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The Relentless is a podcast from Century21 Real Estate and Slate Studios that rethinks business, redefines success, and reimagines customer experiences. In Season 2, podcast host, author, and entrepreneur Kristen Meinzer talks to experts and thought leaders from a variety of industries about surprising ways businesses and entrepreneurs are redefining hospitality and delivering extraordinary experiences to customers. Be sure to check out Season 1 to hear host Dr. Julie Gurner and inspiring bu ...
 
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.
 
Simple diversification is no longer enough to shield the assets under your management. Registered investment advisors, financial planners and asset managers need a new weapon in their war on risk. Welcome to The Advisors Option - the only program designed to arm busy advisors with the information necessary to properly manage risk in this volatile environment. From options education, trading strategies and tips to options industry news and interviews with leading advisors, you will find it al ...
 
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.
 
While independence offers a great deal of freedom and flexibility, it’s not for all advisors. Financial Advisor Recruiter and Consultant, Mindy Diamond, explores the space and options available to help advisors assess if independence is right for them.
 
Get the insiders’ take on mergers and acquisitions. M&A investment bankers Gina Cocking and Jeff Guylay of Colonnade Advisors discuss the technical aspects of and tactics used in middle market deals. This podcast offers actionable advice and strategies for selling your company and is aimed at owners of middle market companies in the financial services and business services sectors. Middle market companies are generally valued between $20 million and $500 million.
 
The show is called Money Talk. It covers just about everything that affects wealth and financial well-being. Hosted by Dianne Duva, CFP & Neil Krisel, CFA. Dianne Duva, is a Certified Financial Planner and founding Partner of Arlington Financial Advisors, a leading wealth management firm in Santa Barbara. She is a graduate of George Washington University, a Katherine Harvey Fellow and a board member of numerous not for profits. Neil Kreisel, CFA is from New York where he worked in finance fo ...
 
In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
 
Russell Investments is a global asset manager and one of only a few firms that offers actively managed multi-asset portfolios and services that include advice, investments and implementation. Russell Investments stands with institutional investors, financial advisors and individuals working with their advisors—using the firm’s core capabilities that extend across capital market insights, manager research, asset allocation, portfolio implementation and factor exposures to help each achieve th ...
 
Lenox Advisors is a wealth advisory firm focusing on high net worth individuals, including Corporate Executives, Business Owners, and Entrepreneurs. Most of our clients retain us to be their personal CFO, coordinating all aspects of their financial lives. For our corporate clients, we advise them on all different types of benefit programs and qualified plans for their employees, including customized carve-out insurance programs for senior executives.
 
About: 4 Core Beliefs… GTA Advisors started as an idea. It’s founder, Robert Caruso, and host of the GTA Advisors Podcast, as a business owner himself, had an interest in meeting other smart business owners and fascinating entrepreneurs. When he started to reach out to these people and started talking to them, he realized others needed to hear their stories too. These were experts in their respective fields, smart and intelligent, not to mention, many had discovered unique ways to impact the ...
 
Asset Strategy Advisors (ASA) is an SEC registered investment advisor and fiduciary wealth manager, providing investment management and consulting to public, private and non-profit retirement plans, endowment/foundations and private clients. For corporations and institutions, we deliver total retirement solutions for the recruitment, retention, rewarding and retiring of employees. For individuals, we provide family office services for the management of client wealth, as well as financial and ...
 
The One11 Podcast series are open discussions with leaders in the real estate space. Our hope is to provide some unique insights into their backgrounds, what has made them successful and where they see the space and their companies going. We are grateful for their leadership in the industry and appreciate their time to share insights to the broader real estate market place.
 
Periodically DHG Wealth Advisors will interview financial advisors, CPAs, lawyers, and a variety of financial services professionals to share planning strategies and investment insights to help you achieve your goals. This content is for informational purposes only and does not constitute investment advice or an offer to buy or sell any security. The information is believed to be accurate as of the time it is distributed and may become inaccurate or outdated with the passage of time. You sho ...
 
Welcome to Celebrity Financial Advisors Marketing Minutes with Meaghan Howes. It's my goal to educate, empower, and equip financial advisors to become their own in house marketing ninjas! From learning how to Fill Seminars with Facebook ads to creating your own in-house green-screen studio on a budget, I will help you celebrity brand yourself in your local market so you can out rank your competitors! You have a voice...it's time that voice is heard!
 
Index Fund Advisors (IFA) is an independent financial advisor that provides wealth management by utilizing risk-appropriate, returns-optimized, and tax-managed portfolios of index funds. IFA.tv provides webcasts explaining the investing strategies of IFA.com and Mark Hebner's book, Index Funds: The 12-Step Recovery Program for Active Investors, with Foreword by Nobel Laureate Harry Markowitz. See hard cover here: http://indexfundsbook.com and iBook here: http://iBookIndexFunds.com.
 
The Aldrich Group includes a Top 100 Accounting Firm nationally providing tax, advisory and consulting services to businesses and individuals. We also work closely with business owners and individuals to manage their financial, wealth and tax planning strategies. We serve clients with deep industry expertise in construction, manufacturing, real estate, healthcare, nonprofit, telecommunications, utilities, professional services, food processing, agribusiness as well as a variety of privately ...
 
"Ask the beauty advisor" is a fun and informative podcast that answers your health and beauty questions.This is a podcast for people who are seriously interested in maintaining their health and youthfulness. With host Deanna lyn who not only answers listener's questions, but also shares the latest health and beauty news, as well as product reviews. The show also includes interviews with the top health and beauty professionals. You can listen-in weekly by subscribing on iTunes, for more info ...
 
Daily Market Updates podcast from Ambassador Advisors, LLC. Sources: Google Finance, Yahoo Finance, Reuters.com Ambassador Advisors is a Registered Investment Advisor. Securities offered through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services offered through Ambassador Advisors is not affiliated with APFS .Information in this illustration has been obtained from sources believed to be reliable and are subject to change without notification. ...
 
In Angles, a personal finance podcast, Anglia Advisors founder Simon Brady CFP® and his guests talk about what younger professionals and foreign nationals in the US need to know to successfully getting their personal finances in order and build towards financial security, often by just adjusting your mindset, using new technology or learning to ignore the BS conventional wisdom and myths put out by the financial media & Wall Street.This podcast is informational only and should not be used as ...
 
The “Scaling New Heights” podcast is designed for accountants and other business advisors, providing professionals with year-round access to some of the key training from our annual Scaling New Heights conference. Each weekly broadcast includes an interview with a featured guest who is either a past Scaling New Heights presenter or a presenter we’ve recruited for an upcoming conference.
 
Wondering what you should be feeding your dog or cat? Confused by all the choices? Is raw really best? Or does it pose health hazards? What should you know when deciding which commercial food to feed? Are cats' digestive systems able to metabolize carbohydrates or is all dry cat food “kitty crack,” as Tracie calls it? Do dogs and cats need supplements --- and if so, which ones? This show brings you facts and opinions to help you make the best personal decisions about how to feed the four-leg ...
 
For more than two decades, The Kelley Group has been delivering number-one rated speaking, top-ranked coaching, and world-class training to elite advisors and senior managers in the financial services industry. The Kelley Group’s unique philosophy of training, coaching and accountability has been called “the perfect trifecta." Whether retained to conduct a 45-to 90-minute keynote presentation or a half-day to two-day corporate training session, The Kelley Group can institutionalize initial r ...
 
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 ...
 
If you're a financial advisor, planner and investment manager looking for tips, strategies, and insights that can help you grow your firm, this is the podcast for you. Tune in to the interviews with industry experts whose experience and insights will help you grow your own financial advisory practice.
 
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show series
 
Submit a question here: https://hawsfederaladvisors.com/question-submission-page/ Just like your TSP, pension, and other retirement income, your insurance plays a major role in your career and in retirement. Getting the right coverage is not only crucial for a solid financial plan but there are often opportunities to save hundreds if not thousands …
 
Are you thinking of investing in or buying real estate during the housing boom? What lending options and products are available for investors and other homebuyers? In this episode, Toby Mathis of Anderson Advisors talks to Benson Pang from NestMade Mortgage in Monrovia, Calif. Benson started his career as a civil engineer. Then, he pivoted to mortg…
 
· Will the Fed raise interest rates sooner than expected? · Inflation accelerates across Europe · What led to May’s decline in U.S. retail sales? · Markets react to Fed’s shift in tone IMPORTANT DISCLOSURE: Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without notice based upon market or…
 
Certain elements of Biden's proposed tax plan such as a step up in basis and capital gains tax increases could have major repercussions for your clients. Get updated on the most impactful tax changes being talked about and what it could mean for your clients in the Savvy Tax Planning podcast here on AdvisorRadio with Debra Taylor, CPA/PFS, JD, CDFA…
 
With Brett Gilliland, Founder and Chief Executive Officer, Visionary Wealth Advisors The theme of “incongruence” weaves through many of the stories shared by advisors who’ve changed firms or models. Because it becomes difficult – if not impossible – to serve clients and grow your business when there’s a misalignment between your goals and those of …
 
Are you asking yourself, do I need a financial advisor? For many people, the answer is 'NO'. Even though financial advisors can assist you with your money in a number of crucial ways, most people don't know what a real financial advisor does or when they actually need one. This episode breaks down who is--and who is NOT--a financial advisor; as wel…
 
HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: MATT AMBERSON, OPTION RESEARCH & TECHNOLOGY SERVICES GUEST: RUSSELL RHOADS, KELLEY SCHOOL OF BUSINESS / EQ DERIVATIVES THE BUZZ THOUGHTS ON CURRENT MARKET ENVIRONMENT INFLATION, FED, GOLD, SILVER, CRYPTO ROBINHOOD STILL HAS AN EFFECT ON THE MARKETPLACE SECTOR ANALYSIS OF IMPLIED VOLATILITY …
 
We are excited to focus today’s episode on the final phase of our unique 16-week sales process. Today we are focused on phase four: exclusivity/documentation. We invite you to listen to episode 001 for more information about phase one (pre-marketing), episode 002 for more information about phase two (go to market), and episode 0016 for more informa…
 
Submit a question here: https://hawsfederaladvisors.com/question-submission-page/ The FERS Pre-Retirement Course: The Ultimate Guide: https://hawsfederaladvisors.thinkific.com Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ Check out the full article here: https://hawsfederaladvisors.com/blog/ My YouTube C…
 
Survivor benefits can often be the difference between a spouse having a comfortable retirement or a stressful one. So getting this one right is crucial. But does it always make sense to leave your spouse full survivor benefits? No. I believe that there are specific times where you and your spouse would be better off with partial survivor benefits o…
 
One of the best parts about being a federal employee is your pension and one of the best parts of your pension is the cost of living adjustments (COLA) that you receive in retirement. And for those that are new to the subject, COLAs allow your pension to increase based on inflation. This is a big deal in helping you maintain your standard of living…
 
What’s the best way to handle the ups and downs of investing and tax consequences? Sit on your hands long enough until everything is okay, again. The hardest thing sometimes is waiting. In the meantime, Toby Mathis and Jeff Webb of Anderson Advisors answer your tax questions. Submit your tax question to taxtuesday@andersonadvisors. Highlights/Topic…
 
Submit a question here: https://hawsfederaladvisors.com/question-submission-page/ The FERS Pre-Retirement Course: The Ultimate Guide: https://hawsfederaladvisors.thinkific.com Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ Check out the full article here: https://hawsfederaladvisors.com/blog/ My YouTube C…
 
· U.S. core inflation soars again. Are transitory factors still to blame? · Three potential factors driving the bond-market rally · How could a global minimum corporate tax impact markets? IMPORTANT DISCLOSURE: Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without notice based upon marke…
 
Submit a question here: https://hawsfederaladvisors.com/question-submission-page/ The FERS Pre-Retirement Course: The Ultimate Guide: https://hawsfederaladvisors.thinkific.com Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ Retirement accounts (TSP, IRA, 401k etc.) can be a great way to save money for reti…
 
A conversation with Lori Van Dusen, Founder and CEO, LVW Advisors It’s interesting how many advisors we talk with share how they’ve “grown up” in the business. Some had family members who were brokers, while others had “financial mentors” who provided formative knowledge and real-world experience. For Lori Van Dusen it was the latter. Her interest …
 
Submit a question here: https://hawsfederaladvisors.com/question-submission-page/ The FERS Pre-Retirement Course: The Ultimate Guide: https://hawsfederaladvisors.thinkific.com Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ Check out the full article here: https://hawsfederaladvisors.com/blog/ My YouTube C…
 
If you Google conservation easements, you get the IRS’s Dirty Dozen list of those that have abused them. Make no mistake, laws are written to allow certain situations to benefit the taxpayer. There's a difference between doing it right and wrong. In this episode, Toby Mathis of Anderson Advisors welcomes back Tyler Surat to talk about the right way…
 
This week we are continuing to highlight how to approach building generational wealth in spite of all the systemic setbacks and obstacles, like the Tulsa Massacre. We are delving deeper into specific strategies for building wealth in your family no matter where you are on our "Generational Spectrum." This episode is a continuation from "The Tulsa M…
 
Check out the full article here: https://hawsfederaladvisors.com/blog/ Submit a question here: https://hawsfederaladvisors.com/question-submission-page/ My YouTube Channel: https://www.youtube.com/c/PlanYourFederalBenefits Check out my articles on FedSmith here: https://www.fedsmith.com/author/dallen-haws/ Dallen Haws at Haws Financial Planning Sie…
 
· U.S. economy doubles job gains from April, new report shows · European manufacturing expands at record rate · Equity market outlook for the rest of 2021 IMPORTANT DISCLOSURE: Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without notice based upon market or other conditions and are curr…
 
Check out the full article here: https://hawsfederaladvisors.com/blog/ Submit a question here: https://hawsfederaladvisors.com/question-submission-page/ My YouTube Channel: https://www.youtube.com/c/PlanYourFederalBenefits Check out my articles on FedSmith here: https://www.fedsmith.com/author/dallen-haws/ Dallen Haws at Haws Financial Planning Sie…
 
A conversation with Kurt Miscinski, President, Cerity Partners What do you get when you cross a successful wealth management executive with a New York billionaire? You get a spectacular $31B firm. For Kurt Miscinski, his meeting with New York-based billionaire and entrepreneur Howard Milstein could possibly be called serendipitous. Because at that …
 
Check out the full article here: https://hawsfederaladvisors.com/blog/ Submit a question here: https://hawsfederaladvisors.com/question-submission-page/ My YouTube Channel: https://www.youtube.com/c/PlanYourFederalBenefits Check out my articles on FedSmith here: https://www.fedsmith.com/author/dallen-haws/ Dallen Haws at Haws Financial Planning Sie…
 
Did you miss the April 15 tax deadline? Are you safe from significant penalties? What’s the best way to legally, morally, and ethically not pay taxes? It depends. Jeff Webb, Tax Director, and Eliot Thomas, Senior Tax Advisor, of Anderson Advisors answer your tax questions. Submit your tax question to taxtuesday@andersonadvisors. Highlights/Topics: …
 
This week marks the 100th anniversary of the Tulsa Massacre that destroyed “Black Wall Street” in 1921. It was a horrible tragedy that is a major cause for today's wealth gap in the Black community. On this episode, we are highlighting how to approach building generational wealth in spite of all the systemic setbacks and obstacles, like the Tulsa M…
 
Check out the full article here: https://hawsfederaladvisors.com/blog/ Submit a question here: https://hawsfederaladvisors.com/question-submission-page/ My YouTube Channel: https://www.youtube.com/c/PlanYourFederalBenefits Check out my articles on FedSmith here: https://www.fedsmith.com/author/dallen-haws/ Dallen Haws at Haws Financial Planning Sie…
 
· U.S. jobless claims fall, inflation picks up steam · German business-climate gauge hits two-year high · Markets await May U.S. employment report IMPORTANT DISCLOSURE: Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without notice based upon market or other conditions and are current as o…
 
Check out the full article here: https://hawsfederaladvisors.com/blog/ Submit a question here: https://hawsfederaladvisors.com/question-submission-page/ My YouTube Channel: https://www.youtube.com/c/PlanYourFederalBenefits Check out my articles on FedSmith here: https://www.fedsmith.com/author/dallen-haws/ Dallen Haws at Haws Financial Planning Sie…
 
With Avy Stein, Founder and Co-Chairman of Cresset Advisors and clients have been the beneficiaries of a more than decade-long evolution—with changes impacting both the landscape as well as the mindsets of advisors and their clients. In this new world order, advisors have come to the realization that the status quo need not be something they settle…
 
Check out the full article here: https://hawsfederaladvisors.com/blog/ Submit a question here: https://hawsfederaladvisors.com/question-submission-page/ My YouTube Channel: https://www.youtube.com/c/PlanYourFederalBenefits Check out my articles on FedSmith here: https://www.fedsmith.com/author/dallen-haws/ Dallen Haws at Haws Financial Planning Sie…
 
If you are a real estate investor, you’ve probably been thinking about multifamily investing because there’s going to be scale in that space. Start house hacking and raise capital! Today, Clint Coons of Anderson Business Advisors talks to Matt Faircloth from the DeRosa Group about how to get started in multifamily investing. Matt is a full-time inv…
 
Most financial advisors want you to take baby steps toward your goals every year. While this works out well for most people, sometimes you have to do things a little differently, even if it means taking two steps back to move forward. We are breaking down an alternative approach to reaching your financial goals — which may involve doing some things…
 
Check out the full article here: https://hawsfederaladvisors.com/blog/ Submit a question here: https://hawsfederaladvisors.com/question-submission-page/ My YouTube Channel: https://www.youtube.com/c/PlanYourFederalBenefits Check out my articles on FedSmith here: https://www.fedsmith.com/author/dallen-haws/ Dallen Haws at Haws Financial Planning Sie…
 
· Could the Fed tighten monetary policy sooner than expected? · What’s behind the rise in inflation in Canada and the UK? · Unpacking the volatility in cryptocurrencies IMPORTANT DISCLOSURE: Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without notice based upon market or other condition…
 
Check out the full article here: https://hawsfederaladvisors.com/getting-the-most-of-fegli-federal-employee-group-life-insurance-the-ultimate-guide/ Submit a question here: https://hawsfederaladvisors.com/question-submission-page/ My YouTube Channel: https://www.youtube.com/c/PlanYourFederalBenefits Check out my articles on FedSmith here: https://w…
 
A conversation with Matt Kilgroe, President/CEO, Cyndeo Wealth Partners Most independent advisors start out by building strong practices in traditional firms. While plenty of them continue to build mega-businesses as employees, for some, there comes a point when the desire to do more for their clients is hindered by the limitations of their firms. …
 
What is wholesaling and how do you make seven figures doing it? If you are interested in becoming a wholesaler and finding fix-and-flip real estate deals, learn from a problem solver extraordinaire who is part of a supergroup. In this episode, Toby Mathis of Anderson Advisors talks to Jamil Damji about the art of wholesaling. Jamil has been in the …
 
Check out the full article here: https://hawsfederaladvisors.com/blog/ Submit a question here: https://hawsfederaladvisors.com/question-submission-page/ My YouTube Channel: https://www.youtube.com/c/PlanYourFederalBenefits Check out my articles on FedSmith here: https://www.fedsmith.com/author/dallen-haws/ Dallen Haws at Haws Financial Planning Sie…
 
Did you happen to watch Saturday Night Live with Elon Musk? Was it a waste of time and money? Maybe you should ask Toby Mathis and Jeff Webb of Anderson Advisors to answer your questions about buying a Tesla, investing in bitcoins, and other cryptocurrencies. Submit your tax question to taxtuesday@andersonadvisors. Highlights/Topics: I would like t…
 
Several studies find that arguing about money early on in a marriage is the number one predictor of divorce; while couples who talk openly and frequently about money report being happier. This episode gives you strategies and topics on specific "money talks" you should have with your partner to ensure you both stay in control of your relationship. …
 
Check out the full article here: https://hawsfederaladvisors.com/blog/ Here is a great law firm that handles federal disability and workers compensation issues. https://federal-law.com/ Contact: karie@federal-law.com Submit a question here: https://hawsfederaladvisors.com/question-submission-page/ My YouTube Channel: https://www.youtube.com/c/PlanY…
 
· What’s fueling the sharp rise in U.S. consumer prices? · Short-term inflation outlook: More unusual numbers to come? · Market reaction to the April CPI report IMPORTANT DISCLOSURE: Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without notice based upon market or other conditions and ar…
 
Check out the full article here: https://hawsfederaladvisors.com/blog/ Submit a question here: https://hawsfederaladvisors.com/question-submission-page/ My YouTube Channel: https://www.youtube.com/c/PlanYourFederalBenefits Check out my articles on FedSmith here: https://www.fedsmith.com/author/dallen-haws/ Dallen Haws at Haws Financial Planning Sie…
 
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