show episodes
 
The Wicked Pissah Podcast, brought to you by the Financial Planning Association of New England (FPA of New England), 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 enga ...
 
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The Perfect RIA

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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.
 
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.
 
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.
 
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 ...
 
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InvestTalk

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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 ...
 
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 ...
 
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 ...
 
Professional network for financial advisers https://ensombl.com/ DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, Ensombl recommends obtaining financial advice from a qualified financ ...
 
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.
 
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.
 
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 ...
 
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 ...
 
Managing Your Practice is dedicated to providing financial professionals with best practices in key areas such as driving growth, business efficiency, and the client experience. Dimensional Fund Advisors delivers insights based on our history of industry-leading financial advisor benchmark studies and client surveys. We help advisors leverage those insights when making the critical business decisions successful firms face every day. The information is provided in good faith without any warra ...
 
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 ...
 
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 ...
 
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 ...
 
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 ...
 
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Retirement Road Map®

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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 ...
 
A Weekly Market Impact call, Phil Blancato provides insights and perspective on recent developments, as well as guidance going forward. Securities and investment advisory services are offered through the firms: FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., Triad Advisors, LLC, Infinex Investments, Inc., and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through ...
 
Welcome to the Caffeine & Cash Flow Podcast with Financial Advisor Michael Schulte of WestPac Wealth Partners. Are taxes, market volatility, inflation and other risks draining YOUR energy and YOUR portfolio? If you need need help planning how to tackle these financial headwinds, then this is the show for you! New episodes bi-weekly. Visit our website for show notes, resources, more information and to contact Michael at CaffeineCashFlow.com. Or call 702-767-4897.
 
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 ...
 
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 ...
 
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 ...
 
Welcome to the Balanced Growth Show with Dr. Travis Parry. We want to help financial advisors and other entrepreneurs across multiple industries achieve balance in their lives. If you're a business owner 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 and entrepreneurs from across the country. They'll share their personal stories of ...
 
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.
 
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Smart Money Insights

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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
 
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 ...
 
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Wise Money Moves

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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 ...
 
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.
 
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.
 
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 ...
 
Join the Your Sweet Retirement show with Josh Greenberg of Green Bee Insurance and Green Bee Legacy to learn the information you need to know to effectively reach your financial goals. If you want to make your retirement sweeter than honey, then this is the show for you. Josh serves the Broward County area and beyond with an office in Ft. Lauderdale, Florida. He's passionate about retirees and pre-retirees being well informed and knowledgeable about what it takes to get to, and through, reti ...
 
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 ...
 
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™.
 
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SigMa Podcast

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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 ...
 
In the Agile Financial Planner podcast, Roger Whitney, CFP®, CIMA®, CPWA®, RMA®, AIF® helps financial advisors build and grow the practices of their dreams. Whether you are trying to grow, scale, or even start a financial planning practice, you can build a practice that serves you and your family, with a team of motivated employees or contractors, and that serves only ideal clients. You’ll learn how to build a financial planning business plan as well as best practices with branding, marketin ...
 
Preparing for retirement can sometimes feel like you’re gearing up for battle. You have to mount defenses against fees, volatility and taxes while strategizing your balance of risk vs. safety. Like going into real battle, it can be intimidating without the right preparation. But that’s why Certified Financial Planner Jeff Christian is here. He wants to provide you with the armor you need before going onto the financial battlefield. On this show, you'll learn how to plan, protect, and provide ...
 
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show series
 
There can always be an excuse or a reason to not do something, but what if, instead, you just choose to push through and get uncomfortable to make changes in yourself and your practice? In this episode, Matt is joined by Bryan Garris from TriaGen, to talk about getting uncomfortable and how having an accountability partner can help you achieve your…
 
Recession-resistant stocks are stocks of companies whose products and services consumers will continue to purchase no matter the economic climate. Today's Stocks & Topics: Why So Many Jobs Do Not Get Fill, Renters Rights, BG - Bunge Ltd., CD Rates, Us Stocks Versus International Growth, PTLO - Portillo's Inc., BOTZ - Global X Robotics & Artificial …
 
Is this the rally investors have been hoping for or should we continue to exercise caution? In episode 56 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II review market activities over the past month and discuss any potential rally conditions for the months to come. They also offer their bold pr…
 
Northern Trust Asset Management (NTAM) is a leading global investment manager with $1 trillion in assets under management. It released “The Risk Report” late last year, which is an aggregated analysis of 280 institutional equity portfolios across the globe. The report revealed six common drivers of unintended investment results. As an investment ma…
 
Andrew Saksa is a media marketing and business development expert. He is the Senior Vice President for Business Development at ReminderMedia, a company dedicated to empowering clients to close more deals and retain more business. Before joining the ReminderMedia team, Andrew was the co-founder of Mypistevo.com and formerly served as the Vice Presid…
 
Today we’re excited to be joined by two guests who have exemplified what is to be balanced growth leaders in their own businesses. This is a conversation we had originally on YouTube Live but want to share it again here because there is a lot of value for business owners. Join us today to learn about these things: Background on Cris and his career …
 
Welcome to the February edition of The Due Dilly Podcast. Today's discussion will include something abstract for our quants out there, something useful that advisors and their clients can relate to, and some practical ideas that advisors can implement today. As always, Nik Boucher will be joined by Joe Mallen, Chief Investment Officer, and Jason Va…
 
With the economy weakening and monetary conditions still tightening, the easy returns may have been captured already. Today's Stocks & Topics: Jobs Report, How Investors Handling Their 401k, Secure 2.0 Act, CRM - Salesforce Inc., AEM - Agnico Eagle Mines Ltd., The SPIVA (S&P Indices Versus Active), HSIC - Henry Schein Inc., ORI - Old Republic Inter…
 
Pam Perskie is the Founder and CEO of Seven Mile Advisory, a multi-family office that works with clients who have significant financial complexity, including business owners, private equity professionals, real estate investors and operators, professional athletes, and entertainers. Pam and I discussed how a successful multi-family office operates, …
 
Chris is a Partner and Wealth Adviser at Hewison Private Wealth. He and Ben chat about incorporating transferring wealth into client conversations, philanthropic funds, and how Chris built his own skill set, tools and strategies to add further value to clients. Chris Morcom LinkedIn: https://www.linkedin.com/in/chris-morcom-06b6b1/ Hewison Private …
 
Damon Roberts and Matt Deaton discuss Tom Brady's retirement (for real this time) and what we can learn from it. Plus, the Fed raised interest rates (again), so what does that mean to our purchasing power? Finally, annuities were popular in 2022, will they remain solid in 2023? For more information on Acute Wealth Advisors or to schedule a complime…
 
We can all agree that 2022 was a tough year in the markets. It seemed like there was nowhere to hide from the volatility and declining returns. In this episode of Financial Symmetry, we’ll explore why we had such a challenging year and whether you should continue to invest in the stock market. Listen in to learn what you can from the past year so t…
 
It’s possible to embrace technology to improve upon tried and true practices when it comes to communication. Video is a great way to correspond with your clients in a unique, personalized way that requires fairly minimal effort. In this episode, Matt and Micah discuss how they’ve utilized video messaging in their firms to improve the client experie…
 
This week we cover the US Federal Reserve, the Bank of England, the European Central Bank, US Non-Farm Payrolls, New Zealand employment, META, Apple, Amazon and Alphabet, IAG, Flight Centre, and Megaport. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the Ensombl platform: App Store: http://co.xyadviser…
 
Investors had been overly hopeful about tech, but Apple, Amazon and Google-parent Alphabet all reported earnings that disappointed Wall Street. Today's Stocks & Topics: HBI - Hanesbrands Inc., LECO - Lincoln Electric Holdings Inc., SI - Silvergate Capital Corp., VALE - Vale S.A. ADR, SBLK - Star Bulk Carriers Corp., MGV - Vanguard Mega Cap Value ET…
 
Since Creating Wealth's National Debt episode in 2020, the total U.S. national debt has increased from $24 trillion to $31.5 trillion. Bill describes what caused the increase and how this will affect the U.S.'s standing in the world, using examples from Britain and China to compare and contrast. Bill explains what may happen to entitlements and wha…
 
This week's retirement reading is from Retirement Researcher titled, How Long is the Long Term? 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/344. Show Notes: RetireWithPurpose.com/344 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up …
 
It’s time for another beginning of the year update with friend of the show, Tony Parish, CFA®, CQF, the Chief Investment Officer at Alphastar Capital Management. We're grateful for his time twice each year on the podcast as he gives us a great overview of the economy and investment markets. On this episode of Retirement Inside Out, Tony and Tom rec…
 
In this episode, Dan chats with Yesenia Realejo from Tobias Financial Advisors in Plantation, Florida. Here, we hear about the type of clients that Yesenia works with and what challenges they face every day, the rise of 'Flexible' Financial Planning, and Yesenia's work with the next generation. Join our community: https://bit.ly/3ZWtVMV…
 
What would you do if you had to come up with a way to double your productivity? What if, through your extreme accountability, you had to graduate clients? Are you and your team on the same page in regard to what is considered delivering massive value to your clients? Listen in as we recap this week’s highlights and action items. Listen to this week…
 
Most major asset classes have posted strong returns for the year to date through Jan. 26, but there’s no guarantee these positive trends will continue. Today's Stocks & Topics: RSG - Republic Services Inc., AMD - Advanced Micro Devices Inc., AMD - Advanced Micro Devices Inc., IHI - iShares U.S. Medical Devices ETF, Limited Order, ERH - Allspring Ut…
 
In this episode, Peita talks to Angus Woods, Founder at Adviser Ratings. They explore Adviser Ratings as a free lead generation tool for financial advisers, and what advisers can do to boost their profile. Adviser Ratings Website: adviserratings.com.au Angus Woods LinkedIn: https://www.linkedin.com/in/angus-woods-a5a7025/ Curiosity Corner (Clifton …
 
Customers are the lifeblood of any business and owners are always searching for ways to generate interest and build loyalty. Today’s guest has built her own brand around filling this need. Brittany Hodak is an award-winning entrepreneur, author, and customer experience speaker. Her work has appeared on some of the largest media platforms in the wor…
 
We all define balance a little bit differently. Some look at it from a high level while others attack it daily. Today’s guest, Devin Johnson, would fall into the latter category. Devin is a serial entrepreneur and the current CEO of Kennected, a business with over 100 employees and over $30 million in gross sales. The company was recently recognize…
 
Does discovering that your clients have been receiving greater than usual touchpoints automatically mean that more value is being delivered? In today’s episode, Jamie will go in-depth on why you need to have clear metrics in your firm, a clear definition of what it means to deliver massive value to your clients, and filters to determine what is and…
 
One high-profile short seller says he sees an alarming trend in the market. Today's Stocks & Topics: Shell Growth, Markets and Economic News, Railroad Stocks, CSX - CSX Corp., NVDA - NVIDIA Corp., CGAU - Centerra Gold Inc., EA - Electronic Arts Inc., ABEV - Ambev S.A. ADR, SSNLF - Samsung Electronics Co. Ltd., UL - Unilever PLC ADR. Advertising Inq…
 
Listen to the latest episode of Joining Me Now as Rob and Chad dive into the hot topics in the world of retirement planning. This episode features a discussion on safe money and balanced portfolios with Chad explaining how the meaning of a “balanced portfolio” has completely changed over the years to reflect the status of interest rates. Listen now…
 
"Sean" is 60, and he wants to retire by the end of this year. His wife, "Mary," is also 60, and she wants to retire in two-to-three years. Maybe. Sean has an IRA worth $1,000,000 and a health savings account with $5,000 in it. Mary has a 401(k) worth $800,000, an IRA worth $700,000, and company stock worth $100,000. They also have cash savings of a…
 
Think back to a time when you "in the zone." A time when you were completely immersed and focused on what you were doing. Psychologists refer to this as "flow." It's a state of mind that athletes and creative artists describe when they're operating at their peak. A flow state elicits greater enjoyment, energy, and involvement in what you're doing. …
 
Andrew is the Head of Partnership and Business Development at Virtual Business Partners, and Chairperson at Ensombl. He and Clayton talk about his upcoming Engine Room podcast, which will focus on the key decision makers inside successful advice practices. Andrew Rocks LinkedIn: https://www.linkedin.com/in/andrewrocks/ Virtual Business Partners Web…
 
For Valentine’s Day, we thought about getting you a big box of chocolates, but we decided to give you something less fattening and more fascinating: five tips to rekindle the flame of financial intimacy in your monetary marriage. We scoured the internet in a search for “how to talk about money with your spouse” but we came up practically empty hand…
 
Sometimes, in order to make extreme changes in your practice, it takes a mastermind and extreme accountability to push you toward those changes. On this episode, Matt is joined by Chris Michalman of Integrated Financial Partners in Derry, NH, to talk about how he first implemented surge in his practice and his experience in graduating clients. Matt…
 
You should understand Roth IRA contribution and income limits, the ins and outs of the backdoor IRA maneuver, and more. Today's Stocks & Topics: Tax Rates and Tech-Stocks, Global Debt, CVCO - Cavco Industries Inc., Passive Investing, OLN - Olin Corp., IEX - IDEX Corp., 401k, LUMN - Lumen Technologies Inc., Fed Meeting, EGY - Vaalco Energy Inc., CVN…
 
Host Jeff Tomaneng, CFP®, is joined by 2021 FPA Montgomery-Warschauer Award winner Julie Fortin, CFP®, FBS®, CeFT®. Julie is a partner and wealth advisor with Northstar Financial Planning, a financial life planning and wealth management firm dedicated to helping women and couples successfully navigate life transitions while cultivating financial se…
 
Ruth is a Lawyer and Director at MinterEllison, and Director at HUB24 Limited. She and Vince discuss the Retirement Income Covenant, what it is and why it matters to both consumers and their advisors. Ruth Stringer LinkedIn: https://www.linkedin.com/in/ruth-stringer-5544074/ MinterEllison Website: https://www.minterellison.com/ To find out more abo…
 
Emily is an author Specialising in Personal Finance and Retirement, and Eric is CEO and Advisor at BFG Financial Advisors. Vince talks all things retirement with Emily and Eric, including the right time to retire, flexibility in retirement, and dealing with longevity risk. Emily Guy Birken LinkedIn: https://www.linkedin.com/in/emily-guy-birken-845b…
 
Les is the Managing Director at Future Proof Wealth, and Michael is the Founder and Managing Director at Family Wealth Advisory. They join Vince to chat about how they're using investment bonds and annuities to improve the lives of their clients. Les McGuire LinkedIn: https://www.linkedin.com/in/les-mcguire-6b5b8517/ Future Proof Wealth Website: ht…
 
Grant is the CEO and Managing Director at Generation Life, and Felipe is General Manager Sales, Marketing and Operations at Generation Life. Vince sits down with Grant and Felipe to discuss the tax arbitrage of investment bonds and estate planning, dealing with negative press around investments, as well as annuities. Grant Hackett LinkedIn: https:/…
 
Eric is an Author, Certified Professional Retirement Coach and Founder of Retire With Possibilities. He and Vince round out the series by talking about Professional Retirement Coaching and how it relates to financial advice. Eric J. Weigel LinkedIn: https://www.linkedin.com/in/ejweigel/ Retire With Possibilities Website: https://www.retirewithpossi…
 
Today we’re happy to welcome John Middleton, CFA, CFP®, CAIA, AIF® onto the show to discuss his journey in the financial industry and how he’s found balance at his company, Brighton Financial. Join us as we discuss his growth in the industry, his struggles with technology, and the advice he’d share with other advisors. Join us today to learn about …
 
Stocks traded lower Monday as investors braced for the busiest week of earnings season and a possible interest rate hike from the Federal Reserve. Today's Stocks & Topics: GDP Numbers, Banks and Consumers Defaults, Inflation, TSN - Tyson Foods Inc. Cl A, TGB - Taseko Mines Ltd., MRTN - Marten Transport Ltd., XLB - Materials Select Sector SPDR ETF, …
 
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