Podcasts about lpl financial

The Moneywise Radio Show and Podcast Thursday, February 26th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Sonia Dhillion & Su Ra, Co-Owners of Mi Wellness & Aesthetics  website: https://mi-spa.com/ Instagram Facebook The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Sonia & Su and their business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

The Moneywise Radio Show and Podcast Wednesday, February 25th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Kyle Jones, Law Offices of Kyle Jones  website: https://www.kwjoneslaw.com/ phone: 661-833-1090 The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Kyle Jones and his business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

The Moneywise Radio Show and Podcast Tuesday, February 24th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: John Duffield, CPA/MST website: https://www.bakersfieldaccountants.com/ address: 3850 Riverlakes Dr Suite E, Bakersfield, CA 93312 phone: 661-488-7000 The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. John Duffield and his business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

When you have checked every box, career, family, community, and still feel that quiet question of "what about me?", this episode is for you.   On this episode of Women and Wealth, Regina sits down with Michele Garrett, a women's life and transition coach who helps successful women 45+ get clear on what they want next and how to move forward without blowing up their whole life to do it.   Together, they talk about what retirement and "the next chapter" can really look like today, how to reconnect with your values when life finally slows down, and why small, consistent mindset shifts can change your direction more than any big, overwhelming plan. Michele also shares a peek at her four-pillar approach for helping women rebuild clarity, confidence, and purpose in a season of change.   Episode Highlights:   0:00 - Intro 0:41 - Meet Michele Garret 2:51 - Michele's "4 Pillar Program" 6:14 - Michele's impact as a coach 7:57 - the '1% change' 9:12 - Where you can go to learn more about Michele 11:01 - Some challenges Michele has faced as a professional woman 14:06 - Michele's vision for retirement 16:19 - Action item   ABOUT REGINA MCCANN HESS   Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.  Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse. As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.   CONNECT WITH REGINA Website: https://www.forgewealth.com LinkedIn: https://www.linkedin.com/in/reginamccannhess/ Facebook: https://www.facebook.com/ForgeWealth Instagram: https://www.instagram.com/forgewealthmanagement/ YouTube: https://www.youtube.com/@ForgeWealth Email: reginahess@forgewealth.com   CONNECT WITH MICHELE GARRETT Website: https://www.mgarrettcoaching.com/ LinkedIn: https://www.linkedin.com/in/mtregogarrett/   Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.   For a list of states in which I am registered to do business, please visit www.forgewealth.com.

The Moneywise Radio Show and Podcast Monday, February 23rd  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Tomas delToro-Diaz, EDFP Music Produced by Tomas The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Tomas delToro-Diaz and his business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

The Moneywise Radio Show and Podcast Friday, February 20th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Kat Clowes, Founder/CEO of March Consulting  website: https://mymarchconsulting.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Kat Clowes and her business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

Tax Refunds and the Consumer Spending Boost There is encouraging news on the tax front. Tax refunds for 2026 are already running approximately $3 billion ahead of last year, reflecting a 17% increase driven in part by recent tax legislation. While that growth rate is slightly below earlier projections, it remains strong and meaningful. Historically, refund season begins to accelerate in late February and continues through May. Current data show this year's refunds are already tracking ahead of prior years, suggesting that a meaningful influx of cash into households is just beginning. Why does this matter for investors? Consumer spending is a major engine of the U.S. economy and a key contributor to corporate revenue and profit growth. With interest rates trending lower and refunds rising, more money in consumers' pockets could translate into stronger spending. Increased spending supports corporate profitability, which in turn underpins stock market performance. We are monitoring refund trends closely, as they may provide an important tailwind for economic growth and equities in the months ahead. The Supreme Court Ruling and the Future of Tariffs Tariff policy shifted dramatically following a recent Supreme Court ruling regarding the administration's use of the International Emergency Economic Powers Act (IEPA). While IEPA has traditionally been used for sanctions and embargoes, it had been applied in this case to implement tariffs. The Court ruled that using IEPA in this way was unconstitutional. Importantly, the decision does not eliminate the executive branch's authority to impose tariffs. Congress has granted tariff powers through other established mechanisms. In response to the ruling, the administration moved quickly to replace IEPA-based tariffs with alternative authorities, including Section 122 for a broad 15% tariff framework, as well as Sections 301 and 232 for more targeted, country- and industry-specific tariffs. Existing tariffs on industries such as steel and aluminum, as well as tariffs imposed on China beginning in 2018 under Section 301, remain in place. The ruling also raises questions about roughly $130 billion in tariffs previously collected under IEPA. Corporations are expected to pursue litigation seeking refunds, a process that could take months or even years to resolve. While companies may fight aggressively for those funds, consumers should not expect direct reimbursement for tariff-related price increases on retail goods. For markets, the key takeaway is that while the legal pathway has changed, the overall revenue expectations from tariffs are projected to remain similar. However, the structure has become more complex, and policy developments in this area will continue to warrant close attention. Earnings Growth: The Market's Lifeblood Amid political noise and policy debates, it is important to remember that corporate earnings ultimately drive market performance. With approximately 75% of companies reporting, revenue growth is coming in at roughly 8.5%, exceeding earlier expectations of 6% to 7.5%. Even more impressive is earnings growth, currently tracking around 13.5%, well above prior projections in the 7.5% to 9% range. Strong earnings help justify elevated market valuations. When companies deliver accelerating profits, investors are often willing to pay higher multiples. However, rising earnings also bring rising expectations. Current projections call for approximately 14% earnings growth in 2026 and 15% in 2027, ambitious targets that will require sustained economic strength. Markets often react not just to results, but to the gap between expectations and reality. A solid 10% earnings growth rate could disappoint if investors expected 15%. Conversely, modest expectations that are exceeded can support continued market gains. That is why we monitor both present results and forward-looking projections. Managing expectations is just as important as measuring performance. Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman, CFP®, AIF®, CEPA® Managing Director Wealth Consultant Email Bobby Norman here Trey Booth, CFA®, AIF® Chief Investment Officer Wealth Consultant Email Trey Booth here Ty Miller, AIF® Vice President Wealth Consultant Email Ty Miller here Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth in this presentation may not develop as predicted. No strategy can ensure success or protect against a loss. Stock investing involves risk including potential loss of principal. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.The post Tariffs, Taxes, and Earnings, Oh My! first appeared on Fi Plan Partners.

Welcome back, WIFs!In this deeply honest and inspiring episode, Lauren and Michelle are joined by their friend, legal expert, community nerd (her words!), and founder of Posey Law Group, Stephanie Posey. We settle in for a cozy catch-up before diving into a conversation that feels grounded, brave, and beautifully real.Stephanie shares her journey to five years of sobriety—what led her there, what it's taught her, and how choosing an alcohol-free life didn't shrink her world… it expanded it. The sisters talk about what it means to build a life you actually want to be present for, the quiet strength required to change, and how sobriety can be less about restriction and more about freedom.From there, the conversation opens into the very real season of sandwich parenting—caring for children while supporting aging parents—and the emotional and logistical juggle that comes with it. Stephanie reflects on running a small business, staying deeply involved in her local community, and raising a family without losing herself in the process.You'll also hear about Stephanie's Maven program through Posey Law Group, where she helps women start and structure their businesses the right way—legally protected, empowered, and confident from day one. It's practical, powerful, and exactly the kind of support more women deserve.As always, Lauren and Michelle weave in laughter, warmth, and thoughtful reflection on what they're reading, watching, and listening to—before closing out with their Simple Joys of the week.This episode is about resilience. It's about choosing clarity. It's about community, boundaries, and building a life that feels steady and sustainable.Press play, get cozy, and join us for a conversation that reminds you: you can rewrite your story at any timeA heartfelt thank you to Posey Law Group and Chicago Private Wealth Group for supporting this episode and our cozy community.“Chicago Private Wealth Group is made up of wealth advisors Rick Shanley, Matt Arhontas and Robert Buoy.If you're interested in starting a conversation with their team, you can reach them by phone at 708.247.1700, through email at chicagopwg@lplfinancial.com, or by visiting chicagopwg.com. Just mention that you heard about them from our show.Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.”And if you're a woman building a business and want to start on solid legal ground, Stephanie's work at Posey Law Group is a powerful place to begin.

The Moneywise Radio Show and Podcast Wednesday, February 18th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Mike Alexander, State Farm Insurance Agent  website The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Mike Alexander and his business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

On this week's episode of Educational Insights, Robert Moody breaks down the Roth 401(k) and how it compares to a traditional 401(k), along with how to know which one may be the best fit for your goals. From tax-free growth and withdrawals to contribution limits, employer matching, and tax diversification, this episode highlights the key pros and cons to help you make a confident decision. He also walks through common situations where a Roth 401(k) can be especially valuable, including for younger savers, higher earners, and those planning for long-term flexibility in retirement. Watch to learn more. Robert Moody, CFP®, CEPA® Senior Vice President Wealth Consultant Email Robert Moody here Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply. Economic forecasts set forth in this presentation may not develop as predicted. No strategy can ensure success or protect against a loss. Stock investing involves risk including potential loss of principal. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.The post Pros and Cons of a Roth 401(k) first appeared on Fi Plan Partners.

The Moneywise Radio Show and Podcast Tuesday, February 17th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Chad Hathaway, President/Founder of Hathaway LLC. website: www.hathawayllc.com The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Chad Hathaway and his business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

It's tax paperwork season, and capital gains can sneak up on you if you're not paying attention.  In this episode of Women and Wealth, Regina breaks down 10 key things to know about capital gains and capital gain distributions, including why you might get a distribution even if you didn't sell anything (or even if a fund is down). She also covers the difference between short-term vs. long-term gains, what changes in taxable accounts vs. retirement accounts, which 1099 forms to look for, and how fund turnover can impact what shows up on your statements.   Episode Highlights:   0:00 - Intro 0:34 - Episode beginning 1:05 - Tip #1 4:22 - Tip #2 5:06 - Tip #3 6:37 - Tip #4 7:56 - Tip #5 9:14 - Tip #6 10:08 - Tip #7 12:01 - Tip #8 13:13 - Tip #9 14:54 - Tip #10 16:04 - Long-term capital gains tax rates 19:23 - Call to action   ABOUT REGINA MCCANN HESS   Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero.  As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.     Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News.  She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.   As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth.  She focuses on educating her clients while building long-term relationships with them and their families.  Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals. CONNECT WITH REGINA   Website: https://www.forgewealth.com LinkedIn: https://www.linkedin.com/in/reginamccannhess/ Facebook: https://www.facebook.com/ForgeWealth Instagram: https://www.instagram.com/forgewealthmanagement/ YouTube: https://www.youtube.com/@ForgeWealth Email: reginahess@forgewealth.com Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.   This material was prepared by Hartford funds. For a list of states in which I am registered to do business, please visit www.forgewealth.com. Hartford Funds is not affiliated with, nor endorsed by LPL Financial, Private Advisor Group, or Forge Wealth Management

In this episode of Behind The Wealth, we unpack the headlines shaping the financial landscape: the alarming surge in data breaches that hit record levels in 2025 and what it means for your personal security and financial life; the often-ignored emotional and identity challenges of retirement that go beyond the numbers; and whether market prices really reflect what we read on the front page or if headlines simply lure investors into distraction. From cybersecurity risk to retirement readiness to market psychology — we help you separate noise from the signals that truly matter.   Get started on your path to financial freedom: www.premieriwm.com  Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your attorney, accountant, and financial or tax advisor prior to investing. Premier Investments & Wealth Management and LPL Financial do not provide tax advice, please consult your tax professional. Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal. Dollar cost averaging involves continuous investment in securities regardless of fluctuations in price levels. Investors should consider their ability to continue purchasing through periods of low price levels. Such a plan does not assure a profit and does not protect against loss in declining markets. Consult your tax professional about eligibility to Roth and Traditional IRA contributions. Contributions and earnings in a Roth IRA can be withdrawn without paying taxes and penalties if the account owner is at least 59 ½ and has held their Roth IRA for at least five years. Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of the conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

AI isn't the dystopia. Misvaluing the human elements is.After an AI announcement from Altruist introducing advanced tax planning automation, wealth management stocks like Charles Schwab, Raymond James, and LPL Financial fell sharply. The narrative formed quickly: AI is replacing financial advisors.That interpretation misses something deeper.In this episode of Financial Harmony™, Dr. Preston Cherry interprets what the AI disruption narrative reveals about how we define financial advice — and where mistrust in the 1% AUM model actually comes from.This is not a defense of advisors. It's a redefinition of value.Topics addressed:• Is AI replacing financial advisors? • What AI automation actually changes in financial planning • Why the 1% AUM debate is about more than price • Flat-fee vs AUM alignment • Why high-income investors still seek human advice • What people actually want from a financial advisor • How AI affects retirement planning confidence • The difference between efficiency and relational accountabilityResearch consistently shows:• Investors working with advisors report higher financial confidence. • Advised households feel more retirement preparedness. • Behavioral guidance prevents costly emotional decisions. • Affluent investors prioritize clarity and complex decision support over performance chasing.AI removes friction.It improves pace.It does not replace trust, context, or interpretive clarity.If we define financial advice as spreadsheets, AI is a threat.If we define it as navigating ambiguity, AI becomes leverage.Financial advice has never been about beating the market.It's about helping people live with their financial decisions.This episode examines:• Advisor trust and fee alignment • Why compensation structure impacts perceived value • The real drivers behind AUM mistrust • Whether automation strengthens or weakens fiduciary advice • What happens when efficiency is mistaken for value

Hisessions Hawaii Podcast Episode #249 - Ian Wetherell - LPL Financial by Hisessions

The Moneywise Radio Show and Podcast Friday, February 13th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Kimberly Price, Beautiful Bakersfield Awards Event Director website: https://beautiful.bakochamber.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Kimberly Price and her business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

The Moneywise Radio Show and Podcast Thursday, February 12th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Dr. Rasham Sandhu, MD & Terri Agcaoili  websites: https://cacvinst.com/ https://p2hsymposium.org/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Dr. Sandhu and his business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

I had the honor of being apart of the The Art of Nervous System Care Summit!To listen to the whole video, check out Sandra's channel: https://www.youtube.com/watch?v=d9IDHWk91OgWhat if your relationship with money is really a relationship with safety? Examine how scarcity, stress, and early money patterns live in the body and why financial growth often stalls when the nervous system is in survival mode.Discover the power of a heart-centered approach! Join my free workshop where you'll share your challenges and gain valuable insights to move forward. Sign up for the workshop here: https://www.impactyourlifenow.com/impact-workshop-registration-evergreen-socialsGet my audio book! https://www.impactyourlifenow.com/ayw-book-order-pageThe Four Spiritual Laws of Money: https://www.impactyourlifenow.com/the-4-spiritual-laws-of-moneyJoin Julie on her mission to heal the world financially.Julie Murphy CLU, ChFC, CFP®, is an independent CERTIFIED FINANCIAL PLANNER™, author, and media expert who wants you to heal your emotions to prosper financially and in life.To Schedule Julie on Your YouTube or Podcast Show... Please email Julie at Julie@JulieMurphy.comhttps://juliemurphy.com/Join our community on social media!http://facebook.com/AwakenWithJuliehttps://www.tiktok.com/@awakenwithjuliehttp://Instagram.com/AwakenWithJuliehttps://www.youtube.com/c/JulieMurphyhttps://anchor.fm/juliemurphyhttp://Twitter.com/AwakenWithJuliehttps://www.linkedin.com/in/juliemariemurphyTOO MANY PEOPLE HAVE FEARS AND OTHER UNHEALTHY EMOTIONS AROUND MONEY. Whether you were born rich, poor, or somewhere in between, money has always been an integral part of your life. However, too many people have fears and other unhealthy emotions around money. These debilitating beliefs are often subconscious, shaped by a lifetime of early experiences seen through other people—not based on objective reality. So can you break free from these restrictive beliefs and emotions, be able to “dream big,”—and actually accomplish your hopes and dreams? The answer is yes: Now, there is a way to harness the powerful energy around money and build real wealth.Beyond Your Wildest Dreams, LLC has no affiliation with LPL Financial, Sequoia Wealth Management, or JMC Wealth Management, Inc.

Welcome back, WIFs!In this cozy and delightfully unfiltered episode, sisters Lauren and Michelle settle in for one of those conversations that reminds you why laughter is sometimes the best medicine.After a sisterly catch-up and reflections on what they're caring less about lately - the sisters lean into the importance of trusting your instincts and speaking up, even when it's uncomfortable. Lauren is sharing a cautionary tale from a recent flight and offers insight on how she handled behavior between two people that greatly concerned her.And then… because balance matters and life doesn't need to be that serious all the time, the Hot Topic takes a turn into much-needed comic relief: farting. Yep. Fart pride vs. fart shame. What starts as pure silliness quickly becomes a surprisingly human (and very funny) look at family dynamics, intimacy, and why sometimes you just need a laugh to reset your nervous system.Along the way, Lauren and Michelle share what they're reading, watching, and listening to, reflect on the fragility of life, and wrap things up with Simple Joys rooted in survival, good food, and everyday relief. Consider this episode a reminder that caring less doesn't mean caring nothing—it means knowing when to go deep, when to trust yourself, and when to laugh it off. Press play, snuggle up, and enjoy the exhale.Resources: Fart Shame or Fart PrideOptwell - Find Your CalmPillarsPork Meatballs with Ginger and Fish SauceSip HightailSubscribe to Our NewsletterFollow Us!Shop Our Seasonal CandlesCheck Out Our WebsiteThis episode is sponsored by Posey Law Group and Chicago Private Wealth Group. Chicago Private Wealth Group is made up of wealth advisors Rick Shanley, Matt Arhontas, and Robert Buoy. If you're interested in starting a conversation with their team, you can reach them by phone at 708.247.1700, through email at chicagopwg@lplfinancial.com, or by visiting chicagopwg.com. Just mention that you heard about them from our show. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

Business and finance news from the Asia-Pacific. US payrolls rose in January by the most in more than a year and the unemployment rate unexpectedly fell, suggesting the labor market continued to stabilize at the start of 2026. Employers added 130,000 jobs last month and the unemployment rate declined to 4.3%, according to Bureau of Labor Statistics data. The January data reinforces Federal Reserve officials' inclination to keep interest rates on hold for now, with many traders pushing out their timeline for the next rate cut to July from June. To break down the latest jobs report, we turn to Jeffrey Roach, Chief Economist for LPL Financial. Plus - Japanese stocks gained when trading reopened after a public holiday. For more on the markets, we speak to Charu Chanana, Chief Investment Strategist at Saxo Bank.See omnystudio.com/listener for privacy information.

On this week's episode of Educational Insights, Mark Hume breaks down the topic of allowing private investments inside 401(k) plans and what it could mean for everyday investors. Private equity may offer new opportunities for diversification beyond public markets, but it also comes with important differences like fees, transparency, and how these investments are evaluated. This episode highlights the key pros and cons to understand, so that you can make informed decisions as this space continues to evolve. Watch to learn more. Mark Hume, CFP® Senior Vice President Wealth Consultant Email Mark Hume here Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth in this presentation may not develop as predicted. No strategy can ensure success or protect against a loss. Stock investing involves risk including potential loss of principal. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.The post Hold Your Horses first appeared on Fi Plan Partners.

High-profile layoffs, inflation, recession headlines — it's no surprise that investors are worried about a volatile market. But this episode takes a step back from all the noise to look at what the data actually says. Chief Market Strategist Ryan Detrick returns to break down Carson Group's 2026 Market Outlook, from their new stance on global diversification to the asset class you shouldn't overlook. You'll gain insights on AI investing, when (and if) you should worry about a recession, and how to keep fear from driving your decisions. Topics discussed: Introduction (00:00) The meaning behind "riding the wave" of the market (02:14) Recession fears vs. what the data shows (04:51) Labor market trends and what would change the outlook (07:16) A smarter way to think about AI investing (10:30) How to mentally prepare for market volatility (15:54) Global outlook and diversification opportunities (20:04) How long can the bull market really last? (22:52) Bonds and why they still matter (26:11) The mindset shift investors need right now (29:08) Want the full market breakdown? Read the Market Outlook 2026: Riding the Wave into the New Year here: http://mitlin.us/2026outlook Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung Connect with Ryan Detrick: X (Twitter): https://x.com/RyanDetrick/ LinkedIn: https://www.linkedin.com/in/ryandetrick/ Website: ​​https://www.carsongroup.com/research About Our Guest: As Chief Market Strategist at Carson Group, Ryan Detrick brings a wealth of expertise and a strong understanding of financial markets to guide the firm's strategic investment decisions. With a proven track record of insightful market analysis and a passion for helping both advisors and clients navigate the complexities of the financial landscape, Ryan plays a pivotal role in shaping the investment strategies that drive Carson Group's success. Ryan's career has been marked by a dedication to staying at the forefront of market trends and the role history plays in potential market moves. Prior to joining Carson Group, Ryan held key positions at several leading financial institutions, where he honed his skills in market analysis, risk management and portfolio optimization. His ability to distill complex market information into actionable insights has earned him recognition as a thought leader in the financial industry, including being named one of Business Insider's 2023 Oracles of Wall Street. A sought-after commentator, Ryan frequently shares his market perspectives through media appearances on CNBC, Fox Business, Yahoo! Finance, Bloomberg and SiriusXM, speaking engagements and written commentary. Leveraging his extensive knowledge of market trends, economic indicators, and investment opportunities, Ryan provides valuable insights that empower clients to make informed decisions in an ever-evolving financial environment. Ryan also co-hosts a top-investing podcast, "Facts vs Feelings" alongside Carson Group colleague Sonu Varghese, VP, Global Macro Strategist. Each week they engage in insightful conversations exploring the intersection of data-driven market analysis and the human element in investment decision-making. Through "Facts vs Feelings," Ryan reaffirms his dedication to making finance more understandable. Originally from Springfield, Ohio, Ryan's financial career began over 20 years ago, with more than a decade spent at Schaeffer's Investment Research and six years at LPL Financial. He has a Chartered Market Technician (CMT) designation, a bachelor's degree in finance from Xavier University, and an MBA from Miami University. Outside Carson, Ryan is a dedicated family man and sports enthusiast. A lifelong Cincinnati Bengals fan, he lives in Cincinnati, Ohio with his family, where he can often be found coaching his two boys in various sports. In his free time, Ryan enjoys traveling to new places and exploring local cuisine. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Additional Disclsoures: This material is for general information only and is not intended to provide specific advice or recommendations for any individual This content cannot be copied without express written consent of CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Group Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Investors cannot invest directly in indexes. The performance of any index is not indicative of the performance of any investment and does not take into account the effects of inflation and the fees and expenses associated with investing. Additional risks are associated with international investing, such as currency fluctuations, political and economic stability, and differences in accounting standards. Due to volatility within the markets mentioned, opinions are subject to change without notice. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed. Past performance does not guarantee future results. The S&P 500 is an index of 500 stocks chosen for market size, liquidity and industry grouping (among other factors) designed to be a leading indicator of U.S. equities and is meant to reflect the risk/return characteristics of the large cap universe. The opinions stated in this presentation should not be construed as direct or indirect advice, or as an offer to buy or sell any securities mentioned herein. This piece contains statements related to our future business and financial performance and future events or developments involving Carson that may constitute forward-looking statements. These statements may be identified by words such as "expect," "look forward to," "anticipate" "intend," "plan," "believe," "seek," "estimate," "will," "project" or words of similar meaning. Such statements are based on the current expectations and certain assumptions of Carson Group's management, of which many are beyond Carson Group's control. These are subject to a number of risks, uncertainties and factors which if one or more of these risks or uncertainties materialize, or should underlying expectations not occur or assumptions prove incorrect, actual results, performance or achievements of Carson Group may (negatively or positively) vary materially from those described explicitly or implicitly in the relevant forward-looking statement. Carson Group neither intends, nor assumes any obligation, to update or revise these forward looking statements in light of developments which differ from those anticipated. This is not intended to provide specific legal, tax, or other professional advice. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. The return and principal value of stocks fluctuate with changes in market conditions. Shares when sold may be worth more or less than their original cost. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. A diversified portfolio does not ensure a profit or protect against loss in a declining market. The return and principal value of bonds fluctuate with changes in market conditions. If bonds are not held to maturity, they may be worth more or less than their original value. The Bloomberg U.S. Aggregate Bond Index is an index of the U.S. investment-grade fixed-rate bond market, including both government and corporate bonds. The MSCI World ex-U.S. Index captures large and mid-cap representation across 22 of 23 Developed Markets (DM) countries excluding the United States. With 871 constituents, the index covers approximately 85% of the free float adjusted market capitalization in each country. This episode was produced by Podcast Boutique https://www.podcastboutique.com

The Moneywise Radio Show and Podcast Tuesday, February 10th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Rachel McCullah Wainwright, Curator & Owner of RAM Gallery website: https://www.galleryram.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Rachel McCullah Wainwright and her business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

You've probably heard about real estate before as a great way to grow or invest your money for the long-term.   But that doesn't mean that you can just start with no strategy, or plan, however.   In this episode of Women and Wealth, Regina talks with Lindsay Davis, CEO and co-founder of Spartan Invest, about building passive income through single-family real estate.   Lindsay explains what "turnkey" investing looks like, why the Southeast has been a strong target for investors, how she evaluates neighborhoods, and the real risks to understand before buying. They also get into retirement planning and why diversifying your income streams early matters, so you can work because you want to, not because you have to.   Episode Highlights:   0:00 - Episode open and intro to Lindsay 3:27 - Landlord/tenant laws, residential properties 6:38 - How Lindsay targets areas 10:42 - Explaining risk to newcomers 18:12 - Where you can learn more 19:35 - Challenges Lindsay has faced as a professional woman 22:45 - Lindsay's plans for retirement 25:03 - Action item ABOUT REGINA MCCANN HESS   Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero.  As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.     Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News.  She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.   As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth.  She focuses on educating her clients while building long-term relationships with them and their families.  Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals. CONNECT WITH REGINA   Website: https://www.forgewealth.com LinkedIn: https://www.linkedin.com/in/reginamccannhess/ Facebook: https://www.facebook.com/ForgeWealth Instagram: https://www.instagram.com/forgewealthmanagement/ YouTube: https://www.youtube.com/@ForgeWealth Email: reginahess@forgewealth.com   CONNECT WITH LINDSAY DAVIS   Website: https://spartaninvest.comLinkedIn: https://www.linkedin.com/in/spartanlindsaydavis/ Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.forgewealth.com.

This week on Behind the Wealth, Roger Abel and Elias Randel break down three major stories shaping 2026. They discuss the S&P 500 reaching a new all-time high, what's driving market momentum, and how investors can think about risk when headlines feel overwhelmingly positive. They also explore the hidden housing challenges within the Great Wealth Transfer and review five key charts framing the economic and market landscape for the year ahead. If you're looking for perspective beyond the headlines, this episode connects current events to thoughtful, long-term financial planning. Get started on your path to financial freedom: www.premieriwm.com  Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your attorney, accountant, and financial or tax advisor prior to investing. Premier Investments & Wealth Management and LPL Financial do not provide tax advice, please consult your tax professional. Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal. Dollar cost averaging involves continuous investment in securities regardless of fluctuations in price levels. Investors should consider their ability to continue purchasing through periods of low price levels. Such a plan does not assure a profit and does not protect against loss in declining markets. Consult your tax professional about eligibility to Roth and Traditional IRA contributions. Contributions and earnings in a Roth IRA can be withdrawn without paying taxes and penalties if the account owner is at least 59 ½ and has held their Roth IRA for at least five years. Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of the conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

The Moneywise Radio Show and Podcast Friday, February 6th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Brian Miller, ROC & CTEC Principal, KHSD website: https://roc.kernhigh.org/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Brian Miller and his business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

Market Breadth is Strengthening One of the most important themes so far this year has been the broadening out of the stock market. In recent years, the market's gains were heavily concentrated in the largest companies, particularly the “Magnificent 7,” with the top 5 to 10 stocks dramatically outperforming the rest of the index. This year, the pattern has shifted in a meaningful way. Instead of a narrow rally led by a small group at the top, a much larger share of the S&P 500 has begun contributing to overall performance. While these companies may be smaller relative to the largest names, they are still substantial businesses, and their improved participation is a healthy sign for the market. Several indicators reinforce this trend: 68% of S&P 500 stocks are currently trading above their 200-day moving average, which is the highest level since 2024. This suggests the overall market remains structurally intact despite periodic pullbacks and volatility. The percentage of stocks reaching 52-week highs is extremely strong, sitting around the 96th percentile, a level typically associated with broad momentum. Perhaps most striking is how dramatically the market's leadership has changed. In 2023, 2024, and 2025, the top 10 stocks contributed more than 50% of the S&P 500's total performance. In 2026, the market is still up year-to-date, but the top 10 stocks have actually detracted from returns by roughly 26%. That final point highlights how different the current environment is. The market is moving higher, but not because the largest names are carrying the index. Instead, strength is spreading across a broader base of companies. The Inflation vs. Productivity Test for 2026 A broadening market is generally considered a healthier market. When more companies participate in a rally, it suggests the underlying economy is stronger and more evenly supported. Two major data releases this week will help determine whether that support can continue, especially as the economy enters what may become one of the defining themes of 2026: the race between inflation and productivity. At the center of this issue is a critical question: Can productivity grow fast enough to offset rising costs? More specifically, can output per worker increase at a pace that allows wages to rise without forcing prices higher? This week brings two important economic signals – Wednesday: the jobs report, delayed due to the temporary government shutdown; Friday: The Consumer Price Index (CPI), the key inflation reading Together, these reports will provide insight into both labor market strength and inflation pressure, and they will feed directly into market expectations for interest rates. One of the most important market indicators right now is the 10-year Treasury yield. Historically, the stock market has tended to hold up well as long as the 10-year yield remains below 4.5%. The yield is currently around 4.2%, and it has remained relatively stable in a tight range, below 4.5% and above 4%, for most of the past year. That range matters because the 10-year yield is highly sensitive to inflation expectations. If inflation spikes again, interest rates are likely to rise, and higher rates can quickly tighten financial conditions and pressure stock valuations. The path to keeping inflation stable depends heavily on productivity. When workers can produce more output per hour, it helps absorb higher wages without pushing prices higher. In that environment, inflation stays contained, interest rates remain more stable, and markets tend to respond positively. Ultimately, inflation, productivity, and interest rates are interconnected. If productivity growth can keep pace with rising labor costs, the economy can move into a positive reinforcing cycle. If not, inflation pressures can re-emerge and lead to higher rates, creating a more challenging environment for both economic growth and market performance. The market's recent broadening is an encouraging sign, and this week's data will help determine whether that trend has the foundation to continue as 2026 unfolds. Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman, CFP®, AIF®, CEPA® Managing Director Wealth Consultant Email Bobby Norman here Trey Booth, CFA®, AIF® Chief Investment Officer Wealth Consultant Email Trey Booth here Ty Miller, AIF® Vice President Wealth Consultant Email Ty Miller here Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth in this presentation may not develop as predicted. No strategy can ensure success or protect against a loss. Stock investing involves risk including potential loss of principal. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.The post The Race Between Inflation and Productivity first appeared on Fi Plan Partners.

The Moneywise Radio Show and Podcast Thursday, February 5th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Tom Maxwell, CPA/MST website: https://www.kmallpcpa.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Thomas Maxwell and his business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

On this week's episode of Educational Insights, Ashley Page breaks down how sports spending contributes to the U.S. economy, and the numbers may surprise you. Depending on how broadly it's measured, sports account for roughly 1% to 2% of U.S. GDP, a footprint comparable to the entire American auto industry. From the Super Bowl and the Olympics to college athletics and global soccer, this episode highlights how sports have become a major, and fast-growing, economic force. Watch to learn more. Ashley Page, JD, MBA Senior Vice President Wealth Consultant Email Ashley Page here Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth in this presentation may not develop as predicted. No strategy can ensure success or protect against a loss. Stock investing involves risk including potential loss of principal. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.The post Sports Spending and the GDP first appeared on Fi Plan Partners.

Paperwork. Nobody wants to deal with it. But cleaning up your 'financial clutter' doesn't need to be a task we dread. In this week's episode, Regina is becoming your cleaning buddy and guide for your personal paperwork clean-up. She'll take you through what to keep vs. what to toss as well as some tips and tools to stay more organized in the future. Episode Highlights: 0:00 - Intro 0:33 - Episode open, 'financial clutter' 1:21 - What's worth keeping vs tossing  3:33 - Easy stuff to throw away 4:38 - Cleaning safely (shred it) 5:06 - Medical bills 6:14 - Utility bills and the 'big docs'  8:04 - Taxes and home improvement receipts 13:00 - Buy a shredder 21:00 - Action item and final thoughts  ABOUT REGINA MCCANN HESS Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money. Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse. As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals. CONNECT WITH REGINA Website: https://www.forgewealth.com LinkedIn: https://www.linkedin.com/in/reginamccannhess/ Facebook: https://www.facebook.com/ForgeWealth Instagram: https://www.instagram.com/forgewealthmanagement/ YouTube: https://www.youtube.com/@ForgeWealth Email: reginahess@forgewealth.com Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.forgewealth.com. This material was prepared by Hartford Funds. Hartford Funds is not affiliated with, nor endorsed by LPL Financial, Private Advisor Group, or Forge Wealth Management.

This week on Behind The Wealth, we tackle two of the most common — and emotionally charged — questions people ask about money. First, Amy wants to know: How much does the average retiree actually have saved? Headlines often suggest you need millions to retire comfortably, but national data paints a very different picture. More importantly, averages don't tell you what you truly need. We break down why retirement planning isn't about chasing a “magic number,” but about building a strategy around your goals. Then Dale asks: How do we invest a large amount of cash without feeling like we'll regret the timing? When markets feel uncertain, holding cash can feel safe — but waiting for the “perfect” moment can quietly create its own risk. We discuss how to think about putting money to work in a way that aligns with your timeline, purpose, and comfort level, without turning investing into an all-or-nothing decision. If you've ever wondered whether you're “on track” for retirement or struggled with the fear of investing at the wrong time, this episode will help you reframe the questions and focus on what actually drives long-term financial confidence. Get started on your path to financial freedom: www.premieriwm.com  Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your attorney, accountant, and financial or tax advisor prior to investing. Premier Investments & Wealth Management and LPL Financial do not provide tax advice, please consult your tax professional. Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal. Dollar cost averaging involves continuous investment in securities regardless of fluctuations in price levels. Investors should consider their ability to continue purchasing through periods of low price levels. Such a plan does not assure a profit and does not protect against loss in declining markets. Consult your tax professional about eligibility to Roth and Traditional IRA contributions. Contributions and earnings in a Roth IRA can be withdrawn without paying taxes and penalties if the account owner is at least 59 ½ and has held their Roth IRA for at least five years. Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of the conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

The Moneywise Radio Show and Podcast Monday, February 2nd BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Richard Chapman, President/CEO of the Kern Economic Development Corporation website: https://kernedc.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Richard Chapman and KEDC are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

The Moneywise Radio Show and Podcast Friday, January 30th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Michael George, Executive Vice President - Marketing at Safe 1 Credit Union website: https://www.safe1.org/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Michael George and Safe One Credit Union are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

Federal Reserve Policy and the “Height Chart” Theory The Federal Reserve met last week and, as widely expected, made no changes to interest rates. The decision generated little market reaction, largely because economic conditions have not deteriorated enough to warrant rate cuts. Long-term rates have remained relatively stable, short-term rates have already adjusted downward, and overall economic growth continues at a pace similar to last year. With two meetings remaining before May, markets are not expecting significant action from the Fed in the near term. The more notable development came at the end of the week with the announcement that President Trump intends to nominate Kevin Warsh as the next Chair of the Federal Reserve. Warsh is a well-known and respected economist who previously served on the Federal Reserve Board of Governors, becoming one of the youngest members in history at age 36. His public record suggests a more hawkish stance on monetary policy, with a strong emphasis on controlling inflation rather than pursuing easy money policies. Markets reacted quickly to the news. Interest rates moved higher, and precious metals experienced sharp declines, reflecting expectations that Warsh would favor tighter monetary discipline. While some investors were surprised by the direction of rates, history suggests the trajectory may be less mysterious than it seems. A tongue-in-cheek but intriguing chart highlights a correlation between the height of Federal Reserve Chairs and prevailing interest rate environments. From Paul Volcker's era of high rates to the gradual declines under Alan Greenspan and Ben Bernanke, the zero-rate policies during Janet Yellen's tenure, and the renewed tightening under Jerome Powell, the pattern has been remarkably consistent. Kevin Warsh appears to align closely with Powell in this framework, suggesting rates may remain near current levels. While clearly correlation, not causation, the chart offers a memorable way to think about where policy may be headed. The AI Bubble Question: Reality vs. Headlines Recent market volatility, including a sharp one-day decline of more than 10% in a major technology stock, has reignited concerns about a potential artificial intelligence bubble. Comparisons to the dot-com crash of the early 2000s have resurfaced, but the data tells a very different story. During the dot-com era, stock prices surged far ahead of underlying earnings. Valuations became detached from fundamentals, creating the conditions for a dramatic market correction. In contrast, today's AI-driven market environment shows a much closer alignment between stock prices and forward earnings growth. Since 2020, equity valuations have largely been supported by real and measurable earnings expansion. While no investment theme is without risk, current market behavior does not reflect the kind of irrational exuberance that defined the late 1990s. One company's short-term stock movement should not overshadow the broader fundamentals driving the sector. For long-term investors, the focus remains on earnings growth, balance sheets, and sustainable business models, not headlines or single-day market moves. Economic Strength, Productivity, and Inflation The broader economy continues to show signs of resilience, particularly in the area of productivity. U.S. productivity growth has been gaining momentum, with the most recent quarter approaching 5%, following another strong quarter near 4%. This improvement is especially notable as productivity gains have been elusive for much of the past decade. Artificial intelligence appears to be playing a meaningful role in this trend, supporting efficiency and output across industries. The interaction between productivity and inflation will be critical to watch going forward. While oil prices have begun to rise, a potential inflationary risk, other forces are helping keep inflation anchored. Labor costs, in particular, have remained relatively contained. Wage growth has been fairly flat, which can make the economy feel weaker for consumers still adjusting to residual inflation from 2021 and 2022. However, this same restraint has helped prevent inflation from reaccelerating. A simple way to view the current environment is through the balance of money and output. Inflation tends to rise when more money chases the same amount of goods. Today, money supply growth has slowed, and if productivity continues to improve, allowing the economy to produce more goods and services, price pressures may remain manageable. This dynamic will be central to the economic outlook in the months and years ahead. Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman, CFP®, AIF®, CEPA® Managing Director Wealth Consultant Email Bobby Norman here Trey Booth, CFA®, AIF® Chief Investment Officer Wealth Consultant Email Trey Booth here Ty Miller, AIF® Vice President Wealth Consultant Email Ty Miller here Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth in this presentation may not develop as predicted. No strategy can ensure success or protect against a loss. Stock investing involves risk including potential loss of principal. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.The post Walking Tall at the Fed first appeared on Fi Plan Partners.

The Moneywise Radio Show and Podcast Thursday, January 29th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Cherese Grell, President & CEO at Positive Results Unlimited, Inc. website: https://cityservenetwork.com/bakersfield/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Cherese Grell and her company are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

I had the honor of being apart of the The Art of Nervous System Care Summit!To listen to the whole video, check out Sandra's channel: https://www.youtube.com/watch?v=d9IDHWk91OgWhat if your relationship with money is really a relationship with safety? Examine how scarcity, stress, and early money patterns live in the body and why financial growth often stalls when the nervous system is in survival mode.Discover the power of a heart-centered approach! Join my free workshop where you'll share your challenges and gain valuable insights to move forward. Sign up for the workshop here: https://www.impactyourlifenow.com/impact-workshop-registration-evergreen-newsletterGet my audio book! https://www.impactyourlifenow.com/ayw-book-order-pageThe Four Spiritual Laws of Money: https://www.impactyourlifenow.com/the-4-spiritual-laws-of-moneyJoin Julie on her mission to heal the world financially.Julie Murphy CLU, ChFC, CFP®, is an independent CERTIFIED FINANCIAL PLANNER™, author, and media expert who wants you to heal your emotions to prosper financially and in life.To Schedule Julie on Your YouTube or Podcast Show... Please email Julie at Julie@JulieMurphy.comhttps://juliemurphy.com/Join our community on social media!http://facebook.com/AwakenWithJuliehttps://www.tiktok.com/@awakenwithjuliehttp://Instagram.com/AwakenWithJuliehttps://www.youtube.com/c/JulieMurphyhttps://anchor.fm/juliemurphyhttp://Twitter.com/AwakenWithJuliehttps://www.linkedin.com/in/juliemariemurphyTOO MANY PEOPLE HAVE FEARS AND OTHER UNHEALTHY EMOTIONS AROUND MONEY. Whether you were born rich, poor, or somewhere in between, money has always been an integral part of your life. However, too many people have fears and other unhealthy emotions around money. These debilitating beliefs are often subconscious, shaped by a lifetime of early experiences seen through other people—not based on objective reality. So can you break free from these restrictive beliefs and emotions, be able to “dream big,”—and actually accomplish your hopes and dreams? The answer is yes: Now, there is a way to harness the powerful energy around money and build real wealth.Beyond Your Wildest Dreams, LLC has no affiliation with LPL Financial, Sequoia Wealth Management, or JMC Wealth Management, Inc.

In this episode of Behind The Wealth, we discuss two timely financial topics impacting households across the country. First, new research shows that unexpected expenses can take up a meaningful portion of a retiree's income, often forcing withdrawals from savings sooner than planned. Then, we explore the growing debate around housing affordability and whether limiting institutional buyers in the housing market would truly make homes more accessible for families. Join us as we break down what these trends mean for retirement planning, homeownership, and long-term financial strategy. Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your attorney, accountant, and financial or tax advisor prior to investing. Premier Investments & Wealth Management and LPL Financial do not provide tax advice, please consult your tax professional. Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal. Dollar cost averaging involves continuous investment in securities regardless of fluctuations in price levels. Investors should consider their ability to continue purchasing through periods of low price levels. Such a plan does not assure a profit and does not protect against loss in declining markets. Consult your tax professional about eligibility to Roth and Traditional IRA contributions. Contributions and earnings in a Roth IRA can be withdrawn without paying taxes and penalties if the account owner is at least 59 ½ and has held their Roth IRA for at least five years. Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of the conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

On this week's episode of Educational Insights, Ty Miller discusses Artificial Intelligence and how it is shaping Wall Street. AI is no longer a futuristic concept, as it's already driving millions of trades each day by analyzing news, earnings calls, and even satellite data in real time to shape market decisions. From high-frequency trading to predictive analytics and risk monitoring, artificial intelligence is rapidly changing how Wall Street operates. While the opportunities are powerful, the risks and complexities make understanding this shift very important. Watch to learn more. Ty Miller Vice President Wealth Consultant Email Ty Miller here Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth in this presentation may not develop as predicted. No strategy can ensure success or protect against a loss. Stock investing involves risk including potential loss of principal. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.The post The Use of AI on Wall Street first appeared on Fi Plan Partners.

The Moneywise Radio Show and Podcast Tuesday, January 27th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Dan Betts, Comedian & Owner of, "The Well Comedy Club" website: https://www.thewellcomedyclub.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Dan Betts and his company are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

Lori Woolridge and Lauren Weinberg are the co-founders of Freedom to Flourish, where they help women rebuild from the inside out through self-love, mindset, and soul-aligned growth. Lori is a love & relationship coach focused on self-love and healthy relationships, and Lauren is a "Becoming Coach", a former psychologist and family therapist turned wellbeing and empowerment coach. Together they join Regina and discuss why "January is divorce month," and how to approach divorce with support instead of going it alone.    They examine how divorce is "85% emotional / 15% legal" and why emotional regulation can save time, money, and pain – and they even dive into their signature program "Your F.A.B. Divorce" and how that can help you, should you ever need it.   Episode Highlights:   0:00 - Intro 0:33 - Episode open 0:51 - Meet Lori and Lauren 3:44 - More about Lori and Lauren's program 8:22 - Dealing with fear and uncertainty 10:08 - More details about the program 18:26 - Shifting your mindset, where you can learn more 23:18 - Action item and wrap-up ABOUT REGINA MCCANN HESS   Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero.  As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.     Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News.  She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.   As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth.  She focuses on educating her clients while building long-term relationships with them and their families.  Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals. CONNECT WITH REGINA   Website: https://www.forgewealth.com LinkedIn: https://www.linkedin.com/in/reginamccannhess/ Facebook: https://www.facebook.com/ForgeWealth Instagram: https://www.instagram.com/forgewealthmanagement/ YouTube: https://www.youtube.com/@ForgeWealth Email: reginahess@forgewealth.com   CONNECT WITH LORI WOOLRIDGE AND LAUREN WEINBERG   Website: https://www.freedom-toflourish.com/ Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.forgewealth.com.

We sat down with Jeffrey Roach, Chief Economist at LPL Financial, for a 2026 outlook on the markets and economy. Jeffrey and Derek discuss inflation, tariffs, and market performance in relation to a K-shaped economy that's setting the stage for the year. Jeffrey provides a forecast for the labor market and actions of the Fed, and encourages advisors to favor long-term trends over the headlines as a basis for an investing strategy.

The Moneywise Radio Show and Podcast Monday, January 26th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: John Cox, Business Editor for The Bakersfield Californian  website: www.Bakersfield.com The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. John Cox and their company are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

How do you create true brand authenticity in wealth management? Matt Ackermann of Integrated Partners sits down with Liz Frtiz, the co-founder of F2 Strategy, at the Future Proof Conference to discuss the critical intersection of technology, marketing, and branding. Liz shares her experience co-founding F2 Strategy nearly a decade ago, noting that the firm is the largest pure-play wealth management tech consultancy, focused on helping firms build and execute their technology roadmaps. Key Insights: The Tech-Marketing Connection: Liz highlights that F2’s approach to technology strategy mirrors good marketing: both require firms to define their vision, target market, differentiators, and values. This process helps clients build a digital experience that stands out. The Marketer as Translator: Liz sees her role as a “translator,” taking the complex technical language of wealth firms and vendors and translating it into messaging that resonates with the end-client user, focusing on how the tech solves problems and improves their lives. The Power of an Authentic Brand: Building a strong brand requires authenticity. While channels like video and podcasts are popular, Liz advises advisors to identify their authentic self and be confident in the communication medium that feels most natural. Culture as Authenticity: She emphasizes that a true unique culture is built on authenticity, which leaders must encourage and model internally. Starting with small, honest admissions makes it a safe space for others to be their true self, which is less exhausting than “playing a character.” AI and Human Connection: Liz believes technology and marketing are now inseparable. She sees AI not as a replacement, but as a tool to deepen human connection. By handling operational tasks, AI creates the most valuable resource—time—allowing advisors to engage in “more humanness,” such as proactive client conversations and personal outreach. Standing Out in the AI Era: As AI-generated content becomes “table stakes” and generic, the authentic, “in-color” outliers, specifically the people who dare to be themselves and offer unique perspectives, will be easier to spot and will naturally attract attention and trust. Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.  Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial. Liz Fritz is the Co-Founder of F2 Strategy and is a separate entity and not affiliated with Integrated Partners and LPL Financial.

The Moneywise Radio Show and Podcast Friday, January 23rd BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Vivian Cao & Michelle Valverde of the KC Asian Chamber of Commerce  website: https://kernasianchamber.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Vivian Cao, Michelle Valverde and their company are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

The Moneywise Radio Show and Podcast Thursday, January 22nd BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Daniel Rodriguez, Founder & President of Rodriguez Law website: https://www.rodriguezlaw.net/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Daniel Rodriguez and their company are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

You've reached the top of the mountain... but the view feels strangely hollow.In this episode of the Uncommon Leadership Podcast, Michael Hunter from Uncommon Teams and Julie Murphy from JMC Wealth Management dive into the systemic trap of the "Rich but Empty."Most high-performing tech leaders believe that once the zeros in the bank account align, everything else will fall into place. But if you aren't aligned with yourself, those zeros don't solve the problem—they just amplify the disconnect.Tune in to explore how to stop repeating the patterns of your past and start driving in the ruts that actually lead to freedom because success doesn't have to be as bumpy as you're choosing for it to be.Check out Michael's YouTube channel to watch the full video: https://youtu.be/s2LG-9SfdiI?si=rrnx_i2-lJ8xm-veDiscover the power of a heart-centered approach! Join my free workshop where you'll share your challenges and gain valuable insights to move forward. Sign up for the workshop here: https://www.impactyourlifenow.com/impact-workshop-registration-evergreen-socialsGet my audio book! https://www.impactyourlifenow.com/ayw-book-order-pageThe Four Spiritual Laws of Money: https://www.impactyourlifenow.com/the-4-spiritual-laws-of-moneyJoin Julie on her mission to heal the world financially.Julie Murphy CLU, ChFC, CFP®, is an independent CERTIFIED FINANCIAL PLANNER™, author, and media expert who wants you to heal your emotions to prosper financially and in life.To Schedule Julie on Your YouTube or Podcast Show... Please email Julie at Julie@JulieMurphy.comhttps://juliemurphy.com/Join our community on social media!http://facebook.com/AwakenWithJuliehttps://www.tiktok.com/@awakenwithjuliehttp://Instagram.com/AwakenWithJuliehttps://www.youtube.com/c/JulieMurphyhttps://anchor.fm/juliemurphyhttp://Twitter.com/AwakenWithJuliehttps://www.linkedin.com/in/juliemariemurphyTOO MANY PEOPLE HAVE FEARS AND OTHER UNHEALTHY EMOTIONS AROUND MONEY. Whether you were born rich, poor, or somewhere in between, money has always been an integral part of your life. However, too many people have fears and other unhealthy emotions around money. These debilitating beliefs are often subconscious, shaped by a lifetime of early experiences seen through other people—not based on objective reality. So can you break free from these restrictive beliefs and emotions, be able to “dream big,”—and actually accomplish your hopes and dreams? The answer is yes: Now, there is a way to harness the powerful energy around money and build real wealth.Beyond Your Wildest Dreams, LLC has no affiliation with LPL Financial, Sequoia Wealth Management, or JMC Wealth Management, Inc.

Investing doesn't require a fortune — just a willingness to begin with what you have. That's the message Mark Biller, Executive Editor and Senior Portfolio Manager at Sound Mind Investing, emphasizes as he encourages listeners to start small, stay consistent, and keep investing simply as an act of faithful stewardship.Biller starts by reminding beginners that wise investing is built on a solid financial foundation. Before putting money at risk in the markets, he urges individuals to pay down high-interest consumer debt, establish a modest emergency fund, and follow a spending plan. Paying off double-digit credit card debt offers a guaranteed return that most investments struggle to match. The exception comes when an employer offers matching contributions in a retirement plan—since a match functions like an immediate return on contributions, it's often worth taking advantage of even while still eliminating smaller debts.For those ready to invest, workplace retirement plans—such as 401(k)s—are typically the best place to begin. They offer three major benefits: tax-advantaged growth, automatic contributions that promote consistency, and, in many cases, employer-matching contributions. Biller calls the match “free money,” noting that it's effectively part of an employee's compensation and should not be left on the table. For listeners without a workplace plan, an IRA—and especially a Roth IRA for younger workers—provides similar tax advantages and helps develop long-term investing habits.New investors often feel overwhelmed by the sheer volume of financial information available today. Biller warns that waiting until you “know everything” often results in never starting at all. The more important step is to build momentum by contributing regularly, even in small amounts. Investing is a habit, and habits gain strength through repetition.To keep things simple, Biller recommends relying on broad, low-cost index funds—often available through both workplace plans and discount brokerage firms. Index funds offer immediate diversification, require minimal expertise, and allow investors to learn gradually without taking on unnecessary risk. More sophisticated strategies can come later; simplicity removes barriers at the beginning.Alongside practical guidance, Biller highlights several behavioral realities: choose a few trusted financial voices, tune out noise that stirs fear or greed, and resist a false urgency to time the market. Successful investing requires patience and emotional steadiness more than constant research.As the conversation wraps up, Biller offers encouragement: while investing can appear complex, most of the benefits come from a few basic disciplines. You don't need large sums to begin; time in the market is your greatest ally. Maintain a heart-level posture as a steward, trusting that God can multiply small beginnings into meaningful long-term outcomes. Wise investing is ultimately an expression of faithful management, not accumulation for its own sake.To learn more about Sound Mind Investing, you can go to SoundMindInvesting.org. On Today's Program, Rob Answers Listener Questions:My wife and I have been blessed, and through our business and frugal lifestyle, we've saved a significant amount. We also partner in projects in Haiti, Honduras, and El Salvador. Right now, we have about $250,000 in a stock account and $400,000 with LPL Financial. Would it be smarter to consolidate those investments to make them easier to manage and potentially grow faster? I'd appreciate your advice.Resources Mentioned:Faithful Steward: FaithFi's Quarterly Magazine (Become a FaithFi Partner)Sound Mind Investing (SMI)Starting Small, Finishing Well by Joseph Slife (SMI Article)Wisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA)FaithFi App Remember, you can call in to ask your questions every workday at (800) 525-7000. Faith & Finance is also available on Moody Radio Network and American Family Radio. You can also visit FaithFi.com to connect with our online community and partner with us as we help more people live as faithful stewards of God's resources. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Moneywise Radio Show and Podcast Wednesday, January 21st  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Dr. Richard Gearhart, Professor of Economics at CSUB website: https://rgearhart1.wixsite.com/csubeconomist The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Richard Gearhart and their company are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

The Moneywise Radio Show and Podcast Tuesday, January 20th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: John Duffield, CPA/MST website: https://www.bakersfieldaccountants.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. John Duffield and their company are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

The Moneywise Radio Show and Podcast Wednesday, January 14th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Allyn Medeiros, Agape Mortgage  website: https://allynmedeiros.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Allyn Medeiros and their company are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].