Podcasts about Wealth management

Most advisors go into a transition focused on the upfront money. Very few are prepared for everything that happens after they walk out the door. Some surprises are good ones. Clients move faster than expected. Assets go up, not down. The income jump is real. But there are also things advisors consistently underestimate, overlook, and wish they had negotiated differently. In this episode of Advisor Talk, Frank LaRosa and Stacey Frank do a post transition breakdown of the things advisors wish they had known going in, including what they underestimate about client loyalty, what they leave on the table in negotiations, and the operational realities that no one warns them about until it is too late. Frank also breaks down the shrink to grow concept, why payout structure matters more than the upfront check long term, and why the first 30 days of a transition can make or break the entire move. Frank and Stacey also discuss what separates advisors who have a smooth transition from those who struggle, and why the more preparation you put in before the move, the less stress you will face after it. Questions answered in this episode include: How many clients do financial advisors actually retain when they switch firms? What do advisors consistently underestimate when making a move? Should a financial advisor negotiate payout or upfront money? What is the shrink to grow concept in financial advisor transitions? What operational issues do advisors face in the first 30 days after a transition? How should a financial advisor prepare their support staff before making a move? What should advisors ask firms to include in their transition support package? Chapters: 00:00 – What Advisors Wish They Knew Before Leaving 01:07 – Welcome to Advisor Talk 02:26 – The Biggest Surprise: Client Loyalty Is Stronger Than You Think 09:01 – The Income Jump Is Real: What the Math Actually Looks Like 12:50 – What Advisors Wish They Negotiated Differently 15:41 – Shrink to Grow: Why Not Every Client Should Come With You 18:13 – Operational Realities Nobody Warns You About 23:54 – How to Reach Frank and Stacey Learn more about Elite and our resources: Elite Consulting Partners | Financial Advisor Transitions https://eliteconsultingpartners.com Elite Marketing Concepts | Marketing Services for Financial Advisors https://elitemarketingconcepts.com Elite Advisor Successions | Advisor Mergers and Acquisitions https://eliteadvisorsuccessions.com JEDI Database Solutions | Technology Solutions for Advisors https://jedidatabasesolutions.com Elite Wealth Management Insights Report https://eliteconsultingpartners.com/insight-report Listen to more Advisor Talk episodes https://eliteconsultingpartners.com/podcasts/

On the Money Meets Medicine podcast, Dr. Jimmy Turner and Justin Harvey answer three listener questions. First, they discuss 457 plans and how to determine if you should be participating in yours, including the three questions to answer to figure it out in your situation. They alos discuss if doctors should have emergency funds and, if so, how large they should be. Finally, they chat about investing bonus money: invest it all in at once? Or let it trickle in through dollar-cost averaging (DCA)?Resources for this episode: Every doctor needs own-occupation disability insurance. Get a quote from Money Meets Medicine Disability Insurance, co-founded by host Dr. Jimmy Turner. Are you looking for a new accountant? Check out Gelt, the tax strategy team that Jimmy Turner personally uses. Use this link to get 10% off Gelt's services the first year you work with them. Looking to increase your financial literacy, but not sure where to start? Get a free copy of Dr. Jimmy Turner's best-selling book, The Physician Philosopher's Guide to Personal Finance. IRS guide on differences between governmental and non-governmental 457 can be found here. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Welcome back to the Alt Goes Mainstream podcast.We were live from iCapital Connect's conference in Phoenix, where we sat down with some of the industry's leaders across asset management and wealth management.We spoke with Ava Mallin, Managing Director, US Private Wealth Solutions at Ardian.Ava brings a distinctive approach to how she works with the wealth channel. She emphasized that asset managers should treat capital as a client's legacy rather than “just dollars.” Speaking of legacy, Ardian is a firm with a rich legacy. The firm was born in 1996, when AXA's Chairman, Claude Bébéar, chairman of AXA, asked Dominique Senequier to create a private equity arm for the insurer. And so AXA Private Equity was born. The firm's first fund launched with a $100M French Buyout fund and two external clients.Today, Ardian stands tall as a giant in private markets, spanning asset classes and managing over $200B AUM.As a firm that provides investment solutions and customized strategies, Ardian thinks deeply about the breadth and depth of its relationships with LPs. Ava brings this perspective to bear in the wealth channel, which was evident in our conversation.Ava shared how she brings a uniquely human perspective to fundraising and partnering with the wealth channel. She believes managing money is managing emotion, which is critical for GPs to understand how wealth advisors manage their relationships with clients.We had a fascinating conversation, covering: The importance of understanding the human and emotional side that it takes to build enduring partnerships with LPs.Why US LPs have a growing interest in diversification and want exposure to Europe.Why secondaries is a partnership business with LPs and GPs.The importance of educating the wealth channel on private markets.Why Ardian prefers the term “evergreen” over “semi-liquid.” Why GPs should work with the wealth channel only if they have true commitment to the channel and top-down support from senior leadership.BioAva Mallin joined Ardian in 2022. She is responsible for Private Wealth relationships in the US. Prior to joining Ardian, she spent seven years at Carlyle in their Private Wealth group. She is based in New York.Thanks, Ava, for sharing your wisdom, expertise, and passion for how you approach working with the wealth channel and your focus on EQ as part of building relationships with advisors that enable them to treat their clients' capital as legacy. Show Notes00:00 Live From iCapital Connect00:23 A Message From Ultimus Fund Solutions01:21 Meet Ardian's Ava Mallin01:48 Money And Emotion03:11 Ardian Culture And Fit03:45 Secondaries Partnership Model04:45 Building US Wealth Business05:59 Evergreen Liquidity Mindset07:26 Educating Advisors And Clients09:02 Brand And Leadership Support10:13 Authenticity In Sales11:28 Listening And Curiosity12:29 Just Because You Can, Doesn't Mean You Should13:31 Getting Firmwide Buy In14:11 Wealth Channel Challenges14:47 Closing ThoughtsA Word from Our Sponsor, UltimusThis episode of Alt Goes Mainstream is brought to you by Ultimus, the full-service fund administrator and transfer agent powering asset managers in private and public markets. As alts go mainstream, you need real expertise to handle complex fund structures, connect with key distribution partners, and handle sophisticated compliance, reporting, and transparency demands.That's Ultimus: high-tech, high-touch solutions for over 450 clients and 2,500 funds with $775B in assets under administration. Backed by an expert team of over 1,200 employees, they place client service at the core of their business, helping you navigate complexity during your fund structuring or launch and then supporting you through every stage of growth. Whether you're already in the market or thinking about entering private wealth, you can trust their team's deep expertise in retail alternatives to help you reach your goals.Learn more at ultimusfundsolutions.com or email info@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Editing and post-production work for this episode was provided by The Podcast Consultant.

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

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

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

I really enjoyed hosting this Alpha Exchange discussion with Ulrike Hoffmann-Burchardi, CIO for the Americas and Global Head of Equities at UBS Global Wealth Management. Ulrike has had a long career in markets, having spent nearly 25 years at Tudor Investment Corporation working across quantitative macro and global tactical asset allocation before joining UBS. We begin with Ulrike's academic background in economics, political science and financial econometrics and the path that ultimately brought her from academia to Tudor. She reflects on the culture created by Paul Tudor Jones and several lessons that stayed with her throughout her career: the importance of respecting trends, sizing positions appropriately, understanding liquidity and recognizing that while markets continually evolve, the human emotions driving them remain remarkably consistent. We then turn to portfolio construction at UBS, where Ulrike and her team combine three distinct lenses: macro, bottom-up fundamentals and structural trends. Within that structural framework, they are focused on three transformational opportunities—artificial intelligence, power and resources, and longevity. We discuss how AI connects all three and why the enormous capital expenditure associated with its development is increasingly becoming a macro factor in its own right. Ulrike walks us through the potential bottlenecks to the AI buildout, from electricity and grid capacity to permitting, turbines and transformers, as well as the possibility that monetization fails to keep pace with investment. We also explore opportunities across the AI value chain, including semiconductors, power, industrials, materials and healthcare. Lastly, we discuss hidden correlations and why portfolios that appear diversified across traditional asset classes may share common underlying exposures. I hope you enjoy this episode of the Alpha Exchange, my conversation with Ulrike Hoffmann-Burchardi.

John Bowman, CEO of CAIA Association, returns to Alternative Allocations to discuss the ideas behind his groundbreaking report, "The World Rewired", and what they mean for the future of investing. Tony and John explore how AI is reshaping investment firms, how private markets are becoming increasingly accessible to individual investors, and what the rise of evergreen funds, tokenization, and the growing opportunity for private markets in retirement portfolios means for advisors and clients alike. They also examine the increasing convergence of public and private markets, the changing role of investor education, and why systems thinking—not just technical expertise—will define the next generation of investment professionals.  John was appointed CEO for the CAIA Association in January 2025. He has devoted 30 years to the asset management industry to recover the narrative of the value that the investment profession brings to society. He is a staunch public advocate for market integrity, long-termism, investor outcomes, diversity, human dignity and educational standards, as necessary ingredients to building a sustainable and healthy profession. John previously served as Managing Director for the Americas for CFA Institute, a region comprised of 40+ countries from Canada, the U.S., Central America, South America and the Caribbean. Before that, John was a portfolio manager for non-US equity strategies at both Boston Company and SSgA for several years. John is a prolific, speaker, writer and commentator, frequently keynoting industry conferences and appearing in investment and business publications such as the Wall Street Journal, The New York Times, Pension and Investments, Financial Advisor, The Independent, Wealthmanagement.com and CNBC. Bowman earned a BS in Business Administration from Mary Washington College and is a CFA charterholder.   Resources: John L Bowman, CFA | LinkedInCAIA - Chartered Alternative Investment Analyst AssociationFranklin Templeton Private MarketsTony Davidow, CIMA® | LinkedIn

While many dream of retiring at a young age, very few people are able to do so. According to the Center for Retirement Research, the average American man will retire at age 64, while the average woman will retire at 62. So how achievable is early retirement? In this episode of Regions Wealth Podcast, Wealth Planner Wyeth Greene shares planning tips and considerations for those hoping to retire before the age of 60.  

What would you do if a six-figure inheritance suddenly landed in your lap? In this episode, Brandon Bowen discusses common inheritance decisions and the different considerations that can arise depending on your age and stage of life. He shares real-world examples of families navigating inherited assets, explores potential pitfalls such as leaving money idle or making rushed financial decisions, and explains how debt reduction, income planning, investing, and tax considerations may fit into a broader retirement strategy. Learn why having a plan can be especially important when an inheritance becomes part of your financial picture. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Managing money shouldn't be complicated—but for many high earners, the traditional wealth management system feels more like a maze than a roadmap to success. In this episode of The Greatness Machine, Darius sits down with Adam Dell, founder of Domain Money, to explore how financial planning can be simplified for high-earning professionals. Adam shares insights on why traditional wealth management often falls short, the importance of a clear financial roadmap, and how Domain Money is transforming the industry with a transparent, flat-fee approach. In this episode, Darius and Adam will discuss: (00:00 Introduction to Adam Dell and His Journey (04:45) The Evolution of Entrepreneurship (10:12) Navigating Exits and Corporate Transitions (14:58) The Importance of Feedback and Iteration (19:55) Diverse Ventures and Problem Solving (24:50) Wealth Management and Domain Money's Mission (27:20) The Evolution of Wealth Management (30:06) Understanding Domain Money's Target Audience (33:47) Differentiating Domain Money from Traditional Advisors (40:11) The A La Carte Approach to Financial Planning (44:55) Navigating Investment Decisions and Market Trends (49:12) Future Aspirations for Domain Money Adam Dell is the Founder and CEO of Domain Money and a serial entrepreneur with four successful exits, including Clarity Money (Goldman Sachs), MessageOne (Dell), Buzzsaw (Autodesk), and Civitas Learning (Francisco Partners). Previously a partner at Goldman Sachs, he led product development for Marcus by Goldman Sachs, launching Marcus Invest, Marcus Checking, and Marcus Insights. Adam has also served as an adjunct professor at Columbia Business School and the University of Texas School of Law. He holds a B.A. from Tulane University and a law degree from the University of Texas. Connect with Adam: Website: https://www.domainmoney.com/  LinkedIn: https://www.linkedin.com/in/adamdell/  Twitter: https://x.com/adamdell  Connect with Darius: Website: https://therealdarius.com/ Linkedin: https://www.linkedin.com/in/dariusmirshahzadeh/ Instagram: https://www.instagram.com/imthedarius/ YouTube: https://www.youtube.com/@Thegreatnessmachine  Book: The Core Value Equation https://www.amazon.com/Core-Value-Equation-Framework-Limitless/dp/1544506708 Write a review for The Greatness Machine using this link: https://ratethispodcast.com/spreadinggreatness.

We'd love to hear from you. What are your thoughts and questions?Retirement planning is often viewed as a math-based finish line, but Patrick Negado argues it is truly an emotional journey requiring a shift from accumulation to intentional structure. This episode explores how to build a lasting retirement plan that prioritizes guaranteed income and personal vision, ensuring long-term financial peace and meaningful legacy.Main Points:Transition your financial mindset from aggressive accumulation to strategic distribution once you approach retirement.Implement the “Canoe in the Current” framework to cover monthly essentials with guaranteed income while letting investments handle discretionary spending.Create a “Retirement Vision Statement” to align your financial structure with your personal goals and family values.Mitigate market volatility risks by using time-segmented investment strategies rather than simply scaling back on equity exposure.Communicate your financial philosophy to family members early to prevent future mismanagement of inherited assets.Connect with Patrick Negado:pnegado@gmail.comcanoeandcurrentwealth.comwww.linkedin.com/in/patrick-j-negado-chfc®-ricp®-711701https://www.facebook.com/profile.php?id=61577955493266

Five of Elite's top producers sat down together in Cancun to talk about what actually makes this job matter. Frank goes around the table asking each consultant what they enjoy most about the work. Tricia talks about relationships and education, Julie compares every advisor conversation to solving a puzzle, Stacey points to the reward of bringing advisors accurate information in an industry full of misconceptions, Bruce talks about the value of being authentic and getting to know clients on a personal level and Dom shares how twenty-five years as a wholesaler let him rekindle old relationships in a brand new context. Tricia opens up about how eye opening the tax side of W2 versus 1099 was once she crossed over to this side of the business and why she likes to show advisors both paths so they can learn something new about their own business along the way. Bruce lays out a universal truth, that most financial advisors only understand the world inside their own firm and explains why a twenty thousand foot view changes everything. Dom breaks down why even advisors with decades of relationships still benefit from a genuinely objective third party. Stacey shares her go-to answer for advisors who ask why they should work with her over someone they already know and introduces one of the firm's guiding beliefs, that the right answer always surfaces. Frank closes with his Tom Brady analogy for why even elite performers rely on an agent instead of going it alone. The panel wraps by weighing in on whether the industry is shifting back toward W2 structures, especially for advisors nearing retirement who are being offered deals north of four hundred percent. Questions answered in this episode include: What do Elite's consultants enjoy most about helping financial advisors? What does it mean to be authentic with a client instead of just closing a deal? Why do advisors who already have industry relationships still need a consultant? What is the universal truth most financial advisors don't realize about their own knowledge? Why does the right answer always surface during the due diligence process? Is the financial advisor industry shifting back toward W2 firms? Should advisors ignore the money when it comes to major transition deals? Chapters: 00:00 Introduction: Inside the Chairman's Trip 02:17 What Every Consultant Loves About This Work 04:27 What Sets a Real Consultant Apart 04:51 Rekindling Relationships as a Former Wholesaler 12:21 The Universal Truth About Financial Advisors 15:40 Why the Right Answer Always Surfaces 23:06 Is the Shift Back to W2 Real 30:34 How to Reach the Elite Team Meet the panel: - Frank LaRosa, Chief Executive Officer: frank@eliteconsultingpartners.com | 856-316-4651 - Stacey Frank, Chief Revenue Officer and Executive VP of Sales: stacey@eliteconsultingpartners.com | 856-816-6322 - Bruce Fox, Private Client Consultant: bruce@eliteconsultingpartners.com - Domenic Diele, Senior Business Consultant: dle@eliteconsultingpartners.com - Tricia Fischer, Private Client Consultant: 703-395-1147 - Julie Mizerany, Private Client Consultant: julies@eliteconsultingpartners.com Resources: - Elite Consulting Partners: https://eliteconsultingpartners.com - Elite Marketing Concepts: https://elitemarketingconcepts.com - Elite Advisor Successions: https://eliteadvisorsuccessions.com - JEDI Database Solutions: https://jedidatabasesolutions.com - Elite Wealth Management Insights Report: https://eliteconsultingpartners.com/insight-report - Listen to more: https://eliteconsultingpartners.com/podcasts/ - LinkedIn: https://www.linkedin.com/company/elite-consulting-partners/

Shane is joined by BKFi tax manager Tiffini Parker for a jam-packed half episode covering AI compute markets, Stripe's singularity announcement, wealth management's cash hoarding problem, South Korean dating culture, and a Reddit question that every financial advisor will have opinions about. They kick off with AI computing power becoming a tradable futures contract at the CME, what that actually means for transparency in the compute market, and why Stripe buried a four-page memo about the singularity inside an acquisition announcement. Then it's on to the Wall Street Journal's $3 trillion problem — why investors are keeping too much cash in money market funds and why advisors can't seem to convince them otherwise. They also cover the dating scene in South Korea, being completely overtaken by Samsung chip engineers and what massive AI-era bonuses are doing to the marriage market, Spirit Airlines' flight attendant data privacy fight against Google's bankruptcy bid, and close with a Reddit question from a $17 million net worth individual who sold his company and wants to know if he should hire a financial advisor. Shane and Tiffini have thoughts. Topics covered: AI computing power becomes a tradable futures contract at the CME Stripe says the singularity has started and acquired OpenRouter for billions Wealth management's $3 trillion cash hoarding problem and why advisors are losing the battle Investment-grade bonds, munis, and what advisors are actually recommending South Korea's dating scene is now dominated by Samsung chip engineers Spirit Airlines flight attendants fight to keep their data out of Google's bankruptcy bid Reddit: $17 million net worth, recent company sale, should I hire a financial advisor? Timestamps: 00:00 Intro, welcome back, Tiffini Parker 02:30 AI computing power is now a tradable futures contract at the CME 05:30 Stripe says the singularity has started and acquired OpenRouter for billions 09:00 Stripe's valuation, the potential PayPal acquisition, and why it built for AI by accident 12:00 Wealth management's $3 trillion cash hoarding problem 15:00 Why investors don't trust advisors and what it would take to change that 17:30 South Korea's dating scene is now dominated by Samsung chip engineers 21:30 Spirit Airlines flight attendants fight to keep their data out of Google's bankruptcy bid 26:00 Reddit: $17 million net worth, should I hire a financial advisor? 30:00 Why 50 bps is probably worth it and what this person actually needs

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 hereYou've built real wealth—but how do you know your corporate cash, investments, taxes, and financial structures are actually working together as efficiently as they could?For incorporated business owners and high-income Canadians, building wealth is only part of the challenge. Retained earnings can sit idle, passive income can create major tax drag, and disconnected advice from accountants, lawyers, and investment professionals can leave costly gaps that no one is responsible for spotting. This episode explores why having substantial assets doesn't necessarily mean your wealth is optimized—and why liquidity, tax efficiency, and coordination matter just as much as the numbers on your statements.You'll discover:How to spot hidden inefficiencies across your financial picture by looking at corporate assets, personal wealth, liabilities, cash flow, and protection together—not in isolation.Why access to capital matters as much as net worth, especially when withdrawing or deploying corporate funds could trigger significant taxes.How coordinated planning can uncover high-leverage opportunities involving compensation, retained earnings, investment structures, tax efficiency, and estate planning that individual advisors may overlook.Press play now to learn how to evaluate whether your wealth is truly optimized—and where the biggest opportunities may be hiding in your financial plan.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle if you've been……taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.For Canadian business owners, true wealth optimization goes far beyond choosing a few investment strategies—it requires a coordinated Canadian wealth plan that connects personal and corporate assets, cash flow, retained earnings, taxes, insurance, and long-term goals. A holistic wealth review can uncover opportunities for greater tax efficiency, smarter asset restructuring, stronger corporate wealth planning, and more effective personal vs. corporate tax planning, including decisions around salary vs. dividends in Canada, RRSP optimization, optimizing RRSP room, passive income planning, and corporate structure optimization. By creating better financial systems for entrepreneurs, Canadian business owners can evaluate corporation investment strategies, improve liquidity, reduce unnecessary tax exposure, strengthen business owner tax savings, and build a clearer path toward financial independence in Canada and lasting financial freedom. The right approach to wealth management can also bring together tax-efficient investing, financial diversification, capital gains strategy, retirement planning, estate and legacy planning in Canada, and a practical investment bucket strategy designed to keep capital accessible while supporting long-term growth. Ultimately, effective Canadian tax strategies, thoughtful financial vision setting, and integrated wealth-building strategies in Canada can help entrepreneurs turn complex finances into a more intentional plan for retirement, family security, and building long-term wealth in Canada.Ready to connect? Text us your comment including your phone number for a response!If you listen to podcasts like The Rational Reminder with Ben Felix & Cameron Passmore, The Canadian Investor, The Canadian Real Estate Investor, Build Wealth Canada with Kornel Szrejber, ChooseFI with Jonathan Mendonsa & Brad Barrett, Afford Anything with Paula Pant, The Ramsey Show with Dave Ramsey, BiggerPockets Money, The Money Guy Show with Brian Preston & Bo Hanson, Invest Like the Best with Patrick O'Shaughnessy, Masters in Business with Barry Ritholtz, The Wealthy Barber Podcast with David Chilton, Financial Audit with Caleb Hammer, In the Money with Amber Kanwar, The Loonie Hour with Steve Saretsky, or More Money Podcast with Jessica Moorhouse — we're confident you'll enjoy Canadian Wealth Secrets too.Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

This week, Jack Sharry talks with Mike Perry, Head of Client Solutions and Wealth Management at Guardian Life. With leadership experience spanning Guardian, Nuveen, UBS, and Merrill Lynch, Mike has spent his career helping firms evolve their wealth management strategies while expanding access to comprehensive financial planning. Jack and Mike discuss Guardian's protection-first philosophy and why holistic planning begins long before retirement. They explore the firm's “living balance sheet” framework, the growing importance of strategic partnerships, Guardian's investment in Avantos, and why AI is best viewed as a tool that helps advisors deepen client relationships—not replace them. In this episode: (00:00) - Intro (02:24) - Mike's path to Guardian Life  (05:09) - The evolution of separately managed accounts (07:38) - Guardian's protection-first planning philosophy  (11:20) - The “living balance sheet” approach to holistic advice  (13:28) -  Why Guardian rebranded Park Avenue Wealth Management  (16:23) - Why Guardian invested in Avantos  (18:48) - AI as a force multiplier for advisors (20:51) - Why strategic partnerships accelerate innovation  (23:01) - Mike's key takeaways (27:51) - Mike's interest outside of work Quotes "What clients need is trusted advice from an advisor. So, the real engagement, where trust gets built, and problems are solved, is in that back-and-forth planning discussion with the end client." ~ Mike Perry "Our opportunity here is protection first, because we're engaging clients earlier in their lives and marrying it with a much broader set of questions and client engagement across all of our planning." ~ Mike Perry "Innovation has to be a constant thing you focus on, because across financial services, one day you may provide something at less cost, but it's immediately replicated. So you need to keep doing that." ~ Mike Perry Links  Mike Perry on LinkedIn Guardian Life Nuveen UBS Merrill Lynch eMoney Advisor Park Avenue Wealth Management Avantos Vanguard  BlackRock Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

What happens if the market stumbles just as you’re preparing to live on your savings? Kevin Madden explores the balance between growth, risk management, and creating reliable retirement income. The conversation covers why some investors seek alternatives to stock market volatility, how guaranteed income strategies fit into retirement planning, and the importance of knowing whether your savings can support a long retirement. Kevin also discusses preparing for unexpected early retirement, building confidence through income planning, and navigating family conversations about inheritance, legacy goals, and financial expectations. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.

High-income earners don't have to look poor to be rich. In this episode, Dr. Preston Cherry pushes back on the "look poor to get rich" trope and unpacks why it's overused, overstated, and often rooted in shame-based spending advice.If your money, values, and plan are aligned, you should be able to spend in ways that reflect who you are without guilt or explanation. Dr. Cherry traces where the "look poor" mindset came from, why frugality only works when it matches your personality and values instead of becoming a moral performance, and why chronically underliving your means can quietly become its own form of financial and emotional harm, one that often surfaces later in retirement when people can't turn off the savings switch.He separates spending to impress others from intentional spending that supports identity and well-being, and reframes the real question from "Can I afford this?" to "Does this support who I am and my plan?" Aligned spending isn't about the dollar amount. It's about whether your money reflects your actual values.Not sure if you have the financial flexibility to choose what's next? Take the Gen X Financial Flexibility Scorecard. Free, two minutes: https://concurrentfp.typeform.com/genx-scorecardReady to talk through your own plan? Schedule a Financial Clarity Consultation: https://www.concurrentfp.com/schedule/Until next time, we'll chop soon.The Financial Harmony™ Podcast is produced by Concurrent Wealth Management. Dr. Preston Cherry, CFP®, Ph.D., is the founder and a dollar-based flat-fee fiduciary financial advisor based in Houston. He works directly with high-income Gen X professionals and oil and gas executives on retirement, tax, and investment decisions through comprehensive financial planning and integrated investment management.Learn more at concurrentfp.com

DO YOU HAVE THE RIGHT FINANCIAL ADVISOR FOR RETIREMENT? WATCH ON YOUTUBE Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager Tessa Hall Media and Communications Specialist About This Episode The financial advisor who was right for you 10 or 20 years ago may not be the right fit for your financial life today. As wealth grows and retirement approaches, financial decisions often become more complex. In this episode of Healthy, Wealthy & Wise, Tessa Hall speaks with Sandy Hornor, Managing Director of Wealth Management at BWFA, about how to evaluate your current financial advisor. They discuss trust, communication, comprehensive financial planning, tax strategy, fees, and whether your advisor has grown alongside your needs. Sandy also shares one revealing question to consider: if you were starting over today, would you hire the same advisor again? Explore how BWFA can help you plan for your financial future by visiting our Financial Planning page. Frequently Asked Questions About Changing Financial Advisors How do you know when it’s time to change financial advisors? It may be time to consider changing financial advisors when your current relationship no longer meets the complexity of your financial life. As retirement approaches, your needs may expand beyond investment management to include retirement income, Social Security, taxes, health care, and estate planning. An advisor who was appropriate earlier in life may not provide the comprehensive guidance you need today. What should you expect from a financial advisor as you approach retirement? A financial advisor should help you understand how your investments fit within a broader retirement plan. That may include determining how much you can sustainably spend, planning for Social Security and health care, evaluating taxes, and updating your financial plan as circumstances change. The advisor should also communicate proactively rather than relying solely on scheduled meetings. Should your financial advisor coordinate your investments, taxes and estate planning? Financial decisions should be evaluated across investments, financial planning, taxes, and estate planning because a decision in one area may affect the others. For example, an investment decision can create tax consequences, while estate planning decisions can affect how assets are managed or transferred. BWFA uses a coordinated approach that brings these areas together and, at the client’s request, works with the client’s estate planning attorney. What questions should you ask when evaluating your current financial advisor? Consider whether you trust your advisor, receive proactive communication, understand your fees, and have an updated written financial plan. You should also consider whether your advisor has grown with your financial needs and whether your family knows who to contact if something happens to you. One final question may be particularly revealing: If you were choosing a financial advisor today, would you hire the same person again?

In Part 1 of this conversation, Timothy P. Pope, CFP, started with the first step in tax planning: understanding what the tax number actually means. If you missed that episode, stream it here:In this following part, Tim continues the tax conversation by moving from deductions to longer-term planning, exploring taxable brokerage accounts, investment tax efficiency, tax-loss harvesting, embedded capital gains, and why pilots may benefit from looking beyond a single tax return.He also discusses how taxes can shift across a pilot's career, from early airline years and upgrades to peak earning years, retirement, Social Security, pensions, and future required distributions.The focus is on understanding what can be controlled, what may simply be deferred, and how today's decisions can affect the household's long-term after-tax picture.Get more insights and takeaways from this episode on our newsletter article!If you're enjoying Pilot's Portfolio and finding these conversations helpful, we'd really appreciate a 5-star review on your podcast platform of choice. It helps more professional pilots and their families discover the show:- Apple Podcasts: https://podcasts.apple.com/us/podcast/pilots-portfolio/id1718915375- Spotify: https://open.spotify.com/show/5p2Tkf16Q9lV693lHV4Zo9Have a question you'd like Tim to address, or want to explore how 360 Aviation Advisors helps professional pilots plan around taxes, retirement, investments, and life transitions?Schedule An AppointmentOur Practice's WebsiteContact Us: info@pilotsportfolio.comThis episode is sponsored by: Beacon RelocationTimothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment advisory firm. Investment advisory services are provided through 360 Aviation Advisors, in its separate and individual capacity as a registered investment adviser. Podcast episodes are provided through Pilot's Portfolio, in its separate and individual capacity.We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. We assume no responsibility for information contained on this website and disclaim all liability in respect of such information, including but not limited to any liability for errors, inaccuracies, omissions, or misleading or defamatory statements.Links to external websites are provided solely for your convenience. We accept no liability for any linked sites or their content and remind you that we have no control over their content. When visiting external web sites, users should review those websites' privacy policies and other terms of use to learn more about, what, why and how they collect and use any personally identifiable information.Usage of this content constitutes an explicit understanding and acceptance of the terms of this disclaimer. 

Frank LaRosa is literally getting a text about this exact scenario while recording this episode. Frank opens with a real client story, an advisor in his mid to late sixties who has spent a year and a half weighing a full sale against a transition. The multiples sound incredible on paper, ten, twelve, even fourteen times EBITDA but once junior partners, payout structures and sell and stay scenarios come into play, the math gets a lot more complicated than the headline number suggests. Stacey brings in the psychology most advisors never plan for. She explains why so many get stuck at the altar right before retirement, not because the numbers do not work but because their identity and purpose are tied up in the business and they are not ready to let that go. That is where Frank's trademarked concept, dual monetization, comes in. Instead of selling outright, an advisor can transition to a new firm today to unlock a major payout, then set up a succession plan or sale into that same firm years later. Stacey adds important context here, pointing out that transition deals sitting at twenty to sixty percent of trailing twelve just a few years ago are now regularly exceeding one hundred percent. Frank also explains how this same strategy applies to advisors who want to pass their practice down to a son, daughter, or longtime junior partner without forcing them to come up with cash out of pocket and shares a blunt piece of advice about not letting attachment to a specific custodian cost you millions of dollars. The episode closes with a story that sticks with you, a friend of Frank's who left ten million dollars on the table because his junior partners were not willing to do the work required to make one last move. Stacey wraps things up with the reminder that the hardest part of any transition is rarely the mechanics, it is figuring out who will actually take over your clients the way you have for your entire career.   Questions answered in this episode include: What is a one last move for a financial advisor nearing retirement? What is dual monetization and how does it apply to a transition instead of a sale? Why do many financial advisors struggle to actually retire? How much have financial advisor transition deals grown in the last few years? Can a financial advisor pass their practice to a child or junior partner without a traditional loan? Should switching custodians affect a financial advisor's decision to move firms? What is the biggest hurdle for financial advisors thinking about succession?   Chapters: 00:00 Introduction: The One Last Move 01:33 What Is the One Last Move 03:39 Redefining Retirement and Purpose 05:37 Introducing Dual Monetization 11:33 Passing the Business to the Next Generation 19:16 Think Before You Sign 20:19 The Ten Million Dollar Lesson 25:20 How to Reach Frank and Stacey   Learn more about Elite and our resources: - Elite Consulting Partners: https://eliteconsultingpartners.com - Elite Marketing Concepts: https://elitemarketingconcepts.com - Elite Advisor Successions: https://eliteadvisorsuccessions.com - JEDI Database Solutions: https://jedidatabasesolutions.com - Elite Wealth Management Insights Report: https://eliteconsultingpartners.com/insight-report - Listen to more: https://eliteconsultingpartners.com/podcasts/ - LinkedIn: https://www.linkedin.com/company/elite-consulting-partners/

Michael Kitces has spent years studying what drives satisfaction among financial advisors, going beyond firm performance metrics to focus on personal wellbeing and career fulfillment. His latest research, the 2025 Advisor Wellbeing Study, reveals how advisor happiness has shifted in recent years and what factors are shaping those changes. Drawing from responses across the industry, the study highlights both encouraging trends and emerging concerns. One of the most notable findings is that overall advisor wellbeing has improved, largely due to more stable work environments and stronger market conditions. But not all advisors are experiencing that progress equally, as younger professionals report lower optimism and a weaker sense of purpose. In this episode of The Healthy Advisor, host Diana Britton speaks with Michael Kitces, Chief Financial Planning Nerd at Kitces.com, about what truly drives advisor wellbeing. He explains how experience, autonomy, compensation structure, and firm dynamics all shape long-term satisfaction and career direction. Key takeaways: How stabilized work environments and rising markets have contributed to improved advisor wellbeing since 2023 Why younger advisors report lower optimism and purpose, especially in firms with outside ownership structures The connection between experience, autonomy, and long-term satisfaction in advisory careers How compensation per hour, not total income, plays a key role in advisor happiness and fulfillment Why staff support and delegation are critical to reducing burnout and improving productivity outcomes Resources: Listen to The Healthy Advisor on Wealth Management Subscribe and listen to The Healthy Advisor on Apple Podcasts Subscribe and listen to The Healthy Advisor on Spotify Kitces Report On What Actually Contributes To Advisor Wellbeing 2025 Financial Advisor Success Podcast by Michael Kitces Connect With Michael Kitces: LinkedIn: Michael Kitces LinkedIn: Focus Partners Wealth Website: Focus Partners Wealth Website: Kitces.com Connect with Wealth Management: Wealth Management LinkedIn: Diana Britton diana.britton@informa.com LinkedIn: Informa LinkedIn: Wealth Management About Our Guest: Michael E. Kitces is the Head of Planning Strategy for Focus Partners Wealth, a private wealth management firm located in St Louis, Missouri, that oversees more than $50 billion of client assets. In addition, he is the co-founder of the XY Planning Network, AdvicePay, fpPathfinder, and New Planner Recruiting, former practitioner editor of the Journal of Financial Planning, and the publisher of the e-newsletter The Kitces Report and the popular financial planning industry blog Nerd's Eye View through his website www.Kitces.com, dedicated to advancing knowledge in financial planning. Michael is also a popular speaker on financial planning and practice management topics, and can be seen presenting at 50-70 regional and national conferences for financial advisors every year. Michael is one of the 2010 recipients of the Financial Planning Association's “Heart of Financial Planning” awards for his dedication to advancing the financial planning profession. In addition, he has variously been recognized as financial planning’s “Deep Thinker,” a “Legacy Builder,” an “Influencer,” a “Mover & Shaker,” part of the “Power 20,” and a “Rising Star in Wealth Management” by industry publications. These awards were presented to honor Michael's active work in the financial planning community. Michael is also a co-founder of NexGen, a community of the next generation of financial planners that aims to ensure the transference of wisdom, tradition, and integrity from the pioneers of financial planning to the next generation of the profession.

About the Guest: Kristin Andree, CFP® With 26 years of financial planning and advisory experience, Kristin Andree is a former Fortune 100 managing director who now serves as the founder of My FA Coach and creator of Advisor Edge. She has coached thousands of top advisors and firms across the industry, though she deliberately takes fewer than a dozen private clients and firms per year — typically those north of $1M in revenue. She's known for her signature philosophy: "know your people, find your people, love them hard." The Four Stages of an Advisor's Business Kristin frames every advisory practice as moving through four stages. Emerge covers the beginning, where advisors build momentum and habits. Elevate is where they start to scale and differentiate, pushing to the next level. Elite marks the shift from simply being an advisor to building real enterprise value, and Exit involves retiring, selling, or transitioning the practice to a successor. Along the way, predictable plateaus appear: the first typically hits around $250K–$350K of revenue, where advisors are working hard but not smart, and the next around $600K, where small tweaks are usually enough to get them past $1M. The Two Biggest Mistakes Advisors Make The first mistake is information overload — ideas are everywhere, but without help sorting through what actually fits your practice, market, and style, execution stalls. The second is trying to be all things to all people, failing to define a niche narrowly enough to stand out from the "sea of sameness." The fix, Kristin argues, isn't more information — it's accountability, implementation, and someone to help you eliminate everything below your minimum acceptable floor. Niche & Differentiation Most advisors can't clearly define who they serve, and "business owner" is far too broad to count. Narrow messaging is what makes an ideal client stumble onto you and think "that's me." The fear of narrowing is real, but when you go hard in your market, the other clients still show up through referrals. This matters more than ever because AI and search are changing discovery — prospects now search by their specific situation, so your messaging has to match to be found. AI in the Modern Practice Kristin uses AI daily for research and industry trend digests, and she built "Pocket Kristin," an AI coaching concierge trained on her frameworks, videos, and coaching, so Advisor Edge members can get answers between sessions. It's deliberately limited — handling practice management and languaging only, never planning, tax, or compliance topics. The real opportunity is time: AI note-takers alone can save advisors roughly 10 hours a week to redeploy toward clients. She sees a great divide in the industry, with some advisors embracing AI while others stay frozen — but as she puts it, it's a "when," not an "if." What AI Will Never Replace What technology can't touch is the human, relationship, and emotional side of advice, including the work of managing fear and greed that's hardwired into our biology. Kristin points to being present for clients in the moments that matter — recalling sitting with her aunt after a loss, where the paperwork took seconds but the human part was everything. AI can surface the strategy, but the advisor still owns implementation, accountability, and trust. The Race to Success Connection Coaching and practice management map directly to OIP's Business Throttle piston. The four growth levers — people, systems, marketing, and technology — all matter, but messaging comes before marketing. The biggest inflection is the seven-figure shift: moving from "best advisor" to business owner and CEO, building something that outlasts you. It all comes back to "slow down to speed up" — growth comes from doing the right, often hardest, things, not simply doing more.   **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@optimizedins.com Optimized Insurance Planning

What is happening in the Ontario farmland market? Are land values still climbing? Who's buying farmland today, and what does the future look like for farm families thinking about buying, selling, or transitioning their operations? In this episode of the Impact Farming Show, we sit down with Cathy Hay, Realtor/Broker with Realty Executives Real Estate Ltd., Brokerage, Eastern Ontario. Cathy specializes in agricultural real estate and has spent years helping farm families navigate one of the biggest financial and emotional decisions they'll ever make. From current market trends to succession planning and preserving family legacies, Cathy shares practical insights every Ontario farm family should hear. In This Episode • Cathy shares her journey into agricultural real estate and her passion for serving farm families. • A look at the current Ontario farmland market and whether conditions are heating up, cooling off, or stabilizing. • The types of farmland buyers are searching for today and how demand is changing. • Recent farmland value trends and what has been driving prices. • Who's purchasing farmland today—from expanding farm families to outside investors. • What is motivating sellers in today's market. • Regional differences across Ontario and how local markets compare. • The impact of higher interest rates on farmland sales and buyer confidence. • Cathy's outlook for the Ontario farmland market over the next 12 to 24 months. • Practical advice for farmers considering buying or selling farmland. • How Cathy helps farm families navigate succession when there isn't a next generation ready to take over. Farmland is much more than a financial asset. It's often a family's legacy. Successfully navigating today's market requires balancing business decisions with long-term family goals. Whether you're expanding your operation, preparing for retirement, or exploring succession options, understanding current market conditions can help you make more informed decisions. Thanks for tuning in, Tracy ………. p.s. FREE Transition Planning Resource eBook: If transition planning is on the horizon for your farm, don't miss downloading our FREE resource guide. https://www.farmmarketer.com/impact_farming_show/free_resources =============================

Welcome back to the Alt Goes Mainstream podcast.We were live from AGM's RIA Field Trip at Franklin Templeton's New York office in Madison Square Park with Franklin Templeton's Head of Private Markets - Americas Wealth Management Dave Donahoo to discuss the nuances of serving the wealth channel.Dave brings the perspective of someone who has seen the wealth channel handle multiple market cycles and an understanding of both traditional and alternative asset management, while always keeping the outcome for the end investor in mind.Dave started his career in the depths of the 2008 financial crisis at T. Rowe Price, where he worked with individual investors. He rose up the ranks of T. Rowe Price and then joined Blackstone as a Principal in the firm's Private Wealth Solutions business before moving to Franklin Templeton as Head of Private Markets - Americas Wealth Management.Unpacking nuances in private markets, Dave discussed why he believes a “family of specialists” with a “narrow scope” is critical for a private markets investment platform and how a traditional asset manager can approach building brand in private markets. We had a fascinating discussion, covering:How Dave's background starting his career working with individual investors has informed how he approaches creating solutions for the wealth channel.Why LPs want to do more with fewer partners and what this means for GPs.Specialists vs. generalists.Why RIAs have “cold call fatigue.”What RIAs want from a product perspective and why differentiation, trust, and proactive client service are top of the list.How asset managers can approach brand-building.The product innovation roadmap and what the path to 401(k) and DC products might look like.Thanks, Dave, for sharing a fascinating window into the wealth channel and for your passion, expertise, and dedication to providing private markets solutions to the wealth channel.Show Notes00:04 Live from Franklin Templeton RIA Field Trip00:07 Meet Dave Donahoo02:31 Lehman Day One Story03:15 Thrown Into the Phone Queues03:37 Teacher Call and Investor Fear04:53 Start With the End Client05:26 From T Rowe to Blackstone05:53 Blackstone Wealth Playbook07:18 Why Franklin Was the Fit08:09 Traditional Manager Advantages09:09 Platform Synergies in Wealth10:16 Challenges of Going Private10:36 Brand Transformation Story11:44 Internal Alignment and Change12:16 What the Brand Should Signal12:50 Specialist Managers Philosophy13:44 Building Perpetuals the Right Way14:13 Defining the Right Structure15:44 Evergreen Structure Depends16:09 Secondaries Structure Choice18:10 Infrastructure Partnership Model20:02 Preserving Investment Cultures21:50 Data and AI Cross Collaboration24:17 Macro Insights Across Platforms25:47 Product Innovation Roadmap27:06 Private Markets in 401k Plans27:53 What Model Portfolios Mean29:06 What RIAs Want Most30:21 Client Service and HonestyA Word from Our Sponsor, UltimusThis episode of Alt Goes Mainstream is brought to you by Ultimus, the full-service fund administrator and transfer agent powering asset managers in private and public markets. As alts go mainstream, you need real expertise to handle complex fund structures, connect with key distribution partners, and handle sophisticated compliance, reporting, and transparency demands.That's Ultimus: high-tech, high-touch solutions for over 450 clients and 2,500 funds with $775B in assets under administration. Backed by an expert team of over 1,200 employees, they place client service at the core of their business, helping you navigate complexity during your fund structuring or launch and then supporting you through every stage of growth. Whether you're already in the market or thinking about entering private wealth, you can trust their team's deep expertise in retail alternatives to help you reach your goals.Learn more at ultimusfundsolutions.com or email info@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Editing and post-production work for this episode was provided by The Podcast Consultant.

Talking About Money with Your Kids Episode 396 – When is the best time to start talking with your kids about money? At an early age, of course. But if you haven't gotten around to it yet, here are some ideas on how to get started. More SML Planning Minute Podcast Episodes Transcript of Podcast Episode 396 Hello, this is Bill Rainaldi, with another edition of Security Mutual's SML Planning Minute. In today's episode: why don't people talk about money with their kids? The statistics are startling. For wealthy families, studies indicate that 70 percent will lose that wealth by the second generation, and 90 percent will lose it by the third generation.[1] Is there something you can do to avoid being one of those people? Maybe part of the problem is that, according to other survey data, 90 percent of wealthy parents don't even talk to their kids about money.[2] The reasons vary. Some parents are simply waiting for their kids to get older and hopefully more mature. Others haven't talked about it because they're still not sure what they're going to do with their money. Still others don't want their children to anticipate receiving money that might not be there in the future. And some have decided it's none of their kids' business.[3] There are other factors. One part of the problem may be socioeconomic status. In a recent article at Wealthmanagement.com, author John Knowlton, co-founder of Credent Wealth Management and a retired Registered Investment Advisor, argues that, in his experience, lower income homeowners who have already saved something for retirement tend to be fearful that their children will ask them for money. They don't want to become what Knowlton refers to as a “community bank.”[4] When it comes to higher income families, Knowlton argues that some parents worry that their children will become “trust fund babies,” and they'll be expecting a big inheritance. He also states that other parents don't want to start the discussion because they might be overwhelmed with personal appeals for money. This causes some to focus, perhaps excessively, on privacy issues, even with their own children. Furthermore, parents may simply be worried that their children will share family financial details with friends which could hit the proverbial gossip trail. This is because some parents choose to maintain a public facing image that is either greater than or less than their actual financial picture. Regardless of the situation, there's no doubt that the process can be stressful. According to a recent study by the CFP Board, 57 percent of Americans believe that money has created stress for someone they know well.[5] But is it better to avoid talking about it? Probably not. Avoiding the topic doesn't make it go away. In fact, it could make the stress level even worse. It could also result in resentment from your kids, a lack of trust, or someone making a poor decision simply because they don't have all the information they need. Worse still, you might miss out on something that could help build rapport with your family, like seeking input from your loved ones and working toward a shared goal. When's the best time to get started? If you haven't already started, now might be a good time to begin. But exactly how do you begin? That all depends on the age of your children. If your kids are still young, it's a great time to introduce some of the most basic concepts, such as what money is used for, how to earn it, and how much things cost.[6] Your children can actually learn some valuable lessons at the supermarket. Among other things, that's where you can teach young kids the difference between what you need and what you want. You need things like milk and eggs; you want candy and toys. They need to understand what comes first. A little bit later, you may want to introduce the concept of an allowance for doing certain chores around the house. You can even delineate the chores based upon their value, paying the child more for certain (more important) chores than others. Things shift when you've got teenagers. This is the point where they need to learn more about how to earn and save money. This is also the time when (hopefully) your child will get their first job, maybe pay some taxes, and hopefully begin investing some of their take-home pay. It might also be a good time to get kids interested in long-term investments. Nowadays it's easier than ever to set up a small mutual fund, ETF, or stock account for them. If you have young adults, this is where—assuming they are working and still living at home—it might be a good idea to start charging some rent. Just a token amount is often sufficient. It doesn't need to be expensive; it just needs to make a point about money. It's also a good time to start talking to them about a budget. The process changes when you have mature adults. If you haven't talked much about money yet, here's one interesting way to get things started. How about if, sometime around the holidays, you gave a token sum of money to each of your children with a specific instruction: they have to give the money away to someone who needs it. They get to choose who—or what—that is.[7] The hope is that such a gesture will get them thinking about their values and charitable goals. And maybe in a year or two you could increase the amount, coupled with a group discussion about the best place for the money to go. Also, by talking to your children about money, you have a chance to do something more. You can also teach your kids a thing or two about your own money philosophy, and some of the habits that might have helped you get to where you are today. It's also a good chance to talk about some of the values that are dear to you. Your experience and wisdom are of value to others. Don't let them go to waste. When your children become adults, you might also be able to move from talking to your kids about money to talking about their legacy. If you frame the discussion properly, it might shift their focus from a sense of entitlement to a sense of responsibility. One final thought: just talking to your kids about their future is a step in the right direction. But you're probably going to need something more than that. You're also going to need to make some difficult decisions, preferably together. But at least now you can do it with everyone onboard. Being open is usually the best policy. If you're unsure where or how to start the discussion, perhaps a Security Mutual Life insurance agent can help. Your Security Mutual Life insurance agent can help assemble your financial team and coordinate with your attorneys and tax professionals to review your situation and to determine the insurance plan that will best suit your needs and objectives. [1] CFA Institute. “How real is the third-generation curse, and how can financial advisors tackle it?” Cfainstitute.org. https://www.cfainstitute.org/insights/articles/third-generation-wealth-curse-advisor-solutions (accessed July 30, 2026). [2] Bloom, Ester. “The unexpected reasons 90% of wealthy parents don’t tell their kids what they’ll inherit” CNBC.com. https://www.cnbc.com/amp/2017/06/26/90-percent-of-wealthy-parents-dont-tell-their-kids-what-theyll-inherit.html (accessed July 31, 2026). [3] Heath, Thomas. “A how-to guide from the ultra-rich: What to tell your kids about money.” WashingtonPost.com. https://www.washingtonpost.com/business/economy/a-how-to-guide-from-the-ultra-rich-what-to-tell-your-kids-about-money/2017/06/16/cbbd03a0-505d-11e7-b064-828ba60fbb98_story.html (accessed July 31, 2026). [4] Knowlton, John. “Why Families Don't Talk About Money.” WealthManagement.com. https://www.wealthmanagement.com/high-net-worth/why-families-don-t-talk-about-money (accessed July 31, 2026). [5] Zuckerman, David. “Why Americans Are Afraid to Talk About Money – And How to Change That.” letsmakeaplan.org.org. https://www.letsmakeaplan.org/financial-topics/articles/family-finances/why-americans-are-afraid-to-talk-about-money-and-how-to-change-that (accessed July 30, 2026). [6] Epperson, Sharon. “10 smart ways to teach kids about money through the years.” CNBC.com. https://www.cnbc.com/2023/04/24/10-smart-ways-to-teach-kids-about-money-through-the-years.html  (accessed July 31, 2026). [7] Id. More SML Planning Minute Podcast Episodes This podcast is brought to you by Security Mutual Life Insurance Company of New York, The Company That Cares®. The content provided is intended for educational and informational purposes only. Information is provided in good faith. However, the Company makes no representation or warranty of any kind regarding the accuracy, reliability, or completeness of the information. The information presented is designed to provide general information regarding the subject matter covered. It is not to serve as legal, tax or other financial advice related to individual situations, because each individual's legal, tax and financial situation is different. Specific advice needs to be tailored to your situation. Therefore, please consult with your own attorney, tax professional and/or other advisors regarding your specific situation. To help reach your goals, you need a skilled professional by your side. Contact your local Security Mutual life insurance advisor today. As part of the planning process, he or she will coordinate with your other advisors as needed to help you achieve your financial goals and objectives. For more information, visit us at SMLNY.com/SMLPodcast. If you've enjoyed this podcast, tell your friends about it. And be sure to give us a five-star review. And check us out on LinkedIn, YouTube and Twitter. Thanks for listening, and we'll talk to you next time. Tax laws are complex and subject to change. The information presented is based on current interpretation of the laws. Neither Security Mutual nor its agents are permitted to provide tax or legal advice. The applicability of any strategy discussed is dependent upon the particular facts and circumstances. Results may vary, and products and services discussed may not be appropriate for all situations. Each person's needs, objectives and financial circumstances are different, and must be reviewed and analyzed independently. We encourage individuals to seek personalized advice from a qualified Security Mutual life insurance advisor regarding their personal needs, objectives, and financial circumstances. Insurance products are issued by Security Mutual Life Insurance Company of New York, Binghamton, New York. Product availability and features may vary by state.​ SubscribeApple PodcastsSpotifyAndroidPandoraby EmailTuneInDeezerRSSMore Subscribe Options

WHY EMOTIONAL INVESTING CAN HURT YOUR RETIREMENT PLAN WATCH ON YOUTUBE Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager Tessa Hall Media and Communications Specialist About This Episode The financial advisor who was right for you 10 or 20 years ago may not be the right fit for your financial life today. As wealth grows and retirement approaches, financial decisions often become more complex. In this episode of Healthy, Wealthy & Wise, Tessa Hall speaks with Sandy Hornor, Managing Director of Wealth Management at BWFA, about how to evaluate your current financial advisor. They discuss trust, communication, comprehensive financial planning, tax strategy, fees and whether your advisor has grown alongside your needs. Sandy also shares one revealing question to consider: if you were starting over today, would you hire the same advisor again? To learn more about BWFA’s Financial Planning services, visit our Financial Planning page. What You’ll Learn How can emotional investing affect your retirement portfolio? Emotional investing can lead retirees to make major portfolio changes based on short-term fear or excitement rather than their long-term financial plan. Tyler shares an example of an investor who moved an approximately $3 million portfolio to cash during the COVID market decline. That decision locked in a roughly 30% loss rather than allowing time for the portfolio to potentially recover. Why can panic selling be especially damaging in retirement? Panic selling turns a market decline into a realized investment loss and may disrupt a strategy designed to support decades of retirement. Retirees may understandably feel more protective of assets they spent years accumulating. However, Tyler emphasizes the importance of understanding how cash, fixed income, and other investments are structured before abandoning a long-term strategy. How does FOMO influence investment decisions? Fear of missing out can encourage investors to chase popular investments based on recent performance or conversations with others. Tyler discusses examples involving gold, IPOs, cryptocurrency, and individual companies. Concentrating a significant portion of a retirement portfolio in one investment can introduce additional risk, particularly without a clear strategy for when to exit. How can retirees make better investment decisions during market volatility? Retirees can begin by evaluating a potential change against their long-term investment strategy, risk tolerance, financial needs, and overall retirement plan. Tyler recommends discussing major decisions with an advisor before acting on short-term market movements. A diversified portfolio and clear understanding of its purpose can provide valuable perspective when markets become uncertain.

Could one of the biggest retirement mistakes be assuming everything is already taken care of? In this episode, Brandon Bowen discusses several common assumptions that can create challenges for retirees and pre-retirees. Topics include evaluating whether your investment strategy still aligns with your goals, understanding the role of estate planning beyond high-net-worth households, and recognizing when a financial plan may need updates. The conversation explores how costs, taxes, beneficiary designations, and long-term planning decisions can affect retirement outcomes and why periodic reviews remain an important part of the planning process. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Chris Morkowski discusses the evolving landscape of wealth management, particularly the increasing reliance on AI and the neglect of the mass affluent client base. He highlights the dangers of AI in financial advisory roles, the consequences of financial deregulation, and the importance of client care. Morkowski also addresses the K-shaped economy, the hidden costs of home ownership, and market volatility, while reflecting on the legacy of Alan Greenspan and the current state of Social Security policy.

P.M. Edition for Aug. 14. Money managers have a problem: Clients are holding near-record amounts in cash—by one estimate more than $3 trillion. Miriam Gottfried, a reporter and co-host of WSJ's Take On the Week podcast, explains why this is happening and what financial planners are pushing their clients to do instead. Plus, two pieces of data—July retail sales and the preliminary August reading of the University of Michigan's consumer sentiment survey—came in lower than expected. WSJ economics reporter Matt Grossman says that is painting a picture of a weaker U.S. economy. And AI slop is everywhere, making it hard to know what's real online. We hear from WSJ personal tech columnist Nicole Nguyen about the inspiration for her recent special Tech News Briefing podcast series, “AI and the Blurring of Reality.” Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The market is back at all-time highs, but investors are STILL nervous.In this episode of 15 Minutes of Finance, we break down why that may actually be a good thing for long-term investors and why we believe the biggest impact from the AI investment boom may still be ahead of us.We talk about:• Why fear is still hanging over the market even near record highs• Why a 10% or 15% pullback wouldn't change the long-term thesis• The massive amount of money companies are investing into artificial intelligence• Why investors should start watching for AI spending to translate into higher revenue, better margins and stronger earnings• What weaker retail sales and changing economic data could mean for markets• Why trying to perfectly time the market is usually a losing game• One of the worst technology predictions ever made and what it can teach investors today• Why you should never bet against long-term progressOne of the biggest lessons from previous technological revolutions is that people often underestimate how dramatically new technology can change businesses and the economy. The internet was once dismissed as something that might have no more economic impact than the fax machine. Today, that prediction looks ridiculous. Could investors be making the same mistake with AI?Our view is simple: short-term volatility will happen, but long-term wealth is usually created by owning great assets, staying invested and allowing technological and economic progress to work in your favor.If you don't have the time, knowledge or desire to manage your investments yourself, make sure you're working with someone with the experience and qualifications to help build a long-term plan.Hosted by James Walters, CIMA®, CRPC®, and Brandon West, CPA, co-owners of West & Walters Tax and Wealth Management, a Registered Investment Advisor (RIA) and tax firm based in Carlsbad, California. Our goal is to share market insights, investing tips, tax strategies, and straightforward financial education to help viewers make smarter financial decisions. All Information is educational in its intent and distribution! Please do not consider this personal financial advice. We believe all clients have unique situations and thus require unique advice.

Markets moved higher this week as inflation data came in largely in line with expectations and concerns about additional Federal Reserve tightening eased. The panel discusses July CPI, stable labor market trends, and softer retail sales, while noting that inflation remains above target. The conversation also examines shifting expectations for the September FOMC meeting, the outlook for interest rates, and why equities continue to reach new highs despite seasonal headwinds. The episode closes with a discussion on diversification, balancing equity opportunities with attractive bond yields, and maintaining discipline as investor sentiment improves. Speakers:Brian Pietrangelo, Managing Director of Investment StrategyGeorge Mateyo, Chief Investment OfficerRajeev Sharma, Head of Fixed IncomeStephen Hoedt, Head of Equities 02:30 — July inflation data and market reaction08:20 — Fed outlook and September meeting expectations13:00 — Jackson Hole and signals from policymakers15:05 — New market highs, breadth, and volatility trends22:20 — Bonds, diversification, and portfolio positioning Additional ResourcesRead: Key Questions: Are More ETFs Really Better for Investors?Read: Natural Disasters – A Financial Guide for Mitigation to Preparedness to Recovery Key QuestionsWeekly Investment BriefSubscribe to our Key Wealth Insights newsletterFollow us on LinkedIn

Frank LaRosa says most financial advisors never notice exception debt building until it's already too late. Frank opens with a real client story, an advisor on a team who set clear non-negotiables for the business he wanted, then slowly compromised on them one at a time until he wasn't building anything close to his original vision. That same advisor is now telling Frank he isn't sure he wants his team to come with him when he moves firms. Frank explains why that kind of self-awareness is actually a good sign and why the right answer isn't always joining a bigger team, sometimes it's building a vertical structure with one clear vision at the top. Stacey challenges the idea that every advisor needs partners, breaking down why key person risk still has to be solved for even as a solo practitioner and introducing the idea that what got you here won't necessarily get you where you are trying to go next. The conversation gets personal when Frank and Stacey each share stories about helping advisors finally separate from partnerships that weren't working. Frank recalls playing referee between two wirehouse advisors who wanted completely different things, and Stacey shares how she guided a younger advisor through finally having a hard conversation with a senior partner after six months of hesitation. Frank wraps up with a mentoring story about a young advisor named Dylan, someone he originally told to join a team, then later told to build his own practice instead once he saw his work ethic and winning attitude. The episode closes with a warning worth remembering, firms often push advisors toward teams because it helps their own retention numbers, not necessarily because it is what is best for the advisor.   Questions answered in this episode include: What is exception debt and how does it quietly derail a financial advisor's vision? Should a financial advisor build a team or stay a solo practitioner? What is the difference between a vertical team and a horizontal team? Why do firms push advisors to join teams? What does it mean when people say what got you here won't get you there? How do you know when it's time to part ways with your team? Should a young financial advisor join a team or build their own book of business?   Chapters: 00:00 Introduction: Exception Debt 01:47 Should You Stay Solo or Join a Team 03:23 What Is Exception Debt 07:54 What Got You Here Won't Get You There 08:56 Sometimes the Team Needs to Break Up 14:48 Bet on Yourself Before You Join a Team 15:50 Why Not Every Practice Needs to Be a Team 19:12 How to Reach Frank and Stacey   Learn more about Elite and our resources: - Elite Consulting Partners: https://eliteconsultingpartners.com - Elite Marketing Concepts: https://elitemarketingconcepts.com - Elite Advisor Successions: https://eliteadvisorsuccessions.com - JEDI Database Solutions: https://jedidatabasesolutions.com - Elite Wealth Management Insights Report: https://eliteconsultingpartners.com/insight-report - Listen to more: https://eliteconsultingpartners.com/podcasts/ - LinkedIn: https://www.linkedin.com/company/elite-consulting-partners/

We sat down with Richard Lavina, Co-Founder and CEO at Taxfyle, to learn how his firm provides RIAs with the infrastructure to incorporate tax preparation services into their business. Richard discusses how offering tax services can help advisors scale, retain clients, and differentiate their practices.

The way people choose a financial advisor has changed. Bill Cates talks with Brian Thorp, founder of Wealthtender, about why online reviews and internet presence and credibility now play an important role in the decision to meet with you and, hopefully, work with you. They discuss what advisors can do to make sure their digital credibility supports the trust they have built offline. Brian shares findings from a study of 500 mass-affluent Americans. One result stands out: 83 percent of people who receive an offline referral to an advisor go online to look for reviews. A trusted introduction still carries weight, but prospects want to see that trust backed up by other forms of social proof. Here are 3 key takeaways: A Referral Often Starts the Research: Prospects are checking websites, LinkedIn profiles, reviews, and even asking AI to compare advisors before they make contact. Reviews Work Like Digital Referrals: A strong review keeps building credibility long after it is written. It can also help Google and AI tools understand who you serve and why clients value working with you. Clients Talk About How You Make Them Feel: Most reviews are not (and should not be) about investment performance. Clients write about confidence, peace of mind, and the difference their advisor made during an important moment in their lives. Listen to this conversation for a practical look at online reviews, compliance concerns, search visibility, and how to make sure the trust you have built offline also shows up online. Don't forget to check out the show notes for free resources and get ready to turn great ideas into meaningful action! Sponsor:  EPISODE SPONSORS: Nexruto www.Nexruto.comThe Cates Academy for Relationship Marketing www.TheCatesAcademy.com   Connect with Brian Thorp: Websites: https://wealthtender.com/grow https://wealthtender.com/love LinkedIn: https://www.linkedin.com/in/briancthorp/ YouTube: https://www.youtube.com/watch?v=9MdoXba7U0k Email:  brian@wealthtender.com   Resources:  RapidFire Referrals Get a copy of “The Language of Referrals” Get a copy of “Radical Relevance” Grab your copy of The Hidden Heist today! Connect With Bill Cates: BillCates@referralcoach.com Referral Coach Homepage Hire Bill for Coaching Enroll in The Cates Academy About Brian Thorp Brian Thorp is the founder, CEO, and Editor-in-Chief of Wealthtender. He believes everyone deserves trusted help with money matters, regardless of income or stage of life. Brian is a member of the National Society of Compliance Professionals and its SEC Marketing Rule Working Group. He has written extensively about advisor testimonials, including an article published in Currents and a testimonial marketing playbook for advisors and wealth management firms. Under Brian's leadership, Wealthtender became the first financial advisor review platform designed to comply with the SEC Marketing Rule. His work has been featured in major publications and on numerous podcasts, and WealthManagement.com named him one of its top 10 innovators and influencers set to change the industry in 2024. Before founding Wealthtender, Brian spent nearly 22 years at Invesco, most recently leading financial advisor platforms and overseeing strategic partnerships with wealth management firms representing more than $100 billion in assets under management. With more than 25 years in financial services, Brian is focused on helping more people enjoy life with less money stress.

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereAre you a high-income T4 earner who feels financially behind simply because you cannot access the same tax strategies as an incorporated business owner?It is easy to compare your tax bill, investment returns, or wealth-building options with someone playing a completely different financial game. But incorporation does not automatically mean more spendable income, and chasing strategies designed for someone else can distract you from the opportunities already available within your own plan.Through the story of a successful T4 earner with rental properties, registered investments, a DIY portfolio, and substantial home equity, this episode explores why knowing more strategies does not always create greater confidence. The real challenge may be choosing a tax-efficient approach that fits your risk tolerance—and staying consistent long enough for it to work.By listening, you will learn how to:Stop comparing two different financial games. Understand why the corporate small-business tax rate does not tell the full story and why incorporated owners still face personal tax when extracting money from their companies.Evaluate your next wealth-building move more clearly. Explore the trade-offs between seeking higher returns, taking on more investment risk, increasing your income, and improving tax efficiency through strategies such as the Smith Manoeuvre.Build confidence through consistency instead of chasing certainty. Discover why long-term financial confidence rarely comes from finding one perfect strategy—and how a repeatable process aligned with your goals, personality, and comfort with risk can move you closer to financial freedom.Press play now to learn how to focus on the financial game you can actually play—and build a strategy you can confidently follow for years.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle if you've been……taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.This episode of Canadian Wealth Secrets explores how a high-income T4 earner can improve financial planning, wealth management, and tax efficiency without comparing their situation to an incorporated business owner playing by different tax rules. Using a real listener case involving rental properties, RRSPs, a DIY ETF portfolio, and substantial home equity, Kyle and Jon explain why the small-business corporate tax rate does not equal personally spendable income and why salary versus dividends in Canada must be viewed through both corporate and personal taxation. They examine practical investment strategies, including the Smith Manoeuvre, real estate leverage, RRSP optimization, tax-efficient investing, and using home equity to support long-term wealth building. The conversation also highlights risk management, showing that higher potential returns often require greater concentration, private lending, or other risks that may not fit every investor. Rather than chasing the perfect strategy, listeners are encouraged to create a personalized Canadian wealth plan, define their minimum retirement cash-flow needs, and follow repeatable financial systems that match their investor personality. The core message is that lasting financial freedom in Canada comes from understanding the financial game available to you, choosing a strategy you can confidently maintain, and staying consistent on the path toward financial independence.Ready to connect? Text us your comment including your phone number for a response!PE Gate is now offering accredited investors access to Project Rope: the acquisition of an established, cash-generative Canadian industrial business with more than 45 years of operating history.PE Gate's targets an annualized IRR above 25%, net of carried interest.For the Offering Memorandum and full risk disclosure, visit pe-gate.com or email sarmen@pe-gate.com. If you listen to podcasts like The Rational Reminder with Ben Felix & Cameron Passmore, The Canadian Investor, The Canadian Real Estate Investor, Build Wealth Canada with Kornel Szrejber, ChooseFI with Jonathan Mendonsa & Brad Barrett, Afford Anything with Paula Pant, The Ramsey Show with Dave Ramsey, BiggerPockets Money, The Money Guy Show with Brian Preston & Bo Hanson, Invest Like the Best with Patrick O'Shaughnessy, Masters in Business with Barry Ritholtz, The Wealthy Barber Podcast with David Chilton, Financial Audit with Caleb Hammer, In the Money with Amber Kanwar, The Loonie Hour with Steve Saretsky, or More Money Podcast with Jessica Moorhouse — we're confident you'll enjoy Canadian Wealth Secrets too.Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

1. Why Life Planning Should Come Before Financial Planning Why you need to understand the life you want to create before deciding how your money should support it. Using a lifetime cash flow plan to identify future liabilities and the assets needed to fund them. 2. Looking Beyond Investments to Understand Total Wealth Why traditional financial planning can focus too heavily on regulated investments rather than the full picture of someone's wealth. Looking at property, pensions, savings, investments and future earnings as part of a wider wealth plan. 3. The Overlooked Value of Human Capital Understanding human capital as the skills, property, intellectual property, networks and other assets that can generate earnings. How leveraging human capital can create entrepreneurial opportunities, income and financial capital over time. 4. Taking Back Control Through Financial Agency What Steve means by financial agency and why people should have greater ownership of their financial decisions. How proportional planning can provide expert support during complexity, stress or major life changes without creating permanent dependency. 5. How AI Could Change Financial Planning Why AI is reducing the information gap between financial institutions and consumers. How individuals can use AI as a co-pilot to improve their financial capability and productivity while retaining human judgement. 6. Understanding Fees and Making Better Financial Decisions Why consumers should take a closer look at the charges attached to pensions, investments and financial products. How AI-powered tools could help people identify hidden terms, charges and potential red flags so they can make more informed decisions. 7. The Future of Financial Advice and Wealth Transfer How changing consumer expectations, technology and the Great Wealth Transfer could reshape the traditional financial advice model. Why greater financial capability, combined with professional support when genuinely needed, could give future generations more control over their wealth. Resources: The Academy of Life Planning - Navigate life with confidence WealthBuilders - Build, protect and transfer your wealth WealthBuilders Membership: Free access to guides, webinars, and community Connect with Us: Listen on Spotify, Apple Podcasts, YouTube, and all major platforms. Next Steps On Your WealthBuilding Journey:   Join the WealthBuilders Facebook Community Schedule a 1:1 call with one of our team Become a member of WealthBuilders If you have been enjoying listening to WealthTalk, please leave us a review!

Welcome back to the Alt Goes Mainstream podcast.Today's podcast takes us to the heart of London, where we sat down with Maggie Fanari, the CEO of J Rothschild Capital Management Limited, manager of RIT Capital Partners plc. RIT blends a rich heritage with a modern approach to both asset allocation and private markets. Lord Jacob Rothschild founded Rothschild Investment Trust in 1971. RIT listed on the London Stock Exchange with total assets of £280M. Today, the firm stands tall as one of the UK's largest investment trusts with over £4.7B of total assets.The firm's permanent capital and family office heritage have enabled the firm to think long-term, according to Maggie. “Permanent capital is a privilege,” she said.Maggie has brought an institutional allocator's background to RIT. She joined as CEO of RIT from Ontario Teachers' Pension Plan in 2024, where she was Senior Managing Director, Global Group Head of High Conviction Equities at OTPP, which has a global mandate to invest in public and private companies.Maggie and I had a fascinating discussion about how the firm invests across public and private markets, balancing both top-down portfolio construction and bottom-up asset selection. We covered:How RIT has aimed to compound wealth over time.Why top-down portfolio construction and bottom-up asset allocation are equally important.How can investors capture as much growth, limit market volatility, and compound growth over a long period of time?How RIT finds unique and different managers in private markets, which includes some of the top investors in the world.What market structure changes mean for investing across public and private markets?How to invest when the world order has changed.Taking a family office mindset and applying that investment mindset for investors in RIT.Why permanent capital is a privilege.How to be early to a theme rather than chase the trend.Why RIT decided to invest in SpaceX, Anthropic, OpenAI, Databricks, and Epic Systems.Where do investors bucket RIT into their asset allocation?What is a manager's edge and how can they apply that edge with consistency?Why depth of network matters for private markets managers.Why RIT invested in firms like Thrive, Greenoaks, and Ribbit.BioMaggie Fanari is the CEO of J. Rothschild Capital Management Limited (JRCM) , investment manager for RIT Capital Partners plc. She is Chair of JRCM's Investment Committee.Maggie was previously Senior Managing Director, Global Group Head of High Conviction Equities at Ontario Teachers' Pension Plan, which has a global mandate to invest in public and private companies.At Ontario Teachers', she served as a member of many of the pension plan's investment committees. She was involved in the execution of investments across a variety of asset classes (private and public), including supporting the development and execution of the venture and growth business.Before joining Ontario Teachers', Maggie worked at KPMG and Scotia Capital. Maggie is a chartered accountant and a CFA charter holder. She also holds a BBA from the Schulich School of Business at York University and ICD.D certification from the Institute of Corporate Directors.Maggie served as a non-executive director on the Board of RIT Capital Partners plc from April 2019 to February 2024.Thanks, Maggie, for sharing your wisdom, expertise, and passion across public and private markets and your thoughtful perspectives from your experiences as an institutional investor.This podcast was recorded on 15 June 2026, and therefore all RIT data is provided as at 31/05/2026. Show Notes00:42 Meet Maggie Fanari03:44 Teachers' Pension Roots04:51 Top Down Meets Bottom Up05:50 Allocating In New Paradigm06:15 Diversification Returns07:02 Volatility Creates Opportunity07:22 What Makes RIT Unique08:08 Compounding With Downside09:41 Brand Opens Doors10:05 Backing Emerging Managers11:57 Co-Invest Importance12:36 Returns And Realizations13:22 Great Co-Investor Playbook15:02 Building AI Theme Exposure16:06 Sourcing Deals Like SpaceX16:37 Public Private Value Split20:09 Public Themes And Sovereignty20:58 Moats And Terminal Value24:06 Permanent Capital Edge25:07 Oversubscribed Fund Access26:46 Underwriting And Discipline27:17 Why AI Needs Capital27:49 Anthropic Growth Math28:15 Databricks Scale Comparison28:41 Can Funds Get Bigger30:22 FOMO And Chasing30:47 Portfolio Allocation Guardrails31:47 Permanent Capital Advantage32:13 Right Sized Private Exposure32:51 Liquidity And Realizations33:28 Owning Winners At Scale34:11 Private To Public Hold34:41 Re Underwriting Post IPO35:38 Retail Investor Impact36:20 Public Market Liquidity Needs37:57 Why Investment Trusts Work38:56 Discounts As Margin Safety40:08 How Shareholders Allocate41:03 Sentiment Shifts In Cycles42:02 What Makes Great Managers43:14 Manager Edge Examples45:02 AI And Finding Leaders46:56 Consolidation And Differentiation47:51 Being A Great LP Partner48:50 Macro Lens As Edge49:42 Private Signals Inform Public50:48 Culture One Team One NAV51:28 Risk And Scenario Analysis52:59 Multipolar World Investing54:14 Geopolitics In Diligence55:10 Permanent Capital Best Of BothA Word from Our Sponsor, UltimusThis episode of Alt Goes Mainstream is brought to you by Ultimus, the full-service fund administrator and transfer agent powering asset managers in private and public markets. As alts go mainstream, you need real expertise to handle complex fund structures, connect with key distribution partners, and handle sophisticated compliance, reporting, and transparency demands.That's Ultimus: high-tech, high-touch solutions for over 450 clients and 2,500 funds with $775B in assets under administration. Backed by an expert team of over 1,200 employees, they place client service at the core of their business, helping you navigate complexity during your fund structuring or launch and then supporting you through every stage of growth. Whether you're already in the market or thinking about entering private wealth, you can trust their team's deep expertise in retail alternatives to help you reach your goals.Learn more at ultimusfundsolutions.com or email info@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Editing and post-production work for this episode was provided by The Podcast Consultant.

What happens when a family crisis exposes gaps in an estate plan? On this episode, Brandon Bowen shares a real-life client story that highlights the importance of having a trust, clear estate documents, and a coordinated retirement strategy. As health challenges, long-term care expenses, and family disagreements emerge, Brandon explains how proper planning can help provide direction during difficult situations. He also discusses the role of financial advisors, trusts, beneficiary designations, and retirement planning in protecting assets and helping families navigate major life transitions. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

After a short summer break, Pilot's Portfolio is back with a refreshed format and a new Season (4)!This next run of episodes is built around real questions Timothy P. Pope, CFP® receives from professional pilots and their families in planning conversations.This is a two-part deep-dive on one of the biggest questions professional pilots bring to the planning table: “How can we pay less in taxes?”Whether the number is six figures or simply higher than expected, the starting point is understanding what that number actually represents.In Part 1, Tim starts with the first step: understanding what the tax number actually means.Is it total tax liability, withholding, a large April payment, or income that changed unexpectedly?Tim discusses how W-2 income, spouse income, upgrades, premium flying, capital gains, property sales, inherited IRAs, and deductions can shape the tax picture, while explaining why a write-off should support a sound financial decision rather than drive one.Follow Pilot's Portfolio for Part 2, where the conversation moves into tax-efficient investing, tax-loss harvesting, and planning beyond one tax year.If you're enjoying Pilot's Portfolio and finding these conversations helpful, we'd really appreciate a 5-star review on your podcast platform of choice. It helps more professional pilots and their families discover the show:- Apple Podcasts: https://podcasts.apple.com/us/podcast/pilots-portfolio/id1718915375- Spotify: https://open.spotify.com/show/5p2Tkf16Q9lV693lHV4Zo9Have a question you'd like Tim to address, or want to explore how 360 Aviation Advisors helps professional pilots plan around taxes, retirement, investments, and life transitions? Schedule An AppointmentOur Practice's WebsiteContact Us: info@pilotsportfolio.comThis episode is sponsored by: Beacon RelocationBeacon Relocation is a real estate firm helping pilots and air traffic controllers save money on their real estate transactions. By tapping into their network of over 1500 real estate agents across the country, pilots can save 20% of the real estate agent's commission towards your closing cost on the sale or purchase of your home. Visit https://www.beaconrelocation.com/ to learn more. Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment advisory firm. Investment advisory services are provided through 360 Aviation Advisors, in its separate and individual capacity as a registered investment adviser. Podcast episodes are provided through Pilot's Portfolio, in its separate and individual capacity.We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. We assume no responsibility for information contained on this website and disclaim all liability in respect of such information, including but not limited to any liability for errors, inaccuracies, omissions, or misleading or defamatory statements.Links to external websites are provided solely for your convenience. We accept no liability for any linked sites or their content and remind you that we have no control over their content. When visiting external web sites, users should review those websites' privacy policies and other terms of use to learn more about, what, why and how they collect and use any personally identifiable information.Usage of this content constitutes an explicit understanding and acceptance of the terms of this disclaimer. 

Frank LaRosa says most financial advisors never take the time to find their industry defining goal. Frank opens by explaining what he calls a workation, time away from the office where real strategic thinking can actually happen. Stacey shares how she caught him working by the pool at five thirty in the morning on their most recent trip and Frank explains how that kind of deliberate space led him to write an entire internal operating playbook after reading eight books in eleven days. That same thinking space is where Frank landed on his industry defining goal, or IDG, a concept similar to the big hairy audacious goal from books like Scaling Up and Traction. Frank explains why a goal like this needs to feel nearly impossible and shares that his own goal is to help one out of every ten financial advisors who move firms. Frank gets personal about applying that framework to his own life, questioning whether the time and money he spends racing is helping or slowing down his progress. Stacey shifts the conversation into practice management, walking through how advisors should audit their client list by tier and why investing more time in fewer high value clients almost always outperforms spreading yourself across everyone. The episode closes with a direct challenge. Stacey lays out why so much of an advisor's success comes down to what they can actually control and Frank adds that once you know better, you cannot place the blame elsewhere. Together they push financial advisors to stop chasing the next move and start figuring out the right move for their business and their life.   Questions answered in this episode include: What is an industry defining goal and how do financial advisors find theirs? Why do financial advisors need a place to think outside their normal routine? How do you know if a personal passion is distracting you from your business goals? Should financial advisors segment their clients by tier? How do you know which clients are actually helping you reach your goals? Why is it important to filter out negative people in your life? What does it mean to make the right move instead of just the next move?   Chapters: 00:00 Introduction: Your Industry Defining Goal 02:13 Finding a Place to Think Strategically 03:34 Building an Internal Operating Playbook 09:02 What Is an Industry Defining Goal 12:48 Is Your Passion a Distraction From Your Goal 25:01 Auditing Your Clients and the People Around You 31:01 Taking Ownership and Making the Right Move 39:13 How to Reach Frank and Stacey   Learn more about Elite and our resources: - Elite Consulting Partners: https://eliteconsultingpartners.com - Elite Marketing Concepts: https://elitemarketingconcepts.com - Elite Advisor Successions: https://eliteadvisorsuccessions.com - JEDI Database Solutions: https://jedidatabasesolutions.com - Elite Wealth Management Insights Report: https://eliteconsultingpartners.com/insight-report - Listen to more: https://eliteconsultingpartners.com/podcasts/ - LinkedIn: https://www.linkedin.com/company/elite-consulting-partners/

Send us Fan MailInstitutions finally got their Bitcoin ETFs, then many proceeded to buy the top and sell the bottom. That one detail says a lot about how unprepared “professional” money can be in a cyclical crypto market and why investors need a better model for crypto wealth management than a couple of regulated wrappers.I'm joined by Frank Hepworth, founder of New Market Trading, who went from advising major crypto exchanges inside a top securities law firm to building an on-chain digital asset management approach where clients keep custody of their own funds. We break down the three tiers most people confuse: big banks with limited offerings, crypto exchanges with broader access but still mostly off-chain, and the blockchain layer where the full on-chain economy actually lives. If you've wondered why tokenized real world assets and tokenized stocks haven't shown up in your portfolio, Frank's answer is blunt: tokenization is not the real bottleneck when your investment account still runs like a private spreadsheet.From there we get practical about infrastructure: account abstraction, programmable investment accounts, and how limited permissions can let you combine self-custody with professional management. We also talk regulation and mandates, why institutions wait for products like the Bitcoin ETF, what investors miss when they stay passive, and how to think about scams, transparency, and third-party audits in a world full of hype.This episode was recorded through a Descript call on July 27, 2026. Read the blog article and show notes here: https://webdrie.net/your-assets-went-on-chain-your-account-didntIf you want a clearer view of on-chain investing, tokenized assets, and the future of programmable finance, listen now, then subscribe, share the episode, and leave a review to help more people find the show........................................................................... 

Mik Lemieux, Executive Director and Wealth Planner on the Athlete Center of Excellence team at J.P. Morgan Wealth Management, joins Sports Business Radio for a conversation. Mik strives to help empower the athlete community by simplifying the complexities that accompany athletic careers at every stage. The newly formed J.P. Morgan Chase Athlete Council has nine superstar members: Sue Bird, Tom Brady, Jalen Brunson, Ally Love, Alex Morgan, Megan Rapinoe, Kayvon Thibodeaux, Dwyane Wade and A'ja Wilson. Lemieux is the nephew of hockey great Mario Lemieux. Tracy Porter, Chairman of the Board of Directors for the NFL Alumni Association, also joins Sports Business Radio to discuss the mission and terrific work the NFLAA is doing with former NFL players. Tracy also tells us about the new partnership between the NFLAA and New Air Club (Official VIP Travel Partner of Sports Business Radio). LISTEN to Sports Business Radio on Apple podcasts or Spotify podcasts. Give Sports Business Radio a 5-star rating if you enjoy our podcast. Click on the plus sign on our Apple Podcasts page and follow the Sports Business Radio podcast. WATCH SBR interviews by going to the sports business hub on Yahoo Sports and Yahoo Finance at https://sports.yahoo.com/sports-business/ or our YouTube channel at https://www.youtube.com/@sportsbusinessradiopodcast. Follow Sports Business Radio on Twitter @SBRadio and on Instagram, Threads and Tik Tok @SportsBusinessRadio. This week's edition of Sports Business Radio is presented by New Air Club. New Air Club is the Official VIP Air Travel Partner of Sports Business Radio. New Air Club is a private aviation brokerage with access to over 22,000 aircraft worldwide, but what really sets them apart is that they''re a full-service concierge. They don't just book the jet—they handle everything around the trip so the client doesn't have to. Aircraft, luxury ground transportation, hotels, dining, even security if needed. One call, one team, total discretion. For more information or to book your travel, email info@newairclub.com. You can also visit www.NewAirClub.com.  Sports Business Radio is produced by Bryan Griggs at Griggs Productions dot com. #JPMorgan #MikLemieux #FinancialLiteracy #MoneyManagement Learn more about your ad choices. Visit megaphone.fm/adchoices

Frank LaRosa says the problem with young financial advisors is not work ethic, it is training. Frank opens with a story about a young advisor he has been mentoring, a twenty-three-year-old working on the asset management side at a wirehouse who was outperforming his targets but getting dinged for small administrative mistakes. Frank explains the advice he gave him and why building your own book of business might be the harder but more rewarding path compared to joining an established team. Stacey widens the conversation into something bigger, the age gap opening up in the industry between advisors in their late fifties and sixties and the wave of twenty-three to thirty-year-olds coming in behind them, with almost nobody in the middle. Frank frames it as a barbell problem, pointing out the gap in the middle where mid-career advisors should be and explains why it is creating real opportunity for young advisors, even if most of them do not fully realize it yet. Frank does not soften his opinion on where the real failure sits. He argues that big firms preach hard work while their own people clock out at five and that most of the industry has quietly abandoned the old school training programs that actually produced successful advisors. He breaks down what real training used to look like, why cold calling still works and why rushing new advisors toward designations like the CFP before they understand the business is a mistake he has watched play out for years. The episode wraps with a direct challenge to firm owners and independent practitioners. If you are bringing young people into this business, you owe them a real system and enough time to succeed, not just a desk and a quota.   Questions answered in this episode include: Should a young financial advisor join a team or build their own book of business? What is the age gap problem happening in the financial advisor industry right now? What is the barbell approach and why does it matter for advisor recruiting? Why do old school training programs work better than what most firms offer today? What mistakes do firms make when training young financial advisors? How many cold calls should a trainee financial advisor be making every day? Why is it a mistake to push new advisors toward designations like the CFP too early?   Chapters: 00:58 Introduction: Nobody Is Training Young Advisors Anymore 01:59 The Mentoring Story That Changed Everything 03:19 Wirehouse vs Building It Yourself 08:34 You Don't Know What Hard Work Really Is 17:05 Why Firms Need to Bring Back Old School Training 21:42 Getting Younger Blood Back Into the Business 24:05 The Barbell Problem in Financial Advisor Recruiting 29:10 How to Reach Frank and Stacey   Learn more about Elite and our resources: - Elite Consulting Partners: https://eliteconsultingpartners.com - Elite Marketing Concepts: https://elitemarketingconcepts.com - Elite Advisor Successions: https://eliteadvisorsuccessions.com - JEDI Database Solutions: https://jedidatabasesolutions.com - Elite Wealth Management Insights Report: https://eliteconsultingpartners.com/insight-report - Listen to more: https://eliteconsultingpartners.com/podcasts/ - LinkedIn: https://www.linkedin.com/company/elite-consulting-partners/

In this episode, Eric Mangold, CWS, Founder of Argosy Wealth Management, shares how he built a specialized wealth management firm focused on physicians, common financial planning mistakes, investment strategies, and the importance of protecting and growing wealth over time.

P.M. Edition for July 22. WSJ special writer Theo Francis explains how startup founders, hedge-fund managers and Silicon Valley insiders are using IRAs to supercharge their wealth. Plus, trade uncertainty comes roaring back. WSJ trade and economic policy reporter Gavin Bade explains the Trump administration's new front on tariffs. And Journal reporter Sam Federman explains how the New York Mets turned baseball's highest payroll into its biggest waste of money. Danny Lewis hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.