Best Advisors Asset Management Inc Podcasts (2025)

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1% Better Every Day, with Founder & Managing Partner Chip Kispert 27:30

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2d ago27:30

27:30

Osaic's Mark Matheny interviews the Founder & Managing Partner of Beacon Strategies, Chip Kispert, who shares the importance of transformation, trust and technology in financial businesses. Chip also talks about the need for improving your data quality so that the integration of artificial intelligence (AI) is effective and accurate. Learn also abo…

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Sustainable Investing Focused Session – Episode 7 3:30

1d ago3:30

3:30

Unlock the Value of ESG: Sustainable Real Estate Investing Explained Discover the secret behind real estate assets that attract premium tenants, favorable financing, and faster exit opportunities. In this episode, hosts Addy Saeed and Kaz Jaffer of Smart Real Estate with Westcliff dive into the importance of ESG (Environmental, Social, and Governan…

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Financial Caregiving: How to Go from Panic to Prepared with Beth Pinsker 28:31

5d ago28:31

28:31

"How are we going to pay for all of this?" It's a caregiver's biggest fear, and few have an answer. Too many families face a loved one's health crisis unprepared for the financial chaos that follows — unable to access accounts, overwhelmed by insurance and medical decisions, and unsure where to even start. Today, we're joined by Beth Pinsker, finan…

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Real Estate Versus a Traditional Investment Portfolio 10:05

5d ago10:05

10:05

Ever wonder why financial advisors aren't all real estate tycoons? I'm pulling back the curtain on the real estate vs. traditional investment showdown. From burst pipes to market liquidity, I'll show you why your boring old stocks might be the unsung heroes of your financial future. To learn more about building wealth without becoming a landlord, t…

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Legal Considerations in Real Estate – Episode 6 3:50

9d ago3:50

3:50

Unlocking Real Estate Success: The Critical Role of Legal Structures Join Addy Saeed and Kaz Jaffer on Smart Real Estate with Westcliff as they delve into the often-overlooked legal aspects of real estate investing that can make or break your portfolio. This episode is essential for investors in joint ventures, syndications, or LP structures. Learn…

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New Tools for Incorporating Lifetime Income into an Investment Program - A Conversation with Prudential Financial 36:28

10d ago36:28

36:28

In this episode, we have the pleasure of speaking with David Blanchett and Daniel Gutman from Prudential Investment Management and Prudential Retirement Services, respectively. We discuss recent innovations within the insurance product space to provide an "insurance overlay" on top of investment managed programs, affording retirees deferred lifetim…

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S10E35: Credit 'cockroaches' 28:38

11d ago28:38

28:38

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discussed the shutdown, China-US trade tensions, private credit and the Fed's next meeting. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVes…

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From Cookie Dough Startup to Forbes 30 Under 30 with Jimmy Feeman 31:10

12d ago31:10

31:10

No roadmap, no safety net, only risk and the hope of reward — that's entrepreneurship. For Jimmy and Megan Feeman, founders of NoBaked Cookie Dough, landing on the Forbes 30 Under 30 list came after quitting their jobs, breaking into a new industry, and evolving their business through every challenge that came their way. In this episode, Jimmy shar…

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Does More Money Bring More Happiness 11:56

12d ago11:56

11:56

How much is too much when it comes to saving? I’m tackling the age-old dilemma of balancing frugality with actually enjoying your hard-earned cash. From millionaires fretting over $15 beers to the psychological traps of over-saving, I’ll help you find that sweet spot between caution and confidence. To learn how to enjoy your money without guilt—or …

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Market Trends and Analysis – Episode 5 4:04

16d ago4:04

4:04

Unlocking the Secrets of Real Estate Market Trends with Westcliff In this episode of Smart Real Estate with Westcliff, hosts Addy Saeed and Kaz Jaffer explore key market trends shaping the Canadian real estate landscape. They discuss five major trends: interest rate volatility, the housing supply crisis, immigration and demographics, affordability …

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S10E34: Michael Green, Chief Strategist at Simplify Asset Management 56:40

18d ago56:40

56:40

In this episode, Michael Green, Chief Strategist at Simplify Asset Management, joined Tim and Drew. They discussed Michael's background, distortions caused by passive investing, the labor market, and the K-Shaped recovery. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed inde…

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Superior Phone Service with VOIP... and more! 9:12

18d ago9:12

9:12

Technology expert Mark Matheny discusses the ease of moving your office from outdated phone systems to the more superior service of VOIP. What is the technology and why should you convert your office to it? Mark explains the features, such as superior sound, voicemail to email, smart features and remote access to name a few.…

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What Made a Hockey Brand Go Viral with SkateSkins' Matthew Keeler 29:38

19d ago29:38

29:38

Hockey culture is changing — and self-expression is finally part of the game. With the creation of SkateSkins, Matthew Keeler is giving players the opportunity to customize their gear with a product that holds up to the highest level of gameplay. In this episode, we talk about how they've challenged hockey's old-school mindset and caught the attent…

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Trying to Predict Your Financial Future 8:14

19d ago8:14

8:14

Can you really predict your financial future? Spoiler: you can’t. I’m sharing some honest truths about financial planning simulators and why they often miss the mark. Discover how to create a flexible strategy that holds up when life doesn’t go according to plan. To learn more about navigating an unpredictable financial future, tune in!____________…

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S10E33: Shutdown and Gold Bugs 28:33

24d ago28:33

28:33

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discussed the government shutdown, the missing jobs report, gold and the ceasefire between Israel and Hamas. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance com…

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AI Euphoria 3:43

25d ago3:43

3:43

Anthony Brooks, Portfolio Manager, discusses the strong third quarter spurred by optimism in Artificial Intelligence (AI) developments and a dovish Federal Reserve. The largest technology companies are set to increase spending and Wall Street is rushing to jump on board the "AI goldrush." Historically, markets tend to do well in the fourth quarter,…

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Why Athletes Make Great Hires: Lessons from NHL Player-Turned-Entrepreneur Drew Shore 29:59

26d ago29:59

29:59

No one really prepares you for life after pro sports. Drew Shore, former NHL player and founder of Amalfi, faced a hard transition after retiring at age 30: what happens to your career and identity when the game ends? In this episode, Drew reflects on these post-retirement struggles and how he's helping other athletes channel their competitive driv…

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Feast of Tabernacles and Asset Allocation 8:37

26d ago8:37

8:37

Is your portfolio working together or pulling apart? This Sukkot reminds us that unity creates strength — in families, in communities, and in finances. I’m unpacking what that means for diversification, balance, and long-term financial health. To learn how to keep your investments in harmony, tune in.________________________________________________…

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Investment Opportunities Breakdown – Episode 4 3:31

1M ago3:31

3:31

How We Evaluate and Present Real Estate Investment Opportunities | Smart Real Estate with Westcliff In this episode of Smart Real Estate with Westcliff, hosts Addie Saeed and Kaz Jaffer provide a behind-the-scenes look at how they analyze and present real estate investment opportunities. They walk through the different types of projects they focus …

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The Athlete Mindset: Mental Health and Staying Competitive with Reagan Rust 32:38

1M ago32:38

32:38

What does it take to go pro in a sport that's almost nonexistent in your state? In this episode, you'll hear how Reagan Rust became Mississippi's first NCAA Division I women's hockey player, even through early setbacks and mental health struggles. We talk about everything from keeping your competitive edge after retirement to how women's hockey is …

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You Can Spend More in Retirement 10:39

1M ago10:39

10:39

Are you ready to retire or just ready to worry? I'm breaking down the retirement spending conundrum and why your fear of running out of money might be costing you the vacation of your dreams. From annuities to inheritance planning, we're covering it all. To learn how to balance frugality with actually enjoying your retirement, tune in!_____________…

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The Advisor's Option 147: The Evolution of Advisors and Options 1:04:21

1M ago1:04:21

1:04:21

In this episode, Mark Longo and Matt Amberson (ORATS) reflect on the evolution of options trading and the role of financial advisors since the show's inception in 2011. They discuss the dramatic growth in options volume, the rise of zero-DTE trading, the democratization of tools and education for advisors, and the increasing client demand for optio…

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Risk Management Strategies – Episode 3 3:47

1M ago3:47

3:47

Mastering Risk Management in Real Estate Investments | Smart Real Estate with Westcliff Join Addy Saeed and Kaz Jaffer in this episode of 'Engaging Expert Insights' on Smart Real Estate with Westcliff, as they explore the critical topic of risk management in real estate investing. Learn how professional investors assess, mitigate, and structure aro…

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Why Young Athletes Are Burning Out (& How to Help Them) with Paul Cohen 31:22

1M ago31:22

31:22

What good is hard work if you lose the joy that got you started? Former pro goalie Paul Cohen knows that hustle alone isn't enough to truly succeed — in sports, business, or life. In this episode, he shares what his experience on the ice, in corporate, and as a coach taught him about leading a team and building a culture of trust. We also dive into…

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Technology Expands Your Business 10:34

1M ago10:34

10:34

Technology Solutions Consultant Aida Dillman talks about the technology that can be used to intentionally expand your business. Aida discusses automation, scheduling, and other strategies to get your started. Also hear how technology can be used to increase your geographical reach. Learn how to combat the advisor growth challenge.…

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S10E32: The Fed cuts and dot plots 27:30

1M ago27:30

27:30

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss the Fed rate cut, broad economic indicators, the Trump administration's proposal on earnings season, and the possibility of a government shutdown. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index …

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Navigating Financial Aspects of Real Estate – Episode 2 4:16

1M ago4:16

4:16

Mastering Real Estate Finances: Key Investment Metrics and Strategies Join hosts Addy Saeed and Kaz Jaffer in Series 7 of Smart Real Estate with Westcliff as they delve into the crucial financial aspects of real estate investing. This episode breaks down the components of real estate financing, including capital stock, senior debt, preferred equity…

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Estate Planning: How to Protect Your Assets, Avoid Court, and Save Money with Jenny Rozelle 33:19

2M ago33:19

33:19

Overwhelmed by estate planning? Here's where to begin, when to start planning, and how to make sure your plan actually works. In this episode, estate planning attorney Jenny Rozelle shares what documents you need to protect your loved ones from unnecessary stress and a legal mess. She explains why your age and assets don't matter, how to simplify t…

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Shana Tova: A New Year to Get on Solid Financial Footing 12:08

2M ago12:08

12:08

Ever wondered how to turn your financial resolutions into reality? I'm dishing out the secret sauce to transforming your money habits without losing your mind (or your wallet). From budget-busting to debt-slaying, I'll show you how small steps lead to big wins. To learn more about becoming your own financial superhero, listen now!__________________…

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Thrive in 25 Webinar 7: Toronto Standard 51:57

2M ago51:57

51:57

The latest episode of the "Westcliff, Thrive in 25" series dives into the world of missing middle housing in Toronto. Hosts Kaz Jaffer and Addy Saeed welcome Matt Spoke of Toronto Standard to explore how innovative housing models can address the city’s affordability crisis. The conversation highlights the challenges of zoning, land costs, and commu…

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S10E31: Job revisions, confidence, and rate cuts 20:19

2M ago20:19

20:19

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discussed the recent PPI and CPI numbers, job growth revisions, worker confidence and the potential of a 50 bp cut. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insura…

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Will Summer Momentum Last in Q4? 4:01

2M ago4:01

4:01

Marc Davis, CFA, Co-Portfolio Manager, discusses the continued ascent of equity markets and stocks' resiliency despite signs of a weaking job market. This slowdown has shifted the interest rate outlook toward multiple potential cuts. However, although short-term rates are expected to decline, will longer-term rates follow suit?…

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From ESPN to 80M Views: How to Network, Build Your Brand, and Go Viral with Brendan Kaminsky 36:37

2M ago36:37

36:37

This is what most people get wrong about networking: it's not about who you know, but who knows you. It's a mindset that helped Brendan Kaminsky land a job at ESPN — without even applying — and launch his own branding and social media agency. In this episode, he shares how he built a name for himself, grew his agency, and turned relationships into …

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How Much Money Do You Need For a Secure Retirement? 14:34

2M ago14:34

14:34

How much do we really spend in retirement? Spoiler: It's probably more than you think. I'm debunking the 70% myth and sharing why leisure equals money spent. Ready to face the retirement reality check? Listen now to learn how to plan wisely and actually enjoy the retirement you’ve worked for._________________________________________________________…

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S10E30: Appeals court strikes down tariffs 26:15

2M ago26:15

26:15

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discussed the recent GDP numbers, the JOLTS and ADP jobs data, the manufacturing sector, and a federal appeals court ruling on tariffs. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many…

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Introduction to Real Estate Investing Q&A – Episode 1 3:41

2M ago3:41

3:41

Introduction to Real Estate Investing: Expert Insights & Strategies | Smart Real Estate Series 7 Welcome to Series 7 of Smart Real Estate with Westcliff! In this episode, hosts Addy Saeed and Kaz Jaffer dive into the foundational principles of real estate investing. They explore why real estate is a powerful investment tool, discussing predictable …

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Integrations: Helpful Definitions and More 8:15

2M ago8:15

8:15

Listen as Technology Solutions Consultant Aida Dillman from Osaic talks about the importance of integrations. Aida defines what integrations are, the three major types, and what steps you can take to use them in your practice. With integrations, you can reduce errors, reduce manual entry of data, and save valuable time.…

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How Disney Trains World-Class Leaders: Lee Cockerell's Blueprint for Career Success 32:15

2M ago32:15

32:15

Behind the scenes at Disney, it's leadership that truly runs the show. In this episode, Lee Cockerell shares the surprising leadership secrets that helped him oversee 40,000 cast members as the former VP of Operations for Walt Disney World Resort. From his time at Hilton, Marriott, and Disney, he breaks down the habits and leadership principles tha…

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What To Do If You Suddenly Came Into Millions? 10:59

2M ago10:59

10:59

Think inheriting money means instant luxury? Think again. I'm breaking down why your windfall dreams might be more fantasy than reality, and how to avoid turning your financial blessing into a curse. From tackling debt to resisting the urge to keep up with the Joneses, I'll show you how to be as responsible as possible with your newfound wealth. To…

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Series 5 - Investing with Impact Recap 3:50

2M ago3:50

3:50

Investing with Impact: ESG in Real Estate | Series 5 Recap Welcome to Smart Real Estate with Westcliff! Join hosts Addy Saeed and Kaz Jaffer as they recap Series 5: Investing with Impact. This special episode covers the principles of ESG—environmental, social, and governance—and their transformative role in real estate investing in Canada. From cli…

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S10E29: Craig Shapiro of the Bear Traps Report 44:45

2M ago44:45

44:45

In this episode of WealthVest: The Weekly Bull&Bear, Tim welcomes guest Craig Shapiro of the Bear Traps Report to discuss commodity cycles, inflation pressures, the role of the U.S. Dollar, and shifting monetary policy. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index a…

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Your Credit Card Strategy for Free Travel and Cash Back with Colin Stroud 35:31

2M ago35:31

35:31

Did you know the right credit card could be your ticket to free travel? Most people miss out because they don't have a clear strategy, but Colin Stroud of Go Somewhere has cracked the code on points, miles, and cash back rewards. In this episode, he shares how he helps clients create a personal credit card strategy and plan trips that save thousand…

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Welcome New Olim: Should You Bring Your Money to Israel? 10:32

2M ago10:32

10:32

Ready to make your money work as hard as you do in your new Israeli life? I'm spilling the tea on why your finances might need to stay behind in the US while you forge ahead. From avoiding costly mistakes to navigating the minefield of cross-border investing, I'll show you how to keep your wealth growing without getting lost in translation. To lear…

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2M ago0:18

0:18

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S10E28: Jackson Hole 2025 30:08

2M ago30:08

30:08

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discussed Jackson Hole, China's lost decade, Intel, and Russia-Ukraine negotiations. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provi…

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Thrive in 25 Webinar 6: Biosis Real Estate Development 48:30

2M ago48:30

48:30

The latest episode of the "Westcliff, Thrive in 25" series offers an insightful conversation about biosis real estate development. Kaz Jaffer and Addy Saeed welcome Samuel Herschorn of Biosis Real Estate Development to discuss the intricacies of real estate development, particularly focusing on high-growth secondary markets. This blog post will unp…

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Investing in Geopolitical Alpha and Emerging Trends in the ETF Landscape 33:18

2M ago33:18

33:18

Welcome back to the Advisor Success Series Podcast. After a brief hiatus, we are pleased to be joined by Jeremy Schwartz, CIO of WisdomTree Investments. In this episode, we cover the expanding scope of WisdomTree's knowledge offerings from positioning for key geopolitical themes to emerging trends in ETF product development such as return stacking …

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The Money Habits That Actually Lead to a JOYful Life with Dr. Daniel Crosby 37:49

2M ago37:49

37:49

Can money truly buy happiness? According to Dr. Daniel Crosby, yes — but it depends on how you use it. In this episode, we explore the science behind joy and how our financial behaviors impact more than just our bank account. Dr. Crosby shares tips to help you reach your financial and personal goals, including a simple hack to avoid overspending an…

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Fishing Tips That Can Help Your Investing Strategy 8:50

2M ago8:50

8:50

Why is fishing like investing? I'm reeling in the similarities between landing a big catch and growing your wealth. Spoiler: it's not about fancy lures or complicated strategies. Learn why patience and simplicity are the keys to success in both pursuits. To discover how to avoid getting caught up in investment fads, tune in now!____________________…

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YCharts for Investment Research 36:56

3M ago36:56

36:56

Hear the latest updates on YCharts from Eric Baumgardner, a Technology Solutions Consultant from Osaic. Also in this episode, learn about the amazing features and capabilities of YCharts - an all-in-one platform for investment research. Special guest Lauck Olson, the VP of Enterprise Sales of YCharts, chats with Osaic's Eric Baumgardner about sever…