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The latest episode in the popular Coding with Ann series features a conversation with expert Ann Finn and special guest Dr. Michael Policar about potential scenarios clinicians may see around early pregnancy loss and how to bill for them in order to maximize clinic revenue and reimbursement.
Building wealth for ourselves is a dream for all of us but building generational wealth that will help your entire family and all the future generations to come after you is even better. Here today to help you realize that you too can achieve this is Lea Landaverde. Lea is the founder of “The Riqueza Collective” and also runs the “Mi Riqueza Podcast”, both of which are all dedicated to one thing and that is for people of color and immigrants to build generational wealth for their family. If you were born into not the best of circumstances and looking to break through and live the life you've always dreamt of for yourself and your entire family then this week's episode is just for you. Highlights >> What is Fintwit? >> Lea's background >> How Lea got into finance >> What led Lea to help people build their own generational wealth >> Being a queer latina in corproate America >> What motivates Lea to continue to grow, learn and lead Connect with Lea >> https://msha.ke/lealandaverde/#links (Website and all other social media accounts ) If you loved this episode, you have to listen to these episodes as well: >> https://minority-money.captivate.fm/episode/go-out-and-live-with-michael-policar (“Go Out And Live” with Michael Policar) >>https://minority-money.captivate.fm/episode/the-blueprint-for-financial-decision-making-with-meg-bartelt ( The Blueprint for Financial Decision Making with Meg Bartelt) >> https://minority-money.captivate.fm/episode/what-does-it-take-to-build-a-mission-driven-business-with-brian-thompson (What Does it Take to Build a Mission-Driven Business? with Brian Thompson) I'm sure you're getting tons of value from the podcast! Don't forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv) , Spotify (https://spoti.fi/3jParH0) , Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS
The Financial Planning series officially ended a week ago and what a fantastic ride it was. I hope all of you enjoyed it and learned as much as I had listening to these guests. That being said, today's episode will just be a quick one and I'll basically be talking about some updates in my life, preparing for the holiday season, recaps and why representation is important. So if you're interested in hearing about these things then make sure to listen to this week's episode. Highlights >> Recap of financial planning series >> Creating a spending plan for the holiday season >> The BLX mission >> Importance of representation If you loved this episode, you have to listen to these episodes as well: >> Bridging the Racial Wealth Divide with Dedrick Asante-Muhammad (https://apple.co/3GYYNCM) >> “Go Out And Live” with Michael Policar (https://apple.co/3CPQSoV) >> The BLX Internship Program with Luis Luquin and De'Shonda Burton (https://apple.co/2Xl1BIo) I'm sure you're getting tons of value from the podcast! Don't forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv) , Spotify (https://spoti.fi/3jParH0) , Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app andhttps://www.facebook.com/sharer/sharer.php?u=https://www.minoritymoneypodcast.com/podcast ( )SHARE THIS
The first thought that comes to mind when people hear the word “finance” is usually money, how to take care of your money or even how to make more money, but our guest today, Michael Policar, has a different outlook when it comes to this. Michael runs both NGP Financial Planning and the podcast, “Go Out And Live”, in fact the acronym for this is actually GOAL. This is the basis for everything Michael does as a financial advisor, he wants his clients to reach their goals. A client doesn't have financial goals for the sake of accomplishing financial things, rather their goals are focused on the things they want to do in life. So if you're feeling stuck right now and want to know how finance is more than just about money and how to really get out there to start living your best life, then tune in to this week's episode! Highlights >> Background on Michael's new show >> How Michael started his new firm >> How Michael helps his clients >> The thing that impacted Michael the most in his work >> Michaels advice for people who want to become financial advisors >> How Michael felt when he made the change from employee to business owner >> Michael's advice for you Connect with Michael >> https://ngpfinancial.com/ (Website) >> https://podcasts.apple.com/us/podcast/go-out-and-live/id1428236799 (Podcast ) >> https://twitter.com/mikepolicarngp (Twitter) >> https://www.linkedin.com/in/mpolicar/ (LinkedIn ) If you loved this episode, you have to listen to these episodes as well: >> https://podcasts.apple.com/us/podcast/scoring-in-life-and-in-finance-with-darin-carter/id1473231134?i=1000517743783 (Scoring in Life and in Finance with Darin Carter) >> https://podcasts.apple.com/us/podcast/gaining-financial-confidence-through-money-talks-jen/id1473231134?i=1000491971714 (Gaining Financial Confidence Through Money Talks with Jen Hemphill ) >> https://podcasts.apple.com/us/podcast/winning-in-finance-health-marriage-life-with-david-stewart/id1473231134?i=1000470175630 (Winning in Finance, Health, Marriage & Life with David Stewart ) I'm sure you're getting tons of value from the podcast! Don't forget to subscribe onhttps://podcasts.apple.com/us/podcast/minority-money/id1473231134 ( Apple Podcasts),https://open.spotify.com/show/0and9szy0q9RxxQhZ2vnrf ( Spotify),https://podcasts.google.com/?feed=aHR0cHM6Ly9mZWVkcy5jYXB0aXZhdGUuZm0vbWlub3JpdHktbW9uZXkv ( Google Podcasts), or on your favorite podcast app andhttps://www.facebook.com/sharer/sharer.php?u=https://www.minoritymoneypodcast.com/podcast ( SHARE THIS) with a friend. ********** Let's Continue the Conversation! Head on over to the Facebook Group and let's discuss how we can change the complexion of wealth (https://www.facebook.com/groups/423846561552747/ (https://www.facebook.com/groups/423846561552747/)) Want to chat with a fee-only financial planner? Shoot me an email at emlen@minoritymoneypodcast.com Can't wait to meet you.
Starting in 2021, the NCTCFP will be debuting new learning modality called Clinician Cafes! Each Clinician Café will combine peer-reviewed scholarship, online products, and the chance to consult experts, both via Zoom and asynchronous online chat, about the latest topics in Title X and family planning care. Our first Clinician Cafe will be open from January 25th through January 29th, and features Patty Cason and Dr. Michael Policar discussing the new ASCCP Risk-Based Management Consensus Guidelines. This Cafe offers up to three hours of CE, and while it is free, space is limited to just 45 participants, to maximize engagement. To sign up, please go to the NCTCFP's website at www.ctcfp.org. We hope to see you there!
Michael Policar, Fiduciary Wealth Manager at Hightower Bellevue, joins us to talk about his experience moving from a big wirehouse firm to a more independant advisory business, why he chooses ETFs for client portfolios, and what the word "fiduciary really means to him.
Does there need to be more education from employers when it comes to your health insurance? You know there does! But, according to our next guest and awesome podcast host of the 15 Minute Financial Advisor, Michael Policar, we can't put this all on them. Employees need to go in with the mindset that they're out to take care of themselves too. You've got to listen to these wise words from Michael, especially with open enrollment right around the corner. Be sure to subscribe to the podcast on your favorite podcast app!
In Ep. 91, Tim interviews Michael Policar. Mike is the host of the Fifteen Minute Financial Advisor podcast and a wealth manager at Hightower Bellevue. They talk about the success of Mike's podcast, his desire to educate both his clients and podcast listeners in the world of personal finance, and more! They also discuss what it means to be a fiduciary, and some common personal finance tips that everybody needs to hear. Enjoy!
For all the conversation about the money of esports lately, Fortnite World Cup and DOTA2's The International come to mind presently, if you're not a player, what can you do to join in on all of this hype? Well, investing is a start, but before you can get there safely, you need to take care of you and build your infrastructure. With that in mind, I brought in my fellow podcast host compadre, Michael Policar, from his podcast "15 Minute Financial Advisor". This session has him going over some of his favorite books and resources as well as his perspective on a few topics. Give this cast a listen, then be sure to head over to his podcast and subscribe. Michael's contact info: https://twitter.com/15MinuteFA https://hightowerbellevueadvisors.com/15minutewealthadvisor https://www.facebook.com/15minuteFA/ I was beyond words when Azata shared with me his outtake music project from my vocals. It is so huge to have a partner in this podcast to help manage music and the audio quality. Hopefully, I served him well this week getting this episode together! Azata's info: https://twitter.com/Azata_music https://soundcloud.com/azatamusic/tracks THE SUMMONING HOUR SONG: https://drive.google.com/open?id=1YkJ3FcjEZ6pDXNlP7dWUanptxSsOszoK Be sure to check me out on social media and leave feedback there or on the Anchor platform to be integrated into the podcast: https://linktr.ee/warlockrakaul https://anchor.fm/thesummoninghour/message Support the Podcast with a donation: https://anchor.fm/thesummoninghour/support --- Support this podcast: https://anchor.fm/thesummoninghour/support
Jimmy Hausberg of The Hausberg Group and Michael Policar of HighTower Bellevue discussed the non-traditional ways they use to diversify portfolios and protect clients from volatile markets, with Hausberg discussing newfangled defined-outcome funds while Policar said he favors what he described as 'core private real estate' as a way of creatively allocating assets and reducing market risk.
With volatility returning to the market and many investors expecting a downturn, Tim Clift, chief investment strategist at Envestnet, said investors should look to rebalance portfolios to protect gains, be opportunistic buyers on dips but to mostly expect the market's volatility to amount to a flat ride through to the end of the year. That would leave 2019 as a double-digit gainer, he noted, so while flat doesn't sound good, holding onto current gains likely will keep investors satisfied, and it leaves room for the market to grow as it heads into the election year. Also on the show, Jimmy Hausberg and Michael Policar of HighTower Advisor discuss alternative investment types and diversifying from traditional allocations, with Hausberg favoring defined-outcome funds while Policar likes core private real estate. Leonard Wright of the American Institute of CPAs discussed investors' current levels of pleasure and pain, and Sandy Villere III of the Villere Funds talked stocks and concentrated portfolios in the Market Call.
Michael Policar of HighTower Bellevue and Jimmy Hausberg of The Hausberg Group answer an audience question and walk a nervous investor back from the edge of making a massive asset-allocation change out of fear of the next market downturn, noting instead that other factors -- from income to mortgage status to the actual need to tap investments to longevity -- should drive allocation decisions. The duo noted that the timing is right for reviewing allocation changes -- with a calm market near record highs -- but they warned against letting fear have major influence over long-term plans.
Michael Gayed of the Lead-Lag Report said that the market's reaction to today's anticipated Federal Reserve rate cut could show how long the bull market can continue. He noted that if the Fed steps in but there is no steepening of the yield curve, it's a problem because central-bank actions -- both domestically and abroad -- are not going to normalize long-term bond yields. That's a sign that the bull market is not healthy, Gayed said. Likewise, in the Market Call, Mark Yusko of Morgan Creek Capital Management noted that he is looking to get into the few market areas that are on sale and unloved, and he noted in 'Hold It or Fold It' that he would be leaving momentum in favor of a bear-market fund because of his concerns for the market's health. Also on the show, Michael Policar and Jimmy Hausberg of HighTower Advisors discuss a case of a consumer looking to make an allocation change because the market's health makes them nervous, and Jill Gonzalez of WalletHub talks about how consumers should react to the Capital One data breach.
Many women and teens use hormones to manipulate their menstrual cycle and so it makes sense this can also be an option for women with disabilities. What ethical considerations come into play and what options are available? What about the pelvic exam? Is it a recommended procedure for this population? How can it be performed with the utmost dignity for patients with differing abilities? The first part of the show will cover reasons for menstrual manipulation and the ethics of making that choice. The last half covers options for menstrual manipulation including considerations that may be specific for those with differing abilities. Also discussed is how to support an individual with disabilities through the pelvic exam. To navigate this territory with us is Dr. Michael Policar. Dr. Pollicar is a Professor Emeritus of Obstetrics, Gynecology and Reproductive Sciences at the University of California, San Francisco, School of Medicine, as well as Clinical Fellow at the National Family Planning and Reproductive Health Association (NFPRHA), where he is an advisor on clinical and reproductive health policy topics. He has served on expert advisory panels of the Centers for Disease Control and the U.S. Office of Population Affairs, contributing to the CDC Medical Eligibility Criteria (MEC) for Contraceptive Use (2016), the CDC Selected Practice Recommendations (SPR) for Contraceptive Use (2016), and Providing Quality Family Planning Services: Recommendations of CDC and the U.S. Office of Population Affairs (2014). He is a member of the Quality/Utilization Advisory Committee of the Partnership Health Plan of California and the California Breast and Cervical Cancer Advisory Council. ***Related Episodes*** #77: Your Body Your Boundaries - Teaching Sexual Health to Individuals with Special Needs #79: Better Medical Visits for Patients with Special Needs #80: Winning Insurance Battles ***Find Kim in Instagram at @journey2lomah*** ***Links to content mentioned in this episode are at www.lomah.org/podcastseason3/84
Laura Geritz, founder and president at Rondure Global Advisors, said the market and the economy are acting in unusual ways, noting that the disconnect between growth and value is oversized, citing concerns about the actions of central banks in lowering rates even as economic activity seems to be growing and more, but she noted that the market is likely to continue pushing higher because investors seem willing to ignore most concerning trends, at least for now. Also on the show, Jimmy Hausberg and Michael Policar of HighTower Advisors discuss risk tolerance and asset allocation changes in current markets, Paula Fleming of the Better Business Bureaus discusses a new scam centered on travel site Expedia.com, and author Agustin Lebron talks about 'The Laws of Trading."
Jimmy Hausberg from The Hausberg Group and Michael Policar of HighTower Bellevue discuss the importance of properly assessing risk tolerance and setting appropriate asset allocations, noting that current market conditions -- with the market near highs but not seeing gut-wrenching volatility -- are ideal for making calm, rational decisions. Hausberg noted that few investors he has seen in his career have a good handle on risk and how they really deal with it, while Policar noted that investors who only consider their risk tolerance after a big market move tend to make mistakes when the market hits the bottom of a move or a cycle.
Have you ever felt like managing money is difficult? You've tried and tried again but it gets frustrating, emotionally draining or quite frankly, boring? If so, this podcast is for you! In this episode, Michael Policar joins our Master Builders with advice on how to make investing simple. With his expertise and easy to understand approach you, like I did, will take away gems that you can immediately implement to improve your financial life. You are #YoungMoney. Enjoy!