Podcasts about Ria

It's the first day of the Forbidden Worlds Film Festival and we review The Big Picture Documentary! In this special episode, Mike & Spider-Dan talk about their first day at the film festival, where a documentary about Bristol's Megascreen premiered, made by Arthur Cauty, called The Big Picture! The documentary showed the history of Bristol's cinema, the life, death & rebirth of the IMAX screen where FWFF is held, the involvement of the Bristol Aquarium, modern day uses and so much more – the perfect documentary for any film lovers, especially Bristolians and people from the UK! Watch the video version here: https://youtu.be/a6ZwxT7uu3Y  Check out the documentary maker's site here: www.arthurcauty.com/film For more information, visit www.forbiddenworldsfilmfestival.co.uk From 28th May to 1st June, Mike & Spider-Dan will be at the Forbidden Worlds Film Festival to cover all 5 days of the event and do some interviews! For visual elements (including the full FWF schedule & more), check out the video version on YouTube! Make sure you follow & subscribe to Spider-Dan's podcast as much of the coverage will be split between the feeds/YouTube channels! https://spiderdanandthesecretbores.com & www.patreon.com/spiderdanandthesecretbores Make sure you check out the special preview episodes Mike & Dan did, where Mike reviewed the 1985 movie Young Sherlock Holmes for the 40th Anniversary of the movie, where a special showing (& cast Q&A) is happening! For Dan's preview episode, he delved into the Waterworld sequel comic; Children Of Leviathan! Check out Mike's in-depth reviews, breakdowns & things you missed episodes of Season 2 of Andor, on any podcast app or on YouTube: https://podfollow.com/starwarschitchat & https://youtube.com/@starwarschitchat All Patreons have been receiving bonus episodes, including a Thunderbolts, Superman III and Superman IV review, as well as early access and more! Support at www.patreon.com/GenuineChitChat or https://ko-fi.com/GenuineChitChat Guest Spots: Another episode of Disney Discussions is out where Mike & Dan spoke about Lilo & Stitch 1 & 2 with Megan, Ria & guest Natalie! https://tinyurl.com/2bs7kker Mike recently reviewed Superman '78, Superman II and the Super/Man documentary on the 20th Century Geek podcast, while Dan spoke about Superman IV! https://pod.fo/e/2bea07 Mike was on Reckless Rebellion to talk about Andor's Prison Arc from S1, listen here: https://pod.fo/e/2c28cc Find all of Mike's social media & other links at https://linktr.ee/GenuineChitChat Please review/rate, subscribe and share – it helps the show out an incredible amount!

Tipus de convocatòria: Ordinària Data i hora: 29 / de maig / 2025 a les 20:00 Lloc: Saló de Plens Participació a distància: ASSUMPTES DE LA CONVOCATÒRIA A) PART RESOLUTIVA 1.Aprovació de l’acta de la sessió anterior. 2.-Expedient 42/2025. Aprovar definitivament el projecte d’obres “Projecte bàsic i executiu adequació espai AFA Escola Gaspar de Portolà”, de Balaguer.- 3.-Expedient 541/2025. Aprovació inicial de la Modificació de Crèdit núm. 2/2025 de la Paeria.- 4.-Expedient 663/2025.Aprovació inicial de la Modificació de Crèdit núm. 4/2025 de la Paeria.- 5.-Expedient 682/2025. Aprovació, si s’escau, Conveni Departament d’Interior – Paeria de Balaguer. Adhesió Xarxa RESCAT.- 6.-Expedient 503/2025. Aprovació, si s’escau, del Conveni de col·laboració entre la Universitat de Lleida (UdL) i la Paeria de Balaguer, per a l’ús de la biorefineria pilot situada al polígon industrial de Balaguer.- 7.Expedient 686/2025.Aprovació, si s’escau, dels dies Festius Locals per l’any 2026. 8.-Expedient 395/2025. Desafectació de l’ús i servei públic d’obres i serveis el vehicle Nissan Trade 3.0, amb matrícula B3843PJ.- 9.-Expedient 618/2020. Declaració d’especial interès o utilitat municipal obres pel desplaçament de les línies aèries 25 kv dobre circuit “BombesCastillonroy” i “AlbesaMenàrguens” a l’entorn del monestir de Santa Maria de les Franqueses.- 10.-Expedient 1147/2023. Verificar el Text refós amb les prescripcions de la Comissió Territorial d’Urbanisme de Lleida en data 29 de gener de 2025 de la “Modificació Codi Validació: 4K7ZHQSJQPWF4L7YHLPRMJMKR Verificació: https://balaguer.eadministracio.cat/ Document signat electrònicament des de la plataforma esPublico Gestiona | Pàgina 1 de 2 puntual Normes Subsidiàries de Planejament de Balaguer / Zona verda en l’àmbit del PE-1 i equipament en la UA-3 (El Molí)”.- 11.-Expedient 1113/2024. Verificar el Text refós de la “Modificació puntual de Normes Subsidiàries de Planejament de Balaguer a l’entorn del carrer Canigó”.- 12.-Expedient 109/2024. Aprovar inicialment la modificació del Pla estratègic de subvencions de la Paeria de Balaguer per al període 2024-2025.- 13.-Expedient 1204/2024. Aprovació inicial, si s’escau, del Pressupost de la Paeria de Balaguer i l’IMPIC per a l’any 2025.- 14.Assumptes d’urgència. B) ACTIVITAT DE CONTROL 15.Donar compte dels Decrets d’Alcaldia del núm. 514/2025 fins al núm. 656/2025. C) PRECS I PREGUNTES 16.Precs i preguntes.Descarregar àudio (207:14 min / 95 MB)

Why REPORTERS might know more than the CEOs they cover… ⁠Couldn't agree more with the insights dropped by Diana Britton and Ian Wenik on this episode of DealQuest.⁠ ⁠ In case you don't already know Diana & Ian…⁠ Ian is the Editor at Citywire RIA and host of This Week in Wealth⁠ Diana is the Managing Editor at WealthManagement.com and host of The Healthy Advisor Podcast⁠ Together, they've interviewed just about everyone in the RIA space (yours truly included)⁠ ⁠ They've spent years behind the mic asking the big questions...⁠ ⁠ So this time, I flipped the script—⁠ ⁠ And I asked them what's really going on in wealth management.⁠ ⁠ Here's what we dug into:⁠- The truth about RIA M&A and what's happening behind the scenes- The rising risks of private equity and over-leveraging⁠- How politics and tax policy are shifting deal timing- The massive talent and succession gaps too many firms are ignoring⁠And much more ⁠If you want the unfiltered take on where this industry is headed…⁠ • • •FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/dianaandian• • • FOR MORE ON DIANA BRITTONWealthManagement.com FOR MORE ON IAN WENIKCitywire RIAFOR MORE ON COREY KUPFERhttps://www.linkedin.com/in/coreykupfer/http://coreykupfer.com/ • • •Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with ⁠⁠Downtown Josh Brown⁠⁠ and ⁠⁠Michael Batnick⁠⁠! They discuss the latest in market moves, BTFD, Circles IPO, and much more! This episode is sponsored by Betterment Advisor Solutions. Grow your RIA, your way by visiting: https://Betterment.com/advisors   Sign up for ⁠⁠The Compound Newsletter⁠⁠ and never miss out! Instagram: ⁠⁠https://instagram.com/thecompoundnews⁠⁠ Twitter: ⁠⁠https://twitter.com/thecompoundnews⁠⁠ LinkedIn: ⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠ TikTok: ⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠Ritholtz Wealth Management⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Alvin Carlos made a strategic decision to build internal efficiency and client accountability into the heart of his planning process—a move that not only streamlined how his team manages financial plans and client tasks, but also helped him scale. Turning Monday.com into the operational core of his firm, he has carved out a niche in serving younger clients profitably, while keeping his tech stack lean and highly functional. Alvin is the CEO of District Capital Management, an RIA based out of Washington, D.C., that generates $850,000 of annual, primarily retainer-based, revenue serving 155 households. Listen in as he shares how he uses Monday.com and RightCapital together to streamline financial plan presentations and track client follow-on tasks and also leverages AI tools like Krisp to generate meeting summaries and action items at a lower price point than industry-specific options. He also talks about how he profitably serves clients in their 30s and 40s with a complexity-based retainer model—adjusting fees to improve accessibility while monitoring labor efficiency to guide hiring decisions—and why building a mission-driven firm that allows him to serve clients from a variety of backgrounds and grow the number of job opportunities for financial planners is core to his long-term vision. For show notes and more visit: https://www.kitces.com/439

https://www.adam-buxton.co.uk/Adam talks with British writer/actor/comedians Tim Key and Tom Basden about their comedy film The Ballad Of Wallis Island, private comedy gigs, AI identity theft, and being told off on bikes. Plus, Tim introduces Adam and Tom to one of the all-time great accidental 'C' bombs.Conversation recorded face-to-face in London on 9th May, 2025CONTAINS STRONG LANGUAGE!Thanks to Séamus Murphy-Mitchell for production support and additional conversation editing.Podcast illustration by Helen Green ORDER 'I LOVE YOU, BYEEE' HEREEXCLUSIVE NORD VPN DEALTry it risk-free now with a 30-day money-back guarantee!TICKETS FOR UNION CHAPE SHOW - 21st July with Adam, John Robins, Aisling Bea, Mike Wozniak, Ria and more tbc - Monday 21st July, 2025PICS, LINKS AND SIGN UP FOR NEWSLETTER ON ADAM'S WEBSITE Hosted on Acast. See acast.com/privacy for more information.

Suyi Davies Okungbowa is this week's guest, to talk about his latest book, Black Panther: The Intergalactic Empire Of Wakanda, African authors, science fiction and more! In more detail; Mike & Suyi first talk about Suyi incorporates “twoness” in his writing and his implementation of it in the Black Panther novel and how it's similar, and different, to the comic run by Ta-Nehisi Coates. The duo also talk about Suyi's relationship with Black Panther, how the Black Panther movie changed the landscape of science fiction, especially for African authors, favourite characters to write, how BP influenced Suyi's other writing (& vice versa), the biggest challenges in writing the novel, and so much more, including music's impact on Suyi's writing process, Suyi's quote of “Imagining Futures By Reimagining Histories”! This is the perfect conversation for fans of writing, diverse perspectives, music, and of course; Black Panther! Find Suyi's Black Panther novel here: www.penguin.co.uk/books/458095/marvel-black-panther-the-intergalactic-empire-of-wakanda-by-okungbowa-suyi-davies/9781529914276 Keep up to date with Suyi @SuyiDavies on Instagram or at his website: https://suyidavies.com Suyi's foundation: The Literary Laddership For Emerging African Authors: https://suyidavies.com/fellowship Suyi's recent novella is Lost Ark Dreaming and his trilogy; The Nameless Republic will conclude with Season of The Serpent in 2026. His debut novel is David Mogo Godhunter and he's also written for Stranger Things, Minecraft and more! Suyi mentioned the Broken Earth series by N. K. Jemisin and towards the end Mike mentioned Kwame Mbalia and the Black Boy Joy short story collection that Suyi also contributed towards. Thanks to Tony Holt Jr for his essay comparing Invisible Man to The Intergalactic Empire Of Wakanda and for AR Farina & Tonya Todd for publishing it in Comics Lit Volume 1: https://accomplishinginnovationpress.com/product/comics-lit-vol-1 Check out Mike's in-depth reviews, breakdowns & things you missed episodes of Season 2 of Andor, on any podcast app or on YouTube: https://podfollow.com/starwarschitchat & https://youtube.com/@starwarschitchat All Patreons have been receiving bonus episodes, including a Thunderbolts, Superman III and Superman IV review, as well as early access and more! Support at www.patreon.com/GenuineChitChat or https://ko-fi.com/GenuineChitChat The last episode of GCC was a preview of the Forbidden Worlds Film Festival and the week before that was Mike's review of the 1985 movie Young Sherlock Holmes, directed by Barry Levinson and written by Chris Columbus! It's the 40th Anniversary of the movie and as Mike is attending the Forbidden Worlds Film Festival, where a special showing (& cast Q&A) is happening, he wanted to give the movie a go beforehand! From 28th May to 1st June, Mike & Spider-Dan will be at the Forbidden Worlds Film Festival to cover all 5 days of the event and hopefully interview some attendees! They talk about some of the films they'll be reviewing, their podcasts covering it released over the 5 days and more, all in the last week of May, for more information, visit www.forbiddenworldsfilmfestival.co.uk Guest Spots: Another episode of Disney Discussions is out where Mike spoke about Lilo & Stitch 1 & 2 with Megan, Spider-Dan, Ria & guest Natalie! https://tinyurl.com/2bs7kker Mike recently reviewed Superman '78, Superman II and the Super/Man documentary on the 20th Century Geek podcast: https://pod.fo/e/2bea07 Mike was on Reckless Rebellion to talk about Andor's Prison Arc from S1, listen here: https://pod.fo/e/2c28cc Find all of Mike's social media & other links at https://linktr.ee/GenuineChitChat Please review/rate, subscribe and share – it helps the show out an incredible amount!  

Wondering how to break into financial planning and build a long-term career in the field? Victor Colella, Wealth Advisor, and Courtney Cubbin, Senior Financial Advisor, at Woodward Financial Advisors both join the show today to share how they entered the profession, found mentorship, and steadily advanced their careers from the ground up. Listen in as Courtney explains how her love for numbers and working with people led her to an internship, her role at Woodward, and the challenges she overcame to advance, while Victor recounts how his father's career inspired him to transition from consulting and insurance sales to joining an RIA. You'll learn how they navigated career decisions, as well as valuable insights on building confidence, professional development, and more. You can find show notes and more information by clicking here: https://bit.ly/432kAXu

What happens when two advisors decide to completely rebuild their firm from the ground up?In this episode, Tommy Blackburn and John Mason share how they transformed Mason & Associates from a commission-based practice to a thriving fee-only RIA focused on federal employees.Driven by a desire for stronger client relationships and a clear vision for the future, they took on the challenge of “rightsizing” their client base—John had been serving over 250 families. The transition allowed them to realign their firm with the kind of practice they truly wanted to run.They break down how they made those tough decisions, how they preserved relationships, and why having a partner with complementary strengths made the journey possible.Their niche-focused marketing—including a podcast and YouTube channel—now attracts exactly the clients they want to serve.Thinking about your own transition? Their advice: plan for scale early, embrace technology, find a community, and specialize fast.Learn more at masonllc.net or subscribe to their Federal Employee Financial Planning Podcast.

An intimate sit down with James Forbes of Little Pomona to talk about grief of losing his wife and business partner Susanna Forbes, the growth of the cidery, and the evolving identity of one this select cidery. Remembering Susanna Forbes Susanna Forbes, co-founder of Little Pomona, passed away in 2024. Her warmth, encouragement, and belief in others shaped the cidery from day one. As James puts it, “She was always trying to build up and support others – including me.” James, Ria and Susanna 2019 What's New at Little Pomona Champagne Method Quince Wine – Possibly the second of its kind globally, due this summer. Champagne Method Egremont Russet – One of his favorite apples, now sparkling. Keeved Ciders – A new path, with mixed results but promising bottles. Distilled Projects – Collaborations with Capreolus and Pleasant Land to craft pommeau aged in chestnut barrels. Annual Disco Nouveau – Returning with the 2022 and 2023 vintages. Natural Yeast Ferments – Used throughout, except the second ferment in méthode champenoise. Where to Find Little Pomona Hereford Beer House | Hereford Museum of Cider | Hereford Specialist shops in London, Manchester, and Glasgow Press Then Press – Select U.S. locations via Anxo (Washington D.C.) Mentions in this Cider Chat Totally Cider Tours – UK Edition Vermont and New York Cider Tour/Road Trip 1000 Stone Farm Saint Lawerence Nursery Frosty Twig and Canton Apples Pierrpont Cider Inn at Lake Champlain Support #ciderGoingUP at Patreon

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with ⁠⁠Downtown Josh Brown⁠⁠ and ⁠⁠Michael Batnick⁠⁠! This episode is sponsored by Betterment Advisor Solutions and Rocket Money. Grow your RIA your way by visiting: http://Betterment.com/advisors  Cancel your unwanted subscriptions today by visiting: https://rocketmoney.com/compound  Sign up for ⁠⁠The Compound Newsletter⁠⁠ and never miss out! Instagram: ⁠⁠https://instagram.com/thecompoundnews⁠⁠ Twitter: ⁠⁠https://twitter.com/thecompoundnews⁠⁠ LinkedIn: ⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠ TikTok: ⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠Ritholtz Wealth Management⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Esta semana en "Ser Minero" conversamos con el investigador José María Escapa sobre la minería del antimonio, un producto utilizado en la producción de aleaciones metalúrgicas que dio lugar a la explotación de varias decenas de minas en nuestra provincia. Una de las más notables fue la conocida como Mina María Teresa, en Riaño, operativa a principios del pasado siglo XX.

In this special episode Mike talks about the next three interviews he will be releasing on GCC as well as the huge amount of content he'll be releasing at the end of May for the Forbidden Worlds Film Festival! From 28th May to 1st June, Mike & Spider-Dan will be at the Forbidden Worlds Film Festival to cover all 5 days of the event and hopefully interview some attendees! They talk about some of the films they'll be reviewing, their podcasts covering it released over the 5 days and more! For more information, visit www.forbiddenworldsfilmfestival.co.uk For visual elements (including the full FWF schedule & more), watch here: https://youtu.be/ITC2BDNk4ZM  Make sure you follow & subscribe to Spider-Dan's podcast as much of their coverage will be split between the feeds/YouTube channels! https://spiderdanandthesecretbores.com & www.patreon.com/spiderdanandthesecretbores Check out Mike's in-depth reviews, breakdowns & things you missed episodes of Season 2 of Andor, on any podcast app or on YouTube: https://podfollow.com/starwarschitchat & https://youtube.com/@starwarschitchat All Patreons have been receiving bonus episodes, including reviews on Thunderbolts, Superman III and Superman IV (not Spider-Man as Mike said), as well as early access and more! Support at www.patreon.com/GenuineChitChat or https://ko-fi.com/GenuineChitChat The last episode of GCC was Mike's to review of the 1985 movie Young Sherlock Holmes, directed by Barry Levinson and written by Chris Columbus! It's the 40th Anniversary of the movie and as Mike is attending the Forbidden Worlds Film Festival, where a special showing (& cast Q&A) is happening, he wanted to give the movie a go beforehand! Guest Spots: Another episode of Disney Discussions is out where Mike spoke about Lilo & Stitch 1 & 2 with Megan, Spider-Dan, Ria & guest Natalie! https://tinyurl.com/2bs7kker Mike recently watched Superman '78 & Superman II for the first time and discussed it on the 20th Century Geek: https://pod.fo/e/2bea07 Mike was on Reckless Rebellion to talk about Andor's Prison Arc from S1, listen here: https://pod.fo/e/2c28cc Find all of Mike's social media & other links at https://linktr.ee/GenuineChitChat Please review/rate, subscribe and share – it helps the show out an incredible amount!

This week on So Emo I Fell Apart, Chloe and Ria reflect on Fall Out Boy's sophomore album 'From Under The Cork Tree' for its 20th anniversary. Talk to us so we can talk to you!!!: ifellapartcast@gmail.com Please donate to aid communities in Palestine if you can: twitter.com/CareForGaza gazafunds.com gazaesims.com Find Us Online: Twitter: x.com/SoEmoPod Bluesky: bsky.app/profile/soemopod.bsky.social Instagram: instagram.com/SoEmoPod Ria: x.com/Ria_Tee and instagram.com/riaeliza Chloe: x.com/chlosephine_ and instagram.com/chlo5ephine   About Us: So Emo I Fell Apart is a podcast dedicated to everything emo and pop punk from the 00s to today. Every episode hosts Chloe and Ria choose a piece of emo history or culture to explore. Learn all about you new favorite band and revisit the good old LiveJournal days with us here at So Emo I Fell Apart. Cover art and logo design by Tiffany Larson (tiffanylarsondesign.com) Intro Music: Backyard Skatepark by Aether Audio Powered by Moonshot Pods (moonshotpods.com)

The Money Wise guys kick off this week's episode by celebrating a strong rally in the markets and declaring the "tariff tantrum" officially over. The Dow surged 1,405 points (3.4%), the S&P 500 gained 298 points (5.3%), and the NASDAQ jumped 1,282 points (7.2%). That brought the Dow and S&P into positive territory for the year—up 0.3% and 1.3% respectively—while the NASDAQ is now down just 0.5% year-to-date. The spark for this surge? Productive trade talks in Switzerland between Treasury Secretary Bessette and Chinese officials, which resulted in a 90-day pause on the harshest proposed tariffs. The guys have long suspected those extreme tariffs would never be implemented, and the market's sharp V-shaped rebound has affirmed that outlook. They also discuss how the S&P 500 successfully broke through technical resistance at the 200-day moving average, signaling renewed strength in the market's momentum. Despite ongoing media skepticism and the likelihood of more headline-driven bumps ahead, the team is optimistic that the worst of the tariff-related fear is in the rearview mirror. They note that there's still room for growth, with the S&P 500 about 3% off its February highs and the NASDAQ still 4.5% below its recent peak. As trade tensions ease, attention is beginning to shift toward domestic policy—particularly the proposed “big beautiful tax bill,” which has hit some pushback. While it's a work in progress, the market hasn't reacted negatively to political debate, another encouraging sign for investors moving forward. Recovery Taking Shape  After weeks of uncertainty and technical stagnation, the market finally broke through resistance at the S&P 500's 200-day moving average, confirming a V-shaped recovery. The Dow, S&P, and NASDAQ all posted major gains on the week, bringing the indexes closer to their previous highs. While there's still ground to cover—the S&P is about 3% off its February peak, and the NASDAQ is 4.5% below its December high—the team emphasized that recovery isn't just about bouncing back, but continuing to build. With technical strength returning and investor sentiment improving, the foundation is being laid for a new phase of growth. In the second hour, the Money Wise guys explore RIA vs. Broker. You don't want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

Since the SEC's 2023 marketing rule update, client reviews have become a game-changer for financial advisors—fueling both trust and search visibility. In this episode, Rishi Bharathan, CEO of WiserAdvisor, shares why reviews are no longer optional and how even a handful can dramatically improve your SEO and credibility. We dive into how to start collecting reviews strategically, address concerns around negative feedback, and use authentic client voices to build real competitive advantage. Whether you manage $25M or $250M, this conversation will help you rethink organic growth in a review-driven world.Key takeaways:Prospects form up to 90% of their impression before ever speaking with you—your reviews matter.Google rewards user-generated content, making reviews a powerful SEO tool.A sustainable review strategy starts with a representative client sample and builds trust over time.Connect with us: Rishi Bharathan on LinkedInWiserAdvisor WebsiteCandice Carlton on LinkedInWant to learn more…Visit ficommpartners.com

SUMMER TOUR TICKETS -> bit.ly/CITOSUMMER. Ria's back and recaps her amazing honeymoon! (00:00-1:13:12). Timothée Chalamet, Kylie Jenner & Kendall Jenner, Jordyn Woods, Bad Bunny and more celebs attend Knicks playoff game (1:14:14-1:20:04). Trailer for new show ‘All's Fair' featuring Kim Kardashian + KIm Kardashian gave up on being a lawyer? (1:20:05-1:25:39). Weekly Watch Report: ‘The Four Seasons,' ‘Summer House,' ‘The Valley' + more! (1:26:49-1:47:23). CITO LINKS > barstool.link/chicks-in-the-office.You can find every episode of this show on Apple Podcasts, Spotify or YouTube. Prime Members can listen ad-free on Amazon Music. For more, visit barstool.link/chicks-in-the-office

On this episode of Ask The Expert, the RIA leadership team including President Jeff Moore and other top officers. They dove into the future of the restoration industry and several of RIA's initiatives.

Welcome to a groundbreaking episode of The Edge of Show, recorded live at Moss in Venice Beach, California! Join us as we explore the fascinating intersection of AI and mental health with our special guest, RIA, the first-ever humanoid designed to provide emotional support.In this episode, we dive deep into the evolving role of AI in mental health, discussing recent studies that highlight the effectiveness of AI in providing emotional support and therapy. Ria shares her journey from the lab to real-world interactions, revealing how she learns from human experiences and adapts her approach to better connect with individuals facing emotional challenges.We also welcome Niv Sundaram, Chief Strategy Officer at Machani Robotics, who discusses the vision behind Ria's development and the future of empathetic AI. Together, they address important topics such as privacy, collaboration with human therapists, and the potential impact of AI on loneliness and human connection.Whether you're an entrepreneur, a mental health professional, or simply curious about the future of AI, this episode offers valuable insights and thought-provoking discussions.

In this heartfelt episode of Womanology, Ria is joined by a very special guest—her son, Mark—for an intimate and reflective conversation about the raw, unfiltered journey of parenthood. Together, they dive into the trials and triumphs that shaped their relationship, highlighting the beautifully imperfect reality of raising a child as a young, single mother. Mark opens up about what it was like growing up with a young parent, sharing humorous and touching stories of his childhood mischief, moments he got away with more than he probably should have, and how those experiences impacted him. Ria offers her perspective on the struggles of navigating motherhood alone, leaning on faith and prayer to carry her through the challenges life presented. Follow Womanology on Instagram (@womanology_Podcast) Email the show at straightolc@gmail.com                  Hit the Voicemail at 641-715-3900 Ext. 769558 Follow SOLC Network online Instagram: https://bit.ly/39VL542    Twitter: https://bit.ly/39aL395    Facebook: https://bit.ly/3sQn7je    To Listen to the Podcast Podbean https://bit.ly/3t7SDJH                     YouTube http://bit.ly/3ouZqJU                     Spotify http://spoti.fi/3pwZZnJ                    Apple http://apple.co/39rwjD1                                     IHeartRadio http://ihr.fm/2L0A2y1 

This week's guest on Control Intelligence is Stu Shepherd, co-founder and president of Shepherd Solutions. Shepherd was selected as the winner of the 2025 Joseph F. Engelberger Robotics Award for Leadership. He will be recognized at the awards dinner during the Automate Show in Detroit the week of May 12. Shepherd is nearing 50 years of transforming manufacturing in the Americas through robotic automation and capital equipment-related new business development. His past service includes being chairperson of the Robotic Industries Association (RIA) and the Association for Advancing Automation (A3). In addition to having chaired both A3 and RIA, Shepherd continues as an A3 Robotics board member. He is also a safety committee member and a member of the American Welding Society (AWS), serving on the D16 Robotic and Automatic Welding Committee. Prior to founding his consulting firm, Shepherd's past professional experience includes automation integration roles at General Motors, a well as sales and leadership roles at FANUC America, KUKA, Güdel and Universal Robots. He's also held consulting roles at Gain and HowToRobot, which merged in April 2024.

Mike has been busy releasing review & discussions of Star Wars: Andor Season 2, but has taken a quick break to review the 1985 movie Young Sherlock Holmes, directed by Barry Levinson and written by Chris Columbus! In more detail, it's the 40th Anniversary of the movie and as Mike is attending the Forbidden Worlds Film Festival, where a special showing (& cast Q&A) is happening, he wanted to give the movie a go beforehand! In this review Mike talks about the characters, special effects, the directorial-style, the connections to adaptations of Sir Arthur Conan Doyle's works, the general “vibe” of the movie and so much more! Mike does spoil some aspects of the movie, but leaves some out, to encourage you to check the movie out yourself and make your own mind up! For visual elements & more, check this out on YouTube: https://youtu.be/hGWEGMW-xKk Mike is attending the Forbidden Worlds Film Festival with Spider-Dan, to cover all 5 days of the event and hopefully interview some attendees! Find out more information about the Bristol event (28th May – 1st June) here: www.forbiddenworldsfilmfestival.co.uk Check out Mike's in-depth reviews, breakdowns & things you missed episodes of Season 2 of Andor, on any podcast app or on YouTube: https://podfollow.com/starwarschitchat & https://youtube.com/@starwarschitchat All Patreons have bonus episodes every week, early access and more - support at www.patreon.com/GenuineChitChat or https://ko-fi.com/GenuineChitChat The last two episodes of GCC were Monthly M&M “Desserts & Ice Cream” (including bizarre Italian food festivals and more), and Mike speaking with Paul about Irish heritage, the bizarre life of Hudy McGuigan, life's endless to-do list, a podcasting hiatus, audiobooks vs books, blowing up sheds and so much more! Guest Spots: Another episode of Disney Discussions is out where Mike spoke about Lilo & Stitch 1 & 2 with Megan, Spider-Dan, Ria & guest Natalie! https://tinyurl.com/2bs7kker Mike recently watched Superman '78 & Superman II for the first time and discussed it on the 20th Century Geek: https://pod.fo/e/2bea07 Mike was on Reckless Rebellion to talk about Andor's Prison Arc from S1, listen here: https://pod.fo/e/2c28cc Find all of Mike's social media & other links at https://linktr.ee/GenuineChitChat Please review/rate, subscribe and share – it helps the show out an incredible amount!

CEO Joe Schmuckler shares the history of Cary Street Partners, what he views as instrumental to the team's growth and success over the years as a Barron's Top 100 RIA, and how they are building on that foundation with a new strategic partnership.

A few of the questions and topics we will discuss in this episode of The DYOJO Podcast include: * What is the Restoration Industry Association (RIA)? * Should contractors join the RIA? * Is the RIA doing a good job? Episode 124 of The DYOJO Podcast "Construction Ethics, Shared Goals, and a Stronger Future"0:00 More American 1:40 RIA 2025 Recap7:35 Contractor Code of Ethics 13:42 Restoration History 18:47 Is RIA Doing a Good Job? 23:33 Weaponizing Consumer Protection 30:22 Success Tips from Taylor RivasListen to The DYOJO Podcast on Spotify and watch on YouTube. Read The DYOJO Blog for more information and links to the stories we discuss in this episode. Subcribe to The DYOJO Wire newsletter.

On episode 170 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Michael Sidgmore, Co-Founder and Partner at Broadhaven Ventures to discuss diversification using private markets, how tariffs affect private credit, at what net worth private assets make sense, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! This episode is sponsored by Betterment Advisor Solutions. Grow your RIA, your way by visiting: http://Betterment.com/advisors Subscribe to The Compound Newsletter for all the latest Compound content, live event announcements, find out who the next TCAF guest is, get updates on the latest merch drops, and more! ⁠https://www.thecompoundnews.com/subscribe⁠ If you're a financial advisor, sign up for advisor-focused content at: ⁠https://www.advisorunlock.com/⁠

Nicole Gopoian Wirick is the President of Prosperity Wealth Strategies, an RIA based out of Michigan that oversees $70 million in assets under management for 40 households. What's unique about Nicole is how she hired a branding consultant early on to develop a clear brand identity that reflects her financial planning philosophy and resonates with her ideal clients. This brand now acts as a filter for deciding which marketing opportunities are worth pursuing, helping her stay focused and aligned. Listen in as Nicole shares how she developed a distinct brand identity by first exploring her ideal lifestyle and values, leading to a “brand DNA” that shapes everything from her marketing to her client experience. She explains how this branding attracts clients seeking deep financial planning around estate and legacy issues, and how she built trust and referrals by nurturing relationships with centers of influence and delivering personalized, planning-led advice. Nicole also reflects on evolving her brand as she grows her team, presenting recommendations through client-friendly summaries, and staying motivated during her transition to independence by focusing on meaningful progress over metrics. For show notes and more visit: https://www.kitces.com/436

In this episode of the Rainmaker Podcast, guest host Pat Tighe welcomes DeWayne Louis, founding partner of Versor Investments, for a deep dive into how the firm uses technology, process, and leadership discipline to scale a lean, global investment business. With over 20 years of experience spanning hedge funds, private equity, and investment banking, DeWayne shares how his career shaped the culture and strategy behind Versor's quantitative investment platform.Versor, managing approximately $1.4 billion in AUM, specializes in quantitative equity strategies including single stocks, event-driven, and global equity index futures, all powered by proprietary research and robust data infrastructure. Founded by a team that previously worked together at Investcorp, Versor's mission was to spin out and commercialize the quantitative research insights they had developed over a decade of institutional investing.A central theme of the episode is Versor's use of AI and automation to maximize efficiency. With just five people on the distribution team, the firm leverages tools like Salesforce, Microsoft Teams transcription, Motion AI for project tracking, and automated DDQ systems like Qvidian to streamline operations and boost productivity. DeWayne emphasizes that embracing AI isn't optional—it's a strategic advantage. He shares how junior team members often lead innovation by identifying new tools, and leadership's openness to those ideas allows the firm to stay nimble and competitive.DeWayne also walks through how the team organizes itself using OKRs and A+ projects—firmwide priorities with measurable outcomes that drive growth and innovation. These initiatives are reviewed and executed collaboratively by a partner group, ensuring alignment across departments and clear accountability.When it comes to fundraising, DeWayne discusses the evolving landscape and their expansion into the wealth management channel via new mutual fund products. He credits platforms like Dakota Marketplace for helping them efficiently reach a wider RIA audience.As both a player and coach, DeWayne shares leadership lessons on empowerment, trust, and mentoring. He advises younger professionals to become fluent in investment strategy, embrace technology, and approach relationships systematically. For fellow leaders, he stresses the importance of removing barriers to innovation and listening to voices at every level of the firm.This episode is packed with valuable insights for sales professionals, fundraisers, and distribution leaders looking to scale smarter with fewer resources and stronger processes.Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

Send us a textToday, I'm thrilled to welcome two powerhouse leaders in financial services and events: Dan Rubinetti and Shannon Rosic of Informa. If you've spent any time in the wealth management industry, you know their names are synonymous with top-tier industry conferences, innovative programming, and—most importantly—community building.Dan Rubinetti, who helped launch Edge just four years ago, has been a driving force in transforming WealthManagement.com's approach to advisor-centric events. He's championed the creation of best-in-class experiences that focus on peer-to-peer learning, actionable content, and technology-driven solutions for RIAs and senior leaders. With a keen eye for what resonates in the industry, Dan has played a pivotal role in building Edge's reputation as one of the can't-miss events on the annual calendar—now moving to the breathtaking Boca Raton Resort in June!Alongside Dan is Shannon Rosic, a tech-savvy leader and respected industry voice, known for curating wildly successful educational tracks and superstar speaker lineups. Shannon's ability to translate feedback from advisors and sponsors into real, tangible improvements is the secret sauce behind Edge's “choose your own adventure” conference model. Whether you're into investments, tech demos, or RIA practice management, Shannon ensures there's something for everyone.But that's just the beginning.In today's episode, we dive behind the scenes of Edge's evolution—how attendee-driven feedback, bold new partnerships, and a relentless focus on community have set a new standard for industry events. We talk about the future of advisor learning, the importance of next-gen mentorship, and the rise of women in wealth management. You'll also hear about exciting new features: roundtables, allocate meetings with AI-powered connections, and keynote speakers who embody leadership and resilience—including former NFL quarterback Alex Smith.Plus, Dan and Shannon share candid tips on thriving in high-stress environments, the power of collaboration, and how Informa is opening doors for advisors of all backgrounds to find their tribe, invest in their growth, and shape the industry's future.Get ready for a high-energy, insightful, and heartfelt conversation with two of wealth management's most innovative event leaders—right here, In The Suite.

This week on So Emo I Fell Apart, Chloe and Ria hot another Pete Wentz Movie Night and this time we're watching Fight Club. We get up allllll into that good good about the social construction of masculinities, why Pete Wentz in particular really likes Fight Club, and the chokehold it had on the scene. Talk to us so we can talk to you!!!: ifellapartcast@gmail.com Please donate to aid communities in Palestine if you can: twitter.com/CareForGaza gazafunds.com gazaesims.com Find Us Online: Twitter: x.com/SoEmoPod Bluesky: bsky.app/profile/soemopod.bsky.social Instagram: instagram.com/SoEmoPod Ria: x.com/Ria_Tee and instagram.com/riaeliza Chloe: x.com/chlosephine_ and instagram.com/chlo5ephine   About Us: So Emo I Fell Apart is a podcast dedicated to everything emo and pop punk from the 00s to today. Every episode hosts Chloe and Ria choose a piece of emo history or culture to explore. Learn all about you new favorite band and revisit the good old LiveJournal days with us here at So Emo I Fell Apart. Cover art and logo design by Tiffany Larson (tiffanylarsondesign.com) Intro Music: Backyard Skatepark by Aether Audio Powered by Moonshot Pods (moonshotpods.com)

Ed Meek, CFPTM is the founder and CEO of Edge Financial Advisors, the registered investment advisor (RIA) firm that exists to provide small business owners with a sense of confidence, freedom, and hope about their financial futures. Ed's passion is to provide holistic financial planning and customized portfolio management solutions that fit the unique life situation of entrepreneurs and give them a plan to achieve the lives they have only dreamt about.After more than a decade as a financial adviser for a retail branch of Fidelity, Ed founded Edge Financial Advisors in 2005, with the goal of working with fewer clients in a much more comprehensive and effective way. 19 years later, he has built a team of 8 people who are currently helping more than 300 clients thrive financially. He is on a mission to help over 1,000 people achieve financial wellbeing in the next 5 years.Ed has 25+ years of experience as a CFPTM and is one of the nation's leading experts in Defined Benefit Plans, an extremely tax-efficient way of helping business owners and their employees save for retirement. He lives in Wheaton, IL, with his wife and is a father of three adult children, and also co-hosts the video podcast, Ed's Edge, a show for the regular Joe and Jane investor who aspires to live a life of freedom and generosity.

Amanda Bearden is a financial advisor at Pesta & Pesta Wealth Management, and she joins the show today to share her journey from starting as an art major to becoming a financial planner. If you're interested in changing career paths, gaining hands-on experience through a rotational program, or learning how to navigate the early stages of a planning career, this episode is for you! Listen in as Amanda shares what sparked her interest in financial planning and why she decided to change her major. She discusses how she leveraged a family connection to land a two-year rotational program at a large Midwest-based RIA, as well as the valuable experiences she gained during that time. You'll hear the challenges she faced, her tips for new planners, and more. You can find show notes and more information by clicking here: https://bit.ly/3S2ujGF

Dave explains why he is not going to the Kentucky Derby (00:01:30). The Bet Gala is Monday night (00:03:30). Dave kicked off the Belichick-girlfriend drama on Sunday by tweeting the CBS News clip (00:08:20). A great Minifan, Cinema Lords, passed away this week (00:20:20). Justin is back together with Mary (00:23:40). Dave sent a text to Marty and Ria on their wedding day that he wasn't coming (00:24:50). Dana Beers is moving to Chicago (00:27:20). Mintzy is headlining a media summit and Kirk hates the organizer, Jason Barrett (00:28:00). Whitney sent Dave $500 (00:32:15). Rico loves to trash hotel rooms and not tip the cleaning service (00:34:20). Rico joins the show after it's discovered that he gets into Facebook Group beefs (00:36:45). Whitney thinks Dave should get a documentary like Alex Cooper (00:47:10). Dave announces The Internet Invitational (00:54:30).You can find every episode of this show on Apple Podcasts, Spotify or YouTube. Prime Members can listen ad-free on Amazon Music. For more, visit barstool.link/unnamedshow

Is SEO the silver bullet for growth or just another buzzword?In this episode, Meg Clarke, CEO of Clapping Dog Media, breaks down what SEO really means for financial advisors and why it's less about algorithms and more about clarity. We explore how Google's evolving search landscape now favors content that clearly communicates who you serve and how you help—across platforms like LinkedIn, YouTube, and even TikTok. Meg explains why consistent, authentic content is the real driver of visibility and trust.Key takeaways:SEO today is about clarity, not keywords.Your presence across platforms matters more than ever.Real results come from consistent, client-centered content.Connect with us: Meg Clarke on LinkedInClapping Dog MediaCandice Carlton on LinkedInWant to learn more…Visit ficommpartners.com

Corey Hoffstein, the Co-Founder and CIO of Newfound Research is among the investors expanding the financial product set available to the RIA community. A client segment that has long been fed a diet of 60/40 exposures, the high-net-worth community is finding the need to diversify beyond stock and bond exposure. Using their innovative approach to return stacking, Corey and team are making alternative sources of risk premium accessible and packaged in an ETF format.Through our conversation, we first learn that from a behavioral standpoint, introducing entirely new securities with new exposures has been a challenging ask. With return stacking, the diversifying strategy is put on top of an existing stock or bond exposure, packaged in one security. We discuss Corey's recent white paper, comparing the risk characteristics of corporate bonds to that of merger arbitrage and how each exposure interacts with stock and bond markets. He finds the correlation of risk arbitrage returns to those of the equity market are lower than corporate bond spreads to equities.We also review a realm of trading strategies that Corey has focused on substantially over the years, trend following. He walks through the manner in which trend can be defensive and how it behaved specifically over this recent significant market drawdown. We finish by getting some of Corey's thoughts on the broad topic of risk premiums and which like merger arb and vol selling ought to be persistent sources of compensation.I hope you enjoy this episode of the Alpha Exchange, my conversation with Corey Hoffstein.

Shannon Spotswood is the CEO of RFG Advisory, a visionary RIA platform empowering independent financial advisors to build and scale their own practices. We sat down with Shannon at Future Proof Citywide to discuss succession planning, women and investing, and strategies for serving multigenerational families through the wealth transfer.

I'm excited to welcome Greg Young on the podcast today. He is the founder of Ahead Full Wealth Management, a fee-only RIA based in Rhode Island. As a Navy veteran himself, his focus there is working with military, government employees, and educators through financial planning, investment management, and tax planning and preparation.  In our wide-ranging discussion Greg shares his personal journey of initial interviews trying to determine where to start his career in financial services and his thoughts on the pros and cons or working in the major insurance companies and broker dealers. It may be especially helpful to hear why Greg benefited from the training programs tied with his military background as well as the challenges of the sales culture he faced.  Greg has always been interested in education so he shares the various licenses, degrees, and certifications he has pursued including his current PhD program as well as teaching in a variety of roles. Along with that though, we explore the challenges of determining limits of these kinds of side hustles and the tradeoffs in firm growth they can have. Lastly, we share about the personal experiences of learning from others on the career journey including the benefits of masterminds, mentorship, and giving back.  If you are interested in breaking into your first role in financial services, exploring alternative income and career paths in parallel with financial planning, or want to hear some hard-earned lessons learned from a six year RIA owner, you can find those nuggets of wisdom here. Here's my interview with Greg! https://www.linkedin.com/in/ashley-quamme/ https://www.beyondthefp.com/  https://www.planningandbeyond.com/   

01:36 I'm so hungry I could eat ________ 03:37 Ria and Marty's Wedding Recap 23:48 1,000 guys or 1 gorilla 36:46 The Accountant 2 44:47 The NFL Draft's International Fan 50:21 Bill Belichick's awkward Interview ft Jordan Hudson 51:13 Bill Belichick Jordan Hudson awkward interview 55:50 Subway Takes ++++++++++++++++++++++++ Gametime: Download the Gametime app today and use code KFC for $20 off your first purchase X-Chair: Use code KFC10 for 10% off your purchase of an X-Chair at https://www.xchair.com Draft Kings: Gambling Problem? Call 1-800-GAMBLER. 18+ (21+ in certain states) to open, own, or access an advance deposit wagering account and resident of state where DK Horse is available. Eligibility restrictions apply. Void where prohibited. Opt-in req. Min. $5 wager. Only the first straight single horse win wager on the Kentucky Derby placed after opt-in is eligible. Wager must win to qualify for an equal share of $1,000,000. Reward issued in cash within 7 days of race completion via a click to claim, which expires 30 days (720 hours) after receipt. Unclaimed rewards will be forfeited. Ends at the closing of the final wagering pool for the Kentucky Derby on 5/3/25. Terms: www.dkhorse.com/bet/offers/details. Sponsored by DK Horse. Jackpocket: GAMBLING PROBLEM? CALL 1-800-GAMBLER, Call 877-8-HOPENY/text HOPENY (467369) (NY). 18+ (19+ in NE, 21+ in AZ). Physically present where Jackpocket operates. Jackpocket is a lottery courier and not affiliated with any State Lottery. Eligibility restrictions apply. Void where prohibited. 1 per new customer. Enter promo code at checkout for $5 non-withdrawable, single-use credit valid for draw-based games. Promo code expires on 12/31/25 at 11:59 PM ET. Terms: jkpt.co/draw. Sponsored by Jackpocket. Based on 2024 iOS download data collected by Sensor Tower. Factor: Get started at https://factormeals.com/kfc50off and use code kfc50off to get 50 percent off plus FREE shipping on your first box.You can find every episode of this show on Apple Podcasts, Spotify or YouTube. Prime Members can listen ad-free on Amazon Music. For more, visit barstool.link/kfcr

Emma and Julie begin by discussing the Jojo Siwa/Chris Hughes of it all. The rest of the episode is quite random: the ‘I'm so hungry' TikTok trend, Khloé's new show announcement, the Bill Belichick/Jordan Hudson CBS interview clip, Travis reportedly unfollowing Ryan Reynolds, and a moment celebrating Ria & Marty as newlyweds. May we all join in prayer for a Kylie / Timothée Met Gala. Links: Jojo interview: https://www.tiktok.com/t/ZP8jEX4a2/Bill Belichick clip: https://www.tiktok.com/t/ZP8j3quHb/Khloe: https://www.tiktok.com/t/ZP8jESep5/https://www.tiktok.com/t/ZP8jECFAW/Dorit/PK: https://www.tiktok.com/t/ZP8jwnkHX/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, Jack Sharry talks with Mike Capelle, Co-founder & Co-CEO of Modern Wealth Management. From his decades-long career in wealth management, Mike has experience building advisor-client platforms that drive continuous growth. He was part of the team that co-founded, scaled, and sold United Capital, a $25 billion RIA with 90 locations, to Goldman Sachs for $750 million. Jack and Mike discuss how Modern Wealth Management provides a full-service wealth management platform, including tax planning, estate planning, and insurance. They address the challenges and opportunities of integrating legacy systems and the importance of creating a replicable model for national expansion. In this episode: (00:00) - Intro (01:06) - How Modern Wealth Management reshaped financial planning (06:02) - How to serve clients (10:10) - The challenges and opportunities in acquisitions (16:17) - The future of the wealth management industry (18:56) - Mike's key takeaways (22:00) - Mike's interests outside of work Quotes "We saw the need in the market and the opportunity because we felt there was a shift from going to investment to planning, where there was much more alignment between the advisors and the client." ~ Mike Capelle "It's a great opportunity to really impact people's lives. They don't have all the resources to do everything they want. You have to help them understand what they want their future to look like, what things are important, and what trade-offs make sense to them." ~ Mike Capelle "We certainly recognize the opportunity with the industry, and not only do you have an underserved market of people across the country who are developing wealth, but needing help in how they manage it and how they use it as the engine to get to the outcome they want to." ~ Mike Capelle Links  Mike Capelle on LinkedIn Joe Duran United Capital Modern Wealth Management Salesforce eMoney Advisor Doug Fritz Randy Lambert Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

You don't have to be 100% fee-only to transition your practice to the RIA model.There are potential ways to “solve” for your remaining legacy commission assets.One potential way is to utilize an “RIA-Friendly Broker-Dealer.”But what exactly is an RIA-Friendly Broker-Dealer?How does it work?Is it available for you to use?How much does it cost?In this episode (#124) of the Transition To RIA question and answer series, I explain what an RIA-Friendly Broker-Dealer is and when you might consider using one.Come take a listen!P.S. Prefer video? You can find this entire series in video format on Youtube. Search for the TRANSITION TO RIA channel.Show notes: https://TransitionToRIA.com/what-is-an-ria-friendly-broker-dealer/About Host: Brad Wales is the founder of Transition To RIA, where he helps financial advisors understand everything there is to know about WHY and HOW to transition their practice to the Registered Investment Advisor (RIA) model. Brad has 20+ years of industry experience, including direct RIA related roles in Compliance, Finance and Business Development. He has an MBA and has held the 4, 7, 24, 63 & 65 licenses. The Transition To RIA website (TransitionToRIA.com) has a large catalog of free videos, articles, whitepapers, as well as other resources to help advisors understand the RIA model and how it would apply to their unique circumstances.

In this episode of Coffee With Your Retirement Coach, Aaron and the team cast off into a discussion on retirement planning in the current market conditions by comparing it to navigating choppy waters. From pontoon boats to Navy seal power rafts, they illustrate how different investment strategies cope with turbulent markets. The focus is on understanding passive asset allocation, active management, and tactical management. Whether you're accumulating wealth or retired and drawing income, the coaches emphasize the importance of having a balanced, well-managed portfolio. Tune in for insights on managing your investments through volatile economic times, ensuring you stay afloat no matter the conditions.   00:00 Spring in Atlanta: Braves, Lakes, and Investments 00:31 Meet the Coaches: Randy and Nic Yeomans 00:43 Navigating Rough Waters: Investment Strategies 02:47 Understanding Investment Styles: Passive, Active, and Tactical 06:16 The Importance of Tactical Management 10:20 Real-Life Analogies: Boats and Investment Strategies 15:22 Choosing the Right Investment Approach 18:33 Retirees and Defensive Portfolios 19:39 The Importance of Client Education 20:24 Technical Difficulties and Humor 20:56 Balancing Safety and Growth in Retirement 22:10 Navigating Market Volatility 23:57 The Role of a Financial Advisor 29:57 Key Takeaways for Retirement Planning 33:11 Conclusion and Contact Information   Thank you for listening. If this episode resonated with you, please share it with someone who might find it helpful. Reach out with your thoughts or experiences—we'd love to hear from you.   Have a question for the coach? Send it in to connect@yourretirementcoach.com   Connect with us on Facebook: https://www.facebook.com/profile.php?id=100063585099972   Your Retirement Coach is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and, unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

How do you cultivate a loyal following through organic growth and word-of-mouth buzz and without leaning on celebrity endorsements or splashy marketing campaigns? It's the Komos way. In this episode, Ria Soler, the director of education and global advocacy for luxury spirit brand Tequila Komos, talks about how the company has focused on organic growth, thoughtful distribution and authenticity to stand out in an increasingly crowded market. Show notes: 0:45: Sports Drink? Tawchy's. More Investment, But Where? Jean Luc Picard. National Day Day. –  Tequila is still booming, but is “better for you”? Torchy's Tacos is all over Austin. When will the chain come to Boston? Melissa drops the latest on Nombase, and we've got new speaker reveals for BevNET Live. FABID's Q1 2025 report shows the funding freeze might be thawing, just not everywhere. National Pretzel Day – are you Team Soft or Team Crunchy? John is irritated. And, we've got new and notable products aplenty. 34:47: Interview: Ria Soler, Director of Education and Global Advocacy at Tequila Komos – At the Nassau Paradise Island Wine & Food Festival last month in The Bahamas, Ria talks about how Komos brings a winemaker's finesse to the world of agave spirits, blending traditional tequila craftsmanship with a sophisticated, global outlook. She also offers a candid look into Komos's multifaceted approach to brand building, how it embraces product placement in popular television shows from The White Lotus to The Real Housewives, and why “all press is good press” as the company expands visibility. Ria also talks about why at the heart of Komos' growth is a strong focus on distributor relationships, where trust and mutual respect are essential – especially during its transition into Gallo's network. She shares the value of ride-alongs with sales reps, even if it means braving a few dirty cars, and explains why her communication style is rooted in listening and adaptability. Brands in this episode: Pretzelized, Unique Pretzels, Uncle Jerry's, Auntie's Annie,  Quinn's, El Nacho, Cafe Du Monde, Dude Wow, Zenjoy, MTN Dew, Whiteleaf Provisions, Super Coffee, La Colombe, Tequila Komos, Orin Swift, Fortaleza, Chartreuse, Don Julio, Avion, Aviation Gin

SUMMER TOUR TICKETS -> bit.ly/CITOSUMMER. Ria's wedding sendoff! (00:00-34:21). Oscars voters must now watch all nominated films in each category (35:34-43:56). Timothée Chalamet's mom praises Kylie Jenner (43:57-52:31). ‘I Know What You Did Last Summer' sequel trailer (52:32-55:25). Glen Powell to co-write and star in Judd Apatow comedy about country star (55:26-59:19). PopCorner voicemails: Favorite wedding movie?, Toxic boyfriend advice, Hot take about ballet flats + more! (1:00:53-1:21:31). Beat Ria & Fran game 171 with Morgan & Halle (1:22:34-1:44:47). CITO LINKS > barstool.link/chicks-in-the-office.You can find every episode of this show on Apple Podcasts, Spotify or YouTube. Prime Members can listen ad-free on Amazon Music. For more, visit barstool.link/chicks-in-the-office

Vanessa N. Martinez is the CEO of Expressive Wealth, an RIA based out of Chicago that oversees $135 million in assets under management for approximately 70 client households, including 10 ‘core' ultra-high-net-worth families. What's unique about Vanessa is how her firm goes beyond traditional estate planning to help high-net-worth clients engage in in-depth legacy planning. This approach ensures clients pass down not just their assets, but also the values and principles that helped them build their wealth. Listen in as Vanessa shares how she guides clients through a multi-meeting discovery process to clarify their estate and legacy plans and articulate the family values they want to pass on, encouraging them to document these legacies to avoid future misunderstandings. She also explains how her deep involvement in clients' lives, along with neighborhood-based client events, helps foster strong relationships and organic referrals. Vanessa also discusses the unique role of her firm's Chief Clinical Officer in facilitating family legacy conversations and how legacy planning allows clients to pass down not just wealth, but the emotional and intellectual values that shaped it. For show notes and more visit: https://www.kitces.com/434

Today on the podcast we welcome back Cullen Roche. Cullen is the founder and chief investment officer of the Discipline Funds, which manages the Discipline Fund ETF. In addition, he heads up Orcam Group, a registered investment advisory firm he established in 2012. He's authored several books, including Pragmatic Capitalism: What Every Investor Needs to Know About Money and Finance, and he has a new book coming out next year called Your Perfect Portfolio. Cullen started his career as an advisor at Merrill Lynch and worked at an event-driven hedge fund before starting his RIA firm. He received his bachelor's degree in finance from Georgetown University's McDonough School of Business. Cullen, welcome back to The Long View.BackgroundBioDiscipline FundsDiscipline Fund ETFPragmatic Capitalism: What Every Investor Needs to Know About Money and FinanceYour Perfect PortfolioTariffs and Recession“Let's Talk About Tariffs,” by Cullen Roche, disciplinefunds.com, Feb. 3, 2025.“Weekend Reading—How Did We Get Here?” by Cullen Roche, disciplinefunds.com, April 4, 2025.“Three Things—Tariffs, Of Course,” by Cullen Roche, disciplinefunds.com, April 7, 2025.“American Economic Association 2021-2022 Universal Academic Questionnaire Summary Statistics,” by Charles E. Scott and John J. Siegfried, jstor.org.“Three Things—Is a Recession Coming?” by Cullen Roche, disciplinefunds.com, Feb. 8, 2025.Defined Duration Investing“What Is Defined Duration Investing?” by Cullen Roche, disciplinefunds.com, Feb. 21, 2023.“Defined Duration Investing,” by Cullen Roche, paper.ssrn.com, Aug. 8, 2022.The Fed and Global Investing“Three Things—State of the Markets,” by Cullen Roche, disciplinefunds.com, Feb. 22, 2025.“Why Is International Investing Working Again?” by Cullen Roche, disciplinefunds.com, March 26, 2025.“Three Things—Weekend Reading,” by Cullen Roche, disciplinefunds.com, April 19, 2025.Other“Cullen Roche: Macro Is About Understanding the World for What It Is,” The Long View podcast, Morningstar.com, Jan. 11, 2022.Milton Friedman“NY Empire State Index: Meaning, Benefits, Example,” by Adam Hayes, Investopedia.com, June 30, 2022.William Bernstein's No-Brainer PortfolioMeb FaberThe Humble Investor, by Dan Rasmussen

SUMMER TOUR TICKETS -> bit.ly/CITOSUMMER. Ria's wedding is 1 week away! (00:00-24:51). Kenny Ortega sets the record straight on our discussion about the ‘High School Musical' musical (24:52-27:47). Peacock announces ‘Beyond the Villa' spinoff show with 10 islanders from ‘Love Island USA' season 6 (28:34-36:15). Lil Wayne's album ‘The Carter VI' to feature an eclectic list of stars, including Miley Cyrus (36:16-43:30). Justin Bieber's former circle is “worried” about him (44:37-50:37). Time's ‘100 Most Influential People of 2025' revealed (50:38-58:26). Interview with Jesse Solomon - talking all the drama on ‘Summer House,' his relationship status, upcoming music + more! (59:54-1:35:39). Beat Ria & Fran game 170 with Monika & Sukhmani (1:36:34-1:57:29). CITO LINKS > barstool.link/chicks-in-the-office.You can find every episode of this show on Apple Podcasts, Spotify or YouTube. Prime Members can listen ad-free on Amazon Music. For more, visit barstool.link/chicks-in-the-office

Ria's gearing up for her wedding and honeymoon! (00:00-35:03). Wendy's and Kesha both shade Katy Perry + the public is not happy with the Blue Origin Space Flight (36:55-45:49). Aimee Lou Wood speaks out after being spotted crying (45:50-48:27). Louis Tomlinson & Zara McDermott are dating (48:28-57:06). Serena Williams to executive produce TV Series ‘Carrie Soto Is Back' (57:07-1:03:25). PopCorner voicemails: Friendship ended over best friend's wedding being on her birthday, Thoughts on Bravo's ‘Next Gen NYC' show, Crazy ‘High School Musical' plot hole? + more! (1:04:24-1:25:13). CITO LINKS > barstool.link/chicks-in-the-office.You can find every episode of this show on Apple Podcasts, Spotify or YouTube. Prime Members can listen ad-free on Amazon Music. For more, visit barstool.link/chicks-in-the-office

Ria's wedding is 2 weeks away! (00:00-22:45). Justin Bieber snaps on paparazzi (24:00-28:36). Khloé Kardashian calls out Lamar Odom's sex doll resembling her (28:37-33:22). Walton Goggins & Aimee Lou Wood feud rumors (33:23-46:54). ‘Saturday Night Live' getting UK version (46:55-52:23). Beat Ria & Fran game 169 with Nicole & Julia (53:15-1:13:17).You can find every episode of this show on Apple Podcasts, Spotify or YouTube. Prime Members can listen ad-free on Amazon Music. For more, visit barstool.link/chicks-in-the-office

On episode 407 of Animal Spirits, Michael Batnick and Ben Carlson discuss the chaos surrounding tariffs, Dan Ives getting cautious, possible affects on the economy, fake headlines moving markets, cabanas are getting out of control, the White Lotus finale, and much more! This episode is sponsored by Betterment Advisor solutions and Morningtstar Investment Conference. Grow your RIA your way at: betterment.com/advisors  Don't miss Animal Spirits at the Morningstar Investment Conference in Chicago on June 25 and 26. Learn more at: morningstar.com/business/events/morningstar-investment-conference?refid=animalspirits  Sign up for The Compound newsletter and never miss out: thecompoundnews.com/subscribe Find complete show notes on our blogs: Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation.   Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

On this TCAF Tuesday, Downtown Josh Brown is joined by Steve Pavlick to discuss the latest on the trade war and the stock market's volatile reaction. Then, at 40:49, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! They discuss the latest market action, how tariffs will impact American companies, recession proof stocks, and much more! This episode is sponsored by Betterment Advisor Solutions and Rocket Money. Grow your RIA your way at: betterment.com/advisors Cancel your unwanted subscriptions and reach your financial goals faster with: rocketmoney.com/compound   Sign up for The Compound Newsletter and never miss out! Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ TikTok: https://www.tiktok.com/@thecompoundnews Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices