Podcasts about wealth advisors

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

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

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

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

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

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

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

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

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

In this episode of Digging In, host John Savarino is joined by Nick Barnes, Operations Specialist, to talk about what record-high markets really mean—and what they don't.With headlines constantly pointing to new highs, many investors feel pressure to act. But Nick explains why reactive decisions often do more harm than good, and how prepared retirees rely on disciplined strategies instead of emotional responses.They explore the importance of rebalancing, understanding the critical 5-year window around retirement, and why having a plan matters far more than trying to predict what comes next.

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

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

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

A Note of Gratitude:

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

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

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

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

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

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

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

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 gives his thoughts on the first Fed meeting and what he expects from this new Federal Reserve Chair. For more information, go to GetRetiredStayRetired.com.

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

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 how women's household roles play a factor when it comes to investing and how both parties need to understand the cost breakdown for their […]

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

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

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.

Segment 1: Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams about the SpaceX IPO, why people are excited about this IPO, and if you should consider buying some of SpaceX right now. Segment 2: Carl Prouty, “The Technologist” at Abt Electronics in Glenview, tells John about some of the best gifts for Father’s Day.

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

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 […]

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.

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.

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 […]

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.

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