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Econologics Financial Advisors Podcasts

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The Financial Beast Podcast for Practice owners is designed for practice owners to get vital info on financial matters that concern them both personally and professionally. Additional to help them get into ”Financial Beast” mode and stay there so they can achieve all of their financial goals. A financial beast is debt free, protected, invested and set for life!
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This show interviews the “smart money” (large money managers & CEOs) for timeless investing advice. My goal is to provide you with timeless/actionable advice that you can use to make smarter investment decisions, and help you become intellectually wealthy. The Host: Adam Sarhan, Author, Investor, and Forbes Contributor, interviews real money managers with over $100 million in assets under management (AUM) and CEOs for timeless advice. Disclaimer: All our work is general in nature and for edu ...
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This $200 Million Money Manager Wants You To Become A Financial Beast – Meet Eric Miller Chief Advisor At Econologics Financial Advisors Guest Eric Miller Chief Advisor at Econologics Financial Advisors AUM ~ $200 million Eric’s Book: https://www.amazon.com/How-Become-Financial-Beast-Practice/dp/1937205304 Company name Econologics Financial Advisor…
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Most owners spend more time planning a vacation than their practice exit—and it’s a costly mistake. In this episode, Eric Miller and advisor Zach Abbotoni break down the money side of your exit: who to sell to, how your practice is valued (EBITDA & add-backs), your “magic number” for a successful retirement, and how to structure a deal so you keep …
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Guest Adam Mizel Co-Founder & CEO US United Website https://www.us-united.org/ About US United US United is a not-for-profit media collective building unity through storytelling, service, and human connection. Co-founded by business leader Adam Mizel and Sheriff Chris Swanson, the organization works to prove that Americans share common values and c…
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How much money do you really need to live without financial stress? Most “gurus” throw out random numbers… but today, we break down the real wealth thresholds that determine financial freedom, security, and long-term stability for practice owners. In this episode of the Financial Beast Podcast, Eric Miller (Chief Adviser & Co-Owner at Econologics F…
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This $400B Firm Is Democratizing Private Investments & Relentless Consistency From Michael Bell Guest Michael Bell Founder & CEO of Meketa Capital & Primark Captial Assets Under Advisory = $400B Assets Under Management = $500M Website: https://meketacapital.com/ Bio Michael Bell is the CEO of Meketa Capital, an asset management firm focused on expa…
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Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com Are you throwing money at “marketing” without a clear plan or real results? In this episode of the Financial Beast Podcast, host Eric Miller sits down with healthcare marketing expert Carl White of MarketVisory Group to break down how to build a f…
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The interview is also on Youtube: https://youtu.be/oSIFewGWnNE?si=efQOrP5YXeoWuYYA Guest Carlos Moreira Founder & CEO of SealSQ Ticker: (Nasdaq: LAES) Website: https://www.sealsq.com/ Bio Carlos Creus Moreira is a global technology entrepreneur and cybersecurity authority, serving as Founder, Chairman, and CEO of WISeKey (NASDAQ: WKEY) and SEALSQ (…
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This Growth ETF Manager Loves Finding High Growth Stocks With A Twist (Nasdaq: AOTG) Guest John Tinsman, Founder of AOT Invest LLC and Portfolio Manager of the AOT Growth and Innovation ETF (Nasdaq: AOTG). About John: John blends Midwestern pragmatism with global financial expertise. He grew up in his family’s Iowa fertilizer business, studied econ…
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Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com Are you building wealth or just chasing shiny returns? In this solo episode of the Financial Beast Podcast, Eric Miller breaks down 7 timeless lessons from Benjamin Graham’s The Intelligent Investor and translates them for healthcare practice owne…
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Guest Ilya Zlotnik, Partner, Wealth Adviser, Vivaldi Capital Management Website www.vivaldicap.com AUM ~$6bn Bio Ilya is a Wealth Advisor and Partner at Vivaldi Capital Management in Chicago. For over a decade, he has guided high-net-worth individuals and families through every aspect of their financial life—from strategic asset allocation and port…
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This Company Wants To Help Feed The World. Meet Mayo Schmidt Chairman of the Board of Brazil Potash. Guest Mayo Schmidt Executive Chairman of the Board of Directors of Brazil Potash Corp. (NYSE-American: GRO), Company Brazil Potash Corp Website https://brazilpotash.com/ Ticker: GRO Bio Mayo Schmidt is the Executive Chairman at Brazil Potash, Corp. …
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This $3 Billion Firm Loves Investing In Deep Value. True Wealth Isn’t Rushed, It’s Engineered Full name: Joshua Barone Title: Principal Wealth Manager Company name: Savvy Wealth Website: http://savvywealth.com/ AUM: Savvy Advisors manages over $3 billion in assets under management Bio: Josh Barone is a financial advisor based in Reno, Nevada, and j…
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Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com. Are you ready to take back CONTROL of your financial future and discover a path to financial freedom and purpose? In this episode of the Financial Beast Podcast, Eric Miller sits down with Dr. Erik Lundquist to explore his inspiring journey from …
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This Founder & CEO Is Building A Schwab For Private Investments – Meet Ryan Eisenman Co-Founder & CEO Of Arch Name: Ryan Eisenman Title: Co-founder and CEO Company Name: Arch Website: www.arch.co Ryan's Bio: Ryan Eisenman is the co-founder and CEO of Arch (arch.com), an AI powered solution for managing private-market assets like private equity, ven…
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This $200M Money Manager Combines Financial Planning & Wealth Management – Meet Robert Finley Founder VirtueAM Robert P. Finley CFA, CFP® Founder & Principal at Virtue Asset Management VirtueAM.com AUM $200M AUM Bio Robert P. Finley CFA, CFP Robert Finley is a Fee-only Certified Financial Planner and Portfolio Manager in Barrington, Chicago and Gle…
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Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com. Selling your practice is the biggest financial decision of your life—don’t leave money on the table! In this video, we share 5 key tips to negotiate your practice sale RIGHT and maximize the value of your hard work. You’ve spent years building yo…
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Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com. Are you ready to take back CONTROL of your financial future after selling your practice? In this episode of the Financial Beast podcast, Eric Miller, sits down with Nathan Shields, a former practice owner turned advisor, to discuss the dos and do…
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Mission Driven - How To Make Better Decisions - From Former Commanding Officer US Navy SEAL Team Two Guest: Mike Hayes A Managing Director at Insight Partners * Former Commanding Officer of US Navy SEAL Team TWO * Managing Director, Insight Partners * Author of National Bestseller Mission Driven (distilled nicely in this article) All of Mike’s prof…
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Unlock the secrets to mastering your practice's finances with "Practice Finances Simplified: 27 Key Steps You Need." This episode is packed with essential advice designed specifically for healthcare practice owners looking to take back CONTROL of their financial future. Whether you're struggling to organize your financial documents, maximize the va…
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Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com. Are you a veterinary practice owner tired of overpaying taxes and feeling overwhelmed by the complexities of the tax code? It's time to take back CONTROL of your finances and finally stop letting the IRS dictate your hard-earned profits. In this …
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Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com. Discover *The Secret to Selling Your Practice Successfully* and unlock the financial freedom you've been striving for! In this episode of the Financial Beast podcast, Eric Miller, your trusted financial advisor and bestselling author of *How to B…
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Full name: Thierry L. Bernard Title: Chief Executive Officer Website: https://www.qiagen.com/us Ticker: $QGEN Biography: Thierry Bernard joined QIAGEN in February 2015 to lead the company’s growing presence in molecular diagnostics, the application of Sample to Insight solutions for molecular testing in human healthcare. He was named Chief Executiv…
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Guest: Edward (a.k.a. Scooter) F. Thomas III Title: Financial Advisor AUM: ~$250M Website: https://savantwealth.com/employee/scooter-thomas/ Bio: As a CERTIFIED FINANCIAL PLANNER® professional, Chartered Special Needs Consultant® (ChSNC®), and Chartered Financial Consultant® (ChFC®), Scooter is knowledgeable in all areas of financial planning, incl…
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Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com. Ready to break free from the passive income myths holding you back? In this episode of the Financial Beast Podcast, we tackle what healthcare practice owners *really* need to know to achieve financial freedom and build lasting wealth. Eric Miller…
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Guest: Neil Blumenthal Co-founder and Co-CEO of Warby Parker Website: https://www.warbyparker.com/ Ticker: $WRBY Bio: Neil Blumenthal is a co-founder and co-CEO of Warby Parker, a direct-to-consumer lifestyle brand focused on vision for all. Since day one, over twenty million pairs of glasses have been distributed through the company’s Buy a Pair, …
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GuestTed Halpern, Regional President, Managing Director | MAI Capital MAI Capital’s AUM =$35BWebsitehttps://mai.capital/ BioTed Halpern brings over 30 years of experience in financial services, having launched Halpern Financial, Inc. in 1998. He joined MAI in 2024, where he continues to provide comprehensive financial, investment, and wealth manage…
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Are you a healthcare practice owner struggling to make your marketing investments count? It’s time to stop wasting money and start maximizing your business’s potential with proven strategies that WORK. In this episode of the Financial Beast Podcast, Eric Miller, co-owner and chief adviser at Econologics Financial Advisors, teams up with marketing e…
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Guest: Mark DiGiovanni is founder and president of Marathon Financial Strategies Inc. Website: https://www.marathon-forthelongrun.com/ Bio: -Runner since 1969 -BS in 1975 -Middle school teacher 1976-1980 -Married since 1983 -MBA in 1987 -Passed CPA exam in 1988 -Episcopalian since 1989 -Father since 1989 -Founded Marathon in 1995 -Certified Financi…
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Name: Will Rhind Granite Shares ETFs – Over $10B AUM Title: Founder and CEO AUM: GraniteShares AUM ~ $10 Billion AUM Company name: GraniteShares Website: https://graniteshares.com Bio: Will Rhind is the Founder & CEO of GraniteShares, an award-winning ETF company managing over $10 billion in assets. A recognized leader in commodities and alternativ…
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Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com. Is $5M enough for a stress-free retirement? Discover the truth about financial freedom in this eye-opening episode of the Financial Beast Podcast with Eric Miller, co-owner of Econologics Financial Advisors and Eric Gersch, Financial Advisor, if …
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Guest Axel Merk President and Chief Investment Officer of Merk Investments With Over $2.5B AUM AUM: $2.5B Company: Merk Investments Website: https://www.merkinvestments.com/ Tickers: OUNZ / ASA Bio: Axel Merk is the Founder, President, and Chief Investment Officer of Merk Investments, a leading investment advisory firm managing over $2 billion, wit…
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Guest: Oktay Kavrak, Director of Comms and Strategy at Leverage Shares & IncomeShares Company: Leverage Shares ETPs Website: www.leverageshares.com / www.incomeshares.com AUM: ~$2 Billion Bio: Oktay Kavrak is the Director of Communications & Strategy at Leverage Shares, the pioneer in single-stock ETPs, and IncomeShares, Europe’s first options-base…
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Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com. Are you a healthcare practice owner ready to take back CONTROL of your financial future? In this episode of the Financial Beast Podcast, Eric Miller, co-owner of Econologics Financial Advisors and Eric Gersch, Financial Advisor, dives into the SI…
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Alan Strauss Senior Partner, Director of Investor Relations at Crystal Capital Partners with $1B in assets Website https://www.crystalfunds.com/ Bio Alan has been with the firm since 2009. During that time, he has helped lead the firm’s investor relations department and continues to focus on client relations, sales, and marketing initiatives. He ea…
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This $3B Money Management Firm Shares Timeless Lessons & Takes A Holistic Approach To Investing Guest Daria Victorov – Financial Advisor and Partner at Abacus Wealth Partners with approximately $3B in AUM Website: https://abacuswealth.com/ Bio Daria graduated from Virginia Tech's CFP undergraduate education program. Shortly after graduating she rel…
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Are you ready to take back CONTROL of your cash flow and unlock financial freedom? In this episode of the Financial Beast Podcast, host Eric Miller teams up with Nathan Shields, PT, a seasoned business owner and coach, to deliver actionable insights and strategies to help healthcare practice owners like you boost cash flow fast. Whether you’re a pr…
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Name: Tom Hulick Title: CEO – Strategy Asset Managers AUM: $850M Website: https://strategyassetmanagers.com/ Bio: Tom Hulick is CEO, CCO and Managing Partner of Strategy Asset Managers. He is the founding partner of Hulick Capital Management, LLC ─ the parent company of both Strategy Asset Managers and Holly Street Wealth Advisors. Mr. Hulick has w…
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Guest Gleb Budman, Cofounder, CEO, Chairman of Backblaze [NASDAQ: BLZE] Website https://www.backblaze.com/ About Gleb Budman Gleb Budman is the co-founder and CEO of Backblaze (NASDAQ: BLZE), the cloud storage company trusted by over 500,000 customers in 175+ countries. From home-built servers to taking the company public, Gleb has led Backblaze wi…
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Name: Chris Lo Title: Founder & CEO Website: https://ir.jiguang.cn Company Name: Aurora Mobile Ticker: JG Bio: A serial entrepreneur, founded Aurora Mobile in 2011. Secured multiple rounds of investments from Mandra, IDG, FOSUN, Fidelity, Goldman Sachs, and led Aurora to a successful IPO on NASDAQ in 2018.…
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Guest: Scott A. Goginsky, CFA ® Partner & Portfolio Manager Biondo Investment Advisors, LLC AUM: $1.1B Website: www.TheBiondoGroup.com Disclosure: Neither the information nor opinion expressed constitutes a solicitation by us of the purchase or sale of any securities. Past performance does not guarantee future results. Bio: Scott was drawn to the v…
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Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com. Celebrate 100 Episodes of Financial Growth with us! This milestone episode is packed with expert financial insights for healthcare practice owners looking to take back CONTROL, maximize the value of their practices, and build personal wealth. Whe…
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Guest Cameron Chell, Co-Founder CEO, Draganfly Inc. Website https://draganfly.com/ Ticker: DPRO Bio Cameron Chell CEO / PRESIDENT Cameron has been a technology entrepreneur for more than 30 years and has spent his career growing a diverse collection of high-potential ideas into revolutionary companies that have changed the way we experience the wor…
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Guest Peter Evans CEO & President Xtract One Technologies Ticker: TSX: XTRA Website https://xtractone.com/ Bio Peter Evans has over 25 years of experience leading organizations’ digital transformation and innovation activities for customers in high-growth technology businesses. At Xtract One, Peter is bolstering the physical security technology ind…
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Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com. Unlock the *Secrets to a Stress-Free Practice Sale* and take control of your financial future! If you’re a healthcare practice owner wondering how to maximize the value of your business and exit with confidence, this video is your ultimate guide.…
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GuestSeth Pinegar, West Coast Regional Director, The CFO CentreWebsitehttps://www.cfocentre.com/us/BioSeth has 25+ years’ experience in helping companies successfully seed, develop, grow, finance, operate, strategize, execute, acquire, consolidate and/or enable investor exits – first with nearly a decade in TMT investment banking with JPMorgan and …
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Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com. Discover how the "Big Beautiful Bill" that just went into law will aid practice owners on their tax returns and what are the downsides. In this episode of the Financial Beast podcast, Eric Miller, co-owner and chief advisor at Econologics Financi…
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Download a free copy of "How to Become a Financial Beast" by Eric Miller at www.financialbeastbook.com. Are you ready to take back CONTROL of your financial future and unlock the secrets to financial freedom? In this episode of the Financial Beast Podcast, we reveal 3 GAME-CHANGING MONEY MOVES that every practice owner must know to maximize the val…
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