Podcast appearances and mentions of raymond james

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.

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.

An FLZ artist just announced a major tour that is going to be coming to Raymond James stadium, Katie Sommers gives us the list of new foods that you're going to be able to try at this year's Florida State Fair, and so much more! See omnystudio.com/listener for privacy information.

Fourth quarter deliveries for Tesla (TSLA) fell under Wall Street's estimates, yet Wall Street doesn't seem to care. Diane King Hall goes over the numbers and explains why investors have their eyes on Tesla's autonomous driving and robotics aspirations instead. On other Mag 7 movers, she turns to Raymond James resuming coverage on Apple (AAPL) with a market perform rating. Diane eyes international movers in ASML Holding (ASML) hitting a 52-week high thanks to Aletheia's double upgrade. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe 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

KB Home is downgraded by Raymond James, Lockheed Martin (LMT) and Boeing (BA) get expanded Pentagon contracts, and Apple CEO Tim Cook buys $3M of Nike (NKE) shares. Diane King Hall has the latest on each stock after the opening bell at the New York Stock Exchange.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe 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 our final episode of Nurturing Financial Freedom for 2025, we take a deep dive into the rapidly evolving world of education and what that means for families planning ahead. College isn't what it used to be, and as we head into 2026, we unpack how demographic shifts, cost pressures, and emerging technologies like AI are reshaping higher education—and what families can do to stay ahead of the curve.Alex explains how college enrollment has been declining steadily since its peak in 2010. While part of that is due to lower birth rates post-2007, we focus on the bigger shift—young people increasingly turning toward trade careers, certifications, and alternative learning paths. Fields like HVAC, welding, and nursing are growing in demand, and students are seeking out stable, well-paying jobs that don't require a four-year degree.For those who do choose college, we're seeing a clear shift in preferred majors. STEM fields like engineering, computer science, and data science are growing, along with healthcare and business, while traditional liberal arts majors are shrinking. Rising costs are a huge part of the conversation, with many families questioning whether a $320,000 undergraduate degree truly delivers a return on investment. This economic pressure has pushed many toward more flexible paths like community college, online programs, or hybrid models that offer practical value without the high price tag.We also examine how universities themselves are evolving—sometimes in the wrong direction. From luxury dorms to reduced tenure-track faculty, schools are spending more to attract students but aren't always investing in what really matters: quality education. Alex shares a personal story from his alma mater, Washington University that perfectly illustrates this disconnect.Next, we turn to the financial side. Ed walks us through how 529 plans remain one of the best tools families can use, even in this uncertain educational landscape. These plans are far more flexible than many realize—they now cover trade schools, certifications, online degrees, and even some K–12 costs. Plus, any leftover funds can be rolled into a Roth IRA, offering tax-free growth and long-term retirement benefits for beneficiaries. The ability to change the plan's beneficiary and the favorable tax treatment make 529s an incredibly versatile, powerful savings option.Even if the future of education is less predictable, we agree the cost will still be significant. That's why saving early and often—while staying flexible—is more important than ever. 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.

Note: This episode was originally published to podcast feeds on Thursday, Dec. 11, but didn't show up on all of them due to a technical error. The re-release is an attempt to correct that. Our apologies. The awards continue to come in for Vanderbilt--or at least sometimes, they do. Eli Stowers took home the prestigious Campbell Trophy on Wednesday night, and Diego Pavia heads to New York City on Saturday, where he may or may not win the Heisman Trophy. However, while Stowers and Pavia were selected for the coaches' all-Southeastern Conference team on Tuesday, the rest of the Commodores were shut out. Meanwhile, the Commodores will head to Tampa to face Iowa in the ReliaQuest Bowl and men's basketball, now ranked in the top 15, resumes action on Saturday against Central Arkansas. Vandy247's football coverage is presented by former Vandy kicker Joe Bulovas with Bulovas Wealth Management of Raymond James. If there's one thing we all share, it's that our lives are all unique. At Raymond James, we 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. Basketball season is presented by The Wash House Commodores — it's time to win back your weekend! Skip the laundry pile and let The Wash House Laundry Center handle it for you. Our new pickup and delivery service covers all of Nashville — we'll grab your laundry, wash, dry, fold, and deliver it right back to your door. That's more time for tailgates, highlights, and victory celebrations. Schedule your first pickup today at WashHouseClean.com — The Wash House Laundry Center — the official way to stay fresh on game day. ️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! https://streamyard.com/pal/d/4615226756825088 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 of The Real Build, I sit down with financial planner Keith Embree of Raymond James to break down what business owners and everyday individuals need to know about money, planning, and long-term financial stability.We talk about the biggest financial mistakes people make, how to build a strong foundation, and why the right habits matter more than the right investments.Whether you run a business or just want to get better with money, this episode is full of practical advice you can use right away.Guest Info: Keith EmbreeWebsite:https://www.raymondjames.com/Linkedin: https://www.linkedin.com/in/k-embree/Host Info:Email: Bill@rkreiman.comCONNECT WITH ME ON SOCIAL MEDIA:▶︎ YOUTUBE | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/channel/UCxAdSxHN0dIXZPhA-6p1HYA ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠▶︎ INSTAGRAM | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/imbillreiman⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠▶︎FACEBOOK| ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/billy.reiman ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠▶︎ LINKEDIN | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/bill-reim...⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠▶︎ TWITTER | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/ImBillReiman⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠▶︎ WEBSITE | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.rkreiman.com⁠⁠

Vanderbilt OL Isaia Glass joins Billy Derrick and Joe Bulovas to discuss his path to Vanderbilt, finishing a historic 10-2 season, blocking for Diego Pavia, learning under Chris Klenakis, and the practices leading up to the Reliaquest Bowl against Iowa. Football coverage presented by Bulovas Wealth Management of Raymond James. 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.

Billy Derrick and Joe Bulovas are joined by Vanderbilt CB Jordan Matthews (Tennessee transfer) to discuss his path to Nashville, beating his former team in Knoxville, and waiting for the CFB Playoff announcement. Football coverage presented by Bulovas Wealth Management of Raymond James. 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.

Can you really retire comfortably in Vancouver with just $500,000 in liquid assets? Senior Financial Planner Adam Beaudin-Ball from Raymond James sits down with Adam & Matt to reveal his comprehensive wealth-building playbook for Vancouverites. From maximizing the new $40,000 First Home Savings Account to leveraging RESPs for both education and property purchases, Adam breaks down the government programs and investment strategies that most people miss. He shares real client stories - including a blue-collar worker who saved $380,000 by age 29 - while explaining why diversification between real estate and stocks matters more than ever. Why shouldn't interest rates dictate which debt you tackle first? How can you use home equity lines to create tax-deductible investment income? And what's the optimal sequence for contributing to FHSAs, RRSPs, and TFSAs? Don't miss this masterclass on building sustainable wealth in Canada's most expensive city. 

Brianne Gardner, portfolio manager & senior wealth manager at Velocity Investment Partners, Raymond James, shares her outlook on Canadian & U.S. Large Caps.

Billy Derrick and Joe Bulovas are joined by Commodores LB Langston Patterson to discuss his Vanderbilt journey, staying committed to Clark Lea's vision, his development under Nick Lezynski, and this week's matchup vs. Tennessee. Football coverage presented by Bulovas Wealth Management of Raymond James. 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.

Billy Derrick and Luke Wyatt talk Vanderbilt football and hoops with the Commodores set to battle Tennessee in Knoxville, and in the midst of the Battle 4 Atlantis in hoops. Football coverage presented by Bulovas Wealth Management of Raymond James. 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.

In this episode of Nurturing Financial Freedom, we explore the bold claim that retirees should hold nothing but stocks forever. Sparked by a recent Wall Street Journal article by Jason Zweig, the conversation centers around whether an all-equity portfolio is a sound retirement strategy, or just good theory that breaks down in the real world. We tackle the academic study Zweig references, which analyzed over a century of data across 39 countries, concluding that bonds have historically underperformed and added minimal diversification. At first glance, that makes a compelling case for stocks-only portfolios, even in retirement.But as we point out, average returns over a hundred years don't capture the emotional and practical realities retirees face. Markets move in cycles, and people's risk tolerance changes over time—especially when they stop contributing and start drawing income in retirement. When volatility hits, a paper loss becomes a real-life stressor, and if the timing is bad enough, it can ruin a retirement plan. The study fails to account for the psychological impact of watching your nest egg drop 30–40%, which often leads investors to panic and sell low. We emphasize that bonds, CDs, and cash aren't exciting, but they serve a critical purpose: they provide liquidity and peace of mind during market downturns.We share examples of possible outcomes for people who retired just before the 2008 crash—and how balanced portfolios helped them weather the storm while all-stock portfolios struggled. Those who were all-in on stocks or fled to cash at the wrong time are still trying to catch up—or never did. We also run a hypothetical example from 1999 to 2024 showing how a 60/40 split outperformed both a pure stock and pure bond strategy over 25 years, with regular withdrawals. The math alone doesn't capture the full picture. Sequence of returns risk is real, and so is the need for flexibility.Ultimately, we conclude that the best plan isn't the one with the highest theoretical return—it's the one you can stick with. A diversified portfolio might not always win in terms of raw numbers, but it gives you the best chance to live the life you want in retirement, regardless of market conditions. For us, true financial freedom comes from consistency, flexibility, and balance—not gambling on perfect market timing.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.   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 CEO of Raymond James talks about potential regulation changes that could impact the business and why the desire for human financial advisers remains strong. Plus, his outlook for the economy as the government shutdown nears an end. Then, new reports say the White House is looking at new rules to curb the influence of proxy-advisers and index funds when it comes to shareholder voting. And Meta announces a new $1B data center in Wisconsin, its 30th data center to date. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this special episode recorded live at Adobe's EduMAX conference, Jeff and Michael explore practical ways to harness AI in higher education to prepare students to be more effective creators. They were joined by a panel of industry and academic experts including Jennifer Sparrow, New York University's chief academic technology officer; Simon Koh, who has led early career recruiting at Raymond James and KPMG, among other organizations; and Allison Salisbury, founder and CEO of Humanist Venture Studio.Relevant Links:“AI Is Not Just Ending Entry-Level Jobs. It's the End of the Career Ladder as We Know It,” CNBC“The Rise of AI Will Make Liberal Arts Degrees Popular Again. Here's Why,” in Inc magazine.Chapters0:00 - Intro3:49 - What Is an AI-Ready Graduate?7:52 - How AI is Changing Early-Career Jobs11:00 - What Skills and Mindsets Do Students Need?14:31 - How Colleges Can Increase Experiential Education With Employers22:19 - What Colleges Do As Employers Pull Back on Internships28:37 - What is the Purpose of College in an AI World?34:14 - How the Signaling Power of College Could Change in the AI Era37:38 - How Students Are Using AI to Create41:25 - Will AI Bring Resurgence of Liberal Arts?45:50 - How Creativity is Important Even in the Finance Sector49:31 - Why AI is More Creative Than Humans51:40 - What Colleges Can Do in the Next 12 MonthsConnect with Michael Horn:Sign Up for the The Future of Education NewsletterWebsiteLinkedInX (Twitter)Threads  Connect with Jeff Selingo:Dream School: Finding the College That's Right for YouSign Up for the Next NewsletterWebsiteX (Twitter)ThreadsLinkedInConnect with Future U:TwitterYouTubeThreadsInstagramFacebookLinkedIn  Submit a question and if we answer it on air we'll send you Future U. swag!Sign up for Future U. emails to get special updates and behind-the-scenes content.

Former Vanderbilt WR Jordan Matthews and current offensive consultant join Billy Derrick and Joe Bulovas to talk NFL journey, joining Vandy's staff, and the program's momentum. Football coverage presented by Bulovas Wealth Management of Raymond James. 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.

Billy Derrick is joined by Mike Gittens (The War Rapport - Auburn) to preview Saturday's matchup between the Commodores and the Tigers in Nashville. Football coverage presented by Bulovas Wealth Management of Raymond James. 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.

Billy Derrick and Joe Bulovas recap Vandy's 34-31 loss to Texas in Austin to fall to 7-2 on the season. Football coverage presented by Bulovas Wealth Management of Raymond James. 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.

Billy Derrick is joined by Robbie Weinstein and Bobby Burton (On Texas Football) to preview Saturday's matchup between the Commodores and Longhorns in Austin. Football coverage presented by Bulovas Wealth Management of Raymond James. 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.

The Retire While You Work® podcast is back with a special episode! Hosts David Adams, Myles Zueger, and Carson Odom sit down with Paul Shoukry, CEO of Raymond James, to talk about how AI is transforming the financial planning industry.They dive into what these changes mean for advisors, how technology is reshaping strategies, and the opportunities it creates for building long-term financial security.

Across the conversation, the panel digs into:• What IBex (Institute for Business Owner Excellence) and the Masterclass actually teach - and how “learning the language” opens doors with business owners and COIs.• Why being early matters: profiling, asking better questions, and hosting local business-owner events that generate real pipeline.• Multiple paths beyond a sale: capital-markets needs, growth capital, roll-ups, second bites, and direct private deals alongside traditional planning.• Culture and collaboration: demystifying the process, quarterbacking expert teams, and the peer-to-peer sharing that's accelerating growth across practices.Key Chapters:00:00 – Intro  03:10 – Ken Grider introduces the advisor lineup and program structure05:17 – Lisa Detanna: 5.5 B AUM and 70% business-owner clients10:14 – Training through IBex (Institute for Business Owner Excellence)12:31 – How Raymond James bridges investment banking and planning14:11 – Addressing big-bank perception vs. Raymond James capabilities14:28 – Ryan Bass: learning the language of business-owner conversations18:27 – Will Deupree: early-stage conversations that create loyalty25:13 – Cody Hilbun: building an 18-person IB-focused advisory team30:11 – Mike Tutcher: growth through Masterclass and golf-course networking38:17 – Ken Grider: going where competition isn't39:29 – Zac Hersman: Americas Group and cross-border opportunities45:06 – Lisa Detanna: culture, client-centric service, and firm leadership50:16 – Inside IBex & Masterclass: demystifying the process01:02:14 – Hosting local business-owner events and strategy summits01:12:18 – Educating business owners creates lasting relationships01:16:08 – Final thoughts: culture, vision, and paying it forwardIf you work with business owners (or want to), this discussion offers concrete examples, candid lessons learned, and specific approaches you can adapt to your market - without promising outcomes and while keeping client interests front and center.Resources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners 

Key Chapters0:00 –From concept to execution of Raymond James' advisor-banker model3:45 – The IBex program: turning education into action8:20 – The Masterclass series and year-long learning model13:00 – Building confidence and credibility with business owners18:40 – How advisors are rebranding and hosting Business Owner Summits24:10 – Case study: transforming revenue through investment banking partnerships29:30 – Why every advisor should rethink their approach to business-owner clients35:40 – Final takeaways: growth, fulfillment, and opportunity for advisorsResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comConnect with Ken Grider: Ken.Grider@RaymondJames.com  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

Billy Derrick and Joe Bulovas recap Vandy's 17-10 win over No. 15 Missouri at FirstBank Stadium to improve to 7-1 on the season. Football coverage presented by Bulovas Wealth Management of Raymond James. 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.

Join Billy Derrick as he previews Saturday's Vanderbilt-Missouri matchup in Nashville, featuring interviews with Lelan Statom (NewsChannel 5), Rick Neuheisel (CBS Sports), and Gabe DeArmond (PowerMizzou.com). Football coverage presented by Bulovas Wealth Management of Raymond James. 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.

Key Chapters0:00 – Introduction2:15 – Why financial advisors should focus on business-owner clients5:10 – The challenges of illiquid wealth and how advisors can solve them9:00 – How Raymond James connects wealth management and investment banking12:40 – Building deeper COI relationships with attorneys and accountants17:25 – Why understanding business valuation matters for every advisor22:40 – Raymond James' unique culture and the “village” behind the success28:10 – How collaboration with investment bankers expands advisor opportunity33:30 – Why this approach is the future of growth for independent advisorsResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comConnect with Ken Grider: Ken.Grider@RaymondJames.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

We kicked off the program with four news stories and different guests on the stories we think you need to know about!The Orionids meteor shower visible tonight & tomorrow in New England. Guest: Jim J. Zebrowski - President Aldrich Astronomical Society, Inc.   Halloween spending scares Americans as inflation forces many to skip the holiday… Guest: Bill Dendy - CPA and money manager with Raymond James   With a storm blowing through the area, it was a rough day for traffic. Guest: Dan Mazella - Operations Director for the Boston Hub of Total Traffic and Weather Network & traffic reporter   The buy-rent gap is widening – should you buy now or keep renting forever? Modern America's housing history is being rewritten: Renting is now cheaper than buying a house in all major metropolitan areas. Guest: Sam Bourgi - researcher and financial analyst at Investors Observer

Billy Derrick and Joe Bulovas recap Vandy's 31-24 win over LSU to improve to 6-1 for the first time since 1950 and their first win over the Tigers since 1990. Football coverage presented by Bulovas Wealth Management of Raymond James. 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.

Join Billy Derrick as he previews Saturday's Vanderbilt-LSU matchup in Nashville, featuring interviews with TE Eli Stowers, Norman Jordan (Vanderbilt Radio Network), Lelan Statom (NewsChannel 5 Meteorologist), and Matt Moscona (ESPN Baton Rouge). Football coverage presented by Bulovas Wealth Management of Raymond James. 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.

Cameron is joined by Nate Collins, founder of Wealth Strategies of Raymond James and Certified Exit Planning Advisor (CEPA), and they discuss the complexities and emotional challenges of selling a business, particularly in the medical aesthetics field. They explore the motivations behind selling, the emotional aftermath, and the importance of planning for life after the sale. Nate shares his personal experiences and insights on the necessity of having a supportive team of advisors to navigate the exit process successfully. The conversation emphasizes the significance of pursuing personal wellbeing and finding purpose beyond financial success, ultimately guiding entrepreneurs to prepare for a fulfilling life post-exit.Exit Planning webinar on November 5: https://www.raymondjames.com/founderwealthstrategies/events/exit-planning-novListen In!Thank you for listening to this episode of Medical Millionaire!Takeaways:Selling a business can lead to emotional challenges and regrets.Financial independence does not guarantee personal fulfillment.It's crucial to have a plan for life after selling a business.Building a supportive team of advisors is essential for a successful exit.Pursuing personal wellbeing should start before the exit, not after.Finding purpose beyond financial success is vital for happiness.Many entrepreneurs feel lost after selling their business.Proper exit planning can prevent selling under duress.A successful exit requires aligning personal and business goals.Entrepreneurs should prioritize their health and community involvement.Unlock the Secrets to Success in Medical Aesthetics & Wellness with "Medical Millionaire"Welcome to "Medical Millionaire," the essential podcast for owners and entrepreneurs inMedspas, Plastic Surgery, Dermatology, Cosmetic Dental, and Elective Wellness Practices! Dive deep into marketing strategies, scaling your medical practice, attracting high-end clients, and staying ahead with the latest industry trends. Our episodes are packed with insights from industry leaders to boost revenue, enhance patient satisfaction, and master marketing techniques.Our Host, Cameron Hemphill, has been in Aesthetics for over 10 years and has supported over 1,000 Practices, including 2,300 providers. He has worked with some of the industry's most well-recognized brands, practice owners, and key opinion leaders.Tune in every week to transform your practice into a thriving, profitable venture with expert guidance on the following categories...-Marketing-CRM-Patient Bookings-Industry Trends Backed By Data-EMR's-Finance-Sales-Mindset-Workflow Automation-Technology-Tech Stack-Patient RetentionLearn how to take your Medical Aesthetics Practice from the following stages....-Startup-Growth-Optimize-Exit Inquire Here:http://get.growth99.com/mm/

Billy Derrick and Joe Bulovas preview Vandy's matchup vs. #10 LSU at FirstBank Stadium on Saturday (11am CT/ABC). Football coverage presented by Bulovas Wealth Management of Raymond James. 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.

Chris Lee and Luke Wyatt discuss where Vanderbilt stands at the halfway point of the season following Saturday's 30-14 loss to Alabama. Football coverage presented by Bulovas Wealth Management of Raymond James. 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.

Billy Derrick and Joe Bulovas recap Vandy's 30-14 loss to Alabama in Tuscaloosa, while answering your comments and questions. Football coverage presented by Bulovas Wealth Management of Raymond James. 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.

Join Billy Derrick as he previews Saturday's Vanderbilt-Alabama matchup in Tuscaloosa, featuring interviews with Robbie Weinstein (Vandy247), Connor O'Gara (Saturday Down South), and Mike Rodak (Bama247). Football coverage presented by Bulovas Wealth Management of Raymond James. 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.

Chris Lee and Luke Wyatt discuss Vandy's matchup against Alabama in Tuscaloosa on Saturday and look ahead to the key matchups to watch. Football coverage presented by Bulovas Wealth Management of Raymond James. 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.

Billy Derrick and Joe Bulovas recap Vandy's 55-35 win over Utah State on Saturday night at FirstBank Stadium. Football coverage presented by Bulovas Wealth Management of Raymond James. 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.

Join Billy Derrick as he previews Saturday's Vanderbilt-Utah State matchup in Nashville, featuring interviews with former Vanderbilt RB Norman Jordan (Vanderbilt Radio Network) and Utah State beat writer Jason Turner (The Herald Journal). Football coverage presented by Bulovas Wealth Management of Raymond James. 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.

Billy Derrick and Joe Bulovas recap Vandy's dominant 70-21 win over Georgia State on Saturday night at FirstBank Stadium. Football coverage presented by Bulovas Wealth Management of Raymond James. 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.

Join Billy Derrick as he previews Saturday's Vanderbilt-Georgia State matchup in Nashville, featuring interviews with former Vandy TE Gavin Schoenwald and Georgia State reporter Brady Weiler from PantherTalk.com. Football coverage presented by Bulovas Wealth Management of Raymond James. 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.