Podcasts about wealth advisors

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

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

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

Proper tax planning can be an important part of determining the real value of your IRA accounts. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss traditional and Roth IRAs and how each may fit into your overall retirement plan. Listening Time: 19 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. ("Mercer Advisors"), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.

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

Mark Miller, known as “The Money Man,” discussed his work as a business financial consultant and his partnership with Brad Hilton of the Hilton family—grandson of Conrad Hilton. Together, they manage Hilton Tax and Wealth Advisors and the Hilton Family Office, focusing on bringing high-level, institutional wealth strategies to everyday investors. Their goal is to bridge the gap between Wall Street and Main Street, giving average entrepreneurs access to the same sophisticated tools the ultra-wealthy use to build and preserve wealth.Miller explained the concept of a family office, which originated with the Rockefellers as a way to unify financial advisors, attorneys, and wealth managers under one coordinated structure. Over time, this evolved into the virtual family office (VFO) model, which outsources top experts across different fields rather than hiring a large in-house staff. This approach allows clients—whether in large cities or small towns—to access the best professionals globally through modern technology, without the massive overhead or management challenges of traditional offices.The discussion then shifted to common challenges family offices face, based on a Vast Vault community survey: hiring, succession planning, and tax mitigation. Miller shared that virtual family offices eliminate many hiring issues since they outsource to “best-in-class” experts rather than recruiting internally. This ensures clients get top-tier service without the risks of turnover or mismatched talent, which often plague traditional family offices.On succession planning, both Miller and Kenner agreed it's one of the most complex and emotionally charged parts of wealth management. It often takes years to coordinate among multiple generations and advisors. Miller emphasized the importance of including spouses and younger heirs early in the planning process to maintain harmony and prevent disputes. Communication, he noted, is the key to avoiding future conflict—especially as family dynamics evolve and new decision-makers step in.Finally, they addressed tax mitigation, which Miller ranked as the most critical element of wealth building. He stressed that proactive and advanced tax planning can dramatically increase net worth, citing examples where clients saved millions in a single year. Both agreed that focusing on tax efficiency allows families to grow their wealth faster and more sustainably. Takeaways• Mark Miller is a financial consultant with extensive experience in family offices.• Family offices originated from the Rockefellers to manage wealth cohesively.• Virtual family offices offer boutique services with outsourced expertise.• Communication among advisors is crucial for effective wealth management.• Succession planning is complex and requires inclusive communication.• Tax mitigation is essential for building and preserving wealth.• Advanced tax strategies can significantly reduce tax liabilities.• AI can enhance efficiency in wealth management and tax planning.• Wealth management should focus on safety before seeking high returns.• Education on wealth strategies should be accessible to all, not just the wealthy.Sound Bites• What is a family office?• The original was an individual family office.• Succession planning is very complex.Listen & Subscribe for More:

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

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

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

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

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

In this episode of Digging In, host John Savarino sits down with Jason Thiele, Rooted's Lead Planning Specialist, to explore the difference between the retirement many people think they want and the one they actually need.Jason dives into:-Why successful retirement is about more than just a number in the bank-The difference between a stressful retirement and a secure one-How lifestyle, clarity, and purpose shape true financial freedom-Real examples of clients who discovered their vision for retirement wasn't what they expected—and how planning made the differenceThis conversation will help you think beyond dollars and cents to what retirement really means: safety, security, and a life you actually look forward to living.

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

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

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

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

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

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

OCBC is breaking new ground in banking talent development with a first-of-its-kind upskilling programme that transforms mortgage specialists into certified wealth advisors. This initiative empowers employees to offer both home loans and a full spectrum of investment and insurance solutions, deepening customer relationships while creating seamless, end-to-end service. On Industry Insight, Lynlee Foo speaks to Tok Geok Peng, Group Head for Consumer Secured Lending, OCBC to find how this is reshaping frontline banking roles, and what this means for customers.See omnystudio.com/listener for privacy information.

Newly enacted regulations may have an impact on the how your charitable tax deductions will be treated by the IRS. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors along, with Mercer Advisors colleague Bryan Strike, MS, MTx, CFA, CFP®, CPA, PFS, CIPM, RICP®, CPWA®, CAS, Director of Financial Planning. They discuss how you may be impacted by the changes. Listening Time: 28 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.

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

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

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

In this episode of the Cash Rich Exit Podcast, Colleen O'Connell-Campbell welcomes Joanna Track, serial entrepreneur, strategist, and founder of Good Eggs & Co.   Joanna has launched and exited multiple businesses - including Sweet Spot, eLuxe, and The Bullet - and now leads Good Eggs & Co., a consultancy focused on content and context marketing. Known for her candid, no-nonsense approach, Joanna shares what she's learned about building brands with staying power, navigating exits, and avoiding common pitfalls that entrepreneurs face.   Key Highlights:   Redefining success in an exit: why an exit doesn't always equal success, and how legacy plays a role.   From Sweet Spot to The Bullet: Joanna's journey of launching and scaling digital-first businesses in Canada, often ahead of the curve.   The capital gap for women entrepreneurs: reflections on raising millions in funding and the systemic challenges women still face.   Don't build on rented land: Joanna's hard-won philosophy on creating assets you own (like email lists and websites) versus relying on platforms you don't control.   Content with context: why brands need to serve before they sell, focus on the long game, and create authentic, relatable voices.   Personal brand vs. business brand: why people buy from people, and how leaders can use thought leadership to strengthen both.   Growth mindset: why Joanna shifted from saying she wanted to keep Good Eggs small, to embracing its rapid growth trajectory.   Fun, frank advice: be yourself, be authentic, and test - because the biggest risk is never putting your ideas into the world. Whether you're scaling, selling, or starting fresh, Joanna's story offers lessons in resilience, ownership, and building a brand that thrives beyond you.   If Joanna's insights sparked ideas for your own business or exit strategy, connect with host Colleen O'Connell-Campbell on LinkedIn or to schedule your complimentary Wealth Gap Analysis. *** 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.

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

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

It's a Mesirow Monday, and this October, a specialist from Mesirow joins Jon Hansen to share the spookiest things you can do for your finances. Noah Bloch, Vice President and Wealth Advisor at Mesirow, joins Your Money Matters. Noah breaks down the consequences of not budgeting and carrying high-interest debt. For more information, visit www.mesirow.com […]

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

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

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 discusses the unemployment rate, how the government shutdown will impact data, and the storage of value. For more information, go to GetRetiredStayRetired.com.

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

If you are facing a divorce, you likely need a team of professionals to protect your interests. In addition to your divorce attorney, you may consider involving your financial planner for a clear understanding of the important financial considerations for your future. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They welcome Mercer Advisors colleague Lorraine Eugenio, CERTIFIED FINANCIAL PLANNER® professional and Certified Divorce Financial Analyst. Listening Time: 26 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.

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

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.

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.