Podcast appearances and mentions of raymond james

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Best podcasts about raymond james

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Latest podcast episodes about raymond james

The Real Build
283. The Real Build Local: Wealth with wisdom - with Keith Embree Financial Advisor Raymond James

The Real Build

Play Episode Listen Later Dec 12, 2025 32:16


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

VandySports's podcast
Star-V Podcast with Joe Bulovas: Vanderbilt OL Isaia Glass joins the show

VandySports's podcast

Play Episode Listen Later Dec 9, 2025 56:28


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.

VandySports's podcast
Star-V Podcast with Joe Bulovas: Vanderbilt CB Jordan Matthews joins the show

VandySports's podcast

Play Episode Listen Later Dec 2, 2025 70:33


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.

Vancouver Real Estate Podcast
VREP #496 | The Financial Planner's Wealth Building Strategy For Vancouver With Adam Beaudin-Ball

Vancouver Real Estate Podcast

Play Episode Listen Later Nov 28, 2025 78:00 Transcription Available


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. 

Market Call
Brianne Gardner's Market Outlook: Canadian & U.S. Large Caps (Nov. 28, 2025)

Market Call

Play Episode Listen Later Nov 28, 2025 46:24


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

VandySports's podcast
Star-V Thanksgiving Special: Vanderbilt LB Langston Patterson joins the show

VandySports's podcast

Play Episode Listen Later Nov 27, 2025 57:16


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.

VandySports's podcast
Vandy-Vols, Pavia and the Heisman, CFB Playoffs, hoops, more

VandySports's podcast

Play Episode Listen Later Nov 26, 2025 42:36


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.

Nurturing Financial Freedom
Should You Just Buy Stocks Until You Die?

Nurturing Financial Freedom

Play Episode Listen Later Nov 21, 2025 19:22


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.

CNBC’s “Money Movers”
Raymond James CEO, Potential Changes for Shareholder Voting, Meta Announces New Data Center 11/12/25

CNBC’s “Money Movers”

Play Episode Listen Later Nov 12, 2025 42:03


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.

Future U Podcast
Preparing Students for an AI-Infused Workforce

Future U Podcast

Play Episode Listen Later Nov 11, 2025 54:44


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.

VandySports's podcast
Star-V Sundays with Joe Bulovas: Vanderbilt Legend Jordan Matthews joins the show

VandySports's podcast

Play Episode Listen Later Nov 9, 2025 79:13


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.

VandySports's podcast
Vandy247 Pregame Show | #16 Vanderbilt vs. Auburn | Week 11

VandySports's podcast

Play Episode Listen Later Nov 7, 2025 21:29


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.

VandySports's podcast
Star-V Sundays with Joe Bulovas: Texas recap

VandySports's podcast

Play Episode Listen Later Nov 3, 2025 42:48


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.

VandySports's podcast
Vandy247 Pregame Show | #9 Vanderbilt @ #20 Texas | Week 10

VandySports's podcast

Play Episode Listen Later Nov 1, 2025 29:46


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.

Retire While You Work
Paul Shoukry, Raymond James CEO: AI, Leadership & the Future of Wealth Management

Retire While You Work

Play Episode Listen Later Oct 31, 2025 39:56


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.

Market Call
Brianne Gardner's Market Outlook: Canadian & U.S. Large Caps (October 31, 2025)

Market Call

Play Episode Listen Later Oct 31, 2025 46:05


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

Advisor Talk with Frank LaRosa
Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking (Part 3)

Advisor Talk with Frank LaRosa

Play Episode Listen Later Oct 30, 2025 81:49


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 

Advisor Talk with Frank LaRosa
Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking – with Ken Grider of Raymond James (Part 2)

Advisor Talk with Frank LaRosa

Play Episode Listen Later Oct 27, 2025 40:04


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

VandySports's podcast
Star-V Sundays with Joe Bulovas: Missouri recap

VandySports's podcast

Play Episode Listen Later Oct 27, 2025 75:16


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.

VandySports's podcast
Vandy247 Pregame Show | #10 Vanderbilt vs. #15 Missouri | Week 9

VandySports's podcast

Play Episode Listen Later Oct 24, 2025 55:47


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.

Advisor Talk with Frank LaRosa
Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking – with Ken Grider of Raymond James (Part 1)

Advisor Talk with Frank LaRosa

Play Episode Listen Later Oct 23, 2025 36:09


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

Nightside With Dan Rea
NightSide News Update 10/20/25

Nightside With Dan Rea

Play Episode Listen Later Oct 21, 2025 38:45 Transcription Available


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

VandySports's podcast
Star-V Sundays with Joe Bulovas: LSU Recap

VandySports's podcast

Play Episode Listen Later Oct 20, 2025 67:57


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.

VandySports's podcast
Vandy247 Pregame Show | #17 Vanderbilt vs. #10 LSU | Week 8

VandySports's podcast

Play Episode Listen Later Oct 17, 2025 51:20


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.

Dreamvisions 7 Radio Network
Come Back to Love with Robyn Vogel: Guest: Tatiana Sunik

Dreamvisions 7 Radio Network

Play Episode Listen Later Oct 17, 2025 48:31


Come Back to Love® Radio: Money Clarity and Confidence for Women Summary: Robyn Vogel and guest Tatiana Sunik, a fiduciary wealth advisor and Certified Divorce Financial Analyst, explore how women can gain clarity, confidence, and control over their finances. Drawing on her 23 years in wealth management and personal experience with divorce, Tatiana shares practical strategies for aligning money decisions with life values. Together, they discuss the emotional side of money, the importance of early financial conversations, and how proactive planning can reduce stress and create long-term security and freedom. Topics Covered: Tatiana's journey from wealth advisor to empowering women through finance The emotional and historical factors that keep women disconnected from money The role of values-based financial planning in creating clarity and confidence How early financial conversations can prevent conflict and strengthen relationships Strategies for building security: automation, retirement planning, and long-term care Bio: Tatiana Sunik, CFP, CDFA is the founder of Hera Financial and a Wealth Advisor with Forum Financial LP, dedicated to guiding individuals and families through life's most pivotal transitions with clarity and confidence. With over two decades of experience at leading firms including Smith Barney, Raymond James, and Klingman & Associates—a $4 billion boutique RIA recognized by Barron's and Forbes. Tatiana offers institutional-grade expertise in executive compensation, retirement strategies, tax planning, and multigenerational wealth transfer. A CERTIFIED FINANCIAL PLANNER professional and Certified Divorce Financial Analyst®, she combines technical fluency with a personal mission to empower women to own every chapter of their financial story. Fluent in English, Russian, and Ukrainian, and a classically trained pianist, Tatiana brings both global perspective and creativity to her practice, inspiring clients to approach their financial future with resilience, clarity, and confidence. Website: https://www.herafin.com/event-list Free Gift: Coffee with a CDFA® Learn more about Robyn here: https://www.comebacktolove.com

Nurturing Financial Freedom
Why Diversification Isn't What You Think It Is

Nurturing Financial Freedom

Play Episode Listen Later Oct 17, 2025 22:10


In this month's episode of Nurturing Financial Freedom, we dig into a topic that's becoming more critical in today's investment landscape—concentration risk. We've talked about the "Magnificent Seven" tech stocks—Apple, Microsoft, Nvidia, Amazon, Meta, Alphabet, and Tesla—before, but now we're zooming in on the downside of their dominance. While these mega-cap companies have driven much of the market's recent growth, their outsized influence poses a risk that many investors overlook.We start by revisiting the concept of diversification, which we believe is often misunderstood. As Alex explains, owning cash at different banks or multiple funds that move in lockstep isn't real diversification. What matters is what's inside those funds—are they all large-cap U.S. stocks, or do they include small caps, international equities, or different sectors? Too often, investors think they're diversified when, in reality, their holdings are heavily skewed toward the same handful of companies.We also discuss how concentration creeps in—especially through popular indexes like the S&P 500, which is now heavily weighted toward just a few tech giants. Ed points out a striking stat: Nvidia and Microsoft alone represent as much of the S&P 500 as the bottom 400 companies combined. This “index drift” means that even supposedly diversified portfolios—like target date retirement funds—may be overly reliant on the same names.To build resilience, we stress the importance of intentional diversification. That means expanding beyond large-cap U.S. stocks to include mid- and small-cap companies, international equities, and even alternative assets like gold, real estate, and commodities. Fixed income is also relevant again, with bonds and cash offering meaningful yield for the first time in years.We wrap up by emphasizing the need for proactive rebalancing. Don't try to time the market. Instead, rebalance regularly on a schedule to keep your allocation aligned with your goals. And understand that even strong companies stumble, so don't let recent winners dominate your portfolio.At the end of the day, this isn't about abandoning tech or being a contrarian—it's about knowing what you own and why you own it. Because building a durable portfolio isn't a one-time setup. It's an ongoing process that needs regular attention. 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.

Medical Millionaire
#181: Before You Sell Your MedSpa: What 75% Of Owners Learned Too Late

Medical Millionaire

Play Episode Listen Later Oct 15, 2025 53:16


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/

VandySports's podcast
Star-V Sundays with Joe Bulovas: LSU Preview

VandySports's podcast

Play Episode Listen Later Oct 14, 2025 58:44


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.

VandySports's podcast
Taking a look at where Vanderbilt stands at the halfway point of the season

VandySports's podcast

Play Episode Listen Later Oct 9, 2025 36:13


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.

Tampa Bay's Morning Krewe On Demand
Rays New Ownership, Stadium Plans & the Future in Tampa Bay

Tampa Bay's Morning Krewe On Demand

Play Episode Listen Later Oct 8, 2025 48:23


Initial Reactions to the Press Conference Excitement over finally hearing from ownership.Big question addressed: Are the Rays staying in the Tampa Bay area?New owner Patrick Zalupski confirms commitment to the region. Stadium Plans & Vision Zalupski's top priority: Building a new stadiumInspiration from Atlanta's Battery:Mixed-use development: hotels, bars, restaurants, retail, concert venues.Emphasis on creating a destination, not just a ballpark. Atlanta as the Model Turner Field to The Battery move: strategic & fan-focused.Success of moving closer to where the fanbase actually lives.Takeaway: Rays should apply the same approach. Site Challenges & Possibilities Target: 100+ acres of land – a tall order in Tampa.Areas discussed:Gaslight District – likely out.Steinbrenner Field area – possibly too small.HCC campus – enough land but unrealistic due to school presence.Raymond James area – intriguing, but complex.I-4 corridor / near Ybor / fairgrounds – promising due to accessibility.Oldsmar, outskirts, or near Lakeland – growing regions with fan potential. Data-Driven Decision Making Emphasis on studying demographics and fan location data.Go where the fans are – maximize attendance and long-term success. Timeline & UrgencyGoal: Open new stadium by 2029.Concerns about tight turnaround for:Stadium constructionMixed-use developmentHopeful, but realistic – planning must move quickly and efficiently. Interim Situation: Tropicana Field Tropicana Field remains the temporary home.Renovations help, but it's still outdated.Sympathy for the team and fans having to return there. Stadium Features Confirmed Enclosed fixed roof stadium (not retractable).Pros: AC stays.Cons: Still playing indoors.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

VandySports's podcast
Star-V Sundays with Joe Bulovas: Alabama recap

VandySports's podcast

Play Episode Listen Later Oct 6, 2025 73:11


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.

VandySports's podcast
Vandy247 Pregame Show | #16 Vanderbilt @ #10 Alabama | Week Six

VandySports's podcast

Play Episode Listen Later Oct 3, 2025 76:05


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.

VandySports's podcast
Setting the stage for the biggest game in Vanderbilt Football history vs. Alabama

VandySports's podcast

Play Episode Listen Later Oct 2, 2025 59:34


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.

The Free Lawyer
How to Avoid Costly Mistakes: Understanding Divorce Finances #356

The Free Lawyer

Play Episode Listen Later Oct 2, 2025 36:44


In this episode of The Free Lawyer podcast, Gary interviews Brianna Beski, a Certified Divorce Financial Analyst at Raymond James. Brianna shares how her parents' divorce inspired her career and discusses the financial complexities of divorce, including common misunderstandings about retirement accounts and asset valuation. She explains the critical role of financial clarity, collaboration with attorneys, and tailored support for high net worth individuals and business owners. Brianna emphasizes empowering clients to make informed decisions, reduce stress, and confidently rebuild their financial futures after divorce.Brianna's not just a Certified Divorce Financial Analyst (CDFA®)— she's someone who truly understands the emotional weight of divorce and how it impacts every area of life. Her unique backgroundallows her to:✔️ Provide financial clarity in emotionally charged situations, helping clients avoid fear-driven decisions they'll regret later.✔️ Help high-achieving professionals maintain control over their financial future, especially when assets, businesses, and long-term planning are at stake.✔️ Act as a calm, strategic advocate—helping clients navigate complex financial decisions while prioritizing their well-being and their family's future.Brianna's Personal Divorce Experience (00:02:11)Career Path and Olympic Aspirations (00:04:14) BEmotional Impact of Divorce (00:05:27) Common Retirement Account Mistakes (00:05:44) Valuing Pensions and Retirement Assets (00:07:44) When to Use a CDFA (00:09:39) Case Example: Settlement Misconceptions (00:11:26) Role of CDFA in Divorce Process (00:13:37) Client Support and Financial Clarity (00:16:05)Unique Challenges for High Net Worth and Business Owners (00:18:55) Transformation Through Financial Clarity (00:22:16)Advice for Lawyers Hesitant to Use Financial Experts (00:24:13)Maintaining Self-Worth After Asset Division (00:26:31) Finding Personal Freedom After Divorce (00:29:48) Advice for Lawyers Going Through Divorce (00:30:49) Financial Planning for Married Couples (00:32:41) Advice to Her Younger Self (00:35:10)Would you like to learn what it looks like to become a truly Free Lawyer? You can schedule a courtesy call here: https://calendly.com/garymiles-successcoach/one-one-discovery-callWould you like to learn more about Breaking Free or order your copy? https://www.garymiles.net/break-free

VandySports's podcast
Star-V Sundays with Joe Bulovas: Utah State recap

VandySports's podcast

Play Episode Listen Later Sep 29, 2025 90:41


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.

VandySports's podcast
Vandy247 Pregame Show | #18 Vanderbilt vs. Utah State | Week Five

VandySports's podcast

Play Episode Listen Later Sep 26, 2025 41:43


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.

Risk Management Show
Life After the Exit: Navigating the Emotional and Strategic Challenges of Selling Your Business with Nate Collins

Risk Management Show

Play Episode Listen Later Sep 26, 2025 30:35


In this episode of the Risk Management Show Podcast, we discussed "The 5Ds That Can Force Your Business Sale" with Nate Collins, a Certified Exit Planning Adviser, financial adviser at Raymond James, and former CEO who successfully led a mid-8 figure business exit. Nate shared invaluable insights into the top reasons businesses are forced to sell—distress, divorce, disagreement, disability, and death—and how these 5Ds can lead to selling at a deep discount if you're unprepared. We explored the critical importance of exit planning, not just for business optimization and financial success, but also for navigating the emotional challenges that come with transitions. Nate revealed his personal journey through a high-stakes business exit and the lessons he learned about preparation, personal well-being, and finding purpose post-transition. Whether you're a business owner, executive, or professional planning for your future, this episode provides actionable strategies to ensure you're ready for whatever life throws your way. If you want to be our guest or suggest someone, send your email to info@globalriskconsult.com with the subject line “Podcast Guest Proposal.”

VandySports's podcast
Star-V Sundays with Joe Bulovas: Georgia State recap

VandySports's podcast

Play Episode Listen Later Sep 23, 2025 61:10


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.

Tampa Bay's Morning Krewe On Demand
2 Minute Drill On The Bucs vs Jets Game

Tampa Bay's Morning Krewe On Demand

Play Episode Listen Later Sep 22, 2025 47:08


⏱️ SEGMENT 1: THE TWO-MINUTE DRILL Cue the Clock: "Down. Set. GO!"Kevin's Recap (Fast-Paced, Playful):Opens with a fighter jet metaphor – Bucs in their F-18 Super Hornet.Score: Bucs win 29-27.Historical stat: First 3-0 start since 2005.Dramatic twist: Each win includes a final-minute go-ahead score.First half dominance:20–6 lead.Mike Evans scores first TD of the season – “private jet” reference.Uniform shoutout: Throwback to 1976 — almost cursed them.Jets comeback: Blocked field goal returned for TD.Clutch moment:Mayfield says: “Cool your Jets.”McLaughlin hits game-winner at the buzzer (36-yard FG).Postgame quote from Baker Mayfield emphasizing team resilience.Kevin closes recap: "Next up — the 3-0 defending champs, the Philadelphia Eagles, this Sunday at Raymond James."

VandySports's podcast
Vandy247 Pregame Show | Vanderbilt vs. Georgia State | Week 4

VandySports's podcast

Play Episode Listen Later Sep 19, 2025 30:48


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.

VandySports's podcast
Commodores make another road statement, can they keep winning?

VandySports's podcast

Play Episode Listen Later Sep 17, 2025 61:56


Billy Derrick, Chris Lee, and Luke Wyatt recap Vandy's win over South Carolina, preview Vandy's matchup with Georgia State, and answer mailbag 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.

VandySports's podcast
Star-V Sundays with Joe Bulovas: South Carolina recap

VandySports's podcast

Play Episode Listen Later Sep 15, 2025 93:43


Billy Derrick and Joe Bulovas recap Vandy's dominant 31-7 win over South Carolina on Saturday night at Williams-Brice 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.

VandySports's podcast
Vandy247 Pregame Show | Vanderbilt @ #11 South Carolina | Week 3

VandySports's podcast

Play Episode Listen Later Sep 12, 2025 48:13


Join Billy Derrick as he previews Saturday's Vanderbilt-South Carolina matchup in Columbia, featuring interviews with WR Tre Richardson, sideline reporter Kevin Ingram, and South Carolina reporter Hale McGranahan (The Big Spur). 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.

VandySports's podcast
South Carolina preview/predictions, Bryce Henderson's comments, mailbag

VandySports's podcast

Play Episode Listen Later Sep 10, 2025 73:27


Billy Derrick, Chris Lee, and Luke Wyatt preview Vandy's matchup vs. South Carolina, make their predictions, discuss Bryce Henderson's bold claim, and answer mailbag 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.

The Joe Show
Left On Read (Works At 'Raymond James')

The Joe Show

Play Episode Listen Later Sep 10, 2025 10:26


He is wondering why he isn't getting a call back after going on two dates... but could it be because he might have lied about his place of employment?

VandySports's podcast
Star-V Sundays with Joe Bulovas: Virginia Tech recap

VandySports's podcast

Play Episode Listen Later Sep 8, 2025 61:15


Billy Derrick and Joe Bulovas recap Vandy's 44-20 win over Virginia Tech on Saturday night at Lane 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.

VandySports's podcast
Virginia Tech preview, predictions, Junior Sherrill's status, mailbag

VandySports's podcast

Play Episode Listen Later Sep 3, 2025 56:47


Billy Derrick, Chris Lee, and Luke Wyatt preview Vandy's matchup vs. Virginia Tech in Blacksburg on Saturday night, discuss Junior Sherrill's injury status, and answer mailbag 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.

VandySports's podcast
Star-V Sundays with Joe Bulovas: Charleston Southern recap

VandySports's podcast

Play Episode Listen Later Sep 1, 2025 43:28


Billy Derrick and Joe Bulovas recap Vandy's 45-3 win over Charleston Southern 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.

VandySports's podcast
Vandy247 Pregame Show | Vanderbilt vs. Charleston Southern | Week 1

VandySports's podcast

Play Episode Listen Later Aug 29, 2025 54:29


Join Billy Derrick as he previews Saturday's Vanderbilt-Charleston Southern matchup in Nashville, featuring interviews with WR Junior Sherrill, former Vandy kicker Joe Bulovas, CBS Sports' Tom Fornelli, and Charleston Southern TV announcer Justin Biegel. 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.

Cyclone Fanatic
SUMMER SERIES: All-American, Denver Nuggets Guard Curtis Jones joins Jake Brend

Cyclone Fanatic

Play Episode Listen Later Jul 23, 2025 37:16


Former Cyclone and now Denver Nuggets guard Curtis Jones joins Jake Brend on the CycloneFanatic Summer Series to discuss his new NBA contract, his time in the NBA Summer League and some of his favorite moments in a Cyclone uniform. The Summer Series is brought to you by Fareway Meat & Grocery and Netusil Financial Services by Raymond James. Learn more about your ad choices. Visit megaphone.fm/adchoices