Podcasts about Wealth management

In this special on-location episode of One Vision, we welcome Andreas Mettenberger, Managing Director of Synpulse Hong Kong, to discuss the latest trends and opportunities in wealth management. Recorded during the 10th anniversary of Hong Kong FinTech Week, we explore the role of technology in wealth management, differences in regional approaches, and the mindset change needed to create new growth opportunities. Andreas emphasizes the potential of AI to streamline operations and enhance client interactions, anticipating a significant acceleration in AI deployment in the coming years.

Saskatchewan Farmland Market Trends: Real Estate Spotlight w/ Ted Cawkwell #farmland #farming #farmlife #agriculture  In this week's episode of The Impact Farming Show, Tracy sits down with Ted Cawkwell for our very first Real Estate Spotlight segment. Ted is a well-known agriculture real estate specialist with deep roots in Saskatchewan's farm and ranch community. Together, they dive into the current state of the Saskatchewan farmland market, including price trends, buyer and seller motivations, interest rate impacts, regional variations, shifting demand, and what farmers should be thinking about if they plan to buy or sell land in today's environment. Episode Highlights • Ted's background, agricultural roots, and the mission of The Cawkwell Group • The real-time pulse of the Saskatchewan farmland market • Whether the market is heating up, cooling off, or stabilizing • Shifts in demand—especially whether cattle producers are jumping back into the market • Trends in land prices over the past 1–2 years • Who's buying farmland today: farm families vs. investors • Seller motivations: transitions, retirements, strategic divestments • Regional differences across Saskatchewan and where demand is strongest • How interest rates are shaping buyer confidence and deal flow • Ted's 12–24 month outlook for farmland values • Practical advice for farmers preparing to buy or sell • What to look for when choosing a farmland real estate professional If you're curious about where farmland values are heading, what's driving demand, or how to prepare for a land transaction, this is a must-watch conversation. Thanks for tuning in, Tracy

Today, I am delighted to speak with Dr. Paul Hokemeyer, founding principal of Drayson Mews and author of Fragile Power: Why Having Everything is Never Enough and Fragile Power 2.0: Wealth, Narcissism & Mental Health, the leading resources for individuals, couples, and families of wealth seeking culturally respectful and clinically effective mental health services. Dr. Paul serves as the Senior Wellness Expert to Ispahani Advisory, a London-based consulting firm specializing in multijurisdictional, ultra-high-net-worth families. He is an Associate Member of the American Association for Addiction Medicine and holds a Clinical Fellow designation with the American Association for Marriage and Family Therapy. In addition to his academic and clinical work, Dr. Paul has extensive experience in the realm of philanthropy. He has stewarded over three million U.S. dollars to enhance the delivery of direct mental health services to disenfranchised communities across America, as well as through the Yale School of Public Health, and he serves as a trustee of the Palm Springs Art Museum, one of the world's premier centers for mid-century art, architecture, and design. Dr. Paul's research in the realm of wealth and mental health has been peer-reviewed and published in the Journal of Wealth Management, the International Family Offices Journal, Globe Law and Business, and Lambert Academic Press. His work has been featured in a wide variety of international media outlets including The New York Times, The Wall Street Journal, The World Economic Forum, the Johns Hopkins Newsletter, Harvard Business Review Arabia, CNN, Men's Health, The Guardian, Tatler, WebMD, Psych Central and others. Dr. Paul starts by explaining what intersectionality is. He tells us about the origins of the construct of intersectionality and highlights some of the key premises underlying the term and the studies behind it. He then describes how intersectionality plays in the UHNW and family office space, and how it manifests itself in the lives and wellbeing of UHNW clients. Dr. Paul offers his practical tips for wealth owners, family wealth principals, and UHNW family members? He offers his advice on what they should know about intersectionality and how they should incorporate this knowledge into their lives and their relationship with wealth. He also provides practical suggestions for family wealth advisors and how they should integrate this concept into their advisory practice and utilize it to strengthen their relationships with their UHNW clients. Enjoy this illuminating conversation with one of the leading academics and practitioners at the complex intersection wealth management and personal health and wellness.

Innovator Insights presents LouderAI's webinar series, hosted by AI expert Kathy Wheat. Each episode is an audio recording from our live webinar series, spotlighting a timely topic in the AI landscape. These high-impact sessions are packed with practical strategies and will help you harness AI with confidence. Whether catching up or revisiting a favorite, you'll gain focused insights and actionable tools to drive smarter, faster results. Website: Louderai.com Sign up for our AI Newsletter: bit.ly/3VURS5J

Jake Braund (Portfolio Manager, Wealth Management & Institutional Services at Associated Bank) joins Ryan Burrow in today's Associated Bank Thought Leader conversation to discuss the recent divide of Fed officials on rate cuts, along with a stablecoin surge possibly pushing interest rates lower.

COSTLY MISTAKES WHY SAVING TOO LITTLE HURTS LATER FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA and Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS,  Financial Planner, BWFA About This Episode Saving may appear simple, but many individuals underestimate the actual amount they'll require for retirement. In this episode, BWFA's Sandy Hornor and Tyler Kluge delve into the reasons behind insufficient savings and highlight it as one of the most expensive financial blunders. They also provide actionable steps to help you catch up. Full Description Retirement often arrives sooner than expected—and for many, the biggest regret isn't market losses, but simply not saving enough. While most people know they should save, few realize how quickly expenses grow and how inflation can double the cost of living every 20 years. In this episode of Healthy, Wealthy & Wise, BWFA's Sandy Hornor and Tyler Kluge break down the realities of under-saving. They explain why retirement “sneaks up” faster than most expect, and how even diligent savers can fall short without a clear plan. The discussion emphasizes the importance of starting early, automating savings, and increasing contributions over time. Sandy and Tyler also highlight the math behind compounding and inflation. A 7% annual return doubles a portfolio roughly every 10 years—but costs double about every 20. The earlier you start, the more power compounding has to work in your favor. For those starting late, they share realistic steps to catch up, such as boosting savings rates, maximizing employer plans, and aligning investments to long-term goals. The conversation wraps with a reminder that successful retirement planning isn't about reacting to markets—it's about integrating all aspects of wealth management. At BWFA, our comprehensive approach includes investment management, financial planning, tax strategy, and estate planning to ensure all parts of your plan work together. If you're wondering whether you're saving enough—or worried you're behind—it's never too late to take control of your future. For more insights, visit BWFA's Financial Planning Services.

Estate planning is not just about preparing for the unexpected—it is about protecting what you have worked hard to build. In this episode, guest James Atwood, estate planning attorney and co-founder of Atwood McCall, shares how proactive estate planning can protect assets, minimize taxes, streamline probate, and align with business succession strategies. Tune in to learn why updating your estate plan every few years is essential to preserve your practice, your family, and your legacy for the future.  Timestamps00:00 Intro04:19 Banter Ends05:47 Tell us about you and your background.07:19 Tell us about Atwood & McCall.09:53 A physician who keeps hearing that he needs a will or needs estate planning. He does not like thinking about his own mortality. He wants to know why he would need estate planning?14:00 Walk us through all the things that a person plans for in their estate planning?17:01 How do estate taxes work?24:35 How often should I update my estate plan? 26:45 Access+27:27 Legal Takeaways 29:10 OutroWatch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto  Stay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn

In the first episode of our new podcast series 'The future of wealth management is here' we explore how AI is redefining value, client expectations, and regulatory priorities in wealth management. Join our hosts, Marina Reason, Ian Thomas, and John Mathew who break down how the industry is adapting to an evolving regulatory and technological landscape, and the key risks and opportunities which lie ahead. Read our Global Bank Review 2025 here: https://www.hsfkramer.com/insights/reports/2025/global-bank-review-2025

In this episode, we break down the latest economic headlines—from stubborn inflation and the Fed's recent rate cut to new data showing why retirees feel less confident even in a strong market—and what it all means for your money. Plus, we answer a listener's question about how to navigate the worry of a potential market decline.  Get started on your path to financial freedom: www.premieriwm.com  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 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. Consult your tax professional about eligibility to Roth and Traditional IRA contributions. Contributions and earnings in a Roth IRA can be withdrawn without paying taxes and penalties if the account owner is at least 59 ½ and has held their Roth IRA for at least five years. Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of the conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA. 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.

In this episode, Ray Sclafani discusses the importance of finishing the year strong and how it impacts the upcoming year. He emphasizes the need for a proactive mindset, strategies for success, and the significance of setting clear goals. He also covers overcoming challenges and maintaining motivation as key components of achieving success.Key TakeawaysHow you finish the year will determine how you start next year.Set clear goals for the new year to guide your actions.Overcoming challenges is part of the journey to success.Reflect on your progress this year to identify areas for improvement.Mindset shifts can lead to breakthroughs in performance.For more information click here to visit The ClientWise Blog.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss the dangers (and perks) of credit cards.Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardListen to the Scripture Memory PodcastSee the show notes here!Wealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

This week, Jack Sharry talks with John Amore, President of Kestra Financial. John is committed to building out capabilities that empower advisors and support the financial independence of their clients. He focuses on creating a thriving community of complete wealth managers. Before becoming President, John led Kestra's Wealth Management division, where he drew on his global leadership experience to drive growth, innovation, and advisor success. John shares with Jack why he made the leap from wirehouse to the independent space, how Kestra is building out a holistic ecosystem for advisors, and what the firm is learning about one of the most critical issues facing the industry today—succession planning. John also discusses the recent industry study on succession planning and why it's a necessary and often deeply personal issue for financial advisors. In this episode: (00:00) - Intro (01:25) - John's career journey (05:10) - Lessons learned as president of Kestra (06:27) - Kestra's ecosystem and wealth management capabilities (10:03) - Why succession planning is important at Kestra (13:46) - The personal side of business and relationships (16:29) - How John operationalizes succession planning (18:29) - Kestra's new ventures (19:38) - John's key takeaways (20:20) - John's interests outside of work Quotes "It's always been my goal to make sure that our advisors can be complete wealth managers, and that means meeting all the needs of their clients." ~ John Amore "It's one thing to have the expertise. It's another thing to have it built into the platform so that it's easier for our advisors to use." ~ John Amore "It's interesting to learn that only 6% of the advisors surveyed have a written succession plan, which is fascinating for an industry that gets paid to give financial planning advice." ~ John Amore "Anyone who has been successful in this business, chances are they started because they were good or appreciate the power of relationships." ~ John Amore Links  John Amore on LinkedIn Kestra Financial UBS Stephen Langlois Kestra Holdings James Poer Kestra Investment Management Kara Murphy CBS Brokerage Bluespring Wealth Partners LPL Financial Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into private credit and building an asset management business inside of a leading global bank.We sat down in Nomura's NYC office with Robert Stark, the CEO of Nomura Capital Management LLC (NCM) and Head of Investment Management in the Americas for the Nomura Group.Robert brings deep experience in financial services to Nomura. He was previously the Founder & CEO of Alterum Capital Partners LLC, where he focused on building an investment management business at the intersection of private markets and RIAs. Prior to Alterum, he was a Senior Managing Director and member of the Executive Committee at FS Investments, where he was responsible for Corporate Development. He also spent 7 years at JP Morgan across Asset & Wealth Management. He joined JP Morgan from Russell Investments, where he was a member of the Executive Committee. He started his professional career at McKinsey & Company, where he was a Partner serving clients in asset management, investment banking, insurance, and private equity.Robert brings both a consultant's analytical perspective and an operator's practical approach to his work building the credit business at Nomura Capital Management.Robert and I had a fascinating and wide-ranging discussion about building an asset management business in a fast-growing segment of private markets: private credit. We covered:The state of the private credit market.How to build an asset management business.What it takes to work with the wealth channel.The entrepreneurial spirit of RIAs.Open architecture vs closed architecture in private credit.Keys to success in the evergreen fund space.Thanks Robert for coming on the show to share your wisdom and expertise on private markets and wealth management.Show Notes00:00 Message from Ultimus, our Sponsor01:57 Welcome to the Alt Goes Mainstream Podcast02:06 Guest Introduction: Robert Stark03:18 Building an Asset Management Business03:42 Evolution of Asset Management Industry04:01 Regulatory Environment and Market Structure05:12 Challenges in Asset Management08:24 Importance of the Right People08:44 Private Credit Business at Nomura09:59 Diversification in Private Credit10:47 Secular Trends in Private Credit11:15 Client-Centric Solutions19:00 Origination in Private Credit20:07 Open vs. Closed Architecture22:45 Product Development and Client Feedback24:22 Early Stages of Private Credit Solutions25:43 Future of Evergreen Funds27:29 Investor Interests and Needs27:47 Building a Trusted Brand28:18 Challenges of Entrepreneurship28:46 Capital and Talent Requirements29:23 Nomura's Long-Term Vision30:12 Nomura's Wealth Management Legacy30:49 Expanding in the US Market31:32 Japanese Investment Culture32:07 Open Architecture Strategy32:34 Global Network and Client Access34:32 Challenges of Working with RIAs36:19 Fiduciary Alignment37:04 Partnerships and Client Success37:56 Strategic Acquisitions39:50 Evolution of the RIA Segment44:44 Long-Term Business Planning46:39 Future of Private MarketsEditing and post-production work for this episode was provided by The Podcast Consultant.

What if everything you thought about a stress-free retirement was wrong? This episode dives into the real stories behind retirement planning, from an 87-year-old who defies convention to the pitfalls of “safe” investments and the importance of adapting to today’s financial realities. Raj Shah and Rick Borek break down how to protect your wealth, avoid common mistakes, and build a plan that fits your life—not someone else’s. Discover why the fundamentals still matter and how a personalized approach can help you sleep easy, no matter what the market does. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.

 Wall Street noise is loud—Barry Ritholtz shows you How Not to Invest. In this episode, we cut through models, headlines, and hype to focus on the few decisions that actually compound. Barry shares a practical framework for decision-making grounded in behavioral finance: why models are “wrong but useful,” how to build a checklist to filter signal from noise, and why broad indexing should anchor most portfolios. We dig into direct indexing for tax management, the attention economy's impact on investors, and the real effects of tariffs and Fed timing on markets and Main Street. He also maps the “two businesses” every investor must master: deploying capital quietly for decades and consuming information without getting captured by clickbait. If you're curious about AI's productivity boost, global mean reversion beyond the U.S., and realistic expectations after back-to-back strong years, this conversation is for you. By the end, you'll know How Not to Invest—and what to do instead.Connect with Barry Ritholtz: hownottoinvestbook.com Chapters:00:00 – Introduction02:32 – “All models are wrong, some are useful” & avoiding media-driven fear16:21 – Wealthy vs. middle-class planning: indexing, direct indexing, tax loss harvesting20:19 – AI's real impact on advisors, workflows, and productivity24:46 – Where are the opportunities? U.S. vs. developed ex-U.S., mean reversion35:14 – Rates, the Fed, soft landing probabilities & realistic return expectations49:33 – Gino wraps it up We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

On this episode of the Celebrity Estates podcast, Victoria Gray, founder and principal of Insight Art & Collectibles Advisory, once again joins WealthManagement.com Senior Editor David Lenok to examine the tragic and complex estate of actor Gene Hackman, a case where timing, trust gaps and estranged heirs collided. From an $80 million fortune and a … Read More Read More

So many of us grow up hearing: “Save every penny,” or “Don't waste money.” But what happens when those kinds of money stories start holding us back?In this heartfelt episode of XO Conversations, Dr. Rishma Walji sits down with Cammie Doder and Sandi Bragar, co-hosts of the Money Tales Podcast, to explore the emotional and practical sides of money. ✨ How childhood money stories shape adult decisions

This episode gets personal. A new survey from U.S. Bank found that many Americans are making smart choices with their money, but many feel progress is elusive because the goals people care about (buying a home, retiring comfortably, building wealth), depend on economic forces beyond their control. Today, Nicole helps you learn the research-backed strategies to improve confidence and work towards your financial goals. To help unpack these strategies, Nicole is joined by U.S. Bank's Scott Ford, Head of Wealth Management at U.S. Bank, and Kate Phelan, California Regional Director of Strategic Wealth Planning and Advice. They cover how to prepare for buying a home, what to prioritize at different life stages, how to approach retirement in a world where it's getting longer and less predictable, and what small money wins you can start today to build real momentum. They also talk about how to prepare for disaster, and Nicole opens up about rebuilding her life and studio after losing her home in the LA fires. Whether you're rebuilding from life's curveballs or just trying to get your financial footing, this episode is packed with real-world advice and heart. Read about U.S. Bank's findings Learn how U.S. Bank can help you with your financial goals All investing involves the risk of loss, including loss of principal. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments.

Scott is the President & founder of Edelman Wealth Management Group and manages all aspects of financial planning and employee benefits, providing products and services for investing, retiring, insurance, and estate conservation for individuals, families, and businesses.He has a strong commitment to giving uncomplicated advice and unparalleled service and puts an emphasis on creating lasting relationships with his clients and within his community.A natural teacher and mentor, Scott is a member of Strategic Coach, an entrepreneur business coaching program. He is a thought leader in the financial field and a regular speaker at conferences. Scott is also active with local charities and is on several boards.Scott lives in Bucks County, PA, with his wife and children.Learn more: http://www.edelmanwealthmanagement.com/Edelman Wealth Management Group, Inc. Heston Hall 1790 Yardley-Langhorne Road, Suite 202 Yardley, PA 19067. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic WealthInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-scott-edelman-founder-of-edelman-wealth-management-group-discussing-wealth-protection

Scott is the President & founder of Edelman Wealth Management Group and manages all aspects of financial planning and employee benefits, providing products and services for investing, retiring, insurance, and estate conservation for individuals, families, and businesses.He has a strong commitment to giving uncomplicated advice and unparalleled service and puts an emphasis on creating lasting relationships with his clients and within his community.A natural teacher and mentor, Scott is a member of Strategic Coach, an entrepreneur business coaching program. He is a thought leader in the financial field and a regular speaker at conferences. Scott is also active with local charities and is on several boards.Scott lives in Bucks County, PA, with his wife and children.Learn more: http://www.edelmanwealthmanagement.com/Edelman Wealth Management Group, Inc. Heston Hall 1790 Yardley-Langhorne Road, Suite 202 Yardley, PA 19067. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic WealthInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-scott-edelman-founder-of-edelman-wealth-management-group-discussing-wealth-protection

This week, we explore the economic impact of the ongoing government shutdown, now in its 38th day, and its effect on labor market data and investor sentiment. Our experts discuss alternative employment indicators, strong Q3 earnings, and the influence of AI on market performance. They also examine the Federal Reserve's cautious stance on inflation and interest rate cuts amid data uncertainty. Finally, the conversation touches on the Supreme Court's review of Trump-era tariffs and its potential implications for market volatility. Speakers:Brian Pietrangelo, Managing Director of Investment StrategyCynthia Honcharenko, Director of Fixed Income Portfolio ManagementRajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of Equities 02:09 – We analyze available data to fill in the gaps left by unpublished reports due to the ongoing government shutdown. We discuss labor statistics around unemployment, layoffs and job growth and vacancies.04:55 – The prolonged shutdown is dampening sentiment and creating uncertainty due to missing federal economic data.07:47 – In equities, we highlight upward momentum in the stock market amid strong earnings reports, while cautioning about speculative froth and a market pullback.11:45 – We explain the Fed's dual mandate, inflation concerns, and how mixed signals are affecting bond yields and rate cut expectations.16:31 – We consider the legal review of Trump-era tariffs and how a ruling could impact Treasury issuance and market volatility.  Additional ResourcesKey QuestionsSubscribe to our Key Wealth Insights newsletterWeekly Investment BriefFollow us on LinkedIn

In this episode:Why extreme bearish sentiment often precedes market recoveriesThe role of relative strength in identifying global equity opportunitiesHow Dantes Outlook is adapting its allocation framework amid shifting leadershipThe importance of staying systematic and globally diversified through volatilityFor full portfolio updates and performance insights:

The co-founder and CEO of Concurrent Investment Advisors discusses the evolution of his career, the growth of his firm, and notable wealth management trends involving next-gen advisors. Learn more about your ad choices. Visit megaphone.fm/adchoices

COSTLY MISTAKES NOT HAVING ESTATE PLANNING DOCUMENTS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA and Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS,  Financial Planner, BWFA About This Episode Estate planning isn't only for the wealthy. Without the right documents, families may face legal challenges, financial stress, and uncertainty. In this episode, BWFA's Sandy Hornor, Jr. and Tyler Kluge explain why putting off estate planning is a costly mistake, and how to avoid it. Full Description Estate planning is often misunderstood. Many assume it's only necessary for people with large estates, but in reality, nearly everyone benefits from having key documents in place. A lack of planning can leave families unprepared, force courts to make critical decisions, and create unnecessary stress during already difficult times. In this episode of Healthy, Wealthy & Wise, BWFA's Sandy Hornor, Jr. and Tyler Kluge discuss the risks of not having essential estate planning documents. They explain the role of wills, powers of attorney, and healthcare directives in ensuring that your wishes are carried out. They also highlight how trusts can provide structure for transferring assets, minimizing disputes, and reducing costs for loved ones. Listeners will hear stories of families caught unprepared because estate documents weren't updated—or never created. Sandy and Tyler emphasize that estate planning is not a one-time task. It must evolve with changes in family circumstances, financial situations, and state or federal laws. The episode also explores the emotional benefits of planning. Having documents in place allows families to focus on care and connection instead of conflict and confusion. It's not just about money; it's about protecting the people and priorities that matter most. At BWFA, we work with clients to review and update estate planning as part of a comprehensive financial strategy. This episode highlights why it's important to act now rather than wait until it's too late. For more information, visit BWFA's Financial Planning Services.

In this episode we break down the often misunderstood investment strategy of Warren Buffett, exploring why one of the greatest investors of all time continues to hold hundreds of billions of dollars in cash. We unpack the reasoning behind Berkshire Hathaway's massive cash reserves, including historically high market valuations, the limited number of attractive investment opportunities within Buffett's “circle of competence,” and his long term focus on patience and discipline; waiting for the perfect pitch before taking a swing. If you've ever wondered why Buffett isn't buying more stocks when markets are soaring, this video will give you clear insight into how the Oracle of Omaha thinks about value investing and capital allocation.#stockmarket #warrenbuffet #investing #15minutesoffinance #economy Warren Buffet's Investment Philosophy Article:https://www.berkshirehathaway.com/ownman.pdf15 Minutes of Finance is produced by West & Walters Tax and Wealth Management, an independent financial advisory and CPA firm in Carlsbad, California. West & Walters provides comprehensive wealth management, tax planning, and accounting services for individuals and businesses. For more information, visit westandwalters.com. Advisory services offered through 77 Financial Group, a registered investment adviser. 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.

Most active investors are pretty good at making money: After all, if they were no good at it, then they would leave the work to someone else. But what about holding onto it? Does your investment success convert to long-term accumulation? Author Jacqui Clarke joins Associate Editor - Wealth, James Kirby in this episode. In today's show, we cover: The hidden cost of 'expense creep' to your life plans Translating the principles of good management to investment choices Asset-rich and cash-poor - It doesn't have to be this way Cash ETF are worth a look See omnystudio.com/listener for privacy information.

Scott is the President & founder of Edelman Wealth Management Group and manages all aspects of financial planning and employee benefits, providing products and services for investing, retiring, insurance, and estate conservation for individuals, families, and businesses.He has a strong commitment to giving uncomplicated advice and unparalleled service and puts an emphasis on creating lasting relationships with his clients and within his community.A natural teacher and mentor, Scott is a member of Strategic Coach, an entrepreneur business coaching program. He is a thought leader in the financial field and a regular speaker at conferences. Scott is also active with local charities and is on several boards.Scott lives in Bucks County, PA with his wife and children.Learn more: http://www.edelmanwealthmanagement.com/Edelman Wealth Management Group, Inc. Heston Hall 1790 Yardley-Langhorne Road, Suite 202 Yardley, PA 19067. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic WealthInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-scott-edelman-founder-of-edelman-wealth-management-group-discussing-guaranteed-income

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 hereHow can you access the wealth trapped inside your corporation—without triggering a massive tax bill?Many successful Canadian business owners hit a surprising wall: their company's thriving, their retained earnings are healthy, and yet their personal dreams—like buying that dream home by the beach—feel just out of reach. You've done everything “right”: paid yourself a smart salary, minimized taxes, built up savings inside the corporation. But when it's time to use that wealth personally, the corporate veil suddenly feels like a barrier. This episode unpacks how to bridge that gap strategically, so you can enjoy the fruits of your business success without an unnecessary tax hit.In this episode, you'll learn:How to structure a “Wealth Reservoir”—a financial system that gives you liquidity and flexibility while keeping your money working inside your corporation.A powerful way to access corporate wealth personally using a high-cash-value life insurance policy and third-party leverage—without prematurely pulling money out and losing tax advantages.Why proactive “upstream planning” sets you up for financial freedom later—and helps you avoid reactive, last-minute decisions that cost you thousands in taxes.Press play now to learn how to unlock your corporate wealth and turn your business success into real-life financial freedom.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Canadian business owners seeking financial freedom in Canada can unlock powerful results by integrating corporate wealth planning with smart personal finance strategies. By building a wealth reservoir—a system that leverages corporate assets for liquidity and tax advantages—entrepreneurs can achieve both business grReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Scott is the President & founder of Edelman Wealth Management Group and manages all aspects of financial planning and employee benefits, providing products and services for investing, retiring, insurance, and estate conservation for individuals, families, and businesses.He has a strong commitment to giving uncomplicated advice and unparalleled service and puts an emphasis on creating lasting relationships with his clients and within his community.A natural teacher and mentor, Scott is a member of Strategic Coach, an entrepreneur business coaching program. He is a thought leader in the financial field and a regular speaker at conferences. Scott is also active with local charities and is on several boards.Scott lives in Bucks County, PA with his wife and children.Learn more: http://www.edelmanwealthmanagement.com/Edelman Wealth Management Group, Inc. Heston Hall 1790 Yardley-Langhorne Road, Suite 202 Yardley, PA 19067. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic WealthInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-scott-edelman-founder-of-edelman-wealth-management-group-discussing-guaranteed-income

In this episode, Tracy sits down with agricultural economist, strategist, and author Michelle Klieger to discuss the shifting global trade landscape and what it means for farmers. From the post–World War II rise of free trade to the Trump-era shift toward protectionism, Michelle breaks down how we got here, what's really happening in the U.S.–China trade war, and how these policies are reshaping agriculture across the world. If you've ever wondered what "Make America Great Again" means for farm markets — or how global trade politics directly affect the prices, policies, and opportunities farmers face — this episode is a must-listen.

Building wealth takes time, patience, and strategy. This week, we discuss Morgan Housel's reminder that “wealth requires long-term effort”, what to consider for year-end Roth conversion opportunities — and answer a listener's question about what to do when IRA withdrawals outpace spending and money is sitting in the bank. Get started on your path to financial freedom. Download our Rothification Guide: www.premieriwm.com  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 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. Consult your tax professional about eligibility to Roth and Traditional IRA contributions. Contributions and earnings in a Roth IRA can be withdrawn without paying taxes and penalties if the account owner is at least 59 ½ and has held their Roth IRA for at least five years. Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of the conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA. 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.

Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss 7 habits of financially successful peopleSubscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardListen to the Scripture Memory PodcastSee the show notes here!Wealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

This $200M Money Manager Combines Financial Planning & Wealth Management – Meet Robert Finley Founder VirtueAMRobert P. Finley CFA, CFP®Founder & Principal at Virtue Asset ManagementVirtueAM.comAUM $200M AUMBioRobert P. Finley CFA, CFPRobert Finley is a Fee-only Certified Financial Planner and Portfolio Manager in Barrington, Chicago and Glenview Illinois. Robert is a CFA® charterholder and a CFP™ certificant with over 20 years of experience. As a trusted senior portfolio manager and fee-only financial planner in Chicago, Robert most recently managed over $375 million in assets for high-net-worth individuals. Robert has been featured in Barron's, CNBC, USA Today, US News, Money Magazine, MarketWatch,NerdWallet and Fund Intelligence. Robert serves as an Executive Board Member of the Barrington Chamber of Commerce, is an active member of the Barrington Lions Club, and also contributes as a Board Member of Evergreen Cemetery.Robert grew up in Glenview, Illinois and graduated from Indiana University with a Bachelor of Science degree in Business, Finance major. He started his career in Wealth Management at LaSalle Bank, managing money and creating financial plans for high net worth individuals, business owners, foundations and endowments. In 2007, LaSalle Bank was purchased by Bank of America and the Wealth Management department was integrated with U.S. Trust. In April 2013, Robert stayed in Chicago and moved to TIAA-CREF's Trust department as a Senior Portfolio Manager.In addition to his professional certifications, Robert is also a member of American Mensa, the Financial Planning Association, the National Association of Personal Financial Advisors (NAPFA), a Board Member of the Barrington Area Chamber of Commerce and a member of the Barrington Lions Club. He lives in Barrington, Illinois with his wife and two children.

Welcome back to the Alt Goes Mainstream podcast.Today's episode is with an experienced private markets and distribution executive who has been educating the wealth channel and distributing private markets investment solutions at some of the industry's largest investment platforms.We sat down in Prudential's Newark studio with PGIM's Global Head of Alternative Investments, Dominick Carlino. PGIM is the $1.4T global asset management business of Prudential Financial.At PGIM, Dominick is responsible for driving the continued development and distribution of alternative investments tailored to the firm's wealth channel investors globally.Dominick joined the firm in 2023, bringing over 20 years of experience in alternatives distribution. He was most recently MD, Head of Alternative Investments Distribution at Merrill Lynch.Dominick and I had a fascinating conversation about the intersections between insurance and asset management and the evolution of distribution. We covered:How the distribution of private markets investment solutions has evolved.The benefits of an integrated platform across insurance and asset management.Navigating the playing field of collaboration and competition between asset managers and insurance companies.The importance of education.How, why, and where evergreen funds will be adopted.Thanks Dominick for sharing your perspectives and wisdom on insurance and private markets. We hope you enjoy.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Message from our Sponsor, Ultimus01:18 Welcome to Alt Goes Mainstream01:55 Guest Introduction: Dominick Carlino03:34 Dom's Background and Career Journey03:55 Early Career and Transition to Alternatives05:03 Experience at Morgan Stanley and Merrill Lynch05:18 Evolution of Private Markets Distribution07:08 Wealth Channel and Private Markets09:08 Joining Prudential and PGIM10:25 Prudential's Capabilities and Strategy12:47 Asset Liability Matching in Private Markets14:22 Liquidity Risk and Private Markets16:16 Education and Evergreen Funds17:06 Credit Risk in Private Credit18:14 Vertical Integration and Acquisitions19:35 Partnerships and Strategic Growth20:22 Market Shakeout and Scale22:09 Product Set and Innovation23:24 Advisor and Client Needs24:45 Evergreen Funds and Market Trends26:13 Specialized Strategies in Private Markets26:41 Distribution and Education28:16 Skills for Effective Distribution30:54 Organizational Alpha and Trust31:56 Brand and Stability33:11 Partnerships and Long-term Solutions33:49 Insurance and Tax-Advantaged Strategies34:12 Asset Managers and Insurance Partnerships35:42 Private Markets in Retirement Plans36:17 Future of Private Markets36:41 Keys to Winning in Private Markets37:29 Prudential's Competitive Advantages37:48 Conclusion and Guest FarewellThe opinions expressed in this podcast are those of the author and do not reflect the views or opinions of PGIM, Inc. PGIM, Inc. is not responsible, endorses nor confirms its accuracy. All trademarks and other intellectual property used or displayed are the ownership of their respective owners. Unless noted otherwise in this podcast, PGIM, Inc. is not affiliated with, nor  endorses any mentioned company or any linked third-party content. PGIM and its affiliates may develop and publish research that is independent of, and different than, the recommendations contained herein. PGIM's personnel other than the author(s), such as sales, marketing and trading personnel, may provide oral or written market commentary or ideas to PGIM's clients or prospects or proprietary investment ideas that differ from the views expressed herein.Editing and post-production work for this episode was provided by The Podcast Consultant.

Episode 117: This week, Kyle Van Pelt talks with Jacqueline Martinez, Managing Partner at Alaris Acquisitions. Previously part of United Capital's M&A team, Jacqueline contributed to $10.5B in acquisitions before the firm's 2019 sale to Goldman Sachs. Now at Alaris, she and her team have closed more than 50 deals with leading wealth management firms. Recognized for her leadership in culture-first M&A, Jacqueline was named M&A Executive of the Year in Wealth Solutions Report's Pathfinder Awards and honored among WealthManagement.com's "Ten to Watch" in 2025.  Kyle and Jacqueline discuss what makes a truly successful merger or acquisition in the wealth management industry. Jacqueline unpacks how data, AI, and cultural alignment can make or break a deal, why emotional intelligence matters as much as financials, and what sellers can do to ensure they're choosing the right partner for the next chapter of their business. In this episode: (00:00) - Intro (01:44) - Jacqueline's money moment (04:02) - United Capital's secret to success (06:51) - The psychology of finding the right buying partner (09:19) - Inside Alaris Lens (12:41) - How to vet potential buyers (14:46) - How Alaris Lens can help find the right culture fit for companies (20:40) - How to verify a buyer's promises and programs (23:25) - How to handle 'cold feet' moments during the sales process (27:36) - The role of the seller's current tech stack in a deal's success (31:50) - The impact of having centralized data in the valuation of a firm (33:22) - Jacqueline's outlook on the future of the industry (34:45) - Jacqueline's Milemarker Minute Key Takeaways Focus on alignment points, not just price. The best partnerships start when both sides clearly define what they want — from deal structure to future vision — long before the negotiation table. Data brings clarity. Matching firms based on quantifiable factors reduces surprises later. Data-driven fit creates long-term success. Prepare emotionally, not just financially. Every deal comes with "freak-out moments." Knowing they're normal and working through the fears helps avoid walking away from a great opportunity. Ask the hard questions — twice. Sellers need to verify every promise made by potential buyers. Ask for data. Talk to past partners. Consistency in answers reveals the truth. Quotes "Every conversation or piece of information that you're sending to a buyer is like a constant evaluation of the risk of your business." ~ Jacqueline Martinez "Everyone says cultural fit, but what does that really even mean? If the buyer aligns well with the seller's needs, that's a much better foundation for exploring the cultural fit." ~ Jacqueline Martinez "It's important when you're running your business to make better decisions throughout the journey. Particularly in a sales process. There's always a risk evaluation that's happening, and you want to appear as organized and professional as possible and deliver the data people are asking for." ~ Jacqueline Martinez Links  Jacqueline Martinez on LinkedIn Alaris Acquisitions United Capital Financial Advisors Goldman Sachs Joe Duran Brandon Gage Jarrod Upton It Ends with Us Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

The allegations surrounding Mary Erdoes, the CEO of JPMorgan Chase's Asset and Wealth Management division, focus on what she knew—and when—about Jeffrey Epstein's criminal conduct while the bank continued doing business with him. Epstein remained a JPMorgan client from the late 1990s until 2013, despite his 2008 sex crime conviction and repeated internal warnings about his activities. Internal compliance emails revealed that by 2006, Epstein's accounts were already raising red flags for suspicious activity, and by 2011, Erdoes was directly alerted to legal developments confirming his sex-offender status—she reportedly responded with a short “Oh boy.” Testimony and internal records suggest that Erdoes and then–general counsel Stephen Cutler held the authority to terminate Epstein's banking relationship but did not exercise it, even as other staff raised serious concerns. Multiple reports indicate she continued corresponding about Epstein's status and compliance reviews, demonstrating a level of awareness inconsistent with the bank's later public claims that knowledge of his misconduct was confined to lower levels.Critics argue this places Erdoes near the center of JPMorgan's failure to cut ties sooner, implying that the decision to keep Epstein as a client was not a mere oversight but a conscious choice by top management to preserve a lucrative relationship. During litigation brought by the U.S. Virgin Islands and Epstein's survivors, JPMorgan's internal communications were unsealed, showing that Epstein's financial activity had been reviewed annually and still cleared for continuation under Erdoes's division. Jes Staley, Epstein's primary contact within the bank, later testified that Erdoes “had full authority” to drop him but chose not to. Erdoes herself has denied any knowledge of Epstein's sex-trafficking operations, stating that her involvement was limited to compliance oversight and that Epstein was eventually off-boarded once risk assessments changed. Nevertheless, the accumulated evidence—from internal memos to executive testimony—has left a troubling picture of institutional willful blindness at the highest level of the world's largest bank.to contact me:bobbycapucci@protonmail.com

Scott is the President & founder of Edelman Wealth Management Group and manages all aspects of financial planning and employee benefits, providing products and services for investing, retiring, insurance, and estate conservation for individuals, families, and businesses.He has a strong commitment to giving uncomplicated advice and unparalleled service and puts an emphasis on creating lasting relationships with his clients and within his community.A natural teacher and mentor, Scott is a member of Strategic Coach, an entrepreneur business coaching program. He is a thought leader in the financial field and a regular speaker at conferences. Scott is also active with local charities and is on several boards.Scott lives in Bucks County, PA with his wife and children.Learn more: http://www.edelmanwealthmanagement.com/Edelman Wealth Management Group, Inc. Heston Hall 1790 Yardley-Langhorne Road, Suite 202 Yardley, PA 19067. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic WealthInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-scott-edelman-founder-of-edelman-wealth-management-group-discussing-risks-of-retirement

Scott is the President & founder of Edelman Wealth Management Group and manages all aspects of financial planning and employee benefits, providing products and services for investing, retiring, insurance, and estate conservation for individuals, families, and businesses.He has a strong commitment to giving uncomplicated advice and unparalleled service and puts an emphasis on creating lasting relationships with his clients and within his community.A natural teacher and mentor, Scott is a member of Strategic Coach, an entrepreneur business coaching program. He is a thought leader in the financial field and a regular speaker at conferences. Scott is also active with local charities and is on several boards.Scott lives in Bucks County, PA with his wife and children.Learn more: http://www.edelmanwealthmanagement.com/Edelman Wealth Management Group, Inc. Heston Hall 1790 Yardley-Langhorne Road, Suite 202 Yardley, PA 19067. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic WealthInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-scott-edelman-founder-of-edelman-wealth-management-group-discussing-risks-of-retirement

Cynthia Honcharenko, Director of Fixed Income Portfolio Management, joins the podcast to deliver a report on this week's Federal Open Market Committee (FOMC) meeting; be sure to read her companion piece, “The Gentle Cut: Easing Without Euphoria” on our Weekly Investment Brief feed. Our discussion tracks how the equity and bond markets behaved leading up to, and following, the meeting, and what to expect going forward. We also touch on this week's earnings reports from several big tech companies, and what positive trade talks between the United States and China might mean for the future. Speakers:Brian Pietrangelo, Managing Director of Investment StrategyCynthia Honcharenko, Director of Fixed Income Portfolio ManagementRajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of Equities 01:30 – Expected reports on initial unemployment claims, GDP, and inflation were not published this week due to the ongoing government shutdown, which is on track to be the longest in history once it surpasses the 2018 record of 34 days.03:20 – Coverage of this week's FOMC meeting, including the 25 basis point cut to the federal funds rate, two diametric dissents, the themes and opinions driving that decision, and Chair Powell's warning that another rate cut in December is far from guaranteed as we see signs of a weakening labor market, elevated inflation, and a lack of data to make informed decisions due to the government shutdown.05:43 – In reaction to the FOMC meeting and Powell's assertion that a December rate cut is less likely than previously expected, the markets experienced a bit of a reversal of recent gains that were driven by that expectation.07:43 – We discuss the five candidates that Treasury Secretary Scott Bessent revealed this week. They include three current and former Fed Governors, the current Director of the National Economic Council, and a BlackRock executive.10:03 – Q3 earnings reports continue to send the stock market higher. The reports from this week's big companies were Amazon and Alphabet, which were both positive, Apple, which underwhelming but not bad, and Meta and Microsoft, which were both somewhat negative. 12:25 – Positive news from trade talks between the United States and China might reduce the elevated sentiment of geopolitical risk that hit the markets in the first few months of the year on tariff threats, and which has been a question mark ever since.14:58 – The fixed income market has seen some widening in credit spreads following the FOMC meeting, but generally positive credit conditions and future corporate bond issuance herald a robust November. Additional ResourcesRead: The Gentle Cut: Easing Without Euphoria – 10/29/2025 FOMC UpdateAsk: Key Questions: Active ETFs or Mutual Funds: Which Belongs in Your Portfolio?  Key QuestionsSubscribe to our Key Wealth Insights newsletterWeekly Investment BriefFollow us on LinkedIn

Topics Covered:High-beta vs. low-volatility stock performanceWhy narrow market breadth can lead to leadership shiftsSigns of improving fundamentals after a mild earnings recessionThe impact of new small-business tax cuts on growth and jobsThe case for quality stocks in a late-cycle environmentGlobal opportunities in value and emerging-market equitiesKey Takeaway:Rotation and selectivity — not just momentum — will shape the next leg of this market.Visit us at dantesoutlook.com

LurjCast – Mikael Margaryan – Investments Without Risk, Impact of AI on the Financial MarketՄեր հյուրը Cube Invest ներդրումային ընկերության ղեկավար Միքայել ՄարգարյանըԶրույցի ընթացքում քննարկում ենք, թե ինչպե՞ս ներդրում անել խելացի ձևով, որոնք են ներդրումների հիմնական ռիսկերը և հնարավորությունները Հայաստանի շուկայում, ո՞րն է միջին վիճակագրական հայ ներդրողը և ինչպես է ձևավորվում ներդրումային մշակույթը։Անդրադառնում ենք նաև Cube Invest-ի ներդրումային մոտեցմանը, ոսկու՝ որպես ներդրումային գործիքի կայունությանը, ոլորտային ներդրումներին, AI գործիքների կիրառությանը ֆինանսական որոշումներում, ինչպես նաև ներդրողի հոգեբանությանն ու ճիշտ ուղղորդման կարևորությանը։ArmComedy թիմը ներկայացնում է ԼուրջCast

We'd love to hear from you. What are your thoughts and questions?In this enlightening conversation, Attorney Blake Harris discusses the intricacies of offshore trusts and their advantages over domestic trusts. He shares his journey into the world of international asset protection, emphasizing the importance of understanding the differences between offshore and domestic trusts. Harris addresses common misconceptions about offshore trusts, highlighting their legitimacy and the regulatory frameworks that govern them. He also outlines who should consider setting up an offshore trust and the benefits of doing so, particularly for individuals with significant assets. The discussion further delves into the complexities involved in managing offshore trusts, including reporting requirements and the importance of choosing the right jurisdiction, with a focus on the Cook Islands as a preferred location for asset protection. Harris concludes by addressing the ethical considerations surrounding asset protection planning, advocating for proactive measures to secure one's financial future.Main Points:Offshore trusts provide greater asset protection than domestic trusts.The Cook Islands is a leading jurisdiction for offshore trusts.Understanding the complexities of offshore trusts is crucial for effective asset protection.Clients should consider offshore trusts if they have significant assets to protect.The cost of setting up an offshore trust can be justified by the long-term benefits.Networking and relationships are vital in the offshore trust industry.Regulatory frameworks in offshore jurisdictions can be more robust than in the U.S.Ethics in asset protection planning emphasize the importance of being proactive.Reporting requirements for offshore trusts are manageable with proper guidance.Education and awareness are key to dispelling myths about offshore trusts.Main Points:https://www.linkedin.com/in/blake-harris-08a106b/Tiktok & instagram-@blakeharrislawblake@blakeharrislaw.comhttps://blakeharrislaw.com/

From corporate executive to wealth and wellness visionary, Nancy Griffin's journey is a powerful example of what happens when women choose courage over comfort and clarity over perfection.In this episode, I sit down with Nancy, the founder of Women, Worth & Wellness®, to talk about the deep connection between health, wealth, and self-worth. Nancy's story began in the corporate world at Procter & Gamble, where she climbed the ranks but felt the pull toward something more meaningful. Her decision to leave corporate life and eventually create a space where women could lead, give, and grow with confidence has since impacted countless lives.What I love about Nancy's story is how honest she is about the turning points that shaped her. She speaks candidly about the advice that once held her back, the glass ceilings she pushed through, and the moment she realized that courage was the key to everything. From running for political office to stepping into entrepreneurship, Nancy shows us that reinvention is not just possible but essential for women who want to lead on their own terms.Throughout our conversation, Nancy shares practical wisdom that every woman should hear. She reminds us that wealth management is not simply about investments but about stewardship, confidence, and understanding the bigger picture of your life. Whether she's explaining how to build trust with advisors, start saving with whatever you have, or integrate health and wealth as one holistic journey, her insights are grounded, empowering, and deeply human.Nancy's perspective is a beautiful reminder that courage is the bridge between self-worth and success. This conversation will inspire you to step into your power, make bold financial decisions, and care for yourself as your greatest asset.Tune in to hear Nancy's incredible story and learn how to lead and live with more purpose, confidence, and joy.Chapters 

Ted speaks with Charles Ochello and  Morgan Lemaitre about the evolving landscape of luxury real estate in Park City and Deer Valley, highlighting the collaboration among local leaders, the economic trends influencing the market, and the significance of brand loyalty and asset security. They explore the unique attributes of Utah's natural resources and the community's commitment to strategic planning for future growth, particularly in light of the upcoming Olympics.TOPICS DISCUSSED01:10 Introduction and Personal Anecdotes03:47 Event Overview and Insights06:52 Economic Trends and Global Perspectives09:58 Luxury Market Evolution and Consumer Expectations12:39 The Future of Luxury in Park City15:32 Brand Loyalty and Market Dynamics19:44 The Trust Factor in Luxury Brands22:18 Collaboration and Government Support in Utah24:14 The Entrepreneurial Spirit of Utah26:36 Asset Security in Luxury Real Estate29:24 The Role of Iconic Brands in Real Estate32:09 The Shift Towards Legacy Investments35:13 The Importance of Land and Lifestyle in Utah38:02 The Future of Luxury and Community Planning CONNECT WITH GUESTCharles Ochello and  Morgan LemaitreVitruvius Built WebsiteCharles LinkedInMorgan LinkedInPark City Wealth Advisors WebsiteKEY QUOTES FROM EPISODE"This is where luxury meets growth.""Scarcity drives the luxury market.""The collaboration in Utah is palpable."