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The financial planners at Topel & DiStasi Wealth Management provide practical advice and insights into the complex world of financial planning and investment management. Our goal is to help our clients more fully enjoy their lives by being an ally on their road to financial independence.
 
The Heart of What we are about We are a financial planning company committed to helping our clients appreciate, understand, and achieve their dreams and aspirations. Life is not a rehearsal. We help you to ensure that you have the correct life balance and that your money is there to help you lead the life that you deserve. Unlike many financial advisers who focus only on your money, we put your life first and your money second. We work together with our clients to build their personalised fi ...
 
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 ...
 
Ryan Hughes, MBA explains personal financial advice and investing topics in an easy-to-understand format. The Solid Financial Advice podcast covers the economy, the stock market, investing, IRAs, retirement planning, income-producing assets, social security strategies, college planning, and more. Ryan Hughes relies on his experience and education to provide practical wisdom to help individuals achieve financial freedom. He is often joined by various experts to give you the tools to achieve f ...
 
Join me and help me shape the future of how we talk about, share about and debate (not fight) about what our financial lives should look like (for our homes and our businesses). At the root of the complexity, and for some of us, disaster or stress, is money. Let's get real here..................in this space.........in our relationships........in our personal dreams. There's nothing to be afraid of or ashamed about because we are so much alike, us humans. I'm going on this journey with you s ...
 
“The Brighthouse Financial Insights Panel” is a monthly podcast where leading experts share advice and strategies for financial professionals. Through these conversations, our panelists offer insights and tips to help strengthen businesses and build client relationships that last. Topics have included: prospecting and referrals, business strategies, milestone and retirement planning, women in retirement, and understanding client needs and behaviors. Disclosure: In these podcasts, the terms “ ...
 
Beat conventional advice on personal finance, investing, and business with the author of Rich Dad Poor Dad, Robert Kiyosaki. Get ahead with his pull-no-punches style of challenging the advice we’ve all been given on money, investing, and the economy. Frustrated and frightened by the financial advice being given by the mainstream talking heads, Robert Kiyosaki sits down with professionals from the world of money, investing, business, and personal development. Listeners will be provided variou ...
 
Every week, Don Fox of Fox Group Private Wealth Management shares his Financial Planning advice with you. With over 35 years of experience, Don has advised clients on the A-Z’s of Financial Planning. It’s that experience that brings a down to earth approach to help you navigate today’s financial stressors. To quote Don, “It all starts with a comprehensive financial plan” and every week Don and his team share real life financial stories and solutions.
 
In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the in ...
 
Welcome to the Financial Detox® Show—a show that’s dedicated to helping you retire with confidence. Your host, Jason Labrum is a Certified Financial Planner and Founder of Intelligence Driven Advisers. For over 20 years, he’s shown people how to steer clear of toxic advice, achieve financial peace of mind, and manage their wealth for maximum impact—and now, he wants to empower YOU to do the same! Join Jason and his co-host Alex Klingensmith every other week, as they simplify the complex, sha ...
 
Join thousands of dentists who are learning how to make smart financial decisions. You’ll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.
 
Todd Tresidder from the FinancialMentor.com blog reveals unconventional wealth building advice and advanced investment strategy tips. Discover the next step in retirement planning and personal finance from a former professional hedge fund manager turned financial coach and author. If you are tired of the same old “buy, hold, and pray” and worn out frugality tips then this show is for you. Each episode teaches financial freedom for smart people by revealing what works, what doesn’t, and why. ...
 
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Real Conversations

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Real Conversations

Hedgeye Risk Management

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Hedgeye is an investment research and financial media company founded in 2008. Our core principles are transparency, accountability and trust. Hedgeye’s Real Conversations series, hosted by CEO Keith McCullough, brings together the brightest minds in the business to cut through the noise and discuss the financial market moves that actually matter.LEGALThe opinions expressed in Hedgeye Real Conversations are those of the individual speaking and not of Hedgeye, and should not be construed as s ...
 
Welcome to Advice You Can Trust, where we explore an array of topics surrounding wealth management and the lessons that can be learned from super rich individuals, families, and businesses as a whole. Listen as James Nichols, Wealth Manager at Cumberland River Group, taps into years of experience in working with clients to provide highly customized advice, investment solutions, and financial planning services. Dedicated to his clients, James prides himself on the relationships he has nurture ...
 
A podcast which explores the challenges incumbent financial service brands face when looking to deliver a customer experience which is comparable if not better than the experiences provided by the launch of challenger brands. Each episode will involve a deep dive interview with client-side marketers and industry experts. And will explore a different aspect of what goes on behind the scenes when looking to deliver a great digital experience such as design, marketing, UX, technology, data, pro ...
 
Bulletproof Cashflow is the podcast to gain financial freedom through multifamily real estate investing. Here, we interview multifamily real estate investors, mentors, and entrepreneurs who share their secrets and advice to help you build passive income.
 
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 ...
 
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TREPX Podcast | For enTREPreneurs by enTREPreneurs, TREPX Podcast provides actionable advice, tips, and steps for freelancers, startups, and early-stage companies to grow into a business bigger than themselves.

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TREPX Podcast | For enTREPreneurs by enTREPreneurs, TREPX Podcast provides actionable advice, tips, and steps for freelancers, startups, and early-stage companies to grow into a business bigger than themselves ...

Entrepreneur Micky Deming interviews, those who have built successful businesses to deconstruct their success, and show entrepreneurs how to move from amateur to pro. Learning, Living and Sharing the entrepreneurial experience. Featuring Frank Lunn, Dennis Velasco, Philip Campbell, Micheal Luchies, Emily Chase Smith, Rachel Rogers, Ted Prodromou. Inspired by Entrepreneur On Fire, Tim Ferriss, James Altucher, Pat Flynn.

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The TREPX Podcast is a place for entrepreneurs who are serious about growing a business and transitioning from amateur to pro. A business pro is someone who has a vision to build something bigger than one person. A pro creates systems for growth and has clear, authentic marketing that connects with customers and prospects. A pro has financial awareness to look forward instead of backward. The TREPX Podcast will feature interviews with those who have built successful businesses to deconstruct ...
 
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show series
 
When we last saw the Madison real estate market from a realtor's perspective – this episode with Matt Winzenried in June – things were looking red hot, what we dubbed the 'Mad' real estate market. So, as the weather begins to cool and we head toward winter, we thought it'd be a good time to check back in on how things are going in Madison. Charlie …
 
This is an exclusive "Hedgeye Investing Summit" interview between Diego Parrilla, Portfolio Manager at Quadriga, and Hedgeye CEO Keith McCullough. ***This content aired as a video webcast live on Wednesday, October 5, 2021*** Want access to our 8 other webcast in this series? Click HERE to get free access: Register for our new Simulated Trading Tou…
 
This is an exclusive "Hedgeye Investing Summit" interview between Kyle Bass, Founder & Chief Investment Officer of Hayman Capital, and Hedgeye CEO Keith McCullough. ***This content aired as a video webcast live on Wednesday, October 6, 2021*** Want access to our 8 other webcast in this series? Click HERE to get free access: Register for our new Sim…
 
This is an exclusive "Hedgeye Investing Summit" interview between Michael Green, Portfolio Manager at Simplify Asset Management, and Hedgeye CEO Keith McCullough. Watch the broadcast now. ***This content aired as a video webcast live on Tuesday, October 5, 2021*** Want access to our 8 other webcast in this series? Click HERE to get free access: Reg…
 
This is an exclusive "Hedgeye Investing Summit" interview between Liz Ann Sonders, Chief Investment Strategist of Charles Schwab, and Hedgeye CEO Keith McCullough. ***This content aired as a video webcast live on Monday October 4, 2021*** Want access to our 8 other webcast in this series? Click HERE to get free access: Register for our new Simulate…
 
In this edition of The Advice Show podcast, Citywire New Model Adviser senior reporter James Fitzgerald speaks with the CEO of advice network Tenet, Mark Scanlon, about how consolidation is a necessary evil, and how the government and regulator need to do more to educate kids about finance.Bởi Citywire
 
So you think it’s time to add something more exciting to your portfolio? Before you buy, it’s important to know how it will help you reach your long-term goals. On this episode of the Dentist Money™ Show, Ryan and Matt put their focus on alternative investments and where and when they might fit. There are many ways to invest, but the downside of so…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today's conversation features Jerry V. Hall, a digital asset expert and cryptocurrency advocate, who shares his opinion on decentralized finance, the implications on traditional finance services, and new …
 
In the midst of “The Great Resignation,” people are quitting or choosing to be fired, and thus are turning to investments rather than find another 9-5 to earn income. Today’s guests explain that financial education is the most important thing you can do to win at real estate investing. Robert Helms, the host, and founder of The Real Estate Guys™ Ra…
 
In this episode, host Josh Nelson dives into the pros and cons of contributing to a traditional 401K versus a Roth IRA. He explores the tax questions most people have about both. Which is better? This episode goes into it giving you some great points that may help you decide what's right for you. Contact https://josh@keystonefinancial.com Website: …
 
In this episode of the Advice Show podcast, reporter Laura Purkess speaks to Tom Selby, senior analyst at AJ Bell, about recent tax and policy changes including the increase to the national insurance rate, the suspension of the triple-lock and the new social care cost cap, and look at what the Autumn Budget could have in store.…
 
Walkner Condon's Syl Michelin, a Chartered Financial Analyst, is joined by Stan Farmer, CFP®, J.D., and Walkner Condon co-founder Clint Walkner to break down the most recent quarter of 2021 and look ahead to the final quarter of the year. (Where did the time go in 2021?) The three discuss a somewhat turbulent last three months – at least, more so t…
 
Are you frustrated that your practice seems to have plateaued? Or maybe the holes in your schedule make it so disorganized it looks like a game of Tetris. On this episode of the Dentist Money™ Show, Ryan welcomes consultant Heidi Mount who has coached dentists across the globe. On this show, Heidi reveals how good coaching can help you unlock the f…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today's conversation features Dr. Mary Bell Carlson, whose expertise includes being a financial behavior expert and well-known speaker and author. She has worked in both the military and government sector…
 
In 1971, President Richard Nixon changed the rules of money because foreign countries being paid in U.S. dollars grew skeptical when the U.S. Treasury was printing more and more money to cover our debts, and they began exchanging their dollars directly for gold in earnest, depleting most of the U.S. gold reserves. There’s been a significant under-i…
 
As hard as it may be to believe, sometimes people have a difficult time spending their money. In this episode, host Josh Nelson's message is aimed specifically at people that are not very good at it. He gets into what creates some people's fear of spending money. He presents a variety of perspectives that can help so that those folks can still enjo…
 
For the second time in the last month, Nate and Keith are together in the booth to draw parallels between the game of golf and investing. With the Ryder Cup in Wisconsin, and after a year of waiting because of the pandemic, golf was certainly top of mind for many across the state, and the country, in the last week. And while Europe has dominated th…
 
In this edition of The Advice Show podcast, Citywire New Model Adviser reporter James Fitzgerald speaks with Pimfa’s director of government relations and policy, Tim Fassam, about the FCA’s latest row back on its Financial Services Compensation Scheme (FSCS) levy reduction target and why the regulator needs to come up with a more ambitious solution…
 
To make it work, you and your spouse or partner need to commit to the goals in a financial plan. Unfortunately, many couples may need money therapy first. On this episode of the Dentist Money™ Show, Ryan and Matt outline 5 ways to bring your financial objectives together. Isn’t it time you became a team, increasing your net worth growth as you prog…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today's conversation features Anabel Diaz, CFP®, MSFP who is a CERTIFIED FINANCIAL PLANNER™ professional who holds a BA in Economics from UC Santa Cruz and a Master of Science in Financial Planning from G…
 
Chaos erupted at the Southern Border in Texas when over 10,000 migrants—including families, pregnant women, and babies—were waiting to be processed by US immigration authorities, just a week ago in Del Rio, Texas. Today’s guest says that as a result, Biden’s failed policies are undoing the very fabric that this United States is made of. Pinal Count…
 
As business owners, your goal isn’t just to build wealth–it’s to find purpose and create a real legacy. However, so many entrepreneurs make the same mistakes, day in and day out, leaving them undervalued and stressed out–and these errors take a toll that gets worse with every passing year, especially as you head toward retirement. Author Jim Muehlh…
 
In this episode, host Josh Nelson extends his gratitude and appreciation for your part in helping The Wiser Financial Advisor reach it's first birthday as a podcast. It's an honor and a privilege to be able to do this every week and have you, and many others, get some benefit out of what he talks about every week. He also gets into the three main t…
 
Get access to the Macro Show live and on-demand video every day: https://info.hedgeye.com/l/764243/2021-02-26/dcysv1 In 2014, we were sick and tired of hearing narrative after narrative on "Old Wall" TV. We created The Macro Show for everyday investors looking for a better way to access real-time investable market analysis. Track trends in stocks, …
 
In this episode of the Advice Show podcast, reporter Laura Purkess speaks to Charlotte Wood, director of Rosewood Financial Planning, about her work to help make the financial planning profession more inclusive for women. From launching a Facebook Group and growing it to over 800 members, to planning an all-female conference, Wood is on a mission t…
 
On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt answer questions from dentists about their cash flow, debt, and investment concerns. Income is finally growing—what comes next? Pay down debt or add to assets? Where do collectibles fit into a portfolio? Should you put more than the minimum down when buying a home? Got a money q…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Do you know anyone that’s worked with Sir Elton John or Elon Musk, sent people down to see the wreck of the Titanic on the sea bed or closed museums in Florence for a private dinner party and then had And…
 
The Fed is neither Federal, a bank, nor is does it hold any reserves. The big question is, should we end the Fed? Today’s guest is a critic of the federal government’s fiscal policies, especially the existence of the Federal Reserve. Dr. Ron Paul, a former Congressman and host of the Liberty Report says, “Big government would thrive if it didn’t ha…
 
In this episode host Josh Nelson offers you an opportunity to discover your risk number. It's the number that matches up with the "turbulence" that you're willing to tolerate in your own portfolio. On a scale of 1 to 99 how much of a financial risk taker are you? It's important that you know this number so that your portfolio performs optimally for…
 
**This Real Conversation originally aired as a video webcast on Hedgeye.com on September 7, 2021** Watch Real Conversations LIVE and get other great video investing content here: https://info.hedgeye.com/l/764243/2021-09-02/j1scnf Join Hedgeye CEO Keith McCullough and Daniel Lacalle, Chief Economist at Tressis SV, for this special investing discuss…
 
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