Podcasts about wealth advisors

It's a Mesirow Monday! Every week, a specialist from Mesirow Wealth Management joins Jon Hansen to discuss a different financial topic. This week, Gary Pattengale, Advanced Planning Specialist and Wealth Advisor at Mesirow, joins Jon to discuss his background as a CPA and how he approaches wealth advising. For more information, visit www.mesirow.com or call […]

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about the good job report, what is driving the market today, the dustup between President Trump and Elon Musk, the outlook for Tesla (and EV’s in general) moving forward, the fantastic run that gold has had recently, what he thinks of Fed policy, […]

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about the good job report, what is driving the market today, the dustup between President Trump and Elon Musk, the outlook for Tesla (and EV’s in general) moving forward, the fantastic run that gold has had recently, what he thinks of Fed policy, […]

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about the good job report, what is driving the market today, the dustup between President Trump and Elon Musk, the outlook for Tesla (and EV’s in general) moving forward, the fantastic run that gold has had recently, what he thinks of Fed policy, […]

Segment 1: Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about the good job report, what is driving the market today, the dustup between President Trump and Elon Musk, the outlook for Tesla (and EV’s in general) moving forward, the fantastic run that gold has had recently, what he thinks of […]

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins Jon Hansen on Your Money Matters to discuss how the tariffs are affecting the market, making data-driven decisions, and diversifying your portfolio. For more information, go to GetRetiredStayRetired.com.

Some younger folks desire conversations about money with their parents, but some parents may consider that discussion best avoided. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss many potential benefits of an ongoing intergenerational dialog about money. Early and frank discussions about money may help set a positive tone for a young person's future financial success. Listening Time: 29 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.

It’s a Mesirow Monday! Gary Pattengale, Advanced Planning Specialist and Wealth Advisor at Mesirow, joins Jon Hansen on Your Money Matters. The two discuss having a Roth investment account, when it makes sense to add money into your accounts, and moving money from IRAs.For more information, visit www.mesirow.com or call 877 Mesirow.

IANR 2522 053125 Line Up4-6pm INTERVIEWS (Guest Host Sridhar Kotha in for Sanchali)Here's the guest line-up for Sat, May 31, 2025 from 4 to 6pm CST on Indo American News Radio, a production of Indo American News (www.IndoAmerican-News.com). We are on 98.7 FM and you can also listen on the masalaradio app.By Monday, hear the recorded show on Podcast uploaded on Spotify, Apple Podcasts, Pocket Casts, Radio Public and Breaker. We have 6 years of Podcasts and have had thousands of hits.TO SUPPORT THE SHOW, SELECT FOLLOW ON OUR FREE PODCAST CHANNEL AND YOU'LL BE NOTIFIED OF NEW UPDATES.4:20 pm Attorney Sonia Rash had been in private practice for 17 years dedicating herself to working for civil rights, personal injury and complex litigation before her community activism led her to run for election to Ft Bend Justice of the Peace, Precinct 3. She won the seat In November 2022 and became the first Zoroastrian to run in a general election for office in the State of Texas. She is seeking reelection next year and talks to us about her experience as a JOP and her platform plans for winning the primary in March next year.4:50 pm The Meenakshi Temple Society in Pearland has gone through a major transformation in the past few years, mainly through a very active executive board that has reached out to the community with unique events. A new initiative - the Hindu Youth Leadership Convention - will be held on June 14 to reach NextGen Hindu youth and groom them for leadership positions. To tell us more about it is convention coordinator P.T. Satheesh Kumar who calls in with details..5:20 pm With most of us living in the fast lane of work, family obligations and social networks, very few take the time to see how their investments are doing and even fewer have the necessary skill sets to do a good job in making their wealth work for them. With tariffs creating havoc in the financial markets, there is even more uncertainty to deal with. We are joined by frequent guest, Private Wealth Advisor Supal Vora, CEO of Navina Wealth, to explain how to segregate your savings to short, medium and long-term investments and how that will save you taxes in the long run.Also stay tuned in for news roundup, views, sports and movie reviews.      TO BE FEATURED ON THE SHOW, OR TO ADVERTISE, PLEASE CONTACT US AT 713-789-NEWS or 6397 or at indoamericannews@yahoo.comPlease pick up the print edition of Indo American News which is available all across town at grocery stores. Also visit our website indoamerican-news.com which gets 90,000+ hits to track all current stories.And remember to visit our digital archives from over 17 years. Plus, our entire 44 years of hard copy archives are available in the Fondren Library at Rice University.

Elke Brink – Director & Wealth Advisor at PSG Wealth R21 spoke to Clarence Ford on Trump, tariffs & uncertain markets – and other reflections from the 2025 PSG Financial Services’ Conference. Views and News with Clarence Ford is the mid-morning show on CapeTalk. This 3-hour long programme shares and reflects a broad array of perspectives. It is inspirational, passionate and positive. Host Clarence Ford’s gentle curiosity and dapper demeanour leave listeners feeling motivated and empowered. Known for his love of jazz and golf, Clarrie covers a range of themes including relationships, heritage and philosophy. Popular segments include Barbs’ Wire at 9:30am (Mon-Thurs) and The Naked Scientist at 9:30 on Fridays. Thank you for listening to a podcast from Views & News with Clarence Ford Listen live on Primedia+ weekdays between 09:00 and 12:00 (SA Time) to Views and News with Clarence Ford broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/erjiQj2 or find all the catch-up podcasts here https://buff.ly/BdpaXRn Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.In this episode of Digging In, host John Savarino chats with Planning Advisor Alex Allegro about his exciting new roles at Rooted Wealth Advisors and what this evolution means for the clients we serve.They cover:• Alex's expanded responsibilities and leadership within the firm• How professional growth translates to deeper client relationships• The ongoing commitment to care, clarity, and confidence in every financial planGet a closer look at the heart behind our team and how we continue to grow—without losing sight of what matters most: you.

Volatile markets can rattle even the most experienced investor, but sometimes adversity can bring opportunity. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss helpful strategies to consider during a market downturn and times of stock market volatility. Listening Time: 23 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.

After you listen:Learn about the wealth and investment management solutions Schwab offers to help you pursue your goals confidently.Listen to Schwab's newest podcast, Invested in the Game, featuring true stories of people who are driving the game of golf forward.In this episode of Financial Decoder, host Mark Riepe is joined by Stephanie Shadel, a senior wealth advisor at Schwab, to examine the scope of an investor's communication with their financial advisor. She emphasizes the importance of understanding clients' financial situations, building trust, and maintaining open communication. Throughout their discussion, they cover both the data-driven and emotional aspects of portfolio managment, offering insights into strengthening the dynamic with a professional advisor.Financial Decoder is an original podcast from Charles Schwab. For more on the series, visit schwab.com/FinancialDecoder. If you enjoy the show, please leave us a rating or review on Apple Podcasts.Reach out to Mark on X @MarkRiepe with your thoughts on the show.Follow Financial Decoder on Spotify to comment on episodes.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve. Investing involves risk, including loss of principal.​Diversification and asset allocation strategies do not ensure a profit and cannot protect against losses in a declining market.Past performance is no guarantee of future results, and the opinions presented cannot be viewed as an indicator of future performance.Schwab does not recommend the use of technical analysis as a sole means of investment research.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. ​Neither the tax-loss harvesting strategy, nor any discussion herein, is intended as tax advice and Charles Schwab & Co. does not represent that any particular tax consequences will be obtained. Tax-loss harvesting involves certain risks including unintended tax implications. Investors should consult with their tax advisors and refer to the Internal Revenue Service (IRS) website at www.irs.gov about the consequences of tax-loss harvesting.Schwab Wealth Advisory™ ("SWA") is a non‐discretionary investment advisory program sponsored by Charles Schwab & Co., Inc. ("Schwab"). Schwab Wealth Advisory, Inc. ("SWAI") is a Registered Investment Adviser and provides portfolio management for the SWA program. Schwab and SWAI are affiliates and are subsidiaries of The Charles Schwab Corporation.Portfolio Management provided by Schwab Wealth Advisory, Inc., a Registered Investment Adviser and affiliate of Charles Schwab & Co., Inc. (Schwab). Please read the Schwab Wealth Advisory and the Schwab Wealth Advisory, Inc. Disclosure Brochures for information and disclosures about this program. The Wealth Advisor, Associate Wealth Advisor, and other representatives making investment recommendations in your Schwab Wealth Advisory accounts are employees of Schwab Wealth Advisory, Inc.The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.(0525-03FK)

Send us an email @ info@parentcoachesunleashed.com Abbey Henderson, CEO, Wealth Advisor & Coach at Abaris Financial Group, connects resources with aspirations to help clients realize their objectives and establish lasting legacies. Her background includes degrees from Dartmouth, Boston University, and Boston College. Transitioning from accounting, she established Abaris Financial Group in 2001, integrating financial acumen with life coaching. Abbey holds CFP, CAP, and AEP certifications.This episode features Abbey's expert coaching tips for parents navigating their high schoolers' first jobs or college grads' post-dorm life, offering actionable advice and reassurance on raising financially literate young adults.Together, they explore candid family money conversations, how technology (like Apple Pay and DoorDash) impacts kids' money habits, and how to balance financial support with letting teens learn from manageable mistakes. If you ever wondered whether to send your child to an out-of-state school, or how to help them build credit responsibly, this is the episode for you.TakeawaysStart money conversations earlyPrioritize giving kids hands-on experience with budgetingDon't sacrifice your own retirement for college costsTimestamps00:00 "Discussing Financial Literacy for Grads"04:35 From Tax to Financial Planning09:43 Teaching Kids Financial Trade-offs11:57 Kids and Cashless Transactions16:37 Early Financial Habits for Kids18:29 Navigating Economic Peer Pressure23:26 Financial Planning Strategy: Incremental Investments26:34 "Prioritize Retirement Over College Funding"28:13 "Untrained Financial Conversations"33:21 Engaging Kids in Financial Learning34:42 Parental Relationship Dynamics

Wondering how to break into financial planning and build a long-term career in the field? Victor Colella, Wealth Advisor, and Courtney Cubbin, Senior Financial Advisor, at Woodward Financial Advisors both join the show today to share how they entered the profession, found mentorship, and steadily advanced their careers from the ground up. Listen in as Courtney explains how her love for numbers and working with people led her to an internship, her role at Woodward, and the challenges she overcame to advance, while Victor recounts how his father's career inspired him to transition from consulting and insurance sales to joining an RIA. You'll learn how they navigated career decisions, as well as valuable insights on building confidence, professional development, and more. You can find show notes and more information by clicking here: https://bit.ly/432kAXu

2026 FIFA World Cup games are coming to Philadelphia. Many civic-focused events, with long-lasting benefits to the region, are in the planning stages throughout the Philadelphia area. Charitable contributions to 501(c) (3) non-profit agencies help make many of these events possible. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They speak with Brian Esposito, Chief Revenue Officer at FIFA World Cup 26 Philadelphia. Brian details the events and their financial impact on the greater Philadelphia region. John and Jason discuss the tax advantaged benefits you may receive by making charitable donations to non-profit organizations. Listening Time: 20 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.

Tax loss harvesting is a common topic in investor conversations when looking for tax reductions. Who can utilize this strategy? How does it work? We will cover all those questions and more! Harry Figgie, Partner & Wealth Advisor at Greenwich Wealth Management joins Cassidy Clement to discuss.

Mike Dever, Founder of Brandywine Asset Management talks with Patricia Godwin, Senior Vice President and Wealth Advisor at Coral Gables Trust to investigate and learn all about trusts and how they work. Mike talks about investing with emphasis on downside … Continue reading → The post Money Matters TV 25-12 Godwin appeared first on Money Matters TV.

There are ways for you to gain a better understanding of your views about money and wealth, and the influences that may have helped shape those views. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the benefits of financial therapy as part of the financial planning process and how it has become its own niche practice. Listening Time: 20 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.

Craig Bolanos, Co-Founder and Wealth Advisor at VestGen Wealth Partner, joins Jon Hansen to discuss the latest ruling from the Federal Reserve not lowering interest rates. Bolanos thinks that despite the improvement on inflation, there is still some hesitancy to cut the interest rates until there is still more economic stability.

Episode 093: Terry Parham Jr is the Co-Founder, Wealth Advisor, CFO, and CCO at Innovative Wealth Building. Terry joined the financial services industry in 2011 and has held positions as a Financial Planner, Corporate Trainer, and District Manager. This week, Kyle talks with Terry about the power of referrals and how having a structured approach can lead to exponential growth. Terry shares his strategy, which combines confidence and competence to generate consistent client introductions. They also explore how technology transforms client engagement, onboarding, and financial planning. In this episode: (00:00) - Intro (02:19) - Terry's money moment (04:42) - The role of psychology in Terry's career (06:01) - Why being an educator is crucial to being a financial advisor (12:21) - Terry's strategy for a "one-of-one" client experience (14:14) - The motivation behind becoming a content creator (15:54) - The importance of communicating via any medium (17:51) - Terry's strategies for simplifying financial concepts (21:24) - How Terry built a referral system from scratch (27:51) - How technology makes IWB a better firm (31:06) - The future of financial advice (33:19) - Terry's Milemarker Minute Key Takeaways Confidence and competence play a key role in gaining client referrals. Asking for referrals in a way that aligns with your personality increases effectiveness. Creating a streamlined process makes it easy for clients to introduce new prospects. Leveraging technology enhances efficiency, from onboarding to financial health assessments. Quotes "Educating is like teaching someone how to fish so they can feed themselves and their family forever." ~ Terry Parham Jr "The biggest thing I learned about getting referrals is that you have to provide value." ~ Terry Parham Jr "By getting referrals from your new clients and then getting referrals from those new clients, you have an unlimited stream of people you can help if you just systematize the process and follow the process." ~ Terry Parham Jr Links  Terry Parham Jr on LinkedIn Innovative Wealth Building Kitces Marketing Summit Kennah Parham Tyler Chavel Coy Baldwin Carman Kubanda Warren Brooks Jennifer Hill fpPathfinder Holistiplan The American College of Financial Services Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

If you've ever thought, “I don't love my current job,” or started imagining a long-term shift into something new, this episode is for you. Tim Clairmont MSFS™, LACP™, Wealth Advisor, and Tyler Andrews CFP®, Wealth Advisor, walk through practical financial questions you should ask yourself before jumping into a career transition.

If you've ever thought, “I don't love my current job,” or started imagining a long-term shift into something new, this episode is for you. Tim Clairmont MSFS™, LACP™, Wealth Advisor, and Tyler Andrews CFP®, Wealth Advisor, walk through practical financial questions you should ask yourself before jumping into a career transition.  

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about why the markets are dipping a bit today, the latest on President Trump’s trade deals, the roller coaster the market has been on since President Trump announced his tariff plan, why now is a good time to reevaluate your retirement plan, […]

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about why the markets are dipping a bit today, the latest on President Trump’s trade deals, the roller coaster the market has been on since President Trump announced his tariff plan, why now is a good time to reevaluate your retirement plan, […]

Segment 1: Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about why the markets are dipping a bit today, the latest on President Trump’s trade deals, the roller coaster the market has been on since President Trump announced his tariff plan, why now is a good time to reevaluate your retirement […]

For some families, retirement planning has taken a backseat to things such as the cost of raising children, putting them through college, paying for weddings, and the like. But, if you haven't yet started saving for your retired years, it may not be too late. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss strategies to help late starters with retirement planning. Listening Time: 22 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.

Welcome back, Self Made Nation! In this episode, I reconnect with Brock Murray, co-founder of seoplus+, to explore a topic that's fast becoming essential to business exit strategy: how to identify, measure, and maximize the value of your digital assets.   Brock shares how seoplus+ developed a proprietary Digital Asset Valuation program designed to help business owners understand the true value of their online presence - think websites, social media, ad accounts, email lists, and more.    Why does it matter?  Because overlooking these digital touchpoints can impact your exit multiple in ways most entrepreneurs don't anticipate.   Together, we walk through real-world M&A scenarios where missing domains, poor redirect strategy, or underappreciated traffic cost companies real dollars post-sale. Whether you're planning an exit in 12 months or 5 years, my conversation with Brock will help you make smarter decisions - starting now.   Episode Highlights  

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.

I sat down in person at the IFA (International Franchise Association) with my friend and fraternity brother Dan Axelrod, VP and Wealth Advisor at Bernstein Private Wealth Management.Dan works with franchisees, franchisors, and business owners on pre- and post-transaction planning to protect their wealth when they exit—and today, he's giving YOU the same insider tips he shares with multimillion-dollar clients.✅ How do you avoid paying more to Uncle Sam than necessary?✅ What are the biggest mistakes business owners make when selling?✅ How do you build your dream team to secure your financial future?

In this episode, Tiffany Grant sits down with Mark Miller, who manages the prestigious Hilton Family Office, to demystify the concept of a “family office.” Mark shares the fascinating origins of family offices, explains how they serve ultra-wealthy families, and reveals how his firm is bringing these powerful wealth-building strategies to “Main Street” investors. Whether you're curious about behind-the-scenes money management for the rich or looking for new ways to coordinate your own financial team, you won't want to miss this insightful conversation.Check out the full episode show notes: https://moneytalkwitht.com/podcast-show-notes/family-offices-wealth-management/TakeawaysA family office is a centralized management structure that helps wealthy families manage their finances more efficiently. The Rockefeller family pioneered the family office concept back in the 1890s to deal with their financial chaos. Today, family offices are evolving into virtual models, enabling multiple families to collaborate on wealth management strategies. Hilton Tax and Wealth Advisors aim to bring family office strategies to Main Street investors, making advanced wealth management accessible to more people. Effective wealth management requires advisors to communicate and collaborate, which is a major advantage of the family office structure. By integrating financial advisors under one roof, families can maximize their wealth-building potential and minimize conflicts in advice.Resources MentionedHilton Wealth: hiltonwealth.comRequest a complimentary copy of Mark Miller's book: Hilton Wealth – How to Invest Like an American DynastyConnect with TiffanyWebsite: moneytalkwitht.comSocial Media: @moneytalkwitht on all platformsNew episodes every Thursday!Can't wait? Listen to previous episodes and dive deeper at moneytalkwitht.com

In today's tight labor market, many folks find themselves dealing with a job change. It could be a voluntary move or an unexpected occurrence. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the importance of good financial guidance related to a job change. Factors that require consideration may include salary, benefits, insurance and more. Listening Time: 26 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.

Planning for retirement can feel overwhelming, but it doesn't have to be. In this episode of Your Money. Your Mission., host Kelly Mould joins Greg King, VP Wealth Advisor, to break down the essential steps to becoming retirement ready. Greg offers valuable insights into the what, why, when and how of retirement planning. Whether you're just starting your career or approaching retirement, this episode provides actionable advice to help you navigate each step with confidence. For more tips, please download our Retirement Readiness guide to learn how to make informed, forward-focused decisions to ensure a smooth transition into retirement.