Podcasts about Wealth management

What's the secret behind building long-term wealth, creating a legacy, and thinking like a billionaire? In this powerful episode of the Jake & Gino Podcast, Gino sits down with Richard C. Wilson, founder of Family Office Club and Billionaires.com, to unpack the strategies, mindset, and structure behind the ultra-wealthy's most powerful wealth-building tool: the family office.Whether you're just starting out or already investing in real estate or businesses, this episode will show you how to think holistically, establish core values, and build a legacy plan that scales with you. Richard shares personal stories, insights from interviewing over 40 billionaires (including Tony Robbins, Mark Cuban, and Tim Draper), and how proximity to the right people transforms your financial future.We dive deep into wealth allocation, parenting with purpose, the power of extreme focus, and why creating a family office is no longer just for billionaires. Learn how to structure your assets, who to include on your team, and why investing in yourself is the most powerful move you can make.Want to take the next step toward financial freedom and legacy wealth? Watch now and learn how to start your own family office—even if you're not ultra-rich… yet. Chapters:00:00:00 - Introduction to Happy Money and Family Offices  00:01:53 - Building Your Family Office Team  00:02:48 - The Family Office Model Explained  00:05:49 - Common Mistakes in Starting a Family Office  00:07:44 - The Power of Proximity and Relationships  00:11:11 - Purpose Over Money  00:15:28 - Understanding Wealth and Family Dynamics  00:28:42 - Common-Sense Wealth Principles  00:32:40 - The Game of Wealth Creation  00:35:43 - Misconceptions About Billionaires00:41:33 - Richard's Final Takeaways & Where to Find Him   We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

In this episode of the TPR podcast, Matthew Jarvis interviews Scott Danner, a seasoned financial advisor and author of 'Freedom Street.' They discuss Scott's journey in the financial advisory industry, emphasizing the importance of building relationships over transactions. Scott shares his life model, which focuses on love, impact, faith, and energy, and how it guides his professional and personal life. The conversation also explores the intersection of wealth and impact, highlighting the misconception that one must choose between financial success and making a difference. Finally, they address the importance of evaluating growth strategies, whether organic or through strategic partnerships, and the need for advisors to seek mentorship and challenge their thinking. The Power of Relationships in Wealth Management with Scott Danner [Episode 320] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Scott Danner: Website | LinkedIn 

Adam Bergman talks about his book “Mastering the Self-Directed IRA.” Adam is the founder of IRA Financial and an expert in self-directed retirement plans. Adam specializes in alternative assets like real estate, crypto, and private equity. Listen for three action items you can use today. Host, Kevin Craine Do you want to be a guest? https://Everyday-MBA.com/guest This episode is supported by the Naveen Jindal School of Management 

Looking back at the week, Dealing with Tariffs, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Chad Burton and Certified Financial Planner Ryan Ignacio from EP Wealth Advisors

Magnificent Seven titans Microsoft and Meta respectively rose 6 percent and 11.5 percent on the back of better than expected quarterly earnings, Certified Financial Planner Chad Burton talks about planning for retirement, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Chad Burton and Certified Financial Planner Ryan Ignacio from EP Wealth Advisors

Stocks were higher as investors analyzed fresh earnings and awaited the Federal Reserve's interest rate decision, Certified Financial Planner Chad Burton with ideas for a smooth retirement, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Chad Burton and Certified Financial Planner Ryan Ignacio from EP Wealth Advisors

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereAre you actually building a business you can sell — or just a high-paying job you'll eventually walk away from?Many Canadian entrepreneurs dream of cashing out with millions thanks to the lifetime capital gains exemption. But the harsh reality? Most Canadian small business owners never sell — and if they do, the price tag is often far lower than expected. This episode unpacks a real-world case of a tech consultant earning 7 figures in revenue, yet struggling to make the business saleable.By listening, you'll discover:Why top-line revenue means little if your business relies solely on youThe truth about qualifying for Canada's lifetime capital gains exemption (and how few actually do)A smarter corporate structure that protects your wealth and gives you real retirement optionsIf you're building a business with the dream of one day selling it — press play now to find out if that dream is really within reach.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.For Canadian entrepreneurs seeking financial freedom and early retirement, building a business isn't just about revenue — it's about structuring for long-term wealth. Whether you're navigating a potential business sale, planning around the capital gains exemption, or optimizing your corporate structure, effective financial planning is essential. From salary vs dividends strategies to RRSP optimization, real estate investing in Canada, and leveraging corporate wealth planning, the right system can support a modest lifestyle wealth approach or ambitious financial independence goals. Through expert business valuation, capital gains strategies, and tax-efficient investing, small business owners can align their Canadian wealth plan witReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

In today's episode, we break down a viral TikTok retirement hack for kids, explore the unexpected benefit of working with a financial advisor (according to Vanguard), and uncover a powerful mindset shift that makes people 14% more likely to save for retirement. Whether you're planning for your future (or your child's) this episode connects trends, research, and real strategy. Take control of your financial future: https://www.btwealthshow.com/start-planning Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your attorney, accountant, and financial or tax advisor prior to investing.  Premier Investments & Wealth Management and LPL Financial do not provide tax advice, please consult your tax professional.  Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal. Asset allocation does not ensure a profit or protect against a loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.  All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Contributions to a traditional IRA may be tax deductible in the contribution year, with current income tax due at withdrawal. Withdrawals prior to age 59 ½ may result in a 10% IRS penalty tax in addition to current income tax. A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply. Consult your tax professional about eligibility to Roth and Traditional IRA contributions. Contributions and earnings in a Roth IRA can be withdrawn without paying taxes and penalties if the account owner is at least 59 ½ and has held their Roth IRA for at least five years. Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a required minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA. Premier Investments & Wealth Management and LPL Financial do not provide specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

On this TCAF Tuesday, Michael Cembalest, Chairman of Market and Investment Strategy at J.P. Morgan Asset & Wealth Management joins Josh and Michael to mark the 20th anniversary of Eye on the Market, his influential research note that's become must-read material for investors around the world. We'll talk about some of the most memorable charts, boldest calls, and enduring themes from his archive—and what they can teach us about the markets today. Then at 01:10:08, hear an all-new episode of What Are Your Thoughts with ⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠ and ⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠! This episode is sponsored by Public. Fund your account in five minutes or less by visiting https://public.com/WAYT   Sign up for ⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠ Public Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public makes no guarantees about its accuracy or reliability—verify independently before use. *Rate as of 6/24/25. APY is variable and subject to change. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

This week is a key stretch for corporate earnings with Magnificent Seven names, Certified Financial Planner Chad Burton with ideas for a smooth retirement, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Chad Burton and Certified Financial Planner Ryan Ignacio from EP Wealth Advisors

In this episode of Breakaway Wealth, Jim speaks with Tad Fallows, entrepreneur and founder of Long Angle, a private community for individuals with $2.2M+ in investable assets. They discuss how wealth creators think about investing, raising children without entitlement, and maintaining purpose after a business exit. 3 Key Takeaways: Portfolio strategy beyond Wall Street: High-net-worth individuals are moving away from traditional 60/40 portfolios, favoring private equity, real assets, and niche alternative investments for uncorrelated, equity-like returns. Post-exit risk mindset: Many entrepreneurs opt for higher-return, illiquid investments rather than de-risking, based on the belief that volatility is manageable when wealth exceeds basic needs. Raising children with financial independence: The most consistent concern among members of Fallows' community is how to instill grit and self-sufficiency in children growing up with financial abundance. If you're serious about breaking away from conventional thinking and building lasting wealth, this conversation offers a clear window into how high-level entrepreneurs manage their capital, family, and future. Connect with Tad Fallows: Long Angle: https://www.longangle.com/ Tad's LinkedIn: https://www.linkedin.com/in/fallows/

Join Moe and Javaid as they take a look at the markets after key earnings and economic reports. Will markets continue to move higher or is it time for the summer sizzle to fizzle? Will the Fed cut rates this week? How are earnings reports looking? Listen now to get the latest! 

Jed Finn is the Head of Wealth Management at Morgan Stanley, where he leads one of the world's largest and most sophisticated wealth management platforms. Since joining the firm, he has played a central role in its strategic growth, spearheading large-scale integrations, key acquisitions like E*TRADE and Solium, and the adoption of cutting-edge technologies. Under his leadership, Morgan Stanley has expanded its client base from 2.5 million to over 20 million and grown assets under management from $2.5 trillion to $6 trillion. A strong advocate for data-driven strategy and advisor collaboration, Finn is helping redefine the future of wealth management. This week, Jack talks with Jed about the firm's evolution into a wealth management powerhouse. Jed details how Morgan Stanley has consolidated client relationships, embraced AI and global strategies, and built an ecosystem capable of delivering institutional-grade services to individual clients. He shares how early engagement, integrated capabilities, and relentless execution have positioned the firm as an industry leader—and how Morgan Stanley continues to push the boundaries of what's possible in wealth management. In this episode: (00:00) - Intro (02:23) - Morgan Stanley's growth strategies (09:00) - Jed's continued pursuit of the new sales growth strategy (10:20) - The three key trends shaping Morgan Stanley's future strategies (16:10) - The pillars of how Morgan Stanley executes and delivers opportunities (20:39) - Jed's interests outside of work Quotes "Wealth management is a scale business, and you need to have the scale to keep up with all the demands in terms of resources, whether it's changes in regulations, technology changes, product proliferation, or changing preferences of clients and advisors." ~ Jed Finn "At Morgan Stanley, we want to give you an experience that builds trust and confidence so that when you're ready to establish an advice relationship, we make an introduction to a financial advisor." ~ Jed Finn "If we listen to the best practitioners in the industry tell us what they need to serve their clients most effectively, and then deliver it to them, good things are going to happen." ~ Jed Finn Links  Jed Finn on LinkedIn Morgan Stanley Eaton Vance E*TRADE Shareworks | Morgan Stanley at Work Carta Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

This week is a key stretch for corporate earnings with Magnificent Seven names, Certified Financial Planner Chad Burton with ideas for a smooth retirement, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Chad Burton and Certified Financial Planner Ryan Ignacio from EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Welcome back to the Alt Goes Mainstream podcast.Today's conversation brings us beachside, featuring a live podcast from Soho Beach House in Miami with EQT Partner, Head of Private Wealth Americas Peter Aliprantis.With the backdrop of the beach behind us and the wealth community in the audience, Peter and I discussed the nuances of the wealth channel and how Peter's experience working with wealth is brought to bear as he brings EQT's brand and capabilities to the Americas wealth channel.Peter brings a wealth of knowledge to the private wealth solutions world, garnering over 25 years of experience in the space. Prior to joining EQT, Peter spent 12 years at TPG Angelo Gordon as a Managing Director, where he focused on new business development and intermediary distribution.Peter and I had a fascinating, lively, and thought-provoking conversation which then turned into an intellectually rich dinner discussion with the guests. Listen in — we hope you enjoy.You can also read a recent AGM Op-Ed by Peter here. Many of the themes that Peter discussed in our conversation, particularly around evergreen funds and why model portfolios are the next big innovation in private markets, were covered in his Op-Ed.A word from AGM podcast sponsor, Juniper SquareWhen was the last time things were easy for GPs?Fundraising remains challenging, providing liquidity to investors is even harder—and broadly speaking, most GPs are underwater operationally.It's not about to get easier, either. Especially for managers vying for capital from the wealth channel. Sure, there's increased demand from HNW and UNHW investors to gain private markets exposure…but managing their expectations for the investing experience is a whole different ballgame.Reams of paper and a new KYC process every single time they subscribe to a fund? Brutal.But what if committing capital to private equity, venture, and real estate funds was digital and seamless for investors — and scalable to manage for GPs?Meet Juniper Square, the fund operations partner to over 2,000 private markets GPs worldwide.Juniper Square gives GPs the connected software, data, and fund administration services needed for modern private markets. No matter how ambitious your next raise is, how many investors you manage, and how complex your investment vehicles are, Juniper Square empowers GPs to raise capital faster, reduce operational risk, and deliver a world-class investor experience.And with JunieAI, Juniper Square's enterprise-grade AI built for private markets, GPs can truly and finally unlock the power of AI to work smarter, move faster, and focus on relationships and returns.Scale your business, not your operational burdens and costs. Visit junipersquare.com/agm today to learn more.Show Notes00:04 Juniper Square: Revolutionizing Fund Management01:38 Welcome to Alt Goes Mainstream01:43 Live from Soho Beach House, Miami with EQT's Peter Aliprantis02:43 Navigating Current Markets02:58 Volatility in Public Markets04:53 Global Investment Trends05:16 Investor Behavior and Global Markets05:32 Private Markets in Europe and Asia06:43 Investment Opportunities in Asia07:27 Private Markets Outperforming in Europe07:37 Wealth Channel Conversations08:18 EQT's Global Footprint08:57 Mega Trends in Global Investment09:29 Data Centers and Energy Needs11:17 Natural Gas and Carbon Capture11:57 Nuclear Energy and Modular Reactors12:43 Investment Scale and Origination13:06 Evergreen Structures in Private Markets16:28 Opco Structures Explained17:15 Evergreen Structures and Investor Access17:54 Institutional Adoption of Evergreen Structures21:32 Model Portfolios in Wealth Channel22:29 Manager Selection and Performance23:34 Client Servicing and Education27:43 Early Days in Wealth Channel Allocation28:39 Benefits and Limitations of Evergreen Structures29:11 Quick Fire Questions29:26 Exciting Investment Strategies30:16 Risks in Private Markets31:12 Using Private Markets in Portfolios32:35 Next Big Innovation: Model Portfolios32:46 Intersection of Public and Private Markets33:22 Moving Beyond the 60/40 PortfolioEditing and post-production work for this episode was provided by The Podcast Consultant.

Will the second half of 2025 provide the same volatility we've seen in the past six months? Will the Fed become more confident about tariffs and inflation and agree to one or more interest rate cuts? And what about recent events in the Middle East, Russia and Ukraine – how might they impact our economy? These are just a few of the concerns discussed in this 2025 Mid-Year Outlook podcast. Tune in as Brian Granato, Tom Clifford and Doug DeGroot share their thoughts on what may lie ahead. With You Every Step of the WayWith over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.Thank you for listening. Connect with Providence Wealth Advisors on Facebook, or LinkedIn.

Charisse explores what may be the most important factor for you to have the retirement you’re dreaming of. Like this episode? Hit that Follow button and never miss an episode!

Dollar Climbs after US-EU deal, Trump thinking about World Tariff, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Certified Financial Planners Chad Burton and Ryan Ignacio from EP Wealth Advisors

What if the real problem isn't that advisors hate prospecting—it's that the system we gave them to do it is broken? Most tools treat advisors like marketers. Spray-and-pray. Mass messaging. Cold lists. But the best advisors? They don't want to scale spam. They want to scale presence. That's what Eden Ovadia and Victoria Toli built with FINNY: ✅ An AI engine that understands who you actually connect with ✅ A matchmaking algorithm (yes, really) that gets better the more you use it ✅ Outreach that's compliant, personalized—and human This conversation blew me away. And if you're building your practice with intention (not noise), it might do the same for you.

Dollar Climbs after US-EU deal, Trump thinking about World Tariff, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Certified Financial Planners Chad Burton and Ryan Ignacio from EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Gen X's Biggest Money Regrets—And How to Fix ThemDr. Preston Cherry opens up about the top financial regrets Gen X faces—from late retirement saving to piling on debt. The good news? It's not too late to turn things around.In this eye-opening conversation, Dr. Cherry shares how Gen Xers can shift from regret to resilience with simple mindset changes and a values-based wealth plan. Whether it's saving more, cutting debt, or protecting your legacy—small steps today can lead to big changes tomorrow.Takeaways:• Start saving early• Tackle your debt• Plan for you, not just kids• Protect your legacy• Get expert help00:00 Intro00:41 Understanding Gen X's Financial Regrets02:09 The 4R Framework04:38 Final ThoughtsGet The Wealth Word — our free weekly newsletter on wealth and well-being: https://wealth.concurrentfp.com/thewealthwordExplore award-winning wealth advisory services: https://www.concurrentfp.com/Read Wealth In The Key of Life by Dr. Preston Cherry: https://drprestoncherry.com/book/Disclosure: Educational content only. Not financial advice. https://www.concurrentfp.com/disclosures/

Andrew Randak (Snowden Lane) Interview – 361Firm's Newport Conference July 20, 2025SUMMARY KEYWORDS Snowden Lane Partners, wealth management, cross-border investing, trust and estate planning, family dynamics, 361 event, caliber of people, quality of information, diversity of ideas, education, email address, cell phone, New York City.SPEAKERS Andrew RandakHi. My name is Andrew Randak. I'm a partner at Snowden Lane partners in New York City. We are a boutique wealth management firm, broker dealer, registered investment advisor. We work with families from around the world, specializing in highly complex cross border investing, trust in the state, and family dynamic planning today. Oh, my God, I took like, 20 pages of notes. I learned enormous amounts of information every time I come to a 361 event or attend a 361 call, I'm blown away by the caliber of people, the quality of the information, the diversity of ideas. And it's not only fun, but it's education, so thank you. Mark Sanor, Andrew Randak, it's R A N D A K. My email address is arandak@snowden lane.com or you can reach me on my cell phone if you need to at 646-246-5013. Thank you. You can subscribe to various 361 events and content at https://361firm.com/subs. For reference: Web: www.361firm.com/homeOnboard as Investor: https://361.pub/shortdiagOnboard Deals 361: www.361firm.com/onbOnboard as Banker: www.361firm.com/bankersEvents: www.361firm.com/eventsContent: www.youtube.com/361firmWeekly Digests: www.361firm.com/digest

Most people think retirement readiness is all about the numbers — but there's a lot more to it than that. In this week's episode, we explore what it truly means to be ready for retirement — not just financially, but mentally and emotionally too. We'll cover the financial side, including: ✔️ Creating reliable income that lasts ✔️ Managing inflation and taxes ✔️ Planning for longevity and the sequence of returns And we'll also tackle the often-ignored mindset side: ✔️ How to find purpose beyond your career ✔️ Ways to avoid boredom, loneliness, and regret ✔️ What it really takes to enjoy your hard-earned freedom Listen in. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S CONNECT Show website: https://www.providencefinancialpodcast.com Find us at: https://www.providencefinancialinc.com Get to know Anthony: https://anthonysaccaro.com Anthony's book: https://morelifethanmoneybook.com Amazon Author Page: https://amazon/author/anthonysaccaro YouTube: https://www.youtube.com/c/AnthonySaccaro/featured Radio: https://www.providencefinancialradio.com Yelp: https://www.yelp.com/biz/providence-financial-and-insurance-services-inc-woodland-hills Facebook: https://www.facebook.com/Providence.FinancialInc/ Twitter: https://twitter.com/AnthonySaccaro LinkedIN: https://www.linkedin.com/in/anthonysaccaro/

Uncertainty and what lies ahead, The Double Digit Decades, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Certified Financial Planners Chad Burton and Ryan Ignacio from EP Wealth Advisors

Send us a textGo behind the scenes with Camille Homsier, CEO of a $B+ global family office, and a powerhouse panel of family office leaders from New York, LA, Chicago, and Dubai. Recorded live at the Hawaii Family Office Retreat, this candid conversation explores how the ultra-wealthy are navigating global volatility, investing in private markets, and building legacies through real estate, private credit, and venture capital.Topics include:100% alternative portfoliosReal estate as a foundation for wealthESG and impact investing from the GCC perspectiveBuilding long-term family continuityHow to structure for resilience in unpredictable times

Uncertainty and what lies ahead, The Double Digit Decades, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Certified Financial Planners Chad Burton and Ryan Ignacio from EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

In this week's episode, we review the unemployment and home sales figures that were released this week, as well as the ongoing trade tensions and tariff negotiations between the United States and its trading partners. We also touch on the Federal Reserve's policy decisions and President Trump's visit to tour the renovations to the Federal Reserve headquarters in Washington, D.C. Lastly, we look into the performance of the stock market, including the S&P 500 reaching new all-time highs, a new round of corporate earnings, and the resurgence of "meme stocks."Speakers:Brian Pietrangelo, Managing Director of Investment StrategyGeorge Mateyo, Chief Investment OfficerStephen Hoedt, Head of Equities01:47 – The initial unemployment claims report showed a decline, indicating a robust employment market. However, existing home sales fell due to higher mortgage rates.02:35 – The European Central Bank paused its rate-cutting cycle, which could be an indirect factor in the upcoming Federal Reserve policy decision. President Trump also visited the Federal Reserve and spoke with Chair Jerome Powell.03:52 – Regarding tariffs, the U.S. reached a tentative agreement with Japan to lower tariff rates, which was seen as positive news. However, the overall tariff rate remains elevated compared to the beginning of the year.07:58 – A discussion on the resilience of the economy, with corporate earnings exceeding expectations and the labor market remaining healthy. They also noted some potential headwinds, such as policy uncertainty and the potential for market volatility as we head into autumn. Additional ResourcesKey Questions: What Are the Top 10 Provisions in the 'One Big Beautiful Bill Act' that Will Impact Individuals?Key Questions | Key Private Bank Subscribe to our Key Wealth Insights newsletterWeekly Investment Brief Follow us on LinkedIn

Nasdaq and S and P 500 hit fresh records, Given the size and influence of big tech and artificial intelligence the Alphabet results were a nice little tailwind, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Certified Financial Planners Chad Burton and Ryan Ignacio from EP Wealth Advisors

In this second installment of our special Oyster Stew podcast series, experts Pete McAteer, Dan Garrett and Jeff Gearheart from Oyster Consulting and Carolyn Welshhans from Morgan, Lewis & Bockius LLP dive deep into how firms can navigate regulatory scrutiny while leveraging AI's potential.Whether you're evaluating new fintech tools, implementing generative AI, or managing governance across platforms, this series offers essential insights from industry veterans with decades of hands-on experience in wealth management, trading, technology, and SEC enforcement.Oyster Consulting has the expertise, experience and licensed professionals you need, all under one roof. Follow us on LinkedIn to take advantage of our industry insights or subscribe to our monthly newsletter. Does your firm need help now? Contact us today!

Nasdaq and S and P 500 hit fresh records, Given the size and influence of big tech and artificial intelligence the Alphabet results were a nice little tailwind, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Certified Financial Planners Chad Burton and Ryan Ignacio from EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

VOLATILITY VS. RISK FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA Episode Details: Volatility and risk are not the same, and misunderstanding the difference can derail your investment strategy. In this timely episode of Healthy, Wealthy & Wise, BWFA's Sandy Hornor explains why market swings (volatility) should be expected and even welcomed, while risk—the permanent loss of capital—is what truly threatens long-term financial health. Sandy breaks down the various types of financial risk, including credit and interest rate risk, liquidity, currency, and systemic risk. You'll also hear how investors often misjudge their capacity versus their willingness to tolerate risk. Are you chasing returns but not positioned to handle the downside? Do you have concentrated holdings that could create hidden vulnerabilities? This episode explores those questions and more, offering a framework to help align your investment decisions with your real-life goals and risk tolerance. Whether you're navigating a volatile 2025 or want more peace of mind in your financial life, this episode will help you think clearly about where your true exposure lies—and how to protect yourself from it. Perfect for both experienced investors and those new to portfolio strategy.

President Donald Trump announced the U.S. had reached a trade deal with Japan lifting hope for further agreements being made, The U.S. is meeting with European officials in a push to reach a trade deal with the European Union, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Certified Financial Planners Chad Burton and Ryan Ignacio from EP Wealth Advisors

President Donald Trump announced the U.S. had reached a trade deal with Japan lifting hope for further agreements being made, The U.S. is meeting with European officials in a push to reach a trade deal with the European Union, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Certified Financial Planners Chad Burton and Ryan Ignacio from EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Welcome back to the Alt Goes Mainstream podcast.Today's podcast is with an elite performer on and off the field who has gone from protecting quarterbacks to protecting families' wealth.We sit down with former NFL and USC star Winston Justice, whose entrepreneurial spirit that was stoked while he was still playing in the NFL has led to a successful and impactful career in wealth management. He was recently named CEO at SageSpring Private Wealth, a $7B independent wealth management firm, as they look to grow organically and inorganically and expand their offerings in private markets for their clients.A former NFL offensive lineman, Winston played for the Philadelphia Eagles, Indianapolis Colts, and Denver Broncos from 2006 to 2015. He also co-founded an early stage investment vehicle, MJC Capital, and Elixr, a gourmet café and coffee roastery, while he was playing. He also won 2010 Walter Payton Philadelphia Man of the Year Award for his community service.He transitioned into financial services and wealth management post-career, starting at Wells Fargo Securities, where he specialized in institutional and family office advisory. He then was a portfolio manager at PIA's Alternative Investment Group, and then an investment Manager at AllianceBernstein.Winston and I had a fascinating conversation. We discussed:The parallels between sports and finance.How Winston navigated the transition from professional athlete to a finance professional.What stoked his entrepreneurial spirit.Why wealth management is so critical to people's lives. Why culture fit is so important when integrating advisors into wealth management platforms through acquisition.How private markets can add to an advisor's practice.Thanks Winston for coming on the show to share your story, wisdom, and expertise.A word from AGM podcast sponsor, Juniper SquareWhen was the last time things were easy for GPs?Fundraising remains challenging, providing liquidity to investors is even harder—and broadly speaking, most GPs are underwater operationally.It's not about to get easier, either. Especially for managers vying for capital from the wealth channel. Sure, there's increased demand from HNW and UNHW investors to gain private markets exposure…but managing their expectations for the investing experience is a whole different ballgame.Reams of paper and a new KYC process every single time they subscribe to a fund? Brutal.But what if committing capital to private equity, venture, and real estate funds was digital and seamless for investors — and scalable to manage for GPs?Meet Juniper Square, the fund operations partner to over 2,000 private markets GPs worldwide.Juniper Square gives GPs the connected software, data, and fund administration services needed for modern private markets. No matter how ambitious your next raise is, how many investors you manage, and how complex your investment vehicles are, Juniper Square empowers GPs to raise capital faster, reduce operational risk, and deliver a world-class investor experience.And with JunieAI, Juniper Square's enterprise-grade AI built for private markets, GPs can truly and finally unlock the power of AI to work smarter, move faster, and focus on relationships and returns.Scale your business, not your operational burdens and costs. Visit junipersquare.com/agm today to learn more.Show Notes00:04 Our Sponsor, Juniper Square: Revolutionizing Fund Management00:30 Empowering GPS with Juniper Square00:38 Juniper Square's AI Innovation00:51 Scaling Your Business with Juniper Square01:37 Welcome to the Alt Goes Mainstream Podcast01:40 Introducing Winston Justice03:35 Winston's Background and Early Life03:49 College Years and Initial Business Ventures03:59 Realization and Transition to Finance04:10 Starting a VC Fund and Coffee Shops04:31 Transitioning from NFL to Finance05:04 Winston's Career at Wells Fargo and Beyond05:17 Immersing in Wealth Management07:01 The Sacredness of Financial Management07:50 Importance of Wealth Management08:04 Private Markets in Wealth Management08:19 Early Lessons in Wealth Management09:10 Transferring Values and Knowledge09:32 Managing Assets Beyond Numbers10:19 Combining Finance and Mission12:11 Mentoring Advisors at SageSpring12:43 Skill Sets for SageSpring Advisors12:51 Client Focus and Community Leadership14:01 Balancing Client Delivery and Business Growth14:56 Impact of Growing AUM16:10 Testing Advisors' Commitment16:55 Business Constructs in Wealth Management17:43 Division of Labor in Wealth Management18:52 SageSpring's Unique Approach19:53 Client Understanding of Fiduciary Role20:41 Trust in Financial Services21:17 Sophistication in Choosing Investment Partners21:57 Role of Relationship in Financial Services22:30 Evaluating Investment Opportunities23:44 Partnership with Dynasty Financial24:43 Customizing Investment Solutions26:44 Educating Wealth Managers on Private Markets27:00 Benefits of Alternatives in Portfolios30:48 Effective Storytelling in Investments32:13 Future of Wealth Management Industry33:08 Client and Advisor Service in Wealth Management34:55 Favorite Private Markets Investment37:18 Conclusion and Final Thoughts Editing and post-production work for this episode was provided by The Podcast Consultant.

In this week's episode, Tracy welcomes back a familiar guest, Heather Venenga, to discuss her upcoming book “The Bible, The Barn and the Back 40.”  Known for her passion and practical approach to farm succession planning, Heather brings a fresh and faith-based perspective to one of the most challenging issues facing farm families today: how to plan for the future while preserving family harmony. Launching at the end of August, Heather's new book offers more than just planning advice—it's a spiritual and practical roadmap grounded in Biblical principles. In this conversation, Tracy and Heather explore the roots of procrastination, communication challenges, and the emotional layers of passing on the farm, all while offering listeners a preview of the book's powerful tools and insights. In this episode, you'll hear: ✅ Why so many farm families avoid succession planning, even when they know it's critical to their legacy—and how fear and uncertainty often get in the way. ✅ A sneak peek at “The Bible, The Barn and the Back 40”—why Heather wrote it, what inspired the title, and why she calls it the ultimate business book for farm families. ✅ How Heather connects Biblical wisdom with practical implementation—including tools like roadmaps, action questions, journal prompts, and prayers. ✅ What surprised her most in writing the book—especially around the topics of money, stewardship, and faith in the face of uncertainty. ✅ Why tough conversations can still be rooted in love—and how spiritual guidance can create lasting outcomes for families navigating succession. Tune in to learn how faith, farming, and family can come together in a powerful way through intentional succession planning. Whether you're just beginning the journey or in the thick of it, this episode is filled with wisdom, encouragement, and actionable next steps. Thanks for tuning in, Tracy

Roger and Elias are tackling three major topics that every investor and saver should be paying attention to. From navigating today's record market highs without letting emotions take the wheel, to understanding the latest legislative changes in the “One Big Beautiful Bill,” to uncovering the real habits and strategies of everyday millionaires, this episode is packed with practical insights to help you make informed financial decisions. Take control of your financial future: https://www.btwealthshow.com/start-planning Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your attorney, accountant, and financial or tax advisor prior to investing.  Premier Investments & Wealth Management and LPL Financial do not provide tax advice, please consult your tax professional.  Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal. Asset allocation does not ensure a profit or protect against a loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.  All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Contributions to a traditional IRA may be tax deductible in the contribution year, with current income tax due at withdrawal. Withdrawals prior to age 59 ½ may result in a 10% IRS penalty tax in addition to current income tax. A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply. Consult your tax professional about eligibility to Roth and Traditional IRA contributions. Contributions and earnings in a Roth IRA can be withdrawn without paying taxes and penalties if the account owner is at least 59 ½ and has held their Roth IRA for at least five years. Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a required minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA. Premier Investments & Wealth Management and LPL Financial do not provide specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

The S and P 500 and Nasdaq Composite fell a day after both indexes hit fresh records, Artificial Intelligence darling Nvidia and Broadcom each more than 2 percent lower, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Certified Financial Planners Chad Burton and Ryan Ignacio from EP Wealth Advisors

Leisa grew up without a lot of money, so naturally she assumed that if she had money, she wouldn't have problems! While this isn't true, of course, she went down the path to understanding money and teaching others how to come into confidence around money. Her book is a parable about money catalysts because catalysts speed things up. Lauren dives into the 8 money catalysts: Awaken to Possibility, Begin Within, Unearth the Abundant World, Nurture Your Inner Wealth, Define Your Own Abundance, Amplify Your Finances, Navigate Decisions, and Take Inspired Action. They close by discussing what it means to go forward and embrace life's shadows, which you should do too!If you liked this episode, you'll also like episode 204: Definition of Courage: Act in Spite of Fear.About Leisa:Leisa Peterson is a transformational money mindset coach, bestselling author, and financial educator who helps people revolutionize their relationship with money. Drawing from over 30 years in financial services, she founded WealthClinic to guide individuals past financial anxiety toward holistic wealth-building.Author of "The Money Catalyst" and "The Mindful Millionaire," Leisa combines practical financial strategies with mindfulness practices to create lasting transformation. Recognized by Forbes as one of the pioneering "10 Women Driving Growth in Wealth Management and Investing," she hosts The Mindful Millionaire podcast and YouTube channel. Her expertise has been featured in The Wall Street Journal, FastCompany, The Week, Huffington Post, and Gaia Media Network.Winner of SRQ Magazine's 2023 "Women Who Roar" Illuminator award, Leisa empowers clients through online workshops and transformative retreats, particularly supporting those at pivotal crossroads where money intersects with personal vision.Leisa lives in Sedona, Arizona, with her husband Tim and enjoys visits from their two successfully launched children.Connect with Leisa:Lpeterson@wealthclinic.comWebsite: https://wealthclinic.com/The Money Catalyst Book: https://moneycatalystbook.com/ FREE GIFTS including 47 page journal and 10+ guided meditations for book purchase by filling out simple opt-in.Free Resources:https://wealthclinic.com/visionSocial Media:Instagram: https://www.instagram.com/leisapeterson/LinkedIn: https://www.linkedin.com/in/leisapeterson/Facebook: https://www.facebook.com/leisapetersoncoach/YouTube: https://www.youtube.com/c/LeisaPetersonWealthClinicConnect with Lauren:https://www.realadultingiseasy.com/⁠⁠⁠https://twitter.com/AdultingIsEasy https://www.instagram.com/adultingiseasyreal/About Lauren:Lauren Keen Aumond is passionate about personal finance. She hosts the Adulting Is Easy podcast, where she helps make adulting easier for listeners by making money easier. Lauren became a millionaire at age 31 through high income, investing in stocks, and owning and managing real estate. She was able to leave her 9-5 at age 33 and now manages her short- and long-term rentals on the west coast of Florida with her husband. For fun, Lauren plays tennis, spends time with her family, drinks red wine, travels, and boats.

The S and P 500 and Nasdaq Composite fell a day after both indexes hit fresh records, Artificial Intelligence darling Nvidia and Broadcom each more than 2 percent lower, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Certified Financial Planners Chad Burton and Ryan Ignacio from EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

What do a lost Bitcoin password, a landfill, and a 101-year-old retiree have in common? In this episode, Art McPherson dives into the wild world of gold, silver, and crypto - breaking down what’s worth the risk and what’s just hype. He shares real stories from clients, including centenarians thriving in retirement, and offers practical advice on income planning, debt, and building a legacy. Plus, a hilarious tale of football rivalry and marital survival. For more information visit www.artofmoney.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Why do so many people hate annuities—even when they solve the very problem retirees fear most? In this episode, the team at Better Way Financial breaks down the myths, fees, and facts around annuities. They explain why some annuities get a bad rap, how to spot the good from the bad, and when they can be a smart alternative to bonds. Plus, a real-life case study shows how one couple turned a potential shortfall into a secure income stream. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.

On this episode of Your Retirement Radio Podcast, Kevin discusses the pressing concerns of retirees, focusing on taxes, guaranteed income strategies, and the importance of financial planning. The conversation highlights the challenges posed by market volatility and the necessity of having a solid retirement plan that can withstand economic fluctuations. Listeners are encouraged to test their retirement plans and explore options that can maximize their savings and income in retirement. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.

What’s your “memory money” moment? In this episode of Retirement For Living, JoePat Roop shares how to plan for bucket list experiences—without risking your retirement. JoePat explains how to carve out funds for joy while still preparing for life’s storms. He also breaks down the tax planning opportunities in the new “Big Beautiful Bill” and why waiting could cost you. For more information or to schedule a consultation call 704-946-7000 or visit BelmontUSA.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Stocks moved higher as investors tracked the latest developments in trade, S and P 500 and Nasdaq hit record highs, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Certified Financial Planners Chad Burton and Ryan Ignacio from EP Wealth Advisors

Join Moe and Javaid as they discuss the markets after earnings reports last week. The economy seems to be showing signs of resilience, how is it holding up? What is the latest on the Fed and when will they cut rates? The Genius Act went into effect, what does that mean for the markets and cryptocurrencies as a whole? Listen now to hear the latest!

Stocks moved higher as investors tracked the latest developments in trade, S and P 500 and Nasdaq hit record highs, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Certified Financial Planners Chad Burton and Ryan Ignacio from EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Clients are looking for truly holistic advisors, and accountants are perfectly positioned to be just that, says Rory Henry, a director at Arrowroot Family Office and author of "Holistic Guide to Wealth Management.”