Podcasts about onedigital

When is it time to move from a training consultant to a full time hire? In this episode, Liz sits down with Heather Ramsey, Director of Client Learning and Development for OneDigital, to discuss just that. In their conversation, they explore when to hire, who to hire, and how to align that hire with the business strategy. Along the way, they define what makes a good trainer and some of the common mistakes they see in hiring for an in-house role. In 2025, we're embarking on a MedDevice Training Journey: From clinical trials to standard of care. Join us all year long as we explore training at each stage of the product life cycle.Need help developing your clinical trial training strategies? Contact us at training@cumbyconsulting.com.Related Resources:Heather Ramsey is the Director of Client Learning and Development for OneDigital Company. She oversees the OneDigital Leadership Coaching Services, Client Learning Development and Strategic Offsite Facilitators.She believes that empowered, engaged leaders and employees will help the organization reach its business objectives faster. She enjoys partnering with client leaders to build a learning and development culture with the client to support their business, increase retention and drive higher employee engagement. She and her team are seasoned professionals in the areas of training and development, leadership coaching, and facilitating leadership and company retreats.With over 20 years of learning and development experience, Heather uses innovative techniques to deepen each learning development program designed, or training class delivered. Virtually or in-person, she is a high-energy facilitator who captures her audiences immediately and keeps them engaged and on target throughout the training or facilitation.As a leadership and team building facilitator, she is an expert with working through difficult situations with ease and grace. As an Executive-level coach she connects with her clients and helps them to find new ways of working to help them be most successful. She infuses these same principles in her team as they work with clients.Heather is a subject matter expert and certified Predictive Index Partner. She is an avid learner and reader of business and leadership books, articles, and seminars. She holds a bachelor's degree from U.C. Davis in Managerial Economics, and a master's degree from Cornell University in Executive Human Resource Management.Here is a link to her website: https://launch.onedigital.com/learning-and-developmentSubscribe to our newsletter to hear more about the journey from clinical trials to standard of care! Click here to subscribe! Connect with us on LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠Heather Ramsey⁠⁠⁠⁠⁠⁠⁠⁠Cumby Consulting⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rachel Medeiros⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Liz Cumby⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠About Cumby Consulting:Cumby Consulting's team of professionals deliver innovative MedTech training services for physicians, sales representatives, teaching faculty, key opinion leaders and clinical development teams. Whether you need a complete training system developed to deliver revenue sooner or a discrete training program for a specific meeting, Cumby Consulting will deliver highly strategic, efficient programs with uncompromising standards of quality.

Your health may well be the most important investment you ever make, and the earlier you start, the better your outcomes are likely to be. In this episode, Ben Felix is joined by Ben Wilson, Portfolio Manager and Head of M&A at PWL Capital, who steps in as today's co-host to unpack why decisions about exercise, nutrition, sleep, and mental well-being matter just as much as financial ones. They draw clear parallels between compounding wealth and compounding health, showing how small, consistent habits can add up to lasting benefits.  Choosing an exercise routine, healthy diet, or financial plan is less about quick fixes and more about finding an evidence-based approach you can stick with over time. Along the way, Ben Felix shares his personal health story with cancer, and the two Bens break down the four pillars of health before reflecting on how relationships and resilience play into long-term happiness. The episode also tackles an essential financial planning topic: the questions every client should ask about their advisor's succession plan. Listen in for a thoughtful conversation that connects the dots between living well and planning wisely! Key Points From This Episode: (0:00:00) An introduction to Ben Wilson and an overview of today's topics. (0:02:01) Breaking down OneDigital's $7 billion recapitalization (and why it's a good thing). (0:08:26) Recapitalizations explained: liquidity, valuations, and continuity. (0:15:08) Introducing the main theme: investing in health like investing in wealth. (0:19:30) An update on Ben Felix's cancer story and the importance of early health checks. (0:21:13) Investing in your lifespan and your healthspan by building healthy habits. (0:29:35) Four pillars of health: exercise, nutrition, sleep, and mental well-being. (0:33:39) Similarities between strength training and saving for retirement: both build reserves. (0:39:34) Debates surrounding nutrition and enduring principles that are broadly agreed on. (0:44:44) The importance of good sleep and how to build good sleep habits. (0:47:46) Why investing in mental health and relationships is so valuable. (0:52:06) The ripple effect: how sleep, nutrition, exercise, and relationships reinforce each other. (0:54:04) Key questions to ask about your financial advisor's succession plan. (01:08:44) After show segment: listener review, west coast meetups, and 2026 meetup plans. Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes —https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X —https://x.com/RationalRemind Rational Reminder on TikTok— www.tiktok.com/@rationalreminder Rational Reminder on YouTube —https://www.youtube.com/channel/ Rational Reminder Email —info@rationalreminder.ca Benjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://pwlcapital.com/our-team/ Cameron on X — https://x.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Ben Wilson on LinkedIn — https://www.linkedin.com/in/ben-wilson/ Books From Today's Episode: Outlive: The Science and Art of Longevity — https://peterattiamd.com/outlive/ The Power of Regret: How Looking Backward Moves Us Forward — https://www.amazon.com/Power-Regret-Looking-Backward-Forward/dp/B098VRLZ2H The Ripple Effect — https://www.amazon.com/Ripple-Effect-Sleep-Better-Think/dp/1443436933 Papers From Today's Episode: ‘Trends in Health Equity in the United States by Race/Ethnicity, Sex, and Income, 1993-2017' — https://jamanetwork.com/journals/jamanetworkopen/fullarticle/2736934 ‘Association of Cardiorespiratory Fitness With Long-term Mortality Among Adults Undergoing Exercise Treadmill Testing' — https://jamanetwork.com/journals/jamanetworkopen/fullarticle/2707428 Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).

Podcast ONE: 26 de septiembre de 2025 Podcast ONE: ¿Qué hacer si tu iPhone se bloquea después de la actualización?. Revisión Sonic Racing: CrossWorlds, Oracle favorecido con la venta de TikTok en EE.UU. Unboxing audífonos Soundpeats H3, Lenovo presenta su nueva línea de Laptops para gamers con IA, Vino Prosecco, Mars First Logistics, realme serie […] El cargo Podcast ONE: 26 de septiembre de 2025 apareció primero en OneDigital.

Podcast ONE: 19 de septiembre de 2025 40 años del sismo de 1985, Revisión Aztec The Last Sun, Entrevista a David Modiano Ezquenazi Country Manager de Net2Phone Mexico, Claws of Awaji, Conoce las funciones ocultas de iOS 26, Eventos geopolíticos, Grito de Independencia 2025, Funciones de IA en Chrome, Ciencia y Astronomía en México está […] El cargo Podcast ONE: 19 de septiembre de 2025 apareció primero en OneDigital.

  Podcast ONE: 12 de septiembre de 2025 Podcast ONE: Nintendo y su polémica patente, Revisión Blackout Football Manager, Crazy Kung Fu, Polarización global, Praxis Tech Solutions, MonchiTime en el 100 aniversario de Grupo Modelo Corona Extra, Inauguración La Cabrera Roma, Nuevos Quesos Alpura, Suspenden 26 redes sociales de Nepal,  Nikon Z R, realme 15T […] El cargo Podcast ONE: 12 de septiembre de 2025 apareció primero en OneDigital.

Podcast ONE: 5 de septiembre de 2025 Podcast ONE: Arranca Septiembre con muchos videojuegos, Opera GX, Revisión DLC Indiana Jones y el Gran Circulo, Hirogami, L'Atitude 52°N Departure Collection: Lentes inteligentes, Cerraduras inteligentes Yale Linus Smart Lock L2 Lite, Johnnie Walker y helados 5% comparten Recetas de Johnnie Twist y Johnnie Lemon, De Monchi Time […] El cargo Podcast ONE: 5 de septiembre de 2025 apareció primero en OneDigital.

What if choosing your asset allocation was as personal as your life story—and as consequential as your retirement? In this episode, we are joined by PWL Capital's Louai Bibi and Ben Wilson for a deep dive into how advisors guide clients through the most important portfolio decision they'll ever make. Louai walks us through the research, psychology, and planning frameworks behind determining the right stock/bond mix, while Ben shares real-world insights from client cases where risk tolerance, pensions, and life events shifted the balance. We explore how Monte Carlo simulations stress-test financial plans, why spouses often disagree on risk, and how pensions act as “bond-like assets” in the bigger picture. Ben Wilson also takes us behind the scenes of PWL's post-OneDigital acquisition journey, revealing why advisors are drawn to join the firm, how succession planning shapes their choices, and why a unified evidence-based philosophy matters in Canada's wealth management landscape. The episode wraps with a fascinating look at surprising stock return outliers—like Build-A-Bear outperforming Nvidia—and what that teaches us about the futility of stock-picking versus the power of diversification. Key Points From This Episode:   (0:01:00) Introducing PWL's Louai Bibi and Ben Wilson—today's topics: asset allocation, advisor succession, and surprising stock return data. (0:03:35) Louai explains the asset allocation decision: balancing stocks vs. bonds and why it's the biggest choice investors make. (0:05:12) Why asset allocation matters: inflation erodes purchasing power, and stocks/bonds help investors keep up or outpace it. (0:06:50) Historical lessons: $1 invested since 1970—outcomes for bonds, balanced portfolios, and 100% equities. (0:08:35) The risks of downturns: 2008 as a case study in how stocks vs. bonds shape losses and recovery times. (0:11:39) Risk tolerance questionnaires: how PWL uses surveys to gauge willingness vs. capacity to take risk. (0:13:45) When spouses disagree on risk tolerance—balancing perspectives and sometimes splitting portfolios. (0:16:42) Risk capacity: pensions, insurance, income stability, and emergency funds all shape asset allocation. (0:20:08) Real client cases: retirees discovering they don't need as much stock exposure, or elderly clients increasing equity later in life. (0:22:47) How often do clients change asset allocations? Rarely—except for life events like retirement. (0:27:10) Why Monte Carlo simulations are essential for stress-testing financial plans beyond straight-line projections. (0:30:20) PWL's “asset allocation email”: summarizing risks, pensions, debt, emergency funds, and personalized tradeoffs. (0:34:02) Pensions as “bond-like assets”—how they increase ability but decrease need to take risk. (0:37:11) Closing thoughts from Louai: think in dollar terms, investing is a marathon, and build confidence gradually. (0:39:32) Education shifts clients' choices: some reduce risk after learning the realities of volatility, others increase equity exposure with context. (0:43:10) Advisor “fixed effects”: research shows the advisor's own perspective strongly shapes client allocations. (0:45:39) Transition to Ben Wilson: what motivates advisors to join PWL post-OneDigital acquisition. (0:47:52) Reputation and content: how Rational Reminder, YouTube, blogs, and Canadian Couch Potato attract advisors. (0:50:34) PWL's unified philosophy: evidence-based, passive investing with a planning-first approach. (0:56:30) Key motivators for advisors: reducing admin burdens, escaping “aggregator” models, and building integrated team structures. (1:00:15) Succession planning: why advisors seek peace of mind for their clients and teams by partnering with PWL. (1:03:04) Ben Felix on why these conversations are exciting and why advisors should reach out early. (1:04:54) After show: Nvidia's insane 70% annualized 5-year return—and why lesser-known names like Build-A-Bear, Celestica, and Dillard's did even better. (1:06:33) Celestica's role in DFA funds and how it helped them keep pace with Shopify-driven indexes. (1:09:25) Why broad diversification captures unexpected winners (Build-A-Bear included) without speculation. (1:10:45) Active advisors pitch “winner-picking”—but history shows how impossible that really is. (1:12:16) Reviews and wrap-up. Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemindRational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Dan Bortolotti — https://pwlcapital.com/our-team/ Dan Bortolotti on LinkedIn — https://ca.linkedin.com/in/dan-bortolotti-8a482310 Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)  

Send us a textThe enterprise technology space is seeing a surge of innovation and strategic moves as vendors double down on AI, automation, and customer-centric solutions. Beroe expanded its procurement suite with the acquisition of nnamu, while Capgemini and NVIDIA, alongside Oracle and NVIDIA, announced new collaborations and integrations to accelerate AI adoption. Deloitte entered the spotlight with the release of its Zora AI Platform, and Hyland reinforced its customer focus by appointing a Chief Customer Officer. In the AI-driven automation arena, Kore.ai introduced the Kore.ai Agent Platform and Pipefy unveiled new AI agents to strengthen process automation. OneDigital launched its Impact Studio Platform to fuel digital engagement, while Precisely enhanced its Automate SAP Data API, and SAP showcased new Joule-powered AI capabilities. Rounding out the updates, SC Codeworks delivered enhancements to its warehouse management system, reflecting the broader trend of continuous improvement across supply chain and enterprise operations.In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds including the direction and roadmaps of each enterprise software vendors. Finally, we analyzed future trends and how they might shape the enterprise software industry.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

Podcast ONE: 29 de agosto de 2025 Podcast ONE: Día del Gamer, Revisión videojuegos, Cámara Sigma BF, Honor 400 Pro, Sandisk presenta la nueva WD_BLACK SN8100 NVMe, Nuevo Gerente en Intel México e impacto en empresas con IA, realme batería de 15000 mAh y Chill Fan Phone, Adobe Summit, F1 Regresa Checo en Cadillac, 1era […] El cargo Podcast ONE: 29 de agosto de 2025 apareció primero en OneDigital.

Podcast ONE: 22 de agosto de 2025 Podcast ONE: Parafrasis, Entrevista a Jaime González Fernández es cofundador y actual líder estratégico de Pickup Coffee, Tiggo 7 PHEV CSH 2026, Roku Streaming Stick Plus, Google Pixel 10 llega a México, Pluxee Gestor de talento, Concurso fotográfico con Leica, IYF ofrece cursos de IA para estudiantes con […] El cargo Podcast ONE: 22 de agosto de 2025 apareció primero en OneDigital.

Podcast ONE: 15 de agosto de 2025 Podcast ONE: Pokemon GO Campeonato Mundial 2025, Revisión de los videojuegos Out and About, Dino Topia, Warhammer 40,000 Dawn of War Definitive Edition, TOAPLAN Arcade Collection Vol 1 & 2, Nova Drift, Lluvias históricas en CDMX, Gana una herramienta antimalware, Geopolítica vs Tecnología, Intel vs Trump, Festival “Chile […] El cargo Podcast ONE: 15 de agosto de 2025 apareció primero en OneDigital.

  Podcast ONE: 8 de agosto de 2025 Revisión Heretic + Hexen, Beat ´Em Up Collection, Llega GPT-5, Amenazas y estafas en farmacias en línea PharmaFraud, Google LangExtract, Samsung Bixby con IA, LG CineBeam S, Motorola Swarosky, Transmitimos por primera vez en IG, Uso de celulares en México #one_digital #PodcastONE Escucha aquí el Podcast ONE: […] El cargo Podcast ONE: 8 de agosto de 2025 apareció primero en OneDigital.

Podcast ONE: 1 de agosto de 2025 Podcast ONE: Revisión Demon Slayer -Kimetsu no Yaiba- The Hinokami Chronicles 2,  OpenAI elimina función que expuso chats privados de ChatGPT, GLM-4.5 modelo de IA de Z.ai, Revisión del HONOR 400 Pro 5G, Nuevas tablets de Lenovo: Lenovo Legion Tab, Yoga Tab Plus e Idea Tab Pro, Día Internacional de […] El cargo Podcast ONE: 1 de agosto de 2025 apareció primero en OneDigital.

  Podcast ONE: 25 de julio de 2025 Podcast ONE: 19 años de ONE Digital y sus 13 Blogs, La evolución de la tecnología del 2006 al 2025, Revisión Kick´n Hell, Kindle Colorsoft, Lego Game Boy, Aspiradoras TP-Link Tapo, Estado del mercado de Streaming en México, La conectividad de internet y telefonía junto a las […] El cargo Podcast ONE: 25 de julio de 2025 apareció primero en OneDigital.

Podcast ONE: 18 de julio de 2025 Podcast ONE: Revisión de los juegos Tony Hawk , ¿Qué hacer cuándo te cachan en la Kiss Cam? (Coldplay concierto en Jumbotron), Los riegos de la IA derechos de autor, Navegador Comet de Perplexity, Lanzamiento smartphone Nothing Phone (3) y Headphone (1), Soporte para monitores Flo, Chiles en […] El cargo Podcast ONE: 18 de julio de 2025 apareció primero en OneDigital.

Podcast ONE: 11 de julio de 2025 Podcast ONE: Entrevista a Ramón Castillo de Forcepoint, Fraudes IA, Brasil y las tarifas de Trump, Grok 4 y los cambios, Los votantes de Trump piden que se regule la IA, Resultados de HotSale 2025, LG OLED 5K2K UltraGear OLED 45GX790A-B, LG Signature Kitchen Suite, Telepeaje en México, Kingston […] El cargo Podcast ONE: 11 de julio de 2025 apareció primero en OneDigital.

Podcast ONE: 4 de julio de 2025 Podcast ONE: Revision Overwatch Temporada 17 y colaboración con G.I. Joe, IA en la educación, Capas de SEO preparadas para IA, Descarga Cognitiva , Cómo proteger tus fotos en Facebook de la IA de Meta, Tescent Hunyuan-A13B: el modelo de IA más eficiente del momento, LG OLED evo […] El cargo Podcast ONE: 4 de julio de 2025 apareció primero en OneDigital.

This conversation between Emma Chalwin, Workday CMO, and John Bruce, VP of People Innovation at OneDigital, explores the transformative role of AI in the future of work. Bruce walks us through how OneDigital uses AI as a collaborative tool that enhances human capabilities rather than replaces them. The discussion underscores the power of AI to free HR professionals and leaders to focus on strategic initiatives, relationship-building, and fostering human potential within the organization.

Podcast ONE: 27 de junio de 2025 Podcast ONE: Revisión Diablo Immortal 4.0.0 , ¿Qué son los tokens isados en la IA?, Chat Pen, Revisión Dustwind Resistance, Klaus Lee, Rebrands Fallidos, ELO Sentinel XR, Revisión: Quantum Witch #Podcastone #one_digital Escucha aquí el Podcast ONE: 27 de junio de 2025 Facebook Live El cargo Podcast ONE: 27 de junio de 2025 apareció primero en OneDigital.

Send us a textAs a founder, it's easy to become the bottleneck your team quietly works around. In this episode, I sit down with Spencer Whalen to explore how he used AI tools to free up over 10 hours a week — not by cutting corners, but by evolving how he leads internally.We talk through the systems, mindset shifts, and intentional decisions that helped Spencer stop micromanaging, increase his team's autonomy, and create more space for strategic thinking — the kind of space most agency owners are starving for. If you've ever felt like the only way to maintain control is to stay involved in every little task, this conversation will challenge that assumption and offer a smarter path forward.Whether you're buried in fulfillment, managing a small team, or scaling toward seven figures, this episode will equip you with practical ideas to simplify operations and lead with clarity — all while keeping your best people empowered and engaged.Connect with Spencer WhalenWant to continue the conversation? You can find Spencer on LinkedIn or read his latest insights on the OneDigital blog. Books MentionedGetting Naked by Patrick LencioniThe Go-Giver by Bob Burg & John David Mann

Podcast ONE: 20 de junio de 2025 Podcast ONE: Diferencias entre IA generativa, agentes de IA e IA agéntica, MediaTek, ChatGPT en WhatsApp, Motorola presenta teclado en Zapoteco, Remesas con Mercado Pago, Cervezas artesanales en Dos Aves, Caps 2 y 3 de Ringana, Basura Digital,  Cuidados del oído y volumen de Audífonos, Revisión de juegos […] El cargo Podcast ONE: 20 de junio de 2025 apareció primero en OneDigital.

Podcast ONE: 13 de junio de 2025 Podcast ONE: Xbox Showcase 2025, Apple WWDC 2025, Revisión Dune Awakening , ¿Qué modelo de LLM debes escoger para tu proyecto?, Geopolítica Irán vs Israel vs Inmigrantes, Revisión Unboxing Bocina LinkBuds Speaker de Sony,  Revisión Audífonos Sennheiser HD 450 SE inalámbricos con cancelación de ruido, Monchi Time prueba […] El cargo Podcast ONE: 13 de junio de 2025 apareció primero en OneDigital.

  Podcast ONE: 6 de junio de 2025 Podcast ONE: Primeras impresiones Darkenstein 3D, Small Spaces, Revisión Paranormal Cleanup, Millesime GNP Weekend en San Miguel de Allende, Festival de Cine OLED en la Cineteca Nacional con LG, Gastos Hormiga Geeks, Cata Maridaje Habanos con Ron en Filomeno, Elon Musk vs Donald Trump, Bing Video Creator, […] El cargo Podcast ONE: 6 de junio de 2025 apareció primero en OneDigital.

Our guest on the podcast today is Ben Felix. Ben is chief investment officer for PWL Capital, a Canadian wealth management firm. He also co-hosts the Rational Reminder podcast and is the host of a YouTube channel that covers finance and investing-related topics. He joined PWL Capital in 2013 after completing a degree in mechanical engineering as well as an MBA. He is a CFA charter holder and a CFP professional. Ben, welcome to The Long View.BackgroundBioPWL CapitalRational Reminder podcastCanadian Market and Home-Country Bias“The Passive vs. Active Fund Monitor,” by Raymond Kerzerho, pwlcapital.com, Winter 2024.“Passive Beats Active Again in 2024,” by James Parkyn, capitaltopics.com, April 30, 2025.“Canadians Reducing Home Bias, Eh? Vanguard Research Finds That Investors Are Increasingly Going Global,” vanguard.ca, June 2024.Rational Reminder Podcast“Episode 169: Prof. John Cochrane: (Modern) Modern Portfolio Theory,” Rational Reminder Podcast, Sept. 30, 2021.“Understanding Crypto 14: Prof. John Cochrane: Money, (Fiscal) Inflation, and Political Freedom,” Rational Reminder Podcast, Sept. 2, 2022.“Episode 284: Prof. Scott Cederburg: Challenging the Status Quo on Lifecycle Asset Allocation,” Rational Reminder Podcast, Dec. 21, 2023.“Episode 350: Scott Cederburg: A Critical Assessment of Lifecycle Investment Advice,” Rational Reminder Podcast, March 27, 2025.“Episode 316: Andrew Chen: ‘Is Everything I Was Taught About Cross-Sectional Asset Pricing Wrong?!'” Rational Reminder Podcast, Aug. 1, 2024.“Episode 102: Dr. Brian Portnoy: Underwriting a Meaningful Life,” Rational Reminder Podcast, June 11, 2020.“Episode 171: Prof. Campbell R. Harvey: The Past and Future of Finance,” Rational Reminder Podcast, Oct. 14, 2021.Other“The Misguided Beliefs of Financial Advisors,” by Juhani T. Linnainmaa, Brian Melzer, and Alessandro Previtero, Journal of Finance, March 22, 2021.Rational Reminder Community“OneDigital Expands Into Canada With Investment in PWL Capital, Expanding Wealth Management Services Across Borders,” OneDigital.com, Jan. 23, 2025.“Beyond the Status Quo: A Critical Assessment of Lifecycle Investment Advice,” by Scott Cederburg, Aizhan Anarkulova, and Michael S. O'Doherty, papers.ssrn.com, March 5, 2025.The Fiscal Theory of the Price Level, by John Cochrane

Podcast ONE: 30 de mayo de 2025 Podcast ONE: Elección judicial en México, Revisión  Blades of Fire, 10 consejos para celebrar 10 años de Google Fotos, Section 13, AIMX 25 años, HOT SALE 2025, Popucom, Wrap House Simulator, Aprende a usar Google Veo 2, Hello Stranger, El futuro de la IA y el trabajo, Claude […] El cargo Podcast ONE: 30 de mayo de 2025 apareció primero en OneDigital.

Podcast ONE: 23 de mayo de 2025 Google I/O 2025, Claude 4 Revisión de los videojuego Onimusha 2 Samurai's Destiny, Overwatch 2 x Street Fighter 6, Maestro VR, Warhammer 40,000 Speed Freeks, Survivalist: Invisible Strain, SEDAP! A Culinary Adventure, Google Whisk #one_digital #PodcastONE Escucha aquí el Podcast ONE: 23 de mayo de 2025 Facebook Live El cargo Podcast ONE: 23 de mayo de 2025 apareció primero en OneDigital.

Cameron joins Ben for his first AMA as we bring you the sixth edition of our Listener Questions and Investing Lessons mini-series. Diving right in, Ben and Cameron share their stance on the multi-host format of the Rational Reminder podcast before walking us through the new PWL Retirement Planning Tool. Then, we unpack our venture with OneDigital, recent changes at PWL Capital, how we make each episode of this show, and how we allocate our time across podcast and business responsibilities. We also examine our protocol regarding guests, why Cameron and Ben would never gamble with their own money, how the human condition prevents the full comprehension of investing as a principle, and smart money moves to make under current market conditions. To end, we discuss the effects of a capital gains tax increase, common mistakes to avoid in managing personal finances, programs and technologies for financial advisors, and the After Show, which ends with an important discussion on testicular cancer.          Key Points From This Episode:   (0:00:00) How Ben and Cameron feel about the multi-host format of this podcast. (0:01:12) The new PWL Retirement Planning Tool, developed by Braden Warwick.  (0:03:13) Joining OneDigital and other PWL changes from the past four months.  (0:09:05) Behind the scenes: Making a Rational Reminder podcast episode. (0:12:38) Allocating time for research, preparation, creating content, and business. (0:17:27) How guests inform our approach to research and preparation.  (0:19:29) The reasons why we're not risk-averse but have no appetite for gambling. (0:24:26) Why investing has been largely solved, except for the human aspect.  (0:30:13) The most “rational” investing practices under current market conditions.  (0:34:25) How to approach a capital gains tax increase, and why banks do what they do. (0:38:03) The most costly mistakes when it comes to managing personal finances. (0:40:12) Why we don't offer advice-only planning for DIY investors. (0:44:07) Financial app tips and tricks and programs and technologies to be aware of.  (0:48:23) The After Show: Alternate personalities, noise filtering, and testicular cancer.     Links From Today's Episode: Meet with PWL Capital — https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemindRational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://pwlcapital.com/our-team/ Cameron on X — https://x.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Braden Warwick on LinkedIn — https://www.linkedin.com/in/braden-warwick-a40b48a3  PWL Capital Retirement Planning Tool — https://research-tools.pwlcapital.com/research/retirement  OneDigital — https://www.onedigital.com/   Episode 341: PWL's Next Chapter — https://rationalreminder.ca/podcast/341  Episode 355: Do Index Funds Incur Adverse Selection Costs? — https://rationalreminder.ca/podcast/355   Episode 200: Prof. Eugene Fama — https://rationalreminder.ca/podcast/200  Episode 100: Prof. Kenneth French: Expect the Unexpected — https://rationalreminder.ca/podcast/100  Episode 93: Cliff Asness from AQR: The Impact of Stories, Behaviour and Risk — https://rationalreminder.ca/podcast/93  Episode 270: What Happened to All the Billionaires? with Victor Haghani and James White — https://rationalreminder.ca/podcast/270   Episode 11: Robb Engen: Simple vs. Complex — https://rationalreminder.ca/podcast/11  Episode 203: S*** (Misguided) Financial Advisors Say — https://rationalreminder.ca/podcast/203  The Money Scope Podcast — https://moneyscope.ca/   Financial Advisor Success Ep 433: When You 10X Your Advisory Firm to over $20M of Revenue…And Want to 10X Again, with Cameron Passmore — https://www.kitces.com/blog/cameron-passmore-pwl-capital-10x-revenue-growth-advisory-firm/  The Podcast Consultant — https://thepodcastconsultant.com/    The Long View — https://www.morningstar.com/podcasts/the-long-view   Eli Beracha on LinkedIn — https://www.linkedin.com/in/eli-beracha-b8082250/   CIBC Mutual Funds — https://www.cibc.com/en/personal-banking/investments/mutual-funds.html  Microsoft Excel — https://www.microsoft.com/microsoft-365/excel  Python — https://www.python.org/  Monte Carlo — https://www.montecarlodata.com/  ChatGPT — https://chatgpt.com/    Papers From Today's Episode:    ‘The Arithmetic of Active Management' — https://www.jstor.org/stable/4479386  ‘Lifetime Portfolio Selection under Uncertainty: The Continuous-Time Case' — https://www.jstor.org/stable/1926560    

  Podcast ONE: 9 de mayo de 2025 Podcast ONE: Habemus PAPAM León XIV, Entrevista a Marcos Grilanda VP y Gerente General Databricks, El caos provocado por la despedida de Skype,  Open banking, Tendencias de Pago, Roku cumple 10 años en México, SurFlex Free Online Screen Recorder, MobiKin Transfer for Mobile, Usa la IA para […] El cargo Podcast ONE: 9 de mayo de 2025 apareció primero en OneDigital.

Podcast ONE: 2 de mayo de 2025 Podcast ONE: gamescom latam 2025, Juegos gratis de Star Wars en Amazon Prime Gaming, (MonchiTime) Experiencia culinaria en el Hotel Condesa DF del chef del Hotel Terrestre, Mio Restaurante presenta Menú del Día de las Madres, Día de la Contraseña, Google World Wide Wood, Revisiones de realme Buds […] El cargo Podcast ONE: 2 de mayo de 2025 apareció primero en OneDigital.

Marco Sammon joins Ben and Dan to unpack his latest paper, ‘Index Rebalancing and Stock Market Composition', beginning with how Marco's work (co-written by John Shim) compares to the Nobel Prize-winner Bill Sharpe's paper, ‘Arithmetic of Active Management.' We investigate the missing links in Sharpe's logic before defining “the market” and ascertaining the main objectives of index funds. Then, we dive deeper into the mechanics of Marco's paper, index and market tracking errors, why delayed rebalancing is more beneficial than instant rebalancing, and the role of technology in the modern tracking error obsession. We also assess the passive-active spectrum of index funds in portfolio management and learn how investors should choose their optimal excess return. To end, Marco shares practical applications for improving performance benchmarked against traditional indexes, and The Aftershow is all about bridging the gap between PWL Capital and you, our listeners. Key Points From This Episode:   (0:00:00) Key takeaways from Marco Sammon's latest paper and how it compares to Bill Sharpe's ‘Arithmetic of Active Management.' (0:08:10) Marco describes what's missing from the ‘Arithmetic of Active Management' logic. (0:09:11) Defining ‘the market', the main objective of an index fund, and how index funds track the market. (0:15:57) The mechanics of Marco's paper, ‘Index Rebalancing and Stock Market Composition.' (0:18:38) Factor exposure, index and market tracking errors, and how often index funds trade. (0:26:28) Rebalancing less frequently; why delayed does better than instant rebalancing. (0:31:59) The tech run-up and lazy rebalancing, and the modern tracking error obsession.  (0:36:51) Assessing the passive-active spectrum of index funds in portfolio management. (0:41:02) Exploring how investors should decide on their optimal excess return.  (0:45:14) How the rising index fund ownership of stocks impacts the implicit cost of indexing (0:46:58) Practical ways to improve performance benchmarked against traditional indexes. (0:52:30) The Aftershow: Canadian finances, more airtime for Cameron, and PWL – OneDigital.    Links From Today's Episode: Meet with PWL Capital — https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemindRational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Dan Bortolotti on LinkedIn — https://www.linkedin.com/in/dan-bortolotti-8a482310/ Episode 322: Prof. Marco Sammon: How are Passive Investors Affecting the Stock Market? — https://rationalreminder.ca/podcast/322 Episode 200: Prof. Eugene Fama — https://rationalreminder.ca/podcast/200  Episode 268: Itzhak Ben-David: ETFs, Investor Behavior, and Hedge Fund Fees — https://rationalreminder.ca/podcast/268  Episode 112: Michael Kitces: Retirement Research and the Business of Financial Advice — https://rationalreminder.ca/podcast/112  Marco Sammon — https://marcosammon.com/  Marco Sammon on LinkedIn — https://www.linkedin.com/in/marco-sammon-b3b81456/  Marco Sammon on X — https://x.com/mcsammon19  Marco Sammon | Harvard Business School — https://www.hbs.edu/faculty/Pages/profile.aspx?facId=1326895  Marco Sammon Email — mcsammon@gmail.com  John Shim on LinkedIn — https://www.linkedin.com/in/john-shim-2931271b/  Vanguard — https://global.vanguard.com/  Sheridan Titman on LinkedIn — https://www.linkedin.com/in/sheridan-titman-226b0811/  Alex Chinko — https://alexchinco.com/  Erik Stafford | Harvard Business School — https://www.hbs.edu/faculty/Pages/profile.aspx?facId=6625  Itzhak (Zahi) Ben-David on LinkedIn — https://www.linkedin.com/in/ibendavi/  Bill Ackman on X — https://x.com/billackman   ‘Millennium Loses $900 Million on Strategy Roiled by Market Chaos' — https://www.bloomberg.com/news/articles/2025-03-08/millennium-loses-900-million-on-strategy-roiled-by-market-chaos   Bogleheads — https://www.bogleheads.org/   The Money Scope Podcast Episode 8: Canadian Investment Accounts — https://moneyscope.ca/2024/03/01/episode-8-canadian-investment-accounts/  The Wealthy Barber Podcast — https://thewealthybarber.com/podcast/   Financial Advisor Success Podcast — https://www.kitces.com/blog/category/21-financial-advisor-success-podcast/  Financial Advisor Success Podcast Episode 433: When You 10X Your Advisory Firm To Over $20M Of Revenue…And Want To 10X Again, With Cameron Passmore — https://www.kitces.com/blog/cameron-passmore-pwl-capital-10x-revenue-growth-advisory-firm/   OneDigital — https://www.onedigital.com/  The Longview Podcast: Ben Felix   Papers From Today's Episode:    ‘The Arithmetic of Active Management' — https://www.jstor.org/stable/4479386    ‘Index Rebalancing and Stock Market Composition: Do Index Funds Incur Adverse Selection Costs?' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=5080459     ‘Luck versus Skill in the Cross-Section of Mutual Fund Returns' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1356021    ‘The Passive-Ownership Share Is Double What You Think It Is' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4188052    ‘Long-Term Returns on the Original S&P 500 Companies' — https://www.researchgate.net/publication/247884354_Long-Term_Returns_on_the_Original_SP_500_Companies     ‘The Price of Immediacy' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1001762   ‘Competition for Attention in the ETF Space' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3765063    ‘Passive in Name Only: Delegated Management and “Index” Investing' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3244991      Jeremy Stein — “Unanchored” Strategy

Podcast ONE: 25 de abril de 2025 Podcast ONE: 25 de abril de 2025 Podcast ONE: Adiós al Papa Francisco, Revisión de gadgets, Ezviz H9C, Honor X8C, realme Buds Air7 y realme 14 Pro, Cambios en las leyes de telecomunicaciones en México, YouTube cumple 20 años, Revisión de los juegos The Elder Scroll IV Oblivion […] El cargo Podcast ONE: 25 de abril de 2025 apareció primero en OneDigital.

Want to learn the secrets to business success from company owners who are not only surviving but thriving in this difficult economy? Then join award-winning entrepreneur Mike Bosma and his guests as they provide you with the insight and expertise you need to start a new business or to take your company to a whole new level. In between jobs? Why work for the boss when you can be the boss? With Bosma On Business you can be in conversation with the area’s top corporate executives, community leaders and movers and shakers. The show is the ultimate business networking event and entrepreneurial incubator wrapped up in one and it’s brought to you live weekly over the airwaves and through the Internet. You’ll tap into a wealth of wisdom from top experts in the fields of accounting, marketing, sales, information technology, business law, human resources, corporate real estate, banking and so much more. If you’re doing business in Northern Nevada or have the entrepreneurial itch, then plan on joining us on News Talk 780 KOH every Saturday morning at 10 a.m. With Mike Bosma, the Pied Piper of entrepreneurial excellence leading the way, we’re Getting Northern Nevada…Back to Business.See omnystudio.com/listener for privacy information.

In this episode, Nonprofit HR team members Samanatha Justice Kelley, Managing Director, Outsourcing, and Shaneka L. Stanley, Team Leader & Senior Consultant, Outsourcing, join Dr. Nana Atokatha Ashmond Brew, Managing Director for Marketing & Strategic Communication for conversation about the power of customized talent management support. Get exclusive insights into how Nonprofit HR creates seamless client experiences, advice for how to support trust and relationship building, and how to know if HR outsourcing is right for your organization.  In this episode, you'll hear: How talent management has evolved to prioritize human-centered approaches The unique value of external HR expertise for social impact organizations Why relationship-building is essential in effective talent management Tips for building trust by listening and understanding How to see AI as a tool for collaborative growth Benefits of integrated services and having experts readily available How Nonprofit HR fosters seamless experiences through agility and shared learning About Samantha Samantha Justice Kelley, ACC, CPCC, SHRM-SCP, SPHR, joined Nonprofit HR's Outsourcing practice in 2013, bringing with her several years' HR generalist experience across various industries. Building upon those years, Samantha is now the practice area's Managing Director, serving as a creative thought partner in her consulting approach, advising her clients through labor law compliance; workforce planning; employee relations; recruiting and onboarding strategies; benefits and compensation equity; and employee performance and development. She also guides her consultant team through client engagements and with their professional development. Learn more about Samantha.  About Shaneka Shaneka L. Stanley, MA, MS, SHRM-SCP, PHR, engages with leaders of organizations across the country as a Team Leader and Senior Consultant within the firm's HR Outsourcing practice. She brings more than 20 years of experience in human resources with a wide range of nonprofit entities including social services, foundations, associations and higher education. Shaneka is a dynamic leader and genuine influencer who promotes continuous improvement by employing a flexible problem-solving approach that balances business goals with employee needs. Learn more about Shaneka. About The Switch Podcast The Switch offers access to talent management knowledge presented by our expert consultants, media partners, and guests from across the social impact sector. For over 25 years, Nonprofit HR, powered by OneDigital, has produced content that illuminates critical, timely and insightful knowledge for leaders of social impact organizations. Insights from this podcast shine light on the full talent management lifecycle, from employee attraction to organizational culture, engagement, performance management and retention. Learn more by  visiting www.nonprofithr.com  

PWL Capital is undergoing an exciting change that will help the company bring a greater positive impact to the Canadian Wealth Management space and serve more clients effectively. In this episode, Ben Felix and Cameron Passmore welcome Mike Sullivan, co-founder of OneDigital, to share the inside story behind PWL Capital's recent decision to join forces with OneDigital. With nearly 25 years of experience in growth through acquisitions, Mike explains how their unique culture and strategic vision led to this exciting collaboration. We discuss Mike's role in driving OneDigital's expansion and how the company's values align with PWL's mission to offer low-cost, client-centric, systematic investing. He provides insights into why this partnership represents more than just a business transaction by amplifying a shared vision for Canadian investors. Our conversation also delves into the dynamics of mergers and acquisitions and examines the importance of culture and purpose in making these critical decisions. Today's episode offers a rare inside look at an M&A transaction with key players that many listeners will already be well-acquainted with. Tune in now to hear it all!   Key Points From This Episode:   (0:00:16) Details on PWL Capital's decision to partner with OneDigital. (0:14:31) An introduction to co-founder Mike Sullivan and OneDigital. (0:16:38) How Mike knows when an acquisition will be a good fit. (0:19:13) The opportunities for building a different kind of wealth management firm in Canada. (0:21:14) What attracted Mike to PWL as a potential OneDigital partner. (0:34:05) Mike's insights on applying what's worked to the Canadian marketplace. (0:36:14) How being part of OneDigital will make PWL better. (0:37:59) Mike and his co-founder Adam Bruckman's objectives for OneDigital. (0:40:20) Why you shouldn't expect changes to PWL's service offerings or teams. (0:45:02) How being part of OneDigital will help PWL assist other like-minded advisors. (0:46:36) The typical advisor profile that PWL/OneDigital Canada would like to attract. (0:53:15) Reflections on our hopes and goals: what we are looking forward to at PWL. (0:57:45) Mike's definition of success, plus Cam and Ben's answer to the success question!   Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemindRational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://pwlcapital.com/our-team/ Cameron on X — https://x.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Mark McGrath on LinkedIn — https://www.linkedin.com/in/markmcgrathcfp/ Mark McGrath on X — https://x.com/MarkMcGrathCFP Mike Sullivan on LinkedIn — https://www.linkedin.com/in/mikesullivanatdigital/ OneDigital — https://www.onedigital.com/

In this mini In Case You Missed It (ICYMI) episode of I Hear Design, we revisit an article titled, "OneDigital Unveils New Tech-Forward HQ, Designed to Elevate Work-Life and Collaboration," published on the i+s website on August 28, 2024. Designed by Hendrick, discover how this new corporate hub blends cutting-edge technology with a people-first ethos, reflecting OneDigital's evolution as a leader in insurance, financial services, and HR solutions.  

Justin delves into the critical importance of focusing on value growth for business owners. Using relatable anecdotes and practical insights, Justin explains why value growth should be the primary focus and how it can drastically affect the future of a business. He breaks down the concept of intrinsic value, the value gap, and offers actionable strategies to increase the value of a company. Learn more about The Value Growth Academy: https://thevaluegrowthacademy.com/learn-more Advertiser Disclosure: Investment advice offered through OneDigital Investment Advisors LLC, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.

In this episode, Justin sits down with Ali Nasser, a passionate entrepreneur and wealth management expert, to explore his incredible journey and the valuable lessons he's learned along the way. Ali shares his insights on building a scalable business, the importance of focusing on your strengths, and the challenges of managing a team. He also discusses his unique IP system for business owners and his book, "The Business Owner's Dilemma." Don't miss this inspiring conversation!  Thank you for joining us today. We hope you found encouragement, inspiration, and valuable insights as you pursue your vision and dreams. The greatest appreciation we could receive is if you share this episode with a fellow business owner. Remember, The Justin Goodbread Show is a Financially Simple production, meant for educational and entertainment purposes. For personalized advice, please consult your professional advisors. Advertiser Disclosure: Investment advice offered through OneDigital Investment Advisors LLC, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.

With over 25 years of experience in the retirement plan industry, Jania Stout is a passionate and knowledgeable fiduciary leader who helps employers with fiduciary governance but with a dual focus on helping their employees achieve their financial wellness goals. As the Senior Vice President and Co-Founder of Fiduciary Plan Advisors, a OneDigital company, Jania provides comprehensive and customized solutions for plan design, investment monitoring, ERISA compliance, fee benchmarking, and total well-being strategies.Jania holds the Certified Plan Fiduciary Advisor (CPFA) and Certified Behavioral Finance Analyst (CBFA) credentials, which demonstrate her commitment to excellence and innovation in her field. She also serves as an Advisory Board Member at The CFO Leadership Council, where she shares her insights and best practices with other finance professionals. She has served as a Past President of NAPA (National Association of Plan Advisors), providing leadership to the Plan Advisory industry that she has spent the past few decades working in. Additionally, Jania is a keynote speaker and writer who enjoys educating and engaging audiences on topics such as fiduciary governance, employee engagement, and behavioral finance. Her mission is to help working America feel less stressed and be happy.In this episode, Eric and Jania discuss:Enhancing retirement transitionsDiligently evaluating retirement income solutionsPrioritizing ongoing education Using wholesaler expertise for client guidance on retirement income solutionsKey Takeaways:The purpose behind educating retirement plan committee members and advisors is to improve participant outcomes when it's time to transition from accumulating savings to spending them down responsibly—a crucial phase that should be diligently planned for.Committee members should thoroughly evaluate the retirement income solutions at their disposal. They must scrutinize their options and should, over time, demand open architecture of these solutions in 401(k) plans to promote the best practices in our business.Advisors and committee members can cultivate self-improvement by making time to delve into networking, cultivate in-depth comparison methods, and stay abreast of the latest industry trends. Investment committee members can leverage wholesaler expertise to supplement their learning and services, ensuring that financial advisors provide their clients with the best possible guidance without feeling the pressure to master every detail themselves.“We need your commitment as a committee to open your eyes and evaluate solutions and not just go with whatever the record keepers offer you.” - Jania StoutConnect with Jania Stout:LinkedIn: https://www.linkedin.com/in/401kconsultant/ Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and is provided solely for educational and informational purposes.It is not intended to provide a specific recommendation of any type of product or service discussed in this presentation or to provide any warranties, financial advice or legal advice.The specific facts and circumstance of all qualified plans can vary and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan specific circumstances.

In this episode we delve into the heart of scaling your business with five proven marketing strategies for 2024. Justin shares his 30 years of experience and insights on how to conduct a competitive analysis, define your brand, conduct thorough market research, set clear marketing goals, and understand your client avatar. These strategies are essential for any business owner looking to scale and differentiate their business in a competitive market.  Thank you for joining us today. We hope you found encouragement, inspiration, and valuable insights as you pursue your vision and dreams. The greatest appreciation we could receive is if you share this episode with a fellow business owner. Remember, The Justin Goodbread Show is a Financially Simple production, meant for educational and entertainment purposes. For personalized advice, please consult your professional advisors. Advertiser Disclosure: Investment advice offered through OneDigital Investment Advisors LLC, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.

We sit down with Ryan McCaslan, an expert in quality of earnings, to discuss how to prove your business's value and prepare for a successful exit. Ryan shares invaluable insights on normalizing financial statements, common pitfalls to avoid, and best practices for increasing your company's worth. Whether you're planning to sell soon or just want to build value, this episode is packed with actionable advice you can't afford to miss.  Thank you for joining us today. We hope you found encouragement, inspiration, and valuable insights as you pursue your vision and dreams. The greatest appreciation we could receive is if you share this episode with a fellow business owner. Remember, The Justin Goodbread Show is a Financially Simple production, meant for educational and entertainment purposes. For personalized advice, please consult your professional advisors. Advertiser Disclosure: Investment advice offered through OneDigital Investment Advisors LLC, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.

In this episode, Justin Goodbread shares ten essential habits for business success that he has developed over his 30-year career. Learn how goal setting, continuous learning, customer focus, personal financial constraint, time management, encouragement, leadership, networking, health and wellness, and resilience can transform your business and personal life. Thank you for joining us today. We hope you found encouragement, inspiration, and valuable insights as you pursue your vision and dreams. The greatest appreciation we could receive is if you share this episode with a fellow business owner. Remember, The Justin Goodbread Show is a Financially Simple production, meant for educational and entertainment purposes. For personalized advice, please consult your professional advisors. Advertiser Disclosure: Investment advice offered through OneDigital Investment Advisors LLC, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.

In this episode, we dive into the journey of John Rogers, a successful dentist and business owner from East Tennessee. John shares his inspiring story of taking over his father's dental practice, the challenges he faced, and the strategies he employed to build a thriving business. From dealing with family dynamics to finding the right mentors and coaches, John offers valuable insights for business owners at all stages. Join us as we explore the importance of passion, the power of mentorship, and the critical decisions that can shape your business's future. Thank you for joining us today. We hope you found encouragement, inspiration, and valuable insights as you pursue your vision and dreams. The greatest appreciation we could receive is if you share this episode with a fellow business owner. Remember, The Justin Goodbread Show is a Financially Simple production, meant for educational and entertainment purposes. For personalized advice, please consult your professional advisors. Advertiser Disclosure: Investment advice offered through OneDigital Investment Advisors LLC, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.

Learn some of the specifics of Annalee's advice. Take, for example, a driving plan. What if mom and dad cannot drive anymore? Are they even safe to drive? Learn about some of the things to do to make a home senior safe. Learn about technologies that can help our elderly loved ones. Learn about ways to keep our bodies and brains healthy. Also hear some real-life stories of things gone wrong.The Expert Network Team consists of Karl Frank CFP®, financial planner at A&I Wealth Management, Nathan Merrill, attorney at Goodspeed and Merrill, and Jeff Krommendyk, managing principal at OneDigital insurance.Expert Network team provides free consultations. Just mention that you listened to the podcast.Today's guest:Annlee Kruger1-800-741-0302WeCare@CareRightInc.comhttps://www.linkedin.com/in/annaleekrugerwww.carerightinc.comFacebook: @carerightincorp https://www.facebook.com/carerightincorpInstagram: @carerightinc https://www.instagram.com/carerightinc/LinkedIn: @care-right-inc https://www.linkedin.com/company/care-right-inc/YouTube: @caregivercrisis  https://www.youtube.com/@caregivercrisis Expert Network team provides free consultations. Just mention that you listened to the podcast. Nathan Merrill, attorneyWorking with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservationGoodspeed, Merrill(720) 473-7644nmerrill@goodspeedmerrill.comwww.goodspeedmerrill.com Jeff Krommendyk, Insurance ExpertWorking with business owners and successful families in transferring riskOne Digital Insurance Agency(303) 730-2327jeff.krommendyk@onedigital.com Karl FrankFinancial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxedCERTIFIED FINANCIAL PLANNER™A&I Wealth Management(303) 690.5070karl@assetsandincome.com

Are you unknowingly sabotaging your business success? This week's podcast episode is a wake-up call for every entrepreneur. Join Justin Goodbread as he exposes the ten costly lies he believed as a business owner—misconceptions that led to a staggering financial loss. From the dangers of going it alone to the underestimated power of marketing, this episode is packed with eye-opening insights and actionable advice. Don't let these common lies hinder your growth. Thank you for joining us today. We hope you found encouragement, inspiration, and valuable insights as you pursue your vision and dreams. The greatest appreciation we could receive is if you share this episode with a fellow business owner. Remember, The Justin Goodbread Show is a Financially Simple production, meant for educational and entertainment purposes. For personalized advice, please consult your professional advisors. Advertiser Disclosure: Investment advice offered through OneDigital Investment Advisors LLC, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.

Nathan Merrill, Karl Frank CFP®The majority of families who hire Annalee or one of her team members are in crisis. Their loved one, an elder, has had a decline in health and they are not ready. The communication between family members is struggling. And all of us, at some point in time, will not be able to speak up for ourselves when we need to. So it is good to find a guide, and this podcast provides some practical ways to choose one.The Expert Network Team consists of Karl Frank CFP®, financial planner at A&I Wealth Management, Nathan Merrill, attorney at Goodspeed and Merrill, and Jeff Krommendyk, managing principal at OneDigital insurance.Expert Network team provides free consultations. Just mention that you listened to the podcast. Today's guest:Annlee Kruger1-800-741-0302https://www.linkedin.com/in/annaleekrugerwecare@carerightinc.comwww.carerightinc.comFacebook: @carerightincorp https://www.facebook.com/carerightincorpInstagram: @carerightinc https://www.instagram.com/carerightinc/LinkedIn: @care-right-inc https://www.linkedin.com/company/care-right-inc/YouTube: @caregivercrisis  https://www.youtube.com/@caregivercrisis  Expert Network team provides free consultations. Just mention that you listened to the podcast. Nathan Merrill, attorneyWorking with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservationGoodspeed, Merrill(720) 473-7644nmerrill@goodspeedmerrill.comwww.goodspeedmerrill.com Jeff Krommendyk, Insurance ExpertWorking with business owners and successful families in transferring riskOne Digital Insurance Agency(303) 730-2327jeff.krommendyk@onedigital.com Karl FrankFinancial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxedCERTIFIED FINANCIAL PLANNER™A&I Wealth Management(303) 690.5070karl@assetsandincome.com

Discover the five game-changing lessons that propelled Justin Goodbread to deca-millionaire status in our latest episode. From obsessing over customer value to mastering financial discipline and building a strong team, these insights are crucial for anyone looking to scale their business. Plus, learn why focusing on value over profits can make all the difference. Don't miss out on these valuable strategies – tune in now to elevate your entrepreneurial journey! Thank you for joining us today. We hope you found encouragement, inspiration, and valuable insights as you pursue your vision and dreams. The greatest appreciation we could receive is if you share this episode with a fellow business owner. Remember, The Justin Goodbread Show is a Financially Simple production, meant for educational and entertainment purposes. For personalized advice, please consult your professional advisors. Advertiser Disclosure: Investment advice offered through OneDigital Investment Advisors LLC, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.

Learn enough details about the CTA so that you can take action. Learn about the exceptions to the Corporate Transparency Act, and see if you can avoid completing the requirements. Learn about the affected people, called company applicants. Learn about company applicants, learn about how one complies–the application process. Learn about risk management considerations, and put it all in perspective and make it real.The Expert Network Team consists of Karl Frank CFP®, financial planner at A&I Wealth Management, Nathan Merrill, attorney at Goodspeed and Merrill, and Jeff Krommendyk, managing principal at OneDigital insurance. Expert Network team provides free consultations. Just mention that you listened to the podcast. Nathan Merrill, attorneyWorking with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservationGoodspeed, Merrill(720) 473-7644nmerrill@goodspeedmerrill.comwww.goodspeedmerrill.com Jeff Krommendyk, Insurance ExpertWorking with business owners and successful families in transferring riskOne Digital Insurance Agency(303) 730-2327jeff.krommendyk@onedigital.com Karl FrankFinancial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxedCERTIFIED FINANCIAL PLANNER™A&I Wealth Management(303) 690.5070karl@assetsandincome.com

Are you feeling the strain of disengaged employees? You're not alone. Join Justin as he tackles the number one frustration for business owners head-on, diving deep into the art of aligning your team's aspirations with your company's vision. Discover how to turn employee engagement from a challenge into your greatest asset. Thank you for joining us today. We hope you found encouragement, inspiration, and valuable insights as you pursue your vision and dreams. The greatest appreciation we could receive is if you share this episode with a fellow business owner. Remember, The Justin Goodbread Show is a Financially Simple production, meant for educational and entertainment purposes. For personalized advice, please consult your professional advisors. Advertiser Disclosure: Investment advice offered through OneDigital Investment Advisors LLC, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.

Sweeping new laws affect every business owner of nearly every size business in the USA. Nathan and Karl interview Charlston “Chase” DeGrood, an attorney at Goodspeed and Merrill, about the CTA: Corporate Transparency Act. All of us have to give up a lot of privacy and keep our information up to date or we face stiff fines. In a new Federal government database, the Feds are collecting ownership of companies, holding companies, and other legal entities, even if they have no financial affect. Even the person doing the work, regardless of their position in the company, must provide personal private information to complete the filing. Learn about your requirements, the risks you face and some ways to stay compliant in the first of two podcasts.The Expert Network Team consists of Karl Frank CFP®, financial planner at A&I Wealth Management, Nathan Merrill, attorney at Goodspeed and Merrill, and Jeff Krommendyk, managing principal at OneDigital insurance.Expert Network team provides free consultations. Just mention that you listened to the podcast. 

Have you ever wondered why some entrepreneurs seem to effortlessly achieve their dreams while others struggle to make progress? The answer, as it turns out, might be simpler than you think. In the latest episode of the Justin Goodbread show, we delve into the power of one small but mighty word: goals. Thank you for joining us today. We hope you found encouragement, inspiration, and valuable insights as you pursue your vision and dreams. The greatest appreciation we could receive is if you share this episode with a fellow business owner. Remember, The Justin Goodbread Show is a Financially Simple production, meant for educational and entertainment purposes. For personalized advice, please consult your professional advisors. Advertiser Disclosure: Investment advice offered through OneDigital Investment Advisors LLC, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.