Podcasts about risk tolerance

Linda McKissack reveals how agents can turn commissions into buy-and-hold freedom, avoid burnout, build lasting passive income, and create a life where work becomes a choice instead of a lifelong necessity starting today, intentionally now.See article: https://www.unitedstatesrealestateinvestor.com/build-euphoric-freedom-before-life-forces-drastic-change-with-linda-mckissack/(00:00) - Introduction to Linda McKissack and the Power of Building Wealth Through Buy and Hold(05:00) - From Financial Disaster to the First Investment Property(10:00) - Mattias Shares His Debt Story and the Cashflow Quadrant Connection(15:00) - The Freedom Number and Why Holding Builds Long-Term Options(20:00) - Finding the Money, Finding the Time, and Committing to the Goal(25:00) - Syndications, Control, Risk Tolerance, and Following the Right People(30:00) - Lines of Credit, Foreclosures, and Buying When Others Are Afraid(35:00) - Golden Nuggets, Bigger Futures, and Escaping Comfortable Success(40:00) - Becoming More, Choosing Growth, and the Cost of Comfort(44:00) - Favorite Books, Where to Find Linda, and Closing RemarksContact Linda McKassackhttps://lindamckissack.com/https://www.facebook.com/mckissacklindahttps://www.instagram.com/mckissacklindahttps://www.linkedin.com/in/lindamckissack/https://youtube.com/@LindaMcKissack411⁩ Linda McKissack's story is a reminder that freedom rarely happens by accident. It is built through courage, sacrifice, better questions, and the decision to turn today's income into tomorrow's options. Keep building the kind of life where success does not own you, your business does not trap you, and your future is not left to chance. For more conversations about wealth, wellness, and building a life worth living, visit https://reiagent.comIs success destroying your peace? Most pros grind until they break. Download The Investor's Life Balance Sheet: A Holistic Wealth Audit to see if you are building a legacy or heading for burnout. Presented by The REI Agent Podcast & United States Real Estate Investor® https://sendfox.com/lp/m4jrl

Before you invest a dollar, there's one question that matters more than the return, the structure, or the opportunity itself: What do you want this money to do for you? Not what did someone else earn. Not how much can this grow. What is this money meant to create in your life? In this episode, Dr. Felecia Froe explains why investing without purpose can leave you wealthy on paper but misaligned in reality. Money is a tool, and tools only make sense when you know what you are building. When your purpose is clear, the question changes from "Is this a good deal?" to "Does this move me toward the life I want?" That clarity helps quiet urgency, reduce comparison, and create calmer, more intentional decisions. 00:00 – The Question Before Every Investment 01:27 – Why Portfolios Need Purpose 02:05 – Alignment Changes the Experience 02:41 – Risk Tolerance vs Risk Capacity 03:33 – What Women Really Want Money to Create 04:08 – Does This Move Me Toward the Life I Want? 04:56 – Clarity Creates Calmer Decisions 06:01 – Money With Direction Creates Freedom    You've worked hard to build your career. Now let's build wealth that outlives it. You were born to build more than just wealth. You were born to lead, inspire, and rise. At Wealth B-Hers, we're redefining what it means to be financially fearless. Join a movement of bold women investing with intention, building legacies, and writing their own money rules.   Ready to take the first step? Visit our website - moneywithmission.com/wealth-b-hers/    Key Quotes: " Money is a tool, and tools only make sense once you define the structure. If you don't define the structure first, the tools don't serve you, they control you." - Dr. Felecia Froe   "Money without direction creates noise. Money with direction creates freedom." - Dr. Felecia Froe

Before you invest a dollar, there's one question that matters more than the return, the structure, or the opportunity itself: What do you want this money to do for you? Not what did someone else earn. Not how much can this grow. What is this money meant to create in your life? In this episode, Dr. Felecia Froe explains why investing without purpose can leave you wealthy on paper but misaligned in reality. Money is a tool, and tools only make sense when you know what you are building. When your purpose is clear, the question changes from "Is this a good deal?" to "Does this move me toward the life I want?" That clarity helps quiet urgency, reduce comparison, and create calmer, more intentional decisions. 00:00 – The Question Before Every Investment 01:27 – Why Portfolios Need Purpose 02:05 – Alignment Changes the Experience 02:41 – Risk Tolerance vs Risk Capacity 03:33 – What Women Really Want Money to Create 04:08 – Does This Move Me Toward the Life I Want? 04:56 – Clarity Creates Calmer Decisions 06:01 – Money With Direction Creates Freedom    You've worked hard to build your career. Now let's build wealth that outlives it. You were born to build more than just wealth. You were born to lead, inspire, and rise. At Wealth B-Hers, we're redefining what it means to be financially fearless. Join a movement of bold women investing with intention, building legacies, and writing their own money rules.   Ready to take the first step? Visit our website - moneywithmission.com/wealth-b-hers/    Key Quotes: " Money is a tool, and tools only make sense once you define the structure. If you don't define the structure first, the tools don't serve you, they control you." - Dr. Felecia Froe   "Money without direction creates noise. Money with direction creates freedom." - Dr. Felecia Froe

Most investors lose to the market because they're trying to pick winners in a game where only 4% of stocks have created 100% of market wealth over the past century. The math isn't in your favor—but there's a simpler path that is. Key Topics Discussed Introduction to FI 201 (00:00:00) Jonathan introduces the concept of Financial Independence 201, explaining how it builds on FI 101 to help individuals progress from control to optimization and independence on their FI journey. The Genesis of FI 201 (00:05:30) Allen and Kristen explain how they identified the need for a 201-level presentation based on questions emerging from their St. Louis FI 101 sessions, particularly around investing concepts. Asset Allocation Fundamentals (00:15:00) Allen breaks down asset allocation as 'your money pie,' discussing how to balance growth, safety, and emergency funds while considering time horizons and diversification strategies. Risk Tolerance vs Risk Capacity (00:22:00) The team explores the critical difference between emotional risk tolerance and actual risk capacity, using examples from 2008 and 2020 market crashes to illustrate real-world application. Tax-Advantaged Account Strategies (00:35:00) Allen and Brad discuss the various tax treatments of investment accounts including 401(k)s, 457(b)s, Roth IRAs, HSAs, and taxable brokerage accounts, emphasizing lifetime tax optimization. Individual Stocks vs Index Funds (00:48:00) The hosts examine the data on individual stock picking, revealing that only 4% of stocks have contributed to 100% of market wealth over the past century, making a strong case for index investing. Dividends and Tax Control (00:55:00) Brad and Allen discuss why the FI community often prefers capital gains over dividend income, focusing on the importance of maintaining control over when and how you realize taxable events. Notable Quotes "You can't save your way to FI, you have to invest." — Allen Hansen "When there's a dip, you essentially get to buy the market on sale. If you love a bargain, this is it." — Brad Barrett "Why in the world do we not think that way when it comes to the market? Our brain completely flips. We're like, ah, we're scared." — Kristen Knapp "It's not what's my tax this year. It is what is going to be my tax burden over my lifetime." — Brad Barrett "The best investing lesson: stand there and do nothing. If you're invested, just don't do anything and you're going to be rewarded." — Allen Hansen Key Takeaways Assess your own risk tolerance and risk capacity honestly by considering how you would react to a 30% portfolio drop Review your current asset allocation across all accounts and determine if it aligns with your time horizon and financial goals Calculate the difference between your marginal and effective tax rates to understand your true tax burden Identify which tax-advantaged accounts you have access to (401k, 457b, 403b, HSA, IRA) and ensure you're maximizing employer matches Track every dollar of taxable income if you're on ACA subsidies or approaching any subsidy cliffs to avoid losing benefits Consider whether you have the right balance between taxable, tax-deferred, and tax-free accounts for maximum flexibility in retirement Join or start a local FI group to benefit from community wisdom and learn from others at different stages of the journey Review your portfolio for dividend-heavy investments and consider whether you'd prefer more control over when you realize taxable events Resources & Links FI Friends Travel The Simple Path to Wealth by J.L. Collins Tax Planning to and Through Early Retirement by Sean Mullaney and Cody Garrett ChooseFI Community App St. Louis FI Group BlackBerry Documentary (Netflix) Arizona State University Stock Market Wealth Study Brian Feroldi (individual stock investing advocate) Investopedia

Charles Schwab's Liz Ann Sonders notes the earnings surprise and following rallies in tech stocks comes in conflict with concentration risk. That said, she believes bulls still hold the reins of market momentum. She explains how tests ahead will rattle the AI-led rally, including developments around the U.S.-Iran War. Liz Ann adds that "casino-like" moves in short-term money still holds some value as fundamentals climb, but as she says, "no one went broke taking profits." ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

What happens when “we’re fine” isn’t the full picture? In this episode from this past weekend’s radio show, Mike Douglas explores how hidden risks can surface as retirement approaches. Using real-life examples, the conversation highlights common warning signs—like relying too heavily on the market, lacking a written income plan, and avoiding tough financial conversations. The show also examines how emotions, risk tolerance, and life stage influence decision-making, especially during market downturns. It’s a practical look at recognizing gaps and understanding how preparation can shape a more stable retirement experience. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.

EP 681: Connor Koch Some episodes just take a minute to get right. We lost the first version of this one — somewhere out there is an SD card with what I’m sure was a hell of a conversation — and you know what? Maybe that was the universe telling us to go again. Because this one hit different. Connor Koch is one of those guys who just operates on a different level. Arc’teryx ambassador for seven years, a man who’s climbed every 14er in the lower 48, skied big lines from Alaska to the High Sierra, and survived an 1,100-foot avalanche ride in ways that defy explanation. He’s the real deal. And now? He’s deep in the hunting rabbit hole, chasing elk solo through grizzly country with a bow he just learned to shoot, logging 70-plus days in the field and coming home with the kind of stories that remind you why we do all of this. We cover a lot of ground in this one. Connor grew up in a tiny San Diego-area town, never saw mountains until his Nissan’s transmission blew up somewhere near a place called Zzyzx on the way to Colorado. He pulled into Vail Pass, jumped out into the June air, and knew — at a cellular level, he says — that he’d found home. That moment launched a decade of elite mountain pursuits that would shape everything that came after. We dig into what it’s like to be a master of one discipline and a beginner in another — and how humbling it is when all your fitness and mental toughness still can’t outwit a wily bull elk. Connor talks about burning a shot opportunity 45 minutes into his first day of bow hunting, running 70+ days solo in the backcountry, getting his camp ripped apart by a known problem grizz the same night he hit a bull high, and why he doesn’t regret any of it. That’s the journey. That’s the process. But it goes way deeper than hunting. Connor opens up about the avalanche that changed him — a full slope that fractured wall to wall, a 1,100-foot washing machine ride, karate-chopping blocks of wind slab before getting obliterated, and emerging from the toe of the debris alive while his partners tunneled out around him. He talks about what that does to your relationship with risk, with the mountains, and with yourself. And then, the hardest decision of his career: turning down a prepackaged invite to ski 8,000-meter peaks in Pakistan, not because he couldn’t do it, but because he finally understood that some pages in your book are okay to leave blank. This is a conversation about reinvention, risk tolerance, the courage to step off the ship when it’s time, and what happens when a man who spent a decade trying to conquer mountains starts learning to be conquered by elk season. Oh, and also — he’s catering his entire wedding with two cow elk and some deer he harvested himself. That’s the kind of dude Connor Koch is. Pull up a chair. This one’s worth every minute. This Episode Is Brought To You By onX Hunt If you’re serious about hunting out west, onX isn’t optional — it’s foundational. Land ownership, access, terrain, and a full suite of tools built for every part of the hunt: the planning, the prep, and the pursuit. The difference is simple. It’s confidence. Confidence that you’re in the right spot, confidence that you’re legal, confidence that you can get back to the truck. That’s what onX gives you. Become an Elite Member today and save 20% with code TRO Visit: www.onxmaps.com?utm_source=rss&utm_medium=rss Bridger Watch This one’s personal — Bridger Watch is Cody Rich’s own company, so yeah, shameless plug incoming. It’s a full-feature smartwatch built by hunters, for the hunting lifestyle. Not just for the hunt, but for everything that surrounds it. Training, mapping, texts, and most importantly: insane battery life. Because battery life matters in the backcountry, full stop. If you’re a watch guy, you already get it. No compromise, no fluff. Just a watch built the way it should’ve been built all along. Visit: www.bridgerwatch.com?utm_source=rss&utm_medium=rss Timestamp Chapters 0:00 — Intro & Sponsor Reads — onX Hunt and Bridger Watch 2:15 — The Lost Episode: A Cop, a Bow, and a County Line 4:00 — Connor Gets His Life Back in Order — Four Months of Spring Skiing 5:00 — The Purcells and the High Sierra — Whitney, Muir, Langley, and a Broken Binding 7:00 — 30,000-Foot View: Arc’teryx, Mountain Pursuits, and a Big Boy Job 9:00 — Climbing Every 14er in the Lower 48 — And Why the Number Is Arbitrary 10:30 — The Origin Story: Erik Weihenmayer, a Blown Transmission, and Finding Home in Colorado 14:00 — Arriving at Vail Pass and Knowing — The Moment That Changed Everything 15:00 — Identity, Selfishness, and the Next Chapter 17:00 — Close Calls: A Rubber Band, a Carabiner, and 200 Feet of Air 19:00 — How Hunting Fills the Gap — And Gives You a More Complete Relationship With the Landscape 22:00 — Vert Records, Big Days, and Getting Old 23:00 — Bringing a Mountain Athlete’s Mindset Into Elk Hunting — Asset or Liability? 26:00 — Going Solo: Three Months, a Bow, and the Backcountry 27:00 — Losing a Bull on September 15th — The Shot, the Rain, and the Grizzly 31:00 — What It Means to Really Want Something and Not Get It 33:00 — Elk Hunting Is Not Meritocracy — And That’s the Point 37:00 — Visualizing Success: How Pre-Prep and Commitment Breed Confidence 38:00 — Confidence in the Face of Doubt — The Dark Arts of High-Exposure Terrain 43:00 — A Duty to the Animal: Why He Never Considered Leaving Camp 45:00 — Hunting as a New Relationship With Death — Feeding His Wedding on Wild Elk 47:00 — Wild Pigs, Weddings, and Getting Attacked at the Worst Possible Moment 49:00 — The Honest Ratio: 70 Days to One Elk 52:00 — If You Only Had 10 Days: The Discipline of Slowing Down 55:00 — Day One, 45 Minutes In, Five-Point at 42 Yards — And Why He Let Him Walk 58:00 — The Advice No One Wants to Hear: Passing Elk Builds the Best Hunters 1:00:00 — Confidence on the Skinny: Why Doubt Has No Place on Exposed Terrain 1:01:00 — The First Avalanche — Skiing Into a Rock Wall and Getting Shepherded Out with One Hand 1:03:00 — The Second Avalanche — An 1,100-Foot Ride, a Bag of Costco Mangoes, and Everyone Lives 1:11:00 — Redefining Risk and Stepping Back From the Edge 1:13:00 — Stealing Fire, Broken Necks, and the Identity Shift Into Bow Hunting 1:16:00 — The Pakistan Trip He Had to Turn Down — And Why He’s Finally Okay With Blank Pages 1:21:00 — What It Means to Move Into the Next Chapter 1:22:30 — Final Ask: Try the Thing That Scares You 1:23:30 — Wrap-Up and Watch Plug 3 Key Takeaways for Listeners 1. Your Greatest Strength in One Arena Can Be Your Biggest Weakness in Another Connor came into elk hunting as an elite mountain athlete — faster, fitter, and more mentally tough than almost anyone in the field. And it nearly worked against him. He was blowing out animals by moving too fast, pushing wind when he shouldn’t have, covering miles that didn’t need covering. The hard-won lesson: hunting rewards patience and animal knowledge above all else. Fitness is a tool, not a cheat code. The most valuable thing a hunter can develop — that gut intuition built from thousands of hours of observation — can’t be outworked or outrun. Know what you bring to the table, and be honest about where the gaps are. 2. The Process Is the Point — Not Just a Cliché Connor spent 70+ days chasing elk solo and came home with hard-earned lessons he wouldn’t trade for anything. He let a five-point walk at 42 yards on day one. He lost a bull to a high hit, a rainstorm, and a problem grizzly. He laid in his shredded tent for days still searching. And he says he doesn’t regret any of it. Not because it sounds good, but because every one of those moments compounded into something real. The hunters who last — and who eventually become consistently successful — are the ones who decide early that the journey is the whole thing, not a detour on the way to the outcome. 3. Knowing When to Step Off the Ship Is Its Own Kind of Courage One of the most powerful moments in this conversation is when Connor talks about turning down an invite to ski 8,000-meter peaks in Pakistan — a trip he’d been dreaming about for years. Not because he was scared. Not because he couldn’t do it. But because he finally understood that some chapters have to close so others can open. He’d survived avalanches, close calls, and years of operating on the edge, and he arrived at a place of genuine peace with leaving certain pages in his book blank. That kind of self-awareness — knowing your season, honoring your current chapter, and resisting the pull of old identity — is rare. And it applies way beyond the mountains.

Casey Baltes led the effort to build the Tribeca Games Festival from the ground up—and she'll tell you the hardest part wasn't the games. It was building internal credibility. In this episode, we talk about curation, community, and why institutions that try to do everything in games end up doing nothing well.For more insights, signup for my newsletter.Jamin Warren founded Gameplayarts, an advisory that helps museums and cultural organizations engage with the world of gaming. He provides them with the research, strategy, and execution they need to reach gamers for the first–or millionth–time. Gameplayarts' past and present clients organizations like MoMA, the Getty Research Institute, Tribeca Enterprises, and PBS.

What if the reason your city feels inefficient, confusing, or stuck… is actually fixable? In this episode, Nick Caputo—founder of Caputo Strategies and the non-profit, Livable Advanced LA, breaks down how local government really works (and why it often doesn't). From his journey moving from Chicago to Los Angeles to his mission to reform LA's city charter, Nick shares fresh, practical ideas on making government more transparent, responsive, and effective. We also explore how social media is becoming an unexpected tool to simplify complex systems and empower everyday citizens. If you've ever felt disconnected from how your city is run, this conversation will change the way you see local leadership and your role in it.Feel free to follow and engage with NICHOLAS here:LinkedIn: https://www.linkedin.com/in/npcaputo/Instagram: https://www.instagram.com/_nickcaputo_Threads: https://www.threads.com/@_nickcaputo_Website: https://caputostrategies.com/Website: https://www.livableadvancedla.org/aboutWe're so grateful to you, our growing audience of entrepreneurs, investors and community leaders interested in the human stories of the Entrepreneurial Thinkers behind entrepreneurial economies worldwide.As always we hope you enjoy each episode and Like, Follow, Subscribe or share with your friends. You can find our shows here, and at our “Entrepreneurial Thinkers” channel on YouTube. Plug in, relax and enjoy inspiring, educational and empowering conversations between Rob and our guests.¡Cheers y gracias!,Entrepreneurial Thinkers Team.Chapters00:00 Introduction to Entrepreneurial Thinkers04:55 Understanding Charter Reform16:48 The Importance of Charter Reform23:01 Engaging the Community in Governance26:54 The Power of Social Media as a Journal28:28 Feedback and Community Engagement30:30 Journaling and Creative Expression32:24 Demystifying Government and Civic Engagement33:21 Personal Connection to Los Angeles37:18 Risk Tolerance and Entrepreneurial Spirit in LA38:42 Accessibility and Civic Involvement47:13 The Future of Politics and Personal Aspirations50:39 Stabilizing Governance: The Current Election Cycle52:23 Repairing Infrastructure: The Path Forward54:36 Growth and Development: Building for the Future56:16 Caputo Strategies: Empowering Small Businesses01:00:41 AI in Governance: Opportunities and Challenges01:07:15 Assessing Leadership: Criteria for Effective Governance01:12:57 Getting Involved: Engaging with Local Communities

What if retirement planning isn’t about hitting a magic number, but stacking the right layers? In this episode of The Retirement Playbook, Granger Hughes breaks down why income, not account balances, often drives confidence in retirement. The conversation explores layered planning concepts using familiar analogies, from cakes to cleats, to explain how tools like Social Security, pensions, and annuities each can play a role. He also addresses market volatility, risk tolerance, and why average returns don’t always match real-life results. The focus stays on education, customization, and helping listeners better understand how different financial pieces can fit together as retirement approaches. Hit play to discover what your financial advisor should be telling you. For events and complimentary consultations, visit hughesretirementgroup.com.See omnystudio.com/listener for privacy information.

Most people know that there is some risk to investing and retirement planning. In fact, "Risk Tolerance" for the investor is a key factor in deciding where to put your money. But most people don't know that there are non-financial risks as well. That's why in this episode of the podcast I talk with Chris Maduri about what those risks are and how you can avoid them to ensure a comfortable retirement. In this episode you will learn: How having a purpose once you stop working is key Why connecting with people outside of work is important Why establishing an identity not connected to your job keeps you centered Practical ways to prepare for retirement psychologically, not just financially

Preview: Ivana Stradner analyzes how adversaries use social media platforms like X to launch influence operations against the West. She calls for greater risk tolerance and proactive strategies to counter these digital threats.

The UK has passed a landmark law which will not allow anyone born on or after the 1st January 2009 to buy tobacco products. We look at how this can make a real difference to public health and what it means for future generations. And we get details about a new mortgage model for off-plan properties in the UAE. See omnystudio.com/listener for privacy information.

When headlines get loud and investors start piling in, is that a signal to pause? On this episode, Kevin Madden explains why chasing today’s market darlings isn’t a strategy and how disciplined investing, risk awareness, and income planning fit together as retirement approaches. The conversation explores portfolio risk, timing retirement conversations, what to expect in your first planning meeting, and how annuities can be used thoughtfully for income or protection. It’s a practical discussion about asking better questions and building a clearer picture of retirement cash flow. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.

The market can be up 160% over a decade and still feel unsettling when short-term losses show up. In this episode, Mike Canet & Ryan Herbert dig into why market volatility feels so different depending on where you are in life. They discuss long-term growth versus retirement realities, how risk tolerance changes when income matters now, and why percentages don’t always tell the full story. From sequence-of-returns risk to the role of secure income sources, this conversation explores how perspective, planning, and timing shape financial decisions. It’s a practical discussion about understanding risk, translating market swings into real dollars, and why having a plan can change how volatility impacts your retirement outlook. Want to begin building your retirement and tax plan? Click Here to Schedule a 15-minute Discovery Call Follow us for more helpful insights:

3. Following the 1783 peace treaty, the family moved to Europe, where "John Carter" reclaimed his true identity as John Barker Church. A high-stakes businessman with a high risk tolerance, he settled the family in London's elite Mayfair district. Despite her English surroundings, Angelica remained a vocal American patriot, often acting as a cultural mediator between Dutch, English, and French societies. She hosted prestigious figures like Abigail Adams, Thomas Jefferson, and the Marquis de Lafayette. In London, she engaged with the "Blue Stocking" movement, surrounding herself with other highly educated, influential, and sophisticated women. (3)1789 NEW YORK

Integrity and precision are the cornerstones of MAH Financial. Our philosophy is “Serving the Underserved”. Whether you're starting to save for retirement or nearing the end, we provide comprehensive financial consulting designed to protect and grow your assets in an ever-changing economy. By leveraging data-driven insights and a client-first approach, we help people cut through the noise to achieve long-term stability. At MAH Financial, your success is our primary benchmark.Learn more: http://mahfinancial.biz/Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through MAH Financial. MAH Financial is an unaffiliated entity from Simplicity Wealth. Clicking the “Like” button does not constitute a testimonial for or endorsement of our investment advisory firm, any associated person, or our services. Clicking the “Like” button is merely a mechanism to circulate our page. “Like” is not meant in the traditional sense. In addition, postings to our page must refrain from recommending us or providing testimonials for our investment advisory firm. Because the SEC and state securities regulators generally prohibit testimonials, any such postings are subject to swift removal.Based on the current video frame, here is the full transcription of the legal disclaimer:This podcast is for informational purposes only and does not constitute a recommendation to buy or sell any financial product. All examples are hypothetical and intended to illustrate potential outcomes under specific assumptions. Actual results will vary. Indexed universal life insurance policies are subject to fees, caps, and charges. Loans and withdrawals may reduce the death benefit and could result in a taxable event. Please consult a licensed financial advisor and tax professional before implementing any strategy discussed. Roth conversions may not be appropriate for everyone and should be evaluated based on your specific tax situation.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-marc-hernandez-founder-of-mah-financial-services-risk-tolerance-in-retirement

Integrity and precision are the cornerstones of MAH Financial. Our philosophy is “Serving the Underserved”. Whether you're starting to save for retirement or nearing the end, we provide comprehensive financial consulting designed to protect and grow your assets in an ever-changing economy. By leveraging data-driven insights and a client-first approach, we help people cut through the noise to achieve long-term stability. At MAH Financial, your success is our primary benchmark.Learn more: http://mahfinancial.biz/Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through MAH Financial. MAH Financial is an unaffiliated entity from Simplicity Wealth. Clicking the “Like” button does not constitute a testimonial for or endorsement of our investment advisory firm, any associated person, or our services. Clicking the “Like” button is merely a mechanism to circulate our page. “Like” is not meant in the traditional sense. In addition, postings to our page must refrain from recommending us or providing testimonials for our investment advisory firm. Because the SEC and state securities regulators generally prohibit testimonials, any such postings are subject to swift removal.Based on the current video frame, here is the full transcription of the legal disclaimer:This podcast is for informational purposes only and does not constitute a recommendation to buy or sell any financial product. All examples are hypothetical and intended to illustrate potential outcomes under specific assumptions. Actual results will vary. Indexed universal life insurance policies are subject to fees, caps, and charges. Loans and withdrawals may reduce the death benefit and could result in a taxable event. Please consult a licensed financial advisor and tax professional before implementing any strategy discussed. Roth conversions may not be appropriate for everyone and should be evaluated based on your specific tax situation.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-marc-hernandez-founder-of-mah-financial-services-risk-tolerance-in-retirement

What if the key to entrepreneurial success isn't just about making money, but about building confidence and aligning your finances with your personal values? This episode of The Angel Next Door Podcast dives into how shifting your mindset around money can transform not only your business but your whole approach to wealth and life.Our guest, Shari Rash, founder of GWA Wealth and host of “Everyone's Talking Money,” brings a wealth of experience in financial advising, with a special focus on empowering women to own their financial journeys. Her unique perspective comes from years in both corporate finance and building her own practice dedicated to closing the confidence gap women often feel around money.In this episode, Shari Rash and Marcia Dawood candidly discuss the obstacles women face around financial confidence, practical ways to get comfortable with both small and large money decisions, and the major wealth shift underway as more women take control of assets. If you're ready to rethink your approach to wealth and entrepreneurship, this conversation is packed with relatable stories and tangible advice you can put into action—making it an essential listen for driven, values-minded listeners. To get the latest from Shari Rash, you can follow her below!https://www.linkedin.com/in/shari-rash/https://www.gwawealth.com/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comDo Good While Doing WellLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

What if the real foundation of entrepreneurship is less about making money and more about mastering your mindset around it? In this episode of The Angel Next Door Podcast, host Marcia Dawood explores how our early experiences and psychological beliefs about money shape our financial behaviors—and ultimately, our freedom to create and build. Guest Shang Saavedra, who reached retirement savings goals by age 31, shares her journey from a frugal upbringing as the child of immigrants to graduating from Harvard, thriving in management consulting, and building the Save My Cents community. She's passionate about helping others use psychology and practical strategies to rewrite their financial stories, break the cycle of fear, and pave the way for meaningful wealth. This episode is essential listening for entrepreneurs and anyone needing a mindset reset around finances. With actionable advice on automating savings, understanding investment options, and handling financial setbacks, Shang Saavedra proves that changing how you think about money can transform your life—and your business.   To get the latest from Shang Saavedra, you can follow her below! https://www.linkedin.com/in/shangsaavedra/ https://savemycents.com/ https://www.instagram.com/savemycents/?hl=en Wealth Is a Mindset: Change Your Mind, Change Your Money   Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing! Website: www.marciadawood.com Do Good While Doing Well Learn more about the documentary Show Her the Money: www.showherthemoneymovie.com And don't forget to follow us wherever you are! Apple Podcasts: https://pod.link/1586445642.apple Spotify: https://pod.link/1586445642.spotify LinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/ Instagram: https://www.instagram.com/theangelnextdoorpodcast/ Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/ TikTok: https://www.tiktok.com/@marciadawood

AI has created a dilemma for security teams. Attackers are using AI to develop exploits to newly disclosed vulnerabilities faster than security teams can patch them. Security teams have not fully leveraged the capabilities of AI to autonomously prevent these attacks. Without a radical change in approach, organizations will be exposed to an exponentially increasing attack surface. How long can your organization tolerate being exploitable? Myke Lyons, CISO at Cribl, joins Business Security Weekly to discuss why organizations need to embrace AI to understand the behavior of attacks to effectively prevent them. For decades, we've focused on the Indicators of Compromise (IoCs) and have played whack-a-mole to try and patch them. Instead, we should focus on the Tactics, Techniques, and Procedures (TTPs) and leverage LLMs to understand the behavior of the attack. Once we understand the behaviors, we can implement preventative controls to minimize exposure. And yes, AI can also help us automate patching, when we're ready to trust it. In the leadership and communications segment, Your Risk Tolerance Has Changed. Does Your Leadership Team Know That? , The New Leadership Structures that Unblock Innovation, How CISOs can build a resilient workforce, and more! Visit https://www.securityweekly.com/bsw for all the latest episodes! Show Notes: https://securityweekly.com/bsw-438

AI has created a dilemma for security teams. Attackers are using AI to develop exploits to newly disclosed vulnerabilities faster than security teams can patch them. Security teams have not fully leveraged the capabilities of AI to autonomously prevent these attacks. Without a radical change in approach, organizations will be exposed to an exponentially increasing attack surface. How long can your organization tolerate being exploitable? Myke Lyons, CISO at Cribl, joins Business Security Weekly to discuss why organizations need to embrace AI to understand the behavior of attacks to effectively prevent them. For decades, we've focused on the Indicators of Compromise (IoCs) and have played whack-a-mole to try and patch them. Instead, we should focus on the Tactics, Techniques, and Procedures (TTPs) and leverage LLMs to understand the behavior of the attack. Once we understand the behaviors, we can implement preventative controls to minimize exposure. And yes, AI can also help us automate patching, when we're ready to trust it. In the leadership and communications segment, Your Risk Tolerance Has Changed. Does Your Leadership Team Know That? , The New Leadership Structures that Unblock Innovation, How CISOs can build a resilient workforce, and more! Show Notes: https://securityweekly.com/bsw-438

AI has created a dilemma for security teams. Attackers are using AI to develop exploits to newly disclosed vulnerabilities faster than security teams can patch them. Security teams have not fully leveraged the capabilities of AI to autonomously prevent these attacks. Without a radical change in approach, organizations will be exposed to an exponentially increasing attack surface. How long can your organization tolerate being exploitable? Myke Lyons, CISO at Cribl, joins Business Security Weekly to discuss why organizations need to embrace AI to understand the behavior of attacks to effectively prevent them. For decades, we've focused on the Indicators of Compromise (IoCs) and have played whack-a-mole to try and patch them. Instead, we should focus on the Tactics, Techniques, and Procedures (TTPs) and leverage LLMs to understand the behavior of the attack. Once we understand the behaviors, we can implement preventative controls to minimize exposure. And yes, AI can also help us automate patching, when we're ready to trust it. In the leadership and communications segment, Your Risk Tolerance Has Changed. Does Your Leadership Team Know That? , The New Leadership Structures that Unblock Innovation, How CISOs can build a resilient workforce, and more! Visit https://www.securityweekly.com/bsw for all the latest episodes! Show Notes: https://securityweekly.com/bsw-438

AI has created a dilemma for security teams. Attackers are using AI to develop exploits to newly disclosed vulnerabilities faster than security teams can patch them. Security teams have not fully leveraged the capabilities of AI to autonomously prevent these attacks. Without a radical change in approach, organizations will be exposed to an exponentially increasing attack surface. How long can your organization tolerate being exploitable? Myke Lyons, CISO at Cribl, joins Business Security Weekly to discuss why organizations need to embrace AI to understand the behavior of attacks to effectively prevent them. For decades, we've focused on the Indicators of Compromise (IoCs) and have played whack-a-mole to try and patch them. Instead, we should focus on the Tactics, Techniques, and Procedures (TTPs) and leverage LLMs to understand the behavior of the attack. Once we understand the behaviors, we can implement preventative controls to minimize exposure. And yes, AI can also help us automate patching, when we're ready to trust it. In the leadership and communications segment, Your Risk Tolerance Has Changed. Does Your Leadership Team Know That? , The New Leadership Structures that Unblock Innovation, How CISOs can build a resilient workforce, and more! Show Notes: https://securityweekly.com/bsw-438

Corbin (@CHosler), DJ (@CardgardenMTG), and JJ the editor jump in to recap Teenage Mutant Ninja Turtles prerelease, draft format, and best-selling sets. Check us out on YouTube because everything is better with video. https://www.youtube.com/BrainstormBrewery 

Some people love a thunderstorm. Others panic when the clouds roll in. Today, we're talking about risk tolerance through the lens of weather. There's nothing wrong with having different reactions to the same events. But pretending you're someone you're not? That can get expensive.   Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402

Cory King reveals how building a cash machine, mastering the BRRRR Strategy, and protecting family priorities can transform a driven agent into a disciplined wealth builder with lasting freedom.See article: https://www.unitedstatesrealestateinvestor.com/from-side-hustle-to-hardcore-freedom-building-success-with-cory-king/(00:00) - Welcome to The REI Agent and Introduction of Cory King(01:10) - Cory's Real Estate Overview and Investor Background(03:20) - Buying a First Home at 22 During the 2009 Market Crash(05:40) - Early House Hacking and Covering the Mortgage with Roommates(07:45) - Flipping Comic Books and Discovering Land Auctions(10:30) - Buying Vacant Lots and Creating Arbitrage Opportunities(13:15) - Selling the Restaurant Business and Moving to Knoxville(15:10) - Getting Licensed to Support Investing Goals(17:20) - Building a Cash Machine Versus a Wealth Machine(19:45) - Why Agents Should Invest in the Markets They Sell(22:10) - BRRRR Strategy and Long Term Rental Planning(24:40) - Leaving Money in Deals and Thinking Long Term(26:50) - Avoiding the Check to Check Agent Trap(29:00) - Risk Tolerance and Acting During Market Fear(31:15) - Investment Options Beyond Rentals Including Syndications(33:30) - Analysis Paralysis and Taking Imperfect Action(35:20) - Building The Caza Group and Serving the Investor Niche(37:40) - Creating a Specialist Team Model Like a Superhero Network(39:50) - Why Property Management Is Not in the Immediate Plan(41:20) - Launching and Growing the GRID Investor Meetup(43:40) - Hosting Events as a Lead Funnel for Agents(45:10) - Family Life, Glass Versus Rubber Balls, and Guardrails(46:10) - Golden Nuggets, Book Recommendations, and Closing Thoughts(46:48) - Episode Outro and DisclaimerContact Cory Kinghttps://www.thecazagroup.com/caza_knoxville_teamhttps://www.facebook.com/CoryKingREALTOR/https://www.instagram.com/cory__king_/https://www.linkedin.com/in/cory-king-984b6b4b/Cory King reminds us that freedom is built on discipline, focus, and courage to act before you feel ready. Build your cash machine, fund your long-term vision, protect your glass balls, and never let success cost your peace. If this conversation sparked something in you, take the next step and visit https://reiagent.comIs success destroying your peace? Most pros grind until they break. Download The Investor's Life Balance Sheet: A Holistic Wealth Audit to see if you are building a legacy or heading for burnout. Presented by The REI Agent Podcast & United States Real Estate Investor® https://sendfox.com/lp/m4jrl

PREVIEW FOR LATER TODAY Guest: Ivana Stradner. Stradner argues that while the U.S. understands information warfare, Washington currently lacks the necessary risk tolerance to effectively counter Russia's control of the narrative.1932

Determine Your Investment Risk Tolerance - Join Certified Financial Planners Greg Cooley and Bubba Labas on another episode of Advisors' RoundTable!

Market highs may feel exciting, but today’s conversation reveals why they’re also making retirees uneasy. Kevin Madden breaks down why record-breaking markets, rising layoffs, and unpredictable dips are prompting many people to reevaluate their risk tolerance. He explains how relying on market‑based withdrawals can drain savings faster than expected, and why tools like annuities and diversified income strategies may offer more stability. Kevin explores realistic ways to build a reliable income plan, stretch retirement dollars, and create a roadmap that keeps long‑term goals in focus without the stress of market watching. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.

How do you build an investment portfolio you can actually stick with—when markets get volatile and when they're ripping higher? In this episode of The Market Moment, Matt, John, and Isaac break down what it really means to build a diversified portfolio that fits your true risk tolerance, not just the one you think you have during a bull market. From fear and greed to rebalancing discipline, the conversation digs into why portfolio construction is harder today than ever—even though access to investing has never been easier. The team shares real-world examples of market drawdowns, investor behavior, and why knowing why you own each investment matters more than chasing performance. They also explore how diversification goes far beyond “stocks vs. bonds,” touching on annuities, international equities, alternatives, commodities, and the recent volatility in gold and silver—and what those moves mean (and don't mean) for long-term investors. Key topics include: ➡️ How to assess your real risk tolerance (and why most investors overestimate it) ➡️ Fear vs. greed and how emotions derail long-term plans ➡️ Why timing the market means being wrong twice ➡️ Rebalancing strategies—and how often is too often ➡️ Stocks vs. bonds vs. annuities: what role each can play ➡️ U.S. vs. international investing and sector diversification ➡️ Alternatives, private markets, and what to watch out for ➡️ Gold and silver volatility—and why perspective matters ➡️ Building a portfolio you can stick with in good times and bad   The episode wraps with a timely discussion on recent moves in precious metals, why big price swings can test investor discipline, and how having a clear investment plan helps cut through the noise. Enjoyed the episode? Don't forget to:

Most investors don't blow up because they “didn't know enough.” They blow up because they frame the decision wrong. Lance Roberts & Jonathan Penn break down narrow framing—the behavior where investors judge one investment in isolation (“Why don't I own that?”) instead of evaluating results through the entire portfolio and a long-term plan. When something becomes “hot,” it feels obvious, safe, and inevitable. But return-chasing often ends the same way: buying after a big run, then selling after the first real drawdown. That cycle turns investing into reaction instead of strategy—headlines instead of planning, emotion instead of discipline. 0:00 - INTRO 0:19 - ISM Manufacturing Feed Reflation Narrative 4:15 - Sector Rotations Worth Watching 8:20 - Markets Continue in Rising Trend 13:24 - The Trap of Cahasing Returns 15:58 - The Trouble w Investor Complacency 18:20 - The Flaw in Framing 22:09 - Momentum Drives Price 23:21 - Leverage Unwinding & Volatility 24:42 - It's Silver Profit Taking Time 25:47 - Risk Tolerance vs Risk Capacity 28:03 - A Portfolio is Like a Car 31:12 - The Misconception Between Risk & Volatility 34:23 - Risk is the Destruction of Capital 35:58 - Markets Do Not Compound Returns 37:31 - Would You Rather... 42:33 - Everybody Idolizes Warren Buffett 43:30 - Establish a Discipline 45:52 - Have a Plan - Write it Down 48:51 - E-book Library Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Register for our next Candid Coffee, 2/21/26: https://streamyard.com/watch/Wq3Yvn9ny5GV ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/sKXpfWf8oRs?feature=share ------- Watch our previous show, "Bears Are an Endangered Species," here: https://www.youtube.com/live/NAyXnrquGiQ -------- The latest installment of our new feature, Before the Bell, "Reflation Rotation" is here: https://youtu.be/9f2tn_O1BUc ------- Visit our E-book Library (no library card required!) https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #SectorRotation #RiskManagement #ReflationTrade #PortfolioRebalancing

Most investors don't blow up because they "didn't know enough." They blow up because they frame the decision wrong. Lance Roberts & Jonathan Penn break down narrow framing—the behavior where investors judge one investment in isolation ("Why don't I own that?") instead of evaluating results through the entire portfolio and a long-term plan. When something becomes "hot," it feels obvious, safe, and inevitable. But return-chasing often ends the same way: buying after a big run, then selling after the first real drawdown. That cycle turns investing into reaction instead of strategy—headlines instead of planning, emotion instead of discipline. 0:00 - INTRO 0:19 - ISM Manufacturing Feed Reflation Narrative 4:15 - Sector Rotations Worth Watching 8:20 - Markets Continue in Rising Trend 13:24 - The Trap of Cahasing Returns 15:58 - The Trouble w Investor Complacency 18:20 - The Flaw in Framing 22:09 - Momentum Drives Price 23:21 - Leverage Unwinding & Volatility 24:42 - It's Silver Profit Taking Time 25:47 - Risk Tolerance vs Risk Capacity 28:03 - A Portfolio is Like a Car 31:12 - The Misconception Between Risk & Volatility 34:23 - Risk is the Destruction of Capital 35:58 - Markets Do Not Compound Returns 37:31 - Would You Rather... 42:33 - Everybody Idolizes Warren Buffett 43:30 - Establish a Discipline 45:52 - Have a Plan - Write it Down 48:51 - E-book Library Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Register for our next Candid Coffee, 2/21/26: https://streamyard.com/watch/Wq3Yvn9ny5GV ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/sKXpfWf8oRs?feature=share ------- Watch our previous show, "Bears Are an Endangered Species," here: https://www.youtube.com/live/NAyXnrquGiQ -------- The latest installment of our new feature, Before the Bell, "Reflation Rotation" is here: https://youtu.be/9f2tn_O1BUc ------- Visit our E-book Library (no library card required!) https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #SectorRotation #RiskManagement #ReflationTrade #PortfolioRebalancing

Episode 135 of Tablesetters focuses on a fantasy baseball mock draft on CBS Sports, recorded Wednesday night at 8 p.m. ET in a 12-team head-to-head categories format. This was a full-length, 23-round mock that ran close to 90 minutes and featured a room of experienced fantasy managers from across the fantasy baseball landscape. The draft included Scott White of CBS Sports alongside Sean Martin and Mike Nelson from Fantasy Baseball Now, George Kurtz of SportsGrid, Nick Fox of NBC Sports, B_Don of Razzball, Jeremy Heist of Fantistics Fantasy, Chris Mitchell of FantasyData, Anthony Kates of SportsEthos, and TGFBI participant Marty Tallman. The room approached the draft deliberately, reacting to positional runs, managing time, and adjusting strategy as the board developed. Rather than recapping the draft pick by pick, Steve and Devin center the discussion on decision-making and draft structure. They examine how early pitching selections involving arms such as Tarik Skubal, Paul Skenes, and Garrett Crochet influenced roster construction, and how elite hitters like Aaron Judge and Shohei Ohtani shaped category planning and lineup balance. The episode breaks down how head-to-head categories formats create specific constraints, particularly with pitching minimums and weekly matchups. The conversation focuses on how managers weighed stability versus upside, managed category needs as the draft progressed, and used roster flexibility to respond to changes in the room. This episode is intended as a look at process rather than results, highlighting how experienced fantasy players interpret draft flow, adjust priorities, and make decisions in real time. For listeners preparing for competitive fantasy baseball drafts or looking to refine how they approach roster construction, this episode provides practical context without relying on full draft recaps. ⚾️ A blueprint for how drafts actually unfold.

Confetti moments aren’t frivolous—they’re proof your plan and your purpose align. Jackie Campbell dives into intentional living: celebrating milestones, matching math to emotion, and using a 360° roadmap to balance income, risk, taxes, health care, and legacy. Learn why some savers struggle to spend and which boundaries—time, money, relationships—keep your “best year ever” on track. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.

In this Brand Highlight, Ivan Milenkovic, Vice President, Cyber Risk Technology at Qualys, joins host Sean Martin to discuss how security leaders can break free from the whack-a-mole cycle of vulnerability management.With more than 48,000 vulnerabilities disclosed in 2025 alone and the average enterprise juggling 76 different security consoles, Milenkovic argues that the old methods of counting patches and chasing alerts are no longer sustainable. Instead, Qualys helps organizations prioritize threats based on business context through what the company calls TruRisk.Milenkovic describes a fundamental shift he sees taking place in boardroom conversations: moving from risk appetite to risk tolerance. Boards and executives now want to know what specific losses mean to the business rather than simply asking whether the organization is secure.For CISOs, this means evolving from the department of "No" to the department of "Know," where security leaders understand where problems exist, how to fix them, and what architecture supports business objectives. The key is demonstrating return on investment through resilience metrics rather than vulnerability counts.Qualys addresses this challenge through its Enterprise TruRisk Management platform, which facilitates what Milenkovic calls the Risk Operations Center. Unlike a traditional SOC that focuses on incidents that have already occurred, the ROC takes a proactive stance, helping organizations prevent threats and optimize security spending before damage occurs.This is a Brand Highlight. A Brand Highlight is a ~5 minute introductory conversation designed to put a spotlight on the guest and their company. Learn more: https://www.studioc60.com/creation#highlightGUESTIvan Milenkovic, Vice President, Cyber Risk Technology, QualysOn LinkedIn | https://www.linkedin.com/in/ivanmilenkovic/RESOURCESLearn more about Qualys | https://www.qualys.comAre you interested in telling your story?▶︎ Full Length Brand Story: https://www.studioc60.com/content-creation#full▶︎ Brand Spotlight Story: https://www.studioc60.com/content-creation#spotlight▶︎ Brand Highlight Story: https://www.studioc60.com/content-creation#highlightKEYWORDSIvan Milenkovic, Qualys, Sean Martin, brand story, brand marketing, marketing podcast, brand highlight, Enterprise TruRisk Management, Risk Operations Center, ROC, vulnerability management, CISO, cyber risk, risk tolerance, security leadership, proactive security Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The FINRA Investor Education Foundation's National Financial Capability Study is an expansive source of data and insights about the financial lives of U.S. adults. Conducted every three years, this wide-ranging research effort includes the Investor Survey, an in-depth exploration of the attitudes, behaviors, knowledge and experiences of retail investors across the country.In December, the FINRA Foundation published the latest iteration of the survey, titled "Investors in the United States: Results from the FINRA Foundation's National Financial Capability Study." Drawing on responses from nearly 3,000 respondents in the U.S. with non-retirement investment accounts, the latest edition builds on previous Investor Survey reports, conducted every three years since 2015.On this episode of FINRA Unscripted, FINRA Foundation President Gerri Walsh, the Foundation's Research Director Gary Mottola, and Senior Researcher Olivia Valdes discuss the study's wide-ranging findings and implications.Resources mentioned in this episode:The National Financial Capability Study (NFCS)Investors in the United States A Report of the National Financial Capability StudyState-by-State NFCSInvesting Knowledge QuizEp. 176: National Financial Capability Study: Key Trends and InsightsYou Know More Than You Think: Unrealized Knowledge in “Don't Know” Responses to Financial Knowledge Questions2026 FINRA Annual Regulatory Oversight ReportBrokerCheckSocial Media Key Topics Page Find us: LinkedIn / X / YouTube / Facebook / Instagram / E-mailSubscribe to our show on Apple Podcasts, Google Play and by RSS.

Is your financial thermostat set to the right temperature for retirement? This episode dives into how couples often differ on risk tolerance—and why identifying both your emotional comfort and financial capacity for risk is essential before leaving the workforce. Abe Abich explains how to strike the right balance between growth and preservation, avoid overexposure, and adjust your strategy as life and markets change. Learn why risk isn’t static, why regular check‑ins matter, and how a well‑tuned plan can support a confident, long‑lasting retirement. Schedule your complimentary appointment today: TheRetirementKey.com Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

When the market takes a “Wile E. Coyote” leap, will your retirement plan stay standing? In this episode, Kevin Madden breaks down why understanding your true risk tolerance matters more than chasing returns and explore how mismatched risk, hidden overlap in portfolios, and market volatility can derail long‑term plans — and how smarter defense, steady offense, and guaranteed income strategies can help protect what you’ve built. Learn how to align your portfolio with your comfort level and avoid common pitfalls that sabotage retirees. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.

What if the real differentiator between thriving franchise brands and struggling ones comes down to two simple traits: humility and hunger?In this episode, Adam Contos, a high-performance leadership expert, former CEO of RE/MAX, and a leading voice in the franchise industry joins us for a conversation that cuts through the noise and gets to the heart of what truly drives franchise success. From his early days in the Marine Corps reserves and law enforcement to leading one of the most recognized franchise brands in the world, Adam brings the kind of clarity leaders desperately need right now.Adam breaks down why risk-taking is non-negotiable, how leaders unknowingly sabotage progress, and why decision-making, not perfection, is the real engine of growth. He also shares what most franchisors get wrong when communicating with their networks, how to build A-player teams, and why visibility isn't optional if you want your franchisees to trust you. This is leadership without fluff: direct, grounded, and immediately applicable.Whether you're scaling an emerging brand, rebuilding systems, or trying to develop stronger leaders inside your organization, this episode gives you a clear look at the habits, decisions, and mindset shifts that actually move a franchise system forward. You'll walk away with a sharper mindset, clearer priorities, and a better understanding of what leadership actually requires.Connect with Adam:Website: https://www.adamcontos.com/Franchise Membership Community: https://yourfranchisegroup.com/Episode Highlights:Why risk tolerance separates winning brands from stagnant onesThe biggest leadership blind spots founders don't see comingAdam's simple 3–2–1 decision-making frameworkWhat “founder syndrome” looks like inside a franchise systemHow visibility builds trust at scaleWhy tech adoption is always a challenge and what to do about itThe real job of a franchisor (according to Adam)When and how to upgrade talent without guiltWhy humility accelerates leadership growthHow to develop leaders who can replace youConnect with Tracy Personal LinkedIn: https://www.linkedin.com/in/tracy-panase/ JBF LinkedIn - https://www.linkedin.com/company/jbfsale JBF Franchise System - https://jbfsalefranchise.com/ Email: podcast@jbfsale.com Connect with Shannon Personal LinkedIn - https://www.linkedin.com/in/shannonwilburn/ JBF LinkedIn - https://www.linkedin.com/company/jbfsale Website - https://shineexecutivecoaching.com/ Email - shannon@shineexecutivecoaching.com

Send us a textBrave work is messy work. It's an invitation into the dōjō – to be humbled, to get vulnerable, and leave behind what you thought you knew.Life-long learner, executive coach, culture consultant and facilitator, Dr. Dauv Evans joins me this week to journey beyond safety into the brave space arena. Together, we explore what it takes to build these spaces: the intentionality, the rules of engagement, and the assumptions we must leave at the door to have courageous conversations.From power imbalances, to conversations on race, Dauv shares his work in helping people to grow together and exist outside of their comfort zone, with generosity and passion. A rich, practical conversation about how leaders can show up with humility when it's needed most.Find out about:What braves spaces are – and why people must be invited into themHow constructive discomfort can facilitate deeper connection, meaningful learning, and cultural change within organisationsWhy leaders must navigate people's varying levels of risk tolerance with careHow to use power positively to facilitate a brave conversation for the betterDon't miss the next episode: subscribe to the show with your favourite podcast player.Links:Watch the video recording of this episode on YouTube.Connect to Dauv Evans:Brave Space Leadership Cohort Interest FormWebsiteLinkedInSupport the show✨✨✨You can now find the podcast on Substack, where your host Dr. Myriam Hadnes is building a club for you to find fellow listeners and peers: https://myriamhadnes.substack.com/

What if the money you worked decades to earn ends up sitting still when it should be fueling your future? In this episode, Frank and Frankie Guida unpack why so many retirees leave rollover funds idle, how fear and complexity lead to costly inaction, and what thoughtful allocation can do for long‑term stability. They explore real scenarios, risk‑tolerance planning, and strategies that help align investments with personal comfort levels. A clear look at making your retirement money more purposeful—without unnecessary complication. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.

Most advisors start with one question: “What's your risk tolerance?”In retirement, that question might steer you in the wrong direction.In today's episode, Ari breaks down why traditional risk questionnaires fail, and the better framework that actually protects your lifestyle, your confidence, and the income you need to live well in retirement. You'll hear the story of a couple who rated their risk tolerance completely differently… and then changed their answers the moment markets dropped. That moment revealed the real problem: risk tolerance isn't stable, and it doesn't tell you what you truly need to know.Instead, Ari walks through a practical, back-of-the-napkin method for building a portfolio that fits your actual life, not a textbook. From identifying how much income you really need… to understanding how many years of “war chest” money can help you ride out downturns… to adjusting your allocation as your lifestyle shifts from go-go years to slower seasons. If you've ever wondered whether your portfolio is too risky, too conservative, or simply too cookie-cutter, this episode will give you the clarity you've been missing.In this episode:• Why risk tolerance changes with the market — and why that's a problem.• The question to ask instead of “What's your risk tolerance?”• How to determine the right mix of equities, bonds, and cash for your lifestyle.• Why retirement is a different game — and why singles, doubles, and consistency beat home runs.• A simple framework to help you optimize without overthinking.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Tim & Tim discuss whether to pay off your mortgage early or invest, breaking down math, mindset, and goals for 2025's financial landscape. This episode is brought to you by First Horizon. Episode Summary In this episode of the YFP podcast, co-hosts Tim Ulbrich, PharmD, and Tim Baker, CFP®, RICP®, RLP® revisit the frequently asked question: 'Should I pay off my mortgage early or invest the difference?' They discuss how the changing financial landscape, including rising interest rates, market volatility, and inflation, impacts this decision in 2025. They explore the math, emotional factors, and personal financial goals to provide a balanced approach. What you'll learn in this episode: How to evaluate whether paying off your mortgage early or investing the difference makes more sense in today's higher-rate environment. Why the math (interest rates, investment returns, tax impact) and the emotion (stress, freedom, flexibility) both matter when making this decision. How shifts in interest rates, inflation, and cash flow pressures since 2018 change the calculus for pharmacists in 2025. The role of discipline and behavior—why "investing the difference" only works if you actually do it. How a financial planner helps balance data and emotion to build a plan that aligns with your goals, values, and risk tolerance. Mentioned on the Show Your Financial Pharmacist Book a Free Discovery Call with YFP YFP Episode 49 "Should I Pay Off My House Early of Invest?" YFP Episode 68 "Pros/Cons of the Dave Ramsey 7 Baby Steps" YFP Episode 427: "Passive vs Active Investing: Is the Debate Over" YFP Episode 274: "Risk Tolerance vs Risk Capacity (Retirement Planning)"  

Most investors have filled out a risk tolerance questionnaire—but does it really measure how you'll behave when markets crash? Richard Rosso & Jonathan McCarty break down why traditional risk tolerance tools fail to predict investor behavior, how emotions override risk profiles, and why time horizons, liquidity needs, and cash flow matter far more than a few survey questions. 0:19 - Halloween Prelude - Baby's First Halloween 2:31 - Risk Tolerance Tests - The Ugly Truth 6:00 - How Rich & Jonathan Scored 7:12 - The Spousal Tolerance Quiz 11:08 - Looking at Risk Tolerances in Couples 17:48 - What's Your Judgement Orientation? 21:52 - Responding to Market Moves - Mapped Portfolios 24:26 - What Happens When Powell is Out at the Fed 28:53 - Risk Tolerance Quizzes Do Not Reflect Reality When Markets Turn 30:30 - When Rich was 13 - Owning McDonald's 35:28 - EBT, Food Stamps, & Fast Food Comparisons 36:55 - Taking the Risk Quiz at 20 vs 50 39:08 - Investing Over-Confidence vs Balance 40:50 - The Millionaire Next Door I & II 43:34 - AI Impacty on Market History Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP Senior Investment Advisor, Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=ZUIhiCubDgw&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=1 ------- The latest installment of our new feature, Before the Bell, "Bullish Momentum Builds," is here: https://www.youtube.com/watch?v=quAIX8PhNZw&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our Previous Show, "The Most Dangerous Era in History," is here: https://www.youtube.com/watch?v=qxX1Xw_bQP4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #FinancialPlanning #RiskManagement #InvestorBehavior #WealthStrategy #RIAAdvisors

In today's episode, I sit down with Van Carlson, founder and CEO of SRA, to talk about what it really means to engineer wealth. Van's company helps entrepreneurs protect what they've built through strategic risk management, turning potential setbacks into opportunities. We discuss how understanding timing, risk tolerance, and the architecture of wealth can help business owners position their dollars more effectively, especially in times of uncertainty. Van also shares how faith, family, and perspective shape his success—and why facing life's storms head-on is often the smartest move a leader can make.

In Episode 170 of The Best Coach Ever podcast, Lynette is back after an unintentional October break — fresh from hosting her six-figure Clients, Cash, and Confidence Challenge, and gearing up to speak at a mastermind retreat in Orlando.This week, we're diving into a question that so many coaches ask: Why do some people blow up online and hit 15K months in six months, while others are still scraping by after two years? Lynette breaks down the surprising (and deeply human) reasons why results come faster for some — and how to shift your mindset, your message, and your habits to finally see consistent success. This episode is a must-listen for anyone who's been wondering, “Why not me yet?”If you love this episode, don't forget to leave a 5-star rating and a quick review. It's the best way to support the show and help us keep bringing you honest, real talk about what it actually takes to grow online.In this episode, we cover:1) Life Updates & Setting the Stage [0:00 – 3:12]-Lynette shares what's been happening behind the scenes: her challenge, launch, and upcoming speaking event.-The question that inspired today's episode: Why do some coaches skyrocket while others crawl?2) Strategy Isn't Everything [3:13 – 6:55]-Why following the “right” plan isn't a guarantee of fast results.-The 70/30 rule: how execution and understanding matter more than perfect tactics.3) The Power of Clarity [6:56 – 10:42]-How clear messaging and a simple, tangible offer shorten your sales cycle.-Real-world examples of complex vs. straightforward offers — and why “clear sells faster than clever.”4) Speed of Implementation [10:43 – 13:58]-Why most people only implement 70% of what their coach tells them.-How comprehension, not just action, determines how well and how quickly results show up.5) Season of Life & Capacity [13:59 – 16:55]-How time, energy, and personal responsibilities impact your pace of growth.-Why comparing your journey to someone with more time or support is setting yourself up for frustration.6) Emotional Regulation & Risk Tolerance [16:56 – 21:28]-How resilience, rejection tolerance, and nervous system regulation determine momentum.-The unseen difference between those who bounce back in hours vs. those who spiral for weeks.7) Faith, Belief & Taking the Leap [21:29 – End]-Why belief in yourself and willingness to act despite fear are the ultimate accelerators.-Courage as “fear in motion” — and how taking bigger leaps signals readiness for bigger results.

God's Debris: The Complete Works, Amazon https://tinyurl.com/GodsDebrisCompleteWorksFind my "extra" content on Locals: https://ScottAdams.Locals.comContent:Politics, Charlie Kirk, Van Jones, Governor Pritzker, Elizabeth Warren, Matthew Dowd, Republicans Hunted, President Obama, Stephen Miller, Terry Wilson BLM, TMZ Cheer, Hypnotized democrat Celebrations, Mike Cernovich, Reid Hoffman, Risk Tolerance, democrat Leadership, Elon Musk, Matt Von Swol, President Trump, Code Pink Protesters, PM Netanyahu, Risk Management, Recency Bias, Palmer Luckey, Ryan Routh Trial, Scott Adams~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~If you would like to enjoy this same content plus bonus content from Scott Adams, including micro-lessons on lots of useful topics to build your talent stack, please see scottadams.locals.com for full access to that secret treasure.