Podcasts about new york life

Step inside the world of data innovation as Don Vu, SVP and Chief Data and Analytics Officer at New York Life, reveals how a 180-year-old institution is embracing cutting-edge AI. Don, shares insights from his unique background, spanning Major League Baseball and retail startups, now applied to transforming the insurance industry. Hear how New York Life leverages AI to make experiences proactive and intelligent, addressing challenges like the "last mile problem" in data operationalization. Key Moments: MLB Data Insights (07:28): The conversation delves into how every baseball stadium is extensively instrumented with high-speed camera and radar technology, meticulously tracking every object on the field. This massive trove of data is then shared across all baseball clubs for in-depth analysis and the optimization of strategies.The Last Mile Problem (09:38): A critical challenge in data and AI is identified as the "last mile problem," emphasizing that the primary hurdles often lie in the operationalization, change management, adoption, and acceptance of solutions, extending far beyond the mere building of models.Data & AI in Business Strategy (13:08): The discussion highlights that data serves as the fundamental underpinning for seamless operations, while AI actively transforms experiences, making them proactive and intelligent. This deep integration of AI and data is central to New York Life's core business strategy.Data Readiness & Quality (20:08): Persistent data readiness issues are addressed, underscoring that data quality, latency, governance, and stewardship—with business owners held accountable—are absolutely crucial for both structured and unstructured data environments.AI Interoperability & Agent-Driven Future (22:43): The episode explores the importance of tracking emerging AI protocols such as MCP (Model Context Protocol) and agent-to-agent protocols. A compelling vision of the future is also shared, where AI agents act on behalf of consumers. Realizing this vision depends on interoperability across AI systems, enabling smooth, intelligent collaboration between diverse platforms.GuideMe Application & AI (32:46): New York Life's innovative "GuideMe" tool, utilized by agents during client meetings, is described as possessing incredible potential for pervasive AI integration. This integration is set to significantly supercharge both the agent and client experience, streamlining financial planning.Key Quotes:“There is this phrase that data practitioners often cite. It's like this notion of garbage in, garbage out. And data quality matters. The latency of your data is significantly important. The notion of data governance and data stewardship, with a business owner being accountable for the quality of data, is really important." - Don Vu“We think human-led protection-first holistic advice and guidance is really the key here, and we have amazing advisors, we have amazing agents throughout the country, and what we're really focused on is really enhancing them and trying to make their lives easier by having AI at their side.” - Don Vu“Data is the underpinning foundation upon which that runs seamlessly and consistently. AI is the way by which it becomes proactive and intelligent across the entire set of experiences.” - Don VuMentionsHow New York Life's “Guide Me” is Leading the Way in Digital TransformationRockaway Beach: New York's Best Kept SecretLeading Change: By John P. KotterDiner: South Williamsburg, Brooklyn RestaurantGuest Bio Don Vu is the Senior Vice President and Chief Data and Analytics Officer at New York Life. In this role, Don leads the company's artificial intelligence (AI) and data team, overseeing AI, data, and insights initiatives and ensuring data architecture supports New York Life's business objectives. Prior to joining New York Life, Don served as chief data officer at Northwestern Mutual, where he spearheaded organizational transformation and enterprise data and AI strategy. His impressive career also includes leadership positions at WeWork as vice president of data and analytics and 13 years at Major League Baseball (MLB) as vice president of data and analytics. Don holds a B.S. in Information Systems and Commerce from the University of Virginia and actively contributes to the field as an advisory board member for McIntire's Business Analytics program. Hear more from Cindi Howson here. Sponsored by ThoughtSpot.

We're thrilled to welcome Tom Hegna, CLU, ChFC, CASL, to Above the Business. Tom is widely recognized as THE leading expert speaker on optimal retirement solutions and has earned his reputation as the definitive Retirement Income Expert. With an impressive background as a former Senior Executive Officer at New York Life, retired Lieutenant Colonel, and economist, he brings a unique blend of military discipline, corporate leadership, and economic expertise to our conversation with Bradley.Tom has condensed his considerable knowledge into five groundbreaking books:Paychecks and Playchecks: Retirement Solutions for Life - This bestseller ranks in the top 1% of any book ever sold, making retirement planning accessible to millions.Retirement Income Masters: Secrets of the Pros - A compilation of the very best practices from the top retirement experts across the country.Paycheques and Playcheques: Retirement Solutions for Canadians - Bringing his expertise north of the border with solutions tailored for Canadian retirees.Don't Worry, Retire Happy! Seven Steps to Retirement Security - Based on his popular Public Television Special that has reached over 80 million homes in the US and Canada.Don't Worry, Retire Happy! Seven Steps to Retirement Security for Canadians - His most recent work, extending his proven methodology to Canadian audiences.When you listen, you will discover Tom's proven framework for creating optimal retirement income streams, learn why traditional retirement advice often falls short, and understand how to apply military-grade planning principles to civilian retirement challenges. His ability to make the complex simple while maintaining scientific rigor makes this episode essential listening for anyone serious about retirement security.

In this insightful episode, Tom Hendry, SVP and Treasurer at New York Life Insurance Company, shares how embracing diverse roles and challenges throughout his career helped him become a strategic finance leader. Discover how saying “yes” to opportunity, embracing turbulence, and building business acumen turned treasury from a cost center into a driver of value.Tom Hendry is the Senior Vice President and Treasurer at New York Life Insurance Company, one of the largest and most respected mutual life insurers in the U.S. With a career spanning over 30 years, Tom brings a wealth of experience across investment banking, consulting, asset liability management, and treasury leadership.Main topics discussed:Tom's career journey to date and current role leading treasury at New York Life.Lessons learned from economic downturns and working on commercial mortgage workouts.Navigating two careers at Prudential Financial, including leading pension risk transfer deals.Transitioning into mainstream treasury and evolving the function into a profit center.Managing relationships with banks, regulators, and rating agencies through trust and transparency.The transformation of treasury from back-office support to strategic partner.Embracing AI and technology as tools to enhance small treasury teams.Communicating effectively with stakeholders: boards, C-suite, and internal teams.Skills tomorrow's treasurers need: business acumen, adaptability, and partnership orientation.Career advice: own your path, stay curious, be solutions-oriented, and embrace every opportunity.You can connect with Tom Hendry on LinkedIn. ---

Tina Gupta is a seasoned talent management executive with over two decades of experience driving organizational success through innovative talent strategies. As the Senior Vice President (Head of) Talent Management at New York Life Insurance Company, Tina leads enterprise-wide talent transformation, overseeing talent practices, performance management, talent acquisition, learning and development, and employee experience.Before joining New York Life, Tina held senior leadership roles at WarnerMedia, Xandr, and Thomson Reuters, where she spearheaded major change initiatives, including complex IPOs, divestitures, and mergers. She has built and scaled global talent development programs, created strategies for leadership and executive development, and fostered high-performing, psychologically safe teams.Tina is known for her strategic approach to talent management, combining data-driven insights with a people-first mindset. She partners closely with C-suite leaders and HR teams to align talent strategies with business goals, ensuring sustainable growth and high employee engagement.Tina's work has been instrumental in shaping modern talent management practices, and her expertise continues to make an impact in the rapidly evolving business landscape.Ross and Tina talk about skills transformation, upscaling, learning AI, how AI impacts work, experimenting, AI strategy, the pace of AI, preparing for the future, HR management, changing mindsets, rethinking how work is done and organic experimentation. The pair also discuss adaptability, rethinking processes, celebrating failure,  success with failure, rewarding failure, empathy as a company, the next version of yourself, disruption, innovation, trying new roles and curiosity.  Timecodes:00:19 -  Intro to Tina01:07 -  The 'Transform event '02:08 - AI adoption04:15 - New York Life Insurance06:56 AI implemented for the future10:58 Things which have worked well for Tina13:49 Rewards for end results compared to progress18:41 AI forcing change 20:29 Responsibility to provide value24:43 The unknown and learning28:41 Workations31:17 The last time Tina did something for the first timeConnect with Tina:LinkedInNew York Life  Connect with Ross:WebsiteLinkedInMoonshot Innovation 

In this episode, Patti Brennan sits down with Lee Cohen, Advisor Consultant at New York Life, to pull back the curtain on how financial professionals are selected, evaluated, and trusted to help guide your financial future. From one small trade to a full-fledged partnership, Patti and Lee walk through the exact moment their professional relationship began—and the standards that must be met before anyone is brought into the fold. You'll learn why Key Financial vets every firm behind the scenes, how "wholesalers" are evolving into true advisor consultants, and how these unseen partnerships quietly shape your portfolio's performance.

“Learn to do good; seek justice, correct oppression; bring justice to the fatherless…” - Isaiah 1:17As believers, we're called to defend the powerless and stand up for those who can't stand for themselves. Right now, few places need that more than Lebanon, especially for its girls and young women. Today, Jack Hibbard is with us to share compelling stories of hope—and how you can be a part of this important mission. Jack Hibbard has been a passionate advocate for Heart for Lebanon for many years and previously served on the organization's board of directors.A Hidden Crisis for Girls in LebanonWhile global headlines often focus on Lebanon's war-torn landscape and economic collapse, an even deeper crisis is affecting the most vulnerable: young women and girls. Heart for Lebanon is responding to this crisis with bold, gospel-centered compassion, providing protection from human trafficking, early marriage, child labor, and violence.In refugee and impoverished communities, early marriage, domestic abuse, and forced labor are tragically common. One mother, now divorced with four children, shared how her own 14-year-old daughter was forced into marriage to escape abuse, only to find more of the same. In the midst of this pain, the light of the gospel is breaking through.Through Hope Centers, literacy programs, counseling, and discipleship, Heart for Lebanon offers girls a safe place to learn, heal, and flourish. They're helping young women understand who they are in Christ, not as tools or burdens, but as daughters of the King.One 5th-grade girl, forced to labor after school for just $20 a week, broke down in tears when a staff member shared her worth in Jesus' eyes. She had believed she only existed to serve others. But that day, she gave her life to Christ, choosing to walk in His light, despite the darkness around her.You Can Help Right NowWhen girls discover their God-given dignity and worth, it changes everything. The gospel doesn't just rescue—it prevents trafficking, early marriage, and abuse. It restores what the world has tried to steal.As believers, we have a chance to participate in this redemptive work. Every gift of $114 helps protect three at-risk girls from early marriage, child labor, and violence, while introducing them to the love of Jesus.When we loosen our grip on money, we loosen the grip of money on our hearts. Giving doesn't just bless others—it deepens our trust in God and draws us closer to Him.That's the vision behind our quarterly ministry partnership with organizations like Heart for Lebanon. Together, we're trusting God to help us reach 500 girls and young women in Lebanon with protection and hope.Join us in this life-saving mission. To give:Text FAITH to 98656Visit: FaithFi.com/LebanonEvery gift makes an eternal impact—rescuing girls, restoring dignity, and proclaiming the gospel in one of the world's most challenging places. Let's be faithful stewards together.On Today's Program, Rob Answers Listener Questions:I'm 75 and have two retirement accounts I'm not sure what to do with. One is a TSP from my military retirement with just under $5,000. The other is a New York Life annuity worth about $50,000, but it's only earning 2%. Should I move it into an indexed annuity or keep taking the RMDs as is?My wife passed away just two weeks ago, and I'm overwhelmed. She handled our finances; I haven't paid a bill in 25 years. We tried reaching out to a Certified Kingdom Advisor before she passed, but didn't have much success. I don't have a budget, and honestly, I don't know where to begin. I need help.Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)Heart for LebanonWisdom Over Wealth: 12 Lessons from Ecclesiastes on Money (Pre-Order)Look At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

Annie F. Downs is back, and she's bringing the grit, the laughs, and the deep soul-stuff. From rolling ottomans up four flights of stairs to discovering how New York life reshaped her rhythms, Annie shares what it means to grow through the hard and embrace unexpected gifts from God. She opens up about her journey of grief, the heart behind her children's book Where Did TJ Go?, and how singleness has led to a life she truly loves. It's raw, funny, and powerfully honest. Don't miss it! Connect with us on social!Annie: @anniefdownsLevi: @leviluskoJennie: @jennieluskoFresh Life Church: @freshlife [Links]That Sounds Fun Podcast: https://bit.ly/43YTLEqGet the 5-Gallon Bucket: https://bit.ly/sdl4sHYGet the Lusketeer Sticker: https://bit.ly/sdl4sHY Subscribe for more exclusive content: https://levilusko.com/hitl-subscribe Timestamps00:45 - Annie's New York Life & Brick Wall Vibes02:15 - The Struggle of Rhythms in Two Cities06:00 - Prayer Rooms, Singleness & Hope for the Future10:40 - Don't Quit in February: How to Hold On in the Storm17:00 - The Power of a 10-Minute Timer to Fight Temptation36:55 - Behind the Book: Where Did TJ Go? and Grieving With Kids

Annie F. Downs is back, and she's bringing the grit, the laughs, and the deep soul-stuff. From rolling ottomans up four flights of stairs to discovering how New York life reshaped her rhythms, Annie shares what it means to grow through the hard and embrace unexpected gifts from God. She opens up about her journey of grief, the heart behind her children's book Where Did TJ Go?, and how singleness has led to a life she truly loves. It's raw, funny, and powerfully honest. Don't miss it! Connect with us on social!Annie: @anniefdownsLevi: @leviluskoJennie: @jennieluskoFresh Life Church: @freshlife [Links]That Sounds Fun Podcast: https://bit.ly/43YTLEqGet the 5-Gallon Bucket: https://bit.ly/sdl4sHYGet the Lusketeer Sticker: https://bit.ly/sdl4sHY Subscribe for more exclusive content: https://levilusko.com/hitl-subscribe Timestamps00:45 - Annie's New York Life & Brick Wall Vibes02:15 - The Struggle of Rhythms in Two Cities06:00 - Prayer Rooms, Singleness & Hope for the Future10:40 - Don't Quit in February: How to Hold On in the Storm17:00 - The Power of a 10-Minute Timer to Fight Temptation36:55 - Behind the Book: Where Did TJ Go? and Grieving With Kids

Send us a textIn this solocast episode, On Top of PR host Jason Mudd discusses what every company must know about media relations before hiring a public relations firm. Tune in to learn more! Five things you'll learn from this episode:1. Media relations is just one part of strategic public relations2. What makes a story newsworthy3. What journalists really care about when evaluating your pitch4. Why relationships don't guarantee coverage5. What PR tools you shouldn't buy until you're ready Quotables"Public relations is not only media relations. Media relations isn't what most people think it is either." — @JasonMudd9"Earned media must be earned. If someone guarantees coverage, you're buying ads, not PR." — @JasonMudd9"The only audience that matters is the journalist's audience — not your CEO or marketing team." — @JasonMudd9"Great [news] stories beat great [media] relationships." — @JasonMudd9 "PR is a long-term business strategy — not a one-time campaign or quick win." — @JasonMudd9If you enjoyed this episode, please take a moment to share it with a colleague or friend. You may also support us by buying us a coffee or leaving us a quick podcast review.About Jason Mudd, Axia Public RelationsJason Mudd is a trusted adviser and dynamic strategist for some of America's most admired brands. Since 1994, he's worked with brands including American Airlines, Budweiser, Dave & Buster's, H&R Block, Hilton, HP, Miller Lite, New York Life, Pizza Hut, Southern Comfort, and Verizon. Jason founded Axia Public Relations in 2002. Forbes named Axia one of America's Best PR Agencies. At Axia, Jason oversees strategic communications for national clients and leads top PR talent. Clients love his passion, innovation, candor, commitment, and award-winning team. He consults with leadership teams at billion-dollar global business-to-business and business-to-consumer brands, advising them on spokesperson training, crisis communications, analytics, social media, online reputation management, and more. In an increasingly tech-forward world, Jason's grasp of the technological demands companies face helps his multiple-sector clients reach their target audiences. After teaching himself HTML in 1994, Jason helped pioneer internet marketing strategies as an early adopter of e-commerce, search engine optimization, and social media, inspiring tech giants like Yahoo. He speaks to corporations and industry groups and writes about PR trends and best practices for American City Business Journals and other national outlets.Guest's contact info and resources:Jason Mudd on XJason Mudd on LinkedInAxia Public Relations 1:1 consultations and training with Axia Support the show On Top of PR is produced by Axia Public Relations, named by Forbes as one of America's Best PR Agencies. Axia is an expert PR firm for national brands. On Top of PR is sponsored by ReviewMaxer, the platform for monitoring, improving, and promoting online customer reviews.

Tina Gupta is the SVP of Talent Management at New York Life Insurance Company, where she leads efforts to transform how employees develop and grow within the organization. In this episode of The Edge of Work, Tina shares insights into New York Life's ongoing transformation and the role of talent in driving change. She discusses the company's Career Hub initiative, which leverages AI to help employees navigate career growth, upskilling, and internal mobility. Tina also highlights the evolving role of managers, the importance of a connected talent strategy, and how AI is shaping the future of work.LinksTina's LinkedIn:  https://www.linkedin.com/in/tina-gupta-4616b49/

"How do you rebuild when everything you've known is completely shattered in a single day?"In this powerful episode of Life in Transition, host Art Blanchford speaks with Melissa Saleh about her journey through devastating loss and remarkable rebirth. Melissa shares how a single day in 2014—when she lost her daughter at birth—shattered her entire existence, leading to the end of her marriage, career, and life in New York City. She describes the process of hitting rock bottom and how she began rebuilding in Charleston, South Carolina, finding healing through food, nature, and putting creative energy into renovating her home.Melissa reveals how trauma invaded her nervous system and required years of intensive healing work, including a dedicated year focused solely on trauma therapy. She discusses developing powerful intuitive skills, learning to surrender to pain instead of avoiding it, and how this transformation led to a loving marriage and two healthy children that doctors said would be impossible. The conversation offers profound insights on living with uncertainty, the importance of self-love, and how trauma can be transcended—not eliminated—to create a meaningful, authentic life aligned with one's deepest values.Melissa Saleh is a force of nature—former lawyer and journalist turned serial entrepreneur, masterful storyteller, and advocate for survivors of trauma. With a career spanning technology, media, and brand strategy, she has shaped the narratives of Fortune 500 giants and startups alike, helping them carve out their place in a fast-moving world. As the co-founder of FairPlayAI, she works to promote equity and reduce bias in automated decision-making.About The Show: The Life in Transition, hosted by Art Blanchford focuses on making the most of the changes we're given every week. Art has been through hundreds of transitions in his life. Many have been difficult, but all have led to a depth and richness he could never have imagined. On the podcast Art explores how to create more love and joy in life, no matter what transitions we go through. Art is married to his lifelong partner, a proud father of three and a long-time adventurer and global business executive. He is the founder and leader of the Midlife Transition Mastery Community. Learn more about the MLTM Community here: www.lifeintransition.online. In This Episode: (00:00) Melissa's Devastating Loss, The Bottle Analogy: Complete Shattering(05:38) The Inevitable End of Marriage and New York Life(12:30) Going to Zero: Healing A Dark Night of the Soul(17:22) Learning Through the Process of Rebuilding(25:06) MidLife Transition Mastery Ad(27:06) Finding Healing in Charleston(36:21) Nourishment Through Food and Connecting with Chefs(48:53) Transition Mastery Coaching Ad(47:30) Developing Intuitive Skills and Their Power(56:33) Trauma Bonds(01:02:30) Purpose Greater Than Pain(1:10:00) Feeling Your Pain: The Key to Transcendence(1:12:27) Connecting with Melissa and Final ThoughtsResources:Melissa Saleh Website: https://www.melissasaleh.com/Melissa Saleh LinkedIn: https://www.linkedin.com/in/melissa-saleh/Email Art BlanchfordLife in Transition WebsiteLife in Transition on IGLife in Transition on FBJoin Our Community: https://www.lifeintransition.online/My new book "PURPOSEFUL LIVING" is out now. Order it now: https://www.amazon.com/PURPOSEFUL-LIVING-Wisdom-Coming-Complex/dp/1963913922Explore our website https://lifeintransitionpodcast.com/ for more in-depth information and resources, and to download the 8-step guide to mastering mid-life transitions.The views and opinions expressed on the “Life In Transition” podcast are solely those of the author and guests and should not be attributed to any other individual or entity. This podcast is an independent production of Life In Transition Podcast, and the podcast production is an original work of the author. All rights of ownership and reproduction are retained—copyright 2025.

I'm excited to welcome Julia Hermann, CFA, Global Market Strategist at New York Life Investments, to today's episode. As a director on the Global Market Strategy team, Julia provides valuable economic research, asset allocation insights, and thought leadership that help guide investment decisions. She's also the co-host of the “Market Matters” podcast.Before joining New York Life, Julia worked as a Global Market Strategist for an emerging markets equity fund. She's a CFA Charterholder, a summa cum laude graduate from the University of Notre Dame, and holds a Master's in International Economics from Johns Hopkins SAIS. Today, Julia will share her insights on global market narratives and their impact on investment strategies moving forward.You will want to hear this episode if you are interested in...Welcome to UPThinking Finance (0:00)How Julia discovers what information is important to investors (1:30)How should people develop a reliable market view? (7:00)The narratives Julia believes have a significant impact on market decision-making (8:30)Julia's research strategies about USA Federal debt (10:10)AI's influence on the market (16:10)Impacts of tariffs on businesses and the market (25:00)Global markets exploring alternatives to the US dollar (31:40)Julie Herrman is not affiliated with or endorsed by LPL Financial or Capital Investment Advisers.Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Resources & People MentionedMarket Matters PodcastConnect With Julia Hermann, CFAJulia Hermann, CFAConnect on LinkedInConnect with Emerson FerschCapital Investment AdvisersOn LinkedInSubscribe to Upthinking FinanceAudio Production and Show Notes by - PODCAST FAST TRACK

Send us a textIn this solocast episode, On Top of PR host Jason Mudd discusses how the top 20 mistakes companies make with social media and how to fix themTune in to learn more!Five things you'll learn from this episode:1. How to properly resource your social media department2. The importance of platform-specific content optimization3. How to effectively incorporate user-generated content and employee advocacy4. Why social media crisis planning is crucial 5. The value of consistency in social media schedules and audits Quotables"Social media has become its own little marketing department because of all the resources that you really have to put into it." — @JasonMudd9"If you're not responding to comments and messages, your audience will move on to your competition." — @JasonMudd9"Social media moves fast. If your reply takes days, your audience has already moved on." — @JasonMudd9"A sporadic posting schedule makes your brand forgettable." — @JasonMudd9"Have a crisis readiness response plan in place and ready to go." — @JasonMudd9If you enjoyed this episode, please take a moment to share it with a colleague or friend. You can also support us through buy me a coffee or by leaving us a quick podcast review.About Jason Mudd, Axia PRJason Mudd is a trusted adviser and dynamic strategist for some of America's most admired brands. Since 1994, he's worked with brands including American Airlines, Budweiser, Dave & Buster's, H&R Block, Hilton, HP, Miller Lite, New York Life, Pizza Hut, Southern Comfort, and Verizon. Jason founded Axia Public Relations in 2002. Forbes named Axia one of America's Best PR Agencies. At Axia, Jason oversees strategic communications for national clients and leads top PR talent. Clients love his passion, innovation, candor, commitment, and award-winning team. He consults with leadership teams at billion-dollar global business-to-business and business-to-consumer brands, advising them on spokesperson training, crisis communications, analytics, social media, online reputation management, and more. In an increasingly tech-forward world, Jason's grasp of the technological demands companies face help his multiple-sector clients reach their target audiences. After teaching himself HTML in 1994, Jason helped pioneer internet marketing strategies as an early adopter of e-commerce, search engine optimization, and social media, inspiring tech giants like Yahoo. He speaks to corporations and industry groups and writes about PR trends and best practices for American City Business Journals and other national outlets.Guest's contact info and resources:Jason Mudd on XJason Mudd on LinkedInAxia Public Relations 1:1 consultations and training with Axia Support the show On Top of PR is produced by Axia Public Relations, named by Forbes as one of America's Best PR Agencies. Axia is an expert PR firm for national brands. On Top of PR is sponsored by ReviewMaxer, the platform for monitoring, improving, and promoting online customer reviews.

949: New York Life is embracing AI and data to enhance customer experience and business strategy. In this episode of Technovation, Don Vu, Chief Data & Analytics Officer, shares how he's leading a transformation at the 180-year-old mutual insurance giant. Don discusses how AI and data modernization are reshaping insurance, the role of data in improving agent and customer interactions, and how New York Life is structuring its organization for agility and innovation. He also reflects on his career spanning Major League Baseball, Northwestern Mutual, and WeWork, and what excites him about AI's future.

Jeff Beligotti, head of long-term care solutions at New York Life, discusses the growing need for long-term care insurance, the financial hurdles aging Americans encounter and the vital role advisers play in addressing these challenges.

In this podcast episode, Kevin Thompson, founder and CEO of 9i Capital Group, hosts Steven S. Zeiger, an insurance industry expert. The episode, titled "Unmasking Permanent Life Insurance," discuss the complexities and potential pitfalls of permanent life insurance. Stephen shares his journey of prioritizing client interests over company sales goals and underscores the necessity of independent research in evaluating life insurance policies. The discussion highlights the need for transparency, informed decision-making, and the role of advisors in presenting clear, data-driven policy comparisons.Insurance Company Experience (00:04:13)Ethics in Insurance Sales (00:06:19)Understanding Life Insurance Policies (00:09:32)Illustrating Cost Savings (00:12:47) Steven presents a case study showing significant savings through independent research on insurance costs.Understanding Policy Costs (00:15:18) Steven discusses the cost differences between MetLife and New York Life insurance policies.Misleading Illustrations (00:19:17) Steven explains how insurance illustrations can be misleading, affecting client understanding.Case Study on Policy Failure (00:20:15) Steven shares a case where a life insurance policy failed 84% of the time.Illustration Analysis (00:22:40) Steven walks through an illustration of a life insurance policy's potential outcomes.Discussion on Policy Viability (00:26:27) They analyze the sustainability of a life insurance policy using Monte Carlo simulations.Introduction and Importance of Research (00:30:06) Kevin discusses the misconceptions about life insurance and emphasizes the need for understanding the numbers.Life Insurance Decisions (00:31:23) Kevin acknowledges Steven's expertise in guiding high net worth individuals in making informed life insurance choices.Subscribe to the following:NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-pageFollow Us: youtube: / @9icapLinkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428facebook: / mlb2cfpBuy MBB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-Hit the subscribe button to get new content notificationsCorrections: Editing by http:/SwoleNerdProductions.comWebsite: http://www.9icapitalgroup.comCorrections: Editing by http://SwoleNerdProductions.com

“If the average person just more consistently did what they already know they'd be healthier, happier, and be making more money.” – Brian Moran Brian Moran the New York Times bestselling author of “The 12 Week Year: Get More Done in 12 Weeks than Others Do in 12 Months” is going to share how to get more done in less time. He will take us into this execution system he developed while also sharing easy to implement time management strategies. He also connects the dots back to why it is important to create our life vision so we can structure our time and goals around that vision. You will learn tactical steps that you can use today to move closer to the life you desire. Loved this conversation so much! Please be sure to share it with your friends who would benefit from this information. Also be sure to subscribe on Apple Podcasts so you don't miss an episode. Resources Mentioned: JOIN THE NEWSLETTER + Receive A List of 52-Selfcare Tips CONNECT WITH MICHELE ON IG Buy Michele's Book, Design a Life You Love Brian's Book: The 12 Week Year: Get More Done in 12 Weeks than Others Do in 12 Months Brian's website – https://12weekyear.com/ – Thank you for listening to the show! WHAT YOU'LL LEARN: Why the 12 week year is an execution system and how that helps you get more done in less time. It's not enough to know. You have to execute. Knowledge is only powerful if you act on it. Get out of the annual environment. With this program, you are going to stop after 12 weeks and that is your year. Measure your success or failure and measure the progress and then go again. It's a fluid process. You can use this professionally or personally. You can do anything for 12 weeks and then decide is that somethingI want to do again. Your vision is you're why. Your goals NEED to align with the vision. At the goal level, know the difference between goals and tactics and outcomes and actions. The actions we have control over. Goals are outcomes. Make sure at the goal level that is measurable – it's an outcome. Determine what are the most important actions. Most plans are conceptual not tactical. You need to spell out the specific actions and focus on “less is more”. Stay connected to your vision by putting the longer term vision in front of you – laminate a card you can look at every day. Create visual reminders. The difference between a habit and routine is key. Ex, going to the gym is a routine not a habit and routines are what drive success. How you begin and end your day needs a routine. The key is to start off positive. End your day with gratitude. How to manage time. Time blocking – 3 core blocks: A. Strategic Block -3 hours blocked during the week. No interruptions – working on the business not in the business. THIS CAN CHANGE YOUR LIFE. B. Buffer Blocks – these are designed to deal with the emails/low level stuff. Ex, I return calls between 4-5pm. Don't check your emails when they come in. Block time in to address it. C. Break out blocks – schedule time away from work to do something just for you to recharge. The Four Disciplines of the 12 Week Year   Vision – You have to know what you want. Planning – You have to ask – “What matters most?” Execution – Then ask, “Am I doing it?” Measurement – “Is it producing?” Guest Bio: Brian Moran, President and Founder of The 12 Week Year, has thirty plus years of expertise as a corporate executive, entrepreneur, consultant and coach. Brian is a recognized expert in the field of leadership and execution. His realization that most people don't lack ideas, but struggle with effective implementation led him to the development of ‘The 12 Week Year'. His client list includes industry leaders like Allstate, Aon, Becton Dickinson, Dunkin' Brands, Keller Williams, Mass Mutual, Medtronic, Merrill Lynch, Meritage Homes, Nationwide, New York Life, Papa Johns Pizza, Prudential State Farm and Taylor Made just to name a few.

In today's episode of Unveiled: GovCon Stories, we're diving into the essential operational needs that impact every GovCon business. Retaining top talent, managing business, cyber, and compliance risks, and meeting strict regulatory requirements are all critical for success in a field where competition for human capital and contracts is fierce. So, what ties all these elements together? Glad you asked! It's a topic that might make some sigh or brace themselves: insurance. But this won't be your typical insurance chat. This episode delivers actionable insights for GovCon leaders aiming to build a resilient, compliant, and employee-centered foundation as they grow. Stay tuned for valuable insider knowledge to elevate your business!Guest Bio:Kevin FitzPatrick is the CEO of the Government Technology Insurance Company (GovTech) and a Partner at The Baldwin Group leading their GovCon Center of Excellence. With over 25 years in the insurance industry, he has founded several companies in Washington, D.C., including The Capital Group, which was acquired by The Baldwin Group in 2021. Kevin frequently speaks to business leaders in the D.C. tech and GovCon sectors about healthcare insurance strategy and managing fringe and employee benefit costs.Before establishing The Capital Group, he held executive positions at MetLife and New York Life. Kevin serves on the boards of the Northern Virginia Tech Council, the GovConNet Council, and the Government Technology Association. Kevin resides in Chevy Chase, Maryland; and he enjoys spending time on the water, particularly in St. Michaels, Maryland. He is also a proud parent of two University of Miami students – GO CANES!Call(s) to Action:Help spread the word about Unveiled: GovCon Stories: https://shows.acast.com/unveiled-govcon-storiesDo you want to be a guest or recommend a topic that you would like to learn or hear about on the podcast? Let us know through our guest feedback and registration form.Links:GovTechThe Baldwin GroupThe Baldwin Group Center of ExcellenceGovCon HR ForumSponsors:The views and opinions expressed in this podcast are solely those of the hosts and guests, and do not reflect the views or endorsements of our sponsors.Withum – Diamond Sponsor!Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to be in a position of strength in today's complex business environment. Go to Withum's website to learn more about how they can help your business! Hosted on Acast. See acast.com/privacy for more information.

Major changes to the Dow Jones you should know about! The Dow Jones has changed again as Nvidia (NVDA) replaced Intel (INTC) and Sherwin-Williams (SHW) replaced Dow Inc. (DOW). The most recent change in the Dow Jones came on February 26th when Amazon (AMZN) replaced Walgreens (WBA). With the addition of Nvidia, much of the Mag Seven will now be present in the Dow Jones. As I mentioned Amazon was recently added, but Apple and Microsoft have been components for many years. It seems the Dow has really lost relevance as it has trailed the S&P 500 and Nasdaq in popularity and performance. I worry adding NVDA at this point in time could be buying high and at times the committee has had poorly timed decisions. Back in August 2020 the committee ended up doing a three-company swap as they eliminated Exxon, Pfizer, and Raytheon and added Amgen, Honeywell, and Salesforce. The interesting swap was Exxon (XOM) for Salesforce (CRM) considering XOM is up close to 200% not including dividends during that time period while CRM is up just around 10% during the same timeframe. Another poor decision came back in June 2018 when the committee swapped General Electric (GE) for Walgreens (WBA). Since the switch GE is up over 180% and I don't believe that return even includes the benefit of the spinoffs GE Vernova and GE Healthcare, which would make the return even more attractive. During the same timeframe, Walgreens has had a rough time and the stock has actually fallen over 80%. While some maybe excited about the move, I wouldn't be surprised if Intel actually outperformed Nvidia over the next 5 years.    The election is over, what investors should do now! My belief is that your plan should not have a drastic change after the Trump win, but there may be small changes to keep an eye on. The first thing I would tell people is to be careful chasing proposed winners or selling potential losers this early in the game. Ultimately, we don't know exactly what policy changes he will be able to implement and we don't even know at this point who will fill his cabinet. I was bullish on financials before the Trump win, but now that he will be entering office the group will likely benefit from a more relaxed regulatory environment compared to the current administration. Regional banks in particular look like they could be big beneficiaries, but be careful as many already had a big first day move after the election results. I was somewhat surprised to see big tech as a big winner as well, but it seems in today's world everything is good for big tech. If you have been following us, you know we are skeptical of many of these big tech companies due to excessive valuations and frankly I just don't see how a Trump presidency would be overly positive for the group. Especially considering both Trump and VP elect JD Vance have been critical of the group in the past. I would not be surprised to see continued regulatory pressure for some of these companies even after the change in the White House. Health care is also an interesting sector with Robert F. Kennedy Jr. being a large part of the Trump campaign considering his criticisms of vaccines and the food system. While this is something to keep your eye on, I don't believe the group is completely doomed and in fact you could find some opportunities if stock prices continue to be pressured. Green energy is also in the cross hairs and many of these companies saw large declines after the results. While this may be an area of concern if the Inflation Reduction Act is repealed, I believe investors may be able to find some good opportunities if these businesses can maintain profits especially considering our need for more energy. At this point in time, I would wait for more clarity on that space as changes to tax credits could totally disrupt the current earnings picture for many of these businesses. Overall, you may be excited or disappointed with the results, but ultimately the strategy of investing in good quality companies at fair prices over the long term should not change!   Do you think you will be able to retire when the time comes? At Wilsey Asset Management we continue to work very hard to encourage people to invest for retirement and also to invest wisely so they can retire at a reasonable age. What is a reasonable age? Most would say 65 but in recent surveys the average age is 62, that's a surprise to me. What is also a surprise is that in 2002 the average age of retirement was 59, and in 1991 it was 57. Could it be because people are living longer and are getting bored in retirement for 20 years or longer? I'm not sure of the reason why but it seems like we have to work a little bit harder based on a survey from New York Life that says 22% of retirees think they may never be able to retire. I have often said getting old is not that great but getting old and not having a good investment portfolio, well that can be devastating. Be sure you are taking advantage of workplace retirement plans, IRAs, or even investing in a tax advantaged brokerage account.   Is Your Social Security Taxable? Social Security benefits are taxable, but they are not treated like any other source of income. Currently there are only 9 states that tax Social Security: Colorado, Connecticut, Minnesota, Montana, New Mexico, Rhode Island, Utah, Vermont, and West Virginia. The remaining states do not tax it so the majority of Americans do not need to report it on their state returns. Since this income does not take up any room in state tax brackets, it is much easier to keep taxable income lower in retirement at the state level. On the federal level, between 0% and 85% of Social Security benefits is reportable as income, so at least 15% is tax free. The lower someone's income is in retirement, the greater chance that a larger portion of their Social Security will be tax free. The ratio of taxable to non-taxable benefits is based on “combined” income which is a Social Security Administration term that includes ½ of Social Security benefits plus all remaining income sources. If a married couple's combined income is less than $32,000, none of their benefits are taxable. If combined income is between $32,000 and $44,000, up to 50% of benefits are taxable, and if combined income is greater than $44,000 then up to 85% of benefits are taxable. If these parameters seem low, that is because they were created in 1983 and have not been indexed for inflation. In the 80's, $32,000 and $44,000 was a relatively high level of retirement income so most people did not have to pay taxes on it. Over the last 4 decades as income levels have naturally risen due to inflation, more and more recipients are forced to pay taxes on their benefits. It is unfortunate that Social Security is taxable at all because it used to be tax free prior to 1983. Now we are taxed in retirement when we receive it, and we are taxed on the income we earn that is used to pay into Social Security while we are working resulting in double taxation. It is possible to structure retirement income in a way that reduces the taxation on Social Security, but it is getting increasingly harder to do so.   Companies Discussed: First Solar, Inc. (FSLR), Five Below, Inc. (FIVE) & Sherwin-Williams Company (SHW)

In case you missed this informative episode of The Lebenthal Report, Michael and Dominick welcomed back global market strategist from New York Life, Michael Macro Mike Logalbo, to discuss the potential economic and market implications of the upcoming U.S. election. The team dove into how policy shifts could impact tariffs, tax strategies, and the national deficit under different election outcomes. With Trump and Harris holding contrasting views on trade and tax policy, they explored the risks of an election sweep, including fiscal impacts and market reactions. They also emphasized that, despite political shifts, the resilience of the economy and consumer spending remains a key stabilizer. For more information or to access New York Life's research, feel free to reach out to us.

In the latest episode of The Lebenthal Report, Michael and Dominick welcomed back global market strategist from New York Life, Michael Macro Mike Logalbo, to discuss the potential economic and market implications of the upcoming U.S. election. The team dove into how policy shifts could impact tariffs, tax strategies, and the national deficit under different election outcomes. With Trump and Harris holding contrasting views on trade and tax policy, they explored the risks of an election sweep, including fiscal impacts and market reactions. They also emphasized that, despite political shifts, the resilience of the economy and consumer spending remains a key stabilizer. For more information or to access New York Life's research, feel free to reach out to us.

In the latest episode of The Lebenthal Report, Michael and Dominick welcomed back global market strategist from New York Life, Michael Macro Mike Logalbo, to discuss the potential economic and market implications of the upcoming U.S. election. The team dove into how policy shifts could impact tariffs, tax strategies, and the national deficit under different election outcomes. With Trump and Harris holding contrasting views on trade and tax policy, they explored the risks of an election sweep, including fiscal impacts and market reactions. They also emphasized that, despite political shifts, the resilience of the economy and consumer spending remains a key stabilizer. For more information or to access New York Life's research, feel free to reach out to us.

Suthipong Robert Chitrathorn (or Bob for short) came from humble beginnings. Born to parents Puttachart and Sakul Chitrathorn, Bob was raised in a mobile home park in Colton, CA. His parents migrated to Michigan from Bangkok, Thailand in 1974, before settling in Southern California. As a child, Bob didn't realize how good others had it until he ventured out of the ghetto and went over to friends' birthday parties. There he'd witness the luxuries of living the American dream and of the possibilities that lay ahead.To the Chitrathorns, life in America was a gift and they were proud owners of property in America. They worked hard to put food on the table and to put Bob and his younger sister, Crystal, through school. Bob ate sandwiches with nothing but cheese on them, but he was blessed nonetheless. He learned that perspective made all the difference in life.In his mother's words, “education is money in the bank.” She teaches nurses still to this day, but she and Sakul, a factory worker, sacrificed to make a better life for Bob and Crystal. They paid for both kids to go through private high school and then helped pay for college.Their dedication and sacrifice didn't go to waste. Bob received a full ride scholarship for his first year at La Sierra University, before transferring to Cal State San Bernardino. He received his B.S. in Finance, as well as a B.S. in Real Estate, while minoring in business administration. Despite the rigorous course load, Bob graduated magna cum laude and was named part of the Golden Key Honor Society.In 2004, Bob became a financial advisor, which was an opportunity to make a good living, while helping others make the best decisions for their own financial lives. He had a short stint at H&R Block and also considered real estate, but he found his passion in personal finance. While Bob was attending CSUSB, his parents were working with an agent at New York Life. Bob always sat in on their meetings. He found that by listening to his parents' goals and conveying the pros and cons of their decisions, that they would listen to him more often than their own advisor.When Bob became an advisor, it was a no brainer that Puttachart and Sakul would work with their son, who always listened to their needs. With over 12 years of industry experience, he now has hundreds of clients beyond his parents to guide and influence. Bob recently joined newly established Simplified Wealth Management to help grow a new brand and to help shape the next generation of financial advisors.In 2016, Bob contributed a chapter to best selling author and esteemed motivational speaker, Brian Tracy's book. The book, “Success Manifesto: The World's Leading Entrepreneurs & Professionals Reveal Their Secrets to Mastering Health, Wealth & Lifestyle,” was an opportunity for Bob to share his love for planning and for his clients.He holds the Series 6, Series 7, Series 63 registrations with LPL Financial, and Series 65 registration with Strategic Wealth Advisors Group, LLC, and life, health and long-term care insurance licenses. Bob has been married to the love of his life, Brittany, for five years. They live in their Riverside, CA home with their rescue dog, Mazy, a pool, putting green, and a Pittsburgh Steelers themed bar that's perfect for Sunday Night Football.If you're looking for Bob at 6:30 or 7 pm on a weeknight, more often than not, he's prepping for a case or making phone calls still. His parents' work habits weren't lost on him and he's usually the one at the end of the night setting the alarm and turning off the lights.Learn More: https://planwithbob.com/Bob Chitrathorn is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Mariner Independent Advisor Network, LLC, a registered investment advisor. Mariner Independent Advisor Network, LLC. and Simplified Wealth Management, Inc are separate entities from LPL Financial. Dave Ramsey's SmartVestor Pro is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Simplified Wealth Management or LPL.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-bob-chitrathorn-co-founder-of-simplified-wealth-management-building-your-perfect-financial-house

Suthipong Robert Chitrathorn (or Bob for short) came from humble beginnings. Born to parents Puttachart and Sakul Chitrathorn, Bob was raised in a mobile home park in Colton, CA. His parents migrated to Michigan from Bangkok, Thailand in 1974, before settling in Southern California. As a child, Bob didn't realize how good others had it until he ventured out of the ghetto and went over to friends' birthday parties. There he'd witness the luxuries of living the American dream and of the possibilities that lay ahead.To the Chitrathorns, life in America was a gift and they were proud owners of property in America. They worked hard to put food on the table and to put Bob and his younger sister, Crystal, through school. Bob ate sandwiches with nothing but cheese on them, but he was blessed nonetheless. He learned that perspective made all the difference in life.In his mother's words, “education is money in the bank.” She teaches nurses still to this day, but she and Sakul, a factory worker, sacrificed to make a better life for Bob and Crystal. They paid for both kids to go through private high school and then helped pay for college.Their dedication and sacrifice didn't go to waste. Bob received a full ride scholarship for his first year at La Sierra University, before transferring to Cal State San Bernardino. He received his B.S. in Finance, as well as a B.S. in Real Estate, while minoring in business administration. Despite the rigorous course load, Bob graduated magna cum laude and was named part of the Golden Key Honor Society.In 2004, Bob became a financial advisor, which was an opportunity to make a good living, while helping others make the best decisions for their own financial lives. He had a short stint at H&R Block and also considered real estate, but he found his passion in personal finance. While Bob was attending CSUSB, his parents were working with an agent at New York Life. Bob always sat in on their meetings. He found that by listening to his parents' goals and conveying the pros and cons of their decisions, that they would listen to him more often than their own advisor.When Bob became an advisor, it was a no brainer that Puttachart and Sakul would work with their son, who always listened to their needs. With over 12 years of industry experience, he now has hundreds of clients beyond his parents to guide and influence. Bob recently joined newly established Simplified Wealth Management to help grow a new brand and to help shape the next generation of financial advisors.In 2016, Bob contributed a chapter to best selling author and esteemed motivational speaker, Brian Tracy's book. The book, “Success Manifesto: The World's Leading Entrepreneurs & Professionals Reveal Their Secrets to Mastering Health, Wealth & Lifestyle,” was an opportunity for Bob to share his love for planning and for his clients.He holds the Series 6, Series 7, Series 63 registrations with LPL Financial, and Series 65 registration with Strategic Wealth Advisors Group, LLC, and life, health and long-term care insurance licenses. Bob has been married to the love of his life, Brittany, for five years. They live in their Riverside, CA home with their rescue dog, Mazy, a pool, putting green, and a Pittsburgh Steelers themed bar that's perfect for Sunday Night Football.If you're looking for Bob at 6:30 or 7 pm on a weeknight, more often than not, he's prepping for a case or making phone calls still. His parents' work habits weren't lost on him and he's usually the one at the end of the night setting the alarm and turning off the lights.Learn More: https://planwithbob.com/Bob Chitrathorn is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Mariner Independent Advisor Network, LLC, a registered investment advisor. Mariner Independent Advisor Network, LLC. and Simplified Wealth Management, Inc are separate entities from LPL Financial. Dave Ramsey's SmartVestor Pro is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Simplified Wealth Management or LPL.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-bob-chitrathorn-co-founder-of-simplified-wealth-management-building-your-perfect-financial-house

Jeff and Lason spend time with former coach and Olympian Sherry Wynn. Sherry is a Two-Time Olympian, National Basketball Coach of The Year, and Amazon Three-Time Best Selling Author. She is an in-demand internationally renowned speaker who frequently speaks for up to 14,000 people at a time including companies such as StubHub, AnyTime Fitness, New York Life, Edward Jones, and Technicolor. Sherry is known as a leader of leaders and a visionary of visionaries who has written five books including her forth-coming and much anticipated book titled, Winning Leadership: Seven Secrets for Employee Champions and Sales Superstars. https://www.thewinningleadershipcompany.com/about/

Send us a textIn this solocast episode, host Jason Mudd discusses how to improve your media pitches and craft news releases journalists will notice.Tune in to learn more!Five things you'll learn from this episode:1. How to improve four media pitch examples2. Keep your pitch short and visually appealing.3. Tailor your pitch to match the journalist's beat.4. Offer value — why should the journalist care?5. Have a copy editor review the release. Quotables“About half of the news stories they write come from media pitches. So media pitching works when it's done right. Media pitching works when you have a relationship or attempt to build a relationship; you don't need a relationship to get media coverage.” — @JasonMudd9“You just want to send a teaser and have them say, ‘You know what, I would like to hear more' or ‘This isn't a good fit for me.' But instead of doing it in 10 paragraphs, what if you just did it in three sentences?” — @JasonMudd9“That's why we believe in having copy editors on our team who are grammarians. They're experts at what they do — the red-pen police or the people who correct your grammar in public that you don't like.” — @JasonMudd9“If you can't tell me who said it, then I'm probably not going to quote you on it.” — @JasonMudd9“You should not send a news release, or even a media pitch, through blast … think 1-to-1 with each media pitch that you send out.” — @JasonMudd9“More targeted, more selective pitches are going to help you be more successful.” — @JasonMudd9 “Just like in dating, just like in sales, in media pitching, the intent of the first meeting is to get a second meeting.” — @JasonMudd9 If you enjoyed this episode, please share it with others or leave us a quick podcast review.About Jason Mudd, Axia PRJason Mudd is a trusted adviser and dynamic strategist for some of America's most admired brands. Since 1994, he's worked with American Airlines, Budweiser, Dave & Buster's, H&R Block, Hilton, HP, Miller Lite, New York Life, Pizza Hut, Southern Comfort, and Verizon. He founded Axia in July 2002. Forbes named Axia one of America's Best PR Agencies.Guest's contact info and resources:Jason Mudd on XJason Mudd on LinkedInAxia Public Relations 10 elements of news10 elements of news with Jason Mudd | On Top of PR Podcast1:1 consultations and training with Axia Support the show On Top of PR is produced by Axia Public Relations, named by Forbes as one of America's Best PR Agencies. Axia is an expert PR firm for national brands. On Top of PR is sponsored by ReviewMaxer, the platform for monitoring, improving, and promoting online customer reviews.

In this special episode of our Shares podcast recorded at The College's 2024 Conference of African American Financial Professionals (CAAFP), senior reporter for ThinkAdvisor John Manganaro speaks with President Nichols about his background at New York Life, his roles as the first Black president of The College and insurance commissioner for the state of Kentucky, and how his experiences working with diverse communities power his commitment to applied financial knowledge. Find all episodes at TheAmericanCollege.edu/Shares.

Jessica Ruggles, corporate vice president, New York Life, said baby boomers are more likely to have savings than other generations, while younger workers, including Gen Z, are recognizing the importance of early planning.

South Dakota State Representative, Julie Auch, joins the program to discuss the UCC legislation that was changed over the past decade in every state to facilitate the great taking of your homes and security assets. We discuss the simple 2 line reversal of the UCC legislation that is necessary to protect you from the great taking. Legislators all around the country, on both sides of the isle, are meeting and discussing how to implement this successfully in their own states during the next sessions. It is critical this is done immediately in all state legislators if you want to keep your home. You can learn more at https://trunorthpublicpolicy.com/   Links mentioned in the show: Leela: Learn more about Leela's Quantum Tech at https://bit.ly/3iVOMsZ or at https://SarahWestall.com/shop Miles Franklin: Learn more how you can convert your IRA or buy precious metals by emailing info@MilesFranklin.com - tell them ‘Sarah sent me” and get the best service and prices in the country. Inhale Oxygen Water: Try the Super Hydrated Oxygated Water and see the amazing results for yourself at https://inhalehydration.com/discount/SARAHWESTALL Consider subscribing: Follow on Twitter @Sarah_Westall Follow on my Substack at SarahWestall.Substack.com See Important Proven Solutions to Keep Your from getting sick even if you had the mRNA Shot - Dr. Nieusma MUSIC CREDITS: “In Epic World” by Valentina Gribanova, licensed for broad internet media use, including video and audio       See on Bastyon | Bitchute | Brighteon | Clouthub | Odysee | Rumble | Youtube | Tube.Freedom.Buzz     Julie Auch Biography (from her website): I am a graduate of Yankton High School, a third-generation business woman in Yankton, and a longtime New York Life Financial Consultant. I began my New York Life career in 2005. My husband Gary and I are fifth-generation farmers, managing a cow-calf and crops operation. We have four children and seven grandchildren. I never expected to find myself in the role of politician or activist. However, I have decided to step up and do all I can to make a difference for the citizens of Yankton County, my lifelong home. I have traveled all over the United States, and there is no doubt that South Dakota is still the best place to raise a family, establish a business, and retire. My desire is to play a small role in ensuring that the atmosphere of District 18 and the State of South Dakota retains those positive attributes. See more at JulieAuchforhouse.com      

Lee Bethel, President of Comprehensive Benefits Services, Inc. , a HUB International company, has exemplified excellence in the insurance and financial services industry for over 45 years. A Morehouse College graduate and innovative leader in life insurance and employee benefits, Lee has dedicated his career to solving clients' problems, preparing them for retirement, and creating generational wealth. Born in Oklahoma City, Lee initially planned to become a dentist but was inspired to enter the insurance industry by his uncle, Ted Tillman, the third Black agent at New York Life. His achievements include numerous professional designations, leadership roles, awards, and significant contributions to diversity and inclusion in the industry. Married with three daughters, Lee continues to influence the industry and support various community and professional organizations, all because... he got a license! Lee Bethel Online: https://www.comprehensivebenefit.com/ Lee Bethel on LinkedIn: https://www.linkedin.com/in/lee-v-bethel-clu-chfc-rebc-rhu-casl-aif-cpfa-c-k-p-b382366/ YSGAL Podcast is the number #1 source for anyone looking to learn about or join the most underrated opportunity in business today...a career in the Insurance industry. Get educated, motivated, and inspired for your journey, as you learn How and Why..."You Should Get A License" Buy the 'You Should Get A License' Book: https://a.co/d/cgjRqNT Looking to get into the industry?: ⁠⁠⁠⁠⁠⁠⁠https://Bit.ly//Ysgetalicense⁠⁠⁠⁠⁠⁠⁠ Support this podcast: ⁠⁠⁠⁠⁠⁠⁠https://anchor.fm/ysgetalicense/support⁠⁠⁠⁠⁠⁠⁠ Host Social Media: IG: ⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/ysgetalicense/⁠⁠⁠⁠⁠⁠⁠ Tik Tok: ⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@ysgetalicense⁠⁠⁠⁠⁠⁠⁠ Linked In: ⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/groups/12524487/⁠⁠⁠⁠⁠⁠⁠ About me: Greetings! My name is Rod Powell. I'm an insurance and financial services professional and Author based in the DC, Maryland, and Virginia areas. I'm multi-state licensed in Life & Health and Virginia licensed in Property & Casualty Insurance, a Registered Employee Benefits Consultant, and a Commercial Lines Coverage Specialist. This channel is not for me to offer my services directly, but to educate you on careers in the industry that has allowed me to bring a ton of value to others and has been very good to me as well. Hope you enjoy and heard something that makes you think..."You Should Get A License" Rod's Social Media IG: ⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/therodpowell/⁠⁠⁠⁠⁠⁠⁠ Linked In: ⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/jarrard-a-rod-powell-sr-86801616/⁠⁠⁠⁠⁠⁠ --- Support this podcast: https://podcasters.spotify.com/pod/show/ysgetalicense/support

In this episode of "From Busy to Rich," hosts Wes and Andy engage in a deep conversation with Mike, a seasoned advisor and leader at New York Life. Mike shares his 30-year career journey, emphasizing themes of personal growth, leadership, and the importance of not limiting one's potential. He introduces the concept of the "three P's" of future planning: Pipe Dream, Probable, and Possible, advocating for a mindset focused on possibilities and innovation. Click here to watch the video version. In today's episode we will cover: Personal growth and development Leadership and mentorship The significance of setting ambitious goals The concept of "possible" versus "pipe dreams" The role of sacrifice in achieving success The idea of "savage persistence" in overcoming challenges The importance of community and support in personal journeys Insights from the book "The 52 Truths" For a chance to get a free copy of Mike's book, please email info@wesyounglive.com with the subject 52 Truths with the following information: Share one truth you live by Share your mailing address that you want your copy shipped to We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps you've been following us for a while, and you're ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series - click here for information on how to sign up.

In Episode #26, I talk to Josh Jett. A Partner at New York Life. We talk about the future, preparing for life, and His testimony. Check out Josh's page here: https://www.facebook.com/Jkjett?mibextid=LQQJ4d Check out his Church here: https://www.facebook.com/eastlandbaptisttulsa?mibextid=LQQJ4d

Join CxOTalk episode 845 to explore the transformative power of generative AI with Don Vu, Chief Data and Analytics Officer at New York Life. Discover how this 179-year-old company leverages generative AI to enhance client and agent experiences, tackle technical debt, and drive innovation. Don shares unique insights on the link between AI and business strategy, the importance of senior leadership support, and the challenges of operationalizing AI solutions.In this episode, Don Vu discusses:- Integrating of AI and data strategy at New York Life- How a 179-year-old company embraces its history while innovating- Managing technical debt and fostering collaboration between business and technology- The role of senior leadership in driving AI initiatives- Real-world AI deployments and their impact on business processes- The future of AI in evaluating life insurance risk and enhancing customer experience#AI #businesstransformation #genai #GenerativeAI #DataAnalytics #cxotalk 

In this podcast episode from NewRetirement, Todd Taylor, the newly appointed head of Life Insurance Solutions at New York Life, shares his career journey from actuary to executive. He discusses his early interest in math and economics, leading to his role at New York Life, where he works on life insurance, annuities, and financial planning. Todd explains the role of actuaries in quantifying risks, particularly in life expectancy, and how actuarial science is evolving with new technologies like fitness trackers and data sharing. He touches on the implications of precise risk predictions on insurance and privacy concerns. The conversation also explores how insurance and annuities are integrated into retirement planning, the behavioral aspects of financial decisions in retirement, and the impact of technology on the insurance industry. Todd's insights reveal the depth and complexity of financial planning and the critical role of insurance in managing long-term financial risks.

Send us a Text Message.Crafting winning media pitches, learning the elements needed to stand out and secure coverage. Five things you'll learn from this episode:What doesn't help your pitchesFollowing up — NOGASUse the phone to tell your storyExclusive/advance/embargo — know the difference Key elements to a good pitch Quotables“Great sales is about helping, not about sales. Great media relations is about helping a reporter uncover a news story that's valuable and interesting that they didn't know about previously.” — @JasonMudd9“People really like people who have confidence and who have a unique, contrarian, and provocative point of view.”  — @JasonMudd9“Improvising is one of the key attributes of being successful in PR.” — @JasonMudd9People care about stories about people. They don't care about stories about corporations.” — @JasonMudd9If you enjoyed this episode, please share it with others or leave us a quick podcast review.About Jason MuddJason Mudd, APR, is a trusted adviser and dynamic strategist for some of America's most admired brands. Since 1994, he's worked with American Airlines, Budweiser, Dave & Buster's, H&R Block, Hilton, HP, Miller Lite, New York Life, Pizza Hut, Southern Comfort, and Verizon. He founded Axia in July 2002. Forbes named Axia one of America's Best PR Agencies. Clients love Jason's passion, innovation, candor, commitment, and award-winning team. In an increasingly tech-forward world, Jason's grasp of technological demands on companies provides his clients in multiple sectors a unique advantage in reaching their top audiences. After teaching himself HTML in 1994, Jason helped pioneer internet marketing strategies as an early adopter of e-commerce, search engine optimization, and social media, inspiring tech giants like Yahoo.At Axia, Jason attracts, develops, retains, innovates, and leads top PR talent and clients. He oversees strategic communications for the firm's national clients and provides high-level consultations to client leadership teams at billion-dollar global brands, both business-to-business and business-to-consumer, including spokesperson training, crisis communications management, analytics, social media, online reputation management, and more. He also speaks frequently to corporations and industry groups and writes about public relations trends and best practices for American City Business Journals and other national companies.Jason's contact info:Jason Mudd on XJason Mudd on LinkedInAxia Public Relations Resources:Link to Bloomberg journalist's LinkedIn postSupport the Show. On Top of PR is produced by Axia Public Relations, named by Forbes as one of America's Best PR Agencies. Axia is an expert PR firm for national brands. On Top of PR is sponsored by ReviewMaxer, the platform for monitoring, improving, and promoting online customer reviews.

Lauren Goodwin hosts Alex Cook, Head of Strategic Capabilities at New York Life, as they explore how artificial intelligence is ushering in transformation at New York Life. They focus on AI's practical applications, ethical considerations, and the future impact of AI on client and company outcomes. 

I connect with Joseph Vander Linde most regularly in our shared roles at the Rotary Breakfast Club in Fort Collins, where he is the Membership Chair, and I'm the Sergeant-at-Arms.  So, when new people visit I often introduce them, and if they become a member Joseph inducts them into the club some weeks later.  Joseph's is a journey of triumph over trauma.  His mother was a victim of domestic violence from his step-father, and they escaped to a series of secure shelters and safe houses in the witness protection program during his 6th grade to 11th grade years.  His grandfather was one of his primary rocks during those years and beyond, and I happened to interview Joseph just days after he delivered the eulogy at his grandfather's funeral.  Eventually, the threat subsided, his mom remarried a good man and Joseph began his educational and professional journey.  He also became interested in finance, getting into podcasts and reading books like “Rich Dad, Poor Dad”.  Joseph's journey included many hundreds of hours of volunteer research for Mayo Clinic, located nearby his undergrad college, a transfer to a pre-med track from nutrition, and then a move to Colorado to further his medical education with Anschutz.  From there, a hard right turn led him to a New York Life office - Legacy Financial Group in Fort Collins - and a couple years later - his own firm.  Hard work, smart decisions, and dedication to being an honorable man are the hallmarks of this conversation, and I'm proud to share his journey of triumph through hard times.  So please tune in and enjoy, as I did, my conversation with Joseph Vander Linde.  The LoCo Experience Podcast is sponsored by: Logistics Co-op | https://logisticscoop.com/

Don't get triggered by the title, Chicagoans! This building has some really cool history that you should know about. Also, find out how and where the city measures its height!Come Learn with us!Support the Show.Check out our new merch!! https://www.77flavorschi.com/shopAlso, catch Dario on the new season of Netflix's "High On the Hog" here!!If you have anything you'd like us to talk about on the podcast, food or history, please email us at ⁠media@77flavorschi.com⁠ WATCH US ON YOUTUBE ⁠HERE⁠! Visit our website ⁠https://www.77flavorschi.com⁠ Follow us on IG: 77 Flavors of Chicago ⁠@77flavorschi⁠ Dario ⁠@i_be_snappin Sara @sarafaddah

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Will rates or tech decide the fate of the rally? Lauren Goodwin from New York Life and Invesco's Brian Levitt give their predictions. Plus, venture capitalist Rick Heitzmann gives his take on the rally in the tech sector and if it may be running out of steam. And, American Airlines' stock had its worst day in 4 years. We explain why and how it's impacting the rest of that space. 

Today's guests are our friends Jessica and Brandon from the Sugar Daddy podcast. Jessica and Brandon share their story of deciding to start a podcast, as well as the benefits of working with a financial planner. You'll hear how having an expert on your side with a duty to serve you best can help ignite your wealth building journey and save you from headaches trying to DIY. This couple also gives some stellar money and parenting advice that you do not want to miss!   In this episode, we chat about: The benefit of expertise Ways couples can level up their money talks Intentional parenting tips for finances   ABOUT WITH TODAY'S GUEST:  Brandon Norwood is a licensed financial planner, and owner of Oak City Financial, a financial planning business. Oak City Financial LLC has been a WRAL Voters' Choice Award finalist the past three years in the financial services category. He has been in the financial services industry for over a decade and started his career at Fidelity, later moving to New York Life, before starting his own firm. He serves as co-treasurer on the executive board for WakeUp Wake County, a local nonprofit focused on advocacy that leads public engagement on housing, transportation, climate change, and other land use issues in the Triangle. He is also an adviser with the startup, WhiteFlag Inc., a mental health app that provides immediate customized peer support that is currently working on their series A fund raise. Brandon attended the College of Charleston and has a BS in Corporate Communications. Jessica Norwood works as the Global Sales AI and Content Strategist for a Fortune 100 company. Jessica has authored the award winning Your Hair is Magic line of children's books and is a co-host of The Sugar Daddy Podcast, focused on financial literacy for elder millennials. “Your Hair is Magic: Bed Head” was featured on LIVE with Kelly and Ryan on ABC in 2021, and was most recently read live by Sarah “Fergie” Ferguson, The Duchess of York. In 2022, she earned her Lean Six Sigma green belt, was a Social Impact Scholar for The Leadership Consortium (Harvard Business School) and was named a Mover & Shaker by Cary Magazine. She earned her B.A. in German from the College of Charleston, an M.Ed. in Administration from the University of South Carolina, Columbia, and an M.Ed. in Divergent Learning from Columbia College. Jessica lives in North Carolina with her husband, Brandon, two children and one year old Doxiepin, Remi. ABOUT WITH TODAY'S GUEST:  thesugardaddypodcast.com Instagram @thesugardaddypodcast Facebook @thesugardaddypodcast   ABOUT PRICE OF AVOCADO TOAST: Listen in with Haley and Justin Brown-Woods, married millennials picking up the pieces from the financial fiasco they created as a young couple.  They want to normalize conversations about money and learn from others on the path towards financial empowerment. Whether you are just getting started on your debt-free journey, or if you are really starting to hit your stride, this podcast is for YOU!  Join weekly as they interview some others who have done it the right way, the wrong way, and every way in between. Avocado toast may cost a pretty penny, but that doesn't mean it can't be in your budget! FIND HALEY AND JUSTIN ONLINE + SOCIAL MEDIA HERE: Price of Avocado Toast Instagram Price of Avocado Toast Twitter Price of Avocado Toast on TikTok Price of Avocado Toast Facebook Join the Price of Avocado Toast Newsletter OTHER LINKS: Apply for 1:1 Coaching With Haley & Justin Price of Avocado Toast customizable 12 month budgeting template Digital downloads   RECOGNITION: Audio engineer: Garrett Davis Podcast Support: Weir Digital Marketing

Joe Santagato, Trey Kennedy, Jake Triplett, and Katie Kennedy discuss New York City life, the game 'Speak Out', Joe's career in entertainment, and the challenges of being a content creator. This episode is sponsored by BetterHelp Take a moment. Visit BetterHelp.com/CORRECT today to get 10% off your first month. Go to liquiddeath.com/TREY to check out all their healthy, infinitely recyclable beverages and find your closest retailer. Want to rest easy on vacay? Take a trip to cozyearth.com/CORRECT Then type in my personal code CORRECT at checkout and you'll get an exclusive 35% off. Our listeners get an additional 15% off any annual membership at MASTERCLASS.com/TREY Shopify is the global commerce platform that helps you sell at every stage of your business. Sign up for a one-dollar-per-month trial period at shopify.com/correctopinions ALL LOWERCASE. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Joe Santagato, Trey Kennedy, Jake Triplett, and Katie Kennedy discuss New York City life, the game 'Speak Out', Joe's career in entertainment, and the challenges of being a content creator. This episode is sponsored by BetterHelp Take a moment. Visit BetterHelp.com/CORRECT today to get 10% off your first month. Go to liquiddeath.com/TREY to check out all their healthy, infinitely recyclable beverages and find your closest retailer. Want to rest easy on vacay? Take a trip to cozyearth.com/CORRECT Then type in my personal code CORRECT at checkout and you'll get an exclusive 35% off. Our listeners get an additional 15% off any annual membership at MASTERCLASS.com/TREY Shopify is the global commerce platform that helps you sell at every stage of your business. Sign up for a one-dollar-per-month trial period at shopify.com/correctopinions ALL LOWERCASE. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In the 1990s, Christy Turlington posed alongside icons like Cindy Crawford, Naomi Campbell, and Linda Evangelista as one of the world's first supermodels. She retired by 25 before going to college, earning her degree, and getting married. Then came her first baby – and a life-changing birthing experience that would inform her future work and advocacy.  In this episode of 9 to 5ish, Christy shares:  The benefits of her sister marrying her brother-in-law (hint: holidays are a breeze) Why she has “survivors' guilt” about getting out of the modeling industry unscathed  Her thoughts on building a career out of being a supermodel  Her traumatic birthing story and how it led to the founding Every Mother Counts Advice on how to advocate for yourself in medical settings  Psst…this episode of 9 to 5ish is brought to you by New York Life. Their financial professionals can help you navigate life's decisions, big and small. PS: A new episode of 9 to 5ish will be back in your feed next month. 

At 59, Edith Cooper never thought she'd make a career pivot. She spent nearly 30 years working her way up at Goldman Sachs, but then, she was approached to co-found a company called Medley. Who was the other co-founder? Jordan Taylor, AKA her daughter. The mom and daughter duo launched Medley, a coaching platform equipping Millennial-aged workers with the skills they need to be dynamic, inclusive, and authentic leaders.  In this episode, Jordan and Edith share:  Whether Jordan calls Edith “mom” or “Edith” in the workplace The parts of her Wall Street HR career that Edith misses  Why we forget to support middle-level managers – and how Medley solves for it The moments Jordan relies on Edith as “mom” vs. “co-founder”  Why boundary setting is crucial to success as co-founders who are friends or family Psst…this episode of “9 to 5ish” is brought to you by New York Life. Their financial professionals can help you navigate life's decisions, big and small. 

Today, the Biden administration announced plans to implement strict staffing requirements at nursing homes. Kimberly Adams unpacks what this rule may mean for care and the nursing home business model. Plus, guest host Nova Safo returns to discuss the United Auto Workers’ historic victory in the South and the latest troubles at Tesla. And, high-speed rail is finally coming to the U.S. Here’s everything we talked about today: “UAW wins big in historic union vote at Volkswagen Tennessee factory” from Reuters “Tesla shares tumble on price cuts in run-up to earnings” from Reuters “Biden administration finalizes controversial minimum staffing mandate at nursing homes” from CNN “Nursing homes must hit minimum staffing levels under new federal rule” from The Hill “Long Term Care Insurance Costs by State and Region” from New York Life “How much does long-term care insurance cost?” from CBS News “I’m 68 and My Long-Term Care Insurance Now Costs $600 Per Month. Is This Too Much?” from Yahoo Finance “Nine practices from Native American culture that could help the environment” from The Washington Post “From Sin City to the City of Angels, building starts on high-speed rail line” from The Associated Press We love to hear from you. Send your questions and comments to makemesmart@marketplace.org or leave us a voicemail at 508-U-B-SMART.

Today, the Biden administration announced plans to implement strict staffing requirements at nursing homes. Kimberly Adams unpacks what this rule may mean for care and the nursing home business model. Plus, guest host Nova Safo returns to discuss the United Auto Workers’ historic victory in the South and the latest troubles at Tesla. And, high-speed rail is finally coming to the U.S. Here’s everything we talked about today: “UAW wins big in historic union vote at Volkswagen Tennessee factory” from Reuters “Tesla shares tumble on price cuts in run-up to earnings” from Reuters “Biden administration finalizes controversial minimum staffing mandate at nursing homes” from CNN “Nursing homes must hit minimum staffing levels under new federal rule” from The Hill “Long Term Care Insurance Costs by State and Region” from New York Life “How much does long-term care insurance cost?” from CBS News “I’m 68 and My Long-Term Care Insurance Now Costs $600 Per Month. Is This Too Much?” from Yahoo Finance “Nine practices from Native American culture that could help the environment” from The Washington Post “From Sin City to the City of Angels, building starts on high-speed rail line” from The Associated Press We love to hear from you. Send your questions and comments to makemesmart@marketplace.org or leave us a voicemail at 508-U-B-SMART.

Today, the Biden administration announced plans to implement strict staffing requirements at nursing homes. Kimberly Adams unpacks what this rule may mean for care and the nursing home business model. Plus, guest host Nova Safo returns to discuss the United Auto Workers’ historic victory in the South and the latest troubles at Tesla. And, high-speed rail is finally coming to the U.S. Here’s everything we talked about today: “UAW wins big in historic union vote at Volkswagen Tennessee factory” from Reuters “Tesla shares tumble on price cuts in run-up to earnings” from Reuters “Biden administration finalizes controversial minimum staffing mandate at nursing homes” from CNN “Nursing homes must hit minimum staffing levels under new federal rule” from The Hill “Long Term Care Insurance Costs by State and Region” from New York Life “How much does long-term care insurance cost?” from CBS News “I’m 68 and My Long-Term Care Insurance Now Costs $600 Per Month. Is This Too Much?” from Yahoo Finance “Nine practices from Native American culture that could help the environment” from The Washington Post “From Sin City to the City of Angels, building starts on high-speed rail line” from The Associated Press We love to hear from you. Send your questions and comments to makemesmart@marketplace.org or leave us a voicemail at 508-U-B-SMART.

About Our Guest: When Paul Jervey was a boy, his grandfather, a pastor, would take him to his financial advisor meetings, and showed Paul how to pay bills, write checks, balance a checkbook, and create budgets. This is where Paul's life-long passion for financial planning and helping people began. For the past 17+ years, Paul has found great satisfaction in providing his clients with solutions and assisting them in achieving their financial goals. As founder and lead Financial Planner of Jervey Genesis Solutions, Paul is dedicated to turning his client's goals into achievable realities through wealth management, financial planning, investment management, business planning, and with a strong emphasis on tax planning. He puts his clients first and enjoys filling the role of financial guide, counselor, and friend. He feels God put him here to help people with their money life.  His purpose is to provide creative financial solutions to motivated people who want to transform their money life or increase their satisfaction with their money through transformational financial advising, course creation, and training the next generation of advisors to reach as many people as possible. Paul attended Delaware State University, where he received a degree in Management and Finances. He has worked for ING Direct, New York Life, Securian Financial Group, and Edward Jones before founding Jervey Genesis Solutions in 2018. He became a CERTIFIED FINANCIAL PLANNER™ in March of 2019. Paul's greatest joys are his family and faith. He receives much of his inspiration from his beautiful wife, Nikkita, their three wonderful children, Eriana, Victoria, Isaac and their dog Tyson. He also receives great inspiration from his faith and is a full believer in Jesus Christ. In his free time, Paul enjoys exercising, watching movies, traveling with his family, studying the bible, and developing his business.   Episode Summary: This episode is powered by Move to Millions Live   When you are busy trying to get your business to the next level, it sometimes feels like there's a hidden playbook – a set of clandestine strategies the world's most successful CEOs keep under lock and key. As an aspiring million-dollar CEO, you understand that the journey to the top requires more than just hard work and dedication; it demands access to the guarded wisdom of those who have already scaled and are currently sustaining their million-dollar company. Trust is a currency, and in today's episode of the Move to Millions Podcast, we're breaking the vault wide open. In this episode, I am joined by my brother, Paul, in a candid conversation that uncovers the nuanced relationship between wealth, wisdom, and worship. We're laying bare the principles and practices that bridge the physical and metaphysical divide of prosperity, uniting the worldly with the divine. Today, we're not just revealing secrets; we're casting a light on the lesser-known pathways to financial transcendence where biblical wisdom and business acumen intersect. Here's your chance to grasp the "Moses Anointing" and part the seas of uncertainty towards your promised land of affluence. So, if you're ready to start your own journey towards personifying your faith into wealth and abundance, grab your pen and Move to Millions Podcast Notebook and listen in to discover: The “Holy Trinity” of Finances and how to leverage it for financial success Why understanding the Law of Polarity is key in dismantling your money mindset challenges The significance of mentorship Why confidence takes courage and develops faith What it means to be financially literate biblically And so much more   Powerful Quotes from The Episode: "Financial freedom is more than a destiny; it's a sacred dance of diligence, faith, and strategy." – Darnyelle Jervey Harmon "When money and mission intertwine, your purpose becomes your powerhouse." – Paul "We are not mere earners of wealth; we are its shepherds, guiding it to pastures of possibility." – Paul "Tithing isn't just a gesture of giving; it's an investment in your own growth and the universe's abundance." – Darnyelle Jervey Harmon "In the alchemy of affluence, your mindset is the philosopher's stone, transmuting fiscal lead into gold." – Paul Move to Millions Wisdom Questions: Book: 12 Pillars of Success Jim Rohn Favorite Quote: “We suffer from one of two pains – discipline or regret” Tool Paul Swears By: Mentorship   How to Connect with Paul Jervey: Instagram: https://www.instagram.com/pauljervey/ Linked In: https://www.linkedin.com/in/paul-jervey-cfp%C2%AE-983aba11/ Website: https://www.genesiswms.com/   Incredible One Enterprises, LLC is not responsible for the content and information delivered during the podcast interview by any guest. As always, we suggest that you conduct your own due diligence regarding any proclamations by podcast guests.  Incredible One Enterprises, LLC is providing the podcast for informational purposes only.   Want more of Darnyelle? Partner With Us To Scale Your Company Join the Move to Millions Facebook Group   Social Media Links: http://www.instagram.com/darnyellejerveyharmon http://www.facebook.com/darnyellejerveyharmon http://www.twitter.com/darnyellejervey http://www.linkedin.com/in/darnyellejerveyharmon Subscribe to the Move to Millions Podcast: Listen on iTunes Listen on Google Play Listen on Stitcher Listen on iHeartRadio Listen on Pandora   Leave us a review Are you subscribed to my podcast? If you're not, I want to encourage you to do that today. I don't want you to miss an episode. I'm adding a bunch of bonus episodes to the mix and if you're not subscribed there's a good chance you'll miss out on those. Now if you're feeling extra loving, I would be really grateful if you left me a review over on iTunes, too. Those reviews help other people find my podcast and they're also fun for me to go in and read. Just click here to review, select “Ratings and Reviews” and “Write a Review” and let me know what your favorite part of the podcast is. Thank you!  

In this episode, we share several of the biggest blunders that keep us from building the wealth we need for the future. Learn how to be a better investor with some really simple lifestyle and investing tweaks. Plus, we hear from our listeners: Does paying an advisor 1% per year mean that the 4% rule becomes the 3% rule? A real estate broker believes that real estate agents will thrive despite the NAR settlement. How should money be invested with wither New York Life or Edward Jones? Learn more about your ad choices. Visit megaphone.fm/adchoices