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DENNIS TUBBERGEN has been working in the financial industry for over 25 years. He is CEO of Personal Legacy Planners, a personal legacy company, and CEO of USA Wealth Management, LLC, a federally registered investment advisory company. Dennis Tubbergen has authored two books for consumers: Economic Consequences: Can You Survive, Even Prosper, From 100 Years of Bad Money Decisions, and The Retirement Resolution. Mr. Tubbergen has also been writing an online financial blog since 2008 which can ...
 
The Growing Your Financial Business...The Woman’s Way Podcast is hosted by Robyn Crane, CFP®, Speaker/Trainer, 7-Figure Entrepreneur and 4X #1 Best Selling Author. Robyn interviews female financial advisors, industry influencers and highly successful entrepreneurs to give listeners innovative strategies to grow their ideal businesses so they can live their ideal lives. Robyn’s mission is to increase the footprint of women in financial services by helping female financial advisors and insuran ...
 
The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
 
DiverCity Podcast is all about equality, inclusion, and diversity in financial services, with leading commentators from around the world bringing fresh perspectives to the D&I debate. Hosted by Julia Streets, on each episode we seek to shine a light on positive progress, call out areas requiring further focus and offer lots of ideas to help drive change.
 
Welcome to “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession. Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at he ...
 
The Paul W. Barret, Jr. School of Banking is a non-profit independent school created by and governed by a Board of Regents, whose members are executives from banks and other firms involved with the financial services industry.The mission of the School is to provide an adult learning experience for the career-oriented individual in commercial banking or a related financial services industry business.
 
PayPal Currency is a snack-sized podcast about the rapidly changing financial technology space and the people and customers behind this special moment in history. In every episode, you’ll get a peek of what it’s like inside PayPal – from the wild ride of unearthing culture to the challenges of becoming a customer–focused company. Let us know what you think and what you'd like to hear for future podcasts by emailing us at paypalpodcast@paypal.com.
 
The Consumer Financial Services industry is changing quickly. This weekly podcast from national law firm Ballard Spahr focuses on the consumer finance issues that matter most, from new product development and emerging technologies to regulatory compliance and enforcement and the ramifications of private litigation. Our legal team—recognized as one of the industry's finest— will help you make sense of breaking developments, avoid risk, and make the most of opportunity.
 
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 ...
 
Money is an ever-present part of our lives, but its ubiquity doesn't make it any easier to understand! Breaking the Dollar is a podcast that uses fascinating stories and real-life examples to reveal valuable insights about investing, financial markets, gold and silver, and trends in our monetary system. Precious metals expert Everett Millman shares his unique perspective from nearly a decade of first-hand experience working in the industry.There are many fundamental questions about money we ...
 
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show series
 
In this episode host Julia Streets is joined by Margaret Franklin, President and CEO of Chartered Financial Analyst Institute (CFA) and Fiona Hathorn, board advisor and Founder and CEO of Women on Boards UK. They discuss the importance of reporting, transparency and accountability of boards and how to help diverse talent find its route to the board…
 
J.D. Bruce is the Chief of Innovation for Abacus Wealth Partners, an RIA based out of Santa Monica that manages over $4-billion in assets for 1,900 clients. J.D. has been successful in scaling Abacus to its current size by implementing Angie Herbers’ Diamond Team Model to offer a variety of different service models to different types of clients. Li…
 
Welcome to episode 82 of the FTX Podcast with guests Tommy & Taylor Johnson, the founders of Psyoptions, with host Tristan Yver. PsyOptions is an American style options protocol built on the Solana blockchain. The principles that have guided the architecture and development of the core protocol are flexibility and composability. PsyOptions strives …
 
Welcome to episode 81 of the FTX Podcast with returning guest Sam Williams, founder of Arweave, and host Tristan Yver. Arweave makes information permanence sustainable. It is a new type of storage that backs data with sustainable and perpetual endowments, allowing users and developers to truly store data forever. The protocol matches people who hav…
 
Marketing by nonbanks of products and services offered with bank partners is coming under increasing scrutiny that focuses on the potential for consumers to be led to believe that the nonbank is a bank, or is FDIC insured. We discuss recent state and federal regulatory and enforcement developments, including the FDIC’s proposed rule addressing fals…
 
We all have a story and the great thing about those stories is that it makes us who we are. Your bank has a story. Do you tell it? Do you use it to show how you are a part of your community? It's not about bragging...it's about relating to your markets!Barret has a story too and it's unique and as someone who has been around that story for quite a …
 
Creator, entrepreneur, founder, leader, visionary — any of these words would accurately describe Suzy Batiz, best known for inventing Poo~Pourri, the transformative toilet spritzer that has now sold 80 million bottles. After experiencing some serious low points in life — bankruptcies, depression, abuse — she is now one of Forbes’ Richest Self-Made …
 
Matthew Jarvis is the owner of Jarvis Financial, an RIA based out of Seattle that manages $240-million for 170 households. Matthew is incredibly focused on increasing the efficiency and profitability of his firm by systematizing his business processes, thereby delivering even more value to clients. Listen in as Matthew shares the secret behind more…
 
We discuss recent and ongoing enforcement activity of the PA AG involving consumer financial services. Our conversation focuses on activity directed at: Auto title lenders for alleged violations of PA usury law; national banks for alleged CARD Act violations; furniture retailers for alleged “hang tag” law violations; home sellers for alleged violat…
 
We're pretty big college sports fans around Barret and it's getting to be the high holy time of year in the South we know as "college football"! Kidding aside, the NCAA (governing body of college athletics here in the US) has relaxed their NIL (name, image, and likeness) rules for student-athletes. We're seeing HUGE deals for college athletes to en…
 
Productivity is the result of everything Patty Kreamer does. Whether your desk is a mess or your head is swirling with jumbled ideas, Patty has the skills as a Certified Professional Organizer® and owner of Productivity Uncorked, LLC to get you straightened out. She is also the author of the Amazon Best-Seller A Woman’s Way: Empowering Female Finan…
 
In this second episode of this two-part episode, Phil continues his conversation with Tom Lindsey, a CPA based in Lansing Michigan. Tom talks about the challenges he faced taking the exam in his mid-40s and how the COVID-19 pandemic provided him the time and mindset he needed to study. He also discusses how the CPA will change his life.…
 
Jessica Hovis Smith is the President of Longview Financial Advisors, an RIA based out of Alabama that oversees $194 million for 199 clients. Jessica oversaw a succession plan that brought two lifestyle practices into one employee-owned, multi-generational firm, navigating multiple transitions along the way to eventually arrive at a valuation that w…
 
Welcome to episode 80 of the FTX podcast with special guest Yat Siu, founder and CEO of Animoca Brands, with host Tristan Yver. Yat Siu is a Hong Kong based entrepreneur and angel investor who was born and raised in Vienna, Austria. He has an absolutely incredible story and reassuring perspectives. Come and enjoy the show! Thank you for sharing you…
 
The country of El Salvador recently announced its acceptance of Bitcoin as legal tender. That should have been very bullish for Bitcoin and cryptocurrencies in general… but instead, within minutes, Bitcoin’s value plummeted nearly 12 percent. According to our guest on Retirement Lifestyle Advocates radio, Mr. Rob Kirby, the FED and other central ba…
 
In the first part of this two-part episode, Phil speaks with Tom Lindsey, a CPA based in Lansing Michigan. Tom discusses what it was like to study and take the CPA exam in his mid-40s and how Yaeger CPA Review courses helped him prepare. He also shares what inspired him to become a CPA.Bởi Yaeger CPA Review
 
The OCC’s true lender rule was intended to create a bright line test for when a national bank or federal savings association should be considered the “true lender” in the context of third party partnerships but Congress overturned the rule. After reviewing the relevant background, we examine the Congressional override’s implications for future fede…
 
Welcome to ep 79 of the FTX Podcast with special guest Max Boonen, co-founder & director of B2C2, hosted by Tristan Yver and cohost Zane Tackett. Max left his job as a fixed income trader at Goldman Sachs to start B2C2, one of the big success stories in crypto trading, having changed the landscape from 2016 with its groundbreaking single dealer pla…
 
One of the main drivers of the future...and one of the biggest shifts I've seen in the last 2 years...has been the development of the symbiotic and non-adversarial relationship between community banks and fintech. It makes sense, honestly. Community banks have the relationships and there are more of them! No need to reinvent the wheel PROVIDED that…
 
Public speaking is one of the most common fears, and Mary Cheyne knows all about getting on stage in front of massive audiences, even when you’re terrified. She may have started out as a socially awkward computer programmer, but she is now the first runner-up for World Champion of Public Speaking. No longer a programmer, she dedicates herself to he…
 
John Kennedy is a founding partner of CandorPath Financial, a hybrid RIA based out of Orlando that manages $110 million for 162 families. John and his partner implemented Gino Wickman’s Entrepreneurial Operating System (EOS) as a framework to rapidly scale their practice in a very deliberate and intentional way. Listen in as we delve into how John …
 
Central banks, including the US Federal Reserve Bank, seem to believe that they are the ultimate arbiters of interest rates, and in recent years the masses have all come to believe it too. However, according to our guest this week on Retirement Lifestyle Advocates radio, Alasdair McLeod, we’re all about to see history repeat itself yet again as a c…
 
Kyle is a Co-Founder and Managing Partner at Multicoin Capital, a thesis-driven investment firm with a global footprint that invests exclusively in the crypto ecosystem. Multicoin Capital manages several billion in assets across hedge funds and venture funds. The funds' LPs include university endowments, fund of funds, world class-technology invest…
 
We discuss a range of practical issues related to the rule’s rapidly-approaching effective date, including: the prospects for further CFPB rulemaking or guidance; the aspects of the rule that should be prioritized by third-party collectors and debt buyers; the rule’s impact on creditors (for internal collections and third-party collector/debt buyer…
 
We talk a good deal on the show about community development and the important role bankers have in their communities. We also talk a lot about digital adoption and fintech's partnership with community banking. They're not mutually exclusive conversations."Doing well by doing good" is an important concept for banks and fintechs to understand and Fin…
 
I’ve talked about the necessary systems to grow your business, but have you ever thought about the systems to sell your business? Most financial professionals don’t think about exiting the industry until the last possible second, but Michelle Seiler Tucker thinks you should start looking sooner rather than later. Michelle is a Merger & Acquisition …
 
In this second episode of this two-part episode, Phil continues his conversation with Philip Sookram, CPA and Assistant Professor at Saint Peter’s University. Philip shares more on how to recruit students to pursue CPAs and talks about the teacher that inspired to pursue accounting. He also discusses how he continues to expand his skill sets and gi…
 
Shannon McLay is the founder of The Financial Gym, an organization that offers financial coaching services on a monthly subscription basis to 3,500 Millennial and Gen-Z clients. Shannon has positioned her offerings in a similar way to personal trainers, helping people get “financially fit” through traditional financial planning services like budget…
 
Jeff Jiho, Co-founder of Axie Infinity, joins host Tristan Yver as the guest for episode 77 of the FTX Podcast. Axie Infinity is a NFT-based online video game developed by Sky Mavis studio. It's the most played and valuable blockchain game in the world with over 1m daily active users. Sky Mavis uses blockchain and incentive design to build games wh…
 
A stock market crash of upwards of 90%, not seen since 1929… That’s the forecast for the next 12 months from our guest this week on Retirement Lifestyle Advocates radio, Mr. Harry Dent. Your host, Dennis Tubbergen, discusses the impending crash in the financial markets, the real estate market, and where the opportunities lay in the next boom cycle;…
 
In this Swift Chat interview, Jonny Swift of Impact Communications speaks with Angel Gonzalez, Chief Marketing Officer and Co-Founder of Snappy Kraken, a marketing automation and growth platform for financial services professionals. Learn about what's working for advisors today when it comes to digital marketing and what trends we're seeing on the …
 
This episode covers upcoming changes to the NACHA Operating Rules as part of the Meaningful Modernization rule which takes effect September 17, 2021. We discuss the payments environment leading to the changes, new disclosures for consumer ACH authorizations, use cases and requirements for Standing Authorizations and changes for Oral Authorizations.…
 
Well, we’ve come to the end of our Superhero community banking series. As I said last week, the last two chapters of The Art of War are about spying and using firebombs. Good material…hard to find a parallel in community banking that is legal! So, let’s wrap up the series here!Many thanks to our sponsor, ICBA Securities! https://www.icba.org/icba-s…
 
To celebrate the 2020 Tokyo Paralympics we honour the might and tenacity of every disabled athlete. In this special episode host Julia Streets returns to the ever important disability discussion. She is joined by eight time (at the time of the recording!) Paralympic champion Sophie Christiansen, who is also a software developer at Goldman Sachs. Th…
 
I could fangirl all day long about Shannah Compton Game, a money wellness expert, CFP® professional with an MBA, and host of Millennial Money, which the New York Times ranked in the Top 5 Money Podcasts (wow!). She is also the CEO of Hello, It’s Me and creator of the Money Mindset Journal — which inspired our conversation in this episode. Her advic…
 
In the first part of this two-part episode, Phil speaks with Philip Sookram, CPA and Assistant Professor at Saint Peter’s University. Philip talks about his career trajectory. He shares why he thinks there’s a shortage of CPAs and how he recruits students to study accounting. He also discusses how Yaeger CPA Review helped him pass his CPA exam.…
 
James Bogart is the CEO and President of Bogart Wealth, an RIA located in Virginia that manages $1.8 billion of assets for 900 families. James has nearly doubled his firm’s AUM organically since the start of the pandemic by leveraging online educational webinars that address very specific issues regarding employee benefits for those working at cert…
 
Welcome to episode 75 of the FTX Podcast with Tristan Yver featuring Michael Wagner, the CEO & co-founder of Star Atlas. Star Atlas is a metaverse introducing a unique gaming experience by harnessing the power of the traditional core game and blockchain mechanics to create a personalized and attractive game play - and more. Michael and his team hav…
 
We discuss: the compliance challenges that could give rise to enforcement actions against PPP lenders and current and potential future investigatory activity; fair lending guidance for PPP lenders, key fair lending risks, and steps to mitigate fair lending risk; the status of examinations and reviews related to PPP loans; sources of compliance risk…
 
We are nearing the end of our journey through The Art of War! I've really enjoyed this series and I hope you have to.Chapter 11 goes further into our discussion on moving around in different markets...but how do we get the team to move? How will we know what the move is?Thanks to our sponsor, ICBA Securities, which you can learn more about here at …
 
Faith and Hope Zimmerman don’t work in finance, but they are one of my favorite entrepreneurial duos I’ve worked with. The twin sisters have run their own architecture firm for 30 years, and they have faced similar problems to financial advisors when it comes to providing the best client experience. Even though their business was struggling 6 years…
 
In this second episode of this two-part episode, Phil continues his conversation with Dr. Sean Stein Smith, an Assistant Professor in Business and Economics for Lehman College about cryptocurrency. Sean talks about the Institute for Blockchain & Cryptoasset Research, which he founded in 2020. He also discusses two of the biggest problems in cryptoc…
 
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