Podcasts about securities america

How can you start being a better listener within your home and family? In this episode, Jeff, Jeff, and Bill discuss: Finding independence at the age of 12.Careful listening - the key to success.Attention and listening as a form of generosity.Seek first the Kingdom.  Key Takeaways: True listening is not waiting for your turn to speak. It is trying to see the world through their eyes.The only way you can understand another person's reality is to really, truly listen.The greatest gift you can give anyone is your time. The only way they know you're giving your time is by listening and paying attention.See people as an individual who needs help, not as a dollar sign.  "Being listened to is so much like being loved that I can't tell the difference." —  Dr. Bill Hall Episode References: The Power of a Positive No by William Ury: https://www.amazon.com/Power-Positive-No-Relationship-Still/dp/0553384260 About Dr. Bill Hall: My Priority One objective is to help clients accomplish their key financial goals. Priority Two is to ensure the client has a will, trust, term insurance (if needed), and plans for passing wealth to spouse and children. Priority Three is to develop a custom investment plan. Dr. Bill Hall has been active as a Certified Financial Planner since 1985 and with Securities America, Inc. since 1991. He is now with OSAIC Wealth Inc., which acquired SAI in 2023. He manages money primarily for senior executives and their families. Bill's academic credentials include a Doctor of Business Administration from the University of Southern California as a Ford Foundation Fellow, an MBA from San Diego State University, and a Degree in Mechanical Engineering from Georgia Tech.Bill co-founded The Executive Committee, TEC (now Vistage), on the West Coast in 1969. Vistage is now a worldwide CEO organization with over 46,000 members. He has held positions as Executive Vice President and Chief Financial Officer with Vedax Corporation, the former parent of Vistage. Bill was a Registered Professional Engineer who worked offshore for Shell Oil and in marketing operations with Mobil Oil. He served as a first lieutenant in the Seventh Army in Germany and was a Professor at California State University, Fullerton, and Pepperdine University.Bill's past activities with nonprofit organizations include serving as Chairman and Vice Chairman of two Foundations and Chairman of the Board of a University. He frequently advises nonprofit organization CEOs and has served on several Advisory Boards for California Companies. He serves on the Mission Hospital Foundation Board Finance Committee and the Haggai International Board.His company manages $158,000,000 for 94 families.  Connect with Dr. Bill Hall:Website: https://osaicwealth.com/  Connect with Jeff Thomas: Website: https://www.arkosglobal.com/Podcast: https://www.generousbusinessowner.com/Book: https://www.arkosglobal.com/trading-upEmail: jeff.thomas@arkosglobal.comTwitter: https://twitter.com/ArkosGlobalAdvFacebook: https://www.facebook.com/arkosglobal/LinkedIn: https://www.linkedin.com/company/arkosglobaladvisorsInstagram: https://www.instagram.com/arkosglobaladvisors/YouTube: https://www.youtube.com/channel/UCLUYpPwkHH7JrP6PrbHeBxw

Dani Fava emerged this week as the latest example of fallout from Schwab's pending $26 billion acquisition of TD Ameritrade. She explains her rationale for joining Envestnet to take on new challenges. Bruce explains how the math doesn't add up at GPB Capital, where the latest public filings point to a $200 million gap at this alternative investments operation. The conundrum of why zero-fee funds don't always fly off the shelf has the asset management industry scrambling to find the sweet spot when it comes to expense ratios. Spoiler alert, brand names matter. Securities America's quest for scale through acquisitions is leaving a lot of reps waiting on hold as the near-constant state of consolidation creates headaches and technology glitches that might not have been anticipated. And in the popular Open Notebook segment, Jeff and Bruce ponder how far is too far when it comes to leaning on a global pandemic as an excuse for lousy service.

We recently heard about a non-profit financial education organization, F3E (or Foundation for Financial Education) which claims to provide an unbiased fiscal education. After further review, we found some glaring problems with those who provide this "education." They all appear to be selling insurance products. Plus, a listener wonders if Securities America is a legitimate custodian. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the Planned Solutions Incorporated Podcast, With the mid-term elections around the corner, there is a lot of noise about the risks that it could pose to the markets and the economy. Much of this is political rhetoric as both parties make their case for political power or attack the other in an attempt to get their base excited to vote. However, the data shows that midterm elections have not been the big political risk some are trying to make it out to be and, in fact, have led to positive market returns over the next year regardless of the outcome. Also, 2022 has been a year in which investors have shunned investments to instead focus on spending for consumption. This explains why consumer prices are up and investment prices are down. However, it may also create an opportunity for those with a contrarian mindset who are willing to limit consumption at high prices and instead invest the savings to take advantage of today's lower investment prices. And, Family gifts or loans may be a good way to help the next generation get a financial head start in life. However, gifts as well as loans, whether with interest or interest-free, may create additional tax filing requirements as well as additional taxable income that the lender may have to report on their income tax returns. Plus a look at the Planned Solutions Incorporated Office Bulletin Board- Applications to apply for student loan forgiveness are now being accepted at www.studentaid.gov. This process is still in beta mode which means there may be some hiccups in completing the required information and uploading the required documents. Student loan forgiveness is not expected to actually take place until the end of April 2023, however, those who are inclined may want to start working on the application now to be at the front of the line Some clients, as well as some of us at Planned Solutions, have received paperwork from Securities America related to their privacy policy. The accounts that they are referencing were closed in 2018 when we transitioned to Schwab as our primary custodian, so it is unclear why they continue to send out these notices. Therefore, these notices, as well as the statements showing zero balances that they send occasionally, may be ignored. The Planned Solutions Charity Golf Tournament was postponed this year due to extreme heat. Fortunately, we were able to postpone the date to a time when it should be much cooler. The new details are: Date: Friday, November 11, 2022 Time: 11:00 am shotgun tee time (moved up due to daylight savings) With the change in the date, there is still time to sign up to golf or attend the dinner afterward. The new deadline to RSVP is November 4th. This is the 20th year of the tournament so we are going all out with giveaways, raffle prizes, silent auction items, and other fun activities. We hope to see you there. Chase Armer's book- Financial Planning Insights is now available at: www.amazon.com/Financial-Planning…1586894022&sr=8-1 To subscribe to the Personal Finance Review (the written form of all the content we discuss on the podcast) please e-mail Katie@PlannedSolutions.com The Personal Finance Review is published and distributed on a biweekly basis by Planned Solutions, Inc. for informational purposes only. Please seek the advice of a qualified financial planner before taking any action. Planned Solutions, Inc.

This week on the Lebenthal Report we welcome back guest co-host Philip Blancato. Philip Blancato is the President and CEO of Ladenburg Thalmann Asset Management and Chairman of the Ladenburg Investment Policy Committee. He also serves as a Member of the Boards of Directors for affiliated companies: Ladenburg Thalmann & Co. Inc., Investacorp, Inc., Triad Advisors LLC, Premier Trust, Securities America, Inc., KMS Financial, Inc. & Securities Service Network, Inc. Philip is a Thirty year veteran of the financial services industry with a specialized knowledge of portfolio and risk management, asset allocation, and macro-economic theory as well as constructing and implementing seamlessly integrated platforms of fee-based solutions. Dominick and Michael discuss with Philip recent market movements and looking ahead towards the last quarter of the year.

This week on the Lebenthal Report we welcome back guest co-host Philip Blancato. Philip Blancato is the President and CEO of Ladenburg Thalmann Asset Management and Chairman of the Ladenburg Investment Policy Committee. He also serves as a Member of the Boards of Directors for affiliated companies: Ladenburg Thalmann & Co. Inc., Investacorp, Inc., Triad Advisors LLC, Premier Trust, Securities America, Inc., KMS Financial, Inc. & Securities Service Network, Inc. Philip is a Thirty year veteran of the financial services industry with a specialized knowledge of portfolio and risk management, asset allocation, and macro-economic theory as well as constructing and implementing seamlessly integrated platforms of fee-based solutions. Dominick and Michael discuss with Philip recent market movements and looking ahead towards the last quarter of the year.

This week on the Lebenthal Report we welcome back guest co-host Philip Blancato. Philip Blancato is the President and CEO of Ladenburg Thalmann Asset Management and Chairman of the Ladenburg Investment Policy Committee. He also serves as a Member of the Boards of Directors for affiliated companies: Ladenburg Thalmann & Co. Inc., Investacorp, Inc., Triad Advisors LLC, Premier Trust, Securities America, Inc., KMS Financial, Inc. & Securities Service Network, Inc. Philip is a Thirty year veteran of the financial services industry with a specialized knowledge of portfolio and risk management, asset allocation, and macro-economic theory as well as constructing and implementing seamlessly integrated platforms of fee-based solutions. Dominick and Michael discuss with Philip recent market movements and looking ahead towards the last quarter of the year.

This week on the Lebenthal Report we welcome back guest co-host Philip Blancato. Philip Blancato is the President and CEO of Ladenburg Thalmann Asset Management and Chairman of the Ladenburg Investment Policy Committee. He also serves as a Member of the Boards of Directors for affiliated companies: Ladenburg Thalmann & Co. Inc., Investacorp, Inc., Triad Advisors LLC, Premier Trust, Securities America, Inc., KMS Financial, Inc. & Securities Service Network, Inc. Philip is a Thirty year veteran of the financial services industry with a specialized knowledge of portfolio and risk management, asset allocation, and macro-economic theory as well as constructing and implementing seamlessly integrated platforms of fee-based solutions. Dominick and Michael discuss with Philip recent market movements and looking ahead towards the last quarter of the year.

Jun 2, 2022 Flash-webinar: Stay The Course Jonathan B Kvasnik, ChFC presents: Stay the Course, a flash webinar with guest Joel Isenberger. Stay the Course: EVEN AS BOND MARKETS CHANGE, THE REASONS TO INVEST REMAIN CONSTANT Jon presents four reasons why bonds may be a valuable part of a diversified portfolio across interest rate environments. Lower volatility helps preserve capital Rising rates build income Cash “safety” comes at a price Rising rates don't impact all bonds the same Joel concludes the webinar with a look at how rising rates affect the commercial loan market. Questions? Contact Krista Klindworth: kklindworth@securitesamerica.com Securities offered through Securities America, Inc., member FINRA/SIPC. Jonathan B. Kvasnik, ChFC, Registered Representative. Advisory services offered through Securities America Advisors, Inc. Securities America is separate from any other named entities. -Not FDIC Insured -No Bank Guarantees -May Lose Value -Not Insured By Any Government Agency -Not Bank Deposits Securities America and its representatives do not provide tax advice. Please coordinate with your tax advisor regarding your specific situation. Joel Isenberger is not affiliated with Securities America, Inc. In general, the bond market is volatile as prices rise when interest rates fall and vice versa. This effect is usually pronounced for longer-term securities. Any fixed income security sold or redeemed prior to maturity may be subject to a substantial gain or loss. Bonds are also subject to other types of risks such as call, credit, liquidity, interest rate, and general market risks.

Financial uncertainty can be one of the hardest things to navigate as a business owner. Thats's why we are speaking, this week, with Scott Werdebaugh, Owner of Integrity Financial Planning, Stephen Rogers, Commercial Insurance Producer at Blue Ridge Risk Partners, Sharon Werdebaugh, Owner of Your Talent Team, and Sarah Biller, Executive Director of Vantage Ventures. Disclaimer: Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Integrity Financial Planning and Securities America are separate entities. Opinions expressed may not be those of the Securities America companies.

The recent events of the Great Resignation have reinvigorated values-based leadership and an economy for the common good. Hear from Securities America financial professional and W Forum Visionary Sybil Slade, CRPC®, on how values-based leadership can create a win-win for yourself, your team, and your clients.   This presentation was originally recorded at Advisor Group's W Forum, an annual event supporting the advancement of women in the wealth management industry. The W Pulse series, brought to you by Advisor Group, was created by the firm's Women Forward initiative and the Women's Advisory Board.

For this episode we're joined by executives leading the charge in three third-party broker dealers that serve our channel: Chris Melton of Ameriprise, Jim Norwood of Securities America, and Dan O'Brien of LPL. We discuss leveraging lessons learned in 2021 to get off to a fast start in 2022. Topics include: New measurements of success Reinvention of branches Fee-for-service Providing choice - the RIA factor Attracting the NextGens We also talk about the best concerts we saw in 2021 :-) Come join us!

Frank Molinar is a certified financial planner who works out of Phoenix, Arizona, who has been in the industry for 16 years. Molinar is on the advisory team at Retirement Consultants, Inc. Molinar has gained experience at Next Financial Group Inc, Securities America, Inc and Verus Capital Partners, LLC. Molinar has Series 63 and Series 65 licenses, which qualify him as both a securities agent and an investment advisor representative, and can work in Arizona.

Guest: Janine Wertheim, who recently retired from Securities America after spending 37 years with the company. Janine started shortly after the company was founded and served in a variety of leadership roles. Most recently, Janine was President of Securities America Advisors, which is the $75 billion RIA firm she and a small team founded back in 1994. Insight: I started my financial services career working for Janine back in 1993. Under her leadership, we built Securities America Advisors, the corporate RIA, from $0 to nearly $2 billion in AUM by the time I left in 1999. Today, the RIA has $75 billion in AUM and Janine has served as its long-time president. It was a real treat for me to interview Janine as she reflected on nearly four decades of leadership. The industry has changed over the last four decades, but a constant has been her thoughtful, innovative leadership.

Jonathan Kvasnik, ChFC, Presents A Webinar: How To Make Decisions When Business Partners Disagree. Guest Speaker: Dan Simon – Owner of Simon Mediation Dan Simon, MA, J.D., helps business partners and others resolve conflicts constructively. He practices and teaches transformative mediation in Minneapolis and Los Angeles. He helps clients shift from defensiveness and resentment to clarity, strength and compassion. He received his law degree and his MA in Counseling Psych. from the University of Minnesota and has been mediating full time since 1998. More information available at www.transformativemediation.com Join our webinar on Thursday morning, November 19th from 8:00 am – 9:00 am HANDLE YOUR BUSINESS DISPUTE WITH INTEGRITY Regardless of the topic of the business dispute that's between you and another business, or between you and your business partners, Dan can help you have a good conversation with your business partners. He can help you clarify exactly what you want, and help you make the best possible decisions in order to help you facilitate and achieve your desired outcome. Questions contact: kklindworth@securitiesamerica.com or 651.291.6216 Securities offered through Securities America, Inc., member FINRA/SIPC. Jonathan B. Kvasnik, ChFC, Registered Representative. Advisory services offered through Securities America Advisors, Inc. Securities America is separate from any other named entities. Not FDIC Insured – No Bank Guarantees – May Lose Value – Not Insured By Any Government Agency – Not Bank Deposits https://vimeo.com/481732141

Hear from Securities America financial professional Sandra Wagner, President and CEO of Wagner Planning, on how she leverages Panoramic Planning in her business and how you can start implementing this smart strategy today.   The W Pulse series, brought to you by Advisor Group, was created by the firm's Women Forward initiative and the Women's Advisory Board.

Not being financially stable leads to stress, anxiety, and depression, and basically, an unhealthy life. That's why I invited the CEO of Gordon Wealth Financial Advisors, Lonnie Gordon Ogulnich, to help dissect how health and wealth are intertwined. During this episode, Lonnie sheds light on how people are investing in themselves through bitcoins, real estate and stocks! *Covered In This Episode: - The Possible Future of Bitcoin - Why Your Savings Account Could Be Wasting More Than It's Saving - The Downsides of Real Estate - The Power of Cryptocurrency *About Our Guest: Lonnie Gordon Ogulnick is Founder and CEO of Gordon Wealth. He is a registered representative with Investacorp, Inc. Prior to this, he was a leading Financial Advisor with Ladenburg since 1998 and was honored as a member of the Chairman’s Club. Lonnie Gordon has the Series 7, 9, 10, 24, 63, and 65, and is registered in all 50 states. He holds his Real Estate license and is a 2-15 licensed agent for Health & Life insurance, including Annuities & Variable Contracts. He graduated from the State University of New York at Oneonta and was the Treasurer of his senior class. Lonnie is an avid sportsman; he was a two-time all-county wrestler and all-conference soccer player. Lonnie is happily married to his wife Dara, a first-grade school teacher and pilates instructor. They have two beautiful daughters Leah and Ella. Connect With Lonnie: - Website: https://www.gordonwealth.net - Podcast: https://ogmoneypodcast.blubrry.net - Facebook: https://www.facebook.com/lonniegordonogulnick - LinkedIn: https://www.linkedin.com/in/lonnie-gordon-ogulnick-38726734 - Twitter: https://twitter.com/lonnieogulnick?lang=en *DISCLAIMER*  Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Gordon Wealth Financial Life Advisors and Securities America are separate entities. 

We've all heard about the benefits of mentoring, for both the Mentor and Mentee. Our February 3 W Pulse podcast,  Mentorship Chats With a Leader in Mentoring, offers a first-person perspective and insights on how to maximize the mentorship experience.  Securities America financial professional, Lena Jo Hartley, President of Downeast Private Wealth, taps into her personal experiences to share best practices for getting the most out of the Mentor/Mentee relationship. The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board. 

The first W Pulse Podcast of 2021, A Retirement Plan Professional: Why You Should Have a ‘Why' premieres on January 6. Carrie Ohm, VP of Advisor Development at Resources Investment Advisors, a Securities America affiliate, shares her insights on ways financial professionals can better serve their retirement clients and, in effect, grow their businesses. And, it all starts with reflecting upon your role as an investor advocate and assessing your goals for yourself and your clients… and having a powerful, thoughtful response to “Why?”

https://vimeo.com/search?q=jonathan%20kvasnik Webinar Recording Available - scroll down to view.Nov 19, 2020 | 8:00am–9:00am Webinar – How To Make Decisions When Business Partners Disagree Jonathan Kvasnik, ChFC, Presents A Webinar: How To Make Decisions When Business Partners Disagree. Guest Speaker: Dan Simon – Owner of Simon Mediation Dan Simon, MA, J.D., helps business partners and others resolve conflicts constructively. He practices and teaches transformative mediation in Minneapolis and Los Angeles. He helps clients shift from defensiveness and resentment to clarity, strength and compassion. He received his law degree and his MA in Counseling Psych. from the University of Minnesota and has been mediating full time since 1998. More information available at www.transformativemediation.com Join our webinar on Thursday morning, November 19th from 8:00 am – 9:00 am HANDLE YOUR BUSINESS DISPUTE WITH INTEGRITY Regardless of the topic of the business dispute that’s between you and another business, or between you and your business partners, Dan can help you have a good conversation with your business partners. He can help you clarify exactly what you want, and help you make the best possible decisions in order to help you facilitate and achieve your desired outcome. Questions contact: kklindworth@securitiesamerica.com or 651.291.6216 Securities offered through Securities America, Inc., member FINRA/SIPC. Jonathan B. Kvasnik, ChFC, Registered Representative. Advisory services offered through Securities America Advisors, Inc. Securities America is separate from any other named entities. Not FDIC Insured – No Bank Guarantees – May Lose Value – Not Insured By Any Government Agency – Not Bank Deposits

In a year where emotions have run high for everyone, the importance of understanding the role that emotions play in the financial decision-making process has never been greater. Securities America financial professional Dominica Henderson, CFP®, BFA®, shares her journey in obtaining the Behavioral Finance Advisor (BFA) designation, and how it has impacted her business and her relationships with her clients. The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board. 

This Halloween we look at some deadly (or potentially deadly) encounters with financial advisors.Plus Don takes questions on:The wisdom of giving personal information to brokerage firm.Whether money should be moved from an IRA to an IUL.

My guest today is a distinguished trial lawyer who has won cases against some of the biggest Wall Street firms, including Wells Fargo, Paine Webber, Securities America and the Prudential Equity Group. He was also one of the first to uncover and report on convicted Hollywood producer Harvey Weinstein’s crimes and played a big role in Weinstein’s downfall and conviction.

In this episode of the Planned Solutions Incorporated Podcast, The Price to Earnings (PE) ratio is often used to determine whether stocks are attractively priced or too expensive. However, the PE ratio can become an inverse indicator during times of economic and market turbulence as short-term earnings reports may not be a reasonable estimate of a company’s long-term earnings expectations. Therefore, it is important to take a more holistic approach to valuing investments during times of uncertainty and volatility. Also, Homebuilder confidence soared in August as low-interest rates, limited homes for sale, and increased demand have pushed home prices up. This could be a positive sign that home construction may help to support the economic recovery in the Fall. However, a limited supply of labor and raw materials, such as lumber, may limit the number of units that can be built in the coming months. And, The IRS recently announced that they will now be accepting amended tax returns submitted via their e-file system. Historically the IRS required that amended tax returns be paper-filed which often led to long delays. The new e-file option may reduce the processing time for amended tax returns. However, it should be noted that the IRS will only accept amended returns for the 2019 tax year and newer while returns for the prior years will still need to be paper-filed. Plus a look at the Planned Solutions Incorporated Office Bulletin Board- You may receive, or may soon receive, correspondence from Securities America in the mail. This paperwork is related to our old Broker/Dealer, Securities Service Network, whom we contracted with in the past but have since terminated that contract. As of May 31, 2018, we are no longer affiliated with a Broker-Dealer and are now a fully independent Registered Investment Advisory firm. For some reason, Securities Service Network failed to update its records and are sending notice of their upcoming merger with Securities America to people who have closed their accounts. Therefore, you can disregard the correspondence as it no longer applies to you and your investment accounts. Should you have any additional questions, please don’t hesitate to contact us. Chase, Shannon, Joel, and Daryl played in a golf tournament to benefit the Red Cross. While we did not come anywhere near winning, it was a great team-building exercise and benefited a good cause. With the wildfire response in California and other parts of the West putting stress on the available resources, organizations like the Red Cross need support. Chase Armer's book- Financial Planning Insights is now available at: https://store.bookbaby.com/book/financial-planning-insights https://www.amazon.com/Financial-Planning-Insights-Decades-Planner/dp/1098306279/ref=sr_1_1?dchild=1&keywords=chase+armer&qid=1586894022&sr=8-1 To subscribe to the Personal Finance Review (the written form of all the content we discuss on the podcast) please e-mail Katie@PlannedSolutions.com The Personal Finance Review is published and distributed on a biweekly basis by Planned Solutions, Inc. for informational purposes only. Please seek the advice of a qualified financial planner before taking any action. Planned Solutions, Inc. ADDRESS: PHONE: 1130 Iron Point Road, Suite 170 (916) 361-0100 Folsom, CA 95630 (800) 750-2111 E-MAIL: FAX: Shannon@PlannedSolutions.com (916) 361-0191 WEB SITE: www.PlannedSolutions.com #finance #invest #investment #stocks #inflation #deflation #bonds

An interview with Rich Anderson, Managing Director / Senior REIT Analyst, SMBC Nikko Securities America An interview with Rich Anderson. In this interview, Andrew Dick interviews Rich Anderson, a Senior REIT Analyst with SMBC Nikko Securities America. Andrew sits down with Rich to discuss health care REITs. To view relevant and current price charts and...

Gold makes nice jewelry. Gold conducts electricity well. Gold never has been a decent investment. It's purely speculative. Feeling lucky?Is it reasonable to expect financial advisors to be able to predict the futures?Plus, questions on:How to invest in a health savings account (HSA)?How much money is needed to retire comfortably?What is our opinion of Investacorp?

Dani Fava emerged this week as the latest example of fallout from Schwab's pending $26 billion acquisition of TD Ameritrade. She explains her rationale for joining Envestnet to take on new challenges.Bruce explains how the math doesn't add up at GPB Capital, where the latest public filings point to a $200 million gap at this alternative investments operation.The conundrum of why zero-fee funds don't always fly off the shelf has the asset management industry scrambling to find the sweet spot when it comes to expense ratios. Spoiler alert, brand names matter.Securities America's quest for scale through acquisitions is leaving a lot of reps waiting on hold as the near-constant state of consolidation creates headaches and technology glitches that might not have been anticipated.And in the popular Open Notebook segment, Jeff and Bruce ponder how far is too far when it comes to leaning on a global pandemic as an excuse for lousy service.

About John John Grace, a Registered Principal with Securities America, Inc., is a professional with over 30 years of experience. John, an Eagle Scout, attended Carleton College in Minnesota, and is a former President and Trustee of the Ventura County Council of the Boy Scouts of America; a former Board Member and Finance Committee Member of the El Camino College Foundation in Torrance; a former Trustee of the California Lutheran Educational Foundation at California Lutheran University in Thousand Oaks; a former Charter Member of the American Heart Association Ventura County Chapter; a past Executive Board Member of the Westlake Village Chamber of Commerce; and Past President of the Rotary Club of Westlake Village Sunrise. Due to his Knowledge and experience, John is a frequent lecturer on financial matters and has been retained to conduct workshops for colleagues, corporations, and various colleges, universities, and adult education programs, in addition to participating as a regular Keynote Speaker for Junior Achievement events around Southern California.John's Contact Infohttps://www.westlakefinancialadvisors...Our Office 200 N Westlake Blvd., Ste 109Thousand Oaks, CA 91362Open Office Hours M-F: 9am – 5pmContact@WhyBePoor.comYou can find me athttps://peer2peerrealestate.com/www.facebook.com/peer2peerrealestatehttps://www.linkedin.com/in/williemor...Youtube Channel**Peer 2 Peer Real Estate may be compensated and/or receive an affiliate commission if you buy something through our links, at no extra cost to you.Thanks to our Partners- Royal Legal Solutions, Rentometer & Landlord StudioTrack income and expenses, screen tenants, set automatic reminders, and more.Try Landlord Studio free for 30 days, no credit card required. By entering your email, you agree to our Terms and Conditions.peer2peerrealestate/freetrialWorried about protecting your assets? Let Royal Legal Solutions helphttps://royallegalsolutions.com/?ref=6Paying too much for rent? Charging too little? Let Rentometer compare your rent with other local properties. Rentometer PRO Monthly, Save 50% from the monthly price or Save $60 Off Rentometer PRO Annual ($199 - $60 = $139/yrP2P.COM/50 Save 50% off Monthly Price P2P.COM/60 Save $60 off Annual Price Don't forget about our monthly events, go to RedinNYC and get your tickets .https://www.redinnyc.com/Please go to Itunes, look for us at Peer 2 Peer Real Estate Podcasts, subscribe and leave a review See acast.com/privacy for privacy and opt-out information.

BUSINESS AND THOUGHT LEADER EDITION Carl Reinhardt is a CEO and business owner with over 50 years of experience in the wealth management industry. He helped grow a firm to over 1.2 billion in assets, bought and sold multiple companies, and published 3 books in the areas of investing and self improvement. Listen as he gives you tips on how small business owners and individuals can become successful, and the most valuable lessons that he learned over his career. Learn what you need to look for when buying or selling a company; and the biggest factors that differentiates the ultra successful from their peers. What you'll learn: 3 crucial sources of income every business owner needs to focus on. What to look for when buying and selling a company. The most common mistakes that hold people back #3TipsForBusinessOwnerRetirement #BuyingandSellingaBusiness #TraitsofSuccessful Manager #TraitsofSuccessfulBusinessOwners, #TheFreeRetireeShow #Business #CEOinterview #MorganHillInvesting #CarlReinhardt #BusinessOwerRetirement #SanJoseRetirement #FinancialPlanning #CareerAdvice #LegalAdvice #SergioPatterson #MattMcElroy #LeeMichaelMurphy #TheFreeRetiree #MorganHillFinancial Advisor #MorganHillRetirementPlanning #MorganHillFinancialPlanning #SanJoseFinancialAdvisor #SanJoseInvesting #SanJoseFinancialPlanning #San Jose #RetirementPlanning #GilroyFinancialAdvisor #GilroyCareerAdvisor #SiliconValley #CareerAdvice #SanJoseCareerAdvisor #Gilroy #CareerCoach #MorganHillCareerAdvice #SanJoseLegal Advice #MorganHillLegalAdvice #SanJoseRealEstateAttorney Securities offered through Securities America, Inc., member FINRA (www.finra.org)/SIPC /www.sipc.org), a separate entity. Lee Michael Murphy is licensed with the California Department of Insurance, License 0H18660. The Free Retiree, RNP Advisory Services and Securities America are separate entities. Career advisor Sergio Pattterson and attorney Matt McElroy are not affiliated with RNP Advisory Services or the Securities America Companies. Securities America, RNP Advisory Services, Inc., and its representatives do not provide tax or legal advice; therefore, it is important to coordinate with your tax or legal advisor regarding your specific situation. Third party sourced information or comments are not verified, may not be accurate, and are not necessarily representative of all client or audience experience. All or a portion of this event paid for by third party." The opinions career advisor, Sergio Patterson, do not reflect the options of FaceBook, Inc. The opinions of attorney, Matt McElroy, do not reflect the opinions of Castaneda and Company.

Many individuals around the world envy those that work in Silicon Valley. Society tends to associate Silicon Valley with innovative companies, high compensation, and benefits that most could only dream about. However, what most fail to consider is the massive amount of stress that those living in Silicon Valley deal with on a day-to-day basis. An outrageously high cost of living and a highly competitive work environment cause many to suffer from anxiety and stress. Listen to career adviser, Sergio Patterson, as he gives you his seven tips to manage work life balance. Join wealth manager, Lee Michael Murphy, as he gives you insight into the current state of the economy. Understand the financial impact of the coronavirus and learn what impact it will have on the US and Chinese economy. Also in this episode, The Free Retiree Show gives a tribute to Kobe Bryant. Listen to Sergio Patterson and Lee Michael Murphy as they give their perspectives on the impact of Kobe Bryant‘s death and highlight some of his greatest accomplishments. Sergio discusses how the Mamba Mentality can help you achieve success in your own life. While Lee Michael Murphy takes a closer look into the investments and financial success of Kobe Bryant. #CareerAdviceSergio #7TipsToManageWorkLifeBalence #KobeBryantTribute #DearKobe #InvestingAndCoronavirus #TheFreeRetireeShow #MorganHillFinancialAdvisor #MorganHillRetirementPlanning #MorganHillFinancialPlanning #SanJoseFinancialAdvisor #SanJoseInvesting #SanJoseFinancialPlanning #SanJoseRetirementPlanning #GilroyFinancialAdvisor #GilroyCareerAdvisor #SiliconValleyCareerAdvice #SanJoseCareerAdvisor #MorganHillCareerAdvice #SanJoseLegalAdvice #MorganHillLegalAdvice #SanJoseRealEstateAttorney #SergioPatterson #MattMcElroy #LeeMichaelMurphy #TheFreeRetiree #FreeRetiree #SanJoseWealthManager #MorganHillWealthManager #TheFreeRetireeBlog #TweetTheFreeRetiree Disclosures: Securities offered through Securities America, Inc., member FINRA (www.finra.org)/SIPC /www.sipc.org), a separate entity. Lee Michael Murphy is licensed with the California Department of Insurance, License 0H18660. Lee Michael Murphy is an Investment Advisor Representative with RNP Advisory Services, Inc., a registered investment advisor The Free Retiree, RNP Advisory Services and Securities America are separate entities. Career advisor Sergio Pattterson, attorney Matt McElroy are not affiliated with RNP Advisory Services or the Securities America Companies. Securities America, RNP Advisory Services, Inc., and its representatives do not provide tax or legal advice; therefore, it is important to coordinate with your tax or legal advisor regarding your specific situation. Third party sourced information or comments are not verified, may not be accurate, and are not necessarily representative of all client or audience experience. All or a portion of this event paid for by a third party." The opinions career advisor, Sergio Patterson, do not reflect the options of FaceBook, Inc. The opinions of attorney, Matt McElroy, do not reflect the opinions of Castaneda and Company.

What happens when you roll up on 40....or 50...or later and you realize that you have planned well for retirement? What can you do? Where do you begin? Lorrie's continuing her conversation with Pam Sams, Jackson Sams Wealth Strategies. Pam is sharing a few insights on what we can do to plan when you're feeling too close for comfort. For 18 years, Pamela Sams has been helping women improve their personal and financial wealth through solid financial life planning. Pamela’s education and training enable her to help clients successfully navigate through the myriad of financial decisions they face during their lives. Pamela holds a Behavioral Financial Advisor designation, awarded to advisors who have undergone training to learn to help clients make financial decisions using a rational, values-based approach. Behavioral Financial Advisor’s integrate techniques founded in traditional finance, psychology and neuroscience to positively influence clients’ spending and saving behavior in the presence of challenging emotions. Pamela has become a strong voice in the area of personal finance for women. Her knowledge in this area has made her a sought-after speaker. Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA (www.finra.org)/SIPC (www.sipc.org). Advisory services offered through Securities America Advisors, Inc., a SEC Registered Investment Advisory Firm, Pamela Sams, Investment Advisor Representative. Jackson Sams Wealth Strategies, Securities America, Inc. and all other entities named are separate entities. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Please click on the link to our website for full disclosures. Facebook: @jacksonsamswealth Instagram: @jacksonsamswealth Twitter: @jacksonsamsws --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/viewfrom5throw/message Support this podcast: https://anchor.fm/viewfrom5throw/support

Lorrie's chatting with financial services professional, Pamela Sams, about how many of us avoid financial services because we don't have our acts together yet, we don't think we have enough money to justify or we've just plain got things under control and know what to do. We liken a financial advisor to that of a dentist----they will cause us pain and make us do things we don't want or think we can't do. Pamela Sams helps us demystify this "phenomena" that many of us benefit from and many more of us avoid like the plague. For 18 years, Pamela Sams has been helping women improve their personal and financial wealth through solid financial life planning. Pamela’s education and training enable her to help clients successfully navigate through the myriad of financial decisions they face during their lives. Pamela holds a Behavioral Financial Advisor designation, awarded to advisors who have undergone training to learn to help clients make financial decisions using a rational, values-based approach. Behavioral Financial Advisor’s integrate techniques founded in traditional finance, psychology and neuroscience to positively influence clients’ spending and saving behavior in the presence of challenging emotions. Pamela has become a strong voice in the area of personal finance for women. Her knowledge in this area has made her a sought-after speaker. Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA (www.finra.org)/SIPC (www.sipc.org). Advisory services offered through Securities America Advisors, Inc., a SEC Registered Investment Advisory Firm, Pamela Sams, Investment Advisor Representative. Jackson Sams Wealth Strategies, Securities America, Inc. and all other entities named are separate entities. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Please click on the link to our website for full disclosures. Facebook: @jacksonsamswealth Instagram: @jacksonsamswealth Twitter: @jacksonsamsws --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/viewfrom5throw/message Support this podcast: https://anchor.fm/viewfrom5throw/support

BUSINESS AND THOUGHT LEADER EDITION What is it going to take to cure cancer? In the United States we've been taught to value and protect our medical privacy. What if that mindset was the very thing that was preventing us from curing and treating chronic illness? Join us as we interview one of the leading figures in artificial intelligence and big data. Listen to, Dr. Dexter Hadley (iDrDex), as he discusses the impact of artificial intelligence and big data in precision medicine. Dr. Dexter Hadley is also the owner of Hadley Laboratories. Learn more about what personal attributes have helped him rise to success in his field. Hear his perspective on what it will take for the United States to make meaningful progress in preventing and treating chronic illness, and how you can help in the fight against illness and disease. THE LEADER'S PERSPECTIVE •The power of self-belief •The importance of doing what you love •Having fun in your career #iDrDex #DexterHadley #ArtificialIntelligence #BigData #PrecisionMedicine #Blockchain #MorganHillInvesting #TheFreeRetireeShow #SanJoseRetirement #FinancialPlanning #CareerAdvice #LegalAdvice #SergioPatterson #MattMcElroy #LeeMichaelMurphy #TheFreeRetiree Securities offered through Securities America, Inc., member FINRA (www.finra.org)/SIPC /www.sipc.org), a separate entity. Lee Michael Murphy is licensed with the California Department of Insurance, License 0H18660. Lee Michael Murphy is an Investment Advisor Representative with RNP Advisory Services, Inc., a registered investment advisor The Free Retiree, RNP Advisory Services and Securities America are separate entities. Career advisor Sergio Pattterson, attorney Matt McElroy, and Dr. Dexter Hadley are not affiliated with RNP Advisory Services or the Securities America Companies. Securities America, RNP Advisory Services, Inc., and its representatives do not provide tax or legal advice; therefore, it is important to coordinate with your tax or legal advisor regarding your specific situation. Third party sourced information or comments are not verified, may not be accurate, and are not necessarily representative of all client or audience experience. All or a portion of this event paid for by third party." The opinions career advisor, Sergio Patterson, do not reflect the options of FaceBook, Inc. The opinions of attorney, Matt McElroy, do not reflect the opinions of Castaneda and Company.

Did you know a botched real estate transaction could potentially cost hundreds of thousands of dollars to rectify!?!?!? It could even put you in a situation where you might lose the property. Join attorney, Matthew McElroy, as he gives you his essential tips for performing a prudent real estate transaction. Listen to wealth manager, Lee Michael Murphy, as he give you insight into the impact war has on the economy. Is war good or bad for the economy? #EconomicImpactOfWar #RealEstate #RealEstateFiduciary #TheFreeRetireeShow #SanJoseInvesting #MorganHillInvesting #SanJoseRetirement #FinancialPlanning #CareerAdvice #LegalAdvice #SergioPatterson #MattMcElroy #LeeMichaelMurphy #TheFreeRetiree Securities offered through Securities America, Inc., member FINRA (www.finra.org)/SIPC /www.sipc.org), a separate entity. Lee Michael Murphy is licensed with the California Department of Insurance, License  0H18660. The Free Retiree, RNP Advisory Services and Securities America are separate entities. Career advisor Sergio Pattterson and attorney Matt McElroy are not affiliated with RNP Advisory Services or the Securities America Companies. Securities America, RNP Advisory Services, Inc., and its representatives do not provide tax or legal advice; therefore, it is important to coordinate with your tax or legal advisor regarding your specific situation. Third party sourced information or comments are not verified, may not be accurate, and are not necessarily representative of all client or audience experience. All or a portion of this event paid for by third party." The opinions career advisor, Sergio Patterson, do not reflect the options of FaceBook, Inc. The opinions of attorney, Matt McElroy, do not reflect the opinions of Castaneda and Company.

Are you ready to buy a home? Listen to wealth manager, Lee Michael Murphy, as he gives insight into whether you are ready to make one of the biggest purchases of your life. Learn his 6 tips to help put you on the path toward purchasing your home and how to avoid taking on an unmanageable amount of debt that could potentially ruin your financial future. Join career adviser, Sergio Patterson, as he addresses why Uber released their safety report, and how the company can create a safer ride hailing experience for their customers. #TheFreeRetiree #Uber #ReadyToBuyThatHouse #LeeMichaelMurphy #SergioPatterson #MattMcElroy #RetirementPlanningMorganHill #RetirementPlanningSanJose #RetirementPlanningGilroy #CareerAdvice #RealEstateLaw Disclosures "Advisory Services offered through RNP Advisory Services, Inc, a registered investment advisor with the Securities and Exchange Commission. Securities offered through Securities America, Inc., member FINRA (www.finra.org)/SIPC /www.sipc.org), a separate entity. Lee Michael Murphy is licensed with the California Department of Insurance, License 0H18660.The Free Retiree, RNP Advisory Services and Securities America are separate entities. Career advisor Sergio Pattterson and attorney Matt McElroy are not affiliated with RNP Advisory Services or the Securities America Companies.Securities America, RNP Advisory Services, Inc., and its representatives do not provide tax or legal advice; therefore, it is important to coordinate with your tax or legal advisor regarding your specific situation.Third party sourced information or comments are not verified, may not be accurate, and are not necessarily representative of all client or audience experience. All or a portion of this event paid for by third party."The opinions career advisor, Sergio Patterson, do not reflect the options of FaceBook, Inc. The opinions of attorney, Matt McElroy, do not reflect the opinions of Castaneda and Company.

What does company culture look like at the Silicon Valley's tech giants? Learn from career advisor, Sergio Patterson, as he gives you insight into what Silicon Valley's best companies are looking for in their potential new hires and the importance of building your personal brand. You'll also learn 7 valuable tips from wealth manager, Lee Michael Murphy, on how to improve and manage your retirement account. Gain insight into the most common and detrimental mistakes individuals make when managing their retirement account. The hosts will also be discussing trending topics such as Disney Plus, and whether the NFL should ban Cleveland Brown's player, Miles Garrett, for striking an opposing player with his football helmet. Please subscribe, share, and let us know if you like the show!!!

Guest Tony Bucci with Mission Pointe Planning & Retirement talks about recent business roundtable proclamation that shareholder, employee, client & customer interests must be taken into account. Could this affect the current business model of iBuyer Real Estate programs that look to buy homes directly from sellers. Is this a good thing for you? Are there stocks or funds specifically for conscious investors? Jon Lafferty:(singing)Jon Lafferty:And it was you woman right down the line.Tony Abate:Just got that out of my head.Jon Lafferty:I do not sing. I cannot sing, but I'm going to keep that in your head for the rest of the day.Tony Abate:Aw, thank you.Jon Lafferty:Hey, everybody. Welcome to Avoiding Real Estate Turbulence podcast. This is your pilot, Jon Lafferty with Century 21 Town & Country.Tony Abate:And Tony Abate with Ross Mortgage and we are your real estate pilots. Our job is to be your real estate advocate and also make sure you're educated about buying and selling process. We'll keep you informed throughout until we get you safely closed.Jon Lafferty:In a real estate transaction, there are many reasons why you can encounter turbulence. Today we're going to talk with Tony Bucci with Mission Point Planning & Retirement about financial turbulence and how that may have an impact on your decision to whether to sell your real estate or buy. Welcome Tony.Tony Bucci:Hey guys. Thanks for having me back again. I appreciate being in the jump seat.Tony Abate:Good to see you, Tony.Jon Lafferty:Good to see you back in the jump seat. Before we get underway, Tony has a disclaimer he has to read. So we'll get that out of the way right now and then dive in and have some fun.Tony Bucci:You guys can appreciate being in a highly regulated industry and I am as well. So before we get started, it's important to know that securities offered through Securities America Inc, Member FINRA/SIPC. Advisory service is offered through securities America Advisors Inc. Mission Point Planning & Retirement and Securities America are separate entities.Jon Lafferty:All right.Tony Bucci:Now that riveting part of the conversation is done with.Jon Lafferty:I feel like I was just in a coding class in Detroit. What the hell did that mean?Tony Abate:I think I was just Mirandized by a financial guy. Mirandize, is that the word?Tony Bucci:Could be. It could be.Jon Lafferty:So Tony, something happened a few weeks back. There was a Business Roundtable and they came out with this proclamation, I guess you could call it, basically saying that, “Hey, we need to consider not only the shareholder in the decisions that we make going forward, but also our employees, our customers and our clients.” And that was a bit of a shift from how things have been for quite a while. And so, I thought it was interesting enough that I said, “Hey, we've got to get Tony back in here to talk about this because there seems to be a bit of a shift. And why is that? Why is this happening?” It seems to be out of the blue, but it really isn't, is it?---Avoiding Real Estate Turbulenceinfo@avoidingret.comhttp://www.avoidingret.comFacebook: fb.me/avoidingret

We aren't foolin' around on April Fools Day, because bestselling author, TED speaker, and top researcher of successful people Laura Vanderkam joins us. Laura and Joe tackle time management and priorities. When you have more tasks to do than time to do them in, how do you decide what to do first? What do you ignore? She'll share some simple to implement ideas that will help you conquer your inbox and more importantly, help you increase your attention to what matters. If you need more money, more time, or more life, this is the episode for you. In our headlines segment we'll also talk to Mike Foy from JD Power and Associates about their annual survey on full service advisory firms. This year it appears clients may be ready to ditch their advisor unless they're able to add to the bottom line (especially in a couple crucial areas). What is your advisor doing/not doing? We'll address that on today's show. Also in our headlines segment, Securities America has been hit by an $18 million lawsuit. With the company's now fired broker facing up to 25 years in prison after pleading guilty to running a Ponzi scheme, what lessons should we be taking from a family who's taken an $18 million hit loss since 2001? Of course, that's not all. We'll also throw out the Haven Life line to to Royale. With her financial plans on track and savings going well, is there anything Royale and her family are missing from their plan? Of course, we'll still take time to answer a listener letter. Today we'll field one from Michael, who wants to know if there's a good strategy for investments when the market starts to cool off. , and talk about a certain project Mom's Neighbor Doug may or may not be working on. All of that and more in another action-packed episode of the Stacking Benjamins Show! Thanks to Away for supporting Stacking Benjamins. Go to awaytravel.com/sb20 and use the promo code sb20 to get $20 off a suitcase! Thanks to MetPro for supporting Stacking Benjamins. Get a complimentary Metabolic Profiling assessment and a 30-minute consultation with a MetPro expert at metpro.co/sb.

Rick Darvis is recognized as one of the leading experts in the financial planning field. He has written several books, developed financial software, and trained financial professionals across the United States. His knowledge has enabled him to be invited to speak on the financial and business development topics to his contemporaries at state CPA and FPA conferences in over 40 states. He has been a featured speaker at the Financial Planner Association's Success Forum, the Northeast /Mid-Atlantic National Association of Personal Financial Advisors (NAPFA) regional conference, the National Employee Benefit Forum, the New York Society of CPAs Personal Financial Planning Conference, and the AICPA's Tax Strategies for the High Income Individual Conference. Rick has also given seminars for the University of Arizona and the New York Student Financial Aid Administrators. Rick's accomplishments in the financial-planning field are:  Co-author of Paying for College: Tax Strategies and Financial Aid, a guide published by the American Institute of CPAs on college planning for accountants and financial advisors.  Contributing author of Personal Financial Planning, a Practitioners Publishing Company (PPC) guidebook.  Co-author of Planning for College Costs, a Practitioners Publishing Company (PPC) guidebook on college financial planning for accountants and financial advisors.  Author of A Roadmap to College & Retirement – Without Going Broke, a book designed to link college planning to retirement planning.  Provider of education programs and business development services for organizations, such as Microsoft, American Institute of CPAs, Oppenheimer, Western CPE, OneAmerica Insurance, State Farm Insurance, National Association of Personal Financial Advisors, Northwestern Mutual Insurance, Manulife, MFS, American Skandia, Franklin Templeton, Eastern Bank, US Bank, Wells Fargo Financial Advisors, Linsco Private Ledger, Securities America, Genworth, Lincoln Financial, UBS, Thrivent, Wachovia, Smith Barney, John Hancock Financial Network, Legg Mason, Edward Jones, Chase Bank, and Raymond James.  Quoted in: Forbes, CNN-FN, Newsweek, U.S. News and World Report, Money, Business Week, Kiplinger's Personal Finance, NY Times, Smart Money, Wall Street Journal, Bloomberg's Personal Finance, Money, Bankrate, Nation's Business, Financial Advisor, Dow Jones Newswire, On Investing, Knight Ridder News, Mutual Fund Market News, Research Magazine, Practical Accountant, Offspring, LIMRA's Market Facts, NAPFA Advisor, and AICPA's Planner.  Owned and operated businesses, such as, 6 CPA accounting firms, a national financial planning network with over 2,000 members, 3 restaurants, 3 insurance agencies, a business development contract with Microsoft, commercial rental properties, a farm/ranch operation, a recreation and fitness center, and retail sporting goods stores.

What is your "G" mean to you-ESG Investing is key in the world of investing. Seek to learn more about Governance responsible investing. Learn more.....listen to Jonathan Kvasnik guide you through the "G"!Securities offered through Securities America, Inc., member FINRA/SIPC.Jonathan B. Kvasnik, ChFC, Registered Representative. Advisory services offered throughSecurities America Advisors, Inc. Cherokee Investment Services, BankCherokee andSecurities America are separate companies.- Not FDIC Insured - No Bank Guarantees - May Lose Value- Not Insured By Any Government Agency - Not Bank Deposits

What is your "S" mean to you-ESG Investing is key in the world of investing. Seek to learn more about Socially responsible investing. Learn more.....listen to Jonathan Kvasnik guide you through the "S"!Securities offered through Securities America, Inc., member FINRA/SIPC.Jonathan B. Kvasnik, ChFC, Registered Representative. Advisory services offered throughSecurities America Advisors, Inc. Cherokee Investment Services, BankCherokee andSecurities America are separate companies.- Not FDIC Insured - No Bank Guarantees - May Lose Value- Not Insured By Any Government Agency - Not Bank Deposits

"What does your "E" mean to you?"The "E" in ESG Investing is for Environmental, Jonathan gets more in-depth, this week, of some environment facts, listen and learn from one of the top advisors in the country! Securities offered through Securities America, Inc., member FINRA/SIPC.Jonathan B. Kvasnik, ChFC, Registered Representative. Advisory services offered throughSecurities America Advisors, Inc. Cherokee Investment Services, BankCherokee andSecurities America are separate companies.- Not FDIC Insured - No Bank Guarantees - May Lose Value- Not Insured By Any Government Agency - Not Bank Deposits

Jonathan Kvasnik's ESG Players Podcast has released his first show.Dont know what ESG means, let Jonathan give you the lowdown on the ESG world!Securities offered through Securities America, Inc., member FINRA/SIPC.Jonathan B. Kvasnik, ChFC, Registered Representative. Advisory services offered throughSecurities America Advisors, Inc. Cherokee Investment Services, BankCherokee andSecurities America are separate companies.- Not FDIC Insured - No Bank Guarantees - May Lose Value- Not Insured By Any Government Agency - Not Bank Deposits

                  In this 1 minute highlight, Louis Tucci, Owner, L. TUCCI FINANCIAL LLC discusses the similarities between a GPS device that keeps you on track to a destination in your car and an Exit Plan that keeps you on course to exiting your business. What can you do RIGHT NOW to work on making your Business more Sustainable, Transferable and Valuable in the future? Visit our Online Planning Links at www.ExitCoachRadio.com/links Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group Listening from an iPhone or iPad? Get our App in the App Store: click here Securities offered through Securities America, Inc.  Member FINRA/SIPC and Advisory services offered through Securities America Advisors, Inc. Louis A. Tucci Representative.  Financial Principles, LLC and Securities America are unaffiliated.      

Listen Here: Frank Congemi is an independent Financial Advisor at Securities America, here to talk with us about how consumers can make the most out of their dollar. From purchasing everyday items to becoming a savvy saver and building up that emergency fund, he’s here to reveal his best nuggets of wisdom that he often shares with his personal […] The post Podcast: Making the Most of Your Dollar in 2016 appeared first on JenningsWire.