Podcasts about 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.

Podcast ONE: 11 de abril de 2025 Guerra arancelaria, Revisión de videojuegos Drug Dealer Simulator, The Unholy Priest, Soundcloud en México, realme 14 Pro y Buds Air 7, IBM Z17, Oracle CloudWorld Tour Mexico City, Querétaro, Tajín, Dia Internacional del Helado,  Ilios Comida Griega, Cobalt Tools, Canva Visual Suite 2.0, ChatGPT para encontrar empleo, #one_digital […] El cargo Podcast ONE: 11 de abril de 2025 apareció primero en OneDigital.

Podcast ONE: 4 de abril de 2025 Revisión de los videojuegos Only Way is Down y Myriam The Polluted Land, El caso Total Play, Nintendo Switch 2, Nuevos audífonos inalámbricos WF-C710N de Sony, Sonos: The Sound of Space, Nueva Nikon Z 5II , Java 24, Facturación electrónica con ESTELA, Cómo crear tus imágenes estilo Studio […] El cargo Podcast ONE: 4 de abril de 2025 apareció primero en OneDigital.

Podcast ONE: 28 de marzo de 2025 Podcast ONE: Revision de videojuegos, ChatGPT 40  ahora puede generar imágenes de forma más sencilla.Transformers Bumblebee G1 Flagship Series Auto-Converting Robot by Robosen #one_digital #PodcastONE Escucha aquí el Podcast ONE: 28 de marzo de 2025   El cargo Podcast ONE: 28 de marzo de 2025 apareció primero en OneDigital.

Podcast ONE: 21 de marzo de 2025 Podcast ONE: Revisión Assassin´s Creed Shadows, Pet Hotel, Urban Jungle, F1, Chocolates Nestlé ChocoTrío, Regresan los astronautas de la NASA, Google AI Studio, ¿Cómo humanizar texto generado por IA?, Presentamos la Ezviz Smart Home Camera H9c, Regresa la Fórmula 1 sin Checo Pérez, Nuevos gadgets de seguridad, Lanzamiento […] El cargo Podcast ONE: 21 de marzo 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.

Podcast ONE: 28 de febrero de 2025 Podcast ONE: Carnaval 2025, Adiós Skype. Revisión de los videojuegos BrokenLore LOW y Basketball VR, Amazon Alexa Plus, ¿Qué hacer si te roban el celular?, Amazon en el Vive Latino, Oscar 2025, Zelenski vs Trump, Alineamiento planetario apps para monitorearlo, Novedades en IA, Entrevista a Carlos Clur Presidente […] El cargo Podcast ONE: 28 de febrero de 2025 apareció primero en OneDigital.

Podcast ONE: 21 de febrero de 2025 Podcast ONE: Revision de MokiKin Assistant para iOS, FoneTool Unlocker, Fingerprinting y la privacidad en Google, Facebook eliminará los videos en vivo, La estafa $LIBRA de Milei, La generación Z tiene problemas para controlar sus gastos, Estafas en Gmail, HP Omnibook Ultra flip 14 AI PC, ¿Quién define […] El cargo Podcast ONE: 21 de febrero de 2025 apareció primero en OneDigital.

Podcast ONE: 7 de febrero de 2024 Podcast ONE: Instala DeepSeek en tu PC, Entrevista Marco González B2B Business Development Manager TP-Link, Ajolotes con Cerveza Victoria en Xochimilco, Revisión de videojuegos Macross Shooting Insight y UNDER DEFEAT, Elon Musk y la privacidad de datos con DOGE, Deep Live Cam, Gastronomía en BADA, El posible impacto […] El cargo Podcast ONE: 7 de febrero de 2024 apareció primero en OneDigital.

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/

Podcast ONE: 17 de enero de 2025 Podcast ONE: Se confirma en lanzamiento de Nintendo Switch 2, Revisión de los juegos Threefold Reeital, Age of Darkness Final Stand, Tyrant´s Realm, Super Puzzled Cat, AWS planea invertir más de $5 mil millones de dólares en México, Lanzamiento de mypet.tips , Meta cambias las reglas, ¿Qué pasará […] El cargo Podcast ONE: 17 de enero de 2025 apareció primero en OneDigital.

Podcast ONE: 10 de enero de 2025 Revisión de los juegos Chocolate Factory Simulator, Tap Wizard 2, Builders of Egypt, Warden's Will, Pirates VR: Jolly Roger, #CES2025 con LG, IA en todo, Synth Riders 80s Mixtape Side B, Delta 100 años, #one_digital #PodcastONE Escucha aquí el Podcast ONE: 10 de enero de 2025 Faeebook Live El cargo Podcast ONE: 10 de enero de 2025 apareció primero en OneDigital.

Podcast ONE: 3 de enero de 2024 Podcast ONE: Bienvenido 2025, Kobo Clara Colour, Revisión Schoolteacher Simulator, Future Breach 64, Aplicaciones esenciales para Linux, Roscas de Reyes, Proyectores PF600U y CineBeam S de LG Electronics, Lo que veremos en el #CES2025, 1era impresión de la Nikon Z6 II #one_digital #PodcastONE Escucha aquí el Podcast ONE: […] El cargo Podcast ONE: 3 de enero de 2024 apareció primero en OneDigital.

Podcast ONE: 20 de diciembre de 2024 Podcast ONE: Despedimos 2024, Descubre como obtener 22 softwares premium gratis,  Regalamos códigos de juegos para Navidad, Revisión de los juegos Glorious Companions, Frostpunk 2, Clone Drone in the Hyperdome, Dino-Ducks Dash, Enotria The Last Song, My Hotel, Overwatch 2 x Avatar La Leyenda de Aang, Tips para […] El cargo Podcast ONE: 20 de diciembre de 2024 apareció primero en OneDigital.

Podcast ONE: 13 de diciembre de 2024 Podcast ONE: The Game Awards 2024, Sora, Grok y Aurora ahora son accesibles para todos, OmniControlm ChatGPT y su modo de voz con video, Invasión de “drones” en New Jersey, Resumen 2024 en web,  Predicciones Dell y Capgemini, DongFeng en México, X8 Contra Super Wall Storm, Steren, Mediatek […] El cargo Podcast ONE: 13 de diciembre de 2024 apareció primero en OneDigital.

Podcast ONE: 6 de diciembre de 2024 Podcast ONE: Comenzamos el Resumen 2024. Revisión de los juegos Synth Riders Barbie Dance ‘n Dream, Westild's Law Indiana Jones y el Gran Círculo, Thumb Tanks, Uncle Chop's Rocket Shop, Infinity Nikki, The House of Da Vinci VR #one_digital #PodcastONE Escucha aquí el Podcast ONE: 6 de diciembre […] El cargo Podcast ONE: 6 de diciembre de 2024 apareció primero en OneDigital.

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.

 The “most anticipated recession in history” didn't materialize in 2021, 2022, or 2023. Listen to two financial experts debate whether this year will be different.Employers have had to deal with confusing and unpredictable economic conditions for nearly four consecutive years. Running a business is difficult enough in the best of times, but this type of long-term uncertainty makes it especially challenging for leaders to plan for the future and position their organizations for success.  In the latest episode of OneDigital Debates, we re-visit our 2023 recession episode and ask two workforce strategists and financial gurus to unpack the current state of the American economy.  

In this episode, Justin delves into the profound impact of having a clear vision, the necessity of discipline, and the urgency that a limited timeframe can impose on achieving our goals. Justin explores the wisdom of Tim McGraw's song "Live Like You Were Dying," the lessons from personal loss, and the strategies to define and pursue your vision with relentless discipline. Tune in to transform the way you approach your aspirations and lead with purpose. 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 the second episode of the Dakota Fundraising News Podcast, Pat and Konch provide an update on the Mariner acquisition of AndCo and Fourth Street Performance Partners, a deal setting new precedents in the consulting world. The episode also explores an array of impactful job transitions, including high-profile moves within Pitcairn, Seven Valleys, and NEPC, alongside a brief update on Citi group's major workforce reduction. In the realm of RIA/FA M&A, the spotlight shines on OneDigital's acquisition of WealthSource Partners and the aggressive expansion strategies of Rockefeller and UBS. Institutional coverage closes the episode as Mass PRIM's ambitious investment goals are unveiled, alongside updates on private debt strategies and fixed income searches. Don't miss insights on recent private equity investments and emerging manager moves, culminating with the latest fund launches and Dakota Cocktail events. Tune in to navigate the intricate dynamics of institutional consulting, investment strategies, and the evolving landscape of fundraising news.

HR consultant Jenni Bedell of OneDigital discusses the barriers to leadership positions for women and how those issues can be addressed and overcome. 

811: Marcia Calleja-Matsko, CIO at OneDigital, discusses the elements behind the remarkable growth of the company throughout her tenure. Marcia explains the way she typifies culture at OneDigital, how it's impacted the process of integrating the technology functions of the company's various acquisitions, and how she manages this rapid growth in a responsible and sustainable manner. She also talks about the company's data strategy and the use cases she has identified for generative AI technology. Finally, Marcia reflects on the keys to her career success, the progress being made to bring more women into STEM professions, and the trends in technology that she has kept abreast of in recent months.

811: Marcia Calleja-Matsko, CIO at OneDigital, discusses the elements behind the remarkable growth of the company throughout her tenure. Marcia explains the way she typifies culture at OneDigital, how it's impacted the process of integrating the technology functions of the company's various acquisitions, and how she manages this rapid growth in a responsible and sustainable manner. She also talks about the company's data strategy and the use cases she has identified for generative AI technology. Finally, Marcia reflects on the keys to her career success, the progress being made to bring more women into STEM professions, and the trends in technology that she has kept abreast of in recent months.

Nick Ververis, Principal at OneDigital, and Mike Wilmot, CEO and co-founder of Wilmot Modular, discuss the advantages of having specially-designed insurance policies so that modular builders and manufacturers can best manage risk. Nick speaks to his past experience as both a modular manufacturer and his current role as an insurance professional while Mike shares his experiences as a builder, dealer,  and business owner.Support the show

When you want to gain insight about what's going on in the retirement industry, you want to talk to someone who's in the loop and immersed in the business. We can't think of someone who fits that description better than Jania Stout.401(k) Specialist's “Top Advisor by Participant Outcomes” in 2020 is now the Senior Vice President, Retirement + Wealth, at OneDigital, where she brings over 22 years of experience in ERISA plan consulting to her role as Practice Leader.She fills us in on the latest when it comes to helping participants tackle the difficult task of paying down debt while still saving for emergencies and retirement, momentum building for in-plan guaranteed income solutions, and how artificial intelligence can complement—and not compete with—advisors.