Podcasts about wealth advisors

WE Alliance Wealth Advisors if founded on the belief that an integrated Family Office style approach to wealth planning is the best way to protect and maximize the wealth client families work so hard to accumulate. Combine powerful proactive tax strategies, a powerful system of investing called Defined Outcome Investing, and a Family Centered approach to estate planning to deliver uncommon results while reducing risk for each client family. Founder Terry Wheeler's book “Laugh When the Market Crashes” is a must read book outlining this investment approach.The firm and its founder traces its roots back over 35 years with its origins beginning at Dean Witter Reynolds. In the 1990s the founder added a law degree focused on tax and estate planning advocacy. The integrated wealth, tax, and estate planning approach now truly sets them apart in a crowded financial planning space.Learn more: https://weriaadvisors.com/Buy the book at www.LaughWhenTheMarketCrashes.comAdvisor Coaching at www.StrategicWealthLegal.comAny opinions, projections, or forward-looking statements expressed herein are solely those of the author, may differ from the views or opinions expressed by WE Alliance Wealth Advisors, and are only for general informational purposes as of the date indicated.All investments involve risk; please consult with a financial advisor prior to investing.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-terry-wheeler-founder-ceo-of-we-alliance-wealth-advisors-discussing-the-estate-planning-blind-spot

WE Alliance Wealth Advisors if founded on the belief that an integrated Family Office style approach to wealth planning is the best way to protect and maximize the wealth client families work so hard to accumulate. Combine powerful proactive tax strategies, a powerful system of investing called Defined Outcome Investing, and a Family Centered approach to estate planning to deliver uncommon results while reducing risk for each client family. Founder Terry Wheeler's book “Laugh When the Market Crashes” is a must read book outlining this investment approach.The firm and its founder traces its roots back over 35 years with its origins beginning at Dean Witter Reynolds. In the 1990s the founder added a law degree focused on tax and estate planning advocacy. The integrated wealth, tax, and estate planning approach now truly sets them apart in a crowded financial planning space.Learn more: https://weriaadvisors.com/Buy the book at www.LaughWhenTheMarketCrashes.comAdvisor Coaching at www.StrategicWealthLegal.comAny opinions, projections, or forward-looking statements expressed herein are solely those of the author, may differ from the views or opinions expressed by WE Alliance Wealth Advisors, and are only for general informational purposes as of the date indicated.All investments involve risk; please consult with a financial advisor prior to investing.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-terry-wheeler-founder-ceo-of-we-alliance-wealth-advisors-discussing-the-investment-blind-spot

WE Alliance Wealth Advisors if founded on the belief that an integrated Family Office style approach to wealth planning is the best way to protect and maximize the wealth client families work so hard to accumulate. Combine powerful proactive tax strategies, a powerful system of investing called Defined Outcome Investing, and a Family Centered approach to estate planning to deliver uncommon results while reducing risk for each client family. Founder Terry Wheeler's book “Laugh When the Market Crashes” is a must read book outlining this investment approach.The firm and its founder traces its roots back over 35 years with its origins beginning at Dean Witter Reynolds. In the 1990s the founder added a law degree focused on tax and estate planning advocacy. The integrated wealth, tax, and estate planning approach now truly sets them apart in a crowded financial planning space.Learn more: https://weriaadvisors.com/Buy the book at www.LaughWhenTheMarketCrashes.comAdvisor Coaching at www.StrategicWealthLegal.comAny opinions, projections, or forward-looking statements expressed herein are solely those of the author, may differ from the views or opinions expressed by WE Alliance Wealth Advisors, and are only for general informational purposes as of the date indicated.All investments involve risk; please consult with a financial advisor prior to investing.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-terry-wheeler-founder-ceo-of-we-alliance-wealth-advisors-discussing-the-tax-blind-spot

Host Colleen O'Connell-Campbell sits down with fellow Certified Exit Planning Advisor and Board Member of Employee Ownership Canada. Peter Walker - a proud Prince Edward Islander whose eighth-generation family farm shaped everything he believes about ownership, community, and legacy. Peter shares the story of the first business transition conversation he ever had (at 14, at the kitchen table, with his father) and how the eventual wind-down of the family farm rippled through his small community. The episode also marks a milestone for Canadian succession planning: the federal government has made the EOT capital gains exemption permanent, removing the sunset clause that had left owners and advisors uncertain. Peter and Colleen unpack why so many Canadian business owners - especially in rural and Atlantic Canada - avoid succession planning, the access-to-capital challenges outside major cities, the research behind employee ownership's financial and social benefits, and the single most important piece of internal due diligence a founder can do: knowing their own story before someone else writes it for them.   Key Takeaways: The EOT capital gains exemption is now permanent - and it's law. After years as a temporary measure set to expire at the end of 2026, the federal government moved in its spring economic update to make the up-to-$10 million capital gains exemption on qualifying sales to an Employee Ownership Trust permanent. That change has since passed into law (Bill C-30, Royal Assent June 18, 2026), removing the previous sunset clause and giving owners and advisors long-term certainty to plan around the structure. Peter, a board member of Employee Ownership Canada, was involved in the advocacy toward this outcome.   Peter's roots run deep in St. George, PEI (population 90), on a potato and cattle farm in his family since the 1790s - he would have been the eighth or ninth generation. His father sat him and his brother down when Peter was 14 to tell them they would not be taking over the farm. His father operated another 10 years, wound it down in a way that kept the land in the family (now approaching 300 years), but the closure cost about 15 neighbours their seasonal work, local businesses a customer, and the community a piece of its tax base.   Peter frames this as his third act - after Parliament Hill and a career at one of the big five banks. His work now has two halves: helping normalize the transition conversation for business owners, and advocating to grow employee ownership in Canada.   Two structural problems he sees, especially outside major cities: first, access to capital is severely limited - in his experience, capital does not flow easily east of Montreal or into rural regions. Second, the emotional, identity-driven avoidance of succession planning. Owners who strongly identify with being an owner resist planning for a day they can no longer be one, pushing it off until a crisis (death, divorce, disability) forces a rushed outcome.   A recurring insight: many owners can build a long-term strategic roadmap for their business in their sleep, but have never been taught to build one for themselves. The internal due diligence - deciding what you actually want your outcome and legacy to be - is the work most people skip.   The research behind employee ownership (five decades in the U.S., over a decade in the U.K.) is compelling: 8-12% productivity increases, more profitable and resilient companies, loans repaid faster, fewer closures in downturns, and employees retiring with roughly twice the retirement wealth of those at comparable non-employee-owned firms.   Employee ownership is a spectrum, not one thing: worker co-ops (fully democratic, one member/one vote), management buyouts, Employee Ownership Trusts (designed specifically as a transition vehicle), and Employee Share Ownership Plans. EllisDon - one of Canada's largest construction companies - is 100% owned by the people who work there.   Peter's framework for owners: stress-test your thinking across two axes - how much you care about the money, and how much you care about legacy. Conventional wisdom says maximize money and ignore legacy, but Canadian Federation of Independent Business research shows most owners feel genuine internal conflict between the two. If you land in the "maximize value, legacy doesn't matter" quadrant, you have earned the right to sell to a third party - go for it. If legacy matters, then employee ownership, ETA, family transition, or a mix deserve real consideration.   Start early - much earlier than most people think. Peter's father was 38 when he had that kitchen-table conversation, wrestling with 200 years of legacy. Most owners wait until they have decided to sell, which Peter considers far too late; the preparation should begin three to five years prior, at minimum.   A cash-rich exit is not only about maximizing the dollar value - it is about being intentional about what happens next for you, your business, your people, and your community. For many Canadian owners, especially in rural communities, the real opportunity is to begin planning early enough to create options that preserve local jobs and legacy - and, now that the exemption is permanent, to give employee ownership a serious look. Book a one-on-one Wealth Gap Analysis with Colleen O'Connell-Campbell. Reach out on LinkedIn or email.   Please leave a five-star rating and review - it helps more founders find the show and build their path to an intentional, cash-rich exit.   ***   The Cash Rich Exit Podcast is brought to you by O'Connell-Campbell Wealth Management at RBC Dominion Securities.   All opinions expressed by the host, Colleen O'Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities.   This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional.   Colleen O'Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.

Every Monday, Jon Hansen is joined by a specialist from Mesirow to discuss a different finance-related topic. In this episode, Andrew Mutlu, CFP, APMA, Vice President and Wealth Advisor, joins Jon to talk about how there’s a Roth solution for everybody and how those assets are more accessible than ever. To learn more, visit www.mesirow.com.

With nearly 40 years in tax and wealth management, Mark Miller helps business owners, executives, and high-net-worth individuals build, protect, and sustain their wealth. As a best-selling author, his book Hilton Wealth: How to Invest Like an American Dynasty reveals the investment and tax strategies used by Fortune 500 firms and the Hilton family.Featured in over 200 major publications, including Kiplinger's, The New York Times, and Money Magazine, Mark has also appeared as a financial expert on Fox News and national media. Recognized as a Presidential Businessman of the Year, he received a personal commendation from President George W. Bush.Miller is the Managing Director of the Hilton Family office and CEO of Hilton Tax and Wealth Advisors, partnered with J. Bradley Hilton , the grandson of the legendary Hotelier Conrad Hilton. Via their Hilton TruWealth Portfolios™, Mark empowers clients with Smart Money level wealth-building strategies, ensuring financial security and lasting legacies. Hilton's mission is to help clients invest and grow wealth like an American DynastyLearn More: https://www.hiltonwealth.comInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-mark-miller-president-and-ceo-of-hilton-wealth

With nearly 40 years in tax and wealth management, Mark Miller helps business owners, executives, and high-net-worth individuals build, protect, and sustain their wealth. As a best-selling author, his book Hilton Wealth: How to Invest Like an American Dynasty reveals the investment and tax strategies used by Fortune 500 firms and the Hilton family.Featured in over 200 major publications, including Kiplinger's, The New York Times, and Money Magazine, Mark has also appeared as a financial expert on Fox News and national media. Recognized as a Presidential Businessman of the Year, he received a personal commendation from President George W. Bush.Miller is the Managing Director of the Hilton Family office and CEO of Hilton Tax and Wealth Advisors, partnered with J. Bradley Hilton , the grandson of the legendary Hotelier Conrad Hilton. Via their Hilton TruWealth Portfolios™, Mark empowers clients with Smart Money level wealth-building strategies, ensuring financial security and lasting legacies. Hilton's mission is to help clients invest and grow wealth like an American DynastyLearn More: https://www.hiltonwealth.comInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-mark-miller-president-and-ceo-of-hilton-wealth

In this week's episode, host Lisa Hendey welcomes business leader, father, and former professional athlete and coach Jéan-Paul Afif for a conversation centered around living our Catholic faith in our workplaces, homes and communities. Jéan-Paul is the husband of Krista and the father of nine children. He's a Wealth Advisor with Morgan Stanley, a former professional athlete and movie producer, and serves on the boards of the First Friday Friars, Orange County Chapter of Legatus, Obria Medical Clinics, and Santiago Retreat Center. Jéan-Paul is a member of the Order of Saint Lazarus and the Cadre of Orange County. He shares an invitation to learn more about Legatus, along with great ideas for incorporating prayer into our daily journeys

In this episode of Digging In, host John Savarino sits down with our Founder, Zach Gray, for a fun, behind-the-scenes conversation about the phrases the Rooted team hears almost every day—and why they matter.Whether it's a simple reminder in a meeting or a challenge that changes someone's perspective, Zach's most repeated sayings have become more than office catchphrases. They've helped shape the culture of Rooted, influenced how the team serves clients, and even found their way into life outside the office.John counts down Zach's Top 10 most repeated phrases, uncovering the stories behind them, the leadership lessons they've created, and how these principles continue to impact the way Rooted approaches relationships, excellence, growth, and integrity.If you've ever wondered what makes Rooted's culture different—or if you're looking for practical leadership and life lessons you can apply yourself—this episode offers a candid look inside the mindset that has shaped the firm.

When it comes to the future of wealth, one of the most significant financial shifts of our time is already underway. In this episode of The Wealth Exchange, Chris Warner, Wealth Advisor and Practice Management Lead | Client Relationship Manager, sits down with Cassandra Cross, Wealth Advisor | Client Relationship Manager, to explore how women are increasingly shaping the future of wealth - and what it means for individuals, families and future generations. Drawing on insights from Cassandra's recent article, Women Are About to Control More Wealth Than Ever Before, But Many Still Don't Feel Financially Confident, they discuss the forces driving this historic shift, how many women are building wealth in different ways, and why financial confidence has less to do with knowledge than may people think. You'll hear: Why women are expected to inherit nearly 70% of the largest wealth transfer in history The key trends driving women's growing influence over wealth & financial decision making Why confidence - not capability - is often the biggest barrier to financial engagement The hidden cost of delaying important financial decisions How thoughtful financial planning can help navigate major life transitions with greater clarity and purpose Why wealth planning is about more than growing assets - it's about creating flexibility, choice, and a lasting legacy As women continue to shape the future of wealth, this conversation explores what this historic shift means for individuals, families, and the next generation of financial decision-makers.

For homeowners considering borrowing against the equity in their home, deciding how to access it is not always straightforward. Should you open a home equity line of credit, or would a cash-out refinance make more sense in the 2026 interest-rate environment? In this episode of Clear Money Talk, Tim Clairmont, MSFS™, LACP™, Wealth Advisor, and Tyler Andrews, CFP®, NSSA®, Wealth Advisor, compare HELOCs and cash-out refinances. They discuss how your existing mortgage rate, borrowing needs, repayment timeline, closing costs, and plans for the money can all influence the decision. They also explore when flexibility may matter more than a fixed repayment structure, why a lower monthly payment does not always lead to a lower long-term cost, and how borrowing against your home may affect your broader financial position. Tune in to hear the full conversation, available now on YouTube, Apple Podcasts, or wherever you listen.

For homeowners considering borrowing against the equity in their home, deciding how to access it is not always straightforward. Should you open a home equity line of credit, or would a cash-out refinance make more sense in the 2026 interest-rate environment? In this episode of Clear Money Talk, Tim Clairmont, MSFS™, LACP™, Wealth Advisor, and Tyler Andrews, CFP®, NSSA®, Wealth Advisor, compare HELOCs and cash-out refinances. They discuss how your existing mortgage rate, borrowing needs, repayment timeline, closing costs, and plans for the money can all influence the decision. They also explore when flexibility may matter more than a fixed repayment structure, why a lower monthly payment does not always lead to a lower long-term cost, and how borrowing against your home may affect your broader financial position. Tune in to hear the full conversation, available now on YouTube, Apple Podcasts, or wherever you listen.

Most conversations about exits focus on the seller. This one flips the lens. In this episode, Colleen O'Connell-Campbell  sits down with Liz MacRae, a serial entrepreneur who has both exited and acquired multiple businesses, and who is now co-founder of Village Wellth - a tech-enabled platform helping aspiring entrepreneurs buy established businesses and helping founders exit well. Liz introduces the growing movement known as Entrepreneurship Through Acquisition (ETA): buying a profitable, established business rather than starting from scratch or buying a franchise. She explains how the model works, who it attracts, what buyers actually look for, and why acquisition entrepreneurs - people who intend to roll up their sleeves and run the business themselves - may be exactly the right buyers for owner-dependent small businesses that private equity would walk away from. With a massive wave of business transitions coming over the next decade, this episode offers founders a fresh perspective on who might buy their business, and why starting early is everything.   Key Takeaways:   Liz's path is unconventional - a fine arts degree and training in creative thinking, not accounting or law. After exploring family succession (which did not work out), she and her husband bought a franchise, then she became a business broker, moved into exit planning advisory, took over the firm she worked with, sold it after about four years, and founded Village Wellth on the buy side. She has spent nearly 10 years in business advisory and six years focused exclusively on helping buyers.   Entrepreneurship Through Acquisition (ETA) is the act of buying an established business, usually leveraging senior debt or outside investment, and in most cases acquiring 100% of the business so the previous owner can retire. It lets a buyer skip the startup stage by three to five years and acquire something already profitable - able to service debt and pay a living wage.   ETA attracts people later in their careers - often leaving corporate roles - with management or leadership experience and established personal finances. They typically combine personal savings with bank debt or raised capital (family and friends, angel investors, or funds) to acquire and grow businesses from retiring owners.   Village Wellth was founded six years ago as a two-sided marketplace, then substantially rebuilt about two years ago with deal-management tooling and an AI layer. It has a team of 10, including a former RBC/TD commercial banker and a strong CTO. The platform showcases anonymous buyer profiles so sellers can see there are real buyers - answering the anxious question Liz heard constantly as a broker: "Is there even anyone out there to buy my business?"   The platform equips first-time buyers with tools to analyze opportunities, assess risks, and model deal structures - cash in, cash at closing, bank financing, seller financing, free cash flow, and return on investment - so they can move toward a lender application. The goal is a start-to-finish, self-serve experience on a monthly subscription, with hands-on services available when needed.   The sweet spot: profitable companies showing at least $100,000-$150,000 in profit after paying the operating owner, typically valued between $500,000 and $5 million (under roughly $2 million EBITDA), with five to 30 employees. These fall below the threshold where investment bankers and mid-market M&A firms - and private equity - typically engage. Village Wellth is Canada-wide and expanding into the U.S.   Village Wellth is especially valuable in rural communities, which often lack access to the M&A community. The platform matches buyers and sellers on geography (buyers set travel radii), and connects rural sellers with the right sell-side advisors and a pool of buyers they could not otherwise reach.   A key differentiator: because acquisition entrepreneurs plan to operate the business themselves, owner-dependency is not necessarily a deal-breaker - unlike with private equity or strategic buyers who want a management team that stays. What matters most is a solid transition period, a previous owner willing to transfer knowledge and relationships, and a genuine match between the buyer's background and the business.   Owner-dependency still needs managing. Red flags include an owner working 80 hours a week as the bottleneck for every decision, no chain of command, no contracts, and project-based revenue. Reasonable owner hours, contracts with assignment clauses, and understandable customer pipelines make a business far more transactable. Buyers mitigate remaining risk by bringing in a salesperson, or through deal terms like higher seller financing.   A successful exit is about understanding your options early enough to protect your value, legacy, and choice. Sometimes the best path forward is not the most obvious one, and selling to an acquisition entrepreneur may be exactly the thoughtful transition you are looking for. If today's episode sparked questions about your readiness, your business value, or your personal wealth gap, book a one-on-one Wealth Gap Analysis with Colleen O'Connell-Campbell - and tap into a whole ecosystem of professionals she'd be happy to introduce you to. Reach out on LinkedIn or email.   Please leave a five-star rating and review - it helps more business owners discover the show and build their path to a cash-rich exit. *** The Cash Rich Exit Podcast is brought to you by O'Connell-Campbell Wealth Management at RBC Dominion Securities.   All opinions expressed by the host, Colleen O'Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities.   This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional.   Colleen O'Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, talks to John about how the market is becoming less forgiving, why the markets are looking past tariffs, if he’s concerned about inflation, employment being historically strong, and why he believes this could be a buying opportunity.

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, talks to John about how the market is becoming less forgiving, why the markets are looking past tariffs, if he’s concerned about inflation, employment being historically strong, and why he believes this could be a buying opportunity.

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, talks to John about how the market is becoming less forgiving, why the markets are looking past tariffs, if he’s concerned about inflation, employment being historically strong, and why he believes this could be a buying opportunity.

Segment 1: Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, talks to John about how the market is becoming less forgiving, why the markets are looking past tariffs, if he’s concerned about inflation, employment being historically strong, and why he believes this could be a buying opportunity. Segment 2: Adam Greenberg, known as the “Diaper King […]

Craig Bolanos, Co-founder and Wealth Advisor at VestGen Wealth Partners, joins Jon Hansen on Your Money Matters to discuss a report saying nearly 1 in 4 workers in the US feel like they can’t leave their jobs for fear of losing their health insurance. They also discuss Taco Bell’s efforts to bring business back post-parasite. For more […]

DIY investing can work well when your financial life is relatively simple. But as taxes, retirement planning, business ownership, concentrated stock, estate planning, and multiple financial goals begin to overlap, the challenge becomes less about choosing investments and more about coordinating decisions. In this episode of Clear Money Talk, Tim Clairmont, MSFS™, LACP™, Wealth Advisor, and Tyler Andrews, CFP®, NSSA®, Wealth Advisor, discuss the signs that your financial life may have outgrown a do-it-yourself approach. They also explore what a financial advisor can add beyond investment selection, including tax awareness, risk planning, retirement income strategy, behavioral guidance, and a second set of eyes on important decisions. Tune in to this week's episode for the full conversation. Available now on YouTube, Apple Podcasts, or wherever you listen.

DIY investing can work well when your financial life is relatively simple. But as taxes, retirement planning, business ownership, concentrated stock, estate planning, and multiple financial goals begin to overlap, the challenge becomes less about choosing investments and more about coordinating decisions. In this episode of Clear Money Talk, Tim Clairmont, MSFS™, LACP™, Wealth Advisor, and Tyler Andrews, CFP®, NSSA®, Wealth Advisor, discuss the signs that your financial life may have outgrown a do-it-yourself approach. They also explore what a financial advisor can add beyond investment selection, including tax awareness, risk planning, retirement income strategy, behavioral guidance, and a second set of eyes on important decisions. Tune in to this week's episode for the full conversation. Available now on YouTube, Apple Podcasts, or wherever you listen.

In this episode, Tom Hegna challenges advisors with the questions that matter most right now: Are you using AI, or avoiding it? Tom uses AI every day — building presentations in minutes, sharpening social posts, and coaching himself on strategy. His warning: advisors who say "I'm not AI" will get left behind. Would AI approve your plan? When a client runs your illustration through AI, does it endorse your work? Tom argues the fix is to feed it yourself and ask, "Is this the optimal solution for this client?" Are you still stuck on accumulation? Tom explains why retirement is about income and risk management, not rate of return — and why he had to make income "sexy" through mortality credits and the academic research behind them. Is your client's retirement riding on luck? Sequence-of-returns risk is "nothing more than good luck or bad luck." Tom explains why the solution is guaranteed lifetime income covering basic living expenses. Are you building a protection plan or just an investment plan? Tom breaks down the roles of income annuities, cash value life insurance, hybrid and traditional long-term care, and asset protection. Do you know what the big institutions are actually saying? BlackRock, Ernst & Young, Barclays, Goldman Sachs and the Wall Street Journal — none of them sell annuities, and all point toward guaranteed income. What should you stop doing? Sketchy IUL claims, underfunded UL policies sold on fantasy, and fixed index annuities built on manufactured or back-tested performance. **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@optimizedins.com Optimized Insurance Planning

What do wealthy people actually do with their money, and what mistakes can cost them millions? Which wealth strategies give you the most bang for your buck? In this episode of We Talk Money, Nikki sits down with wealth advisor Mark Cecchini, to discuss how high-net-worth professionals and founders should think about stock, taxes, liquidity events, and long-term wealth planning. This conversation is especially relevant for anyone with stock-based compensation, concentrated company stock, significant Bitcoin or crypto gains, a future liquidity event, or a rapidly growing net worth. Connect with Mark Cecchini on X: https://x.com/markcecchini *This content is for informational and educational purposes only and should not be considered individualized investment, tax, or financial advice. Ask a question for the show https://wetalkmoney.com/question/

Craig Bolanos, Co-founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about the markets, President Trump's handling of the housing assistance bill and the gradual impact on housing inventory and borrowing costs. Craig and John also cover gas prices, Fed Chair Kevin Warsh, SK Hynix and SpaceX. https://serve.castfire.com/audio/8516200/8516200_2026-07-15-151700.64kmono.mp3

Craig Bolanos, Co-founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about the markets, President Trump's handling of the housing assistance bill and the gradual impact on housing inventory and borrowing costs. Craig and John also cover gas prices, Fed Chair Kevin Warsh, SK Hynix and SpaceX. https://serve.castfire.com/audio/8516200/8516200_2026-07-15-151700.64kmono.mp3

Craig Bolanos, Co-founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about the markets, President Trump's handling of the housing assistance bill and the gradual impact on housing inventory and borrowing costs. Craig and John also cover gas prices, Fed Chair Kevin Warsh, SK Hynix and SpaceX. https://serve.castfire.com/audio/8516200/8516200_2026-07-15-151700.64kmono.mp3

Craig Bolanos, Co-founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about the markets, President Trump's handling of the housing assistance bill and the gradual impact on housing inventory and borrowing costs. Craig and John also cover gas prices, Fed Chair Kevin Warsh, SK Hynix and SpaceX. https://serve.castfire.com/audio/8516200/8516200_2026-07-15-151700.64kmono.mp3

Money is emotional. Every financial decision we make is shaped by experiences, beliefs, fears, and behaviors that have nothing to do with spreadsheets or market performance. In this episode of Behind The Numbers With Dave Bookbinder, Kate Duffy, Senior Vice President and Wealth Advisor at Bryn Mawr Trust, pulls back the curtain on the psychology of wealth. As a Certified Financial Behavior Specialist and co-host of The Planning Perspectives Podcast, Kate explains why clients stall on logically perfect financial plans and explores the profound identity crisis entrepreneurs face when selling a business. From rewriting childhood "money scripts" to navigating the communication gaps in the Great Wealth Transfer, this conversation exposes the psychological blind spots wealthy families face when assets are passed down without shared values. Tune in for concrete strategies on how to align your emotions with your financial execution, plan for major transitions before a crisis hits, and start rewiring your own financial behavior. About Our Guest: Kate Duffy has spent over two decades specializing in portfolio management and comprehensive financial planning for clients. She's passionate about helping clients understand their unique relationship with money while optimizing outcomes by incorporating structure and pragmatism. Based on thoughtfulness and careful listening, Kate's interpersonal approach prioritizes the purpose and meaning of client wealth beyond the analytics underpinning her expertise. She is a Certified Financial Behavior Specialist® and holds a master's degree in financial planning and financial psychology from Creighton University's Heider College of Business.Kate is also the co-host of The Planning Perspectives Podcast, a planning and advice podcast from Bryn Mawr Trust. About the Host: Dave Bookbinder is known as a trusted provider for independent business valuations, corporate asset appraisals, and exit planning advisory and he is the person that business owners and their advisors reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” Dave's book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He's also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.

If you're a student, resident, or early-career associate, it's likely student loans are one of your biggest financial concerns. With federal repayment programs changing, it's important to understand how the new options could affect your next steps. In this episode, Christy is joined by Austyn Scott, Certified Financial Planner and Wealth Advisor with Cain Watters & Associates, to break down the latest updates and changes. From new repayment plan options and federal lending limits to balancing student debt with broader financial goals, Austyn shares timely insight to help navigate an increasingly complex student loan landscape.

Episode Summary: If you want to understand where employee ownership in Canada is going, it helps to talk to a company that has been living it for the better part of a century. In this episode, host Colleen O'Connell-Campbell sits down with Chad Friesen, CEO of Friesens Corporation - a $120 million book manufacturer and publishing company based in Altona, Manitoba (population 4,500) - to trace one of the most remarkable ownership stories in the country. Founded in 1907, Friesens has moved through nearly every ownership form imaginable: sole proprietor, family business, ESOP, hybrid, and today a 100% Employee Ownership Trust. Chad shares how the founding family turned down dozens of offers to sell because they believed the business belonged to the people and community who built it, how the company "backed into" broad-based employee ownership during the 2007-2008 crisis, and how the Friesens model went on to influence Canada's actual EOT legislation. He also introduces Tall Grass Employee Owner Equity Fund, a new venture that provides patient capital and a proven playbook to help other founders exit to their employees. It is a story about print, yes - but really about legacy, community wealth, and doing succession on purpose. Key Takeaways: Friesens Corporation was founded in 1907 and is a roughly $120 million company based in Altona, Manitoba, a community of 4,500. It operates three book-related businesses: trade books (working with the largest and smallest publishers in the world), school yearbooks (a business defined by constant customer turnover, since students graduate every year), and Friesen Press, a self-publishing services business working with around 1,000 new authors annually. The company's mantra: helping others share their best story with the world. Fun fact: all five leaders in the company's history have shared the last name Friesen - the first three from the founding family, the last two (including Chad) unrelated to it. The company has been owned in nearly every form: sole proprietorship, family-owned, ESOP, hybrid ESOP/EOT, and today 100% Employee Ownership Trust. The founding family's roots in the cooperative, credit union, and mutual movements of the 1940s and 50s framed their path toward employee ownership. The founding family had opportunities to sell dozens of times - Chad keeps a file folder of historic offers from companies and equity funds - but chose employee ownership because they believed the business served a greater purpose than enriching one family, and they wanted to preserve the company and its economic impact in the community. Employee ownership started organically in the 1970s and 80s, with shares given in lieu of bonuses or raises. Over time, share values rose, and the ratio between new employees able to buy shares and retiring owners needing to sell became unbalanced. The first Friesens Employee Trust was created in the 1980s as a "market of last resort" to buy shares from retiring employees and redistribute them. By 2007-2008, a "trifecta of challenge" - the U.S. economic downturn, Asian supply/distribution pressure, and the introduction of the Kindle e-reader - left employee-owners nervous, with a drying-up internal share market. The company financed the trust to buy back all employee shares over a five-year period, freezing share values, paying cash, and keeping everyone as a trust beneficiary. Friesens effectively "backed into" being a 100% EOT as a defensive move that became a lasting strength. The Friesens model influenced Canada's federal EOT legislation. Chad's team worked with four people in the finance department building the legislation, sharing governance structures and practices as a real-world case study - evidence that broad-based employee ownership works at scale. A major, initially unintended benefit: the EOT became a great equalizer. Over 40% of Friesens employees were not born in Canada, many immigrating with the company's support and without excess cash to buy shares. Under the trust, every employee becomes a beneficiary three months after joining - no capital required. This equal-access principle became a tenet the federal government wanted to emulate. Distributions use two formulas baked into the legislation's guidance: roughly 70-80% based on compensation (last five years of an individual's pay relative to the pool) and the remainder on years of service. Friesens deliberately uses a dividend model rather than equity, distributing value three times a year - including a physical cheque handed to each employee-owner at a celebration, to make ownership tangible and immediate. The community impact is profound: Friesens generates an estimated $60-80 million in annual local economic spin-off. Retailers can tell when a distribution has happened because foot traffic spikes the next day. Chad estimates the company would likely have been sold 20-30 years ago without employee ownership - and all that recurring community wealth would have left with it. Tall Grass Employee Owner Equity Fund: Born from Friesens' search for diversification, Tall Grass is a separate entity that puts Friesens' surplus capital to work helping other founders transition to employee ownership. It targets stable, long-term, proven companies (not startups or turnarounds) whose owners are motivated to preserve legacy. Tall Grass provides patient capital - investing with little expected return in the early years to de-risk seller financing - and a proven structural playbook, taking a minority position. The goal: modest long-term diversified passive income for Friesens' stakeholders, with an enormous return on social impact. When Chad brought the idea to his employee-owner council, he braced for pushback about risking their capital; instead they embraced it, saying they would not be where they are if someone had not paid it forward to them. Employee ownership can be more than a structure - it is a strategy for community wealth, long-term resilience, and legacy. If today sparked questions about your own exit - what you will need financially, how to protect your people and values, and what a true cash-rich transition could look like - book a one-on-one Wealth Gap Analysis with Colleen O'Connell-Campbell. Reach out on LinkedIn or email. Please leave a five-star rating and review - it helps more founders find the show and have their best exit. *** The Cash Rich Exit Podcast is brought to you by O'Connell-Campbell Wealth Management at RBC Dominion Securities.   All opinions expressed by the host, Colleen O'Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities.   This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional.   Colleen O'Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.

Segment 1: Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about the markets, President Trump’s handling of the housing assistance bill and the gradual impact on housing inventory and borrowing costs. Craig and John also cover gas prices, Fed Chair Kevin Warsh, SK Hynix and SpaceX. Segment 2: Matt Schultz, LendingTree chief credit […]

The American Dream used to feel like a clear roadmap. Today, it can feel more like a moving target. In this episode of Clear Money Talk, Tim Clairmont, MSFS™, LACP™, Wealth Advisor, and Tyler Andrews, CFP®, NSSA®, Wealth Advisor, discuss whether the American Dream is still financially attainable and how the definition of success has changed over time. From housing and education costs to career choices, debt, lifestyle expectations, and retirement, they explore why traditional milestones may feel harder to reach today and why financial success may look different for each person. Watch the full episode for a thoughtful conversation on redefining the American Dream in today's financial reality.

The American Dream used to feel like a clear roadmap. Today, it can feel more like a moving target. In this episode of Clear Money Talk, Tim Clairmont, MSFS™, LACP™, Wealth Advisor, and Tyler Andrews, CFP®, NSSA®, Wealth Advisor, discuss whether the American Dream is still financially attainable and how the definition of success has changed over time. From housing and education costs to career choices, debt, lifestyle expectations, and retirement, they explore why traditional milestones may feel harder to reach today and why financial success may look different for each person. Watch the full episode for a thoughtful conversation on redefining the American Dream in today's financial reality.

Lumida Wealth founder and CEO Ram Ahluwalia joins Chris Lustrino to discuss how the company is building an AI-powered wealth management platform for sophisticated investors. Ram frames Lumida as a next-generation investing platform designed to combine the best parts of brokerage accounts, financial advisors, market intelligence, and AI-powered portfolio tools into one experience. The conversation explores why traditional 60/40 portfolios may not fit the next generation of investors, how Lumida uses AI agents and factor models to surface investment ideas, and why Ram believes investors increasingly want more control, better insights, access to pre-IPO opportunities, and a stronger sense of community. Chris and Ram also discuss Lumida's growth, revenue traction, customer profile, business model, and long-term vision for an AI wealth advisor that can eventually understand an investor's full financial picture, goals, risk tolerance, and portfolio needs.

Jeff Shafer, CEO of CommonGood Capital, chats with Sib Sheikh, Wealth Advisor at SignatureFD, about his remarkable journey from growing up in Pakistan and Dubai to building a successful real estate career in the U.S. Sib shares the pivotal moment that shifted his focus from luxury real estate to affordable housing, how his faith and […]

Nobody told you that 50+ would feel this hard. You may be feeling a strange mix of freedom and fear as you ponder this next chapter. That’s exactly what certified financial planner and PhD researcher Gregg Lunceford calls the Third Age: a life bonus most of us never planned for, and the first time in your life when you truly get to define what’s next on your own terms. Whether you’re approaching retirement, navigating a career shift, or emerging from years of caregiving, this interview was made for you. The author of Exit from Work, Gregg has spent two decades watching financially prepared people still struggle to enjoy their 50s, 60s, and beyond. His finding? The real barriers aren’t financial. They’re about identity, purpose, connection, and meaning – the things no retirement calculator can quantify. Together, Gregg and I unpack the psychology of life transitions for women over 50, naming the invisible losses that come with leaving a career or role-based identity, and pointing toward something far more alive on the other side. You’ll leave this conversation with a new framework for thinking about your Third Age, a deeper appreciation for the unique strengths you’ve built across decades of reinvention, and permission to pursue meaningful play instead of just filling your days. In this episode, you'll discover: Why the Third Age — that 20-to-30-year “life bonus” after midlife — is the first time you’re truly free to define life on your own terms. The three non-financial things work provides (psychological success, socialization, and structured time) and why replacing them matters as much as your retirement account. Why women over 50 are often better positioned than men to thrive in this transition — and the overlooked strengths you’ve been building all along. How to move from a bucket-list mentality to meaningful play — doing things that light you up, not just fill your calendar. Why developing a Third Age identity needs intention, and how to start that conversation with yourself (and your partner) before the transition happens. The role gratitude plays in mental health, clarity, and finding your next step when everything feels uncertain. About Gregg Lunceford Gregg Lunceford is a Certified Financial Planner, Managing Director and Wealth Advisor at Mesirow, and holds a PhD in retirement and late-stage career transition from Case Western Reserve University. With over two decades of experience guiding adults through one of life’s biggest leaps, Gregg discovered early on that financial readiness is only half the story. His research and his book, Exit from Work, focus on the psychological, social, and identity shifts that make the Third Age either a season of flourishing or a painful freefall. He’s also a committed philanthropist, serving on the board of the Juvenile Protective Agency in Chicago. Connect with Gregg Email: gregg.lunceford (at) mesirow.com LinkedIn: Search Gregg Lunceford Book: Exit from Work — available on Amazon Resources & links mentioned: Juvenile Protective Agency (JPA) — Chicago-based nonprofit providing free therapy for elementary-school students impacted by violence Soulful Women’s Network — Gloria’s community for women over 50: bit.ly/soulnetwork Design Your Life, Your Way – next steps: Get the free L.O.V.E. Method Companion Guide to begin designing your next chapter: gloriarand.com/selflove If this episode spoke to you, leave us a review. Follow/subscribe to the podcast so you never miss an episode. Share this conversation with a woman in your life who’s navigating retirement, reinvention, or identity shifts in midlife. Connect with me on LinkedIn @GloriaGraceRand to continue the conversation about midlife, meaning, and living life on your terms.

A Note of Gratitude:

Your 401k is not going to make you rich. A wealth advisor to $50M+ families just said it on camera.Jeremy Boynton manages ultra-high-net-worth families. He survived two 100-year market crashes back to back, pivoted to alternative investments by learning from a Chicago family office, and today runs Laureate Wealth Management and Pure Crypto, where his first crypto fund is up 6X since 2018.In this Founder Talk episode, Alex and Jeremy go deep on how the ultra-wealthy actually invest, why most founders are playing the wrong game with their money, and which alternative vehicles generate returns most people never see.Key takeaways:00:00:00 Introduction00:04:12Q: Why are crypto and AI creating an unprecedented moment right now?A: Jeremy Boynton says two once-in-a-generation technological revolutions are happening simultaneously00:14:07Q: How is a crypto project replacing AT&T right now?A: Jeremy Boynton explains how Helium built a global telecom network with $250 hotspots00:17:10Q: Should founders diversify or go all in?A: You do not become Bill Gates by diversifying. You diversify AFTER you become Bill Gates00:30:15Q: Why does a wealth advisor say your 401k will not make you rich?A: Jeremy Boynton says real wealth comes from doing something you love, not saving in a 401k00:31:43Q: What wake-up call does every founder need about wealth and life?A: Jeremy Boynton tells the story of a client who saved his whole life and died before his Europe trip00:51:25Q: How does permanent capital private equity generate 40% annual yields?A: Buy blue collar businesses at 3.5-4x EBITDA, hold forever, eat the cash flowsIf you are a founder still treating your investments as an afterthought, this is the wake-up call.

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins Jon Hansen, filling in for John Williams, to talk about the possibility of interest rate hikes as the Fed looks to combat inflation, how SpaceX is doing after the initial IPO, why AI stocks were hit hard this week, the bipartisan housing bill that is waiting […]

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins Jon Hansen, filling in for John Williams, to talk about the possibility of interest rate hikes as the Fed looks to combat inflation, how SpaceX is doing after the initial IPO, why AI stocks were hit hard this week, the bipartisan housing bill that is waiting […]

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins Jon Hansen, filling in for John Williams, to talk about the possibility of interest rate hikes as the Fed looks to combat inflation, how SpaceX is doing after the initial IPO, why AI stocks were hit hard this week, the bipartisan housing bill that is waiting […]

Segment 1: Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins Jon Hansen to talk about the possibility of interest rate hikes as the Fed looks to combat inflation, how SpaceX is doing after the initial IPO, why AI stocks were hit hard this week, the bipartisan housing bill that is waiting to signed by President […]

In this episode, Micah Shilanski, Managing Partner and Wealth Advisor, and Floyd Shilanski, Managing Partner and Wealth Advisor, discuss what federal employees should focus on when evaluating their Social Security claiming strategy. They explain how Social Security fits into a broader retirement plan, why headlines don't always tell the full story, and how factors such as taxes, survivor benefits, Medicare, and retirement income should be considered before making a decision. Need professional help with your retirement planning? Schedule a call today: https://zurl.co/AiAC Visit our website: https://zurl.co/ykNww

Every Monday, Jon Hansen is joined by a specialist from Mesirow to discuss a different financial topic on Your Money Matters. In this episode, Sophia Yudkowsky, Vice President and Wealth Advisor at Mesirow, talks about managing finances to plan for possible future situations like college, unexpected deaths, and estate plans. Women are usually the planners in relationships, and Sophia […]

Bobbie Racette started with $300 at her kitchen table. Nine years later, she became the first Indigenous woman in Canada to build, scale, and sell a tech startup. In this episode - the first time Bobbie has dug into the details of the sale on a podcast - host Colleen O'Connell-Campbell sits down with the founder of Virtual Gurus, an AI-powered inclusive talent marketplace that matched underrepresented talent with businesses including Mastercard, Telus, and BMO. Bobbie shares the full arc: bootstrapping to $1.8 million in revenue before raising a cent, hearing 170 no's before closing a seed round, scaling through three funding rounds during COVID, becoming the first Indigenous woman in Canada to close a Series A, navigating founder fatigue, stepping down as CEO before the exit, and ultimately selling to a U.S. private equity firm that rolled Virtual Gurus into North America's largest virtual assistant platform - with the AI sold separately to a Calgary company. This is a conversation about what it takes to build something from nothing, what it costs personally, and what comes next when the mission is bigger than the transaction.   Key Takeaways:   Bobbie created Virtual Gurus in 2016 after being laid off in oil and gas and unable to find a job. She is Cree Métis, queer, and covered in tattoos - and nobody would hire her. The business started as a way to create a job for herself and evolved into a platform providing remote work to marginalized talent across Canada and the U.S.   She bootstrapped to approximately $1.8 million in annual revenue before seeking external funding. The seed round took over two years and 170 investor rejections before closing at $1.25 million. The Series A, two years later, was significantly easier.   Virtual Gurus scaled past $40 million in revenue and closed three funding rounds during COVID. Total capital raised was $14-20 million.   The exit was not originally planned. For the first four years, Bobbie intended to keep the company as a legacy business. The shift came around 2022 when the scale of the operation began to outpace the original mission. The board recognized that an acquisition was likely the best path forward.   The company was simultaneously pursuing a Series B and fielding acquisition offers - a dual-track process. The data room was already built for the fundraise, which accelerated due diligence to approximately five months. The acquisition by a U.S. private equity firm closed in November 2025.   The AI platform was sold separately to a Calgary-based company - effectively a double sale. The core business was rolled into the acquirer's larger virtual assistant platform.   Bobbie had stepped down from CEO to president in May 2025, with her COO becoming successor CEO. The successor stayed with the company through and after the acquisition. Bobbie's role during due diligence was primarily support - being available for the team mentally, emotionally, and strategically, while the finance team and executive team drove the process.   Founder fatigue and decision fatigue were real and significant. Bobbie emphasizes that founders need to talk about this more openly, and that boards and investors need to be supportive during those low periods rather than adding pressure.   Retention of employees during due diligence was one of the hardest parts. Bobbie's culture at Virtual Gurus was built on honesty and transparency, and not being able to tell her leadership team about the acquisition felt deeply uncomfortable.   Post-exit, Bobbie has retired her parents (her mother was her first angel investor, contributing her last $20,000), bought a new home, and is investing time and capital into the next generation. She is now an angel investor in five businesses - all founded by people from underserved communities, including Indigenous and LGBTQ+ entrepreneurs.   She has launched Tapwe (Cree for "truth"), a platform to support underserved founders with financial literacy, mentorship, AI-powered matching, and startup scaling resources. A documentary is in production. Her newsletter, The Fire Report, scaled to 4,000 subscribers almost immediately. She is also doing regular paid advisory sessions each week through her website.   Bobbie's story is a reminder that a cash-rich exit can be deeply values-driven, inclusive, and barrier-breaking - and still set you up for whatever comes next. If today's episode has you thinking about your own journey, whether you are at the kitchen table, scaling fast, or quietly eyeing your exit, book a one-on-one Wealth Gap Analysis with Colleen O'Connell-Campbell via LinkedIn or email    Please leave a five-star rating and review to help more founders find this show. *** The Cash Rich Exit Podcast is brought to you by O'Connell-Campbell Wealth Management at RBC Dominion Securities.   All opinions expressed by the host, Colleen O'Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities.   This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional.   Colleen O'Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about the SpaceX IPO, why people are excited about this IPO, and if you should consider buying some of SpaceX right now.

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about the SpaceX IPO, why people are excited about this IPO, and if you should consider buying some of SpaceX right now.

Andrew Ruhland, CFP, is the Founder, President, and Wealth Advisor at Integrated Wealth Management, a fully independent firm he established in late 2008 to provide clients with greater independence, effective risk controls, reduced administrative complexity and costs, and candid communication about economic risks and opportunities. With three decades of experience, he has taught retirement planning workshops, hosted the weekly radio program "Your Money and Your Life," contributed articles to Michael Campbell's Money Talks blog, appeared in national television features and publications on wealth management innovations, and remains an active voice in optimizing client outcomes. Watch the Cornerstone Forum 26'https://shaunnewmanpodcast.substack.com/Silver Gold Bull Links:Website: https://silvergoldbull.ca/Email: SNP@silvergoldbull.comText Grahame: (587) 441-9100Bow Valley Credit UnionBitcoin: www.bowvalleycu.com/en/personal/investing-wealth/bitcoin-gatewayEmail: welcome@BowValleycu.com Expat Moneyhttps://expatmoney.com/snpGet your voice heard: Text Shaun 587-217-8500

Matthew Liebman, Founding Partner and CEO of Amplius Wealth Partners, discusses the factors behind the firm's rapid growth, what sets Amplius apart in an increasingly competitive RIA landscape, and the innovations shaping its future. He also shares how the firm is leveraging video communication to stay agile, strengthen client relationships, and deliver a more personalized wealth management experience.

Federal employees and spouses often hear the phrase: "It's an inheritance, so it's tax-free." But is that actually true? In this FERS Federal Fact Check episode, Micah Shilanski, Managing Partner and Wealth Advisor, breaks down a common misunderstanding around inherited money, estate taxes, and taxable retirement accounts. Find out why "no inheritance tax" does not always mean "no taxes," and how inherited accounts could affect your retirement income, tax bracket, and long-term planning decisions. Check out the full article on our website: https://plan-your-federal-retirement.com/did-you-just-inherit-a-tax-problem?utm_medium=social&utm_source=social&utm_campaign=fffc-26-0527

Stu Heinecke is the Grandfather of Contact Marketing, Author | 2X Hall of Fame-nominated marketer | "How to Get a Meeting with Anyone is the #1 sales book ever written on prospecting." —SalesDaily Jon's co-host on this episode is Nick Kallabat, Wealth Advisor with Spartan Wealth Advisors. Working with business owners and physicians to achieve financial freedom through tailored business strategies and financial planning solutions Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big! Connect with Stu Heinecke:https://stuheinecke.com Connect with Nick Kallabat:Website: www.spartanwealth.com *E - explicit language may be used in this podcast.