in the 1950s to its status today as one of the world's largest and most respected companies. The last eight months have been a pretty tough time for growth investors, and perhaps the best example of this is the performance of the Ark Invest fund, which is currently underperforming Berkshire Hathaway over pretty much every timeframe. In his conversation with Luke, Adam draws out five key lessons from the last seventy years of Berkshire's history that any growth investor can apply to improve their investment returns. In the discussion, Adam discusses why simple businesses can often make the best investments; the importance of focusing on the right variables, and tracking the business performance rather than the stock price. Luke and Adam also discuss the power of patience, and why a ‘fear of missing out' can be a wealth-destroying trap for any investor. Adam can be found on Twitter @BRK_Student, at his YouTube channel ‘The Oracles Classroom', or at his investment newsletter, ‘Watchlist Investing'. The Complete Financial History of Berkshire Hathaway can be purchased at Amazon. Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year. Start your journey toward's financial independence: https://www.7investing.com/subscribe Stop by our website to level-up your investing education: https://www.7investing.com Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing --- Send in a voice message: https://anchor.fm/7investing/message

Pat Dossett sat down with neuroscientist and Madefor's Lead Advisor, Dr. Andrew Huberman to talk about mental health. Dr. Huberman talked about gauging your individual risk for mental illness, how mental health affects us all every day, and the eight critical habits for mental wellness: quality sleep, sunlight each day, movement, nutrition, hydration, social connection, deliberate decompression (NSDR or Physiological Sigh), and gratitude.The best news is the 8 habits are all free and easy to do, however, consistency is key. Dr. Huberman also talked about how to reset when you're feeling a little low, stressed, or anxious, and reaching that higher level of living with purpose, mattering, and coherence.For a summary recap, check our Madefor's blog here.

Dr Kat Eghdamian is an Iranian-Kurdish New Zealander and former child refugee. She has six degrees and works as Lead Advisor for the Equal Employment Opportunities Commissioner. Kat shares stories about her country of birth, her journey to Aotearoa, and her work on migrant exploitation and modern slavery. She and Elina discuss how to go about changing hearts and minds, and the importance of guilty pleasures!

If you consume a lot of financial media or spend a lot of time on twitter there is no doubt you have heard my guest today, He often invests in companies long before most of us have heard of them with a focus on high growth tech, he is a long time Tesla bull and holds a PHD in Computer Science Today Dale sits down with Anirban Mahanti how is full time investor and the Lead Advisor at 7investing a US-based research company, Links and ways to contact us

In this episode, we spoke with Ettore Rossetti, Lead Advisor of digital, marketing, and innovation at Save the Children about the incredibly important role of gifting cryptocurrency. We delve into why Save the Children decided to start accepting Bitcoin donations back in 2013, making them the first major charity to do so. We explore what the advantages are to charities that accept crypto, through the help of onboarding organizations like The Giving Block thegivingblock.com. We also cover Save the Children's vital work in Ukraine through the Ukraine Fund which, you can support with cryptocurrency or fiat on the Save the Children website https://www.savethechildren.org.uk/where-we-work/europe/ukraine If you enjoyed the show, please subscribe, share and leave us a review. Start your crypto journey with Blockchain.com today. Sign up for a Wallet: https://bit.ly/3k4Fr5B Trade on the Exchange: https://bit.ly/3pODxtg

What does ‘tenderness' have to do with our political life? In his encyclical, Fratelli Tutti, Pope Francis writes, ‘Politics too must make room for a tender love of others. What is tenderness? It is love that draws near and becomes real. A movement that starts from our heart and reaches the eyes, the ears and the hands...Tenderness is the path of choice for the strongest, most courageous men and women.'Pope Francis challenges us to ask: what if tenderness was viewed as a strength in our political life, rather than a weakness?In this episode, Bobbie Gaunt, Lead Advisor for Inclusion & Participation at Interfaith Action, gives a reflection on this topic followed by group discussion. We hope you enjoy the conversation - thanks for listening.You can find Interfaith Action's principles on our website: https://swmichinterfaith.org/whoweareMusic is "Night Owl" from the Directionless EP by Broke For Free, licensed under a Creative Commons Attribution License. Available at http://freemusicarchive.org/music/Bro....

For this episode of the Planet MicroCap Podcast, I spoke with Matthew Cochrane, Lead Advisor at 7Investing. I had been following Matthew a while now, and I invited him on to get to know him better, as well as his investing philosophy. We chatted about how he got his start investing, how his strategy evolved over time, and how his full-time job has influenced his due diligence process. In proper true crime form, the clue is in the title. For more information about 7Investing, please visit: https://7investing.com/ You can Follow Matthew Cochrane on Twitter @Matt_Cochrane7: https://twitter.com/Matt_Cochrane7 Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/ Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

Matt Pech served in the Army for 15 years, 12 of which were on a Special Forces Operational Detachment Alpha (ODA). His specialties were advanced demolitions, breaching, sniper, and technical intelligence specialist. He had 4 combat deployments to Iraq and Afghanistan and 9 rotations in total. Because of the strain these rotations put on Matt, he chose to leave the military early to be home for his family. In 2015 he became a police officer in Southern California. After leaving the Army Matt founded the non-profit, Ruck for Vets. An organization aimed at raising awareness for Veterans issues and mental health. Through his non-profit he brings the brotherhood he loves so much back to my community and giving back to those who gave more than enough. If all of this wasn't enough, Matt provides fitness training through his company Operational Athlete, he also serves as the Lead Advisor for Hard to Kill Fitness, and is in the process of opening a boxing gym in Southern California, which will combing the boxing community with the military mindset of training.  PODCAST - LISTEN, WATCH, AND SUBSCRIBE https://linktr.ee/TransitionDrillPodcast CONNECT WITH MATT https://operationalathlete.us/ https://www.instagram.com/theoperationalathlete/ https://www.ruckforveterans.com/ https://www.instagram.com/ruckforvets/   MAY 21, 2022 – Ruck for Vets Event – Redondo Beach, CA https://www.ruckforveterans.com/register-here   https://hardtokillfitness.co/ https://www.instagram.com/hardtokill_fitness/

In this episode of Winning the Challenger Sale, hosted by Jen and Mike, Richard Perez, Lead Advisor for Sales and Go-to-Market Practice at Apax, presented ideas on how to approach C-level buyers, how to deal with problems by offering unique insights into their viewpoints, and how to turn those insights into practical solutions. He shares his views on how to engage with C-level buyers on a human level, as well as the significance of prior preparation for a meaningful conversation with them.

In this episode of Winning the Challenger Sale, hosted by Jen and Mike, Richard Perez, Lead Advisor for Sales and Go-to-Market Practice at Apax, presented ideas on how to approach C-level buyers, how to deal with problems by offering unique insights into their viewpoints, and how to turn those insights into practical solutions. He shares his views on how to engage with C-level buyers on a human level, as well as the significance of prior preparation for a meaningful conversation with them.

In this episode of Pharmacy View Podcast, host Scott Carpenter, EVBC is joined by Kev Ryan, Lead Advisor at pharmacy.forsale, a platform that facilitates the listing and selling of pharmacies globally, without any involvement of brokers and payments of commissions. The platform acts for buyers who can connect with sellers in a private and off-market fashion via its member-only marketplace. Kev is a tax accountant by trade and over his career, he has worked all across Australia. Talking about the platform, he talks of how he thought of it as being an interesting space after having interacted with his accounting friends with predominantly Pharmacy clients and after having watched Pharmacy transactions from afar. He adds that he is new to the industry and seeing it with fresh eyes made him realise the need for a marketplace that would cater to both sellers and buyers without having to depend on a broker. For that reason, his goal was to build an industry specific technology platform to help people transact. He calls it a tool to engage the buy side clients because the sell side is already well represented in the market. Kev emphasises that the key target audience are the young Pharmacists who otherwise don't have access to the deal flow. The baton needs to be passed from the older and wiser Pharmacists to the younger ones, he believes, as that would help community Pharmacies survive in the future while the threat of bigger groups monopolizing the industry loom large. That doesn't take away from the fact that the platform is meant for anyone who is genuinely interested in making a deal.

This week's Urban Valor episode features former U.S. Special Forces Green Beret, Matt Pech. He's the Founder of Ruck for Vets and Lead Advisor for Hard to Kill Fitness. Matt talked us through fond memories of his military service. From rocking out in Afghanistan to thriving off the adrenaline rush from conducting missions, to remembering a good friend and warrior he served with. Matt also speaks on how he continues to serve by giving back to the veteran community and how he keeps a strong mental state of mind. In this interview, you truly get a glimpse INSIDE the Green Berets and what incredible and heroic stories Matt shares with us! Not only will you hear some history of the Green Berets, but what it takes to become a Green Beret. Enjoy listening and watching as this Green Beret tells stories that are absolutely incredible to hear, as well as this may inspire those wishing to become a green beret! If you'd like to discover more about Urban Valor and our mission to share the heroic stories of our veterans, then please SUBSCRIBE and click the bell notification- we have weekly episodes! Want to listen on the go? All of our episodes are currently being uploaded to our podcast as well!  Just search for URBAN VALOR on your favorite podcasting platform, you'll find us! Lastly, be sure to check out urbanvalor.com as we work to spread our veteran stories and military interviews with the masses!

A weekly podcast exploring stories at the intersection of faith and culture through an inclusive Christian lens. This week Mitch and Autumn talk about Omicron and its impact on communities and voting rights. Later, Rev. Dr. George Mason joins the show to talk about his upcoming retirement from Wilshire Baptist Church. George is a nationally recognized religious leader serving the Cooperative Baptist Fellowship, Fellowship Southwest, Pastors for Texas Children and Faith Forward Dallas at Thanks-Giving Square. He is the Lead Advisor for the Baptist House of Studies at Perkins School of Theology (SMU). He is also the Founder and President of Faith Commons, a multi-ethnic, multi-faith organization committed to “bringing faith to life” by promoting the common good (www.FaithCommons.org). As part of his work with Faith Commons, he hosts an audio and video podcast, Good God, conversations that matter about faith and public life (www.GoodGodProject.com).

A weekly podcast exploring stories at the intersection of faith and culture through an inclusive Christian lens. This week Mitch and Autumn talk about Omicron and its impact on communities and voting rights.Later, Rev. Dr. George Mason joins the show to talk about his upcoming retirement from Wilshire Baptist Church. George is a nationally recognized religious leader serving the Cooperative Baptist Fellowship, Fellowship Southwest, Pastors for Texas Children and Faith Forward Dallas at Thanks-Giving Square. He is the Lead Advisor for the Baptist House of Studies at Perkins School of Theology (SMU). He is also the Founder and President of Faith Commons, a multi-ethnic, multi-faith organization committed to “bringing faith to life” by promoting the common good (www.FaithCommons.org). As part of his work with Faith Commons, he hosts an audio and video podcast, Good God, conversations that matter about faith and public life (www.GoodGodProject.com).

We all know I'm a hardcore index fund investor and love to talk about the benefits of passive investing for building long-term wealth. But I'm also often asked if I invest in individual stocks, to which I answer "Yes, I do actually." One of the ways that I learn about potential stocks to invest in is , and Chief Investment Advisor Iain Butler joins me on today's bonus episode of the podcast to talk stocks in-depth. Motley Fool Canada offers financial and investing research and education, and Iain has been an employee with them since 2012. He is a Chartered Financial Analyst (CFA) and the Lead Advisor on Fool Canada's flagship Stock Advisor Canada product. His investing interests are centered on scouring the market for interesting businesses that trade at under-valued prices and offer an appealing risk/reward relationship.  In this episode, Iain shares why you should still have your overall portfolio in mind when investing in individual stocks and how having a long-term strategy is key to earning a greater return and reaching your investment goals. We also talk about the feelings of FOMO when it comes to the growing popularity of NFTS, meme stocks, and cryptocurrencies, and why Motley Fool Canada is a great place to learn more about how to invest in today's market with their daily updates and research.

This week Abby is joined in the classroom by the Lead Advisor for 7investing, Daniel Kline, to help with her lesson plan on breaking down multi-level marketing businesses. Daniel explains how to look out for pyramid schemes disguised as MLM businesses and how, even if these companies aren't scams, the structure of these companies doesn't work in your favor. Keep up with Abby after class on Twitter: @AbbyHornacek 

Tina Mistry is a Financial Advisor with Portfolio Advisors in Fresno, CA. She joins the show today to share how she found her first job in financial planning while she was still a college student, as well as what she did to progress to become a Lead Advisor and, ultimately, the owner of the firm. She also describes how she passed the CFP exam and gained confidence as a newer planner. Listen in as Tina opens up about the challenges she faced and how she overcame them, plus specific ideas for improving the softer skills that planners need to guide clients effectively. You will learn about the process of becoming a generation 3 owner, how she balances running the business while serving 120 clients, and what aspect of running the firm she enjoys the most. You can find show notes and more information by clicking here: https://bit.ly/3lmgfZ4 

Today, our EdTech team members Robert Hawkins and Dean Kline are speaking with Finland's Helsinki Education Hub and Turkey's EdTech Innovation Hub ETKİM about building edtech innovation hubs and the World Bank's newly created EdTech Innovation Hub Community of Practice. Mia-Stiina Heikkala, Lead Advisor, EdTech Start-Ups & Project Lead for Helsinki Education Hub, joins us to speak about the Helsinki Education Hub and how it brings education and the learning ecosystem actors together in Finland and globally. Finland has been at the forefront for many years and this initiative aims is to improve education and learning start ups' product development, innovations, and productivity to generate and implement new innovations. https://www.hel.fi/uutiset/en/kaupunginkanslia/the-new-helsinki-education-hub-turns-learning-and-education-ideas-into-innovations?pd=v Mustafa Hakan Bucuk joins us from Turkey's Ministry of Education to speak about Turkey's EdTech Incubation and Innovation Hub-ETKİM and its importance as part of the Safe Schooling and Distance Education project being implemented by Turkey's Ministry of National Education and the World Bank. The EdTech Innovation Hub, as a part of ETKİM, will be the main center of innovation, collaboration, clustering, research, development, and networking endeavors for the EdTech sector and all stakeholders to support content development, training, and blended digital classroom. https://yegitek.meb.gov.tr/meb_iys_dosyalar/2021_04/01104348_SSDEP_Feasibility_Study_TermsofReference.pdf

Luis Zapata, Executive Chairman of Silver X Mining Corp. (TSXV: AGX | OTC Pink: WRPSF | FSE: WPZ), discusses the company's 25,000m drill program on their flagship Nueva Recuperada silver-lead-zinc project in Peru and highlights how Silver X has Paul Matysek as Lead Advisor, who is known for his involvement and sale of companies such as Lithium X, Gold X, and more successful mining companies. Silver X Mining is a Canadian silver mining company with assets in Peru and Ecuador with the Company's flagship asset being the Nueva Recuperada silver lead zinc project located in Huancavelica, Peru.

Eddy Ricci is a Founding Partner of The Pontem Group, a consulting firm and Lead-Advisor, a wealth management collective specializing in talent acquisition and leadership development.  With more than 15 years in the industry, Eddy's niche and expertise have evolved into delivering insights, leveraging time, and offering a creative perspective to wealth management firms and practices to guide them through the process of acquiring and developing talent. In addition to helping companies build their teams, Eddy also wrote The Growth Game, a professional development book, and Miss Money Plan, a book that educates children on financial literacy.   Eddy joins me today to discuss how financial advisors can build their team. He shares his advice for evaluating appropriate candidates for the growth of a firm or practice. He explains why financial advisors should engage their existing team members in the pre-hiring and interview process and highlights the importance of testing candidates. He also underscores the value of understanding your organizational culture before recruiting a candidate and shares his favorite go-to questions that reveal a candidate's aspirations and ideals.   “Financial advisors don't spend enough time on talent acquisition. But there's going to be a point when talent acquisition becomes as important as client acquisition.” - Eddy Ricci, CFP ®   This week on The Model FA Podcast:   Getting the entrepreneurial itch and launching a business during a global pandemic How Eddy built the confidence to take the leap and start his company The right time for a financial advisor to consider hiring additional staff The selection and recruitment process Why financial advisors should engage their current team members in the pre-hiring process Questions financial advisors need to ask their team to get their buy-in Energy audit and creating a phantom organizational chart Prospecting methods to find talent for financial advisors Hiring for attitude and identifying non-negotiable skills  Why compensation should be stated in a role description The importance of giving candidates assessments before deciding to hire them Setting a meet-and-greet interview between a candidate and current team members Eddy's favorite go-to questions for job interviews and the two most important things candidates look for in an opportunity Candidate red flags to watch out for when interviewing Tips when hiring for remote-working roles Scott Galloway's disruption equation and how industries become disrupted amidst crises like a pandemic   Resources Mentioned:   Book: Post Corona: From Crisis to Opportunity by Scott Galloway Book: Million Dollar Consulting: The Professional's Guide to Growing a Practice by Alan Weiss Book: The Ensemble Practice: A Team-Based Approach to Building a Superior Wealth Management Firm by Philip Palaveev   Our Favorite Quotes:   “Identify your culture — whether it's within your business or with clients — or the culture you aspire toward.” - David DeCelle “All these should be done before you've interviewed somebody: engaging with your current team, coming up with a role description, and creating an onboarding plan.” - Eddy Ricci, CFP ® “Have a well-defined onboarding process for your clients, and they'll continue to look for and notice amazing things.” -  David DeCelle   Connect with Eddy Ricci:   The Pontem Group Lead-Advisor Email: er@lead-advisor.com Email: eddy.ricci@thepontemgroup.com Book: The Growth Game: A Millennial's Guide to Professional Development and the DAD System Book: Miss Money Plan: Part One: The Battle Against E-Motion Eddy Ricci on LinkedIn     About the Model FA Podcast   The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.    Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.    Our Team: President of Model FA, David DeCelle   If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

On this episode, we sat down with Rachel Marshall and Bruce Wehner, of the Money Advantage. The Money Advantage is a team of financial freedom architects for wealth creators. Using their 3-step roadmap, you maximize your money by keeping more of what you make, protecting it, and turning it into cash-flowing assets. Their family office model brings you the concierge service usually reserved for the ultra-wealthy – a team of licensed professionals to coordinate every part of your financial life. This includes strategies for cash flow, long- term tax reduction, estate and business legal planning, creative whole life insurance strategies (Privatized Banking), and alternative investments. Rachel Marshall is the Co-Founder, Chief Financial Educator, and Content Strategist of The Money Advantage. She is known for making money simple, fun, and doable. She's currently writing a book about her near-death experience and how it became the springboard for her family's multi-generational legacy of more than money. Bruce Wehner is the Lead Advisor of The Money Advantage, where he designs and communicates the individualized solutions that help their clients increase cash flow and financial control. Bruce leans on his experience as an educator and varsity head coach, lifelong entrepreneur, and real estate investor. He is a Nelson Nash Institute Authorized Infinite Banking Practitioner who has been practicing Infinite Banking since his parents started his first policy when he was a young child. Bruce and Rachel are the co-hosts of The Money Advantage podcast, the popular business and personal finance show. Visit The Money Advantage here: themoneyadvantage.com On this episode you will hear about: 3 infinite banking secrets for investors and entrepreneurs. How to earn a return on the same money in 2 places at the same time. 3 keys to maximize profitability without hustling or cutting back. 3 things investors need to know before using infinite banking. How you might be able to earn a return in two places at the same time with the same money. Production Credits: The Self Made Strategies Podcast is a SoftStix Productions LLC jawn. This episode was hosted, produced, and edited by Tony Lopes.  Rachel Marshall and Bruce Wehner joined us remotely, via Google Meet. Executive Producer - Tony Lopes (SoftStix Productions LLC - info@softstixproductions.com) Host - Tony Lopes Guests - Rachel Marshall and Bruce Wehner Editor - Tony Lopes The Self Made Strategies Podcast is sponsored by CollegeCast LLC (www.collegecastpodcasts.com). Make sure you subscribe to the Self Made Strategies Podcast on your favorite podcasting platform, so you can catch the latest episodes. Copyright 2018 - 2021 SoftStix Productions LLC, all rights reserved. www.selfmadestrategies.com  

Rachel Marshall and Bruce Wehner   – The Insurance Marketing Organization Podcast with Seth GreeneEpisode004Rachel Marshall and Bruce Wehner Rachel Marshall is the Co-Founder, Chief Financial Educator, and Content Strategist of The Money Advantage. She is known for making money simple, fun, and doable. She's currently writing a book about her near-death experience and how it became the springboard for her family's multi-generational legacy of more than money. Bruce Wehner is the Lead Advisor of The Money Advantage, where he designs and communicates the individualized solutions that help their clients increase cash flow and financial control. Bruce leans on his experience as an educator and varsity head coach, lifelong entrepreneur, and real estate investor. He is a Nelson Nash Institute Authorized Infinite Banking Practitioner who has been practicing Infinite Banking since his parents started his first policy when he was a young child. Listen to this insightful episode with Rachel and Bruce, chock-full of valuable financial tips: Here is what to expect on this week's show: Breaking out of old models of growing cash flow Why lack of control is a common mistake, and how to regain control of your money Learning to manage multiple income streams A sneak peek into Rachel's awesome upcoming book   Connect with Rachel and Bruce: Links Mentioned: https://themoneyadvantage.com/ Guest Contact Info: Facebook: https://www.facebook.com/TheMoneyAdvantage LinkedIn: https://www.linkedin.com/company/themoneyadvantage/ YouTube: https://www.youtube.com/channel/UCUs1TpZ6gJN2LxJYBsohd9w   Learn more about your ad choices. Visit megaphone.fm/adchoices

Bruce Wehner and Rachel Marshall from The Money Advantage.   Rachel Marshall is the Co-Founder, Chief Financial Educator, and Content Strategist of The Money Advantage. She is known for making money simple, fun, and doable. She's currently writing a book about her near-death experience and how it became the springboard for her family's multi-generational legacy of more than money.   Bruce Wehner is the Lead Advisor of The Money Advantage, where he designs and communicates the individualized solutions that help their clients increase cash flow and financial control. Bruce leans on his experience as an educator and varsity head coach, lifelong entrepreneur, and real estate investor. He is a Nelson Nash Institute Authorized Infinite Banking Practitioner who has been practicing Infinite Banking since his parents started his first policy when he was a young child. Bruce and Rachel are the co-hosts of The Money Advantage podcast, the popular business and personal finance show.   During the show we discuss: ● Who can benefit from being their own banker ● Why you must have cashflow and learn to keep it ● Why you want to look into syndications to invest your money ● How to get control of your money instead of letting others do it ● Why most people fail financially and skip the protection component of investing ● How to develop a cashflow management system ● Privatized Banking in a nutshell ● Why Privatized Banking improve every area of financial life ● How Infinite Banking is like investing in real estate ● The pros and cons of infinite banking ● How to earn a return in two places at the same time with the same money ● The keys to maximize profitability without hustling or cutting back     Show resources: https://themoneyadvantage.com/

Finances can be simple, fun and doable if you set your mind to it. By keeping it simple and doable, you can reach your goals. Wouldn't that be fun. Our next guests are Rachel Marshall and Bruce Wehner from The Money Advantage, a team of financial freedom architects for wealth creators. Rachel is the Co-Founder, Chief Financial Educator, and Content Strategist of The Money Advantage, where she is known for making money simple, fun, and doable. She's currently writing a book about her near-death experience and how it became the springboard for her family's multi-generational legacy of more than money. Bruce is the Lead Advisor and Chief Cash Flow Strategist of The Money Advantage, where he designs and communicates the individualized solutions that help their clients increase cash flow and financial control. Bruce leans on his experience as an educator and varsity head coach, lifelong entrepreneur, and real estate investor. Bruce is an Authorized Infinite Banking Practitioner who has been practicing Infinite Banking since his parents started his first policy when he was a young child. Bruce and Rachel are also the co-hosts of The Money Advantage podcast, the popular business and personal finance show. Bob, Rachel and Bruce Discuss: [1:33] Keeping it simple, fun and doable. [6:56] Understanding delayed gratification and developing the character to build wealth. [15:45] Living the life you want to live, now. [18:45] To don't lists. [29:46] The ripple effect. [32:41] The science of success and the art of fulfillment. Invest in yourself and learn more about Infinite Banking with The Money Advantage team. Connect With The Money Advantage - Rachel Marshall and Bruce Wehner: LinkedIn Page:  https://www.linkedin.com/in/rachelmmarshall/, https://www.linkedin.com/company/themoneyadvantage/ Twitter: Money_Advantage Facebook: https://www.facebook.com/TheMoneyAdvantage Instagram: https://www.instagram.com/themoneyadvantage/ YouTube Channel: https://www.youtube.com/c/TheMoneyAdvantage?sub_confirmation=1

637: The Money Advantage ,Rachel Marshall and Bruce Wehner, The Money Advantage   The Money Advantage Rachel Marshall and Bruce Wehner, The Money Advantage   – The Sharkpreneur podcast with Seth Greene Episode 637 Rachel Marshall and Bruce Wehner Rachel Marshall is the Co-Founder, Chief Financial Educator, and Content Strategist of The Money Advantage. She is known for making money simple, fun, and doable. She’s currently writing a book about her near-death experience and how it became the springboard for her family’s multi-generational legacy of more than money.   Bruce Wehner is the Lead Advisor of The Money Advantage, where he designs and communicates the individualized solutions that help their clients increase cash flow and financial control. Bruce leans on his experience as an educator and varsity head coach, lifelong entrepreneur, and real estate investor. He is a Nelson Nash Institute Authorized Infinite Banking Practitioner who has been practicing Infinite Banking since his parents started his first policy when he was a young child. Bruce and Rachel are the co-hosts of The Money Advantage podcast, the popular business and personal finance show. Listen to this illuminating Sharkpreneur episode with Rachel Marshall and Bruce Wehner about their podcast, The Money Advantage. Here are some of the beneficial topics covered on this week’s show: ●    Why the traditional Wall Street model is broken. ●    How it’s important for people to have streams of revenue coming from multiple sources. ●    Why investors are making mistakes within the broken Wall Street model. ●    How investors don’t have control over how much money they make from retirement. ●    How the intentions of a 401k was originally only meant to supplement pensions.   Connect with Rachel and Bruce: Guest Contact Info Twitter @Money_Advantage Instagram @themoneyadvantabe Facebook facebook.com/TheMoneyAdvantage LinkedIn linkedin.com/in/rachelmarshall linkedin.com/company/themoneyadvantage Links Mentioned: themoneyadvantage.com   Learn more about your ad choices. Visit megaphone.fm/adchoices

Mike, also referred to as "Moog", is a Technology Strategist that caters to the needs of the Honors College in tandem with centralized IT's efforts across OU's campus. He provides project management and business analysis that helps improve workflows in anything from daily routine based work to big initiatives for both the individual college as well as the university. Mike is a U.S. Army veteran, has worked for Apple, and is an active photographer of over 20 years of experience. Moog attributes much of his organizational and strategic abilities and successes to World of Warcraft. Managing a guild of over 150 people from all over the world converted him from an extremely introverted person into a very extroverted one. Through his 4 years managing this guild he also led raids during the initial WoW days through several expansions where 40 individuals were required to accomplish highly coordinated tasks through VoIP communication in real-time.Moog has been a gamer since the Atari days in the 80s and can enjoy all genres when the timing is right. Mike's biggest passion is helping out where he finds opportunities to do so because he wants to not because he needs to. He has embraced his role as Lead Advisor 500% and is leading the charge for gamers and esports athletes within the walls of OU only as a precursor to helping uplift these industries across the state and region. Mike started the research and development of the OU Esports Club in Fall 2016.

Jamie Schwartz is the Lead Advisor at the UNLV Office of Economic Development & SBDC at Blackfire Innovation and Saul Ramos is the Nevada Deputy District Director for the SBA.Blackfire Innovation plans to accelerate the introduction of new concepts into the gaming & hospitality market. By bringing down barriers to entry in an unusually difficult market to enter, Black Fire provides a conduit for nascent concepts to grow into commercially viable products. The SBA connects entrepreneurs with lenders and funding to help them plan, start and grow their business. We support America's small businesses. The SBA connects entrepreneurs with lenders and funding to help them plan, start and grow their business.|ShowSponsor|"YOUR BALLS WITH THANK YOU"Use Promo Code "TheGuestList" to receive 20% OFF AND FREE SHIPPING  upon checkout.https://www.manscaped.com/|JaimeSchwartz|-BlackFireInnovation.com-NevadaSBDC.org-Jaimie.Schwartz@unlv.edu-(702) 895-5019 (SBDC Office)|SaulRamos|-SBA.gov-(702)782-9986 (Saul's Cell)-NVDO@SBA.gov|JakeGallen|-Instagram-Twitter-Facebook-Linkedin|TimeStamps|0:00 - Introduction5:57 - Differences between SBA of LA & LV7:55 - Resources for Local Entrepreneurs10:26 - Blackfire Innovation: Research & Technology Park14:30 - How do we Grow the Tech Scene? 16:45 - SBA Las Vegas18:33 - Golden Age of Vegas Culture20:00 - Restaurant Revitalization Fund25:54 - Next Evolution of the Local Economy 38:37 - What is UNLV looking for? 42:40 - Startups, Incubators, & Accelerators 55:00 - Value in Mentorship 1:00:30 - What does Las Vegas mean to you?|LISTEN and SUBSCRIBE to the platform of your choice|-Apple Podcasts-Spotify-Google Podcasts-Amazon Podcasts-Youtube (VIDEO RECORDINGS)

Bruce Wehner is the Lead Advisor of The Money Advantage, where he designs and communicates individualized solutions that help clients increase cash flow and financial control. Bruce leans on his experience as an educator and varsity head coach, lifelong entrepreneur, and real estate investor.Rachel Marshall, on the other hand, is the Co-Founder, Chief Financial Educator, and Content Strategist of The Money Advantage. She is known for making money simple, fun, and doable. She’s currently writing a book about her near-death experience and how it became the springboard for her family’s multi-generational legacy.Bruce Wehner and Rachel Marshall are the co-hosts of The Money Advantage podcast, the popular business, and personal finance show.It all started when Bruce Wehner was approached by someone from Franklin Life. At that time, they were recruiting educators to actually work part-time, to teach financial education for their whole life insurance products as a way to have tax-free retirements. This is how he got into the financial industry. Bruce met Rachel several years ago because their parent company in St. Louis, e3 Consultants Group, was actually trying to help the industry be more collaborative. They thought that if they could actually raise the tide, all the boats would go with it and so they were trying to do things in a collaborative, not a competition. They had the idea of doing The Money Advantage Podcast so that they could teach educational financial topics and that's where they are today.In our conversation, we discussed:● Cost segregation strategy● Tactics to accomplish the purpose of cash flow and control● Importance of controlling when and how you pay taxes or getting money into a tax-free situationLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

We’ve got a huge announcement to kick off the show. Simon Erickson will be joining Dan Kline to introduce our newest lead advisor. After that, our new advisor, Simon, and Dan will be talking about why the current stock market situation isn’t comparable to the 90s stock bubble. Yes, there are a lot of highly-valued tech stocks, but that does not tell the whole story. And, to close the show, we’ll be sharing some of the best investment advice we have ever received. Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $17 per month. Start your journey toward's financial independence: https://www.7investing.com/subscribe Stop by our website to level-up your investing education: https://www.7investing.com Follow us on Social Media ► https://www.facebook.com/7investing/ ► https://twitter.com/7investing ► https://instagram.com/7investingofficial --- Send in a voice message: https://anchor.fm/7investing/message

We have Rachel Marshall (Chief Financial Educator & Co-Founder) and Bruce Wehner (Chief Cash Flow Strategist & Lead Advisor) of the Money Advantage Team stopping by for a fascinating discussion on wealth building. This isn’t just any run-of-the-mill wealth-building episode. Rachel and Bruce discuss building financial freedom by leveraging privatized banking and various cash flow strategies. Lastly, you’re probably thinking: Life Insurance…really? Trust me; this isn't the type of life insurance that you’re thinking of. Even better, all of this benefits your life, health, and business. This episode was just the tip of the iceberg on the many possibilities that you can use here, so you’ll definitely want to check out their website and podcast after listening to this episode. In today's episode, you'll hear: Rachel’s & Bruce’s origin story Habits of the wealthy What’s privatized banking (and how it can help your health and business) Why the standard way of thinking applied to wealth building isn’t likely to bring you the results you desire Why solely focusing on income isn’t enough (hello Parkinson’s Law) What is Whole Life Insurance (and what are some of its unique benefits) Leveraging your insurance to help your business or investments How to go about getting started with Whole Life Insurance and building from there And much more Connect with Rachel, Bruce, & The Money Advantage team Website: https://themoneyadvantage.com/ Free Guide —Privatized Banking Strategies Privatized Banking Secrets Course: https://privatizedbankingsecrets.com/course Listen to The Money Advantage podcast: https://themoneyadvantage.com/subscribe-to-podcast/ If you directly want to talk with someone, book an introductory call with their team today: https://themoneyadvantage.com/calendar/ Facebook YouTube LinkedIn Twitter Instagram Work with Julian & Partners Book an introductory health optimization strategy call Connect with Julian Twitter: https://twitter.com/thejulianhayes LinkedIn: https://www.linkedin.com/in/julianhayes

This week Matt and Kim speak with the last three Head of Grounds and Environmental Management of the Maryland SoccerPlex, who have all go off to higher profile gigs. Our most recent Dir. of Grounds, Mitch Litz recently left to take over as Director of Grounds at FC Cincinnati in the MLS. He is joined by his predecessor, Ryan Bjorn, Superintendent of Fields for the New England Patriots and New England Revolution and Jerad Minnick, Lead Advisor of the Natural Grass Advisory Group. We talk wth them about why the SoccerPlex is so special to them, the challenges of working here, and how those challenges lead to leading their profession in pro sports. Most importantly we got a chance to catch up with Boyd our former Head of Geese Chasing at the SoccerPlex who is now a star for the Patriots in the NFL. Presented by Adventist HealthCare Adventist HealthCare is the largest & only health system headquartered in Montgomery Co., MD www.adventisthealthcare.comSAM SoccerRecreational Soccer League in Montgomery County Marylandwww.samsoccer.orgInstacartGet groceries delivered from your favorite stores with Instacart instacart.oloiyb.net/eDk4gMBS Performance CounselingMental Athletic Performance and Adolescent Counseling"Discover How To Perform With Purpose"www.mbsperformancecounseling.comPitchside from the Plex listeners can get 40% of the Perform with Purpose online course from MBS Performance Counseling by using Discount Code "soccerplex"https://mbsperformancecounseling.com/perform-with-purpose-online-course/This post contains affiliate links. If you use these links to buy something we may earn a commission. Thank you for your support!

Want to optimize your money and maximize your wealth and income for life, and curious about how we can help?  Been listening for a while and want to learn more about our company and what we can do for you? Today, we're taking you behind the scenes of The Money Advantage. https://www.youtube.com/watch?v=pS5o1gL_vzE So, if you want to get to know us, what we do, and why we do this work … tune in below! Table of contents“Why” The Money AdvantageRachel Marshall Bruce WehnerWhat is The Money Advantage Philosophy?Our 9-Step Signature ProcessFoundationProtectionIncreaseFinance is a Team SportBook A Strategy Call “Why” The Money Advantage Today, we're sharing more about who we are and why we do what we do. First and foremost, the Money Advantage exists to help wealth creators build financial freedom. There are three key components to this wealth building: Cashflow StrategiesPrivatized BankingAlternative investments We're your team of financial architects, and our goal is to help you get into a position where you never run out of money. What we so often see is people who make a lot of money, yet aren't being as efficient as possible. This can create a lot of financial stress. Money is emotional, and that causes people to hold their financial state close to their chest. Yet by not talking about money, we do ourselves a disservice. So we also look for ways to help people improve their money mindset.  Rachel Marshall  Rachel Marshall is the co-host of The Money Advantage Podcast, co-founder of The Money Advantage, and Chief Financial Educator. The education that she provides, through podcasts and articles and videos, helps you understand your financial life so you can choose a way forward. Her role is to look for any way possible to help you understand how to keep control of your financial life.  Rachel has been a lifelong teacher—helping others learn the concepts she was learning herself. She looks most forward to seeing that flash of inspiration and awareness when someone understands something they didn't know before.  Nine years ago, Rachel went into this business with her husband, Lucas. It stemmed from a desire to build their own financial freedom. And what they realized was missing, at the time, was liquidity. After recognizing the need of wealth creators to maximize cash flow and have access to capital, they recognized the tremendous value of Privatized Banking and began their own policy. Then, a near-death experience truly opened her eyes to the importance of the death benefit and helping others build the greatest legacy possible. Bruce Wehner Bruce Wehner is the Chief Cash Flow Strategist & Lead Advisor at The Money Advantage. Growing up in the 60s' and 70s opened Bruce's eyes to the financial struggles of business owners like his father. After Nixon removed the gold standard, massive inflation made it difficult for businesses to stay afloat, and interest rates were continuing to spike year after year. This got him thinking about personal finance, and how businesses worked.  He then began a teaching career of 17 years, in which he experimented with entrepreneurial pursuits. It was at this time that he became involved in the insurance business and real estate. Eventually, he landed in St. Louis, where he remains today, and works with e3 Consultants Group and The Money Advantage. Bruce is also a certified Nelson Nash practitioner, which means he focuses first on guarantees. Wealth building is first about the money you protect, not hitting a home run. So he helps people create financial teams and protect more of their wealth through guarantees.  What is The Money Advantage Philosophy? The financial status quo is to build the biggest pile of money possible and then live off of that money in the future. What happens too often with this strategy, is that the money is in the control of everyone else--investment managers, banks, and mortgage companies.

7investing CEO Simon Erickson is joined by Lead Advisor and retail expert Dan Kline to break down the 2020 holiday shopping season. They discuss which companies have crushed the season and which ones are in real trouble. They also break down how the shipping industry has responded to the unique challenges that 2020 has offered. Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $17 per month. Start your journey toward's financial independence https://www.7investing.com/subscribe Stop by our website to level-up your investing education: https://www.7investing.com Follow us on Social Media ► https://www.facebook.com/7investing/ ► https://twitter.com/7investing ► https://instagram.com/7investingofficial --- Send in a voice message: https://anchor.fm/7investing/message

Today we have two special guests from Omega Wealth Management: Lisa Kirchenbauer, Founder and President, as well as Jared Jones, Lead Advisor and Director. In this episode, Lisa discusses starting her own firm in 1999 under the broker-dealer model, eventually transitioning to a fee-only RIA so she could provide financial planning services the way she truly wanted to. You will also hear Jared touch on several of the core values of the firm, specifically focusing on the important balance between emotional intelligence and technical intelligence. Listen in as Lisa describes the causes for her frequent turnover prior to hiring Jared and how she changed her mindset, improving her managerial skillset. If you are curious about a life planning approach to financial planning with your clients, or you are looking for a way to create a more meaningful relationship with your clients, this is the episode for you. You can find show notes and more information by clicking here: https://bit.ly/3kTtnCk 

A Heat Check, according to the reputable Urban Dictionary, is when you do something to check to see how hot something is. In this episode, we took a step back and took a look at Zoom, Fastly, and Bitcoin, which have all been red-hot and have significantly outperformed the broader market. Austin Lieberman, Lead Advisor at 7Investing, and Jimmy Song, Bitcoin Developer, Educator, and Pioneer, join us to give us their bullish outlooks.  --- Send in a voice message: https://anchor.fm/market-banter/message

To succeed in the mortgage industry, we can’t rely on an optimistic outlook alone. The harsh reality is most mortgage pros are doomed to fail, so if we want to stay in business, we have to be prepared to fight for our spot.  There are critical decisions we need to make and actions we need to take to avoid ending up as another statistic. From how we deal with Realtors to how we set up our operations, if we do the right things, success will surely follow.  What are the obstacles standing in our way? Is it possible to avoid landmines altogether? How can we set ourselves apart from our rivals and show real estate professionals we’re not only worthy of their business, but the obvious choice?  In this episode, Director of Enrolments at Mortgage Marketing Coach, Lane Boland shares how to navigate the path to success.   If you’re not adequately prepared to thrive in the face of obstacles, you’ll be another statistic. Don’t show up to the gunfight naked and unarmed. -Doren Aldana   Takeaways    How to set ourselves up for success from day one: Why potter around trying to reinvent the wheel when someone has already done it before us? We wouldn’t expect a meal to turn out perfectly without using a recipe, so why apply that logic to our business?      Why we need to change the way we approach Realtors: To get through to top producers, we have to rethink our dealings with them. Stop thinking of what they can do for us, the real question is, what can we do for them?      How to gain the upper hand with top agents: When we wait to be interviewed by real estate professionals, we’re giving them all the control. How can we flip the script and put ourselves in the power position?  Guest Bio-   Lane Boland is the Director of Enrolment at Mortgage Marketing Coach and the Lead Advisor of Task Force Formula. He is passionate about making an impact on others’ lives, and his current mission is to get at least 100 self-employed contractors to take their businesses from 5 figures to 6 in the space of 8 weeks. Lane is also a US Army veteran, having served in various roles over a decade of service.    To find out more, go to: https://www.linkedin.com/in/lane-boland-aa0090196  http://taskforcehomeimprovement.com/ http://taskforcentx.com/  

Carter Cofield is the Owner & Lead Advisor of Cofield Advisors, LLC.  He is a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS) who has dedicated his career to helping creative entrepreneurs thrive.  Carter started "Cofield Advisors" because he believes in entrepreneurship and wanted to give creatives a one stop shop for financial guidance so they can spend more time in their creative zone of genius. In this episode, Carter and I talk about increasing your rates as a business owner, when it's the right time to invest and outsource work, and how to powerfully shift your relationship with money. Find more about Carter here: www.cofieldadvisors.com https://www.instagram.com/cofield_advisor/ https://www.linkedin.com/in/carter-cofield-cpa-pfs-ba109732/ https://open.spotify.com/show/7jXKprhLDs11spveVGaUgK Find out more about the show here: www.PaidToBeMePodcast.com Find out more about Hayden here: www.HaydenHumphrey.com

Carter Cofield is the Owner & Lead Advisor of Cofield Advisors, LLC. He is a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS) who has dedicated his career to helping creative entrepreneurs thrive. Carter started "C...

Carter Cofield is the Owner & Lead Advisor of Cofield Advisors, LLC.  He is a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS) who has dedicated his career to helping creative entrepreneurs thrive.  Carter started “Cofield Advisors” because he believes in entrepreneurship and wanted to give creatives a one stop shop for financial guidance […]

Nuala O'Connor, Lead Advisor with the Irish College of General Practitioners on Covid-19, reacts to the latest figures on COVID-19 in Ireland

This Circular Life is a new podcast that spends time talking about subjects and to people with ethical, environmental change and social impact at their core. Join me, Melissa Bowden, for interesting conversations highlighting people who are making a positive impact on our planet and the people in it. Episode 1 is an interview with Gyorgyi Galik, a London based innovation designer, design strategist and environmental advocate. She is currently finishing her PhD in Innovation Design Engineering from The School of Design at The Royal College of Art, London and is the Lead Advisor of the Cities Programme at the Design Council in London. She joins me to discuss what makes her world go round, her inner & wider circles and the social and economic impact of sustainable change as well as so much more. Huge thanks to Gyorgyi for sharing her time and insights as well as parts of her personal journey. It was a real pleasure to talk to her and learn from her. Further references from our discussion can be found below: 1) The Politics of Invisibility: Public Knowledge about Radiation Health Effects, a book by Olga Kuchinskaya: 2) Climate Lecture by Professor Kevin Anderson https://www.youtube.com/watch?v=jt5bobk5wpQWebsite of Professor Kevin Anderson http://kevinanderson.info/blog/home-2/3) Chancel, Lucas & Piketty, Thomas (2015). Carbon and inequality: from Kyoto to Parishttp://piketty.pse.ens.fr/files/ChancelPiketty2015.pdf4) Oswald, Yannick & Owen, Anne & Steinberger, Julia. (2020). Large inequality in international and intranational energy footprints between income groups and across consumption categories. Nature Energy. 5. 231–239(2020) https://www.nature.com/articles/s41560-020-0579-8#citeas5) Design Council: https://www.designcouncil.org.uk/6) Innovation Design Engineering, School of Design, Royal College of Art: https://www.rca.ac.uk/schools/school-of-design/innovation-design-engineering/7) Gyorgyi GalikLinkedIn: https://www.linkedin.com/in/gyorgyi-galik-79a63b49/Twitter: https://twitter.com/GyGalikMedium: https://medium.com/@GyorgyiGalikWebsite: http://gyorgyigalik.com/

Hello Podcast listeners, Today is a very special episode with Skip Johnson, RICP, Partner and Lead Advisor at Great Waters Financial. Before Co-founding Great Waters Financial, he worked as a National Sales Manager at BNG Holdings, Inc. He was also, co-owner and VP of Sales at Vantage Companies, LLC. He is a graduate of North Dakota State University. In today’s episode we discuss his approach to financial planning and holding cash in the portfolio. Enjoy and thanks for the listen!

Sponsored by SYM Financial Advisors in cooperation with the Isaac Knapp Dental Association, Unpacking the CARES Act for your Practice includes guidance from panelists: Joe Cohen, Partner, Barrett McNagny Attorneys at Law Seth Whicker, Senior Financial Advisor, SYM Financial Advisors Nathan Courtney, Consultant, Legacy Practice Transitions and Owner, Cloverleaf Advisory Group Angie Daughtery, Lead Advisor, Cloverleaf Advisory Group Dr. Brad Stutler, Stutler Dental Care The opinions expressed herein are those of SYM Financial Advisors (“SYM”) and are subject to change without notice. SYM has no affiliation with Joe Cohen, Barrett McNagny Attorneys at Law, Nathan Courtney, Angie Daugherty, Cloverleaf Advisory Group, Dr. Brad Stutler, or Stutler Dental Care. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request. _________________ Sym Financial Advisorshttps://www.sym.com9100 Keystone Crossing #560, Indianapolis, IN 46240(800) 888-7968https://g.page/sym-financial-advisors-in?share 414 Townsend St # 202, Midland, MI 48640(989) 631-0244https://g.page/sym-financial-advisors-midland?share 4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545(574) 287-0035https://g.page/sym-financial-advisors-mishawaka?gm 7030 Pointe Inverness Way #100, Fort Wayne, IN 46804(260) 387-6822https://g.page/sym-financial-fort-wayne?share 801 Park Ave, Winona Lake, IN 46590(574) 267-2300https://g.page/sym-financial-advisors-winona?gm

The Isaac Knapp Dental Society hosted another helpful COVID-19 webinar, this one on employment law and federal loan options for dentists. Many thanks to our expert speakers:Seth Whicker, Senior Financial Advisor, SYM Financial AdvisorsJoe Cohen, Partner, Barrett McNagny Attorneys at LawTom Ackman, Senior Retirement Plan Advisor, SYM Financial AdvisorsNathan Courtney, Consultant, Legacy Practice Transitions and Owner, Cloverleaf Advisory GroupAngie Daugherty, Lead Advisor, Cloverleaf Advisory GroupDr. Brad Stutler, Stutler Dental Care

On this week’s episode of Industry Focus: Financials host Jason Moser sits down with Matt Argersinger, lead advisor of Mogul, The Motley Fool's real estate investing service to talk about the opportunities for investors in real estate today, what he sees on the horizon for 2020 and much, much more! Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Thanks to Molekule for supporting Industry Focus. Get 10% off your first air purifier at http://www.molekule.com with code fool10.

In this Making Leaders episode of the SSPI podcast, we hear from Bryan Kamm, Founder and Principal GAP Consultant at Kamm Consulting Group and Founder and Lead Advisor for the Space Coast Consortium Apprenticeship Program. Bryan holds an English Literature Bachelor’s degree with a minor equivalent in German literature from Florida Technological University, (currently UCF), as well as a Co-major Bachelor’s degree in International Business Management and German from Florida State University (FSU). His career experience includes 14 years in economic development, (8 years with the Florida Department of Commerce; 2 years managing a start-up economic development program for Seminole Electric Cooperative; and 4 years for the Pasco Economic Development Council managing corporate site selection of companies to Pasco County, Florida). In the private sector, his experience includes 2 years in electric utilities, 11 years in the telecommunications IT software industry, 2 years as an independent software consultant, 6 years with a wholly-owned German deep foundation engineering and construction subsidiary, Bauer Foundation Corp. where he managed the implementation of the German Dual Education apprenticeship system.

Adam Agresta is the Founder and Lead Advisor of Agresta's Advisory helping startups bridge the gap between idea and execution.To find out more about Adam head to LinkedIn to connect with him here: https://www.linkedin.com/in/adamagresta/

  In our value accelerator, leadership is last.  That, to a lot of people, probably wouldn’t make sense, but we put it last for a reason. You will have been at whatever speed you were traveling when we started doing value acceleration. By the time you’re through sprint six, which is financial acceleration, you’re going to be moving at about 100 miles an hour much faster than you were. Your organization and your practices are going to look completely different. You’re a value-creating machine by the time you’ve gotten through those. Let Sean Hutchinson of SVA Value Accelerators and Joe Slatter, the Lead Advisor of Decision Dynamics and the SVA Leadership Accelerator, use leadership acceleration to take you from 100 miles an hour to 200 miles an hour as they talk about the path to higher valuation. — Watch the episode: Listen to the podcast: Leadership Described: Creating The Path To Higher Valuation with CEO/Partner Sean Hutchinson of SVA Value Accelerators and Joe Slatter Creating The Path To Higher Valuation with CEO/Partner Sean Hutchinson and Joe Slatter In our value accelerator, leadership is last. You will have begun with decision dynamics, making better decisions faster and figuring out what matters. You’re going to figure out how to reduce risk and keep your business less risky. You’re going to have a clear vision of your company of the future and the tools that you can use to reach your objectives. We’re going to talk about financial acceleration, productivity, sales, and marketing, then we come to leadership. Why did we put it last? That to a lot of people probably wouldn’t make sense, but we put it last for a reason. You will have been at whatever speed you were traveling when we started doing value acceleration. By the time you’re through sprint six, which is financial acceleration, you’re going to be moving at about 100 miles an hour much faster than you were and your organization and your practices are going to look completely different. You’re a value-creating machine by the time you’ve gotten through those. We’re going to use leadership acceleration to take you from 100 miles an hour to 200 miles an hour. You, as an organization, are going to be able to bear that kind of acceleration. You will not break. We are doing a deep dive continuation with Sean Hutchinson of Decision Dynamics (http://www.decisiondynamics.se/en) and the SVA Leadership Accelerator. We are going to dig into leadership acceleration. Leadership acceleration, making leadership go faster. As Sean said, at this point, your organization has been through a transformation already. There’s a lot of good content, technique, process, and ways that you’re going to be thinking and operating in much more effective ways. I’m the business owner and I’ve got to make sense of all this and it’s still just me. The point of the transition readiness and all of this is to allow owner independence. We’ve got to get somehow figure out how to get that leadership transferred from the owner to the rest of the organization. At that point, there will have been leaders emerging. Every single one of these sprints results in leaders arriving and showing up. They’re not showing up from outside of your organization, they’re showing up from inside of your organization, which is a neat thing to watch. I suspect the owner probably knows who some of those folks are likely going to be already. We’ve got to accelerate that process. We’re going to create a very clear focus on empowering and giving the freedom and the authority to that new leadership team. There’s an aspect of design to this. Up until this point, we’ve been focused on a lot of fundamentals and specific functional areas and specific content areas. This is about putting all of that into practice. Now we are...

Rio Grande Valley Alliance Achieves Shared Savings Success Through Population Health  Physician-led ACOs have been shown to be more successful at improving outcomes and reducing costs than hospital-run ACOs. Looking at a case study with Rio Grande Valley Health Alliance (RGVHA) ACO in South Texas, learn how 24 primary care physicians joined together to become one of the top Medicare Shared Savings ACOs in Texas. Featured Speakers: Victoria Farias is the Program Administrator at Rio Grande. Josh Patten is the Lead Advisor and Medical Economist at Lightbeam Health Solutions.

Kasandrea Sereno (@KasandreaSereno) is an Academic Advisor for the Communication Department at the University of South Florida. In addition, she also serves as a Lead Advisor for the university. She's also the creator of #HigherEdSocial - a Facebook group dedicated to social media professionals in Higher Education.  Hear her story on this week's Why I Social.  This Week on Why I Social, Kasandrea and I discuss: How she got into (and stayed) in Higher Education How she built a social community on Facebook What she's talking about at eduWeb Digital Summit And of course, Why Does She Social?!  Share your thoughts on this week's episode with #WhyISocial Subscribe on iTunes, Stitcher Radio, Soundcloud and Google.  Follow at @WhyISocial. Do you have someone you'd like to see on the show? Tweet me at @CBarrows or @WhyISocial using #WhyISocialGuest  The Why I Social podcast is brought to you by Zoomph. Zoomph transforms digital marketing withreal-timestreaminganalytics. Our platform provides you with anend-to-endsolution toignite your content, your marketing and yourbusinessfrom start tofinish. Exclusive to Why I Social, receive 20% off all annualplanswiththe promo code WhyISocial20. Want to learn more aboutZoomph?Checkout their analytics page: http://bit.ly/WhySocialAnalytics  

Jason, originally from Chapel Hill and Southern Pines, North Carolina, is a Lead Advisor at Resource Planning Group. He is a CFA charterholder and a CERTIFIED FINANCIAL PLANNER™, with over 14 years of professional experience in the financial services industry. Jason earned his MBA from the Tuck School of Business at Dartmouth College, and received his undergraduate degree (BA, History) from Davidson College. He is a member of the Financial Planning Association and the Atlanta Society of Finance and Investment Professionals. Jason is a 2014 graduate of Leadership Sandy Springs and presently serves on the Leadership Sandy Springs Board. He also serves on the board of the Dartmouth Tuck Club of Georgia and the AdviceIQ board of advisors. How I Live Well : Jason and his wife, the former Jennifer Sanborn of Marietta, Georgia, live in Alpharetta with their three children. They worship at Northpoint Church. While at Davidson, Jason was captain of the varsity golf team and he remains an avid golfer today. He is actively involved in coaching youth sports, including current roles coaching his children's soccer, basketball, and baseball teams. Jason also enjoys backpacking, tennis, traveling with his friends and family, and is a lifelong North Carolina basketball fan. Email: jason@rpgplanner.com

Dr Kat Eghdamian is an Iranian-Kurdish New Zealander and former child refugee. She has six degrees and works as Lead Advisor for the Equal Employment Opportunities Commissioner. Kat shares stories about her country of birth, her journey to Aotearoa, and her work on migrant exploitation and modern slavery. She and Elina discuss how to go about changing hearts and minds, and the importance of guilty pleasures!