A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com
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Financial Advisors Podcasts
Matching real people, asking real questions about their money, with experienced Financial Advisors. You’ll hear answers to important questions like: Is now the right time to buy a house? What to do if your business fails? How should I be saving to cover the cost of college? How much do I really need to retire and am I on track? Join us as our guests share their stories around life's major moments. And hear the difference a conversation can make. Hosted by Morgan Stanley Wealth Management’s J ...
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Named the Best Personal Finance Podcast by Bankrate.com and Kiplinger, The Stacking Benjamins Show features a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG ...
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The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
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Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
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Welcome to The Breakthrough Advisor Podcast. In this podcast we inspire advisors with ideas and pathways to break through barriers and build a thriving retirement income business.
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Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
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A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
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Money Maximising Advisors Limited, a trusted financial consultancy firm, operates in Galway, Dublin, Cork, Kildare, and Limerick. Our expert advisors offer personalized financial solutions to help you achieve your wealth and investment goals. Let us guide you towards financial success with our proven strategies and tailored advice.
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Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question you want us to answer on the show? Head to Jillonmoney.com and click the "Conta ...
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The Advisor's Fuel Podcast with Adam Koos, where high performing Financial Planners and Wealth Advisors discover proven processes and actual strategies to elevate their client experience, grow their businesses faster and achieve unprecedented success. Brought to you Adrenaline Advisor Consulting at https://adrenalineadvisor.com/
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NerdWallet’s trusted finance journalists answer real-world money questions to help you make smarter financial decisions with confidence. Each episode dives deep into topics like budgeting, saving, investing, home buying, and credit cards, cutting through misinformation to bring you clear, actionable advice backed by thorough research. By the end of every episode, you’ll have the latest financial insights and the tools you’ll need to manage your money wisely, build wealth, and plan for life’s ...
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Financial talk radio veteran, Don McDonald and former host of Serious Money on PBS, Tom Cock, join forces to talk about real money issues. In each episode, they solve real money problems, dole out real investing (not speculating) advice, and really explain the financial issues that effect all of us. Plus, it's actually fun! Talking Real Money is a podcast designed to provide the real help we all need to enjoy a really great future. Call in with your questions anytime at 855-935-TALK (8255).
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A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.
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Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.
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Investment Insights You've Never Heard
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Making fun of finance. A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). "Best Retirement Podcast With Humor" (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer your money questions and spitball on your 401k, IRA, Roth conversions a ...
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Listen to how ordinary people built extraordinary wealth - and how you can too. You’ll learn how millionaires live on less than they make, avoid debt, invest, are disciplined and responsible! Featuring hosts from the Ramsey Network: Dave Ramsey, Ken Coleman, Rachel Cruze, George Kamel, Jade Warshaw, and Dr. John Delony.
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Invest for a Sustainable Future
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Financial Industry show for industry professional, plan sponsors and 401k nerds. (Formally known as Retireholiks)
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Providing insights and interviews from industry leaders to help financial advisors create quantum growth.
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A listener-driven radio show aired on WNIS AM790. Objective, unbiased financial advice on all personal financial planning matters delivered by CERTIFIED FINANCIAL PLANNERS™.
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Insights on investing, legacy, and the life well-lived from Andrew Flattery and Flattery Wealth Management, LLC. www.gentlemanspeculator.com
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The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
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Invest for a Sustainable Future
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A free financial markets podcast hosted weekly by Independent Registered Investment Advisors Mark McEvily & Matt Jessup. Mark & Matt discuss their perspective on stocks, trade-able securities, the economy and financial planning. All commentary on this podcast is objective and independent. Mark & Matt strive to make sense of the challenging world of finance by providing understandable commentary to the general public. Mark and Matt are Managing Partners at Jessup Wealth Management. Address: 3 ...
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Straight talk about retirement, investments and your money. The Get Ready for the Future Show is Arkansas’ longest running and most listened to financial talk show.
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Podcast by SYM Financial Advisors
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The Momentum Advisors centers on personal financial advice, information on entrepreneurship and insight into how you can build a successful financial legacy for yourself––and your community. Allan & Andrea spend their days advising listeners on how to build and manage their wealth. Find them at Momentum-Advisors.com.
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This podcast is for financial advisors who want to build resilience in their business and personal life. Each episode brings the best ideas, systems and strategies of the industries top performers. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business. Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and ot ...
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Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
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Many of us are seeking ways to create fulfillment and get better throughout our journey in life. From personal finances to personal development, our conversations are infused with honesty, transparency, and a dash of humor. Hosted by John Kennedy, CFP®, Matthew Marcoux, CFP® and TheRichB. © 2024 CandorPath Financial. All Rights Reserved. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). CandorPath ...
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A bite sized discussion on timely financial news and investment topics, to help you maximize your net worth and wealth for the next generation with Justin Dyer and Mena Hanna of AWM Capital.
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Insights on the Financial Services industry from former Financial Advisor and CFP Garrett Layell. Learn more about what’s going on in the industry and how to fine tune your practice and maximize the enterprise value and growth potential of your practice.
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Financial Forecast is a show that covers every aspect of financial wellness. It's hosted by Lindsi Wilson and features Financial Expert, Byron Armstrong. From the basics, to tax preparation, to budgeting and investments, we cover it all. We want you to feel prepared and comfortable making the most of your money. Contact Byron for financial guidance at [email protected] or (210) 557-8239
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Welcome to The Gray Divorce Podcast. Join Divorce Financial Advisor and Retirement Planning Counsellor Andrew Hatherley and guest experts as they help late life divorcees build the financial foundation for a meaningful life after divorce. There is life after divorce!
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Thoughts and interviews from the financial advice industry!
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Bite-sized financial and retirement planning guidance from David Dickens in Kansas City of CreativeOne Advisors Group. David Dickens is the President of CreativeOne Advisors Group and is a Chartered Financial Analyst (CFA®). He has more than 35 years of experience in the investment business. Any references to KC Financial Advisors should now be understood as referring to CreativeOne Advisors Group. Investment advisory services are offered through CreativeOne Wealth, LLC, a Registered Investm ...
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The Diamond Podcast for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
20300
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
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Trust. Respect. Results (847) 749-2295 / [email protected]
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Financial and retirement planning guidance from pilot and financial advisor Ryan Fleming. The show will help you figure out how to take your financial plan from takeoff to landing with smooth sailing along the journey. We’ll teach both pilots and non-pilots what it takes to have a successful financial future. The Pilot’s Advisor Podcast® will answer your questions about 401(k)s, IRAs, taxes in retirement, long term care needs and much more.
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This is the podcast version of The Financial Beat Radio Show with Logan Sadler. Listen each week for financial education and a financial advisor's perspective on the ever-changing retirement planning landscape. Logan Sadler is the Vice President and Chief Investment Officer at Ruggieri Financial, serving Southern California with offices in Hemet and Redlands. Contact www.ruggierifinancial.com or 951-652-1544 if you have any questions for Logan and the team.
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7 Figure Advisor” is the go‑to podcast for driven financial advisors on their seven-figure journey who don’t want to compromise their family or their health. Hosted by Nick Davies, each episode explores the essential pillars of sustainable growth: proven strategies for scaling your business, leadership and team‑building best practices, and operational insights. You’ll also gain the mindset shifts that fuel long‑term success. With practical frameworks, real‑world examples, and actionable tact ...
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Welcome to the AJ Osborne Podcast. Twice a month, I’ll sit down with guests or fly solo to share incredible stories, give my take on today’s economy, and show you how to build wealth the right way. We bring high-value guests - solely for the purpose of long-form, high-impact discussions. By working together, we can build a better future for ourselves and our families. Find our video podcast on YouTube: https://www.youtube.com/playlist?list=PLoaCszL7eN9T7EixaJgL49WTLsT-CWLD1
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Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients
Dr. Vicki Rackner
028
Helping financial advisors accelerate their practice growth by attracting, engaging and serving more doctor clients.
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Step into the world of law with host Niraj Chhabra as he engages in conversations with accomplished attorneys from diverse legal backgrounds. In this podcast series, we aim to inspire and enlighten the legal community by uncovering the remarkable stories and achievements of these legal professionals. Gain exclusive insights into their work both inside and outside the courtroom, discovering the profound impact they make in the field of law.
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How to generate leads and market your financial services business. Alex Curtis from The Lead Engine interviews industry experts and marketing professionals to discuss how you can get more leads that create more business.
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Weekly market insights and commentary on some of today’s most pressing topics from Bedell Frazier Investment Counselling - a Bay Area Registered Investment Advisor specializing in investment management and financial planning.
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No jargon, no judgment — MoneyWatch is your no-nonsense guide to taking control of your finances. Join CBS News Business Analyst and Certified Financial Planner Jill Schlesinger and co-host Mark Talercio, CFP as they break down money matters in a way that actually makes sense. Feeling overwhelmed by financial decisions like tackling debt or planning for retirement? You're in the right place! Each episode, Jill and Mark go back to basics, diving into the financial topics you might be too emba ...
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Holding Back From Hiring Associate Advisors Out Of Fear They're Just Going To Move On: Kitces & Carl Ep 179
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In the 179th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the common angst advisors feel about the idea of their associate advisors eventually leaving to build teams of their own. For full show notes, see kitces.com and thesocietyofadvice.com.
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The Future of Prospecting: How AI Is Powering the Next Era of Advisor Growth
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With Eden Ovadia, Co-Founder of FINNY Overview FINNY Co-Founder Eden Ovadia shares how AI is transforming advisor prospecting: automating outreach, matching advisors with ideal clients, and freeing time for deeper human connection. A forward-looking conversation on what growth will look like in the next era of wealth management. Watch… Listen in… >…
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Ep 467: Crafting Effective Conversations To Build Business Development Rapport With Prospects with Derek Kinney
1:29:59
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A key part of converting a contact or prospect into a client is an advisor's ability to explain what they offer and to show how they're the right person to solve their pain points. This episode explores how leading with empathy, asking the right questions, and storytelling can help financial advisors turn curiosity into client commitment. Derek Kin…
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What Most Financial Advisors Get Wrong About Work-Life Balance
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In this episode, Nick introduces the Diamond of Success framework—a powerful lens for building a seven-figure advisory business without sacrificing family and health. He breaks down the four critical areas that shape your life: business, relationships, health, and contribution. Most advisors achieve early success by running hard and doing more than…
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Which CRM Should Financial Advisors Choose?
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Show highlights include: -AI note-takers and why 2025 is shaping up to be “the year of the note taker”. -How advisors are using automation to reclaim time and improve meeting quality. -Why organic growth is becoming a top priority for billion-dollar RIAs. -The true indicators that it’s time to outgrow an entry-level CRM. -How disconnected systems c…
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My Financial Advisor Told Us To Take Out A HELOC
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💵 Sign up for EveryDollar today - Create a free Budget! Listen to how ordinary people built extraordinary wealth - and how you can, too. You’ll learn how millionaires live on less than they make, avoid debt, invest, and are disciplined and responsible! Next Steps: 💰Need help with your investments? Connect with a SmartVestor Pro: (…
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AI for Financial Advisors: How to Attract More Doctor Clients in 2026
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Are you already using AI in your business? This week's guest, Lisa Larter says, "AI literacy is the most important thing any human being on the planet can learn right now." Lisa describes how AI can help you transform your business results. Want to increase your own AI literacy? Click here to register for Lisa's Marketing Meets AI Intensive. It’s a…
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"Trend Following, Market Volatility, and Portfolio Strategy: Meb Faber's Guide for Financial Advisors"
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In this episode, Adam sits down with Cambria CIO and renowned researcher Meb Faber for a candid, high-impact conversation on what advisors consistently misunderstand about markets. They dig into trend following, global diversification, performance chasing, drawdowns, investor behavior, and the uncomfortable truths that shape real-world outcomes for…
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Advisors, AI, and the Art of Asking Better Questions with Ray Kelly
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We are back with another episode of Quantum Growth for Financial Advisors to bring back Ray Kelly to the show! On this episode, we give our Quantum Growth listeners insights from Ray Kelly on another powerful FASS (Financial Advisor Success Syndicate) session—this one centered around the evolving intersection of technology and humanity within finan…
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The Team Based Approach for Independent Financial Advisors
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Managing Partner James Costabile & Ira Krulik discuss the collaborative approach taken by ICG Next to create a more efficient workflow for Independent Financial Advisors. Learn More Talk to Garrett: Call: 919-561-2436 Email: [email protected] Schedule Meeting: Meeting Link: Firms Meeting Link: Advisors…
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Alternative Investments: Diversifying Beyond Stocks and Bonds Introduction In today’s financial environment, stock markets are reaching all-time highs, and interest rates are on a downward trend. This combination creates a challenging situation for investors relying on traditional income-generating assets like stocks, bonds, and CDs. With stock pri…
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Bree Herman: Bringing Financial Clarity to Growing Law Firms
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Send us a text Bree Herman didn’t set out to specialize in legal accounting, but a childhood spent learning how to “find the missing penny” sparked a passion that eventually led her to launch Herman Ledger Services, a boutique firm supporting solo and small law practices with bookkeeping, trust accounting, Clio and QuickBooks integrations, and frac…
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If you’re nearing retirement and uneasy about the math, you’re not alone. Don and Tom tackle the uncomfortable reality that most near-retirees haven’t actually run the numbers—and many won’t like what they see when they do. Drawing on Vanguard data and real-world client experience, they break down three practical ways to shrink a retirement gap: wo…
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From $140M to $3B: How Manish Khatta Built Potomac Through Focus, Risk, and Relentless Execution
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Manish Khatta took over Potomac in 2017 with a $3M SBA loan, two young kids, and a firm that soon dropped from $185M to $140M in assets. Today, Potomac manages more than $3B. In this episode of The Advisor Journey, Manish shares the real story behind that growth — the bets he made, the setbacks he fought through, and the discipline that shaped his …
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Show highlights include: -Why client experience and technology will be the primary differentiators for advisors in 2026. -What a true CRM “health check” looks like and why clean data is the foundation of everything. -How workflow automation and AI note-takers are reducing friction and reclaiming advisor time. -The tradeoffs between all-in-one platf…
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I Transferred My 401(k) Into an Annuity—What Should I Do Now?
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💵 Sign up for EveryDollar today - Create a free Budget! Listen to how ordinary people built extraordinary wealth - and how you can, too. You’ll learn how millionaires live on less than they make, avoid debt, invest, and are disciplined and responsible! Next Steps: 💰Need help with your investments? Connect with a SmartVestor Pro: (…
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12.15.25 Protect Your Retirement Accounts / Electronic Medical Records
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In this episode - Brokerage accounts lack legal protection. Clark explains how criminals have figured out how to target brokerage and retirement accounts, and 2 steps you can take to protect your invested life’s savings. Plus - More doctor’s offices are moving to digital paperwork, but patient uptake is surprisingly low. Know the advantages of havi…
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We recently met with a client family who was surprised to learn that they had become millionaires. Their ascension was not based on some singular great investment, but a series of tiny habits like avoiding credit spending, maxing out their 401ks every year, and not taking loans or withdrawals. The book Atomic Habits™ is about getting 1% better each…
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2025’s Money Year in Review and Travel Card Moves To Make Now
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Hear how 2025 money news hit your wallet and whether your travel cards are really pulling their weight. How did 2025’s biggest money stories actually affect your wallet? How can you decide if your pricey travel credit cards are still worth it? Hosts Sean Pyles and Elizabeth Ayoola recap the year in finance news to help you understand what the stori…
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I'm a widow at 61 and have twin 17 year olds heading to college next year. I would like to retire in two years, but want to make sure that I have enough saved for retirement and college for the kids. Have a money question? Email us here…
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The Fire Safety Steps You're Skipping (Plus: What the World Worries About in Retirement) SB1774
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Some episodes help you protect your money. Some help you protect everything your money makes possible. This episode does both. Joe Saul-Sehy and OG welcome fire safety expert Steve Kerber from UL's Fire Safety Research Institutes, who delivers simple, practical, "do this today" steps that dramatically increase your home's safety. From upgrading out…
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Our Brains want to make quick decisions. Great for running from a saber tooth tiger; not so great for money management. Learn why and what to do about it. AnalystKit.com Mixing AI with tried-and-true calculations, to find you find the best stocks in a single click!By iDd
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I'm 39 years old and feeling very late to the game in terms of saving for retirement. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter…
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"I’m 66 and still mostly invested in stocks. Should I start shifting into bonds now that I’m retired, or is that old-school thinking?" We're answering YOUR questions on this week's Get Ready For The Future Show! We don’t have kids and want to leave part of our estate to our church and a few nonprofits. What’s the best way to do that while minimizin…
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A retirement blueprint can be a helpful way to think about the different areas that shape life in later years. This video looks at several pillars people commonly use to organize their thoughts, such as daily lifestyle considerations, financial structure, personal priorities, and long-term planning habits. Each pillar is presented as a lens for und…
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Caring for an Ex — Finding Compassion After Divorce with Elizabeth Verwey
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Would you help your ex if they needed you? In Episode 83, Andrew chats with Elizabeth Verwey, author of Brave New Endings: True Stories of Caring for an Ex, to discuss how people show care for former partners through illness, aging, and life’s unexpected challenges. Thanks for listening! We'd be very grateful if you'd subscribe to the podcast and g…
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Knowing that I'm a bit of a worrier and always feeling a little anxious, it seems now would be a good time for a financial gut check. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to J…
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It wasn’t Nvidia that saved the rally in November. It was the Fed. What was looking like a remote chance of a December rate cut, with a mere 30% probability 4 weeks ago, the central bank switched gears and lowered borrowing costs again this week. There has been much debate about this within the Fed’s Open Market Committee. They’re the ones who vote…
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A holiday-flavored Friday Q&A that covers a lot of ground without selling a single candy cane. Don answers listener questions on Medicare vs. Medicare Advantage (and the IRMAA buzzsaw), how to safely reposition an elderly parent’s taxable account, whether to ditch target-date funds for a DIY equity portfolio, how to think about international small-…
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The Digital Shift Advisors Can’t Ignore with David Anderson (Ep. 87)
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Most advisors know they need a stronger digital presence, but the landscape can feel overwhelming. David Anderson breaks it down into practical steps any advisor can take to build trust online without getting tangled in compliance challenges. In this episode, Randy Yost and David Anderson, Director of Digital Marketing and Analytics at Simplicity G…
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Fastest Four: Social Security Doesn't Signal Retirement
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A new report just revealed something surprising about retirement: claiming Social Security doesn’t actually mean people stop working. In fact, 40% of Americans work after they claim benefits, and many continue for years. So what does that mean for your retirement strategy — and your long-term financial independence?…
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Our House Burned Down—Should We Use Retirement to Rebuild?
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💵 Sign up for EveryDollar today - Create a free Budget! Listen to how ordinary people built extraordinary wealth - and how you can, too. You’ll learn how millionaires live on less than they make, avoid debt, invest, and are disciplined and responsible! Next Steps: 💰Need help with your investments? Connect with a SmartVestor Pro: (…
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1
Why Betting Against Nvidia in the AI Arms Race Could Be a Mistake
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A shift in mindset can help investors cope with market uncertainty. 2025 was a case study in the futility of trying to predict the market. Wall Street had lofty expectations for stocks entering the year. Then the tariff shock in April rattled the markets and many firms lowered their annual stock forecasts in response. They later raised them—after s…
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12.12.25 Clark Answers His Critics on Clark Stinks / Retirement Planning 2026
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Friday - Clark Stinks day! Christa shares Clark Stinks posts with Clark. Submit yours at Clark.com/ClarkStinks. Also in today’s episode: Take it to the limit - the new retirement account limits. Clark has updates and advice to enhance your retirement saving strategy. Clark Stinks: Segments 1 & 2 Retirement Planning 2026: Segment 3 Ask Clark: Segmen…
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I'm in the middle of a messy divorce, once the dust settles, how do I get my financial life back on track? Have a money question? Email us here…
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Does More Money Actually Make Life Easier? (Spoiler: Not Really) SB1773
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Does more money make life easier, or does it just give you more expensive problems to solve? Most people assume that once they start earning more, their financial life will finally calm down and organize itself. Then they get the raise or the promotion or the business success, and somehow things feel just as chaotic as before, just with bigger numb…
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Unlocking the Potential of Your Home: Equity Release Mortgages & Loans Explained for Irish Homeowners and Investors
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Learn More:- https://mmadvisors.ie/unlocking-the-potential-of-your-home-equity-release-mortgages-loans-explained-for-irish-homeowners-and-investors/By MoneyMaximisingAdvisors
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Today, we'll cover some different mental blocks that affect people in their financial planning. Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526
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Today’s show turns a national mood ring into a money lesson. Don and Tom walk through a new Wall Street Journal/NORC survey that sorts Americans into four emotional quadrants—comfortable optimists, comfortable pessimists, stressed optimists, and stressed pessimists. Tom takes the quiz live, landing squarely where most Americans do: personally comfo…
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The Independent Advisors Podcast Episode 330: The High Cost of Sitting Out the Market
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If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good f…
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Financial Planning Moves to Make Before Year End - Part II
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Get your money ready for the new year with this special year-end checklist episode. We’ll walk through the key moves to think about before December 31—like tidying up your investments, checking on taxes, and making smart retirement contributions. You’ll also hear ideas for reviewing benefits, insurance, and your “big picture” plan so you start 2026…
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Choosing a Life That Feels Alive: Khe Hy on Clarity, Courage, and Building Work You Believe In
37:53
37:53
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Khe Hy spent 15 years rising through the ranks on Wall Street, eventually becoming one of BlackRock’s youngest managing directors. Then he walked away. In this episode of The Advisor Journey, Khe shares how he traded a high-status career for a life aligned with his values. He talks about the immigrant work ethic that shaped him, the internal voice …
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Together, they explore practical decision points advisors should consider: • The real implications of the $100M AUM threshold and the trade-offs between state and SEC registration • When it may make sense to stay with an independent broker-dealer - especially if more than 20% of your revenue is still commission-based • Why some RIAs are now “breaki…
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Global Value Cycles, Home-Country Bias & the Discipline Behind 'Good Losses': Part 2 with Meb Faber
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38:39
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In Part 2 of Adam's conversation with Cambria CIO and researcher Meb Faber, they dig into the realities of global investing, why home-country bias hurts more portfolios than advisors realize, and how disciplined rules can turn "losses" into part of a long-term edge. They also discuss value cycles, trend signals, real assets, and why diversification…
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Buy-to-Let Mortgage Rates vs SPV Mortgage Rates in Ireland: A Complete Comparison
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Learn More:- https://mmadvisors.ie/buy-to-let-mortgage-rates-vs-spv-mortgage-rates-in-ireland-a-complete-comparison/By MoneyMaximisingAdvisors
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Why Better Questions Build Better Retirements
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✈️ Retire Pilots the Right Way! 🎁 Grab your FREE Retirement Toolkit now → https://d74164fb.pages.infusionsoft.net/ Most people think the key to better retirement planning is getting better answers, but Ryan argues it really starts with asking better questions. In this episode, he talks about how reframing the basics leads to clearer thinking, bette…
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Strengthen Your 2026 Financial Plan and Optimize TSP and 403(b) Accounts for Heirs
26:18
26:18
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Learn how to prepare your money for 2026 and invest retirement savings you hope to leave to your family. How do Americans feel about their money heading into 2026? How should you invest retirement accounts you don’t plan to spend so your family can benefit later? The Nerds discuss how to invest a seven‑figure nest egg in workplace retirement plans …
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After getting burned during the financial crisis, I'm starting to worry that we're saving our money in the wrong places. Have a money question? Email us here…
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Don and Tom take a sharp look at Vanguard’s surprising new direction, especially the decision to fold annuities into 401(k) target-date funds through lightly regulated collective trusts. They contrast Vanguard’s historical simplicity with today’s trend toward complexity, comparing costs, structure, and risk across major providers. Listeners call in…
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Do Retiring Baby Boomers Actually Move Markets? And How Much Do Demographics Really Matter
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23:11
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As Baby Boomers continue to retire, some analysts expect financial markets to feel the strain. We examine whether demographic shifts truly shape stock and bond returns, or what other factors matter more. Topics covered include: Will retiring baby boomers lead to lower stock prices or higher interest rates Some earlier demographic predictions and ho…
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