Podcasts about wealth advisors

Craig Bolanos, Co-founder and Wealth Advisor at VestGen Wealth Partners, joins Jon Hansen on Your Money Matters to discuss the latest market numbers and predictions on where the S&P will be in 2026. For more information, go to GetRetiredStayRetired.com.

In this episode of Digging In, host John Savarino sits down with Jacqueline Walter, Rooted's Director of Marketing, to explore how we balance risk in both life and finances.They unpack how personal risk tolerance shapes the everyday decisions we make—from choosing bold moves in careers and relationships to how we save and spend for retirement. Jacqueline also shares how her own approach to risk influences the way she leads Rooted's marketing strategies.Whether you're navigating life changes, building a retirement plan, or simply curious about how risk plays into the choices we all make, this conversation will give you fresh perspective on why balance matters.

In this episode of The Wealthy Practitioner Podcast, Steph sits down with Certified Financial Planner Meera Shireen for a powerful conversation about money, nervous system safety, and what it actually means to feel secure with your finances as your business grows. While Meera brings over a decade of financial planning experience, this conversation goes far beyond traditional money advice. Together, they unpack why so many entrepreneurs fear wealth, how childhood patterns shape your financial identity, and why nervous system regulation is one of the most overlooked components of building long-term wealth. Meera shares her journey from studying economics to entering the financial planning world, launching her own firm, and integrating somatic therapy into her work. She explains why so many high earners still feel "bad with money," the emotional blocks that keep entrepreneurs from knowing their numbers, and how industry jargon and gatekeeping contribute to shame and avoidance. Throughout the episode, Steph and Meera break down the biggest money mistakes entrepreneurs make, how to choose the right financial advisor, why understanding your numbers is a somatic exercise, and how to use money to improve your quality of life—not outsource your entire life. This is an honest, grounding, and empowering conversation for anyone who wants to make more money and feel genuinely safe holding it. 00:00 Introduction 01:06 Meera's Journey: From Economics to Financial Planning 03:52 Why So Many Entrepreneurs Feel "Bad With Money" 07:41 Money Jargon, Gatekeeping & Financial Avoidance 10:22 Nervous System Responses to Wealth & Money Conversations 14:47 Fear of Success and Why More Money Can Feel Unsafe 17:10 Knowledge as a Somatic Regulator 19:28 How Financial Professionals Should Actually Support Clients 23:54 How to Choose a Financial Planner or Wealth Advisor 27:13 The Role of CPAs, Bookkeepers, and Fiduciaries Explained 31:02 Why Tracking Every Penny Is a Control Mechanism 34:22 Using Money to Improve Quality of Life (Not Avoid Life) 38:19 Outsourcing vs. Losing Connection to What Brings You Joy 43:08 What Clients Should Do First to Improve Their Relationship With Money 48:35 Creating Healthy, Values-Aligned Money Routines 52:20 Final Thoughts To connect with Meera, follow her on Instagram @meerashireen. Don't forget to join our community inside The Wealthy Practitioner Facebook Group here: https://www.facebook.com/groups/434424630787977 

Are you letting market complacency quietly erode your retirement dreams? This episode dives into the hidden risks of “set it and forget it” investing, the pitfalls of orphaned 401(k)s, and why a balanced, forward-looking strategy is crucial for lasting wealth. Discover how debt management, family conversations, and proactive planning can safeguard your financial future—even when the market turns. Real stories, actionable insights, and expert analysis help you rethink your approach to retirement and legacy planning. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner.See omnystudio.com/listener for privacy information.

Craig Bolanos, Co-Founder and Wealth Advisor at VestGen Wealth Partners, joins John to talk about the possibility of the Dow reaching 50K, his concern over the labor market in 2026, why people should be excited about their 401(k) prospects in 2026, how many rate cuts does he see in the next year, why he’s watching AI closely, what […]

Craig Bolanos, Co-Founder and Wealth Advisor at VestGen Wealth Partners, joins John to talk about the possibility of the Dow reaching 50K, his concern over the labor market in 2026, why people should be excited about their 401(k) prospects in 2026, how many rate cuts does he see in the next year, why he’s watching AI closely, what […]

Craig Bolanos, Co-Founder and Wealth Advisor at VestGen Wealth Partners, joins John to talk about the possibility of the Dow reaching 50K, his concern over the labor market in 2026, why people should be excited about their 401(k) prospects in 2026, how many rate cuts does he see in the next year, why he’s watching AI closely, what […]

In this episode, Regan Archibald shifts the conversation from physical longevity to financial longevity, exploring why financial stability is one of the strongest predictors of overall health. Joined by wealth experts Bryan Sweet and Sonu Varghese, the discussion unpacks the biggest risks entrepreneurs face—especially unexpected tax burdens when selling a business—and introduces the powerful concept of creating a “tax asset” to offset capital gains without losing investment growth. Through real case studies, they reveal how proactive planning, strategic portfolio design, and collaboration with the right advisors can save clients hundreds of thousands to millions in taxes while maintaining liquidity, reducing risk, and fueling long-term lifestyle freedom. The episode emphasizes that true longevity requires both optimized health and optimized finances—and that smart tax strategy is essential to building the ageless future you envision. Bryan J. Sweet, CLU, ChFC, MSFS, is the Managing Partner and Wealth Advisor at Sweet Financial Partners and a multi-year Forbes Best-in-State Wealth Advisor. Since launching his career in 1979, he has helped clients design purposeful retirements through his proprietary framework, The Dream Architect™, which blends strategic distribution planning with achieving life's biggest goals. Bryan also co-leads the Elite Wealth Advisor Symposium, mentoring top advisors nationwide in scaling, marketing, and team excellence. His passion is helping others build world-class practices while creating the freedom to live their own dream-driven lives.Personal LinkedIn: https://www.linkedin.com/in/bryansweet/ SFP LinkedIn: https://www.linkedin.com/company/sweet-financial- partners/mycompany/?viewAsMember=true SFP Website: https://sweetfinancial.com/ EWAS Website: https://www.ewasymposium.com/ewas-home Sonu has over 20 years of experience in the asset management industry and leads Carson Group's asset allocation team, shaping the firm's market outlook and providing macro, policy, and portfolio guidance to more than 130 partners overseeing $42 billion in assets. He manages multiple strategic and tactical allocation models on the Carson Investment platform and specializes in the intersection of markets, the economy, and policy. Previously, he served as Partner and Director of Research at Convex Capital Management, where he co-managed portfolios and developed proprietary economic indicators across 30 countries. Sonu began his finance career while completing his Ph.D. in Mechanical Engineering at Purdue University, following both an M.S. from Purdue and a B.E. from the National Institute of Technology in India.LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/  X: https://x.com/sonusvarghese  LIKE/FOLLOW/SUBSCRIBE AGELESS FUTURE:YouTube -https://www.youtube.com/@ReganArchibald / https://www.youtube.com/@Ageless.FutureLinkedIn: https://www.linkedin.com/in/regan-archibald-ab70b813Instagram: https://www.instagram.com/ageless.future/Facebook: https://www.facebook.com/AgelessFutureHealth/

Financial "gurus," viral videos, and now AI tools. Everywhere you look, someone has advice about your money. But how do you know what to trust? In this episode of Clear Money Talk, Tim Clairmont, MSFS™, LACP™, Wealth Advisor, and Tyler Andrews, CFP®, Wealth Advisor, break down the real question behind the noise: Can you actually trust online financial advice? They dig into: Why "trust but verify" is essential in the age of algorithm-driven content How opinions get packaged as facts, and how to spot it The danger of confirmation bias (and how your search terms shape your answers) The rise of AI "hallucinations" and why quick summaries aren't enough The six principles of comprehensive financial planning, and why online clips rarely address them all Why understanding the why behind any recommendation matters far more than the headline Tim and Tyler also unpack how expertise, credentials, and compliance oversight help separate credible guidance from attention-grabbing shortcuts. If you've ever wondered whether that video, article, or AI-generated tip is worth trusting, this episode gives you the clarity to evaluate advice with confidence.

Financial "gurus," viral videos, and now AI tools. Everywhere you look, someone has advice about your money. But how do you know what to trust? In this episode of Clear Money Talk, Tim Clairmont, MSFS™, LACP™, Wealth Advisor, and Tyler Andrews, CFP®, Wealth Advisor, break down the real question behind the noise: Can you actually trust online financial advice? They dig into: Why "trust but verify" is essential in the age of algorithm-driven content How opinions get packaged as facts, and how to spot it The danger of confirmation bias (and how your search terms shape your answers) The rise of AI "hallucinations" and why quick summaries aren't enough The six principles of comprehensive financial planning, and why online clips rarely address them all Why understanding the why behind any recommendation matters far more than the headline Tim and Tyler also unpack how expertise, credentials, and compliance oversight help separate credible guidance from attention-grabbing shortcuts. If you've ever wondered whether that video, article, or AI-generated tip is worth trusting, this episode gives you the clarity to evaluate advice with confidence.

The interview opens with R. Kenner French introducing Mark Miller—known as “The Money Man”—a veteran business financial consultant who began his career with IDS American Express. Over the years, Mark built deep relationships within the institutional or “smart money” side of finance, eventually partnering with Brad Hilton, grandson of Conrad Hilton, to form Hilton Tax and Wealth Advisors. Their mission: bring advanced wealth-building strategies typically reserved for the ultra-wealthy down to Main Street investors.Mark explains the history of the family office, a concept that began with the Rockefellers as a way to unify advisors and centralize wealth management. Over time, family offices evolved into multi-family offices and, now, virtual family offices, which outsource top talent rather than hiring a large internal staff. This approach allows wealthy families—typically those with $20M+ net worth—to access the best attorneys, CPAs, tax strategists, and financial minds regardless of geography. Technology such as Zoom and AI further enhances this model.A major issue Mark highlights is the chaos that occurs when clients work with multiple advisors who don't communicate—or worse, argue with each other. The family office model solves this by ensuring every professional works as one cohesive team toward the client's goals. The discussion then shifts to the three biggest challenges families face inside a family office: hiring the right people, succession planning, and tax mitigation. Mark emphasizes the growing importance of involving spouses and younger heirs early so that transitions don't create conflict. Both he and Kenner agree communication—not just among advisors, but between family members—is the biggest determinant of long-term success.Finally, Mark identifies advanced tax mitigation as perhaps the most powerful wealth accelerator. Many wealthy families legally reach zero-tax brackets by using sophisticated strategies most people never hear about. Creating a formalized tax plan—side-by-side with one's business and life plan—is essential. The conversation closes with Mark stressing that the wealthiest prioritize safety first, building a strong foundation before seeking returns. He invites listeners to connect via HiltonWealth.com or read his book Hilton Wealth: How to Invest Like an American Dynasty to learn these strategies firsthand.Takeaways• Mark Miller is a financial consultant with extensive experience in wealth management.• Family offices originated from the Rockefellers to streamline financial management.• Virtual family offices offer access to top-tier financial advisors regardless of location.• Succession planning is a complex process that requires good communication among family members.• Tax mitigation is crucial for wealth building and can save significant amounts of money.• Advanced tax strategies are often inaccessible to those outside of family offices.• AI can enhance efficiency in financial consulting and decision-making.• Involving spouses in financial discussions is essential for cohesive family planning.• The wealthiest individuals prioritize safety in their investment strategies.• Access to advanced financial strategies should be made available to a broader audience.Sound Bites• Succession planning is very complex.• We need your spouse involved. It only makes sense.• There's got to be something more in tax mitigation.Listen & Subscribe for More:

Originally uploaded December 2, reloaded December 5th. Jeffrey Mosher welcomes Reuben Levinsohn, Partner, Wealth Advisor, Nicholas Pope, CFP®, CEPA™, AEP®. Partner, Wealth Advisor Washington Avenue Advisors, REO Town, Lansing, MI. Welcome to the Michigan Business Beat, share a bit about Washington Avenue Advisors? Washington Avenue Advisors clearly supports business owners with exit planning and succession strategy — how do you balance the needs of founders who want growth now with planning for their eventual exit? Your Services page highlights tax planning, acquisitions, and business efficiency — how does your team help small to mid-sized entrepreneurs build a financially scalable business? For business owners worried about legacy — how does your “estate & legacy planning” practice integrate with ownership transition to ensure both the business and their personal assets are protected? As a Lansing-based firm serving entrepreneurs and business owners nationwide, what competitive advantage does Washington Avenue Advisors bring, and how do you align your investment and risk-management advice with the unique challenges of owner-led companies? Your firm hosted Leadership talks last year, what did you and your gatherings take away from those events? » Visit MBN website: www.michiganbusinessnetwork.com/ » Subscribe to MBN's YouTube: www.youtube.com/@MichiganbusinessnetworkMBN » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/ Washington Avenue Advisors was founded in 2016 by the original partners, Nick and Reuben, with a belief that the world is full of visionary leaders trying to bring their best ideas to fruition. They wanted to build an organization that would help entrepreneurs move from their imaginations into a physical space. There was no better location to call home than REO Town, Lansing, MI, a historical place where innovation meets entrepreneurship.​ REO Town in Lansing, Michigan, was named after Ransom Eli Olds, founder of the Oldsmobile and REO Motor Car Company, and was a major center for the American automobile industry from 1905 to 1975.​ At Washington Avenue Advisors, we believe financial advising is about more than numbers on a spreadsheet — it's about people, families, and the legacies they build.​ Our mission is to help business owners actualize their legacy. Along the way, WAA has grown into a trusted partner for those navigating every stage of wealth and business. From startup to exit, from first investment to legacy planning, we walk alongside our clients through each step of the journey.​ Connecting Life and Wealth ​ We know that life and wealth are inseparable. That's why our discovery process doesn't begin with money — it begins with you. We ask about your goals, values, and vision for the future, and then design strategies that align with who you are and what matters most.​ Our work spans:​ Wealth Planning & Investment Management — building portfolios and strategies tailored to long-term success. Business & Exit Planning — helping entrepreneurs grow, protect, and exit their companies on their terms. Estate & Legacy Planning — ensuring the values you live by are the ones you pass on. Accounting & Financial Clarity — empowering businesses with day-to-day accuracy for their accounting needs, serving as an outsourced controller or fractional CFO.

Craig Bolanos, Co-founder and Wealth Advisor at VestGen Wealth Partners, joins Jon Hansen on Your Money Matters to discuss the latest market numbers. The two discuss how the Trump accounts, a new type of individual retirement account (IRA) for eligible children, would work. For more information, go to GetRetiredStayRetired.com.

Jeffrey Condren, CFP® is a Senior Vice President and Wealth Advisor in Mesirow Wealth Management. With two decades of experience in the financial industry, Jeff has solidified his reputation as a seasoned expert in wealth management and financial planning.Jeff joined Mesirow in 2015 and has since provided invaluable guidance to a diverse clientele, helping them navigate various economic landscapes and market fluctuationsJeff was named to the 2024 Best-in-State Top Next-Gen Wealth Advisors ranking by Forbes. He is the Immediate Past President of the Ravinia Associates Board and recently served as a member of the Executive Board of Trustees at the Ravinia Music FestivalJeff earned a Bachelor of Science in Finance from DePaul University and is a CERTIFIED FINANCIAL PLANNER® professional. He holds the Series 7 and 66 FINRA licenses.Learn more: https://www.mesirow.com/capabilities/wealth-management/maniscalco-teamInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/jeffrey-condren-cfp-senior-vice-president-wealth-advisor-with-mesirow-wealth-management

Jeffrey Condren, CFP® is a Senior Vice President and Wealth Advisor in Mesirow Wealth Management. With two decades of experience in the financial industry, Jeff has solidified his reputation as a seasoned expert in wealth management and financial planning.Jeff joined Mesirow in 2015 and has since provided invaluable guidance to a diverse clientele, helping them navigate various economic landscapes and market fluctuationsJeff was named to the 2024 Best-in-State Top Next-Gen Wealth Advisors ranking by Forbes. He is the Immediate Past President of the Ravinia Associates Board and recently served as a member of the Executive Board of Trustees at the Ravinia Music FestivalJeff earned a Bachelor of Science in Finance from DePaul University and is a CERTIFIED FINANCIAL PLANNER® professional. He holds the Series 7 and 66 FINRA licenses.Learn more: https://www.mesirow.com/capabilities/wealth-management/maniscalco-teamInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/jeffrey-condren-cfp-senior-vice-president-wealth-advisor-with-mesirow-wealth-management

The year's end is a good time to consider some financial and tax related moves to potentially maximize tax saving opportunities available to you. 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 strategic tax planning for retirement, charitable giving and more for this calendar year and the coming year. 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.

In this episode of 'The Cash-Rich Exit Podcast', host Colleen O'Connell-Campbell welcomes back serial entrepreneur and M&A advisor Scott Duke, founder of Business Succession Group. Scott talks about his latest innovation - The Value Acceleration Calculator (VAC) - a practical, data-informed tool to assess sellability, estimate value, and identify key levers to increase enterprise value over time.   This conversation covers:   Why 80% of businesses never sell, and why most founders never realize the enterprise value they hoped for. How the VAC can score your business' sellability and identify where risk lives inside your operations. The three levers every founder must understand: revenue, profit efficiency, and multiples - and how each affects your future exit. Key Highlights   Most businesses aren't sellable in their current state. Scott explains that many founders assume every business can be sold at some price - when in fact, buyers will simply walk away if the future cash flow risk is too high. Sellability comes down to risk reduction. The most critical factor? Dependence on the owner. If a founder is the primary relationship-holder, salesperson, or decision bottleneck - buyers see future cash flow uncertainty. Future cash flow is everything. Buyers don't buy past success - they buy the probability of future earnings repeating. Historical financials are just the rearview mirror. Three levers drive valuation: Revenue EBITDA efficiency ("how many pennies you keep per dollar") Multiple Scott emphasizes that many owners obsess over revenue (the "vanity number") rather than profitability and valuation mechanics. Energy matters. A founder's personal capacity to implement change can determine whether the strategy should be: a buildup to sale, or a multi-year harvest of cash flow instead. You can request the Value Acceleration Calculator by contacting Colleen O'Connell-Campbell directly via Linkedin If this episode sparked your curiosity about: increasing enterprise value reducing exit risk preparing for a sale in 3-10 years or planning a personal Cash-Rich Exit Reach out to Colleen O'Connell-Campbell for a 1:1 Wealth Gap Analysis. And don't forget to follow and rate the podcast - five stars appreciated! *** 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.

TOPICS: Break the Business is back! Ryan's son Nathan helps us celebrate our return by inexplicably crashing the show; Warner Music settles its copyright suit with Suno; Ireland expands its basic income program for artists; our guest this week is acclaimed artist wealth advisor Rick Morse. You can find out more about our guest's work by visiting https://advisor.ml.com/sites/ny/melville-ny/morse-group.Rate/review/subscribe to the Break the Business Podcast on iTunes, SoundCloud, Stitcher, and Google Play. Follow Ryan @ryankair and the Break the Business Podcast @thebtbpodcast. Like Break the Business on Facebook and tell a friend about the show. Visit www.ryankairalla.com to find out more about Ryan's entertainment, education, and business projects.” Hosted on Acast. See acast.com/privacy for more information.

Stu Bradley, CFA, CFP — Wealth Advisor at Hightower St. Louis — joins Scarce Assets to explore how bitcoin fits into modern portfolio design, the illusion of market “cycles,” and why peace of mind matters more than price charts.With decades of experience across HSBC, UBS, Vision Capital, and now Hightower, Stu brings a global investor's perspective on inflation, fiscal dominance, and the future of wealth management in a K-shaped economy.This episode cuts through the hype to reveal how advisors are quietly rethinking sound money, digital assets, and intergenerational planning — all while clients question the meaning of risk, time, and value in a rapidly changing financial system.Stu Bradley on LinkedIn // Hightower Wealth Advisors // Stu's Presentation, Understanding Bitcoin // ⁠Connect with Onramp⁠⁠ // ⁠⁠Onramp Institutional⁠⁠ // ⁠⁠Jackson Mikalic on X⁠WHAT WE COVER:- From HSBC and UBS to Hightower: a career across global markets- How a $20 smoothie became the “wake-up call” on inflation- Why Bitcoin represents optionality, not speculation- Fiscal dominance, QT's end, and the K-shaped economy- The psychological side of wealth: why “peace of mind” beats alpha- How advisors are integrating BTC exposure through ETFs & custodial platforms- The coming wealth transfer and how next-gen clients will reshape the advisory modelKEY INSIGHTS DISCUSSED:- Expectations = suffering — and 2025 proved it- Bitcoin is entering its “IPO moment” as long-term holders distribute- Fiscal dominance and policy inertia make inflation a structural feature, not a bug- The top 10 mega-cap stocks now represent 75% of U.S. GDP — a concentration risk hiding in plain sight- Owning a small allocation of the most tamper-resistant asset in history may be the best form of risk management- The future of advice: meeting clients where they are, not where the market says they should beSTU'S THESIS: “Bitcoin isn't about getting rich — it's about staying solvent. When money itself is changing, optionality becomes the ultimate form of wealth.”WHO IS STU BRADLEY?- Wealth Advisor — Hightower St. Louis (managing $1.6B for 400+ families)- Former Institutional Investor — HSBC, UBS, Vision Capital Advisors- CFA & CFP Charterholder — Bridging traditional finance with digital assets- Career Coach & Educator — Founder, J. Stuart Bradley Consulting- Advocate for sound money, long-term stewardship, and client-first financial planningCHAPTERS:00:00 - Intro & Stu's Background03:00 - From Wall Street to Hightower06:00 - The $20 Smoothie & the Inflation Epiphany10:30 - Bitcoin as Stewardship, Not Speculation15:00 - Longevity Risk & Portfolio Construction21:00 - Peace of Mind Over Price Action27:00 - How Advisors Discuss Bitcoin with Clients33:00 - 2025: No Blow-Off Top, No Problem38:00 - Fiscal Dominance & QT's End44:00 - The K-Shaped Economy Explained50:00 - Inflation, Inequality, and the Role of Scarce Assets56:00 - The Great Wealth Transfer01:00:00 - Preparing for the Future of Advice01:03:00 - Outro & ResourcesScarce Assets: a biweekly podcast presented by Onramp which delves into the emergent role of bitcoin in finance professionals' strategies and outlooks. Hosted by Jackson Mikalic, Scarce Assets provides invaluable insights for wealth managers aiming to outperform their peers in the decades ahead. Finance professionals everywhere know about stocks and bonds, but the macroeconomic outlook requires that serious investors pay close attention to another category: Scarce Assets.Please subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.

Every Monday, Jon Hansen is joined by a specialist from Mesirow to discuss a different topic surrounding finances. In this episode, Tiffany Irving, Senior Vice President and Wealth Advisor at Mesirow, joins Your Money Matters to talk about learning from financial missteps. Tiffany talks about the importance of knowing your money habits and pausing before making […]

In this special episode, Kellen Williams sits down with two of our newest team members, Nici Halweg and Samson Streachek, to share what attracted them to Financial Harvest Wealth Advisors, what surprised them, and how our firm approaches client relationships with more intention, education, and long-term strategy than the industry standard.

What should you do when the market hits record highs? Investors everywhere are asking the same question, and in this episode, Tim Clairmont, MSFS™, LACP™, Wealth Advisor, and Tyler Andrews, CFP®, Wealth Advisor, share perspectives to help you think through the decision with more clarity and confidence.   Tim and Tyler explore the common fears that come with market highs, including:   Should you invest now or wait for a potential pullback? Does buying at a record level increase risk? How realistic is it to time the market consistently? How might inflation or opportunity cost influence your long-term plan?   You'll hear discussions around:    How often the S&P 500 has historically reached new highs and why context matters  The potential cost of waiting on the sidelines during market growth  How missing even a few strong market days has historically impacted long-term returns  Why even professional money managers struggle to time the market  Approaches such as dollar cost averaging, diversification, and bucket planning that may help reduce risk over time  Why periods of market strength can be an appropriate moment to review your allocation and confirm it aligns with your long-term goals   Whether you're building toward retirement or working to preserve what you've accumulated, this conversation offers education designed to help you make informed decisions and stay focused on your financial plan rather than short-term market headlines.   Tune in for actionable insights and a grounded perspective on navigating market highs with discipline and confidence.

What should you do when the market hits record highs? Investors everywhere are asking the same question, and in this episode, Tim Clairmont, MSFS™, LACP™, Wealth Advisor, and Tyler Andrews, CFP®, Wealth Advisor, share perspectives to help you think through the decision with more clarity and confidence.   Tim and Tyler explore the common fears that come with market highs, including:   Should you invest now or wait for a potential pullback? Does buying at a record level increase risk? How realistic is it to time the market consistently? How might inflation or opportunity cost influence your long-term plan?   You'll hear discussions around:    How often the S&P 500 has historically reached new highs and why context matters  The potential cost of waiting on the sidelines during market growth  How missing even a few strong market days has historically impacted long-term returns  Why even professional money managers struggle to time the market  Approaches such as dollar cost averaging, diversification, and bucket planning that may help reduce risk over time  Why periods of market strength can be an appropriate moment to review your allocation and confirm it aligns with your long-term goals   Whether you're building toward retirement or working to preserve what you've accumulated, this conversation offers education designed to help you make informed decisions and stay focused on your financial plan rather than short-term market headlines.   Tune in for actionable insights and a grounded perspective on navigating market highs with discipline and confidence.

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about the likelihood we see an interest rate cut in December, why the stock market likes the idea of a rate cut, where people should be putting their money considering the volatility in the market, why consumer sentiment is down, his thoughts […]

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about the likelihood we see an interest rate cut in December, why the stock market likes the idea of a rate cut, where people should be putting their money considering the volatility in the market, why consumer sentiment is down, his thoughts […]

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about the likelihood we see an interest rate cut in December, why the stock market likes the idea of a rate cut, where people should be putting their money considering the volatility in the market, why consumer sentiment is down, his thoughts […]

Segment 1: Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about the likelihood we see an interest rate cut in December, why the stock market likes the idea of a rate cut, where people should be putting their money considering the volatility in the market, why consumer sentiment is down, his […]

Every Monday, Jon Hansen is joined by a specialist from Mesirow to discuss a different financial topic. In this episode, Tiffany Irving, Senior Vice President and Wealth Advisor at Mesirow, joins Your Money Matters to talk about contributing to your 401(K) and increasing the contributions to it from your paycheck. For more information, visit www.mesirow.com or […]

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

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

In part two of this insightful two-part conversation, host Colleen O'Connell-Campbell reconnects with Elizabeth Kilvert, founder of 'The Unrefined Olive', to go deeper into how she built, grew, and ultimately exited a purpose-driven business.   Elizabeth shares her candid reflections on:   Transitioning from founder to seller - and how she knew the timing was right. The emotional side of stepping away from a business built around community and values. How staying connected to purpose helped her navigate both growth and exit with integrity. What she learned about leadership, legacy, and letting go after years of being deeply hands-on.   This episode highlights the rarely discussed human side of business transitions - what happens when a mission-led founder has to hand over the reins, and how to do it in a way that preserves both value and vision.   If you've ever wondered how to make sure your exit aligns with your personal and professional purpose, this episode is a must-listen.   If you haven't heard it yet, catch Part 1 of this conversation (Episode 333) for the full origin story of 'The Unrefined Olive'. Connect with host Colleen O'Connell-Campbell on LinkedIn Book your complimentary Wealth Gap Analysis with Colleen to understand how your business values translate to enterprise value. If you enjoy this conversation, please ⭐ leave a 5-star review. Your feedback helps the show reach more founders preparing for their own cash-rich exit. *** The Cash Rich Exit Podcast is brought to you by O'Connell-Campbell Wealth Management at RBC Dominion Securities.   All opinions expressed by the host, Colleen O'Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities.   This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional.   Colleen O'Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.

Craig Bolanos, Co-founder and Wealth Advisor at VestGen Wealth Partners, joins Jon Hansen on Your Money Matters to discuss the latest market numbers. The two discuss AI platforms and technology, the S&P 500, and when we will receive economic data. For more information, go to GetRetiredStayRetired.com.

The amount of risk taken within your investment plan may be driven by your comfort zone. However, is your comfortable level of risk different than the amount of risk you need to take to maintain your desired lifestyle throughout your retired years? Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss ways to help you find a balance between risk tolerance and risk capacity. Listening Time: 23 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. ("Mercer Advisors"), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.