Podcasts about Northwestern Mutual

Tom and Roxy Butner to co-host a packed episode of Talking Real Money, tackling the ever-elusive "magic number" for retirement with a healthy dose of realism, humor, and data. They dig into a Northwestern Mutual study that shows Americans lowering their retirement savings goals—even as confidence continues to slip. Roxy breaks down why retirement planning is all about cash flow, not some mythical lump sum. They field questions on company stock in 401(k)s, bonus check strategies, RMD tax strategies, and how to get young people started right. From Monte Carlo analysis to Roth IRA advantages, the duo bust myths and offer practical steps listeners of all ages can act on today. 0:04 Tom introduces Roxy and the episode's core question: “Do I have enough to retire?”1:01 Why the idea of a single “magic number” is misleading and varies by lifestyle2:41 Roxy: $600k may be enough—or $3M might not be; it's all about cash flow4:32 Despite lowering their goals, only 51% believe their retirement plan will work6:15 Roxy explains Monte Carlo analysis and why asset type (Roth vs. pre-tax) matters7:31 Why tracking actual spending matters more than estimates before retirement8:32 Caller: Should we sell the company stock in my wife's 401(k)?9:18 Tom warns of overconfidence and stock concentration risk, citing WaMu collapse10:45 Roxy and Tom agree: diversify ASAP—don't let company loyalty cloud judgment12:14 Historical cautionary tales on once-great companies that fell apart13:26 Regional bias: How geography skews investor confidence in local companies14:46 Caller: What to do with a $20k bonus after maxing out the 401(k)?16:11 Roth IRA contribution options for him and his wife, and the 5-year rule18:10 Bonus: Enhanced catch-up contributions for ages 60–63 explained20:31 Caller asks about RMDs, tax planning, and long-term care deductions21:53 Only qualified charitable distributions (QCDs) avoid tax on RMDs23:24 Roth contributions early in life can lead to massive long-term advantages24:47 Caller asks about a bond fund change in her HRA and 60/40 portfolio safety29:45 Why “safe” is the wrong word—know your plan, goals, and risk tolerance31:13 Caller wants her daughter to connect with Roxy for help managing her paycheck32:54 Yes—Roxy helps young clients with budgeting and financial foundations34:31 Why early saving and simple investing in your 20s is so powerful36:09 Tom announces upcoming trip to Portland and free portfolio reviews37:08 Final notes: building trust, long-term planning, and why they love the work Learn more about your ad choices. Visit megaphone.fm/adchoices

With the current economy on shaky ground, finances are a worry to all Middle Tennesseans. Anna chats with Paris Jackson, Financial Advisor at Northwestern Mutual. This visit, Paris gives some insight on the current financial situation. With tariffs, a dropping stock market, new laws affecting investments, and rising costs of foods and goods, what do we do? She gives advice about how to react when we look at our 401k balance and see it's down, or our investment account balance, and see it's dropped. She tells us how to strategize, how to make a financial plan, and how to lower our debts, even in today's financial climate. See omnystudio.com/listener for privacy information.

Brett Chestnut. He is the Managing Director of Northwestern Mutual Goodwin, Wright Gwinnett. Brett launched his financial planning practice in 2015, experiencing tremendous success helping clients achieve financial security. As his firm expanded, his passion and natural aptitude for leadership became increasingly evident, underscoring his ability to influence and lead with vision. As the Firm’s first black Managing Director, Brett plays a pivotal role in attracting, equipping, and empowering others to launch their own financial planning practice. He is especially committed to drawing more diverse talent to the industry, engaging proven professionals who might not have previously considered the career. Through his unwavering efforts, Brett is driving a wave of financial empowerment in diverse markets. For the first time, many business owners and individuals are actively planning for their financial futures, fostering financial security and building generational wealth with their communities. Company Description *Northwestern Mutual has been helping people and businesses achieve financial security for more than 165 years. Through a comprehensive planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what's most important. With over $627 billion of total assets1 being managed across the company's institutional portfolio as well as retail investment client portfolios, more than $36 billion in revenues, and $2.3 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than five million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. Northwestern Mutual ranked 110 on the 2024 FORTUNE 500 and was recognized by FORTUNE® as one of the "World's Most Admired" life insurance companies in 2024. Talking Points/Questions *Atlanta’s income inequality, the highest in the nation according to U.S. Census Bureau Data, continues to fuel a racial wealth gap where white households in Atlanta hold 46 times more wealth than Black households. This is a disparity driven by factors including income, home ownership, generational wealth transfers, debt, access to banking and capital, and business ownership. Over the last decade, Northwestern Mutual’s Goodwin Wright office, a key financial services leader in Atlanta, has been intentionally focused on closing the wealth gap. The Goodwin Wright team, honored as Forbes Top Financial Security Professionals, has positioned itself at the intersection of financial empowerment, community and culture by: Empowering first generation wealth builders with tools and strategies they need to build long-term financial success, including women-focused financial planning Mentoring African American financial advisors, business owners, and entrepreneurs early in their careers Investing in the local community through scholarships, a robust internship program, and financial contributions to support community initiatives Questions for consideration:In Atlanta, White households hold 46 times more wealth than Black households. Can you discuss the key factors that have contributed to this gap? Northwestern Mutual’s Goodwin Wright office has been focusing on closing the wealth gap. Can you share more about the specific initiatives and programs you’ve implemented to address this issue? How does the approach of empowering first-generation wealth builders, including women-focused financial planning, differ from traditional financial planning strategies? Mentoring is a big part of your strategy, particularly for African American financial advisors, business owners, and entrepreneurs. How do you support these individuals, and why is mentorship such an important part of this effort? Can you explain how Northwestern Mutual is working to invest in and empower diverse financial advisors and what this means for the future of financial services in Atlanta? What advice would you give to someone starting their financial journey, particularly if they come from a background where wealth-building resources weren’t readily available? #BEST #STRAW #SHMSSupport the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

Brett Chestnut. He is the Managing Director of Northwestern Mutual Goodwin, Wright Gwinnett. Brett launched his financial planning practice in 2015, experiencing tremendous success helping clients achieve financial security. As his firm expanded, his passion and natural aptitude for leadership became increasingly evident, underscoring his ability to influence and lead with vision. As the Firm’s first black Managing Director, Brett plays a pivotal role in attracting, equipping, and empowering others to launch their own financial planning practice. He is especially committed to drawing more diverse talent to the industry, engaging proven professionals who might not have previously considered the career. Through his unwavering efforts, Brett is driving a wave of financial empowerment in diverse markets. For the first time, many business owners and individuals are actively planning for their financial futures, fostering financial security and building generational wealth with their communities. Company Description *Northwestern Mutual has been helping people and businesses achieve financial security for more than 165 years. Through a comprehensive planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what's most important. With over $627 billion of total assets1 being managed across the company's institutional portfolio as well as retail investment client portfolios, more than $36 billion in revenues, and $2.3 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than five million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. Northwestern Mutual ranked 110 on the 2024 FORTUNE 500 and was recognized by FORTUNE® as one of the "World's Most Admired" life insurance companies in 2024. Talking Points/Questions *Atlanta’s income inequality, the highest in the nation according to U.S. Census Bureau Data, continues to fuel a racial wealth gap where white households in Atlanta hold 46 times more wealth than Black households. This is a disparity driven by factors including income, home ownership, generational wealth transfers, debt, access to banking and capital, and business ownership. Over the last decade, Northwestern Mutual’s Goodwin Wright office, a key financial services leader in Atlanta, has been intentionally focused on closing the wealth gap. The Goodwin Wright team, honored as Forbes Top Financial Security Professionals, has positioned itself at the intersection of financial empowerment, community and culture by: Empowering first generation wealth builders with tools and strategies they need to build long-term financial success, including women-focused financial planning Mentoring African American financial advisors, business owners, and entrepreneurs early in their careers Investing in the local community through scholarships, a robust internship program, and financial contributions to support community initiatives Questions for consideration:In Atlanta, White households hold 46 times more wealth than Black households. Can you discuss the key factors that have contributed to this gap? Northwestern Mutual’s Goodwin Wright office has been focusing on closing the wealth gap. Can you share more about the specific initiatives and programs you’ve implemented to address this issue? How does the approach of empowering first-generation wealth builders, including women-focused financial planning, differ from traditional financial planning strategies? Mentoring is a big part of your strategy, particularly for African American financial advisors, business owners, and entrepreneurs. How do you support these individuals, and why is mentorship such an important part of this effort? Can you explain how Northwestern Mutual is working to invest in and empower diverse financial advisors and what this means for the future of financial services in Atlanta? What advice would you give to someone starting their financial journey, particularly if they come from a background where wealth-building resources weren’t readily available? #BEST #STRAW #SHMSSee omnystudio.com/listener for privacy information.

Brett Chestnut. He is the Managing Director of Northwestern Mutual Goodwin, Wright Gwinnett. Brett launched his financial planning practice in 2015, experiencing tremendous success helping clients achieve financial security. As his firm expanded, his passion and natural aptitude for leadership became increasingly evident, underscoring his ability to influence and lead with vision. As the Firm’s first black Managing Director, Brett plays a pivotal role in attracting, equipping, and empowering others to launch their own financial planning practice. He is especially committed to drawing more diverse talent to the industry, engaging proven professionals who might not have previously considered the career. Through his unwavering efforts, Brett is driving a wave of financial empowerment in diverse markets. For the first time, many business owners and individuals are actively planning for their financial futures, fostering financial security and building generational wealth with their communities. Company Description *Northwestern Mutual has been helping people and businesses achieve financial security for more than 165 years. Through a comprehensive planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what's most important. With over $627 billion of total assets1 being managed across the company's institutional portfolio as well as retail investment client portfolios, more than $36 billion in revenues, and $2.3 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than five million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. Northwestern Mutual ranked 110 on the 2024 FORTUNE 500 and was recognized by FORTUNE® as one of the "World's Most Admired" life insurance companies in 2024. Talking Points/Questions *Atlanta’s income inequality, the highest in the nation according to U.S. Census Bureau Data, continues to fuel a racial wealth gap where white households in Atlanta hold 46 times more wealth than Black households. This is a disparity driven by factors including income, home ownership, generational wealth transfers, debt, access to banking and capital, and business ownership. Over the last decade, Northwestern Mutual’s Goodwin Wright office, a key financial services leader in Atlanta, has been intentionally focused on closing the wealth gap. The Goodwin Wright team, honored as Forbes Top Financial Security Professionals, has positioned itself at the intersection of financial empowerment, community and culture by: Empowering first generation wealth builders with tools and strategies they need to build long-term financial success, including women-focused financial planning Mentoring African American financial advisors, business owners, and entrepreneurs early in their careers Investing in the local community through scholarships, a robust internship program, and financial contributions to support community initiatives Questions for consideration:In Atlanta, White households hold 46 times more wealth than Black households. Can you discuss the key factors that have contributed to this gap? Northwestern Mutual’s Goodwin Wright office has been focusing on closing the wealth gap. Can you share more about the specific initiatives and programs you’ve implemented to address this issue? How does the approach of empowering first-generation wealth builders, including women-focused financial planning, differ from traditional financial planning strategies? Mentoring is a big part of your strategy, particularly for African American financial advisors, business owners, and entrepreneurs. How do you support these individuals, and why is mentorship such an important part of this effort? Can you explain how Northwestern Mutual is working to invest in and empower diverse financial advisors and what this means for the future of financial services in Atlanta? What advice would you give to someone starting their financial journey, particularly if they come from a background where wealth-building resources weren’t readily available? #BEST #STRAW #SHMSSteve Harvey Morning Show Online: http://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

It's our "last call" for our Maino & The Mayor Top Craft Pick sponsors and we get to meet Ian Wenger from Fifth Ward Brewing in person. We get the chance to hear about how he and his partner Zach started brewing while they were going to UW Oshkosh. From brewing in their college house to purchasing a historic location on Main Street in Oshkosh to creating a brand and atmosphere for a community of craft beer consumers. It's a great location and we're so lucky they are part of our promotion. Beer = good. (At least that's what Todd says.) Then financial advisor Josh Koon from Northwestern Mutual, shares insights on fiscal planning, including for families with special needs. As he blends empathy with expertise, Josh addresses the delicate balance of planning for retirement versus education, emphasizing the importance of starting financial conversations early. Maino and the Mayor is a part of the Civic Media radio network and airs Monday through Friday from 6-9 am on WGBW in Green Bay and on WISS in Appleton/Oshkosh. Subscribe to the podcast to be sure not to miss out on a single episode! To learn more about the show and all of the programming across the Civic Media network, head over to https://civicmedia.us/shows to see the entire broadcast lineup. Follow the show on Facebook and X to keep up with Maino and the Mayor!

Chas Woodhull Shares Wealth Management Insights Gallagher-pool.com About the Guest(s): Chas Woodhull is an accomplished financial advisor with a deep-rooted passion for entrepreneurship and investing. He began his journey at the tender age of eight and has since built a substantial career in wealth management. Currently serving as a Private Wealth Advisor at Gallagher Pool Wealth Management, Chas holds titles such as Accredited Investment Fiduciary and Certified Exit Planning Advisor. At only 29, he manages over $70 million in assets and is considered one of the most successful young money managers in the U.S. His career trajectory includes experiences at Northwestern Mutual and Gallagher Pool, where his strategic expertise in helping clients grow, preserve, and transfer wealth has been instrumental. Episode Summary: In this engaging episode of the Chris Voss Show, we explore the journey of Chas Woodhull, a dynamic young entrepreneur and financial expert, who started his investment career at the age of eight by purchasing Microsoft stock with his Kentucky Derby winnings. Host Chris Voss invites Chas to share his experiences growing up in an entrepreneurial family, his passion for investing, and his current role as a Private Wealth Advisor at Gallagher Pool Wealth Management. This episode is filled with insights into Chas's approach to financial planning and wealth management. Listeners will delve into Chas's unique perspective on investment strategies, highlighting how Gallagher Pool Wealth Management distinguishes itself by adopting principles of the world's greatest investors. Chas emphasizes the importance of maintaining a concentrated portfolio of quality companies with strong balance sheets, rather than adhering to conventional diversified investments. Throughout the conversation, Chas offers valuable advice on financial literacy, the significance of starting early with investments, and cultivating a mindset geared toward constant personal and professional growth. Key Takeaways: Chas Woodhull began investing at age eight, inspired by his entrepreneurial family and a passion for financial literacy. Gallagher Pool Wealth Management emphasizes a focused investment strategy aligned with top investors rather than broad diversification commonly pushed by large financial institutions. Starting early and being consistent is crucial in building wealth, with a significant impact from time invested in the market. Chas's firm prioritizes working with clients who are coachable and willing to learn, regardless of their initial investment size. Personal health and fitness are key components of Chas's success, reflecting his dedication to being the best version of himself. Notable Quotes: "If you don't have a plan, you plan to fail." - Chris Voss "The best time to get ahold of your finances and to start investing was five, ten years ago, or yesterday. The second best time is today." - Chas Woodhull "I believe that the way most big companies tell people to invest is for two reasons: it's easily saleable, and they know they're not gonna get sued." - Chas Woodhull "Life's too short not to work with good people." - Chas Woodhull "I've always been competitive. I've always wanted to be really great at whatever I do." - Chas Woodhull

Attaining millionaire status may be less illusive now than in years past. Some who aspire to that level of wealth believe there may be secrets to reaching that financial position. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the findings of a recent Northwestern Mutual study on the characteristics and habits of today's millionaires. Listening Time: 21 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.

In this episode of Activity Coaching Conversations, Heather and Sabine welcome a special guest, Scott Theodore, affectionately known as Theo. With a rich 36-year career at Northwestern Mutual, Theodore shares his profound insights on instilling success in both budding and established advisors.Drawing from the early productivity experiment, Theo discusses the timeless impact of high expectations, the evolution of technology in coaching, and pivotal coaching strategies that have stood the test of time. Discover why he believes in "no shortcuts" and the power of building relationships.Additionally, explore Theo's thoughts on maintaining a strong culture, the significance of aligning values, and his unique take on adversity. Gain inspiration from Theo's perspective on the transition to retirement and his plans for the future.Episode Highlights:06:46 - One of my coaches, Bob Teichart, in his book, Motivator, Teacher, Shrink, when he talks about there's three reasons people don't achieve their goals, to me, Sabina, those have never changed. You know? Yep. Either they don't want to, they don't know how to, or they're afraid to. And Bob breaks it down between drive, new learning, and self-defeating thinking. And wouldn't you know it, the area of mindset has twice the impact in his growth rate formula, so it's really drive plus new learning minus two times self defeating thinking.15:16 - I think the first thing that all of the offices learned was the gift of high expectations. And again, it's a sign of belief in a system, a business model, and the people that are part of both on the advisor side of what they're capable of, on the team side of what we can execute.32:50 - I'm grateful for all the experiences, good, bad, and ugly along the way. As I said, don't remove the adversity. Probably the only original Theoism that I can share with you is the difference between those who make it and those that don't.ContactHeather Price Consulting

Today, Nick Schrock speaks on the show to highlight Valoroo's staffing solutions for brokers and asset-based companies and explain the balance between remote work and in-office dynamics! Nick delves into sales strategies and the distinctions between "hunters" and "farmers" in sales roles, the significance of clear role definitions as businesses evolve, the challenges and benefits of a remote workforce, having a disciplined sales approach to ensure consistency and effectiveness, and the value of professionalism and strong communication skills!   About Nick Schrock Nick Schrock is the CEO and founder of Valoroo, a leading provider of affordable talent solutions through nearshore and offshore services in Belize, Mexico, the Philippines, and the US. With expertise in building offshore teams, Nick helps businesses scale and achieve growth efficiently. He previously worked at Flock Freight, Ungerboeck Software, O'Brien Associates Food Brokerage, and Northwestern Mutual. At 13 years old, he was a professionally sponsored roller blader. And by 16, he started a skateboard company. Nick has a bachelor's in business from McKendree University in Illinois. He is a 2nd degree Jiu Jitsu blackbelt.   Connect with Nick Website: https://valoroo.com/  Email: nick@valoroo.com  

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.

Jon Gordon, a 17x bestselling author of over 30 books, one of the most influential and sought-after keynote speakers, a podcast host, and the #1 consultant to CEOs, NFL, NBA, and MLB coaches, championship teams, and high performers joins me on this episode. Jon's books include the timeless classic The Energy Bus which has sold over 3 million copies, The Carpenter which was a top 5 business book of the year, Training Camp, The Power of Positive Leadership, and The Power of a Positive Team. Jon's latest book, The One Truth has been called profound, revolutionary, and life-changing. Jon and his insights have been featured on The Today Show, CNN, CNBC, The Golf Channel, Fox and Friends, and in numerous magazines and newspapers. His clients include The Los Angeles Dodgers, Campbell's Soup, Dell, Publix, Southwest Airlines, Miami Heat, The Los Angeles Rams, Snapchat, Truist Bank, Clemson Football, Northwestern Mutual, West Point Academy, and more. We talk about the formula for grit, overcoming challenges, hitting rock bottom and finding a way forward, bringing The Energy Bus to life, how to FUEL your life with positive energy, and more. Get connected with Jon: Website: https://jongordon.com Instagram: https://www.instagram.com/jongordon11/ Twitter: https://twitter.com/JonGordon11 Facebook: https://www.facebook.com/jongordonpage/  YouTube: http://www.youtube.com/jongordonselects  Purchase a copy of The Energy Bus: https://www.amazon.com/Energy-Bus-Rules-Fuel-Positive/dp/0470100281  Leave a 5-star review with a comment on Apple Podcasts: https://podcasts.apple.com/us/podcast/business-minds-coffee-chat/id1539014324  Subscribe to my Business Builder Newsletter: https://bit.ly/32y0YxJ  Want to learn how you can work with me to gain more clarity, build a rock-solid foundation for your business, and achieve the results and success you deserve? Visit http://jayscherrbusinessconsulting.com/ and schedule a 1:1 discovery coaching call. Enjoy, thanks for listening, and please share with a friend! To your success, Jay

Send us a textToday, I'm thrilled to introduce Topaz Morrison, Chief Growth and Chief Operations Officer at Independent Advisor Alliance, a leading hybrid firm strategically focused on empowering financial advisors to succeed as independent business owners by providing services that align with each advisor's unique needs and challenges. Since joining IAA in August 2023, Topaz has been at the forefront of shaping growth strategies, overseeing sales and consulting teams, and driving advisor adoption of innovative programs and services. I first sat down with Topaz in 2023 at the annual Schwab IMPACT Conference and included some highlights of our first conversation on this podcast. With an impressive career spanning leadership roles at Northwestern Mutual, LPL Financial, Allianz Life, and Ameriprise Financial, Topaz brings a wealth of experience and vision to the table. He's a proud graduate of Augsburg University with a BA in Business Managerial Economics and holds an MBA from the University of Minnesota's Carlson School of Management.But that's just the beginning.In today's episode, we dive into Topaz's fresh perspective as Chief Operations Officer at IAA, exploring how he's building on the strong foundation laid by founder and CEO Robert Russo. Despite joining the team recently in 2023, Topaz has quickly embraced IAA's mission and vision, contributing to its impressive growth trajectory—from just 7 advisors a decade ago to nearly 240 by the end of 2024. Together with Robert and team, he's driving the firm's commitment to the "supported independence model," empowering advisors to focus on their strengths while planning for their futures.Get ready for an energizing conversation with a rising leader and visionary thinker—right here, In The Suite.

Why build spaces of belonging at work? After all, your company is likely investing in technology products to reduce overhead and increase returns. It's investing in new products and services to increase market share. It's also likely investing in advertising to increase brand awareness and positioning. In short, you invest in building belonging at work, because the people working at your company are at the end of the day, your greatest asset.   Tragically, most of the people working in U.S.-based companies (64%) experience “non-belonging,” and suffer from what the current U.S. Surgeon General labels an “Epidemic of Loneliness.” Left unchecked, this form of exclusion comes at an annual price tag of $1.05 trillion dollars due to lost productivity, high turnover, and employee disengagement. This is a problem that is especially vexing for LGBTQ+ employees, and a spirited commitment to building belonging at work can help solve.   So what will it take to build this kind of culture and prioritize the people in your business & innovation strategy? It starts with creating a shared foundation of psychological safety and trust, particularly for those within your organization most likely to experience the sting of social exclusion. These foundational prerequisites for building belonging are necessary to ensure that more of our workforce experiences the coveted emotional outcome of belonging.   It's for this reason I sat down with Natalie Le. Natalie knows what it takes to benefit from a workplace prioritizing building spaces of belonging at work for their LGBTQ+ employees. Natalie currently serves as the Growth & Development Director at Northwestern Mutual in San Jose. As a dedicated leader, Natalie is a strong advocate for multicultural and LGBTQ+ communities within the corporate sphere.   Recently, Natalie was a featured speaker at the 2024 Multicultural Affinity Summit, where she participated in the "Playing Bigger & Multiplying Impact" Leadership Panel. Alongside two other successful LGBTQ+ leaders, she shared her personal experiences and challenges, inspiring attendees to amplify their local impact and gain effective tools and language for advocacy. Natalie's commitment to inclusion and development continues to uplift and empower those around her.   This interview was designed to support people like you - visionary leaders, and those on their way to joining us. Savor this insightful talk, and if you're looking for more ways to connect with inspiring leaders like Natalie, be sure to join our Belonging Membership Community - a community of practice committed to putting our values of belonging, community, and collaboration into action. Members have the unique opportunity to connect with guests like Natalie for 1:1 laser coaching sessions.   Imagine belonging with fellow visionary leaders when you join the Belonging Movement Newsletter: www.rhodesperry.com/subscribe.   For LGBTQ+ friendly financial planning services, get in touch with Natalie at: https://www.northwesternmutual.com/financial/advisor/natalie-le/

You may have heard the phrase, or you may have said it yourself, we have to see it to be it. The phrase underscores the importance of possibility models, a concept I wrote about in my first book, Belonging at Work. To be a possibility model means that you are providing an example of future scenarios for a person who holds a shared core identity central to who you are.   Simply by living your life, you provide inspiration for people within communities you belong to by offering a new way for them to visualize alternative futures for what could also be possible for them. Your existence, and the path you forge, provides the motivation for others to climb up the ladder of opportunity you have graciously dropped down to support their journey.    For underrepresented people in the workplace, including LGBTQ+ employees, the simple act of being seen can engender powerful feelings, especially if these groups feel neglected, overlooked, and underestimated. Recognition is a necessary precondition to feeling a sense of belonging at work, and when a group of people are valued for the lived experiences they bring into the workplace, they are more productive, innovative, and engaged.   Given that belonging is the prerequisite for business success, I am fortunate to talk with Sarah Tinkler, to explore one of the core ingredients to building belonging at work. The interview examines this key question: How does being an openly LGBTQ+ advisor at NM shape her own interactions with fellow LGBTQ+ clients?   For those unfamiliar with Sarah, she is a financial planning entrepreneur associated with Northwestern Mutual since July 2006. She is also a Forrest-inspired yoga instructor, certified life coach, and certified personal trainer. Sarah blends those passions together with a refreshingly soul-nourishing approach to visioning, analysis, planning, and guiding her clients' assets so they can live abundantly, authentically, and be ready to jump at the next aligned opportunity the Universe throws their way.   Together, during our conversation, you will: Learn why one of the preconditions for feeling a sense of belonging starts with being recognized, respected, and valued. Gain strategies on how you can be a possibility model for communities you belong to that can help your organization more fully represent the communities it serves.   Recognize the value add LGBTQ+ employees bring into your own organization..    This interview was designed to support people like you - visionary leaders, and those on their way to joining us. Savor this insightful talk, and if you're looking for more ways to connect with inspiring leaders like Sarah, be sure to join our Belonging Membership Community - a community of practice committed to putting our values of belonging, community, and collaboration into action. Members have the unique opportunity to connect with guests like Sarah for 1:1 laser coaching sessions.   For LGBTQ+ friendly financial planning services, get in touch with Sarah Tinkler at: https://www.northwesternmutual.com/financial/advisor/sarah-a-tinkler/ You can also find her on LinkedIn at: https://www.linkedin.com/in/sarahtinkler.   Imagine belonging with our community when you join the Belonging Movement Newsletter: www.rhodesperry.com/subscribe.

With the most significant contributor to hormonal imbalance and perimenopause symptoms being stress and chronically elevated cortisol, addressing ALL areas of stress in our lives becomes the most effective strategy to improving how we feel and navigating this difficult time. Knowing that I knew I had to have the discussion on finances and money here on the podcast. No matter where you are at in your finances, beginning to take the next best step in reducing the stress load that can come with issues around money WILL make a difference.   Statistically speaking, women need to feel 80% confident to make a decision vs. men who only need to feel 40% confident. This stat absolutely impacts how women take charge of their finances. So, what builds confidence? Education, knowledge and ACTION. On this expert interview episode you get to hear from a strained, successful and trustworthy source, Christa Szalach.   Christa Szalach is a financial advisor with Northwestern Mutual who currently resides in Scottsdale, Arizona. She has built a successful, nationwide practice with hundreds of clients in more than 34 states. With technology, about 95 percent of Christa's client meetings are virtual, allowing personal conversations that are the foundation of strong client relationships from the convenience of their home or office. Christa enjoyed living in every region of the US during her childhood years. She is a graduate of Purdue University where she was a member of the Varsity Women's Soccer team and served as captain her senior year. She earned her Master's degree from the Sandra Day O'Connor College of Law at Arizona State University. Christa's mission is to create personalized connections with each client, helping them live in the moment while also achieving their version of a successful, well-balanced, and intentional lifestyle. Christa's team does this through personalized questions, analysis, and plans to address retirement, investing, and tax-mitigation strategies for clients.   Tune In To Learn:   What you next best step is to have strong finances no matter where you are at How to choose a Financial Advisor How much money you may want to have saved before investing   Connect With Christa Here:   Insta: @Szalach_Financial FB: ChristaSzalach WEB:  ChristaSzalach.nm.com       SCHEDULE A FREE 30 MINUTE CONSULTATION TO DISCUSS YOUR HORMONE AND HEALTH NEEDS NOW    

Meet Melanie StuberMelanie is the founder and CEO of Cultivate and Thrive LLC. She partners with leaders to overcome obstacles and achieve their goals through business strategy and organizational culture guidance. She is a former executive with over 25 years of diverse business experience from three top-tier organizations, Northwestern Mutual, CNA Insurance Company, and Pricewaterhouse Coopers. Melanie understands the challenges of leading teams through complex environments. She delivers dynamic keynotes, interactive workshops, and customized consulting services designed to empower leaders and their teams. Her approach helps organizations gain clarity, boost efficiency, enhance experiences, and improve overall performance. Although her focus is on supporting women leaders, Melanie welcomes the opportunity to collaborate with all leaders.Melanie is serving her second term as the Diversity, Equity and Inclusion Board Director for Metro Milwaukee Society of Human Resource Management. She recently joined the Engagement Committee for the Women and Girls Fund of Waukesha. As a member of Tempo Milwaukee, Melanie serves on the Professional Development Committee and is the Chair of the Builder Community, which focuses on women entrepreneurs and business owners. She also serves on the Talent Solutions Council for the Waukesha Business Alliance.Highlights00:00 Welcome to the Social Capital Podcast01:20 Introducing Today's Guest: Melanie Stuber02:33 Melanie's Journey from Corporate to Entrepreneurship06:38 The Importance of Strategy and Culture08:42 Challenges and Motivation in Business10:45 Advice for Young Professionals13:34 Lori's Turn: Personal Insights and Goals16:40 Final Words and Contact InformationGiveawayMelanie is collaborating with two other women entrepreneurs (Amanda Nowak and Julie Schmidt) to host an event tailored for women - The Empowered Path: Bite-Sized Strategies for Wellness, Financial Freedom, and Leadership for Women. This in-person event is Friday January 17, 2025 (8:00-9:30) at 11270 W Park Place (First Floor Conference Room) Milwaukee, WI 53224.She would love to give two tickets away to our listeners so they can start their year feeling empowered as they guide you in boosting your confidence with actionable steps to help you navigate both your personal and professional life effectively.Connect with MelanieCultivate and Thrivemelanie@cultivatethrive.com LinkedIn

Joseph Lanza discusses the findings of a study by Northwestern Mutual that reveals how the wealthy excel in financial planning compared to the general population. They explore the importance of having a long-term financial strategy, the need for regular updates to financial plans, and the benefits of working with a professional advisor. The conversation also delves into the psychological aspects of financial planning, emphasizing the need to control what can be controlled and to avoid overreacting to market volatility. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.See omnystudio.com/listener for privacy information.

Today's guest is Ahmed Azam, Head of Infrastructure and Cloud Services at Northwestern Mutual. Ahmed joins Emerj Senior Editor Matthew DeMello to explore the organization's transformative journey in adopting cloud technology. With roots tracing back to 1857, Northwestern Mutual has continuously evolved, leveraging technological advancements to maintain a competitive edge. Ahmed shares insightful stories about the company's pioneering history, including its early adoption of mainframe computing and the more recent integration of cloud-based solutions. This episode is sponsored by MinIO. Find out more about sponsored content and how to engage with the Emerj audience at emerj.com/ad1.

Adam Barney, the trailblazing president of Framework IT, shares the groundbreaking strategies that elevate his company in the fiercely competitive world of managed IT services. By introducing a distinctive business model akin to a "safe driver discount," Framework IT rewards clients for optimizing their technology, a tactic that not only sets them apart but also drives success. In our engaging discussion, Adam opens up about the invaluable lessons learned from transitioning from financial advising to tech entrepreneurship, emphasizing the vital role of persistence, adaptability, and the courage to embrace imperfection. He reveals how these principles have been instrumental in his personal growth and the company's formidable rise.  Our conversation further explores the challenges of rapid growth and the necessity of effective delegation to build a resilient foundation for sustained success. Adam candidly discusses his shift to a COO role, focusing on the significance of hiring the right talent and letting go of control. We also cover networking strategies that prioritize humility, vulnerability, and extreme ownership, and how these elements foster trust and respect with clients. Adam and I examine the art of genuine networking, while acknowledging that different strategies suit different business models. This episode promises to deliver a wealth of insights and practical wisdom for anyone looking to thrive in today's dynamic business environment.  Adam Barney is the President of Framework IT, bringing over 15 years of executive experience in managed services and telecommunications. He has consulted with over 1,000 companies, from small businesses to major organizations like Rush University Medical Center and Northwestern Mutual, helping streamline their technology strategies.  Framework IT, founded in 2008 and based in Chicago, specializes in IT support, strategy, and cybersecurity for small to mid-sized businesses nationwide. With a team of 30+ engineers, the company proactively prevents IT issues, allowing clients to focus on their priorities. Recognized on the Inc. 500 & 5000 lists seven times in the past decade, Framework IT has also earned multiple Best and Brightest Places to Work in the Nation awards.  Outside work, Adam is a husband, father, avid reader, and fitness and travel enthusiast. His expertise in business technology has been featured in outlets such as the Washington Post, Fox 32 Chicago, and the Harvard Business Review.    Quotes: "Transitioning from finance to tech taught me the value of persistence and adaptability. It's about embracing imperfection and continually moving forward." "Rapid growth presents challenges, but learning to delegate and let go of control is essential to building a resilient foundation for success." "Networking isn't just about making connections; it's about building trust through humility, vulnerability, and extreme ownership." "Effective leadership means acknowledging mistakes and taking responsibility. It's not a sign of weakness, but a mark of strength and maturity.”   Links: Adam's LinkedIn - https://www.linkedin.com/in/adam-barney-9810679/ Framework IT - https://www.frameworkit.com Get this episode and all other episodes of Sales Lead Dog at https://empellorcrm.com/salesleaddog 

Oritse J. Uku is the Business Information Security Officer (BISO) and IT Governance Risk and Compliance at Northwestern Mutual. In this episode, he joins Steve Satterwhite, founder and CEO at Entelligence, and host Charlie Osborne to discuss the power of cloud-based cybersecurity solutions. An industry leader in delivering affordable, high value professional services to security-conscious enterprise and government organizations worldwide, Entelligence addresses the cyber skills gap by working as a seamless extension of each customer's organization, providing a set of customized services that include security readiness assessments, quick-start solution deployments, and longer-term resident expert engagements. Learn more about our sponsor at https://entelligence.com

On Friday, August 2, 2019, Erin Langhofer was attending a First Friday event in the Crossroads District with her boyfriend and friends in Kansas City when she was struck and killed by a stray bullet. Erin had graduated from the University of Kansas in 2016 with a BS and an MS in 2017. As an undergrad, Erin received the Margo Award, the top prize in the School of Social Welfare. Erin was a counselor and therapist at Rose Brooks Center and helped domestic violence survivors. Honoring her giving nature, Erin had registered as an organ donor; her decision will give new life to at least 50 people. In this episode, we have the honor of visiting with Erin's parents, Tom and Marcy. They vulnerably share their grief experience and about the incredible foundation created in honor of their daughter. Meet Marcy and Tom Langhofer Marcy and Tom have been married for 38 years and have two girls, Kathryn and Erin. Marcy has worked for Northwestern Mutual and Tim Moyer for the past 15 years in financial services. She is passionate about helping others though Do Good for Erin. Tom serves as the Recovery Ministries Pastor for Resurrection Church.  What We're Loving In Kansas City Holiday Reflections at Union Station Held in the Grand Plaza, Holiday Reflections is a feast for the eyes. This spectacular themed experience is a walk-through holiday village featuring floor to ceiling lights, a multitude of decorated trees, forest friends, floating mirrored ornaments and a bigger-than-ever Winter Wonderland where kids can ride the historic Jones Store Train, for an additional $5 per child. Check out our everything you need to know guide here. Morning at the North Pole Join us for Kansas City Mom Collective's annual Morning at the North Pole on Saturday, Dec. 7, at The Mint in Lenexa! Holiday fun is the name of the game when you take part in this awesome and stress-free morning full of games, crafts, treats and of course a visit with Santa! Be sure to snap an adorable holiday picture of your little ones at our photo stop sponsored by Fry Orthodontics. The event will finish with a reading of “Dr. Seuss's How The Grinch Lost Christmas!” read by Alastair Heim, author of the book. We would love to see you there and meet you in person so come say hi! Connect with Megan and Sarah We would love to hear from you! Send us an e-mail or find us on Instagram or Facebook!        

“It's gonna be messy, but it's gonna be okay.” - Jill Baake Flashback Friday time! We're revisiting an episode we've been craving after a tough couple of weeks. Michelle chats with Jill Baake, a leader of coaching and strategy at Northwestern Mutual. They dive deep into personal journeys and growth, and times of change in life. Jill shares insights on how to navigate through difficult times—and come out on the other side a better person.  Craving more Social Soup? Share and subscribe so we can simmer more batches. Jill wrote a parenting book, “I Love Me Mom”! Check it out: https://bit.ly/3WnaJ9X  Connect with Jill Baake on LinkedIn: linkedin.com/in/jill-baake/ Connect with Michelle on LinkedIn: ⁠linkedin.com/in/michelledattilio⁠  Learn more about sōsh: visit our website and reach out! ⁠getsosh.com ⁠   More Social Soup next week!

In this episode of the Insurance Town Podcast, Mayor Heath Shearon sits down with Mike Mathwig, and they discuss how he "lucked" into becoming a Multi-millionaire through hard work and mergers and acquisitions. Whether you're considering selling your agency, growing through acquisition, or simply curious about the dynamics of agency sales, this episode delivers the goods.Episode Highlights:Mike kicks off by sharing his early career journey, from an internship at Northwestern Mutual to stints in banking and back to the insurance industry. His story showcases the twists and turns that can lead to discovering your true professional passion. Mike talks about the sell of his agency,  offering a behind-the-scenes look at how these deals are structured. He breaks down the key factors agency owners should consider before making the leap, including valuation, timing, and buyer compatibility. Heath and Mike discuss the importance of building strong relationships during the M&A process. Mike emphasizes how trust and transparency between buyers and sellers can make or break a deal.Preparing for Sale: Mike shares actionable advice for agency owners to maximize their agency's value, including cleaning up financials, developing strong processes, and showcasing growth potential. The conversation takes a big-picture turn as Mike discusses trends in the insurance market and how M&A activity is shaping the future landscape.Key Takeaways:Plan Ahead: Mike outlines why a well-prepared agency is more attractive to buyers and how owners can start planning years in advance for a successful sale.Understand Your Value: He explains what factors most influence an agency's valuation and how to position your business for top-dollar offers.Know Your Buyer: Not all buyers are created equal—Mike highlights the importance of finding the right fit, whether it's a private equity firm, aggregator, or local competitor.Train your kids up right: he talks about the lessons he is teaching his kids and the next generation about building your own generational wealth. Episode Quote:"Selling an agency isn't just about the numbers—it's about finding a partner who aligns with your values and vision for the future." – Mike MathwegSponsors:A big thank you to our sponsors for making this episode possible!Smart Choice: Looking for a great partner to help grow your agency? Check out Smart Choice for all your agency needs.Canopy Connect: Want to simplify the way you collect client information? Visit UseCanopy.com/heath to see how Canopy Connect can help streamline your agency's processes.Olde School Marketing: For all your marketing and promotional needs, Olde School Marketing has you covered. Reach out today to level up your marketing game!

Welcome back to The Money Mastery Unleashed podcast with your host, Adam Olson. In today's episode, we're diving into "10 Things You Need to Know to Live a Tax-Advantaged Retirement." Drawing from over 13 years of experience as a financial planner and the latest insights from a 2024 Northwestern Mutual survey, Adam highlights essential strategies to minimize taxes on your retirement savings. Learn how to strategically withdraw from Traditional and Roth accounts, make the most of HSAs and 529 plans, and utilize charitable donations to lower your taxable income. Adam emphasizes the importance of blending distributions to maintain a lower tax bracket and explores the benefits of Roth conversions before Required Minimum Distributions (RMDs) kick in. Additionally, discover how to leverage permanent life insurance and annuities for tax-free income and ensure a financially secure retirement. Tune in to uncover these vital tips and transform your retirement planning.  "Use a mix of Traditional and Roth retirement accounts to blend your distributions and minimize taxes over time." What you will learn: Traditional and Roth Accounts Charitable Donations Permanent Life Insurance and Annuities Tax-Advantaged Accounts Learn more about Adam Olson by visiting the following links: Facebook Personal Website Business Website-- Investing involves risk, including loss of principal.    Be sure to understand the benefits and limitations of your available options and consider all factors prior to making any financial decisions.  Any strategies discussed may not be suitable for everyone.  Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC.  Adam Olson, Representative.  Mutual of Omaha Investor Services is not affiliated with any entity listed herein.  This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services and its representatives do not offer legal or tax advice. The information presented is subject to change without notice and is not intended as an offer or solicitation with respect to the purchase or sale of any security or insurance product. Mutual of Omaha Investor Services and its various affiliates do not endorse or adopt comments posted by third parties.  Comments posted by third parties are their own and may not be representative or indicative of other's opinions, views, and experiences.

Jack Janasiewicz, Portfolio Strategist at Natixis Investment Managers, says the economy can keep supporting earnings growth, and as long as earnings are marching higher, it should pull the equity market up further. While warning that investors may have to adjust expectations after two big years that make an encore unlikely, Janasiewicz says that heightened volatility amid geopolitical tensions is more a wild-card or an unknown than a detonator for trouble. Moreover, he notes that if the global market takes a turn driven by war or political tensions, the U.S. will remain "the best house in a tough neighborhood." Tom Rossi discusses the latest results from Northwestern Mutual's annual "planning and progress study," which showed a significant gap between what Gen Z and Millennials expect to receive from their parents an inheritance and what their parents are actually planning to leave behind. Plus, Toni Turner, President of TrendStar Trading Group, says the technicals show that "We're still in a bull market," and while she is taking a little off the table to play defense against heightened volatility through the election and into the new year, she doesn't currently anticipate some deep decline even as the market digests some of its big gains from the last two years.

In this episode of TechSurge: The Deep Tech Podcast, host Nicholas Brathwaite of Celesta Capital speaks with Christian Mitchell, Chief Digital and Information Officer at Northwestern Mutual, about the profound digital transformation happening in the financial services and insurance sectors. The discussion covers how legacy systems are being modernized, the role of AI in enhancing underwriting and customer experiences, and the increasing importance of cybersecurity in safeguarding sensitive data. Christian also shares insights on the evolution of FinTech startups and Northwestern Mutual's approach to investing in and partnering with innovative tech companies, providing a deep dive into how technology is reshaping long-established industries while balancing innovation with regulatory and customer needs. Chapters 00:00 Introduction to Tech Surge and Industry Transformation 02:46 Legacy Technology vs. Digital Transformation in Financial Services 05:55 The Evolution of FinTech: From 1.0 to Current Trends 09:08 Leveraging Startups and Deep Tech for Innovation 11:58 Navigating Challenges in Digital Transformation 15:06 Talent Acquisition and Company Culture in Tech 18:01 The Role of the Innovation Lab in Driving Change 20:54 AI's Impact on Business Operations and Customer Experience 24:02 Addressing Privacy, Bias, and Ethical AI Implementation 26:58 Data Management Strategies: Cloud vs. On-Premise 29:47 Cybersecurity as a Collective Responsibility Links https://www.northwesternmutual.com/ https://fintechbreakthrough.com/2022-winners

Amy is joined by Hitha Palepu to discuss her book, We're Speaking: The Life Lesson of Kamala Harris, and learn more about Vice President Harris's history, the breadth and depth of her experience, and the mold-breaking significance of her current presidential campaign.Hitha Palepu is a woman of multitudes: a feminist, a lifelong politics enthusiast, a daughter of immigrants, and a mother raising feminist sons. These multitudes spill into her multi-hyphenated career as an entrepreneur, investor, writer, and speaker. Hitha's passion for the news and politics is captured in #5SmartReads, a Webby honored social series that shares five must-read articles every day to keep our community informed without being overwhelmed. Hitha's longtime blog, Hitha on the Go, established her as an authority on lifestyle topics and gave way to her book and collaborations with leading brands such as Headspace, Google, and Northwestern Mutual. Her book How to Pack was published by Clarkson Potter in 2017, and her book We're Speaking: The Life Lessons of Kamala Harris was published in 2021. As CEO of Roshan Pharmaceuticals, Hitha oversees financing, partnerships, and strategy for the company. Hitha also puts her money where her values are through early-stage investing. A partner in Adama Ventures, which is her family office, she has invested in innovative companies primarily founded by women and focused on women. She is a sought-after speaker on politics and the news, investing, entrepreneurship, work-life juggle, and motherhood.

Intentions don't always translate to action when it comes to financial planning. In fact, research shows a continued decline among Americans who consider themselves "disciplined" financial planners – from 65% in the post-Covid 2020 study to 45% in 2024, according to Northwestern Mutual.  Freddie Rappina is a Financial Advisor and a Chartered Financial Consultant, as well as an Accredited Investment Fiduciary™, who founded Opta Financial. Freddie helps clients examine their current financial situation, financial goals, completes a financial analysis, provides recommendations, implements and reviews plans for clients. In addition to experience in the financial services industry, Freddie also has experience in law enforcement and is retired from The Fairfax County Police Department in Virginia. Originally from Long Island, New York, Freddie enjoys baseball. For more information, please visit https://www.optafinancial.com/. Connect with Freddie Rappina on LinkedIn: @FreddieRappina.

Welcome to the Money Mastery Unleashed podcast! I'm your host, Adam Olson. Today, we're tackling a crucial question: how much do you need to retire in 2024? A recent survey by Northwestern Mutual indicates that you'll need $1.46 million, a significant increase from the $951,000 estimated in 2020. This episode dives into the common misconceptions about retirement savings and provides practical guidance on how much you actually need. We'll explore the survey's findings, which highlight a stark contrast between the amount people believe they need and their current savings. Only 3 in 10 Americans have a tax-efficient retirement plan, and many underestimate the impact of taxes on their savings. We'll discuss factors influencing your retirement needs, including retirement age, lifestyle, healthcare costs, and inflation. We'll also cover how to plan your retirement income sources, such as Social Security, pensions, and personal savings, and the importance of having a tax-efficient strategy. Finally, we'll provide tips on calculating your retirement number and closing any gaps in your plan. Tune in to learn how to create a fulfilling and financially secure retirement! "To retire comfortably, it's essential to consider various factors like retirement age, life expectancy, lifestyle, spending habits, healthcare costs, and inflation." What you will learn: Misconceptions about retirement savings Importance of Retirement Saving Goals Factors Influencing Retirement Needs Calculating Your Retirement Number Learn more about Adam Olson by visiting the following links: Facebook Personal Website Business Website -- Investing involves risk, including loss of principal.    Be sure to understand the benefits and limitations of your available options and consider all factors prior to making any financial decisions.  Any strategies discussed may not be suitable for everyone.  Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC.  Adam Olson, Representative.  Mutual of Omaha Investor Services is not affiliated with any entity listed herein.  This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services and its representatives do not offer legal or tax advice. The information presented is subject to change without notice and is not intended as an offer or solicitation with respect to the purchase or sale of any security or insurance product. Mutual of Omaha Investor Services and its various affiliates do not endorse or adopt comments posted by third parties.  Comments posted by third parties are their own and may not be representative or indicative of other's opinions, views, and experiences.

Tom Wall has spent the entirety of his 21-year career positioning whole life insurance and competing against his alternative. Starting in college as an award-winning advisor with Northwestern Mutual before moving his practice to MassMutual, he subsequently grew his career in prominent home office roles in sales and marketing leadership. In those roles, he developed into a renowned storyteller and product expert at perennial company conferences and firm meetings nationwide. Tom's Ph.D. is in retirement income planning, with original research on Whole Life as a Fixed Income Alternative under the advisement of industry thought leaders Wade Pfau, Michael Finke, and Stephen Parrish. His focus on academic integrity and decades of sales experience combine to make him a uniquely credible and inspirational voice in the life insurance space. Tom now coaches and consults with financial advisors, hosts the Whole Life Masterminds study group, and has published his first book titled Permission to Spend: Maximize Your Retirement with the Best Kept Secret in Personal Finance, a Wall Street Journal Best Seller and Amazon International Best Seller. Listen to this insightful RIA episode with Tom Wall about educating advisors for a better financial future. Here is what to expect on this week's show: - How advisors face challenges due to opaque fee structure and misinformation surrounding whole life insurance, making it difficult to convey benefits. - Why the financial industry's lack of academic research on whole life insurance adds to advisors' difficulties in building trust and credibility with clients. - How the spread of misinformation poses a significant challenge for advisors trying to educate clients about the value of whole life insurance. - How Whole Life Mastermind connects advisors with industry experts, enhancing their knowledge and providing practical solutions for clients. - How Whole Life Mastermind aims to revive the culture of actuarial science and planning, offering comprehensive support for advisors in the whole life insurance sector. Connect with Tom: Links Mentioned: wholelifemasterminds.com LinkedIn linkedin.com/in/tomwall Learn more about your ad choices. Visit megaphone.fm/adchoices

Tim Harrison is the owner of Harrison Financial Services. Tim grew up in Millard and graduated from Millard South in 1993. He had a paper route for eight years and worked construction in the summers throughout his high school years. As a freshman at the University of Nebraska Omaha, Harrison began an internship at Northwestern Mutual and started developing a business in financial services and insurance. Today, Harrison Financial Services is one of the premiere wealth management firms serving decision makers in Omaha and employs a team of seven professionals. Harrison has been ranked as one of Four Under 40 by Advisor Today magazine, one of Omaha's Top Wealth Advisors by Worth Magazine, and an Exemplary Wealth Advisor by NABCAP, a national non-profit dedicated to identifying top advisors, as published in both Omaha and B2B magazines. He passed the CPA exam upon graduating from UNO and has a Masters in Financial Services along with numerous professional designations, including completing his CIMA at Wharton Business School. Tim and wife Traci have two children. The couple is very active in the Omaha community. Tim enjoys anything around the water and loves golf and snowboarding. To View This Episode- https://youtu.be/edvL4kfkyIg#philfriedrich #podcast #whoknewinthemoment #omaha #omahanebraska

Wouldn't it be great if your boss had a user guide for achieving success under their leadership? Ann Yeung's team at GEICO, where she serves as the Vice President of Engineering, Head of Enterprise Engineering, received one. In her “user guide,” Ann shares her expectations, values, and tools for successful collaboration that go well beyond pet peeves to establish communicative, empowered teams. In this episode, Ann discusses her transition to GEICO and the critical role of managing corporate functions during transformation. She shares her journey from individual contributor to leader and how she applies the lessons she's learned along the way. Ann offers how her perspective has changed over time, (ex. how experience is important but unique application to any particular scenario is key) and outlines how her leadership values match her personal values: integrity, transparency, and direct communication. As a leader, Ann ensures that her approach includes two critical elements: understanding the problem from the lens of the business stakeholders and carving out time for reflection. Ann discusses welcoming feedback and challenging her teams with growth opportunities with intentional mentorship. She discusses how, as an engineer at heart, her love of data couples with empirical evidence to guide her decision making and the importance of responsible leadership. (2:10) – Enterprise engineering at GEICO(4:22) – Playbook for success(8:46) – Transition to leadership(13:46) – “Ann Yeung User Guide”(20:47) – Building relationships and trust(23:34) – Opening the door to feedback(27:52) – Recovery (30:09) – Decision-making(32:06) – Empowering your teamAnn Yeung is the Vice President of Engineering, Head of Enterprise Engineering at GEICO. Ann is a senior technology executive and business strategist with over twenty years of experience in various industries, including roles at Northwestern Mutual, Capital One, and US Foods. She is the Director of Women Who Code Chicago Network and serves on the Board of Directors for Chinese American Service League and STEM Forward. Ann earned a bachelor's degree in computer science and mathematics from the University of Illinois Urbana-Champaign.If you'd like to receive new episodes as they're published, please subscribe to Innovation and the Digital Enterprise in Apple Podcasts, Spotify, or wherever you get your podcasts. If you enjoyed this episode, please consider leaving a review in Apple Podcasts. It really helps others find the show.Podcast episode production by Dante32.

This podcast features Ron Joelson, former Executive Vice President and Chairman, Northwestern Mutual Investment Management Company, who also served as the firm's Chief Investment Officer. He's now on the Advisory Board for Socium Advisors, which is recognized as one of the top financial advisory firms in the country. Key points:Ron's experience includes working as a senior consultant with Northwestern Mutual field offices, teams and clients to share his extensive experience and insights into the General Account and its impact on product value, performance and in helping clients achieve financial security. He also served in leadership roles at Prudential Financial and Genworth. Ron shares some the advice he gives young leaders on the topic of mindful of behavior and behavioral patterns as they pursue their vision of success.“An Unexpected Journey into the Heart of God” is the name of the book Ron wrote about his journey of spiritual discovery. He says Christian faith is foundational to how he performed in his role as a leader at Fortune 100 and Fortune 500 companies. Ron participated in a program called Project Uplift, which brings together women of color to dialogue with leaders in the financial services space to enhance their acumen and visibility. He shares what that experience was like and type of advice he shared with the participants. One of Ron's hidden skills is his talent for magic, and he shares some of his tricks with Phil and Greg. Ron's book, an Unexpected Journey into the Heart of God, is available on Amazon. SeaCaptainCoaching.comInstagramhttps://www.instagram.com/seacaptaincoaching/Facebookhttps://www.facebook.com/seacaptaincoachingConnect with Philhttps://www.linkedin.com/in/philbender/Connect with Greghttps://www.linkedin.com/in/gjpatton/Connect with Ronhttps://www.linkedin.com/in/ronald-joelson-856a0923/Ron@Joelson.netNow Available!The Sea Captain Way for Financial Advisors

Two-time Emmy and Three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviews Travis May, Sr. and Alair Castro from Northwestern Mutal, one is a financial advisor and the other is a Diversity & Inclusion Specialist discuss how Black Entrepreneurship bridges racial wealth gap.  The racial wealth gap refers to the disparity in assets of typical households across race and ethnicity. The gap in assets is far wider than disparities in wages across races. Income inequality, housing policies, limited educational opportunities, and a lack of support structures contribute to the racial wealth gap. Talking Points -    Can you provide an overview of the Community Conversations initiative and its purpose?-    This is the third Community Conversation you're hosting—what impact have the previous two events had so far?-    Travis joined the firm as a result of the first conversation. How did that connection come about, and how has his journey exemplified the goals of these conversations?-    In what ways do you feel these events are making an intentional and impactful difference in the Black community?-    How does Community Conversations help identify individuals who align with the firm's vision and goals?-    What makes these events unique in fostering relationships and opportunities within the Black community?-    Northwestern Mutual is a financial partner that offers personalized plans, top-rated services and life insurance.-    What inspired Northwestern Mutual's Callaway Black office to focus this year's panel series on Black entrepreneurship as a solution to bridging the racial wealth gap?-    Why do you believe entrepreneurship plays a pivotal role in narrowing the racial wealth gap, specifically for Black communities?-    What unique challenges do Black entrepreneurs face in starting and scaling businesses compared to other demographics?-    How have historical barriers, such as limited access to capital and systemic racism, impacted Black entrepreneurship, and what changes are being seen today?-    How important are mentorship and financial literacy in supporting Black entrepreneurs and future generations of business owners?-    What resources or programs do you believe are most effective in helping Black entrepreneurs succeed in today's business landscape?-    How can financial institutions, such as Northwestern Mutual, support Black entrepreneurs in accessing the funding and resources they need to grow?-    What role do community-based organizations and initiatives play in empowering Black entrepreneurs and addressing wealth disparities?-    Can you share any success stories of Black entrepreneurs who have directly benefited from your efforts or the broader financial ecosystem in Atlanta?-    How can the success of Black-owned businesses help inspire and empower younger generations in closing the wealth gap?-    In your view, what are the most effective strategies for ensuring that Black entrepreneurship leads to long-term wealth building within families and communities?-    Looking forward, what do you hope to see in terms of Black entrepreneurship and wealth-building in the next decade?-    How can the community come together to support Black entrepreneurs and ensure that their efforts are sustainable and impactful? #BEST #STRAW #SHMSSupport the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

Two-time Emmy and Three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviews Travis May, Sr. and Alair Castro from Northwestern Mutal, one is a financial advisor and the other is a Diversity & Inclusion Specialist discuss how Black Entrepreneurship bridges racial wealth gap.  The racial wealth gap refers to the disparity in assets of typical households across race and ethnicity. The gap in assets is far wider than disparities in wages across races. Income inequality, housing policies, limited educational opportunities, and a lack of support structures contribute to the racial wealth gap. Talking Points -    Can you provide an overview of the Community Conversations initiative and its purpose?-    This is the third Community Conversation you're hosting—what impact have the previous two events had so far?-    Travis joined the firm as a result of the first conversation. How did that connection come about, and how has his journey exemplified the goals of these conversations?-    In what ways do you feel these events are making an intentional and impactful difference in the Black community?-    How does Community Conversations help identify individuals who align with the firm's vision and goals?-    What makes these events unique in fostering relationships and opportunities within the Black community?-    Northwestern Mutual is a financial partner that offers personalized plans, top-rated services and life insurance.-    What inspired Northwestern Mutual's Callaway Black office to focus this year's panel series on Black entrepreneurship as a solution to bridging the racial wealth gap?-    Why do you believe entrepreneurship plays a pivotal role in narrowing the racial wealth gap, specifically for Black communities?-    What unique challenges do Black entrepreneurs face in starting and scaling businesses compared to other demographics?-    How have historical barriers, such as limited access to capital and systemic racism, impacted Black entrepreneurship, and what changes are being seen today?-    How important are mentorship and financial literacy in supporting Black entrepreneurs and future generations of business owners?-    What resources or programs do you believe are most effective in helping Black entrepreneurs succeed in today's business landscape?-    How can financial institutions, such as Northwestern Mutual, support Black entrepreneurs in accessing the funding and resources they need to grow?-    What role do community-based organizations and initiatives play in empowering Black entrepreneurs and addressing wealth disparities?-    Can you share any success stories of Black entrepreneurs who have directly benefited from your efforts or the broader financial ecosystem in Atlanta?-    How can the success of Black-owned businesses help inspire and empower younger generations in closing the wealth gap?-    In your view, what are the most effective strategies for ensuring that Black entrepreneurship leads to long-term wealth building within families and communities?-    Looking forward, what do you hope to see in terms of Black entrepreneurship and wealth-building in the next decade?-    How can the community come together to support Black entrepreneurs and ensure that their efforts are sustainable and impactful? #BEST #STRAW #SHMSSee omnystudio.com/listener for privacy information.

In this episode of The D2D Podcast, host Clint Root interviews Ryan Cook, a financial representative with Northwestern Mutual and a former senior tech leader who transitioned into the financial planning industry. Ryan shares his insights on how financial planning can help door-to-door sales professionals, particularly those experiencing rapid financial success. He highlights the importance of managing wealth and avoiding the common pitfalls that come with increased earnings, such as consumer debt and poor planning for the future.Ryan discusses practical strategies for building an emergency fund, investing in the right assets, and planning for both short-term and long-term financial goals. He emphasizes how financial planning is essential for tech leaders and sales professionals who face unpredictable income streams. Listeners will gain valuable tips on how to preserve wealth, avoid debt traps, and secure financial stability in an industry where earnings can fluctuate drastically.You'll find answers to questions such as:How should young sales professionals manage sudden financial success?What are the most critical first steps in financial planning for D2D sales professionals?Why is having an emergency fund essential?How can financial planning secure long-term wealth for salespeople?What common financial pitfalls should successful sales professionals avoid?Get in touch with Ryan:Website: Northwestern Mutual - Ryan CookThank you for listening! Don't miss out on future episodes! Subscribe to The D2D Podcast on Apple Podcasts and Spotify.Follow us on Facebook and Instagram. You may also watch this podcast on YouTube!You may also follow Sam Taggart on Facebook, Instagram, and TikTok for more nuggets on D2D and Sales Tips.

Two-time Emmy and Three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviews Travis May, Sr. and Alair Castro from Northwestern Mutal, one is a financial advisor and the other is a Diversity & Inclusion Specialist discuss how Black Entrepreneurship bridges racial wealth gap.  The racial wealth gap refers to the disparity in assets of typical households across race and ethnicity. The gap in assets is far wider than disparities in wages across races. Income inequality, housing policies, limited educational opportunities, and a lack of support structures contribute to the racial wealth gap. Talking Points -    Can you provide an overview of the Community Conversations initiative and its purpose?-    This is the third Community Conversation you're hosting—what impact have the previous two events had so far?-    Travis joined the firm as a result of the first conversation. How did that connection come about, and how has his journey exemplified the goals of these conversations?-    In what ways do you feel these events are making an intentional and impactful difference in the Black community?-    How does Community Conversations help identify individuals who align with the firm's vision and goals?-    What makes these events unique in fostering relationships and opportunities within the Black community?-    Northwestern Mutual is a financial partner that offers personalized plans, top-rated services and life insurance.-    What inspired Northwestern Mutual's Callaway Black office to focus this year's panel series on Black entrepreneurship as a solution to bridging the racial wealth gap?-    Why do you believe entrepreneurship plays a pivotal role in narrowing the racial wealth gap, specifically for Black communities?-    What unique challenges do Black entrepreneurs face in starting and scaling businesses compared to other demographics?-    How have historical barriers, such as limited access to capital and systemic racism, impacted Black entrepreneurship, and what changes are being seen today?-    How important are mentorship and financial literacy in supporting Black entrepreneurs and future generations of business owners?-    What resources or programs do you believe are most effective in helping Black entrepreneurs succeed in today's business landscape?-    How can financial institutions, such as Northwestern Mutual, support Black entrepreneurs in accessing the funding and resources they need to grow?-    What role do community-based organizations and initiatives play in empowering Black entrepreneurs and addressing wealth disparities?-    Can you share any success stories of Black entrepreneurs who have directly benefited from your efforts or the broader financial ecosystem in Atlanta?-    How can the success of Black-owned businesses help inspire and empower younger generations in closing the wealth gap?-    In your view, what are the most effective strategies for ensuring that Black entrepreneurship leads to long-term wealth building within families and communities?-    Looking forward, what do you hope to see in terms of Black entrepreneurship and wealth-building in the next decade?-    How can the community come together to support Black entrepreneurs and ensure that their efforts are sustainable and impactful? #BEST #STRAW #SHMSSee omnystudio.com/listener for privacy information.

In this episode of "The Free Lawyer," host Gary introduces career leadership coach Emily Hirsekorn, who shares her journey from studying positive psychology to coaching lawyers. Emily discusses key concepts like gratitude, flow, and optimism, and their role in combating stress and burnout among lawyers. She highlights the importance of recognizing burnout signs and introduces her "career confidence code" framework, which focuses on aligning career goals with personal values. Emily also addresses the challenges of self-doubt and provides strategies for achieving career clarity and fulfillment. The episode emphasizes self-reflection, value alignment, and the benefits of coaching for lawyers. Emily is a career leadership coach for lawyers with a background in private legal practice, anti-bias education, law career advising, and professional development. She is credentialed with the ICF—the gold standard in the industry—and is also certified with the Institute for Professional Excellence in Coaching (iPEC) as an Energy Leadership™ Index-Master Practitioner and COR.E Leadership Dynamics™ Specialist. She offers iPEC's robust leadership development curriculum designed to help maximize lawyer performance, influence, and fulfilment and delivers talks regularly on performance management and her signature framework The Career Confidence Code. Emily has supported thousands of lawyers and law students over the past decade through individual coaching, group programming, and corporate retreats, having worked most recently with organizational clients such as Littler Mendelson, Northwestern Mutual, the Florida Justice Association, and the South Asian Bar Association. As a mother of two, entrepreneur, and involved community member, Emily brings to her work a personal understanding of the competing needs of work and home. Would you like to learn more about Breaking Free or order your copy? https://www.garymiles.net/break-free  Would you like to schedule a complimentary discovery call? You can do so here: https://calendly.com/garymiles-successcoach/one-one-discovery-call

In this episode, Scott Becker highlights Oracle's stock jump, Oscar Health's rise, and struggles for major banks like J.P. Morgan. Plus, hear about top business leaders from RSM, Northwestern Mutual, and more featured on the podcast.

This week on The Modern Customer podcast, Christian Mitchell, EVP and Chief Digital and Information Officer at Northwestern Mutual, shares how the company is blending human touch with AI-driven insights to enhance client experiences—balancing more than 165 years of tradition with cutting-edge technology. Discover how leadership, a growth mindset, and continuous customer feedback are driving innovation while staying true to their mission of improving clients' financial security. Tune in now to learn more about the future of customer experience and innovation. Blake Morgan is a customer experience futurist, keynote speaker, and author of three books on customer experience. Her new book is called The 8 Laws of Customer-Focused Leadership: The New Rules for Building A Business Around Today's Customer.

In this episode, we welcome Alessandro Tronco, a remarkable entrepreneur whose journey embodies the American Dream. Born in Sicily, Alessandro immigrated to the United States at six years old with his family's hopes and dreams. At fifteen, he returned to America alone with only five dollars in his pocket. Alessandro's tenacity led him to Siena College, and from there, he rose to become one of the youngest Managing Partners at Northwestern Mutual. Today, Alessandro is known for his entrepreneurial spirit, philanthropic efforts, and his book, "The Buddha Who Drove a Bentley," which offers profound insights on personal growth and success.Episode Summary: Alessandro Tronco shares his inspiring journey from a young immigrant with nothing to his name to a successful entrepreneur and Managing Partner at Northwestern Mutual. He discusses the challenges he faced, including overcoming financial hardship and navigating the corporate world. Alessandro also delves into the key principles from his book, such as forgiveness, truth, mindfulness, and connection, offering valuable advice for aspiring entrepreneurs.Key Questions: 1. Alessandro's early life in Sicily and the pivotal moments that shaped his determination.2. Challenges he faced as a young immigrant in America and how he overcame them.3. Insights from his rise through the ranks at Northwestern Mutual.4. The motivation behind his book, "The Buddha Who Drove a Bentley," and its core principles.5. The importance of forgiving oneself before forgiving others and its impact on personal growth.6. Why telling oneself the truth, no matter the cost, is crucial for success.7. How slowing down can lead to recognizing life's magical moments.8. The significance of staying connected and believing in a bigger life story.9. Personal anecdotes of failure and how they primed him for future success.10. Overcoming loneliness and the lessons it taught him about resilience and perseverance.11. Balancing professional success with philanthropic efforts and community involvement.12. Key advice for young entrepreneurs about staying true to their values while pursuing ambitious goals.13. Alessandro's vision for the future and upcoming projects he is excited about.Special Mentions: - Alessandro's journey from Sicily to America.- Achievements at Northwestern Mutual.- Core principles from "The Buddha Who Drove a Bentley."Quotable Moments: - "If you're not all in, you're in the way."- "Forgive yourself before you can forgive others."Connect with Alessandro: Listeners can connect with Alessandro through his website https://thebuddhawhodroveabentley.comOutro: Thanks to Alessandro Tronco for sharing his inspiring journey and valuable insights. His story of resilience, ambition, and leadership continues to inspire many.Listener Engagement: We invite listeners to share their thoughts and stories of overcoming challenges in their own entrepreneurial journeys.Disclaimer: The views expressed by guests are their own and do not necessarily reflect the views of the Braving Business Podcast or its hosts.Remember to subscribe, rate, and review us wherever you get your podcasts. Stay brave!

Navigating Financial Planning with Jim Kiniris: Expert Insights and Real Stories In this episode of the Get Better Everyday podcast, host Matt Gougé chats with his good buddy Jim Kiniris from Northwestern Mutual. They dive into the world of financial planning, addressing common misconceptions, practical advice for beginners, and the importance of financial literacy. Jim shares his journey into financial advising, personal anecdotes, and the emotional connections built with clients. Together, they explore the evolving landscape of retirement planning, strategies for big dreamers, and the indispensable human element in financial guidance. Tune in for expert insights, real-world examples, and heartfelt stories from decades of experience. 00:00 Introduction to Financial Planning 01:19 Misconceptions About Financial Advisors 02:33 Behavioral Aspects of Financial Planning 03:10 Starting Your Financial Journey 04:06 The Role of Financial Advisors 05:01 Planning for the Future 07:22 Adapting to Economic Changes 12:48 Financial Independence and Early Retirement 23:28 The Importance of Distribution Planning 25:45 Leveraging Technology in Financial Planning 27:08 Balancing Work, Retirement, and Legacy 27:28 Parenting and Financial Lessons 30:16 Building Relationships in Financial Advisory 39:42 The Human Element vs. AI in Financial Services 43:46 Final Thoughts and Contact Information

Why does whole life insurance have such a negative reputation when it offers incredible value? For years, this financial tool has been misunderstood, leading many of us to overlook its potential benefits.   But what if I told you that whole life insurance could be the key to securing our financial future and ensuring we leave a lasting legacy?   Many of us have dismissed it without truly understanding how it works or the risks it helps to mitigate. The truth is, whole life insurance is a powerful tool that guarantees not only financial security but also peace of mind, knowing our loved ones will be taken care of.   Are we aware of the risks we might face in our retirement years, such as market volatility or unexpected expenses? Have we considered how whole life insurance could play a crucial role in protecting our assets and providing a reliable source of income?   In this episode, speaker, author, and coach to financial advisors Tom Wall joins me to discuss the concept of whole life insurance, why we should consider it in our retirement plans, and his personal take on its value.   Whole life takes the risk off the table. -Tom Wall   Three Things You'll Learn In This Episode    -Take risk off the table This powerful financial tool provides a stable, reliable way to build wealth while ensuring that your loved ones are taken care of, no matter what happens in the markets.   -IUL vs. whole life Is IUL more complex to understand than whole life? Which one will benefit us more in the long run?   -The volatility buffer concept What exactly does the volatility buffer concept mean? How can it benefit us? Guest Bio   Tom Wall has spent the entirety of his 20-year career positioning whole life insurance and competing against his alternative.  Starting in college as an award-winning advisor with Northwestern Mutual before moving his practice to MassMutual, he subsequently grew his career in prominent home office roles in sales and marketing leadership.  In those roles, he developed into a renowned storyteller and product expert at perennial company conferences and firm meetings nation-wide.   Tom's Ph.D. is in retirement income planning, with original research on Whole Life as a Fixed Income Alternative under the advisement of industry thought leaders Wade Pfau, Michael Finke, and Stephen Parrish. His focus on academic integrity and decades of sales experience combine to make him a uniquely credible and inspirational voice in the life insurance space.   Tom now coaches and consults with financial advisors, hosts the Whole Life Masterminds study group, and has published his first book titled “Permission to Spend: Maximize Your Retirement with the Best Kept Secret in Personal Finance.”  Tom lives in the greater Boston area with his two sons age 12 & 9, and is an avid golfer and traveler.   Visit https://www.permissiontospend.com/  Find Tom on LinkedIn @Tom Wall Follow Tom on Instagram @tomwalltalks Visit https://www.wholelifemasterminds.com/    About Your Host   From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America's #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be. Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is currently founder of The Money School™, and Money Mentor for The Money Multiplier.   His success also includes managing tens of millions of dollars in assets in the financial services and advisory industry and in real estate transactions. As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works.   Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans delivering the financial knowledge that fuels lasting freedom.  

How does a soccer scholarship, a background in biology and psychology, and an immigrant father's resilience translate into becoming a top financial advisor at Northwestern Mutual? Tune in to this episode of Elite Achievement and uncover Emily Halal's remarkable journey from aspiring physical therapist to financial powerhouse. Within just five years, Emily landed in the top 2% of her company, reaching the prestigious "Forum" milestone by writing $738,000 in risk management premiums. Her story is a testament to the power of hard work, adaptability, and the unyielding desire to make her parents proud.Emily shares the pivotal moments that shaped her career, including the family values instilled by her immigrant father from Lebanon, which became the bedrock of her work ethic and resilience. Discover how Emily navigated uncertain career waters, shifting from endless job interviews to a thriving financial advising career. Learn about the strategies she employed to build trust, credibility, and lasting client relationships, and how she overcame initial insecurities to achieve significant career milestones. Her insights into perseverance, self-belief, and continuous goal-setting offer invaluable lessons for anyone in a service-based business.This episode also dives into the importance of movement, nutrition, and daily routines for boosting productivity and maintaining a healthy work-life balance. Emily discusses practical tips on delegation, overcoming setbacks, and maintaining outreach efforts, even on challenging days. From celebrating weekly wins to setting new goals to avoid post-achievement slumps, Emily's journey is filled with actionable advice for achieving both personal and professional success. Whether you're a financial advisor, entrepreneur, or anyone looking to achieve huge professional success, Emily's story will inspire you to push through barriers and achieve your highest aspirations. In this episode, you will learn about:Emily Halal's journey from aspiring physical therapist to top financial advisor at her company.The impact a soccer scholarship and background in biology and psychology had on her career.Influence of her immigrant father's values on her work ethic and resilience.Strategies for building trust, credibility, and lasting client relationships.Overcoming insecurities and achieving significant career milestones.Importance of movement, nutrition, and daily routines for productivity and work-life balance.Practical tips on delegation, overcoming setbacks, and maintaining outreach efforts.Celebrating weekly wins and setting new goals to avoid post-achievement slumps.Inspiration and actionable advice for financial advisors and entrepreneurs.Highlights0:00Achieving Goals in Financial Advising3:42 Finding Direction through Family Influence8:34 Building Confidence and Achieving Goals13:22Achieving Forum Milestone in Financial Advising24:39Women Excelling in Male-Dominated Industries33:42Financial Goal Planning and Mindset41:28Health Challenge Motivation and Goal AchievementConnect with KristinInstagramLinkedInWebsiteGoal Setting Success CourseWhat Type of Goal Achiever Are You? Quiz

We want to hear from you! Send us a text message.In this episode, Dr. Purush Papatla, Co-Director of the Northwestern Mutual Data Science Institute (NMDSI), explores the cutting-edge world of data science and artificial intelligence. NMDSI, a collaboration between Northwestern Mutual, the University of Wisconsin-Milwaukee and Marquette University, is pushing the boundaries of AI applications to solve real-world problems.Dr. Papatla discusses the Institute's innovative programs and groundbreaking research projects. NMDSI is building a diverse talent pipeline, encouraging interdisciplinary collaboration, and making significant strides in fields ranging from healthcare to marketing. Whether you're a data science enthusiast, a business leader, or simply curious about the future of AI, this episode is packed with valuable takeaways.In this episode, you'll learn:The origin story behind NMDSI's unique collaboration and its $40 million startup capitalHow data science is being democratized, allowing individuals from all backgrounds to become data scientistsA groundbreaking AI project that could revolutionize personalized advertising as we know itWhy Milwaukee is becoming a hotbed for tech investment and AI researchThe difference between data science, machine learning, and artificial intelligence—and how each is transforming industriesQuotable Moment:"Our program allows anyone with any background to pursue a master's in data science. They could come in with a background in art or dance. We'll build up the required skills and then make sure that by the time they graduate, they leave as data scientists who can pursue data science in their chosen field."3 Big Takeaways from this Episode:Understanding the distinctions between data science, machine learning, and artificial intelligence is crucial for comprehending their applications and impacts: Data science focuses on extracting insights from data using statistical methods, a practice with roots in agricultural research from 200 years ago. Machine learning involves teaching machines to learn from data and improve over time, while artificial intelligence enables machines to mimic human cognition and decision-making.Data science and AI are being democratized, making these fields accessible to individuals from a wide range of backgrounds: Programs at NMDSI allow people with diverse educational and professional backgrounds, including the arts and humanities, to gain the necessary skills to transition into data science roles. This inclusive approach is crucial for integrating AI and data science across various sectors, ensuring that these technologies benefit a broader range of industries and applications.The Midwest is becoming a significant hub for AI research and technology investment due to its unique advantages: Factors such as a strong work ethic, lower operational costs, and a thriving startup ecosystem are attracting major tech investments and fostering innovation in the region. Examples include Microsoft's $3.3 billion data center and NMDSI's efforts in advancing AI research, highlighting the Midwest's growing importance in the tech landscape.Resources:Learn more about NMDSI: https://innv.northwesternmutual.com/ViInstagram - Facebook - YouTube - TikTok - Twitter - LinkedIn

Alexa Von Tobel started thinking about money after her dad died when she was young. By the time she got her first job out of college, she was horrified to learn that there weren't any financial resources online. So she built LearnVest – one of the first companies to help young people manage their money online – and sold it to Northwestern Mutual for $375 million. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode of the Becker Private Equity and Business Podcast, Scott Becker interviews Mitch Granger, a financial advisor at Northwestern Mutual, about his journey from client to wealth manager. Mitch shares insights on comprehensive financial planning and the importance of mentorship, while also reflecting on the benefits of in-person connections in today’s hybrid work […]

How do we determine our “magic number” - the amount we need to retire? Clark weighs in on the debate about how much it takes to be financially secure, and how to start and keep making progress. Also today -private placements, hedge funds, limited partnerships, private equity - beware of this type of non-traditional investment “opportunity”. Even when they're legit, there's no liquidity, and extremely high expenses. It pays to know why you need to avoid investing with anyone who is not a fiduciary. How Much Do You Need To Retire?: Segment 1 Ask Clark: Segment 2 Risky Investment Pitches: Segment 3 Ask Clark: Segment 4 Mentioned on the show: The “Magic Number” Needed to Retire Comfortably Is More Than You Think Americans Believe They Will Need $1.46 Million to Retire Comfortably According to Northwestern Mutual 2024 Planning & Progress Study - Apr 2, 2024 Retirement crisis looms as Americans struggle to save How to Start Investing: 10 Steps (Clark.com) How To Save Money: Spend Less & Build Your Savings Warning: Here's What Those Debt Settlement Companies Don't Tell You Clark Howard's 2024 Credit Card Debt Elimination Strategy 6 Things To Know Before Contacting the National Foundation for Credit Counseling Best 529 College Savings Plans By State How To Open a Roth IRA The AJC: Atlanta hedge fund manager charged in $10M fraud scheme Best Financial Advisors in 2024 Should You Make Your Child an Authorized User on Your Credit Card? Best Credit Cards for Students: Top Picks for 2024 Travel Archives - Clark Howard 4 Ways To Get Your Free Credit Score Thank you for listening today, Clarkies! If you want to be part of our “Clarkie” segment, call 404-981-2071 to leave a comment or story. We may play it during a future episode! Clark.com resources Episode transcripts Community.Clark.com Clark.com daily money newsletter Consumer Action Center Free Helpline: 636-492-5275 Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Your pregnant sister-in-law was a wild child growing up and suffers addiction. Would adopting her baby disrupt your family life? Welcome to Feedback Friday! And in case you didn't already know it, Jordan Harbinger (@JordanHarbinger) and Gabriel Mizrahi (@GabeMizrahi) banter and take your comments and questions for Feedback Friday right here every week! If you want us to answer your question, register your feedback, or tell your story on one of our upcoming weekly Feedback Friday episodes, drop us a line at friday@jordanharbinger.com. Now let's dive in! On This Week's Feedback Friday, We Discuss: Whenever you're hit with a double-whammy of physical illness and depression, remember that psychology is, in fact, biology. Metacognition is the key. Your pregnant sister-in-law was a wild child growing up and suffers from addiction. Would adopting her baby disrupt your own family's tranquility? What's the most drama-free way to get your professional contacts on board with the changes you've made since coming out as transgender? [Thanks to Noelle Soncrant, the first visible transgender financial advisor at Northwestern Mutual, for helping us with this one!] You just discovered your wife has a warrant for her arrest after neglecting to pay $173,000 in taxes your co-owned and recently dissolved business owes to the IRS. Now what? [Thanks to bankruptcy attorney Erin Hoskins for giving us some sound advice here!] Your sister left her amazing husband for a man she finds more attractive — but who also exhibits controlling and manipulative behavior. He's pressuring her to have a baby despite her lifelong decision against it. How can you help her realize she's making a huge mistake? How can you mitigate career setbacks while taking time off from work to travel? Have any questions, comments, or stories you'd like to share with us? Drop us a line at friday@jordanharbinger.com! Connect with Jordan on Twitter at @JordanHarbinger and Instagram at @jordanharbinger. Connect with Gabriel on Twitter at @GabeMizrahi and Instagram @gabrielmizrahi. Full show notes and resources can be found here: jordanharbinger.com/980 This Episode Is Brought To You By Our Fine Sponsors: jordanharbinger.com/deals Sign up for Six-Minute Networking — our free networking and relationship...