Podcasts about senior wealth advisor

Important Disclosure: This discussion is intended for general informational purposes only, and should not be construed as legal, tax, investment, financial, or other advice. It does not consider the specific investment objectives, tax and financial condition or needs of any specific person. The opinions expressed in this discussion are subject to change at any time without notice. Beacon Pointe provides links for your convenience to other providers' websites. Beacon Pointe is not responsible for errors or omissions in the material on third-party websites and does not necessarily approve or endorse the information provided. Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  Jenny McCosley (https://www.linkedin.com/in/jennifer-mccosley/) is a Senior Wealth Advisor based in Beacon Pointe's North Carolina office and is responsible for partnering with the Beacon Pointe investment, operations, and financial planning teams to provide customized solutions that help clients meet their financial goals. Jenny began her financial planning and investment management career in 2008 and has gained valuable experience working in community banking, private trust, and registered investment advisory firms. Jenny finds the people she works with as fascinating as finance, and she enjoys helping individuals and couples bring to life their retirement goals.In this episode, Chris and Jenny discussed:1. The Power of Curiosity in Client Conversations2. Working with Families Who Have Children with Special Needs3. The Role of Vulnerability in Trust-Building4. Helping Advisors Get Comfortable with “The Messy Middle”LinkedIn: https://www.linkedin.com/in/jennifer-mccosley/ Website: https://beaconpointe.com/contact-us/north-carolina-greensboro/jennifer-mccosley/Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram:  https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwcFacebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes:  https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.

Paul Nolte, Senior Wealth Advisor & Market Strategist for Murphy & Sylvest, joins Bob Sirott to talk about when the economic reports will reflect the updates with tariffs and how those tariffs are already impacting Christmas sales. He also shares the updates jobs and retail sales numbers.

Arnie Zwaig, Portfolio Manager and Senior Wealth Advisor at Scotia McLeod

Paul Nolte, Senior Wealth Advisor & Market Strategist for Murphy & Sylvest, joins Bob Sirott to talk about how markets are reacting to President Trump’s comments about Fed Chair Jerome Powell and how consumers were getting ahead of tariffs. He also explains how tariffs are impacting businesses and which stocks we are watching closely.

Paul Nolte, Senior Wealth Advisor & Market Strategist for Murphy & Sylvest, joins Bob Sirott to explain how markets are reacting to frequently changing tariff policies. He also talks about what recent retail sales numbers are saying about a majority of consumers and if tariffs will impact rate cuts.

Paul Nolte, Senior Wealth Advisor and Market Strategist for Murphy & Sylvest, joins Bob Sirott to talk about how markets are reacting to President Donald Trump’s tariff moves are pushing markets into bear market territory (Bear market is a term used by Wall Street when an index such as the S&P 500 or the Dow […]

In this episode of The Power of the Ask, Jacqueline (JaQ) Campbell reveals her incredible story from a 16-year-old intern to a powerhouse wealth advisor. As founder and CEO of Alexander Legacy Private Wealth Management, she emphasizes the critical role of mentorship and is dedicated to empowering the next generation of financial leaders. Learn how her experiences have shaped her mission to create opportunities for women and people of color in the financial industry. Join us as we discuss:  Intern to Icon: Hear about JaQ's remarkable journey from a high school internship to leading a multi-billion-dollar investment team. The Power of Mentorship: Learn how mentors shaped her career and why she's passionate about mentoring the next generation of advisors. Advancing Future Leaders: Explore her mission to create opportunities for women and people of color in the financial industry. Building Generational Wealth: Gain insights into strategies for sustaining and growing wealth for future generations. Navigating the Future of Finance: Understand the importance of human connection and personalized advice in an increasingly AI-driven world. The Importance of the Ask: Learn why JaQ, like all our guests, believes asking for what you want and deserve is crucial for financial success. More About Jacqueline “JaQ” Campbell: Her professional background began in 1993 as a high school intern for Comerica's Private Bank. She ascended from high school intern to running a $1.8 billion investment team for Chase Wealth Management, and now leads Alexander Legacy Private Wealth Management, as Founder, CEO and Senior Wealth Advisor, where her mission is to advance the next generation of advisors and investors in wealth management. JaQ holds her bachelor's degree in Liberal Arts with a focus area on Diverse Leadership in Financial Services from DePaul University. She also holds her Series 63 & 65 securities registrations. Important Links:Savvy LadiesPrecious Williams' LinkedInLisa Zeiderman's LinkedInJacqueline “JaQ” Campbell's LinkedIn

PODCAST: Joe Lum, Senior Wealth Advisor & Regional President for MAI Capital, joins this edition of Sports Business Radio. Joe discusses a “Playbook for Philanthropy: Smart Giving Strategies for Pro Athletes” during this in-depth conversation. LISTEN to Sports Business Radio on Apple podcasts or Spotify podcasts. Give Sports Business Radio a 5-star rating if you enjoy our podcast. Click on the plus sign on our Apple Podcasts page and follow the Sports Business Radio podcast. WATCH SBR interviews by going to www.sportsbusinessradio.com and clicking on the link to the Sports Business Radio YouTube channel. Subscribe to our YouTube channel. Follow Sports Business Radio on Twitter @SBRadio and on Instagram, Threads and Tik Tok @SportsBusinessRadio. This week's edition of Sports Business Radio is presented by @MAICapital – the exclusive financial partner of Sports Business Radio. @MAICapital is a registered investment adviser and wealth management firm unified in purpose to empower clients to simplify, protect, and grow the wealth they work so hard to build. Founded in 1973, the firm helps clients achieve their vision and goals through objective advice, tailored planning, comprehensive and integrated solutions, and highly personal service. For more information, visit www.mai.capital or MAI's company page on LinkedIn.   #Money #FinancialPlanning #Giving #Philanthropy #SportsBusiness  Learn more about your ad choices. Visit megaphone.fm/adchoices

What if the end of a long marriage could be the beginning of financial freedom? In this episode, Jaime sits down with Haleh Moddasser, Managing Partner and Senior Wealth Advisor at Stearns Financial Group, to explore the financial realities of Gray divorce—when couples split later in life. Haleh shares why women over 50 are initiating divorce more often, the costly mistakes they need to avoid, and how to negotiate from a position of strength. From understanding the true value of assets to rethinking alimony and navigating Social Security benefits, this episode is packed with essential advice for building financial independence after divorce. Whether you're facing a Gray divorce or supporting someone who is, Haleh offers both insight and inspiration for what's next.Need help from Haleh? Contact her by visiting www.stearnsfinancial.com.Check out Stearns' Women in MotionGet Haleh's book, "Gray Divorce, Silver Linings"If you are in need of legal assistance in North Carolina, contact us at Gailor Hunt by visiting www.divorceistough.com.Like this show? Rate it here! While the information presented is intended to provide you with general information to navigate divorce without destruction, this podcast is not legal advice. This information is based on specific to navigating relocation by the law in North Carolina. If you have any questions before taking action, consult an attorney who is licensed in your state.

Paul Nolte, Senior Wealth Advisor & Market Strategist for Murphy & Sylvest, joins Bob Sirott to talk about how tariffs are impacting markets and how people are turning to bonds and gold as a safe haven. He also shares details on recent retail sales numbers and whether or not it’s time to invest in tech […]

Are you prepared for the changes on the horizon with estate tax exemptions?  Let's discover how to plan and preserve your wealth strategically! Join host Bryan Schick as he dives deep into post-election exemption planning with Dan Stolfa, a Senior Wealth Advisor and trust and estates attorney at Centura Wealth Advisory. Together, they unravel the … Read More Read More

Paul Nolte, Senior Wealth Advisor & Market Strategist for Murphy & Sylvest, joins Bob Sirott to talk about how long the Fed hopes to keep rates unchanged for and how businesses are trying to get ahead of tariffs. He also shares details about international stocks and jobs numbers.

Paul Nolte, Senior Wealth Advisor & Market Strategist for Murphy & Sylvest, joins Bob Sirott to discuss the latest economic news and when we could see egg prices come down. He also talks about what we can expect to hear from Fed Chair Powell and explains the difference between value stocks versus gross stocks.

Paul Nolte, Senior Wealth Advisor & Market Strategist for Murphy & Sylvest, joins Bob Sirott to explain why stocks plunged yesterday and if now is a buying opportunity. He also talks about another added rate cut, as well as the performance of international stocks.

Paul Nolte, Senior Wealth Advisor & Market Strategist for Murphy & Sylvest, joins Bob Sirott to explain how the Midwest will be impacted by tariffs and whether or not we could see price increases in grocery stores and gas stations. He also talks about an update on interest rates and why he’s recommending bonds and […]

Have you given much thought to retiring someday? Richard's guest is Phil Reddick leading this seminar on how to maximize your impact as you think about retirement or are already retired. Meet our guest panelists:Mark and Julie Edwards - Mark is with McGriff Insurance Services. Julie is a full-time homemaker.Felix "Tank" Tankersley - Tank is a Senior Wealth Advisor at BMSS Wesson Wealth Solutions.Roger F. Cartwright, Architect - Roger is a retired Architect and now a consultant with Cartwright Consulting>>Watch on YouTubeFinishWell is a ministry of The Center, and is led by Phil Reddick. This seminar was co-hosted by Young Business Leaders (YBL) and Women Business Leaders (WBL).