Podcasts about wealth advisors

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: Big payrolls don't guarantee success, either in sports or in business.Lean about the Dean Dorton Diifference at DeanDortonwealth.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: @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: Big payrolls don't guarantee success, either in sports or in business.Lean about the Dean Dorton Diifference at DeanDortonwealth.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: @MoEgger

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.

We are prepping for October and the spooky season on Your Money Matters. Every Monday, a specialist from Mesirow joins Jon Hansen to discuss a different financial topic. This week, Noah Bloch, Vice President and Wealth Advisor at Mesirow, talks about his top five list of the scariest things you can do to your finances. For more information, […]

The Twin Cities business community is preparing for one of the year's most anticipated gatherings: the EPI Regional Summit. In this week's episode of Poised for Exit, we're joined by Todd Krough, President of the EPI Twin Cities Chapter and Wealth Advisor with UMB Bank, for an inside look at what attendees can expect on October 9 at Union Depot in St. Paul.Todd reflects on the evolution of the Owners Forum into today's Regional Summit and why the Twin Cities Chapter continues to grow in reach and impact. This conversation highlights how the Summit has become a cornerstone event for connecting business owners and advisors, offering fresh insights, meaningful connections, and perspectives that extend well beyond the day itself.This conversation provides a behind-the-scenes look at what makes the Regional Summit such a powerful opportunity, from the energy of the Twin Cities business community to the unique lineup that blends learning, networking, and inspiration. If you're considering attending, or simply want to understand what sets this event apart, this episode offers the perfect preview of what's ahead!Learn more & get involved:

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: When will the sports streaming bubble burst? Lean about the Dean Dorton Diifference at DeanDortonwealth.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: @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: When will the sports streaming bubble burst? Lean about the Dean Dorton Diifference at DeanDortonwealth.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: @MoEgger

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about the surge in home sales, the anticipation of two more rate cuts this year, why it’s going to be a good time for investors, the expected rise in unemployment numbers, and why leaning into AI could be good for your portfolio.

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about the surge in home sales, the anticipation of two more rate cuts this year, why it’s going to be a good time for investors, the expected rise in unemployment numbers, and why leaning into AI could be good for your portfolio.

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about the surge in home sales, the anticipation of two more rate cuts this year, why it’s going to be a good time for investors, the expected rise in unemployment numbers, and why leaning into AI could be good for your portfolio.

Segment 1: Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about the surge in home sales, the anticipation of 2 more rate cuts this year, why it’s going to be a good time for investors, the expected rise in unemployment numbers, and why leaning into AI could be good for […]

We're kicking off Season 5 with one of Anne and Anne's most important podcast topics—women and money! Grit & Gravitas is live in the Members 1st podcast studio welcoming Jacinda Webber and Kim Houck, Wealth Advisors, Members 1st Investment Services and Wealth Management. Women are expected to receive 70% of the estimated $124 trillion in the next 25 years—the largest transfer of wealth in history. Jacinda and Kim educate us on how to have a conversation about investing, how to feel comfortable talking about money, the importance of starting now, and why it's never too late to take control of your financial future. This season premiere is jam-packed with business vitamins so listen now! 

This week, Ross McGoodwin talks with Andrew Gearhart, Partner and Wealth Advisor at Waverly Advisors. Together, they discuss Waverly's explosive growth, its M&A strategy, and how partnerships with DPL enhance holistic financial planning. They explore integrating annuities and insurance into a fiduciary model, the role of technology, and why culture is central to building sustainable advisor platforms. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

Serial entrepreneur Ed Hansen joins host Colleen O'Connell-Campbell on the Cash Rich Exit Podcast to share his decades-long journey founding, scaling, and selling multiple businesses - including Hanson Lawn and Gardens and Ext.tech. In this episode, Ed reveals how mindset, adaptability, and a focus on relationships have shaped his entrepreneurial path.   Key takeaways: The early entrepreneurial spark - from cutting grass to building a multi-million-dollar company. Buying vs. selling a business - why every transaction is unique and how to make sure both sides win Building for a future exit - the difference between creating a great product and creating a sellable company. Technology and user experience - how Ext evolved from Ed's landscaping business and now powers companies across industries. The power of peer groups - how his role as a TEC Canada Chair gives entrepreneurs a safe space to learn, grow, and problem-solve. Monday Matters on LinkedIn - why Ed's weekly videos resonate with entrepreneurs and how showing up consistently builds trust and reach. Fun frank advice - focus on the journey, surround yourself with the right people, and don't take criticism from people you wouldn't take advice from.   ****   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.

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: The Burrow Effect. The financial kind. Lean about the Dean Dorton Diifference at DeanDortonwealth.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: @MoEggerPodcasts 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: The Burrow Effect. The financial kind. Lean about the Dean Dorton Diifference at DeanDortonwealth.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: @MoEggerPodcasts 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

Craig Bolanos, Co-founder and Wealth Advisor at VestGen Wealth Partners, joins Jon Hansen on Your Money Matters to discuss the latest market numbers. Craig talks about the Fed rate cut, what we can expect from the economy, and more! Visit GetRetiredStayRetired.com for more information.

If you plan to gift cash or securities to a family member, friend, or charity there may be benefits to share. 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 the value of having a tax strategy when giving or receiving financial gifts. 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.

DISCLAIMER:The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations.

If Congress doesn't act, the 2025 tax sunset could bring higher income taxes, lower deductions, and a significant reduction in estate tax exemptions. In this episode, Tim Clairmont MSFS™, LACP™, Wealth Advisor, and Tyler Andrews CFP®, Wealth Advisor, break down the ripple effects this could have on high-income earners, retirees, and families with growing estates. They also share practical tools to prepare—like using life insurance in estate planning, reviewing your gifting strategies, and considering Roth conversions while today's tax rates are still in place.

If Congress doesn't act, the 2025 tax sunset could bring higher income taxes, lower deductions, and a significant reduction in estate tax exemptions. In this episode, Tim Clairmont MSFS™, LACP™, Wealth Advisor, and Tyler Andrews CFP®, Wealth Advisor, break down the ripple effects this could have on high-income earners, retirees, and families with growing estates. They also share practical tools to prepare—like using life insurance in estate planning, reviewing your gifting strategies, and considering Roth conversions while today's tax rates are still in place.

:bulb:Get Alexis and Jon's great insights one-on-one with a free review of your portfolio. Go to https://www.wealthion.com/free and select OnePoint BFG Wealth Partners on the form. This week on Rise UP!, Rise Growth Managing Partner Terri Kallsen is joined by Alexis Miller, Director of Investment Research & Alternative Investments, and Jon Betlow, Partner & Wealth Advisor, at OnePoint BFG Wealth Partners, to break down the biggest stories shaping markets and portfolios right now. With PPI down but CPI still sticky, mortgage rates falling to an 11-month low, and U.S. retail sales and housing starts data on deck, Alexis and Jon unpack what this all means for inflation, the Fed's next move at the FOMC meeting next week, and your financial plan. They also tackle an increasingly common challenge: parents helping their adult children financially — from rent and student loans to down payments — and how to balance generosity today with securing your retirement and legacy. #RiseUP #Wealthion #Investing #Inflation #MortgageRates #FedRateCut #FinancialPlanning #Retirement #EstatePlanning #AlternativeInvestments #Markets #ParentingAndMoney #Wealth #Finance Chapters: 2:01 - This Week's Market Recap 3:35 - PPI & CPI for August Show a Divergence 6:45 - Weak Jobs, High Inflation… What Does This Mean for Fed Policy? 9:43 - Mortgage Demand in the US Spikes as Rates Fall 12:57 - An New Emerging Reality: Supporting Adult Children 15:01 - With Adult Children, How Should We Approach Estate Planning? 17:37 - Investment Strategies to Balance Supporting Grown Kids & Your Own Security 20:13 - How Can Young Parents Prepare to Help Support Children in the Future 21:50 - September FOMC Meeting: What to Expect 22:59 - US Retail Sales & Consumer Strength 24:15 - Housing Starts—How It Ties into the Broader Inflation Picture 25:19 - Concluding Thoughts ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today, I am pleased to welcome Craig Armstrong, Managing Partner of Veridian, a Miami-based tax, audit, accounting, and advisory firm. Craig has over 25 years of public accounting experience, including serving clients ranging from Fortune 500 companies to local or middle market companies, as well as high net worth family offices and individuals. He began his career with the firm of Williams, Cox, Weidner, and Cox in Tallahassee, Florida, and held prior roles as Senior Manager of Corporate Accounting Special Projects with Ryder System, Inc. and South Florida Site Leader for audits of employee benefit plans at PwC in Miami. Craig co-founded CAPA, a certified public accounting firm in 2004 and merged with Hancock Askew in 2020 prior to forming Veridian in 2025. He serves on the audit and finance committee of the Board of Directors for Catholic Charities of the Archdiocese of Miami and is a member of the University of Miami's School of Business Accounting Advisory Board. Craig and his firm, Veridian, are advisor members of FOX and we are thrilled to have their expertise available within our membership community. In recent years, technological advancements have transformed the role of the advisor serving UHNW families. Craig talks about how the role of the advisor has evolved alongside technology, and particularly how the role of the CPA has changed. With the rise of AI, we are beginning to witness the next-stage transformation of the family advisor role. Craig shares his thoughts on what is likely to happen to the role of the fiduciary advisor in the era of AI – how will CPAs, estate planners, and wealth planners will coexist with the AI tools. One practical consideration advisors and families need to navigate is the increasingly divergent preferences between older-gen and rising-gen clients. Craig offers his tips on how professionals and clients can best manage the “generational tug of war” caused by their different values and preferences. Finally, Craig provides his and suggestions for UHNW clients on how best to interact with their CPA – especially given all the self-serve tools and AI solutions that are increasingly available in all professional services fields. Please enjoy this highly informative conversation with a leading expert and experienced UHNW advisor serving enterprise families.

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: @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.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: @MoEgger

DISCLAIMER:The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations.

In this episode of The Cash Rich Exit Podcast, host Colleen O'Connell-Campbell sits down with Ashley Hopkins, President & CEO of Paradigm Commercial Group, and Sarah Vandenbelt, Broker of Record & Founder of Paradigm Commercial Real Estate. Together, they share how their unexpected journeys into real estate led to a powerful partnership under the Paradigm brand.   We discuss: The winding career paths that brought them into real estate. Why building strategic partnerships and strong networks is critical in a male-dominated industry. How property management is more than collecting rent - it's finance, legal, emergency planning, and community-building rolled into one. The importance of due diligence and long-term planning in both investing and property ownership. Practical insights for business owners who want to use real estate strategically - whether as an operating base or an investment vehicle. How adaptability, collaboration, and leveraging trusted relationships drive success in real estate. Their stories highlight what's possible when business owners align passion with purpose, and when professionals join forces to provide full-service real estate solutions tailored to client needs.   Fun Frank Advice: Ashley: “Don't take no for an answer. An obstacle is just an opportunity in disguise. Keep pushing, keep looking for resources, and surround yourself with the right people.” Sarah: “Don't wait until you feel ready. Bet on yourself, take the leap, and trust that you'll figure it out.” Connect with Ashley & Sarah

Episode 109: This week, Kyle Van Pelt talks with Tiffany Irving, Senior Vice President and Wealth Advisor at Mesirow Wealth Management. Tiffany specializes in working with high-net-worth individuals, families, and non-profit organizations by providing comprehensive wealth management advice and customized asset allocation strategies to help them accumulate, grow, protect, and distribute their wealth.  Tiffany shares her work with business owners and her passion for empowering women in finance. From the challenges of working with busy entrepreneurs to navigating wealth transfer and the evolving role of women in financial planning, Tiffany offers valuable insights on preparing, planning, and protecting both personal and business wealth. She also shares her perspective on technology, growth strategies, and the future of consolidation in the RIA space. In this episode: (00:00) - Intro (01:28) - Tiffany's money moment (03:49) - How Tifanny succeeds in communicating with business owners (05:24) - How Mesirow helps business owners (06:54) - Helping business owners prepare, protect, and plan their wealth (09:21) - What it takes to attract the next generation of investors (11:55) - Tiffany's thoughts on the great wealth transfer and women in finance (16:44) - Leveraging technology to serve clients better (18:01) - Mesirow's growth strategies and marketing approaches (19:56) - Tiffany's outlook on the future of the industry (23:38) - Tiffany's thoughts on the consolidation happening in the industry (26:41) - Mesirow's core values (27:56) - Tiffany's Milemarker Minute Key Takeaways Treat your personal wealth like your business, with a strategy to prepare, plan, and protect. Create your board of directors. As a business owner, you shouldn't be the middleman between all of your advisors. Surround yourself with a trusted team of professionals, including attorneys and tax experts, and let them collaborate on your behalf. Educate the next generation. The great wealth transfer is happening now. Get the next generation involved in conversations about the family's financial history, values, and goals. Women are not a niche market. With women living longer and the rise of female breadwinners and business owners, the financial industry is overdue in adapting to serve women. Financial planning is about empathy and understanding the unique goals and concerns of every client, regardless of gender. Quotes "There are a lot of tools in our tool belt as advisors. We just have to remember to educate our clients and let them know what's available." ~ Tiffany Irving "Women are not a niche market. We're over 50% of the population. So, we're trying to make sure that both partners or spouses are engaged and involved in all of our financial discussions." ~ Tiffany Irving "Client demographics are evolving. The next generation is here, and we have to meet them where they are." ~ Tiffany Irving  Links  Tiffany Irving on LinkedIn Mesirow Salesforce eMoney Advisor Holistiplan Charles Schwab Fidelity Investments The God of the Woods Lula Dean's Little Library of Banned Books Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

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: @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.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: @MoEgger

Melissa Bouchillon, Managing Partner at Sound View Wealth Advisors, shares more about the firm's founding in 2018, its growth story since then, its focus on culture and people, and what makes the RIA unique.

It's not uncommon for some folks to look back on their personal financial history and have some remorse. 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 a recently released Bankrate survey identifying some of the drivers of financial regrets, how they've changed over the years, and how to address them. 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.

Are you navigating life solo and wondering how to build lasting financial security — without a second income or a partner? This episode is for you.Join Glory Gray, Financial Planner and Wealth Manager, as she dives into the unique realities of wealth planning for single women over 45 — whether you're single by choice or by chance.You'll learn:The top 5 financial challenges single women face — and how to overcome themHow to turn your independence into your greatest financial strengthPractical strategies to build a strong foundation, invest wisely, plan for retirement, and protect your futureWhy estate planning and building your financial dream team is essential when you're planning soloGlory also shares inspiring real-life examples of how Canadian women are redefining success, housing, retirement, and joy on their terms.

Podcast: Hacks and Hobbies - Passion to Profit Stories with Junaid Ahmed (LS 38 · TOP 2% what is this?)Episode: Chad Willardson (Wealth Advisor): The Simple Money Blueprint to Build Wealth and Live Stress-FreePub date: 2025-08-18Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationWelcome to another episode of Hacks and Hobbies! I'm your host, Junaid, and today we're diving deep into the world of entrepreneurship, wealth-building, and lifestyle freedom with our returning guest, Chad Willardson. Chad is the founder of Pacific Capital and creator of the Platinum Elevated coaching program, where he helps entrepreneurs not just grow their businesses, but also achieve true financial and lifestyle freedom. In this episode, Chad shares powerful strategies for investing outside your business, setting ambitious goals, and surrounding yourself with growth-minded people. We'll also discuss how to avoid burnout, recharge your energy, and create a business that supports the life you love. Whether you're just starting out or looking to take your success to the next level, Chad's insights will inspire you to take action and build the future you deserve. Stick around—this is an episode you won't want to miss!Where to reach Our Guesthttps://chadwillardson.com/https://www.linkedin.com/in/chadwillardson/3 Hacks to take awayInvest Outside Your Business: Entrepreneurs should not tie all their net worth to their business. It's crucial to invest in assets outside the business—such as retirement accounts, the stock market, or real estate—to build long-term wealth and financial security.Surround Yourself with Growth-Minded People: The people you associate with greatly influence your success. Being around ambitious, growth-focused individuals helps expand your mindset and accelerates your personal and business growth.Set Big Goals and Take Massive Action: Success comes from setting ambitious goals and following through with determined, consistent action. Combine this with regular self-investment—whether in skills, training, or masterminds—to achieve both business and personal growth.Connect with our Host JunaidWant to be a guest on Hacks and Hobbies – Passion to Profit Stories?Send Junaid Ahmed a message on PodMatch, here: https://www.podmatch.com/member/hacksandhobbies

Podcast: Hacks and Hobbies - Passion to Profit Stories with Junaid Ahmed (LS 38 · TOP 2% what is this?)Episode: Chad Willardson (Wealth Advisor): The Hidden Habit That Keeps Entrepreneurs Broke and Burned OutPub date: 2025-08-15Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationWhy do so many entrepreneurs achieve financial success but end up with broken personal lives?In this episode, Chad Willardson—founder of Pacific Capital and Platinum Elevated—shares the truth about building wealth while keeping your family and health intact. From leaving Merrill Lynch after the 2008 recession to building his own firm, Chad reveals the hidden traps that keep entrepreneurs overworked, unhealthy, and unfulfilled, and how to break free.

They're marketed as convenient. But Target Date Funds can sometimes be too aggressive, too conservative, or simply too generic for your unique situation. In this episode, Tim Clairmont MSFS™, LACP™, Wealth Advisor, and Tyler Andrews CFP®, Wealth Advisor, break down the mechanics of Target Date Funds and offer perspective on how to evaluate whether they're truly working for you. The conversation covers the importance of understanding your fund's glide path, comparing how different providers structure their portfolios, and evaluating the potential risks of relying too heavily on automation. You'll also hear about alternative strategies that could provide more clarity, flexibility, and alignment with your goals.

They're marketed as convenient. But Target Date Funds can sometimes be too aggressive, too conservative, or simply too generic for your unique situation. In this episode, Tim Clairmont MSFS™, LACP™, Wealth Advisor, and Tyler Andrews CFP®, Wealth Advisor, break down the mechanics of Target Date Funds and offer perspective on how to evaluate whether they're truly working for you. The conversation covers the importance of understanding your fund's glide path, comparing how different providers structure their portfolios, and evaluating the potential risks of relying too heavily on automation. You'll also hear about alternative strategies that could provide more clarity, flexibility, and alignment with your goals.

Uncertainty is a constant in life—and especially in our financial lives. But not all uncertainty is created equal. Some arises from missing information we could know. Other times, the outcome is simply unknowable—or truly random. In this episode of The Behavioral Divide, UCLA Professor Hal Hershfield talks with decision science expert Professor Craig Fox to unpack the psychology of uncertainty. They explore why our brains struggle to deal with it, how different types of uncertainty influence our choices, and what the research says about interventions that actually help. Joining them is Dagny Maidman, Executive Managing Director and Wealth Advisor at Cresset, who brings the practitioner's lens—sharing how she guides clients through unpredictable markets, imperfect information, and the emotions that come with both. If you enjoy the show, please let us know by giving our series a five-star rating. We'd also love to hear from you. To join in on the discussion, send us a note at: BehavioralDivide@AvantisInvestors.com. Important Disclosures The views expressed in this presentation are the speaker's own and not necessarily those of American Century Investments. This presentation is for general information only and is not intended to provide investment, tax or legal advice or recommendations for any particular situation or type of retirement plan. Please consult with a financial, tax or legal advisor on your own particular circumstances. Hal Hershfield is not affiliated with American Century Investments. Follow us on social media: LinkedIn: https://a.vant.is/409KwhI X: https://a.vant.is/3HKHwSL Subscribe to The Behavioral Divide podcast: Spotify: https://a.vant.is/4jPw45t Apple: https://a.vant.is/4mVi2Ca YouTube: https://a.vant.is/4lIjYfy 

If You've Been Telling Yourself: ✅✅ “I want to invest smarter, but I don't know where to start.”✅ “I'm worried a market crash will wipe out my savings.”✅ “I don't know how to reduce my taxes like the wealthy do.”Then this is your episode because Mark reveals how to invest like an American dynasty, focusing on safety, security, and tax savings.Mark Miller is the manager of the Hilton family office, working with Brad Hilton, grandson of Conrad Hilton, founder of Hilton Hotels. With decades in financial services at American Express and beyond, Mark has helped wealthy clients grow billions using “smart money” strategies. Now, through Hilton Tax and Wealth Advisors, he's bringing these exclusive tactics to Main Street investors with as little as $250,000 or $30,000/year in taxes.EPISODE HIGHLIGHTS[00:00:00-00:06:00] Breaking the Mold: Why Traditional Investing Fails[00:06:01-00:09:10] The Four Buckets of Wealth: A Smarter Portfolio[00:09:11-00:13:55] Riding the AI Wave: Opportunities in the Fourth Bucket[00:13:56-00:19:04] Choosing Top Money Managers[00:19:05-00:30:46] Tax Hacks the Wealthy Use:Path to Zero Taxes[00:30:47-00:36:14] From Hilton to Buffett: Lessons from LegendsSpecial Mentions:* Conrad Hilton, Brad Hilton of the Hilton family* Warren Buffett and Ray Dalio, investment legends* Bill Gates and Ted Turner* Books: How to Invest Like an American Dynasty and The Tax Free Business Owner by Mark Miller* Companies: Nvidia, SpaceX, Amazon, Intel, Tesla*** Start taking action right NOW!

What happens when your exit strategy is about more than just money? In this episode, host Colleen O'Connell-Campbell talks to April Harbottle, a highly experienced M&A advisor and business transition specialist. April has spent years helping small and mid sized business owners unlock the value of their companies and transition successfully, whether through exits or by scaling with new partnerships.   Together, they explore how values, identity, and leadership evolution shape the founder journey - especially when it's time to let go.  

Dr. Gregg Lunceford, Wealth Advisor at Mesirow Wealth Management, joins Jon Hansen for a Mesirow Monday. The two discuss why the younger generations are staying at home longer than before and how their career paths have changed. For more information, visit www.mesirow.com or call 877 Mesirow.

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams, to talk about today’s big market rally after Fed Chairman Jerome Powell suggested interest rate cuts would be coming soon, how many rate cuts he expects to see for the rest of 2025, and when we we’ll see the full impact of tariffs. Craig […]

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams, to talk about today’s big market rally after Fed Chairman Jerome Powell suggested interest rate cuts would be coming soon, how many rate cuts he expects to see for the rest of 2025, and when we we’ll see the full impact of tariffs. Craig […]

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams, to talk about today’s big market rally after Fed Chairman Jerome Powell suggested interest rate cuts would be coming soon, how many rate cuts he expects to see for the rest of 2025, and when we we’ll see the full impact of tariffs. Craig […]

Ben Criddle talks BYU sports every weekday from 2 to 6 pm.Today's Co-Hosts: Ben Criddle (@criddlebenjamin)Subscribe to the Cougar Sports with Ben Criddle podcast:Apple Podcasts: https://itunes.apple.com/us/podcast/cougar-sports-with-ben-criddle/id99676