最佳Wealthy Joe Investing播客 (2024)

1
Pete Goss: Leadership Lessons From the World’s Toughest Sailing Race 37:17

2d ago37:17

37:17

How meticulous planning, trust in his team, and a commitment to shared values enabled a legendary sailor to overcome unimaginable challenges. Host: Steve Sanduski.由Barron's Advisor

1
Jackie Insinger: Positive Psychology Is the Key to Motivate Employees 25:42

10d ago25:42

25:42

The author and executive coach discusses how financial advisors can harness the power of neuroscience and data-driven frameworks to help teams thrive. Host: Greg Bartalos.由Barron's Advisor

1
Ramesh Srinivasan: The Power of Purpose-Driven Leadership 35:11

17d ago35:11

35:11

The McKinsey senior partner explains why the journey of leadership starts by developing greater self-awareness. Host: Steve Sanduski, CFP.由Barron's Advisor

1
Michael Arone: 3 Investment Strategies for the Rest of 2024 and 2025 36:14

24d ago36:14

36:14

State Street Global Advisors’ chief investment strategist discusses the Fed, the economy, and how investors should position their portfolios. Host: Greg Bartalos.由Barron's Advisor

1
Joe Anderson: 4 Marketing Channels That Drove 45,000+ Leads This Year 49:21

1M ago49:21

49:21

Pure Financial Advisors co-founder and CEO explains how his firm cracked the code on organic growth and delivers financial planning at scale. Host: Steve Sanduski, CFP.由Barron's Advisor

1
Abby Salameh: How to Merge Marketing and Sales to Spur Organic Growth 27:41

1M ago27:41

27:41

The veteran RIA marketing executive explains how advisors can benefit by centralizing business silos. She also discusses the unsung power of annual client surveys and RFG Advisory’s initiatives to help women. Host: Greg Bartalos.由Barron's Advisor

1
Megan Gorman: Mastering Taxes and Estate Planning for Wealthy Clients 43:13

1M ago43:13

43:13

Chequers Financial Management’s founder discusses why ultrahigh-net-worth investors require highly personalized services. Host: Steve Sanduski, CFP.由Barron's Advisor

1
Nelrae Pasha Ali: How to Teach Teens About Money and Investing 46:44

2M ago46:44

46:44

The managing principal at Array Private Investment Advisory Group of Wells Fargo Financial Network discusses deferred gratification, budgeting, and tapping into what motivates teens. Host: Greg Bartalos.由Barron's Advisor

1
Heather Robertson Fortner: Scaling Your RIA From $250M to $8B AUM 42:28

2M ago42:28

42:28

SignatureFD's CEO discusses the unsexy realities of building a multibillion-dollar RIA. Host: Steve Sanduski, CFP.由Barron's Advisor

1
Caroline Gundeck: Leveraging Your Firm’s Resources to Help Clients 27:02

2M ago27:02

27:02

The Morgan Stanley director discusses how connections and community in the workplace can help advisors anticipate and meet client expectations. Host: Greg Bartalos.由Barron's Advisor

1
What You Need to Know about 401k | Ep 14 32:44

2M ago32:44

32:44

What You Need to Know about 401k | Ep 14Are you ready to unlock the full potential of your 401k? In this video, we dive deep into expert strategies that will help you manage and grow your retirement savings effectively. From understanding employer matching to simplifying rollovers and making tax-free investments, we've got you covered.This video br…

1
Susie Cranston: Scaling Strategies for Multibillion-Dollar RIA Firms 39:40

2M ago39:40

39:40

Cresset’s president explains how strong leadership, a client-centric culture, and integrated technology can drive massive growth. Host: Steve Sanduski, CFP.由Barron's Advisor

1
Michael Schaffer: Long-Term Investing in a Short-Term World 23:33

3M ago23:33

23:33

The president of Schaffer Private Wealth Group discusses the importance of discipline and temperament and identifies the five criteria he seeks in long-term investments. Host: Greg Bartalos.由Barron's Advisor

1
How to Stop Paying Unnecessary Bank Fees | Ep 13 30:27

3M ago30:27

30:27

How to Stop Paying Unnecessary Bank Fees | Ep 13In this episode, we're diving deep into practical tips and strategies to avoid unnecessary bank fees. From working with local banks to building relationships with your banker, we cover everything you need to know to keep more money in your pocket. Learn how to negotiate fees, set up triggers to avoid …

1
Matt Cooper: Driving Growth With M&A and Private Equity 41:39

3M ago41:39

41:39

How Beacon Pointe leveraged private equity to strike 19 deals in 21 months and kickstarted billions in organic and inorganic growth. Host: Steve Sanduski, CFP.由Barron's Advisor

1
How Good Debt Can Make You a Millionaire | House Hacking 101 | Ep 12 46:03

3M ago46:03

46:03

How Good Debt Can Make You a Millionaire | House Hacking 101 | Ep 12 Discover the powerful concept of good debt and how it can be a game-changer for your financial journey. In this episode, we dive deep into understanding the difference between good and bad debt, the benefits of leveraging good debt, and practical strategies to use debt to build we…

1
Nayan Ranchhod: How Couples Are Thinking About Money and Retirement 25:50

3M ago25:50

25:50

The Ameriprise private wealth advisor offers tips for advisors working with couples that are nearing or in retirement. Host: Greg Bartalos.由Barron's Advisor

1
Scott Hanson, Pat McClain: Partnership Secrets in Building a $20B RIA 41:10

3M ago41:10

41:10

Insights on how a successful partnership built and sustained 30 years of enormous growth at Allworth Financial. Host: Steve Sanduski, CFP.由Barron's Advisor

1
401k Hacks | How to Invest Like a Pro | Ep 10 32:48

3M ago32:48

32:48

401k Hacks | How to Invest Like a Pro | Ep 10Unlock the secrets to maximizing your retirement savings with expert tips on 401k, 403b, and TSP accounts! In this episode, we dive deep into the best investment strategies, comparing top funds like VTSAX, VTI, and FZROX. Learn how to avoid high expense ratios, understand the power of compound interest, …

1
Morningstar CEO Kunal Kapoor on AI, Investing, and Company Culture 45:21

4M ago45:21

45:21

At the Morningstar Investment Conference in Chicago, Kapoor also discusses how advisors can demonstrate value to clients. Host: Greg Bartalos.由Barron's Advisor

1
How to Avoid Bank Fees? | Pro Banking Tips and Tricks | Ep 9 31:13

4M ago31:13

31:13

How to Avoid Bank Fees? | Pro Banking Tips and Tricks | Ep 9In this episode of the FU Money Podcast, we're diving into some essential tips and tricks to help you save money and avoid unnecessary banking fees. From leveraging local banks to building strong relationships with your bankers, we share actionable advice to keep more of your hard-earned m…

1
Leslie Zane: The New Rules of Persuasion for Financial Advisors 38:53

4M ago38:53

38:53

Discover why traditional marketing fails and how instinct-based strategies can win new clients. Host: Steve Sanduski, CFP.由Barron's Advisor

1
Peter Mallouk: Why Demand for Financial Advisors Will Only Increase 18:18

4M ago18:18

18:18

Creative Planning’s president and CEO discusses his career, the RIA’s M&A strategy, Wade Boggs, and how the firm become a juggernaut. Host: Greg Bartalos.由Barron's Advisor

1
NYN E63: From Corporate Climb to Coastal Freedom: Stacey St. John's Journey into Airbnb Success 44:02

4M ago44:02

44:02

Key Takeaways Embracing Change: Stacey highlights the importance of making decisive changes when current circumstances no longer serve your well-being and aspirations. Value of Early Experiences: Childhood vacations significantly influenced Stacey’s passion for helping others create memorable experiences through short-term rentals. Strategic Invest…

1
The #1 Reason You Need an Emergency Savings – And How to Build It Fast! | Ep 11 56:36

4M ago56:36

56:36

The #1 Reason You Need an Emergency Savings – And How to Build It Fast! | Ep 11The #1 Reason You Need an Emergency Savings – And How to Build It Fast! | Ep 11Unlock the secrets to financial stability with our ultimate guide to emergency savings! In this video, we dive deep into why having an emergency fund is crucial, how to build one quickly, and …

1
'Resistance Money’: Decoding Bitcoin’s True Value Proposition 46:42

4M ago46:42

46:42

The philosophical case for Bitcoin as a solution to wayward monetary policy and a way to preserve personal autonomy and keep authoritarianism in check. Host: Steve Sanduski.由Barron's Advisor

1
NYN E62: From Rags to Riches: Yair Klyman's Journey to Success and Insights on Private Investing 37:35

4M ago37:35

37:35

Key Takeaways Mindset is everything: Yair's childhood experience of financial struggles instilled in him the importance of hard work, resilience, and the need to take control of his own financial future. Diversification is key: Yair emphasizes the importance of diversifying your portfolio across different asset classes, including private equity, re…

1
How to Build an Emergency Fund for Real Estate Investing | Ep 8 33:47

4M ago33:47

33:47

How to Build an Emergency Fund for Real Estate Investing | Ep 8This step-by-step guide breaks down the process of building a robust emergency fund tailored for real estate investors. Learn from our personal experiences, discover key strategies, and understand the importance of having a financial safety net to protect your investments. Whether you'r…

1
Joe McQuaid: How to Build the Best Tech Stack for Your RIA 14:11

5M ago14:11

14:11

Concurrent’s head of platform solutions and advisor experience provides a roadmap for technology implementation and integration. Host: Greg Bartalos.由Barron's Advisor

1
NYN E61: Mastering Entrepreneurship: From Starting Up to Scaling Bigs with Peter Goldstein 41:58

5M ago41:58

41:58

Key Takeaways Importance of Market Knowledge: Understanding local markets and industry specifics is crucial for identifying investment opportunities. Entrepreneurial Mindset: Early exposure to hustle and entrepreneurship shaped Peter's journey, emphasizing the value of resilience and learning from failures. Transitioning and Reinvention: Insights i…

1
Rick Kent: How I Scaled My RIA Into a $10 Billion Firm 36:57

5M ago36:57

36:57

Merit Financial Advisors’ CEO discusses essential leadership principles and the crucial choices that must be made to achieve high growth. Host: Steve Sanduski.由Barron's Advisor

1
NYN E60: Spiritual Practice to Business Mastery: The Journey of Mario Brainovic 42:25

5M ago42:25

42:25

Key Takeaways Power of Spiritual Practice: Mario's journey began with a deep dive into yoga and Qi Gong, which unlocked a new perspective and energy that fueled his entrepreneurial endeavors. Building Unique Businesses: Learn how Mario created businesses that stood out in the market by focusing on unique, high-impact products. Marketing Mastery: Ma…

1
Cozy Wittman: Mastering the Brutal College Planning Process 36:27

5M ago36:27

36:27

Tips and strategies for getting into the school of your choice and finding the right academic, social, and financial fit. Host: Greg Bartalos.由Barron's Advisor

1
NYN E59: Good Money Mindset: Changing Beliefs and Building Wealth with Derrick Kinney 42:20

5M ago42:20

42:20

Key Takeaways Identify and Challenge Negative Money Beliefs: Understanding and addressing deep-seated negative beliefs about money, often formed in childhood, can significantly impact financial success and personal well-being. Impact of Belief Changes: Changing your money mindset not only alleviates financial stress but also attracts more opportuni…

1
Tony Parr and Jeff Price: Empowering Advisor Teams to Succeed 40:22

5M ago40:22

40:22

The founding partner at Parr McKnight and managing director at Price & Associates at Merrill Lynch discuss strategies around crafting incentive structures that reward employees and collaborative achievement. Host: Ray Sclafani.由Barron's Advisor

1
NYN E58: From Safe Jobs to Startup Risk: How Scott Clary Found His Edge in Tech and Business 45:38

5M ago45:38

45:38

Key Takeaways Pension Mindset to Startup Risk: Growing up in a risk-averse household pushed Scott to seek riskier opportunities in tech and startups to create his own financial security. Extreme Ownership: Scott's approach to success revolves around taking complete ownership of his career, pushing him to continuously strive for more and never settl…

1
How to Grow Your Savings | Wealth Building 101 | Ep 7 56:36

5M ago56:36

56:36

How to Grow Your Savings | Wealth Building 101 | Ep 7In this video, we dive deep into the importance of savings and investing for financial stability and wealth building. We discuss the pitfalls of not having a savings plan, relying on a single "big bucket" of money, and the impact it can have on your financial future. Throughout the video, we debu…

1
Maddy Dychtwald: Women's Guide to Retirement and ‘Ageless Aging’ 37:51

5M ago37:51

37:51

Strategies for optimal health, wealth, and happiness. Host: Steve Sanduski, CFP.由Barron's Advisor

1
NYN E57: From Sports to Startups: How Chad Price Built and Sold a Multi-Million Dollar Business 48:00

5M ago48:00

48:00

Key Takeaways From Sports to Business: Learn how Chad's experience in sports helped shape his approach to teamwork, branding, and overcoming challenges in business Building a Multi-Million Dollar Business: Explore the journey of Chad's fitness equipment business, including the challenges and successes along the way Lessons from an Exit: Chad shares…

1
How to Achieve Financial Freedom Using The Pay Yourself First Method | Ep. 6 45:14

6M ago45:14

45:14

How to Achieve Financial Freedom Using The Pay Yourself First Method | Ep. 6Welcome to our latest podcast episode! In this insightful session, we dive into the essential concept of "pay yourself first" and how it can transform your financial future. Have you ever wondered how some people seem to effortlessly build wealth while others struggle to ma…

1
Jeff Brown: How to Successfully Transition From Advisor to CEO 19:12

6M ago19:12

19:12

The president of Stratos Private Wealth offers actionable advice for financial advisors set to take the top job. Host: Greg Bartalos.由Barron's Advisor

1
NYN E56: Unlocking Investment Income: A Deep Dive into Closed-End Funds with Steve Selengut 42:41

6M ago42:41

42:41

Key Takeaways Understanding the unique structure and benefits of closed-end funds. How CEFs use leverage to boost income without adding significant risk. Addressing common concerns about fees and market volatility in CEFs. Insights into creating a steady income stream from the public markets. Tips for using CEFs as part of a long-term investment st…

1
Fastest Way to Financial Freedom by Military Veteran David Pere @Frommilitarytomillionaire | Episode 5 59:11

6M ago59:11

59:11

Fastest Way to Financial Freedom by Military Veteran David Pere @Frommilitarytomillionaire | Episode 5In this episode of the FU Money Podcast, join us with Dave Pere @Frommilitarytomillionaire a military veteran who has cracked the code to financial freedom through strategic use of military benefits. Don't miss this eye-opening discussion on how mi…

1
Ashley Goodall: Embrace Stability, Not Disruption, to Drive Growth 35:29

6M ago35:29

35:29

How a stable work environment creates the conditions in which people can do their best work. Host: Steve Sanduski.由Barron's Advisor

1
NYN E55: From Triplets to Coach: Find Your Identity and Invest in Yourself with Coach AK 44:28

6M ago44:28

44:28

Key Takeaways Uncover Your Identity: Your past experiences shape you, but they don't define you. Ask yourself, "Who do I need to be?" to achieve your goals. Clarity is Key: Before you can take action, get clear on what you want. Coach AK recommends the "100 Things You Like, Want, and Desire" exercise to break through limitations. Habit Stacking: Sm…

1
How to achieve Financial Independence from the ground up in 2024 with Mindy Jensen | Ep. 4 1:17:44

6M ago1:17:44

1:17:44

How to achieve Financial Independence from the ground up in 2024 with Mindy Jensen | Ep. 4In this interview, Co-Host in @biggerpockets Mindy Jensen @MindyOnMoney shares her journey from financial struggle to complete financial independence, offering invaluable insights and strategies for achieving your own financial goals. Learn about the 4% rule, …

1
Jon Foster: Multigenerational Planning and the Psychology of Wealth 31:36

6M ago31:36

31:36

The president and CEO of Angeles Wealth Management discusses tax-aware investing, legacy planning, and how to keep ultrahigh-net-worth families from splintering over money. Host: Greg Bartalos.由Barron's Advisor

1
NYN E54: Conscious Leadership: From Toxic Boss to Authentic Connector with Dominique Farnan 39:49

6M ago39:49

39:49

Key Takeaways The Influence of Childhood: Dom reflects on the profound impact her grandmother and entrepreneurial father had on shaping her values and work ethic. The Shift to Conscious Leadership: Discover how Dom's journey from being a toxic boss to a conscious connector transformed her approach to business and leadership. Embracing Spiritual Pra…

1
Andy Schell: Leadership Lessons From the High Seas 36:16

6M ago36:16

36:16

The best lessons in leadership are often learned by navigating the most challenging environments, says the sailor and co-founder of 59° North. Host: Steve Sanduski.由Barron's Advisor

1
NYN E53: From Achievement to Fulfillment: Unraveling the Curse of the White Rabbit with Peter Sage 48:00

6M ago48:00

48:00

Key Takeaways Childhood Patterns: Learn how early childhood experiences shape our patterns and beliefs, influencing our approach to success, money, and fulfillment. The Curse of the White Rabbit: Understand the futility of chasing external validation and achievements, and how it can lead to a perpetual cycle of dissatisfaction. From Achievement to …

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