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News, planning insight, and forward thought on the economy, markets, and wealth management.
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Welcome to the Wealth Management Invest Podcast. David Bodamer delves into the strategic insights of financial advisors and Chief Investment Officers (CIOs) from leading RIAs, including the increasing adoption of alternative investments to enhance the conventional 60/40 portfolio. Episodes showcase engaging discussions with top asset managers, shedding light on the ever-evolving landscape of private investment offerings, cutting-edge technology, and the latest developments in traditional ETF ...
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Join the members of the Annex Wealth Management Investment Team as they discuss the Strengths, Weaknesses, Opportunities, and Threats in the markets and economy.
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The Annex Wealth Management Show in SWFL airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.
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Your wealth plan shouldn’t sit still. Neither do we. That’s why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.
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The Dentist Money Show | Financial Planning & Wealth Management
Dentist Advisors - Financial Planning and Investment Management
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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.
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Educating and empowering individuals that want to have more effective engagements with professionals around their financial lives. DISCLAIMER: Information presented is for your educational purposes only and should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before impl ...
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Think of the people you interact with every day, would you want to spend a day in a canoe with them? This show is all about creating the life that you want, one filled with wealth, wisdom, meaning and purpose. And that starts with surrounding yourself with the right people – people you’d want to spend a day with, in a canoe.
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Overview: In this podcast, we will be interviewing a variety of business professionals. We hope to get a variety of viewpoints, insights, and bits of information that other business owners and professionals can utilize. Disclosures: Securities and Investment Advisory Services offered through Osaic Wealth Member FINRA, SIPC, and Registered Investment Advisor. Insurance offered through CUI Wealth Management. CUI Wealth Management, LLC and Osaic Wealth are not affiliated entities. Insurance lic ...
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香港資産運用アドバイザー、AMG日本デスクのポッドキャスト。普段のアドバイザー同士の会話をちょっとだけ公開。
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At Everlake we build strong, long-term relationships with a core group of clients. We aspire to be the trusted wealth advisors to individuals, families, and businesses, guiding them towards financial security and fulfilment of their ambitions. Operating in an ethical and sustainable manner, and putting the interest of our clients first, our objective is to develop the future of financial planning in Ireland, setting the benchmark for integrity, innovation, and expertise. When you listen to t ...
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America's Wealth Management
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Welcome to the Minority Wealth Management podcast!
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Galvez Wealth Management LLC discuss real estate, finance, life lessons and every now and then some shenanigans.
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Kevin Bruce, CFA, CFP® looks at the world of personal finance, investing and retirement planning from a biblical perspective and provides education and opinion.
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A discussion of market conditions and investment strategy.
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Hampstead Wealth Management was established to provide the very best, fee-based advice. Our aim is to help our clients understand and make the most of their finances, which may be by achieving specific objectives or through more general management and guidance. Subscribe to our podcast channel to receive all of our latest updates! www.hampsteadwealth.co.uk
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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 ...
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Learn the strategies and techniques used by the ultra-wealthy to maximize their wealth. In this podcast, Dave Alison and the team at Alison Wealth will discuss relevant topics to help you build, grow, and protect your wealth. About The Host: Dave Alison, CFP®, EA, BPC is a nationally recognized advisor with a passion to make clients’ financial lives easier through integrated holistic wealth management. His professional capabilities to engineer advanced financial, tax, investment, insurance a ...
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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.
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In an industry that's changing faster than ever, expectations for growth, both organic and inorganic, are only getting more intense. With private equity money flooding into the wealth management space, customer experience expectations leveling up, generative AI upending process and a generational wealth transfer that will transform client acquisitions, the journey to growth for all wealth management businesses will require adaptability, resilience and a long-term vision that puts client's ne ...
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Welcome to The Plum Pointe Wealth Management Podcast Series, where we simplify and navigate today's financial complexities to create a better world for our clients. Join Brian Dunckley, President and Founder of Plum Pointe Wealth Management, each episode as we discuss some of the most pressing topics facing business owners in today's financial climate. With a background in science, prior to becoming a wealth manager, Brian helps family stewards prepare for the future in a complicated world, ...
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Becoming The Wealthy You | How to Save Money, Budgeting, How to Get Out of Debt, Money Management, Build Wealth
Germaine Foley | Certified Life Coach
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Do you make good money but constantly wonder where it all goes??? Are you tired of being stuck in the cycle of overspending, credit card debt & barely saving? If you’ve been avoiding your finances because you think taking control means giving up everything you love like lattes, vacations & cute clothes, then I’ve got great news—it doesn’t have to be that way. Hi, I’m Germaine, a wife, mom, and certified life and financial coach. I help women like you take control of their finances, stop over ...
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Forthlane Features: Conversations on Global Wealth and Asset Management
Forthlane Partners, Stories and Strategies
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Forthlane Features is a podcast for individuals seeking insights into sophisticated global investment strategies. Through engaging interviews with experts in the wealth and asset management industry, the podcast provides listeners with access to the minds and institutions behind the world’s most sophisticated financial strategies. Forthlane Features is brought to you by Forthlane Partners. Forthlane Partners provides independent wealth and asset management services to ultra-high-net-worth cl ...
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Debt-Free Momentum for High-Achievers: Serious Debt Elimination, Savings, Money Management, Calendar Budgeting, Money Mindset, Personal Finance for High Earners, Grow your wealth
SanityCents by Shanalei | Calendar Budgeting Coach, Career Professional, Mom and Wife
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If you are ready for serious debt-freedom, listen to the Debt-Free Momentum for High-Achievers Podcast! This podcast is for you if... ＞feel financially defeated ＞ have limited time to manage your money ＞ ready for serious debt reduction strategies ＞ eager for strategic budgeting that works ＞ want to grow your wealth ＞ hoping for a better money relationship with your spouse This podcast provides practical strategies & principles you can implement right away to release financial stress and beg ...
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Lead With Confidence: Leadership and Mentorship Advice
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In this episode of Your Life Simplified, host Whitney Reagan, senior wealth advisor, sits down with Jennifer Hanau, national managing director, independent advisors, for a deep dive into the essential qualities of leadership and mentorship. Together, they explore how to advocate for yourself and why it's crucial to lead yourself first before guidin…
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The Power of Estate Planning: An Introduction with Andrea McNamara of EY Law
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Estate planning isn’t just about writing a will—it’s about securing your financial future, protecting your loved ones, and making informed decisions that minimise tax liabilities. In this episode, Marc Westlake sits down with Andrea McNamara, Director of Private Client Law at EY Law Ireland, to explore the crucial role estate planning plays for ind…
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#619: How to Create Core Values and a Collaborative Culture for Your Team
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On this episode of the Dentist Money Show, Ryan sits down with Elevation Association’s Managing Partner, Ryan Passey, to discuss his experience moving from retail to the dental industry and the unique challenges dentists face in managing their practices. He highlights the significance of leadership emphasizing the importance of establishing a clear…
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Navigate and Tackle IRS Challenges
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Tax debt can seem like an insurmountable obstacle, but it doesn't have to be. In our latest episode of the Du Charme Wealth Management Podcast, we navigate the complexities of tax debt resolution with expert Morgan Anderson, an enrolled agent with decades of experience in tax debt settlement. Together, we unpack the various barriers taxpayers face …
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117. The Skill of Managing Credit Cards: Build Good Credit & Avoid Debt
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Sign up for the Free Training: How to Build Wealth WITHOUT Going On A Strict Budget → Click here to watch now. Struggling to save, stuck in the debt cycle, or wondering where all your money goes? If you make good money but still feel like you're not getting ahead, let’s change that. In a complimentary Financial Clarity Consultation, I’ll help you i…
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Hosted by Dr. Brian Jacobsen, Chief Economist Annex Wealth Management.Bởi Annex Wealth Management
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54 | Part 2: 2025 Tough Love Money Conversation You Need to Hear
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Are you ready to break free from financial limitations and unlock your true potential? This episode challenges you to confront the financial realities that are silently shaping your future. Discover the consequences of staying stuck and how it can impact your financial future. It's time to stop settling and start building the future you deserve. Li…
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Mastering Fine Art and Commercial Photography with Audrey Hall of Audrey Hall Photography
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Joining us on this episode is photographer, writer, and filmmaker Audrey Hall, owner of Audrey Hall Photography. Audrey shares her journey from architecture to photography and her insights on balancing creative passion with financial success. She explores the interplay between art and business, emphasizing the value of both solitude and collaborati…
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Sunday, March 2nd. Consumers aren't doing badly; they're just not doing great.
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Consumers feel like jobs are less secure, inflation will rise, and the economy may tip into a recession. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll study Passion Assets and how they fit in an estate plan. What is a HENRY and how can Annex help them? Is the 4% rule a viable retirement calculator? And how can grandparents plan to…
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Saturday, March 1st. Consumer confidence drops.
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Consumer confidence in February fell 7 points, the biggest drop since August 2021. Dave Spano and Brian Jacobsen present our Week-in-Review. Also, learn more about Passion Assets and how to handle them with a well-constructed estate plan.Bởi Annex Wealth Management
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Wealth Management Invest: Unpacking Hightower’s Approach to Private Markets with Robert Picard
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In this episode of the Wealth Management Invest Podcast, host David Bodamer sits down with Robert Picard, managing director and head of alternative investments at Hightower, to unravel the shifting dynamics of private markets and their role in contemporary investment portfolios. With over 34 years of experience, Robert shares insights into why bill…
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Mastering Personal Finance: Cognitive Biases
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Summary In this episode, Michael Sayre, a financial advisor at CUI Wealth Management, discusses the importance of personal finance and the fundamental principles that can help individuals make better financial decisions. He emphasizes the significance of understanding behavioral finance and the cognitive biases that can lead to poor investment choi…
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#618: Two Cents 3/1 - Consumer Sentiment; Beating the S&P 500; Are 401(k)s a Scam?
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Jake, and Rabih talk about the market sentiment, consumer confidence, and recent earnings reports and its impact on market trends. They also discuss the relevance of benchmarks like the S&P 500 and misconceptions about 401…
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#617: 2024 Dentist Financial Benchmarks: How Do You Measure Up? (Part 2)
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On this episode of the Dentist Money Show, Ryan and Matt continue to reflect on the past year’s biggest themes in dentistry and analyze the results from a recent survey sent out to Dentist Advisors’ clients. They analyze key numbers on savings rates, spending habits, and net worth—discussing how dentists are building wealth, why a strong savings ra…
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Converting Motels Into Apartments
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Kevin Kennedy shares his unconventional approach to real estate by converting dilapidated motels into affordable housing. He discusses his journey, unique investment strategies, past experiences—including a humorous encounter on Judge Judy—and the importance of understanding zoning laws and property management. • Kevin's transition from merchant ba…
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116. Unraveling Your Relationship with Money: Breaking Free from Financial Trauma with Shannah Game
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Shannah Game is a certified financial planner, Certified Trauma of Money Specialist, and host of the award-winning Everyone's Talkin' Money podcast, with over 26 million downloads. With 20+ years of experience, Shannah is on a mission to help people heal their relationship with money and build unapologetic wealth. She’s the author of Unraveling You…
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#616: TL;DR - How Do You Feel About Money?
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TL;DR - Too Long; Didn't Read - "How Do You Feel About Money?" In our new TL;DR series episode, Jordan reads Jake's blog post where he explores the universal stress surrounding money, regardless of wealth level. He highlights how both those struggling financially and those who are well-off experience anxiety about money. Tune in to hear about how t…
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Hosted by Jason Cooper, Director of Equity Research, and Ken Bellinger, Research Analyst.Bởi Annex Wealth Management
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Sunday, February 23rd. Inflation: Profits before prices?
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Some businesses have already announced they will hike prices if their costs rise due to tariffs. Some Fed officials seem to think these businesses will be successful. Good luck with that. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about transferring ownership of the family cottage, the Annex portfolio review, how we plan f…
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Saturday, February 22nd. Hitting the pause button.
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Fed Minutes: The official line is that policy risks are balanced, but the subtext is inflation is more of a concern than labor market weakness. Dave Spano and Brian Jacobsen present our Week-in-Review. If you've got a family cabin/cottage/camp/hideaway, what is the best way to pass it to the next generation? High five for 401ks; participation has n…
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#615: Two Cents 2/22 - Walmart & Tariffs; IRS Layoffs; SAVE Plan Update
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt and Rabih discuss the interconnectedness of Walmart, the Federal Reserve, and tariffs, exploring how these elements influence the market. They also touch on the recent layoffs at the IRS, the potential effects on consumer s…
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On this episode of Your Life Simplified, Daniel Sharkey, senior wealth advisor, is joined by Jessica Nelson, senior wealth consultant, to discuss estate planning strategies for different net-worth levels. Estate planning impacts everyone, whether you have $1 million or $100+ million net worth. They cover different strategies, what you may need to i…
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#614: Three Ways to Align Wealth with Well-being
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On this episode of the Dentist Money Show, Ryan and Matt record live from Nicaragua during Elevation Association’s Summit Retreat where they talk about the “gap” between what people think they want and what they actually regret later in life. They talk about the idea of harmonizing financial planning with personal fulfillment and how financial grow…
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Retirement Accounts: Approaching Tax Season
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We explore the intricate landscape of retirement accounts, emphasizing the importance of understanding 401(k) and IRA benefits, tax treatments, and contributions. Our discussion highlights essential strategies for effective retirement planning and the flexibility of various account types, encouraging listeners to take proactive steps in their inves…
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115. The Skill of Having Money: How to Stop Spending Everything You Earn & Finally Build Wealth
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Sign up for the Free Training: How to Build Wealth WITHOUT Going On A Strict Budget → Click here to watch now. Struggling to save, stuck in the debt cycle, or wondering where all your money goes? If you make good money but still feel like you're not getting ahead, let’s change that. In a complimentary Financial Clarity Consultation, I’ll help you i…
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Joined by Derek Felske, Chief Investment Officer.Bởi Annex Wealth Management
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Getting Perspective on your Financial Risk
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Understanding risk in your finances is hard enough, but to know if you're making the right move while taking a risk is difficult without the right advice. In this episode of the Everlake podcast, hosts John McNicholas and Marc Westlake discuss the complexities of understanding and managing risk in financial planning. They cover various types of ris…
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Crafting Artful Stories in Metal with Chrissy Glenn, Metal Sculptress
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Chrissy Glenn, Metal Sculptress, shares her journey from gallery curator to becoming a full-time artist working with metal. Inspired by nature and her apprenticeship with Val Bertoia, Chrissy explains how she found her passion for handmade metalwork and transformed it into wearable art. Key Takeaways: (01:40) Artistic ideas are sparked by immersion…
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Sunday, February 16th. Growth: The trend is your friend
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Usually earnings season grabs the headlines. The media has instead been focused on tariff threats. Earnings growth has been better and broader than expected. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about inheritance planning, remarriage and estate planning, and aging in place.…
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Saturday, February 15th. Lots of tariff talk, but little action
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25% steel and aluminum tariffs scheduled to begin March 12. Reciprocal tariffs in the mix, probably after April 1. Dave Spano and Brian Jacobsen present our Week-in-Review. Leaving a legacy? Amy Kiiskila from Annex Private Client covers inheritance planning.Bởi Annex Wealth Management
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#613: Two Cents 2/15 - Federal Reserve 2024 Predictions; Chicken Wing Consumption; Top Vacation Destinations
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Taylor, and Rabih discuss the Federal Reserve's 2024 outlook, covering GDP growth, consumer spending, and policy impacts. They also explore the SuperBowl's cultural and economic influence, from chicken wing consumption to …
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114. Find Love Over 40 This Valentine's Day: Expert Tips to Craft the Perfect Dating Profile with Renée Suzanne
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Renée Suzanne is a dating coach with a unique focus on helping smart successful women master dating as a skill. She provides them with the tools to make empowered choices and connect with men who align with their values and desires. Renée was single and dating for over 2 decades before meeting her husband on Tinder in 2017 when she was well into he…
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#612: 2024 Dentist Financial Benchmarks: How Do You Measure Up? (Part 1)
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On this episode of the Dentist Money Show, Ryan and Matt reflect on the past year’s biggest themes in dentistry and analyze the results from a recent survey sent out to Dentist Advisors’ clients. Tune in to hear the key takeaways from the survey including how dentists feel about their careers, work-life balance, vacations, home buying, and more. Ke…
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Wealth Management Invest: Ares’ Approach to Private Markets with Brendan McCurdy
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In this episode of the Wealth Management Invest podcast, host David Bodamer connects with Brendan McCurdy, managing director and co-head of the financial advisor solutions team at Ares, to delve into private market investments. They discuss how financial advisors navigate the complexities of private equity, private credit, real estate, and infrastr…
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Student loan repayment with Emma Crawford, a certified financial planner who specializes in student loan strategies. Emma guides us through the often-confusing terrain of federal student loans, revealing crucial insights into various repayment options like direct repayment, public service loan forgiveness, and income-driven repayment forgiveness. L…
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113. Struggling to Save Money? Try This Simple System to Build Wealth Faster
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Sign up for the Free Training: How to Build Wealth WITHOUT Going On A Strict Budget → Click here to watch now. Struggling to save, stuck in the debt cycle, or wondering where all your money goes? If you make good money but still feel like you're not getting ahead, let’s change that. In a complimentary Financial Clarity Consultation, I’ll help you i…
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continue reading
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53 | 2025 Tough Love Money Conversation You Need to Hear
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Get ready for a no-holds-barred conversation that'll shake up your financial comfort zone. We're uncovering what’s at the heart of what's holding you back and lighting a fire under your dreams for 2025. Get ready to confront some uncomfortable truths and discover what truly drives you. This isn't just another pep talk – it's your wake-up call to st…
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#611: TL;DR - Love and Money: How Couples Can Have Healthy Money Conversations
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TL;DR - Too Long; Didn't Read - "Love and Money: How Couples Can Have Healthy Money Conversations" In our new TL;DR series episode, Jordan reads Jake's article where he uncovers why finances are so hard to talk about and share tips for improving communication, managing joint finances, and building trust. Book a free consultation with a CFP® advisor…
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ISM Manufacturing peeks its head above 50 finally but the Service Sector Stumbles. Looking for opportunity? Don't get distracted by the constant Wall of Worry but since tariffs (so far) have been a tool, not a policy--watch for threats.Bởi Annex Wealth Management
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Sunday, February 9th. ISM Manufacturing finally above 50! It only took 27 months.
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It was a busy week. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about financial incompatibility, our Annex Executive program, how to plan for aging parents, and common millionaire myths (that aren't true).Bởi Annex Wealth Management
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Saturday, February 8th. Not a trade war. Yet.
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Mexico and Canada tariffs on ice. 10% tariffs on China in effect. China retaliated, kind of. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the 'How to NOT ruin your kids with money ' event on the 20th.Bởi Annex Wealth Management
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