Podcasts about rebalance

In this episode, we track three major developments shaping healthcare HR strategy right now: a catastrophic escalation in the Kaiser strike, a growing middle management collapse, and a new IRS benefit that could fast-track your workforce into the AI era.

In this episode, Confluence reviews the Asset Allocation rebalance for the first quarter of 2026, featuring a brief economic analysis and insights on asset class and security selection for the firm's Asset Allocation portfolios. Joining the podcast to recap the rationale for this quarter's changes is Kaisa Stucke, analyst and chair of the Asset Allocation Committee's quarterly investment meetings.

If Netflix or Spotify doubled their price tomorrow, would you really cancel—or would you grumble and keep paying? In this conversation, we use subscription services we all rely on to explain a powerful investing concept: pricing power. We'll break down why some companies can raise prices without losing customers, what that tells us about their business models, and why pricing power matters when evaluating long-term investments—especially in an inflation-conscious world.Big Tech is opening the checkbook for AI. Amazon, Alphabet, Meta, and Microsoft are on track to spend nearly $650 billion in 2026 alone, even if it means taking a hit to free cash flow today. We'll unpack why this spending surge is happening, where the money is going, and what it could mean for earnings, valuations, and investors navigating the AI boom. In this week's Market Segment, we break down sector performance across the S&P 500 amid heightened volatility in software stocks, driven largely by renewed concerns over AI's disruptive impact. We also zoom out to examine how AI is influencing industries more broadly, and what a healthy market rebalance across sectors could signal for investors. Plus, we discuss the growing gap between consumer sentiment and actual economic activity and take a closer look at January's employment data to see what it may mean for the path ahead.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — February 7, 2026  |  Season 40, Episode 6Timestamps and Chapters8:29: Cancel or Complain? Pricing Power Explained31:31: AI at Any Cost?45:57: Market Rotation Amid AI UncertaintyFollow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.See important disclosures at Henssler.com

– What about competition in a portfolio? – How can I keep my winners, but also rebalance my portfolio? – Why aren’t people borrowing against their homes to invest? – Use your real names, please! Go to https://surfshark.com/motley or use code MOTLEY at checkout to get 4 extra months of Surfshark VPN!See omnystudio.com/listener for privacy information.

"My 401(k) has grown a lot over the years. Should I consider rebalancing it now that I'm 60?" We're answering YOUR questions on this week's Get Ready For The Future Show! • At 57 years old, what 401(k) percentage should I be contributing if I would like to retire at 60? • We're nearing retirement and not sure how much we should keep in cash vs. investments. What's the right balance? • My brother wants to borrow money from us to start a business. We're in our mid-50s. Is this ever a good idea? And if you've got a question you want answered on the show, call or text 501.381.5228! Or email your question to show@getreadyforthefuture.com! Originally aired 2/4/2026

IHSG sempat menyentuh 9.000, tapi isu MSCI membuat pasar berguncang lagi. Sebagian saham terdorong karena berlatar belakang sentimen saja, sementara sebagian lain tertinggal meski fundamentalnya solid.Di Bareksa Insight, Rivan Kurniawan membahas bagaimana pendekatan value investing membaca kondisi ini: kapan mengikuti arus indeks, dan kapan fokus ke saham yang masih undervalued di luar sorotan MSCI.Dengarkan selengkapnya di Bareksa Insight!Install sekarang!https://bareksa.onelink.me/bLEI/YTBareksa———————————————————————————Disclaimer: Setiap investasi mengandung risiko. Kinerja masa lalu tidak menjamin kinerja masa depan. Seluruh transaksi saham dilakukan dengan izin sebagai Mitra Pemasaran Perantara Pedagang Efek dari OJK yang diberikan kepada PT Bareksa Portal Investasi bekerja sama dengan PT Ciptadana Sekuritas Asia. Seluruh produk investasi keuangan yang dipasarkan melalui aplikasi Bareksa Super App Investasi serta informasi yang terdapat pada channel ini, dikelola, dikembangkan serta dibuat oleh PT Bareksa Marketplace Indonesia yang telah mendapatkan Izin Penyelenggara Sistem Elektronik dari Kementerian Komunikasi dan Informatika Republik Indonesia.

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.
 On this episode of Dentist Money's Two Cents, Matt, Taylor, and Rabih kick things off with a few life updates before diving into key takeaways from the latest Federal Reserve meeting. They break down what those insights could mean for mortgage rates in the years ahead and what dentists should be paying attention to right now. They then talk about the changes in contribution rates for 2026 and important updates to be aware of. Finally, they talk about investment portfolio rebalancing and how to think about timing as you move closer to retirement. Learn more about the Dentist Money Launchpad Program, join the waitlist to learn everything you didn't learn about money in dental school through a series of live courses built exclusively for D4s and recent grads! Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

A walk through on how to rebalance your portfolioHow to check on fund performance - Price change vs. returnsReview of a concert from SynthonyHome Remodel - where should you get the money?

Welcome to Episode 291 of Autism Parenting Secrets.You already know the critical role the gut plays in your child's overall well-being. But this week, we're going to take it to a deeper level—into the science, the data, and the real-world results of microbiome balancing.My guest, Alex Zaharakis, is a radiation oncology physicist turned microbiome researcher who's developed a groundbreaking, data-backed approach to restoring gut health. His system has already helped hundreds of families identify and correct microbial imbalances that drive inflammation, behavior issues, and dysregulation.You'll learn what's really happening in the gut, how to interpret the data, and how personalized, targeted interventions can unlock major shifts in your child's health and behavior.The secret this week is… REBALANCE The MICROBIOMEYou'll Discover:Why The Gut Is The Most Overlooked Foundation Of Healing (5:00)What The 16S Stool Test Reveals That Other Tests Miss (13:00)Why Killing Pathogens Alone Backfires Over Time (20:30)How Rebalancing Microbes Reduces Inflammation And Dysregulation (28:30)What Real Progress Can Look Like At Any Age (36:30)About Our Guest:Alex Zaharakis is a radiation oncology physicist and microbiome researcher whose work focuses on restoring gut health through data-driven insights. His 16S-based microbiome analysis platform helps families identify root imbalances and implement practical, personalized interventions that lead to measurable improvements. Learn more at autismisbiomedical.com.References In This Episode:Autism Is Biomedical – autismisbiomedical.comResearched Elements - Nutraceutical & Research CompanyAutism Parenting Secrets Episode 271 – Autism Is Biomedical with Dr. Christian BognerKeith Bell - Gut Health ResearcherAdditional Resources:To learn more about personalized 1:1 support go to www.elevatehowyounavigate.comTake The Quiz: What's YOUR Top Autism Parenting Blindspot?If you enjoyed this episode, share it with your friends.

Investors should prepare themselves for 2026 to be a year that rewards those who adapt early to the resets and rebalancing which are shaping the new investment landscape. So, what are the key themes?In this edition of Moving Markets - The View Beyond, Bernadette Anderko sits down with Christian Gattiker, Head of Research, and Mark Matthews, Head of Research Asia, to discuss Julius Baer's Market Outlook 2026 and why it's important not to let a single country or theme dominate portfolios. Asian equities, artificial intelligence, defensives, and European cyclical stocks all have a role to play. The conversation also covers fixed income positioning, the appeal of Australian dollar bonds, prospects for further US dollar weakness, and whether gold's remarkable run can continue.(00:00) - Introduction to speakers and topic (00:52) - Defining resetting and rebalancing (01:53) - Economic expectations for 2026 (02:46) - The opportunity set is going global (05:51) - Asian AI and tech have room to run (08:03) - Careful portfolio construction required for AI (09:07) - A balanced equity allocation advised for 2026 (09:54) - Fixed income: balancing credit exposure and duration (10:41) - Time to consider Australian dollar bonds (11:52) - Expectations for the US dollar and its alternatives (13:58) - Can the precious metals rally continue? (15:34) - Key messages to take away (16:30) - Closing remarks Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

What if the best post-holiday reset isn't a detox, a diet, or discipline, but simply coming back into a trusting relationship with your body?In this compassionate episode of Renegade Remission, we explore a post-holiday reset rooted in biology, nervous system regulation, and self-trust instead of guilt and restriction.If the holidays left you feeling depleted, inflamed, disconnected, or “off,” this episode offers a gentle way back into rhythm. You'll learn how hydration, movement, nourishment, and gratitude work together to help your body recalibrate and speed up healing.In this episode, you'll discover:Why harsh detoxes and crash diets backfire A simple framework to rehydrate, rebalance, and reduce inflammation gentlyHow to support detoxification naturally through hydration and circulationA nervous system reset that helps your body shift back into rest-and-repairAn easy reconnection ritual you can return to anytimeThis is not about fixing your body. Instead, it's about partnering with it.Listen now to release guilt, reset softly, and come home to your body after the holidays. This episode will help you reconnect with your healing rhythm without pressure or perfection.DisclaimerThis podcast is for educational purposes only and does not offer medical advice. Consult your licensed healthcare provider before making any changes to your treatment or health regimen. Reliance on any information provided is solely at your own risk.This podcast explores stories and science around ALS, dementia, MS, cancer, mind body recovery, healing, functional medicine, heart disease, regression, remission, integrative medicine, autoimmune conditions, chronic illness, terminal disease, terminal illness, holistic health, quality of life, alternative medicine, natural healing, lifestyle medicine, and remission from cancer, offering hope and insights for those seeking resilience and renewal.

Ready to shift what you're allowing into your life? Start with your front door.In this guided energy activation, Emily leads you through a powerful clearing and optimization practice for your front door - the energetic gateway that helps determines what flows into your life. Your front door isn't just a physical entrance; it's a potent energy portal that influences what opportunities, abundance, relationships, and experiences you're unconsciously allowing (or blocking) from entering.In this activation, you'll:-Clear stagnant or heavy energy from your front door and entryway-Release unconscious blocks to receiving what you truly desire-Optimize your front door's energy to welcome aligned opportunities-Rebalance the energetic threshold of your home-Set powerful intentions for what you're ready to allow into your life-Experience Emily's signature energy work in real-timeThis is a guided activation you can do right now with your own front door. Whether you're ready to welcome more abundance, better opportunities, or simply refresh your home's main energy gateway, this episode provides the tools and energetic support to make it happen.Perfect for both energy work beginners and experienced practitioners looking to work with the powerful magic of doorway energy.Ready to clear your space? Download Emily's free Guided Mini House Clearing Audio or reserve your Private Home & Space Clearing session at www.emilymarie.com

Dr. Christopher Macklin is globally recognized as a Spiritual Teacher, Author, Energetic Healer, UFO Abduction Expert, and Medical Intuitive. His work focuses on holistic health, addressing spiritual, mental, emotional, and physical imbalances. He's authored books on mental health, immune system enhancement, and manufactured diseases. A frequent guest on radio shows and at conferences, Macklin has a significant following on Telegram and over 250,000 on FB. For over 14 years, he's specialized in aiding UFO abductees, helping remove negative ET influences, and works closely with positive ET races like the Pleiadians and Arcturians to heal and rebalance humanity. His latest book, “History, Truth and Healing,” explores the impact of negative ET presence on Earth.This commitment led to four years of intensive meditation, enabling him to align with his true calling of divine healing. Now, Christopher serves an international clientele, offering comprehensive healing services that tackle physical, mental, and emotional challenges. He educates on divine sovereignty and alignment, co-founding The Global Enlightenment Project with his wife Amanda to support humanity's spiritual and physical healing journey.Find out more at and sign up for free global healingshere: www.globalenlightenmentproject.comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Send us a textKickstart Your Financial Success in 2026: Six Essential MovesIn this episode of The Retire Early Retire Now podcast, host Hunter Kelly, owner of Palm Valley Wealth Management, provides a comprehensive 30-day financial action plan to set the tone for 2026 and beyond. Hunter outlines six critical steps to take by January 31st, including knowing your financial numbers (net worth, savings rate, debt balances, and investable assets), automating savings, rebalancing investments, building an early tax plan, revisiting insurance and estate planning, and defining a purpose for your money. Through intentional action and system-building, listeners can achieve a smarter, calmer, and more intentional financial year. Hunter also emphasizes the importance of continually revisiting these goals throughout the year for sustained financial success.00:00 Welcome and Introduction01:19 Setting the Financial Foundation05:39 Automate Your Finances07:47 Rebalance and Reset Investments09:36 Early Tax Planning13:10 Review Insurance and Estate Planning16:10 Define Your Financial Purpose19:09 Final Checklist and ConclusionCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Introduction December 27th brings sudden urgency—just four days remain to implement critical year-end financial strategies that could save thousands in taxes, reduce portfolio risk, and position retirement accounts for 2025 success. Most people spend more time planning vacations than reviewing their largest asset: their retirement portfolio. But the market’s strong multi-year run has created hidden dangers in 401(k) accounts, particularly for those approaching retirement who haven’t rebalanced in years. In this episode of The Tom Dupree Show, Tom Dupree and Mike Johnson provide an essential year-end checklist covering portfolio drift, account consolidation, tax-smart charitable giving, target date fund dangers, and fraud protection as scam season intensifies. Portfolio Drift: The Silent Risk Multiplier What Five Years Did to Your 401(k) If you established a 60/40 portfolio (60% stocks, 40% bonds) five years ago and never rebalanced, you’re sitting on dramatically more risk than intended. “If you had a 60-40 split in 2020, today you’re at about 76% stocks if you’ve made no changes,” Mike Johnson explained. “And your account’s worth 20 or 30% more, so there’s more dollars at stake, at risk.” The drift problem: Stocks outperformed bonds over five years Your stock allocation grew from market gains Total account value increased substantially Risk exposure multiplied Example: $500,000 in 2020 (60% stocks = $300,000) is now $650,000 with 76% stocks = $494,000 in equities. Your stock exposure grew 65%. S&P 500 Concentration Risk “About 40% of the S&P 500 is allocated to tech and high multiple stocks,” Mike noted. “If it’s been on autopilot, now is as good a time as any to look at it critically.” Market Corrections Are Inevitable “On average, every year you have a 10% drop in the market. That’s just the cost of admission,” Mike explained. “We had one back in April—it was closer to 20%. You were looking at 40, 50% drops in some things.” “A lot of people have forgotten how—and even that they should—play defense, especially when you’re getting close to retirement,” Mike cautioned. Year-end action: Check your actual allocation today. If stocks exceed your risk tolerance, rebalance before December 31st. Account Consolidation: Simplify Now The Multiple Account Problem “People’s thinking is, if I have this account over here and this account over here, I’ve got more money,” Tom observed. “When they consolidate those accounts, every one of those five pieces put together as one is gonna get managed better.” Hidden Costs of Scattered Accounts “It’s really hard to track performance if you have multiple accounts,” Mike explained. “It’s much simpler, much more accountable when it’s all consolidated together.” Problems with scattered accounts: Impossible to track overall performance Multiple RMD calculations Complex tax reporting Higher fees (missing breakpoint discounts) Poor overall portfolio coordination Mike’s consolidation benefits: “Proper investment to reach your goals, performance tracking, tax reporting, tax planning, and possible discounts on fees.” Year-end action: List all retirement accounts—schedule consolidation to simplify 2025 RMDs and reduce fees. Tax-Smart Year-End Strategies Strategy 1: Gift Appreciated Stock “Let’s say you give $10,000 a year to charity. You can gift those appreciated shares of stock to the organization,” Mike explained. “You can put that money right back into your brokerage account and reinvest it. You could even repurchase the same stock.” The double benefit: Charitable deduction for full market value Avoid capital gains tax on appreciation Example: Stock purchased for $4,000, now worth $10,000. Gift it, avoid $6,000 capital gain, use the $10,000 cash to buy it back. Strategy 2: Qualified Charitable Distribution “If you’re of the age where you have required minimum distributions, you can do a qualified charitable distribution,” Mike explained. “If you gift the RMD straight to the charity, it never flows through as taxable income to you.” QCD advantages: Counts toward RMD requirement Reduces adjusted gross income Lowers Medicare premiums Reduces taxes on Social Security Works even if you don’t itemize Year-end deadline: Execute stock gifts or QCDs before December 31st to count for 2024 taxes. The In-Service Rollover: Plan Three Years Ahead Act at Age 59½—Even While Working “At 59 and a half, you can do what’s called an in-service rollover,” Mike explained. “Even if you’re still employed and working, you can move over the balance of your 401(k) to an IRA and invest it more specifically for your situation.” The Three-Year Retirement Transition “Let’s say you’re 59 and a half and planning on retiring at 62. You can do that rollover, get the funds invested into an income-producing portfolio,” Mike detailed. “While you’re working, that income just reinvests back in. But when you hit 62, that portfolio’s already in place, it’s already working, and literally it’s linked to your checking account.” Tom emphasized the benefit: “It makes the retirement process more comfortable because you’re not leaving work and at the same time coming in brand new, getting comfortable with our investment approach. You’ve planned for it.” The seamless transition: Portfolio established 2-3 years before retirement Dividends reinvest while still working At retirement, switch to income payout mode No adjustment period or uncertainty Year-end action: If age 59½+, investigate in-service rollover options. Target Date Funds: Hidden Dangers The Collective Investment Trust Problem “52% of the assets in target date funds—over $2 trillion—are now in collective investment trusts,” Mike reported. What makes CITs dangerous: “A collective investment trust—they’re not required to register with the SEC,” Mike explained. “They don’t have to report, as transparently, all the internal fees. And they’re allowed to hold more illiquid investments inside of them.” The Blue Rock Disaster “There was a private real estate fund—the Blue Rock Total Income Fund,” Mike detailed. “The net asset value when it was private was about $24 a share. They decided to go public. The fund closed the day it went public at $14.70.” Investor loss: 39% immediately when real market pricing was revealed. “The NAV was bogus. It was totally bogus,” Mike concluded. The Vanguard-TIAA Annuity Trap “Vanguard announced they’re partnering with TIAA, and the target date fund automatically enrolls the investor in an annuity,” Mike reported. “What they’re hoping is that these people that have been on autopilot for 40 years—they’re not gonna change from being on autopilot at year 41,” Mike explained. “It’s just gonna automatically roll into these annuities. This is a money grab to keep the assets locked in.” Why Dupree Financial Group Avoids Them “We don’t use target date funds. We don’t like what the target date fund does to the client’s return,” Tom stated. “It’s about having all your money in one spot the day you retire. That money doesn’t need to be in one spot. It needs to be growing and throwing off dividends.” Mike: “The target date’s all based on historical averages. It doesn’t take into account what’s going on in the market or your situation.” Year-end action: If in a target date fund, research what’s actually inside it before the “glide path” continues. Year-End Fraud Alert: Peak Scam Season The January-February Surge “This time last year, at the first of the year, was one of the biggest fraud pushes that we’ve seen,” Mike warned. “As we get close to the end of the year, be diligent and protect yourself.” Sophisticated Team Operations “These fraudsters are very convincing. They sound like us. They sound like an advisor,” Mike explained. “They’ll bring somebody onto the line. They’ll keep people on the line for three hours. They’ve gotten used to handling objections.” Real Client Losses “We heard two in a row from our clients—older women, same amount: $10,000 each,” Tom recounted. “One woman could afford it. The other one really couldn’t.” The Defense Strategy “The first line of defense is you, the client,” Mike stated. “If you have something that pops up on your screen—don’t click there. If somebody calls—call somebody. Call a trusted person. If you’re a client of ours, call us. But do not take action on any of these things.” Critical warning: “Do not verify within their ecosystem. They say, ‘We’ll let you verify,’ and then they transfer you. They’re all working together.” Tom’s advice: “Get off the phone or don’t click on things and get somebody that you trust to find out exactly what’s going on.” Year-end vigilance: Never click pop-ups, never transfer money based on calls, always verify independently. Your Year-End Action Plan Critical Tasks Before December 31st ✓ Check portfolio drift – Verify stock/bond allocation matches risk tolerance ✓ Rebalance if needed – Reduce risk before 2025 ✓ Execute charitable strategies – Gift stock or make QCD before deadline ✓ Consolidate accounts – Simplify RMDs and reduce fees ✓ Research in-service rollovers – If 59½+, investigate options ✓ Review target date funds – Understand holdings before glide path continues ✓ Increase fraud vigilance – Peak scam season protection Questions Before Year-End What’s my actual current allocation? How many retirement accounts do I have scattered? Am I missing tax-saving charitable strategies? Do I understand what’s in my target date fund? Am I 59½+ with rollover options available? The Bottom Line With days remaining in 2024, retirement investors face critical decisions affecting taxes, risk exposure, and 2025 positioning. Portfolio drift has likely pushed your stock allocation far beyond original intentions. Target date funds may contain illiquid investments, opaque fees, and automatic annuitization. But opportunities exist: tax-smart giving, consolidation, in-service rollovers, and rebalancing. “All of these things fit into more of a holistic long-term retirement financial plan,” Mike concluded. “You want everything moving in the right direction to accomplish your goals.” Schedule Your Portfolio Review Is your portfolio drifted into dangerous territory? Missing tax-saving strategies? Approaching retirement without a transition plan? Call (859) 233-0400 or schedule your complimentary portfolio review. Dupree Financial Group – Where we make your money work for you. Important Disclosures Dupree Financial Group is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC). This content is for informational purposes only and does not constitute investment advice, tax advice, or a solicitation. Past performance does not indicate future results. All investments involve risk, including potential loss of principal. Tax strategies should be reviewed with a qualified tax professional. Before making investment or tax decisions, consult qualified professionals. For more information, review our Form ADV Part 2A at www.adviserinfo.sec.gov or call (859) 233-0400. The post Year-End Financial Planning Checklist: Critical Actions Before December 31st appeared first on Dupree Financial.

Welcome to the Planet MicroCap Podcast's Due Diligence series. I'm your host, Robert Kraft. My guest today is Dan Goldberger, CEO of electroCore (NASDAQ: ECOR). electroCore is a commercial-stage neuromodulation company developing a suite of non-invasive vagus nerve stimulation devices—delivering a two-minute therapy session designed to rebalance the autonomic nervous system. Built around its nVNS platform, the company operates across three channels: prescription medical devices for headache and migraine, the fast-growing Truvaga direct-to-consumer wellness brand, and a specialized military and government division built around its ruggedized tac-stim product.   Founded in 2006 as a non-invasive alternative to implanted vagus nerve stimulators, electroCore has evolved into a multi-indication business with seven FDA authorizations for headache, serving major customers like the U.S. Department of Veterans Affairs and the UK's National Health Service. I invited Dan to the show to discuss all of this, as well as: How nVNS platform works and the science behind vagus nerve modulation electroCore's evolution from implanted alternatives to multi-channel neuromodulation The prescription business model across the VA, NHS, and managed care Truvaga's growth in the wellness market and why awareness is the primary competitor The tac-stim military program and its role as a meaningful revenue stream Strategic priorities heading into 2026—profitability, capital allocation, and commercial execution Challenges around insurance coverage and overcoming the “chicken and egg” problem The path toward becoming a $150–200 million business and the long-term vision for the platform For more information about electroCore, please visit: https://www.electrocore.com/ This podcast was recorded and is being made available by SNN, Inc. (together with its affiliates and its and their employees, “SNN”) solely for informational purposes. SNN is not providing or undertaking to provide any financial, economic, legal, accounting, tax, or other advice in or by virtue of this podcast. The information, statements, comments, views, and opinions provided in this podcast are general in nature, and such information, statements, comments, views, and opinions, and the viewing of/listening to this podcast are not intended to be and should not be construed as the provision of investment advice by SNN. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or other course of action. The information, statements, comments, views, and opinions expressed in this podcast (including by guest speakers who are not officers, employees, or agents of SNN) are not necessarily those of SNN and may not be current. Reference to any specific third-party entity, product, service, materials, or content does not constitute an endorsement or recommendation by the SNN. SNN assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein. The views expressed by guest speakers are their own and their appearance on this podcast does not imply an endorsement of them or any entity they represent. SNN does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, which may include forward-looking statements where actual results may differ materially. SNN does not undertake any obligation whatsoever to provide any form of update, amendment, change, or correction to any of the information, statements, comments, views or opinions set forth in this podcast. SNN EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. By accessing this podcast, the listener acknowledges that the entire contents and design of this podcast, are the property of SNN, or used by SNN with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this podcast may save and use information contained in the podcast only for personal or other non-commercial educational purposes. No other use, including without limitation, reproduction, retransmission, or editing of this podcast may be made without the prior written consent of SNN.

It's almost 2026, and soon you'll be receiving your year-end statements for all your investment accounts. You'll also hear a lot of advice about reviewing and rebalancing your portfolio in January. Robert Brokamp and Certified Financial Planner Sean Gates how to do it and how much re-arranging is necessary. Also in this episode:-Why Schwab expects a “vibesession” in 2026-Why inflation feels worse for many Americans-Debunking a myth about the relationship between retirement and life expectancy-Spend money, and get reimbursed for those expenses, from flexible spending accounts and 529s before the end of the year Host: Robert BrokampGuest: Sean GatesEngineer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

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This week on the Retirement Quick Tips podcast, I'm sharing with you my year-end financial checklist. With only a few weeks before the end of the calendar year, there's still time to complete these before year-end.  Today, I'm talking about reviewing your allocation to stocks and rebalancing

Send us a textMastering Portfolio Cleanup for a Simpler, Smarter Investment StrategyIn this episode of The Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner and founder of Palm Valley Wealth Management, dives into the essential practice of portfolio cleanup. Hunter outlines a clear framework for evaluating and reorganizing your investment portfolio to ensure it aligns with your financial goals and remains efficient. Topics include creating an inventory of your holdings, identifying duplicates, assessing sector and style concentrations, reviewing tax efficiency, and strategic rebalancing. Hunter also emphasizes simplicity and intentionality as keys to successful long-term investing. Tune in to learn practical steps for maintaining a clean and organized portfolio.00:00 Introduction to Portfolio Cleanup01:21 Understanding Your Current Portfolio04:18 Identifying and Eliminating Overlap05:43 Evaluating Sector and Style Allocation06:43 Tax Efficiency and Asset Location07:41 Deciding What to Keep12:16 What to Sell and Why17:11 The Importance of Rebalancing20:18 Actionable Steps for Portfolio Cleanup22:00 Conclusion and Final ThoughtsCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

This week I sat down with Justin Hai, the guy who basically said "yeah… stress is the villain in your midlife story" and then wrote a whole book proving it. Spoiler: he's right. We dig into: • Why cortisol is out here acting like a drama queen • The sleep-stress-hormone Bermuda Triangle making belly fat stick around • How tech is low-key ruining your metabolism • The truth about hot flashes that'll make you rethink what's really "stressful" • Why weights beat cardio every damn time • How to set yourself up for a night of actual sleep, instead of scrolling your soul away Plus, Justin shares what REALLY works for calming that buzzing nervous system without giving up your phone forever or moving to a cave. If you've ever said "this is just my life now"… listen up. It's not. PRESS PLAY Then come tell us your biggest "ohhhh THAT'S why" moment. Links Facebook group https://www.facebook.com/groups/fitgirlmagic Tik Tok @kimbarnesjefferson Instagram https://www.instagram.com/kimjeffersoncoach/ Free Resources: https://www.fitgirlmagic.com/freeresources_podcast 12 week strength training program –Strong by Spring https://kimbarnesjefferson.lpages.co/strong-by-spring Website: http://www.kimbarnesjefferson.com Rebalance https://www.instagram.com/rebalancehealth/ Justin Hai https://www.instagram.com/justin_a_hai/ Linked in https://www.linkedin.com/in/justinhai/ Rebalance https://www.facebook.com/rebalancehealthofficial/ Tik Tok https://www.tiktok.com/@rebalancehealth

In this week's episode of the Rich Habits Podcast, Robert and Austin answer your questions!---

n this episode of Lead-Lag Live, I sit down with Brendan Ahern, Chief Investment Officer at KraneShares, to break down the pivotal shift happening inside China's equity markets. A Trump–Xi truce, policy stabilization, and a surge in cloud and AI revenues are driving fresh optimism into Chinese tech — and Brendan explains why global investors are quietly reallocating back into KWEB.From improving CPI and government action on involution to cloud-driven AI monetization, semiconductor risks, and the new wave of international inflows, Brendan lays out the forces reshaping China's market narrative after years of pessimism.In this episode:– Why China's cloud and AI revenue growth is outpacing expectations– How anti-involution policy is stabilizing competition and lifting margins– Why global investors — especially Europe and Asia — are rotating back into China– Where KWEB sees opportunity across online video, entertainment, and emerging tech– Why semiconductor valuations demand caution despite the broader tech rebound– How the Trump–Xi détente may open the door to further policy normalizationLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive #KWEB #KraneShares #ChinaTech #AI #EmergingMarkets #Investing #MarketsStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

Brian Mulberry discusses whether investors should buy into megacap earnings as Nvidia (NVDA) gears up to report Wednesday. His stock picks now include Walmart (WMT), which is doing a “great job” in capturing the consumer's wallet and Crown Castle (CCI), which lives in the “orbit” of the AI trade and benefits from 5G expansion. ======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

A new report has found that Ireland's energy policy needs to be rebalanced to meet the needs of its citizens. With rising costs in electricity prices and the growing concerns of energy security, how can Ireland better look after the needs of consumers as well as ensure energy security? Pat discusses this and more with Eamonn O'Reilly, Chairman of the Energy and Climate Action Committee.

Berlin is setting up a committee to re-examine its security-related trade policies towards Beijing. This comes as China just overtook the United States to become Germany's No. 1 trading partner. What's driving this sudden rethink? Is it politics, pressure, or protectionism? How will Germany's biggest companies, from autos to chemicals, react as the rules of engagement shift? And where will a possible new phase of Sino-German relations lead, and what might it mean for Europe and the world? Host TU Yun joins Professor Klaus Larres, the Richard M. Krasno Distinguished Professor at the University of North Carolina at Chapel Hill, Professor Josef Gregory Mahoney, Professor of Politics and International Relations, East China Normal University, and Dr. Zhou Mi, the Deputy Director of the Institute of American and Oceania Study, Chinese Academy of International Trade and Economic Cooperation for a close look.

Tony Zhang with OptionsPlay believes Nvidia (NVDA) is trading at its best forward P/E since Liberation Day. He offers an example options trade and makes the case for long-term investors to buy into the stock as it lingers in correction territory. Tony turns to a much different industry through his trade in FedEx (FDX), but he makes a similar case that the stock is at a discount to its peers.======== 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

Is there a connection between trauma recovery and spiritual awakening? Dr. Arielle Schwartz believes there is — and with more than 20 years of experience working with both patients and therapeutic professionals, she has the expertise to back it up… Dr. Schwartz is a distinguished clinical psychologist and world-renowned author who has reshaped the landscape of trauma care. As the founder of the Center for Resilience Informed Therapy®, she has built a thriving community of professionals dedicated to advancing mental healthcare and making healing resources accessible to all… Click play to discover: How trauma recovery can result in spiritual awakening and personal transformation. The vital role of the nervous system in healing, resilience, and emotional regulation. Practical somatic tools and mind–body practices for integrating trauma and restoring balance. Dr. Schwartz has authored several books on topics including trauma recovery, neuroscience, yoga therapy, and more. To this day, she continues to facilitate community-wide healing through professional consultation and public teachings in trauma recovery. Want to follow along with her important work? Visit her website to learn more!

Americans are living longer - and that's reshaping retirement plans. After major stock market gains, many advisors say now is the time to re-balance portfolios and reassess risk to protect long-term returns. And for grandparents, there's no greater gift than helping their grandkids achieve a college education.

The Passive Pockets Pulse Check returns with Chris Lopez, Jim Pfeifer, and Paul Shannon. They break down what they bought and what they skipped, how they are reallocating between equity and debt, and the checks they run before wiring capital. Jim shares two new allocations in healthcare and coffee after negotiating a lower minimum for the community and explains invoking the Shirky rule to avoid doubling up with a new operator too quickly. Paul outlines a simple Indiana cash flow deal, a 22-unit JV turnaround, and an LP win with a partial disposition. Chris walks through a shift toward debt funds, a strong payout month, and a cautionary development story that highlights why transparency, lender diligence, and sponsor communication matter. The trio then uses the PassivePockets Deal Analyzer to spot red flags and assess IRR partitioning before deconstructing a friends and family hotel conversion with fee bloat, phantom equity, and misaligned waterfalls so you know when to pass fast. Key Takeaways Use investing clubs to test new managers or asset classes and always ask about minimums Rebalance deliberately toward a mix of equity and debt while accounting for ordinary income taxes on debt yields outside retirement accounts Multifamily is stabilizing in select markets, but underwrite with longer debt terms, larger reserves, and realistic rent and occupancy assumptions Watch for fee-heavy structures, annual-only distributions, deferred development fees counted as equity, and dual waterfalls that dilute LP returns The Deal Analyzer surfaces out-of-range assumptions and IRR partitioning shows how much return comes from operations versus exit Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

Click to Send us a text!We make the case that rest is not recovery and show how to use the off-season to rebuild biology for predictable performance. Using the Five Rs framework and simple at-home labs, we map a 30-day reset that clears fatigue, restores sleep, and brings systems back online.• why the off-season is build time, not downtime• how 90–120 day cell renewal shapes preseason gains• health as interconnected systems, not isolated parts• the Five Rs: Reveal, Remove, Replace, Rebalance, Retain• at-home testing for minerals, detox and cellular energy• 21-day functional reset to clear toxins and replenish• sleep protocol to restore deep, reliable recovery• moving from survival mode to steady peak outputNow, if you're ready to rebuild your body systems and get locked back online with energy, clarity, and confidence, visit victory lanewellness.com or click the link in the show notes or in the bio and take the free functional health assessment and sign up for the Victory Lane 30 day reset to jumpstart your recovery and see measurable results in your first seven daysNow that the racing season's over, recovery starts with better sleep.

In this episode, Confluence reviews the Asset Allocation rebalance for the fourth quarter of 2025, featuring a brief economic analysis and insights on asset class and security selection for the firm's Asset Allocation portfolios. Joining the podcast to recap the rationale for this quarter's changes is Kaisa Stucke, analyst and chair of the Asset Allocation Committee's quarterly investment meetings.

In this powerful episode, I was interviewed by Rita De Michele, host of Beyond Diagnosis Podcast and the founder of Beyond Diagnosis Directory, a platform connecting people worldwide with trusted functional, integrative, holistic health professionals and mindset coaches.With a background in Master-level NLP and emotional empowerment, Rita bridges mindset, innovation, and healthcare to help people discover root-cause solutions and new pathways to healing beyond conventional approaches.A passionate advocate for “our health, our choice,” she is building a global movement that empowers both practitioners and health seekers to collaborate toward genuine healing and lasting wellbeing.For too long, couples have been told:“You've been trying for 12 months. You're infertile.”But what if infertility isn't a final diagnosis — it's a symptom?In this conversation, I break down the truth about fertility testing, hormone cycles, and the deep connection between your body's sense of safety and your ability to conceive. You'll discover why so many lab tests are done incorrectly, how toxins and lifestyle play a role, and what your doctor might have missed.⏱️ Timestamps00:00 – Intro: The Fertility Conversation You Need to Hear04:12 – Why infertility is often misdiagnosed09:35 – How most hormone labs are done at the wrong time13:00 – The truth about IVF and why it's not the first solution18:25 – What your fertility labs should actually include (FSH, LH, Estradiol, AMH)25:10 – Infertility as a symptom, not a diagnosis30:45 – Environmental toxins that silently affect reproduction (BPA, phthalates, glyphosate)38:10 – How GMO and seedless foods can harm fertility45:20 – Lifestyle factors that sabotage fertility without you realizing52:00 – Thyroid, Hashimoto's & methylation issues: the hidden root causes1:03:15 – Male fertility: why sperm health matters just as much1:15:00 – The 4R Method: Reveal, Remove, Rebalance, Receive1:25:40 – The “safety signal” that helps your body conceive naturally1:32:00 – Simple daily fertility practices you can start today

The Rebalance Program has come to an end, but is it truly over?

Ever wonder why some foods feel impossible to stop eating? We pull back the curtain on how ultra-processed products are engineered to hook your taste buds, spike your blood sugar, and keep you coming back—while quietly nudging up your risk for type 2 diabetes, mood swings, and gut disruption. With nutritionist Julie Ruelle from Go Coco, we translate the science into everyday choices that protect your hormones, energy, and sanity.We start by separating helpful processing—like freezing vegetables or turning milk into yogurt—from ultra-processed foods packed with dyes, stabilizers, artificial sweeteners, and ingredients your grandparents wouldn't recognize. Julie breaks down the label tricks behind words like “healthy” and “vegan,” and shows how to scan ingredient lists before nutrition panels. From there, we explore the gut-brain axis: why additives and quick carbs can inflame your microbiome, trigger cravings, and derail your mood and focus. You'll learn how probiotic foods (yogurt, kefir, sauerkraut) and prebiotic fibers (whole grains, beans, veggies, fruit) rebuild your gut—and how noticeable improvements often start within two weeks. We share practical ideas: replace the 60-gram sugar coffee drink with a home version using cinnamon and vanilla, upgrade cereal by choosing short-ingredient options and adding nuts and berries, and swap fruit bars for whole fruit plus seeds. We also talk organic priorities for meats and dairy, and why calorie counting can mislead you when nutrient density is the bigger lever.If you're ready to step off the sugar-crash roller coaster and build meals that steady your energy and mood, this conversation gives you the roadmap—clear, doable, and built for real life. Subscribe for more expert-backed insights, share this episode with a friend who's label-curious, and leave a review to tell us the one swap you'll try today.Bio Julie Ruelle is a Registered Dietitian with over 20 years of experience helping people make informed food choices that support long-term health. She currently works with GoCoCo, where she focuses on simplifying nutrition and empowering people to eat well.Website and Social Media www.gococo.apphttps://www.linkedin.com/company/gococoapphttps://www.instagram.com/gococoapp/https://www.facebook.com/GoCoCoApp/ https://www.linkedin.com/in/julieruelle/Special Offer for the GoCoCo App Android (90days free, can use 4 times to equal a year, this is an android rule, not a GoCoCo rule) Code: VIBEiOS (1y free)Link for VibeWe hope you have enjoyed this episode. Please like, comment, subscribe, and share the podcast.To find out more about Lynnis and what is going on in the V.I.B.E. Living World please go to https://link.tr.ee/LynnisJoin the V.I.B.E. Wellness Woman Network, where active participation fuels the collective journey toward health and vitality. Subscribe, engage, and embark on this adventure toward proactive well-being together. Go to https://www.vibewellnesswomannetwork.com to join. We have wonderful events, courses, challenges, guides, blogs and more all designed for the midlife woman who wants to keep her V.I.B.E. and remain Vibrant, Intuitive, Beautiful, and Empowered after 40+.

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about the newest inflation data, why the market jumped today, his concern over debt, the overall strength of the economy, the latest on the government shutdown, the forecast for food prices, his expectations for Fed rate cuts for the rest of the year, […]

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about the newest inflation data, why the market jumped today, his concern over debt, the overall strength of the economy, the latest on the government shutdown, the forecast for food prices, his expectations for Fed rate cuts for the rest of the year, […]

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about the newest inflation data, why the market jumped today, his concern over debt, the overall strength of the economy, the latest on the government shutdown, the forecast for food prices, his expectations for Fed rate cuts for the rest of the year, […]

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about the newest inflation data, why the market jumped today, his concern over debt, the overall strength of the economy, the latest on the government shutdown, the forecast for food prices, his expectations for Fed rate cuts for the rest of the year, […]

In this week's podcast, I talk about investing your pension at 50. Turning 50 is a wake-up call for your pension. It's not about panic - it's about planning smart. Here's what matters most: Key Points: • At 50, your goals shift — you're closer to retirement, but growth still counts. • Review your pension funds now: what's in equities, bonds, or cash? • Rebalance gradually.  • Diversify — global funds, low costs, and no guesswork. • Check old company pensions. Consolidate only if it saves on fees or boosts control. • Understand your tax position — up to 25% tax-free lump sum (max €200k). • Know your retirement routes: ARF for flexibility, annuity for certainty. • Independent financial planning helps avoid big mistakes — and stress! I hope it helps.

Most exhibitors spend nearly half their budget just getting to the show floor—booth space, travel, shipping, services. By the time the event starts, there's almost nothing left for strategy or measurement.That's how event marketing gets stuck in the “cost of doing business” trap. The result? Overbooked schedules, flat ROI, and event teams that feel more like order takers than growth drivers.In this conversation, Matt Kleinrock and Pablo Gonzalez break down the numbers, the hidden inefficiencies, and the bigger picture. They share how to rethink events like a business unit, not a checkbox, so every dollar is tied to real value, pipeline, and progress.You'll learn how to:✅ Rebalance your event spend to prioritize what actually drives results✅ Make your case internally for fewer, better events that deliver measurable ROI✅ Turn data and alignment into your biggest budget leversListen in for a no-BS breakdown of where event money really goes and what to do about it.----------------------------------Connect with Pablo GonzalezLinkedIn: https://www.linkedin.com/in/pablotheconnector/  Connect with Matt KleinrockLinkedIn: https://www.linkedin.com/in/matt-kleinrock-9613b22b/  Company: https://rockwayexhibits.com/   

Managing cross-border investments from Israel can feel like playing financial chess on two boards at once—and the pressure kicks up when a safe investment matures or a hot market trend starts calling your name. This episode is all about turning those “What now?” moments into smart, confident moves. You'll discover why cash on hand isn't lazy money, how to sidestep the fear of missing out, and ways to keep your portfolio both rock-solid and flexible. Think of it as your game plan for making money decisions without the stress. We'll also dive into why simple strategies often beat flashy ones, and how to give every dollar in your U.S. brokerage and IRA accounts a clear purpose while living in Israel. With tips to help you protect your nest egg, explore exciting opportunities, and keep market hype in check, you'll come away ready to invest with both confidence and calm. Key Takeaways: Turn cash windfalls into strategic moves that fit your short-, mid-, and long-term goals Use a “fun money” satellite account to explore new ideas without putting your core at risk Rebalance regularly to keep your portfolio in shape—no crystal ball required Book your free Cross-Border Financial Evaluation today and find out if your portfolio is truly built for your life in Israel.

Send us a message (& include the best way to reach you)The fastest laps are won long before the green flag—when your mind fires clean and your body runs light. Brain fog can make you feel “online but empty,” and for drivers, crews, owners, and executives, that dull edge costs reaction time, good judgment, and stamina when it matters most. We walk you through a proven, race-ready roadmap to reclaim mental clarity with the Five Rs: Reveal, Remove, Replace, Rebalance, and Retain.We start by naming the real culprits behind slow thinking and short fuses: heavy metals from fuel and shop exposure, mold from musty rooms on the road, and gut overgrowth that thrives under stress and poor sleep. You'll hear how functional lab testing spots what standard bloodwork often misses, and why guessing keeps you stuck. Then we get practical with an immediate, safe starting point: a 7–21 day functional medicine detox that supports liver pathways, lowers toxic load, and refuels the brain with the vitamins, minerals, amino acids, and omega-3s it uses to think fast and recover deeper. Most people notice clearer mornings, steadier afternoons, and better sleep within a week.From there, we outline how to rebuild for the long season: replace deficiencies so neurotransmitters can fire on demand, rebalance hormones and the nervous system to exit survival mode, and retain gains with quarterly resets tailored to a demanding travel and race schedule. Along the way, we share the real-world factors that push clarity off track—and the simple choices that bring it back. If you're ready to swap fog for focus, start with our free toxicity assessment and book a complimentary 20-minute High Performance Health consult. Subscribe, share this with someone who needs a reset, and leave a review to help more high performers find their edge.Support the showAs a token of gratitude, of course you're interested in these FREE and powerful resources, and because you enjoy the show, first be sure to leave your 5-STAR Review HERE!

Fall isn't just for cider mills, football games, and cozy sweaters—it's also the perfect season to reset your financial life. In this solo episode, Melissa Joy shares seven practical tips to help you take advantage of seasonal opportunities and set yourself up for success before the year ends. From open enrollment decisions and maximizing workplace benefits to planning for holiday spending, reviewing your investments, and checking in on your estate plan—Melissa walks through the steps that can help you move forward with clarity and confidence. You'll learn how to: Make the most of your employer benefits and avoid last-minute enrollment stress Use remaining 2025 benefits wisely, from FSA dollars to legal perks Take proactive steps on taxes before December 31 Plan and budget for the holidays to avoid year-end financial regret Rebalance your portfolio and revisit investment opportunities Update beneficiaries, life insurance, and estate planning documents Conduct a fall financial health check and set goals for the new year As Melissa reminds us, progress is always more important than perfection. Pick one or two of these seasonal money tasks, get them done, and set the tone for a stronger financial future. The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING's investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING's current written disclosure Brochure discussing our advisory services and fees is available upon request or at https:...

This week on the Retirement Quick Tips Podcast, I'm pulling back the curtain and telling exactly how I manage my 401k as a financial advisor.  Today, I'm talking about: how often I login (not enough to even remember how much I have in there…is it $200,000? $300,000? $500,000? I don't know. Somewhere in there I think.

Send us a message (& include the best way to reach you)Not long ago, NASCAR rookies were men in their 40s and 50s, battling the Cup schedule with grit and experience. Today? We're seeing drivers step into the sport before they even graduate high school—while veterans are stepping out earlier and earlier. The question is: why is endurance fading faster now than ever before?In this episode of Breaking Boundaries for Champions, we're tackling the difference between chronological aging (the birthdays on your license) and biological aging (the true condition of your cells, tissues, and performance systems).Here's what you'll discover:The Rookie-to-Retirement Shift — why past legends could thrive longer, and why today's drivers feel drained by mid-career.The Real Cause of Early Burnout — stress redefined: Something Troubling Resulting in Essential System Shutdown. We'll break down oxidative stress, environmental toxins, and the hidden internal stressors that accelerate aging.Heat, Endurance & Performance Loss — how untrained heat shock proteins, poor detoxification, and mid-season strain can wreck stamina in ways most don't see coming.Motorsports & Toxins — from exhaust and rubber dust to paint fumes and fire smoke, racing is a toxic environment. And when your liver and detox pathways are overwhelmed, toxins don't just disappear—they get stored in fat and even brain tissue.The 5R Method™ for Longevity — how Reveal, Remove, Replace, Rebalance, and Retain create a repeatable system to extend your biological performance window.This is not medical advice and we do not claim to diagnose, treat, or cure disease. The purpose of this episode is education—to help you understand the difference between just “getting older” and actually losing your performance edge unnecessarily.

Today's episode is one I'm really excited about, because we're talking women's health again, and more specifically hormones. Whether it's energy, sleep, mood, metabolism, fertility, or how we age, hormones impact everything, yet I personally barely understand them beyond our GCSE biology.Joining me today is Professor Annice Mukherjee. Annice is a consultant physician, endocrinologist, and professor, and she's one of the UK's leading experts in hormone health. She's the principal investigator for the UK's first-ever national women's health data registry. Annice's Instagram: https://www.instagram.com/the.hormone.doc/?hl=en +This episode is sponsored by Adobe Express - you can check it out for free here: https://adobe.chrd.ly/ExpressGracePodcast+SIGN UP TO THE WORKING HARD NEWSLETTER: https://graceb.myflodesk.com/k0sfhlac34+FOLLOW THE PODCASTInstagram: https://www.instagram.com/workinghard...TikTok: https://www.tiktok.com/@workinghardpo...+DILEMMA SUBMISSIONIf you'd like to submit any dilemmas to the podcast to be answered in the bonus episodes, please send them to podcast@grace-beverley.com with the subject beginning DILEMMAS or DM us @workinghardpod on instagram!+MY LINKS: https://gracebeverley.komi.io/+RETROGRADE, SHREDDY, TALA and THE PRODUCTIVITY METHOD are my own businesses, therefore any mention of them - whilst not being a sponsorship - is monetarily endorsed. As usual, sponsorships do not change my opinions nor my honesty, but I will always disclaim to make sure motives are clear

Hey friend, it's Jody Agard. Just got off a plane or shifting time zones? We'll gently rebalance your body's rhythm and harmonize mind, heart, and spirit so you can truly land—inside and out. Get settled, breathe deeply, and let's rebalance together… Xo, Jody Learn more about your ad choices. Visit megaphone.fm/adchoices

What if your phone is actually training your brain to feel less motivated, less connected, and more stressed?In this fascinating conversation, neuroscientist TJ Power, author of The DOSE Effect: An Inspiring Self-Healing Guide About the Mind-Body-Hormonal Connection, reveals how four key brain chemicals shape our experience of life, and shares surprisingly simple ways to work with your natural chemistry rather than against it. Learn practical strategies to boost motivation, deepen connections, and feel more energized without expensive supplements or complicated protocols.You can find Tj at: Website | Instagram | Episode TranscriptIf you LOVED this episode, you'll also love the conversations we had with Julia Hotz about social prescribing using movement, nature, art, service, and belonging as potent prescription-strength remedies.Check out our offerings & partners: Join My New Writing Project: Awake at the WheelVisit Our Sponsor Page For Great Resources & Discount Codes Hosted on Acast. See acast.com/privacy for more information.