Podcasts about merrill lynch

Paul Raphael Paul is an established investment professional with extensive M&A and financing experience. He was Executive Vice Chairman at UBS from 2018 to 2021. He joined UBS in 2010 initially as Head of Global Emerging Markets and later served as UBS' Head of Wealth Management for Europe, Middle East, Africa and Latin America where he managed $450 billion of client assets and over 3,000 employees across four continents. ​ Before joining UBS in 2010, he spent six years at Credit Suisse, including three years in Hong Kong as Head of Investment Banking for the Asia Pacific region. Prior to this, Paul spent 10 years with Merrill Lynch in London and Paris and eight years at Salomon Brothers in New York in various M&A and capital markets roles.   Paul is a member of the advisory board of LIFE where he was founding chairman and a member of the Special Advisory Council of International Crisis Group. He has a degree in economics from the University of Maryland and an MSC in management from MIT Sloan School of Management.  

Long-term care is one of the biggest threats to your retirement savings—but it doesn't have to be. In this episode, Certified Retirement Counselor Miguel Gonzalez shares practical, cost-effective strategies to help you prepare for future care without derailing your financial plan.Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

Annette DiTommaso, Executive Director Annette DiTommaso is the Executive Director of the Blue Line Foundation, where she leads efforts to support first responders, uplift at-risk communities, and drive impactful urban revitalization projects throughout Greater Cincinnati. With over a decade of expertise in corporate social responsibility and nonprofit management, Annette is deeply committed to fostering strategic partnerships, securing sustainable funding, and spearheading initiatives that improve community infrastructure, promote neighborhood safety, and expand affordable housing.Before her role at Blue Line, Annette held key leadership positions at altafiber, including Senior Manager of Employee Experience and Corporate Impact and Employee Engagement Manager. There, she developed comprehensive global CSR programs, established charitable foundations, and significantly boosted employee engagement and corporate philanthropy.Annette began her career as a financial advisor with Merrill Lynch, specializing in ethical investing and strategic charitable giving, before moving into relationship management at United Way of Greater Cincinnati. A proud Indiana University alumna, Annette holds both a Bachelor's and a Master's degree in Public Policy and Nonprofit Management. Recognized as a YWCA Rising Star, she combines strategic vision, data-driven solutions, and passionate leadership to create lasting, positive change in the community. Charlie Williams, President Charlie Williams is a seasoned financial professional and Director of Wealth Management at LS Financial Group, with nearly two decades of experience guiding clients through strategic financial planning, investment management, retirement strategies, and estate planning. At the Blue Line Foundation, Charlie serves as President and leverages his extensive financial expertise to help drive strategic decision-making, fiscal responsibility, and long-term sustainability, supporting the Foundation's critical mission to uplift first responders, enhance community safety, and foster urban revitalization.In addition to his role at LS Financial Group, Charlie previously served as a Financial Consultant at A.G. Edwards & Sons, bringing a wealth of experience in wealth-building and client relations. He also contributed to public service as the Campaign Manager for Debbi Alsfelder for Congress, underscoring his commitment to community and civic engagement.A proud graduate of Miami University, Charlie holds degrees in Diplomacy & Foreign Affairs and Economics. He is recognized as a Five Star Wealth Manager and maintains several financial certifications, including Series 7, 63, and 65 licenses. Charlie is passionate about applying his financial acumen and strategic insight to make a lasting positive impact in his community.

What's next for you? Early registration is now open for our next Design Your New Life in Retirement group program. Join us. The Very Early Bird discount ends on July 31st. Learn more here. Register here. ________________________ Retirement is about so much more than money. But where do you begin to build the life you want after you leave full-time work? Here's what we've discussed with our interesting expert guests: The critical choice you'll want to make - now - about the years ahead Why retirement is really about creating a new life structure How to use retirement as a catalyst to edit your life The four steps in a reinvention roadmap Why happiness requires knowledge and skill What longitudinal research reveals as the keys to a long and satisfying life How creating a Portfolio Life can open up new possibilities in retirement How your beliefs can affect your longevity __________________________ Want to explore any of these ideas further? Dive into any of the full podcast conversations here: Cynthia Covey Haller Teresa Amabile Elisabeth Sharp McKetta Joanne Lipman Arthur C. Brooks Marc Schulz Christina Wallace Becca Levy ________________________ Explore our Best Books on Retirement __________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. ______________________ Wise Quotes On Reinvention  “One of the ways to start actually, and I just wrote a piece in The New York Times about this [is] the idea of thinking about your possible selves. Now that's a psychological term, but essentially what it means is to imagine what you might be, what you could be, and to go beyond the daydream to take some sort of action on possible selves. So that means if, let's say I'm pivoting in a career, take a course or shadow someone, or do an informational interview. Don't just like sit with it and cogitate. You've got to  get out of your own brain.” - Joanne Lipman On Purpose & Meaning "Purpose or meaning actually requires challenge and trauma and hardship and pain – and actually requires unhappiness paradoxically. So these are kind of complicated phenomena, but altogether, everybody can get better at getting happy if you've got the knowledge and skills.” - Arthur Brooks On Relationships "The finding that we talk about most in our book, The Good Life, is that it's very clear across this 86 years of research, and hundreds of papers,

Today's guest is Chris Hyzy. Chris is Managing Director and Chief Investment Officer supporting Bank of America Private Bank and Merrill Lynch (within Bank of America Corporation). He leads investment strategy, asset allocation, equity and fixed income management, due diligence, and wealth planning guidance.   Previously, he was CIO and Chief Investment Strategist for the Private Bank at Bank of America. Before that, he held senior investment roles at Citigroup Private Bank, including CIO for Latin America and chair of the Global Investment Themes Committee. He also led investment strategy teams at Merrill earlier in his career.   Chris holds a bachelor's degree in business from Villanova University and an MBA in finance from NYU's Stern School of Business. He serves on Villanova's board of trustees and has held other advisory and nonprofit investment roles.   In today's episode, we discussed:   · Chris shared his early career story, which began at Merrill in 1991, learning about finance after being cut from the baseball team at Villanova & focusing instead on investing. · Discussion of Chris's experience coaching sports (football, basketball) and keeping his competitive edge outside of work, noting his national championship softball team. · Chris described the BofA Chief Investment Office (CIO) structure, highlighting manager due diligence, thought leadership, portfolio management, & wealth structuring. · Emphasis on encouraging team members to pursue the CFA designation (worth noting he was a CFA candidate before he pursued his MBA at NYU) · Discussed the balance of absolutes vs. probabilities in market forecasting, including the importance of scenario planning, with their current base case being a “soft patch” rather than an imminent recession, referencing the resilience of the consumer and job market. · Exploration of valuations, equity allocations, and continuing opportunities in global markets & alternative assets as a diversifier. · Chris spoke about the evolving office market in commercial real estate, seeing “slow burn” adjustments and repositioning as potential outcomes. · Final thoughts touched on best practices for young professionals: keys being curious, prepared, & disciplined. · Chris named Babe Ruth and Lou Gehrig as two historical figures he would want to interview if the tables were turned & he were the host of the Investors First Podcast.   Today's hosts are Steve Curley, CFA (Co-Managing Principal at 55 North Private Wealth) & co-host Steven Rogers, CFA (VP, Capital Markets at Hillpointe).   Please enjoy the episode. You can follow us on Twitter & LinkedIn or at investorsfirstpodcast.com

When you leave a job, your 401(k) doesn't come with you automatically. In this episode, Miguel Gonzalez breaks down your four main options—and how each one affects your taxes, investment strategy, and future growth.Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.#401kOptions #RolloverIRA #JobChangeFinance #RetirementPlanning #CortburgRetirement #MiguelGonzalezCRC #InvestmentStrategy #LeaveAJob #FinancialAdvice #IRArollover #401krollover #CashOut401k #RetirementSavings #RMDplanning #FinancialFreedom #SmartMoneyMoves #MoneyMatters #TaxPlanning #WealthManagement #YouTubeFinanceWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

In this inspiring episode, Bart Berkey sits down with Gavin Mlinar, CEO of Blacklisted Consulting and author of Yes, Your Way to Success. Why Don't You? Gavin shares the remarkable story of how his upbringing, mindset, and resilience have driven him to negotiate billion-dollar contracts, become an endurance athlete, and launch his own company—all through one key trait: decisiveness. Together, they unpack what it takes to keep going when most people quit, and how to act with confidence even when conditions aren't perfect.Major Takeaways / Learnings:1. Most People Don't Ask… But Gavin Does. Gavin landed on this podcast simply by reaching out with authenticity and persistence—something most people don't do.2. Rejection is Practice. Cold-calling 100 people a day at Merrill Lynch taught Gavin to normalize “no.” He reframed rejection as part of the process, not a signal to stop.3. Decisiveness Is a Superpower. According to his book coach (also a therapist), Gavin is one of the most decisive people they've ever met—and that's what makes him different.4. Forget Perfect—Take Action. Waiting for the perfect moment or perfect plan often leads to stagnation. Gavin encourages forward momentum over perfectionism.5. Two Steps to Progress: 1) Research and validate through resources and conversations. 2) Make a decision, take action, and adjust along the way.6. Ask for Help. Often. Most people don't ask—but most people are predisposed to help when asked. Gavin encourages breaking through that hesitation.7. Effort + Attitude = Progress. Gavin teaches his kids—and lives himself—by these two values. You don't need perfection, just consistent energy and a positive mindset.Memorable Quotes:1. “Most people don't ask for help. But most people are predisposed to help when asked.” – Gavin Mlinar2. “There are very few things in life that are final. Failure is just learning in disguise.” – Gavin3. “You get to wake up early. You get to catch that flight. That shift in mindset is everything.” – Bart Berkey4. “Most people don't… say yes.” – Gavin MlinarWhy It Matters / How to Use It:Listeners will walk away with practical tools to become more decisive, more resilient, and more open to opportunities. Gavin's approach—research, then act—can be applied to anything from writing a book to launching a business, asking for a promotion, or learning how to surf. His mindset of saying "yes" before conditions are perfect is a challenge to the perfectionist in all of us and his emphasis on attitude and effort is a reminder that consistency and courage can unlock extraordinary results.Resources & Links:Gavin Mlinar on LinkedIn: Click hereYes Your Way website: www.yesyourway.comBart Berkey: MostPeopleDont.com | LinkedInFill in the Blank:Most people don't…" say yes. "

Who will you become in your retirement? Registration is now open for the next two Design Your New Life in Retirement Groups. Very Early Bird discount available for a limited time. Take the first step toward Future You today. ________________________ Retirement is not an end — it's an open canvas. In this episode, Harry Agress, MD, author of Next Years Best Years: Taking Your Retirement to the Next Level, joins us to explore how retirement can become one of the most dynamic, creative, and fulfilling phases of your life. A retired radiologist and passionate photographer, Dr. Agress shares lessons from his own retirement journey — from trying an improv class with 20-somethings to donating his art to hospitals — and offers you practical insights to help you shape a retirement that's vibrant, purpose-driven, and truly your own. You'll discover: How self-reflection and worksheets helped Dr. Agress navigate the transition into retirement Why embracing “The Four Freedoms” can unlock a new mindset The surprising benefits of trying new things — even improv! A simple but powerful idea: the 8-minute phone call that can rekindle relationships Why pursuing purpose — especially in service to others — fuels a more meaningful retirement Whether you're preparing for retirement or already in it, Dr. Agress offers a compelling vision of how to make your next chapter the best one yet. Harry Agress, MD joins us from New York. ____________________________ Bio – Harry Agress, MD Following a 36-year medical career in the field of Radiology, Dr. Agress has been retired for 10 years. He is an experienced teacher and nationally recognized lecturer who takes great joy in passing on what he has learned and experienced both in medicine and in retirement. He has been profiled in The Wall Street Journal, appeared on NBC's “The Today Show,” lectured at the 92nd St Y (NYC) and been featured and America's Top Doctors. He is a Clinical Professor at Columbia University (NYC) and continues to voluntarily teach medical residents both at Columbia and Weill Cornell Medical Centers. In his new book, Next Years Best Years, Taking Your Retirement to the Next Level, Dr. Agress dives into the many exploits and research that he and others have discovered as they create a new post-career way of living; embracing the emotional, personal and practical side of one of the most unique opportunities of our lives. _______________________ For More on Harry Agress, MD: Next Years Best Years: Taking Your Retirement to the Next Level A Retired Physician Pursues a New Self Portrait in Photography Q&A with photographer Dr. Harry Agress _______________________ Related Podcast Episodes You May Like: The Vintage Years – Dr. Francine Toder Independence Day – Steve Lopez Retiring: Creating a Life That Works for You – Teresa Amabile ________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for G...

We are joined in our latest edition of BM Talks by Alex Patelis, who served as Chief Economic Adviser to Greek Prime Minister Kyriakos Mitsotakis between 2019-2024. Alex also worked in investment banks including as Managing Director of Global Research at Merrill Lynch and studied under Ben Bernanke for his PhD from Princeton. We asked:Ten years ago, Greece voted No in a referendum to a bailout, only for the new Prime Minister Alexis Tsipras to perform the exact opposite three weeks later. What happened?Greece is now running a primary budget surplus with investment grade debt. How was this achieved? What lessons can the rest of the world take from this?What does the German "Zeitenwende" mean for the EU?Is this the end for the dominance of the US Dollar?What advice do you have for Scott Bessent, who also moved from the world of finance into politics?What do you think of populism? 

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Sonia Fears. First Vice President and Financial Advisor at Morgan Stanley. She leads The Fears Group, a wealth management team specializing in alternative investments, retirement planning, and financial education.

Humor isn't just for laughs—it can be a powerful tool for navigating awkward or uncomfortable situations with grace and confidence. In this story, keynote speaker Jan McInnis shares a memorable moment when a potentially embarrassing wardrobe mishap could've overshadowed an entire presentation. Instead, with a quick wit and a well-timed joke, she not only saved the moment but also connected with the audience and diffused the tension in the room. It's a great reminder that finding the funny can turn even the most cringeworthy situations into opportunities for connection. https://www.TheWorkLady.com  Jan McInnis is a top change management keynote speaker and comedian. She uses short funny stories to emphasize her tips on how businesses can use humor to handle change. Jan is a top conference keynote speaker, comedian, Master of Ceremonies, and comedy writer. She has written for Jay Leno's The Tonight Show monologues as well as many other people, places, and groups—radio, TV, syndicated cartoon strips, guests on The Jerry Springer Show (her parents are proud). For over 25 years, she's traveled the country as a keynote speaker and comedian, sharing her unique and practical tips on how to use humor in business (yes, it's a business skill!). She's been featured in The Huffington Post, The Wall Street Journal, and The Washington Post for her clean humor, and she's the author of two books: Finding the Funny Fast – How to Create Quick Humor to Connect with Clients, Coworkers, and Crowds, and Convention Comedian: Stories and Wisdom From Two Decades of Chicken Dinners and Comedy Clubs. She also has a popular podcast titled Comedian Stories: Tales From the Road in Under 5 Minutes. In her former life, she was a marketing executive in Washington, D.C. for national non-profits, and she received the Greater Washington Society of Association Executives “Excellence in Education” Award. Jan's been featured at thousands of events from the Federal Reserve Banks to the Mayo Clinic.  https://www.TheWorkLady.com https://youtu.be/BtjxzDn-QLE https://www.linkedin.com/in/janmcinnis https://twitter.com/janmcinnis https://www.pinterest.com/janmcinnis/pins/ https://www.youtube.com/c/JanMcInnisComedian https://www.facebook.com/ComedianJanMcInnis https://www.instagram.com/jan.mcinnis/  Jan has shared her humor keynotes from Fortune 500 companies to international associations. Groups such as . .. Healthcare. . . Mayo Clinic, Health Information Management Associations, Healthcare Financial Management Associations, Hospitals, Abbott Pharmaceuticals, Sanofi Aventis Pharmaceuticals, Kaiser-Permanente, Davita Dialysis Centers, Blue Cross, Blue Shield, Home Healthcare Associations, Assisted Living Associations, Healthcare Associations, National Council for Prescription Drug Companies, Organization of Nurse Leaders, Medical Group Management Associations, Healthcare Risk Associations, Healthcare Quality Associations  Financial. . . Federal Reserve Banks, BDO Accounting, Transamerica Insurance & Investment Group, Merrill Lynch, treasury management associations, bankers associations, credit unions, Money Transmitter Regulators Association, Finance Officers Associations, automated clearing house associations, American Institute of CPAs, financial planning companies, Securities, Insurance, Licensing Association  Government . . . purchasing officers associations, city clerks, International Institute of Municipal Clerks, National League of Cities, International Worker's Compensation Fund, correctional associations, LA County Management Association, Social Security Administration, Southern California Public Power Authority, public utilities, U.S. Air Force, public personnel associations, public procurement associations, risk management associations, Rehabilitation associations, rural housing associations, community action associations  Women's Events. . . American Heart Associations, Go Red For Women luncheons, Speaking of Women's Health, International Association of Administrative Professionals, administrative professionals events, Toyota Women's Conference, Women in Insurance and Financial Services, Soroptimists, Women in Film & Video, ladies night out events, Henry Ford Health Centers Women's Event, spirit of women events, breast cancer awareness,  Education . . . School Business Officials associations, school superintendent associations, school boards associations, state education associations, community college associations, school administrators associations, school plant managers associations, Head Start associations, Texas adult protective services, school nutrition associations, Association of Elementary and Middle School Principals, principal associations, library associations  Emergency, safety, and Disaster . . . International Association of Emergency Managers, Disney Emergency Managers, state emergency management associations, insurance groups, COPIC, Salt Lake County Public Works and Municipal Services Disaster Recovery Conference, Pennsylvania Governor's Occupational Safety and Health conference, Mid Atlantic Safety conference and Chesapeake Regional Safety Council, Risk associations.  

Learn how to build lasting wealth while making a meaningful impact through long-term investing, smart impact strategies, and navigating today's complex market.   In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Ryan Zabrowski, author of Time Ahead: Investor's Guide to Prosperity and Impact, who shares his unique approach to long-term investing that balances financial growth with social responsibility. With over twenty years of experience as a portfolio manager and a background in the Marine Corps, Ryan provides practical insights on impact investing, market cycles, and maximizing returns. He also discusses how emerging trends, such as longevity science, are shaping the future of investing and prosperity.   Key Takeaways: → Explore the core principles behind balancing prosperity and impact in investing. → Learn how long-term focus and price discipline drive successful portfolio management. → Understand common misconceptions about impact investing and how to align it with financial goals. → Discover how emerging trends, such as longevity science, could transform market expectations. → Practical advice for individual investors looking to incorporate impact strategies into their portfolios.   Ryan Zabrowski, CFP®, is an experienced investment advisor and portfolio manager with over twenty years of background in financial and investment management. He has collaborated with well-known institutions such as the Washington University Endowment, Morgan Stanley, and Merrill Lynch before joining Krilogy in 2019. Ryan earned a B.S. in Finance from the University of Missouri and an M.S. in Finance from Golden Gate University. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) and a member of both the Chartered Financial Analyst Institute and the American Finance Association. In 2024, Ryan published Time Ahead, an investing strategy book that summarizes decades of research into an easy-to-understand guide for building long-term wealth.   Connect With Ryan: X LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn 5 proven strategies to help you get the most out of your Social Security benefits. From timing your claim to minimizing taxes, Certified Retirement Counselor Miguel Gonzalez walks you through smart steps that can strengthen your retirement income plan.Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.#SocialSecurity #RetirementPlanning #RetirementIncome #MaximizeBenefits #SocialSecurityTips #FinancialAdvisor #RetirementStrategy #CortburgRetirement #RetirementAdvice #MoneyInRetirement #DelayedRetirementCredits #SpousalBenefits #SurvivorBenefits #TaxPlanning #FRA #ClaimingSocialSecurity #SocialSecurityTaxes #MiguelGonzalez #CRCAdvisor Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

In this episode, we speak with Mark Gormley, Partner at Lee Equity Partners, a middle-market private equity firm that partners with entrepreneurs and management teams primarily in the financial and healthcare services sectors. Going on nearly two decades, the firm leverages a thematic investment strategy and deep sector expertise to collaborate with talented management teams, accelerate growth, and build market-leading businesses. Lee Equity currently manages $5 billion in assets. Mark joined the firm in 2006. Prior to that, he was a Partner and co-founder of Capital Z Financial Services Partners, served as a Managing Director at Donaldson, Lufkin & Jenrette, and was a founding member of the Insurance Group at Merrill Lynch. Mark supports Conservation International.  To learn more about this organization click here. I am your host, RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.

Retiring? You could wing it...but that's not you. Be intentional about your future. Registration is now open for the next two Design Your New Life in Retirement Groups. Very Early Bird discount available for a limited time. Take the first step toward Future You today. _______________________ What if  I told you the activities you dismiss as "just hobbies" were much more than just fun - and could be one of the most powerful tools for building resilience and maintaining mental sharpness as we age? Ashley Merryman reveals groundbreaking findings that challenge how we think about leisure time and its profound impact on our long-term health. From doctors now prescribing hobbies as medicine to studies finding that singing in a chorus creates instant social bonds, the science behind recreational activities is remarkable. Merryman shares fascinating research demonstrating that even modest engagement—like cooking something special twice a week—can deliver measurable cognitive benefits. Whether you're looking to boost your brain health, combat isolation, or to find more meaning in your free time, this conversation will change how you view your pastimes. Discover why hobbies aren't just fun—they're good for you, in more ways than we think. Ashley Merryman joins us from Washington, DC. _______________________ Bio Ashley Merryman is a two-time New York Times bestselling author who is a frequent contributor to US News and World Report. She who recently wrote a guest column for YOLO, a US News newsletter for retirees and those thinking about retirement on the science of hobbies - finding that hobbies are a key to a healthier, happier life. ________________________ For More on Ashley Merryman Your Hobby May Be the Secret to a Happier, Healthier Life Website _________________________ Podcast Conversations You May Like Learning is a Lifetime Sport – Tom Vanderbilt Inward Traveler – Francine Toder PhD Live Life in Crescendo – Cynthia Covey Haller _________________________ Mentioned in This Podcast Conversation Serious Leisure __________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. ___________________________ Wise Quotes On the Benefits of Hobbies "The research is very clear. There have been studies, large scale studies, 20,000 people in 15 European countries, 90,000 people in another 15 or 16 countries, and they are consistently finding that hobbies lead to lower likelihood of dep...

How to Increase Your Energy to Manifest like a CEO with Susan Treadgold Susan Treadgold is a holistic high-performance coach, fractional investor relations for early-stage healthcare and longevity companies, TEDx speaker and multiple #1 best-selling author with nearly two decades of investment banking experience at Morgan Stanley, Merrill Lynch and Citigroup. She empowers people to have more energy and success with the use of science-backed high-performance habits, executive presence training and a personally curated ‘longevity portfolio' of cutting edge ‘biohacking' products. She is an award-winning artist, host of The High Performing Woman talk show and on the leadership committee of 50/50 Women on Boards. Proud mother of two teenagers. Family is her love language and helping women and children is her passion. Board Member of Roots of Promise charity helping Ugandan orphans get into loving families http://www.21daynegativitydetox.com/ https://tedlondon.com/signup/ #ManifestWithEnergy #HighVibeHabits #BiohackingForManifestation #EnergyAlignment #HolisticManifestation MEDICAL AND HEALTH ADVICE DISCLAIMER. The content shared on this podcast is for informational and educational purposes only and is not intended as medical, mental health or professional healthcare advice. While we may discuss topics related to wellness, health, or personal development, the podcast hosts and any guests are not acting as licensed medical, mental health, healthcare professionals or therapists, unless explicitly stated. Any examples of results or outcomes discussed are not guaranteed or typical, as individual experiences vary based on many factors including background, motivation and personal capacity. You should not rely on the information provided as a substitute for professional advice, diagnosis or treatment from qualified medical or mental health providers. We do not offer medical diagnoses, treatment plans or prescription advice and we are not registered dietitians. Any actions you take based on the podcast are strictly at your own risk. You assume full responsibility for any outcomes, injuries or losses related to your use of this information. By listening to this podcast, you agree that the podcast and its creators are not liable for any direct or indirect consequences of your actions or decisions based on the content of this podcast. https://calendly.com/rebeccaelizabethwhitman/breakthrough https://wellnessmarketingltd.com/magnetic-abundance-manifest-your-dream-life-retreat/ https://www.amare.com/et/kd4k0a/2088608 https://mall.riman.com/rebeccawhitman/home http://pillar.io/rebeccaewhitman To learn more about Rebecca… https://www.rebeccaelizabethwhitman.com/#home

How to Increase Your Energy to Manifest like a CEO with Susan Treadgold Susan Treadgold is a holistic high-performance coach, fractional investor relations for early-stage healthcare and longevity companies, TEDx speaker and multiple #1 best-selling author with nearly two decades of investment banking experience at Morgan Stanley, Merrill Lynch and Citigroup. She empowers people to have more energy and success with the use of science-backed high-performance habits, executive presence training and a personally curated ‘longevity portfolio' of cutting edge ‘biohacking' products. She is an award-winning artist, host of The High Performing Woman talk show and on the leadership committee of 50/50 Women on Boards. Proud mother of two teenagers. Family is her love language and helping women and children is her passion. Board Member of Roots of Promise charity helping Ugandan orphans get into loving families http://www.21daynegativitydetox.com/ https://tedlondon.com/signup/ #ManifestWithEnergy #HighVibeHabits #BiohackingForManifestation #EnergyAlignment #HolisticManifestation MEDICAL AND HEALTH ADVICE DISCLAIMER. The content shared on this podcast is for informational and educational purposes only and is not intended as medical, mental health or professional healthcare advice. While we may discuss topics related to wellness, health, or personal development, the podcast hosts and any guests are not acting as licensed medical, mental health, healthcare professionals or therapists, unless explicitly stated. Any examples of results or outcomes discussed are not guaranteed or typical, as individual experiences vary based on many factors including background, motivation and personal capacity. You should not rely on the information provided as a substitute for professional advice, diagnosis or treatment from qualified medical or mental health providers. We do not offer medical diagnoses, treatment plans or prescription advice and we are not registered dietitians. Any actions you take based on the podcast are strictly at your own risk. You assume full responsibility for any outcomes, injuries or losses related to your use of this information. By listening to this podcast, you agree that the podcast and its creators are not liable for any direct or indirect consequences of your actions or decisions based on the content of this podcast. https://calendly.com/rebeccaelizabethwhitman/breakthrough https://wellnessmarketingltd.com/magnetic-abundance-manifest-your-dream-life-retreat/ https://www.amare.com/et/kd4k0a/2088608 https://mall.riman.com/rebeccawhitman/home http://pillar.io/rebeccaewhitman To learn more about Rebecca… https://www.rebeccaelizabethwhitman.com/#home

Join host David Armstrong, fresh off the Wealth Management Edge Conference in Boca Raton, Fla., as he interviews Michael Henley, founder and chief executive officer of Brandywine Oak Private Wealth. Michael talks about the firm's rapid growth since leaving Merrill Lynch in 2018 with the help of Dynasty Financial Partners and the focus that helped … Read More Read More

 If you're changing jobs or heading into retirement, you might be wondering whether to roll over your 401(k). In this episode, Miguel Gonzalez breaks down the pros, cons, and key factors to consider before making a move. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.#401kRollover #RetirementPlanning #FinancialAdvice #RollOverIRA #InvestmentOptions #CortburgAdvisors #SmartMoneyMoves #TaxDeferred #FinancialWellness #IRAPlanning #RetirementSavings #JobChangeFinance #MoneyTips #WealthBuilding #FinancialGoals #DirectRollover #AvoidTaxes #RetirementOptions #MoneyManagement #RetirementStrategyWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

Think contracts are just boring paperwork? Think again. This real-life tale dives into what happens when a “sure thing” gig turns into a disappearing act—thanks to one agent's total fear of commitment (to a contract, that is). It's funny, frustrating, and a little too relatable for anyone who's ever said yes without seeing the fine print. If you've ever trusted a handshake and hoped for the best, you'll want to read this. Spoiler: it ends with a bang… and not the kind you expect.   https://www.TheWorkLady.com  Jan McInnis is a top change management keynote speaker and comedian. She uses short funny stories to emphasize her tips on how businesses can use humor to handle change. Jan is a top conference keynote speaker, comedian, Master of Ceremonies, and comedy writer. She has written for Jay Leno's The Tonight Show monologues as well as many other people, places, and groups—radio, TV, syndicated cartoon strips, guests on The Jerry Springer Show (her parents are proud). For over 25 years, she's traveled the country as a keynote speaker and comedian, sharing her unique and practical tips on how to use humor in business (yes, it's a business skill!). She's been featured in The Huffington Post, The Wall Street Journal, and The Washington Post for her clean humor, and she's the author of two books: Finding the Funny Fast – How to Create Quick Humor to Connect with Clients, Coworkers, and Crowds, and Convention Comedian: Stories and Wisdom From Two Decades of Chicken Dinners and Comedy Clubs. She also has a popular podcast titled Comedian Stories: Tales From the Road in Under 5 Minutes. In her former life, she was a marketing executive in Washington, D.C. for national non-profits, and she received the Greater Washington Society of Association Executives “Excellence in Education” Award. Jan's been featured at thousands of events from the Federal Reserve Banks to the Mayo Clinic.   https://www.TheWorkLady.com https://youtu.be/BtjxzDn-QLE https://www.linkedin.com/in/janmcinnis https://twitter.com/janmcinnis https://www.pinterest.com/janmcinnis/pins/ https://www.youtube.com/c/JanMcInnisComedian https://www.facebook.com/ComedianJanMcInnis https://www.instagram.com/jan.mcinnis/  Jan has shared her humor keynotes from Fortune 500 companies to international associations. Groups such as . .. Healthcare. . . Mayo Clinic, Health Information Management Associations, Healthcare Financial Management Associations, Hospitals, Abbott Pharmaceuticals, Sanofi Aventis Pharmaceuticals, Kaiser-Permanente, Davita Dialysis Centers, Blue Cross, Blue Shield, Home Healthcare Associations, Assisted Living Associations, Healthcare Associations, National Council for Prescription Drug Companies, Organization of Nurse Leaders, Medical Group Management Associations, Healthcare Risk Associations, Healthcare Quality Associations  Financial. . . Federal Reserve Banks, BDO Accounting, Transamerica Insurance & Investment Group, Merrill Lynch, treasury management associations, bankers associations, credit unions, Money Transmitter Regulators Association, Finance Officers Associations, automated clearing house associations, American Institute of CPAs, financial planning companies, Securities, Insurance, Licensing Association  Government . . . purchasing officers associations, city clerks, International Institute of Municipal Clerks, National League of Cities, International Worker's Compensation Fund, correctional associations, LA County Management Association, Social Security Administration, Southern California Public Power Authority, public utilities, U.S. Air Force, public personnel associations, public procurement associations, risk management associations, Rehabilitation associations, rural housing associations, community action associations  Women's Events. . . American Heart Associations, Go Red For Women luncheons, Speaking of Women's Health, International Association of Administrative Professionals, administrative professionals events, Toyota Women's Conference, Women in Insurance and Financial Services, Soroptimists, Women in Film & Video, ladies night out events, Henry Ford Health Centers Women's Event, spirit of women events, breast cancer awareness,  Education . . . School Business Officials associations, school superintendent associations, school boards associations, state education associations, community college associations, school administrators associations, school plant managers associations, Head Start associations, Texas adult protective services, school nutrition associations, Association of Elementary and Middle School Principals, principal associations, library associations  Emergency, safety, and Disaster . . . International Association of Emergency Managers, Disney Emergency Managers, state emergency management associations, insurance groups, COPIC, Salt Lake County Public Works and Municipal Services Disaster Recovery Conference, Pennsylvania Governor's Occupational Safety and Health conference, Mid Atlantic Safety conference and Chesapeake Regional Safety Council, Risk associations.  

This episode of In Stride is presented by The Eventing Series by Natalie Keller Reinert and Flatiron Books. You can find The Eventing Series books in paperback, ebook, and audiobook wherever books are sold. Follow Natalie Keller Reinert on Instagram at @NatalieKReinert. In this episode of “In Stride,” Sinead is joined by international 5* event rider Sally Cousins. Sally Cousins is an accomplished FEI 5* international event rider and was the USEA Leading Lady Rider for six consecutive years (2008–2013). She began riding as a young child after her family purchased a farm in Oxford, Pennsylvania, and quickly found her passion through Pony Club and the sport of eventing. By her mid-teens, Sally had completed her first one-star three-day event, and at just 20 years old, she traveled to England to compete at the prestigious Badminton Horse Trials. She remained in the UK that year and went on to complete the Burghley Horse Trials later that season. In addition to her riding career, Sally spent 16 years working as a stockbroker at Merrill Lynch before deciding to turn professional and commit fully to eventing. Today, she operates Sally Cousins Eventing, training horses and riders out of her bases in South Carolina and Pennsylvania. In this episode, Sally reflects on the choices and philosophies that have shaped her decades-long career in eventing, including: • How being strategic about which events she entered helped her horses stay sound and competitive for longer. • Why she's never hesitated to withdraw a horse at the last minute if they weren't ready, prioritizing their well-being over competition goals. • What led her to leave a successful 16-year career as a stockbroker to pursue horses full-time. • The importance of building a trusting relationship with each horse and following her gut when deciding whether to push forward or hold back. Join Sally and Sinead in this thoughtful conversation about longevity, horsemanship, and the mindset behind a sustainable career in the sport.

My guest on the show today is Jerome, Portfolio Manager at Uzo Capital. Jerome brings a unique lens to public equity investing—shaped by his experience on the equity trading floor at Merrill Lynch during the financial crisis, his global perspective, and a profitable venture in music royalties. In this episode, we dive into Jerome's barbell investment approach: pairing stable, cash-generative compounders with higher-risk, venture-style bets in the public markets. He walks us through how he identifies “asymmetric” opportunities—where the upside far outweighs the downside—particularly in companies that are either undiscovered or undergoing transformational change. Jerome also shares how his music royalty business, which generates steady, recurring cash flow, provides the emotional and financial runway to take bold swings on high-risk, high-reward ideas. He discusses how this foundation enables him to withstand volatility and dig deeper into ideas that others may overlook. We cover a lot in this conversation—from PLBY, McCoy Global, and Comstock, to his thesis around durable, capital-light growth businesses and the importance of identifying "free call options" within complex situations. Jerome also lays out a thoughtful framework for due diligence and portfolio sizing that helps manage both risk and conviction. And for full disclosure, we discussed a number of companies during today's podcast. I am not a shareholder in any of them. For more information about Uzo Capital, please visit: https://uzocapital.substack.com/ Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

Think you're behind on retirement savings in your 50s? It's not too late. In this week's episode, Miguel Gonzalez breaks down smart strategies to catch up and build a solid financial future—starting now.Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.#RMDs #RequiredMinimumDistributions #RetirementPlanning #RetirementStrategy #RetirementPodcast #IRAWithdrawal #401kRules #TraditionalIRA #FinancialConfidence #TaxPlanning #RetirementTaxes #SmartRetirement #MoneyTips #CortburgAdvisors #RothConversion #TaxDeferredAccounts #InvestmentStrategy #FinancialWellness #RetireSmart #WealthPlanningWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

Michael Long, author of Taming the Molecule of More and co-author of The Molecule of More,  joins us to discuss the science of dopamine, why we're constantly chasing "more," and how understanding brain chemistry can transform our approach to retirement and finding meaning. Michael Long joins us from the Washington, DC area. _______________________ Do you know what you're retiring to? Registration is now open for the two Fall groups - Design Your New Life in Retirement Very early bird discount available for a limited time | Register now _______________________ Bio Michael Long is a physicist, writer, and co-author of the international bestseller The Molecule of More (translated into 25 languages, 500,000+ copies sold) and the author of Taming the Molecule of More. As a playwright, more than 20 of his shows have been produced, most on New York stages. As a screenwriter, his honors include finalist for the grand prize in screenwriting at the Slamdance Film Festival. As a speechwriter, Mr. Long has written for members of Congress, U.S. cabinet secretaries, governors, diplomats, business executives, and presidential candidates. A popular speaker and educator, Mr. Long has addressed audiences around the world, including in a keynote at Oxford University. He teaches writing at Georgetown University, where he is a former director of writing. Mr. Long pursued undergraduate studies at Murray State University and graduate studies at Vanderbilt University. _______________________ For More on Michael Long Taming the Molecule of More: A Step-by-Step Guide to Make Dopamine Work for You Website: tamingthemolecule.com Books: The Molecule of More and  Contact: Available through website for book club discussions ______________________ Podcast Conversations You May Like Edit Your Life – Elisabeth Sharp McKetta The Stress Paradox – Sharon Bergquist, MD The Science of Longevity – Coleen T. Murphy _______________________ Mentioned in This Podcast Conversation The Molecule of More by Daniel Leiberman and Michael Long _______________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. _______________________ Wise Quotes On Dopamine as the "Molecule of More" "If you're not familiar with dopamine, you hear it's the molecule of happiness. It's the thing that makes you happy. You get that dopamine buzz. And it turns out he's a psychiatrist, of course. I'm a physicist.

In this episode of Daily Influence, Gregg-Brooke Koleno sits down with Nell Vandeveld, a financial advisor with BBV Wealth Management at Merrill Lynch, whose passion for financial literacy is transforming lives. From her roots in classical music to working alongside her mother in a predominantly female-led finance team, Nell shares how her unconventional path led her to a career of helping others build confidence through financial clarity. You'll hear: • How Nell helps clients overcome financial anxiety by removing emotion from money management • A touching story of how she supported a client through a complex caregiving situation • Why financial education is the foundation of her practice and mission • Practical encouragement for listeners to take charge of their financial futures This conversation is a reminder that while money isn't the most important thing in life, understanding it can unlock the freedom to focus on what matters most. Whether you're just starting your financial journey or seeking more confidence in your decision-making, Nell's insights will leave you informed and inspired.

 Buy the Cannons, Sell the Trumpets! That's what's on Don's mind this week as Israel strikes Iran, but are you selling scared? The shop reflects on historic big market rallies when international relations get messy along with the real cost of hidden trading fees at Pie Charts R' Us Advisors like Merrill Lynch before […] The post Israel Strikes Iran as Defense Stocks Rally | Your Money Podcast – Episode 550 appeared first on Revere Asset Management.

Susan Hartzler, author of The Peace Puppy: A Memoir of Caregiving and Canine Solace, joins us to discuss her lessons learned in caregiving and volunteering with Therapy Dogs. Susan Hartzler joins us from California. ________________________ Bio Susan Hartzler is a lifelong dog lover and an award-winning writer who has figured out a way to live her life to the fullest as a single woman, not conforming to the social norms of marriage and children. Winner of the Angel on a leash Award from the Dog Writer's Association of America and the Pawlitzer Prize from America's most dog friendly city Carmel, CA, Susan has created a life filled with joy that revolves around her dogs and wrote about it in her first memoir, I'm Not Single, I Have a Dog — Dating Tales From The Bark Side. Susan also works as a blogger for hire and writes public relations and marketing materials for a variety of industries. Her current pack consists of two talented Australian Shepherds, Seven and Paige Turner, who Susan has trained to act in commercials and bring their special kind of love to children in the hospital as therapy dogs. ________________________ For More on Susan Hartzler The Peace Puppy: A Memoir of Caregiving and Canine Solace (Dogs in Our World) Website ________________________ Podcast Conversations You May Like The Best Day of My Life So Far – Benita Cooper An Artful Life – John P. Weiss Detach: Ditch Your Baggage – Dr. Bob Rosen _________________________ Mentioned in This Podcast Conversation Therapy Dogs International About The Retirement Wisdom Podcast __________________________ There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. Connect on LinkedIn _____________________________ Wise Quotes On Caregiving "Suddenly here I was single, just coming and going as I pleased, except for my dog. And suddenly I had someone that was counting on me. And my dad was a very dynamic man. So he needed some outlets for socialization and for his creativity. And all these things I had to figure out along the way. So there are things that I would tell a caregiver. It's not just feeding and doing the physical things that are needed. It's a lot of emotional support too. So you have to be ready. On Baldwin "I got a therapist who helped me a lot. And my dog, Baldwin, he was a rescue dog that my mom bought for me before she died, so I always looked at him as a sign of her love to me. And you know, it's just, if things got really intense,

Confused about Required Minimum Distributions (RMDs)? Learn when they start, how they work, and how to avoid costly tax mistakes in this week's episode with Miguel Gonzalez.Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.#RMDs #RequiredMinimumDistributions #RetirementPlanning #RetirementStrategy #RetirementPodcast #IRAWithdrawal #401kRules #TraditionalIRA #FinancialConfidence #TaxPlanning #RetirementTaxes #SmartRetirement #MoneyTips #CortburgAdvisors #RothConversion #TaxDeferredAccounts #InvestmentStrategy #FinancialWellness #RetireSmart #WealthPlanningWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Nancy Mullally, CEO of Alamo Capital, to discuss various topics related to investing in the bond market. Nancy initially gravitated towards bonds due to the broad spectrum of options, commodities, and mutual funds in the financial sector. She found the debt markets to be more people-centric and relationship-dominated, allowing her to see how the process went from start to finish. Nancy shares her experiences working at Merrill Lynch, Payne Weber, Dean Witter, Bank of America, UBS, and Morgan Stanley, where she learned from the best of the best.Subscribe to our YouTube channel and join our growing community for new videos every week.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com.⁠⁠⁠⁠⁠⁠⁠⁠Learn more about our guest, Nancy Mullally:https://www.linkedin.com/in/nancy-mullally-6120712/Learn more about Advanta IRA: https://www.AdvantaIRA.com/ The Alternative Investing Advantage is brought to you by Advanta IRA.Advanta IRA does not offer investment, tax, or legal advice, nor do we endorse any products, investments, or companies that provide such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

What really happens when a keynote speaker doesn't get the gig? In this episode, Jan pulls back the curtain on the wild, weird, and sometimes downright baffling feedback she's received after not being chosen for events. From strange selection methods to unexpected competition, you'll hear behind-the-scenes stories that are equal parts hilarious and head-scratching. If you've ever wondered what goes on in the speaker selection process—or just want a good laugh—you don't want to miss this one.   https://www.TheWorkLady.com  Jan McInnis is a top change management keynote speaker and comedian. She uses short funny stories to emphasize her tips on how businesses can use humor to handle change. Jan is a top conference keynote speaker, comedian, Master of Ceremonies, and comedy writer. She has written for Jay Leno's The Tonight Show monologues as well as many other people, places, and groups—radio, TV, syndicated cartoon strips, guests on The Jerry Springer Show (her parents are proud). For over 25 years, she's traveled the country as a keynote speaker and comedian, sharing her unique and practical tips on how to use humor in business (yes, it's a business skill!). She's been featured in The Huffington Post, The Wall Street Journal, and The Washington Post for her clean humor, and she's the author of two books: Finding the Funny Fast – How to Create Quick Humor to Connect with Clients, Coworkers, and Crowds, and Convention Comedian: Stories and Wisdom From Two Decades of Chicken Dinners and Comedy Clubs. She also has a popular podcast titled Comedian Stories: Tales From the Road in Under 5 Minutes. In her former life, she was a marketing executive in Washington, D.C. for national non-profits, and she received the Greater Washington Society of Association Executives “Excellence in Education” Award. Jan's been featured at thousands of events from the Federal Reserve Banks to the Mayo Clinic.   https://www.TheWorkLady.com https://youtu.be/BtjxzDn-QLE https://www.linkedin.com/in/janmcinnis https://twitter.com/janmcinnis https://www.pinterest.com/janmcinnis/pins/ https://www.youtube.com/c/JanMcInnisComedian https://www.facebook.com/ComedianJanMcInnis https://www.instagram.com/jan.mcinnis/   Jan has shared her humor keynotes from Fortune 500 companies to international associations. Groups such as . .. Healthcare. . . Mayo Clinic, Health Information Management Associations, Healthcare Financial Management Associations, Hospitals, Abbott Pharmaceuticals, Sanofi Aventis Pharmaceuticals, Kaiser-Permanente, Davita Dialysis Centers, Blue Cross, Blue Shield, Home Healthcare Associations, Assisted Living Associations, Healthcare Associations, National Council for Prescription Drug Companies, Organization of Nurse Leaders, Medical Group Management Associations, Healthcare Risk Associations, Healthcare Quality Associations   Financial. . . Federal Reserve Banks, BDO Accounting, Transamerica Insurance & Investment Group, Merrill Lynch, treasury management associations, bankers associations, credit unions, Money Transmitter Regulators Association, Finance Officers Associations, automated clearing house associations, American Institute of CPAs, financial planning companies, Securities, Insurance, Licensing Association   Government . . . purchasing officers associations, city clerks, International Institute of Municipal Clerks, National League of Cities, International Worker's Compensation Fund, correctional associations, LA County Management Association, Social Security Administration, Southern California Public Power Authority, public utilities, U.S. Air Force, public personnel associations, public procurement associations, risk management associations, Rehabilitation associations, rural housing associations, community action associations   Women's Events. . . American Heart Associations, Go Red For Women luncheons, Speaking of Women's Health, International Association of Administrative Professionals, administrative professionals events, Toyota Women's Conference, Women in Insurance and Financial Services, Soroptimists, Women in Film & Video, ladies night out events, Henry Ford Health Centers Women's Event, spirit of women events, breast cancer awareness,   Education . . . School Business Officials associations, school superintendent associations, school boards associations, state education associations, community college associations, school administrators associations, school plant managers associations, Head Start associations, Texas adult protective services, school nutrition associations, Association of Elementary and Middle School Principals, principal associations, library associations   Emergency, safety, and Disaster . . . International Association of Emergency Managers, Disney Emergency Managers, state emergency management associations, insurance groups, COPIC, Salt Lake County Public Works and Municipal Services Disaster Recovery Conference, Pennsylvania Governor's Occupational Safety and Health conference, Mid Atlantic Safety conference and Chesapeake Regional Safety Council, Risk associations.  

It's time for a recap of our best retirement podcast conversations from earlier this year. As you listen, ask yourself: What if I put this into action? Ready to learn more? Here are links to the full conversations: Stephanie Harrison Jordan Grumet Anne Laure Le Cunff Ethan Kross Bob Rosen Judith Nadratowski Alison Wood Brooks ______________________ Podcast Episodes You May Like The Very Best of 2024 Best of 2023 – Part Three The Very Best of 2022 _______________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host  Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. Connect on LinkedIn _____________________________

Due to the hustle and bustle of city life, and in honor of Father's Day coming up later this month, we are re-airing one of our favorite episodes from this year. Please enjoy this conversation that I was able to have with Jae's dad a few months ago. Share with us in the comments your favorite story or memory that you have with your dad. We will be back in two weeks with new episodes of The New Yorkers Podcast. So look forward to those conversations.   ***********************************************   In this episode, Kelly is joined by Jae's Dad: Huston Watson Sr. He is a business owner, computer engineer, DJ and a Veteran.    Huston talks a bit about where he was born, and how his family came to love Brooklyn. He talks about growing up in a dangerous neighborhood, the friends he made and how he got through it.  He then talks about going into the Air Force, becoming a DJ and meeting his wife.  Kelly also asks Huston about his family, and Huston reflects on what it means for him to be able to become a father and how special that is for him. Huston then talks about his time working for Merrill Lynch, how he got the job initially, moving up the corporate later and the different jobs he's done for the company. Finally, Huston recounts his experience on 9/11. He talks about experiencing the first plane hit, helping escort people to safety, as well as the effects that it's had on his life.    But above all else; Huston S. Watson Sr. is a New Yorker.    Kelly Kopp's Social Media: @NewYorkCityKopp Chapters (00:00:00) - New Yorkers(00:01:28) - Houston Junior on His Nickname(00:02:29) - Jay from Brooklyn on Life(00:07:46) - Veteran on His Time in the Army(00:11:46) - Marine DJ on Temporary Duty(00:16:58) - Fool With a Gun(00:17:37) - How I Met My Wife(00:21:47) - Kelly on Her Love for Her Husband(00:26:19) - Jay Leno on Being a Parent(00:28:57) - How My Job at Merrill Lynch Came About(00:33:54) - Walking to work on September 11, 2001(00:38:15) - Survivors of the World Trade Center(00:42:33) - Witnesses on the World Trade Center(00:44:34) - Were You Scared of 9/11?(00:49:36) - Local reacts to the 911 memorial(00:50:57) - Were you drunk in the Warped Zone?(00:51:45) - Has it changed your perspective on life?(00:54:19) - What It Means To Be A New Yorker(00:55:39) - The New Yorkers Podcast: Episode 291

Understanding the difference between a Traditional IRA and a Roth IRA is key to building a tax-efficient retirement plan. In this episode, Miguel Gonzalez, CRC®, breaks down the key features, tax implications, and how to choose the right account based on your goals.Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients. #RothIRA #TraditionalIRA #IRAvsRoth #RetirementPlanning #TaxFreeGrowth #RetirementAccounts #FinancialPlanning #TaxPlanning #InvestSmart #RetirementTips #MoneyMatters #MiguelGonzalezCRC #CortburgRetirement #PersonalFinance #SmartInvesting #RetirementStrategy #IRAWithdrawals #RothIRA2025 #TaxEfficiency #RMDsExplained Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

"Vanilla is a great flavor." – Austin Palmer Austin may have raised some eyebrows as a kid at 31 Flavors, but he's always known one thing: flashy doesn't equal better. So, whether he's picking ice cream or building financial portfolios, his approach is the same: Simple. Steady. No sprinkles required. His path started predictably—son of a CPA, became a CPA, climbed the ladder at Morgan Stanley & Merrill Lynch. He never chased “fastest-growing advisor” titles. He just kept showing up, doing the right thing, & putting clients first. Then one day, he walked away from corporate comfort to become a partner at Destination Wealth—and suddenly, vanilla had a twist. Consistency? That came naturally. Entrepreneurship? That was rocky road. If you've ever done everything “right” & then found yourself wondering, “What else am I capable of?”—this one's for you. It's a story of rewiring. Of risk. Of letting go of the familiar to build something that's yours. Because leadership doesn't have to be loud. It just has to be real. To learn more, find him at destinationwealthadvisors.com, or reach out to him at austin.palmer@dw-advisors.com George Eliot told us, "It's never too late to be what you might have been." Austin proves it.

Interview recorded - 30th of May, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back David Rosenberg. David is the Founder & President of Rosenberg Research & associates.During our conversation we spoke about his current outlook on markets, how the economy could already be in a recession, tariffs, rebalancing of trade, corporate margins, stock market and more. I hope you enjoy!0:00 - Introduction1:53- Current Economic Outlook?2:39 - Tariffs6:35 - Rebalancing trade15:23 - Corporate margin issue?18:47 - Long bond issue?21:42 - Stock market24:02 - US underperforming25:22 - Assets David currently likes34:02 - One message to takeaway?David Rosenberg is the Founder and President of Rosenberg Research & Associates Inc., an economic consulting firm he established in January 2020. He and his team have as their top priority providing investors with analysis and insights to help them make well-informed investment decisions.Prior to Rosenberg Research, David was Chief Economist & Strategist at Gluskin Sheff + Associates Inc. from 2009 to 2019. From 2002 to 2009, he was Chief North American Economist at Merrill Lynch in New York, during which he was consistently ranked in the Institutional Investor All-Star analyst rankings. Prior thereto, he was Chief Economist and Strategist for Merrill Lynch Canada, based out of Toronto, where he and his team placed first in the Brendan Wood survey of Canadian economists for ten years in a row.Mr. Rosenberg is a frequent contributor to most major financial newspapers and publications in North America and makes regular TV appearances in the financial media. He received both a Bachelor of Arts and Masters of Arts degree in Economics from the University of Toronto.David Rosenberg - Website - https://www.rosenbergresearch.com/Twitter - https://twitter.com/EconguyRosieArticle - https://www.linkedin.com/pulse/lament-bear-david-rosenberg-tpxzcLinkedIn - https://www.linkedin.com/in/david-rosenberg-40800219b/WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

Marc Cooper thinks you have an important choice to make.  Will you become a wise elder or just someone who's getting older? Marc Cooper joins us from Portland, Oregon. ___________________ Bio Dr. Marc Cooper is a former healthcare consultant, for almost 30 years - at the practice, corporate and organizational levels. Prior to his consulting career, Dr. Cooper was an academician, basic science researcher and practicing periodontist. He felt a shift later in life, leading him to create and lead an organization called the Contemporary Elder Institute. This is a movement to raise awareness around the transformation we all experience as we age - turning knowledge into wisdom - and how it impacts the remainder of our life experience.  On the road to becoming an elder, there are no clear road signs, no GPS to guide the way, and no reliable maps to follow. Navigating this path demands acquiring and cultivating higher wisdom—insights that transcend mere knowledge and shallow appearances. Marc explores a transformative approach to aging in his book Older to Elder: The Thinking and Being of a Contemporary Elder. He rejects our culture's predetermined and often detrimental path to late age. Marc champions a new path: a path of strength, contribution, and deep self-worth, the path of a contemporary elder. _________________________ For More on Marc Cooper Older to Elder: The Thinking and Being of a Contemporary Elder The Contemporary Elder Institute _________________________ Podcast Episodes You May Like The Well-Lived Life – Dr. Gladys McGarey The Pursuit of Wisdom – Ben Lytle The Measure of Our Age – MT Connolly ___________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host  Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. Connect on LinkedIn _________________________ Wise Quotes On Olders and Elders "Older is objective and elder is subjective. Older is defined by the culture. This is what happens when you get old. These are the problems that occur....So there's a certain element of conventional knowledge that people can expand their lives through their health span, their lifespan... That's distinct from a cultural viewpoint... You would observe it in their language, and you would observe it in their listening. So another is a listener, and another knows certain principles that are practiced that older does not, and one would be that listening is more powerful than speaking, that you listen in a way that allows for the other person to have safety....

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Sonia Fears. First Vice President and Financial Advisor at Morgan Stanley. She leads The Fears Group, a wealth management team specializing in alternative investments, retirement planning, and financial education.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Sonia Fears. First Vice President and Financial Advisor at Morgan Stanley. She leads The Fears Group, a wealth management team specializing in alternative investments, retirement planning, and financial education.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Sonia Fears. First Vice President and Financial Advisor at Morgan Stanley. She leads The Fears Group, a wealth management team specializing in alternative investments, retirement planning, and financial education.

Your finances need regular checkups to stay healthy. In this episode, Miguel Gonzalez, CRC, explains why a financial review is essential for managing life changes, boosting tax efficiency, and maintaining long-term peace of mind.Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.#FinancialCheckup #RetirementPlanning #FinancialWellness #MoneyMatters #InvestmentStrategy #RetirementGoals #PersonalFinanceTips #FinancialAdvisor #WealthManagement #TaxPlanning #MoneyManagement #CortburgAdvisors #MiguelGonzalez #SmartInvesting #AnnualFinancialReview #PlanForRetirement #FinancialHealth #401kStrategy #RothConversion #FinancialSuccessWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

In this curated selection from the Happy Space Podcast, I'm bringing back voices that challenge, inspire, and expand our thinking about designing for inclusion and accessibility. These encore episodes highlight conversations that continue to resonate—on neurodiversity, workplace design, and the small shifts that can make a big difference. Whether you're tuning in for the first time or revisiting a favourite, I hope these episodes offer fresh insight into how thoughtful design can help everyone show up and perform at their best.President & CEO of Seramount, Subha Barry tells us about her connections with neurodiversity, her widely recognized Autism Intern program, and gives practical advice on how to advance your DEI efforts in today's corporate world.A trailblazer in diversity, equity, and inclusion, Subha Barry shares a wealth of insights through her work as President and CEO at Seramount. Barry shares her personal and professional journey from India to the United States, and her pioneering initiatives at Merrill Lynch and Freddie Mac, including her widely recognized Autism intern program at Freddie Mac. Key topics include the importance of embedding DEI into business strategies without relying solely on HR, understanding neurodiversity, and practical ways to create inclusive workplaces. She also gives her take on how she thinks leaders should approach DEI and foster better relationships with employees.Subha Barry is a C-suite leader and an advisor who brings a unique perspective on the alignment of corporate culture to talent strategy and business results. As a transformational change agent, she has a proven record of identifying and accelerating new business creation, driving sales, and increasing profitability.Subha is president of Seramount where she drives the firm's vision, strategy, and business development. Subha joined Working Mother Media (WMM) in 2015 and during her tenure she dramatically improved margins, expanded its portfolio through growth in high-value consulting and learning and development, exponentially grew their client roster, and recruited talented executive leaders to amplify subject matter and functional expertise. In 2021, Subha oversaw the brand's transformation from WMM to Seramount, a leading strategic professional services and research firm dedicated to building high-performing, inclusive workplaces. Today, Seramount works with 450+ organizations globally, including half of the Fortune 500, to help our partners navigate today's talent and DEI landscape.Previously, Subha was senior vice president and chief diversity officer at Freddie Mac, where she served on the firm's management committee and led their foundation. Prior to her time at Freddie Mac, Subha spent 20+ years at Merrill Lynch as managing director and their first global head of diversity & inclusion where she built their D&I strategy, infrastructure and execution plans from the ground up. She also created a highly successful Multicultural Business Development Group to focus their wealth management business on diverse and multicultural communities bringing in over $8 billion in new assets and $50+ million in annual revenues in just three years. She began her career at the firm as a financial advisor where she was a top 100 advisor among 16,000 in the firm.Subha is a former adjunct professor at Columbia University's SIPA, and currently serves on the Boards of SHRM Foundation, Rice 360, Rutgers Cancer Center and the Rutgers Institute of Women's Leadership. She is also a Board Advisor at PE-owned Snowden Lane Partners. In the past, Subha has served on a variety of Boards as Board Chair, Head of Nominating & Governance, Finance, and HR and DEI Committees.A native of India, Subha holds a BA from Bombay University and an MBA and MS in Accounting from Rice University. She enjoys golfing, reading poetry and rallying for social change. She has two grown children and lives in...

Susan Treadgold is a holistic high-performance coach, fractional investor relations for early-stage healthcare and longevity companies, TEDx speaker and multiple #1 best-selling author with nearly two decades of investment banking experience at Morgan Stanley, Merrill Lynch and Citigroup. She empowers people to have more energy and success with the use of science-backed high-performance habits, executive presence training and a personally curated ‘longevity portfolio' of cutting edge ‘biohacking' products. She is an award-winning artist, host of The High Performing Woman talk show and on the leadership committee of 50/50 Women on Boards. Proud mother of two teenagers. Family is her love language and helping women and children is her passion. Board Member of Roots of Promise charity helping Ugandan orphans get into loving families http://www.21daynegativitydetox.com/https://tedlondon.com/signup/ #ManifestWithEnergy#HighVibeHabits#BiohackingForManifestation#EnergyAlignment#HolisticManifestation   https://calendly.com/rebeccaelizabethwhitman/breakthrough https://wellnessmarketingltd.com/magnetic-abundance-manifest-your-dream-life-retreat/ https://www.amare.com/et/kd4k0a/2088608 https://mall.riman.com/rebeccawhitman/home http://pillar.io/rebeccaewhitman To learn more about Rebecca…https://www.rebeccaelizabethwhitman.com/#home

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This Flashback Friday is from episode 257 published last May 1, 2012. Jason Hartman is joined on this episode by Greg Farrell, author of Crash of the Titans: Greed, Hubris, The Fall of Merrill Lynch, and the Near Collapse of Bank of America, for a discussion of the economic crash and the resulting bailouts, as well as some of the inside dealings with some of the major banks, such as the buyouts by Bank of America. Greg explains how these banks that participated in the buyouts grossly underestimated the depth of problems in their own banks and in those they acquired. Greg relates his research on Merrill Lynch's attempt in the 1980s to become more like Goldman Sachs and other Wall Street banks, which was to their detriment because they lacked the expertise for such business practices, and became involved in and in the middle of many of the scandals of the late ‘80s and early ‘90s. Like CitiGroup, they were in over their head. Jason and Greg discuss Wall Street in general and then specific financial groups regarding the recklessness and risky businesses, funds, etc, that they entertained to give the impression of higher rates of returns. As the plot unfolded, large bonuses to CEOs and high-producing brokers came into play, which encouraged an all or nothing attitude toward the company and fostered a “me” attitude versus long-term stability of the company. Greg also talks about what he calls the “Charlotte Mafia,” the clash of company cultures. Greg Farrell is a correspondent for the Financial Times. In January 2009, he broke the news that Merrill Lynch had paid out its 2008 bonuses a month ahead of schedule, in December, even though Merrill was in the process of losing $28 billion for the year, and Bank of America needed an extra $20 billion in taxpayer funds to complete its acquisition of the firm. That story sparked an investigation by New York attorney general Andrew Cuomo.     Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

In this episode, Certified Retirement Counselor Miguel Gonzalez breaks down Investment Savings Plans (ISP)—what they are, how they work, and how to create one that fits your financial goals. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.#InvestmentSavingsPlan #FinancialPlanning #BuildWealth #MoneyGoals #PassiveIncome #ISP #RetirementPlanning #FinancialAdvisor #CompoundInterest #SmartInvesting #InvestmentStrategy #DiversifyYourPortfolio #WealthBuilding #GoalSetting #RiskTolerance #LongTermInvesting #MoneyTips #CortburgRetirementAdvisors #FinancialFreedom #MoneyManagementWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

Show SummaryOn today's episode, we're featuring a conversation with conversation with playwright and producer Elizabeth Coplan, founder of the Greif Dialogues, a nonprofit theatrical movement that facilitates conversations about dying, death, and grief. We talk about her own connection to service and discuss how Grief Dialogues has developed a specific immersive experience of remembrance and reflection ahead of Memorial DayProvide FeedbackAs a dedicated member of the audience, we would like to hear from you about the show. Please take a few minutes to share your thoughts about the show in this short feedback survey. By doing so, you will be entered to receive a signed copy of one of our host's three books on military and veteran mental health. About Today's GuestElizabeth Coplan is a veteran of marketing and public relations with over four decades of experience. She began her professional journey as an aspiring actor in New York City in 1972 before pivoting to publishing, eventually becoming the managing editor of Chief Executive Magazine. After relocating to California, she climbed the ranks at Collins Foods International, ultimately serving as Director of Corporate Communications.In Seattle, Elizabeth became a trailblazer in professional services marketing, notably serving as the first Northwest marketing director for Touché Ross (now Deloitte). She later became Director of Client Service and Development at Davis Wright Tremaine, where she helped grow the firm from three to ten offices and pioneered strategic sponsorships in the legal sector. After six years, she launched her own consulting firm, advising major clients including Merrill Lynch and the University of Washington School of Law.Her service on nonprofit boards includes the Bainbridge Island Museum of Art and the Intiman Theatre, where she chaired strategic planning. In 2013, after a series of personal losses, Elizabeth began writing to process her grief. This led to the creation of Grief Dialogues, a groundbreaking play and nonprofit initiative that fosters dialogue about death and grief through theatre.Her award-winning works include Hospice: A Love Story, Untold, The Choice, and Honoring Choices, the latter adapted into a film that premiered in Los Angeles and earned multiple festival awards. She also directed and produced Juntos Nos Ayudamos, a film addressing suicide in a Hispanic family, and co-hosts the podcast Out of Grief Comes Art.Elizabeth's writing appears in professional grief therapy publications, and her full-length play 'Til Death premiered Off-Broadway in 2023 with an acclaimed cast. She is currently working on The Book Club, a new play exploring the lives of senior women.Links Mentioned in this Episode Grief Dialogues WebsiteMy Guardian Angel MoviePsychArmor Resource of the WeekThis week's resource of the week is the PsychArmor course, Good Grief. Grief is not only experienced with death, it can also occur with job loss or severe changes to physical well-being. The purpose of this course is to recognize loss and identify what is learned as a result of that loss. You can find the resource here:  https://learn.psycharmor.org/courses/good-grief Episode Partner: This week's episode is brought to you by Humana, a leading health and well-being company that has joined forces with PsychArmor to develop campaigns and courses that support veterans and their families in achieving their best health. To learn more about how Humana honors and serves veterans visit healthequity.humana.com/veterans Contact Us and Join Us on Social Media Email PsychArmorPsychArmor on TwitterPsychArmor on FacebookPsychArmor on YouTubePsychArmor on LinkedInPsychArmor on InstagramTheme MusicOur theme music Don't Kill the Messenger was written and performed by Navy Veteran Jerry Maniscalco, in cooperation with Operation Encore, a non profit committed to supporting singer/songwriter and musicians across the military and Veteran communities.Producer and Host Duane France is a retired Army Noncommissioned Officer, combat veteran, and clinical mental health counselor for service members, veterans, and their families.  You can find more about the work that he is doing at www.veteranmentalhealth.com  

Retirement is what you make of it. Do you have a second-act story as an entrepreneur in you?  Connie Inukai, author of  Retirement: Dream Big, Take Action, Make Money: 10 Amazing Second Act Entrepreneurs Tell Their Story, shares her experience in her second act as an inventor and "Grandmapreneur." Connie Inukai joins us from Maryland. _______________________ Bio As a serial “Grandmapreneur®”, Connie Inukai speaks to retirees or soon-to-be retirees on the benefits of pursuing entrepreneurship in retirement. Retired from teaching Technical Writing at the University of Maryland and Johns Hopkins University for four decades, Connie Inukai became an award-winning inventor at the age of 68.  Featured in Entrepreneur magazine, “6 Reasons to Pursue Entrepreneurship in Retirement,” Connie encourages Baby Boomers to have an active retirement through business or social entrepreneurship. She is the creator of Write Your Selfie®, where she inspires people to write their life stories in a fun and easy-to-read format so grandchildren and future generations will enjoy turning the pages to learn about their ancestry and life lessons. She is passionate about working with dementia sufferers and their families to preserve the memoirs of this “invisible” population. _______________________ For More on Connie Inukai Retirement: Dream Big, Take Action, Make Money: 10 Amazing Second Act Entrepreneurs Tell Their Story Website -  Grandmapreneur: Inspiring Invention, Ideas, and Impact  _______________________ Mentioned in this Podcast Conversation SCORE Mentoring Program _______________________ Podcast Conversations You May Like The Heart of Grandfatherhood – Ted Page Is Semi-Retirement the Best of Both Worlds? – Liz Weston Unretired – Mark S. Walton ________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host  Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. Connect on LinkedIn ________________________ Wise Quotes On Being a Second Act Entrepreneur "SCORE is very helpful because when I started, when I retired, I was 68 years old and then I was fumbling around with my invention. I knew nothing about anything, but I did learn how to invent a product and I went to SCORE because I had no idea what to do and they're very good with newbies and I think they didn't expect a newbie to be my age, but I think I'm older than my SCORE mentor, but he was wonderful and the first thing he did was he told me to write a business plan.

In this episode of The Distribution, host Brandon Sedloff sits down with Jay Maher, Global Chief Operating Officer at H.I.G. Capital, to explore what it takes to build scalable operational infrastructure inside one of the world's leading middle-market private equity firms. With a career spanning over 30 years in fund administration, technology, and operational leadership, Jay brings a unique perspective on institutional growth, data strategy, and the evolving role of the COO. They discuss Jay's journey from cutting NAVs on paper at Merrill Lynch to co-founding and selling multiple fund services businesses, and how that experience informs his approach to streamlining systems, breaking down silos, and preparing H.I.G. for its next phase of growth. They also cover: The complexities of building a centralized data warehouse across asset classes How H.I.G. balances entrepreneurial culture with institutional standards The implementation of Workday HCM and firm-wide performance systems Operational lessons from scaling multiple fund administration teams How to design effective vendor partnerships with aligned incentives The strategic role of the COO in talent, technology, and investor service delivery This episode is a behind-the-scenes look at operational alpha in action, offering a rare window into how scaled private equity firms are building durable foundations for long-term growth. Links: Jay on LinkedIn - https://www.linkedin.com/in/jay-maher-90b71616/ H.I.G. Capital - https://hig.com/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro (00:02:07) - Jay's career and background (00:18:18) - The state of operational alpha for private markets (00:23:10- Advice for folks trying to wrap their heads around maintaining clean data (00:27:00) - How does HIG think about the role of operations and data in the firm's strategic vision? (00:29:59) - Jay's role as COO (00:38:14) - Leadership philosophies (00:40:55) - Outsourcing approaches (00:44:08) - Developing successful partnerships (00:46:02) - What's something that surprised you in your role as COO? (00:48:10) - How do you get people to change? (00:52:52) - What do you see on the horizon over the next 3-5 years?

Is stress bad for you? Yes, but so is too little stress. Sharon Bergquist, MD, author of The Stress Paradox: Why You Need Stress to Live Longer, Healthier, and Happier, shares her research on how good stress, in the right amount and at the right time, can enhance your well-being and longevity. Dr. Sharon Bergquist joins us from Atlanta. _________________________ Bio Sharon Horesh Bergquist, MD, is the author of The Stress Paradox: Why You Need Stress to Live Longer, Healthier, and Happier. She is an award-winning physician, innovative healthcare leader, and visionary researcher renowned for spearheading a science-based approach to applying lifestyle as medicine. She has helped lead numerous clinical trials, including the Emory Healthy Aging Study and the NIH-funded Emory Healthy Brain Study. Dr. Bergquist is widely published in peer-reviewed journals and has contributed to over 200 news segments, including Good Morning America, CNN, ABC News, The Wall Street Journal, and NPR. She hosts The Whole Health Cure podcast and her popular Ted-Ed video on how stress affects the body has been viewed over six million times. She received her degrees from Yale College and Harvard Medical School. _________________________ For More on Sharon Bergquist, MD The Stress Paradox: Why You Need Stress to Live Longer, Healthier, and Happier Website _________________________ Podcast Conversations You May Like Tiny Experiments – Anne-Laure Le Cunff Shift – Ethan Kross From Cravings to Control – Revamp Your Habits – Dr. Jud Brewer ________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host  Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. Connect on LinkedIn __________________________ On Good Stress and Bad Stress "You can tell a lot about the difference between good stress and bad stress by looking at studies on retirement because there's such a discrepancy between the studies, some showing that some people live longer and live better when they retire and some people actually do better if they work past retirement age. And when you look at the difference, it really comes down to the nature of their job. If people are working in jobs that are joyful, purposeful, very reward driven, they tend to do better working past retirement age. And people who feel chronically stressed, overwhelmed by their work, there's no joy, low reward, they tend to do better to retire. And that begins to tell you a lot about good stress and bad stress." On Stress "So essentially,

Dan Nathan is joined by seasoned analyst Steve Milunovich. Steve, who has a rich history as a sell-side analyst at Merrill Lynch and other institutions, discusses the various technological waves spanning from the centralized computing era of mainframes to the current generative AI boom. They dive deep into the historical context of tech market cycles, including the dot-com bubble and the rise of mobile, social, and cloud computing. Steve shares his insights on the role of major tech giants like Microsoft, Google, Apple, and Nvidia in these cycles and the challenges of identifying future market leaders. The episode also explores frameworks for investing in individual companies, highlighting key differentiation strategies and the evolving nature of tech ecosystems. Finally, Dan and Steve reflect on the entrepreneurial legacies of Steve Jobs and Elon Musk. References The Carlota Perez Framework (AVC) AI's $600B Question (Sequoia) Hamilton Helmer's 7 Powers —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media