Podcasts about Wealth management

Ben Criddle talks BYU sports every weekday from 2 to 6 pm.Today's Co-Hosts: Ben Criddle (@criddlebenjamin)Subscribe to the Cougar Sports with Ben Criddle podcast:Apple Podcasts: https://itunes.apple.com/us/podcast/cougar-sports-with-ben-criddle/id99676

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 missing out on a hidden tax-free opportunity inside your corporation?If you've sold a Canadian business or a corporate-held property and now face the question of where to grow your money — inside your corp or in your personal name — this episode is essential listening. Many Canadian incorporated professionals overlook critical tax planning tools that could massively boost their personal wealth and estate efficiency.In this episode, you'll discover:How to use the Capital Dividend Account (CDA) to move money out of your corp tax-free — and when it's the smartest move.Why holding low-yield investments like T-bills inside your corporation could be costing you more than you think.How permanent life insurance — even on your children — can become a powerful estate and tax optimization tool.Hit play now to learn how to turn overlooked tax strategies into serious long-term wealth advantages.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.For Canadian entrepreneurs focused on financial freedom and long-term wealth building, understanding how to integrate personal and corporate finance is essential. Leveraging tools like the capital dividend account and strategies such as salary vs dividends Canada, capital gains planning, and corporate structure optimization can significantly boost tax efficiency and retirement planning outcomes. Through a well-structured corporate wealth blueprint, young entrepreneurs and seasoned business owners alike can align financial systems with investment strategies, using personal financial buckets and RRSP optimization to build and protect assets. Canadian wealth secrets lie in mastering the nuances of incorporation, real estate, and small business finaReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Der neue Podcast mit Ralf Heim beleuchtet die Zukunft der Vermögensberatung. Es geht um digitale Tools, den Einfluss von Neobrokern, die Rolle von KI – und wie Banken auf den Generationenwechsel im Vermögen reagieren müssen.

In this conversation, Rondi Lambeth shares his journey from a firefighter to a tax strategist, emphasizing the importance of understanding tax strategies for both W-2 employees and business owners. He discusses how many people, including high earners, often fail to manage their taxes effectively, leading to significant financial losses. Rondi highlights the difference between CPAs and tax strategists, advocating for proactive tax planning and education. He also explains how individuals can leverage their homes for tax benefits and the importance of financial literacy in navigating the tax system.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Welcome to the 17th episode of the Monthly Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. We were live from iCapital Connect's conference in Phoenix to dive into the most pressing trends at the intersection of private markets and wealth management —and unpack how wealth management firms are utilizing private markets to build out or enhance their practice.In this episode of the Monthly Alts Pulse, iCapital Managing Partner and Co-Head of iCapital Solutions, Steve Houston, and I are joined by Eric Harrison, Founding Partner of IEQ Capital.IEQ, managing close to $40B in AUM, has been an innovator from the start. Private markets — and a customized approach to investing in private markets — are a core part of the IEQ offering — and they've differentiated the firm as a result.Eric and Steve shared a number of thought-provoking perspectives on wealth management and how advisors and clients can approach allocating to private markets as part of a holistic asset allocation framework.Thanks Eric and Steve for a great episode … looking forward to the next Monthly Alts Pulse conversation!Show Notes00:00 Introduction and Guest Introduction00:24 Experiences in Private Banking01:28 Independent Advisors and Private Markets01:46 IEQ Capital's Approach to Private Markets03:33 Scaling and Research in Alternative Investments05:48 Client Experience and Customization07:35 Technology and Tax Strategy10:46 Innovative Ideas in Private Markets13:13 Conclusion and Final Thoughts

In this Journal of Accountancy branded podcast, hosted by Clint Costa, CPA, J.D., LL.M., a senior wealth strategist at Choreo, experts discuss how to help clients, especially high-net-worth ones, navigate growing and changing challenges in seeking proper insurance coverage.

CABLE TV OR STREAMING? HOW TO CHOOSE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA Episode Details: In this episode of Healthy, Wealthy & Wise, BWFA's Sandy Hornor tackles the streaming vs. cable debate. Based on personal experience and market research, he outlines the pros and cons of each—cost, flexibility, content, and ease of use—helping you decide which option (or mix of both) best suits your lifestyle and budget.

This summer, join host David Mandell as he revisits and highlights episodes from Season 3 of The Wealth Planning for the Modern Physician podcast, in our 2025 Summer Rewind Series. "I genuinely believe there is a lot of information to gain from all of our episodes deliver, but for the summer, I've handpicked a few that offer intriguing ideas and a unique perspective for physicians in 2025," says David. "I hope you enjoy this Season encore series. Have a great summer!" Listen in as David chats with Trisha Talbot, real estate advisor and entrepreneur behind DocProperties. Trisha begins by explaining what her training, certifications, and experience in real estate were before launching her own firm.  She then relates her motivation to launch DocProperties and delves into the unique aspects of healthcare real estate and the challenges for physicians looking to own it. Trisha then shares her answers to a few common questions she hears from physicians and discusses a typical first step for a doctor considering a new office or piece of real estate.  Finally, Trisha explains when a practice might consider selling a property, and important factors affecting that decision. You can find show notes and more information by visiting www.physicianswealthpodcast.com. 

Forget what you think you know about finance careers. Eric Flynn didn't come up through Wall Street. He grew up on a ranch in Montana. An actual 20,000-acre ranch, wrangling cattle before most of us were out of bed. Today, he's the EVP and Head of Wealth Management at Compound Planning, a $3 billion digital family office built by tech founders who believe wealth management should feel a lot less clunky and a lot more human.Eric's story is part Yellowstone, part Wall Street, and all about finding the courage to own your different.  In this Episode, Eric and Stacy dig into: Why he ditched computer science for accounting (and why neither felt like a forever fit)How growing up on a ranch shaped his work ethic, mindset, and ability to fix just about anythingWhat it's really like building your chops at a boutique family office where you do everythingWhy Compound's approach to tech, AI, and client experience is changing the game for advisorsThe power of owning your story, especially in an industry that's slow to celebrate what makes you differentAbout Eric Flynn:Eric is a tenured financial professional with over 23 years of experience in the wealth management space. At Compound Planning, Eric leads the Wealth Management business and is responsible for executing the strategic vision, leading the advisory team, and harmonizing the service offerings for an exceptional client experience. Eric's background is in advising higher net worth clients and providing family office services as well as consulting to firms in the wealth management industry. Eric received a Masters in Professional Accountancy from Montana State University in Bozeman, Montana and is a CPA and CFA Charterholder. Prior to joining Compound, Eric was a Principal of multiple registered investment firms, and also helped build a national consulting team catering to the wealth management industry. He has a passion for helping people and leading/growing teams. Outside of work, Eric enjoys most anything outside after having grown up on a large family ranch in Montana. He also has a passion for giving back to the community and serves on multiple boards including the Montana State University College of Business Dean's Advisory Board, Bozeman Health Foundation Board, and is the President's Council Representative for the Western Region CFA Societies to the CFAInstitute Board of GovernorsWant More Help With Storytelling? +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe   - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros.Join Havener Capital's exclusive membership - - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap- - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership

Today's guest is Mark Hays, Director of Sustainable & Impact Investing at Glenmede — a firm managing $48 billion with a client-to-employee ratio that keeps conversations personal and strategy focused.Mark's journey into finance started early — running a lemonade stand to save up for a Sega Genesis and learning about markets through a third-grade stock project that didn't go as planned. That early curiosity eventually led to a career spanning Cambridge Associates, OMERS, Flat World, and J.P. Morgan — where he became the firm's first U.S. sustainable investing hire.Now at Glenmede, Mark helps clients align their portfolios with their principles — not just in theory, but through tangible investments. Glenmede offers investment management, wealth planning, fiduciary, and advisory services to high-net-worth individuals, families, endowments, foundations, and institutional clients.It has $48 billion in assets under management, but keeps a 4-to-1 client-to-employee ratio and promises, in Mark's words, “the experience of a $200 million family as a $10 million individual.” That approach means every client gets tailored advice, deeper conversations, and impact reporting that goes far beyond ESG scores.Nearly 20 percent of AUM sits in strategies that fit Glenmede's four-category investment taxonomy (Integrated, Mandated, Thematic, High-Impact Concessionary) and span almost every asset class. Mark's through-line is what he calls “sustainable prosperity” — the belief that helping those with the least doesn't take away from others, but actually creates more opportunity and value for everyone.At Glenmede, that vision shows up not only in where the money goes but in how clients are engaged. Mark and his team don't just plug people into products — they guide multi-generational families through deep, often difficult conversations about values, legacy, and measurable impact. That means starting with inquiry, moving through education, assessment, and implementation, and ending with real measurement — not in vague ESG scores, but in tangible results like gallons of water saved, emissions avoided, or communities reached.Mark knows that impact is a moving target, but he also knows how to hit it: by staying curious, staying human, and staying honest about what money can and cannot do.Tune in to hear how he turns that approach into measurable impact.—Connect with SRI360°:Sign up for the free weekly email updateVisit the SRI360° PODCASTVisit the SRI360° WEBSITEFollow SRI360° on XFollow SRI360° on FACEBOOK—Additional Resources:

The trades are more than just a career path—they're the backbone of our communities and economies. In this episode, we sit down with Dennis Beaudoin, Dean of the School of Trades & Skills at Olds College of Agriculture & Technology, to explore how Olds is equipping students for meaningful, in-demand careers in the skilled trades. With a proud history dating back to 1913 and a future-focused approach to hands-on education, Olds College is leading the way in trades and skills development through innovative programs, dynamic partnerships, and a strong sense of community. Just like farm transition is a hot topic and opportunity for the next generation, there's an incredible and growing opportunity in the coming decades as current trades business owners begin to retire. Transition planning in the trades sector will create space for skilled, entrepreneurial leaders to step up and shape the future of these industries. Whether you're a student exploring options, a past graduate looking to reconnect, or an industry leader seeking ways to support the next generation of skilled workers—this episode has something for you. What You'll Hear About: - What makes Olds College unique in Alberta's post-secondary landscape - An overview of trades and skills programs: pre-employment, apprenticeships, RAAP, dual credit, diplomas & certificates - Why the trades are not just important—but essential to our future - High demand for graduates—with a 98% placement rate for students entering the workforce - The growing opportunity in trades business ownership as older generations retire - Exciting updates on Olds College's trades building expansion and what it means for students and industry - Why Olds College stands out—and the team behind its growing reputation - How individuals, alumni, and businesses can support the Trades Campaign - Information for prospective students and how to take the next step Final words of encouragement for anyone considering a future in the trades? Dennis has some great words of wisdom for anyone looking for a career path and considering the trades. Thanks for tuning in, Tracy ============================= ✅ Important Link to Follow

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

In the first of a three-part mini series exploring the trends impacting the financial services sub sectors, host Tessa Norman is joined by Albertha Charles, PwC UK and Global Asset and Wealth Management (AWM) Leader, and Andrew Strange, Director in PwC UK's Regulatory Insights team, to take a deep dive into the drivers of change in the AWM sector. Against a backdrop of market volatility, shifting investor expectations, and increasing regulatory complexity, our expert guests explore the forces reshaping the AWM landscape - from the rapid rise of private markets to generational wealth transfer.We discuss how technology is driving change, enabling both operational efficiencies and new revenue opportunities through innovations such as tokenised funds and tech-as-a-service offerings. Our guests also unpack the UK's policy drive for growth, examining regulatory initiatives including the FCA's advice guidance boundary review, consumer composite investment regime, and outcomes-based model of supervision.We conclude with a look at how firms are rethinking strategy in light of these trends, and what will differentiate those that thrive in this period of transformation. You can contact our PwC speakers if you'd like to discuss any of the topics covered, at tessa.norman@pwc.com, albertha.charles@pwc.com, and andrew.p.strange@pwc.com. You can access the publications mentioned in the podcast below:PwC value in motion: https://www.pwc.com/gx/en/issues/value-in-motion.html PwC's Asset and Wealth Management Revolution: https://bit.ly/44lQVZF To hear more from us on financial services risk & regulation, you can also access all our regular publications at this site: https://www.pwc.co.uk/industries/financial-services/understanding-regulatory-developments.html.  

Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss the harmful effects of minimum wage laws.Buy our new book: The Good StewardEconomics in One LessonSee the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaLife Financial Group, Inc.Wealth Management from a Biblical WorldviewDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Subscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

Recorded live at The Summit for Wealth Management 2025, this special episode of FinTech's DEI Discussions features an inspiring conversation between host Nadia and Sarah Revell, Director of Operations at Athena Wealth Planning Ltd.Sarah shares what true inclusion means in the world of wealth management—from shifting cultures to embracing diversity at every level.Tune in to hear how the sector is evolving, what still needs to change, and why inclusion must go beyond the invitation.FinTech's DEI Discussions is powered by Harrington Starr, global leaders in Financial Technology Recruitment. For more episodes or recruitment advice, please visit our website www.harringtonstarr.com

In this episode of Beer and Money, Ryan Burklo and Alex Collins discuss the common financial question of whether individuals should overpay on their mortgages. They explore the implications of mortgage overpayment on cash flow, financial stress, and overall financial planning. The conversation emphasizes the importance of liquidity and how having access to cash can alleviate financial worries, especially as individuals approach retirement. Through various strategies, they illustrate how managing cash flow effectively can lead to better financial outcomes and peace of mind. Check out our website:  beerandmoney.net For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Takeaways The top financial question is whether to overpay on a mortgage. Many clients feel financially stressed despite having good incomes. Cash flow and liquidity are crucial for financial peace of mind. Overpaying on a mortgage can reduce long-term debt stress. Having cash reserves can provide opportunities and reduce anxiety. Financial planning should consider both cash flow and balance sheet. Real-life financial decisions often differ from spreadsheet calculations. Peace of mind is a valuable aspect of financial planning. Strategies should be tailored to individual circumstances and needs. Liquidity can sometimes be more important than maximizing returns. Chapters 00:00 Understanding Mortgage Overpayment Concerns 05:43 The Cash Flow Conversation 10:57 Strategies for Mortgage Management 14:25 The Importance of Liquidity and Peace of Mind  

Join Moe and Javaid as they analyze the market impact of the war in the Middle East. How will markets react to the US intervention in Iran over the weekend? What is the status of the Big Beautiful Bill? Listen now to find out!  

Should You Claim Social Security at 62?Dr. Preston Cherry challenges the idea that you have to wait until 70 to claim Social Security. For Gen Xers juggling aging parents and kids, claiming at 62 could offer more than just a check—it could bring peace of mind, flexibility, and better use of your money now. The key? Making the choice that fits your life, not someone else's rule of thumb.Takeaways:• More Flexibility Now• Less Portfolio Stress• Smart Tax Moves• Fits Gen X Life• Your Goals Matter00:00 Intro00:59 Should You Really Wait Until 70?03:52 Claiming Early as a Tax Strategy06:11 The Trap of Default Advice07:14 Final ThoughtsWant to learn more? Connect with us below!Stay informed and inspired! Join our FREE wealth & well-being newsletterDo you want confidence & clarity? Check out our award-winning wealth advice servicesGrab Your Copy of Dr. Cherry's book ‘Wealth In The Key of Life'Disclosure: episodes are educational only, not advice. Review our disclosures here: https://www.concurrentfp.com/disclosures/

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 hereWhat if your dream vacation property is actually delaying your path to early retirement?You're hustling to build wealth, investing in real estate, running your business, and maybe even fantasizing about a peaceful cabin escape. But here's the question: are your current financial moves bringing you closer to freedom—or quietly costing you years of progress? In this episode, Kyle and Jon unpack a real conversation with a Canadian business owner who seems on track—until the numbers tell a different story.You'll discover:Why real estate investments that “feel good” can still be cash flow trapsHow to avoid mistaking net worth for true financial freedomA framework for evaluating whether your lifestyle goals and investment strategies are actually alignedHit play now to learn how to clarify your wealth vision, optimize for cash flow, and build a roadmap that gets you where you really want to go.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Achieving financial freedom in Canada requires more than just saving aggressively—it demands clear vision planning, strategic investment strategies, and a deep understanding of corporate wealth planning. Whether you're navigating real estate investing in Canada, weighing salary vs dividends, or optimizing your RRSP room, the right Canadian wealth plan blends financial buckets, capital gains strategy, and tax-efficient investing. For business owners, aligning your corporate structure with your long-term financial independence goals is crucial. From property management decisions to balancing personal vs corporate tax planning, building cash flow through diversified assets and passive income planning supports both your modest lifestyle wealth today anReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

In this conversation, Dylan Silver interviews Peter Fisher, a seasoned financial advisor and co-founder of Sequent Real Estate and Wealth Management. They discuss the integration of real estate into investment portfolios, focusing on strategies for retirement income through passive real estate investments. Peter explains the benefits of Delaware Statutory Trusts and REITs, the importance of networking and mentorship in the real estate industry, and offers advice for new graduates looking to enter the field. The conversation emphasizes the transition from active to passive investment strategies and the significance of building relationships in raising capital for real estate ventures.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

The co-founder of F2 Strategy, Doug Fritz, offers a mini-masterclass on how the best advisory businesses utilize technology to create efficiencies and deliver a better client experience. Discover how strategic choices in building a tech stack, incorporating AI, and other key elements can future-proof your business and serve as a distinct differentiator.

Jake Braund (Portfolio Manager, Wealth Management & Institutional Services at Associated Bank) joins Steve Grzanich in today's Associated Bank Thought Leader conversation to discuss Jake’s upcoming webinar, “Private Wealth & Investment Outlook Webinar: How to manage risk and capitalize on opportunities in a time of change,” and the overall outlook on the economy and stock markets.

Your business is growing—but is your personal wealth strategy keeping up?In this episode, I sit down with Mark Cecchini, a wealth advisor who works with high-growth founders, to break down what it really means to build a personal capital stack.

Today, I want to talk about something that's really flying under the radar—but it shouldn't be. Imagine being taxed on money you haven't actually earned. Not on rent you've received, not on a capital gain you've banked, but just on the increase in value of an asset you still hold. Sounds crazy, right? Well, that's exactly what the federal government's proposed new tax on superannuation above $3 million aims to do—taxing unrealised capital gains. And while they say it'll only affect a handful of wealthy Australians today, the truth is—because that $3 million cap isn't indexed to inflation—it could very well affect many, many more of us tomorrow. Worse still, it sets a precedent. If the government can tax you on unrealised gains in your super, what's to stop them doing the same outside of super? To your investment property? Your business? Your share portfolio? So today, I've chat with Ken Raiss, Director of Metropole Wealth Advisory and Australia's leading property taxation strategist. We unpack exactly what this policy means, why it matters far more than most people think, and what smart investors should be doing now to prepare. Trust me—this episode isn't just about super. It's about the future of taxation in Australia. And whether you're a seasoned investor or just planning your financial future, you need to understand what's really going on. Takeaways  ·         The proposed tax on superannuation targets unrealised profits. ·         This tax could affect more Australians than initially stated. ·         Investors need to be aware of the implications of taxing unrealised gains. ·         The new tax policy may create a complex valuation process for assets. ·         Property investors may face increased financial burdens as a result of this tax. ·         Seeking expert financial advice is crucial in navigating these changes. ·         The tax system's integrity is at stake with these new policies. ·         Long-term planning is essential for adapting to tax changes. ·         Investors should consider alternative investment strategies outside of superannuation. ·         The proposed tax could set a precedent for future taxation policies. Chapters  00:00 Introduction to Proposed Tax Changes 04:34 Understanding the Tax on Unrealized Gains 06:59 Implications for Future Generations 09:15 The Complexity of Valuation and Taxation 11:57 Fairness and Exemptions in Taxation 14:26 Investor Confidence and Market Reactions 16:57 Strategies for Wealth Management 19:36 The Role of Professional Advice 22:12 Future Taxation Trends and Concerns Links and Resources: Michael Yardney Get the team at Metropole Wealth Advisory create a Strategic Wealth plan for your needs Click here and have a chat with us  Ken Raiss, Director of Metropole Wealth Advisory  Get a bundle of eBooks and Reports at www.PodcastBonus.com.au  Also, please subscribe to my other podcast, Demographics Decoded with Simon Kuestenmacher – just look for Demographics Decoded wherever you are listening to this podcast and subscribe so each week we can unveil the trends shaping your future. Or click here: https://demographicsdecoded.com.au/

When it comes to family business succession, it's often not what we don't know that gets us into trouble—it's what we assume we know. In this episode, Patti Durand joins Tracy to unpack five common (but misleading) assumptions about family business transitions—handpicked by Tracy from Chapter 3 of Patti's book, The Future Leader: The Successor's Guide to Family Business Leadership. These assumptions may sound familiar… even logical. But left unchallenged, they can quietly undermine the very foundation of a successful transition. What You'll Hear About: - Five popular succession assumptions—straight from Patti's book - How unspoken assumptions can derail even the best-laid plans - The potential limitations of even your most trusted advisors - What happens when you assume a plan exists… but haven't seen it - How lifelong familiarity can blind us to what's really being said—or left unsaid - The hidden strength in saying, “I don't know” - What future leaders and founders both need to start doing now From unspoken expectations to misplaced confidence in familiar advisors, Patti walks us through the blind spots that can quietly derail succession plans. But don't worry—we're not giving it all away in the show notes.  You'll have to listen to find out what assumptions could be quietly holding your family business back. Thanks for tuning in, Tracy FREE Transition Planning Resource eBook: Tracy shares a new free tool for listeners eager to learn more about transition planning. https://www.farmmarketer.com/impact_farming_show/free_resources =================================

Welcome back to the Alt Goes Mainstream podcast.Today's episode is with someone who is running the long race — in investing and in running.We sit down with prolific long distance runner, Blue Owl Capital's Ivan Zinn, who has been a pioneer in alternative credit and asset-based finance.Ivan has had a long career in private credit. He started at DLJ before joining Leonard Green & Partners and Highbridge Capital. He then joined HBK before founding pioneering private credit firm Atalaya Capital Management, where he was also the CIO. Ivan and team grew Atalaya to over $10B in AUM from 2006 to 2024 before being acquired by Blue Owl Capital for $450M (and $800M with earnouts).As part of the transaction, Ivan became Managing Director at Blue Owl and is the Head of Alternative Credit, where the firm is now expanding its footprint due to Atalaya's expertise. Ivan is as prolific outside of the office as he is in it — he is a long distance runner, running 100 mile races, and was a NCAA All-American tennis player, which comes as no surprise given the discipline, focus and expertise required to excel at the activities he's done throughout his career in work and sport. He's also a Board member of the USTA Foundation.Ivan and I had a fascinating conversation about the evolution of private credit and the growth of asset-based finance. We discussed:How and why ABF has grown within the private credit ecosystem.ABF's market structure and a “trip down main street.”The potential size of the ABF market.Why moving assets off bank balance sheets can help the financial system.Why private credit is a data rich asset.Where ABF fits in a portfolio.Why consumer credit is potentially misunderstood within private credit.Thanks Ivan for coming on the show to share your wisdom and expertise on private credit and ABF. Good luck to anyone keeping up with you on a long run though!You can also see a recent Q&A with Ivan about private credit and ABF on AGM here.Subscribe to Alt Goes Mainstream to receive the weekly newsletter every Sunday and all of AGM's podcasts.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction and Message from our Sponsor, Ultimus01:57 Introducing Ivan Zinn03:49 Parallels Between Running and Business05:32 Early Days of Private Credit06:52 Post-GFC Changes in Private Credit07:31 Evolution of Atalaya's Business Model08:21 Growth of Asset-Based Finance09:38 FinTech's Role in Private Credit11:09 Importance of Stable Capital Sources21:09 Concentration Risks in Private Credit22:27 Defining Asset-Based Finance (ABF)22:53 Different Flavors of ABF27:43 Investor Exposure and Risk in Private Credit29:46 Direct Lending vs. Public Credit36:02 Consumer Credit and Perceived Risks37:36 Debunking the Cyclical Perception of Credit Risk38:22 The Utility of Credit Cards During Financial Crises38:44 The Resilience of ABS and Diversified Portfolios39:07 The Role of Data Science in Credit Analysis39:32 Surviving the GFC: A Benchmark for Credit Pools39:53 Diversification in ABF and Private Credit40:48 Selective Approach to Consumer Credit41:36 The Importance of Manager Selection in Credit Investing42:11 Private Market Transactions and Large Announcements42:40 The Journey from Atalaya to Blue Owl43:25 Challenges in Institutional Fundraising and Capital Formation44:20 The Need for Diverse Capital Sources45:43 Integration and Cultural Fit with Blue Owl46:16 The Role of Data Science and Innovation in Credit50:22 The Wealth Channel and Private Credit50:50 Private Credit as a Fixed Income Replacement52:34 Transparency and Market Structure in Private Credit55:55 Educating Investors on Private Credit57:48 The Evolution and Adoption of ABF01:00:15 The Growth of Private Credit Market01:01:28 Challenges and Opportunities in Private Credit01:03:45 The Importance of Scale in Credit Investing01:04:28 Vertical Integration in Financing01:05:26 Relentless Forward Progress in Credit Investing01:06:31 Memorable Investments and Risk-Reward Balance Editing and post-production work for this episode was provided by The Podcast Consultant.

Is the 4% Rule obsolete? Roger and Elias talk about the popular rule of thumb and why they believe a personalized strategy is the key to generating income in retirement.    Take control of your financial future: https://www.btwealthshow.com/start-planning Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your attorney, accountant, and financial or tax advisor prior to investing.  Premier Investments & Wealth Management and LPL Financial do not provide tax advice, please consult your tax professional.  Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal. Asset allocation does not ensure a profit or protect against a loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.  All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Contributions to a traditional IRA may be tax deductible in the contribution year, with current income tax due at withdrawal. Withdrawals prior to age 59 ½ may result in a 10% IRS penalty tax in addition to current income tax. A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply. Consult your tax professional about eligibility to Roth and Traditional IRA contributions. Contributions and earnings in a Roth IRA can be withdrawn without paying taxes and penalties if the account owner is at least 59 ½ and has held their Roth IRA for at least five years. Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a required minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA. Premier Investments & Wealth Management and LPL Financial do not provide specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

Stocks slide as Israel-Iran truce hostilities persist, Trump's overnight call for the evacuation of Iran's capital city spooked markets, More on the Retirement and Wealth Management seminar at the Crowne Plaze in Foster City on Saturday June 21st at 10am with CFP Chad Burton and CFP Ryan Ignacio of EP Wealth Advisors

In this conversation, Dylan Silver interviews Jessica Dawson, a real estate agent who discusses her journey into real estate and the innovative mortgage strategies she employs to help clients pay off their homes faster. Jessica explains how her financial technology company offers a unique approach to mortgages, allowing clients to pay off their homes in as little as five to seven years while also creating a retirement plan. The discussion includes real-life case studies demonstrating the effectiveness of these strategies and touches on the broader implications for financial education and debt reduction.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss who wins and who loses in an inflationary environment Buy our new book: The Good StewardSee the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaLife Financial Group, Inc.Wealth Management from a Biblical WorldviewDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Subscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

This week, Damon Roberts and Matt Deaton discuss the importance of financial advisors, particularly for individuals nearing retirement. They emphasize that while younger individuals may not need an advisor, those aged 50 and older should start planning for retirement. The conversation also covers the misconceptions about 401(k) fees and the value of seeking professional advice. Additionally, the hosts explore the role of annuities in providing stable income during retirement and compare them to traditional pensions, highlighting the flexibility and control that annuities can offer. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Join Moe and Javaid as they analyze the market impact of the war in the Middle East. Will this war escalate, will the U.S get involved, and what does it mean for equities, bonds, and commodity markets? Are there other signals in the market investors should be aware of? Listen now to find out the answers to these questions and more!

This week, Jack Sharry talks with Kellan Brown, Chief Operating Officer and Chief Development Officer at 100 Women in Finance. With an impressive resume that includes leadership roles at Income Lab, PrimeCo, and Finance of America's Retirement Strategies Division, Kellan has also earned accolades like the Disruptor Award and Ascension Award from WealthManagement.com and was named one of InvestmentNews' Women to Watch. In their conversation, Kellan shares the remarkable story of her career journey—from her early days in sports marketing and commercial construction to discovering her passion for championing women in finance. She offers insight into how 100 Women in Finance supports women at every stage of their careers and why mentorship is essential to changing the face of finance, fintech, and investment leadership. In this episode: (00:00) - Intro (01:53) - The mission and impact of 100 Women in Finance (04:32) - Kellan's career journey (07:34) - How the organization's mentorship program is making a difference (10:39) - Kellan's keynote at SEI (13:28) - Programs and initiatives empowering women in finance (19:25) - Advancing women in the finance industry (23:30) - The transformative power of mentorship for women (24:55) - Kellan's interests outside of work Quotes "I was awarded the Disruptor Award for a very clear reason. I believe in all of the work that we're doing, and we are not breaking any laws. Our partners are so committed to us, and we are not alienating anyone." ~ Kellan Brown  "Women elevate every single level of any organization when there's equality." ~ Kellan Brown "In a male-dominated industry, we have to find someone that's going to break that barrier down, give us access, and have allyship." ~ Kellan Brown Links  Kellan Brown on LinkedIn 100 Women in Finance Finance of America Income Lab Michael Lane Allie Carey SEI Sneha Shah Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Stocks slide as Israel-Iran truce hostilities persist, Trump's overnight call for the evacuation of Iran's capital city spooked markets, More on the Retirement and Wealth Management seminar at the Crowne Plaze in Foster City on Saturday June 21st at 10am with CFP Chad Burton and CFP Ryan Ignacio of EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

June is Dog Bite Awareness Month. How much of a bite will Uncle Sam take out of your retirement money? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

The stock market was bouncing back amid some reprieve in the surge in oil prices as global markets sized up the conflict between Israel and Iran, The S and P 500 is about 2.9 percent from setting a fresh high, More on the Retirement and Wealth Management seminar at the Crowne Plaze in Foster City on Saturday June 21st at 10am with CFP Chad Burton and CFP Ryan Ignacio of EP Wealth Advisors

In this episode, Ryan Burklo and Alex Collins discuss the impending changes to the Washington State estate tax, including updates to the exemption limits and tax rates. They emphasize the importance of proper estate planning to navigate these changes effectively and ensure that individuals and families can protect their assets and minimize tax liabilities. The conversation highlights the need for coordination among financial advisors, estate planning attorneys, and CPAs to create a comprehensive estate plan that addresses both state and federal tax implications. Check out our website:  beerandmoney.net For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Below are the episodes mentioned by Ryan & Alex: Episode 274 https://beerandmoney.libsyn.com/episode-274-top-3-mistakes-of-estate-plans-with-rob-bukacek Episode 281 https://beerandmoney.libsyn.com/episode-281-traversing-the-estate-planning-maze-with-rob-bukacek Takeaways Washington State is considering changes to its estate tax. The current exemption is $2.2 million per person. Proper estate planning is crucial to avoid losing exemptions. The proposed exemption may increase to $3 million. Tax rates are set to increase significantly. Coordination between financial professionals is essential. Real estate values in Washington can quickly lead to estate tax issues. Life insurance can be subject to estate taxes depending on ownership. Individuals should act now to prepare for these changes. Understanding both state and federal estate tax implications is vital. Chapters 00:00 Introduction to Washington State Estate Tax Changes 02:57 Understanding the Current Estate Tax Exemption 06:01 Proposed Changes to Estate Tax Exemption 08:57 Impact of Increased Tax Rates 11:58 Importance of Estate Planning 15:05 Conclusion and Call to Action

The stock market was bouncing back amid some reprieve in the surge in oil prices as global markets sized up the conflict between Israel and Iran, The S and P 500 is about 2.9 percent from setting a fresh high, More on the Retirement and Wealth Management seminar at the Crowne Plaze in Foster City on Saturday June 21st at 10am with CFP Chad Burton and CFP Ryan Ignacio of EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

On this week's episode of Winning at Life, Gregory Ricks and Dwayne Stein cover rising mortgage rates, real estate pitfalls, and how global tensions may influence markets. Hear Gregory's personal scam story, tips to protect seniors from fraud, and more about Roth IRAs, annuities, and investment strategies. For LIVE financial news talk radio, tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:WRNO-News Talk 99.5 FM New Orleans - 10 am - 1 pmWBUV-News Talk 104.9 FM Biloxi - 10 am - 1 pmORFor financial news talk ON DEMAND, tune into the Ask Gregory Podcast for more financial topics that may interest you! Visit: https://gregoryricks.com/podcast/Download the Winning at Life app to never miss a replay!Investment Advisory products and services made available through AE Wealth Management, LLC or registered investment advisor, insurance products are offered through the insurance business Gregory Ricks and Associates, Incorporated AE wealth management does not offer insurance products, the insurance products offered by Gregory Ricks and Associates incorporated are not subject to investment advisor requirements. Investing involves risk, including the potential loss of principal, any references to protection, safety or lifetime income generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying ability of the issuing Carrier. This radio show was intended for informational purposes only. It is not intended to be used as the sole basis for a financial decision, nor should it be construed as advice designed to meet the particular needs of an individual situation. Gregory Ricks and Associates is not permitted to offer and no statement made during the show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the US government or any governmental agency. The Information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Gregory Ricks and Associates. Please remember that converting an employer plan account to a Roth IRA is a taxable event. Increased taxable income from the Roth IRA conversion may have several consequences, including, but not limited to a need for additional tax withholding or estimated tax payments, the loss of certain tax deductions and credits and higher taxes on Social Security benefits and higher Medicare premiums. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA. Neither AE Wealth Management nor advisors providing investment advisory services through AE Wealth Management recommend or facilitate the buying or selling of cryptocurrencies. Third parties and guests of the show are not affiliated with nor do their opinions reflect those of Gregory Ricks and associates or AE wealth management. Ae Wealth Management provides services without regard to political affiliation. And the views of individual advisors are not necessarily the views of AE Wealth Management. We are Winning at Life with Gregory Ricks.

In this episode, Dr. Preston Cherry breaks down why many high-income Gen Xers still feel stuck financially. Even with good paychecks, lifestyle creep and unclear goals can cause stress. Dr. Cherry explains how aligning your money with your values—not just chasing more—can lead to real peace and freedom. It's not about starving your present for your future. It's about balance.Takeaways:• Lifestyle creep adds stress• Align money with values• Spending shows priorities• Net worth ≠ freedom• Reroute cash, gain peaceWant to learn more? Connect with us below!Stay informed and inspired! Join our FREE wealth & well-being newsletterDo you want confidence & clarity? Check out our award-winning wealth advice servicesGrab Your Copy of Dr. Cherry's book ‘Wealth In The Key of Life'Disclosure: episodes are educational only, not advice. Review our disclosures here: https://www.concurrentfp.com/disclosures/

In this week's episode, Ather Bajwa, Managing Director of Multi-Strategy Research, joins us to deliver a masterclass in private credit – what it is, why it's important, and what to consider before investing. We also unpack new surveys and reports across a variety of topics including unemployment, inflation, and volatility. As usual, we look at where the markets are in light of the global and national news of the day, such as increasing conflict in the Middle East and the upcoming Federal Open Market Committee (FOMC) meeting. Speakers:Brian Pietrangelo, Managing Director of Investment StrategyStephen Hoedt, Head of EquitiesAther Bajwa, Managing Director of Multi-Strategy Research 00:23 – The PGA U.S. Open tries to provide a bright spot during a week of somber news from around the globe, including the passing of Beach Boys' keyboardist Brian Wilson.01:50 – Initial weekly unemployment claims remain stable from the previous week.02:18 – The Consumer Price Index shows mixed stories amid persistent inflation; the Federal Reserve's target of 2% stays elusive.03:23 – The Fed is unlikely to cut interest rates at next week's FOMC meeting.05:06 – Escalating tensions in the Middle East have a negligible downside effect on a stock marketing experiencing all-time highs.07:33 – A University of Michigan survey of consumers and an American Association of Individual Investors survey indicate an overall improving attitude toward the economy, despite an uptick in the CBOE Volatility Index (VIX).10:59 – An introductory overview of the trending private credit market.15:02 – Why private credit is becoming increasingly popular, and what changes we're seeing in the quality of participants.17:35 – The advantages and considerations of private credit, and what to consider before making this investment.  Additional ResourcesKey Questions: What Tax Proposals Are in the 'One Big Beautiful Bill Act' That All Taxpayers Should Be Aware Of? Key Questions | Key Private Bank Subscribe to our Key Wealth Insights newsletterWeekly Investment Brief Follow us on LinkedIn

What to know about the AI stock players and Quantum Computing, Trends with Venture Capital Firms, More on the Retirement and Wealth Management seminar at the Crowne Plaze in Foster City on Saturday June 21st at 10am with CFP Chad Burton and CFP Ryan Ignacio of EP Wealth Advisors

In this episode, Rory speaks with Danny Lohrfink, co-founder and Chief Product Officer at Wealth.com, and Julie Johnson, founder of XY Communication, about their contributions to The Holistic Guide to Wealth Management and how estate planning and communication are changing the way advisors serve clients. Danny explains how modern estate tech is making these conversations more accessible, scalable, and easier to understand for clients at every wealth level. From automating updates to visualizing legacy goals, technology is helping advisors focus more on planning and less on paperwork. Julie shares how to connect across generations and genders, and why women and younger clients are looking for advisors who listen, simplify, and build relationships based on trust and empathy. Together, they highlight how CPAs and advisors can deliver family-office-level care by acting as the quarterback, facilitating values-based conversations, and guiding clients through meaningful decisions. Want to learn how visuals and AI are transforming estate planning? Curious how to better engage the next generation before the wealth transfer happens? Find out the answers to these questions and more in this insightful conversation with Danny Lohrfink and Julie Johnson.

SummaryIn this episode, Mo Arbas and Paul Miller engage with Trisha Floyd, a CPA firm owner, discussing her journey in transitioning from traditional accounting to advisory services. Trisha shares insights on the importance of client education, building trust, and the integration of wealth management into CPA practices. The conversation highlights the evolving landscape of the service industry and the opportunities for CPAs to provide higher levels of service and support to their clients.TakeawaysTrisha Floyd emphasizes the importance of client education in advisory services.Building trust is crucial for CPAs to effectively offer wealth management.The integration of wealth management into CPA practices can enhance client relationships.Understanding client needs goes beyond tax returns; it's about holistic financial planning.Trisha's firm aims to provide customized plans for clients of all ages.The service industry is evolving, with a growing demand for comprehensive financial services.CPAs can leverage their expertise to offer higher levels of service and support.Effective communication and asking the right questions can uncover additional client needs.The future of advisory services lies in the ability to adapt and provide tailored solutions.Trisha is excited about the potential of marrying CPA services with wealth management.Keywords: CPA, advisory services, wealth management, client education, financial planning, trust, client relationships, service industry, tax planning, financial advisory

President Trump renewed his threat to impose take it or leave it tariffs on trading partners, Boeing slumped in the wake of a deadly plane crash in India, More on the Retirement and Wealth Management seminar at the Crowne Plaze in Foster City on Saturday June 21st at 10am with CFP Chad Burton and CFP Ryan Ignacio of EP Wealth Advisors