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Welcome to Modern Wealth Management by Monon Wealth, where we tackle pertinent financial topics to help better position you and your business for success. Listen as Darrick Hutchens and Ray Kramer, Managing Partners of Monon Wealth Management, tap into four decades worth of experience in the financial sector and unpack their strategies for today's level of modern wealth management. So, sit back, relax, and enjoy enlightening conversations that highlight an array of financial questions and to ...
 
Join attorney, wealth manager, and well-known author David Mandell, JD, MBA in this podcast dedicated to improving a physician’s personal financial bottom line. David talks with doctors from every specialty and stage of career about their real-world lessons in financial matters, and interviews industry experts in all areas of wealth management. Tune in every other week for new episodes!
 
Barber Financial Group presents America's Wealth Management Show with Dean Barber and Bud Kasper. Dean and his guests, America's leaders in the financial industry, have made it their missions to show everyone how to grow, keep, and leave their money. Dean is the author of Retire a Winner and is a frequent contributor to CNBC, CNN Money, SmartMoney, Bloomberg Radio, The Wall Street Journal, and Investment News. Investment advisory services offered through Barber Financial Group, Inc., an SEC ...
 
When you picture the finance industry, do you think of big banks, fancy cars, and Rolex watches? Well, you’re not alone. But, finance is much more than just money and materialistic things; it’s the pathway to freedom. Dustin Serviss, the owner of Serviss Wealth Management, guides you through all of his investing, personal finance, money-saving, income sources, and insurance tips so that you can build more wealth and have more time to do the things you love. Dustin will also be interviewing p ...
 
Welcome to The Active Wealth Show Podcast! Your Host is Ford Stokes, Founder and CEO with Active Wealth Management. Ford is passionate about educating pre-retirees, retirees and business owners on how to retire successfully. You will learn key strategies to protect and grow your wealth. As a fiduciary, Ford is committed to helping retirees hold onto more of their hard-earned wealth and is a big advocate for ROTH IRA LADDER CONVERSIONS to help his clients reduce the total taxes they will be r ...
 
Whether an entrepreneur or employee, we can all learn from the inspiring stories of other women who've gone before us. Our guests motivate listeners through their stories of success and learning despite fear. They have faced their fears, acted with courage, and their braveness rewarded. Need help making more money? Or investing it? Or saving for retirement? Or getting out of debt? Or do you want to learn how to set up a second income stream, your own business on the side? Or maybe just learn ...
 
WindRock Wealth Management is an independent investment management firm founded on the belief that investment success in today’s increasingly uncertain world requires a focus on the macroeconomic “big picture” combined with an entrepreneurial mindset to seize on unique investment opportunities. We serve as the trusted voice to a select group of high net worth individuals, family offices, foundations and retirement plans.
 
Two highly experienced wealth advisors sharing practical insights on wealth management with the goal of helping listeners feel more comfortable with their money. Hosted by Christie Matwee MSc, MBA, CFA and Shawna Perron MBA, CIM, FEA. Christie and Shawna are Portfolio Managers each with over a decade of experience helping high net worth investors grow and preserve their wealth. Whether you're new to investing or have been investing for years and need a refresher on some of the fundamentals, ...
 
Survive and thrive in today's economy! With over 1,100 episodes in this Monday - Friday podcast, business and investment guru Jason Hartman interviews top-tier guests, bestselling authors and financial experts including; Steve Forbes (Freedom Manifesto), Tomas Sowell (Housing Boom and Bust), Noam Chomsky (Manufacturing Consent), Jenny Craig (Health & Fitness CEO), Jim Cramer (Mad Money), Harvey Mackay (Swim With The Sharks & Get Your Foot in the Door), Todd Akin (Former US Congressman), Will ...
 
I am a national expert on sudden wealth. My wealth management firm (www.PacificaWealth.com) has developed a unique process for handling the financial--and often psychological--issues of sudden wealth from inheritance, lottery, divorce, stock options, lawsuits, sports/entertainment contracts, or business sales. For clients who experience a sudden wealth event and may feel overwhelmed and need immediate clarity on the various financial, legal, and tax issues, I am able to provide them with ins ...
 
Our monthly Wealth Insights podcast focuses on the most important moments in life: starting a business, building a fortune, moving abroad, preparing for retirement, or wealth transfer and succession matters. We ask the relevant questions and discuss solutions from a wealth management perspective.
 
Welcome to the FarrCast, hosted by Michael Farr, president and CEO of Washington DC wealth management firm, Farr, Miller & Washington. The FarrCast brings you up to date news from Washington, Wall St., and Main St., and discusses what it means for you and your future investments. Each week Michael will have guests with insights into economics, policy, personal finance, and the intersections between them all. Listen in not just for analysis of what has happened, but for the forecast of where ...
 
Key Wealth Matters, hosted by the Family Office experts of Key Family Wealth, is a podcast series focused on addressing various pressing wealth issues and opportunities with advice tailored to today’s events and headlines. Join host Gary Poth and our highly experienced advisors at Key Family Wealth as they deliver unbiased, proactive, and honest advice about estate planning, investments, legacy planning, family issues, and other complex wealth management topics. Send your questions, comments ...
 
The Wealth Nation Podcast aims to empower you to take control of your money management and to secure an abundant future for yourself and your family by making wise money decisions. Host, Yolanda Rose Haripersad will pick the biggest, brightest brains in finance and entrepreneurship to provide you with ideas and strategies to manage your money and build generational wealth.
 
Take your wealth further. Together, today. Professional advice can help you stay focused on what really matters. Define your world, your way. Meaningful wealth management is about much more than just money. It’s about how you see yourself. The impact you want to make. The legacy you want to leave. Your priorities for today and tomorrow. At Old Mutual Wealth we offer no generalist solutions. Together with your financial planner, our team of experienced specialists go to great lengths to under ...
 
In today’s environment, financial advisors are faced with many challenging conversations that meet at the intersection of money and emotions. Enter Better conversations. Better outcomes., presented by BMO Global Asset Management. This podcast seeks to enhance advisor conversations by exploring topics relevant to today’s trusted advisors. Ben D. Jones and Emily Larsen interview experts covering wealth advising from every angle and provide ideas for client engagement, portfolios and practice m ...
 
Thinking about wealth creation by trading or investing in the stock market? Learn all about the stock market and get started stock trading and investing with the Talking Wealth podcast. Hosted by the expert stock market analysts at Wealth Within, Dale Gillham and Janine Cox, the Talking Wealth podcast is a must-listen for all new and experienced traders and investors alike. The Wealth Within team provide you with a healthy dose of trading and investing education, wealth creation strategies, ...
 
Welcome to Motivation Weight Management Assist Podcasts, our regular and informative podcasts on all things health and weight related. As often as we can, we will bring you a podcast that deals directly with a topic related to your health and your ongoing concerns about weight, be it your own weight or that of your partner, a child or a close relative or friend. Your chief host on the Motivation Assist Podcasts will, in the main, be our clinics director and co-founding partner, Aisling Conno ...
 
Join property investing experts Damian Collins and Arin Di Camillo in the Momentum Wealth Property Investing Masterclass series. In 10 episodes, Damian and Arin will cover the fundamentals of property investment, from buying the right property and planning your long term strategy to finance and property management. They will delve into more sophisticated strategies such as property development, syndicates/trusts and commercial property investment. Be inspired to pursue your investment goals ...
 
We are Vermeer Partners, and we’ve created this series to shed light on some of the topics running hot in the investment community today. With insights from industry experts in their own Golden Eras, we reveal some of the issues investors face in today’s often complex, investment world. Whether you are a seasoned industry professional or an enthusiast beginning your investment journey, we hope you gain some valuable insights and enjoy the series along the way. And if you want to find out mor ...
 
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show series
 
➡️ In this episode of Making Sense ⬅️ Ed Butowsky shares the one question every investor MUST ask their financial advisor. This catch 22 portfolio management question and the answer it elicits will allow you to get a better understanding of your financial advisor, their knowledge, and their limitations as your wealth manager. ➡️ About Chapwood Inve…
 
What is it like to be a Dentist Advisors client? On this episode of the Dentist Money™ Show, Ryan and Matt look closely at the Dentist Advisors client journey. From your initial consultation call to completing a detailed onboarding process to building a financial plan that becomes the basis for your financial decisions, Ryan and Matt get down to th…
 
The post Ep. 97: When One Door Closes, Another Opens – May WealthTech News Roundup appeared first on and was written by Craig Iskowitz. Alexander Graham Bell made the famous announcement, “When one door closes, another opens.” While this may seem quaintly optimistic, many world-famous scientists and entrepreneurs who struggled through years or deca…
 
In the inaugural episode, we introduce you to our show host, Ryan Ruff, as well as Managing Partners of Monon Wealth, Darrick Hutchens and Ray Kramer. With one of the most financially tumultuous years now behind us, there is a great deal of uncertainty surrounding finances. Whether it was the COVID-19 pandemic, the controversial Presidential Electi…
 
Wouldn't it be awesome if your tax rate in retirement was zero? You may think that sounds like a fantasy, but you have more control over your taxes in retirement than at any other time in your life. Join Dean Barber and Bud Kasper as they discuss taxes on retirement income.Read the episode transcript and get any resources mentioned on this episode …
 
This is the 50th year the United States has been completely off the gold standard. Since the time we went off, gold and silver have gone in drastically different directions. Jason Hartman talks with David Morgan, publisher of The Morgan Report and author of The Silver Manifesto and Second Chance: How to Make and Keep Big Money from the Coming Gold …
 
This is the remarkable story of Eoghan Brennan who lost 6 stone with Motivation Weight Management. Eoghan, who just recently turned 16, was topping the scales at just over 19 stone / 120 kg in 2021. Over the course of his weight loss programme in our Swords clinic, Eoghan shed an amazing 6 stone / 38 kg. Eoghan tells his story in the podcast below …
 
In tonight’s Australian Stock Market Show, Dale and Janine discuss the top ASX stocks in the 2nd half of 2021 and whether Treasury Wine Estates on the list.
 
➡️ In this episode of Making Sense ⬅️ Ed Butowsky of Chapwood Investments sits down to answer questions about his new book. ( Details Below) He dives into the key concepts of the 8 Metrics every investor should use to properly evaluate their financial advisor. Knowing how to evaluate your portfolio and how to evaluate your financial advisor can hel…
 
As financial planning continues its evolution, there are many areas of nuanced expertise that are emerging to help clients successfully navigate the intersections of life and money. Advanced care planning is one of those areas where advisors and clients can plan with some certainty for a period of extreme uncertainty. Kim Fischer joins the podcast …
 
With so many options available, how do you choose your investments? There is a decision tree that all investors go through, some of them subconsciously, that helps them to choose which fund they need to invest in. Over the last few episodes we’ve looked at how you invest, and in today’s episode (taking into account the foundations of investing) we’…
 
In this week’s Talking Wealth podcast, Dale discusses how you can find stocks to buy each quarter when the Australian stock market indices rebalance on the ASX. He shares how you can use this process to filter stocks to place on your watch list that are likely to present some great buying opportunities.…
 
➡️ In this episode of Making Sense ⬅️ Do you know what our national debt is? Ed Butowsky discusses the national debt in today's episode of Making Sense. What is our current national debt? Where is it going? And what does it mean for YOUR wealth management? ➡️ About Chapwood Investments and Ed Butowsky ⬅️ For over 25 years Ed Butowsky of Chapwood In…
 
There's a reason home prices continue to go up, and it's not because of a speculative bubble. Jason Hartman takes today's intro to examine some of the factors involved in the recent runup of real estate prices. The Jason joins Doug Utberg on The Terminal Value podcast to talk economics of the day. The two discuss how you truly grow wealthy in the U…
 
Radio Show Outline Producer: [00:00:00] Fixed annuities, including multi-year guaranteed rate annuities, are not designed for short term investments and may be subject to restrictions, fees and surrender charges as described in the annuity contract guarantees are backed by the financial strength and claims paying ability of the issuer. Speaker2: [0…
 
➡️ In this episode of Making Sense ⬅️ Ed Butowsky of Chapwood Investments discusses how the average stock is performing today! ➡️ About Chapwood Investments and Ed Butowsky ⬅️ For over 25 years Ed Butowsky of Chapwood Investments has helped countless high net-worth clients bring clarity and understanding to their portfolio management by targeting s…
 
➡️ In this episode of Making Sense ⬅️ Ed Butowsky, the owner of Chapwood Investments, reveals the CHIP score. CHIP stands for CHapwood Investment Portfolio score. It is a rating system Ed has developed to measure the performance and volatility. You can get your CHIP score at https://chapwoodinvestments.com/tools...​ ➡️ About Chapwood Investments an…
 
➡️ In this episode of Making Sense ⬅️ Ed Butowsky of Chapwood Investments shares the breaking truth about the shape of the market's recovery. It's important to have all the most accurate and up to date information. This video was recorded on September 23rd, 2020 and the market has likely changed since this recording. Visit chapwoodinvestments.com f…
 
Today's Flash Back Friday comes from Episode 550, originally published in August 2015. Dr. Vitale believes when you learn to get clean with money and stop self sabotaging your financial future you will start to attract more money to you. You must first get through the filters that are your beliefs and see what is really possible to know you are des…
 
➡️ In this episode of Making Sense ⬅️ Ed Butowsky gives you an in-depth analysis of the stock market as it is today. It's too easy to say that the market is doing well based on returns. The returns are only one aspect of the health of the market. Ed breaks down what you need to know for YOUR wealth management. ➡️ About Chapwood Investments and Ed B…
 
President Biden and Fed Chair Jay Powell delivered important speeches this week, and Michael Farr turns to the ever-insightful (and truly nice guy) Jack Bouroudjian to help explain how the economy, and investing landscape, are evolving. Jack helps explain why the Fed isn't as worried about inflation as some might think -- at the end of the day we k…
 
Brad Adatto is a partner at the law firm of ByrdAdatto, a national business and healthcare boutique law firm. As the son of a surgeon, and from a family of many dentists, Brad has a personal connection to the businesses of both medicine and dentistry. In his discussion with David, Brad covers a number of important issues for listeners, including co…
 
Episode 17: In this episode, Dustin interviews Shannon Stone of Stone Sisters Realty. Shannon shares stories of her beginnings as a realtor, and how she used hard work and drive to compensate for early inexperience, and shares her worries about hiring agents to take over some of her work. Shannon also touches on the moment she knew she was going to…
 
➡️ In this episode of Making Sense ⬅️ Ed Butowsky, the owner of Chapwood Investments, explains why you shouldn't be concerned about who wins the United States Presidential Election, you should be more concerned about the current stock market valuation. Presidential elections may get a lot of buzz but the bottom line is they don't often affect the m…
 
Once again we have good news, and we have bad news. The US population growth has been slowing for a long time, but now it's getting to record levels. Jason Hartman starts off the show by examining the impact that will have on the country moving forward. Then we have the conclusion of Jason's live speech discussing how to invest in an inflationary m…
 
Big Number & Little Number in Retirement Ford Stokes2: [00:00:30] Fixed annuities, including multiyear guaranteed rate annuities, are not designed for short term investments and may be subject to restrictions, fees and surrender charges as described in the annuity contract guarantees are backed by the financial strength and claims paying ability of…
 
On this episode of the Dentist Money™ Show, Ryan welcomes the legendary Dr. Nacho, Paul Goodman, for a wide-ranging discussion on how to keep all of your practice ownership pieces lined up. From preparing for unforeseen physical emergencies to making sure your staff knows how money flows through your practice to why you need mentors who are within …
 
➡️ Investment Forensics: Tools to Analyze your Portfolio ⬅️ Ed Butowsky, owner and operator of Chapwood Investments, is sharing this valuable free webinar with all of you! In this webinar, you will learn about Investment Forensics. What it is? How to use it? And who can benefit from it? Investment Forensics can help you make sense of your portfolio…
 
Ready to invest, but confused by industry jargon? Translated into HumanSpeak you will be able to understand the different types of investments or assets. This week I’m going to teach you the type of assets you can invest in when you invest in funds, as well as give you some generalised guidelines for the average person as to how much money you shou…
 
In tonight’s Australian Stock Market Show, Dale and Janine discuss whether Fortescue Metals Group (ASX: FMG) is a top stock to buy for beginners.
 
➡️ In this episode of Making Sense ⬅️ Ed Butowsky, of Chapwood Investments, explains how the strength of the world market affects your wealth management and portfolio whether you invest in foreign companies or not! With over 45% or more of the S&P 500 earnings coming from outside of the United States wealth managers need to be aware of the health o…
 
The post Ep. 96: Converting Tax Returns Into Actionable Insights for Advisors with Kevin Lozer, Holistiplan appeared first on and was written by Craig Iskowitz. “How Holistiplan came about was we were looking for a way to automate tax planning a little more, to scale it so that as you grow as an [advisory] firm, and bring on more clients, you can s…
 
In this week’s podcast, Dale discusses Computershare’s announcement in March that it would complete a rights issue to raise capital to purchase Wells Fargo Corporate Trust Services in the USA. What surprised the big end of town is the offer Computershare released to retail shareholders, so Dale explains why this offer is good for retail investors.…
 
The 1031 Tax Deferred Exchange is under threat by the Biden administration, and Jason's taking advantage of it while it still exists. But he's not taking advantage of it in his usual way. He's actually going about it completely backward from his old tactics. Then, listen in to Jason's presentation on how to invest in an inflationary market and grow…
 
In your 30s and 40s, your responsibilities increase. You are most likely to buy your first home and grow your family. Marriage, a bond and kids can drain your earnings. Even the family dog eats a portion of your salary. It’s easy to think that saving for retirement is impossible in your 30s & 40s, but it should remain your top priority, especially …
 
In this week’s Australian Share Market podcast, Dale shares his thoughts on why the stock market is currently showing weakness before discussing whether it is likely to trade up to 7,600 points.
 
➡️ In this episode of Making Sense ⬅️ Ed Butowsky of Chapwood Investments sits down to answer questions about his new book. ( Details Below) He dives into the key concepts of the 8 Metrics every investor should use to properly evaluate their financial advisor. Knowing how to evaluate your portfolio and how to evaluate your financial advisor can hel…
 
➡️ In this episode of Making Sense ⬅️ Ed Butowsky discusses what may or may not happen in the post-election market. Does it matter who wins the election? Ed says no. The valuation is going to decline over time. Why? Simple - because the current market is overvalued. Tune in to see what this could mean for your wealth management. ➡️ About Chapwood I…
 
A Conversation with MLB All-Star Torii Hunter ➡️ In this episode of Making Sense ⬅️ Torii Hunter was a five-time All-Star player, has won nine consecutive Gold Glove Awards as a center fielder, and was a two-time Silver Slugger Award winner. This man is a living legend. Today he and Ed Butowsky sit down and discuss athlete money management. Includi…
 
Today's Flash Back Friday comes from Episode 399, originally published in August 2014. Bill Cheney is the Chief Economist at John Hancock Financial Services. He joins the podcast do discuss how job growth was affected by the weather this past winter and if investors are feeling positive or negative about the stock market and economy. Bill directs e…
 
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