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Hosted by Financial Advisor Coach, Ray Sclafani, "Building The Billion Dollar Business" is the ultimate podcast for financial advisors seeking to elevate their practice. Each episode features deep dives into actionable advice and exclusive interviews with top professionals in the financial services industry. Tune in to unlock your potential and build a successful, enduring financial advisory practice.
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Measure Twice Planners

Cody Garrett, CFP®

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Cody Garrett, CFP® and a generous group of financial planners share their unique expertise and experience with educational conversations and deep dives. Watch the full conversations, receive CFP Board Experience and CE hours, and learn more about Measure Twice Planners membership at MeasureTwicePlanners.com!
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Why is personal finance so complicated? The internet is flooded with personal finance “experts” sharing short-sighted, error-prone advice. But long-term financial success requires thoughtful, patient, and well-researched strategies. Hosted by Jesse Cramer, a former aerospace engineer turned fiduciary financial advisor in Rochester, NY, Personal Finance for Long-Term Investors simplifies complex financial topics. With relatable stories, in-depth research, and practical tips, Jesse helps you m ...
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Are you a financial advisor looking to stand out as an influential leader and attract the clients you truly want to serve? You’re in the right place. Each episode of The Influential Advisor Podcast explores the art of authoritative positioning—giving you actionable strategies to amplify your expertise, elevate your practice, and become the go-to authority in your market. Join Paul G McManus and industry insiders as they share proven tactics, inspiring success stories, and insider tips to hel ...
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"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life. Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a m ...
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Welcome to the Wealthy Advisor Mindset podcast, the ultimate resource for financial advisors looking to expand their AUM (Assets Under Management) and elevate their quality of life through the power of a high-performance mindset. Your host is no other than Nina Cooke, a seasoned mindset coach with decades of experience working with countless business owners just like you. Join us as we explore proven strategies to help you dissolve self-sabotaging behaviors and habits, empowering you to achi ...
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The Wealth Mindset Show

Hixon Zuercher Capital Management

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Welcome to The Wealth Mindset Show, where co-hosts Josh Robb and Austin Wilson, joined by Hixon Zuercher Capital Management’s team of finance professionals, portfolio managers, a life coach, and more, come together to tackle complex topics - so you don’t have to! From investment strategies and tax planning, to navigating retirement income and aligning your wealth with your goals, they’ll provide insights to help you make the best decisions for your future. Whether you're gearing up for life’ ...
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The Marriage Kids and Money Podcast will strengthen your family tree and help you live financially free. We work to help you build the life of your dreams! Each week, award-winning Family Finance Coach Andy Hill shares wealth-building tips that help parents and couples to design their ideal lifestyle. Learn how to get on track with your finances, work toward financial freedom, and even build generational wealth. Knowing community makes for a happier future, Andy interviews millionaire parent ...
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Welcome to Meet the Expert with Elliot Kallen®, a podcast where experts discuss advanced financial matters in an approachable way. No matter your stage of life, you’ll learn the tools and strategies to create financial freedom, and develop a well-rounded perspective on how to build a better financial future. https://prosperityfinancialgroup.com/
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Todd Whatley is a Certified Elder Law Attorney, practicing attorney and now the Elder Law Coach. His passion is to help attorneys become proficient Elder Law Attorneys. He still practices law with over 22 years of experience with offices in two states. He is the Past President of the National Elder Law Foundation, the ABA accredited certifying organization for the ABA. He LOVES working with new and experienced attorneys to help them have the best job in the world and help a great population. ...
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Welcome to "Charleston's Retirement Coach," hosted by Brandon Bowen, seasoned financial advisor and founder of Bowen Wealth, LLC. Each week, join Brandon as he unpacks the complexities of planning for retirement with straightforward, actionable insights tailored specifically to help you achieve financial peace of mind. In Charleston and beyond, retirement planning can seem daunting. Brandon brings over two decades of experience directly to you, covering everything from investment strategies ...
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Join Dr Dan, an Australian doctor who is on a mission to improve financial health for doctors and healthcare professionals. Interviewing money experts, doctors turned entrepreneurs, and documenting his own journey to passive income.
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DecaMillionaire Decoded

Justin Goodbread

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No fluff. No theory. Just real conversations with real business owners doing real numbers. Hosted by entrepreneur and exit strategist Justin Goodbread, DecaMillionaire Decoded helps service-based business owners scale past $10 million in enterprise value. Each episode delivers hard-earned strategies, honest insights, and tactical advice from those who have built, scaled, and exited companies at a high level — and from experts who coach them. Through direct interviews and expert breakdowns, J ...
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Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-offi ...
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Host Steve Sanduski, CFP® is the founder of two financial services companies, a New York Times bestselling author, podcast host, executive coach, and speaker. Through interviews with top achievers and visionary voices, Between Now and Success brings you the strategies, tips, and tools you need to succeed at the intersection of business and life. In each episode, Steve's guests open up and share their journey and the lessons they learned on their road to the summit. So rope up and get "On Bel ...
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Retire with confidence! Introducing "Michigan's Retirement Coach," podcast- one of Feedspot's "Top Retirement Podcasts You Must Follow!" Join Mike Douglas and his engaging series as he draws upon insights from real clients and their stories to help you make the most of a fulfilling retirement. Mike and the whole team at LifePlan Financial Design can help you navigate the complexities of retirement planning in Michigan. Click for your personalized Retirement Roadmap here! Follow on Facebook, ...
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Roadmap to Referrals

Stacey Brown Randall

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You deserve referrals naturally… without manipulating, incentivizing or even asking. Join Stacey Brown Randall every week on the Roadmap to Referrals podcast where she shows you how to grow your business by referrals so you can stay in your expert space (attorney, financial advisor, realtor, consultant, coach, interior designer, etc.) AND leave behind the worry of being seen as the "always hustling salesperson." If you need a direct and practical roadmap to follow to generate referrals natur ...
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Joseph Lukacs has coached and consulted financial advisors for nearly 25 years. In The Magellan Network Podcast, he will deliver concepts, strategies, mind-set shifts, and no nonsense advice that all financial advisers can benefit. He will also be interviewing some of the most successful professionals in the industry. Subscribe now and leverage his over 50,000 coaching and consulting sessions with financial advisors world-wide.
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Unlocking Business Growth: Charting Opportunities with Portus Wealth Advisors Welcome to "Charting Opportunities," a dynamic monthly series brought to you by Portus Wealth Advisors, designed to empower business owners with actionable insights and strategies for growth. We understand the unique challenges and opportunities faced by entrepreneurs, and this platform is dedicated to providing you with the knowledge and tools you need to succeed. Join us for live, in-depth discussions featuring i ...
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Winning with Money

Mike Fetterman, Financial Coach

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I'm a Ramsey Solutions trained financial coach. My podcast provides you with personal financial education and practical strategies to help you gain control of your finances. You can contact me via email at: [email protected] or schedule a coaching consultation at: www.fettermanfinancialsolutions.com
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Out of the Hourglass

Nolan Consulting Group

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Out of the Hourglass, presented by Nolan Consulting Group, is here to help Small Business Owners and Contractors alike visualize their goals, develop their team & build sustainable growth. You'll hear from our panel of NCG Coaches on a variety of topics, guest speakers from top industry resources, Business Owners sharing best practices and a focus on strategies across sales, marketing, business planning, human resources and more. We're here to take you "out of the hourglass" and reach YOUR S ...
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Financial Fun Podcast

Tammy Johnston

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Financial Advisor, Children's Financial Author, Public Speaker & Business Owner/ Helping parents EDUCATE their children on the subject of MONEY! Promoting FINANCIAL LITERACY everywhere for KIDS & ADULTS!
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NFL Players' Podcast

Zach Miller, Riccardo Stewart, Sam Acho, Jeff Locke

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The podcast by NFL players for NFL players. Each week, we break down the biggest events in football and how they directly impact a player's career and money. Join Former NFL Veterans Sam Acho (Bills, Bucs, Bears & Cardinals), Zach Miller (Seahawks & Raiders), Jeff Locke (Vikings, Colts, Lions, 49ers), and college coach, Riccardo Stewart, for a raw and unfiltered conversation about the game, the business, and how players can achieve generational wealth.
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Retirement Coach's Corner

Alan Mercurio & Troy Bolton

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Financial and retirement planning guidance from the team at Mercurio Wealth Advisors in Louisville, Kentucky. Join Chief Financial Advisor Alan Mercurio and Senior Wealth Advisor Troy Bolton each show for helpful conversations about money, life, and retirement. Step into the Retirement Coach's Corner to learn about 401(k)s, IRAs, income planning, investing, and so much more. If you have any questions, call 502-253-9366, email [email protected] or visit www.mercurioadvisors.com online ...
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For Advisors by Advisors looks to better financial advisors while educating and entertaining them on current events, new ideas, and concepts. This will be a weekly show covering many topics that can be used to maximize your practice and make you shine with your clients. We will also be interviewing leaders in the industry including many financial advisors, recruiters, money managers, and insurance professionals. Come Join and grow with us!
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Welcome to Wealth Beyond Riches with Abbey Henderson, CFP®, CEO, Wealth Advisor and Coach at Abaris Financial Group. In this podcast, we help generous, fun, and passionate professionals overcome their biggest financial concerns while leveling up their lifestyles based on their values and vision. We do this by exploring 'The Five Levers,' which represent the diverse resources each person possesses throughout their lifetime. These levers encompass finances, health, mindset, relationships, and ...
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Welcome to the Balanced Growth Show with Dr. Travis Parry. We want to help business owners and entrepreneurs grow their businesses while keeping their balance. If you're a business owner who has struggled to make time for the important things in your life in and out of the office, this show is for you. Join Dr. Parry for new episodes each week that will feature interviews with advisors and entrepreneurs from across the country. They'll share their personal stories of struggles and successes ...
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Welcome to Perfect Game Retirement, hosted by Ryan Ledden of Black Oak Asset Management. As a former pro ballplayer and CFP, Ryan combines his love of the game with financial expertise to guide you to a confident retirement. Securities and Advisory Services offered through Silver Oak Securities, Inc., Member FINRA/SIPC. Black Oak Asset Management and Silver Oak Securities, Inc. are not affiliated.
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For some, watching paint dry, or a poke in the eye is better than dealing with their business numbers. I get it, numbers can be scary, confusing, and boring, not what your business is meant to be about. But here’s the thing. If you’re serious about your business, you need to grab hold of your numbers, and connect with them. Falling in love with them may feel weird, but at least be on friendly terms with them if you want your business to survive and thrive. Numbers make you accountable, showi ...
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Internationally recognized speaker, personal business coach and Amazon best-selling franchise author Dr. John Hayes offers an honest look at everything involved in researching, evaluating and purchasing a franchise business. On this podcast, Dr. John P Hayes interviews Franchisors, Franchisees, and has solo episodes giving valuable advice in the Franchise Industry. Since 1979, John Hayes has worked in the franchise community as a consultant, franchisee and franchisor. He’s one of an elite gr ...
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Welcome to "The Priyanka Shinde Podcast" your ultimate destination for insightful conversations and expert advice on mastering strategy, execution and leadership. Join Priyanka Shinde, author of Art of Strategic Execution, as she uncovers how leaders within organizations tap into 'founder mode'—driving innovation, ownership, and execution to lead like entrepreneurs within their companies. This podcast is designed for business leaders, entrepreneurs, and professionals who are looking to sharp ...
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The Adam Cobb Show is a safe space where we dive into the heart of what it means to live a balanced and fulfilling life. Join me, Adam Cobb a dad of three and my brother from another Al Smith also a dad of three as we explores the dynamic world of fitness, the journey to finding your center, and the ups and downs of fumbling through fatherhood. This show embraces the reality that as dads, we will fumble—it's inevitable. But it's in how we get up, surrender, and accept our imperfections that ...
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Advisor Elevation

Matthew Eilers

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Advisor Elevation is a podcast that was created for top-tier financial professionals that are committed to refining their businesses. Hosted by coach, blogger, marketer and consultant Matt Eilers, this podcast dives deep into the many facets of running a successful financial practice. Episodes provide insight, ideas, conversations and featured interviews with successful advisors and thought leaders. No topic is off limits. Conversations range from practice management to referral generation, ...
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>Do you want to feel good earning, giving, spending and stewarding money so you can earn more without fear, sell confidently and reach your goals faster? > Do you want to let go of your poverty and scarcity money mindset with biblical principles? > Are you a faith filled female entrepreneur or professional who wants to increase your income, feel good having money, make a bigger impact and honour God with her finances and lifestyle? > Are you tired of doubting yourself and feeling like an imp ...
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Renovating Retirement With Charlie Jewett

Charlie Jewett: Author, Speaker, Coach, Whistle-Blower, Insurance Agent, In

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Charlie Jewett, the Financial Service Industry Whistle-Blower, confronts the industry and reveals all of the tricks, lies and scams used to steal money from consumers. In addition Charlie will teach you EVERYTHING you need to know to make your own financial decisions and live the retirement of your dreams. Learn the Three Types of Accounts every investor needs to retire happy. Learn the amazing Five Lives of Retirement Test you can use to hold any Financial Service professional accountable t ...
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It's time to move from Operator to Owner! Are you tired of feeling trapped in the day-to-day operations of your business? Maybe even to the point where you're starting to think about your exit? Look no further! The Business Owner Breakthrough podcast is here to help you break free from the struggles of entrepreneurship and turn your worries into wins. Hosted by Pete Mohr, Certified Exit Planner, Kolbe Coach and business owner for over 30 years. Quick episodes full of actionable takeaways for ...
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Cashflow Podcasting - Grow Your Business, Boost Your Impact

Cashflow Podcasting, Launch and Grow Podcasts for Small Business Owners

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Welcome to Cashflow Podcasting! If you're looking to grow your business and boost your impact, you've come to the right place. You will hear from established business leaders who share their secrets on creating podcasts that generate revenue and build trust at scale. Join award-winning trainer and coach Pete Mockaitis as we dive into the art and science of podcasting with a purpose. Discover overlooked marketing channels, learn how to create the podcast your clients need, and find out how po ...
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Welcome to Leaving The Job: The Premier Financial Podcast for Firefighters, hosted by Scott Osborn, a seasoned retirement coach at Patriot Wealth Planners and an esteemed 18-year Army veteran. This show responds to the unique challenges and opportunities that firefighters face in retirement planning. Each episode offers strategic advice, shares inspiring stories, and provides guidance to help you achieve a confident and secure retirement. Join us as we explore the path to a fulfilling retire ...
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Welcome to Mastering Your Money Mindset: How to Think Like a Top Producing RVP. Weekly Interviews with Top Performers in the industry. Have you ever wondered what separates successful RVPs from the rest? What sets them apart isn't just hard work or skills, it's their mindset. RVP’s sometimes struggle to make the calls, visits or follow up with FA’s. Michael Fox Coaching helps hold RVP’s accountable to take focused action, so they earn more money, exceed goals, and live a happier and more ful ...
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Buying Online Businesses Podcast

Buying Online Businesses

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Hosted by Jaryd Krause who went from plumber to creating an online business empire through buying websites for passive income. This podcast will unfold his secrets as you explore the highs, lows and light bulb moments of his personal journey in each episode. He will show you that no matter where you are in life an alternate lifestyle is more than possible. You will gain the knowledge you need to start buying online businesses yourself and live a fulfilling lifestyle.
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I am Iyafadara “Iya”-Your Life Choice Consultant, Priestess, Seer, Diviner and an Amazingly Accurate Psychic Tarot Reader! Do you NEED ANSWERS? Let’s Talk! CALL NOW for a Reading! Iya is a direct descendant of High Priests & Priestesses, Seers, Spiritualists, Diviners & successful Fortune Tellers dating back thousands of years from the Holy City of Ile Ife. Iya's amazing legacy of spiritual power dates back to her Ancestors and the Ancient Goddesses Oya, Isis, Kali Ma and Queen Nefertiti. Iy ...
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Welcome to The Salty Advisor Podcast where we share invaluable lessons and transformative experiences shared by our community of Financial Planning Professionals. In this season of The Salty Advisor Podcast, we pay tribute to the life-changing principles imparted by our mentor and Executive Life Coach, Doug Carter. For almost 20 years, I have been a part of the Doug Carter Summit along with a beautiful community of Financial Planning Professionals. We’ve all had the privilege of one-on-one e ...
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As a recovering financial advisor with a counselling diploma, I help high-income earners get off the paycheck-to-paycheck rollercoaster without changing their lifestyle. You will learn that money behaviour is more important than money knowledge, because what's the point of knowing how to invest if you have no money to invest? Nothing has gone wrong, you just need to reset your money mindset, that's all. I do this using my book, Budgets, Like Diets, Don't Work and behaviour science to reset y ...
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Welcome to The Better Man Podcast, a podcast with one goal: to help men improve their lives, improve their mental health and help them achieve more, be happier and find the right balance. My name is Gabriel Machuret and every week you can find 2 shows of the Better Man podcast where in 20 minutes or less, I try to help you navigate some of the most difficult challenges and questions us men face. (No pressure right?) Before we start, a quick friendly disclaimer: This is just a conversational, ...
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Brought to you by Osaic and Women Forward, Osaic's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from industry leaders. Women Forward is Osaic’s women’s initiative to attract, develop and nurture women financial advisors through programs that are innovative and actionable. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered ...
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Retirement planning discussion and education for women (and their families) in their 50s and 60s who want to retire on their own terms. We'll cover Social Security, Medicare, tax planning, lifestyle considerations, financial planning, investing, and much more. I invite you to listen and subscribe. **Not currently publishing new episodes**
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Table Talk with ABFI Host: Matt Knight, Executive Director of Alberta Business Family Institute Dive into the world of family businesses with "Table Talk with ABFI." Hosted by Matt Knight, this unscripted podcast spotlights Alberta's entrepreneurial families and we'll talk about many aspects including: -Origins & Evolution: Discover the foundation of family enterprises and their transformative journeys. -Personal Triumphs: Hear heartfelt stories of individual ambition and resilience. -Family ...
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Send us a text Todd Whatley reveals the transformative power of attorneys and financial advisors working side-by-side to provide comprehensive elder law services that truly meet clients' needs. Drawing from 25 years of experience and recent success implementing this collaborative approach, Todd explains how breaking down professional silos creates …
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DESCRIPTION: In this episode of the Franchise Hot Seat, host John Hayes interviews Fred Fry, Vice President of Franchise Development for 16 Handles. Fred shares his career journey from banking and finance to the franchise industry, highlighting how he discovered franchising through a friend at church after relocating to Texas. He previously worked …
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In this episode, Justin shares insights from his conversation with turnaround advisor Paul Davis, emphasizing the importance of aligning inspiration with business goals. Discover why starting with 'why' may not be the best approach for business owners and how to focus on your divine calling instead. Learn more about Relentless Value Coaching: https…
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In this episode of Portus Wealth Advisors' Charting Opportunities, Greg Brown of Cardinal Finance shares his extensive experience on the role and value of a Fractional Chief Financial Officer (CFO) for growing businesses. He delves into when it makes sense for a company to engage a Fractional CFO, what business owners should expect from such a rela…
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Business ownership comes with numerous responsibilities, especially when it comes to tax compliance. Moreover, as HMRC intensifies its digital surveillance capabilities, staying ahead of tax requirements has never been more crucial. The Digital Detective Has Arrived Previously, HMRC relied on basic methods like paper trails and manual checks. Howev…
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Episode Summary: Many financial advisors find their practices increasingly transactional despite their best efforts. In this conversation, Morgan Nichols unpacks how she's pioneered an approach that puts values at the center, creating what she calls "simultaneous multi-generational success" - a practice that serves clients across generations while …
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Episode Summary: In today's episode, Russ and Mike unpack their insightful five-pillars framework for Social Security optimization and reveal strategies that could help maximize retirement benefits. With pensions disappearing and Social Security representing 30-50% of retirement income for many Americans, making the right claiming decision is cruci…
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Hi everyone and welcome to The Magellan Network Show. If you’ve been following me over the years, you’ll notice I’m not in my usual office setup—because today, I’m coming to you from the heart of Liverpool, England, where I’m wrapping up my spring sabbatical.In this episode, I’m diving into a few short but powerful reflections—why I’ve decided I ne…
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In this episode, Matt Knight sits down with Malcolm Burrows, founder and executive director of Aqueduct Foundation, Canada's 13th largest foundation with over a billion dollars in assets and $900 million granted to charities across Canada. Malcolm shares his 35-year journey in philanthropy, from his early days at the University of Toronto to his cu…
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In this exciting episode of the Priyanka Shinde Podcast, we’re joined by Ravi Mehta—a visionary product leader, advisor, and entrepreneur who has shaped some of the world’s most iconic consumer tech products. With leadership roles at companies like Tinder, Facebook, TripAdvisor, and Xbox, Ravi brings decades of experience building products that mil…
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Join the free 5 day Tracking challenge HERE Have you ever felt like you're just not capable of stewarding money well — no matter how hard you try? In this episode, we’re talking about the fear that keeps so many Christian women stuck — not because they don’t care, but because deep down, they believe they’re incapable of handling their finances fait…
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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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In this episode of Deca Millionaire Decoded, host Justin Goodbread sits down with Paul Davis, a seasoned turnaround advisor from Ireland. Together, they explore the journey of scaling a business beyond the $10 million mark, sharing invaluable insights and strategies that can help business owners achieve real growth and financial freedom. Paul discu…
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Roger Brosch | 20 Years of Foster Denovo, 47% Growth, and the Launch of Foster Denovo Talks In this episode of Financial Planner Life, we welcome back Roger Brosch, CEO of Foster Denovo, to reflect on a standout year for the business. 47% revenue growth 200+ new hires 7 acquisitions A thriving culture that’s stronger than ever Roger shares what’s d…
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What if the biggest business opportunity of the next decade wasn’t just about what you buy or sell… but how you do it? In this eye-opening episode of the Buying Online Businesses podcast, Jaryd Krause sits down with futurist, author, and AI evangelist Adam Boostrom to explore how artificial intelligence is not only revolutionizing online business—b…
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Today we interview Dr Jason Yu, GP and Co-Founder of MissionMed, which provides UCAT and medicine interview training. •why chose medicine (and personal story) •undergraduate vs graduate medicine •medicine entry getting more competitive •journey into med school, his UMAT/UCAT score, how failed first time interview •what is working as a doctor really…
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Discover why India is the perfect emerging market for investors. With the world's largest population, best demographics, and fastest-growing GDP, India offers unparalleled potential. Kevin Carter, emerging markets expert, shares insights on India's thriving democracy, exceptional human capital, and robust digital infrastructure.…
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What's your strategy for staying calm when the market takes a roller-coaster ride? Panic and sell? Or sit back and relax until it recovers? Join Abbey Henderson, CFP®, CEO, Wealth Advisor & Coach, as she offers her professional guidance on navigating market volatility with composure and clarity. She offers practical steps and personal anecdotes to …
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Setbacks aren’t a possibility, they’re a promise. Things will break. People will disappoint. Plans will unravel. Yet we act surprised, as if hardship wasn’t part of the deal. But what if the real problem isn’t the setback itself, it’s believing it wasn’t coming? In this solo episode, I share the single most important mindset shift I’ve made since b…
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What if your biggest money challenge isn’t in your bank account - but in your mind? In this eye-opening episode, I sit down with the brilliant Sara Hobbs from Forecast Financial to unpack the emotional side of wealth - because let’s be honest, money is never just about dollars and cents. Sara Hobbs is a dedicated Personal CFO and Finance Profession…
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Ever wonder how to find a financial advisor who really 'gets' your business? Join us as we chat with Michael Pallozzi of HFM Investment Advisors about navigating the financial advisory landscape as a small business owner. Michael shares his practical wisdom on why the right advisor should understand both your business and personal goals, how to spo…
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Jesse explores insights from the Retirements and Perspectives study, which captures the experiences and expectations of individuals transitioning into retirement, especially those aged 50 to 75. With half of the participants recently retired and the other half preparing to retire within two years, the study offers a timely look at the "final glide …
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This episode features an in-depth conversation with Morgan Nichols and Kelly Bays, financial advisors at Ameriprise and co-authors of the new book "Intentional Legacy." The discussion explores how legacy isn't something you plan for at the end of life, but something you live every day through your financial decisions, family interactions, and the v…
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In this episode of our scenario series, I tackle a question from a financial advisor who is unsure how to connect with a potential referral source without risking their relationship. We explore the science behind referrals and why asking for them directly can sometimes shut down the very connections we hope to build. I’ll also share strategies to h…
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In this episode, Ray Sclafani discusses the common pitfalls of growth in advisory firms, emphasizing that not all growth is beneficial. He introduces the concept of the ensemble model, which promotes teamwork over individual heroics, and highlights the importance of technology as a supportive tool rather than a crutch. The episode concludes with a …
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In this episode of Charleston's Retirement Coach, Brandon Bowen discusses the importance of financial planning, especially in volatile markets. He shares his personal motivation for helping clients navigate retirement, emphasizing the need for a solid income plan and the challenges surrounding Social Security. The conversation also highlights the s…
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Ever wondered how retirement planning is like picking the perfect avocado? Certified Financial Planner Mike Douglas explores the balance between enjoying life now and saving for the future. It emphasizes the importance of making the most out of healthy years and not delaying gratification too much, while also ensuring financial security for later y…
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Coast FIRE is when you've front-loaded enough investments to simply coast to retirement without any further contributions. But with this stock market downturn as of late, is the idea of Coast FIRE dead? We'll share how our portfolio is holding up and discuss what to do to keep our Coast FIRE dreams alive. Second, we’re back with our Net Worth Win s…
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Don Power and his wife, Angie, founded Marriage and Family Works, a non-profit organization, after overcoming significant marital challenges, including infidelity. In this episode, Don shared his background of growing up in an abusive household and Angie's traumatic childhood. They developed a framework called "The Point of Impact" to help couples …
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In this episode of the NFL Players' Podcast by AWM Insights, host Riccardo Stewart is joined by Zach Miller, Jeff Locke, and Sam Acho to explore the various financial advising options available for NFL players. The team discusses the different types of financial advisors and the benefits of a family office tailored for athletes. This episode is a m…
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We always hear: progress over perfectionism. But how do we live this out? On this mini-pod, we break down how to defeat perfectionism with three words: do it anyway. Follow us on all our platforms: https://www.instagram.com/adamcobbshow/ https://www.tiktok.com/@adamcobbshow?_t=8pR1UznVvaM&_r=1 https://youtube.com/@adamcobbshow?si=-q3ie2jPBez-mTCJ T…
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Send us a text Analyzing a real client case reveals how proper business valuation prevented millions in estate tax liability for a family business succession plan. • Late 70s couple with three children (one running the family business) needed trust updates • Initial assumption: $6 million estate ($4M personal assets, $2M business) was non-taxable •…
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Business ownership begins with much more than spreadsheets and profit margins. Furthermore, it encompasses a deeply human experience filled with challenges, triumphs, and countless learning moments. Additionally, this episode of Numbers Know How explores what truly matters when steering your business ship through both calm and stormy waters. The Ca…
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Send us a text Predatory marriages target vulnerable seniors for financial gain, creating devastating consequences that override estate plans and disinherit children. Todd Whatley explores this emotionally charged, legally complex issue affecting an increasing number of families as our population ages. • Predatory marriage defined: when someone int…
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In this episode of The Influential Advisor podcast, host Paul interviews Erik Brenner, founder of Hilltop Wealth and Tax Solutions with 32 years of experience in wealth management. Erik discusses his innovative "Personal CFO" model that brings comprehensive financial services under one roof, including integrated tax planning and wealth management. …
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Hello and welcome to The Magellan Network Show. Today’s theme: To profit or not to profit?I was recently introduced to a veteran advisor—15 years in the business, independent, deeply committed to his clients. But when we looked under the hood, it became clear: he’s running a non-profit. Not by choice but by neglecting the business side of his pract…
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In this special episode of the Priyanka Shinde Podcast, we’re joined by Annie Tsai — a dynamic leader, early-stage investor, and Chief Operating Officer at Interact, a platform where over 450 million people have engaged through interactive quizzes. https://www.tryinteract.com/ With over 20 years of experience across four continents, Annie has built…
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Ever found yourself staring at your budget or bank account, thinking, “I don’t even know where to start”? In this episode, we’re talking about that stuck, overwhelmed feeling so many of us face when it comes to managing our money—and the surprising reason behind it. What if the issue isn’t that you don’t know what to do… but that you’re waiting for…
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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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In this inaugural episode of Deca Millionaire Decoded, host Justin Goodbread sets the stage for a transformative journey towards achieving a net worth of over $10 million. He shares his insights on the realities of success, emphasizing that true financial freedom is not just about accumulating wealth, but about building a scalable business that wor…
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As the weather warms up and everything starts to bloom, it’s the perfect time to clear out the clutter. Not just in your closet, but in your finances too. In this episode, Austin, Josh, and Jordan walk you through a five-step financial spring-cleaning checklist. You’ll learn: What to ditch from your monthly budget How to refocus your short, mid, an…
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When it comes to business, the goal isn’t just a big exit—it’s about building something so empowering that staying in or stepping away both feel like exciting options. In this episode, Jaryd Krause is joined by Raleigh Williams, a former Mergers & Acquisitions lawyer turned successful entrepreneur. Raleigh left his law career after just nine months…
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What if AI could save you an extra 8–10 hours a week? I’m talking about actual time back. Without adding headcount or overhauling your process. That’s what today’s guest, Steven Latow, is helping advisors do. He’s the VP of Operations at Zocks, an AI assistant built specifically for financial advisors. But Zocks isn’t just a note-taker. It automate…
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Sarah Adkins, owner of Big Shark Marketing, discusses the evolution of digital marketing strategies, emphasizing the importance of adapting to AI-powered search and creating high-quality, authoritative content. She highlights the challenges businesses face in keeping up with marketing trends and offers advice on optimizing websites, utilizing AI to…
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In this episode of the Financial Planner Life podcast, host Sam Oakes sits down with Jay Dhaliwal, Chartered Financial Planner at Chase de Vere, to talk about her inspiring career journey. Jay shares how facing rejection twice for financial planner roles early in her career didn’t stop her - it fueled her. Already working as a paraplanner, she used…
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Welcome to the first episode of our new Scenario Series, where I address real-life questions and situations that you, my listeners, encounter on your referral journey. Have you ever wondered why you’re not receiving referrals from your clients’ friends and colleagues? I’ll break down how to approach this scenario and gather the information you need…
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