show episodes
 
Welcome to ThinkAdvisor’s ThinkLeader podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We kick off these ThinkLeader podcasts with a six-part series called, The Strategy Inside Investing Strategies. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.
 
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InvestTalk

1
InvestTalk

Hosts Steve Peasley & Justin Klein | Wealth Managers and Investment Advisors

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In today's global economy, understanding investment options can be an extremely challenging task. Investors are continually bombarded with hearsay opinions and ever-changing financial data. So, to prevail, serious investors need the benefit of market education and unbiased guidance. This realization is why a fast-growing number of listeners choose to make KPP Financial's 'InvestTalk' radio program and podcast a must have element of their investing strategy. InvestTalk is a weekday program th ...
 
Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com. Be sure follow us on social media! Acute Wealth Blog: http ...
 
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
 
This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.
 
This podcast is for financial advisors who want to build resilience in their business and personal life. Each episode brings the best ideas, systems and strategies of the industries top performers. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business. Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and ot ...
 
Professional network for financial advisers www.xyadviser.com The information provided on the podcast is not intended to constitute legal, business, financial advice or other professional advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified professional who is familiar with the facts of your particular circumstances. Before making a decision, you should consider speaking with a financial advisor or financial planner.
 
Fresh, global insights on financial planning from financial planners, every week. On this podcast we speak to financial planners from all around the world and hear stories and ideas from them on what they're doing to progress the financial planning profession. Find out more about our Community by searching 'NextGen Planners' on Google.
 
The Wicked Pissah Podcast, brought to you by the Financial Planning Association of New England (FPA NE), features discussions for financial professionals including topics of financial planning, recent or future events in the financial services industry, and interactions with influential speakers from across the industry. Additionally, the educational program will review the latest updates and announcements surrounding the New England chapter of FPA. Join us and listen in for engaging discuss ...
 
Do you want to make smarter decisions about your money and your life? Do you want to make sure you have enough money to retire comfortably? Join Founder and CEO of Keen Wealth Advisors, Bill Keen, as we discuss money, life, and everything in between. Whether you’re on your way to retirement or already there, these shows will educate and entertain you on your journey.
 
The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to b ...
 
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The Perfect RIA

1
The Perfect RIA

Matthew Jarvis & Micah Shilanski, Finance Rockstars

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The Perfect RIA (TPR) is a financial advisor practice that delivers massive value to clients, operates with hyper effectiveness, and enjoys a life of passion. More specifically, TPRs deliver value allowing them to charge above average fees, have systems that deliver a return on time north of $1,000 an hour, and balances this with spending multiple months each year living a life of passion. This is not theory, but rather systems that have been proven again and again to create The Perfect RIA.
 
Join JML Financial's Joe Yocavitch and his son Michael each episode for solid financial and retirement planning guidance. The JML team has been helping families in Cherry Hill and the surrounding communities retire successfully for more than three decades. Each show, they'll explore important financial concepts and teach you how to avoid crucial mistakes as you approach and go through retirement. If you have questions, call the team at 856-751-1771 or email jyocavitch@brokersifs.com and visi ...
 
Are you ready for some thoughtful discussions about how to meet and exceed the rigors of today's retirement industry? Join host Tom Lamendola, Director of Marketing for Financial Independence Group, for a deep dive into the demands of today's retirement industry. Each episode, Tom will lead a thoughtful discussion with leaders in the financial arena to create a unique show that's designed to serve both financial professionals and everyday investors. Financial Independence Group (FIG) has bee ...
 
The Advisor Development Show is a digital mastermind network for the best financial professionals across the country. Join your host, Karl Hoover, as he interviews the brightest minds across the financial landscape every episode. Karl has been with Financial Independence Group for more than 20 years and is a senior vice president who enjoys leading advisors through the the worlds of marketing, practice management, product R&D and the various challenges financial professionals face trying to ...
 
When considering retirement, do you wonder what financial opportunities you may be missing? Busy lives take over and years pass without taking advantage. In this retirement podcast, Chad Smith and Mike Eklund unveil financial opportunities, to help you balance enjoying today so you are ready to retire later. By day, they are fiduciary fee-only financial advisors who answer questions about tax savings, investment decisions, and how to save more. If you’ve been putting off your financial to-do ...
 
Welcome to the Saving The American Dream Podcast with Financial Advisor Michael Schulte of WestPac Wealth Partners. Are taxes, market volatility, inflation and other risks threatening your pursuit of the American Dream? If you need help planning how to tackle these financial headwinds, then this is the show for you! With pensions disappearing, the American Dream is harder than ever to achieve. We're on our own to successfully plan for our financial futures. That's why it's so important to ma ...
 
Host Steve Sanduski, CFP® is the founder of two financial services companies, a New York Times bestselling author, podcast host, executive coach, and speaker. Through interviews with top achievers and visionary voices, Between Now and Success brings you the strategies, tips, and tools you need to succeed at the intersection of business and life. In each episode, Steve's guests open up and share their journey and the lessons they learned on their road to the summit. So rope up and get "On Bel ...
 
The Your Wealth and Beyond podcast was created to empower entrepreneurs and individuals with the insight and information they need to effectively manage and control their personal and professional finances. This is NOT just another podcast about money! We will focus on helping you grow your business, build your personal wealth and find purpose in what matters most. Join Andrew Rafal, the Founder of Bayntree Wealth Advisors, as he interviews leading industry experts and entrepreneurs who not ...
 
Award-Winning Portfolio Manager Rob Tetrault provides insight for investors on a wide array of wealth management topics. Constantly ranked in the Top 5 Wealth Advisors in Canada, Rob is a Senior Investment Advisor and Portfolio Manager at Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finance MBA and was a member of the Dean's list at the Asper School of Business. The Rob ...
 
As a physician mom or dad, you put everything into your practice and your kids and you want to make sure you’ll have enough for retirement some day. But work and family soak up most of your time and energy, so the last thing you want to do is sit down and dig through the ever-changing world of investment options and tax laws to find out what you’re missing and figure out what to do with your extra money. Join hosts W. Ben Utley and Nate Reineke, two Certified Financial Planner™ professionals ...
 
Recapture the clear vision and enthusiasm you had before distractions stole your time and energy! On the Distraction-Proof Advisor podcast, we provide real-world-tested solutions and practical steps to help you hone in on what’s important. As a former financial advisor himself, your host, speaker and author Paul Kingsman, understands what financial advisors need to thrive in the real world. And as an Olympic medalist, he knows the challenges and importance of focusing over the long haul to a ...
 
Your Money Momentum delivers information on personal financial planning, investing and wealth management with our engaging host, Certified Financial Planner™ Professional Tom Kennedy from Global Wealth Advisors in Texas. Every other Friday, Tom will bring you 30 minutes of expert discussion, strategy, and practical advice aimed at building momentum with your money. The variety of topics covered by this show include market news, investment strategies, retirement planning, estate planning, ris ...
 
The Retire With Purpose podcast is designed to help you gain financial confidence through retirement strategies that are driven by meaning and purpose. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER and president of Howard Bailey Financial. Casey shares thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends to help you make better financial decisions regarding YOUR retirement. In each episode, Casey will share financi ...
 
Hosted by 3D/L Financial Group, LLC. we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative b ...
 
Learn what really moves the needle in your business from advisor success stories and industry experts. From the latest marketing tactics working today, to advice for better serving your clients and guidance on running your practice more efficiently, AdvisorRadio gives you the insights you need to take your financial advisory business to the next level.
 
The Due Dilly Podcast is a resource for Financial Advisors, provided by Helios Quantitative Research. The podcast is designed to help financial advisors communicate complex investment-related topics in a simple and effective way. Each month we will discuss equities, fixed income, and economic conditions in the following format: what's important? why is it important? and what do we think about the potential impacts? Nik Boucher, Director of Marketing Operations hosts the show while Joe Mallen ...
 
Welcome to the Balanced Advisor Podcast with Dr. Travis Parry. We want to help financial advisors achieve balance in their lives. If you're an advisor who has struggled to make time for the important things in your life both in and out of the office, then this show is for you. Join Travis for new episodes each week that will feature interviews with advisors from across the country. They'll share their personal stories of struggles and successes when it comes to striking that proper work/life ...
 
The financial advisor of tomorrow looks different than the financial advisor of the past. This podcast will be a compilation of monthly interviews, audio from short videos, and more covering everything from practice management to marketing to branding and beyond that The Advisor Of Tomorrow needs to know. Your host is Justin Castelli, CFP®, the founder and financial advisor of RLS Wealth Management and co-Founder of The Advisor Growth Community™.
 
Level up your business with technology solutions to increase productivity, improve client service, and uncover opportunities for growth. Advisor Group's Technol-AG podcast offers best practices to help you learn, adapt, and implement technology to thrive as an independent financial professional. Visit http://www.advisorgroup.com for additional information. Securities and investment advisory services are offered through the firms: FSC Securities Corporation, Royal Alliance Associates, Inc., S ...
 
Brought to you by Advisor Group and Women Forward, Advisor Group's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from industry leaders. Women Forward is Advisor Group’s women’s initiative to attract, develop and nurture women financial advisors through programs that are innovative and actionable. Visit http://www.advisorgroup.com/women-forward for additional information! Securities and investment advisory services are of ...
 
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Smart Money Insights

1
Smart Money Insights

Smart Money Insights: Retirement and Investing with Rick and Wes White

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Does thinking about money and personal finance make you want to pull your hair out? You’re not alone. Today, Americans are more stressed about their money than work or relationships. Wes White is out to help others feel better about their benjamins! Join us as we share weekly tips (without the financial jargon no one actually understands!) to make financial anxiety a thing of the past.
 
In this podcast series, we explore how better understanding investor-client behaviors can increase your success as a financial advisor and help you Know, Engage and Grow every employee and client online. David Wolf is joined by DNA Behavior CEO and Behavioral Finance Strategist, Hugh Massie and also by Leon Morales, the company’s CRO who focuses on Relationship Management Integration
 
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Wise Money Moves

201
Wise Money Moves

Tracy Theemes & Kamal Basra

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Kamal Basra and Tracy Theemes, financial dynamos behind their successful advisory firm in Vancouver, BC (SophiaFinancial.ca). How did they combine their social agenda of promoting economic equality with the pressures and responsibilities of investment management? How do they succeed in this crazy world of media hype and the ever unpredictable capital markets? Join these two wild women as they let you inside their inspiring, empowering world of finance. Listen closely as they share their hard ...
 
A local business podcast in Kansas City to help spotlight entrepreneurs in the area and connect the bright minds of our community. Join us each episode to hear how these business owners started their companies, how they overcome present challenges, and how they plan to thrive into the future. Your host is fellow small business owner, Steve Hoover, of Wealth Partners Corporation.
 
Buying your first home can be one of the most stressful, overwhelming, and expensive experiences in your life. This is why we created The First Time Home Buying Podcast, to make this experience EASY and DELIGHTFUL for you. Our goal is to EMPOWER you, the first time home buyer, with all the information and tools that you need so that you can make a great decision buying your first home.
 
Brought to you by Advisor Group and produced by Advisor Group’s Succession & Acquisition team, the My Succession podcast delivers firsthand experiences from financial advisors on succession and continuity planning, acquisition, business valuation, and more! Advisor Group offers securities and investment advisory services through its subsidiaries FSC Securities Corp., Royal Alliance Associates Inc., SagePoint Financial Inc. and Woodbury Financial Services Inc, as broker/dealers, registered in ...
 
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Coffee With Cott

51
Coffee With Cott

The Options Insider Radio Network

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Welcome to Coffee with Cott where advisors can find out what is brewing in the options space. Your host is OIC’s Director of Education Eric Cott. Please go ahead and fill up your cups with a hot beverage of your choice. Whether you’re a cold brew, a double espresso or a mocha cappuccino grande-type, we have you covered. On this show we pour over topics that relate to your practice, your clients and options.
 
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SigMa Podcast

1
SigMa Podcast

Shawn Sigler & Josh Martin

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Are you ready to have a dynamic conversation about what it takes to succeed as a financial professional in today’s world? Then listen up, because it’s time for the SigMa Podcast. And we’re going to give you SUMthing to think about… Your hosts are Josh Martin & Shawn Sigler, senior vice presidents at Financial Independence Group, with nearly 40 years of combined experience helping advisors discover successful paths to marketing and running their practices. Our goal is to empower, equip, engag ...
 
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Retirement Road Map®

1
Retirement Road Map®

Derek Gregoire, Keith Ellis, and Matthew Peck

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Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today's retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trade ...
 
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show series
 
In this milestone 100th episode, Chris Boyd, CFP®, is joined by a returned guest, David McPherson, CFP®, of Four Ponds Financial Planning LLC, to talk about the year ahead with COVID implications shifting processes of client meetings, hiring, marketing and office space needs. They further explore client perceptions of recent market volatility, alon…
 
Last month, Amplify ETFs expanded its suite of BlackSwan ETFs with the launch of the Amplify BlackSwan Tech & Treasury ETF (NYSE Arca: QSWN). QSWN is an index-based ETF that seeks to hedge against significant losses while still participating in technology & growth equities, without an artificial cap. QSWN is Amplify’s third BlackSwan ETF. The other…
 
Stocks and options are closely related, but they're very different things, especially when it comes to how much you can make or lose. Today's Stocks & Topics: CTVA - Corteva Inc., Clean Energy Stocks, TJX - TJX Cos., Investing, TROW - T. Rowe Price Group Inc., FSMEX - Fidelity Select Medical Technology and Devices Portfolio, AMRX - Amneal Pharmaceu…
 
Nobody loves Mondays but a new study reveals that late in the weekend some adults get anxious over the start of a new work week. In this episode Damon Roberts and Matt Deaton detail how to curb fears in retirement planning and how a simple plan can ease the pain. Plus, we all want to retire, but has the team at Acute Wealth ever forced someone to r…
 
One analyst says that "It’s important to realize that investment in the space economy requires specialist expertise." Today's Stocks & Topics: BMO - Bank of Montreal, LEI, Correction, NASDAQ, Legal Entity Identifier (LEI), AADI - Aadi Bioscience Inc., CHWY - Chewy Inc. Cl A, FSK - FS KKR Capital Corp., Dollar Cost Average, NASDAQ Support, BP - BP P…
 
One of the issues with our current education system is that we aren’t teaching students about personal finance and investing. So how can we develop and improve financial literacy, especially among younger students? From learning how to invest, understanding the basics of the stock market, and how to effectively save money, it can be pretty overwhel…
 
This week's retirement reading is from Kitces titled, Behavioral Biases And The Hierarchy Of Retirement Needs. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/265. Show Notes: RetireWithPurpose.com/265 Rate & Review the Podcast: RetireWithPurpose.com/…
 
The day of door-to-door financial planning is coming to an end. So how do you get your business to stand out from others? You have to be willing to enhance your practice and focus on factors that will bring your ideal client to you. On today’s episode, we are joined by Ken Van Leeuwen of Van Leeuwen Company. They serve corporate executive clients w…
 
If there is one thing that is very obvious about the near future, it’s that we’re living in very unpredictable times. Who would’ve thought we would still be in the middle of a pandemic? And who could’ve imagined interest rates to still be as low as they are now? Simply put, you can’t always know what’s going to happen–and you need to be able to be …
 
At least one major oil company CEO thinks that-- due to the many players involved-- it is hard to predict when the market might balance out. Today's Stocks & Topics: SBNY - Signature Bank, Commodities, Office Rents, Chinese Companies, BBD - Banco Bradesco S/A Pref ADR, MMM - 3M Co., Selling Used Vehicles, Trailing Stops, SQQQ - ProShares UltraPro S…
 
On this episode of New Focus on Wealth, Chad discusses the recent pullback on the stock market, noting how technology driven the S&P 500 has become. Chad then moves on to inflation and the high level of resignations around the country. Finally, Chad goes over the 7 tests to determine how ready you are for retirement. Listen now to figure out how to…
 
Part 2 of the process Paul Kingsman and his coaching clients use to set and achieve goals for themselves. After creating your TARGET Goals, which Paul shared in detail in Episode 11 – “Create Your 2022 Blueprint for Success – Part 1,” join him for this next part of creating your pathway to the success you want. He’ll explain how to turn your goals …
 
On today’s episode, we are excited to welcome Russ Thornton, the owner of Wealthcare for Women. Through his own family experience, he saw the need for advisors focused on serving the unique financial issues women may face. He now works with women and their families to help them make the most out of their money and their retirement. Balance has evol…
 
Builders in the single-family housing market are facing inflation-fueled expenses, which is causing a turnaround in sentiment at the start of the year. Today's Stocks & Topics: TDOC - Teladoc Health Inc., IWM - iShares Russell 2000 ETF, Current Market Situation, Oil Demand, Office Leases, SGML - Sigma Lithium Corp., FITB - Fifth Third Bancorp, AMD …
 
As divided as Americans may be about a whole bunch of issues, it's heartening to see that we do still agree on the importance of giving back. According to recent reports, as America faced some of its toughest challenges ever in 2020, charitable giving rose 5.1% to a record $471.44 billion. That number is really remarkable when you think about how h…
 
Dan Weiskopf of Toroso Investments joins Jay Coulter on The Resilient Advisor Show for the December Blockchain Report. Subscribe to the Blockchain Monthly Report: https://www.blok-chain-monthly.com Watch The Blockchain Interviews with Dan Weiskopf: https://www.theblockchaininterviews.com Learn more about the BLOK ETF: https://www.BLOKETF.com Follow…
 
With more than 12,000 crypto assets in existence and the potential to power decentralized transactions using blockchain technologies, crypto assets are a new and evolving approach to capturing highly sought-after benefits. Together with renowned index provider Nasdaq, Inc. and crypto-focused asset manager Hashdex Asset Management Ltd., Victory Capi…
 
Is there a light at the end of the tunnel for COVID? Most believe that it will be here for a while but the concern now is how do we live with it and as Matt Deaton and Damon Roberts explain, how will this Endemic affect the markets moving forward? Plus, most adults expect lower taxes in retirement, but is that a smart way to prepare for your next s…
 
On today’s episode, the President of IPCG a national property and casualty brokerage group, joins us. As a partner of FIG, he is helping clients have access to customized coverages that match their needs. Independent Property and Casualty Group, has become an outlet for advisors to offer PNC to their clients without being PNC clients themselves. Th…
 
Special-purpose acquisition companies, or SPACs, are publicly traded stocks that raise capital from seed investors, promising to invest those proceeds into a privately held company. Today's Stocks & Topics: MTTR - Matterport Inc., ATVI - Activision Blizzard Inc., INMD - InMode Ltd., YETI - YETI Holdings Inc., 401k, Cryptocurrencies, QS – Quantum Sc…
 
Former FPA Chapter Presidents Donna Allard from Rhode Island and Kris Tower from Colorado share their thoughts on the OneFPA Advisory Council and how it facilitates better communication between the association and its members and how it provides macro strategic input from chapters to the Board of Directors on key issues impacting FPA and the profes…
 
Only 27% of adults truly understand how much they are paying in 401(k) fees. Damon Roberts and Matt Deaton detail how they help mitigate unknown fees in your portfolio. Plus, portfolio risk is up 25% over the last 2 years. Damon and Matt explain how to make your money last in retirement despite the risks that come with a volatile market. For more i…
 
Today, I’m talking to Christine Benz. Christine is the Director of Personal Finance at Morningstar, one of the largest research institutions in the financial world. She’s the author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances and the Morningstar Guide to Mutual Funds: 5-Star Strategies for Success and a prolific all…
 
The biggest financial threat to your wealth is not the market; it is your brain. Human behavior surrounding money varies greatly and can be fascinating to study. Allison Berger has had the opportunity to study financial behavior over the past year as she studied to become a Certified Financial Transitionist. On this episode of Financial Symmetry, A…
 
This industry is about so much more than simply offering financial help. It is about building honest connections and trust with your clients and ensuring that they always feel heard, valued, and understood. In this episode, Micah will be joined by Rod Zeeb, founder and CEO of The Heritage Institute, to discuss how to deliver massive value items, sp…
 
Investors need to know that consumer demand, margins, and Fed policy will affect corporate profits. Today's Stocks & Topics: HBAN - Huntington Bancshares Inc., Retail Sales, Switching Careers, Amazon, VRTX - Vertex Pharmaceuticals Inc., BLDR - Builders First Source Inc., DIS - Walt Disney Co., CGW - Invesco S&P Global Water Index ETF, CI - Cigna Co…
 
On this episode of New Focus on Wealth, Chad starts off with an analysis of the bond market and wage inflation, noting that wage inflation continues to be an issue causing worker shortages. Next, Chad talks about the risk of investing in Crypto, noting that 2022 will continue to see security issues with digital wallets. Listen now to hear what Chad…
 
In this episode, Dan chats with Graham Taylor from Hudson Rose, a boutique Mortgage Advice firm in the Cotswolds. Here, they chat about the changing face of finance and the work that Graham and his team are doing to bring financial services into the 21st century. Oh, and how he and his team have recently bought a taxi. Join us: https://www.nextgenp…
 
This week's retirement reading is from MarketWatch titled, 7 Principles to Help You Create Your Perfect Portfolio. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/263. Show Notes: RetireWithPurpose.com/263 Rate & Review the Podcast: RetireWithPurpose.…
 
ESG investing (Environmental, Social, and Governance investing) is a growing buzzword in the financial industry. More and more people are interested in aligning their values with their investments. On today’s show, Luke Wilcox the founder of Ethos ESG joins us to discuss ESG and how his company is helping advisors elevate their services. There is a…
 
Keep an eye on inflation, interest rates, and expected spending in the year ahead. Today's Stocks & Topics: ATVI - Activision Blizzard Inc., CFOs, Stock Market Getting Back to Normal, Inflation, CUBI - Customers Bancorp Inc., AMZN - Amazon.com Inc, CNP - CenterPoint Energy Inc., TEN - Tenneco Inc. Cl A, ABNB - Airbnb Inc. Cl A, AAPL - Apple Inc., P…
 
Today, Cory Swain, the Vice President of Advisor Development at Advisors Excel, joins us. He’s helping advisors improve their marketing tactics while scaling their business. Cory and his wife have been married for over ten years and have three children. In his free time, he enjoys surfing and traveling. Cory finds balance and synergy by involving h…
 
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