Podcasts about Wealth management

Liz Wheeler joins Stigall to discuss her important new book on the history of public school, and the Marxist evolution that's coming for our school aged kids. Her new book available now "Hide Your Children: Exposing the Marxists Behind the Attack on America's Kids." Then, another great conversation with the unapologetic truth bomb-thrower at Brietbart - John Nolte has the most fascinating concept for a new novel we've heard in a while. Listen to his concept for the new novel "Borrowed Time," then he and Stigall have a sort of philosophical discussion about the future of the country. -For more info visit the official website: https://chrisstigall.comInstagram: https://www.instagram.com/chrisstigallshow/Twitter: https://twitter.com/ChrisStigallFacebook: https://www.facebook.com/chris.stigall/Listen on Spotify: https://tinyurl.com/StigallPodListen on Apple Podcasts: https://bit.ly/StigallShowSee omnystudio.com/listener for privacy information.

How much would you pay for advice? Oddly enough, many people will spend large sums of money on people and things, hoping to improve their lives but will focus less on financial advice. Today, Brad breaks down the 3 components of wealth management and discusses how our own biases can hold us back when it comes to return on investments. Listen now.  Show Highlights Include: An Open Heart. (1:59)  Where The Rubber Meets The Road. (4:53)  Quantifiable & Unquantifiable. (6:49)  Wealth Management Has 3 Legs. (12:44)  Guidance When It is Needed Most. (19:06) To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-410-5454 or text the word ‘TRACK' and we'll reach out to you. SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show

Every advisor remembers sitting in a meeting with a couple where one person is engaged and the other hasn't said a word. Or the meeting with the couple whose goals aren't aligned. While working with couples certainly has its challenges, it's also an opportunity for advisors to help couples align and thrive financially. But, doing so requires knowing the skills you need to navigate the dynamics of working with couples and money. Fortunately, Ashley Quamme specializes in this area and is going to crack the code to get both partners engaged and on the same page so they can thrive together financially. Things you'll learn: Her favorite question to help couples get "unstuck" How to use "Relationship Maps" when working with couples How to set the expectations for both partners to talk and engage The 3 factors that contribute to couples not on the same page with their goals Questions to ask couples to assess their financial relationship (without being intrusive) The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals. *For more resources discussed in this episode -> Go Here. *For more resources and insights on mastering the human side of advice, go to www.wiredplanning.com. *Follow Brendan for insights on mastering the human side of advice: Twitter LinkedIn

This week, Sanger shares the 5 Key Decisions everyone must make to achieve significance in life and business. As a private wealth advisor and the founder of a wealth management firm, Sanger has spent his career helping people transform their wealth to significance. And over the years, he has developed a proprietary approach we call the Decision Lab process. We designed this process to help clients build the right financial plan, one that is customized and truly transforms their wealth to significance. The fundamental principle of this process is to take clients through the “5 Key Decisions,” each of which will create opportunities for other decisions that all help clients make the most of their wealth. Foundationally, the five most important decisions one can make in life and business are: 1. Decide who you are.2. Decide where you are.3. Decide where you are going.4. Decide how to get there.5. Decide who matters. Grab your copy of A Life Rich with Significance: Transforming Your Wealth to Meaningful Impact, an Amazon #1 Best Seller!CONNECT WITH USwww.decidedlypodcast.com Join us on Instagram: @decidedlypodcast Join us on FacebookShawn's Instagram: @shawn_d_smith Sanger's Instagram: @sangersmith MAKING A FINANCIAL DECISION?At Decidedly Wealth Management, we focus on decision-making as the foundational element of success, in our effort to empower families to purposefully apply their wealth to fulfill their values and build a thriving legacy. LEARN MOREwww.decidedlywealth.comSUBSCRIBE TO OUR WEEKLY DECISION-MAKING TIP EMAIL Join us every Wednesday for more strategies to defeat bad decision-making in your life and business.

In this BetterWealth Podcast, Caleb interviews Garrett Gunderson about his brand new book, Money Unmasked, a book that teaches the reader how to Unlearn, Unlock, and Take Back Control of their Finances and Life.Garrett Gunderson is the author of nine books, including multiple Wall Street Journal best-sellers, with Killing Sacred Cows hitting number 1 and making the New York Times Best Sellers list. His book, What Would the Rockefeller's Do? has been consistently among the top 5 titles in Amazon's Wealth Management category since its publication.Money Unmasked Book - https://moneyunmasked.com/ Money Persona Quiz - https://go2.bucketquizzes.com/sf/6b86f063Email BetterWealth: https://bttr.ly/info WEBSITE: https://betterwealth.com______________________________________________ DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.Affiliate Disclosure: Some of the links on this channel and in video descriptions are affiliate links. At no additional cost to you, we receive a commission if a purchase is made after clicking the link.

Social Security is a vital part of retirement planning for many Americans. But with so many different filing strategies available, it can be tough to know which one is right for you. In this episode, Brandon shares insight on how to find what Social Security filing strategy may work for your individual needs.   Brandon discusses the different factors to consider when choosing a filing strategy, such as your age, health, income, and retirement goals.  He also explains how to avoid some of the common pitfalls of Social Security planning. Before you file for Social Security, connect with Brandon and his team at BowenWealth.com, to begin the conversation about your filing options and building a retirement income plan customized to your goals. #SocialSecurity #SocialSecurityFilingStrategies #SocialSecurityBenefits #IncomePlan #RetirementSavings #RetirementIncome #RetirementPlanning #FinancialFuture #WealthManagement #FinancePodcast #FinancialLiteracy #wealth #fyp #podcast #SouthCarolina #Charleston #BrandonBowen #BowenWealth #CharlestonsRetirementCoach #RetirementGameplan #FinancialAdvisor

How much would you pay for advice? Oddly enough, many people will spend large sums of money on people and things, hoping to improve their lives but will focus less on financial advice. Today, Brad breaks down the 3 components of wealth management and discusses how our own biases can hold us back when it comes to return on investments. Listen now.  Show Highlights Include: An Open Heart. (1:53)  Where The Rubber Meets The Road. (4:45)  Quantifiable & Unquantifiable. (6:42)  Wealth Management Has 3 Legs. (12:31)  Guidance When It is Needed Most. (18:51) To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-410-5454.

Lisa Crosta, financial expert and Director of Wealth Management of BPP Wealth Solutions, joins Wendy Valentine on her podcast to share how she helps clients achieve their dreams through strategic money management. Wendy shares her inspiring story of overcoming debt and divorce to travel the country in an RV. They discuss how gaining control of your finances frees you from money controlling you. Lisa enjoys guiding her clients through the confusion of complex financial jargon, bringing clarity to the financial realm of her clients' lives. Stay tuned to the end when Lisa offers listeners a free financial consultation to help make their dreams reality.   Enjoy!  

Welcome to the Making Margin podcast! Greenway's team is here to discuss common financial mistakes and to help you navigate them. Meet the voices behind this episode of Making Margin:NickNatalie JeffAllieSince its inception, the 529 has been a popular education savings vehicle. Over the years, it has received a few enhancements, but none better than the most recent one thanks to the Secure Act 2.0. We'll talk about the 529, the changes, and how it might fit into a financial plan.In 1996, U.S. Senator Bob Graham of Florida, where a prepaid plan was well established, and U.S. Senator Mitch McConnell of Kentucky, which had a savings trust, led a bipartisan effort to provide federal tax relief for all plans, resulting in the creation of Section 529 of the Internal Revenue Code (IRC).QuestionsWhat have been the changes to 529 plans, previously and in 2023?How should a plan most appropriately be utilized? Who does it make sense for?Resources:https://www.collegesavings.org/history-of-529-plans#:~:text=In%201996%2C%20U.S.%20Senator%20Bob,Internal%20Revenue%20Code%20(IRC).https://finaid.org/savings/state529deductions/

We often get asked what the difference is between retirement planning and business owner planning when it comes to personal finance. The answer is focus. For most non-business owners the focus of financial planning is retiring successfully while hitting the major financial milestones of life between today and the day you retire. For business owners, the focus is on meeting all the needs, wants, and goals of the family while also nurturing and growing the business. In today's episode of the Entrepreneur Aligned Podcast, I dive into some of the key differences in personal planning based on where the focus is.   -----   ABOUT JARROD   Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of Destiny Capital in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of Entrepreneur Aligned in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn't working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race.   WANT TO LEARN MORE?   Subscribe to our Entrepreneur Aligned Podcast for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned.   Wealth Digest - weekly articles delivered to your inbox! Subscribe to our YouTube channel Connect on LinkedIn Follow on Twitter Follow on Instagram Check out our Linktree   REACH OUT TO US!   If you have a question or simply want to talk through your financial planning, we are here to help.   SEND US A MESSAGE or call 720-715-7570   DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.

In this Paisa Vaisa episode, Anupam hosts Misbah Baxamusa, CEO of NJ Wealth, a leading Financial Products Distributors Network. They discuss NJ Wealth's journey to becoming India's one of the largest Mutual Fund networks, expanding MF access to retail investors, challenges faced, and insights into Mutual Fund dynamics. The conversation also touches on NJ Wealth's IFA recruitment strategies, diversification into various financial instruments, the evolving role of Mutual Fund advisors, common retail investor mistakes and the evolving advisor-investor relationship.Connect with Misbah Baxamusa on LinkedInGet in touch with our host Anupam Gupta on social media:Twitter: ( https://twitter.com/b50 )Instagram: ( https://www.instagram.com/b_50/ )Linkedin: (https://www.linkedin.com/in/anupam9gupta/ ) You can listen to this show and other awesome shows on the IVM Podcasts website at https://www.ivmpodcasts.com/See omnystudio.com/listener for privacy information.

Today Pastor Stan interviews Terry Sacka. He is an accredited asset metals specialist and have helped thousands of people get their hands on precious metals. Terry will share with us today how the digital banking system is taking away your money, and worse of all, not just your money but your freedom right now as well!

Today Pastor Stan interviews Terry Sacka. He is an accredited asset metals specialist and have helped thousands of people get their hands on precious metals. Terry will share with us today how the digital banking system is taking away your money, and worse of all, not just your money but your freedom right now as well!

When it comes to preparing for retirement and and keeping your money safe, there's no one better than Bill Geiger. He joins Steve and Jane to talk about what you need to know about securing your retirement and some of the mistakes people make along the way. Make the call today, contact Bill Geiger at 800-681-249 or visit geigerwealth.com.See omnystudio.com/listener for privacy information.

Patti welcomes Tate's Bake Shop Founder Kathleen King into the studio to hear her incredible story of building her business from a small farmstand to the multi-million-dollar company it is today.  Kathleen started her cookie-making business at 11 years old with pure resilience and grit.  She is brutally honest when discussing the mistakes that led to her losing her business, only to pick herself back up to rebuild.  The lessons learned from Kathleen's experience were the key to her success.  Anyone thinking of following a dream to open their own business will certainly find inspiration in this episode!  

Cobin Soelberg, founder of Greeley Wealth Management and a Board Certified Anesthesiologist practicing in Oregon. He started financial advising practice for physicians to allow them the freedom to practice medicine when and how they want, just as he learned to do for himself. Now, Cobin and his wife have paid off $500K in student loan debt in 5 years and increased their net worth to where both of them could work part-time and not have to save anything else for retirement.  In this episode, you will discover… Corbin's financial lessons throughout his career. The path that led him to medical school to being Financial Advisor Deep dive in the field of Anesthesiology Scarcity mentality Positive and negative aspects of financial planning. Fees charged by financial advisors Resources Mentioned in this Podcast: Contact Dave for a free 30mins strategy session: ‪(612) 284-2409 Connect with Cobin Soelberg: Website: https://www.greeleywealth.com/ For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com ----more--------more--------more---- Investment advice is only offered in jurisdictions where Centurion Financial Strategies, LLC (“Centurion”) is appropriately registered or exempt from registration. Our Form ADV Part 2 brochure can be obtained free of charge at https://adviserinfo.sec.gov by searching for our firm by name or its unique CRD number (316454). This podcast is not a solicitation to provide advisory services in any jurisdiction in which we are not appropriately registered or excluded from registration. The information, statements, and opinions contained in this podcast have been obtained from or are based upon information obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any such information. This podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions expressed by any guest are their own opinions and do not necessarily reflect the firm's views. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss. Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract.

In this episode, Julia chats with Jessica Tomac, a passionate financial advisor. Her backstory includes firing five financial advisors, leading her to take things into her hands, and becoming the exact advisor she needed. Her success story represents her impeccable determination and fierce streak of independence that now serves as an enormous source of inspiration for various working mothers.  A proud mother of two, Jessica understands the everyday challenges working mothers face, which drives her effort to keep financial strategies straightforward and effective. In this episode, you will be able to: Unveil the niche world of financial strategies that cater to the unique challenges faced by working mothers Learn the secret to maintaining an equilibrium between a buzzing business and bustling family life Acknowledge the importance of strategic savings and the gains of having a reliable financial companion   To connect with Julia, you can go to her LinkedIn page: www.linkedin.com/in/juliamhickman or IG www.instagram.com/juliamhickman. You can visit her website at www.juliamhickman.com You can join Julia's free FB group for self care & fitness tips: www.facebook.com/groups/fitfemmes101  To connect with Jessica, you can visit her website edwardjones.com/jessica-tomac or follow her on: LinkedIn: https://www.linkedin.com/in/jessica-tomac-cfp%C2%AE-chfc%C2%AE-aams%C2%AE-4742164   Facebook: https://www.facebook.com/554258091692793

On today's episode of Bridging The Gap, our host Matt Reiner dives into the world of video and its significance in our industry. Matt explores the benefits of becoming a “movie star” in the financial advisory industry, and how producing your own videos can enhance your role as an advisor.Matt shares some insights on using video on platforms like LinkedIn and YouTube, as well as within emails. He shares examples of the powerful impact these videos have on building connections with clients. Matt then examines how video allows advisors to showcase their passion, emotions, and ultimately deepen relationships with clients. Matt also talks through the evolving opportunities utilizing video presents and its potential to revolutionize wealth management in the face of shifting generational wealth.More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn

For many people, tackling your finances, making plans to pay off debt and save for retirement can feel downright punitive, like we should be punished for the choices we've made with our money. My guest today, Jeff Kikel, is the founder of the Freedom Day lifestyle, created to help people pay off debt and create financial freedom to do the things on their bucket lists. Join us as we discuss the power of leveraging your time and money, living a life with intention, and our journeys from corporate to entrepreneurship. Guest Resourceshttps://www.jeffkikel.comhttps://freedomnationpodcast.com/ https://www.instagram.com/jeffkikelhttps://www.linkedin.com/in/jeffkikelhttps://twitter.com/JeffKikelBE IN CHARGE >> TAKE ACTION >> GET RESULTSConquer Your BusinessJoin us on FacebookLinkedInInstagram

Maryam Rusch, former wholesaler now co-founder of Cycle Framework Insights, joins the show:Her best value-add resource as an advisorWhy she decided to Co-Found Cycle FrameworkWhy outsourcing your economist makes sense4 Key Cycles of their Economic FrameworkLearn More and Subscribe TodayDisclaimer:The information provided through this recording are provided solely for informational, educational, or entertainment purposes. Cycle Framework Insights is not endorsed by or affiliated with FINRA. The views expressed today, are not intended to provide legal, tax, investment, or insurance advice. Additionally, the insights, views, and other information provided today do not guarantee future performance of investments. Nothing stated should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security or other financial decision.

The financial landscape is changing, and traditional market wisdom may not hold true anymore. In this episode, Brandon dives into the disconnect between the stock market and the economy and the importance of caution in your investment approach.   Brandon also shares the reasons he believes you may want to give annuities a second look. Annuities are often misunderstood but have evolved and now offer many compelling benefits for retirees, especially in today's economic climate.   Brandon breaks down the advantages of annuities compared to traditional low-yield bond funds, how they could provide principal protection with reliable growth (even in uncertain times), and their role in building a diversified retirement portfolio. If you're ready to build an income plan for your retirement, connect with Brandon and his team at BowenWealth.com, to begin the conversation today. #IncomePlan #RetirementSavings #RetirementIncome #InvestmentStrategies #Annuities #FinancialEducation #RetirementPlanning #FinancialFuture #MarketTrends #PrincipalProtection #PortfolioDiversification #FinancialAdvisor #WealthManagement #FinancePodcast #FinancialLiteracy #RiskManagement #PortfolioXray #DiversifiedPortfolio #wealth #fyp #podcast #SouthCarolina #Charleston #BrandonBowen #BowenWealth #CharlestonsRetirementCoach #RetirementGameplan

Ten years ago, 60 Minutes interviewed financial planner Brooks Hamilton who raised concerns about the quality of mutual funds in 401(k) plans. Recently the clip has seen new life online with many asking, “Have things improved since then?”   In this episode, Frank and Frankie break down some key changes in 401(k) plans, including the rise of Roth 401(k) options and their potential benefits for tax-free retirement income. They emphasize the significance of employer matches and discuss strategies for minimizing taxes on your retirement savings.   Learn about the advantages of in-service distributions once you reach age 59½ and how doing them might expand your investment options. Learn about the pitfalls of certain target retirement funds and explore alternatives for a balanced portfolio.   If you're looking to boost your retirement savings, minimize taxes, and secure your financial future, visit A Better Way Financial.com to start the conversation about your retirement plan today.   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.”   #ABetterWayFinancial #RetirementSavings #FinancialPlanning #BabyBoomers #Retirement #RiskTolerance #PortfolioDiversification #60Minutes #401k #401kPlans #RetirementPlanning #Roth401k #TaxStrategies #MutualFunds #TargetRetirementFunds #InServiceDistributions #RetirementIncome #PortfolioOptimization #MarketDownturns #FinancialFuture #retirement #financialplanner #financialliteracy #wealth #fyp #podcast #Allentown #Pennsylvania

How do you know when you need to make a change with your CPA? If you are seeing any of these four signs, it may be time to start seeking out a new team:   1) You have asked for tax projections but don't get them. 2) You have asked for guidance around the timing of a use of capital but your CPA doesn't want to offer a recommendation. 3) You feel like your CPA knows less about taxes for your business than you do. 4) You have found errors with prior year business returns prepared by your CPA.   In today's episode of the Entrepreneur Aligned Podcast, we'll dive into each of these warning signs and discuss why they are important to pay attention to.   -----   ABOUT JARROD   Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of Destiny Capital in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of Entrepreneur Aligned in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn't working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race.   WANT TO LEARN MORE?   Subscribe to our Entrepreneur Aligned Podcast for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned.   Wealth Digest - weekly articles delivered to your inbox! Subscribe to our YouTube channel Connect on LinkedIn Follow on Twitter Follow on Instagram Check out our Linktree   REACH OUT TO US!   If you have a question or simply want to talk through your financial planning, we are here to help.   SEND US A MESSAGE or call 720-715-7570   DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.

Kristin is an industry leader in financial services.   In her relatively short 12 year career, she has won numerous awards and is regularly asked to give presentations to a national audience.   She also happens to be Joe's business partner at Moxie Wealth Management.  Kristin shares what it was like growing up with modest means.   She also explains how she found a way to finance her own college and developed a passion for helping others learn about money.   We talk about a trip to Europe that she found inspiring, the interesing way she figured out where she wanted to live after college, and what its like to be a strong woman in a male dominated profession.  

I was fortunate to attend FutureProof last week, the world's biggest Wealth Management and Financial Advice conference, attended by c3,000 Financial Advisors. It was held in L.A, California and so was attended mostly by US and Canadian advisors and institutions. And given US/Canada are probably 15 years ahead of us in progressive advice in clients' interests, it is a great place to get ideas and inspiration as to how best serve clients here in Ireland. This week, you benefit from some of that inspiration; where I share the top 5 trends that I observed from being immersed in FutureProof for 3 days

Investing is simple but not easy. To that end, what are the impacts if you do a poor job managing your investments? Several studies from Vanguard and Morningstar have attempted to quantify how behavioral coaching can impact your savings. The numbers settle around 1.5-2%/yr. That may not sound like much, but could equate to millions of difference over 30+ years of savings.  On this episode, we continue to explore the benefits of the wealth management relationship. If you haven't listened to the first part you can find it here.  Resources & People Mentioned Episode 198 - The Benefits of a Wealth Management Relationship – Part 1 Episode 177 - 10 Investing Principles: The Fundamentals That Guide Your Investing Decisions Episode 164 - Your Game Plan for Volatile Markets Episode 118 - Do You Ask These Questions When Selecting Investments? Episode 165 - Why You Need a Professionally Prepared Estate Plan Episode 176 - Estate Planning Tales from the Crypt Episode 194 - How to Optimize Your Estate Plan with Adam Tarsitano *****

Raymond is a seasoned independent financial advisor with over 20 years of comprehensive experience and cross-cultural background. He provides customized financial solutions to help high-net-worth clients. During the 2008 financial crisis, his clients had no exposure to subprime products.Raymond is the award winner of Advisor / Council by Fidelity & Municipal Bonds Council by Eaton Vance Group.Raymond used to work for Morgan Stanley and Merrill Lynch. He has won various awards, such as Best Career 2008 & 2010.Raymond loves his community and served two terms as a director on a volunteer basis through elections for the Gwynedale Residents Association.After coming to the USA, Raymond attended the Financial professional program at Wharton Business School, and he is one of the top students in the class. Raymond graduated from a top business school: the University of International Business & Economics in Beijing, China, he was a dean's list honor winner.Currently, Raymond holds investment licenses series 6, 7, 31, 63 & 65 and various life insurance licenses and real estate agent licenses in PA & NY.Raymond speaks: English & Mandarin.Raymond's hobbies after work: are walking, Swimming, Golf, Music and reading.Learn more:http://www.gwmgwm.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-raymond-zong-financial-advisor-founder-of-global-wealth-management

Raymond is a seasoned independent financial advisor with over 20 years of comprehensive experience and cross-cultural background. He provides customized financial solutions to help high-net-worth clients. During the 2008 financial crisis, his clients had no exposure to subprime products.Raymond is the award winner of Advisor / Council by Fidelity & Municipal Bonds Council by Eaton Vance Group.Raymond used to work for Morgan Stanley and Merrill Lynch. He has won various awards, such as Best Career 2008 & 2010.Raymond loves his community and served two terms as a director on a volunteer basis through elections for the Gwynedale Residents Association.After coming to the USA, Raymond attended the Financial professional program at Wharton Business School, and he is one of the top students in the class. Raymond graduated from a top business school: the University of International Business & Economics in Beijing, China, he was a dean's list honor winner.Currently, Raymond holds investment licenses series 6, 7, 31, 63 & 65 and various life insurance licenses and real estate agent licenses in PA & NY.Raymond speaks: English & Mandarin.Raymond's hobbies after work: are walking, Swimming, Golf, Music and reading.Learn more:http://www.gwmgwm.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-raymond-zong-financial-advisor-founder-of-global-wealth-management

The concept of “making it” or crossing the finish line in your Wealth journey is like the tooth fairy. It would be awesome if it existed, but it doesn't.Preserving your wealth is a full-time job, and if done well, it's a job that will be carried out past your lifetime.  Working with a financial “Quarterback” helps your wealth grow and protects you from the unnecessary and avoidable risks that can erode your wealth.Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (

Today, I'll be sharing with you the Roth IRA 5-Year Rules. Yes, there's 2 of them. One for contributions and one for conversions. As you approach retirement you need to make sure you are not running afoul of these rules or else your earnings could be taxable along with a 10% penalty. That completely washes out the benefits of doing a Roth IRA in the first place! Making this episode made me realize how confusing this part of Roth's can be. Now at least you'll know to watch out!   Read more: https://birchwoodcapital.com   Sources: Two 5-Year Rules for Roth IRAs

In this episode of "New Focus on Wealth," host Chad Burton provides a market update, discussing the resilient economy despite inverted yield curves and higher interest rates. He also touches on the topic of inflation, with the CPI coming in slightly higher than expected. The episode concludes with a discussion on the rise in energy prices, particularly oil prices reaching a new year-to-date high. Timestamp: [00:01:05] Inflation and interest rates. [00:06:56] REITs and their performance. [00:08:25] Real estate investment and office buildings. [00:12:26] ETFs and Index Funds [00:15:18] Weird math. [00:21:07] Where active management pays off. [00:24:06] Investing beyond index funds. [00:29:49] Asset location and tax efficiency. [00:32:08] Pay attention to your diet. [00:36:06] Probiotics for ADHD and depression. Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

In the Financial Services Business for almost 40 years, Fred has spent his career in Banking, Insurance, Investments, Financial Planning, and Wealth Management. While most institutions look at these disciplines as competing, Fred has a deep understanding they all need to work together in his client's financial lives.To have the independence needed, and the resources clients demand, he has aligned himself with CAVU Financial. What brought him to the team is their mission. Managing Partner, Blake Rawson, states the mission consists of “partnering with clients to create and deliver the best, objective, independent recommendations for their financial success”. This allows Fred to focus his talents and experience on providing holistic advice, within a “concierge-sized” practice.Throughout his career, Fred has developed a style that puts the client first. He listens to their concerns, goals, and hopes, as he attempts to understand where they are today and where they want to be tomorrow. This empathetic approach has allowed him to develop deep bonds with his clients and their families. Advice is then driven by a planning and service model that identifies issues, aligns recommendations, and delivers strategies tailored to each of his clients.They have often remarked that if anything happens to them, or if they need anything, Fred is the first person they or their spouse will call!In addition to his experience, Fred has a Bachelor of Science in Business Administration, Finance, and an MBA, both from the University of Akron.Over the years, Fred has taught University level courses at the University of Akron, was a speaker at many local organizations and radio on the topics of investments, the economy, and planning, and was the featured speaker at a large financial services firm on the topic of financial planning for individuals.Because of his loyal clients, Fred's practice has grown over the years due to their enthusiastic introductions to friends, family, and associates.Fred is past Chair of The University of Akron, College of Business, Department of Finance, Advisory Board. He has also been involved with several charitable organizations such as the YMCA, Boy Scouts, Rotary, Hudson High School Music Association, and others.A lifetime resident of Summit County, Ohio, Fred and his wife, Arlene, live in Hudson, Ohio with their daughter, Allison. He enjoys his family, reading, and traveling.Learn More:https://www.cavufinancial.com Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners, LTD and CAVU Financial LLC are separate entities from LPL Financial.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-fred-cook-partner-wealth-advisor-w-cavu-financial-discussing-portfolio-preservation

In the Financial Services Business for almost 40 years, Fred has spent his career in Banking, Insurance, Investments, Financial Planning, and Wealth Management. While most institutions look at these disciplines as competing, Fred has a deep understanding they all need to work together in his client's financial lives.To have the independence needed, and the resources clients demand, he has aligned himself with CAVU Financial. What brought him to the team is their mission. Managing Partner, Blake Rawson, states the mission consists of “partnering with clients to create and deliver the best, objective, independent recommendations for their financial success”. This allows Fred to focus his talents and experience on providing holistic advice, within a “concierge-sized” practice.Throughout his career, Fred has developed a style that puts the client first. He listens to their concerns, goals, and hopes, as he attempts to understand where they are today and where they want to be tomorrow. This empathetic approach has allowed him to develop deep bonds with his clients and their families. Advice is then driven by a planning and service model that identifies issues, aligns recommendations, and delivers strategies tailored to each of his clients.They have often remarked that if anything happens to them, or if they need anything, Fred is the first person they or their spouse will call!In addition to his experience, Fred has a Bachelor of Science in Business Administration, Finance, and an MBA, both from the University of Akron.Over the years, Fred has taught University level courses at the University of Akron, was a speaker at many local organizations and radio on the topics of investments, the economy, and planning, and was the featured speaker at a large financial services firm on the topic of financial planning for individuals.Because of his loyal clients, Fred's practice has grown over the years due to their enthusiastic introductions to friends, family, and associates.Fred is past Chair of The University of Akron, College of Business, Department of Finance, Advisory Board. He has also been involved with several charitable organizations such as the YMCA, Boy Scouts, Rotary, Hudson High School Music Association, and others.A lifetime resident of Summit County, Ohio, Fred and his wife, Arlene, live in Hudson, Ohio with their daughter, Allison. He enjoys his family, reading, and traveling.Learn More:https://www.cavufinancial.com Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners, LTD and CAVU Financial LLC are separate entities from LPL Financial.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-fred-cook-partner-wealth-advisor-w-cavu-financial-discussing-portfolio-preservation

It is very common for first-generation, self-made, affluent people to shield their children from hardships. But that safety net can become a hammock of complacency…and entitlement! In this episode, Duncan MacPherson joins Jeff Savlov, family business and wealth consultant, and the founder of Blum & Savlov, LLP. They discuss how to address family dynamics in … Continue reading Balancing Riches and Relationships: Family-Centric Wealth Management with Jeff Savlov (Ep. 46) →

If you want to convert more prospects into life-long clients... You need to know the answer to two questions: 1) Why do people hire a financial advisor? 2) Why do people fire their financial advisor? They just might be the two most important questions for any advisory business. Fortunately, Samantha Lamas and Danielle Labotka did the research to get the answer to those two questions. And, what they learned will forever transform the way advisors approach client acquisition and client retention. Things you'll learn: How to create digital content that makes an emotional connection The connection between listening skills and higher client retention The most commonly cited reasons for both hiring and firing an advisor The most commonly listed emotional reasons driving hiring and firing decisions The “Value Prop Makeover”: 3 steps to effectively communicate your emotional value   The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals. *For more resources discussed in this episode -> Go Here. *For more resources and insights on mastering the human side of advice, go to www.wiredplanning.com. *Follow Brendan for insights on mastering the human side of advice: Twitter LinkedIn

Baby boomers have an enduring love affair with the stock market. While the allure of double-digit returns is undeniable, is it wise to remain heavily invested in stocks as retirement approaches?   On this episode of A Better Way Financial, financial advisors and father-son team Frank and Frankie Guida discuss the importance of finding a balance between market exposure and financial security in your retirement plan. They break down some of the risks of maintaining a stock-heavy portfolio in retirement and share strategies for transitioning to a more diversified approach to help increase safety.   Ready to learn ways to reduce your risk in retirement? Connect with the team at A Better Way Financial.com.   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.”   #StockAddiction #BabyBoomerStocks #RetirementPortfolio #StockMarketRisks #DiversifiedPortfolio #RetirementPlanningStrategies #MinimizingTaxes #MarketExposure #ABetterWayFinancial #RetirementSavings #OptimizingRetirement #FinancialInsights #FinancialPlanning #StockMarketInvestment #FinancialStrategies #BabyBoomers #Stocks #Retirement #RiskTolerance #PortfolioDiversification #TaxPlanning #WallStreetJournal

Today Erik explains what family offices are and what are their basic structure. We talk about the minimum costs of starting a family office in Miami. Erik also explains how Klosters Capital helps families manage their wealth by providing family office services. Erik has extensive experience in the international financial sector, prior to joining Klosters Capital in 2019. Since 1997 he has provided independent financial advice to high net worth families in Latin America, the United States and Europe, holding management positions in various international financial institutions dedicated to Wealth Management in the United States and Europe, such as Santander and Bank of America, among others. Erik has a degree in Economics from the Andrés Bello Catholic University in Caracas and has a FINRA  Series 65 license.Guest LinksErik Halvorssen klosters-capital.com

Finance and wealth management are rapidly evolving fields, and embracing artificial intelligence (AI) isn't just a choice. It's a transformative journey that promises to redefine how professionals conduct business. This technological leap isn't designed to replace human expertise but to elevate it, guiding individuals toward optimal capacities. In this episode, Jack talks with Jud Mackrill, Co-Founder at Milemarker and General Partner at Mammoth. Jud has spent his career making technology and data more useful and accessible to financial advisors, their clients, and the firms they work with. He is well versed in helping companies dramatically increase value with his portfolio of experience as a founder, chief marketing officer, or consultant accompanying business exits or recapitalizations of over $1.9 billion.  Passionate about modernizing independent wealth management and helping make private investing more accessible and transparent, Jud talks to Jack about artificial intelligence (AI) in wealth management. He emphasizes the importance of embracing AI and incorporating it into our personal and professional lives. Jud also discusses the role of AI in data analysis and how it can automate processes, allowing financial advisors to focus on delivering personalized advice to their clients. Key Takeaways [01:22] - Jud's role at Milemarker and Mammoth and how he helps advisors and clients achieve better financial results. [03:50] - The influence of AI on the financial advisory industry. [05:23] - How AI impacts businesses in the future. [09:01] - Jud's thoughts on how large companies can implement AI. [13:30] - Why using AI benefits both advisor and client. [15:48] - How AI can help advisors make more informed decisions for clients. [18:54] - Jud's three key takeaways. [21:46] - What Jud loves doing outside of work. Quotes [04:06] - "AI is the next way to work. We could put it on a platform or pedestal, and it's the next best thing ever. To some degree, it will redefine how work happens." ~ Jud Mackrill [10:03] - "A lot of things are going to get automated. Not to replace jobs but to help people get to that continually highest and best use." ~ Jud Mackrill [19:08] - "You need to make AI a part of your personal life and then a part of your work life. It will enhance your curiosity and understanding and ultimately transform your client and advisor experience." ~ Jud Mackrill Links  Jud Mackrill on LinkedIn Jud Mackrill on Twitter Carson Partners Technology Milemarker Mammoth Steve Zuschin Kyle Van Pelt Morgan Stanley Ameriprise Financial William Blair Convene Capital AssetMark Hightower Advisors Len Reinhart Jim Seuffert Fidelity Investments  SignatureFD Tim Maurer Connect with our host LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

In this episode of Charleston's Retirement Coach, we dive into the intriguing story of Nike's gamble with the Air Jordan line and how it paid off big time.   But when it comes to your financial future, should you rely on gut feelings?  For Brandon Bowen, the answer is a resounding no. Brandon discusses how meticulous planning, a well-crafted income plan, smart investment strategies, and tax planning can help safeguard your retirement years. He also shares a heartfelt story about unexpected life events and the importance of having a solid financial plan in place to endure these kinds of rough waters. Gain insight on ways to help secure your financial future and connect with Brandon and his team at BowenWealth.com. #FinancialPlanning #RetirementPlanning #NikeAirJordan #FinancialFuture #InvestmentStrategies #IncomePlan #TaxPlanning #WealthManagement #BowenWealth #RetirementReadiness #RealLifePlanning #FinancePodcast #FinancialLiteracy #Retirement #FinancialStability #MoneyManagement #PlanForTheFuture #FinancialAdvisor #RetirementSavings #FinancialStrategy #SmartInvesting #FinancialSuccess #WealthPreservation #RetirementIncome #Nike #AirJordan #RiskManagement #FinancialEmpowerment #BrandonBowen #CharlestonsRetirementCoach #RetirementGameplan #FinancialPlanner #wealth #fyp #podcast #SouthCarolina #Charleston

Description: Join Nicholas Bayerle in this enlightening interview with Justin Donald, a renowned lifestyle investor, as they dive deep into strategies for unlocking wealth and creating passive income streams. Justin shares valuable insights, tips, and stories from his own journey, offering guidance for anyone looking to achieve financial freedom and live life on their terms. Learn about smart investing, wealth-building principles, and the importance of giving back. Don't miss this inspiring conversation! Timestamps: 00:00:00-00:04:14 - Introduction and Discussion on Investment Strategy 00:04:15-00:12:39 - The Importance of Lifestyle Investing and Shifting from Active to Passive Income  00:12:40-00:22:08 - Real Estate Investment Insights and The Power of Cash Flow 00:22:09-00:34:10 - Criteria for Identifying Good Investments and Risk Mitigation in Investments  00:34:11-00:45:14 - Balancing Risk and Return and Evaluating Investment Opportunities 00:45:15-00:54:29 - The Role of Networking in Investing and The Value of Education and Masterminds 00:54:30-01:05:09 - Navigating Market Trends and Timing and The Impact of Inflation on Investments 01:05:10-01:13:17 - Tax-Efficient Investing Strategies and Investing During Economic Crises 01:13:18-01:17:58 - Short-Term Rental Trends and Building Wealth Gradually 01:17:59-00:21:54 - Support for Charitable Causes and Resources for Deeper Learning 01:21:54-01:22:06 - Conclusion Tags: Justin Donald, Passive Income Strategies, Wealth Building, Financial Freedom, Lifestyle Investor, Smart Investing, Wealth Management, Financial Tips, Money Management, Achieving Financial Goals, Inspirational Interviews, Personal Finance, Giving Back, Financial Independence, Investment Insights, Podcast Interview Takeaways: Passive Income is Powerful: Passive income streams, such as investments, offer financial freedom and security. They allow individuals to live life on their terms, unburdened by traditional employment. Holistic Lifestyle Investing: Lifestyle investing involves creating a portfolio that aligns with your life goals and values. It's not just about financial returns but also about achieving personal fulfillment and making a positive impact. Education and Mentorship Matter: Learning from experts and mentors with a proven track record is crucial in making informed investment decisions. Seek knowledge and guidance to navigate the world of investing effectively. Diversification Reduces Risk: Spreading investments across different asset classes minimizes risk. Diversification helps protect your wealth and ensures that a single setback doesn't jeopardize your financial security. Impactful Giving: Being generous and giving back to the community can be a powerful aspect of wealth building. Combining financial success with meaningful contributions can lead to a more fulfilling and purpose-driven life. Resources: Connect with Justin in Facebook: https://www.facebook.com/lifestyleinvestorlive/ Connect with Justin in Instagram: https://www.instagram.com/justindonald/ Connect with Justin in Twitter: https://twitter.com/jwdonald1 Connect with Justin in Linkedin: https://www.linkedin.com/in/justinwdonald Connect with Justin on Youtube: https://www.youtube.com/channel/UCCM-bhk3FxHQRDXXlDU2r2Q Listen on Youtube:  https://www.youtube.com/watch?v=ebpu33DMxSk GIFT- get a copy of my book https://nicholasbayerle.com/ebook Connect with me on Instagram https://www.instagram.com/nicholasbayerle/ join the Kings Brotherhood Facebook Group --https://www.facebook.com/groups/thekingsbrotherhood Listen to the show God's Business on Apple, Spotify, Stitcher, or Google podcasts.

Loreen Gilbert, CEO, of Wealthwise Financial Services With $280M AUM Website: https://wealthwisefinancial.com/ Bio: Loreen Gilbert is an experienced wealth manager who has spent more than three decades creating comprehensive wealth strategies for her clients. Upon graduating from the University of Texas at Austin with a degree in Business Administration, she launched her career at Fidelity Investments where she assisted clients with investment management services. Gilbert then worked for a private company selling retirement plans to municipalities and their employees. She has been in private practice as a wealth manager since 1997, and is the founder and CEO of WealthWise Financial Services, which offers securities and investment advisory services to individuals, business owners and corporations through her affiliation as a registered principal with LPL Financial. Loreen has many accolades under her belt including, Forbes Top Women Wealth Advisors Best-In-State list, Forbes Top 1000 Female Advisor list and the Forbes Best-In-State Wealth Advisors. She has also been covered by CNBC, Bloomberg, Fox, TD Ameritrade, BBC, Cheddar, US News & World Report, USA Today, Investor's Business Daily, Yahoo! Finance, Money Magazine, Reuters, Financial Advisor Magazine, Plan Sponsor Magazine and WealthManagement.com. She also hosts on-air segments for KX FM in Laguna Beach, California, to educate listeners on financial matters. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

We get this question often: “How is business owner financial planning different than regular financial planning?”   Financial planning is the process of creating a comprehensive plan to fund your current and future needs. Financial Planning for business owners is the process of including your business planning in your personal financial planning strategy.   In today's episode of the Entrepreneur Aligned Podcast, Jarrod breaks down the high level strategy behind it all.   -----   ABOUT JARROD   Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of Destiny Capital in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of Entrepreneur Aligned in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn't working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race.   WANT TO LEARN MORE?   Subscribe to our Entrepreneur Aligned Podcast for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned.   Wealth Digest - weekly articles delivered to your inbox! Subscribe to our YouTube channel Connect on LinkedIn Follow on Twitter Follow on Instagram Check out our Linktree   REACH OUT TO US!   If you have a question or simply want to talk through your financial planning, we are here to help.   SEND US A MESSAGE or call 720-715-7570   DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy.

Much like keeping track of a game's score on a scoreboard, it is essential to know the score of your financial plan. Understanding this score is paramount in your financial planning journey, as it can mean the difference between running toward your goals or making costly errors. In this episode, John, Mike, Ben, and Tommy will emphasize the importance of understanding the score of your financial plan so you can plan effectively, efficiently, and accurately for your retirement. Access the full show notes at Mason & Associates, LLC

In today's episode, Patti welcomes Planning and Portfolio Consultant, Sam Baez for a mid-year assessment of what exactly happened to the 2023 New Year discussions regarding a looming recession.  Was America hit with the recession that many pundits predicted?  Patti and Sam define what needs to happen in the economy to warrant a recession and then discuss the extenuating circumstances that may have spared our country from a full-blown recession. While most investors hope to avoid a recession, Patti and Sam articulate that the goal should really be to endure it – and they give plenty of tips on how to do that!  

With flexibility and connectivity in today's world, many are excited by the idea of moving abroad and traveling; however, with that comes complications that you may not have considered. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, is joined by Raoul Rodriguez, senior wealth advisor. Here are 3 things you need to consider before moving to another country—taxes, qualified accounts and estate planning.

In this episode of the Women on the Move Podcast, host Sam Saperstein is joined by Jamie Kramer, head of the Alternative Solutions Group for J.P. Morgan Asset Management, and Ali Rosenthal, founder and managing partner of Leadout Capital. Jamie and Ali connected after Jamie's team invested in Ali's Venture Capital fund. Here they discuss their career journeys and why they both believe asset management is a great career for women. The story behind Project Spark In more than 30 years at J.P. Morgan, Jamie's career has spanned both Asset and Wealth Management, with roles across public and private investments. Five years ago, she was named head of Alternative Solutions at the firm, where she's responsible for insights, analytics, and cross alternatives investment solutions. She's also the CEO of Global Hedge Fund and Alternative Credit Solutions business. Jamie recalls when she met a woman who was struggling to raise funds for her own venture fund in 2020. “I couldn't really understand why she wasn't as successful raising these assets,” she says. “And so I approached our CEO and asked on behalf of Asset Management if we could give her some capital.” That initial investment led to the creation of Project Spark, an effort aimed at providing capital to funds managed by diverse, emerging alternative managers, including minority-led and women-led venture capital funds and other private funds. “I'm really excited that the 33 managers that we've invested in and the $140 million has helped accelerate well over a billion in fundraising,” Jamie says. “And Ali is one of those managers.” Leadout Capital After a stint as a professional women's cyclist, Ali began her career in operating roles at consumer technology businesses (she was an early employee at Facebook) and in investment banking as both an angel investor and an institutional investor. “I got Leadout going because I saw a gap in the market with respect to who got access to capital,” she tells Sam and Jamie. “I believe today the numbers are still that fewer than 3 percent of companies are invested in by the venture capital community. And I thought that was really compelling.” Leadout's focus has been on women, underrepresented minorities, and people who according to data are less likely to receive venture capital funding. As Ali says, these are founders who “had great ideas, great momentum, but oftentimes were overlooked because they didn't fit pattern recognition. And so I wanted to use my platform, my network, my experience to back them and to connect them via bridge for them to other sources of capital, not only monetary capital but network capital and social capital and people and experts who could really help them go from zero to one.” “We really pursue what we call a founder market fit–driven thesis,” Ali says. “So we look for founders who themselves are customer segment experts, people who have lived a problem in a market that they know well either because they care enough about that market to embed with the customer, become a customer themselves, really understand the pain point that a customer is having and solve it with software.”   “A great career for women” Ali and Jamie agree that asset management can be a great career fit for women. Jamie notes that the field is both relationship-driven and problem-solving oriented, two skills that women tend to excel at. It affords good life balance, she says, with relatively predictable hours. And she cites research that shows that although there aren't enough women in asset management, they tend to be successful in the field. In addition, it offers an opportunity for women to do well financially which in turn allows them to give back, which research shows women gravitate toward. “And something that Ali said, which is that asset management is not transactional,” she adds. “It's extremely relationship driven. No matter what aspect you're in, you are managing money as a fiduciary on behalf of someone helping corporations meet their goals. You're helping individuals retire.” Disclaimer: The speakers' opinions belong to them and may differ from opinions of JPMorgan Chase & Co. and its affiliates. Views presented on this podcast are those of the speakers; they are as of September 7th, 2023 and they may not materialize.   Full transcript here 

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the elements of their integrated wealth management experience approach. An integrated wealth management experience offers a similar approach to a family office but for multiple people. A family office is a scenario where you have enough assets that you need a whole team to help you manage those assets.Listen in to learn more about the elements of an integrated wealth management experience: a retirement financial plan, specific-to-the-client investment process, and tax planning. You will also learn how we're involved in every step of the wealth management process, in-house or with a partner.In this episode, find out:A family office – having enough assets you need a whole team to help manage those assets.How we created an integrated wealth management experience that looks like a family office.The three elements of our in-house and partnered integrated wealth management experience.The importance of estate planning as part of the integrated wealth management experience.How we work with an expert to simplify and plan the social security side of things.How we analyze a client's situation and help plan for health insurance ourselves or with partners.How we make the financial plan and wealth management process easier for the client by being involved.Tweetable Quotes:“The reason why estate planning is so important as part of the integrated wealth management experience is because if we don't have things in place, it can make it very difficult for whoever we leave behind.”- Radon Stancil “Social security can be simple and complex at the same time, and that's why we have a social security consultant on retainer with us that we tap into for her knowledge.”- Murs TariqResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit POMWealth.net/podcast.

Stigall is fit to be tied over yesterday's decision by Georgia's governor Brian Kemp and remains more than suspicious of Mitch McConnell's health "episodes" of late. Nikki Hayley goes full-blast on the issue as well. Plus, you've heard those who say (and maybe you're one) "Republicans can't win or Trump can't win." Ned Ryun of American Majority has some hard statistical data you need to hear. And viral music sensation Oliver Anthony visits Joe Rogan's show to share the most important information you'll hear on any show this week. - For more info visit the official website: https://chrisstigall.com Instagram: https://www.instagram.com/chrisstigallshow/ Twitter: https://twitter.com/ChrisStigall Facebook: https://www.facebook.com/chris.stigall/ Listen on Spotify: https://tinyurl.com/StigallPod Listen on Apple Podcasts: https://bit.ly/StigallShowSee omnystudio.com/listener for privacy information.