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Leveling Up: Creating Everything From Nothing with Natalie Jill
Facelifts are having a MOMENT. Kris Jenner. Denise Richards. Suddenly every woman over 50 is asking the question out loud: is this what it takes now? Do I need a facelift? Is there a natural alternative that actually works? Facial plastic surgery jumped 19% in 2025. Forty-five percent of surgeons say menopause is what is driving it. Which means somebody needs to be telling us the REAL story, not the marketing one. This episode is with Dr. Anthony Youn, board-certified plastic surgeon known as America's Holistic Plastic Surgeon. He is the most-followed plastic surgeon on the internet with 13 million+ across TikTok and YouTube. He is the author of four bestsellers including Younger For Life and he hosts The Doctor Youn Show. Here is why he is different. He is a surgeon who tells women to AUTOJUVENATE before you operate. Skincare. Supplements. Collagen. Red light. Nutrition. Hormones. THEN, and only then, do we talk procedures. This is the honest midlife conversation about what works, what doesn't, and what is marketing. WE GO DEEP ON Why facelifts have gone mainstream and the Kris Jenner / Denise Richards effect SMAS vs. deep plane vs. ponytail lift, explained in plain English The natural stack that actually works BEFORE surgery (the autojuvenation method) When it IS actually time to consider surgery, and when to wait The simple 6-product skincare routine for every midlife woman Clean skincare: what is real, what is marketing fear Sunscreen truth: mineral vs. chemical, and the brands he actually recommends Collagen supplements: the research, the dose, what to look for on the label Red light therapy: does it actually work, and the masks worth the money Botox honestly: the 2025 CDC counterfeit warning and how to stay safe Filler, pillow face, and why we are in the anti-filler era BBL danger: the deadliest cosmetic surgery and how to lower the risk The ONE thing every midlife woman should do this week This is not a product pitch. This is the conversation that gives you control. TIMESTAMPS 00:00 — Facelifts have gone mainstream 18:00 — Simple skincare that actually works 32:00 — Collagen, red light, and what the research says 45:00 — Botox and filler, the honest truth 58:00 — BBL, autojuvenation, and the ONE thing this week Learn More About Dr. Anthony Youn Instagram ➜ https://www.instagram.com/tonyyounmd Website ➜ http://dryoun.com Podcast ➜ The Doctor Youn Show Thank you to our show sponsors: TIMELINE: Timeline is offering 20% off your order of Mitopure! Go to https://timeline.com/NATALIEJILL KION: Kion is offering 20% off your order! Go to https://getkion.com/nataliejill BONCHARGE: Get glowing, younger looking skin with minimal effort or time. Go to http://boncharge.com/ and use code NATALIEJILL to save 15% Free Gifts for being a listener of Midlife Conversations! Mastering the Midlife Midsection Guide: https://theflatbellyguide.com/ Age Optimizing and Supplement Guide: https://ageoptimizer.com Connect with me on social media! Instagram: www.Instagram.com/Nataliejllfit Facebook: www.Facebook.com/Nataliejillfit For advertising inquiries: https://www.category3.ca/ Disclaimer: Information provided in the Midlife Conversations podcast is for informational purposes only. This information is NOT intended as a substitute for the advice provided by your physician or other healthcare professional. Do not use the information provided in this podcast for diagnosing or treating a health problem or disease, or prescribing medication or other treatment. Always speak with your physician or other healthcare professional before making any changes to your current regimen. Information provided in this podcast and the use of any products or services related to this podcast does not create a client-patient relationship between you and the host of Midlife Conversations or you and any doctor or provider interviewed and featured on this show. Information and statements may have not been evaluated by the Food and Drug Administration and are not intended to diagnose, treat, cure, or prevent ANY disease. Advertising Disclosure: Some episodes of Midlife Conversations may be sponsored by products or services discussed during the show. The host may receive compensation for such advertisements or if you purchase products through affiliate links. Opinions expressed about products or services are those of the host and/or guests and do not necessarily reflect the views of any sponsor. Sponsorship does not imply endorsement of any product or service by healthcare professionals featured on this podcast.
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Ben Barber from Franklin Templeton to discuss: investing in municipal bonds, how to think about rising rates, misunderstandings of the munie bond market and more. To learn more about Franklin Templeton's full range of muni bond ETFs, SMAs, and mutual funds, visit franklintempleton.com/munis Find complete show notes on our blogs... Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: https://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. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Learn more about your ad choices. Visit megaphone.fm/adchoices
Everyone is talking about deep plane facelifts, Motiva implants, preservation rhinoplasty, and even cadaver fat injections…but what's real and what's just hype? In this episode, I break down the biggest trends taking over plastic surgery right now, including celebrity facelift speculation, the truth behind deep plane vs. SMAS facelifts, preservation breast augmentation, Motiva implants, and the controversial rise of Alloclay. Topics Discussed: → Is deep plane facelift better than SMAS? → What are Motiva breast implants? → What is preservation rhinoplasty surgery? → Is Alloclay safe for BBL procedures? → What cosmetic surgery trends are growing?
Financial Symmetry: Cluing You In To Financial Opportunities Missed By Most People
Holding a significant portion of your wealth in one or a handful of individual stocks can be both exhilarating and nerve-wracking. While the rewards of watching a single company's meteoric rise can be life-changing, the risks of a lack of diversification are just as great. The problem is that liquidating these positions often means getting hit with daunting tax bills. We walk through practical solutions and the new tools now available to investors seeking diversification without immediate tax consequences. The Real Risk of Concentration It's tempting to simply hang onto a winning stock, postponing taxes until you're in a lower bracket or retired. But over 90% of stocks underperform the market long term. Individual company fortunes can change abruptly—think Enron, Lehman Brothers, or stock collapses from $50 to $0.50. Banking your whole plan on one company's continued success is a risk that can jeopardize even the soundest of financial plans. Taking calculated steps to shift your assets, even if taxes are due eventually, is often essential for long-term stability. Modern Options for Tackling Concentrated Stock Technology and innovation in the investment industry are opening doors once reserved for the ultra-wealthy. Here are four tax-deferral solutions we discuss: 1. Exchange Funds Exchange funds allow investors to pool their highly appreciated stocks with others, resulting in a diversified basket—often 20–30 stocks. You maintain your original cost basis, and after a 7-year lock-up period, you can access a more diversified portfolio. There are usually high entry minimums ($250,000–$500,000) and the investor must be an accredited. It requires a long holding period and comes with added complexity, costs, and delayed K-1 tax forms. At the end, you still owe taxes if you sell, but you've reduced single-stock risk. 2. Section 351 Funds If you hold several different stocks or even ETFs that no longer fit your strategy, Section 351 exchanges allow you to transfer them into a new, broadly diversified fund with tax deferral. This is similar in spirit to a 1031 real estate exchange but designed for securities. This option gives you flexibility, but it only works with publicly traded investments in taxable (not retirement) accounts 3. Separately Managed Accounts (SMAs) SMAs have become popular for allowing greater customization. In an SMA, instead of owning an index fund, you hold the constituent stocks directly—allowing for tax loss harvesting and the exclusion of specific stocks. This offers personalized values-based investing but creates more complex tax reporting and can create complications for you and your CPA. 4. Tax Aware Long/Short Strategies Recently popular but highly complex, these leverage SMAs and add a long/short overlay, aiming to maximize loss harvesting regardless of overall market conditions. This uses leverage and shorting, increasing risk and management costs. It gives greater potential for tax loss harvesting, but introduces tracking error and liquidity constraints. This is best for specific, high-need scenarios. Keep Your Broader Plan in Mind Always return to your broader financial plan. Look at that accumulated stock position in the context of your overall financial plan and everything else that's happening in your goals and life. These tactics are tools, not silver bullets. Sometimes, the simplest (if less glamorous) move—selling, paying taxes, and reinvesting—might be your best decision. Concentrated stock positions can be both an opportunity and a source of anxiety. Before chasing the latest "shiny object," evaluate your situation with the help of an advisor. Find the approach that aligns with your risk, liquidity needs, and long-term goals. Sometimes, boring really is better—for both your taxes and your sleep. Outline of This Episode 00:00 Discussing tax deferral options 03:42 Risks of relying on stocks 09:14 Evaluating stock donation options 12:49 Explaining Section 351 funds 14:29 Using ETFs for tax deferral 18:24 Considering life changes for tax planning 21:57 Evaluating investment advice sources Resources & People Mentioned The Retirement Podcast Network Connect With Chad and Mike https://www.financialsymmetry.com/podcast-archive/ Connect on Twitter @csmithraleigh @TeamFSINC Follow Financial Symmetry on Facebook Subscribe To This Podcast Apple Podcasts Stitcher Google Play
Mike Clarfeld Talks Dividends and Hard Assets on WealthTrack by ClearBridge Investments
A big single-stock win can feel like freedom one day and a tightrope the next. This plan walks through how a family holding ~$15M in NVIDIA shares can turn concentrated success into stable, low-stress wealth—without torching liquidity on taxes.Start with the only question that matters: How much diversified capital is needed to fund a confident lifestyle?Reverse-engineer that number, then use precise tools to reach it, keeping meaningful upside while lowering single-stock risk.What's inside this episode: - Decide your lifestyle floor first: Define the minimum diversified capital required to fund spending needs with confidence.- Complement, don't duplicate: Use separately managed accounts (SMAs) to add what's missing so exposure isn't stacked on top of NVDA, Apple, and Amazon.- Create tax “ammo”: Systematic tax-loss harvesting and long/short SMAs to build a reservoir of losses that can offset gains when trimming the position.- Account coordination, not silos: Asset location that overweights missing exposures—international, small caps, real assets—inside 401(k)/403(b) to hit global targets while cutting tax drag.- Optimize NVIDIA employee benefits: Mega backdoor Roth contributions paired with a generous 401(k) match for higher tax-advantaged compounding.- Thoughtful de-risking: Selective pruning vs. selling everything—manage taxes, sequence risk, and liquidity step by step.- Advanced tools, clear trade-offs: Exchange funds, covered-call overlays for selective income, and charitable gifting of appreciated shares via donor-advised funds.- Portfolio-level management: Make decisions across all accounts, not account-by-account.- Graduate from accumulation to optimization: Shift the focus to risk control, tax efficiency, and reliable cash-flow.Who this helps- NVIDIA employees with RSUs/ESPP and sizable NVDA exposure- Founders and tech execs holding concentrated single-stock positions- Anyone looking to diversify without a massive tax bill and buy long-term peace of mindThe bottom line— fund the lifestyle floor with diversified assets so one ticker never dictates your future, or your mood.--Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Strategy ⬇️Get Started Here.Join the new Root Collective HERE!
The NCO Corps does not need compliant Soldiers. It needs committed warfighters. On this episode of the Your Next Mission® video podcast, 12th Sergeant Major of the Army (R) Jack L. Tilley sits down with 17th Sergeant Major of the Army Michael R. Weimer to break down exactly what turns compliance into commitment and why the difference is the why. Two SMAs. Zero filters. The truth that every Soldier, NCO, Veteran and Military Family needs to hear right now. SMA Weimer said it straight. "You could be really fit, really tough, and still be a one trick leader". And in 2026 that is not enough. The NCO Corps needs Soldiers who are adaptive, curious, continuously learning and committed from the inside out. Not because they have to be. Because they understand why they should be.These two leaders go beyond the manual to discuss merit-based retention, Transforming in Contact, and how the Army is using Artificial Intelligence to update doctrine at light speed. Whether you are an active duty NCO or a Veteran transitioning to civilian life, this is the "No Filter" truth about the state of the force.What you will hear in this episodeWhy SMA Weimer says brilliance at the basics is the only foundation that makes technology lethalHow Transforming in Contact is putting new equipment directly into the hands of Soldiers and taking real time feedback on the spotWhy the Army's new merit-based retention strategy is finally rewarding committed Soldiers instead of treating everyone the sameWhat the journey from compliance to commitment actually looks like across a 20 to 30 year careerWhy adaptability and continuous learning are the most critical skills for the NCO of 2026 and beyondHow Combined Arms Center is using artificial intelligence to update doctrine and training at a speed this Army has never seen beforeWhat SMA Weimer witnessed at minus 20 degrees in Alaska that made him proud of this generation of NCOsWhy the warrior mindset that made you successful in uniform will make you successful the day you take it offThe honest truth about barracks healthcare and food strategy and what Army leadership is doing about it right nowWhy leaders who explain the why are the ones who turn compliant Soldiers into committed war fightersWhat both SMAs say every young Sergeant must master that is completely different from what was required of their generationHow home station training before CTC rotations is transforming readiness across the entire forceWhy you cannot be a one trick leader in today's Army and what that means for your career right nowWhat SMA Weimer means when he says the Army is on a war path to eliminate ridiculous rules so Soldiers can train and fightWhat is the difference between a compliant Soldier and a committed Soldier?How do Army leaders build commitment in their Soldiers?What does SMA Weimer say about NCO leadership in 2026?How do you turn a compliant Soldier into a committed war fighter?What is merit-based retention and how is the Army changing it?How does the Army use artificial intelligence in NCO training today?What is Transforming in Contact and how does it impact Soldiers?What skills does a sergeant need in 2026 that were never required before?How do you build trust with this generation of Soldiers?What is the journey from compliance to commitment in the Army?How is the Army updating doctrine faster using artificial intelligence?What did SMA Weimer say about NCO grit and the next generation?How does home station training prepare Soldiers before CTC rotations?What is Combined Arms Center doing with artificial intelligence right now?What does every battalion Sergeant Major need to be doing before a Soldier reaches their ETS window?How does the warrior mindset translate from military service to civilian life?What is the Army doing about barracks healthcare and food strategy for Soldiers and Families?How do you go from one enlistment to 20 plus years of committed service?
What’s Your Wrinkle®, the plastic surgery show with Dr. Arthur Perry
There are so many different facelifts. SMAS lifts, skin only lifts, deep plane lifts, short scar lifts, S lifts, subperiosteal lifts....and so many more. But which one is better? A landmark paper was just published that punched the biggest hole in the deep plane facelift - you know - the one that those influencers had and paid over $100,000 for... It turns out that, while they didn't waste all of their money, they could have had a more traditional 2 layered SMAS facelift by virtually any well trained artistic board certified plastic surgeon in the US, and saved enough money to purchase a small boat! Tune in to this show to learn why the deep plane facelift isn't all it is cracked up to be....
SMAs are booming inside the financial advice sector: But if they are so terrific, then why is regulator ASIC asking so many probing questions around fees and conflicts of interest?Nathan Fradley of Fradley Advice joins Associate Editor, James Kirby in this episode. In today's show, we cover... The good, bad and potentially ugly side of the SMA boom Will SMSFs get a fair deal in the new Compo scheme of last resort Reward points and super funds- a marriage made in the marketing department Why are financial advice fees not coming down if AI cuts costs? See omnystudio.com/listener for privacy information.
Q&A HighlightsHow does a 4-fund portfolio compare to a 10-fund portfolio?What is the best way to invest for a child's future?Is it too late to use a diversified strategy like the 10-fund portfolio at age 50?Can I create and test my own custom portfolio using your tools?How should I invest during periods of inflation or uncertainty?What are some recommended fund options available at Schwab?Is a portfolio combining large-cap value and small-cap blend a good approach?Are there good alternatives to intermediate-term bonds?Who are some trustworthy voices in personal finance and investing?What is your opinion on separately managed accounts (SMAs)?Key TakeawayLong-term investment success is driven by asset allocation, discipline, and consistency—not complexity. A simple, well-structured portfolio that you can maintain through market cycles is often the most effective approach.Listen to the individual questions here.
Energy analyst Adam Meyers compares the current Iran conflict with past Persian Gulf oil shocks, highlighting the likely role of U.S. oil and LNG producers going forward.
A board-certified facial plastic surgeon pulls back the curtain on modern aesthetics with beauty and wellness tips that cut through viral trends and explain what helps your skin age well. In this episode, Amy Sherman talks with Dr. Ruslan Zhuravsky about skincare tips, beauty tips, and the difference between thoughtful maintenance and chasing a look that was never meant for your face.You'll hear beauty and wellness tips on daily routines, sun protection, and realistic skincare product recommendations and beauty product recommendations that support long-term skin health. Dr. Ruslan explains how microneedling, growth factors, exosomes, and PDRN fit into a modern treatment plan and why laser skin resurfacing can help with texture and tone, though it does not solve every concern.The conversation also covers Botox, filler, and Sculptra, including when they work well and when they are used for the wrong problem. If you've ever wondered why some results look natural while others look overdone, this episode makes that easier to understand.Amy and Dr. Ruslan also break down facial plastic surgery options like a facelift, SMAS facelift, and deep plane facelift so listeners can better understand what these procedures actually do. These beauty and wellness tips give listeners a clearer way to evaluate treatments, products, and aesthetic decisions before committing to anything.Episode Breakdown:00:00 Natural Aesthetics and Wellness Beauty Tips That Actually Matter04:19 How to Age Well With Smarter Skincare Tips and Daily Habits10:19 Microneedling, Exosomes, PDRN, and Growth Factors for Skin Rejuvenation17:59 Laser Skin Resurfacing Explained Including CO2, Erbium, BBL, and Moxi26:07 Botox, Filler, and Sculptra for Volume Loss vs Sagging Skin27:17 Facelift Options Explained Including SMAS Lift and Deep Plane Facelift43:38 Liquid Rhinoplasty, Nose Job Myths, and Procedure Risks49:54 2026 Aesthetic Trends, Prevention, and Better Beauty DecisionsConnect with Dr. Ruslan Zhuravsky:Follow Dr. Ruslan on InstagramVisit the Z Face Plastic Surgery websiteFor More on this Episode: Read the full show notes here
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Erkko Etula, CEO and Chief Investment Officer of Brooklyn Investment Group, to discuss tax advantaged long/short SMAs. Find complete show notes on our blogs... Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: https://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. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Learn more about your ad choices. Visit megaphone.fm/adchoices
Technology analyst Dalya Hahn provides an overview of the semiconductor industry and where she sees AI and supply driven stock opportunities.
On this week's Please Keep My Anonymous Chris and Rosie are joined by comedy giant and Strictly star, Chris McCausland! The trio discuss Chris's tour Yonks, remembering old material, the early noughties sitcom Coupling, the love of Pizza and why Chris could never be on I'm a Celebrity! Chris McCausland also shares a PKMA from one of you lovely SMAS. To get tickets to Chris McCausland's tour visit chrismccausland.com/tour To buy Chris's book visit Chris McCausland - Keep Laughing If you want to get involved and have your stories and voice notes included on the podcast then get in touch!
GuestEric Metz, Chief Investment Officer & Head of SpiderRock Advisors Fully Owned Subsidiary of BlackRock's approximately $250B SMA platformBioEric Metz, CFA, Managing Director, is the Chief Investment Officer and Head of SpiderRock Advisors. SRA, acquired by BlackRock in May 2024, delivers customized derivatives strategies and solutions, via SMAs, to nearly all client segments of BlackRock. He oversees all SRA's investment strategies and is responsible for the commercialization of the vertically integrated business unit within US Wealth Advisory. Mr. Metz is a memberof BlackRock's USWA Executive Committee.Prior to the BlackRock acquisition, Mr. Metz was a Co-Founder of SpiderRock Advisors, and led both the business and investment team, as President & CIO, since its inception in 2015, and throughout the BlackRock strategic partnership in 2021.Preceding SRA, Mr. Metz was the Derivatives Strategist and Portfolio Manager at RiverNorth Capital Management, managing both mutual fund and hedge fund assets. He began his career with the Chicago Trading Company on the floors of the Chicago Mercantile Exchange (CME) and the Chicago Board Options Exchange (CBOE). After the trading floors, he was a senior trader and partner at both Ronin Capital and Bengal Capital, proprietary trading firms specializing in volatility arbitrage. Mr. Metz graduated, Magna Cum Laude, from the University of Michigan with a B.S.E. in Industrial and Operations Engineering. He earned his M.S.E., with honors, in Industrial and Operational Engineering, and was enrolled in the program's PhD program. Mr. Metz is a CFA Charterholder, a member of the CFA Institute, the CFA Society of Chicago and a member of YPO's Chicago based Windy City Chapter.
Confused about JAWS screen reader pricing, subscriptions, and SMAs in 2026? Steven Scott, Shaun Preece, and guest expert Matthew Horspool break down what Vispero's new licensing changes mean for blind users in the UK, US, and beyond. In this episode of Double Tap, the team dives deep into the JAWS 2026 licensing shake-up. Matthew Horspool returns to clarify confusing updates around subscription models, perpetual licences, and SMAs (Software Maintenance Agreements). Real listener emails spark discussion about costs, AI features, and how changes impact home and workplace users.Topics include: Why JAWS pricing feels unfair for some home users The difference between perpetual licences and subscriptions Access to AI features like Page Explorer and Picture Smart How licensing works in the UK vs the US Whether NVDA and Narrator are better options for some users Listener frustrations, creative suggestions, and Vispero's future The conversation highlights real-world frustrations, alternative solutions like NVDA, and the importance of balancing innovation with affordability for blind users worldwide. Relevant LinksVispero JAWS: https://www.freedomscientific.com/products/software/jaws/NVDA (NonVisual Desktop Access): https://www.nvaccess.org/ Find Double Tap online: YouTube, Double Tap Website---Follow on:YouTube: https://www.doubletaponair.com/youtubeX (formerly Twitter): https://www.doubletaponair.com/xInstagram: https://www.doubletaponair.com/instagramTikTok: https://www.doubletaponair.com/tiktokThreads: https://www.doubletaponair.com/threadsFacebook: https://www.doubletaponair.com/facebookLinkedIn: https://www.doubletaponair.com/linkedin Subscribe to the Podcast:Apple: https://www.doubletaponair.com/appleSpotify: https://www.doubletaponair.com/spotifyRSS: https://www.doubletaponair.com/podcastiHeadRadio: https://www.doubletaponair.com/iheart About Double TapHosted by the insightful duo, Steven Scott and Shaun Preece, Double Tap is a treasure trove of information for anyone who's blind or partially sighted and has a passion for tech. Steven and Shaun not only demystify tech, but they also regularly feature interviews and welcome guests from the community, fostering an interactive and engaging environment. Tune in every day of the week, and you'll discover how technology can seamlessly integrate into your life, enhancing daily tasks and experiences, even if your sight is limited. "Double Tap" is a registered trademark of Double Tap Productions Inc. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The SMAs asked and we delivered! On this special episode, Chris and Rosie sit down with Sandra and Kate (separately) and get their thoughts on the festive season! They discuss Christmas trees, memories, songs and movies! They even have a festive Please Keep Me Anonymous to read. So, enjoy this special ep with the extended SMA family and have a very Merry Christmas! Email the podcast at shaggedmarriedannoyed@gmail.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
In this industry, everyone talks about innovation. But innovation rarely starts in a conference room. It starts when a client hits a wall. When they're overwhelmed, under pressure, or staring at an opportunity they can't quite reach alone.That's where Ultimus Fund Solutions steps in. This team doesn't just throw tech at the problem. They roll up their sleeves, pick up the phone, and build real solutions, side by side with their clients.In this episode, you'll hear what that actually looks like:A multi-billion-dollar RIA streamlining 400+ SMAs and mutual funds into a single ETF that's now at $1.2B and climbingA $20B alternatives manager slashing launch time nearly in half with Ultimus GatewayA private credit strategy that didn't exist until Amanda's team built it, piece by pieceA middle office crew turning “random one-off asks” into a well-oiled machineA data team translating challenging requests into crystal-clear, decision-ready KPIsIf you've ever wondered what a true partnership feels like in financial services, this is your peek behind the curtain.More About Ultimus:Ultimus Fund Solutions delivers fund servicing, middle and back office support, and one-of-a-kind solutions across ETFs, mutual funds, private funds, and alternatives, with real people who actually listen, collaborate, and deliver.Learn more at billiondollarbackstory.com/ultimus
What Are The Odds, What's The Year My Friend, Late To The Party, E&SMas, Partner Patrol and The Timewaster!See omnystudio.com/listener for privacy information.
You don't have time to sift through endless financial content. That's why I do it for you. Get my top 5 must-read articles every week in a quick, easy-to-digest email. Sign up for my newsletter. ----- Dimensional Fund Advisors' Marlena Lee joins Peter to unpack the SEC's share class exemptive relief—the change that lets one portfolio be offered as both a mutual fund and an ETF. Listen now and learn: ► Why one portfolio offered as both an ETF and a mutual fund is a game changer for investors ► How the cash-vs-basket plumbing drives taxes and who ends up with capital gains distributions ► Simple rules of thumb for choosing ETF or mutual fund when fees and tax efficiency are similar ► What to watch as managers add ETF share classes Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions. (00:00) Introduction (03:18) Why "share class exemptive relief" matters (and why investors should care) (05:37) How mutual funds and ETFs handle your money—and why that changes your taxes (10:26) Why the SEC's "exemptive relief" is a big deal: one portfolio, two doors—and better tax control (16:59) ETF vs. Mutual Fund: When Costs and Taxes Converge, Let Trading Style Decide (23:30) Not every fund should add an ETF share class—and why scale and long track records matter (33:34) SMAs vs. funds: when direct ownership adds real value Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com) Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this "post" (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see disclosures here.
Tax-managed equity has evolved beyond the traditional long-only playbook. By adding selective shorts and leverage, 130/30 active extension strategies aim to unlock higher alpha while maintaining market-level beta—plus potentially meaningful after-tax benefits through disciplined loss harvesting. Where can this approach fit in portfolios today? On this episode of Disruptive Forces, host Anu Rajakumar speaks with Ray Carroll, CIO of Neuberger Berman's Breton Hill quantitative investing team, and Jacob Greene, Head Strategist for Custom Direct Investing, to demystify 130/30 tax-managed portfolios and where they work best—from diversifying single-stock concentrations to preparing for large taxable events, with global considerations beyond the U.S. This communication is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Neuberger Berman is not providing this material in a fiduciary capacity and has a financial interest in the sale of its products and services. Investment decisions should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Neuberger Berman products and services may not be available in all jurisdictions or to all client types. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. The firm, its employees and advisory accounts may hold positions of any companies discussed. This material may include estimates, outlooks, projections and other "forward-looking statements." Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed. Investing entails risks, including possible loss of principal. Indexes are unmanaged and are not available for direct investment. Past performance is no guarantee of future results. This material is being issued on a limited basis through various global subsidiaries and affiliates of Neuberger Berman Group LLC. Please visit www.nb.com/disclosure-global-communications for the specific entities and jurisdictional limitations and restrictions. The "Neuberger Berman" name and logo are registered service marks of Neuberger Berman Group LLC. © 2025 Neuberger Berman Group LLC. All rights reserved.
This week, Rosie and Chris are joined by the one and only Olly Murs who brings his trademark energy and cheekiness! Expect a deep dive into everything from being a dad to two under two, doing karaoke with Mark Wright and how his family and friends will always keep him grounded. All of this plus a brilliant 'Please Keep Me Anonymous' from one of you lovely SMAS! If you would like your story to be read out by a special guest, email the podcast shaggedmarriedannoyed@gmail.com Olly's new Album ‘Knees Up' is out on November 21st You can catch Olly Murs and Mark Wright each Saturday morning on their Heart Radio Breakfast show. Learn more about your ad choices. Visit podcastchoices.com/adchoices
I am honored to connect with board-certified plastic surgeon, Dr. Berry Fairchild, today. Dr. Fairchild blends surgical precision with artistry to create natural, lasting results. Known for her expertise in facial aesthetics and complex breast surgery, she is also deeply committed to philanthropy and ongoing international surgical missions. In our discussion, we explore how societal expectations shape how women perceive themselves, the complex process of facial aging, and the benefits of a healthy lifestyle in supporting these changes. Dr. Fairchild highlights the essential elements of effective skin care, including hydration and sunscreen, and the use of retinoids, lasers, microneedling, neuromodulators, hyaluronic acid, fillers, and fat transfers, diving into the role of surgery and the value of conversations around various facial and body procedures. She also shares strategies for optimizing post-surgical recovery and how philanthropy has shaped both her personal and professional journeys. Stay tuned for a truly enlightening conversation with Dr. Berry Fairchild, who is caring and open-minded about listeners' questions regarding the aging process and ways to address an aging face and body. IN THIS EPISODE, YOU WILL LEARN: Facial aging actually starts deep below the skin How losing even a small amount of weight can alter your facial appearance Why surgical decisions must always be individualized The positioning of the eyebrows and the upper eyelid skin can help determine facial expression. Why you could still consider surgical improvements even after you have had previous eyelid surgery Deep-plane vs. SMAS-based facelifts Importance of choosing a plastic surgeon with proven expertise and proper credentials Some surgeries, like breast reductions, go beyond cosmetic value to relieve pain. Preparing yourself before having surgery for a faster and smoother recovery Connect with Cynthia Thurlow Follow on X, Instagram & LinkedIn Check out Cynthia's website Submit your questions to support@cynthiathurlow.com Connect with Dr. Berry Fairchild On Instagram TikTok
Andreas Steno Larsen and Mikkel Rosenvold of Steno Research unpack the renewed tariff talks with China and Canada, fresh inflation data shaking market expectations, and the other key macro forces impacting your portfolio decisions.
Andreas Steno and Mikkel Rosenvold of Steno Research start our week by examining the latest macro news and trends moving global markets.
This week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, is joined by Zeneca, founder of ZenAcademy and author of the Letters from a Zeneca newsletter. They discuss the biggest narratives and themes driving cryptocurrencies right now, including the crypto's underperformance, Aster's battle with Hyperliquid, CZ's bets, the launch of Plasma mainnet and XPL, Naver's acquisition of South Korea exchange Upbit, Polymarket and Kalshi's future as the predictions platform feature on "South Park," and much more. Recorded in the early morning ET on September 26, 2025.
Last week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, is joined by JPEG enthusiast (as he calls himself) gmoney. They discuss the biggest narratives and themes driving cryptocurrencies right now, including the Federal Reserve' interest rate cut, BNB and HYPE rallies, Base exploring issuing a token, new crypto ETFs, and much more.
Andreas Steno and Mikkel Rosenvold of Steno Research are back to break down the biggest news and trends driving global markets.
It's the last Bumper Summer Best of 2025 an we have saved some of the most weird and wonderful QFTP's for all you Smas and Das! Throwback to The Twits, The Depositor and that time a bird shat in Rosie's mouth! We hope you've all had a great summer. Keep an eye on the SMA feed for more exciting additional content coming your way very soon! Learn more about your ad choices. Visit podcastchoices.com/adchoices
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