Podcast appearances and mentions of raymond james

A couple had done everything right — dual income, debt-free, millions saved in tax-deferred accounts — and they were on track to hand $10 million to the IRS. Not because they made bad decisions, but because nobody had ever shown them what "doing everything right" actually costs without proactive planning.In this episode, Gabe sits down with Rob Bedinghaus, Ph.D., CFP® — founder of Bedinghaus Wealth Planning and author of Beyond the Numbers — to dig into the retirement planning conversations most advisors never have. Rob brings a teacher's instinct to every client meeting, and this episode reflects that: clear frameworks, real scenarios, and a perspective on legacy that goes well beyond the balance sheet.Listeners will walk away with a clearer picture of the income gaps retirees face, a practical mental model for surviving market volatility, and a compelling case for why tax planning and retirement planning are the same conversation.About Rob BedinghausRob Bedinghaus, Ph.D., CFP® is the founder of Bedinghaus Wealth Planning, an independent practice in Lebanon, Ohio affiliated with Raymond James. A second-generation financial advisor, Rob spent six years in higher education at Indiana University before joining his father's practice in 2015. He has worked with hundreds of families navigating retirement transitions, previously overseeing more than $130 million in client assets at Edward Jones before building his own independent firm. He is the author of Beyond the Numbers: Your Smart Guide to Retirement Income, Tax Efficiency, and Lasting Legacy.What We CoverWhy the shift from saving to spending is harder than most retirees expect — and how Rob helps clients break a 30-year saving mindsetThe bucket framework: how organizing money by time horizon keeps clients from panic-selling during market downturnsHow one couple's disciplined 401(k) savings had them on track for $700,000 in annual required minimum distributions and a projected $10 million lifetime tax billThe Roth conversion strategy that cut one couple's projected tax bill from $10 million to $2 millionWhat "living a legacy" means: giving while you're alive, seeing the impact, and passing values alongside wealthWhy qualified charitable distributions are one of the most underused tax tools for charitably-minded retireesResources MentionedBeyond the Numbers: Your Smart Guide to Retirement Income, Tax Efficiency, and Lasting Legacy by Rob Bedinghaus, Ph.D., CFP® — free e-copy available at beyondnumbersbook.comConnect withWebsite: bedinghauswealth.comBook website: beyondnumbersbook.comLinkedIn: linkedin.com/in/robbedinghausSupport the show

Investors digest cybersecurity earnings, AI developments and shifting risk appetite. Mandy Xu of Cboe explains how options traders are positioning and where speculative activity is building. Palo Alto Networks headlines earnings. Saket Kalia of Barclays breaks down the results and what they signal for cybersecurity spending, enterprise demand and the broader software landscape. Ulta and GitLab add fresh reads on the consumer and technology spending. A major conversation on AI in healthcare: our Kate Rooney sits down with Microsoft AI CEO Mustafa Suleyman and Mayo Clinic CEO Dr. Gianrico Farrugia to discuss how artificial intelligence is transforming medicine, research and patient care. Sunhaina Sinha of Raymond James discusses the capital raising environment and whether funding conditions are improving for companies and investors. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Brianne Gardner, portfolio manager & senior wealth manager at Velocity Investment Partners, Raymond James, shares her outlook on North American Equities.

According to the 2025 National Conversations in the Workplace Study, 85% of working Americans believe leaders should be held to a higher standard for communication and preparation. In today's workplace, leadership is no longer just about strategy or authority. It's about clarity, emotional intelligence, and the ability to create trust before pressure-filled moments arrive. People follow leaders who communicate with intention, empathy, and authenticity. On this episode, I'm joined by Sandy Gerber, an award-winning Certified Communication Coach, Emotional Intelligence Trainer, bestselling author, keynote speaker, and host of the Magnetic Communication Podcast. With more than 25 years of experience helping leaders and organizations transform the way they communicate, Sandy has become one of North America's leading voices on emotionally intelligent leadership and human connection. Sandy is the creator of Emotional Magnetism, a groundbreaking communication framework now taught in academic programs, implemented in leadership development initiatives, and published in three languages. Her internationally acclaimed book, Emotional Magnetism, has earned 24 international awards and continues to help readers strengthen relationships, deepen self-awareness, and communicate with more confidence and compassion. In this conversation, Sandy shares the deeply personal experiences that shaped her work, including rebuilding her life after two failed marriages, raising two children as a single mother, and scaling NEXT Marketing Agency from her bedroom into one of British Columbia's Top 100 Fastest Growing Companies. She explains how the same emotional intelligence and communication principles that transformed her personal life also became the foundation for her professional success in high-pressure industries like finance, technology, and construction. Throughout her career, Sandy has worked with globally recognized brands including A&W Food Services of Canada, Molson Coors Beverage Company, TELUS, British Columbia Lottery Corporation, Grand Marnier, Raymond James, and St. John Ambulance, helping organizations improve engagement, collaboration, workplace culture, and retention through emotionally intelligent communication strategies. Sandy also discusses the leadership lessons behind her proprietary frameworks including The EQ Switch, Connection Cues, Honest Questions, and Connected Conversations, and why emotional awareness has become one of the most valuable skills in modern leadership. Her insights reveal how leaders can navigate conflict more effectively, foster psychological safety, and create environments where people genuinely feel seen, heard, and understood. Recognized with honors including the 2025 Women of Influence Creative Innovator Award, the Fast Company World-Changing Ideas Award, the Women of Worth Award, the Real Leaders Impact Award, and the Transform Global Marketing Award, Sandy continues to inspire audiences through her coaching, speaking, podcast, and live experiences designed to help people communicate with more truth, compassion, and connection. This episode is a powerful conversation about leadership, resilience, emotional intelligence, and the life-changing impact of learning how to truly connect with others. And yes, you'll also hear why Sandy still considers winning a limbo contest at age 14 one of her proudest accomplishments.   For more information: https://sandygerber.com/ Discover More https://sandygerber.com/drift-quiz/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Javed Mirza, quantitative and technical strategist at Raymond James, shares his outlook on Canadian Stocks.

Lisa Detanna has spent decades helping families, founders and executives navigate wealth, markets and uncertainty - and in this episode of the Why Not Now? podcast, she joins Amy Jo Martin for a candid conversation about AI, investing, financial psychology and what the future of money may actually look like.   As Managing Director and Senior Vice President of Investments at Raymond James, Lisa has guided clients through multiple market cycles, economic shifts and technological revolutions.   Together, Amy Jo and Lisa unpack some of the biggest misconceptions surrounding artificial intelligence and the economy, including whether AI is truly replacing jobs, how companies are reallocating capital toward innovation, and why market volatility doesn't always mean panic.   They also explore the emotional side of money: behavioral finance, psychological safety, decision-making under pressure and how AI tools are beginning to help people better understand not just their finances, but their time, habits and energy.   You'll hear Lisa's practical insights on investing during periods of uncertainty, diversification, retirement planning, compounding wealth, longevity planning to age 120 (yes, 120!), and why staying informed matters more than reacting to headlines.   This episode is both grounding and forward-looking - a conversation about embracing change without losing perspective. If you've been trying to make sense of AI's impact on markets, careers, investing and everyday life, this discussion offers clarity, context and a refreshing dose of calm.    Learn more about Lisa here.    Amy Jo has a professional partnership with Lisa and her team at Raymond James via the Renegade Multi Family Office. If you'd like to learn more about working with Lisa, reach out to Amy Jo at amy@amyjomartin.com.   Amy Jo Martin speaks globally on Humanizing AI, Leadership, Decision-Making, and the Future of Work. Learn more about keynote topics and availability: amyjomartin.com/speaking   Learn more about Amy Jo: https://amyjomartin.com/ Get Amy Jo's newsletter: https://amyjomartin.com/newsletter Watch Amy Jo's Speaking Reel: https://amyjomartin.com/speaking   Follow Amy Jo… Instagram: https://www.instagram.com/amyjomartin/ X/Twitter: https://twitter.com/amyjomartin Facebook: https://www.facebook.com/AmyJoMartin/ YouTube: https://www.youtube.com/@AmyJoMartinRenegade Why Not Now? Instagram: https://www.instagram.com/whynotnow/ Buy Amy Jo's book: https://amyjomartin.com/book Follow Renegade Global: https://www.instagram.com/renegade_global

She helped advisors make the move for two decades. Then she had to make it herself. A headhunter called. Shannon said she would do a five minute call just to give a name. Several months later she was the new president of Ozark. This is not a story about being unhappy. Shannon loved Raymond James, still does and is still a shareholder. This is a story about a harder kind of decision: the one where everything is fine and something still pulls you toward more. The turning point came from advice she had already given her own daughter. Kaylee got into the Naval Academy while her friends headed to Florida State. Shannon told her: if you don't try this, you will be my age wondering what if. That same question came back when she was sitting with her own decision about Ozark. Now she is leading a firm that calls itself a four billion dollar startup. Ozark completed its Journey to One consolidation last summer, meaning it has only operated as a single unified firm for nine months. It is multicustodial, working with BNY, NFS, Schwab, and Investnet. And it is building a platform it describes as adaptable, designed to put new tools in front of advisors fast, including AI tools already in use across the firm. Frank and Shannon also get into what AI actually means for advisors. Not that it will replace them, but that advisors who use AI will pull ahead of those who do not. The advisor of the future will manage AI the way today's advisor manages a team of managers. And the thing that will matter most in that world is the one thing AI still cannot replicate: a real human being picking up the phone.   Questions answered in this episode include: How do you walk away from a firm you genuinely love after 22 years? What is the mental exercise that helped Shannon finally decide to join Ozark? Why did Ozark describe itself as a four billion dollar startup? What does multicustodial really mean for an advisor trying to grow their practice? How is AI changing the day to day work of a financial advisor? Will AI replace financial advisors? What does it look like for a firm to build a platform for the future rather than just the present?   Chapters: 1:00 - Introduction: Shannon Reid, President of Ozark 3:01 - The Conversation That Started Everything 6:44 - What If You Never Try 9:41 - Ozark: A $4 Billion Startup 11:03 - Journey to One and What Comes Next 14:29 - The Multicustodial Advantage 18:35 - AI and the Future of the Financial Advisor   Learn more about Elite and our resources: Elite Consulting Partners | Financial Advisor Transitions https://eliteconsultingpartners.com Elite Marketing Concepts | Marketing Services for Financial Advisors https://elitemarketingconcepts.com Elite Advisor Successions | Advisor Mergers and Acquisitions https://eliteadvisorsuccessions.com JEDI Database Solutions | Technology Solutions for Advisors https://jedidatabasesolutions.com Elite Wealth Management Insights Report https://eliteconsultingpartners.com/insight-report Listen to more Advisor Talk episodes https://eliteconsultingpartners.com/podcasts/

In "Reducing TCO Through Renewable Natural Gas" Joe Lynch and Scott Brinner, Vice President of RNG Solutions at Nopetro Energy, discuss how fleets can cut emissions while boosting their bottom line. Efficiency meets sustainability. About Scott Brinner Scott Brinner serves as the executive Vice President of RNG Solutions at Nopetro Energy, where he is responsible for developing and executing the division's strategy, business development and expansion. His prior experiences include working as a CPA with Ernst & Young, executive vice president, Corporate Development & Strategic Accounts, at OmniTRAX, and as an investment banker with Wells Fargo and Raymond James, where he advised companies in transportation/logistics and waste/environmental services. Scott has an MBA from the University of Chicago and received both a BS, in Accounting and Finance, as well as a Master's in Accountancy, from Miami University in Oxford, Ohio.  About Nopetro Energy Founded in 2008, Nopetro Energy is a vertically integrated energy leader focused on the production and distribution of renewable natural gas (RNG) for heavy duty transportation and industrial consumption. The company provides end-to-end energy and transportation management solutions, helping government agencies and companies strengthen fuel independence and create lasting economic value. Nopetro designs, builds, finances and operates both renewable natural gas production plants and fueling stations, allowing fleets to transition to this substantially less expensive, cleaner and domestically produced alternative to diesel. Visit www.nopetroenergy.com to discover how Nopetro is leading the way to a more energy-independent and financially predictable future. Key Takeaways: Reducing TCO Through Renewable Natural Gas In "Reducing TCO Through Renewable Natural Gas" Joe Lynch and Scott Brinner, Vice President of RNG Solutions at Nopetro Energy, discuss how fleets can cut emissions while boosting their bottom line. Efficiency meets sustainability. RNG as a Total Cost of Ownership (TCO) Driver: Unlike many "green" technologies that require a financial sacrifice, transitioning to Renewable Natural Gas can actually lower the total cost of ownership. While the trucks may have a higher upfront cost (roughly $70k–$90k more), the significantly lower and more stable fuel prices can lead to a payback period of just 2 to 3 years. The "Closed Ecosystem" of RNG: RNG is a vertically integrated solution that captures organic waste from landfills, dairy farms, and wastewater treatment plants. By cleaning these molecules and putting them into the pipeline, Nopetro turns a potential environmental pollutant into a high-performance fuel that can achieve zero or even negative carbon emissions. The Game-Changing Cummins X15N Engine: Historically, the trucking industry lacked an engine with the power and torque required for heavy-duty, 80,000+ lb loads. The new 15-liter natural gas engine from Cummins is a "workhorse" that matches diesel performance, range, and horsepower, removing the primary technical barrier for over-the-road fleets. Fuel Price Stability vs. Diesel Volatility: Because RNG is domestic and tied to stable natural gas indices rather than global oil markets, it protects fleets from "spikes" caused by international conflict. This allows for predictable budgeting and even the potential for long-term, fixed-price fuel contracts—unheard of in the diesel world. Proven Success in Adjacent Sectors: While OTR trucking is in the early stages of adoption, the waste management and transit industries have already proven the model. Nearly 50% of waste refuse trucks and 40% of transit buses in the U.S. now run on natural gas because it is more economical and easier to maintain. Infrastructure and "Behind the Fence" Solutions: Fleet owners don't have to wait for a public station on every corner. Nopetro specializes in building dedicated fueling stations directly at or near truck terminals. This "hub and spoke" approach ensures that dedicated routes have reliable, high-pressure fueling exactly where they need it. Sustainability as a Competitive Edge: Large shippers (the Scope 1 and Scope 3 emission-focused companies) are increasingly looking for "greener" partners. Trucking companies using RNG can offer a cleaner solution at the same or lower price than diesel, often securing longer-term contracts (5–7 years) by providing the carbon-neutral results that customers demand. Learn More About Reducing TCO Through Renewable Natural Gas Scott Brinner | Linkedin Nopetro Energy | Linkedin Nopetro Energy Nopetro Projects Nopetro Info Email The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube

From buying into a mismanaged family business on his mother's advice to selling at an incredibly high multiple to a PE-backed acquirer, Nate Collins shares how he built a transferable licensing company, what the post-exit "liminal period" really looks like, and why personal well-being is a greater predictor of company success than the reverse. In this episode of the DealQuest Podcast, host Corey Kupfer sits down with Nate Collins, a former CEO who managed a successful exit of his international theatrical licensing company to a large PE-backed music licensing company. Nate now works as a financial advisor and certified exit planning advisor at Raymond James, helping business owners, CEOs, and their families navigate exits both financially and emotionally. WHAT YOU'LL LEARN In this episode, you'll discover why switching from cash to accrual-based GAAP accounting early creates enormous buyer confidence, how cloud-based systems reduced licensing time from four weeks to four hours, and what makes a business truly transferable. Nate explains the "liminal period" that researchers have identified in post-exit CEOs, why feelings of worthlessness can persist for years even with significant wealth, and why a Dutch study found that personal well-being is a greater predictor of company success than the reverse. NATE'S JOURNEY Nate's path to business ownership started with a phone call from his mother. A privately held theatrical licensing company owned by about 16 different families had shares available. His mother owned some from her mother, and she told Nate he needed to buy in. By any professional investment standard, it made no sense. No dividends. An overpaid CEO. No reinvestment in the business. But he trusted his mother, the price was low, and he bought in. About eight years later, the existing CEO had to be fired, and Nate stepped into leadership. He had been working in private equity and investment banking on the capital markets side and held an MBA, but none of that fully prepared him for the CEO role. He describes himself as a CEO operator, not a CEO salesperson, someone who looked at the org chart upside down and focused on supporting the rest of the team rather than being the public face. Over eight to nine years, Nate transformed the company. He oversaw roughly a 97% attrition rate while rebuilding the team, switched to accrual-based GAAP accounting on his CFO's advice, and invested in a cloud-based tech stack that made the company fully remote in 2012, two weeks before Superstorm Sandy knocked out power in lower Manhattan. The company reduced licensing time from over four weeks to under four hours. When it came time to sell, the buyer, a music licensing company roughly ten times larger, adopted the entire tech stack for its own future growth. The company sold at what Nate describes as an incredibly high multiple. Then the real challenge began. THE LIMINAL PERIOD Nate references research by South African researchers who identified the "liminal period," the time between leaving one chapter and finding the next, marked by feelings of worthlessness, confusion, and depression. Nate experienced it for three to four years, with stretches where he would sleep only three or four hours a night, flooded with anxiety. He had significant money in the bank, was an expert in financial planning, and was still convinced he would be living out of the back of his car with his family in ten years. He talks about purpose, community, and identity as the elements that collapsed overnight. A business coach later helped him add a fourth dimension, health. Together, these capture what disappears when you sell. The purpose of supporting a team every day. The community of colleagues. The identity of being CEO. And the health foundation that gets undermined when income shifts from a regular paycheck to capital you don't know how to relate to. KEY INSIGHTS Exit readiness and operational excellence are the same pursuit. Nate didn't build cloud systems or switch to GAAP accounting to sell. He did it because he hated putting out fires. Every improvement that made the business better to run also made it dramatically more transferable and valuable. Purpose comes from relevance, not soul-searching. The advice to "go find a purpose" is too abstract. What works is finding where you are relevant to others, where your presence is improving someone's life. Personal well-being predicts company success. A Dutch study found that personal well-being was a greater predictor of company success than the reverse. Business owners who wait until after the exit to invest in their own health are leaving both fulfillment and business performance on the table. Wealth management has three legs, not one. Tax strategy and asset protection are as critical as investment management, especially for business owners whose wealth is concentrated in a single illiquid asset. Build community and purpose outside your business while you still have it. The people in your business will forget you existed the day after you sell. Relationships and meaning outside the company are how you avoid the worst of the liminal period. Perfect for business owners planning exits, entrepreneurs thinking about transferability, and founders who worry about what comes after the sale. FOR MORE ON THIS EPISODE https://www.coreykupfer.com/blog/natecollins FOR MORE ON NATE COLLINS LinkedIn: https://www.linkedin.com/in/nate-collins/ Company: https://www.raymondjames.com/founderwealthstrategies/events FOR MORE ON COREY KUPFER https://www.linkedin.com/in/coreykupfer/ https://www.coreykupfer.com/ Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast. Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today! Episode Highlights with Timestamps [00:03:23] - Introduction and bio [00:07:05] - First deal, buying into a family-owned licensing company on his mother's recommendation[00:09:19] - Transforming the company with 97% attrition and building a dynamic team[00:14:03] - How theatrical licensing works, from school plays to international tours [00:18:52] - Switching to accrual-based GAAP accounting and the impact on buyer confidence [00:20:25] - Cloud systems, surviving Superstorm Sandy, and reducing licensing time from four weeks to four hours [00:25:30] - Written processes and procedures as a transferability driver [00:30:04] - Being a CEO operator versus a CEO salesperson [00:32:12] - The liminal period, post-exit depression, and the smallest violin problem [00:36:08] - Losing purpose, community, and identity overnight after the sale [00:41:04] - Finding purpose through relevance to others [00:45:51] - Dutch study linking personal well-being to company success Guest Bio Nate Collins is a former CEO who managed a successful exit of his international theatrical licensing company to a large PE-backed music licensing company in 2019. The company was a mid-market business with roughly 100 employees and mid-eight figures in revenue. Before becoming CEO, Nate worked in private equity and investment banking. He now works as a financial advisor and certified exit planning advisor at Raymond James, helping business owners, CEOs, and their families with tax mitigation, estate planning, financial planning, and preparation for life after exit. He runs a quarterly business exit planning workshop and is completing a workbook to guide business owners through the exit process. Host Bio Corey Kupfer is an expert strategist, negotiator, and dealmaker with more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker deeply passionate about deal-driven growth. He is the creator and host of the DealQuest Podcast. Show Description Do you want your business to grow faster? The DealQuest Podcast with Corey Kupfer reveals how successful entrepreneurs and business leaders use strategic deals to accelerate growth. From large mergers and acquisitions to capital raising, joint ventures, strategic alliances, real estate deals, and more, this show discusses the full spectrum of deal-driven growth strategies. Get the confidence to pursue deals that will help your company scale faster. Related Episodes Dave Hersh: The Psychology Behind Successful Exits (referenced in this episode for the "smallest violin" concept around post-exit struggles) Episode 366 - Jodi Hume: Founder Exits and the Emotional Journey Behind Major Business Decisions Episode 328 - Richard Manders: Post-Exit Transitions and Finding Purpose After Selling Your Company Episode 302 - Laurie Barkman: Preparing for a Successful Exit with Business Transition Insights Episode 330 - Pete Mohr: Building Enterprise Value and Exit Readiness Keywords/Tags post-exit depression, liminal period, exit planning, business transferability, CEO identity crisis, company valuation drivers, personal well-being business success, accrual-based accounting, exit readiness, licensing business model, sell your business preparation, post-sale anxiety, purpose after exit, mid-market exit, roll-up acquisition, business systems documentation, cloud-based operations, wealth management entrepreneurs, tax strategy business owners, certified exit planning advisor

"The primary asset of any high-performance organization is not its capital, but the quality of the decisions made by its leaders. And quality decisions require a clear mind." — Ray DalioSunaina Sinha is Global Head of Private Capital Advisory at Raymond James, with $1.7 trillion in assets under management.In an industry where "red-lining" toward burnout is a badge of honor, Sunaina has spent 15 years honing a different weapon: radical stillness. Through a dedicated meditation practice, the finance executive has transformed mental fitness into a measurable business ROI, proving that composure is the ultimate competitive advantage in volatile markets.Sunaina has been recognized by the Wall Street Journal and Dow Jones as one of the most influential figures in private equity. She is also dual-degree graduate of Stanford and Harvard, a certified sommelier, and mother of three.In this episode:• The secret to high-stakes presence and productivity.• How to balance career with family.• The #1 way to start any important meeting.• Why the long game is the only game worth playing.Before we begin, the right bit of inspiration can completely change the trajectory of someone's life, so if there's a friend or loved one who needs to hear this episode or could use some help to Win the Day, share it with them right now.Let's WIN THE DAY with Sunaina Sinha!_

Send us Fan MailIn Episode of Coffee N5, Lara Schmoisman chats with Ilya Seglin, Managing Director at Raymond James. Ilya dives deep into the world of finance, explaining what it takes for a brand to raise growth capital or achieve a successful strategic exit. They discuss the reality of "alphabet soup" fundraising (Series A, B, and beyond) and why having a "forever brand" is the ultimate goal for major acquirers.• Key Topics Covered:The difference between Strategic Acquirers and Private Equity (The "Marriage vs. Divorce" analogy).When is the right time to stop self-funding and look for outside investors?The importance of unit economics, repeat purchase behavior, and product differentiation.Why a Sephora or Ulta launch could either make or destroy your business.The "Halo Effect": How digital data informs retail success.3 Things a brand should NEVER do when trying to scale.• About Ilya Seglin: Ilya Seglin is a seasoned investment banker specializing in the consumer and beauty sectors. With years of experience at firms like Raymond James, he has been a key player in some of the most significant deals in the industry. He helps founders navigate the complexities of raising capital, finding the right strategic partners, and preparing their businesses for long-term sustainability and eventual sale. Stay Connected with The DARL:  Instagram: thedarlagency  Facebook: thedarlagency  LinkedIn: about  X: https://x.com/thedarlagency  Website: https://thedarl.com/ Don't forget to like, comment, and subscribe for more expert advice on marketing, branding, and career growth!#MarketingCareer #CoffeeN5Podcast #IlyaSeglin #BrandExit #InvestmentBanking #BeautyIndustry #StartupFunding #DigitalMarketingAgency #TheDARL #BusinessGrowthlinkedin.comTHE DARL | LinkedInTHE DARL | 17,178 followers on LinkedIn. We are breaking the rules. We are raising the bar. | We are a boutique agency that's breaking the rules and raising the bar. We are visionaries who love challenges. We are creative without limits.The Darl (@thedarlagency) on XAs a boutique marketing and production agency, we offer a dynamic approach to the new digital media era.X (formerly Twitter)The DarlIntegrated MarketingThe No-Agency Agency means lean, agile, and transparent marketing built for your brand's success.Support the show

In this episode, Nate Collins from Raymond James shares insights on how sophisticated capital evaluates companies beyond revenue and EBITDA, emphasizing the importance of building a scalable, well-structured business to attract premium valuation and prepare for liquidity events.

CONVENTION SPONSORS: Bird Dog Whiskey and Cocktails, Benelli, & Raymond James.The Ducks Unlimited National Convention is more than a meeting — it's a celebration of people, conservation, and one of the greatest fundraising achievements in conservation history.In this episode, host Jimbo Robinson is joined by DU President Bob Spoerl, National Convention Chair Jared Brown, and Managing Director of National Conferences Pattie Kempka for a full preview of the 2026 Ducks Unlimited National Convention in Tampa, Florida. From opening night at the Florida Aquarium to the culmination of DU's historic $3‑billion conservation campaign, this conversation breaks down why the national convention is unlike any DU event at the state or local level.The group walks listeners through the full week — fishing tournaments, conservation tours, business sessions, recognition events, keynote speakers, and the energy that comes with gathering more than a thousand committed DU volunteers and supporters in one place.Whether you're a longtime volunteer, a first‑time convention attendee, or someone who has supported DU in any way over the past few years, come hear why Tampa is the place to be!REGISTER NOW! @ Convention.ducks.orgSPONSORS:Purina Pro Plan: The official performance dog food of Ducks UnlimitedWhether you're a seasoned hunter or just getting started, this episode is packed with valuable insights into the world of waterfowl hunting and conservation.Bird Dog Whiskey and Cocktails:Whether you're winding down with your best friend, or celebrating with your favorite crew, Bird Dog brings award-winning flavor to every moment. Enjoy responsibly.

This hour: David Faber, Sara Eisen, and Michael Santoli kicked off the hour with the latest takeaways from earnings before diving into the market outlook with Piper Sandler's Chief Investment Strategist. Plus: how to trade Tesla as shares fall post-results with one analyst forecasting more pain to come... and a deep-dive on the health of the economy with the CEO of Raymond James, fresh off record numbers from their company.  Elsewhere this hour: exclusive results from CNBC's latest All-America Survey, exclusive comments from IBM's CEO, and more on software's  slump in the early trade... And don't miss a discussion on whether AI's future is open source with the CEO of Nvidia-backed AI company 'Reflection'.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, we break down what growth stocks and value stocks really are, why they behave differently, and why investors often get tripped up trying to choose between them. Alex starts with the basics. Growth stocks are companies that are expected to increase earnings or revenue faster than the overall market. These businesses usually reinvest heavily into expansion, new products, or new markets, which means they often pay little or no dividend. Investors are usually willing to pay more for these companies today because of what they may become in the future. That potential can create strong upside, but it also makes growth stocks harder to value and often more volatile. We then contrast that with value stocks. These are usually more established businesses that trade at lower valuations relative to earnings or fundamentals. They tend to have steadier cash flow, more mature business models, and in many cases they return profits to shareholders through dividends. Value investing is usually less about big future expectations and more about what an investor is paying for right now. These stocks can feel less exciting, but that stability and predictability are often part of the appeal. From there, we explain why neither style is always better. Growth tends to do well when interest rates are low, optimism is high, and investors are more comfortable paying for future earnings. Value tends to hold up better when rates are higher, inflation is a concern, and investors care more about present cash flow and valuation discipline. Market leadership rotates because the economic environment changes, investor sentiment changes, and pricing changes with it. The heart of the episode is the warning against trying to time those rotations. Often, investors chase whatever has been working recently, only to shift right before leadership changes. The last several years have shown exactly how quickly that can happen, with growth leading, then value, then growth again, and now value showing strength in early 2026. That kind of movement feels obvious only in hindsight. The main takeaway is simple. Instead of trying to guess which style will win next, we are better served by owning a mix of both. A balanced portfolio, combined with regular rebalancing, creates discipline. It helps trim what has recently run up and add to what has lagged. That reduces performance chasing and keeps the portfolio aligned over time.  As always, successful investing is usually less about prediction and more about structure, patience, and staying diversified. You can always email Alex and Ed at info@birchrunfinancial.com or give them a call at 484-395-2190.Or visit them on the web at https://www.birchrunfinancial.com/Alex and Ed's Book: Mastering The Money Mind: https://www.amazon.com/Mastering-Money-Mind-Thinking-Personal/dp/1544530536 Any opinions are those of Ed Lambert Alex Cabot, financial advisors, RJFS, and Jon Gay, and not necessarily those of RJFS or Raymond James. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. There is no assurance any of the trends mentioned will continue or forecasts will occur. The information has been obtained from sources considered to be reliable, but Raymond James does not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. The examples throughout this material are for illustrative purposes only. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. Diversification and asset allocation do not ensure a profit or protect against a loss. Past performance is not indicative of future returns. CDs are insured by the FDIC and offer a fixed rate of return, whereas the return and principal value of investment securities fluctuate with changes in market conditions. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. Stock Market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. This information is not intended as a solicitation or an offer to buy or sell any security referred to herein. Future investment performance cannot be guaranteed, investment yields will fluctuate with market conditions. International investing involves special risks, including currency fluctuations, differing financial accounting standards, and possible political and economic volatility. There is an inverse relationship between interest rate movements and bond prices. Generally, when interest rates rise, bond prices fall and when interest rates fall, bond prices generally rise. Investing in small cap stocks generally involves greater risks, and therefore, may not be appropriate for every investor. The prices of small company stocks may be subject to more volatility than those of large company stocks. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Birch Run Financial is not a registered broker/dealer and is independent of Raymond James Financial Services. Birch Run Financial is located at 595 E Swedesford Rd, Ste 360, Wayne PA 19087 and can be reached at 484-395-2190. Any rating is not intended to be an endorsement, or any way indicative of the advisors' abilities to provide investment advice or management. This podcast is intended for informational purposes only.Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors.Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users or members. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Longevity Planning with Eliot Weissberg Hosts Brad and Cory speak with Eliot Weissberg of The Investors Center Our guest on this episode is Eliot Weissberg. Eliot is President of The Investors Center, a financial planning and longevity planning practice. Their goal is to guide people to discover and leverage their capacity to age confidently, in part by utilizing "TimeLining" which Eliot created and trademarked in 2009. Eliot is a CFP and a CAPS (Certified Aging in Place Specialist). He is a member of the National Aging In Place Council (NAIPC) and the MIT AgeLab They discuss:  What a Certified Aging in Place Specialist is  Longevity planning and how it can help grow your business  How to implement an investment strategy to compliment longevity, and to what age Contact Eliot: www.theinvestorscenter.com     Eliot Weissberg, CFP®, CAPS is a Branch Manager with Raymond James Financial Services and President of The Investors Center. He can be reached at 860-677-8808 / 70 E Main St. Ste 5, Avon CT, 06001. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James  Financial Services Advisors, Inc. The Investors Center is not a registered broker/dealer and is independent of Raymond James Financial Services.

So, what is next for this record setting rally? We discuss with Partners Group's Anastasia Amoroso. Plus, airline analysts are cutting their forecasts ahead of a busy week of earnings for the sector. We discuss with top analyst Savanthi Syth from Raymond James. And, Capital Wealth Planning's Kevin Simpson breaks down his latest trades. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Every firm says they have great culture. Very few can back it up. Raymond James can. And in this episode, they explain exactly how. Frank LaRosa sits down with Jodi Perry, Head of Advisor Recruitment and Business Development and Todd Ferguson, Chief Information and Security Officer at Raymond James, for a wide ranging conversation recorded live at the Ignite Conference. The group breaks down what it really means to put the advisor in the driver's seat, why the freedom versus independence distinction matters more than most advisors realize and how Raymond James has been doing for 25 years what other firms are only now starting to talk about, including putting the advisor's ownership of their business in writing through the Advisor Bill of Rights. The conversation also gets into AI and technology in a way you will not hear anywhere else. The group breaks down how Raymond James is investing $1 billion in technology to give advisors more time for the relationship side of the business, how their opportunities platform surfaces client service gaps before they become problems and what every advisor needs to know about protecting their clients from bad actors and digital fraud in today's environment.   Questions answered in this episode include: Why is Raymond James a strong option for financial advisors right now regardless of where they are in their career? What is the difference between freedom and independence at Raymond James? What is the Advisor Bill of Rights and why does no other W2 firm offer it? How is Raymond James investing $1 billion in technology to help advisors grow their practices? Will AI reduce headcount in an advisory practice or expand its capacity? What should advisors do right now to protect their clients from bad actors and digital fraud? How does Raymond James approach advisor recruiting differently from other firms?   Chapters: 01:02 – Welcome: Ignite Conference Edition with Jodi Perry and Todd Ferguson 02:03 – Why Raymond James Now: Flexibility Across Every Stage of an Advisor's Career 03:38 – Culture Is Experiential: What That Really Means at Raymond James 05:31 – Freedom vs Independence: Why W2 at Raymond James Is Different 08:29 – The Advisor Bill of Rights: Putting Ownership in Writing 10:46 – AI and Technology: How Raymond James Is Using a $1 Billion Investment 15:57 – Bad Actors and Cybersecurity: What Every Advisor Needs to Know 25:20 – Quality Over Quantity: How Raymond James Thinks About Growth   Learn more about Elite and our resources: Elite Consulting Partners | Financial Advisor Transitions https://eliteconsultingpartners.com Elite Marketing Concepts | Marketing Services for Financial Advisors https://elitemarketingconcepts.com Elite Advisor Successions | Advisor Mergers and Acquisitions https://eliteadvisorsuccessions.com JEDI Database Solutions | Technology Solutions for Advisors https://jedidatabasesolutions.com Elite Wealth Management Insights Report https://eliteconsultingpartners.com/insight-report Listen to more Advisor Talk episodes https://eliteconsultingpartners.com/podcasts/

Most financial plans cover the numbers, but what about everything else? In this episode, Patti Brennan welcomes Frank McAleer, Key Financial's new Vitality Planning specialist, to introduce a concept that goes far beyond the balance sheet. Drawing on his personal caregiving experience and years of longevity planning at Raymond James, Frank explains why being financially prepared is only half the equation. Together, Patti and Frank explore the resources, tools, and conversations that help clients age with confidence. From aging-in-place assessments to Medicare navigation, family organization, fraud protection, and the MIT AgeLab's research on thriving in retirement, this episode is packed with resources you don't want to miss.

Raymond James sees more growth opportunities ahead for Okta Inc. (OKTA), according to the firm's latest upgrade on the company. Diane King Hall adds that dissipating headwinds and AI trends offer a bigger runway for the cybersecurity firm. It's a stark contrast from Flutter (FLUT), which got a double downgrade from Citi. Diane notes another downgrade on PayPal (PYPL) to neutral from outperform. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In this episode of Carlsbad: People, Purpose and Impact, host Bret Schanzenbach welcomes JP Witkop, Vice President at Raymond James & Associates.JP shares his journey from Rochester, New York to Carlsbad, California, including his background as a collegiate hockey player and how those connections helped launch his career in financial advising. He discusses his transition from research and corporate finance into building his own advisory practice and now leading the Carlsbad office for Raymond James.The conversation highlights what sets Raymond James apart, including its advisor-first culture, flexible business models, and strong emphasis on independence and entrepreneurship. JP also discusses the firm's growth strategy on the West Coast and its commitment to community engagement in Carlsbad.Additionally, JP shares insights into his evolving focus on helping business owners navigate exit planning, leveraging Raymond James' investment banking and wealth management capabilities.Whether you're a business owner, financial professional, or Carlsbad local, this episode offers valuable insight into leadership, growth, and building a meaningful career. Did this episode have a special impact on you? Share how it impacted youCarlsbad Podcast Social Links:LinkedInInstagramFacebookXYouTubeSponsor: This show is sponsored and produced by DifMix Productions. To learn more about starting your own podcast, visit www.DifMix.com/podcasting

Part 2 - Host Neville James shifts from infrastructure updates to a political discussion with Raymond James from Rattan Poll, exploring early public sentiment ahead of an open gubernatorial race. The conversation examines polling data, potential candidates, key voter issues like the economy and healthcare, and the impact of party dynamics and recent controversies on the political landscape.

While the Bucs may have to find a new home for a year w/ the possible Raymond James renovation, USF will NOT be 1 of those places, the Rays may have found a loophole in a recent half-cent tax, that could be used to give this new Rays Ownership exactly what they want to keep the Rays in Tampa Bay

With the new ownership group for the Rays looking at wanting to be next door neighbors to the Bucs...it is a little convenient that NOW is the time, the Buccaneers are calling on the county to help with their renovation on Raymond James. Nick talks about how the stadium needs some renovations b/c the home field advantage matters on the field. Nick believes that this is interesting timing by the Glazers to ask for that money now

Marley Kayden covers the latest analyst upgrade on Walt Disney (DIS). Raymond James lifted the stock to Outperform from Market Perform, citing a “very attractive valuation.” Scott Bauer sells an iron condor example options trade on Walt Disney.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

What are bonds? This is the next part of our ongoing breakdown of core investing building blocks, following stocks and gold in January and February, respectively. Bonds are often misunderstood, but at their core they are simple. Ed starts us off with the basics. A bond is a loan. When we buy a bond, we lend money to a government, corporation, or municipality. In return, they pay us interest over time and return our principal at maturity. Unlike stocks, we are not buying ownership or growth. We are buying predictability and stability. Next, the key components of a bond: We cover principal, which is typically $1,000 per bond, the coupon, which is the interest payment, and maturity, which is when we get our money back. Longer maturities usually come with higher interest because they carry more uncertainty. We also highlight a critical concept. Bond prices and interest rates move in opposite directions. When rates rise, bond prices fall. When rates fall, bond prices rise. This helps explain why bonds struggled in 2022 and how they can recover when rates decline. Why do bonds exist? From the issuer's side, they are a way to raise money for spending, projects, or refinancing debt. From the investor's side, bonds provide steady income, lower volatility than stocks, and diversification within a portfolio. They help create balance and reduce overall risk. Alex then explores different types of bonds. We cover U.S. Treasuries, municipal bonds, and corporate bonds. Treasuries are considered the safest. Municipal bonds can offer tax advantages. Corporate bonds provide higher yields but come with more risk. Further, within corporate bonds, we distinguish between investment grade and high yield, or junk bonds, which carry greater default risk but higher potential returns. We also explain the risks involved. These include credit risk, interest rate risk, reinvestment risk, and inflation risk. While bonds are more stable than stocks, they are not risk free. Understanding these risks is essential for proper portfolio planning. Finally, we emphasize the role bonds play in a portfolio. They provide income, stability, and psychological comfort during market volatility. They help investors stay disciplined and avoid emotional decisions.  Bonds may not be "exciting," but they can be a key portfolio piece  for balance and long term success. You can always email Alex and Ed at info@birchrunfinancial.com or give them a call at 484-395-2190.Or visit them on the web at https://www.birchrunfinancial.com/Alex and Ed's Book: Mastering The Money Mind: https://www.amazon.com/Mastering-Money-Mind-Thinking-Personal/dp/1544530536 Any opinions are those of Ed Lambert Alex Cabot, financial advisors, RJFS, and Jon Gay, and not necessarily those of RJFS or Raymond James. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. There is no assurance any of the trends mentioned will continue or forecasts will occur. The information has been obtained from sources considered to be reliable, but Raymond James does not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. The examples throughout this material are for illustrative purposes only. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. Diversification and asset allocation do not ensure a profit or protect against a loss. Past performance is not indicative of future returns. CDs are insured by the FDIC and offer a fixed rate of return, whereas the return and principal value of investment securities fluctuate with changes in market conditions. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. Stock Market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. This information is not intended as a solicitation or an offer to buy or sell any security referred to herein. Future investment performance cannot be guaranteed, investment yields will fluctuate with market conditions. International investing involves special risks, including currency fluctuations, differing financial accounting standards, and possible political and economic volatility. There is an inverse relationship between interest rate movements and bond prices. Generally, when interest rates rise, bond prices fall and when interest rates fall, bond prices generally rise. Investing in small cap stocks generally involves greater risks, and therefore, may not be appropriate for every investor. The prices of small company stocks may be subject to more volatility than those of large company stocks. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Birch Run Financial is not a registered broker/dealer and is independent of Raymond James Financial Services. Birch Run Financial is located at 595 E Swedesford Rd, Ste 360, Wayne PA 19087 and can be reached at 484-395-2190. Any rating is not intended to be an endorsement, or any way indicative of the advisors' abilities to provide investment advice or management. This podcast is intended for informational purposes only.Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors.Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users or members. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Enlightened Family Business Podcast Ep. 156: The Hollow Win: What a $30M Exit Taught One CEO About Money, Purpose, and What Actually Matters with Nate collins   In this episode of the Enlightened Family Business Podcast, host Chris Yonker, interviews Nate Collins, of Raymond James on why family businesses should prepare for a potential sale even if they have no intention to sell. Collins shares his experience taking over a 170–180-year-old New York City licensing company owned by 16 families, receiving an unsolicited offer, and completing a financially strong but imperfect exit due to limited preparation and lack of independent board oversight. They discuss reducing key-person risk, documenting processes, upgrading accounting and systems, strengthening management teams, and regularly revisiting future org needs as markets change. Collins emphasizes clarifying business, personal, and financial goals; using advisors as investments; and starting with an exit planner to coordinate M&A, legal, tax, and wealth planning. He also addresses post-exit purpose, community, and wellbeing, and offers a free quarterly exit planning workshop.   ·       02:35 Meet Nate Collins ·       03:59 Running a Multi Family Firm ·       05:53 The Unplanned Sale Lessons ·       09:40 Build to Be Transferable ·       15:45 Succession Org Planning ·       18:28 Next Gen Reality Check ·       23:00 Assemble the Exit Team ·       26:04 Wealth Without Ruin ·       29:53 Purpose After the Exit ·       37:46 Resources and Farewell Websites: ·       fambizforum.com. ·       www.chrisyonker.com ·       Raymondjames.com ·       Linkedin: @nate-collins   Nate Bio: Nate is a former CEO who managed a successful exit to a large, PE-backed media company. He now works with a limited number of business owners, CEOs, and their families to help ensure they are achieving their financial goals. As a Financial Advisor and Certified Exit Planning Advisor, he provides in-depth tax mitigation and estate planning strategies, as well as financial planning and investment management. Nate helps owners understand exit readiness and options, wealth transfer, gain family alignment, and prepare for "life after exit."  

Episode 352 Notwithstanding President Trump's efforts to slow the growth of renewable energy, the US/Israeli attack on Iran has given the green revolution a huge boost. In response to the war in Iran, the Islamic Republic has stopped almost all traffic in the Strait of Hormuz, a waterway through which one-fifth of global oil and one-fifth of seaborne gas supplies pass. They've also struck oil and gas fields with drones and missiles. This has given countries a much-needed wake-up call, showing just how precarious it is to rely so heavily on foreign states for energy security. As the cost of oil jumps from $70 to more than $100 a barrel, many countries are looking to produce more energy closer to home, accelerating plans to transition to clean and renewable energy. Rowan Hooper and Alec Luhn discuss whether this is the beginning of the end for fossil fuels. Also hear from Pavel Molchanov from Raymond James & Associates and Sam Butler-Sloss from Ember. Chapters (00:00) Intro - War in Iran speeds up the clean energy transition (00:59) A precedent set by the Ukraine/Russia war (02:27) Asia's wake-up call (03:20) Are smaller countries pivoting to renewables already? (04:24) An energy security issue (07:16) Why oil is being impacted more than gas (08:56) Could China win big from this? (14:17) The impact on nuclear energy (15:57) When will countries give up fossil fuels for good? (18:05) The political will is shifting To read more about these stories, visit https://www.newscientist.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

In recognition of International Women's Month, I'm releasing a montage of advice from some of the most accomplished women in our industry.   These remarkable leaders have navigated one of the most demanding and historically male-dominated corners of business and have done it with conviction, resilience, and extraordinary leadership.   If you're a young professional, a student considering this industry, or a leader developing the next generation of talent, this episode is worth your time.   Sunaina Sinha - Global Head, Private Capital Advisory, and Senior Managing Director, Raymond James https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000667167867   Shannon Zoller - Founder, Tephra Advisors https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000552841977   Neha Markle - Managing Director, Morgan Stanley https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000633494095   Caroline Stevens - Investor, MPK Equity Partners https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000597747344   Chrisanne Corbett - Managing Director, KPMG https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000432826264   Deborah Smith - Co-Founder and CEO, The CenterCap Group https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000557619821   Devon Kirk - General Partner, Portage Capital Solutions  https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000658066071   Franny Jones - Partner, Investor Relations, The Sterling Group https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000452341799   Gina Luna - Partner, GP Capital https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000555838972   Gretchen Perkins - Partner(Origination), Avance Investment Management https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000453890941   Kristin Johnson - Managing Director, Altamont Capital Partners https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000726285319   Lauren Moohalland - Waypoint Ridge Capital https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000468986627   Lucy Heintz - Partner, Head of Energy Infrastructure, Actis https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000701104377   Michelle Noon - Founder and Managing Partner, Clearhaven Partners https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000733152917   Neda Vakilian - Partner, Actis https://podcasts.apple.com/us/podcast/private-equity-fast-pitch/id1359329939?i=1000713638680

Nvidia is on pace for its worst day since last April, but Deepwater Asset Management is staying bullish. More than 50,000 layoffs were tied to AI in 2025, but are companies merely using it as a scapegoat for job cuts? Plus, the software stocks Raymond James says are poised for short-term bounce. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with some alternative data points around AI disruption fears - before breaking down where Piper Sandler thinks you should put money to work with their Chief Strategist. Plus: Wall Street takeaways from last night's State of the Union Address with Raymond James' policy head... and more on how to trade Nvidia ahead of results tonight.    Also in focus: a morning of huge movers in the spanning earnings and media news... What NFL negotiations have to do with it - along with the latest developments in the fate for Warner Brothers Discovery, including details on Paramount's newest offer... And hear a read on EV demand with the interim CEO of Lucid - who joined the team fresh off quarterly results there.    Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

HousingWire brought leading housing economists and capital markets experts to Dallas for the Housing Economic Summit with one goal: translate charts and forecasts into what actually matters for professionals trying to close deals every day. In this episode, John Toohig of Raymond James breaks down whole loan trading—the buying and selling of unsecuritized mortgages—and explains why understanding liquidity on the back end is now just as important as originating the loan itself. As originators adjust to life after the 2021–2022 refinance boom, John outlines where the real opportunities are today: HELOCs, second liens, ARMs, and purchase loans—especially in a market full of “trapped equity.” He also explains why mortgage credit is historically clean (perhaps too clean), why banks are re-entering the ARM market, which loan types are hardest to sell in the secondary market, and what separates lenders who consistently move loans from those who struggle with due diligence. For originators, capital markets teams, and executives navigating 2026, this episode turns macro signals into actionable insight. Here's a glimpse of what you'll learn: Whole loan trades are faster and simpler than securitization HELOCs and second liens represent major opportunity amid trapped equity Banks are returning — especially in ARMs Credit is extremely “clean,” perhaps tighter than necessary Organized files and disciplined underwriting drive repeat investor demand Related to this episode: John Toohig's Bio John Toohig's LinkedIn The Power House podcast brings the biggest names in housing to answer hard-hitting questions about industry trends, operational and growth strategy, and leadership. Join HousingWire's Zeb Lowe every Thursday morning for candid conversations with industry leaders to learn how they're differentiating themselves from the competition. Hosted and produced by the HousingWire Content Studio.

AI isn't the dystopia. Misvaluing the human elements is.After an AI announcement from Altruist introducing advanced tax planning automation, wealth management stocks like Charles Schwab, Raymond James, and LPL Financial fell sharply. The narrative formed quickly: AI is replacing financial advisors.That interpretation misses something deeper.In this episode of Financial Harmony™, Dr. Preston Cherry interprets what the AI disruption narrative reveals about how we define financial advice — and where mistrust in the 1% AUM model actually comes from.This is not a defense of advisors. It's a redefinition of value.Topics addressed:• Is AI replacing financial advisors? • What AI automation actually changes in financial planning • Why the 1% AUM debate is about more than price • Flat-fee vs AUM alignment • Why high-income investors still seek human advice • What people actually want from a financial advisor • How AI affects retirement planning confidence • The difference between efficiency and relational accountabilityResearch consistently shows:• Investors working with advisors report higher financial confidence. • Advised households feel more retirement preparedness. • Behavioral guidance prevents costly emotional decisions. • Affluent investors prioritize clarity and complex decision support over performance chasing.AI removes friction.It improves pace.It does not replace trust, context, or interpretive clarity.If we define financial advice as spreadsheets, AI is a threat.If we define it as navigating ambiguity, AI becomes leverage.Financial advice has never been about beating the market.It's about helping people live with their financial decisions.This episode examines:• Advisor trust and fee alignment • Why compensation structure impacts perceived value • The real drivers behind AUM mistrust • Whether automation strengthens or weakens fiduciary advice • What happens when efficiency is mistaken for value

Jittery investors continue to punish stocks of companies that may (or may not) face major disruption from artificial intelligence. Last week, it was software firms, then insurance brokers. Now, it's financial brokerages that offer people planning advice — the likes of Charles Schwab, Raymond James, and Ameriprise. But what's lost when we lose human capabilities in financial services? Plus, U.S. allies like Canada and the U.K. are increasingly turning to China for trade deals.

Jittery investors continue to punish stocks of companies that may (or may not) face major disruption from artificial intelligence. Last week, it was software firms, then insurance brokers. Now, it's financial brokerages that offer people planning advice — the likes of Charles Schwab, Raymond James, and Ameriprise. But what's lost when we lose human capabilities in financial services? Plus, U.S. allies like Canada and the U.K. are increasingly turning to China for trade deals.

La produzione industriale chiude il 2025 in calo per il terzo anno consecutivo, nonostante il rimbalzo di dicembre (+3,2% su base annua), che limita la frenata complessiva a pochi decimali. L'Istat registra a dicembre un -0,4% su novembre, ma un quarto trimestre in crescita dello 0,9% rispetto ai tre mesi precedenti. La ripresa tendenziale è sostenuta soprattutto dalla farmaceutica (+24%), dai mezzi di trasporto e dai prodotti in metallo e gomma plastica, con un forte rimbalzo degli autoveicoli (+35%) su un confronto molto debole. Restano invece in calo chimica, tessile abbigliamento e legno. Il 2025 migliora nella seconda parte dell'anno, ma il fatturato globale dell'industria, stimato a 1.122 miliardi da Prometeia e Intesa Sanpaolo, cresce solo dello 0,2%, insufficiente a recuperare il calo del 2024. In questo contesto il Nord, e in particolare il Bellunese, guarda alle Olimpiadi come volano di sviluppo. La presidente di Confindustria Belluno Dolomiti, Lorraine Berton, richiama i giovani a cogliere l'occasione dei Giochi come opportunità di crescita sostenibile per il territorio montano. Un segnale arriva dal distretto dell'occhialeria: a Cortina nasce Innovereye, primo centro globale dedicato all'adozione concreta di AI e digitalizzazione nella filiera eyewear, inserito nel progetto Dolomiti Innovation Valley per attrarre investimenti e talenti. Ci raggiunge nei nostri studi a Belluno Lorraine Berton, presidente di Confindustria Belluno Dolomiti e presidente del Gruppo Tecnico Olimpiadi, Grandi Eventi ed Economia della montagna di Confindustria.Governo a lavoro sull'atteso decreto energiaIl governo prepara un decreto energia atteso dalle imprese, mentre Confindustria torna a segnalare l'urgenza di interventi per ridurre i costi che penalizzano la competitività italiana. Il presidente Orsini avverte che l'energia spinge multinazionali a investire altrove, citando il caso Stellantis in Spagna. Il ministro Urso conferma che il provvedimento sarà esaminato dal Consiglio dei ministri la prossima settimana, con misure strutturali a sostegno dell'industria e un necessario coordinamento europeo. Secondo le anticipazioni, il decreto varrebbe circa 3 miliardi e punterebbe a ridurre il costo del gas per la produzione elettrica, con benefici per imprese e famiglie a basso reddito. Tra le ipotesi: sterilizzare il differenziale tra Ttf e Psv e spostare alcuni oneri del gas sulla bolletta elettrica. Le coperture arriverebbero dalla vendita di gas nelle disponibilità di Snam e Gse e, in parte, dalle quote CO2. Restano incognite sulla compatibilità europea e sul rischio di disincentivare le importazioni in fasi di tensione. Per questo si rafforzerebbe anche il meccanismo della gas release, con sfruttamento calmierato delle riserve nazionali a favore delle imprese energivore. Ne parliamo con Celestina Dominelli, Il Sole 24 Ore.L'AI scatena le vendite sul risparmio gestitoI mercati puniscono i titoli del risparmio gestito dopo il lancio di un nuovo strumento di intelligenza artificiale che riaccende i timori di automazione del settore. Negli Stati Uniti operatori come Charles Schwab e Raymond James perdono fino al 9%, con effetti a catena in Europa: a Milano crollano Fineco, Banca Generali, Mediolanum e Azimut, mentre scendono anche i principali gruppi europei e bancari. Il catalizzatore è l'annuncio della fintech Altruist, che ha introdotto una funzione di pianificazione fiscale basata su AI capace di analizzare documenti e generare strategie personalizzate. Il selloff riflette una paura più ampia: che l'intelligenza artificiale ridisegni il modello di business dei servizi professionali, come già visto nelle scorse settimane su software, assicurazioni e consulenza legale. Gli investitori temono una compressione dei margini e un'accelerazione della concorrenza tecnologica in un settore finora protetto dall'elevata componente umana. Il commento è affidato a Giacomo Calef, responsabile per l'Italia di NS Partners.

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über sprunghafte Anleger, das krasse Cloudflare-Versprechen und ein furioses Comeback von Luxus. Außerdem geht es um Alphabet, Seagate, Western Digital, Robinhood, Lyft, Mattel, Hasbro, Marriott, Hilton, Ferrari, Kering, Marsh, Arthur Gallgher, Aon und Willis Towers Watson stürzen in den USA ab, dann in Europa: die Aktien von Allianz, Zürich, Axa, Aviva, Raymond James, Charles Schwab, Micron Technology, Cisco, Intel, Verizon, Qualcomm, Toyota, British American Tobacco, Siemens, Novartis, Bayer, Total Energies, GSK, General Motors, AT&T, Bank of America, Applied Materials, Citigroup und Ford, Amundi Global Luxury ETF (WKN: A2H564), iShares Edge MSCI World Value Factor ETF (WKN: A12ATG), iShares Edge MSCI Europe Value Factor ETF (WKN: A12DPP), iShares Edge MSCI USA Value Factor ETF (WKN: A2AP35), iShares Core MSCI World ETF (WKN: A0RPWH). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In this monthly wrap-up, Craig Hemke for Sprott Money is joined by Bob Thompson, senior portfolio manager at Raymond James in Vancouver, to break down the massive macro trends reshaping the gold and silver markets in early 2026. With BMO now forecasting a silver price of $150 and a gold price bull case of $6,300, this conversation reveals how Western investors are only just beginning to understand the shift already well underway in the East. Bob and Craig discuss ETF flows, the underappreciated leverage in mining stocks, and a capital-rotation event that could inject billions into the sector. From the TSX Venture to the Vancouver Resource Investment Conference, and from central bank gold accumulation to generalist investor hesitation, this episode is packed with actionable insights. Keywords: gold price, silver price, buy gold, buy silver, mining stocks, silver forecast, gold outlook, capital rotation, TSX Venture, precious metals investing, silver miners, physical gold, physical silver, macro trends 2026, Canadian markets, central banks, dollar decline, inflation hedge.

NASCAR adjusts Clash weekend schedule as they continue to monitor winter storm ahead of CLASH ay Bowman Gray, Lightning grab 4-1 home victory against Winnipeg, Lightning will face Bruins on Sunday evening outdoors at Raymond James stadium where the temperatures will be quite cold, more in today's 'Sports Page' with Mike Bianchi

The Nasdaq falls more than 2% as Microsoft and software move lower. What's driving those declines? We discuss. Then, Meta shares jump after an earnings beat with investors shrugging off concerns about growing capex numbers. Plus, the CEOs of Lazard and Raymond James join the show on the back of earnings with their outlook for M&A and the macro economy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Raymond James' Josh Beck talks with TITV Host Akash Pasricha about Amazon's massive 16,000-person layoff and what to expect from Meta and Microsoft earnings tonight. We also talk with The Information's Aaron Holmes about Microsoft's internal reaction to Anthropic's Claude CoWork as well as Ann Gehan & Theo Wayt about the shutting down of Amazon's grocery store experiments. Finally, we get into the return of speculative SPACs with our Finance Editor Ken Brown.Articles discussed on this episode: https://www.theinformation.com/articles/microsoft-races-respond-new-threats-anthropichttps://www.theinformation.com/newsletters/the-information-finance/new-spac-boom-let-last-spac-boomhttps://www.theinformation.com/briefings/amazon-cuts-16-000-employeeshttps://www.theinformation.com/newsletters/the-briefing/amazons-fresh-dream-expiresSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Mid 8-Figure Exit Lessons: How to Avoid Millions in Taxes and Regret After the Sale with Nathan Collins   Find Rocky Lalvani @ www.ProfitComesFirst.com or email him at rocky@profitcomesfirst.com   Most business owners think the hardest part of selling a business is the deal. But the real danger often shows up after the sale: the taxes you didn't plan for and the identity shift you didn't expect In this episode of Profit Answer Man, Rocky Lalvani sits down with Nathan Collins, a former CEO who sold his business for a mid-eight-figure exit—and then realized he wasn't personally prepared for what came next. Nathan shares what he wishes he'd done differently, how business owners should think about diversifying outside the business, and why "exit readiness" is about far more than financials.    In This Episode, You'll Learn: Why many business owners hesitate to take money out of the business and invest elsewhere—and how that lack of diversification increases risk.  The difference between preparing your business for sale vs preparing your life for the exit.  The common "cheap" mistake founders make that can cost millions in avoidable taxes.  Why your CPA and financial advisor often don't proactively plan together—and how that gap hurts business owners.  What happens emotionally the day after the sale (and why so many owners feel lost even after a big win).  The "liminal phase" after an exit—and how to prepare for it with purpose, community, and health.  How systems like EOS/Traction and having the right people in the right seats can make your company stronger—and more sellable.  Why many exits are forced (not planned) and why "exit-ready" equals resilience.    The Big Takeaway: A profitable exit is not the finish line. If your identity, purpose, and community are built entirely around your company, selling can create a void—fast. And if you haven't done personal tax planning ahead of time, the IRS can take a bigger share than necessary. Exit planning is not just about maximizing the sale price. It's about being ready financially and personally—so you can enjoy the outcome you worked so hard to create.    Bio:  Nathan Collins is a wealth manager at Raymond James and a former CEO who sold his business through a successful middle-market process. He now helps business owners optimize business value, plan for liquidity events, and avoid the costly personal and financial mistakes that often happen around exits.    Links: Website: https://www.raymondjames.com/founderwealthstrategies/ LinkedIn https://www.linkedin.com/in/nate-collins/ Exit Planning Workshop Webinar: https://www.raymondjames.com/founderwealthstrategies/events nate.collins@raymondjames.com   Conclusion: Whether you plan to sell in 3 years or 30 years, the best time to prepare is now. Build a business that can run without you, diversify so you're not financially trapped in one asset, and make sure you're building a life you actually want to "retire into."   #ProfitAnswerMan #ProfitFirst #BusinessProfit #CashFlow #BusinessOwners #ExitPlanning #TaxPlanning #WealthManagement #EOS #Traction   Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman Source Sign up to be notified when the next cohort of the Profit First Experience Course is available! Free Copy of the Profit Blueprint Book:  Monthly Newsletter signup:  Relay Bank (affiliate link):  Profit Answer Man Facebook group:  My podcast about living a richer more meaningful life: http://richersoul.com/ Source Music provided by Junan from Junan Podcast.  Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. 

Alphabet (GOOGL) moved higher in early trading Thursday thanks to an upgrade from Raymond James. Rick Ducat turns to the stock chart and shows where shares can continue bullish momentum, while Tom White turns to an example options trade for Alphabet. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Raymond James upgraded Alphabet (GOOGL) to a strong buy and boosted its price target to $400 from $315 as the Mag 7 giant adds onto its widespread AI prospects. Marley Kayden talks more about the note and how the firm's bullish target isn't even the highest on the Street. Joe Tigay offers a bullish example options trade for Alphabet even amid his expectations for volatility to reemerge. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Johnson & Johnson (JNJ) posted better-than-expected earnings but still traded to the downside. Diane King Hall points to Stelara as the cause. Meanwhile, Oklo Inc. (OKLO) rallied after BofA upgraded the stock and raised its price target. Diane turns to the beauty space for another winner in Ulta Beauty (UTLA) with Raymond James and TD Cowen seeing strong upside for shares. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Sherri Snelling, gerontologist, author and host of the “Caregiving Club On Air” podcast is kicking off the first episode of Season 6 with two great interviews. For this January episode we will focus on Financial Wellness Month with two guest expert interviews from Raymond James financial advisors: (7:50) Emily Treasure – Sr. Manager for Longevity Planning – Raymond James who will talk about the new role financial advisors are playing with clients for comprehensive family financial planning that includes caregiving and long-term care costs. Emily will also highlight a unique program Raymond James has that offers connections to a specially curated group of companies that help caregivers navigate care needs and services – part of the value advisors are adding to their client services (36:20) Margaret Starner – Founder & Managing Director of The Starner Group, part of Raymond James who will speak as a “super ager” who is still going strong in her 80s running her company and advising clients on longevity planning. Margaret will explain what challenges people face after 50 in planning for the next 50 years and how each decade brings new opportunities and decisions. Her secret? Margaret shares how she advises clients to plan for passion, purpose and lifelong learning For our podcast listeners who are familiar with our Caregiver Wellness News and Well Home Design News as well as what is happening in the workplace for employees who are also caregiving as part of the Sandwich Generation – we are moving those news segments to our new “Caregiving Club News” program on YouTube. You can catch all the same news, including the latest research news, resources and pop culture we have previously done on our podcast now on our news channel – and it's all free! All we ask is that you subscribe to us on YouTube as well so you get the bi-weekly news updates and all of our other education caregiving content. Thank you for making “Caregiving Club On Air” #3 on the list of top 80 caregiving podcasts! Learn more on our episode guide page on the Caregiving Club website: caregivingclub.com/podcast/ Take Care and Stay Well!

Carl Quintanilla, Sara Eisen, & David Faber kicked off the hour with a banks breakdown - including key commentary from executives - before breaking down a number of macro headlines (from Powell pressure to a possible SCOTUS tariffs decision) with former Cleveland Fed President Loretta Mester along with Raymond James' lead U.S. policy analyst. Plus: the value investing playbook with one longtime investor in the space - Oakmark's Bill Nygren... and the latest out of a congressional underway this hour to potentially ban stock trading by lawmakers.  Also in focus: Tesla making a big shift when it comes to their Full Self Driving tech - what it means for consumers and shareholders... and a deep-dive on the key names getting hit by renewed scrutiny in China. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investing might be better by looking beyond our borders. Foreign stocks are outperforming domestic markets in key areas like banking, but aren't getting much notice from U.S. investors. David Cox, senior portfolio manager at Raymond James, explains why investors get fixated on domestic investing and how to find outperformance elsewhere in the world, including in crypto, metals and more. Learn more about your ad choices. Visit megaphone.fm/adchoices

Linktree: ⁠https://linktr.ee/Analytic⁠Join The Normandy For Additional Bonus Audio And Visual Content For All Things Nme+! Join Here: ⁠https://ow.ly/msoH50WCu0K⁠ In this segment of Notorious Mass Effect, Analytic Dreamz offers a focused, data-driven breakdown of Zach Bryan's introspective album track “Plastic Cigarette” from his new project With Heaven On Top, released January 9–10, 2026, via Warner Records / Belting Bronco Records.Born 1996 in Oologah, Oklahoma, Zach Bryan rose from raw, self-uploaded songs during his 7–8 years in the U.S. Navy (honorable discharge 2021) to major-label success with American Heartbreak (2022, No. 1 Top Country Albums), the self-titled Zach Bryan (2023), and a Grammy win for “I Remember Everything” (with Kacey Musgraves). His signature style—introspective, emotionally raw Americana, folk, outlaw country—prioritizes authenticity over polish.“Plastic Cigarette” (track 15) debuted live in Dublin, Ireland (summer 2025) and quickly became a fan favorite. The understated, reflective song explores emotional longing, regret, artificial coping mechanisms, and the metaphor of a “plastic cigarette” as a substitute for genuine connection. Critics praise its use of space, warmth, minimalism, and atmospheric restraint over hook-driven structure (noted by Pitchfork, Stereogum, Holler.country, StayFreeRadioIP).As a non-lead single, it lacks immediate chart entries (no Hot 100, Hot Country Songs, or UK Singles peaks as of January 13, 2026), but benefits from album-wide streaming surges, fan playlist placement (~1.7K saves on one reported list), strong Reddit/social engagement, and organic discovery. No significant radio push or media syncs yet.Bryan reinforces his unfiltered ethos with a full acoustic version of With Heaven On Top—recorded solo, one-take per song, no overdubs—dropping just three days post-album to preempt overproduction critiques. The project was recorded across three Oklahoma houses in winter, emphasizing live takes, minimal polish, emotional immediacy, and collaboration with close friends as a return to spiritual, less commercial roots.Analytic Dreamz examines how “Plastic Cigarette” aligns with Bryan's pattern: slow-burn traction for non-singles, growth via live teases, fan-driven long-tail streaming, and tour amplification. The upcoming With Heaven On Tour (March–October 2026) hits stadiums across the U.S. (Raymond James, Bank of America, Gillette, Empower Field, multiple nights at Tottenham Hotspur), UK (Anfield), Ireland, and Europe (Spain, Germany, Norway, Denmark, Netherlands), setting the stage for sustained catalog and album momentum.Join Analytic Dreamz for this no-fluff analysis of a deeply resonant, authenticity-first track poised for organic growth in 2026. Stream “Plastic Cigarette” and With Heaven On Top now—stay locked in for more Notorious Mass Effect.Support this podcast at — https://redcircle.com/analytic-dreamz-notorious-mass-effect/donationsPrivacy & Opt-Out: https://redcircle.com/privacy

Billy Derrick and Joe Bulovas are joined by Vanderbilt alum and former baseball student manager Mark Pyburn to discuss his current role with CAA Sports, learning under Tim Corbin, Nashville roots, the Vanderbilt community, and much more. If there's one thing we all share, it's that our lives are all unique. At Raymond James, they believe that's worth celebrating. Because financial planning isn't just about numbers and figures, it's about creating the life you envision. So whether you're building a future or preparing for retirement, a Raymond James financial advisor can guide you each step of the way – all while following a plan that's uniquely yours. That's life well planned. To learn more, call financial advisor [Joe Bulovas with Bulovas Wealth Management of Raymond James] at [615-645-6742]. Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.