Podcasts about wealth advisors

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

In this episode of Digging In, host John Savarino is joined once again by Roan Cannon to talk about one of the most common—and costly—beliefs in personal finance: “I've got time.”They explore why people delay saving, how compounding truly works, and the long-term impact of starting late. More importantly, they focus on how small, consistent actions today can create meaningful progress over time.Whether you're just getting started or feel like you're behind, this episode offers perspective and practical steps to help you move forward with confidence.

Building wealth is one challenge. Preserving it, growing it efficiently, and passing it on to future generations is an entirely different game.In this episode, R. Kenner French sits down with financial consultant Mark Miller, partner at Hilton Tax and Wealth Advisors and manager of the Hilton Family Office. Together, they explore how family offices operate, why some of the wealthiest families in the world use them, and how many of the same principles can be applied by entrepreneurs, business owners, and investors who want to build long-term financial security.The conversation covers the origins of the family office model, the importance of coordinated financial planning, advanced tax mitigation strategies, succession planning challenges, and the growing role of artificial intelligence in wealth management.

Turning 40 is not a financial deadline, but it can be a meaningful checkpoint. In this episode of Clear Money Talk, Tim Clairmont and Tyler Andrews, CFP®, NSSA®, Wealth Advisor, discuss several financial moves worth considering before age 40, including building cash reserves, managing high-interest debt, saving with more intention, protecting income, reviewing workplace benefits, and making sure basic estate planning documents are in place. They also talk about how early financial decisions can affect flexibility later in life. From retirement savings to insurance coverage and goal-setting, the conversation focuses on practical ways to bring more structure and clarity to your financial plan. Whether you are approaching 40, already past it, or thinking through these decisions for your family, this episode offers a helpful reminder that small choices made today can play an important role over time. Download the companion checklist for this episode to review the financial moves worth considering before age 40: https://clearfp.com/financial-moves-to-consider-before-40-checklist/

Turning 40 is not a financial deadline, but it can be a meaningful checkpoint. In this episode of Clear Money Talk, Tim Clairmont and Tyler Andrews, CFP®, NSSA®, Wealth Advisor, discuss several financial moves worth considering before age 40, including building cash reserves, managing high-interest debt, saving with more intention, protecting income, reviewing workplace benefits, and making sure basic estate planning documents are in place. They also talk about how early financial decisions can affect flexibility later in life. From retirement savings to insurance coverage and goal-setting, the conversation focuses on practical ways to bring more structure and clarity to your financial plan. Whether you are approaching 40, already past it, or thinking through these decisions for your family, this episode offers a helpful reminder that small choices made today can play an important role over time. Download the companion checklist for this episode to review the financial moves worth considering before age 40: https://clearfp.com/financial-moves-to-consider-before-40-checklist/

Where are you with your finances, and where do you want to be? 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 equality in the household when it comes to investing. Sophia explains […]

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.

Craig Bolanos, Co-founder and Wealth Advisor at VestGen Wealth Partners, joins Jon Hansen on Your Money Matters to discuss the latest market numbers. On topics like spending, borrowing, investing, and retirement, US adults correctly answered only 47% of questions on the TIAA Institute's 2026 test. Craig breaks down why that is and how money values can transcend […]

Here is a stat that should keep every small business owner up at night: approximately 80% of businesses never change hands. The owners simply close the doors, walk away, and leave decades of effort and equity on the table.   In this episode, host Colleen O'Connell-Campbell sits down with Markian Pergat, an Ottawa-based entrepreneur who has lived the full arc - from student painter, to burnt-out sole operator sleeping five hours a night, to building a business that runs without him - and who is now on a mission to help service-based, trades, and Main Street business owners do the same. Markian walks through his EXITS Method, a five-part framework covering the emotional, strategic, and structural work required to build a business that is actually sellable. The conversation is a candid look at what happens when technical excellence masks business fragility, and what it takes to shift from self-employed technician to business owner with real options.   Key Takeaways: Approximately half of Canadian businesses are still owned by baby boomers, and roughly 80% of small businesses never successfully transition to a new owner. They simply close.   Markian started with College Pro Painters at 19 (winning Rookie of the Year for Eastern Ontario), then founded Sand and Stain, a seasonal wood restoration business in Ottawa. He spent years as a one-man operation - doing all sales, production, and emails - before hitting a breaking point and trying to sell. A broker told him the business was essentially unsellable because it was entirely dependent on him.   That wake-up call launched a four-to-five-year transformation. Markian systematically removed himself from every role, built an online quoting calculator that replaced in-person estimates (going from 8-10 quotes per day to over 100), hired for sales and production, and turned the business into something that runs with minimal owner involvement. The irony: once it became sellable, he no longer wanted to sell.   The EXITS Method is a five-part framework:  E (Equanimity) - the emotional and mindset work of letting go of identity, title, and control.  X (X Factor) - differentiation plays including micro M&A, where small businesses merge or acquire to reach a size that attracts larger buyer pools.  I (Independence) - separating the owner from the business, and reducing dependency on any single employee, supplier, or customer.  T (Transferability) - building the value levers that make a business attractive to a buyer: systems, recurring revenue, documented processes, and scalable operations.  S (Strategy) - creating multiple exit pathways rather than a single plan, because life, markets, and technology can change overnight.   The most common problem Markian sees: technically brilliant tradespeople and service providers who are thinking like technicians, not like business owners - and certainly not like buyers. The shift from "How do I do this work better?" to "How do I build an asset that works without me?" is the fundamental unlock.   Markian's sweet spot is businesses in the zero to $5 million revenue range (up to $10 million), typically below the threshold where private equity would show up with a cheque. These businesses have the most room to pull levers and create value - and the most to lose if the owner does nothing.   The best deals often happen off-market. When a business is visibly well-run, systematized, and not dependent on the owner, unsolicited offers start showing up - just like the best real estate deals happen before a listing goes live.   Exit preparation is synonymous with business building. Start before you are ready. Even if you decide not to exit, going through the process of making your business sellable will make it better to own.   Be part of the 20% who exit on purpose and on their own terms. Book a one-on-one Wealth Gap Analysis with Colleen O'Connell-Campbell. Let us talk about your time frame, your value, and your vision. Reach out on LinkedIn or email.   Please leave a five-star rating and review to help more founders find the show. Thank you!   ***   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 financial topic on Your Money Matters. In this episode, Sophia Yudkowsky, Vice President and Wealth Advisor at Mesirow Wealth Management, joins Jon Hansen to talk about equality in the household when it comes to investing. On average, women live longer than men, they are now […]

In this episode of Digging In, host John Savarino sits down with Jovan Marshall to take an honest look at life insurance—what it is, what it isn't, and how it fits into a broader financial plan.They discuss:- The core role of life insurance as protection- When it can serve a strategic purpose- How to determine whether coverage is appropriate for your situation- The importance of shopping purpose over price.Along the way, they address common misconceptions and highlight the importance of aligning any policy with a clear goal.At its core, life insurance isn't about fear—it's about providing clarity, stability, and peace of mind for the people who matter most.

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

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 Trump account app goes live, oil prices, and how the Middle East conflict is affecting the markets. For more information, go to GetRetiredStayRetired.com.

RSUs can feel like a great opportunity, but they can also create a tough question: Should you sell when they vest, or hold the stock and see what happens? In this episode of Clear Money Talk, Tim Clairmont, MSFS™, LACP™, Wealth Advisor, and Tyler Andrews, CFP®, Wealth Advisor, break down the key considerations behind restricted stock units, including taxes, concentration risk, emotional attachment, and how company stock may fit into a broader financial picture. They also explore one simple question that can help clarify the decision: If this showed up as cash instead of stock, would you use that money to buy the same company's shares? Tune in for a clear, practical conversation about RSUs and why the right decision depends on more than the stock price.

RSUs can feel like a great opportunity, but they can also create a tough question: Should you sell when they vest, or hold the stock and see what happens? In this episode of Clear Money Talk, Tim Clairmont, MSFS™, LACP™, Wealth Advisor, and Tyler Andrews, CFP®, Wealth Advisor, break down the key considerations behind restricted stock units, including taxes, concentration risk, emotional attachment, and how company stock may fit into a broader financial picture. They also explore one simple question that can help clarify the decision: If this showed up as cash instead of stock, would you use that money to buy the same company's shares? Tune in for a clear, practical conversation about RSUs and why the right decision depends on more than the stock price.

Segment 1: Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners gives gas price updates and analyzes how the stock market has responded to uncertainty over the Iran war. Segment 2: Carl Prouty, ‘The Technologist,' at Abt Electronics in Glenview talks about the best deals on grills and graduation gifts.

On May 19, 2026, 914INC. proudly celebrated its 16th annual Wunderkinds Awards with a special cocktail reception at the Mamaroneck Beach & Yacht Club. This year's event honored 26 exceptional professionals under the age of 35 who were handpicked by the magazine's editors for their standout talent, innovative thinking, and meaningful contributions to the Westchester community. Featured in the May/June 2026 issue, these rising stars represent the future of the region's business landscape. A warm congratulations goes out to all of this year's honorees, along with a sincere thank you to the event sponsors who helped make this memorable celebration possible.Westchester Talk Radio host Joan Franzino Derick Ansah, Assistant Vice President and Wealth Advisor at Tompkins Financial Advisors, a sister company to Tompkins Bank. With over a decade of experience in private wealth planning, including a background working with Morgan Stanley and UBS, Derick focuses heavily on financial, investment, and trust and estate planning. He emphasizes the upcoming great wealth transfer and his desire to help families navigate legacy planning in the Westchester market.

Thursday, May 21 on Urban Forum Northwest:*Earl Key, Senior Director of Transportation Equity, Washington State Department of Transportation (WSDOT) talks about WSDOT's new Small Business Program that complies with the new anti DEI initiatives and still afford possibilities for minority and women owned businesses seeking to do business with WSDOT.*Hayward Evans is the newly elected president of the Seattle King County NAACP. He shares his organizational strategy which is already being implemented to insure that the NAACP will have a representative in every region of Martin Luther King Jr. County.*Bob Armstead, president, Washington State Chapter-National Association of Minority Contractors (NAMC) comments on the role that Wendell Stemley, president, National NAMC played in saving the Disadvantage Business Enterprise (DBE). The lawsuit, Mid-America Milling Co. vs DOT was originally filed by groups seeking to eliminate race and gender conscious elements of the DBE Program.*Dennis Williams, Jr.,Vice President, Wealth Advisor, Farther Finance invites you to New Beginnings Christian Fellowship (NBCF) to hear information regarding Investment Strategies;Retirement Readiness;Long Term Care;College Savings;Budget and Savings. The workshop will be held on Saturday, May 23 11:00 am-12:30 pm at NBCF.Urban Forum Northwest streams live at www.1150kknw.com. Like us at www.urbanforumnw.com for archived programs and relevant information. Like us on facebookSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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.

"When you look at where families invest across the spectrum of sustainable and impact investing, climate is really at the forefront. They think about that because, look at our environment, look at the food supply… because of environmental issues. Not withstanding the tariffs too….These are issues that have to be segmented and families are doing the work and they're putting their capital in…(F)amilies really are more and more values aligning their investments, and there's a blurring  (of the) line between philanthropy and catalytic investing so that they can invest in climate and do things in all their active portfolios. So I feel like this is just going to increase over time in a pretty significant way." Jolyne Caruso on Electric Ladies Podcast The great wealth transfer of $124 trillion will flow into the hands of women, Millennials and Gen Zrs over the next 30 years, and these are hands that value climate, clean energy, sustainability and social causes more than their forebears. What impact might that have? Listen to Jolyne Caruso, Financial Executive, Investor and Wealth Advisor in this enlightening conversation with Electric Ladies Podcast host Joan Michelson. You'll hear about: ●        How women tend to donate and invest differently than men do and why. ●        Impact and climate-related investing the way women, Gen Z & Millennials do it. ●        New spins on "risk" and "reward" & why financial literacy is crucial. ●        What the great wealth transfer is and how it could dramatically affect the economy. ●        Plus, career advice, such as:  "One of the things that I recommend women do, Joan, is to join boards as soon as they can. And I'll tell you why. When I was at Barnard, I was very involved as a student in my class. I was reunion chair and raising money for my class. But it wasn't until I got on the alumni board at Barnard, which led to getting on the big board at Barnard when I was 40 years old, that my life fundamentally changed….This isn't about giving a hundred thousand dollars to your alma mater that you don't have. It's finding boards that will all take women of all ages…My daughter's on the board of a dog rescue company, organization. Get on a board and sit around the table and become a change agent in that regard….Because you network, you get hands-on experience without being at work." Jolyne Caruso on Electric Ladies Podcast Subscribe to our newsletter to receive our podcasts, blog, events and special coaching offers.  You'll also like: ·       New Business Models For Philanthropy - Amy Dornbusch, AtlasDaughters, Entrepreneur, Investor, Philanthropist ·       Women's Trillions Drive New Economic Values - with Silvia Bastante de Unverhau, LGT Private Bankers International ·       New Venture Capital Models For Women and CleanTech - Cecile Blilious, Veteran Venture Investor, Venture ESG, European Women in VC ·       Creativity & Relationships Secure Grants - with Megan Pater, CEO/Founder of Fund Nation and ECE Solutions ·       Investing in Companies For Social Impact - with Meredith Shields, CEO of Citi Impact Fund  Subscribe to our newsletter to receive our podcasts, blog, events and special coaching offers.  Thanks for subscribing on Apple Podcasts or iHeartRadio and leaving us a review! Follow us on Twitter @joanmichelson

What happens after the career ends?For many people, retirement is supposed to be the reward after decades of hard work. But even financially prepared adults often struggle with the emotional transition away from work. Why? Because retirement is not just a financial decision — it is an identity shift.In this episode of The Matt Feret Show, Matt sits down with Gregg Lunceford, Managing Director and Wealth Advisor at Mesero Wealth Management and author of Exit From Work, to explore the psychology of retirement and what Gregg calls “the third age of life.”Gregg explains why work provides much more than income, including structure, purpose, psychological success, and social connection — and why losing those things can leave retirees feeling lost, anxious, or disconnected even when their finances are secure.My website with more Medicare resources, books, courses, and more: https://prepareformedicare.comI recommend my wife's Medicare insurance agency, but there's never any obligation or pressure to work with her team. Here's more information if you're interested: https://brickhouseagency.comThe Matt Feret Show is about thriving in midlife, retirement, and beyond. Each week, Matt shares smart conversations on Medicare, Social Security, retirement planning, health, wealth, wellness, caregiving, and life after 50.Explore more episodes and sign up for The Matt Feret Newsletter: TheMattFeretShow.comNeed Medicare help? Book a no-obligation consultation: BrickhouseAgency.comWatch full episodes on YouTube: The Matt Feret ShowSubscribe on Apple, Spotify, or YouTube for more insights on wealth, wisdom, and wellness in retirement. Hosted on Acast. See acast.com/privacy for more information.

What happens when four moms start making labels in a Hamilton basement and, 14 years later, get a call from a global industry giant? In this episode, host Colleen O'Connell-Campbell sits down with Julie Cole, one of the four co-founders of Mabel's Labels, to trace the full arc: from masking tape and permanent marker frustrations in the early 2000s, to building a fiercely loved e-commerce brand, to a reported $12 million acquisition by Avery Labels that closed in under six months. What makes Julie's story unique is the fact that she is still at Mabel's Labels a decade later, now as Senior Director of Public Relations, championing the brand she helped build. The conversation covers what buyers actually look for, why keeping your house in order is non-negotiable, how four co-founders (who were also family) navigated decisions without destroying relationships, and why selling your business does not have to mean falling out of love with it.   Key Takeaways:   Mabel's Labels was founded approximately 23 years ago by Julie Cole, her sister, and two university friends who married into the family. It started in a Hamilton basement solving a simple problem - kids were losing their gear, and there was no good labelling solution beyond masking tape and marker.   The four co-founders divided responsibilities by department (production, IT and finance, marketing, PR), which worked well early on but eventually created silos. Each founder became protective of their team's priorities, and the business reached a point where it needed one person overseeing the whole operation rather than four co-CEOs pulling in different directions.   Managing a co-founding team that is also family requires deliberate effort. The founders brought in a coach to navigate difficult growth decisions and to separate business disagreements from personal relationships - a practice Julie compares to Midday Squares' weekly "family therapy" sessions.   The acquisition by Avery Labels (a publicly traded company) happened fast - the initial call came in July, and the deal closed on New Year's Eve of the same year. Julie emphasizes this timeline is not normal and should not be expected.   Due diligence is where you can lose money. A letter of intent might come in at one number, but if the buyer finds problems, the offer shrinks. Julie's advice: keep your housekeeping in order from the start, not just when a deal appears.   The exit process is a full-time job. Having four co-founders meant one could focus on the transaction while the others kept the business running - a luxury solo founders do not have. Julie has seen entrepreneurs take their eye off operations during a sale, get left at the altar, and end up with a year of lost sales and deal fatigue.   Because Avery is publicly traded, the founders could not tell their staff about the potential acquisition. They told the team it was a tax audit - which felt terrible given their culture of transparency - but was necessary for regulatory compliance. Once the deal was announced, the founders led with reassurance: no one was losing their job, the brand was staying, and the team would be supported through the transition.   Two co-founders left immediately after the sale, one stayed as general manager for a couple of years, and Julie has remained for 10 years. She now reports to a former direct report who became GM - and is fully at peace with that dynamic. Her role is to be the brand's voice, its public face, and its connection to the community.   The brand's longevity is built on community. Julie was one of the original "mom bloggers", has attended Mom 2.0 conferences for 18 years, and has continuously followed her audience from blogs to Facebook to Instagram to Reddit. Mabel's Labels looks like a low-tech product but is a high-tech, e-commerce-driven business that has adapted to every platform shift for over two decades.   Julie is also the author of 'Like a Mother: Birthing Businesses, Babies, and a Life Beyond Labels', a bestseller covering her parenting and entrepreneurial journey.   Julie Cole's story is a reminder that a cash-rich exit does not have to be the end - sometimes it is the start of the next chapter in the same business. If her story has you thinking about your own entrepreneurial journey, book a one-on-one Wealth Gap Analysis with Colleen O'Connell-Campbell. Reach out on LinkedIn or email    Could you leave a five-star rating and review please? It helps more founders find the 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.

Are you accidentally putting your retirement at risk? In this week's episode, Micah Shilanski, Managing Partner and Wealth Advisor, and Luke Eberly, Wealth Advisor, break down a common mistake we see: treating retirement accounts like an ATM without a clear plan. The result? Unexpected taxes, market timing risks, and potential strain on long-term financial independence Need professional help with your retirement planning? Schedule a call today: https://zurl.co/AiAC Visit our website: https://zurl.co/ykNww

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins Jon Hansen, filling in for John Williams, to talk about the economic impact of President Trump’s visit to China, the fragile nature of the job market, if he’s concerned about the ongoing war in Iran and the possibility of stagflation, the three things he’s currently worried […]

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins Jon Hansen, filling in for John Williams, to talk about the economic impact of President Trump’s visit to China, the fragile nature of the job market, if he’s concerned about the ongoing war in Iran and the possibility of stagflation, the three things he’s currently worried […]

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins Jon Hansen, filling in for John Williams, to talk about the economic impact of President Trump’s visit to China, the fragile nature of the job market, if he’s concerned about the ongoing war in Iran and the possibility of stagflation, the three things he’s currently worried […]

Segment 1: Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins Jon Hansen to talk about the economic impact of President Trump’s visit to China, the fragile nature of the job market, if he’s concerned about the ongoing war in Iran and the possibility of stagflation, the three things he’s currently worried about in the […]

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 Dynasty.

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 Nasdaq hits record highs, Kevin Warsh is confirmed as the new Fed chair as inflation is kicking higher, and credit card delinquencies are high. Jon and Craig break down these topics and more. […]

In this episode of Clear Money Talk, Tim Clairmont, MSFS™, LACP™, Wealth Advisor, and Tyler Andrews, CFP®, Wealth Advisor, explore a question more investors are starting to ask: Is private equity worth the hype? Private equity can sound interesting because it may offer access to companies that are not traded on the stock market. But it also comes with tradeoffs that are easy to overlook, including limited access to your money, less transparency, and different fee structures. They discuss: • What private equity actually is • Why it has been getting more attention • How it differs from buying publicly traded stocks • The potential benefits and tradeoffs • Why understanding the investment matters before deciding whether it belongs in your plan Private equity may be worth understanding, but that does not mean it's right for everyone. This episode helps break down the opportunity, tradeoffs, and the key questions investors should consider before moving beyond traditional public markets. Tune in to the full episode on YouTube, Spotify, Apple Podcasts, or wherever you listen.  

In this episode of Clear Money Talk, Tim Clairmont, MSFS™, LACP™, Wealth Advisor, and Tyler Andrews, CFP®, Wealth Advisor, explore a question more investors are starting to ask: Is private equity worth the hype? Private equity can sound interesting because it may offer access to companies that are not traded on the stock market. But it also comes with tradeoffs that are easy to overlook, including limited access to your money, less transparency, and different fee structures. They discuss: • What private equity actually is • Why it has been getting more attention • How it differs from buying publicly traded stocks • The potential benefits and tradeoffs • Why understanding the investment matters before deciding whether it belongs in your plan Private equity may be worth understanding, but that does not mean it's right for everyone. This episode helps break down the opportunity, tradeoffs, and the key questions investors should consider before moving beyond traditional public markets. Tune in to the full episode on YouTube, Spotify, Apple Podcasts, or wherever you listen.

Welcome to this week's episode of "People in Transition". I'm your host, Bob Gerst, and today I'm joined by Gregg Lunceford, PhD, CFP®, a seasoned wealth advisor and thought leader who is redefining how we think about retirement. As a Managing Director at Mesirow and an academic researcher focused on 21st-century retirement transitions, Gregg brings a rare combination of real-world experience and deep intellectual insight to this conversation. With more than two decades of advising individuals approaching and entering retirement, his work goes far beyond finances - exploring identity, purpose, and what it truly means to thrive in life's “third age.” Gregg is also the author of "Exit from Work", where he challenges conventional thinking and opens the door to a more intentional, fulfilling vision of retirement.In this engaging and thought-provoking discussion, Gregg and I explore several important yet often overlooked aspects of retirement. We dig into why so many people struggle to feel excited about retirement - touching on the loss of structure, daily accomplishment, and social connection that work provides - and what can be done to address those challenges. Gregg introduces the idea of building a “coaching identity” and explains how it can provide continuity and purpose during this transition. We also discuss how retirement doesn't have to be a binary, all-or-nothing decision; it can be a gradual shift, working fewer days over time. Along the way, we examine the untapped sense of empowerment that retirement can offer, the importance of replacing “kinship with friendship,” and how evolving life stages - from youth to middle age to the “third age” - shape our satisfaction and happiness.This is a conversation that challenges assumptions and opens up new possibilities for anyone thinking about what comes next. Gregg offers practical insights and a refreshing perspective on how to approach retirement not as an ending, but as a beginning filled with opportunity. If you're preparing for this transition - or even just starting to think about it - this episode will give you plenty to consider. To learn more about Gregg and his work, visit his LinkedIn profile: https://www.linkedin.com/in/gregg-lunceford-phd-cfp%C2%AE-3aa83a15/Send us Fan Mail

Brent chats with Gary Pattengale about how clients can use after-tax strategies to improve their investing and planning outcomes. They discuss things like Roth IRAs, utilizing losses, counseling clients on the complexity, and helping people make informed decisions. Gary Pattengale serves as a Senior Vice President, Advanced Planning Specialist and Wealth Advisor in Mesirow Wealth Management. Gary acts a centralized, specialized resource advising clients on tax implications and strategy considerations when building comprehensive financial plans. Gary has over 30 years of experience in the financial services industry. Prior to joining Mesirow in 2024, Gary helped individuals, families and entities with their investment and financial planning needs as well as helping corporate executives and key employees navigate their stock-based compensation plans at companies such as Corient and Northern Trust. He also served in various accounting and auditing roles. Gary earned a Bachelor of Science in Accounting from Northern Illinois University and has also earned his CERTIFIED FINANCIAL PLANNER®  designation and has previously held the Certified Public Accountant certification. Gary can be found at: Gary Pattengale | Mesirow Employee Bio This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker's firm or its affiliates. If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

Watch the full episode on the Gregory Ricks Total Wealth YouTube Channel: https://youtu.be/zbgqW0a7q9YIn the first episode of the Winning at Life podcast, Gregory Ricks, CEO & Wealth Advisor, shares how his journey from car enthusiast to financial advisor was shaped by early money lessons and his father's passing. He discusses why retirement planning matters, the value of risk tolerance and compounding interest, and how a financial advisor can support your goals. Plus, hear how Gregory Ricks Total Wealth grew to serve over a thousand families. If you have questions or would like to discuss your unique financial situation, schedule your no-obligation, 15 minute consultation with Gregory Ricks Total Wealth TODAY! Request a free copy of Gregory Rick's book "Retirement Deserves a Helpful Hand: A Guide to the Destination You Deserve"  Subscribe to our YouTube ChannelFind us on FacebookTune in to the Winning at Life with Gregory Ricks podcast every Wednesday at 3PM for practical retirement tips and inspiration for your financial future!gregoryricks.com---Insurance products are offered through the insurance business Gregory Ricks Total Wealth. Gregory Ricks Total Wealth is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Gregory Ricks Total Wealth are not subject to Investment Adviser requirements.Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.  Any references to protection, safety, or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.This video is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.Gregory Ricks Total Wealth is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Gregory Ricks Total Wealth.This podcast show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.3832734 - 3/26

Episode Summary: What is the difference between a business that generates income and one that creates wealth? In this episode, host Colleen O'Connell-Campbell sits down with husband-and-wife team Krystyn and Matt Harrison of Horizon Advisors, who bring complementary perspectives from different sides of the deal table. Krystyn is a five-time founder who learned the hard way what happens when you run your own sale process, lose competitive tension, and have a seven-figure LOI collapse in eight weeks. Matt spent his M&A career watching owners come to market for the wrong reasons - cancer diagnoses, divorces, sudden deaths - and seeing how lack of preparation cost them millions. Together, they now work with founders at a million dollars or more in EBITDA to build businesses that are more valuable, less founder-dependent, and full of options - whether that means scaling further, stepping back, or selling. The conversation covers founder psychology, the control trap, why your best seller being the owner is a red flag to buyers, and how to flip the mindset from working in your business to working on it.   Key Takeaways:   Krystyn built Prosper, a coaching platform with 30,000 users and clients including RBC and Lululemon. When a close competitor raised $150 million, she pursued a sale. Running her own process without an M&A advisor, she lost competitive tension, watched a seven-figure LOI fall apart, and ultimately exited on far less favourable terms. Lesson one: do not run your own process. Lesson two came after the deal closed - Krystyn had no plan for what came next. An empty calendar and an identity crisis followed. The exit is not a headline. It is a phase of the business, and personal readiness is part of it.   After Prosper, Krystyn operated within a U.S. private equity roll-up in the e-commerce ecosystem, where she learned to build value through the enterprise value lens - not just revenue growth, but moving the multiple by putting systems, process, data, and assets in place.   Matt's M&A experience revealed that most owners came to market for difficult reasons - health crises, divorce, death. Very few were proactively prepared. The most common gaps were financials with small errors that eroded buyer trust, tax planning that should have started two years earlier, and founder dependency that made the business look risky.   Founder dependency is one of the biggest destroyers of enterprise value. Matt saw owners proudly declaring themselves their company's best salesperson - which is exactly what buyers do not want to hear. Buyers want a sales engine, not a sales hero. Client concentration of 85% held by the founder is pure risk in a buyer's eyes.   Profit pays your bills. Value gives you options. A profitable business with heavy founder dependency may generate strong income but will not command the valuation or optionality the owner is hoping for.   Krystyn's two litmus tests for founder dependency: First, in the last two weeks, how many of your leaders came to you with problems versus solutions? If they are bringing problems, you may have created a culture where you solve everything for them. Second, imagine you are on a desert island for four weeks with no devices - what would break? The answers reveal where the business is too dependent on you.   Horizon Advisors works with founders at a million or more in EBITDA. They start with a complimentary 90-minute value baseline assessment covering approximately 24 value drivers, then move into long-term one-on-one advisory engagements (bi-weekly two-hour sessions with the founder, quarterly strategic planning with the leadership team). All advisors are former operators and owners themselves.   They track enterprise value monthly and view everything through the lens of building optionality - not just preparing for a sale, but making the business more valuable regardless of what the founder decides to do next.   Krystyn also hosts the podcast 'Worth Owning', exploring what it means to build businesses and lives worth owning - with a focus on the emotional journey, not just the transaction.   If this episode has you wondering whether your business is building enterprise value or simply generating income, book a one-on-one Wealth Gap Analysis with Colleen O'Connell-Campbell. Let us connect today's decisions with your future cash-rich exit. Reach out on LinkedIn - Colleen O'Connell-Campbell - or email   

Are your retirement decisions guided by your own goals, or are they influenced by headlines, ads, and market noise? In this episode of the Plan Your Federal Retirement Podcast, Micah Shilanski, Managing Partner and Wealth Advisor, and Floyd Shilanski, Managing Partner and Wealth Advisor, break down how external influences can impact financial decision-making, often without you even realizing it. From chasing last year's top-performing investments to reacting to market volatility, they explain how these behaviors can affect long-term retirement outcomes. Visit our website: https://zurl.co/ykNww

If your goal is to not be the richest person in the cemetery you may need to shift your mindset away from the years where saving money was your first priority. 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 importance of recognizing the emotional and psychological benefits of careful savings, while at the same time not missing out on enjoying life today. Listening Time: 21 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.

What happens if your FERS retirement paperwork is delayed, or you can't follow up after submitting your application? In this episode of FERS Federal Fact Check, Micah Shilanski, Managing Partner, Wealth Advisor, walks through what federal employees can do if their retirement application feels stuck in the system. From locating your CSA number to reconnecting with OPM and understanding potential delays, this video breaks down practical next steps. Learn more and read the full breakdown here: https://plan-your-federal-retirement.com/fers-paperwork-lost-or-delayed-steps-to-get-back-on-track?utm_medium=social&utm_source=social&utm_campaign=fffc-26-0429  

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about the stock market still hitting all-time highs, the economy looking strong overall, consumer confidence ticking higher while consumer sentiment dragging, the health of the labor market right now, how he is feeling about the Iran war and its impact on the markets […]

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about the stock market still hitting all-time highs, the economy looking strong overall, consumer confidence ticking higher while consumer sentiment dragging, the health of the labor market right now, how he is feeling about the Iran war and its impact on the markets […]

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about the stock market still hitting all-time highs, the economy looking strong overall, consumer confidence ticking higher while consumer sentiment dragging, the health of the labor market right now, how he is feeling about the Iran war and its impact on the markets […]

On paper, wealth can look like a number. Net worth, income, assets, investments, and lifestyle all tend to shape how people measure financial success. But in real life, feeling wealthy often has less to do with the size of your balance sheet and more to do with clarity, confidence, health, margin, and whether your money supports the life you actually want to live. In this episode of Clear Money Talk, Tim Clairmont, MSFS™, LACP™, Wealth Advisor, and Tyler Andrews, CFP®, Wealth Advisor, explore why some people may look wealthy but still feel financially uneasy, while others may have fewer assets on paper but feel secure in their financial life. They discuss how lifestyle creep, social media comparisons, unclear goals, and lack of structure can make it difficult to feel wealthy, even when the numbers seem strong. They also unpack why predictable income, inflation planning, thoughtful spending habits, and a clear purpose for your money may contribute to a clearer and more confident financial perspective. Whether you are building wealth, preparing for retirement, or simply trying to better understand your relationship with money, this conversation offers a thoughtful look at what it really means to feel wealthy.

On paper, wealth can look like a number. Net worth, income, assets, investments, and lifestyle all tend to shape how people measure financial success. But in real life, feeling wealthy often has less to do with the size of your balance sheet and more to do with clarity, confidence, health, margin, and whether your money supports the life you actually want to live. In this episode of Clear Money Talk, Tim Clairmont, MSFS™, LACP™, Wealth Advisor, and Tyler Andrews, CFP®, Wealth Advisor, explore why some people may look wealthy but still feel financially uneasy, while others may have fewer assets on paper but feel secure in their financial life. They discuss how lifestyle creep, social media comparisons, unclear goals, and lack of structure can make it difficult to feel wealthy, even when the numbers seem strong. They also unpack why predictable income, inflation planning, thoughtful spending habits, and a clear purpose for your money may contribute to a clearer and more confident financial perspective. Whether you are building wealth, preparing for retirement, or simply trying to better understand your relationship with money, this conversation offers a thoughtful look at what it really means to feel wealthy.

Should you have a death plan? What important information should you leave for your family members to prepare them for your passing? Dr. Gregg Lunceford, Wealth Advisor at Mesirow Wealth Management, joins Jon Hansen for a Mesirow Monday. Gregg shares how you should leave your family with the right plan and information upon your passing. For […]

Nicholas King is a wealth advisor. However, he also founded “After Arts”, a community of professionals who share a passion for and background in music. He also founded the “Art of Giving Back”, a non-profit dedicated to supporting young musicians and giving back to the community. And he started out as a concert pianist who performed in various major venues. He serves on the Board of Governors of The Mannes School of Music, the Board of Directors of the National Opera Company and “Project Music Heals Us”, and the Advisory Board of The New York Public Library for the Performing Arts.  My featured song is “Cakewalk For Debra”, from the album Miles Behind by the Robert Miller Group. Spotify link. —----------------------------------------------------------- The Follow Your Dream Podcast:Top 1% of all podcasts with Listeners in 200 countries! Click here for All Episodes  Click here for Guest List  Click here for Guest Groupings  Click here for Guest Voices Click here to Subscribe  Click here to receive our Email Updates Click here to Rate and Review the podcast —---------------------------------------- CONNECT WITH NICHOLASwww.theafterartsgroup.com —--------------------------------------- ROBERT'S NEWEST RELEASE:“MI CACHIMBER ALL STARS” is the new, expanded version of Robert's single, “Mi Cachimber”, which he wrote for his father. Featuring Camila Cortina on Rhodes and Xito Lovell on trombone in addition to Benny Benack III and Dave Smith on flugelhorn, and Project Grand Slam's rhythm section. CLICK HERE FOR OFFICIAL VIDEO CLICK HERE FOR ALL LINKS —-------------------------------------- ROBERT'S RECENT RELEASE: “MA PETITE FLEUR STRING QUARTET” is Robert's recent release. It transforms his jazz ballad into a lush classical string quartet piece. Praised by a host of classical music stars. CLICK HERE FOR YOUTUBE LINK CLICK HERE FOR ALL LINKS —--------------------------------------- Audio production: Jimmy RavenscroftKymera Films   Connect with the Follow Your Dream Podcast: Website - www.followyourdreampodcast.comEmail Robert - robert@followyourdreampodcast.com   Follow Robert's band, Project Grand Slam, and his music: Website - www.projectgrandslam.comYouTubeSpotify MusicApple MusicEmail - pgs@projectgrandslam.com    

Many federal employees care deeply about charitable giving, but the way you give can really affect your taxes. In this episode of the Plan Your Federal Retirement Podcast, Micah Shilanski, Managing Partner and Wealth Advisor, and Luke Eberly, Wealth Advisor, break down strategies that may help you make more tax-efficient charitable contributions, based on current IRS rules. They cover practical concepts like Qualified Charitable Distributions (QCDs), donor-advised funds, and how standard vs. itemized deductions can affect your overall tax picture. The goal is simple: help you better understand the rules so you can make more informed retirement decisions. If you want to help make sure you take the right step while handling your federal benefits, schedule a consultation call with one of our advisors today - https://zurl.co/PWkw  

John Walker, Regional Vice President, Mercer Advisors, and CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors, help you steer clear of costly wealth management mistakes. Listening Time: 32 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.

With Wen Nottebohm—Managing Director, Wealth Advisor at Cresset Overview Wen Nottebohm of Cresset joins Mindy Diamond to share the next gen perspective: how advisors can design their own growth path, earn credibility among UHNW clients, the value of mentors, the influence of AI, and much more. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. Watch… https://youtu.be/jmtqqBQ9C80 About this episode… There's a fairly well-defined career path for most financial advisors. You spend the early years learning the business, supporting senior advisors, and gradually taking on more responsibility. When it comes to ultra-high net worth clients, that timeline tends to stretch even longer, given the complexity and expectations that come with those relationships. But the path isn't always linear. And in some cases, it moves faster than people expect—especially when the focus shifts from simply accumulating experience to developing real expertise and “a seat at the table” early on. That's part of what makes Wen Nottebohm's perspective so compelling. Wen is part of the Atlanta team at Cresset, a $230B+ multi-family office. The team manages roughly $7B in assets, and Wen herself is advising on $1.6B for UHNW families and entrepreneurs. What stands out is not just the scale, but how early in her career Wen stepped into that level of responsibility—and what it actually required to make that work. In this conversation with Mindy Diamond, Wen offers a very real look at the next gen perspective, including: The wirehouse environment—and what made it a successful training ground. The value of a mentor—and how working with Justin Berman helped her move to the next level. Building a book to over $1B—and how she did so in a much shorter timeline than many of her peers. Earning credibility—and what it really takes to build a business and client trust with less of a track record. Working with a sophisticated client base—and how to manage expectations and identify what they really value. The benefit of a firm like Cresset—and how the more personalized culture and boutique feel creates a foundation for growth. The influence of AI—and how it's both changing the dynamic and raising the level of the advisor-client conversation. This episode is a masterclass for next gen and seasoned advisors alike, identifying what it really takes to build a billion-dollar business in a rapidly changing environment and questioning whether the traditional timeline for building an advisory practice is being rewritten in real time. Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002. Related Resources Finding the Shortest Path to Excellence Can Be a Game Changer for AdvisorsDoing everything you can to deliver better service, drive growth, and achieve your goals faster can result in extraordinary benefits. The 4th Annual Advisor Transition ReportA data-driven look at where advisors are moving, why they're making changes, and what it means for your business in 2026. Life After Goldman Sachs: A Story of Extraordinary SuccessEx-Goldman Sachs advisor Justin Berman shares how he found the courage to leave the Goldman imprimatur, brave Garden Leave, and build the $3B Berman Capital Advisors. Wen NottebohmManaging Director and Wealth Advisor Wen Nottebohm is a Managing Director, Wealth Advisor at Cresset. She works with clients to help protect and grow their legacy in order to have a bigger impact on what is most important to them. Wen was named to the 2024 Barron's Top 100 Independent Advisors, 2025 Barron's Top Independent Financial Advisors, 2025 Barron's Top Financial Advisors By State, 2025 Barron's Top Women Financial Advisors, 2025 Forbes Top Women Wealth Advisors Best-In-State, 2025 Forbes Best-In-State Wealth Advisors, 2025 Forbes Top Next-Gen Wealth Advisors Best-In-State, and 2025 Forbes America's Top Next-Gen Wealth Advisors lists. Prior to Cresset, Wen worked as a Wealth Advisor for Berman Capital Advisors, and before that was with AQR Capital Management, where she was a Client Strategies and Portfolio Solutions Analyst. Wen started out her career in the Private Wealth Management division at Morgan Stanley Smith Barney, where she specialized in risk and discretionary account management for the firm's ultra-high-net-worth clients. Wen graduated from MIT with Bachelor of Science degrees in Economics and Management Science. She also holds an MBA from The Wharton School, University of Pennsylvania. She obtained the CERTIFIED FINANCIAL PLANNER® designation in 2019. Wen and her husband live in Atlanta with their son and daughter. She serves on the Board of the YWCA of Greater Atlanta and is involved with the Atlanta Regional Commission Global Advisory Panel, the MIT Alumni Association, the Wharton Club of Atlanta, and the Young Women Leadership Forum. Wen is also a member of the LEAD Atlanta Class of 2016.

Can contributing to a 401(k) help protect your FERS Special Retirement Supplement? Many people assume this, but the rules don't always work the way federal employees expect. In this FERS Federal Fact Check, Micah Shilanski, Managing Partner and Wealth Advisor, answers a listener's question and walks you through how the earnings test applies to your supplement and why certain strategies, like increasing 401(k) contributions, may not reduce the impact. Working after retirement may reduce your supplement depending on your earnings. Understanding how income is measured can help you avoid unexpected changes to your retirement income. Tune in and find out: - How the FERS Special Retirement Supplement works - What the earnings test is and how it applies - Why 401(k) contributions don't reduce counted income - What types of income are included (and excluded)  - Planning considerations if you expect to work in retirement