Podcasts about rwm

What happens when the advisor becomes the client—and the stakes are life or death?In this powerful live episode recorded at the Customplan Spring PD Day in Calgary, we sit down with Stephanie Stewart, CFP, CLU, CIM, CEA, DMS, FCSI, RWM, TEP—founder of Affluence Partners Inc. Stephanie shares her deeply personal journey navigating her husband's life-threatening illness, a rare genetic disorder, and the financial planning that helped her family survive a medical crisis.From leveraging a Term 10 to Term 20 exchange during a moment of uncertainty, to becoming her “first best customer,” Stephanie exemplifies what it means to lead with heart, knowledge, and purpose.Whether you're advising professionals or business owners, this episode is a masterclass in why every insurance conversation matters—and how being prepared can be a gift of life.

The tariff saga continues – we got the The TACO trade and the courts now. The Big Beautiful Bill – in jeopardy. May was a jolly good month – equities ripped higher. Guest: Barry Ritholtz, Ritholtz Wealth Management, Host - Masters In Business and Author.  NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Barry L. Ritholtz is the co-founder, chairman, and chief investment officer of Ritholtz Wealth Management LLC. Launched in 2013, RWM is one of the country's fastest-growing financial planning and asset management firms. Named ETF Investor of the Year and one of the Financial Times' top 300 firms, RWM manages over $5 billion for 3,900 families. Called the “blogfather” for creating The Big Picture, one of the first market weblogs, the site covers everything related to investing. Since its launch in in the very early 2000's, its mix of behavioral finance and data analysis has attracted nearly 300 million visitors. Barry is also the creator and host of Masters in Business, the longest-running and most popular podcast on Bloomberg Radio. His book, Bailout Nation, was named one of the Best Business Books of the Year, selected as the Investment Book of the Year, and awarded a First Amendment Award for Outstanding Journalism. How Not To Invest - The ideas, numbers, and behaviors that destroy wealth - and how to avoid them   Check this out and find out more at: http://www.interactivebrokers.com/ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click HERE for the virtual tour. Stocks Mentioned in the Episode: (SPY), (AMZN), (CHWY) Follow @andrewhorowitz

In this episode of Money Tales, our guest is Barry Ritholtz. From his early days navigating chaos on a trading desk to building a $5 billion advisory firm, Barry shares why investing is simple, but not easy—and how mastering your emotions may matter more than mastering the market. These are the lessons Barry covers in his most recent book How Not To Invest: The ideas, numbers, and behaviors that destroy wealth - and how to avoid them. Barry is the co-founder, chairman, and chief investment officer of Ritholtz Wealth Management LLC. Launched in 2013, RWM is one of the country's fastest-growing financial planning and asset management firms. Named ETF Investor of the Year and one of the Financial Times' top 300 firms, RWM manages over $5 billion for 3,900 families. Called the “blogfather” for creating The Big Picture, one of the first market weblogs, the site covers everything related to investing. Since its launch in 2003, its mix of behavioral finance and data analysis has attracted 275 million visitors. Barry is also the creator and host of Masters in Business, the longest-running and most popular podcast on Bloomberg Radio. His book, Bailout Nation, was named one of the Best Business Books of the Year, selected as the Investment Book of the Year, and awarded a First Amendment Award for Outstanding Journalism. He lives on the north shore of Long Island with his wife, Wendy, and their spoiled dogs, Teddy and Kody.

Un grande ospite per l'appuntamento #200 di The Bull: Ben Carlson, Director of Institutional Asset Management presso RWM e una delle voci più note e autorevoli nel panorama della finanza personale negli Stati Uniti. Con Ben abbiamo parlato del buon senso alla base dell'investimento, di diversificazione, di fattori, del senso ultimo del denaro e altro ancora. =============================================== Investi con Fineco, 60 trade gratis nei primi tre mesi con il codice TRD060-TB Investi con Scalable in azioni e ETF a prezzi imbattibili. Naviga in totale sicurezza con NordVPN. Turtleneck: l'Assicurazione sulla Vita semplice e conveniente Migliaia di audiolibri riassunti in 15 minuti con 4Books. I link sono sponsorizzati e l'Autore potrebbe percepire una commissione. =============================================== ATTENZIONE: I contenuti di questo canale hanno esclusivamente finalità di informare e intrattenere. Le informazioni fornite sul canale hanno valore indicativo e non sono complete circa le caratteristiche dei prodotti menzionati. Chiunque ne faccia uso per fini diversi da quelli puramente informativi cui sono destinati, se ne assume la piena responsabilità. Tutti i riferimenti a singoli strumenti finanziari non devono essere intesi come attività di consulenza in materia di investimenti, né come invito all'acquisto dei prodotti o servizi menzionati. Investire comporta il rischio di perdere il proprio capitale. Investi solo se sei consapevole dei rischi che stai correndo. Learn more about your ad choices. Visit megaphone.fm/adchoices

A great guest for episode #200 of The Bull: Ben Carlson, Director of Institutional Asset Management at RWM and one of the most well-known and respected voices in personal finance in the United States. With Ben, we discussed the common-sense principles of investing, diversification, factors, the ultimate purpose of money, and much more. =============================================== Investi con Fineco, 60 trade gratis nei primi tre mesi con il codice TRD060-TB Investi con Scalable in azioni e ETF a prezzi imbattibili. Naviga in totale sicurezza con NordVPN. Turtleneck: l'Assicurazione sulla Vita semplice e conveniente Migliaia di audiolibri riassunti in 15 minuti con 4Books. I link sono sponsorizzati e l'Autore potrebbe percepire una commissione. =============================================== ATTENZIONE: I contenuti di questo canale hanno esclusivamente finalità di informare e intrattenere. Le informazioni fornite sul canale hanno valore indicativo e non sono complete circa le caratteristiche dei prodotti menzionati. Chiunque ne faccia uso per fini diversi da quelli puramente informativi cui sono destinati, se ne assume la piena responsabilità. Tutti i riferimenti a singoli strumenti finanziari non devono essere intesi come attività di consulenza in materia di investimenti, né come invito all'acquisto dei prodotti o servizi menzionati. Investire comporta il rischio di perdere il proprio capitale. Investi solo se sei consapevole dei rischi che stai correndo. Learn more about your ad choices. Visit megaphone.fm/adchoices

Stand Up is a daily podcast that I book,host,edit, post and promote new episodes with brilliant guests every day. Please subscribe now for as little as 5$ and gain access to a community of over 700 awesome, curious, kind, funny, brilliant, generous souls Check out StandUpwithPete.com to learn more GET TICKETS TO PODJAM II In Vegas March 27-30 Barry L. Ritholtz is co-founder, chairman, and chief investment officer of Ritholtz Wealth Management LLC. Launched in 2013, RWM is a financial planning and asset management firm, with over $5 billion dollars in assets under management. RWM was named ETF Advisor of the Year, is on the Financial Times Top 300 Advisors in the US, and is the 4th fastest-growing RIA in America. His career history is filled with cutting-edge innovation and new ideas: He was one of the earliest traders to embrace behavioral economics, he created one of the first and most popular market blogs; his podcast was groundbreaking and among the earliest in the investment spaces. Named one of the “15 Most Important Economic Journalists” in the United States, he has been called one of the 25 Most Dangerous People in Financial Media. He writes a weekly column for Bloomberg Opinion (2013- 2021) and wrote a twice-monthly column on Personal Finance and Investing for The Washington Post (2011-2016). His latest book, “How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them” will be published on March 18, 2025.   Join us Monday's and Thursday's at 8EST for our Bi-Weekly Happy Hour Hangout!  Pete on Blue Sky Pete on Threads Pete on Tik Tok Pete on YouTube  Pete on Twitter Pete On Instagram Pete Personal FB page Stand Up with Pete FB page All things Jon Carroll  Follow and Support Pete Coe Buy Ava's Art  Hire DJ Monzyk to build your website or help you with Marketing  

On episode 145 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Callie Cox, Chief Market Strategist at RWM and author of OptimistiCallie to discuss when diversification goes too far, timing the housing market, overcoming financial mistakes, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Public for sponsoring this episode! Visit https://public.com/atc to lock in a 6% or higher yield with a Bond Account. The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt 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

Welcome back to the Alt Goes Mainstream podcast.On today's show, we turned the tables. We welcomed famed podcast co-host of Animal Spirits and The Compound and Friends and writer at The Irrelevant Investor, and Managing Partner and Director of Research at $4B AUM Ritholtz Wealth Management Michael Batnick to come on the show to share a wealth manager's perspective on private markets.Michael's career has taken a number of fascinating turns. He started selling insurance, before a chance meeting on the platform of the subway station with Josh Brown of Ritholtz Wealth Management after a New York Knicks loss led to a job offer to work with Josh at RWM. At Ritholtz, Michael has been an integral part of the team that has helped to drive the firm's growth, leading with content and education. Each of the firm's Partners have built impressive content platforms across blogs, books, and podcasts. Their thoughtful approaches to investing come through in their work — and it's translated to how they think about private markets. Michael provided interesting viewpoints on why alternatives have yet to be adopted by many advisors and the challenges with adopting alternatives products.Michael and I had a fascinating discussion at the intersection of wealth and alts. Michael and I covered:His journey into wealth management and the lessons he has learned along the way.The importance of education and networking in the wealth management industry.How he thinks about risk in public and private markets.The evolution of wealth management as a business.Why alternatives products are still sold and not bought.The importance of staying focused on fundamentals and long-term investing.The workflow challenges that alternative investments have for a wealth management firm.How and why content can develop views, educate, and build brand in wealth management and private markets.Thanks Michael for coming on the show to share your thoughts and wisdom on investing.Show Notes02:03 Introduction to Alt Goes Mainstream 02:43 Guest Introduction: Michael Batnick 03:00 Michael's Early Career and Challenges 07:26 Meeting Josh Brown and Career Breakthrough 08:35 Lessons from the Insurance World 09:20 Creating Content and Building a Brand 10:58 Investing Philosophy and Market Insights 14:27 Young Investors and Market Psychology 19:13 Public vs. Private Markets 29:25 Advisors and Private Investments 34:21 Customization and Differentiation in Private Markets 34:50 Challenges in Pitching Investments to Clients 35:09 Operational Hurdles in Alternative Investments 35:34 The Role of Relationship Managers 36:16 Building and Managing Alts Portfolios 43:04 Market Dynamics and Investment Strategies 53:43 Content Creation in Wealth Management 58:53 The Future of Wealth Management with AI 01:01:46 Quick Fire Round: Market Predictions and Insights 01:05:19 Conclusion and Final ThoughtsA word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency. To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products. Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.

Welcome to the final stop on this incredible journey.... The REALWITH Method: Pit Stop #8Wow, has it been a ride! This journey has been an amazing way for us to personally get back on track, and be reminded of the tools, routines, & rituals that keep us at our healthiest both physically and emotionally. We hope it's done the same for you!This week we are tying it all up with a Q&A where we hear from YOU, our listeners. We talk about intuitive eating, what it really means to have an 80/20 lifestyle, and more!If you haven't been following along these past 8 weeks, that's ok! Our "What you need to know" episode will be a good starting point for you before beginning this episode. We want you to have alllll the goods to make this journey powerful.We are so grateful and overjoyed with love as we continue to hear about the impact RWM has had on you. You are our WHY!Of course, if you have not already grabbed your weekly edition of the free RWM Alignment Guidebook, it is available on our website here. This is where all of our tools, tips & action steps will be, to help deepen this experience and put it into practice.Stay connected with Emma here.Connect with Elizabeth here.Follow along our podcasting journey here.SUPPORT THE SHOW!If you could donate a minute of your time to subscribe, rate & review on Apple Podcast or even share your favorite episodes to your stories (make sure to tag us so we can connect!) we would be so grateful.Sending so so much love...Xx

Can you believe we made it to Pit Stop #7?!If you're just now tuning in to this transformative program - welcome to The REALWITH Method!The past 6 weeks have set the stage for a beautiful conversation around relationships - a conversation that transcends the boundaries of what makes a typical “relationship”.This week we are breaking down the broad spectrum of relationships that create the life you live each day - diving MUCH deeper than just your relationships with the people in your life…You may be surprised to discover which relationships need some of your attention after this week.If you missed our "What you need to know" episode, make sure to tune in there before beginning this episode, so that you have everything you need to make this this journey truly powerful.As always, our hearts are bursting with love as we continue to hear about the wins that so many of you are experiencing as the RWM unfolds, and we hope this will only continue as we finish off our final weeks of the program.Of course, if you have not already grabbed your weekly edition of the free RWM Alignment Guidebook, it is available on our website here. This is where all of our tools, tips & action steps will be, to help you deepen this experience and put it into practice!Stay connected with Emma here.Connect with Elizabeth here.Follow along our podcasting journey here.SUPPORT THE SHOW!If you could donate a minute of your time to subscribe, rate & review on Apple Podcast or even share your favorite episodes to your stories (make sure to tag us so we can connect!) we would be so grateful.Sending so so much love…Xx

Welcome back to The REALWITH Method: pit stop #3This week we are going to explore one of the most important topics of this experience... Self Worth.If you haven't already, we recommend listening to the "What you need to know" episode before diving into Weeks 1-3!We are SO happy you are here, embarking on this journey with us.Want to deepen your RWM experience?Grab your free RWM Alignment Guide here.Stay connected with Emma here.Connect with Elizabeth here.Follow along our podcasting journey here.SUPPORT THE SHOW!If you could donate a minute of your time to subscribe, rate & review on Apple Podcast or even share your favorite episodes to your stories (make sure to tag us so we can connect!) we would be so grateful.Love to love you!Xx

Welcome back to The REALWITH Method: pit stop #2 on our path takes us deep into The Power of Thought.If you haven't already, we recommend listening to the "What you need to know" episode before diving into The RWM week's one & two.Last week created a powerful foundation for us - one built with love & with intention. & now it is time to dive into the wisdom, the knowledge & the Methods that can change your life in just 8 short weeks!We are SO happy you are here, embarking on this journey with us.Want to deepen your RWM experience?Grab your free RWM Alignment Guide here.Apply to The RWM Intimate Group Program here.Enroll in the RWM Community Coaching here.Stay connected with Emma here.Connect with Elizabeth here.Follow along our podcasting journey here.SUPPORT THE SHOW!If you could donate a minute of your time to subscribe, rate & review on Apple Podcast or even share your favorite episodes to your stories (make sure to tag us so we can connect!) we would be so grateful.Love to love you!Xx

The time has finally come! Our newest program & community experience is here & ready to change your fcking life. & no we don't intend to be dramatic, we are serious - this 8 week journey is here to be your roadmap to your best, most authentic, most vibrant self.But before you dive into The REALWITH Method Week One, we encourage you to tune into this episode so you can get the full picture of what The RWM is, why it is here & what YOU can do to make the most of this opportunity.Stay connected with Emma here.Connect with Elizabeth here.Follow along our podcasting journey here.SUPPORT THE SHOW!If you could donate a minute of your time to subscribe, rate & review on Apple Podcast or even share your favorite episodes to your stories (make sure to tag us so we can connect!) we would be so grateful.Love to love you!Xx

Welcome to The REALWITH Method. We are SO happy you are here, beginning this journey with us.If you haven't already, we recommend listening to the "What you need to know" episode before diving into week one.This week we begin our journey with a powerful intention setting practice, getting clear on WHY we are committing to this program & declaring that we are in fact, worth the work. Want to deepen your RWM experience? Grab your free RWM Alignment Guide here.Apply to The RWM Intimate Group Program here.Enroll in the RWM Community Coaching here.Stay connected with Emma here.Connect with Elizabeth here.Follow along our podcasting journey here.SUPPORT THE SHOW!If you could donate a minute of your time to subscribe, rate & review on Apple Podcast or even share your favorite episodes to your stories (make sure to tag us so we can connect!) we would be so grateful.Love to love you!Xx

The BRAND-NEW thing God is doing isn't new to Him but it's new to us.

God is about to save some peoples lives that will shock family, friends, and coworkers – this is part of the MOVE of God.

On episode 92 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Nick Sapienza, an RWM advisor and CFP to discuss buying a house with 7% rates, selling assets to pay debt, utilizing home equity to buy stocks, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Birddogs for sponsoring this episode! Visit: https://birddogs.com/ATC or enter promo code ATC for a free white-tech dad hat with every purchase!

On episode 325 of Animal Spirits, Michael Batnick and Ben Carlson are live at Future Proof! Duncan spills a Miami Vice and we discuss: what we actually do at RWM, if Apple is the next IBM, Canadian real estate, issues at ESPN, traveling to California, and much more! Today's episode is sponsored by our friends at YCharts! Start your free trial and get 20% off your first subscription at: https://go.ycharts.com/animal-spirits-referral. 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 animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.   Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com   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. Wealthcast Media, 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

For this important and eye-opening conversation Cedric sits down with Dr. Robert Malone MD to discuss fifth generation warfare, MRNA technology, decentralization, fiat, bitcoin, shedding our innocence, propaganda and censorship in the garden of good and evil. "We've all been subjected to over the last three years the most concerted, organized, globally harmonized, military grade psychological operations, propaganda campaign & pre-planned 5th generation warfare in the history of the world." Dr Robert Malone got his medical degree from the Northwestern Feinberg School of Medicine, completed the Harvard Medical School fellowship as a global clinical research scholar, and was scientifically trained at the University of California at Davis, the University of California at San Diego, and at the Salk Institute Molecular Biology and Virology laboratories. He served as an assistant and associate professor of pathology and surgery at the University of California at Davis, the University of Maryland, and the Armed Forces University of the Health Sciences. Dr Malone has approximately 100 scientific publications with over 12,000 citations of his work, as well as being an internationally recognized scientist/physician and the original inventor of mRNA vaccination as a technology, DNA vaccination, and multiple non-viral DNA and RNA/mRNA platform delivery technologies. Dr Malone holds numerous fundamental domestic and foreign patents in the fields of gene delivery, delivery formulations, and vaccines: including for fundamental DNA and RNA/mRNA vaccine technologies. Dr Malone also has a new book out called Lies My Government Told Me & The Better Future Coming. This podcast is brought to you by River Financial. Get $20 free when you sign up for River and purchase Bitcoin, and up to $10,000 free when you purchase miners. Build your Bitcoin wealth at River today at: partner.river.com/matrix Coinkite is a leader in security and hardware manufacturer, est. block 141,000. Maker of some of the most iconic Bitcoin products, such as OPENDIME, COLDCARD, BLOCKCLOCK, SATSCARD, TAPSIGNER and SATSCHIP. For 5% off use this referral link: https://store.coinkite.com/promo/B81AD35FE804254094F9 Recently, I decided to partner with crowd health to help fix the healthcare system. You're challenging the traditional status quo, then why are you still paying expensive insurance premiums? Experience the freedom and affordability of cash payments and community-funded healthcare with CrowdHealth. Go to joincrowdhealth.com and use code MATRIX now and experience freedom from health insurance by utilizing Bitcoin. For 10% off your tickets to Bitcoin Day Naples use the code "Matrix" at https://bitcoinday.io/naples23 Bitcoin 2023 will be back in Miami Beach one more time! Education, celebration and hyperbitcoinization will once again be on the agenda. Join us May 18-20, 2023. Use the code MATRIX for 15% off your tickets at b.tc/conference/ Make sure to search for Bitcoin Matrix in your podcast app and click subscribe! And if you have the time please leave a review wherever you listen. Stream the Bitcoin Matrix podcast on the Fountain app for sats here: https://fountain.fm/show/8jJhCIKzojSARTePnCxM Subscribe to the Bitcoin Matrix on YouTube at tinyurl.com/bitcoinonyoutube Follow Robert W Malone, MD on Twitter: @RWMaloneMD Check out his substack here: http://rwmalonemd.substack.com Follow Cedric Youngelman on Twitter: @CedYoungelman Follow the Bitcoin Matrix Podcast on Twitter: @_BitcoinMatrix Read More Quick LinksGet Embed PlayerShare on SocialDownload Audio File  

Hello Mama! Welcome to the Rooted Working Mom podcast. We are mothers who work and are rooted in Christ. Today is the final episode of the three-part series:  Bite-Sized Health & Nutrition for the Christian Mom, with special guest and registered dietitian nutritionist Kristen Noriega. Kristen is a food and nutrition expert who helps moms just like us seamlessly fit fun foods, really good nutrition, and movement that lights us up into the cracks of our day. She is the host of the Baby Weight Nutritionist podcast. Be sure you've listened to parts 1 & 2, if not I recommend you go back and listen to them (episodes 59 & 60) and then come back to this one. As a quick recap, we talk about the answers to questions like:  How does a busy mom who has no time even get started?  What does bite-sized nutrition look like?  What is the best way to get the habit to stick?  What kind of foods should she start to include? And MORE! In this episode, we declare the Truth that you are CHOSEN to be a working mom by God and He is SO good and helps us find ways to get your workout in each day. We dive into how you can be flexible, based on your day, and move your body even when you don't have time. Starting small builds momentum and motivation. Let's remove the worldly expectations of a working mom so that you can fulfill what God has called you to do and your purpose in life! Rooted in God's love. Blessings, Cynthia

On episode 51 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM advisor, CFP, and CFA, Blair DuQuesnay to discuss how your asset allocation should change when your net worth grows, real returns for bonds, I-bonds, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!Check out The Compound shop: https://www.idontshop.comInvesting involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Blair DuQuesnay, and Duncan Hill 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 opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:https://ritholtzwealth.com/podcast-youtube-disclosures/Inclusion of advertisements by podcast sponsors 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: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0. Hosted on Acast. See acast.com/privacy for more information.

Featured in the The Bogle Effect, a book chronicling the life and legacy of Vanguard's founder Jack Bogle, Dina and Tony Isola are described as the "husband-and-wife team at Ritholtz Wealth Management (RWM) trying to save schoolteachers from losing hundreds of millions a year in fee-ridden, and arguably predatory, annuity products." In this conversation with Yanely, Dina and Tony share why they are so passionate about serving teachers through their work at RWM. They provide tips of what to look out for in 403(b) plans, how to suss out those hidden fees and how to ensure more of your wealth generated by your investments goes to YOU. Enjoy! 

RWM 7-4/22 --- Support this podcast: https://anchor.fm/racingwire/support

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. Our 91st episode features the family behind RWM Home Loans: Brad Livingston, Susanne Livingston, Kristen Livingston, and Lauren Livingston. Topics of Discussion: 2:57 - How did you get started in the mortgage industry? 8:41 - What can you share about the corporate culture at the company that makes RWM unique? 11:40 - What areas of technology adoption will be the highest priority for your company this year? 14:07 - We are starting the CFPB era under the leadership of Rohit Chopra. What do you think lenders should expect to be his particular areas of focus? 16:59 - Can you share your thoughts on the importance of mentoring and lifting up those rising stars in our organizations? 19:05 - What advice would you give a young mortgage professional just entering this industry? 22:16 - What can you share about why it's important for lenders to support the advocacy work of the California MBA? Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646 To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!

Intro- Jimmy Brown- body to body Outro- Gucci Mane- Shit crazy *We do not own the rights to this music   0:30-8:00- New album's of the week Morray- Street Sermon; Flying Lotus- Yasuke; DJ Khaled- Khaled Khaled; Shelley FKA Dram- Shelley FKA Dram; Lil Eazzy- Rookie of the Year   8:30- 11:30 - New artist of the week (Let me put you on) Chef: The Code - How Does It Feel Kweisi: Jimmy brown- Rwm   11:30-20:18 (young ) Kwe: FRVFRIDAY- Okay Chef: Moonchasers - LVNDVN   (Popular) Kwe: DJ Khaled- Every chance I get Chef: Gucci Mané - Shit Crazy   21:45-44:50 Sports talk- NBA Curry vs Jokic for mvp Tatum 60pt double-double Lebron and AD back Siakam and Lowry 35+ double-double Players upset about play-in tournament style   NFLDraft over, Thoughts? What team raised there grade? Aaron Rodgers want out, GB not allowing it yet Tim Tebow trying out at TE Jaguars

Dr. Yatin Chadha hosts Jean-Pierre Laporte, BA, MA, LLB, RWM, CEO at Integris Pension Management Corp to discuss Individual Pension Plans (IPP)This is an under-discussed topic in personal finance and is highly relevant to all incorporated professionals.The discussion includes:General- overview- eligibility, ideal candidateFunding and Tax Advantages- work around for passive income rules- increased contribution room relative to RRSP- tax deduction for investment management fees- access to additional investment instruments- special payments- terminal funding- income splitting- rolling over the RRSP into IPPLimitations- age- cost- diversification rules

It's the 100TH EPISODE of the Back Pew Podcast, y'all! Join Will and Ethan as they talk about lessons learned not only from podcasting (there's a lot to learn in podcasting), but also from the year-and-a-half that they've been pursuing GOD's will through the production. The Back Pew Podcast is one of a kind, not because of anything fancy but because it allows children of GOD to pursue His knowledge outside of the pulpit. We're so thankful for 100 episodes and are so excited for the next hundred! Be sure to rate, review and share the Back Pew Podcast! Connect with us on Instagram @backpewpod or email us directly backpewpodcast@gmail.com The Back Pew Podcast is a product of Risen Word Ministries. You can learn more about RWM at rsnwrd.com

Will and Ethan welcome Aaron Bradberry onto the Back Pew Podcast for episode 98! Aaron is currently in the US Navy, but had some time to come sit on the Back Pew. Will, Ethan and Aaron met in 2017 on a missions trip to Bangladesh and have been friends ever since. Listen to this episode with open ears and let us know what impacted you! instagram: @backpewpod email: backpewpodcast@gmail.com The Back Pew Podcast is a product of Risen Word Ministries. You can learn more about RWM at rsnwrd.com

On the 97th episode of the Back Pew Podcast, Will and Ethan talk the value of admitting your not doing anything for GOD in and of yourself. We all need to practice humility on the daily. Look up and read along with the scriptures shared on this episode and evaluate yourself. Connect with us and let us know how we can pray for you or believe along with you! Instagram: @backpewpod Email: backpewpodcast@gmail.com The Back Pew Podcast is a product of Risen Word Ministries. You can learn more about RWM at rsnwrd.com

Will and Ethan talk about the Blood of Jesus on the 94th episode of the Back Pew Podcast and how our lives are not our own. We encourage you to find the scriptures shared on this episode on your own and apply them to your life and attitude as you listen. The Back Pew Podcast is a product of Risen Word Ministries. You can learn more about RWM at rsnwrd.com

On the 93rd episode of the Back Pew Podcast, Will and Ethan talk about the value of REMEMBERING things that are worth remembering, whether that's things that gave birth to this great country or things that Jesus Christ did on purpose to redeem us. The Back Pew Podcast is a product of Risen Word Ministries. You can learn more about RWM at rsnwrd.com

On the 92nd episode of the Back Pew Podcast, Will and Ethan discuss the value being what GOD made you to be: a PART of the Body of Christ. Come catch these scriptures fam! The Back Pew Podcast is a product of Risen Word Ministries. You can learn more about RWM at rsnwrd.com

The Back Pew Podcast is a product of Risen Word Ministries. You can learn more about RWM at rsnwrd.com

Last episode, Ethan and Will talked about SEX in using a broad stroke. It may have learned towards single people on part 1 of this episode. On this episode, Ethan invites his wife, Hayley to be a guest and represent Ethan represent the married listeners of the Back Pew! We won't say too much here in the show notes. We will let the the audio from this episode speak for itself. Join the Back Pew this episode for some authentic conversation that isn't often had among believers in public. but we trust you will enjoy this episode since there are definitely a few laughs, a few awkward moments and raw talk taking place guaranteed to keep you engaged! Sex is not something to be ashamed of. God created it. Marriage was designed happen within the trust, intimacy and security of marriage. Thank you for tuning in! Please offer your feedback and rate and review us on Apple Podcast! Share this episode with your friends and family! S U B S C R I B E The Back Pew Podcast is a product of Risen Word Ministries. You can learn more about RWM at rsnwrd.com

The Back Pew Podcast addresses SEX as a topic on the 89th episode! Keep an open mind as you listen to Will and Ethan share different perspectives and Biblical truths about sex as a concept. The big takeaway here is: keep your sex life pure = keep your GOD life pure. The Back Pew Podcast is a product of Risen Word Ministries. You can learn more about RWM at rsnwrd.com

Since we've been talking some pretty foundational stuff regarding Christian life, let's quickly talk about why GOD would send someone to hell. SPOILER ALERT: He doesn't. The Back Pew Podcast is a product of Risen Word Ministries. You can learn more about RWM at rsnwrd.com

Colossians 3:23 has some big wisdom in it and we wanted to share with the Back Pew on the 87th episode. We ought to glorify GOD in everything we do. Also, GOD needs us to shine for Him in everything we do. These things take focus, so grab a hold on this scripture and let it get down inside of you. The Back Pew Podcast is product of Risen Word Ministries. you can learn more about RWM at rsnwrd.com

Will and Ethan talk about how vital it is for believers to be actively staying close to Jesus. Whether it's hard times or time is flying by, make sure you're staying close to Jesus on purpose not just conceptually or in you schedule. Let us know what we said that got you thinking! Connect with us on Facebook and Instagram: @backpewpod The Back Pew Podcast is a product of Risen Word Ministries. You can learn more about RWM at rsnwrd.com

On the 85th episode of the Back Pew Podcast Will and Ethan go over a popular scripture: "Be still and know that I am GOD" Psalm 46:10 and break down ways to apply it and how GOD has used the concept of being present to impact their lives. Is it easy for you to get out of your head and "into your heart", or is it a challenge? Let us know in the comments below or DM us on social media! Facebook and Instagram: @backpewpod The Back Pew Podcast is a product of Risen Word Ministries. You can learn more about RWM at rsnwrd.com

The Back Pew had some technical difficulties this week so we're re-running one of our favorite episodes: GOD is Your Source. Though Covid may not be the top story right now, people are still being directly effected by the shutdown every day. So, this episode and it's central message will not be getting old anytime soon. Enjoy! ----- Connect with us on Facebook and Instagram: @backpewpod Email us: backpewpodcast@gmail.com Make a purchase and support the Pod! The Back Pew Podcast is a product of Risen Word Ministries. You can learn more about RWM at rsnwrd.com

On the 83rd episode of the Back Pew Podcast, Will and Ethan y'all about the Presence of GOD - why we should pursue it, how to cultivate it, their experiences in the presence of GOD.  We had a lot of fun with this one, so check it out and leave a comment below letting us know about your questions or experience being in GOD's presence.  ——— Search @backpewpod on Instagram and Facebook to connect with us! Grab a shirt and support the Pod at https://risenwordministries.com/shop/ The Back Pew Podcast is a product of Risen Word Ministries. You can learn more about RWM at rsnwrd.com

On this episode of the Back Pew Podcast, Will and Ethan share their thoughts on podcasting in general and why each of them enjoy doing it. Connect with us on Facebook and Instagram: @backpewpod Support the Podcast by making a purchase from the Risen Word Store. The Back Pew Podcast is a product of Risen Word Ministries. Learn more about RWM at rsnwrd.com

On this episode of the Back Pew Podcast, Will and Ethan discuss the importance of GOD's Word and how it has effected them as they've given it proper respect. Instead of assuming people know why the Bible is important and valuable, let's point out some foundational truths that will help us all stay focused on it no matter the situation. Let us know what got your thoughts going! Hit us up on social media @backpewpod and tell us why GOD's Word is important to you. Email us anytime for anything: backpewpodcast@gmail.com The Back Pew Podcast is a product of Risen Word Ministries. You can learn more about RWM at rsnwrd.com

There's a lot of laughs on this episode, y'all. Ethan and Will talk about Condemnation and Conviction, with a few funny interruptions! A lot of people get these 2 confused. Will and Ethan shares stories of how their life & walk with God was changed forever when they realized God is not condemning us for not being perfect! They share scripture to show you from the source itself what they are sharing isn't from them or something they came up with! We hope you are able to shed the weight of the judgement you might feel from other people and God. The weight of your guilt is not something you were ever created to carry yourself. That's what Jesus died on the cross for! This Episode on YouTube https://youtu.be/s8Rw08i_krk We hope you enjoy the laughs and the encouragement from this episode. Please rate and review our episode on Apple Podcast, or leave a comment on YouTube and most importantly share this episode with someone you love! Tag us on Social Media @BackPewPod Share our episode in your story and share a takeaway! Thank you for tuning in! Grab a T-Shirt and support the Podcast https://risenwordministries.com/shop/ The Back Pew Podcast is a product of Risen Word Ministries. You can learn more about RWM at rsnwrd.com

Welcome to episode # 78 of the Back Pew. Ethan and Will are your host. What we do here is encourage, entertain and educate you through supplemental christian content using digital channels. This episode, we dive deep into 1 topic and thats HOW TO HAVE A RELATIONSHIP WITH GOD. For many of us in the church of North America, we might glaze over at the idea of this conversation. However, if you didn't grow up “churched” this may very well be exactly what you need.. Many of us know how “simple” it actually is to have relationship with God. Many of us don't though. So if you do know how, perhaps listen to this episode with ears that will help you some day to share with someone who doesn't know how. If you don't know, we made this episode specifically for you! This episode is very foundational to a walk God! Thank you for being here with us today! All our episodes contain a helpful word that if received, will inspire & change your life. We hope this encourages your heart and your circles! ( share it with someone ) We want to hear what stuck out to you from the episode. Connect with us on Social media @BackPewPod on IG & Facebook. Join our NEW FACEBOOK GROUP Send us your prayer requests to backpewpodcast@gmail.com Rep the podcast with a brand new shirt in your favorite color by going to our online store. The Back Pew Podcast is a product of Risen Word Ministries. You can learn more about RWM at rsnwrd.com.

1st of all, this is not the episode where you don't listen all the way through. You are already here so finish what you started okay! lol Welcome to episode # 76 of the Back Pew. Ethan and Will are your host. What we do here is encourage, entertain and educate you through supplemental christian content using digital channels. This episode, we dive deep into 2 topics. 1st- Beliefs. What they are, why we have them and how they help us in life & our walk with God. 2nd - Relationship & Fellowship with God! This episode contains a helpful word that if received, will inspire & change your life today. Thank you for tuning in this week! We hope this encourages your heart and your circles! ( share it with someone ) We want to hear what stuck out to you from the episode. Connect with us on Social media @BackPewPod on IG & Facebook. Join our NEW FACEBOOK GROUP Send us your prayer requests to backpewpodcast@gmail.com Rep the podcast with a brand new shirt in your favorite color by going to our online store. The Back Pew Podcast is a product of Risen Word Ministries. You can learn more about RWM at rsnwrd.com.

Ethan and Will share about Living Victoriously in Christ on the 75th Episode of the Back Pew Podcast. Take the time to let these concepts and this conversation settle down in your mind and in your heart. Let the encouragement in, and then spread it in your circles! We want to hear what stuck out to you from the episode. Connect with us on Social media @BackPewPod on IG & Facebook. Send us your prayer requests to backpewpodcast@gmail.com Rep the podcast with a brand new shirt in your favorite color by going to our online store. The Back Pew Podcast is a product of Risen Word Ministries. You can learn more about RWM at rsnwrd.com.

On the 74th episode of the Back Pew Podcast, Will continues his conversation with Pastor Chris Griffith of Rhythm Church, Chicago. "We're not made to do this alone." - Pastor Chris Griffith. As you listen to this episode, we want to to encourage you to do so with an open heart. Chris shares his story of why he left a perfectly good paying job in the ministry in a growing church to move to a new place and plant a church. While you may not be prompted to launch a church, God may be leading you to do something different even though you are comfortable where you are right now. Pastor Chris also shares what it is like to be a bi-vocational pastor and offers lots of encouragement from scripture regarding your purpose & destiny. You are made for more than just going to work everyday. Your life has meaning. . We want to hear what stuck out to you from the episode. Connect with us on Social media @BackPewPod on IG & Facebook. Send us your prayer requests to backpewpodcast@gmail.com Rep the podcast with a brand new shirt in your favorite color by going to our online store. The Back Pew Podcast is a product of Risen Word Ministries. You can learn more about RWM at rsnwrd.com.

We're so PUMPED to have the Pastor of Rhythm Church, Chris Griffith, on our show this week! He followed the LORD's leading on his heart to launch his church IN SPITE OF the shutdown situation related to Covid-19, and we HAD to have him share with The Back Pew. Will and Chris talk about GOD's grace, plan, and how He will use our ability to THINK OUTSIDE OF THE BOX to help bring INNOVATION to The Big-C Church. Take some time and listen to this episode with an open heart and mind. Tell us what thoughts came to you as you listened and where your mind went because of what you heard on this episode! Send us your prayer requests! Follow us on twitter, instagram, and facebook: @backpewpod Purchase a shirt or hoodie from the Risen Word Store and help support the podcast! The Back Pew Podcast is a product of Risen Word Ministries. You can learn more about RWM at rsnwrd.com.

Recommendation: Keith Moore "Victory Over Death" Sermon Series Be sure to grab a tshirt or coffee mug and support the podcast at the Risen Word Store. Connect with us on Instagram, Facebook and Twitter: @backpewpod Shoot us an email: backpewpodcast@gmail.com The Back Pew Podcast is a product of Risen Word Ministries. You can learn more about RWM at rsnwrd.com.