Podcasts about lpl financial

In this week's episode of Women and Wealth, Regina is joined by Tevia Hoalst, owner and founder of TeKoda Accounting! Tevia is a catalyst for small business owners and entrepreneurs. She is passionate about empowering founders and business owners through giving them confidence in their numbers to make data-driven business decisions. In a nutshell: Tevia takes businesses to the next level with next level insights and firm guidance on the numbers. She sits down with Regina to talk more about TeKoda, her journey to where she is now – both as a mom and an owner – as well as sneak peek into her vision for retirement, some advice for other professional women and much more!   Episode Highlights:   0:00 - Introduction 0:37 - Intro to Tevia 3:10 - What companies and industries Tevia likes to work with 6:49 - More on what Tevia does 9:10 - “What's your favorite thing about what you do?” 11:43 - Where you can go to learn more about  12:13 - Some of the challenges Tevia has faced as a professional woman 14:40 - Tevia's vision for retirement 18:34 - Action item and episode 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 TEVIA HOALST   Website: https://www.tekodaaccounting.com/ LinkedIn: https://www.linkedin.com/in/tevia-hoalst/   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 MFS Investment Management. MFS Investment Management is not affiliated with Forge Wealth Management, Private Advisor Group, or LPL Financial.  

Adam Turnquist, chief technical strategist at LPL Financial says he expects the market has enough momentum to break through to new record highs, and soon. Led by tech stocks, Turnquist expects the move off the April lows to continue, though he acknowledges that the macro backdrop "is extremely messy." If the market can overcome trade uncertainties, Turnquist says that when new highs are achieved three months apart, it is typically a good sign that a volatile market can continue overcome bad news and continue upward trends. The NAVigator segment features an interviewed taped in New York at the Active Investment Company Alliance BDC Forum with Tonnie Wybensinger, head of government relations for the Small Business Investors Association, an industry advocacy group who discusses current legislation that would give BDC investors a tax break and how legislation on esoteric subjects like business-development companies gets passed. Natalie Iannello, discusses a Howdy.com survey which showed that the average American now believes they need $105,000 a year to live comfortably, which is a problem when you consider that other research shows the average American salary at about $66,000. Plus, it's Chuck birthday, and he shares a birthday wish for his financial situation, and yours.

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

**Connect with Us:**- Subscribe on YouTube: https://www.youtube.com/@fordfinancialgroup- Subscribe to the Casual Friday - Financial Insights podcast: Apple and Spotify- Share your stories or questions:  info@FordFG.com- Find us on the Web: FordFG.comThe opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.There is no assurance that the views or strategies discussed are suitable for all investors. To determine which investment(s) may be appropriate for you, consult your financial professional prior to investing. Investing involves risks including possible loss of principal. No investment strategy or risk management technique can guarantee return or eliminate risk. Indexes are unmanaged statistical composites and cannot be invested into directly. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges. The economic forecasts set forth in this material may not develop as predicted.The advisors of Ford Financial Group are Registered Representatives with and securities are offered through LPL Financial member FINRA/SIPC. Investment advice offered through Perennial Investment Advisors, a registered investment advisor. Ford Financial Group and Perennial Investment Advisors are separate entities from LPL Financial. Ford Financial Group, Perennial Investment Advisors, and LPL Financial do not provide tax advice or services.Send in your questions!

It's supposed to be easy when you are in the flow, and that's when you know you're in soul alignment. ✨ Feel the inner peace as you realize things don't have to be so hard, embracing change and trusting the universe. Discover the power of this wisdom!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/juliemariemurphy00:00 Introduction00:10 Be Yourself and Everything Will Fall Into Place04:28 The EndTOO 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.

Andrew Deck, vice president and head of alternative investments with LPL Financial, explains the purpose and contents of the firm's new LPL Alts Connect and its Alts Learning Hub. (06/2025)

Andrew Deck, vice president and head of alternative investments with LPL Financial, explains the purpose and contents of the firm's new LPL Alts Connect and its Alts Learning Hub. (06/2025)

In this week's episode of Women and Wealth, Regina examines one of the most difficult situations a person will ever have to face. Losing a spouse.   From the essential first steps every widower should take, like gathering important documents and handling insurance claims to managing joint accounts and updating beneficiaries – Regina will cover every step of the process and guide you through this traumatic and stressful time.   Episode Highlights:   0:00 - Introduction 0:31 - Navigating life as a widow 2:03 - Avoid making major life decisions for at least a year 3:16 - Get your spouse's death certificate 3:41 - Organizing next steps, paperwork, social security and other details 11:01 - Taxes and tax payments 12:44 - Lean on your support system 14:23 - Utilize support groups, stay active 15:47 - Action item and episode 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   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 MFS Investment Management. MFS Investment Management is not affiliated with Forge Wealth Management, Private Advisor Group, or LPL Financial.  

Roger and Elias discuss often overlooked costs of retirement plus signs you may need help from a financial professional.  Take control of your financial future: https://www.btwealthshow.com/start-planning 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 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. Asset allocation does not ensure a profit or protect against a loss. 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 no guarantee of future results. All indices are unmanaged and may not be invested into directly. Contributions to a traditional IRA may be tax deductible in the contribution year, with current income tax due at withdrawal. Withdrawals prior to age 59 ½ may result in a 10% IRS penalty tax in addition to current income tax. 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. 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 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 required minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA. Premier Investments & Wealth Management and LPL Financial do not provide specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

Leisa Peterson is a money mindset coach, author, and financial educator who helps people transform their relationship with money. With over 25 years of experience in financial services, she founded WealthClinic to help people overcome financial anxiety and build wealth from a holistic perspective. Leisa is the author of "The Mindful Millionaire" and hosts The Art of Abundance podcast. She combines practical financial strategies with mindfulness practices to help clients create lasting abundance.Website: https://wealthclinic.com/The Money Catalyst Book: https://moneycatalystbook.com/ FREE GIFTS including 47 page journal and 10+ guided meditations for book purchase by filling out simple opt-in.o Instagram: https://www.instagram.com/leisapeterson/o LinkedIn: https://www.linkedin.com/in/leisapeterson/o Facebook: https://www.facebook.com/leisapetersoncoach/o YouTube: https://www.youtube.com/c/LeisaPetersonWealthClinicDiscover 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 week's episode of Women and Wealth, Regina sits down with a guest whose commitment to service is second to none. Dr. Kristin Meyer is Co-Founder at The REACH Group – an organization that empowers families with personalized guidance and advocacy, bridging the gap between families and schools and ensuring every child's needs are met with expertise and compassion. Kristin's work supports some of the most vulnerable in our society and her guidance is critical for parents of children with disabilities. She joins Women and Wealth to expand on her mission and the depth of her passion for helping others. Additionally, Kristin shares her experience as a professional woman, her plan for retirement and much more!   Episode Highlights:   0:00 - Introduction 0:31 - Intro to Kristin Meyer 3:51 - Diving deeper into Kristin's work 7:51 - First steps in Kristin's process, evaluations 12:13 - Where you can learn more about REACH 13:58 - Challenges Kristin has faced as a professional woman 19:24 - Kristin's vision for retirement 23:52 - Episode 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 DR. KRISTIN MEYER   Website: https://thereachgroup.net/ LinkedIn: https://www.linkedin.com/in/dr-kristin-meyer-68450b16a/ 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.  

Roger and Elias discuss how advances in medicine could impact the future of financial planning, what you should consider before buying a boat, and 4 of the most common financial mistakes investors make. Take control of your financial future: https://www.btwealthshow.com/start-planning 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 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. Asset allocation does not ensure a profit or protect against a loss. 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 no guarantee of future results. All indices are unmanaged and may not be invested into directly. Contributions to a traditional IRA may be tax deductible in the contribution year, with current income tax due at withdrawal. Withdrawals prior to age 59 ½ may result in a 10% IRS penalty tax in addition to current income tax. 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. 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 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 required minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA. Premier Investments & Wealth Management and LPL Financial do not provide specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

Alissa Coram and Ken Shreve analyze Wednesday's market action and discuss key stocks to watch on Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices

  Just graduated and feeling overwhelmed by the job hunt? Regina has your back. In this week's episode, join Regina as shares her practical, no-fluff tips to help you navigate the job market post-graduation with confidence and clarity. From search tips and resume building to getting interview ready, budgeting and a few tricks you may have not heard before.. This is the ultimate crash-course in ensuring you have the best chance of landing a job – and most importantly, on your feet – after you graduate.   Episode Highlights:   0:00 - Introduction 0:39 - Job search tips for upcoming college graduates 1:56 - Have a strong resume 3:26 - Work on your LinkedIn profile 5:44 - Get interview ready 7:08 - Clean up all your socials 10:20 - Be open to new experiences 13:16 - Reach out to others in your industry 14:49 - Find a mentor 15:46 - Consider volunteering, add another internship 17:01 - Eliminate unnecessary expenses 19:28 - Put the credit cards away 20:39 - Some resources that may help 21:25 - Episode 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 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 MFS Investment Management.  MFS Investment Management is not affiliated with Forge Wealth Management, Private Advisor Group, or LPL Financial.  

Roger and Elias discuss the rise in student loan delinquencies and how it could impact the economy and your finances. Plus a discussion on what the recent U.S. debt downgrade means for your money and how adaptive planning can help in your pursuit to financial freedom.  Take control of your financial future: https://www.btwealthshow.com/start-planning 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.   All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly.  Premier Investments of Iowa, Inc. 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 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.  All investing involves risk including possible loss of principal. 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  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. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against loss. #personalfinance #retirementincome #financialplanning #financialfreedom #financialadvisor #retirement #investing #stockmarket #mortgage 

In this week's episode of Women and Wealth, Regina sits down with a guest that is tackling a serious issue that nearly every entrepreneur, small business owner and founder faces: “I used to run my business. Now it runs me.” Amy Holtz is a Certified EOS Implementer for EOS Worldwide specializing in helping entrepreneurs and non-profit leaders build their businesses and achieve their goals through helping to implement a complete, proven system with simple, practical tools. Amy joins Regina to discuss what she has experienced first hand as a professional woman as well as the challenges and obstacles she's faced. Additionally, Amy shares her vision for retirement, more about EOS and her mission for her clients, and what she means by “success is about sustained discipline”.   Episode Highlights:   0:00 - Introduction 0:39 - Intro to Amy  2:36 - More about EOS 7:26 - “Success is about sustained discipline” 10:25 - Challenges Amy has experienced as a professional woman 13:41 - Amy's vision for retirement 14:45 - What type of person does Amy add the most value to? 18:39 - Action item and episode 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 AMY HOLTZ   LinkedIn: https://www.linkedin.com/in/amykholtz/ Email: amy.holtz@eosworldwide.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.  

Roger and Elias tackle the subtle yet impactful phenomenon of lifestyle inflation—the tendency to increase spending as income rises. They explore ten practical strategies to help you maintain financial discipline and focus on long-term goals. Whether you're experiencing a salary increase, a promotion, or simply aiming to improve your financial habits, this episode offers insights to help you avoid the common trap of lifestyle inflation. Take control of your financial future: https://www.btwealthshow.com/start-planning 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.   All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly.  Premier Investments of Iowa, Inc. 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 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.  All investing involves risk including possible loss of principal. 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  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. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against loss. 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 1/2 and has held their Roth IRA for at least five years. #personalfinance #retirementincome #financialplanning #financialfreedom #financialadvisor #retirement #investing #stockmarket #mortgage 

 Are you getting your trading advice from Hollywood? Pie-Chart Advisors like LPL Financial are willing to try anything – including a pricey new ad campaign starring Hollywood actress Anna Kendrick – as the shop digs into setup progression with OKTA, RBRK, and UBER and how a look back at 2023's powertrend may reveal where […] The post Does Your Advisor Look Like This? | Your Money Podcast – Episode 546 appeared first on Revere Asset Management.

Upthinking Finance™ is now trademarkedToday's guest is Charles Hugh Smith, a returning voice of insight and critique. As the founder of the long-running blog OfTwoMinds and a published author, Charles has explored the intersections of society, economics, and technology since 2005. His thought-provoking work is featured across platforms, including Patreon and Substack. Today's interview explores how growing economic inequality and loss of opportunity in America have fueled cultural fragmentation, political polarization, and a crisis of identity, creating a need for value-driven social change.You will want to hear this episode if you are interested in...Welcome to Upthinking Finance (00:00)Charles Smith's concern about polarized ideologies (2:00)The class and generational division of assets (10:00)Are people losing their value? (19:20) How to have a spiritual renewal from a social revolution (22:00)The need for common values (32:00)How to create reform “cold turkey” (37:00)Anti-progress and how to overcome it (42:50)Polarization and Denial Are Undermining Meaningful DialogueCharles explains that public discourse has become dangerously polarized, with people retreating into ideological camps and rejecting compromise. He highlights how America has become increasingly divided economically, geographically, and generationally. This "us vs. them" mentality replaces honest discussion with coercion and moral superiority, which stifles real engagement. He connects this to hypernormalization, a societal state where everyone knows the system is broken but continues pretending otherwise, avoiding the hard truths that real change requires.Structural Inequality Is Driving Cultural DivisionAmerica's divide isn't just political, its division is rooted in real economic and generational inequalities. Charles explains how older generations and urban elites benefited from globalization and cheap assets, while younger and rural Americans were left behind. As opportunity shrinks, people seek identity and purpose in cultural or political tribalism. This fuels resentment, virtue signaling, and a sense of powerlessness that further fragments society.Social Change comes from Common ValuesReal change starts with people, not the government. Looking at U.S. history, especially in the 1960s and '70s, it was regular people who changed their values first, like caring about the environment, and only then did the government respond. So the process of change goes: values shift, then priorities shift, then systems and incentives follow. Institutions are slow and often driven by old interests, so if we want real progress, it has to come from individuals rethinking what matters. Charles encourages people to keep speaking on it, offering better ideas in hopes of slowly changing minds and, eventually, the system.Charles Hugh Smith is not affiliated with or endorsed by LPL Financial or Capital Investment Advisers.Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Resources & People MentionedCharles Hugh Smith | Self-reliance, invest in yourself, Degrowth,...

In this week's episode of Women and Wealth, Regina is addressing the marketing and the recent shake-up that we've seen with rumblings of a recession and more (or less) tariffs on the way. We all know that the market can be volatile, but with so much recent uncertainty, it can be difficult to stay calm and keep your head. From both an emotional and strategic perspective, Regina will give you the key points you need to focus on to avoid mismanaging your 401k, retirement or investments in general. Additionally, you'll get an excellent working overview of how the market reacts in situations similar to what we're seeing now, how you can hedge against downturns in the future, understanding risk and more.   Episode Highlights:   0:00 - Introduction 0:36 - The market, recent disruptions 2:44 - Understanding market movements 6:31 - Volatility is normal 7:53 - Control your emotions and behavior 9:45 - Take a longer view 11:24 - Compounding (and how it works) 13:33 - Diversification benefits 15:27 - Investments should align with your goals 18:10 - Importance of rebalancing 19:43 - Understanding risk 21:05 - Benefits of working with a professional 25:05 - Episode 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 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.  

Roger and Elias discuss the economy and recent consumer spending trends. Plus they share money tips for recent grads to help them get started on the right foot.  Take control of your financial future: https://www.btwealthshow.com/start-planning 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.   All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly.  Premier Investments of Iowa, Inc. 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 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.  All investing involves risk including possible loss of principal. 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  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. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against loss. 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 1/2 and has held their Roth IRA for at least five years. #personalfinance #retirementincome #financialplanning #financialfreedom #financialadvisor #retirement #investing #stockmarket #mortgage 

In this episode of The Nine, Sarah Walter welcomes Cheri Belski, Head of Investment Management Solutions at LPL Financial, for a dynamic conversation on leadership, adaptability, and the evolving future of asset and wealth management.Cheri shares how an unconventional path—from politics to portfolio strategy—fueled her growth and helped her develop a mosaic view of the industry. From betting on herself in pivotal career moments to leveraging curiosity as a strategic tool, her story is a masterclass in career agility. She also offers powerful insights on how firms can blend technology and human connection to create client experiences that truly stand out.More at nicsa.org/podcasts

In this week's episode of Women and Wealth, Regina is joined by a guest that has really reached the holy grail: Owning your very own cookie company. Seriously, can you imagine? Tina Phillips is co-owner of the Famous 4th Street Cookie Company, an award-winning, nationally recognized cookie brand – and the Famous Cookie Creamery, an ice cream sandwich shop franchise. Regina sits down to discuss 4th Street with Tina – it's genesis, the scale of the operation and of course – all of their tasty offerings! And lastly, any Women and Wealth episode wouldn't be complete without exploring obstacles that professional women face – which Regina explores with Tina as a business owner.. as well as checking out what she has in mind for retirement and the next chapter of her life. Episode Highlights:   0:00 - Introduction 0:43 - Intro to Tina Phillips 3:58 - More into 4th Street Cookies 6:34 - Tina explains the bakery arm of 4th Street 7:38 - 4th Street's focus on freshness 10:18 - Some challenges Tina has faced as a professional woman 12:47 - Tina's vision for retirement 16:34 - Putting in the work to keep the business running (and successful) 18:41 - Episode 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 TINA PHILLIPS   Website: https://famouscookies.com/ LinkedIn: https://www.linkedin.com/in/tina-phillips-ceo/ 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.  

Running a business is demanding—but so is planning for your own financial future. In this episode, we explore the challenges and opportunities business owners face when it comes to personal financial planning. From separating business and personal finances, to tax-efficient retirement strategies and succession planning, we'll break down the key steps every entrepreneur should take on their path to financial independence. Take control of your financial future: https://www.btwealthshow.com/start-planning 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.   All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly.  Premier Investments of Iowa, Inc. 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 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.  All investing involves risk including possible loss of principal. 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  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. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against loss. This recording contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it intended as any financial or tax advice. For information about specific insurance needs or situations, contact your financial professional. This video is intended to assist in educating you about insurance generally and not to provide personal service. They may not take into account your personal characteristics such as budget, assets, risk tolerance, family situation or activities which may affect the type of insurance that would be right for you. In addition, state insurance laws and insurance underwriting rules may affect available coverage and its costs. Guarantees are based on the claims paying ability of the issuing company. If you need more information or would like personal advice you should consult an insurance professional. #personalfinance #retirementincome #financialplanning #financialfreedom #financialadvisor #retirement #investing #stockmarket #mortgage 

Jeffrey Roach, chief economist at LPL Financial, says that while the economy is starting to point towards likely outcomes — an economic slowdown that leads to stagflation but likely stops short of recession — the extremes are still possible. That means the outcomes run from a potential trade war to a no-landing scenario until at least 2026. Roach discusses the challenges faced by international economies and markets right now, as well as whether stagflation or recession is worse for consumers. Greg McBride, chief financial analyst at BankRate.com, discusses what he expects to hear from the Federal Reserve later this week, but also notes that investors who are scared of the current markets can find safe havens in banking products, once again creating CD ladders that can deliver above-inflation returns while also dealing with rate cuts likely to arrive later this year. Plus Robert Farrington, founder of The College Investor, discusses the end of student-loan relief that has been in place for the last five years, with more than 40 million Americans now facing consequences if they can't repay student loan debt. He talks about what borrowers can do to ease the burden and reduce its impact on their finances.

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

In this week's episode of Women and Wealth, Regina is breaking down a necessary part of everyone's financial health:    Making a budget. …and like most topics on money, it can be difficult for people to sit down and think about – which is why Regina is making it easy and going over a specific plan that can get you started if you haven't already – the “50/30/20” budget.   Additionally, Regina elaborates on spending, saving, debt repayment and the glue that holds any budget together, accountability. Episode Highlights:   0:00 - Introduction 0:38 - Financial literacy 2:19 - Budgeting 4:19 - 50/30/20 Budget Rule 5:46 - Breaking down “your wants” 8:08 - Your savings and debt repayment 10:16 - Accountability 14:30 - 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 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.  

April is Financial Literacy Month. Roger and Elias share ways we can help our kids understand money and create good financial habits from a young age. Plus they discuss how to spend your tax refund. Take control of your financial future: https://www.btwealthshow.com/start-planning 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.   All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly.  Premier Investments of Iowa, Inc. 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 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.  All investing involves risk including possible loss of principal. 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  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. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against loss. #personalfinance #retirementincome #financialplanning #financialfreedom #financialadvisor #retirement #investing #stockmarket #mortgage 

Find the courage to be your true self! This may be hard to do since many of us are used to putting the others around us first. But when we make the change to be our true selves and put ourselves first, the benefits are endless!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 week's episode of Women and Wealth, Regina invites Stephanie Cleck to the show to share her journey as a business owner and true innovator. Her company, Concihairge provides a one-of-a-kind service in which professional hair stylists come directly to the comfort of your home, office, studio, or hotel suite – which is perfect for busy professionals, brides-to-be, or new mothers – the very situation that inspired Stephanie to start Concihairge in the first place!   In addition to Stephanie's experiences as a female business owner and her vision for retirement – she shares more of her path to starting her own business, how she's made it all work as a wife and mother of three and the technology being developed to launch Concihairge to the next level. Episode Highlights:   0:00 - Introduction 0:39 - Intro to Stephanie Cleck 3:18 - More about Stephanie's service 9:37 - Creating the technology to support her business 11:24 - A challenge Stephanie has faced as a professional woman 14:08 - Stephanie's vision for retirement 16:19 - Call to action 16:50 - Episode 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 STEPHANIE   Website: https://www.concihairge.com/stephanie-cleck/ LinkedIn: https://www.linkedin.com/in/stephaniecleck/ 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.  

Roger and Elias look at the reasons many investors fail in the pursuit of their financial goals and share tips & tools to help put you on a better path.  Take control of your financial future: https://www.btwealthshow.com/start-planning 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.   All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly.  Premier Investments of Iowa, Inc. 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 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.  All investing involves risk including possible loss of principal. 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  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. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against loss. #personalfinance #retirementincome #financialplanning #financialfreedom #financialadvisor #retirement #investing #stockmarket #mortgage 

In this week's episode of Women and Wealth, Regina tackles an uncomfortable topic most people don't enjoy talking or even thinking about: Estate planning. The thing is, it's not just a crucial step for your legacy like most people think – it's also important should you become incapacitated yourself. What boils down to a simple list of instructions can get complicated fast. Proper planning can save your loved ones a lot of confusion, effort  and headaches in the future. Regina also covers some easy steps you can take right now to ensure to augment your estate planning, as well as an action item that should start you in the right direction. This episode is the perfect crash-course even if you have some plans for your estate already in place. Episode Highlights:   0:00 - Introduction 0:37 - Beginning of episode 1:43 - What happens if you don't have a will 4:13 - What to do first with your will 7:26 - Your ‘living will' 8:09 - Appointing an executor 11:08 - Include previsions for minor children 12:33 - End of life care 15:11 - Keep a card sized outline of your will/directives 15:46 - Make sure everyone has a copy 16:07 - Healthcare POA vs. durable power of attorney 19:04 - Make sure your beneficiaries line up across all documents 22:31 - Privacy and revocable living trusts 24:44 - Action item: take care of YOU 25:40 - Episode 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 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.  

Roger and Elias discuss the recent increase in market volatility and how tariffs will impact investors moving forward.   Download our Guide to Market Volatility: www.premieriwm.com/guide  Download our Guide to Navigating the Impact of Tariffs: www.premieriwm.com/tariff-guide  Take control of your financial future: https://www.btwealthshow.com/start-planning 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.   All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly.  Premier Investments of Iowa, Inc. 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 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.  All investing involves risk including possible loss of principal. 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  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. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against loss. 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. #personalfinance #retirementincome #financialplanning #financialfreedom #financialadvisor #retirement #investing #stockmarket #mortgage 

Originally aired 4/9/2025  In this week's GRFTFS, we're joined by our Chief Investment Officer, Andrew Beatty, to take a look at the recent tariffs imposed by President Trump. What could this mean for the markets and the economy? And more importantly, what does this mean for YOU?  If you've got a question for Andrew or the GenWealth Team, give us a call or text at 501.381.5228 or send an email show@getreadyforthefuture.com!  Disclosure: Andrew Beatty of LPL Financial consults with GenWeath as our Chief Investment Officer 

In this video, we dive into the key questions you need to ask yourself about your financial future. Discover how to gain clarity and take actionable steps toward where you want to be financially.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 video I dive into the topic of money patterns and the emotion behind money. This topic is one of my favorites as I am sure we can all relate to the emotions behind our money.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 week's episode of Women and Wealth, Regina is joined by Alvina Peat! As Alvina puts it, she “inspires people to take control of their careers” – but more specifically, she is a catalyst for success in the workplace across several different industries. Through effective interpersonal skills workshops and coaching, Alvina helps individuals become their most engaged and productive at work. Alvina sits down with Regina to share the vision and process behind her newest book and most importantly: how she empowers her clients. Additionally, Regina explores Alvina's experience as a woman in the workplace, and the inspiration behind Alvina's focus on female empowerment through her writing and H.E.R. workshops. Episode Highlights: 0:00 - Introduction 0:35 - Intro to Alvina 1:13 - Who works well with Alvina? 4:44 - More about Alvina's book 11:30 - Challenges faced as a working woman 15:28 - Alvina's vision for retirement 16:38 - Action items 19:05 - Episode 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 ALVINA LinkedIn: https://www.linkedin.com/in/alvinapeat/ Website: www.alvinapeat.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.

Roger and Elias discuss strange economic indicators and what they can tell us about where the economy is headed.  Download our Guide to Market Volatility: www.premieriwm.com/guide  Take control of your financial future: https://www.btwealthshow.com/start-planning 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.   All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly.  Premier Investments of Iowa, Inc. 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 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.  All investing involves risk including possible loss of principal. 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  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. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against loss. 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. #personalfinance #retirementincome #financialplanning #financialfreedom #financialadvisor #retirement #investing #stockmarket #mortgage 

"Can I set up a trust that incentivizes my heirs to make responsible financial decisions?" We're answering YOUR questions on this week's Get Ready For The Future Show!  Can you tell me more about indexed universal life investments? Do we need a "spousal IRA" to keep our retirement savings on track? Why shouldn't I just simply pull from my 401(k) what I need to live on above my Social Security?  And if you've got a question you want answered on the show, call or text 501.381.5228! Or email your question to show@getreadyforthefuture.com!  Originally aired 4/2/2025 Disclosure: GenWealth Financial Advisors and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.

Tariff announcements cause market chaos           In an effort to balance trade relationships across the globe, several new tariff announcements were made on April 2nd. This caused the markets to decline sharply in Thursday's session with the Nasdaq closing down nearly 6% and the S&P 500 closing down nearly 5%. I must say I was not necessarily surprised by that decline, but was more surprised by the run up in the market in the days leading up to the announcement. The administration has been talking about these tariffs for months and I for one was not necessarily surprised by the actions they plan on taking. The U.S. will be implementing a baseline tariff rate of 10% on all countries and that goes into effect on April 5th. After research into trade practices from other countries including tariffs, currency manipulation, and trade barriers the U.S. will also be implementing higher duties on several countries. This includes an additional 34% on China, which comes on top of the previous tariffs for a new effective rate of 54%. According to the administration, this compares to a calculated tariff rate of 67% from China. Other tariffs included a 20% rate on the European Union vs a 39% calculated rate on our goods, a 46% rate on Vietnam vs a 90% calculated rate on our goods, a 32% rate on Taiwan vs a 64% calculated rate on our goods, and a 24% rate on Japan vs a calculated rate of 46% on our goods. This is just a small sample as more than 180 countries and territories will be facing these reciprocal tariffs. The problem here is the bottom for stocks might not be in as there will likely be continued announcements from other countries with their response. Some countries like China, France, Canada, and Germany have responded with a combative tone and a promise to fight back. I continue to believe this trade war will not be solved overnight, but I must say with the pullback there definitely appears to be some opportunities surfacing. I'd be careful waiting for the all clear on this as by the time that comes, you may have missed some great opportunities.     Trade barriers increase around the world It is not just the US that is increasing tariffs, many countries around the world are also increasing their tariffs. There are some economists predicting that we could be headed to the biggest increase in protectionism since the 1930s, when the Smoot-Harley tariff act was in place. Back then the average tariff rate in the US was nearly 30%. Today it is around 8.4%. When it comes to the group of 20 leading economies in the world, there are roughly 4650 import restrictions, of which the US has roughly 1000. The EU, China, Canada, Mexico account for roughly 700 restrictions with the other 15 countries accounting for 3000 restrictions. Some people feel the United States is being aggressive by adding all these tariffs to products coming in to our country, but when you look at the numbers and the facts, it appears we are just playing catch-up and we are way behind the rest of the world as they have been putting tariffs on our products going into their countries. I don't understand why we are singled out as being such a bad country and unfriendly to other countries just because we want free trade in the world. I'm sure if they dropped their tariffs, we would do the same.   Jobs Report shows some positive news on a difficult day for the market With all the news around tariffs and trade, it's almost like everyone forgot that a jobs report was released on Friday. Job growth remained very healthy with nonfarm payrolls increasing by 228,000 in the month of March. This easily topped the estimate of 140,000 and was a nice increase compared to February's reading of 117,000. The previous two months did see negative revisions of 34,000 in the month of February and 14,000 in the month of January. The unemployment rate did tick higher to 4.2% from last month's reading of 4.1%, but this was largely due to an increase in the labor force participation rate. A major positive on the inflation front was wage inflation came in at annual rate of 3.8%, which was down from last month's reading of 4.0% and was more in line with a healthy level that creates growing wages but puts less pressure on inflationary forces. I was surprised to federal government positions declined by just 4,000 in the month, but yet a report Thursday from Challenger, Gray & Christmas indicated Doge-related layoffs have totaled more than 275,000 so far. Apparently, the BLS noted that workers on severance or paid leave are still counted as employed, which would have a large impact on the employment numbers. It will be interesting to see how the employment situation shakes out in this category and if the private sector can absorb those lost jobs. It's hard for some to look through the noise of all the trade announcements, but I still believe the economy is in alright spot and the growing concerns for recession may be overblown.     What is a Solo 401(k)? A Solo 401(k) is a retirement savings plan designed for self-employed individuals or business owners with no employees. Also known as an individual 401(k), this plan offers significant tax advantages and higher contribution limits compared to other retirement accounts, such as SEP-IRAs.  One major advantage of a Solo 401(k) is the ability to contribute as both the employer and the employee. For 2024, the contribution limit as an employee is $23,000 (or $30,500 if age 50 or older), which can be made on a pre-tax or Roth basis. For employer contributions, the limit is up to 25% of compensation, bringing the total maximum contribution to $69,000 (or $76,500 for those 50+). Many plans now allow employer contributions to be made on a Roth basis as well. To be eligible, you must be a business owner with no full-time employees, which includes sole proprietors, independent contractors, freelancers, and small business owners. However, spouses of business owners may also participate, effectively doubling the possible contribution. Another key benefit is that a Solo 401(k) can be paired with backdoor Roth contributions, making it an attractive option for high-income earners looking for additional tax-advantaged savings. This offers a distinct advantage over Traditional IRAs and SEP-IRAs, which can trigger taxes on backdoor Roth conversions. A Solo 401(k) is an excellent retirement savings tool for self-employed individuals due to its high contribution limits and tax benefits. Additionally, some business owners may still be eligible to make a 2024 employer contribution if completed before the tax filing deadline.   Companies Discussed: LPL Financial Holdings Inc. (LPLA), Deckers Outdoor Corporation (DECK), Apple, Inc. (AAPL) & Delta Air Lines Inc. (DAL)

First time guest alert! Kevin Spaeth of PenChecks Trust joins as this week's special guest. Topics to include: LPL Financial acquiring Commonwealth Financial Network, the new Betterment Podcast, 401GO has a new partnership, the TikTok Financial Advice trend, and Schlichter strikes out again.

Recently I had the opportunity to be a speaker at the AssetMark Gold Forum conference. During my presentation I shared how important it is for people to align with their heart in order to live their best lives.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.

Roger and Elias discuss recent market volatility and how investors can prepare for the uncertainty ahead.  Download our Guide to Market Volatility: www.premieriwm.com/guide  Take control of your financial future: https://www.btwealthshow.com/start-planning 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.   All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly.  Premier Investments of Iowa, Inc. 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 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.  All investing involves risk including possible loss of principal. 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  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. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against loss. 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. #personalfinance #retirementincome #financialplanning #financialfreedom #financialadvisor #retirement #investing #stockmarket #mortgage 

LPL Financial, the largest independent broker dealer, is set to acquire Commonwealth Financial Network. Louis Diamond shares a perspective for Commonwealth advisors and LPL advisors alike and what the acquisition means for the industry at large.

In this week's episode of Women and Wealth, Regina is joined by Cigdem Knebel! The founder of Simple Words Books, Cigdem created both a product and a business unlike any other – and her “why”? Her very own son. Now, Cigdem's journey to improve fluency, comprehension, and reading confidence in those with dyslexia – still continues. Her decodable books lead the way in developing the reading skills of those who are differently-abled and even have served as a guide to other aspiring authors looking to make their own decodable books. Regina sits down with Cigdem to dive deeper into her story, her ‘why' and the challenges she faced in getting started (and maintaining) her business. As always with guests on Women and Wealth, Cigdem also shares the obstacles she dealt with in being a professional woman, her vision for retirement and some action items for the listeners to focus on in the coming weeks!   Episode Highlights:   0:00 - Introduction 0:43 - Intro to Cigdem 2:25 - “Reading is a fundamental skill” 5:09 - Who Cigdem works with 8:29 - Helping other authors like herself 11:03 - The challenges Cigdem has faced as a professional woman 16:22 - Cigdem's vision for retirement 22:34 - This week's ‘action item' 23:54 - Episode 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 CIGDEM   LinkedIn: https://www.linkedin.com/in/cigdem-knebelswb/ Website: simplewordsbooks.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 all make mistakes - but are there some financial mistakes that you could easily avoid? Roger and Elias break down 8 common financial mistakes and what investors should do instead. Take control of your financial future: https://www.btwealthshow.com/start-planning 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.   All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly.  Premier Investments of Iowa, Inc. 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 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.  All investing involves risk including possible loss of principal. 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  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. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against loss. 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. #personalfinance #retirementincome #financialplanning #financialfreedom #financialadvisor #retirement #investing #stockmarket #mortgage 

In this video I talk about how you have to reward yourself throughout your financial journey. By doing this we get to enjoy the money that we have while feeling motivated to continue our progress! What are you going to reward yourself with today?Get your FREE copy of the Emotion Behind Money TODAY: https://www.impactyourlifenow.com/ebm-book-order-pageDiscover 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-money00:00 Introduction00:13 How to Love Your Financial Life03:29 You Have to Reward Yourself04:03 Thank You For Watching!Join 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.

Starting over financially can feel overwhelming—especially after divorce, debt, and career setbacks. In this episode, I sit down with Melissa Hampton, a financial expert and mom who transformed her life after hitting rock bottom. She shares practical strategies for budgeting, debt repayment, and estate planning—plus the mindset shifts that helped her take control of her future.If you're feeling stuck financially, this episode is packed with actionable tips to help you break free from debt, start saving, and create long-term financial stability.Key Takeaways:✔️ How Melissa paid off significant debt and built financial security✔️ The snowball method for debt repayment and why it works✔️ Budgeting strategies to break the paycheck-to-paycheck cycle✔️ Estate planning essentials: Wills, trusts & protecting your family's future✔️ How to start investing & saving for retirement—even on a tight budget✔️ The power of financial mindset shifts and how to stay motivatedMelissa Hampton, CFP®, is the founder of Hampton Wealth Management, an independent firm through LPL Financial, specializing in investment management and financial planning for complex wealth strategies. With years of experience, she has helped thousands of clients navigate retirement, optimize their finances, and build lasting legacies. She is passionate about educating clients and providing actionable strategies to maximize their wealth potential, in addition to creating an ideal life full of purpose for herself and her two children.Connect with Melissa:www.hamptonwm.comOn Facebook Want a specific topic covered? Let me know here.After you listen to this, tag me on Instagram @aliciakrasko and let me know what you think!Get all the FREE RESOURCES here.Want to learn more about The Stepmom Side community? Here's where you get all the info. Looking forward to connecting with you on the inside.All things Alicia visit www.aliciakrasko.comGet on the list, get behind the scene info on Stepmom life, and tips delivered to your inbox.

Welcome to UNLEARN, the podcast where we will discuss the transformative journeys, innovative tactics, and the pivotal mindset shifts necessary for authentic progress and development. Today, I'm thrilled to welcome Kristie Edling-Day, the current Executive Vice President and Chief Information Officer of Advisor Technology at LPL Financial, and former Principal and Chief Information Officer at Vanguard, a pioneer in strategic development and information management.Kristie is not just a leader, she also loves helping young professionals grow and bringing new ideas to different industries. She is writing a book called ‘Innovate to Elevate: Transforming Markets and Minds in Southeast Asia', where she will share her knowledge. This book is perfect for anyone who wants to make a big difference in technology and business.Kristie has worked in the Financial Services industry for over 18 years, helping improve technology and develop new products. At LPL Financial, she manages Client Works, a platform that helps over 20,000 advisors with important tools for handling accounts, investments, trading, advisory programs, and compliance. She also leads LPL's strategy for AI and innovation, making sure the company uses the latest technology to improve its operations.Key Takeaways:Growing Businesses Worldwide: Kristie shares how to expand companies across different countries. Facing Challenges: Tips on handling problems in fast-growing industries. Learning and Adapting: Why being open to change and unlearning old ways helps with innovation. Using Personal Experience: How Kristie solves problems based on her own challenges.Additional Insights:Smart Strategies and Strong Operations: Kristie explains how these key skills can change industries. Succeeding in Fast-Growing Markets: How to handle challenges in quickly expanding businesses. Turning Experience into Innovation: How Kristie uses her own experiences to create better business solutions.Get ready for an insightful talk with Kristie Edling-Day on bringing fresh ideas into business strategies and building a culture of innovation and growth.Episode Highlights:[00:37] - Episode Introduction"Systems like LPL's ClientWorks platform are so important and they help over 20,000 advisors manage their work more effectively and stay compliant. "[01:35] - Guest Introduction: Kristie Edling-Day.“I did not join Vanguard thinking I wanted to be an executive in technology."[05:20] - Turning Point in Career Growth Choices and Embracing Uncertainty.“On my first day at the new job, I realized that I didn't really know the boss or even the names of all the divisions in the company."[10:05] - Nurturing Passion and Building Effective Leadership Teams"What are the things you were doing when you chose to stay late, didn't mind, and in fact, were excited or couldn't wait to get up the next day?"[16:28] - Adjusting to New Roles and Unlearning"I think it is one of the most profound realizations that two organizations can think about roles and define them very differently."[24:05] - Discovering Aha Moments in Personal Growth"Some of the things that helped you, like those aha moments? Now that you have new clarity, what are you doing differently?"[28:54] - The Need for Unlearning in Industry Evolution...

Chelle O'Keefe, SPHR is a seasoned HR executive with over 20 years of experience, specializing in fostering growth and vibrant workplace cultures. As Chief People Officer at Platinum Dermatology Partners, she drives initiatives that build cohesive cultures, optimize processes, and elevate company results. Previously, as EVP and CHRO at Associa, Chelle championed innovative HR methodologies and diversity initiatives, significantly reducing employee turnover and increasing leadership diversity. She holds a BS in Psychology from Texas A&M University and an MS in Industrial/Organizational Psychology from Capella University. Passionate about creating workplaces where people thrive, Chelle's expertise spans HR, change management, training, and marketing strategy.Janine Moore, AIF®, CPFA, CFS has over 25 years of financial services experience. She co-founded Peak Financial Group in 2002 and served as Principal until the HUB International acquisition in 2019. Janine specializes in 457(b) and 401(a) governmental deferred compensation plans and served as the City Director for the City of Houston's deferred compensation plan for six years. Recognized as a Top Women Advisor All Star and Captain, she has led professional and non-profit organizations committed to improving lives and promoting women in business. Janine holds a BA in Journalism and Public Relations from The Ohio State University and multiple registrations through LPL Financial. She is also registered with Global Retirement Partners as an Investment Advisor Representative. A proud veteran, she served as a Staff Sergeant with the Ohio Air National Guard and received the Air Force Achievement Medal. In this episode, Eric, Chelle O'Keefe, and Janine Moore discuss:Benefit philosophy mattersBuilding trust and partnershipThe potential for underutilized plans Building trust and transparencySimplify and educateKey Takeaways:Companies should intentionally develop a clear benefit philosophy that reflects their goals, demographics, and employee needs, rather than just maintaining a status quo plan.Successful service provider relationships are built on more than just expertise - they require listening, education, transparency, and the ability to have difficult conversations.Even seemingly neglected or underutilized 401(k) plans can be transformed through collaborative efforts, persistent advisors, and a commitment to participant outcomes.Financial professionals should focus on simplifying complex concepts, seeing the potential in plans, and educating clients in a way that doesn't make them feel overwhelmed or inadequate.“We are the reflection of all of the people that we spend the most time with.” - Chelle O'KeefeConnect with Chelle O'Keefe: LinkedIn: https://www.linkedin.com/in/chelleokeefe/ Connect with Janine Moore:LinkedIn: https://www.linkedin.com/in/janinejeffersonmoore/ Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information and content of this podcast is general in nature and is provided solely for educational and informational purposes. It is believed to be accurate and reliable as of the posting date but may be subject to changeIt is not intended to provide a specific recommendation for any type of product or service discussed in this presentation or to provide any warranties, investment advice, financial advice, tax, plan design or legal advice (unless otherwise specifically indicated). Please consult your own independent advisor as to any investment, tax, or legal statements made.The specific facts and circumstances of all qualified plans can vary and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan-specific circumstances.