Podcasts about private wealth management

John Mathews is the Head of Private Wealth Management in the Americas for UBS. UBS is the world's largest global wealth manager with $6 trillion in assets, of which $2 trillion are in the Americas. Private Wealth Management is comprised of roughly 230 teams and 661 financial advisors. Our conversation explores how the largest wirehouse empowers its financial advisors to act as entrepreneurs to bring tailored investment solutions to their clients. We cover the scale and scope of the UBS private wealth platform, the need for personalization, specialization, and customization, the bank's centralized investment strategy and decentralized implementation, its curated alternatives platform, and the evolving landscape for financial advisors. Here's the Head of Content job posting.  Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Ivan Gavanski je kod Vladimira Stankovića u 177. epizodi podkasta Biznis Priče

THIS IS NOT A NORMAL EPISODE. THIS IS A BLUE PRINT FOR HYPER SUCCESS Guest: Richard C. Wilson, Founder & CEO of Family Office Club Host: Andy Murphy, Neuro-Performance Fixer | Hedge Fund Manager | Host of Neuro-Performance Podcast What happens when the #1 global authority on family offices meets the Fixer trusted by the world's top decision-makers? In this rare insider conversation, Richard C. Wilson—founder of Family Office Club, CEO of Billionaires.com, and advisor to over 1000+ ultra-wealthy families—joins Andy Murphy for a deep dive into billionaire psychology, peak decision-making, and the hidden mental frameworks that shape the world's elite. You'll discover how billionaires protect influence, simplify complex decisions, and operate with strategic clarity in high-stakes environments. This episode is a masterclass in wealth, mindset, and subconscious strategy for founders, capital allocators, and next-gen leaders. Watch the Full Episode Here on Youtube: https://youtu.be/IPbcEEEjT5M?si=dVfZ2uY80hMRxseA

Send us a textJoin hosts Jen and Kristen on The Wall Street Skinny for an insightful exploration of wealth management, as they sit down with Susan Moffatt, co-founder of Curated Wealth Partners, who expertly unpacks the intriguing differences between independent Registered Investment Advisors (RIAs) and prestigious wirehouses like JP Morgan and UBS.Susan provides an exclusive behind-the-scenes look at the multifamily office model and private wealth management, sharing her personal journey and extensive industry experience. Learn firsthand what managing ultra-high-net-worth clients truly involves, from intricate asset allocations to bespoke financial planning strategies. She also offers invaluable guidance on navigating career paths within this rewarding field, dispelling common misconceptions and revealing genuine opportunities available to those aspiring to enter the competitive world of private wealth management.Additionally, Susan delivers insightful advice on successfully reentering or pivoting within finance, reflecting on her own unique experiences stepping away from and later returning to the industry. Tune in for actionable insights, compelling career stories, and insider knowledge designed to empower youSusan Moffat is co-founder and president of Curated Wealth Partners, a multi-family office and investment advisor delivering financial advice and well-being to a growing community of clients.Check out Public.com at the link http://public.com/wallstreetskinny Visit Vanta.com/wallstreet for $1,000 offOur Investment Banking and Private Equity Foundations course is LIVE: Or for our "Express Workout", our one hour top 5 technicals you must know for investment banking Masterclass, purchase for $49 HEREOur content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.Public Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS... See full disclos...

Welcome to another episode of Think Smart with TMFG, where hosts Rob McClelland and Mike Connon of Assante Capital Management dive into the dynamics of private wealth management. This week, we dissect the transformation of private wealth offices into publicly traded company divisions and explore the implications of this shift. We draw parallels between private wealth management and the evolution of luxury brands, highlighting the changes in exclusivity and personalized service. You'll gain insights into how modern financial institutions bundle services to capture clients and how this affects the core idea of private wealth exclusivity. Additionally, we introduce the Diamond Service Package, a unique offering by the McClelland Financial Group, designed to provide personalized and high-end financial management services for clients with substantial assets. Join us to explore how private wealth is redefined today, and what it means for the affluent seeking specialized attention.

With record-breaking attendance at games and viewership of televised games, the groundswell of enthusiasm for women's sports has created a cultural movement. How should investors think about the opportunity in women's sports, and how might the growth trajectory of the professional women's leagues compare to the equivalent men's leagues? In the final episode of a four-part series on the changing dynamics in the business of sports, host Nicole Pullen Ross discusses the business forces driving growth in women's sports with Stacy Sonnenberg, Head of Global Sports Finance. Nicole is also joined by Willow Bay, Dean of the USC Annenberg School of Journalism and the new controlling owner of the National Women's Soccer League's Angel City FC. Bay shares her perspective on leading the most highly valued franchise in the league during this watershed moment for women's sports. Nicole Pullen Ross is Head of Sports and Entertainment for Goldman Sachs Private Wealth Management. She is also Head of the Private Wealth Management business for the New York region at Goldman Sachs.

In the third episode of a four-part series on the changing dynamics in the business of sports, host Nicole Pullen Ross discusses the physical fan experience with Greg Carey, Global Co-Head of Sports Investment Banking, and Stacy Sonnenberg, Head of Global Sports Finance. They discuss what's driving interest in the new sports-entertainment complexes, the creative ways of financing these infrastructure projects, and what it all means for teams and their fans. Nicole is also joined by Gillian Zucker, CEO of Halo Sports and Entertainment and President of Business Operations for the LA Clippers, to discuss how the team intends to make its new home — the Intuit Dome — a “basketball mecca.” Nicole Pullen Ross is Head of Sports and Entertainment for Goldman Sachs Private Wealth Management. She is also Head of the Private Wealth Management business for the New York region at Goldman Sachs.

Today, I'm excited to speak with John Castrucci, National Director of Family Office Advisory Services at the Global Family Office Enterprise Division of RSM and Ben Berger, Partner and Family Office Enterprise Markets Leader at RSM. John has 10+ years of experience at a Big 4 Accounting firm as a practicing family office tax and family office advisory services national director and more than a decade at Private Wealth Management and Multi-Family Office institutions as regional managing director overseeing wealth strategists. Ben is on RSM's Global Family Office Advisory Board, and has served families and family offices, addressing their full range of needs, including tax, operations, and technology since 1995. John, Ben, and their firm RSM are valued advisor members of FOX, and we are fortunate to have their expertise as part of our membership community. John and Ben work with many family offices to help them design and implement the best operational structure for their needs. They talk about what they are seeing in the marketplace, including how family offices are being structured today, what kind of complexities and challenges they are facing, and how are they addressing them. One growing trend John and Ben highlight among single-family offices is the rise in operational and functional lift-outs. They define what lift-outs are, and describe when they make sense, how they work, and why they are increasingly common among single-family offices. One practical suggestion John and Ben offer for family offices is to create an operational roadmap as a tool to understand where they are and where they need to go to meet the family's needs. They explain how this self-assessment and road-mapping process work and what its benefits are for family office leaders . John and Ben also suggest that family offices conduct a thorough and systematic cataloguing and design of the services they provide to family members and the family enterprise, and also determine how these services will be sourced – i.e., in-housed, outsourced, co-sourced, etc. They elaborate on this best practice and explain how family offices should strive to apply it. Don't miss this highly relevant conversation on a topic of high interest to families and family office leaders with two of the leading experts on the subject in our industry.

Politische Maßnahmen wie die Zoll- und Steuerpläne von Donald Trump, kritisch beäugte Tech-Werte wie Nvidia und Alphabet, hohe Staatsverschuldung wie in den USA und Frankreich, unsichere Länder wie China und ein lahmendes Deutschland. Eine herausfordernde Kulisse neben der Bühne mit den geopolitischen Krisen. Anleger müssen also einiges auf dem Radar haben.Orientierungshilfe bietet die neue Ausgabe dieser exklusiven Pioneer-Gesprächsreihe mit den Köpfen führender Vermögensverwaltungen. Diesmal mit Prof. Dr. Jan Viebig, der als Chief Investment Officer die Anlagestrategie der deutsch-französischen Privatbank ODDO BHF verantwortet. Diese unabhängige europäische Finanzgruppe ist in den Bereichen Private Wealth Management, Asset Management und Investment Banking aktiv und verwaltet rund 140 Mrd. Euro an Kundenvermögen.Diese Spezialausgabe ergänzt das allwöchentliche Investment Briefing von Börsenreporterin Anne Schwedt, die weiterhin wie gewohnt jeden Sonntag aus New York berichtet. ID:{1jlKmNt3K8WJXMT2bbcyzK}

Sports is one of the few forms of premium live content available today, but how fans consume these games or matches is being significantly disrupted. In the second episode of a four-part series on the changing dynamics in the business of sports, host Nicole Pullen Ross discusses the new sports media landscape with Dave Dase, Global Co-Head of Sports Investment Banking, and Gene Sykes, Co-Chair of Mergers and Acquisitions and Co-Chair of Global Technology, Media and Telecom. They discuss what makes sports content so valuable, the tension between the legacy broadcasters and tech platforms, the shift to direct-to-consumer product offerings, and how this disruption will influence the game itself. Nicole Pullen Ross is Head of Sports and Entertainment for Goldman Sachs Private Wealth Management. She is also Head of the Private Wealth Management business for the New York region at Goldman Sachs.

The sports ecosystem has exploded as an area of investment, with professional leagues loosening rules on private equity ownership, the value of media rights deals skyrocketing, and the many sports-adjacent businesses taking on new dimensions. In the first episode of a four-part series on the changing dynamics in the business of sports, host Nicole Pullen Ross speaks to Apollo Co-Founder Josh Harris about what it means to own and run professional sports teams in the NBA, NHL, NFL, and English Premier League. She'll also discuss the scale of the investment opportunity in sports with Dave Dase, Global Co-Head of Sports Investment Banking, and Elis Jones, Head of Sports Investment Banking for EMEA. Nicole Pullen Ross is Head of Sports and Entertainment for Goldman Sachs Private Wealth Management. She is also Head of the Private Wealth Management business for the New York region at Goldman Sachs.

In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz sat down with the Co-CEO of Titan -- Joe Percoco. Private wealth management is no longer something only provided to the ultra-wealthy, thanks to ⁠Titan⁠. This "wealth management firm in your pocket" offers the everyday investor sophisticated analysis, passive index investing, an actively-managed strategy, and in-real-life events to their members -- unlocking the best of both worlds.

This week we talk with Brent Kiley, co-founder and CEO of Rise Private Wealth Management, one of NH's top wealth management firms and the number two Best Company to Work For in NH, about what people need to consider when planning their financial futures as well as what it takes to create a company culture of caring. For more information about Rise Private Wealth Management, click here.   Sponsored by Harvard Pilgrim. Also sponsored by by the Very Merry Holiday Gift Festival. 

From public service to private wealth—Joe Brienza shares his journey to becoming a Forbes and Barron's top-ranked financial advisor. In a new episode of Head to Head, Joe Brienza (Managing Director, Clarity Advisors, UBS Private Wealth Management) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss the adrenaline rush of a new client, what it means to have competition in your blood and his path from working with presidents and political consultants to helping families build wealth and plan for the future.“I wanted to come in here and do something where at least at nights I can say, “you know what, I'm making a positive impact to someone, not just enriching my W2.” And that was really much more important to me at the beginning—just to do something that was really important. That was how I ended up getting into this business.”—Joe BrienzaHave a question for our experts? Text us for a chance to have your questions answered on the next episode.For more research insights go to FSInvestments.com https://bit.ly/m/fsinvestments

In the latest episode of the FemCity Podcast, FemCity Founder, Violette de Ayala is joined by FemCity Founder Member and financial planner, Mari Delgado where they dive into the topic of Girl Math, the Truth of Women and Finances. Don't' miss this.  About Mari // Mari, a CFP® professional and Private Wealth Advisor, is a strong believer that anything can be achieved with the proper planning and preparation. From serving as the first woman president of the Association of Latino Professionals For America at FIU, to starting her career at the top team at Merrill Lynch, she's broken down barriers time and time again. Mari brings a decade of experience in Private Wealth Management. She currently works at Ellevest, a financial advisory firm built by women for women. Her main focus is to help women in transition: executives with significant wealth tied up in one stock, dealing with divorce or the loss of a partner, receiving an inheritance, navigating an IPO or liquidity event or nearing (or currently in) retirement. Mari helps her clients build financial stability and make an impact with their wealth using personalized, goals-based investment strategies. She currently serves both Spanish- and English-speaking clients nation-wide. Mari is a big supporter of local organizations like Habitat for Humanity, 100+ Women Who Care, Women's Executive Club of Fort Lauderdale, Coral Gables Woman's Club and the Nicklaus Children's Hospital. Her hobbies include yoga, running & reading. Her and her husband, Manuel, recently welcomed twin boys! Connect with Mari! Email: mdelgado@ellevest.com LinkedIn: https://www.linkedin.com/in/mariidelgado/ About FemCity // Join FemCity with a complimentary Community Membership!It's the perfect way to sample our Membership, attend local events, meet FemCity Founder, Violette de Ayala and see if the FemCity vibe is a good fit for you. And it's free! You can also learn more about launching a FemCity Chapter in your community. FemCity has been seen in Gilt, Vogue, AP News, Entrepreneur, Forbes, and MarieClaire. Learn why FemCity is more than just a women's networking group at www.femcity.com and on all social platforms @FemCity. Want to learn about FemCIty? Join us for our free upcoming Get to Know FemCIty event.  About Violette de Ayala // Violette is a Cuban-American serial and social Entrepreneur, Founder of FemCity®, and virtual mentor to over 20,000 women. Violette has been quoted in Success, Entrepreneur, CNBC, Yahoo Small Business, Business Insider News as a small business expert. You can connect with Violette on IG, FB, LinkedIn at Violette de Ayala. About Lynn Pelzer // Lynn is the COO of FemCity and has held a chair position on boards, currently part of a DEI board with FemCity, she has been awarded the Rising Star Award and Crystal Executive Award in her previous company. She has been a contributor on podcasts as well as blogs, and has been a speaker in women's groups on the topics of business. You can connect with Lynn on Facebook or Linkedin @lynnpelzer.

The "carry" trade blows up – But now: Fully Resolved Economic Indicators Bad – but that good news for markets Under the radar layoffs happening... Gust Anthony Scaramucci , Founder, Skybridge Capital (Who has a few things to say about politics and the election). Anthony Scaramucci is the founder and managing partner of SkyBridge, a global alternative investment firm, and founder and chairman of SALT, a global thought leadership forum and venture studio. Prior to founding SkyBridge in 2005, Scaramucci co-founded investment partnership Oscar Capital Management, which was sold to Neuberger Berman in 2001. Earlier, he worked in Private Wealth Management at Goldman Sachs & Co. In 2022, Scaramucci was ranked #47 in Cointelegraph's Top 100 Influencers in Crypto and Blockchain. In 2016, he was ranked #85 in Worth Magazine's Power 100: The 100 Most Powerful People in Global Finance. In 2011, he received Ernst & Young's New York Financial Services “Entrepreneur of the Year” Award. Anthony is a member of the Council on Foreign Relations (CFR) and a board member of the Federal Enforcement Homeland Security Foundation. He is the author of five books. OPEN BOOK PODCAST ON APPLE Scaramucci served on President Donald J. Trump's 16-person Presidential Transition Team Executive Committee, and in 2017 briefly served as Chief Strategy Officer of the Export-Import (EXIM) Bank and White House Communications Director. Scaramucci, a native of Long Island, New York, holds a Bachelor of Arts degree in Economics from Tufts University and a Juris Doctor from Harvard Law School. Follow @Scaramucci Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (CSCO), (BTCUSD)

This episode is a compilation of answers to YOUR questions that were asked directly from my listeners who attend my weekly business education YouTube live webcast. Topics covered include: What is a carry trade, How to break into private wealth management, Tips on freelancing and more. Refer to chapter marks for a complete list of topics covered and to jump to a specific section. Download my free "Networking eBook": www.harouneducation.comAttend my weekly YouTube Live every Thursday's 8am-11am PT. Subscribe to my YouTube Channel to receive notifications. Learn more about my MBA Degree ProgramConnect with me: YouTube: ChrisHarounVenturesCompleteBusinessEducationInstagram @chrisharounLinkedIn: Chris HarounTwitter: @chris_harounFacebook: Haroun Education Ventures  TikTok: @chrisharoun

Greg McGauley, Head of Merrill Private Wealth Management, joins JR to discuss Merrill's new partnership with IMG Academy to educate young athletes about personal finance and financial literacy.

In this episode, we're diving into some famous words by the one and only Yogi Berra. You might know him for his legendary baseball career, but Yogi was also a goldmine of wisdom. We'll spin some of his classic quotes into financial advice. It's all about viewing things through the right lens—so let's see what financial insights we can uncover from Yogi's memorable sayings!   Helpful Information: PFG Website: https://www.pfgprivatewealth.com/ Contact: 813-286-7776 Email: info@pfgprivatewealth.com   Disclaimer: Speaker 1: PFG, Private Wealth Management LLC is an SEC registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. The topics and information discussed during this podcast are not intended to provide tax or legal advice. Investments involve risk and unless otherwise stated are not guaranteed. Be sure to first consult with a qualified financial advisor and or tax professional before implementing any strategy discussed on this podcast. Past performance is not indicative of future performance insurance. Products and services are offered and sold through individually licensed and appointed insurance agents. Marc Killian: In this episode, we're going to dive into some famous words from Yogi Berra. We're right in the heart of baseball season, so it seems fitting to do a little classic wisdom from Yogi and some financial lessons here with the guys. This is Retirement Planning Redefined with John and Nick. Speaker 3: The rules of retirement have changed. No longer can most of us rely on social security or a single pension to fund our futures. We're living longer and retirement doesn't just last a handful of years anymore. Instead, you might stay retired for 20 or 30 years and maybe even more. We need to look at retirement through a new lens with fresh eyes, with a new approach and plan of attack. Here to answer the call are financial advisors John Teixeira and Nick McDevitt of PFG, Private Wealth Management, serving you throughout the Tampa Bay area. This podcast is Retirement Planning Redefined, and it starts right now. Marc Killian: Hey, everybody, welcome into the podcast. Thanks for tuning in to the podcast here with John and Nick and myself. And I don't know why I said podcast twice, but I did. Thanks for hanging out with us and we're going to talk about Yogi Berra. We're going to take the fork in the proverbial road, and have a conversation with the guys and just get some financial lessons from some classic Yogi-isms. This guy had some great, great, great quotes through the years. Fantastic baseball player, obviously a legend, but his quotes were pretty good as well. So we're going to talk about that this week here on the podcast. What's going on, Nick? How are you, my friend? Nick McDevitt: Doing pretty good. Getting over a little bit of a cold, but finally turned the corner. Marc Killian: Yeah. Okay. I know you're a football fan. Are you a baseball fan as well? Nick McDevitt: I grew up a big baseball fan. My grandfather... My mom's side of the family is Cuban, so baseball's a huge deal. And I grew up a Mets fan, which is torture, but really kind of phased out of baseball probably over the last maybe seven, eight years, harder to kind of hold the interest. Marc Killian: Gotcha, okay. All right. Nick McDevitt: Yeah, but did grow up really enjoying baseball. Marc Killian: Nice, nice. Well, John, how are you doing, my friend? And what about you? Did you enjoy your baseball growing up or are you a fan? John Teixeira: More of a basketball and football fan, but no. Growing up in Boston, you kind of automatically get sucked into the Red Sox aura. Growing up, I could understand Nick's pain, but then they kind of pulled through as in my college years. But I will say I'm excited. The Celtics is just won the NBA Championship, so- Marc Killian: This is true. Again, yeah. John Teixeira: That's a good thing I'm happy about so. Marc Killian: Yeah, and they've got quite the team, so there's a good chance you might see them again next year in the run for it as well. John Teixeira: Yeah, yeah, let's hope so. Let's hope so. Marc Killian: They're stacked pretty well. John Teixeira: Marc, real quick question as we talk about football is what do you think of Drake Maye? He was there in North Carolina. Marc Killian: Yeah, it was interesting. Curious to see how he's going to do. I don't know. I mean, he played pretty well here, so we'll see how it translates. When they go to the NFL, you never know, right? It's a crapshoot. Didn't work out so well for Trubisky when he went to Chicago. John Teixeira: No, it didn't. No, it didn't. Marc Killian: So we'll see how it goes for Drake, but let's get into some baseball here. We'll talk about some Yogi Berra Again, this guy had some classic lines here, so this should be a little fun. And really they're kind of fitting not only to just finance, but just our world seems today. Yogi's been gone for a while now, but these things kind of fit with our society and the crazy world that we're living in. So let's jump in. Whoever wants to take this first one here. Pretty apropos considering what we've been facing the last couple of years, when Yogi said a nickel ain't worth a dime anymore. Boy, that's the truth, isn't it? Right now? John Teixeira: Yeah, that couldn't be any more true than right now in the kind of time we're in. Inflation over the last few years, really, post COVID has just gotten, ramped it up with the supply chain issues and then the influx of cash going in. It's just a double whammy with what's been happening and as it relates to planning, I've seen a lot of clients happen to really pick and choose what they're spending money on because primarily the cost of food. And I could tell you myself personally, I feel like my food bill has doubled, but not 6 or 7%. I feel like certain things have doubled in the last few years. So inflation is a big thing you got to be aware of when you're doing your finances. And then here in Florida, and Nick can speak to this, and what we've seen is the homeowners insurance is outrageous. Marc Killian: Oh, I bet. Yeah. Nick McDevitt: Homeowners and car insurance have really been a huge, basically like a rocket ship. As far as expenses, John mentioned the groceries. One of the things that we do from a planning standpoint is, especially in times like this, I think where some people kind of make a mistake is they start to really mess with the inflation rate that they use in the planning instead of just repricing where their expenses are now versus where they were maybe a couple of years ago. But from the standpoint of between groceries, car insurance, homeowners insurance, we have a huge section of clients that those numbers, those three categories specifically have probably doubled in the last three or four years. Marc Killian: After the hurricane a couple of years ago, I imagine some of that got worse too, yeah? Nick McDevitt: Yeah, but we have hurricanes every couple of years. Marc Killian: That one was just obviously pretty massive. Nick McDevitt: For sure. And the hurricanes have a big impact on the car insurance. So a lot of people- Marc Killian: Right. That's what I was thinking. Yeah. Nick McDevitt: ... yeah, don't necessarily think about that per se. Marc Killian: All the flooding and stuff, yeah. Nick McDevitt: Yeah. Some of the other laws that are in the state of Florida based around insurance make it on the higher side in general, but companies have really ramped those up. Marc Killian: Oh, I'm sure. Yeah. Nick McDevitt: I think Citizens, which is kind of the insurer of last resort, which is state-backed, just I think applied and got approved for, I want to say a 14% increase. So there's a lot of pressure on people right now, especially in Florida. Marc Killian: For sure. All right, well a nickel ain't worth a dime anymore. Yogi had that one, right? How about this one, guys? I mean, you got to love the simplicity of his lines. If you don't know where you're going, you might wind up someplace else. Yeah, I mean if you don't know where you're going, you could end up someplace completely different. Nick McDevitt: Yeah. It is funny when reading through some of these how apropos they tend to be and how they line up from an industry standpoint where having a plan, having stated goals that you're working towards, having a clear vision of what it is that you want in retirement, make a really huge impact on your habits and overall the probability of having a successful retirement. So these quotes have really kind of stood the test of time. Marc Killian: Oh, for sure. Yeah. Johnny, he said the future ain't what it used to be. And again, if you think about the world we're living in right now, how many people of a certain age are like, "Man, that could not be more true." But even from a society standpoint, but also even just in what you guys do, it's not what it used to be when it comes to finance and retirement planning, even just a couple of years ago. John Teixeira: Things have changed drastically. You look at my parents, they worked for the most part at one place, had a pension, retired, and it was pretty easy for them from a retirement standpoint. They had to really keep their expenses in check. But when they retired, it was Social Security, pension, luckily cost of living adjustments on both of those things to keep up with what we discussed there with inflation, but it was much easier. But what's happened throughout the last, I'd say 10, 15 years, maybe 20 years or so, as the companies have been putting the risk onto their employees to say, "Hey, you know what? We're not going to do the pension anymore, but we'll still give you a benefit. But retirement, your investment is now going to be your responsibility." "While you're working to make sure you're investing the right amount and picking the right options, and then while you retire, now it's on you to figure out what's the best solution for supplementing your retirement income." So it's definitely ain't what it used to be, which is very important to make sure that when you do retire, it's a different game where it's not accumulation. You have to realize that money needs to last throughout your retirement and you have to put together different strategies to make sure that it does do that, not just like you have a pension that's going to guarantee for life so. Marc Killian: Yeah, all the changes to the Secure Act, both versions, clearly the onus is more and more things have been put saying, "Hey, this is on us to do what we got to do for our futures here." And they're putting some rules in place to kind of help out a little bit, but at the same time, if you're not reading the tea leaves, you're going to get left behind there. And that's why you got to work with a financial professional to really help you get sound advice so that you can be set for retirement. I should have segued it this way because, Nick, if you don't, it's going to be like deja vu all over again, which is another Yogi-ism, which is classic. Nick McDevitt: Yeah, it's things changing rapidly. It's interesting because there's always kind of the perspective of zoom out. We talk about that a decent amount where from a smaller sample size or even if we look at things from a micro standpoint, yes, the way that the tools in investing change rapidly or have changed quite a bit in the last few years, how AI is coming along and what the impact of that's going to be and those sorts of things. But when you zoom out, these things are cyclical. So even though the technology may be very new and the way that maybe things react are different than they were before, there's been other times in history where the technology at that point has been new and the way that things react are different. And there's a lot of different quotes out there about how history is really kind of the greatest teacher. And when you zoom out, so many of these things have happened before. The subplots are different, but so many of these different things have happened before. And it kind of goes back to having a good plan, having the ability to adapt to what's going on, kind of not painting yourself in the corner because really the only certainty that we have is change. So it's pretty wild. Marc Killian: That's a good point. And John, I think for this kind quote was like deja vu all over again. Most people kind of feel that way about the market. It's like, "Oh man, here I go again." Especially if you got burned at any time for any amount, it's like even a little dip here or there. And it gets you a little panic, especially if you are over 50 because you start thinking, "I can't afford to get rocked again." Even though... And the weird thing about the current time that we're in is news is always changing and always causing issues, but sometimes this market kind of just kind of rebounds and you think what's going to be the next thing that does it? And soon as you think it's going to happen, it doesn't happen. So it's very hard to read right now. John Teixeira: Yeah. Yeah. It is definitely hard to read because people... Just looking at clients, it's, "It is now the right time to put money that's been on the sideline to get back in?" And it's always hard to determine when that is and try to time things. It comes back to the kind of fundamentals of staying the course and not really panicking depending on what's going on. Because like Nick said, there's always going to be something happening. Things may change a little bit, but there's always going to be something happening in the world. So you stay the course, stick to the plan, and you find those people do much better than the ones that kind of jump around based just looking at behavior. Marc Killian: Okay. Well let's wrap it up here with a final Yogi-ism, for us sports fans of any kind for your team if they're not doing well, it works appropriate for that, because it ain't over till it's over. And that's pretty classic line for any kind of sports mantra. You still got a chance maybe to come back in. I mean, just look at what's going on right now as you guys are in Florida with the Stanley Cup, right? So we're taping this episode here before the final game seven's going to happen, and who would've thought that being up 3-0, Florida would mess up and allow Edmonton to get back in it and tie it up and go to a game seven? So it's not over until it's over, depending on what your viewpoint is, and I guess you could say the same thing from a financial standpoint. If you've made some mistakes, it doesn't mean it's completely over. Get a strategy, start working on it. Nick McDevitt: We've had kind of conversations recently with people where there's been a good run. COVID was an up and down year, but outside of the market drop in last year, which a lot of people have almost forgot about, things have been good, really post recession, Great Recession. So we're talking 10 plus years at this point, and some people have kind of taken a step back and some of these changes that are happening with the inflation that we talked about and maybe a little bit more volatility, we're in an election year, all these sorts of things. It's important to make sure that you keep updating, try to stay on top of things, don't necessarily just kind of check out. So I think it's important to stay engaged and involved. John Teixeira: Going through the ups and the downs of planning, talking about the Stanley Cup here, you want to make sure also when you're building a plan, you want to stress test things to understand when things do really get tough, what is your plan going to look like? So we just did this with a few of our clients where we test market downturns. Things have been good for a while. What happens in your plan if all of a sudden we have two years of negative 15, negative 20%? How does your plan look? If it doesn't look good, what are we going to do to adjust it? You can stress test it with taxes, inflation. Just making sure that whatever happens, whatever scenario you run in, you're flexible to adapt to it. And if you currently can adapt, making sure we understand how do we make you adapt. Nick McDevitt: And even just to kind of add to that, and this ties in with some of the things that we had already talked about. A little perspective is always good from the standpoint of three years ago, four years ago, whenever we were a couple of months into the pandemic, in reality this was an event that most of the people alive had never been through before. Everything changed and then there's still obviously fallout from it, but we got through it. And when you think about it from a planning perspective and markets and all that sort of thing, sometimes taking perspective of what you've actually been through, what you've seen, and the fact that we were able to move through it is really important. Marc Killian: Yeah, for sure. I mean, when it first started, the market first started dropping, that initial bit there, people were having the reaction that we're going to see it drop 50% like it did in 2008 or '09. It wound up maybe being 30 or so percent. But then it also rebounded within just a couple of months, so a lot faster than people thought. So it is not over till it's over. So these are some good Yogi-isms, and it all kind of works really well with financial planning and strategizing. So if you need some help with that, make sure that you're reaching out to John and Nick. If you're already working with them, that's fantastic. Make sure you subscribe to the podcast. If you're not, maybe share the podcast with others who might benefit from checking out the message and the conversation. And you can find them online at pfgprivatewealth.com. That's pfgprivatewealth.com. And you can subscribe to Retirement Planning Redefined on Apple or Spotify or whatever platform you like using. Just type in Retirement Planning Redefined or again, visit them on their website for all the tools, tips and resources at pfgprivatewealth.com. Guys, thanks for hanging out. And John, good luck with the new puppy you got. John Teixeira: Thanks, appreciate it. Marc Killian: Appreciate it. Nick, hope you're feeling better, my friend. We'll see you next time. Nick McDevitt: Thank you.  

Anthony Scaramucci is a successful entrepreneur, influential thought leader, and best-selling author.  Anthony is also the founder and managing partner of SkyBridge, a prominent investment firm.  He also serves as the founder and chairman of SALT, a globally recognized thought leadership forum and venture studio. Before founding SkyBridge, he worked in investments and Private Wealth Management which included time at Goldman Sachs. Additionally, Anthony has been recognized as one of the Top 100 Influencers in Crypto and Blockchain by Cointelegraph.  He's also been featured among the most Powerful People in Global Finance by Worth Magazine's Power 100.  You may, however, recall Anthony's notable and infamous tenure as the White House Communications Director and Chief Strategy Officer under President Trump.  Additionally, Anthony is an accomplished author, having penned six books, including his latest release, 'From Wall Street to the White House and Back – The Scaramucci Guide to Unbreakable Resilience.'  We talked about the following subjects: What Donald Trump Said to Me on First Day As President  Living a Big Life Means Accepting Risk & The Volatility Curve How I Ended Up in The Trump White House  Why Washington D.C. Is Hollywood for Ugly People The Most Significant Moment During My Time as The White House Communications Director Donald Trump As a Person  What Is The "Deep State"? FTX & Sam Bankman-Fried  From Wall Street to the White House & Back Happiness, Joy, & Gratitude  Jerry Seinfeld, Marcus Aurelius, & Finding Your Purpose How To Be "Toughnice" Discipline Yourself Why Trump Thought I Was Part of the "Deep State" Every week, the RUN GPG Podcast aims to provide inspirational stories from people who made a mark in entrepreneurship, entertainment, personal development, and the real estate industry. It is produced by the GREATER PROPERTY GROUP to help the audience grow and scale their business and their life.  Know more about GREATER PROPERTY GROUP and the RUN GPG Podcast by going to www.rungpg.com or by getting in touch with us here: info@greaterpropertygroup.com.   Contact Anthony Scaramucci: Instagram: instagram.com/scaramucci Website: scaramucci.net YouTube: youtube.com/@anthonyscaramucci7945 From Wall Street to the White House and Back: amazon.com/Wall-Street-White-House-Back/dp/1637584636 Contact David Morrell: TikTok: tiktok.com/@morrellionaire Instagram: instagram.com/thegreaterdavid Twitter: twitter.com/fearofdavid YouTube: youtube.com/@Morrellionaire Subscribe & Review The RUN GPG Podcast Thanks for tuning in to this week's episode of the RUN GPG Podcast! Please leave us a review on iTunes. This will help us continue delivering beneficial content for you and our listeners each week!

Send us a Text Message.Unlock the hidden potential of your Social Security number and transform your financial future with our latest episode. Discover the profound implications of the Cesti Que Vie trust and learn how it positions you as a beneficiary, impacting your asset management and perception. By understanding the legal and equitable titles tied to your Social Security number, you'll gain valuable insights into the broader financial and legal structures at play, empowering you to navigate Social Security with greater awareness and confidence.Our discussion takes a deep look at the intricate relationship between your legal name, Social Security number, and trust, particularly focusing on the legislative and commercial nuances involved. We highlight the significance of establishing an EIN with the proper governing body and paperwork, distinguishing between private and public contracts to manage your financial identity effectively. By challenging traditional financial paths and urging a shift away from public systems, we advocate for exploring private education and solutions to secure your economic future.Lastly, we emphasize the importance of asset protection, separation, and wealth preservation through IRS publications and laws. By exploring the entrepreneurial mindset needed to establish trusts and agreements, we reveal the benefits of staying within a private network to minimize tax liabilities. For those ready to embrace independence, we provide practical steps towards creating private institutions and assuming control over personal sovereignty. Tune in to level up your financial knowledge and embrace a path towards self-governance and financial freedom.https://onlyfans.com/donkilam https://onlyfans.com/donkilam https://www.amazon.com/Capi https://www.amazon.com/Cant-Touch-This-Diplomatic-Immunity/dp/B09X1FXMNQ https://www.amazon.com/Million-Dollars-Worth-Game-Kilam/dp/B09HQZNRB9Support the Show.https://donkilam.com

Anthony Scaramucci is the founder and managing partner of SkyBridge, a global alternative investment firm, and founder and chairman of SALT, a global thought leadership forum. Prior to founding SkyBridge in 2005, Scaramucci co-founded the investment partnership Oscar Capital Management, which was sold to Neuberger Berman in 2001. Earlier, he worked in Private Wealth Management at Goldman Sachs. He served on the Trump administration's 16-person Presidential Transition Team Executive Committee, and in 2017 briefly served as chief strategy officer of the Export-Import Bank and White House communications director. He was also profiled on the February 2023 cover of Real Assets Adviser magazine. (06/2024)

How does the #1 advisor in the country close business? In a new episode of Head to Head, Jeff Erdmann (Founding Partner of the Erdmann Group at Merrill Private Wealth Management) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss how childhood dyslexia helped him launch a multi-billion practice, why he hires “partners” instead of “employees” and how he balances family, mentorship, career and philanthropy.“It's about connecting with people and finding a connection point. Allowing them to talk about themselves. My rule number one is I never want to speak more than 30 percent of the time in a conversation. [I want to be finding] what matters to them, letting them talk about it and having a deep impactful conversation. And then obviously taking a complex situation and simplifying it for them and then giving them an outcome.” —Jeff Erdmann

Clients come first at Baird Private Wealth Management in St. Joseph. Thinking about your financial future? The experts at Baird Private Wealth Management are there to answer your questions, provide financial guidance and service, and help you plan for the goals you want to achieve. In this podcast, we introduce Mike Wyble, Associate Branch Manager, who talks about the team, what to expect when seeking financial planning advice and services, and the "Baird Difference." Disclaimer: Mike Wyble is an investment advisor representative with Baird Private Wealth Management. The opinions expressed are for general information and should not be considered a solicitation for the purchase or sale of any security. The information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. You can learn more at the Baird website at https://stjoseph.bairdwealth.com. See omnystudio.com/listener for privacy information.

Anna Howard, senior vice president and head of Private Wealth Management at LPL Financial, warns that advisers who do not create meaningful connections with both spouses and younger generations risk significant loses from their client lists and assets under management. She also discusses LPL's new Private Wealth Management practice and its aspirations. (05/2024)

In a new episode of Head to Head, Michelle Marquez (Managing Director at Marquez Private Wealth Management of Raymond James) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss how she built an authentic personal brand, her inspiring work with children's charities and the unique challenge of managing wealth for professional athletes. “I think for professional athletes, it's really difficult for them. I know that the statistics are against them. You see that everywhere. It's difficult because they live in chaos. They're pulled from their families and the have to travel alone and by themselves…And unless, as an advisor, you have the time to really dedicate—and not just dedicate, you have to devote time and energy. You have to have the patience to be repetitive. Repeat the goals, repeat what it is you said just an hour ago. It helps them stay focused.”

Managing the wealth of the world's richest clientele is an exciting, prestigious, high stakes business.  We sat down with Tony Abbiati, CEO of SCS Financial, an ultra high net worth private wealth management firm to understand the business model of RIAs (Registered Investment Advisors) vs. banks and broker dealers, the demands and challenges of these clients, the path to breaking into the business and achieving success, and the crazy things you may have to do in the name of client service!  Tony co-founded SCS Financial Services in 2002.  He has over 22 years of experience in the investment business.  Prior to SCS, he was a Vice President in the Private Wealth Management Group of Goldman Sachs. Tony began his career at Biogen, Inc. as a process engineer. Tony is actively involved in Year Up, a Boston based non-profit focused on empowering urban young adults. Tony earned a BA in Biochemistry from Bowdoin College and an MBA from Duke University's Fuqua School of Business.Sign up to attend MISS EXCEL'S FREE MASTERCLASS LIVE Wednesday, March 20 (3/20) at 3pm ESTThursday, March 21 (3/21) at 12pm ESTFriday, March 22 (3/22) at 12pm ESTOR to get the replay:Register Here!https://links.miss-excel.com/exclusive?ref=thewallstreetskinnyFollow us on Instagram and Tik Tok at @thewallstreetskinnyhttps://www.instagram.com/thewallstreetskinny/

Orrin Klopper (Co-founder & CEO of Netsurit)  After 24 years Netsurit has 350+ brilliant individuals across 5 office HQs working hard to help companies like Galderma, Private Wealth Management, RCS (BNP Paribas), Eurolux and more achieve their dreams. Orrin leads all culture, strategy, vision, and direction for the company, working closely with the Leadership team. Orrin is Head of the Dreams Programme, Netsuit's signature program to help employees dream bigger than they ever have. He is always innovating for new ways of work. His people-focused leadership leads his team's incredible, aspirational culture and their dream program. He is a passionate Microsoft Partner and committed to serve both employees and clients by nurturing and realizing their dreams.

Today, I'm talking with Jamie Hopkins, the Director of Private Wealth Management at Bryn Mawr Trust and a leading voice in the retirement income planning space. As the co-creator of the RICP designation, Jamie helped reshape how retirement income planning was being taught – filling a much needed gap in our industry and resulting in a complete shift in how advisors help clients secure their financial futures. In this episode, Jamie shares his motivations for getting into financial services and a ton of advice for advisors who want to build a winning practice that stays relevant in a fast-paced digital world. 3 of the biggest insights from Jamie Hopkins… The story of how Jamie co-created the RICP program, which more than 20k advisors have gone through. This certification redefined retirement income planning for financial services and has led to better retirement advice for millions of Americans. Are you really offering comprehensive planning? Jamie explains many advisors don't, but claim they do. He then shares advice for how you can limit your scope of services without losing your clients to competitors who offer holistic planning. As AI and technology continue to sweep the financial advisory space, Jamie shares ways advisors can prepare their practice to thrive in the future. JOIN THE DBDL INSIDER CREWTo become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/43FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.

The Interview Discusses: Anthony's amazing life story growing up from humble beginnings to becoming a major success on Wall Street.His theory on resiliency and how he was able to recover after being fired from both Goldman Sachs and the White House.Why he is investing in cryptocurrencies.How Bill Miller influenced his investment decision makingHow Warren Buffett cost him a lot of moneyHis support of Israel And much more!Biography:Anthony Scaramucci is the founder and managing partner of SkyBridge, a global alternative investment firm, and founder and chairman of SALT, a global thought leadership forum and venture studio.Prior to founding SkyBridge in 2005, Scaramucci co-founded investment partnership Oscar Capital Management, which was sold to Neuberger Berman in 2001. Earlier, he worked in Private Wealth Management at Goldman Sachs & Co. Scaramucci served on President Donald J. Trump's 16-person Presidential Transition Team Executive Committee, and in 2017 briefly served as Chief Strategy Officer of the Export-Import (EXIM) Bank and White House Communications Director. Scaramucci, a native of Long Island, New York, holds a Bachelor of Arts degree in Economics from Tufts University and a Juris Doctor from Harvard Law School.Every December for over three decades, Boyar Research has published the Forgotten Forty, a curation of comprehensive one-page reports on the 40 companies in our research universe that we believe will outperform the leading indices in the year ahead due to a catalyst we see on the horizon. The Forgotten Forty 2024 is now available for pre-purchase at 50% off until December 20th. To find out more information on this offer, click here. Important Disclosures. The information herein is provided by Boyar's Intrinsic Value Research LLC (“Boyar Research”) and: (a) is for general, informational purposes only; (b) is not tailored to the specific investment needs of any specific person or entity; and (c) should not be construed as investment advice. Boyar Research does not offer investment advisory services and is not an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”) or any other regulatory body. Any opinions expressed herein represent current opinions of Boyar Research only, and no representation is made with respect to the accuracy, completeness or timeliness of the information herein. Boyar Research assumes no obligation to update or revise such information. In addition, certain information herein has been provided by and/or is based on third party sources, and, although Boyar Research believes this information to be reliable, Boyar Research has not independently verified such information and is not responsible for third-party errors. You should not assume that any investment discussed herein will be profitable or that any investment decisions in the future will be profitable. Investing in securities involves risk, including the possible loss of principal. Important Information: Past performance does not guarantee future results.  Unlocking Investment Opportunities Since 1975 At the Boyar Value Group, we've dedicated nearly five decades to the pursuit of value on behalf of our clients. Founded in 1975, our firm has earned a reputation as a trusted source for uncovering undervalued opportunities in the stock market. To find out more about the Boyar Value Group, please visit www.boyarvaluegroup.com

This week on the Million Dollar Mastermind podcast, host Larry Weidel is joined by Orrin Klopper, Co-Founder and CEO of Netsurit, a managed IT, Cloud, and Security service provider (MSP).

Welcome to a special episode of Divorce and Beyond!! Airing right after Thanksgiving and just before Giving Tuesday 2023 on November 28th, we're revisiting a powerful episode titled "Sharing is Caring: How Philanthropy Can Help You Heal." In this replay, Susan Guthrie speaks with Caren Yanis, a philanthropy Sherpa, and former Oprah Winfrey Foundation Executive Director. Together, they explore the transformative power of giving, delving into how it can guide us through challenging times, including the complexities of divorce. This is a heartfelt conversation about how philanthropy intersects with divorce, families, the future, and beyond. Caren, now the principal of Croland Consulting, shares insights on building a culture of purpose and legacy for families, athletes, and celebrities.  Let this episode inspire you to embrace the spirit of generosity on Giving Tuesday.   Topics and Golden Nuggets include Divorce is a prime time to do something outward-focused with your children, such as giving. Philanthropy can help you heal from the trauma of a difficult divorce Engaging in the arts and using the arts to help other people is a fabulous way to elevate everybody **************************************** About this week's special guest: Caren Yanis Caren is the principal of Croland Consulting, a philanthropic advisory group that guides families, athletes, and celebrities in building a culture of purpose and legacy. She was Executive Director of the Oprah Winfrey Foundation and Oprah's Angel Network, (2000-2009) the height of the Oprah Winfrey Show.  She went on to become President of Crown Family Philanthropies in Chicago.  Caren's focus is on deepening intergenerational engagement and social impact using a variety of assets and strategies. Keynotes, podcasts, and panel discussions have included Family Business Magazine's Legacy and Wealth Conference, Yale's Philanthropy Conference, and the Society for Trust and Estate Planners annual and regional conferences. She has been a guest on podcasts including The Heart of Giving (Better Business Bureau), Denton's, Alliance Bernstein, and Family Business Magazine's Legacy and Wealth Conference.  She is an adjunct professor at Tulane University, the University of Chicago Booth School in their Private Wealth Management program, and at the Spertus Institute where she also mentors graduate students. University speaking engagements include Northwestern Law, NYU, Duke and Johns Hopkins. Caren chairs the board of The Poetry Foundation (which received a significant bequest from Ruth Lilly in 2002) and has guided it through meaningful organizational and governance change. She is an advisor to the Aubrey and Marla Dan Foundation, and to the (Deepak) Chopra Foundation, is a member of the Board of Visitors at the Lilly Family School of Philanthropy at Indiana University, and the Women's Philanthropy Institute, a research organization focused on trends in giving. In her spare time, Caren hosts salons that bring bold thinkers together for meaningful conversations. She has a passion for listening deeply, navigating challenges, and guiding people who have the potential to make the world a better place.  Caren Croland Yanis | Philanthropic Advising: caren@crolandconsulting.com  Caren's website: CrolandConsulting.com  Caren on Linkedin: http://linkedin.com/in/carenyanis ***************************************** Episodes and Resources mentioned in this episode: The Divorce & Beyond website is a great place to visit if you want more support and information as you move through your divorce and beyond.  We have links to all the latest episodes, show notes, and the most recent episode. Plus, you can sign up for the weekly newsletter, freebies, and downloadable resources.  Visit DivorceandBeyondPod.com today!  Singing ”Single Bells” This Holiday? Surviving the Solitary Season with Special Guest, Jenny Stevens  PoetryMagazine.org/EventsOffer:1 year of Poetry Magazine for $20. Regular price is $35.   Generosity Project: https://www.ted.com/talks/sasha_dichter_the_generosity_experiment  Women's Philanthropy Institute – The Women's and Girls Index: https://scholarworks.iupui.edu/bitstream/handle/1805/21010/wgi-infographic.pdf  Women's Philanthropy Institute -Women as Change Agents:  https://scholarworks.iupui.edu/bitstream/handle/1805/21440/change-agents-infographic.pdf  Women Moving Millions: https://womenmovingmillions.org/  Thresholds  - mental health and breaking the cycle of poverty: https://www.thresholds.org/  Friends of the Children – mentoring high risk children: https://friendschicago.org/about  Multiple Myeloma Research Foundation: theMMRF.org  ***************************************** THANK YOU TO OUR SPONSOR: SOBERLINK Thriving in divorce and beyond means not having to worry about the safety of your children when it comes to co-parenting. With alcohol abuse on the rise, many co-parents are turning to the system committed to providing proof, protection, and peace of mind. Soberlink's alcohol monitoring system is the most convenient, reliable, and reasonable way for a parent to provide evidence that they are not drinking during parenting time. Soberlink's real-time alerts, facial recognition, and tamper detection ensure the integrity of each test, so you can be confident your kids are with a sober parent. With Soberlink, judges rest assured that your child is safe, attorneys get court-admissible evidence of sobriety, and both parents have empowerment and peace of mind.  Pull back the curtain on the mysteries of parenting time and trust The Experts in Remote Alcohol Monitoring Technology™ to keep you informed and your kids safe and secure. To download the addiction and children resource page that I developed with Soberlink, visit www.Soberlink.com/Susan  ********************************************************************* SPONSORSHIP OPPORTUNITIES ARE AVAILABLE!  https://divorcebeyond.com/Sponsorship-Info ******************************************************************* MEET OUR CREATOR AND HOST: SUSAN GUTHRIE®, ESQ., the creator and host of The Divorce and Beyond® Podcast, is nationally recognized as one of the top family law and divorce mediation attorneys in the country.  Susan is the Vice Chair of the American Bar Association Section of Dispute Resolution and is a sought-after keynote speaker, business and practice consultant, coach and trainer. You can find out more about Susan and her services here:  https://neon.page/susanguthrie Internationally renowned as one of the leading experts in online mediation, Susan created her Learn to Mediate Online® program and has trained more than 25,000 professionals in how to transition their practice online.  Susan recently partnered with legal and mediation legend, Forrest "Woody" Mosten to create the Mosten Guthrie Academy which provides gold-standard, fully online training for mediation and collaborative professionals at all stages of their careers.   Follow Susan Guthrie and THE DIVORCE AND BEYOND PODCAST on social media for updates and inside tips and information: Susan on LinkedIn: https://www.linkedin.com/in/susaneguthrie/ Susan on Instagram @susanguthrieesq ********************************************************************* We'd really appreciate it if you would give us a 5 Star Rating and tell us what you like about the show in a review - your feedback really matters to us!  You can get in touch with Susan at divorceandbeyondpod@gmail.com.  Don't forget to visit the webpage www.divorceandbeyondpod.com and sign up for the free NEWSLETTER to receive a special welcome video from Susan and more!! ********************************************************************* DISCLAIMER:  THE COMMENTARY AND OPINIONS AVAILABLE ON THIS PODCAST ARE FOR INFORMATIONAL AND ENTERTAINMENT PURPOSES ONLY AND NOT FOR THE PURPOSE OF PROVIDING LEGAL ADVICE.  YOU SHOULD CONTACT AN ATTORNEY IN YOUR STATE TO OBTAIN LEGAL ADVICE WITH RESPECT TO ANY PARTICULAR ISSUE OR PROBLEM.

After eight years at the mike and 400+ Dentist Money™ Shows, we thought it was time to visit our archives and replay the podcasts that proved to be the most popular. 

 On episode #222, Reese introduces Matt Mulcock. If you've ever wondered how your money might be handled by a large asset management firm, Matt compares Dentist Advisors' holistic planning approach with the firms he worked for that mix product sales with financial advice. Get to know more about Matt—and hear why he jumped at the chance to work for Dentist Advisors. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Jake, and Rabih talk about the revenue trends we're seeing during the Q3 “earnings season”; why interest rates and home prices are both rising; and look into why the wealthy can't seem to buy happiness. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service. 

Louise and Nina Gunderson are more than just an incredibly successful advisor team at UBS Private Wealth Management—they're also mother and daughter.In a new episode of Head to Head, Louise and Nina join Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss running a team like a family, blazing new trails in financial services and working together to build multi-generational relationships to help clients achieve their goals.

Regardless of the business, customers expect a prompt response. This is even more crucial for a dental office where the majority of new patients sent to voicemail, put on hold, or not greeted appropriately, never call back! On this episode of the Dentist Money™ Show, Ryan welcomes Gary Bird, of SMC National, to talk about the unanswered calls problem—and how to solve it. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.  

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Taylor, and Rabih examine why interest rates continue to go up; look at what is causing student loan servicers to struggle getting their programs back up and running; and talk about entrepreneurial regrets.  Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service. 

Don't become a scary personal financial statistic! Here are 13 ghastly financial facts that should frighten you—and what you can do to avoid money's Grim Reaper. On this episode of the Dentist Money™ Show Ryan and Matt look at how Americans are handling their finances and why saving for retirement and for emergencies terrify those who can't seem to get their finances organized. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt and Rabih talk about the complex conflict in the Middle East; the historic alliances and treaties that led us here; and the impact war could have on geopolitics, economies, and markets. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service. 

A dentist works in the here and now. A consultant has to look to the near future. And an advisor thinks long term. Together they bring three unique perspectives that can help you navigate the many challenges dentists face. On this episode of the Dentist Money™ Show Ryan, Kiera Dent, and Dr. Ashley Joves discuss the value of workplace fun and what to do about rising team costs. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service. 

After eight years at the mike and 400+ Dentist Money™ Shows, we thought it was time to visit our archives and replay the podcasts that proved to be the most popular.  On episode #214, Reese and Ryan answered nine questions you should ask a financial advisor. Their responses give you an in-depth look at Dentist Advisors and why we've put our focus on dentists; the foundation for our investment philosophy; and how our fee structure is calculated, plus all of the services that are included with it.   Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service. 

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Victoria look at what could happen if consumer demand slows; the impact of Ozempic and other diet drugs on stocks; and why you should be wary of overconfident money managers.  Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service. 

When it comes to planning for an estate, it is not only what is needed for an orderly dispersion of assets when a person dies. That is just one facet! On this episode of the Dentist Money Show™ Ryan interviews Natalie Perry, JD, CPA, who covers the basics of estate planning, including what is needed for many major life events—birth, marriage, divorce, partnerships, and more. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.   

Kerry worked in the IT industry for over 24 years before retiringto join Bonnie full time in their multifamily business. His primary focus is acquisitions & dispositions.  Bonnie, on the other hand, worked in the financial investment industry for 30+ years with Merrill Lynch in Private Wealth Management. They began investing in multifamily in 2014, shortly after, Bonnie resigned from Corporate America to focus full time on acquiring, revitalizing and elevating multifamily communities.00:00  - Overcoming Fear and Taking Action in Real Estate Investing 04:53 - Taking Control of the Future: My Journey in Real Estate Investing 09:24 - A Wake-Up Call for Trusting Corporate America 13:35 - Improving Communities and Connecting Families: Overcoming Fear Through Action 17:47 - A Praying Moment that Holds a Big Leap of Faith for Listeners 22:28  - The Benefits of Being an Educated Multi-Family Real Estate Investor 27:05 - Balancing Action and Clarity in Real Estate Investing 31:28 - Serving Our Communities and Pockets: Lessons Learned From Real Estate Collaboration 35:55 - Overcoming Adversity in Multifamily Real Estate: An Interview with Bonnie and Carrie of Staples Multifamily 40:31 - Connect With Us on Our Latest Episode!  Learn more about the KREI Mastermind event in San Diego, CAAre you ready to break into commercial real estate investing? Are you looking for a christian community of peers and mentors to help you move quickly while avoiding expensive mistakes? If so, apply to be part of the Kingdom REI Mastermind! Click here to learn more. 

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Victoria examine the inflationary factors that are putting pressure on stock prices; why Americans spend and spend and spend some more; and how financial education affects money decisions. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.     

On this episode of the Dentist Money Show™ Ryan talks with Dr. Victoria Peterson, Productive Dental Academy CEO, at the 2023 PDA Productivity Workshop. Dentistry has seen unprecedented staffing shortages and the effect has brought on unforeseen challenges—lower production and falling profits for practices who cannot properly staff and keep their skilled team members. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.  

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Will look at the latest news on interest rates and inflation; examine tipping in American culture; and if you haven't had enough Taylor Swift, we've got just a little more. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service. 

On this episode of the Dentist Money Show™ Ryan joins with Kiera Dent on the Dental A Team podcast to outline how to set up a 401(k) retirement plan. The Dental A Team recently established a 401(k) and Kiera talks about the process—provider options; costs and fees; why she chose the Safe Harbor plan. It's everything you need to know if you're considering a 401(k) at your practice. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.  Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. The guest being interviewed on this episode is a client of Dentist Advisors. No cash or non-cash compensation was provided in connection with our guest's participation and his/her permission for Dentist Advisors to use, publish, stream, and broadcast all or part of this episode originally recorded on August 3, 2023, including the guest's favorable testimonial of Dentist Advisors. Dentist Advisors provides investment advisory services and other, non-advisory services for certain of its clients. The guest who participated in this episode provided the testimonial for Dentist Advisors' use without any payment or arrangement for compensation, discounts, or other benefits.

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Victoria talk about the effect of crude oil prices on inflation, detail the recent changes in 529 savings plans, and look into why younger adults are stressed financially. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.