Best Advisors Asset Management, Inc Podcasts (2025)

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The 4 Things You Can Control in Retirement 13:36

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4d ago13:36

13:36

📅 Book a 1-on-1 with Ryan: https://speakwithryan.com/ 📦 Grab your FREE Tax-Free Retirement Toolkit: https://bit.ly/3PMjKqc Markets crash. Taxes shift. Congress waffles on Social Security. You can’t control any of that. And stressing over it won’t help. What will? Focusing on the four things that actually move the needle in retirement. In this episo…

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Jump AI for Your Financial Business, with Guest Tobin Bennion 24:08

8d ago24:08

24:08

Jump AI has announced a recent partnership with Osaic, and now is the time to get going with introducing artificial intelligence into your financial practice. Our special guest, The Head of Sales Tobin Bennion from Jump AI, dives into multitude of reasons why you should engage with AI in your practice, and how it can benefit your relationship with …

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Thrive in '25 Webinar 5: Faris Capital Partners 59:32

11d ago59:32

59:32

In this episode of Smart Real Estate with Westcliff, host Addy Saeed is joined by Mark and John from Faris Capital Partners for a comprehensive discussion on U.S. multifamily investing. They share their journey from professional sports and business to real estate, and break down the Faris Capital approach to building sustainable, cash-flowing portf…

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Should You Gift Money While You’re Alive or Leave A Legacy? 12:17

12d ago12:17

12:17

📅 Book a 1-on-1 with Ryan: https://speakwithryan.com/ 📦 Grab your FREE Tax-Free Retirement Toolkit: https://bit.ly/3PMjKqc You’ve worked hard, saved well, and now you’re thinking about giving back—maybe to your kids, your grandkids, or a cause you care about. But should you wait and pass that wealth on later, or give while you’re still around to en…

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Strong Start to Summer 3:11

13d ago3:11

3:11

Liridon Gila, CFA, Portfolio Manager, discusses US equities' V-shaped recovery from April's lows - driven largely by AI momentum, trade relief, and resilient earnings. Looking to the second half of the year, Sawgrass expects market breadth to continue improving, in response to the Federal Reserve likely keeping rates higher for longer than the mark…

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Retirement Breaking News: The 4% Rule Gets a Makeover 13:24

19d ago13:24

13:24

📅 Book a 1-on-1 with Ryan: https://speakwithryan.com/ 📦 Grab your FREE Tax-Free Retirement Toolkit: https://bit.ly/3PMjKqc The 4% rule gets talked about like gospel in retirement planning. But let’s be honest, it’s always been more of a rough guess than a golden rule. Now, its original creator is revising it to 4.7%. So, does that mean your retirem…

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Osaic talks to GReminders: The Future of AI in Financial Services 23:01

21d ago23:01

23:01

Eric Baumgardner, Osaic's Technology Solutions Consultant, talks with CEO & Founder Arnulf Hsu of GReminders about the extensive effect that artificial intelligence (AI) is having on the financial industry. Listen as they discuss deep integrations with CRMs and calendars, and how note-takers and summaries can be connected to eliviate the challenge …

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ESG Reporting and Metrics – Episode 6 2:54

25d ago2:54

2:54

Mastering ESG Reporting: Metrics That Matter | Smart Real Estate with Westcliff Join Addy Saeed and Kaz Jaffer on Smart Real Estate with Westcliff as they delve into ESG reporting and metrics in their 'Investing with Impact' series. Discover why metrics are crucial in ESG, how they drive accountability, and the specific benchmarks used in environme…

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The Lazy Way to Retire? Let’s Talk Target-Date Funds 14:16

26d ago14:16

14:16

Target-date funds just passed $4 trillion in assets. They’re now the default investment in many 401(k)s, and millions of Americans are using them without really understanding how they work. So, are they a smart choice… or just the easiest one? These funds promise convenience and automatic adjustments, but with so much riding on a one-size-fits-all …

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Green Buildings and Sustainable Development – Episode 5 3:35

1M ago3:35

3:35

Investing with Impact: Building Sustainable and Resilient Communities | Smart Real Estate In this episode of Smart Real Estate with Westcliff, hosts Addy Saeed and Kaz Jaffer discuss the integration of ESG principles with green buildings and sustainable developments. They explore the essentials of designing and operating green buildings, the certif…

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Financial Lessons Parents & Grandparents Can Teach A New Graduate 13:13

1M ago13:13

13:13

Graduation season is an exciting milestone, not just for the grads, but for parents and grandparents who have supported them along the way. Today, Ryan wants to share practical ways you can help your graduate make smart financial decisions early, along with actions that could have a lasting impact on their future. Join us as we discuss ways familie…

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Handling Life Events with Technology 24:27

1M ago24:27

24:27

Osaic's Technology Solutions Consultant Aida Dillman speaks with a highly seasoned assistant about how technology platforms should be used when dealing with life events of your financial clients. Listen as they discuss platforms such as Redtail, MyRepchat, and PreciseFP. Also hear how digital signature can enhance your practice and make life much e…

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Governance and Transparency – Episode 4 3:54

1M ago3:54

3:54

Mastering ESG: The Importance of Governance and Transparency in Real Estate Investments In this episode of Smart Real Estate with Westcliff, hosts Addy Saeed and Kaz Jaffer delve into the crucial role of governance and transparency in ESG investing. They highlight the importance of ethical leadership, clear communication, and structured decision-ma…

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Is the May Rally Here to Stay? 3:04

1M ago3:04

3:04

Marc Davis, CFA, Co-Portfolio Manager, discusses the equity market rebound in May, as investors shrugged off trade/tariff tensions, higher rates, and a potentially difficult growth outlook. Given significant macro uncertainty, a market pause to consolidate these sharp gains wouldn't be surprising.By Advisors Asset Management, Inc.

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5 Ways Wishful Thinking Can Damage Your Retirement 12:44

1M ago12:44

12:44

A little hope is good for the soul, but when it comes to retirement planning, wishful thinking can lead to serious financial mistakes. Today, Ryan walks through five common examples of wishful thinking that can quietly damage your retirement and how you can build a plan that protects your future instead of relying on luck. Here’s what we discuss in…

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Social Responsibility in Real Estate – Episode 3 4:43

2M ago4:43

4:43

Investing with Impact: Social Responsibility in Real Estate In this episode of Smart Real Estate with Westcliff, hosts Addy Saeed and Kaz Jaffer explore the 'S' in ESG, focusing on social responsibility in real estate investment. They discuss how higher capital choices affect people, communities, and culture, highlighting the importance of creating…

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Market Strategy for Type A Investors: Why Doing Less Might Be Your Best Move 11:41

2M ago11:41

11:41

Today we’re talking about Type A personalities. If you’re driven, competitive, and goal-oriented, then you’re part of the club that often struggles during difficult markets. When things get tough, your instinct is to work harder, push more, and fix the problem. But in investing, that instinct can sometimes backfire. In this episode, Ryan explores h…

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AO #145 LIVE FROM OIC 2025 - 0DTE Debates, Predictable Algos, Options Explosions and More 40:34

2M ago40:34

40:34

Matt and Mark have a great live episode of The Advisors Option from OIC 2025 where we get the buzz about: The raging debate about 0DTE equity options Should we be able to buy and sell stop loss orders? Why are options trading algos so predictable? What is going on with this options explosion? What is going on with the state of options education? an…

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Using All of Your CRM for the Good 10:41

2M ago10:41

10:41

Osaic's Technology Solutions Consultant Aida Dillman talks about how to use your CRM to the fullest capacity, to reduce costs, streamline processes and make the office run smoother. Hear expert tips on follow-ups, how to track progress and the importance of training on your CRM. Listen to Aida discuss using templates and how to create a meaningful …

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The Environmental Impact of Real Estate Investments – Episode 2 4:38

2M ago4:38

4:38

ESG Real Estate Investing: Environmental Impact & Building Sustainable Assets Join hosts Addy Saeed and Kaz Jaffer in this episode of Smart Real Estate with Westcliff as they dive into the environmental impact of real estate investing. Discover how buildings contribute to global energy consumption and greenhouse gas emissions, and learn practical s…

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Why Your Emotions May Matter More Than Math 14:12

2M ago14:12

14:12

Most people believe financial success comes down to numbers, but the truth is your emotions and mindset may play an even bigger role than any spreadsheet ever could. In this episode, Ryan unpacks key lessons from Morgan Housel’s best-selling book The Psychology of Money, revealing how behavior, beliefs, and background shape our financial choices. H…

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Introduction to ESG Investing – Episode 1 4:26

2M ago4:26

4:26

Investing with Impact: Introduction to ESG in Real Estate | Smart Real Estate with Westcliff Welcome to the premier episode of 'Investing with Impact' on Smart Real Estate with Westcliff! Hosted by Addy Saeed and co-host Kaz Jaffer, this new series delves into ESG (Environmental, Social, and Governance) investing and its transformative power in rea…

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Inside the Advisor’s Office: What People Are Actually Concerned About 15:17

2M ago15:17

15:17

Ever wonder what other people talk about with their financial advisors? A new survey of nearly 400 experienced advisors reveals the biggest concerns, challenges, and financial goals their clients are facing today. From retirement planning to working longer than expected, Ryan’s breaking down the key takeaways and how they compare to what he sees in…

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Thrive in '25 Webinar 4: Centurion 59:24

2M ago59:24

59:24

In this episode of Smart Real Estate with Westcliff, host Addy Saeed welcomes Aziz Zahmoul from Centurion Asset Management to discuss investment strategies and real estate funds. They explore Centurion's portfolio, management, acquisitions, and the advantages of investing in newer and suburban properties. The conversation also covers Centurion's un…

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Series 4 - Personalized Investment Opportunities Recap 5:30

2M ago5:30

5:30

Series 4 Recap: Key Takeaways from Personalized Investment Opportunities – Smart Real Estate with Westcliff Join Addy Saeed and Kaz Jaffer as they recap the key takeaways from Series 4 on Smart Real Estate with Westcliff. In this episode, we review the 10 topics covered, including exclusive multi-family opportunities, funding developments, income-p…

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Is It Bad to Leave My 401(k) Where It Is? 10:55

2M ago10:55

10:55

Got an old 401(k) collecting dust after a job change? You're not alone, and what you do with that account might have a big impact on your long-term financial health. In this episode, Ryan answers a listener’s question about whether it’s okay to leave your 401(k) where it is, or if you’re better off rolling it over. Spoiler alert: the answer isn’t o…

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Success: It Doesn't Come without Challenges 22:57

2M ago22:57

22:57

Hear from author and business creator Derrick Girard as he speaks with Osaic's Mark Matheny about the challenges that he faced on his career path. Derrick shares his thoughts on the powers of adaptation, and also dives into the disputes and lawsuits that he faced. Learn how goals can empower you for success and what it means to "figure it out" in t…

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Secured Investments – Episode 10 4:46

2M ago4:46

4:46

Maximizing Returns: Understanding Secured Investments | Smart Real Estate with Westcliff In the final episode of Series 4, hosts Addy Saeed and Kaz Jaffer delve into the world of secured investments. They explain the concept, benefits, and structures of secured investments, highlighting how these can provide steady returns and minimize risks. The e…

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Tariff Turbulence 3:24

2M ago3:24

3:24

Liridon Gila, CFA, Portfolio Manager, discusses the causes of April's significant market volatility including heightened uncertainty, tariff turbulence, policy shifts and a tech-led rebound.By Advisors Asset Management, Inc.

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Retirement Assassins: The Silent Killers of Your Financial Future 14:02

3M ago14:02

14:02

When it comes to retirement planning, it's often the threats you don't see coming that do the most damage. In this episode, Ryan uncovers five silent "assassins" that can quietly erode your financial future, including market crashes, inflation and some surprises along the way! More importantly, he explains how proper planning can defend your wealth…

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Opportunistic Investments – Episode 9 4:20

3M ago4:20

4:20

Unlocking the Potential of Opportunistic Investments | Smart Real Estate with Westcliff Join Addy Saeed and Kaz Jaffer on this episode of Smart Real Estate with Westcliff as they dive into the exciting world of opportunistic investments. Learn how to spot undervalued properties, evaluate market potential, and capitalize on unique opportunities for …

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Teamwork that Multiplies 8:08

3M ago8:08

8:08

Technology Solutions Consultant Aida Dillman discusses how using the proper technology can multiply the rewards of successful teamwork. Listen as Aida talks about file sharing, online schedulers, AI (artificial intelligence) tools and real time messaging apps.By Geoff Severson

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What Should You Actually Do When the Market Drops? 14:45

3M ago14:45

14:45

The headlines are loud, the markets are messy, and your gut might be telling you to do something - anything -right now. But what should you actually do when your portfolio takes a hit? In this episode, Ryan walks through the four key questions every investor should ask during a downturn, offering clear and practical steps to block out the noise and…

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Investment with Tax Advantages – Episode 8 4:32

3M ago4:32

4:32

Maximize Your Real Estate Returns with Tax Advantages - Smart Real Estate with Westcliff Join Addy Saeed and Kaz Jaffer on this episode of Smart Real Estate with Westcliff as they explore how savvy real estate investors can leverage tax advantages to enhance their returns. Learn about the key tax benefits, including depreciation, deductible expense…

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Retirement Lessons From The Masters 14:57

3M ago14:57

14:57

The Masters is a beautiful reminder of just how much strategy, patience, and long-term focus goes into a great round of golf. Turns out, retirement works a lot like the game. Today, Ryan is teeing up a few key lessons from the course and how they translate into smarter planning for your financial future. Here’s what we discuss in this episode: ⛳ Wh…

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Luxury and Niche Real Estate Investments – Episode 7 4:42

3M ago4:42

4:42

Unlocking Luxury and Niche Real Estate Investment Opportunities | Smart Real Estate with Westcliff Join hosts Addy Saeed and Kaz Jaffer in this episode of Smart Real Estate with Westcliff as they delve into luxury and niche real estate investments. Discover what defines these unique markets, the risk and reward dynamics, and how to leverage Westcli…

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Key 2025 Tax Breaks & Adjustment Opportunities 12:46

3M ago12:46

12:46

Tax season is here, but filing your 2024 return is just one piece of the puzzle. Now is also the perfect time to take advantage of new tax rules for 2025 before the year gets away from you. With higher standard deductions, increased retirement contribution limits, and updated HSA rules, there are plenty of opportunities to potentially lower your ta…

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Utilizing Technology to Manage Clients 12:14

3M ago12:14

12:14

Osaic's Mananger of Technology Solutions Consulting, Mark Matheny, discusses the vital role of technology platforms to manage your financial clients. Mark gives excellent advice on handling life events using your CRM. Hear valuable instruction on using reminders, workflows, and customized templates. Learn how to best use tags and filters for segmen…

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Portfolio Diversification Options – Episode 6 6:12

3M ago6:12

6:12

Smart Real Estate Investing: Mastering Portfolio Diversification Welcome back to Smart Real Estate with Westcliff! Join hosts Addy Saeed and Kaz Jaffer in this episode as they discuss personalized investment opportunities and how to balance risk and return through portfolio diversification. Learn about diversifying through direct real estate owners…

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Preparing For Taxes on Your RMDs 13:26

3M ago13:26

13:26

In this episode, Ryan unpacks a listener question that’s becoming increasingly common: What should I do about my RMDs if I’m still working at 74 and contributing to my 401(k)? Required Minimum Distributions (RMDs), and the tax penalties for missing them, can catch even the most financially prepared retirees off guard, especially those still working…

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Staying the Course Through Market Volatility - A Conversation with Phil McInnis of Avantis Investors 30:47

3M ago30:47

30:47

In this episode, we are pleased to be joined by first time guest Phil McInnis, Chief Investment Strategist at Avantis Investors. Phil shares research on why investors should stay the course during periods of market volatility like what we recently witnessed following the trade tariff announcements on April 2 "Liberation Day." He reminds listeners t…

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The Advisor's Option 144: April Showers Bring Advisors' Options Strategies 1:04:32

3M ago1:04:32

1:04:32

In this episode of the Advisors Option, Mark Longo and Matt Anderson (ORATS) delve into the world of options trading with a focus on tools and strategies for advisors. They discuss the impact of market volatility and the ongoing trade war on options trading volume, highlighting that March 2024 set a new record with 1.23 billion contracts. The episo…

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Market Madness 3:11

4M ago3:11

3:11

Anthony Brooks, Portfolio Manager, discusses recent equity market volatility given the anticipated wide-reaching effects of President Trump's "tariff tantrum," and details several positive factors that may be supportive of equities over the longer-term.By Advisors Asset Management, Inc.

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Thrive in '25 Webinar 3: Durum Industrial REIT 44:20

4M ago44:20

44:20

In a rapidly evolving real estate market, staying informed is more crucial than ever. On March 18th, 2025, a riveting webinar was hosted by Westcliff Asset Management, featuring insights from Simon Reddish of Durum Capital. This event, part of the "Thrive in 25" series, focused on industrial real estate and its potential as a lucrative investment o…

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AI in My Practice: Could I? Should I? 15:31

4M ago15:31

15:31

Expert financial technology consultant Eric Baumgardner from Osaic speaks about the latest news and updates about AI, artificial intelligence, as it relates to financial services. Hear him discuss regulatory compliance issues, data privacy and the interesting application of note-taking. What are "hallucinations" and why is that a concern? Eric talk…

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April Fool’s: Beliefs That Fool Retirement Savers The Most 13:08

4M ago13:08

13:08

April Fool’s Day is all about jokes and pranks, but when it comes to retirement planning, getting fooled can cost you real money. Today, we’re unpacking five retirement myths that often trick retirees into making decisions based on fear or flawed assumptions. Here’s what we discuss in this episode: 🧠 Don’t let fear rush your Social Security decisio…

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The Money Questions Every Couple Needs To Discuss 13:38

4M ago13:38

13:38

Valentine’s season is all about love, but let’s be honest, money plays a huge role in any relationship. Whether you’ve been together for decades or just starting out, financial stress can put a strain on even the strongest partnerships. So, how do you talk about money without killing the romance? In today’s episode, looking at the questions every c…

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High Growth Potential Investments – Episode 5 4:27

4M ago4:27

4:27

Unlocking High Growth Potential Investments | Smart Real Estate with Westcliff In Episode 4 of Series 4 on 'Personalized Investment Opportunities,' hosts Addy Saeed and Kaz Jaffer dive into high growth potential investments. Learn how to identify markets with rapid population growth, economic expansion, and infrastructure development. Discover the …

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Built a Business, But Not a Retirement Plan? Here’s What to Do Now 14:23

4M ago14:23

14:23

You’ve built a successful business, but now the big question is, how do you turn that into a retirement plan? If you’re like many entrepreneurs, you’ve spent years reinvesting in your business, but what happens when it’s time to step away? Can you sell it? Can you create passive income from it? Or should you start saving in other ways right now? In…

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Introducing New Technology to Your Clients 8:02

4M ago8:02

8:02

Listen as Technology Solutions Consultant Eric Baumgardner shares strategies on how to introduce technology to your clients. Hear how to create an "inner script" while identifying pain points. Eric also shares excellent methods for rolling out and how to leverage your CRM to help with the process.By Geoff Severson