Podcasts about Wealth management

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3596: Jessica Jokisch explores the hidden side of financial growth, arguing that increasing wealth requires stronger leadership, smarter delegation, and a willingness to upgrade old habits. She shows that lasting prosperity depends not just on earning more, but on developing the mindset and systems needed to protect and sustain it. Read along with the original article(s) here: https://www.christineluken.com/more-money-means-more-responsibility/ Quotes to ponder: "More money means more responsibility, not just more fun. If you want to grow and keep your wealth, it comes with more responsibility. They're a package deal!" "Every time we ascend to new levels of success, income, or net worth, we're faced with new fears and money blocks. As the saying goes, “New level, new devil!”" "With great power (and wealth!) comes great responsibility. Those who embrace it will build an empire and create a legacy." Episode references: TurboTax: https://turbotax.intuit.com/ Wealthfront's high-yield Cash Account: ⁠https://wealthfront.com/OFD⁠ This experience may not be representative of other Wealthfront clients, and there is no guarantee of future performance or success. Experiences will vary. The Optimal Finance Daily Podcast, Diana Merriam (collectively "Media Partner") are not clients of Wealthfront. The Media Partner receives cash compensation from Wealthfront Brokerage for this paid endorsement placed in their video, creating a conflict of interest. More details available via the referral link. The Direct Deposit Plus Investing Program from Wealthfront Advisers LLC and Wealthfront Brokerage LLC provides eligible clients a 0.25% APY increase above the base APY on eligible Cash Account balances (up to an overall boosted rate of 4.30% for a limited time when including the 0.75% APY boost for new clients) when you direct deposit $1,000 a month, plus open, fund, and maintain an investing account. Wealthfront may change or end the program at any time and determine eligibility at its discretion. Terms apply. Full details at ⁠wealthfront.com/promo-terms⁠.  The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of January 30, 2026, is representative, requires no minimum, and may change at any time. References to the APY for the Wealthfront Cash Account, including any APY increase, are to the APY paid by insured depository institutions that participate in our cash sweep program (the "Program Banks”).. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Investing involves risk, including the possible loss of principal. Securities investments are not bank deposits, bank-guaranteed or FDIC-insured, and may lose value. Investment advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3596: Jessica Jokisch explores the hidden side of financial growth, arguing that increasing wealth requires stronger leadership, smarter delegation, and a willingness to upgrade old habits. She shows that lasting prosperity depends not just on earning more, but on developing the mindset and systems needed to protect and sustain it. Read along with the original article(s) here: https://www.christineluken.com/more-money-means-more-responsibility/ Quotes to ponder: "More money means more responsibility, not just more fun. If you want to grow and keep your wealth, it comes with more responsibility. They're a package deal!" "Every time we ascend to new levels of success, income, or net worth, we're faced with new fears and money blocks. As the saying goes, “New level, new devil!”" "With great power (and wealth!) comes great responsibility. Those who embrace it will build an empire and create a legacy." Episode references: TurboTax: https://turbotax.intuit.com/ Wealthfront's high-yield Cash Account: ⁠https://wealthfront.com/OFD⁠ This experience may not be representative of other Wealthfront clients, and there is no guarantee of future performance or success. Experiences will vary. The Optimal Finance Daily Podcast, Diana Merriam (collectively "Media Partner") are not clients of Wealthfront. The Media Partner receives cash compensation from Wealthfront Brokerage for this paid endorsement placed in their video, creating a conflict of interest. More details available via the referral link. The Direct Deposit Plus Investing Program from Wealthfront Advisers LLC and Wealthfront Brokerage LLC provides eligible clients a 0.25% APY increase above the base APY on eligible Cash Account balances (up to an overall boosted rate of 4.30% for a limited time when including the 0.75% APY boost for new clients) when you direct deposit $1,000 a month, plus open, fund, and maintain an investing account. Wealthfront may change or end the program at any time and determine eligibility at its discretion. Terms apply. Full details at ⁠wealthfront.com/promo-terms⁠.  The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of January 30, 2026, is representative, requires no minimum, and may change at any time. References to the APY for the Wealthfront Cash Account, including any APY increase, are to the APY paid by insured depository institutions that participate in our cash sweep program (the "Program Banks”).. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Investing involves risk, including the possible loss of principal. Securities investments are not bank deposits, bank-guaranteed or FDIC-insured, and may lose value. Investment advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices

He's only 22 years old...yet, he has held a Financial Advisor's license for a year, and is currently working with a wealth management firm. Grayson Bishop is a Gen-Z'er who is on the move, and wise beyond his years. He shares his background and how he got into the business sans college. Also, the last interview from the recent SWC (US Christian Chamber Conference)...Karl Diffendurfer shares how he has been impacted from that organization, and how it is growing in his area of Pennsylvania.

Markets keep changing due to interest rates, inflation, global cues, corporate earnings, and investor sentiment. In such times, understanding diversification becomes important for every investor.In this investor awareness episode, we explain the meaning of diversification, basics of asset allocation, and the role of equity, debt, gold, and liquid assets in a balanced portfolio. We also discuss how a diversified approach may help investors manage market volatility, reduce overdependence on a single asset class, and stay aligned with long-term financial goals.This episode is ideal for investors who want to understand portfolio diversification, risk management, balanced investing, and the importance of a disciplined long-term investment approach.A diversified approach may help align investments with financial goals.Diversification, Portfolio Diversification, Asset Allocation, Investor Awareness, Risk Management, Balanced Portfolio, Equity Investment, Debt Investment, Gold Investment, Liquid Funds, Market Volatility, Long Term Investing, Financial Goals, Investment Planning, Wealth Management, Mutual Funds, Personal Finance India, Stock Market India, Smart Investing, Financial Education

Markets keep changing due to interest rates, inflation, global cues, corporate earnings, and investor sentiment. In such times, understanding diversification becomes important for every investor.In this investor awareness episode, we explain the meaning of diversification, basics of asset allocation, and the role of equity, debt, gold, and liquid assets in a balanced portfolio. We also discuss how a diversified approach may help investors manage market volatility, reduce overdependence on a single asset class, and stay aligned with long-term financial goals.This episode is ideal for investors who want to understand portfolio diversification, risk management, balanced investing, and the importance of a disciplined long-term investment approach.A diversified approach may help align investments with financial goals.Diversification, Portfolio Diversification, Asset Allocation, Investor Awareness, Risk Management, Balanced Portfolio, Equity Investment, Debt Investment, Gold Investment, Liquid Funds, Market Volatility, Long Term Investing, Financial Goals, Investment Planning, Wealth Management, Mutual Funds, Personal Finance India, Stock Market India, Smart Investing, Financial Education

Markets keep changing due to interest rates, inflation, global cues, corporate earnings, and investor sentiment. In such times, understanding diversification becomes important for every investor.In this investor awareness episode, we explain the meaning of diversification, basics of asset allocation, and the role of equity, debt, gold, and liquid assets in a balanced portfolio. We also discuss how a diversified approach may help investors manage market volatility, reduce overdependence on a single asset class, and stay aligned with long-term financial goals.This episode is ideal for investors who want to understand portfolio diversification, risk management, balanced investing, and the importance of a disciplined long-term investment approach.A diversified approach may help align investments with financial goals.Diversification, Portfolio Diversification, Asset Allocation, Investor Awareness, Risk Management, Balanced Portfolio, Equity Investment, Debt Investment, Gold Investment, Liquid Funds, Market Volatility, Long Term Investing, Financial Goals, Investment Planning, Wealth Management, Mutual Funds, Personal Finance India, Stock Market India, Smart Investing, Financial Education

Markets ended the week balancing persistent inflation data, evolving Fed expectations, and shifting equity leadership. CPI and PPI both surprised to the upside, reinforcing the view that inflation remains sticky and likely keeps the Fed in a restrictive stance ahead of Kevin Warsh's first FOMC meeting as chair. While geopolitical tensions in the Middle East added volatility early in the week, markets recovered on signs of potential de-escalation. In equities, leadership broadened beyond mega caps, with equal weight indices gaining strength as investors reassess concentration risk. With rates expected to stay higher for longer, disciplined positioning and diversification remain key in navigating the current environment. Speakers:Brian Pietrangelo, Managing Director of Investment StrategyGeorge Mateyo, Chief Investment OfficerRajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of Equities 02:05 — CPI and PPI show persistent inflation pressures04:00 — Fed outlook ahead of Kevin Warsh's first FOMC meeting06:30 — Geopolitics and market reaction to Middle East tensions10:00 — Bond market implications and higher for longer rate expectations15:15 — Equity market breadth improves as SpaceX IPO draws attention Additional ResourcesNational Call Replay: 2026 Mid-Year CIO UpdateRead Now: Corporate Transparency Act — Where Are We Now (2026)? Key QuestionsWeekly Investment BriefSubscribe to our Key Wealth Insights newsletterFollow us on LinkedIn

Welcome back to the Alt Goes Mainstream podcast.We went to a mecca of football to film the latest episode. This conversation takes us to Turin, Italy, where we were in the Juventus Creator Lab with Italian football (I mean soccer for the Americans) legend and one of the best defenders of all time Giorgio Chiellini.Giorgio's career and playing style were defined by Juventus' very motto, fino alla fine (“until the end”). It's also a mentality that he brings to every aspect of life on and off the pitch. After an illustrious playing career at one of the world's biggest clubs, Juventus, and a career that also included two World Cup appearances for Italy and winning the Euro 2020 as the Captain of Italy, Giorgio came back home to Turin rejoin the club where he starred for 17 years: Juventus. Giorgio has gone from the pitch to the boardroom, helping to lead Juventus as the Director of Football Strategy. He has brought the player's perspective to the business side of football, balancing the nuances of sports and business.Despite the demands that Giorgio faced on the field as a player to maintain a standard of play at the highest levels of the game, he found time during his career to pursue his passion for business. He received his MBA while playing for Juventus and also was involved in the player development side in his final years as a player at LAFC. More recently, he became an investor in LAFC and in Mercury13, a multi-club investor in women's football teams, including FC Como. He's also an active investor in the European startup community.Giorgio and I had a wide-ranging and fascinating conversation that covered several dimensions of the business of sport. We discussed:How teams, owners, and investors can balance both the sport and business aspects of the game.What it means for sports now that players can have bigger social followings than their clubs or leagues.How Juventus has built and amplified its brand through initiatives like the Creator Lab.How clubs like Juventus can help players build their off-field brand while maintaining a high-quality on-field product.How Giorgio's work off the field while playing informed how he wanted to spend his time post-career in business.What Giorgio's day-to-day is like as Director of Football Strategy for Juventus.Why Giorgio invested in LAFC and what he thinks about the future of the MLS.What American owners and investors can learn from European soccer clubs and owners, and what European clubs and owners can learn from American owners and investors.Thanks, Giorgio, for sharing your wisdom, expertise, and enthusiasm at the intersection of sports and business.Note: this episode was filmed in October 2025 with a plan to publish the conversation around the World Cup.Show Notes00:00 Split Second Decision01:06 A Message from Our Sponsor, Ultimus02:10 Meet Giorgio Chiellini04:17 What Is the Juventus Creator Lab04:36 Building Fans Through Content05:27 Football Brand Goes Global06:15 Revenue From Winning06:43 Two Hearts One Club07:52 Winning Versus Storytelling08:40 Fans Everywhere Now09:27 Too Many Games Problem09:51 Stakeholders and Calendar11:00 Owner Advice Communication11:28 From Kid to Club 14:12 Film Study for Matches15:02 The Saka Tactical Foul17:26 Social Media and Mental Health29:32 US World Cup Reality29:45 Grassroots Long Game30:09 MLS and USL Momentum30:14 Stadiums and Growth30:20 MLS Season vs Playoffs30:46 Supporters Shield Incentives31:11 Travel and Rest Mentality31:33 Europe Stakes Comparison31:54 Highlights Era Question32:24 Bite-Sized Sports Culture33:40 Choosing What to Watch33:55 Sports Must Adapt34:33 Owners Business View35:15 TV Rights and Strategy36:05 Institutional Money Trend36:42 Why Funds Love Sports37:04 Balancing Profit and Emotion38:12 Fiduciary Duty vs Winning39:15 Permanent Capital Advantage40:42 Mission Values Legacy41:54 Juventus DNA and Family44:31 Leadership Lessons Learned45:38 From Captain to Executive47:05 Humanity and Energy48:21 Player to Business Challenges50:00 Investing in Italian Startups51:47 How He Picks Investments52:43 Innovation and AI in Sport53:16 Favorite Alternative Investment54:34 Profitability and Winning55:21 ClosingA Word from Our Sponsor, UltimusThis episode of Alt Goes Mainstream is brought to you by Ultimus, the full-service fund administrator and transfer agent powering asset managers in private and public markets. As alts go mainstream, you need real expertise to handle complex fund structures, connect with key distribution partners, and handle sophisticated compliance, reporting, and transparency demands.That's Ultimus: high-tech, high-touch solutions for over 450 clients and 2,500 funds with $775B in assets under administration. Backed by an expert team of over 1,200 employees, they place client service at the core of their business, helping you navigate complexity during your fund structuring or launch and then supporting you through every stage of growth. Whether you're already in the market or thinking about entering private wealth, you can trust their team's deep expertise in retail alternatives to help you reach your goals.Learn more at ultimusfundsolutions.com or email info@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Editing and post-production work for this episode was provided by The Podcast Consultant.

Most small business owners spend almost all of their time working in the business, but not enough time working on the business.In this episode, we sit down with Sam Slater, a former Google executive with over a decade of experience in design strategy, to talk about how entrepreneurs and solo-preneurs can get clear, identify the real problem, and create a plan for moving forward.Sam helps small businesses turn chaos into a clear, linear process by asking the right questions: who, what, why, and how. Through his in-person workshops and Clarity Clinic, he helps business owners address challenges around growth, client communication, client retention, operations, and more.We also talk about why business owners often struggle to step back, prioritize, and address problems head on, and how a 30, 60, 90 day roadmap can help create real momentum.Learn more about Sam and his work:Sam Slater Consulting samslaterconsulting.comInstagram: @the_clarityclinicHosted by James Walters, CIMA®, CRPC®, and Brandon West, CPA, co-owners of West & Walters Tax and Wealth Management, a Registered Investment Advisor (RIA) and tax firm based in Carlsbad, California. Our goal is to share market insights, investing tips, tax strategies, and straightforward financial education to help viewers make smarter financial decisions. All Information is educational in its intent and distribution! Please do not consider this personal financial advice. We believe all clients have unique situations and thus require unique advice.

The market recently returned to all-time highs, but many investors remain surprisingly cautious. In this episode, Roger, Steve, and Casey discuss what's driving the rally, the growing influence of AI, why so much money is still sitting in cash, and what investors should watch as markets continue to climb. They also explore the disconnect between Wall Street and Main Street, including the ongoing impact inflation is having on household finances.   Check Out Our Investor Guide Series: https://www.premieriwm.com/investor-guides  Get started on your path to financial freedom: www.premieriwm.com  Host: Roger Abel, AIF Co-Host: Elias Randel Co-Host: Steve Hough, CFP Producer: Molly Nordlocken 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 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 not a guarantee of future results. All indices are unmanaged and cannot be invested into directly. 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. Dollar cost averaging involves continuous investment in securities regardless of fluctuations in price levels. Investors should consider their ability to continue purchasing through periods of low price levels. Such a plan does not assure a profit and does not protect against loss in declining markets. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

Don and Tom examine the coming wave of blockbuster IPOs, including rumored offerings from SpaceX, Anthropic, and OpenAI, and explain why investor excitement often leads to disappointing results. Drawing on research from Dimensional Fund Advisors and examples such as Uber, Facebook, and Groupon, they discuss the historical underperformance of IPOs and the dangers of buying into hype. They then answer a listener's question about assets-under-management fees, explaining the broader planning, tax, behavioral, and retirement services provided by fiduciary advisors beyond portfolio construction. The episode concludes with a look at the growing number of highly speculative ETFs, including UFO-themed and meme-stock funds, and a warning that investors should focus on diversification and discipline rather than chasing the latest financial product.0:05 Summer IPO mania: SpaceX, Anthropic, OpenAI, and the hype machine1:24 SpaceX's massive valuation and why investors are excited3:05 Anthropic and OpenAI join the trillion-dollar IPO conversation4:29 Comparing today's IPO wave to the dot-com boom5:09 Why hot IPOs are usually a bad investment6:27 Dimensional research on IPO underperformance and liquidity concerns7:51 Uber, Facebook, Groupon, and other IPO cautionary tales8:50 Why even great companies can be poor investments at the wrong price9:45 Why disciplined firms delay adding IPOs to portfolios10:59 How to submit questions to Talking Real Money13:17 Listener question: Is a 1% AUM fee really worth it?15:20 What advisors actually do beyond portfolio management16:44 Vanguard's research on advisor value17:12 Why large portfolios shouldn't pay a flat 1% on all assets18:24 The emotional and behavioral benefits of professional advice20:29 How advisors help investors stay diversified21:45 The explosion of bizarre new ETFs22:49 UFO ETFs, meme-stock funds, and speculative product launches25:05 Why investors should be skeptical of niche ETFs and high feesQuestions? Comments? Click!

Ep. 265: As Head of Client Solutions and Wealth Management at Guardian Life Insurance, Mike has learned that the most transformational moments in business look a lot like cycling: riders who trust each other, rotate leadership, and communicate constantly can cover ground together that no one could cover alone. In this episode, you will learn: How finding a coach — whether on a bike or in a boardroom — speeds up every kind of growth. Why the best response to a crisis is not reacting to the event itself, but locking onto what you can actually control. How making space for every voice in the room doesn't just improve morale — it produces better ideas and stronger teams. Do you want to write a book? In my new role as Publisher at Forbes Books and with the incredible resources and expertise of their team, we're making it easier than ever to help YOU to tell your story. Send us a message here to get started: https://books.forbes.com/don/ Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness. Special thanks to Guillermo Orellana and Johnathan Levin for making this episode possible.

Maybe you're wondering if your financial advisor is really working for you (or for themselves), or you're worried about hidden fees, market volatility, or the next big tax change that could throw your plans off track.I get it. I've spent decades helping people just like you navigate these challenges, and I know first-hand how overwhelming it can feel.I'm your host, Travis Maus, and this is Ditch The Suits, the podcast that cuts through the noise and gives you the real story on your money, your future, and your financial independence.On Ditch The Suits, we tackle the questions you're too smart to ignore - from investment strategies and fees to retirement planning, tax decisions, and the hidden factors that can quietly derail your progress. You'll get practical insights, real-world examples, and the context most financial conversations leave out.You've worked hard and built meaningful wealth.You're thinking about retirement, investments, taxes, and the future of your family - but are the decisions you're making actually moving you forward towards your goals?As an Accredited Investment Fiduciary Analyst(R) and the CEO of a fee-only Wealth Management firm, I believe that your financial advisor should be your fiercest advocate - not just the slickest salesperson.My mission is to help you live a less stressful, more empowered life by giving you the knowledge and confidence to make decisions that serve you and your family.So, if you're ready to ditch the suits, take control, and get the financial answers you deserve, subscribe to Ditch the Suits today on your favorite podcast platform, so you can get more from your money and life.LEARN MOREDitch The Suits - https://www.ditchthesuits.com/CONNECTTravis Maus on LinkedIn - https://www.linkedin.com/in/travis-maus/LISTENSpotify - https://open.spotify.com/show/4tVWSbhT5gYcXIwjUQklgw?si=04d2b1c7976a402eApple Podcasts - https://podcasts.apple.com/gb/podcast/ditch-the-suits-your-money-your-life/id1551210529YouTube - https://www.youtube.com/channel/UCFsIfrNkeEdZR0VDjVxxuHQ

Connect with Early Riders // Connect with OnrampPresented collaboratively by Early Riders & Onramp Media...Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development.This week Brian, Michael, and Liam cover the SpaceX IPO and the capital-rotation narrative around Bitcoin, the Bernie Sanders / David Sachs debate over government equity stakes in AI companies, the Zcash inflation bug that allowed unlimited mint for four years before Claude caught it, JPMorgan's tokenized-deposit consortium with Citi, Bank of America, Wells Fargo, and Chase, the Stripe / Visa / MasterCard stablecoin consortium, Morgan Stanley's Galaxy partnership letting high-net-worth clients lend Bitcoin for in-kind ETF conversions, Tether's first gold-backed Visa card, the US sanctioning Iran's largest crypto exchange Nobitex, and the Polymarket MicroStrategy resolution controversy.Chapters00:00 - The State of Digital Assets01:13 - Upcoming IPOs and Market Dynamics05:54 - Contrasting Views on Investment Strategies08:19 - Long-Term Perspectives on Bitcoin14:11 - Speculation vs. Saving in Investments18:32 - Government Involvement and Market Bubbles25:22 - Zcash Inflation Bug and Crypto Vulnerabilities31:12 - Tokenization of Deposits and Future of Banking34:12 - Understanding the Future of Investment and Money35:56 - The Role of Traditional Finance in Digital Assets37:11 - Morgan Stanley's Bitcoin Lending and ETF Strategy40:54 - Market Timing and ETF Launches42:48 - The Evolution of Wealth Management and Asset Preservation44:40 - Stablecoins and 24/7 Trading in Crypto Markets49:05 - US Sanctions and the Impact on Crypto Markets52:59 - Tether's Gold-Backed Innovations55:19 - The Future of Agentic Payments and Prediction MarketsIf you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly.Keep up with Michael:https://x.com/MTangumahttps://www.linkedin.com/in/mtanguma/Keep up with Liam:https://x.com/Lnelson_21https://www.linkedin.com/in/liam-nelson1/Keep up with Brian:https://x.com/BackslashBTChttps://www.linkedin.com/in/brian-cubellis-00b1a660/

Are you following a clear roadmap to retirement—or just guessing at the next turn? In this episode, Brandon Bowen shares how retirement planning involves navigating key milestones like Social Security and Medicare while building a plan that adapts to life changes. Through a real client story, he illustrates how adjusting timelines, income sources, and expenses can reshape retirement decisions. The conversation focuses on creating a flexible, personalized approach that accounts for evolving goals, income needs, and major life transitions. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

If you're looking for a career in financial planning, you want to be sure YOUR financial planner is following the fast moving trends of today and hires and trains new talent the right way, you want to listen to this next conversation. Joining Chris to share the culture of Waggoner Financial and how they remain up-to-date on employee development and industry trends are Director of Advisory Services, Jordan Bowman and Wealth Management Associate, Tobin Zeluff!

With many people concerned about whether they're saving enough for retirement, and with ongoing economic uncertainty prompting questions about pensions, investments and long-term financial planning, Shannon Chamber is hosting a special investment planning event in Shannon next week in partnership with Cantor Fitzgerald.    The event will focus on retirement planning, wealth management, and current investment opportunities.    To discuss some of the key issues people should be considering when it comes to their financial future, Alan Morrissey was joined by Laura Reidy, Director of Wealth Management at Cantor Fitzgerald. Photo (c) Fergal Phillips via The Business Post

In this episode of the Wealth Management Invest podcast, host David Bodamer speaks with Mark Sutterlin, head of alternative investments at Bank of America Merrill Lynch, about the increasing role of private markets within client portfolios. Mark outlines how demand for alternative investments is evolving, particularly among ultra-high-net-worth investors, and explains how firms are expanding access through new platform offerings and structures. Mark also explores the role of evergreen funds in making private markets more accessible, while emphasizing the importance of long-term thinking, diversification, and consistent allocation. In addition, he shares perspectives on how technology is improving the investment experience, along with key themes shaping opportunities across areas such as artificial intelligence, infrastructure, and hedge strategies. Key takeaways: Why ultra-high-net-worth investors are increasing allocations to private markets for diversification How evergreen funds help simplify access but still require long-term discipline from investors The role of advisor education in helping clients understand illiquidity and portfolio fit How technology is improving reporting, execution and the overall investor experience Key investment themes including AI, infrastructure growth and renewed interest in hedge strategies Connect With David Bodamer: david.bodamer@informa.com  Wealth Management LinkedIn: David Bodamer LinkedIn: Wealth Management Connect With Mark Sutterlin: LinkedIn: Mark Sutterlin LinkedIn: Bank of America Merrill Lynch LinkedIn: Bank of America Business Website: Bank of America Business Resources: Listen to the Wealth Management Invest Podcast on Wealth Management Listen and Subscribe to the Wealth Management Invest on Apple Podcasts Listen and Subscribe to the Wealth Management Invest on Spotify

In this Week in Review, Dave Spano and Dr. Brian Jacobsen dig into SpaceX's headline-grabbing IPO—and why the bigger story may be its bold (and unproven) AI ambitions. They also explore the intensifying AI arms race, from trillion-dollar valuations to Nvidia's push into everyday tech, and what it means when even standout earnings fail to impress. Plus, a look at shifting tariffs and a two-speed economy, where strong manufacturing momentum meets growing uncertainty beneath the surface.  Also, a segment on structuring student loan plans.

In a world filled with uncertainty, finding peace of mind often begins with thoughtful preparation. On this episode of the Meditation Podcast, we sit down with Dan Beech, a visionary wealth manager and founder of Archively. Dan introduces us to a groundbreaking, patent-pending platform that leverages dual-blockchain technology and NFT hashing to safeguard your essential documents—from medical directives to wills—making them encrypted, unalterable, and instantly accessible to those you trust. We explore how Archively alleviates the stress and anxiety associated with traditional estate planning, offering a path to serenity by ensuring your legacy is protected and your loved ones are cared for, even in times of crisis. Discover how proactive planning can bring profound peace to your life and your family's future.   Timestamps 0:00 Welcome & Introduction to Dan Beech 0:47 Dan's Career: From Real Estate to Wealth Management 1:35 The 2008 Crash: Losing a business and starting over 2:33 Transitioning to Wealth Management in Beverly Hills 3:03 "Simple Wealth": Insider secrets for high net worth investors 3:35 Introducing Archively: Solving the emergency document crisis 4:44 The 2007 Tech Trap: Why estate planning is stuck in the past 5:18 Blockchain vs. Evil Cousin Sally: Preventing document tampering 6:50 Secure 3 Technology: Encryption, Blockchain, and NFTs 8:50 Shamir's Secret Sharing: The "Secure 9" triple layer security 9:24 Real-World Applications: Medical directives and hospital emergencies 11:04 Emergency Access: How loved ones get access in a crisis 12:21 0% Downtime: The Blockchain mirror vs. AWS/Microsoft failures 14:37 16 Attorneys & 2 Years of Research: Building a trusted system 15:12 Sovereignty & Censorship: Why you can't trust Big Tech with your data 17:03 The Process: How to get your documents onto Archively 18:06 The Passport Story: Why digital backups are critical for travelers 20:00 Video & Audio Farewells: Solving the "grief" problem 37:35 Prepaying for the Future: Endowment funds and 30-year longevity 41:10 The "Geeky" Stuff: Cryptographic security and Shamir's sharing 45:14 Built by Feedback: Talking to 50 people to solve real problems 47:07 Where to Find Dan: Archively.com (Code: PODFATHER3) 47:37 Outro & Contact Details  

In the world of effective communication, clarity and permanence are paramount. On this episode of the Speaking Podcast, we sit down with Dan Beech, a seasoned wealth manager and founder of Archively, who brings a unique perspective on how to ensure your most critical messages—your legacy—are not only heard but also immutably preserved. Dan introduces us to his patent-pending platform that leverages dual-blockchain technology and NFT hashing to safeguard essential documents, making them encrypted, unalterable, and instantly accessible. We delve into the art of communicating complex financial and personal wishes, the importance of secure documentation, and how Archively empowers individuals to speak their truth with confidence, knowing their voice will echo through generations. Discover how to master the message of your life and ensure your legacy is communicated with unparalleled precision.   Timestamps 0:00 Welcome & Introduction to Dan Beech 0:47 Dan's Career: From Real Estate to Wealth Management 1:35 The 2008 Crash: Losing a business and starting over 2:33 Transitioning to Wealth Management in Beverly Hills 3:03 "Simple Wealth": Insider secrets for high net worth investors 3:35 Introducing Archively: Solving the emergency document crisis 4:44 The 2007 Tech Trap: Why estate planning is stuck in the past 5:18 Blockchain vs. Evil Cousin Sally: Preventing document tampering 6:50 Secure 3 Technology: Encryption, Blockchain, and NFTs 8:50 Shamir's Secret Sharing: The "Secure 9" triple layer security 9:24 Real-World Applications: Medical directives and hospital emergencies 11:04 Emergency Access: How loved ones get access in a crisis 12:21 0% Downtime: The Blockchain mirror vs. AWS/Microsoft failures 14:37 16 Attorneys & 2 Years of Research: Building a trusted system 15:12 Sovereignty & Censorship: Why you can't trust Big Tech with your data 17:03 The Process: How to get your documents onto Archively 18:06 The Passport Story: Why digital backups are critical for travelers 20:00 Video & Audio Farewells: Solving the "grief" problem 37:35 Prepaying for the Future: Endowment funds and 30-year longevity 41:10 The "Geeky" Stuff: Cryptographic security and Shamir's sharing 45:14 Built by Feedback: Talking to 50 people to solve real problems 47:07 Where to Find Dan: Archively.com (Code: PODFATHER3) 47:37 Outro & Contact Details  

The stock market had a rough week, with all three major indexes finishing lower despite a stronger-than-expected U.S. jobs report. The economy added 172,000 jobs, unemployment remained steady at 4.3%, and investors immediately began reassessing the outlook for interest rates. Why would a strong jobs report hurt stocks? In this video, James explains how stronger employment can keep inflation concerns alive and increase the likelihood that interest rates stay higher for longer. We also discuss the recent rise in the 10-year Treasury yield, why markets are now pricing in a greater chance of higher rates, and what that means for investors.We also cover the latest developments surrounding the Strait of Hormuz and the conflict involving Iran, why the economy and the stock market are not the same thing, and how concerns about inflation and stagflation continue to impact investor sentiment.Finally, we look ahead to what could become three of the biggest IPOs in history: SpaceX, OpenAI, and Anthropic. If these companies join the Nasdaq, index funds may be forced to buy shares, potentially creating significant shifts in market flows and valuations.Hosted by James Walters, CIMA®, CRPC®, and Brandon West, CPA, co-owners of West & Walters Tax and Wealth Management, a Registered Investment Advisor (RIA) and tax firm based in Carlsbad, California. Our goal is to share market insights, investing tips, tax strategies, and straightforward financial education to help viewers make smarter financial decisions. All Information is educational in its intent and distribution! Please do not consider this personal financial advice. We believe all clients have unique situations and thus require unique advice.

Are you approaching today's volatile market with one foot on the gas and one foot on the brake? In this episode of Retirement Coffee Talk, Charisse Rivers breaks down the illusions of the artificial intelligence stock boom and exposes the hidden dangers of standard autopilot investing. Learn why traditional 60-40 portfolios fail when interest rates shift, how to bridge the income gaps left behind by vanishing corporate pensions, and structural strategies to safeguard your lifetime savings from unexpected black swan market events. Like this episode? Hit that Follow button and never miss an episode!

In a world increasingly defined by digital vulnerabilities and centralized control, how do we ensure our deepest truths and most critical life decisions remain sacred and secure? On this episode of the Awakening Podcast, we sit down with Dan Beech, a visionary wealth manager and founder of Archively. Dan introduces us to a groundbreaking, patent-pending platform that harnesses dual-blockchain technology and NFT hashing to safeguard your essential documents—from medical directives to wills—making them encrypted, unalterable, and instantly accessible to those you trust. We delve into the profound implications of digital sovereignty, the hidden dangers of relying on Big Tech, and how Archively empowers individuals to awaken to a new level of control over their personal and financial legacies. Discover how to protect your family's future and ensure your authentic wishes are honored, long after you're gone.   ⏱️ Accurate YouTube Chapters 0:00 Welcome & Introduction to Dan Beech 0:47 Dan's Career: From Real Estate to Wealth Management 1:35 The 2008 Crash: Losing a business and starting over 2:33 Transitioning to Wealth Management in Beverly Hills 3:03 "Simple Wealth": Insider secrets for high net worth investors 3:35 Introducing Archively: Solving the emergency document crisis 4:44 The 2007 Tech Trap: Why estate planning is stuck in the past 5:18 Blockchain vs. Evil Cousin Sally: Preventing document tampering 6:50 Secure 3 Technology: Encryption, Blockchain, and NFTs 8:50 Shamir's Secret Sharing: The "Secure 9" triple layer security 9:24 Real-World Applications: Medical directives and hospital emergencies 11:04 Emergency Access: How loved ones get access in a crisis 12:21 0% Downtime: The Blockchain mirror vs. AWS/Microsoft failures 14:37 16 Attorneys & 2 Years of Research: Building a trusted system 15:12 Sovereignty & Censorship: Why you can't trust Big Tech with your data 17:03 The Process: How to get your documents onto Archively 18:06 The Passport Story: Why digital backups are critical for travelers 20:00 Video & Audio Farewells: Solving the "grief" problem 37:35 Prepaying for the Future: Endowment funds and 30-year longevity 41:10 The "Geeky" Stuff: Cryptographic security and Shamir's sharing 45:14 Built by Feedback: Talking to 50 people to solve real problems 47:07 Where to Find Dan: Archively.com (Code: PODFATHER3) 47:37 Outro & Contact Details  

Dennis Morton and Katie Brown are the founders of Morton Brown Family Wealth, a firm dedicated to helping individuals and families align their financial decisions with their values and long-term goals. Through their client-centered approach, they guide families in building financial confidence, creating meaningful legacies, and navigating life's opportunities and challenges with clarity. 04:13 Billion-Dollar Vision & Goal Setting 06:01 Building a Purpose-Driven Client Experience 10:17 The Founders' Success Exercise 14:17 Transparency, Ownership & Business Growth 20:13 Consistency, Leadership & Client Trust 22:21 Wealth Beyond Money 26:22 The Future of Financial Advice 29:37 Financial Advisor Client Service Mistakes 35:23 Succession Planning for Financial Advisors 53:02 Overcoming Fear as a Financial Advisor Don't forget you can also follow Dr. Rob Bell on Twitter or Instagram! Follow At: X @drrobbell Instagram @drrobbell Download Your Daily Focus Map! https://drrobbell.com/  5 Mental Toughness Advantages for Financial Advisors: https://pages.drrobbell.com  If you enjoyed this episode on Mental Toughness, please subscribe and leave a review! Dr. Rob Bell  

What happens if you're in a crisis and your family can't find your medical directive? Or worse, what if a "disgruntled relative" alters your will after you're gone? In this episode of The Crypto Podcast, we sit down with Dan Beech, a veteran wealth manager who has advised billionaires and overseen $1.4 billion in sales. Dan is the founder of Archively, a patent-pending platform that uses dual-blockchain technology and NFT hashing to ensure your most critical life documents are encrypted, unalterable, and accessible in seconds. We dive into the "Secure 3" architecture, the dangers of relying on Big Tech for data storage, and how Dan is using technology to solve the logistical and emotional challenges of estate planning.     Timestamps 0:00 Welcome & Introduction to Dan Beech   0:47 Dan's Career: From Real Estate to Wealth Management   1:35 The 2008 Crash: Losing a business and starting over   2:33 Transitioning to Wealth Management in Beverly Hills   3:03 "Simple Wealth": Insider secrets for high net worth investors   3:35 Introducing Archively: Solving the emergency document crisis   4:44 The 2007 Tech Trap: Why estate planning is stuck in the past   5:18 Blockchain vs. Evil Cousin Sally: Preventing document tampering   6:50 Secure 3 Technology: Encryption, Blockchain, and NFTs   8:50 Shamir's Secret Sharing: The "Secure 9" triple layer security   9:24 Real-World Applications: Medical directives and hospital emergencies   11:04 Emergency Access: How loved ones get access in a crisis   12:21 0% Downtime: The Blockchain mirror vs. AWS/Microsoft failures   14:37 16 Attorneys & 2 Years of Research: Building a trusted system   15:12 Sovereignty & Censorship: Why you can't trust Big Tech with your data   17:03 The Process: How to get your documents onto Archively   18:06 The Passport Story: Why digital backups are critical for travelers   20:00 Video & Audio Farewells: Solving the "grief" problem   37:35 Prepaying for the Future: Endowment funds and 30-year longevity   41:10 The "Geeky" Stuff: Cryptographic security and Shamir's sharing   45:14 Built by Feedback: Talking to 50 people to solve real problems   47:07 Where to Find Dan: Archively.com (Code: PODFATHER3)   47:37 Outro & Contact Details    

This week's conversation points to an economy that is still expanding, but with a market narrative that may be shifting. Manufacturing and services remained in expansion, job openings improved, and May payrolls came in stronger than expected, reinforcing a firmer labor backdrop ahead of the June FOMC meeting. At the same time, the team discusses early cracks in the AI trade, the potential for rotation as large IPOs approach, and why higher yields may persist. In fixed income, resilient credit markets still favor quality, while policy and inflation remain central watchpoints for portfolio positioning. Continue the conversation at our upcoming Key Wealth National Call: 2026 Mid-Year CIO Update on June 9, 2026 at 1:00 PM ET. Speakers:Brian Pietrangelo, Managing Director of Investment StrategyRajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of Equities 01:39 — Manufacturing, services, Beige Book, JOLTS, and May payrolls.05:16 — Middle East developments, oil inventories, and summer supply risks.08:10 — AI trade cracks, Broadcom, and the coming SpaceX IPO.16:54 — Jobs, Fed expectations, higher yields, and resilient credit.23:07 — National Call reminder and what investors should watch next. Additional ResourcesRegister Now: Key Wealth National Call: 2026 Mid-Year CIO UpdateRead: Key Questions: What's Behind the Back Up in Global Bond Yields? Key QuestionsWeekly Investment BriefSubscribe to our Key Wealth Insights newsletterFollow us on LinkedIn 

Domenick D'Andrea, Co-Founder of DanDarah Wealth Management, shares how the firm helps retirees, pre-retirees, and small business owners navigate retirement income planning, estate strategies, and long-term wealth management. He also discusses DanDarah's personalized fiduciary approach—and even how Cooper, the firm's beloved canine ambassador, plays a role in client communications and engagement.

This episode is a must-listen for advisors—male or female—who want to better serve women clients, build a sustainable and profitable practice, and protect themselves through industry consolidation. Cary brings honesty, hard-won lessons, and practical frameworks throughout. About the guest: Cary Carbonaro is a Certified Financial Planner™, author, and nationally recognized women-and-wealth expert. A frequent media commentator and keynote speaker (20–25 engagements a year), she specializes in serving high-earning women and demystifying wealth management for female clients. Topics covered: The Invest in Women conference and the value of stepping outside your “ecosystem,” Cary's Goldman Sachs acquisition story, client ownership and self-sourcing, measuring practices on profitability over AUM, the women's wealth gap, menopause and HRT as planning conversations, the “female-friendly practice” quiz, and how Cary protects her time and well-being. Mentioned in this episode: Cary's book on women and wealth; the McKinsey study (2015) on women controlling two-thirds of U.S. wealth by 2030; Harvard Business Review study on financial services being the least sympathetic industry to women; Investopedia's 2019 advisor rankings.       **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@optimizedins.com Optimized Insurance Planning

Welcome back to the Alt Goes Mainstream podcast.Today's conversation provides a fascinating window into the world of how one of the industry's largest wealth managers approaches private markets.We sat down with the man who holds the keys to the kingdom.Mark Sutterlin is the Head of Alternative Investments within the Investment Solutions Group at Bank of America. He leads the firm's strategy and platform development across hedge funds, private credit, private equity, physical precious metals, and real estate, delivering a broad spectrum of institutional-grade investment solutions to advisors and their clients.Mark brings the advisor's perspective to bear as he builds the alternative investments menu for Merrill and Bank of America Private Bank and helps educate advisors and clients on how and where to thoughtfully and appropriately include private markets in portfolios.Mark and I had a fascinating discussion. We covered:How GPs can work with private banks.What one of the largest private wealth allocators looks for in GPs.How Merrill approaches different product structures to deliver solutions across the wealth client spectrum.What constitutes a manager's edge.I loved this conversation with Mark, who takes such a thoughtful approach and brings a true passion to helping clients and advisors build and protect wealth.Thanks Mark for sharing your expertise, wisdom, and passion on private markets and private wealth.Show Notes00:00 Investor Edge Beyond Returns00:32 Sponsor Message from Ultimus01:41 Meet Mark Sutterlin04:15 Advisor Trust and Responsibility04:24 Penetration Across Wealth Tiers04:38 Scaling Alts Across Books04:49 Evergreen to Drawdown Spectrum05:12 Building the Shelf Challenge05:32 Evergreen Role in Portfolios05:42 Serving Broad Client Needs06:06 Optionality Not One Product06:20 Diligence as Core Identity06:48 Nuance in Private Credit07:27 Long-Term Themes Overlay07:56 Core and Satellite Question08:28 Drawdown vs Evergreen Tradeoffs08:48 Advisor Client Feedback Loop09:25 Evergreens Now Dominate Flows09:49 Evergreen Growing Pains10:14 Education and Expectations10:42 Rotation Within Evergreens11:11 Who Can Run Evergreens Well11:35 Scale Deal Flow Allocation Policy12:29 Post Sale Servicing Matters12:52 How Managers Should Service13:23 Transparency Builds Loyalty14:03 Vetting Managers for Private Banks14:45 Investor Skill Is Table Stakes15:22 Thousand Funds Deep Diligence16:07 Unpacking Firm DNA16:23 Private Wealth Is High Touch16:53 Eyes Wide Open Expectations17:14 Best GPs Listen and Adapt18:12 Customization Versus Scale19:13 Specialists and Custom Funds19:57 Proposal Tools for Advisors20:43 Menu Design From Client Needs21:25 Differentiation in UHNW22:31 Co-Invest and Capacity Access24:43 Tech DLT and Streamlining25:38 Biggest Blocker Education Gap26:45 Misconception Complexity27:52 Alts Invitationals Bootcamp29:45 Where Advisors Are Today30:16 What Why How Framework31:32 Implementation Needs Support31:51 Scaling the Alts Business32:45 Open Architecture Platform33:01 Lifecycle Ops Risk Controls33:40 Where to Invest Next33:53 Infrastructure and DLT Readiness34:42 Future Growth Sources35:37 Advisors Yet to Adopt36:00 Balanced Growth Outlook36:58 Client Sentiment Today38:11 Patience and Long-Term Adoption38:51 Next Gen Investor Mindset40:43 Defining a Manager's Edge41:23 Specialization and Storytelling42:31 Building a Menu of Edges42:47 Business Plan Plus Open Mind43:44 Advice for GPs Pitching Merrill44:39 Platform Differentiation and Exclusivity46:47 What Worries Mark Today48:19 Excited About AI and Infrastructure50:42 Wrap Up and ThanksA Word from Our Sponsor, UltimusThis episode of Alt Goes Mainstream is brought to you by Ultimus, the full-service fund administrator and transfer agent powering asset managers in private and public markets. As alts go mainstream, you need real expertise to handle complex fund structures, connect with key distribution partners, and handle sophisticated compliance, reporting, and transparency demands.That's Ultimus: high-tech, high-touch solutions for over 450 clients and 2,500 funds with $775B in assets under administration. Backed by an expert team of over 1,200 employees, they place client service at the core of their business, helping you navigate complexity during your fund structuring or launch and then supporting you through every stage of growth. Whether you're already in the market or thinking about entering private wealth, you can trust their team's deep expertise in retail alternatives to help you reach your goals.Learn more at ultimusfundsolutions.com or email info@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Editing and post-production work for this episode was provided by The Podcast Consultant.

Markets have climbed to new highs, but that doesn't mean investors are in the clear. In this episode of Behind The Wealth, Roger Abel, Steve Hough, and Elias Randel break down some of the biggest risks that could challenge today's strong market narrative, from economic uncertainty and policy changes to the impact of upcoming midterm elections. They discuss why headlines often create short-term volatility, what history can teach us about investing through uncertainty, and why disciplined investor behavior remains one of the most powerful tools for long-term success. If you're wondering how to stay focused when markets get noisy, this episode is for you.   Check Out Our Investor Guide Series: https://www.premieriwm.com/investor-guides  Get started on your path to financial freedom: www.premieriwm.com  Host: Roger Abel, AIF Co-Host: Elias Randel Co-Host: Steve Hough, CFP Producer: Molly Nordlocken 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 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 not a guarantee of future results. All indices are unmanaged and cannot be invested into directly. 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. Dollar cost averaging involves continuous investment in securities regardless of fluctuations in price levels. Investors should consider their ability to continue purchasing through periods of low price levels. Such a plan does not assure a profit and does not protect against loss in declining markets. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

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 hereIs Ontario's small business tax cut actually saving you money—or just shifting the tax bill somewhere else?A lower corporate income tax rate sounds like a win for business owners, especially when headlines make the cut look dramatic. But if you eventually need to pull retained earnings out of your corporation, the personal tax side matters just as much as the corporate savings. This episode breaks down what the change really means, why the “savings” may not be as generous as they appear, and how business owners should think more strategically about salary, dividends, and retained earnings.You'll walk away with:A clearer understanding of how Ontario's small business tax cut affects active corporate income.The round-trip math behind saving tax inside the corporation versus paying more when dividends come out personally.Key planning questions to consider around retained earnings, passive income, salary, dividends, and long-term tax efficiency.Press play now to understand whether this tax change helps your business—or quietly creates a bigger planning problem down the road.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 if you've been……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, building a strong Canadian wealth plan starts with understanding how small business taxin Ontario, a corporate tax cut, dividend tax, and personal vs corporate tax planning can impact long-term decisions around tax planning, business strategy, and wealth management. Whether your goal is financial freedom Canada, financial independence Canada, or an early retirement strategy, the right approach may include corporate wealth planning, salary vs dividends Canada, RRSP optimization, optimizing RRSP room, tax-efficient investing, passive income planning, and smart corporation investment strategies. For business owners pursuing modest lifestyle wealth, legacy planning Canada, and building long-term wealth Canada, it's important to align financial buckets, an investment bucket strategy, financial vision setting, retirement planning tools, and financial systems for entrepreneurs with practical Canadian tax strategies, business owner tax savings, capital gains strategy, and corporate structure optimization. From real estate investing Canada and real estate vs renting to financial diversification Canada, passive income, and estate planning Canada, the best wealth building strategies Canadahelp connect today's cash flow decisions with tomorrow's freedom, security, and family legacy.Ready to connect? Text us your comment including your phone number for a response! If you listen to podcasts like The Rational Reminder with Ben Felix & Cameron Passmore, The Canadian Investor, The Canadian Real Estate Investor, Build Wealth Canada with Kornel Szrejber, ChooseFI with Jonathan Mendonsa & Brad Barrett, Afford Anything with Paula Pant, The Ramsey Show with Dave Ramsey, BiggerPockets Money, The Money Guy Show with Brian Preston & Bo Hanson, Invest Like the Best with Patrick O'Shaughnessy, Masters in Business with Barry Ritholtz, The Wealthy Barber Podcast with David Chilton, Financial Audit with Caleb Hammer, In the Money with Amber Kanwar, The Loonie Hour with Steve Saretsky, or More Money Podcast with Jessica Moorhouse — we're confident you'll enjoy Canadian Wealth Secrets too.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.

Eric Schimpf left the Army on a Friday and walked into Merrill Lynch as a trainee on the following Monday morning. With no transition period, no legacy track, no shortcuts, just two suits, three ties, and a rusted-out Jeep he was encouraged to park several blocks away from the office. Thirty-two years later, Schimpf is president of Merrill Wealth Management, overseeing 25,000 associates, 1.7 million clients, and one of the strongest years in the firm's history, a record $20.7 billion in revenue across approximately $4T in assets. The path from West Point graduate and airborne ranger to the top of one of the world's most recognized wealth management franchises was built on the same principles Schimpf learned in uniform: discipline, clarity of mission, a willingness to do the work, and an unrelenting focus on the people in front of you.On this episode of The Reboot Chronicles Podcast, we sit down with Eric Schimpf, President of Merrill Wealth Management, to unpack the leadership philosophy behind one of the most significant turnarounds in wealth management.  We discuss what the military taught him about leading at scale, how Merrill is thinking about AI as a productivity multiplier rather than a replacement for human advice, and what aspiring leaders need to do to position themselves for the next decade. Schimpf also shares his perspective on hiring veterans, why he believes the country will face a shortage of financial advisors, and how the firm's approach to training is designed to prepare for the future.

On this episode, tune in to a conversation from FINRA's 2026 Annual Conference, where FINRA Board Chair Scott Curtis and FINRA President and CEO Robert Cook discussed the partnership between board governance and executive leadership, and the strategic priorities shaping FINRA's direction. Resources mentioned in this episode: Ep. 185: How FINRA Is Streamlining Data Requests Ep. 187: How FINRA Is Enhancing Member Firm Examinations FINRA Forward: A Year of Progress FINRA Forward FINRA Quarterly Regulatory Policy Agenda Blog Post: FINRA Forward's Rule Modernization—An Update Blog Post: Vendors, Intelligence Sharing and FINRA's Mission Blog Post: FINRA Forward Initiatives to Support Members, Markets and the Investors They Serve Blog Post: A Progress Update on Rule Modernization Find us: LinkedIn / X / YouTube / Facebook / Instagram / E-mailSubscribe to our show on Apple Podcasts, Google Play and by RSS.

In this powerful episode of Dope Interviews, Warren Shaw sits down with author, wealth management executive, philanthropist, and leadership strategist Ashley Varnado for one of the most transparent conversations we've ever had.Ashley shares her journey from a small town in Mississippi to managing multi-billion-dollar portfolios, becoming one of the few Black women in wealth management, and navigating the pressures of being a first-generation corporate executive. She opens up about generational wealth, trust funds, philanthropy, burnout, unhealthy ambition, surviving three strokes, and the life-changing decision to step away from corporate America for what she calls a “Radical Sabbatical.”This episode is a masterclass on wealth, leadership, resilience, mental health, purpose, and redefining success.If you've ever felt pressure to keep achieving, keep proving yourself, or keep moving the goalposts, this conversation is for you.#DopeInterviews #AshleyVarnado #GenerationalWealth #MentalHealth #LeadershipBecome a supporter of this podcast: https://www.spreaker.com/podcast/dope-interviews--5006633/support.Follow Dope Interviews on X: https://www.twitter.com/dope_interviewsFollow Warren Shaw on X: https://www.twitter.com/thewarrenshawFollow Warren on IG: https://www.instagram.com/thewarrenshawRock "Dope Interviews" gear: https://19-media-group.myspreadshop.comLooking to book a vacation? Our travel partner Exquiste Travel & Tours has you covered: Call 954-228-5479 or visit https://exquisitetravelandtours.com/Discover our favorite podcast gear and support the show—shop our studio must-haves on our Amazon Affiliate page! https://www.amazon.com/shop/19mediagroupWant to join the conversation or invite us to your platform? Connect with us and share your vision (budget-friendly collaborations welcome)!  https://bit.ly/19Guest

Brian Dammeir explore how AI is rapidly evolving from novelty chatbot to functional financial co-pilot, with platforms like OpenAI and Perplexity becoming go-to tools for personal wealth management. Dammeir makes the case that secure data connectivity and generative AI will soon replicate the nuance of human advisors — at a fraction of the time.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Send us Fan MailOn this episode I had the opportunity to speak with Mr. Paul Sippil. He is one of the world's only forensic 401(k) consultants, providing expert guidance that protects your people, your profits, and your peace of mind. He specializes in uncovering hidden fees, conflicts of interest, and unethical practices in retirement plans that quietly cost business owners and their employees thousands of dollars.From his early days as an auditor, accountant, and financial advisor, Paul has focused on protecting ‘businesses bottom lines'. A single conversation about 401(k) plan tax forms sparked a discovery that has now, defined his career: The widespread abuse and unethical practices in the retirement plan industry-often at the expense of the business owners and their employees.Through extensive research and firsthand conversations with company leaders, Paul uncovered how hidden fees, poor plan design, and conflicted advisors quietly drain profits and create compliance risks. Determined to change that, he founded his practice to bring fairness, transparency, and accountability to retirement plan management.Today, Paul works with firms across many  industries-including law firms, private healthcare practices, and professional B2B service companies. He is helping them uncover hidden costs, strengthen fiduciary oversight, and safeguard both their employees' futures and their company's financial health. His expertise has been cited in Investment News, Fiduciary News, and WealthManagement.com for his leadership in reforming how businesses, like ours, approach retirement plans. I hope you enjoy my conversation with Mr. Paul Sippil.

Regulators aren't waiting for new rules before they start examining for compliance failures — they're applying existing frameworks to AI and vendor oversight right now, and wealth management firms that aren't prepared are already behind. Hollie Mason, Managing Director at Stout and former FINRA senior enforcement counsel, joins Rafael DeLeon to break down what the SEC and FINRA are prioritizing in 2026 exams, where the vendor oversight documentation gaps are showing up, and what defensible AI governance looks like for RIAs and broker-dealers.

Explore Our Other Podcasts Featuring Top Financial Experts Belowhttps://www.youtube.com/playlist?list=PL9uK6jbdzfVfVFMeOTRSftLjRxuM-0N5aCheck out BeerBiceps SkillHouse Courses Here - https://linktr.ee/bbskillhouseFor all BeerBiceps vlog content Watch Life Of BeerBiceps - https://www.youtube.com/@LifeOfBeerBicepsCheck out my Mind Performance app: Level SuperMindLink:- https://app.level.game/?c=zSbmYnShare your guest suggestions hereMail - connect@beerbiceps.comLink - https://forms.gle/aoMHY9EE3Cg3Tqdx9Join the Level Community Here:https://linktr.ee/levelsupermindcommunityFollow BeerBiceps SkillHouse's Social Media Handles:YouTube: https://www.youtube.com/@BeerBicepsSkillHouseInstagram: https://www.instagram.com/beerbiceps_skillhouseWebsite : https://beerbicepsskillhouse.inFor any other queries EMAIL: support@beerbicepsskillhouse.comIn case of any payment-related issues, kindly write to support@tagmango.comFollow Sanjay Kathuria's Social Media Handles:-Instagram: https://www.instagram.com/financebysanjay/YouTube: https://www.youtube.com/@UCvqttS8EzhRq2YWg03qKRCQ LinkedIn: https://in.linkedin.com/in/sanjaykathuriaIn this special episode 508th of The Ranveer Show, we are joined by financial expert Sanjay Kathuria, who shares deep insights on the 2026 Economic Crisis, Wealth Management, AI Job Losses, and the Indian Economy. This episode takes you into the practical strategies for surviving global financial shifts and building a personal "War Chest" to protect your family.In this conversation with Sanjay Kathuria, we talk about the Global Oil Crisis, the importance of Emergency Funds, RBI's interest rate policies, and the reality of Inflation. This episode also covers the Rich vs. Poor Mindset, the truth about Gold and Silver investments, the pitfalls of Real Estate, and how to start investing in the Stock Market.This podcast is a valuable resource for anyone interested in Financial Freedom, Personal Growth, Investment Strategies, 2026 Economic Predictions, and building long-term wealth in India.(00:00) – Start of the episode(00:57) – 2026 Global Economy & Oil Crisis Predictions(04:13) – The Biggest Financial Mistake Indians Make(06:12) – Emergency Fund Hacks & Budgeting Secrets(10:40) – Inflation, Diesel Prices & RBI's Money Control(14:38) – High-Interest FDs: Safe Haven for Investors(16:41) – How the Ultra-Rich think during a Market Crash(24:06) – Financial Shields for the Indian Middle Class(26:43) – AI Revolution: Why Job Losses are Inevitable(30:17) – Rich Mindset vs. Poor Mindset Explained(34:22) – The Trap of Luxury Brands & Fake Status(36:34) – Gold vs. Silver: The Ultimate Store of Value(46:12) – Real Estate Secrets: Is Land a Safe Bet?(53:29) – Investing Strategies: India vs. International Markets(1:07:48) – Billionaire Strategies & India's Future Outlook(1:15:57) – Stock Market Investing for Beginners(1:22:25) – Credit Card Traps & Maintaining Your Credit Score(1:26:29) – The Power of Compounding & Passive Income(1:35:24) – Risk Management: Why "Breaks" make you faster(1:40:39) – End of the episode

Are you just a number to your financial advisor—or do they actually know your story? This episode explores how personalized advice can differ from large firm experiences, especially as you approach retirement. Brandon Bowen shares a real client example to highlight how service, communication, fees, and tax considerations can impact financial decisions. The conversation focuses on the value of relationships, simplifying portfolios, and reviewing strategies as needs change over time. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

After an extensive career in the financial industry, Matthew now serves as a key figure at Pathstone, where he leads with a commitment to integrity, strategy, and client-first solutions. In this episode, Matthew shares insights from his journey at Pathstone, diving into the firm's unique approach to wealth management and how they're reshaping the financial landscape. He discusses the lessons he has learned about building trust with clients, leading teams with purpose, and adapting to the ever-evolving financial world. Matthew also reflects on how Pathstone's client-centric model continues to drive long-term success and create lasting impact for families and institutions alike. In this episode, Darius and Matthew will discuss: (00:00) Introduction to Pathstone and Matt Fleissig (02:02) Matt's Journey: From Computer Nerd to Wealth Management (05:55) The Birth of Pathstone: Vision and Early Days (09:57) Understanding Family Offices and Pathstone's Unique Model (14:05) Client Profiles: Ultra High Net Worth and Family Offices (18:01) Innovative Services: Unbundling Wealth Management (21:47) Scaling the Business: Technology and Automation (26:00) Entrepreneurial Growth: Pathstone's Rapid Expansion (30:12) Maintaining Vision: M&A and Future Directions (30:42) Understanding Wealth Management Scale (34:06) The Evolution of Leadership in Growing Firms (35:15) Reinventing Leadership for Growth (38:32) The Role of Private Equity in Growth (40:28) Creating a Culture of Ownership (48:22) Integrating Diverse Talents and Cultures (54:34) Future Trends in Wealth Management Matthew Fleissig is the CEO and co-founder of Pathstone, The Family Office, serving families, family offices, and foundations. He leads the firm's strategic vision and innovation and serves on the Investment Oversight Committee and Executive Leadership Team. Previously, Matt was President of Pathstone and held roles at Harris myCFO and The Ayco Company, advising high-net-worth clients on investments and financial planning. Connect with Matthew: Website: https://www.pathstone.com/ LinkedIn: https://www.linkedin.com/in/fleissig/  Connect with Darius: Website: https://therealdarius.com/ Linkedin: https://www.linkedin.com/in/dariusmirshahzadeh/ Instagram: https://www.instagram.com/imthedarius/ YouTube: https://www.youtube.com/@Thegreatnessmachine  Book: The Core Value Equation https://www.amazon.com/Core-Value-Equation-Framework-Limitless/dp/1544506708 Write a review for The Greatness Machine using this link: https://ratethispodcast.com/spreadinggreatness.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to the 20th episode of the Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. In the latest episode of the Alts Pulse, we were live from iCapital Connect. iCapital Managing Director, Head of Private Asset Research & Model Portfolios, Kunal Shah, and I had a conversation about how to marry an institutional allocator's mindset with the nuances of serving wealth clients.Kunal brings an institutional allocator's mindset to the wealth channel. At iCapital, he's focused on the identification, selection, and due diligence of private equity funds offered on the Flagship Platform. Prior to iCapital, Kunal was a Principal in the private markets group at Meketa Investment Group, a leading global investment consultant serving pension funds, endowments and foundations, and family offices. In that role, Kunal was responsible for leading and managing private equity fund investments. He joined Meketa in 2006 and invested globally, covering buyouts, venture capital, private debt, natural resources, and infrastructure investments. He also developed and led Meketa's secondary funds purchase practice. Kunal has also served on various LP advisory boards. Prior to Meketa, Kunal was an analyst at The Vanguard Group. Kunal and I finally turned all those hallway conversations we had at iCapital's old office of 441 Lexington into a podcast! We had a fascinating discussion about how to evaluate alternative asset managers and what makes a great manager. We covered:How should wealth managers approach private markets?Why it's important to “always be committed” rather than try to time vintages.Are evergreen structures a “game changer” for the wealth channel and a foundational piece for model portfolios?What features does a GP need to run an evergreen fund structure?What does the centralization of the CIO function and OCIO consolidation in the wealth channel mean for GPs?Thanks, Kunal, for sharing your passion, wisdom, and expertise at the intersection of private markets and private wealth, and for a great conversation that tied together how private markets and private wealth are changing as new product structures and product innovation take shape.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Mark Mascarenhas. Purpose of the Interview The interview aims to educate listeners—especially entrepreneurs, small business owners, and aspiring millionaires—on financial planning, wealth management, and risk mitigation strategies. It emphasizes the importance of discipline, clarity, and professional guidance in achieving financial success and sustaining wealth across generations. Key Takeaways Financial Planning is Foundational A written financial plan is the first step before any investment portfolio is built. Success is defined individually—financial, health, or lifestyle goals. Diversification & Risk Management Digital assets like Bitcoin should only make up 2–3% of a portfolio for high-net-worth clients with high risk tolerance. Fear and greed drive markets; advisors help clients maintain discipline. Long-Term Care & Insurance Planning for long-term care is essential, typically starting in your 50s. Term life insurance early locks in health; whole life policies provide stability and living benefits. Tax Strategy Use tax-loss harvesting, asset location strategies, and estate planning to minimize tax burdens. Estate planning focuses on transferring wealth tax-efficiently to future generations. Millionaire Mindset Millionaires are clear, disciplined, optimistic, and collaborative. 74% of millionaires work with financial advisors vs. 34% of the general population. Power of Compounding Compounding interest is the cornerstone of wealth accumulation—requires patience and discipline. Avoid lifestyle creep and impulsive spending, especially for younger millionaires and influencers. Fiduciary Responsibility Advisors act in the client’s best interest; success is mutual. Trust and transparency are critical in client-advisor relationships. Notable Quotes On Risk & Bitcoin:“You could potentially double your money, but you could also potentially lose 70% of it.” On Financial Planning:“Every dollar needs a job description.” On Millionaire Mindset:“Successful people view us as CFOs—they’re the CEOs.” On Compounding:“If you could win 72% of the time, would you play that game? Yes. That’s the stock market.” On Retirement Success:“Living the same or better lifestyle in retirement than you do today while working.” On Fiduciary Role:“We make more money when the client makes more money.” #SHMS #BEST #STRAWSupport the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Mark Mascarenhas. Purpose of the Interview The interview aims to educate listeners—especially entrepreneurs, small business owners, and aspiring millionaires—on financial planning, wealth management, and risk mitigation strategies. It emphasizes the importance of discipline, clarity, and professional guidance in achieving financial success and sustaining wealth across generations. Key Takeaways Financial Planning is Foundational A written financial plan is the first step before any investment portfolio is built. Success is defined individually—financial, health, or lifestyle goals. Diversification & Risk Management Digital assets like Bitcoin should only make up 2–3% of a portfolio for high-net-worth clients with high risk tolerance. Fear and greed drive markets; advisors help clients maintain discipline. Long-Term Care & Insurance Planning for long-term care is essential, typically starting in your 50s. Term life insurance early locks in health; whole life policies provide stability and living benefits. Tax Strategy Use tax-loss harvesting, asset location strategies, and estate planning to minimize tax burdens. Estate planning focuses on transferring wealth tax-efficiently to future generations. Millionaire Mindset Millionaires are clear, disciplined, optimistic, and collaborative. 74% of millionaires work with financial advisors vs. 34% of the general population. Power of Compounding Compounding interest is the cornerstone of wealth accumulation—requires patience and discipline. Avoid lifestyle creep and impulsive spending, especially for younger millionaires and influencers. Fiduciary Responsibility Advisors act in the client’s best interest; success is mutual. Trust and transparency are critical in client-advisor relationships. Notable Quotes On Risk & Bitcoin:“You could potentially double your money, but you could also potentially lose 70% of it.” On Financial Planning:“Every dollar needs a job description.” On Millionaire Mindset:“Successful people view us as CFOs—they’re the CEOs.” On Compounding:“If you could win 72% of the time, would you play that game? Yes. That’s the stock market.” On Retirement Success:“Living the same or better lifestyle in retirement than you do today while working.” On Fiduciary Role:“We make more money when the client makes more money.” #SHMS #BEST #STRAWSee omnystudio.com/listener for privacy information.

Paul Merriman — nationally recognized authority on index investing and one of the most trusted voices in evidence-based investing — joins Steve Chen to share what nearly six decades in financial services taught him about how the industry really works. Paul opens up about why he walked away from Wall Street in his 20s, how he accidentally built a $1.6 billion advisory firm, and why he gave it all up to focus on financial education. He breaks down the simple investing framework he's spent his career refining, makes the case for going beyond the S&P 500, and explains why the most powerful portfolio move most investors never make might also be the simplest.