Podcasts about wealth advisors

Health scares. We all think they won't happen to us… until they do.This week, we're opening up about the most unhinged (and terrifying) things we've gone through with our health. From losing organs overseas to ignoring symptoms until it was almost too late.In partnership with @fwd.malaysia, we're talking about how it really feels to deal with sudden health scares, critical illness, and the price you pay - physically and financially - when you keep saying “I'll deal with it later.”From now until 31 December 2025, customers who purchase FWD CI Intense Shield will stand a chance to win one of ten 0.1g yellow gold wafers from FWD Insurance. Contact FWD Insurance's Wealth Advisor today and mention the code TTFWD when you sign up!This episode might make you call your doctor… and your insurance agent. You might wanna sit down for this.Comment FWD FTW if you've watched till the end! #FWDInsurance #CelebrateLliving #CriticalIllnessAwarenessFollow FWD Insurance on Instagram at:https://www.instagram.com/fwd.malaysia/Follow Joyce on Instagram at:https://www.instagram.com/joycicle_/Follow Caleb on Instagram at:https://www.instagram.com/calebbbby/CHAPTERS01:16 - New Familiar Faces 01:10 - The sickest lineup thus far02:20 - Do sick people like being pitied?!04:50 - Worst things we've done to fake sick 07:40 - Microdosing food poisoning 09:20 - THE MAN FLU. 10:24 - Is your doctor fear irrational?10:50 - “You have psoriasis because you're depressed”12:50 - Self medicating till you're choking 15:00 - I can fix myself vs SEE A DOCTOR15:30 - How Caleb lost a gallbladder in Korea 18:40 - Heartburn located under the ribs 21:00 - Getting your organs trafficked 23:10 - “You wait another day you would've gone blind”30:15 - Having the insurance against cats31:00 - Getting diagnosed with MS (Multiple Sclerosis)33:00 - Washing machine your plasmas 34:00 - “I've only seen this in literature” 35:00 - Getting discharged straight into the ICU38:15 - Symptoms so you don't brush things off40:00 - Waiting 3 months for treatment43:50 - If it lasts 36 hours, GO SEE DOCTOR. 46:11 - The Price of Waiting One Week (RM28K)47:00 - Spending a few RM100K on hospitalisation 48:30 - When you get baby insurance too late50:20 - Is insurance a scam?52:30 - Treating cancer without insurance 56:20 - Pseudosymptoms 58:00 - Self diagnosing Stage 1 Arthritis 01:00:00 - Can we sue???01:00:50 - Don't choose work over your health!!!01:02:38 - Crisis level acute high blood pressure

Regular exercise pays off financially - cutting medical costs, reducing daily spending - and boosting your energy, health, and overall quality of life. Craig Bolanos, Co-Founder and Wealth Advisor at VestGen Wealth Partners, joins Rob Hart on the WBBM Noon Business Hour to explain…

In part two of this insightful two-part conversation, host Colleen O'Connell-Campbell reconnects with Elizabeth Kilvert, founder of 'The Unrefined Olive', to go deeper into how she built, grew, and ultimately exited a purpose-driven business.   Elizabeth shares her candid reflections on:   Transitioning from founder to seller - and how she knew the timing was right. The emotional side of stepping away from a business built around community and values. How staying connected to purpose helped her navigate both growth and exit with integrity. What she learned about leadership, legacy, and letting go after years of being deeply hands-on.   This episode highlights the rarely discussed human side of business transitions - what happens when a mission-led founder has to hand over the reins, and how to do it in a way that preserves both value and vision.   If you've ever wondered how to make sure your exit aligns with your personal and professional purpose, this episode is a must-listen.   If you haven't heard it yet, catch Part 1 of this conversation (Episode 333) for the full origin story of 'The Unrefined Olive'. Connect with host Colleen O'Connell-Campbell on LinkedIn Book your complimentary Wealth Gap Analysis with Colleen to understand how your business values translate to enterprise value. If you enjoy this conversation, please ⭐ leave a 5-star review. Your feedback helps the show reach more founders preparing for their own 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, Co-founder and Wealth Advisor at VestGen Wealth Partners, joins Jon Hansen on Your Money Matters to discuss the latest market numbers. The two discuss AI platforms and technology, the S&P 500, and when we will receive economic data. For more information, go to GetRetiredStayRetired.com.

The amount of risk taken within your investment plan may be driven by your comfort zone. However, is your comfortable level of risk different than the amount of risk you need to take to maintain your desired lifestyle throughout your retired years? Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss ways to help you find a balance between risk tolerance and risk capacity. 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.

Send us a textUnlock Proven Strategies for a Lucrative Business Exit—Subscribe to The Deep Wealth Podcast TodayHave Questions About Growing Profits And Maximizing Your Business Exit? Submit Them Here, and We'll Answer Them on the Podcast!“ Persevere and know you'll get through it.” - Erik BrennerExclusive Insights from This Week's EpisodesIn this eye-opening episode, Wealth Advisor Erik Brenner reveals the hidden wealth strategy that transforms how the ultra-rich build, protect, and pass on their fortunes. Discover how to legally minimize taxes, design a wealth system that runs without you, and create a legacy that outlives your business.2:12 How Erik went from family business to leading Hilltop Wealth Solutions6:45 The biggest financial mistakes entrepreneurs make after success10:32 Why the ultra-rich never treat tax, wealth, and legacy as separate14:08 The “Personal CFO” model and why every entrepreneur needs one19:40 How to prepare years before your liquidity event24:15 The mindset shift that turns wealth into freedom, not stress29:03 Building legacy while you're alive—not after you're gone34:17 Erik's proven framework for integrating wealth, taxes, and purposeClick here for full show notes, transcript, and resources:https://podcast.deepwealth.com/489Essential Resources to Maximize Your Business ExitLearn More About Deep Wealth MasteryFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Book Your FREE Deep Wealth Strategy CUnlock Your Lucrative Exit and Secure Your Legacy

Every Monday, Jon Hansen is joined by a specialist from Mesirow to discuss a different topic surrounding finances. In this episode, Tiffany Irving, Senior Vice President and Wealth Advisor at Mesirow, joins Your Money Matters to talk about how they build customized plans for their customers based on what they want their retirement to look like. For […]

Guest Ilya Zlotnik, Partner, Wealth Adviser, Vivaldi Capital ManagementWebsite www.vivaldicap.comAUM ~$6bn BioIlya is a Wealth Advisor and Partner at Vivaldi Capital Management in Chicago. For over a decade, he has guided high-net-worth individuals and families through every aspect of their financial life—from strategic asset allocation and portfolio management to complex tax and generational planning. His client-centric approach and deep expertise have earned him recognition as a Forbes Best-In-State Wealth Advisor for two consecutive years. Prior to joining Vivaldi, Ilya served as an Investment Consultant at TD Ameritrade and was a member of the Private Wealth Group at RMB Capital Management. He holds a BS in Finance from the Kelley School of Business at Indiana University and an MBA with concentrations in Finance and Entrepreneurship from the Booth School of Business at the University of Chicago.Disclaimer: This is one Advisor's perspective and not reflective of VCM.Read the full disclaimer and learn more here: https://www.vivaldicap.com/

Inflation is quietly eroding the value of trillions sitting in savings accounts, money markets, and CDs. In this episode of Clear Money Talk, Tim Clairmont, MSFS™, LACP™, Wealth Advisor, and Tyler Andrews, CFP®, Wealth Advisor, unpack what it really means to make your cash "work." They break down:

Inflation is quietly eroding the value of trillions sitting in savings accounts, money markets, and CDs. In this episode of Clear Money Talk, Tim Clairmont, MSFS™, LACP™, Wealth Advisor, and Tyler Andrews, CFP®, Wealth Advisor, unpack what it really means to make your cash "work." They break down:

This week, we unpack the “K-shaped” economy everyone's talking about.  Who's moving up, who's sliding down, and what the latest data really says. From layoffs and earnings to tech volatility and political headlines, we break down the stories shaping markets and money right now in our "Week in Review" with Wealth Advisor, Austin Grandinetti and Chief Economic Strategist, Dr. Brian Jacobsen.  Also on the show, tax planning strategies later in life like one couple in their 80's.  You'll also hear if it's ever a good idea to pause your 401(k) contributions, and how to restart if you do.

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about what’s weighing on the market this week, how the government shutdown has been impacting the economy, his thoughts on the Supreme Court hearing on the Trump administration’s tariff power, why he thinks the Fed will cut rates again in December, the […]

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about what’s weighing on the market this week, how the government shutdown has been impacting the economy, his thoughts on the Supreme Court hearing on the Trump administration’s tariff power, why he thinks the Fed will cut rates again in December, the […]

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about what’s weighing on the market this week, how the government shutdown has been impacting the economy, his thoughts on the Supreme Court hearing on the Trump administration’s tariff power, why he thinks the Fed will cut rates again in December, the […]

Segment 1: Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about what’s weighing on the market this week, how the government shutdown has been impacting the economy, his thoughts on the Supreme Court hearing on the Trump administration’s tariff power, why he thinks the Fed will cut rates again in […]

Amy Wagner is a Wealth Advisor with Dean Dorton Private Wealth, and she joins us every Wednesday to talk sports and money, on ESPN1530.Lean about the Dean Dorton Diifference at DeanDorton.com.Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.

Amy Wagner is a Wealth Advisor with Dean Dorton Private Wealth, and she joins us every Wednesday to talk sports and money, on ESPN1530.Lean about the Dean Dorton Diifference at DeanDorton.com.Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.

Craig Bolanos, Co-founder and Wealth Advisor at VestGen Wealth Partners, joins Jon Hansen on Your Money Matters to discuss what Wall Street looks like since the government shutdown. Craig talks about tariffs, holiday spending, and more. For more information, go to GetRetiredStayRetired.com.

In this follow-up episode of Digging In, host John Savarino welcomes back Jason Thiele, Lead Planning Specialist at Rooted Wealth Advisors, to dive deeper into the conversation we started in “From Wish List to Real Life: Retirement Edition." This time, Jason digs deeper into how money is more than numbers on a page—it's about the meaning it carries throughout different stages of life. Together, they talk about how the role of money shifts as we age, why true financial success means feeling safe and secure, and how clarity transforms a wish list into real life.Jason also shares examples of how money can give people the freedom to say yes to opportunities, pursue passions, and live with purpose. Because retirement isn't just about reaching a number—it's about creating a life that actually feels like freedom.

For over 25 years, Tyson Ray has sat in the same seat many entrepreneurs find themselves in today: running a successful business, serving clients at the highest level, and facing the question of what comes next.As co-founder and CEO of FORM Wealth Advisors, Tyson has led through market cycles, built a multigenerational team, acquired firms, and guided clients through every kind of transition. He spent years focused on everyone else's future until he realized his own succession plan wasn't where it needed to be.That moment became the foundation for the SPACE Framework™ (See, Prepare, Act, Commit, Exit), which Tyson shares in his latest book Total Succession. Built for advisors who care deeply about their clients, their teams, and the legacy they leave behind, it offers a clear path to exit with confidence and full compensation.Tyson holds advanced credentials from the Yale School of Management and the Business Enterprise Institute, along with his CFP®, CIMA®, and CExP® designations. His work has earned national recognition, including:• Barron's Top 1,200 Advisors (2021–2024)• Forbes Best-in-State Wealth Advisor (2018–2024)• AdvisorHub Top 150 Advisors to Watch Under $1B (2024)• Chairman's Council Advisor (2005–2024)Beyond the business, Tyson is co-founder of Children's World Impact, a nonprofit providing global humanitarian aid. His leadership there has been recognized with the Invest in Others Global Community Impact Award and REP. Magazine's Advisor with a Heart.Learn more: http://totalsuccession.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-tyson-ray-co-founder-and-ceo-of-form-wealth-advisors

For over 25 years, Tyson Ray has sat in the same seat many entrepreneurs find themselves in today: running a successful business, serving clients at the highest level, and facing the question of what comes next.As co-founder and CEO of FORM Wealth Advisors, Tyson has led through market cycles, built a multigenerational team, acquired firms, and guided clients through every kind of transition. He spent years focused on everyone else's future until he realized his own succession plan wasn't where it needed to be.That moment became the foundation for the SPACE Framework™ (See, Prepare, Act, Commit, Exit), which Tyson shares in his latest book Total Succession. Built for advisors who care deeply about their clients, their teams, and the legacy they leave behind, it offers a clear path to exit with confidence and full compensation.Tyson holds advanced credentials from the Yale School of Management and the Business Enterprise Institute, along with his CFP®, CIMA®, and CExP® designations. His work has earned national recognition, including:• Barron's Top 1,200 Advisors (2021–2024)• Forbes Best-in-State Wealth Advisor (2018–2024)• AdvisorHub Top 150 Advisors to Watch Under $1B (2024)• Chairman's Council Advisor (2005–2024)Beyond the business, Tyson is co-founder of Children's World Impact, a nonprofit providing global humanitarian aid. His leadership there has been recognized with the Invest in Others Global Community Impact Award and REP. Magazine's Advisor with a Heart.Learn more: http://totalsuccession.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-tyson-ray-co-founder-and-ceo-of-form-wealth-advisors

Patrick Moore is the Founder and a Wealth Advisor at Ironclad Wealth Management, and he joins the show today to share his financial planning journey. If you're interested in starting your own firm, learning from early entrepreneurial challenges, or building a career grounded in mentorship and growth, this episode is for you! Listen in as Patrick shares how his father introduced him to the financial services industry through the insurance channel, where the two worked together after Patrick graduated from college. You'll hear how that experience inspired him to pursue more comprehensive financial planning, ultimately leading him to start his own firm. Patrick also reflects on the mistakes he made early on, the lessons learned, and how he successfully grew his business over time. You can find show notes and more information by clicking here: https://bit.ly/43tluf5

Amy Wagner is a Wealth Advisor with Dean Dorton Private Wealth, and she joins us every Wednesday to talk sports and money, on ESPN1530.What lessons can we learn from watching so many college football coachs get paid to not work. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEgger

Amy Wagner is a Wealth Advisor with Dean Dorton Private Wealth, and she joins us every Wednesday to talk sports and money, on ESPN1530.What lessons can we learn from watching so many college football coachs get paid to not work. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEgger

What does it take to grow from a few accounting firm relationships to a nationwide network of more than 250 CPA partners?  Vision, perseverance, and a true belief in collaboration. In this episode, host Matt Ackermann sits down with Paul Saganey, Founder and CEO of Integrated Partners, and John Pastore Jr., Wealth Advisor and Vice … Read More Read More

Proper tax planning can be an important part of determining the real value of your IRA accounts. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss traditional and Roth IRAs and how each may fit into your overall retirement plan. Listening Time: 19 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.

A new tax bill has officially been signed into law — but what does it really mean for your income, your small business, and your long-term financial plan? In this episode of Clear Money Talk, Tim Clairmont, MSFS™, LACP™, Wealth Advisor and Tyler Andrews, CFP®, Wealth Advisor break down the key changes, including: The new standard deduction and SALT cap increase Expanded small business and child tax credits Reinstated R&D deductions for innovation Cuts to certain federal programs Growing national deficit and long-term planning implications Strategic estate planning opportunities  Tim and Tyler explain how these updates may affect your taxes today and your broader financial strategy tomorrow. Listen now to learn how to navigate the new rules and plan proactively for the years ahead.

A new tax bill has officially been signed into law — but what does it really mean for your income, your small business, and your long-term financial plan? In this episode of Clear Money Talk, Tim Clairmont, MSFS™, LACP™, Wealth Advisor and Tyler Andrews, CFP®, Wealth Advisor break down the key changes, including: The new standard deduction and SALT cap increase Expanded small business and child tax credits Reinstated R&D deductions for innovation Cuts to certain federal programs Growing national deficit and long-term planning implications Strategic estate planning opportunities  Tim and Tyler explain how these updates may affect your taxes today and your broader financial strategy tomorrow. Listen now to learn how to navigate the new rules and plan proactively for the years ahead.

It's spooky season with a financial twist with Mesirow! Every Monday, a specialist from Mesirow joins Jon Hansen to share the spookiest things you can do for your finances. Noah Bloch, Vice President and Wealth Advisor at Mesirow, talks about life insurance and making sure you're covered for everything you might need. For more information, […]

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about the newest inflation data, why the market jumped today, his concern over debt, the overall strength of the economy, the latest on the government shutdown, the forecast for food prices, his expectations for Fed rate cuts for the rest of the year, […]

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about the newest inflation data, why the market jumped today, his concern over debt, the overall strength of the economy, the latest on the government shutdown, the forecast for food prices, his expectations for Fed rate cuts for the rest of the year, […]

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about the newest inflation data, why the market jumped today, his concern over debt, the overall strength of the economy, the latest on the government shutdown, the forecast for food prices, his expectations for Fed rate cuts for the rest of the year, […]

Segment 1: Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about the newest inflation data, why the market jumped today, his concern over debt, the overall strength of the economy, the latest on the government shutdown, the forecast for food prices, his expectations for Fed rate cuts for the rest […]

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about the newest inflation data, why the market jumped today, his concern over debt, the overall strength of the economy, the latest on the government shutdown, the forecast for food prices, his expectations for Fed rate cuts for the rest of the year, […]

Craig Bolanos, Co-founder and Wealth Advisor at VestGen Wealth Partners, joins Jon Hansen on Your Money Matters to discuss the latest market numbers. The two talk about bankruptcy filings that have been popping up in the last quarter and the lack of data due to the government shutdown. For more information, go to GetRetiredStayRetired.com.

It's a Mesirow Monday, and this October a specialist from Mesirow joins Jon Hansen to share the spookiest things you can do for your finances. Noah Bloch, Vice President and Wealth Advisor at Mesirow, talks about missing out on compounding interest. For more information, visit www.mesirow.com or call 877 Mesirow.

Come Back to Love® Radio: Money Clarity and Confidence for Women Summary: Robyn Vogel and guest Tatiana Sunik, a fiduciary wealth advisor and Certified Divorce Financial Analyst, explore how women can gain clarity, confidence, and control over their finances. Drawing on her 23 years in wealth management and personal experience with divorce, Tatiana shares practical strategies for aligning money decisions with life values. Together, they discuss the emotional side of money, the importance of early financial conversations, and how proactive planning can reduce stress and create long-term security and freedom. Topics Covered: Tatiana's journey from wealth advisor to empowering women through finance The emotional and historical factors that keep women disconnected from money The role of values-based financial planning in creating clarity and confidence How early financial conversations can prevent conflict and strengthen relationships Strategies for building security: automation, retirement planning, and long-term care Bio: Tatiana Sunik, CFP, CDFA is the founder of Hera Financial and a Wealth Advisor with Forum Financial LP, dedicated to guiding individuals and families through life's most pivotal transitions with clarity and confidence. With over two decades of experience at leading firms including Smith Barney, Raymond James, and Klingman & Associates—a $4 billion boutique RIA recognized by Barron's and Forbes. Tatiana offers institutional-grade expertise in executive compensation, retirement strategies, tax planning, and multigenerational wealth transfer. A CERTIFIED FINANCIAL PLANNER professional and Certified Divorce Financial Analyst®, she combines technical fluency with a personal mission to empower women to own every chapter of their financial story. Fluent in English, Russian, and Ukrainian, and a classically trained pianist, Tatiana brings both global perspective and creativity to her practice, inspiring clients to approach their financial future with resilience, clarity, and confidence. Website: https://www.herafin.com/event-list Free Gift: Coffee with a CDFA® Learn more about Robyn here: https://www.comebacktolove.com

Ever wondered how a wealth advisor invests their own money? In this episode, Jake Falcon pulls back the curtain on his personal investment strategies—covering financial planning, cash flow, retirement accounts, and more.  --------------- Complimentary ‘Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook   Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM   Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     #wealthadvisor #investingstrategies #financialplanning #retirementaccounts #personalfinance #cashflowmanagement #highyieldsavings #brokerageaccount #charitablegiving #financialtips

Amy Wagner is a Wealth Advisor with Dean Dorton Private Wealth, and she joins us every Wednesday to talk sports and money on ESPN1530. This week we discussed franchise valuations and what they tell us about how much money teams can spend on players as well as the IU QB who's becoming as well known for his financial acumen as his on-field performances. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEgger

Amy Wagner is a Wealth Advisor with Dean Dorton Private Wealth, and she joins us every Wednesday to talk sports and money on ESPN1530. This week we discussed franchise valuations and what they tell us about how much money teams can spend on players as well as the IU QB who's becoming as well known for his financial acumen as his on-field performances. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEgger

Newly enacted regulations may have an impact on the how your charitable tax deductions will be treated by the IRS. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors along, with Mercer Advisors colleague Bryan Strike, MS, MTx, CFA, CFP®, CPA, PFS, CIPM, RICP®, CPWA®, CAS, Director of Financial Planning. They discuss how you may be impacted by the changes. Listening Time: 28 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.

In this episode of Lead-Lag Live, I sit down with Ross Atefi, Founder and Wealth Advisor at Yatra Wealth Design, to break down why he believes the market is more fragile than headlines suggest.From AI mania to the quiet collapse in housing and jobs data, Ross explains how extreme concentration and stretched valuations have set up an environment that echoes the late '90s bubble — and what investors need to watch next.In this episode:– Why the S&P 500's “diversification” is a dangerous illusion– How AI spending is draining the cash that used to reward shareholders– The warning signals in housing and employment data– Why money supply matters more than Fed rhetoric when it comes to inflation– The $500K–$600K tax trap created by the “one big, beautiful bill” and how to avoid itLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive #Markets #Investing #AI #TaxPlanning #HousingMarket #JobsDataStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

Retirement works best when you're on the same page, financially and emotionally. In this episode of Clear Money Talk, Tim Clairmont, MSFS™, LACP™,  Wealth Advisor and Tyler Andrews, CFP®, Wealth Advisor explore how to align your plan with your partner's goals and protect each other along the way:

Retirement works best when you're on the same page, financially and emotionally. In this episode of Clear Money Talk, Tim Clairmont, MSFS™, LACP™,  Wealth Advisor and Tyler Andrews, CFP®, Wealth Advisor explore how to align your plan with your partner's goals and protect each other along the way:

Welcome to another episode of Accelerate Your Business Growth! In today's conversation, host Diane Helbig sits down with Mark Miller of Hilton Tax & Wealth Advisors, a seasoned expert with nearly four decades of experience in tax and wealth management. Mark has dedicated his career to helping business owners, executives, and high-net-worth individuals build, protect, and sustain their wealth—and he's been featured everywhere from Kiplinger's and The New York Times to Fox News and Money magazine. Recognized as a Presidential Businessman of the Year, Mark brings a wealth of practical knowledge and unique insight to our audience. In this episode, Mark unpacks the real strategies the ultra-wealthy use to legally slash their tax bills—and shares what successful business owners can do today to follow their lead. He demystifies common misconceptions about building wealth, reveals how the smartest investors avoid volatility, and explains why protecting your portfolio is more important than chasing the highest returns. Plus, he shares actionable tips for turning income into generational wealth before the year's end. If you've ever wondered how top-tier families and business dynasties invest and what truly makes the difference between smart and retail money, you won't want to miss this conversation. Grab your notebook and get ready for an eye-opening look at building lasting financial legacies. If you are a small business owner or salesperson who struggles with getting the sales results you are looking for, get your copy of Succeed Without Selling today. Learn the importance of Always Be Curious. Accelerate Your Business Growth is proud to be included on the list of the 45 Best Business Growth Podcasts. We are also honored to be selected by FeedSpot as one of the Top 10 Growth Hacking Podcasts, Top 25 Evergreen Podcasts and Top 50 Business Growth Podcasts on the web. Each episode of this podcast provides insights and education around topics that are important to you as a business owner or leader. The content comes from people who are experts in their fields and who are interested in helping you be more successful. Whether it's sales challenges, leadership issues, hiring and talent struggles, marketing, seo, branding, time management, customer service, communication, podcasting, social media, cashflow, or publishing, the best and the brightest join the host, Diane Helbig, for a casual conversation. Discover programs, webinars, services, books, and other podcasts you can tap into for fresh ideas. Be sure to subscribe so you never miss an episode and visit Helbig Enterprises to explore the many ways Diane can help you improve your business outcomes and results. Learn more about your ad choices. Visit megaphone.fm/adchoices

Susan Guthrie welcomes Patrick Kilbane, J.D., CDFA®, partner at Ullman Wealth Partners and Director of the Divorce Advisory Group, to talk about one of the most overlooked but critical phases of divorce: what happens to your finances after the papers are signed. Instead of stopping at the settlement, Patrick shows you how to step into your financial “2.0” with confidence. We talk about creating clarity around your monthly cashflow, setting up systems to cover everyday expenses, and simplifying your accounts so they're easy to manage. Patrick also shares how to plan ahead during the divorce, not just after, so you negotiate with your future in mind. You'll hear practical strategies for rebuilding credit, organizing your retirement and investment accounts, making smart housing decisions, and avoiding costly mistakes that can derail your long-term security.  Patrick's decades of experience as both an attorney and Certified Divorce Financial Analyst make this a must-listen for anyone ready to move beyond survival mode and build a strong, strategic financial foundation for the next chapter of life. What You'll Discover in This Episode How to recognize when it's time to shift from divorce survival to planning your independent future Simple steps to clarify monthly cashflow and set up systems to cover bills and savings Why involving a financial advisor before settlement helps you plan smarter and avoid gaps How strategic planning beyond the settlement sets you up for lasting stability and confidence More About Our Special Guest, Patrick Kilbane, J.D., CDFA®:  Pat is a Partner at the firm and serves as both a Wealth Advisor and General Counsel. He brings over a decade of experience helping clients coordinate and implement comprehensive wealth management strategies. In his legal role, he manages all legal matters for the firm and assists clients with navigating their own legal questions by connecting them to trusted resources. Pat also leads our Divorce Advisory Group, where he supports high-net-worth clients before, during, and after the divorce process. Drawing on his extensive background in family law and his Certified Divorce Financial Analyst® (CDFA®) designation, Pat helps clients make informed, confident financial decisions at every stage of marital dissolution. Before joining our firm, Pat built a successful legal career in matrimonial and family law, serving as a Shareholder at two respected statewide firms—GrayRobinson, P.A. and Rogers Towers, P.A.—in Jacksonville. Pat is deeply involved in the Jacksonville community and has served on numerous civic and professional boards. He has received several gubernatorial appointments, including to the Jacksonville Aviation Authority—where he served as Chairman from 2017–2018 and again from 2020–2021—and to the 4th Judicial Circuit Judicial Nominating Commission, where he served as Chairman from 2017–2019. Most recently, he was appointed by Governor Ron DeSantis to the Jacksonville Port Authority in 2024 and to the Florida Elections Commission in 2025. His leadership extends to the Jacksonville Bar Association, where he served on the Board of Governors and as President of its Young Lawyers Section. He is a graduate of Leadership Florida (Class XXXV) and currently serves as President of the Jacksonville Lawyers Chapter of the Federalist Society. Pat previously served as President of the Board of Directors of the Notre Dame Alumni Club of Greater Jacksonville and as a member of the Foundation Board for St. Vincent's Hospital. In 2017, he was appointed by Bishop Felipe Estévez to the Savings and Loan Board for the Diocese of St. Augustine. In 2020, he was elected to the Board of Trustees for Adrian College, which will honor him as its 2025 Distinguished Alumnus. Pat earned his J.D. from the University of Notre Dame and holds a B.B.A. from Adrian College, where he graduated summa cum laude. He is a Certified Divorce Financial Analyst® and co-author of Move Forward Confidently: A Woman's Guide to Navigating the High-Net-Worth Divorce. Website and Book http://ullmannwealthpartners.com Pat's book: Move Forward Confidently: A Woman's Guide to Navigating the High-Net-Worth Divorce. ===================== Take the Most of Your Listening Experience: If this episode resonates with you, be sure to: Subscribe to Divorce & Beyond so you never miss an episode. Share this episode with friends or loved ones who need hope and healing. Leave a 5-star review to help us reach even more listeners. Follow Us Online: Divorce & Beyond:  https://divorceandbeyondpod.com, IG: @divorceandbeyond MEET OUR CREATOR AND HOST: SUSAN GUTHRIE®, ESQ., the creator and host of The Divorce and Beyond® Podcast, has been nationally recognized as one of the top family law and divorce mediation attorneys in the country for more than 30 years.  Susan is the Chair of the American Bar Association Section of Dispute Resolution and is a sought-after keynote speaker, business and practice consultant, coach and trainer. You can find out more about Susan and her services here: https://susaneguthrie.com Divorce & Beyond is a Top 1% Overall and Top 100 Self-Help podcast designed to help you with all you need to know to navigate your divorce journey and most importantly, to thrive in your beautiful beyond!   ***************************************************************************** SPONSOR SPOTLIGHT: HELLO FRESH HelloFresh is now a proud sponsor of Divorce & Beyond! If you've been thinking about cutting back on grocery bills, avoiding food waste, or just getting dinner on the table without the stress — this is your moment, because right now, HelloFresh is offering one free item in every box — for life! That's right — every single box you order includes a free item, forever. And just to give you a taste of what that looks like... I got pineapple upside-down cakes in my first order! I originally discovered HelloFresh during the pandemic and fell in love with learning new recipes and expanding our dinner routine. I let it go for a while — hey, I live in Chicago with world-class restaurants on every corner — but with today's rising costs, HelloFresh is back on my table, and I'm so glad it is. So if you're ready to save time, money, and dinner — go to divorceandbeyond.com/hellofresh and sign up today to grab that free item for life. ***************** YUMIYU Jewelry YUMIYU Jewelry is Susan's favorite source for meaningful, handcrafted jewelry designed to empower women and celebrate individuality. Each piece is made with care, using high-quality materials like real gold and vermeil, and is water-resistant, non-tarnish, and hypoallergenic. During difficult times, like divorce, wearing a symbol of hope or protection—such as a hamsa or an evil eye—can be a comforting reminder to keep the faith and stay strong. As a special gift to my listeners, YUMIYU Jewelry is offering 20% off your purchase! Use the code "BEYOND" at checkout to claim your discount. Explore their stunning collection at yumiyujewelry.com and find your perfect piece today! Link: https://divorcebeyond.com/YUMIYU  Code: “BEYOND” for 20% off! ***************************************************************************** SPONSORSHIP OPPORTUNITIES AVAILABLE! If you would like to sponsor the show and reach our large community of those going through and healing from divorce, please reach out to us at  divorceandbeyondpod@gmail.com for pricing and details!!! ***************************************************************************** DISCLAIMER:  THE COMMENTARY AND OPINIONS AVAILABLE ON THIS PODCAST ARE FOR INFORMATIONAL AND ENTERTAINMENT PURPOSES ONLY AND NOT FOR THE PURPOSE OF PROVIDING LEGAL ADVICE.  YOU SHOULD CONTACT AN ATTORNEY IN YOUR STATE TO OBTAIN LEGAL ADVICE WITH RESPECT TO ANY PARTICULAR ISSUE OR PROBLEM.

In this episode of Women on Wealth, host Julina Ogilvie is joined by Josh Ouellette, CFP®, Wealth Advisor at Principle Wealth Partners, to unpack the cash conversation dominating today's markets. With more than $7 trillion sitting on the sidelines, investors face critical decisions about whether holding cash is a safety net or a missed opportunity. Timestamps:02:00 – Why cash is top of mind05:00 – The Fed's role & falling rates08:00 – Purpose of cash & asset allocation13:00 – CDs: the hidden risks19:00 – Cash vs. S&P 500 returns22:00 – Beyond CDs: exploring bonds27:00 – Bonds & diversification30:00 – The power of compounding33:00 – The “jelly bean” chart & diversificationConnect with Julina Ogilvie:WebsiteYouTubeLinkedInEmail- jogilvie@principlewealthpartners.comThe information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP's CRD #290180

In this episode of the Ellevate Podcast, host Anusha sits down with Tiffany Irving, Senior Vice President and Wealth Advisor at Mesirow Wealth Management, to talk about building wealth with purpose. Tiffany shares her path into financial advising, the importance of serving diverse communities, and her Three P's approach—Prepare, Plan, Protect—as a practical framework for financial security. She also dives into the power of financial literacy for younger generations, common mistakes people make when planning (or failing to plan), and why redefining legacy matters. Listeners will leave with insights that make money management approachable, personal, and empowering.Thank you to our sponsors Gies College of Business Want to be considered for the podcast? Send an email to ashton@ellevatenetwork.com with your topic focus and a short bio.To learn more about Ellevate Network and how we're building a community that supports women+ at every stage of their careers, visit ellevatenetwork.com or reach out to info@ellevatenetwork.com.

If you are facing a divorce, you likely need a team of professionals to protect your interests. In addition to your divorce attorney, you may consider involving your financial planner for a clear understanding of the important financial considerations for your future. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They welcome Mercer Advisors colleague Lorraine Eugenio, CERTIFIED FINANCIAL PLANNER® professional and Certified Divorce Financial Analyst. 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.