Best Osaic Podcasts (2025)

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

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1d ago24:08

24:08

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

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Weekly Market Impact: July 14 28:27

1d ago28:27

28:27

This week, Phil provides insights into the evolving tariff situation, the subsequent impact on inflation expectations and the broadening of stock market winners.

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Overcoming Recency Bias in Your Investment Decisions 8:59

2d ago8:59

8:59

In this episode, Trevor Lawson delves into recency bias, a cognitive bias where individuals overemphasize recent experiences, even if they aren't the most relevant. He provides relatable examples, such as the perception of current mortgage rates as astronomically high due to recent historical lows , and the tendency to invest heavily in sectors tha…

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Weekly Market Impact: July 7 33:31

8d ago33:31

33:31

This week, Phil gives an update how markets finished for the second quarter, the effects of the Big Beautiful Bill, and the most recent discussions on tariffs.

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Beware High Watermark Thinking: Understanding Cognitive Biases in Investing 8:12

9d ago8:12

8:12

In this episode, Trevor Lawson begins a multi-part series on cognitive biases, focusing on how they impact investment decisions. Drawing from an article by Signature Investment Advisors, Trevor introduces "high watermark thinking," where investors use their portfolio's highest value as a mental reference point, making market dips feel like losses e…

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A Farewell to Sharla Jessop 18:47

14d ago18:47

18:47

Thank you for joining me today. I’m James Derrick, President of Smedley Financial Services. Joining me today will be Sharla Jessop. After helping so many of you prepare and transition into retirement, we have the honor of celebrating Sharla’s career with one final interview.

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

15d ago23:01

23:01

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

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Weekly Market Impact: June 30 30:57

15d ago30:57

30:57

This week, Phil reviews the second quarter market performance, highlighting key market trends and essential data points to monitor.

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The Investor's Triangle: Balancing Growth, Liquidity, and Safety 5:08

16d ago5:08

5:08

In this episode, host Trevor Lawson introduces "The Investor's Triangle," a framework for understanding different investment products. He explains that investments can offer two of three key benefits: liquidity, growth, and safety, but never all three simultaneously. Trevor illustrates this concept with examples like stocks, which provide growth an…

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Weekly Market Impact: June 23 28:46

22d ago28:46

28:46

This week, Phil is joined by Matt Crosby from Ladenburg Research to discuss the unknown strength of the US labor market and the latest implications of geopolitics on US markets.

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The Wise Investor 24:06

26d ago24:06

24:06

Ever wondered what the wise #investors already know? In this episode of #MoneyGuidewithMarySterk, we share some wisdom of the ages surrounding #investing and #saving.#risk #moneymarket #savingsaccount #financialplanner #timehorizon #modernportfolio #emergencyfund #downpayment #income #jobloss #workplaceretirement #401k #rothira #retirement #fiveyea…

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The 10 Commandments of Retirement 25:46

26d ago25:46

25:46

When it comes right down to it, #retirementplanning follows some basic fundamental principles. In this episode of #MoneyGuidewithMarySterk, we detail out 10 #commandments of #retirement.#ruleofthirds #debt #tencommandments #savings #taxes #taxbracket #investments #ROTHIRA #municipalbonds #401k #cobra #healthcare #healthinsurance #medicare #income #…

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Is $1Million Enough To Retire On? 23:34

26d ago23:34

23:34

So you have 1 Million Dollars - but does that mean you can #retire? In this episode of #MoneyGuidewithMarySterk, we share important strategies to make sure your million doesn’t run out too soon.#austinpowers #retirement #montecarlosimulation #fourpercentrule #retirementplanning #sequenceofreturnsrisk #downmarket #chrysler #corvette #squaredancing #…

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Embracing Authenticity and Storytelling: Insights from Independence Amplified 42:27

29d ago42:27

42:27

In the latest episode of "Independence Amplified," host Rita Robbins engages in an enlightening conversation with Susan, the Chief Marketing and Experience Officer at FMG Suites. This thought-provoking discussion delves into the importance of authenticity in marketing, career trajectories in financial services, and how technology shapes the future …

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Weekly Market Impact: June 16 32:02

29d ago32:02

32:02

This week, Phil talks about how to avoid having politics and geopolitics impact your portfolio.

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Handling Life Events with Technology 24:27

30d ago24:27

24:27

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

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Planning for Your Future: A Look into Continuing Care Retirement Communities 11:16

30d ago11:16

11:16

In this episode, host Trevor Lawson rounds out the series on long-term care planning by discussing Continuing Care Retirement Communities (CCRCs), also known as "life plan communities." Trevor explains what CCRCs are, why they are growing in popularity, and provides 10 key questions to consider when touring a facility, such as financial strength, s…

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Weekly Market Impact: June 9 25:46

1M ago25:46

25:46

Why are markets climbing the wall of worry? Listen in this week as Phil goes over the facts versus the headlines.

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Paying for Long-Term Care: Smart Strategies to Protect Your Retirement 11:11

1M ago11:11

11:11

In the final installment of this three-part series on long-term care, host Trevor Lawson dives into the practical side of planning: how to pay for it. From understanding the limitations of Medicare and Medicaid to evaluating self-funding, long-term care insurance, and hybrid solutions, this episode offers a clear breakdown of your options. Learn ho…

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MONEY IN A MINUTE Investing in Your 40s 1:00

1M ago1:00

1:00

Your 40s are a very important time in your financial journey, where you want to make sure your #investments are on track for your long-term goals. One important tip to keep in mind is to not let your #emotions drive your #investment decisions. While it might be tempting to jump on the latest #trend or let fear guide you during a downturn, it's impo…

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MONEY IN A MINUTE Why Do You Need a Will? 0:47

1M ago0:47

0:47

Without a will, your #estate may be subject to state laws, which can result in your #assets being distributed in a way that you did not intend. A will can also help avoid ugly family disputes and potential legal issues. #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth …

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MONEY IN A MINUTE Investing in Times of Uncertainty 0:59

1M ago0:59

0:59

Investing mistakes compound in times of #marketvolatility, and people frequently make uneducated decisions about #investment choices. #WarrenBuffet has always cautioned against investing in businesses that you don't understand. You need to understand the #risk and the reward potential. You need to understand the #fees and expenses of the investment…

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Savings Accounts Don’t Make Cents 16:01

1M ago16:01

16:01

Yields on many savings accounts are up, but if you have a significant amount of money sitting in your checking account, you may need to make a change. I’m James Derrick, and today we will explore how much “cents” there is in savings with Jordan Hadfield.

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Weekly Market Impact: June 2 39:21

1M ago39:21

39:21

This week, Phil has special guest David Vaughn, CIO of Global Strategies from ClariVest to discuss behavioral finance, its impact on investing and so much more.

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Long-Term Care Expenses: What to Expect and How to Plan 6:44

1M ago6:44

6:44

How much will long-term care really cost—and how can you prepare for it? In part two of his long-term care planning series, host Trevor Lawson breaks down the rising costs of long-term care using data from the Genworth Cost of Care Survey. From in-home care to assisted living and nursing facilities, Trevor walks through current national averages an…

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Using All of Your CRM for the Good 10:41

2M ago10:41

10:41

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

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What Education, Positivity, & Resilience Can Do for You & Your Clients 35:21

2M ago35:21

35:21

Rita Robbins is in conversation with Randy Briedbart. Randy is the Founder, Portfolio Manager, and Wealth Advisor at Park Avenue Financial Advisors. Randy shares his expertise journey from law school to financial services, and the value of education, resilience, and an unwavering mindset of positivity.…

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Are You Using the Five Power Principles for Building Success? 42:27

2M ago42:27

42:27

Rita Robbins is in conversation with Theresa Gralinski, head of the Advisor Advancement Institute at New York Life Investments. Theresa shares the actionable research findings on the five actionable power principles advisors can implement today to build a growth mindset and a culture of success for their businesses. Download the complimentary toolk…

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Weekly Market Impact: May 27 30:29

2M ago30:29

30:29

This week, Phil is joined by Ben Dennis, CFA from the Ladenburg research team, to discuss Gold as an asset class and an update on markets.

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What Is Long-Term Care and Why is It Important? 9:53

2M ago9:53

9:53

What exactly is long-term care—and why should it be a critical part of your retirement plan? In this first episode of a special three-part series, host Trevor Lawson breaks down the essentials of long-term care using insights from Genworth’s educational resources. Trevor explains what qualifies as long-term care, who it impacts, why it’s increasing…

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6 Accounts Everyone Should Have 24:01

2M ago24:01

24:01

There are certain accounts that contribute to a person's #financial success. In this episode of #MoneyGuidewithMarySterk, we discuss the 6 #accounts everyone should have.#FDIC #checkingaccount #checksandbalances #bills #personalfinance #budget #emergencyfund #savingsaccount #expenses #creditcards #credit #creditscore #creditlimit #identitytheft #re…

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Savvy Ways to Use Your HSA 24:16

2M ago24:16

24:16

Ever wonder what the best way to use your #HSA is? In this episode of #MoneyGuidewithMarySterk, we cover the must-know details surrounding when and how to best use your #healthsavingsaccount.#savingsaccount #healthinsurance #deductible #healthcare #expenses #incometax #taxcode #prescription #lasik #dentalcare #teethwhitening #braces #extraction #he…

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Weekly Market Impact: May 19 30:46

2M ago30:46

30:46

This week, Phil discusses the implications of the US debt downgrade, last week's rally in stocks and the latest update on inflation.

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Living Inheritance: Pros, Cons, and What to Consider 10:36

2M ago10:36

10:36

Should you give your children part of their inheritance while you’re still alive? In this episode of Retirement With/On Purpose, host Trevor Lawson explores the concept of a living inheritance—what it means, how it works, and whether it might be right for your family. Drawing from an article, Pros and Cons of a Living Inheritance by Randy Fox, and …

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

2M ago22:57

22:57

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

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Weekly Market Impact: May 12 28:35

2M ago28:35

28:35

Markets up on the year? This week, Phil discusses US trade agreements with the UK and China and the positive impact on equity markets.

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5 Estate Planning Steps to Make Life Easier for Your Heirs 11:58

2M ago11:58

11:58

What can you do now to make your estate plan simpler—and easier—for your heirs to manage later? In this episode of Retirement With/On Purpose, host Trevor Lawson shares five practical estate planning tips inspired by a recent Wall Street Journal article. From keeping documents updated and addressing digital assets, to assigning sentimental personal…

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MONEY IN A MINUTE Investing in Your 30s 1:00

2M ago1:00

1:00

By the time you’re in your 30s, many of us have started our careers, and perhaps even started families. This is also the time to think ahead and plan for the future. Here are some steps to make the most of your #investments. #financialplan #debt #emergencyfund #retirement #credit #moneyinaminute #forbes #financialplanner #investing #fiduciary #weal…

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The Tide is Changing 13:28

2M ago13:28

13:28

It seems the new administration is making good on its promise for big changes. I’m Sharla Jessop, President of Smedley Financial. And today my guest, James Derrick, will share his perspective on how some of the changes will impact investors.

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Moms & Money 25:38

2M ago25:38

25:38

#MothersDay gives us a chance to celebrate our #moms and consider the fine #financiallessons they have taught us. In this episode of #MoneyGuidewithMarySterk, we share some of the great lessons we learned from our #Mothers, and some of the things we felt were most valuable to pass down to our own children.#repurposing #garagesales #macdonalds #barg…

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Must-Know Tips If You Have a $500,000+ Portfolio 24:26

2M ago24:26

24:26

Have a $500,000 + portfolio? In this episode of #MoneyGuidewithMarySterk, we share some must-know tips that you won't want to miss!#portfolio #taxes #RothIRA #taxlossharvesting #ETF #capitalgains #investments #liquidity #accreditedinvestors #sequenceofreturns #risk Feat Mary Sterk & Kelsey BankeySubscribe to the “Money Guide with Mary Sterk” podcas…