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.
 
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 Asset Management, 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 boutiqu ...
 
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.
 
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.
 
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 ...
 
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 ...
 
The Model FA is an informative and intentionally driven podcast that aims to provide fiduciary financial advisors content that will help YOU build a successful practice. Our style is conversational, guided by topics and trends, while being direct. We won’t be like other financial podcast, we aim to push back and get rowdy when needed. The Model FA is for the advisor who is ready to be the Fiduciary Financial Advisor that others strive to imitate and follow.
 
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 ...
 
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 ...
 
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
 
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 ...
 
The social network for financial advisors www.xyadviser.com This podcast is to help drive the positive evolution of financial advice. 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 shou ...
 
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.
 
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 ...
 
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.
 
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.
 
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.
 
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™.
 
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.
 
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 ...
 
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 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 ...
 
The Elite Advisor Blueprint® is a podcast dedicated to sharing the "blueprint for success" in the independent financial advising world. Based on Brad's decade of experience consulting the top advisors in the US, that could mean doubling your revenue, doubling your vacation, or BOTH! Continuing the successful formula of idea sharing that led Advisors Excel to be the #1 player in its industry, Brad distills the best advice from top thought leaders and applies it to the world of independent fin ...
 
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 ...
 
What makes your life more meaningful? Do you know how to leverage your money to move towards that? It’s time to raise your financial IQ, and build true wealth for generations to come. Well educated in both Psychology and Finance, Your host, Senior Financial Advisor Beau Henderson, is the CEO of RichLife Advisors. He has helped over 4000 clients over 15+ years. Beau’s book “The RichLife - Ten Investments For True Wealth” is a #1 bestselling book on Amazon. Beau answers your top of mind money ...
 
Certified Financial Planners™ Richard and Steven Paul discuss planning and preparing for retirement. Listen in as they discuss investing in the stock market, insurance, healthcare, taxes, social security, and various other topics that will help you to understand how to best prepare for retirement. Rich and Steve can be heard on "The Rich Paul Show: Your Retirement Survival Guide", a weekly show airing on WJR Radio AM 760. Rich is the author of the book "The Baby Boomers' Retirement Survival ...
 
Loading …
show series
 
In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: How to Invest Your 401(k), Financial Advisors, How to not run out of Money, Retirement, Commodities, Pre-Tax Money, Conference Calls, Cash Reserve Fund, …
 
A weaker dollar is highly correlated with emerging market gains, and the value of foreign currency-denominated assets rises for U.S. investors as the greenback falls. Today's Stocks & Topics: BTG - B2Gold Corp., RUT - Russell 2000 Index, BAC - Bank of America Corp., Dow 2000, Buying a Car on Black Friday, GM vs. Tesla, Bonds, NIO - NIO Inc. ADR, AH…
 
On this episode of the New Focus On Wealth podcast with Chad Burton, we take a look at the incoming Biden administration and the performance of the previous ones. After taking another look at the pandemic, we move on to discussing auto insurance coverage. Finally, we dive into retirement and automatic investing. Email your money question to chad@ne…
 
Anthony Mitchell is the Founder and CEO of Georgia Sustainable Community Ventures, a non-profit corporation that helps home buyers achieve home ownership with education and advisory services. Anthony has also served on numerous boards, including the Flori
 
Despite the coronavirus pandemic challenges, the National Retail Federation expects holiday spending to reach as high as $766.7 billion. Today's Stocks & Topics: DFCIX - Delaware Smid Cap Growth Fund A, XME - SPDR S&P Metals & Mining ETF, Investing & Marriage, HA - Hawaiian Holdings Inc., Social Security, Energy Sector, AMZN - Amazon.com Inc., CVS …
 
For retirement-oriented investors, especially those saving through 401(k) and other defined-contribution plans, the most popular solution is a target-date fund. Those funds are designed to build retirees’ wealth through a carefully constructed asset allocation and glide path that minimizes risk. But designing those funds is a complex process, as my…
 
Under a Biden presidency, what will tax rates look like next year? And if they head higher, what can you do about it right now? Matt discusses the year-end moves you might want to make, and what kind of difference that can make for your retirement. Schedule a time for your year-end review at www.successinthenewretirement.com, and catch “Success in …
 
Steven Mnuchin downplayed his decision to pull the plug on several Federal Reserve programs, saying there’s enough money around to provide funding where it is needed. Today's Stocks & Topics: MPW - Medical Properties Trust Inc., Value Stocks, SBRA - Sabra Healthcare REIT Inc., Post-Covid World, Very Expensive Stocks, Dividend Cuts, Gold, 401k, Taxa…
 
In this episode of the Perspectives podcast, sponsored by Charles Schwab hosted on ThinkAdvisor, we’ll hear highlights from the September 30th presentation titled, The Momentum Behind the RIA Model. The Registered Investment Advisor (RIA) model continues to thrive forward – and now is the perfect time to join the momentum. Why now? The speakers in …
 
Danielle Roberts is a Medicare insurance expert and National Social Security Certificate Holder. She writes regularly for a number of online publications, including Forbes, where she is a member of the Finance Council, and has dedicated her career to sharing her knowledge about Medicare, retirement, and insurance so that baby boomers can prepare fo…
 
Ben Souchek has been a professional home buyer for more than 20 years. Now he would like to share with first time home buyers his secrets on how to locate "off market" houses. Useful Links - Home Aggregator: https://tryhomeflow.com/tools/extension - How T
 
Customers patronizing Walmart and Macy's continued to shop online, but Macy's in-store spending dropped 20% and eCommerce could not offset its losses. Today's Stocks & Topics: XPEV - XPeng Inc. ADR, Leading Economic Indicators, Stores Closing, Telehealth, Commodities, SH - ProShares Short S&P 500, Retirement, FRO - Frontline Ltd., VBR - Vanguard Sm…
 
In this episode of the Perspectives podcast, sponsored by Eaton Vance and hosted on ThinkAdvisor, we’ll hear highlights from the October 21st presentation titled, How to Talk to Clients About Fixed-Income in the Midst of the Coronavirus & U.S. Election. Most investors understand and appreciate the value of bonds in their portfolios, but there is al…
 
This week's retirement reading is from UsNews, titled Year-End Retirement Planning Deadlines for 2020. 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/172 Show Notes: RetireWithPurpose.com/172 Rate & Review the Podcast: RetireWithPurpose.com/review Si…
 
According to the U.S. Small Business Administration, less than 2% of millennials reported being self-employed, compared with 7.6% for Gen X and 8.3% for Boomers. Today's Stocks & Topics: GD - General Dynamics Corp., CBAT - CBAK Energy Technology Inc., New Rules on Chinese Companies, GDX - VanEck Vectors Gold Miners ETF, PLTR - Palantir Technologies…
 
Chad begins this episode with a breakdown of new lockdown restrictions and who will be affected most. We then break down the ongoing effects of the pandemic on the economy, jobs, oil prices, and more. The next segment dives into the correction of the market after the initial dip from the effects of the pandemic. Chad discusses the performance of va…
 
Retirement savings for those in the Latino community are low. According to a 2018 UnidosUS report, only 31% of Latino workers participate in an employer-sponsored retirement plan, compared to 48% of all other workers ages 21 to 64. According to a CNBC story, 54% of Latinos work for an employer that offers a retirement plan compared to nearly 70% fo…
 
A crucial element to a retirement plan is figuring out which investments you need to be in. It's important you are in age-appropriate investment vehicles and that the risk level is right for you as well. Jeff talks to us today about the bucket strategy his practice uses and helping people find their identity within their investments. Contact: http:…
 
Radon Stancil, CFP, talks about why you should take control of your retirement plan when asking the question "Do want to sleep better, get confident, be prosperous?" Learn how to feel safe while investing in uncertain times as people want their money to last as long as they do.By Ann E Nelson
 
Historically low mortgage rates, favorable demographics and an ongoing suburban shift for home buyer preferences have spurred demand and increased new home sales. Today's Stocks & Topics: TNK - Teekay Tankers Ltd., When to Get Out of The Stock Market, XOM - Exxon Mobil Corp., CVS - CVS Health Corp., CCI - Crown Castle International Corp., Stock Mar…
 
Cathie was working from home and received a text message "from" Venmo asking her to validate recent charges she hadn't made. Her bank account being linked to her Venmo account, panic took over, and she called the number from the text right away. A short conversation with a "Venmo rep" stressing urgent action later, and Cathie was out $6500. She was…
 
Lior Rozhansky is a real estate agent and investor based in Boston, Massachusetts. He works with first time home-buyers, to help them find the perfect home and he strives to make each buyer's journey as smooth as possible while helping them achieve their
 
According to labor economists, workers who remain out of a job more than 6 months enter a financially precarious period. Today's Stocks & Topics: SH - ProShares Short S&P 500, Tech Stocks, Buy Back Effect, Amazon & The Pharmacy Business, Resistance, INTC - Intel Corp., RTX - Raytheon Technologies Corp., LMT - Lockheed Martin Corp., QQQ - Invesco QQ…
 
For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj Register to our FREE Alternative Real Estate Investing Masterclass - https://bit.ly/34ySkgB Have you thought a…
 
When’s the last time you took a close look at your 401(k) statement? Well, don’t miss this week’s episode as Damon & Matt break down what Jennifer noticed in her own quarterly statement. They’ll explain what you might – or might not – notice and why it matters to your retirement success. Schedule a time for your year-end review at www.successinthen…
 
Millions of Americans are experiencing financial hardship caused by the pandemic, but coronavirus has turned some of the youngest workers into unexpected savers. Today's Stocks & Topics: NIO - NIO Inc. ADR, Airlines, TLT - iShares 20+ Year Treasury Bond ETF, Hotels, HLT - Hilton Worldwide Holdings Inc., RTLR - Rattler Midstream L.P., SMLP - Summit …
 
In this episode, Chad starts off with an outlook on retirement portfolios for the next decade and discusses how global equity returns are expected to be higher than the U.S. at 6.7%. Chad notes that high yield and investment-grade bonds have a comparable outlook for the decade. He then moves on to discuss retirement during the pandemic and how the …
 
Mindy Diamond is the President and CEO of Diamond Consultants in Morristown, NJ. Recently, Mindy invited me to be a guest on her podcast, Mindy Diamond on Independence, and I appreciate her allowing me to share our conversation with you here. Some of the topics Mindy and I discussed include: Why discipline and focus are two essential traits of a fi…
 
What are the best prospecting practices—especially when it comes to your website? This is one of the most common questions Matt and Micah get, and today they'll be addressing this, as well as other concerns advisors are dealing with. Listen in as they share tips for more productive prospecting, how to deliver massive value through communication, an…
 
Have you been offered an early retirement package? Early retirement packages are on the rise. Companies are often looking for ways to cut costs and one way to do that is to give highly compensated employees an incentive to ease into retirement. Usually, these packages offer a one-time payment and sometimes they come with a period of additional heal…
 
Craig Curelop is an investor and real estate agent that has built a business that helps others achieve financial independence through real estate investing and house hacking is A BIG part of that. Useful Links - Home Aggregator: https://tryhomeflow.com/to
 
Loading …

Quick Reference Guide

Copyright 2020 | Sitemap | Privacy Policy | Terms of Service
Google login Twitter login Classic login