show episodes
 
20/20 MONEY, hosted by Certified Financial Planner and experienced Wealth Adviser Adam Cmejla, aims to bring clarity to financial concepts and strategies that impact optometrists. For more information on the show and on Adam, please visit https://www.integratedpwm.com/
 
The Wealth Exchange provides access to the experts on the issues that are important to affluent families and business leaders across Canada. Providing in-depth conversations on a wide range of topics, the podcast has featured change makers, business leaders, subject matter experts and humanitarians from around the globe.
 
The Human Side of Money delivers actionable ideas and strategies to equip financial advisors with the skill set they need to master the human side of money. Whether you've been providing financial advice for 40 days or 40 years, it's evident that technology is shifting your value away from simply picking investments and providing financial plans. The future of advice will hinge on your ability to guide clients through the process, unearth their values and emotions around money, and ultimatel ...
 
Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
 
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My Freedom Foundry

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My Freedom Foundry

Paul David Thompson: Investor, Speaker and Coach

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Welcome to My Freedom Foundry Podcast, a podcast dedicated to taking real estate investing to the next level. Whether you’re a beginner, an experienced investor, or a real estate professional, this podcast is for you. We’ll cover everything from flipping houses to finding the right rental property, as well as advice for both rental properties and creative financing. In each episode, we’ll bring you inspiring stories from real estate pros, in-depth interviews with industry leaders, and practi ...
 
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The Land of Possibilities

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The Land of Possibilities

Joel and Colton McGriff at The McGriff Alliance

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What matters most to you? We often hear it’s about family, faith and providing for future generations. This father and son podcast reminds you of the evening stories you hear while sitting back in a rocking chair on the front porch. The conversations are beyond talk of the stock market and more about the legacy you want to create. Truly, it’s a new perspective on how to see and enjoy this incredible land of possibilities in front of you.
 
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The CASH Podcast

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The CASH Podcast

Adam D. Koós, CFP®, CMT®, CEPA

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The CASH Podcast is aimed at educating Business Owners, Entrepreneurs, and Executives on how to get smarter and more knowledgeable when it comes to their finances, as well as their retirement planning and investment management. We want to teach people how to live wealthier, more educated, successful, happier lives! The podcast focuses on topics including, but not limited to: -How to Make Work "Optional" -Earning Money and Putting it to Work! -Personal Interviews with thought leaders, CEO's, ...
 
In this podcast series Matt Heine, Joint Managing Director of Netwealth, chats to industry professionals and thought leaders on what opportunities and challenges they see for financial advisers and the wealth industry as a whole. Together they explore latest technologies, business models, changing demographic patterns and general trends in the industry. This series is designed for wealth professionals who are interested in seeing their business and the industry in a different light.
 
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Jake Of All Trades

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Jake Of All Trades

Jake Rivas: Financial Advisor To Millennials

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Every week Jake Rivas, Financial Advisor To Millennials, will hit the streets, coffee shops, and restaurants to get raw feedback from YOU about the real financial obstacles you are facing today. Jake will help you take the guesswork out of managing your money choices while curating and sharing the best advice and insights into making smart money choices. Jakes Two Cents will help you navigate credit, financial debt, saving for the future, student loans, mortgages, travel, money, lifestyle, a ...
 
A top retirement podcast dedicated to helping you: Reduce Taxes | Make Work Optional | Maximize Retirement Income | Invest Confidently | Optimize Stock Compensation | Help Future Generations Scott Sierens, financial advisor at Sierens Financial Group, will provide thoughts, strategies, and ideas on each episode to help you thrive in life, wealth and retirement. The goal is to take complex financial subjects and make them simple and easy to understand so you can feel confident to take action, ...
 
Your Money Momentum delivers information on personal financial planning, investing, and wealth management with our engaging hosts, Certified Financial Planner™ Professionals Tom Kennedy and Kevin M. Curley, II from Global Wealth Advisors in Texas. Every other Friday, Tom and Kevin will bring you 30 minutes of discussion, strategy, and practical advice aimed at building momentum with your money. We’ll bring you market observations and interviews showcasing real-life examples to help you accum ...
 
Welcome to “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession. Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at he ...
 
When your goals are meaningful and your wealth has purpose, you can truly live with intention… Welcome to Intentional Wealth, a monthly podcast where, alongside notable financial professional guests, Private Wealth Advisor and Founder of Braun-Bostich & Associates, Amy Braun-Bostich, delivers useful insights and strategies that help YOU to live your best financial life! Learn more about Braun-Bostich & Associates at https://www.Braun-Bostich.com
 
What do you get when you put two experts behind mics to match wits on the current state of financial services, the economy, investments, and more? The answer is "Wealth, Managed with Michael Finke and David Blanchett," a production of The American College of Financial Services. Join Michael and David as they take on trending topics and new developments in wealth management in their own informative, engaging, and entertaining style. Any views or opinions expressed in this podcast are the host ...
 
FinMar Today brings together those looking to succeed within the financial realm for firms, clients, agencies and anyone looking to leverage longstanding marketing techniques. FinMar Today looks to focus on community sourced questions so the discussions can be what you submit and you want addressed.
 
You’ve created a powerful financial asset with the Perpetual Wealth Strategy and have a sound financial team behind you. Now what? CEO Patrick Donohoe dives deep into the foundational benefits, best practices, and elevated utilizations you should be exploring as you seek to maximize your strategy’s value. Get actionable insights from tenured Wealth Strategists, and hear powerful success stories from fellow clients embarking on the same financial path. Whether you’re an active client or simpl ...
 
Join your host Jammie Avila as he shares his thoughts on a wide variety of financial topics surrounding retirement strategy, investment management, tax planning and more! Jammie Avila is the managing partner and co-founder of Cornerstone Wealth Management with offices in Las Vegas and Henderson, Nevada. Get more information at www.cornerstonevegas.com or by calling 702-252-5252. Registered Representatives offer securities through Independent Financial Group, LLC (IFG), Member FINRA/SIPC. Inv ...
 
My name is Scot Landborg – I’m here to help you Retire with your Eyes Wide Open. That means having the information you need and the clarity you deserve. It means understanding and interpreting the world as it changes. It means knowing about investments, taxes, social security, and estate planning and how they are all connected. And probably most important – it’s about living your best retirement life. The good life! Send us a listener question or schedule a consultation for more personalized ...
 
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show series
 
Market volatility became the norm in 2022. Are we in for more of the same in 2023? In this episode, we’ll share some of the predictions being made by some big industry names for the upcoming year. Here’s some of what you’ll learn in this episode: Here are the expert predictions for 2023. (2:13) What do I think about these predictions? (7:48) Here’s…
 
Key discussion topics covered by Frank and Rita include: *How surrounding yourself with the right team is paramount to building a practice that makes its mark on the industry. *The independent model shift towards “be supported, be free” and how the intersection of technology, compliance, and operational resources impact advisor performance. *Why th…
 
You'll never truly master the human side of advice until you have the right mindset to do it. And, unfortunately, most advisors need a complete re-programming. One that wipes clean most of what you've been taught over the years. A mindset shift that transforms the way you approach your clients and your practice. If that sounds daunting, don't worry…
 
Our economy keeps growing, and technology advances at the speed of light. Robots and AI run most businesses worldwide, from customer service to accounting and everything in between. Artificial intelligence helps businesses become more efficient. But still, most people view AI as competition that will take over and lead to job losses. But is that re…
 
Adam welcomes friend and Fractional CFO John Aman of B2BCFO to discuss his capacity in helping business owners across the country sell their business and successfully transition ownership. 2/3rds of business owners aren't prepared to sell their business, and a whopping 80% of owners who go to market never end up selling their business. John looks a…
 
It’s a brand new year! What’s your goal for 2023? Have you started hitting your New Year’s Resolution already? In this episode of The Land Of Possibilities, Joel and Colton McGriff discuss how to think bigger and push beyond your limits. They talked about how it is possible to break through mental barriers and use challenges as advantages. Joel and…
 
Understanding the relationship between business risk and the multiples that are paid on practices is important for anyone that's buying or selling a practice to understand. In this episode, I'll discuss how multiples are calculated, the different ways we can think about risk when it comes to investing, and why it's important to make sure that you'r…
 
Bill and Anastasia continue their January topic on budgeting (a key component of creating wealth) to discuss how their respective family budgeting and goal setting processes went this year. Anastasia mentions the spending category that took her by surprise and compares the practice to getting back into workouts. She shares responses from others on …
 
Host Ethan Astaneh speaks with Dan Wurtele and Ryan Dash, partners at The Vancouver Life Real Estate Group. Dan and Ryan lead a team of award-winning real estate advisors to help their clients navigate the complexities of the Vancouver real estate market. In today's discussion, Dan and Ryan discuss some of the most timely issues affecting the Vanco…
 
In the first part of this two-part series, we detailed the changes coming to required minimum distributions and Roth accounts. In this episode, we’ll work our way through more of the planning items in SECURE Act 2.0, including spousal IRAs, qualified charitable distributions, catch-up contributions, emergency savings accounts, and required minimum …
 
In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey are joined by Clare Kiesel, Senior Vice President, Business Development, LPL Independent Employee Channel, for a conversation that goes beyond surface level and peels back the current on the specifics behind the LPL Linsco model, why advisors are …
 
In healthcare, client outcomes and client satisfaction are directly correlated to the doctor's "bedside manner." The same holds true for client outcomes and satisfaction in financial planning and advice. In fact, research has shown that the #1 thing prospects look for in an advisor is "Interpersonal Skills." And other research has confirmed that hi…
 
In previous episodes Jake and Kirk discussed the possibility of student loan forgiveness and what it might look like. As of now there seems to be no possibility of student loan forgiveness occurring in the near future. What now? *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and P…
 
Real estate is one of the best investment avenues around the globe. Many people want to start their real estate journey but don’t know where to start. In this episode, Brent Bowers, owner of The Land Sharks and also an investor and coach, will share his real estate journey with us. Real estate helped Bowers in his career and personal life. Brent wa…
 
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Steve Vargo, OD with IDOC. Steve joins me back on the show to talk about the idea of employee productivity and how that translates into the overall success of the practice. We bifurcate this topic by first talking about associate vs owner productivity and steps that an owner ca…
 
Over the next several weeks Jake and Kirk will be discussing the largest legislative changes to retirement in American history. We will discuss changes to RMDs, 529s, Rollovers, 401ks, 401k Savings, IRAs, Roths, Roth 401ks and much much more. These changes will not take effect immediately. However, we will be explaining the changes to better help y…
 
Another round of retirement changes are on the way after President Biden signed a spending bill in December 2022 that included the SECURE Act 2.0. Retirees and pre-retirees need to understand what this legislation means, how it might impact you, and what planning opportunities this could open up. Here’s some of what you’ll learn in this episode: Ba…
 
Among the topics Frank and Matt cover are: *Fostering advisor autonomy within a practice as a catalyst for learning and growth, while maintaining an overall culture committed to high performance levels. *Tactics for implementing technology solutions to create a better client service model. *Efficiency as an obsession and how systems and processes a…
 
Investors are wondering what’s on the horizon with Secure Act 2.0. In episode 55 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II chat about the effects of Secure Act 2.0 on RMDs, 529 Plans, and Roth conversions. Unpack even more information as they discuss whether the Fed is pivoting on rates, …
 
It is very common to write down a new year’s resolution every year. And usually, they end up just a written goal and not an achievement. In this episode, I will discuss the importance of your goals and how it helps you towards success. I will also share my personal system of setting goals that surely help you achieve yours. Tune in to learn more! E…
 
Adam welcomes guests Jason and Tim Ault, Co-Founders of Coffman Media of Ohio and Florida. The generational ambition and entrepreneurial spirit of this father/son team has helped propel them to a leader among those in digital signage solutions. Starting as a traditional signage company and pivoting their way through world changing events such as co…
 
On this episode, I wanted to share a bit of a personal story about 3 lessons that I learned from my grandparents that have in large part shaped the money story and lessons that have guided my financial journey and how I view and use money money in my life. I hope this conversations gives you a benchmark and different viewpoint to compare your own m…
 
When it comes to vacations, do you pay first, budget later? Bill and Anastasia discuss their favorite vacations (which happen to be their most expensive vacations) and their least favorite unexpected vacation expenses before diving into Bill's process in budgeting for a vacation. What are some ways to save money while traveling? How do you factor i…
 
In episode 54 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II revisit the pain of 2022 and make some bold predictions of their own for 2023. Definitely worth a listen for Tom and Kevin’s hot takes as they discuss the housing market, gold, whether a wealth tax will make the rounds, and crypto. F…
 
In the latest episode of The Wealth Exchange podcast, Women’s LEAD host Selena Woo sits down with Dr. Stacy Irvine, co-founder of Totum Life Science and author of "Your Better Instincts". Stacy co-founded Totum Life Science with her partner Tim Irvine in 1995. They now have multiple locations in Toronto, providing a one-stop shop for all wellness n…
 
It’s time to open up the mailbag again and answer some of your financial questions on the podcast, and we have a few really good ones to tackle today. Whether you’re in retirement or getting close, there will be some good information that we think you’ll relate to with your own financial planning. So a few of the things we’ll address in this episod…
 
*I received tons of messages and emails asking when I was doing to have Dan back on to finish our conversation from Episode 13. If you haven't listened to Episode 13, my suggestion would be to start there, because even though we recap quite a bit of that conversation in this episode, it's the kind of information that you'll want to hear more than o…
 
Welcome to this episode of 20/20 Money! My guest on today’s show is Nathan Hayes with IDOC. Nathan joins me back on the show to have a continued dialogue about what it means to not only look at but actually use your practice financials to make good business decisions. In our conversation, we talk about the 7 key areas of expenses in an optometric p…
 
Having a million dollars saved for retirement isn’t providing the type of confidence that it used to for pre-retirees, and many people feel like they’ll need a little luck to be successful in retirement. Is that really the case and what’s a more realistic target number today? We’ll take a look at a recent article detailing the fears many Americans …
 
The IRS has released new “Inflation Adjusted Tax Brackets.” Who does this benefit and who might this hurt? How can you prepare? Will your raise or your current tax bracket change? Jake and Kirk discuss all aspects of this change and how to prepare for it (or who can ignore this!). *“Tax preparation, planning, IRS representation, and business valuat…
 
Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey commemorate the occasion with a trip down memory lane as they cover episode highlights, the production journey of Advisor Talk, and their best memories from the podcast recording experience. Milestones discussed by Frank and Dale include: *their favorite podcast episodes, the rea…
 
"If Santa Claus should fail to call, bears more come to Broad and Wall" - Yale Hirsch Adam is diving into the idea of "The Santa Claus Rally" - the 5 day period of trading during Christmas and New Years. Historically, has the Santa Claus Rally been a good time to invest? With the data from 2022 looking very similar to data we saw in 1974, Adam is d…
 
The Human Side of Money in 2022: Released 28 episodes Had 21 conversations with expert guests Delivered 2,342 minutes of content on the human side of advice Inside those 28 episodes, 21 conversations and 2,342 minutes lie hundreds of ideas, insights, and nuggets that will do two things: 1) Enhance and enrich your clients' lives 2) Forever change th…
 
In this special Swift Chat episode, Marie Swift interviews a range of guests from the 2022 MarketCounsel Summit held at the Four Seasons Las Vegas December 5-8, 2022. While the audio clips have been stitched together to create one full podcast episode, the video interviews are available as single clips on a Vimeo Showcase. Links to the video clips …
 
Welcome to this episode rewind of 20/20 Money! Given that this is the last episode of the year, this is usually when we are thinking about goal setting, and everyone’s schedule is anything but normal being the day after Christmas, I wanted to bring back the conversation that I had with my business coach Stephanie Bogan from the beginning of the yea…
 
In practice of having an abundance mindset, Bill and Anastasia return to their end of year tradition (for the third year in a row!) to take stock of what they and others are grateful for in the past year. A special thanks to those who shared their messages of gratitude with Creating Wealth, and to healthcare workers who made sacrifices and risked t…
 
We often think of financial scams coming in the form of some exiled prince in Africa who needs assistance. But these hokey scams that everyone has heard of are rarely the type of scam that will actually drain your bank account. Everyone knows about them. The scam that will get you is the one you aren’t expecting. On this episode Jake and Kirk discu…
 
Today’s show is all about answering your financial questions and we have four great ones for you that cover a few important topics. We’re going to answer questions about annuities, which is a product that not everyone understands. We’ll also talk about what to do if you come into a surplus of income, whether that’s from a work bonus, inheritance or…
 
In particular, this episode focuses on client solicitations when making a move. Topics covered by Frank and Brian include: Understanding your employment agreement, its restrictions, and how these can impact a transitioning advisor. The importance of knowing before your move the policies of the firm you are transitioning to, as well as the firm you …
 
Host Ethan Astaneh speaks with Ashley Ng, Director of Infrastructure Investments and Kazuki Nohdomi, Portfolio Manager - Private Equity & Venture Capital. On our first Private Capital Quarterly podcast, they walk us through some of the structural decisions our funds make that enhance value to clients and the due-diligence process that ensures we're…
 
Listen to Nathan Fradley, Director of Ethos ESG Australia and Senior Adviser at Tribeca Financial, as he recounts his career journey into ethical advice and why he brought an ESG data and software tool for advisers (Ethos) to Australia. Nathan unpacks the micro and macro impact of financial advisers on society and the economy, and the need to enhan…
 
Welcome to this episode of 20/20 Money! As we approach the end of the year, I thought it would be appropriate to share with you the 5 books I think all OD practice owners should read in 2023, and why I believe they will have a valuable impact on your business. As a reminder, you can get all the information discussed in today’s conversation by visit…
 
In episode 53 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II dissect the signs of recession including the market, the potential for a housing crash, and the Fed’s loss of credibility. They also give their year in review and thoughts on the Russia-Ukraine war, the potential end of Donald Trump’…
 
In the fray of market volatility, domestic political ambiguities, and global geopolitical risks and issues (not to mention obstinate inflation), we feel that investors need a checklist of financial to-dos that may help them navigate complicated times. At the end of each year, there are a multitude of financial-life decisions to make that could impa…
 
Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes. In this episode, we’ll cover at least the top 5 mistakes people make in their 401(k)s. Here’s some of what you’ll learn in this episode:…
 
Key topics covered in the conversation include: *The top automation strategies financial advisors need to employ now that have the most substantial and positive practice impact. *Simplifying and replicating efficient business processes as the foundation for sustainable business growth and increased profit. *How financial advisors can use process an…
 
2022 has been a tough year for all investors worldwide because of the recession. And it severely impacted the residential housing sector, especially in the US. Luckily, 2023 looks to be a promising year for all entrepreneurs. In this episode, Paul talks about the market insights for the upcoming year. He shares his predictions based on the current …
 
Today, Adam is taking a look at magazine covers throughout the decades that predicted doom and gloom for the economy, and how wrong they ended up being. In an attempt to keep you hooked on their television program or print, the media likes to leverage fear mongering, shock value, and worst case scenarios. Learn more about how wrong certain magazine…
 
Welcome to this episode of 20/20 Money! My guest on today’s show is Nathan Hayes of IDOC. Nathan joins me back on the show to talk about a goal that a certain subset of ODs aspire to achieve, and that is to embrace more of a CEO role in their practice and spend more time working ON and OUT of the practice than IN the practice clinically. We talk ab…
 
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