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 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 ...
 
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.
 
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 ...
 
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 ...
 
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
 
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 ...
 
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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, ...
 
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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 ...
 
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.
 
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 ...
 
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 ...
 
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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.
 
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
 
Alan Stein Jr. is a powerhouse of information and expertise. He is the best-selling author of the books Raise Your Game and Sustain Your Game and has become a sought-after speaker for his spirited and actionable mindset training. Alan has worked with some of the most recognized top athletic performers in the world, among them Kobe Bryant, Kevin Dur…
 
Adam welcomes his longtime friend Scott Boles, Certified Executive Chef and Owner of Yabo's Tacos in Ohio. Scott got his start in the culinary world as a young boy making dessert for his family while his mother cooked dinner. Before long, Scott found himself working his way up in some of the finest restaurants in Boston and developing his style and…
 
Welcome to this episode of 20/20 Money! My guest on today’s show is Rob Bertman. Rob is a senior consultant for Student Loan Planner who specializes in making customized, easy-to-implement student loan plans for people with 6-figure student debt and up. He has been a financial professional for nearly 20 years and holds both the CFA and CFP® designa…
 
On this episode Jake and Kirk discuss a new trend among investors: Tax Lien investing. They go through how this process works as well as the pros and cons and how to approach it safely. This is not a recommendation for tax lien investing. -- *“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax P…
 
Negotiation is a crucial part of any business relationship. This is particularly true for financial advisors considering their transition opportunities. Successful negotiations will help you secure the long-term partnership with your new firm that guarantees success. In this episode, Frank and Dale take us on an in-depth look at how to negotiate ap…
 
In this Swift Chat conversation, Marie Swift speaks with James Lange of Lange Financial Group, LLC about how to cut through the noise of an endless stream of marketing campaigns. Companies like yours may think they're playing baseball, but customers and clients are actually playing dodgeball. The two discuss how Lange's own experiences inspired him…
 
Most goal-setting exercises have one major flaw. They focus too much on WHAT someone want to accomplish rather than WHY they want to accomplish it. The best goal-setting exercises combine the two. They produce goals that are both meaningful and measurable. Goals that provide connection and clarity. And when you do that, clients are motivated, inspi…
 
Today’s episode will be all about your questions as we dive into our mailbag to cover three different scenarios. Each of these is great and we’ll spend time tackling each topic in depth. We’ll first talk about when you should shift your investing strategy to a conservative approach. Then we’ll help someone work through which assets would be better …
 
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Pete Kehoe, OD. Dr. Kehoe is a fellow of the Academy of Optometry, National Academies of Practice and a Diplomate of the American Board of Optometry. He has served the profession in a variety of roles and was president of the American Optometric Association 2008-2009. He is a p…
 
Hear Ben Krasnostein, Managing Director of Kilara Capital, trace his career path into the world of impact investing, where he finally began to realise his aspiration to combine profit and purpose and founded Kilara Capital, an investment management business focussed on both impact and commercial returns. Ben unpacks the responsible investment spect…
 
Many parents are faced with balancing how to plan for paying for their child’s education while keeping their own retirement plans on track. Figuring out how to pay for college is both confusing and essential. If you and your teen are college planning, money is likely a top priority. Even if you don’t already have a plan, it’s not too late to put on…
 
Today we’re going to be sharing the five secrets for experiencing satisfaction in retirement. Who doesn’t want to get to a place where they’ve achieved fulfillment in one’s wishes, expectations, and needs? That’s what we work to do each and every day with our clients and will use this episode to help you improve your situation. If you can key in on…
 
Key takeaways Frank shares include: *Why both hunters and advisors need to trust their gut instincts when analyzing opportunities and evaluating their options. *Creating habits and rituals that result in preparedness that allow you to capitalize when the right opportunity comes along. *Why details matter and how to amass small wins to achieve ultim…
 
The discovery meeting is the single most important meeting for your clients and your practice. If you’re like most, you’ve probably looked up “the best questions to ask prospects in a first meeting.” You’ve likely picked up ideas listening to podcasts with advisors explaining how they conduct their meetings. You’ve implemented the tips and tricks y…
 
Welcome to this episode of 20/20 Money! My guest on today’s show is Kim Hockaday (links) from Nations Lending. Kim has been on the show previously, is a long-time friend of mine, and has a lot of experience in the mortgage business. I wanted to have her on the show today to talk about the current state of the mortgage market as we close in on the 4…
 
What type of investor should hire a financial advisor and what can you expect from that relationship? Bill and Anastasia turn the spotlight on TABER Asset Management to discuss what services the firm offers and how they differ from other financial advisors. Anastasia asks whether investing in index funds is useful advice and Bill explains his activ…
 
Jake buys a house! On this episode we go through all that Jake went through in buying his new house. We also discovered some important reasons why having a third party advocate is important during this highly emotional time. And Jake reveals some secrets to house buying that most people don’t know. *“Tax preparation, planning, IRS representation, a…
 
Some professionals want to manage the bulk of their own wealth themselves. And when they are searching for a financial advisor, these individuals may want to ask specific advice about specific issues. Most financial advisors, however, work under a business model where they earn money by managing the assets of their clients. How can someone find a c…
 
If you’re on Medicare or will be switching over to it soon, this episode will be extremely valuable for you. We’ve invited Christee from the team here to join the show to talk to us about this healthcare program. We’ll go through all of the key aspects of Medicare today as well as tell you why consumers should be careful regarding the advertisement…
 
You can't help a prospect if they never become a client. You can't help a client if they don't implement your advice. Like it or not, both require a skillset rooted in sales. As Nancy Bleeke points out, sales isn't about being pushy. It's simply an information exchange. And the purpose isn't to convince someone to do something. Rather, it's to guid…
 
Adam welcomes James Tucker, Founder and Owner of The Garage Door Guy. The Garage Door Guy has more than 500 5-star online reviews, and is certainly an indicator of the burning desire James has to build a legacy for his family through his work. Learn more about how working side jobs with Uncle over 15 years ago has led James to a life of entrepreneu…
 
Welcome to this episode of 20/20 Money! This episode is the guest appearance I did on Dr. Chris Wolfe’s podcast Eyecode Media (which is part of Eyecode Education). Chris had me on the show to unpack private equity a bit more and talk about how PE is structured from an investment perspective and what the “end game” looks like for a PE fund. This is …
 
Many investors are wondering if there is any correlation between recession indicators. In episode 51 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II offer a detailed discussion on equities, commodities, fixed income, interest rates, jobs, and the potential for earnings revisions. They also chat…
 
Adam welcomes Rachel Alley, Principle and Team Leader of The Millenium Group at Keller Williams Capital Partners, and Greg Smith, Regional Vice President of IPX1031. Adam, Rachel, and Greg are chatting today about lesser known real estate hacks and strategies to avoid taxes on the sale of property, and much more. Including: - Passive income without…
 
On this episode Jake and Kirk discuss the recent Student Loan Forgiveness and how it will effect you. Many people may be expecting a big check, but only a few will receive actual cash. Nonetheless who will this impact and how might it impact them? Tune in as Jake and Kirk discuss everything relevant to financial decisions in this new forgiveness. *…
 
As we approach the end of the year, saving money on taxes becomes a bigger focus for many people. Today we’re focusing on some of the most common retirement planning questions about taxes. We’ll talk about mistakes to avoid and how a proper plan can make a significant difference in your tax savings. Check out today’s show to find out how our advice…
 
Insights and tactics shared by Frank and Dale include: *Leveling up client interactions and solidifying relationships prior to making a move to increase the success and ease of transitioning your book of business. *Leveraging choppy markets to establish your thought leadership and industry expertise with clients. *The importance of treating you exi…
 
In this Swift Chat compilation episode from the FPA Kansas City Symposium from August 2022 and the FPA Kansas City chapter meeting in September 2022, host Marie Swift, CEO of Impact Communications, interviews a range of guests about their experiences at the events including: - Micha Baxley, Vice President of Business Development of Allianz Life Ins…
 
Welcome to this episode of 20/20 Money! On today’s show we discuss the relationship between tax loss- and gain-harvesting and capital gain distributions from ETFs and mutual funds. We’ll run through a couple of examples of how you can proactively review your portfolio and potentially reduce your tax liability and not be surprised by a large 1099-DI…
 
What has been the impact of rising interest rates on the economy? Will a recession happen and when? Should you buy a house now or wait until interest rates go back down? Bill and Anastasia revisit a topic covered in "Why Are Interest Rates Important to Investors?" from December 2021 to discuss the Federal Reserve's actions this year and their plans…
 
Many investors are wondering if things could possibly be worse or if the election will improve the market. In episode 50 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the International Monetary Fund bailouts of sovereign debt, the strength of the dollar, mergers and acquisitions and d…
 
There are more companies emerging in the BNLP (Buy now pay later) space. These are different than credit cards, and yet can still damage your credit score. They can also end you up in hot financial waters. On this show Jake and Kirk discuss the ups and downs of these programs and how to use them effectively, or when to avoid them completely. --- *“…
 
Today we’re joined by Ben Sullivan, CFA® and vice president at AE Wealth Management. Ben will share his thoughts about why the market is down, whether we’re heading into a recession, and what could help turn this all around. It’s been a tough year, but our goal is to help you thrive in wealth in retirement. Check out today’s show to find out how ou…
 
Insights shared by Frank and Dale include: *How to establish KPIs and then implement an effective review and accountability process for those measurables to clarify where your business stands now and future-cast where your business is going. *The intelligence of aligning action and activity to achieve desired outcomes and committing to putting in t…
 
No client actually cares about maximizing their wealth. Every client cares about maximizing their life. Therefore, money should never be a goal. It should simply be a tool. A tool that funds the life you want to live. That's why every client needs to define their "financial purpose." It allows clients to align their money with what's truly most imp…
 
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Larry Golson. Larry is the founder of Envision Eyecare & Eyeware in Ashville, NC and in addition to practice ownership he has taken on another role in the optometric profession, serving as a consultant and coach to practice owners looking to implement the concepts and applicati…
 
Just like we prepare our houses and lawns for the winter, we need to do the same for our finances. A lot of financial institutions have a Dec. 31 deadline to take action, so we want to make sure you’re prepared. Today is part 2 of our year-end retirement and tax strategy planning series. We’ll share more strategies you should consider before the en…
 
Key discussion points covered by Frank and Jeff include: *A look under the hood at Stratos Wealth Partners operational philosophy and the key differentiators that have made the firm’s Hybrid RIA model so successful. *The levels of infrastructure and support advisors require to go independent with confidence and the technology and processes that pro…
 
Adam welcomes longtime friend and business owner Kelly Van Buren, Founder and President of K Dance Studio in Upper Arlington, Ohio. Kelly shares more about how dance helped her grow out of being a shy child and helped her develop confidence in herself both on and off the stage. Being fortunate enough to blend her passion for dance with her work as …
 
Listen to Luke Sayers, Founder & Executive Chairman of Sayers, as he shares the philosophy of Sayers, a fast-growing investment advisory, named LinkedIn Startup of the year 2021. Luke relates how his consulting career path took him from growing up in a small Victorian country town to becoming the youngest managing director at PWC, president of the …
 
Welcome to this episode of 20/20 Money! My guest on today’s show is Ali Oromchian. Ali is an attorney and founder of DM Counsel, a law firm based in the SF Bay area that serves medical professionals nationwide. Ali joins me on the show today to revisit the ABCs and 123s of estate planning and the importance of not putting off a planning item that o…
 
Bill and Anastasia expand on a recent blog post on www.taberasset.com titled "How I Invest My Own Money" to provide three money management tips before discussing how Bill manages his own investments, which is the same approach he applies to clients' portfolios. Anastasia relates Bill's concepts to the Netflix reality TV show Bling Empire and George…
 
September was definitely an ugly month in the markets. In episode 49 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II offer their monthly review and update. Listen in as Tom and Kevin chat about fixed income, the dollar, and mortgage rates. In the Central Bank Roundup segment, they cover the thr…
 
A growing number of men are facing life with a prostate cancer diagnosis. Globally, testicular cancer is the most common cancer among young men. And across the world, one man dies by suicide every minute of every day, with males accounting for 69% of all suicides. In this episode, Director of Development at Movember, Mitch Hermansen, joins Ron Haik…
 
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