Những podcast Sam Sivarajan hay nhất (2024)

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There’s No Place Like Home: The Power of Place in Wealth Planning with Ryan Frederick 52:04

11d ago52:04

52:04

Summary: In this episode of The Future-Ready Advisor, Sam Sivarajan sits down with Ryan Frederick, founder of HERE, to explore the critical connection between place and longevity. Ryan advocates for "place planning," emphasizing how where we live is deeply intertwined with our well-being, especially as we age. This conversation touches on how finan…

1
Beyond the Balance Sheet with Seth Streeter 45:45

24d ago45:45

45:45

Summary Seth Streeter, founder of Mission Wealth, discusses the concept of redefining wealth beyond financial metrics. He shares his background and the vision behind Mission Wealth, which focuses on comprehensive planning and proactive service. Streeter emphasizes the importance of understanding clients' true motivations and goals, and how advisors…

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Beyond the Buzz: Real AI Insights with Dr. Jeffrey Funk 41:21

1M ago41:21

41:21

Episode Summary: The Future-Ready Advisor with Dr. Jeffrey Funk In this episode of The Future-Ready Advisor, Sam Sivarajan interviews Dr. Jeffrey Funk, a seasoned expert in the economics of innovation, to dissect the current landscape of AI, blockchain, and other emerging technologies. They explore what sets transformative technological innovations…

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Episode 27: Rewriting Retirement Spending Rules with Adam Chapman 50:16

2M ago50:16

50:16

Episode Summary: Join host Sam Sivarajan in this compelling episode of The Future-Ready Advisor, featuring Adam Chapman, a pioneer in retirement planning and founder of Yes Money. Discover Chapman’s revolutionary approach that encourages retirees to spend intelligently, ensuring a balanced and fulfilling retirement. Key quote from the episode: "It'…

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Episode 26: Revolutionizing Client Collaboration in Financial Services with Ali Qureshi 41:45

2M ago41:45

41:45

Episode Summary: In this episode of The Future-Ready Advisor, host Sam Sivarajan talks with Ali Qureshi, a fintech innovator, about the transformative power of digital collaboration tools in financial services. Ali delves into the origin and impact of his platform that is setting new standards for managing client relationships and document security…

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Episode 25: Integrating Technology and the Human Touch with Nataša Williams 48:59

3M ago48:59

48:59

Episode Summary In this riveting episode of The Future-Ready Advisor, Sam Sivarajan talks with Nataša Williams, a seasoned financial advisor and the co-founder of Cadro, leading UK technology-based wealth management firm. Nataša shares her unique insights on the integration of technology in wealth management, the personalized approach to client rel…

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Episode 24: Secrets to Successful Business Sales with Richard Betsalel 32:21

3M ago32:21

32:21

Episode Summary: In this engaging episode of The Future-Ready Advisor, host Sam Sivarajan sits down with Richard Betsalel, a senior investment banker with Crosbie and Company. They explore the intricacies of mid-market business sales and strategic financing, shedding light on effective preparation and the impact of competitive tension on achieving …

1
Episode 23: Decoding Behavioral Finance with Merle van den Akker 52:15

4M ago52:15

52:15

Episode Summary: In this episode of The Future-Ready Advisor, host Sam Sivarajan welcomes Merle van den Akker, an active voice in behavioral finance. Broadcasting from Sydney, Merle provides a detailed exploration of how deep-seated human behaviors and biases affect financial decision-making. With her extensive background in behavioral science, she…

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Episode 22: Revolutionizing Client Onboarding with Brandon Chapman 34:06

4M ago34:06

34:06

Episode Summary: Join host Sam Sivarajan in this episode of The Future-Ready Advisor as he engages with Brandon Chapman, founder of Advisor Flow. Brandon delves into how his platform is reshaping client onboarding and the overall advisory experience with innovative digital solutions. Key Quote: “Technology doesn't fix a broken business; it just acc…

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Episode 21: Navigating Retirement with Gillian Leithman 47:42

5M ago47:42

47:42

Episode Summary: In this engaging episode of The Future-Ready Advisor, host Sam Sivarajan discusses the often misunderstood aspects of transitioning into retirement with expert Gillian Leithman. Gillian, an adjunct professor and co-creator of the Certified Professional Retirement Coach Designation, shares invaluable insights on how retirees can rew…

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Episode 20: Charting New Ground in Investment Strategy with Rob Janson 46:08

5M ago46:08

46:08

Episode Summary: In this episode of The Future-Ready Advisor, Sam Sivarajan chats with Rob Janson, the co-CEO and Chief Investment Officer of West Court Capital. They delve into the nuanced world of alternative investments and discuss strategies for diversifying portfolios, particularly for ultra-high-net-worth clients and family offices. This disc…

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Episode 19: The Human Touch in Wealth Management with Candice Jay 31:06

5M ago31:06

31:06

Embark on a journey through the financial landscape with Candice Jay, a wealth advisor with CC&L Private Capital, who brings her frontline experience to bear on the complexities of managing affluence in a fast-paced world. Her expertise unravels the tapestry of holistic advice, where the art of wealth management transcends the boundaries of mere nu…

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Episode 18: Designing a Purpose-Driven Retirement with Simon Chan and Mike Drak 56:04

6M ago56:04

56:04

Discover the keys to unlocking a vibrant and dynamic retirement as we challenge the outdated notions of this life transition with financial visionaries Simon Chan and Mike Drak. This episode promises to redefine your understanding of retirement and work, exploring beyond the financial readiness to the vital non-monetary elements that foster a fulfi…

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Episode 17: Fostering Lasting Impact with Mike Todd 33:54

6M ago33:54

33:54

Prepare to transform your financial advising approach with industry stalwart Mike Todd, as he guides us through the heart and soul of philanthropy in wealth management. Mike unveils his journey from a zealous stock market guru to an altruistic philanthropic strategist, providing a blueprint for advisors to intertwine clients' charitable ambitions w…

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Marcus Aurelius: The Stoic Emperor with Donald Robertson 56:45

7M ago56:45

56:45

You're listening to the Stoic Solutions Podcast - practical wisdom for everyday life inspired by the ancient tradition of Stoic Philosophy from Greece and Rome. I'm your host, Justin Vacula. Visit my website at StoicSolutionsPodcast.com. For today’s episode, I recorded with author Donald Robertson about his new book ‘Marcus Aurelius: The Stoic Empe…

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Episode 16: The Art of Retiring with Susan Latremoille 45:49

7M ago45:49

45:49

Ever thought retirement was just about saving enough money for the golf course and sunny days in Florida? Think again. Today, I'm joined by Susan Latremoille, a pioneer in the retirement coaching arena, as we uncover the less talked about emotional and psychological shifts that hit you when your 9-to-5 turns into endless free time. This isn't your …

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Episode 15: Investor’s Guide to a Cleaner Economy with Joanna Klimczak 37:02

7M ago37:02

37:02

The push towards clean energy provides investment opportunities for investors. Dial into the insights from Joanna Klimczak of CREO, as we examine the brave new world of sustainable investing. We dive into CREO's bold strategy, targeting an impressive $100 billion impact by 2025, and discuss how asset managers and financial advisors are becoming piv…

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Episode 14: The Art of Courageous Questioning with Alex Bunyan 41:12

8M ago41:12

41:12

Unlock the transformative power of coaching, both in life and in the world of financial advice, with Sam Sivarajan and guest, executive coach Alex Bunyan. Our conversation is a deep dive into the heart of decision-making, revealing how courageous questioning can lead to personal and professional fulfillment. By drawing parallels between financial a…

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Stoicism For Dummies With Gregory Bassham 55:35

8M ago55:35

55:35

You're listening to the Stoic Solutions Podcast - practical wisdom for everyday life inspired by the ancient tradition of Stoic Philosophy from Greece and Rome. I'm your host, Justin Vacula. Visit my website at StoicSolutionsPodcast.com. For today’s episode, I recorded with author Gregory Bassham about his new book ‘Stoicism for Dummies’ that helps…

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Episode 13: The Art of Building a Successful Financial Advice Practice with Dan Allen 39:01

8M ago39:01

39:01

What's the secret to building a successful financial practice? It's not just about knowing numbers, it's about knowing people. As we chat with Dan Allen, a senior financial advisor with Manulife Securities, you'll glean wisdom from his 25 years in the industry. He's evolved from a value-based selling strategy to specializing in retirement income an…

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Episode 12: The Rise of the Integrated Advisor with Tom McCullough 38:08

9M ago38:08

38:08

Ever thought about the role of a financial advisor? It's more than just managing investments or selling products. In our candid discussion with Tom McCullough, co-founder, chairman, and CEO of Northwood Family Office, we'll reveal how the industry is shifting - moving away from a product-centric focus towards a more holistic approach that prioritiz…

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Episode 11: The New Era of Investing - Balancing ESG and Returns with Angela Wiebeck 30:28

9M ago30:28

30:28

Are you or your clients curious about ESG and what it means for portfolios? Uncover what ESG is and why it will continue to be a key theme for years with Angela Wiebeck, Chief Sustainability Officer at Aquila Capital. In an era where profit meets purpose, our enlightening conversation peels back the layers of impact investing, revealing the potent …

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Episode 10: Unleashing the Power of Personal Branding with Michelle Griffin 31:21

10M ago31:21

31:21

Ever wondered why some businesses steal the spotlight while others sink into oblivion? What if the secret to entrepreneurial success lies in brand clarity, niche targeting, and LinkedIn presence? Our guest for today's episode, Michelle Griffin, a personal branding maestro, is here to shed light on these questions and much more. Michelle takes us th…

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Episode 9: Trust-Building and Goal-Setting in Financial Planning with Bill Bell 36:59

10M ago36:59

36:59

Does planning for your financial future feel like a paralyzing paradox? Well, you're not alone. We're joined by the insightful Bill Bell, a senior financial advisor and author, who takes us through his journey from selling disability insurance to founding Bell Financial. With his unique perspective on the discovery process and the creation of compr…

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Episode 8: The Future of Finance: Women, Wealth and Wisdom with Sarah Kolla-Empey 34:22

11M ago34:22

34:22

Are you ready to transform your financial perspective? With Sarah Kolla-Empey, a financial planner and wealth advisor, we journey into the world of holistic financial advice. Sarah's commitment to comprehensive financial planning has helped her clients thrive, and she's here to share her insights with you too. From her beginnings in an accounting f…

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Episode 7: Fixed Income Opportunities and Central Bank Policies with Konstantin Boehmer 35:31

11M ago35:31

35:31

Explore the labyrinth of fixed income opportunities and central bank policies in this enriching conversation with our guest, Konstantin Boehmer. With his global experience as a fixed income portfolio manager, Konstantin sheds light on the intricacies of short-term and long-term bonds, and the ripple effects of a fluctuating Canadian dollar. Listen …

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Episode 6: Mastering the Art of Long-Term Investing with Morten Springborg 41:21

12M ago41:21

41:21

Ready to unravel the intriguing world of long-term investments? Listen in as we converse with Morten Springborg, a portfolio manager and thematic specialist from the institutional investment firm C Worldwide. Morten uncovers the key techniques behind C Worldwide's success - from their unique 30-stock approach to their in-depth thematic analysis. We…

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Episode 5: Creating a Meaningful Financial Life Plan with Andy Baxley 43:31

1y ago43:31

43:31

What if you could rewrite the narrative of your clients' financial journey, focusing not only on numbers but on purpose? Meet Andy Baxley, a fee-only financial planner, who is doing just that. Andy joins us to discuss the concept of financial life planning, a human-centered approach that prioritizes individuals and their goals over the technicaliti…

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Episode 4: Maximizing Wealth Through Insurance with Bryan Scott 40:05

1y ago40:05

40:05

Looking to maximize your wealth and minimize your taxes? Craving expert advice on financial planning? Well, you're in luck. Our latest podcast episode features financial advisor, Bryan Scott, who brings over a decade of experience in the financial services industry. We unpack Bryan's journey from being a transactional advisor to comprehensive plann…

1
Episode 3: The Future of Regulation in Canada with Bill Donegan 31:38

1y ago31:38

31:38

Brace yourself for a regulatory rollercoaster ride with Bill Donegan! This episode takes you on a journey through the recent regulatory merger in Canada, its potential implications, and the ripple effects it might have on advisors and firms. Powered by his rich experience with both the Mutual Fund Dealers Association (MFDA) and the Investment Indus…

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Episode 2: Harness the Power of Your Five Brains with Dr. Carlos Davidovich 33:58

1y ago33:58

33:58

Discover the secret to building stronger relationships with your clients, as we sit down with neuro-management expert, Dr. Carlos Davidovich and embark on a journey through the fascinating realm of our five brains. Can understanding the intricacies of our instinctual, emotional, and rational brains, coupled with the heart and gut brain, unlock the …

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Episode 1: Rethinking the Role of Financial Advisors in the Digital Age with Christopher Dewdney 23:43

1y ago23:43

23:43

Ever wonder how emotions and technology are reshaping the financial advisory industry? Meet Christopher Dewdney, a seasoned financial expert with two decades of experience, who shares his unique insights into the evolution of his practice and the industry at large. We delve into everything from the role of media in influencing investors to the mete…

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Episode 0: Embracing the Future: The Changing Tides of Financial Advice 3:58

1y ago3:58

3:58

Ready for an exciting journey into the future of financial advice? I promise that you'll gain valuable insights into how you can make your practice future-ready. I am your host, Sam Sivarajan, a seasoned wealth management consultant, behavioral scientist and author, ready to help you navigate the evolving industry landscape. We'll journey from the …

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Defusing American Anger With Zachary Elwood 52:48

1y ago52:48

52:48

You're listening to the Stoic Solutions Podcast - practical wisdom for everyday life inspired by the ancient tradition of Stoic Philosophy from Greece and Rome. I'm your host, Justin Vacula. Visit my website at StoicSolutionsPodcast.com. For today’s episode, I recorded with author Zachary Elwood about his new book ‘Defusing American Anger’ - A Guid…

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Prospering: Applying Stoicism With Steven Willison 46:53

1+ y ago46:53

46:53

You're listening to the Stoic Solutions Podcast - practical wisdom for everyday life inspired by the ancient tradition of Stoic Philosophy from Greece and Rome. I'm your host, Justin Vacula. Visit my website at StoicSolutionsPodcast.com. For today’s episode, I recorded with author Steven Willison about his new book ‘Prospering: Applying the 2000-ye…

1
Lauren Ell On Meaning, Morality, And More 43:47

1+ y ago43:47

43:47

You're listening to the Stoic Solutions Podcast - practical wisdom for everyday life inspired by the ancient tradition of Stoic Philosophy from Greece and Rome. I'm your host, Justin Vacula. Visit my website at StoicSolutionsPodcast.com. For today’s episode, I recorded with Lauren Ell. We talk about finding meaning in life, morality, and her take o…

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Stoic Philosophy For Teens (and Everyone Else) With Tanner Campbell 59:58

1+ y ago59:58

59:58

You're listening to the Stoic Solutions Podcast - practical wisdom for everyday life inspired by the ancient tradition of Stoic Philosophy from Greece and Rome. I'm your host, Justin Vacula. Visit my website at StoicSolutionsPodcast.com. This is episode 111: Stoic Philosophy for Teenagers (and Everyone Else) with Tanner Campbell. Tanner Campbell is…

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Sam Sivarajan, Author Of Uphill | Stoic Philosophy 56:14

1+ y ago56:14

56:14

You're listening to the Stoic Solutions Podcast - practical wisdom for everyday life inspired by the ancient tradition of Stoic Philosophy from Greece and Rome. I'm your host, Justin Vacula. Visit my website at StoicSolutionsPodcast.com. This is episode 110: Sam Sivarajan, Author of Uphill: How to Apply Ancient Wisdom and Modern Science to Life’s C…

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A Frugal Life Will Set You Free 20:11

2y ago20:11

20:11

You're listening to the Stoic Solutions Podcast - practical wisdom for everyday life inspired by the ancient tradition of Stoic Philosophy from Greece and Rome. I'm your host, Justin Vacula. Visit my website at StoicSolutionsPodcast.com. This is episode 109: A Frugal Life Will Set You Free. I argue in favor of the frugal life and explain why I find…

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Update On Jordan Peterson With Guest Kai Whiting 1:00:17

2y ago1:00:17

1:00:17

You're listening to the Stoic Solutions Podcast - practical wisdom for everyday life inspired by the ancient tradition of Stoic Philosophy from Greece and Rome. I'm your host, Justin Vacula. Visit my website at StoicSolutionsPodcast.com. This is episode 108: Update on Jordan Peterson with guest Kai Whiting. I spoke with Kai Whiting about Jordan Pet…

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Men Going Their Own Way MGTOW With Sandman 58:21

2y ago58:21

58:21

You're listening to the Stoic Solutions Podcast - practical wisdom for everyday life inspired by the ancient tradition of Stoic Philosophy from Greece and Rome. I'm your host, Justin Vacula. Visit my website at StoicSolutionsPodcast.com. This is episode 107: Men Going Their Own Way MGTOW with Sandman. I spoke with content creator Sandman about Men …

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Episode 106 - Soul In The Game: The Art Of A Meaningful Life 55:14

2y ago55:14

55:14

You're listening to the Stoic Solutions Podcast - practical wisdom for everyday life inspired by the ancient tradition of Stoic Philosophy from Greece and Rome. I'm your host, Justin Vacula. Visit my website at StoicSolutionsPodcast.com. This is episode 106: Soul in the Game: The Art of a Meaningful Life. I speak with author Vitaliy Katsenelson abo…

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Get Out Of My Head: Creating Modern Clarity With Stoic Wisdom 49:51

2y ago49:51

49:51

You're listening to the Stoic Solutions Podcast - practical wisdom for everyday life inspired by the ancient tradition of Stoic Philosophy from Greece and Rome. I'm your host, Justin Vacula. Visit my website at StoicSolutionsPodcast.com. This is episode 105: Get Out of My Head: Creating Modern Clarity with Stoic Wisdom. I speak with M. Andrew McCon…

1
Episode 104: Metallica And Stoic Philosophy 1:05:03

2+ y ago1:05:03

1:05:03

You're listening to the Stoic Solutions Podcast - practical wisdom for everyday life inspired by the ancient tradition of Stoic Philosophy from Greece and Rome. I'm your host, Justin Vacula. Visit my website at StoicSolutionsPodcast.com.This is episode 104: Metallica and Stoic Philosophy. I speak with Dr. William Irwin – a returning podcast guest –…

1
Episode 103: David Fideler author Of Breakfast with Seneca 1:00:17

2+ y ago1:00:17

1:00:17

You're listening to the Stoic Solutions Podcast - practical wisdom for everyday life inspired by the ancient tradition of Stoic Philosophy from Greece and Rome. I'm your host, Justin Vacula. Visit my website at StoicSolutionsPodcast.com.This is episode 103: Breakfast with Seneca: A Stoic Guide to the Art of Living. I speak with author David Fideler…

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Episode 102: Confined to Align: A Journey to Wellbeing 45:20

2+ y ago45:20

45:20

You're listening to the Stoic Solutions Podcast - practical wisdom for everyday life inspired by the ancient tradition of Stoic Philosophy from Greece and Rome. I'm your host, Justin Vacula. Visit my website at StoicSolutionsPodcast.comThis is episode 102: Confined to Align: A Journey to Wellbeing. I speak with author Ashley Lyn Olson about her rec…

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Episode 101: Philosophy in Poetry with Dr. William Irwin 56:05

3y ago56:05

56:05

You're listening to the Stoic Solutions Podcast - practical wisdom for everyday life inspired by the ancient tradition of Stoic Philosophy from Greece and Rome. I'm your host, Justin Vacula. Visit my website at StoicSolutionsPodcast.com.This is episode 101: Philosophy in Poetry with Dr. William Irwin. Dr. Irwin and I talk about his new books ‘Alway…

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100: An Extraordinarily Ordinary Life With Tim Carlin 48:19

3y ago48:19

48:19

You're listening to the Stoic Solutions Podcast - practical wisdom for everyday life inspired by ancient philosophers of Greece and Rome. I'm your host, Justin Vacula. Visit my website at stoicsolutionspodcast.com.This is episode 100 - An Extraordinarily Ordinary Life: Lessons Learned with Tim Carlin.In An Extraordinarily Ordinary Life, Tim draws o…

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Episode 99: A Field Guide To A Happy Life With Massimo Pigliucci 1:09:48

3y ago1:09:48

1:09:48

You're listening to the Stoic Solutions Podcast - practical wisdom for everyday life inspired by ancient philosophers of Greece and Rome. I'm your host, Justin Vacula. Visit my website at stoicsolutionspodcast.com.This is episode 99 – A Field Guide to A Happy Life with Massimo Pigliucci.In A FIELD GUIDE TO A HAPPY LIFE: 53 Brief Lessons for Living,…

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Episode 98 - Being Better: Stoicism For A World Worth Living In with Kai Whiting 56:14

3+ y ago56:14

56:14

You're listening to the Stoic Solutions Podcast - practical wisdom for everyday life inspired by ancient philosophers of Greece and Rome. I'm your host, Justin Vacula. Visit my website at stoicsolutionspodcast.com.This is episode 98 – Being Better: Stoicism for a World Worth Living In with Kai Whiting. In his new book, Kai Whiting applies Stoic pri…

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