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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.
 
The show is called Money Talk. It covers just about everything that affects wealth and financial well-being. Hosted by Dianne Duva, CFP & Neil Krisel, CFA. Dianne Duva, is a Certified Financial Planner and founding Partner of Arlington Financial Advisors, a leading wealth management firm in Santa Barbara. She is a graduate of George Washington University, a Katherine Harvey Fellow and a board member of numerous not for profits. Neil Kreisel, CFA is from New York where he worked in finance fo ...
 
WHAT WOULD A CHRISTIAN FINANCIAL ADVISOR SAY...? If you are a Christian Investor and want to feel a greater purpose in life, feel less stress, feel closer to God, and be faithful to God's word by learning how to be a good and wise steward of the wealth that God has given you. Then come join A.B. Ridgeway, "Mr. Christian Finance", and thousands of Christian listeners as he teaches you the biblical keys to becoming rich and righteous. Don't miss what he is going to say next...
 
As a physician mom or dad, you put everything into your practice and your kids and you want to make sure you’ll have enough for retirement some day. But work and family soak up most of your time and energy, so the last thing you want to do is sit down and dig through the ever-changing world of investment options and tax laws to find out what you’re missing and figure out what to do with your extra money. Join hosts W. Ben Utley and Nate Reineke, two Certified Financial Planner™ professionals ...
 
Learn what really moves the needle in your business from advisor success stories and industry experts. From the latest marketing tactics working today, to advice for better serving your clients and guidance on running your practice more efficiently, AdvisorRadio gives you the insights you need to take your financial advisory business to the next level.
 
In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
 
Are you saving enough for major goals like retirement or your children’s higher education? Does your investment strategy align with your financial objectives? Do you have a plan for distributing your wealth to your heirs and favorite causes?Plan for Life with Canby Financial Advisors is a podcast designed to answer these and other questions to help you anticipate and manage financial challenges and opportunities at every stage of your life.In each episode, host Howard Caplan and a member of ...
 
The Elite Advisor Blueprint® is a podcast dedicated to sharing the "blueprint for success" in the independent financial advising world. Based on Brad's decade of experience consulting the top advisors in the US, that could mean doubling your revenue, doubling your vacation, or BOTH! Continuing the successful formula of idea sharing that led Advisors Excel to be the #1 player in its industry, Brad distills the best advice from top thought leaders and applies it to the world of independent fin ...
 
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show series
 
Well Thanksgiving is over and now it is time to prepare for Christmas. But are we really ready? Over the past year, we have seen high inflation, a stock market with a lot of volatility, and seeing lay offs at some company’s reaching their historic highs. But…it’s Christmas right. You have to have a good Christmas. But what does that really mean? A …
 
A conversation with Jerry Davidse CEO, Presilium Private Wealth Overview Jerry Davidse discusses his transition from Merrill to building RIA firm Presilium Private Wealth with partner Brook Hart. He shares how they gained the freedom to communicate and create an exceptional experience for their clients, their outstanding portability ratio, uptick o…
 
As advisors and business owners, we tend to always have a focus on the next big growth goal, acquisition, or expansion within our business. But is more always better? On this episode of Quantum Growth for Financial Advisors, Jon Kuttin reviews talking points and reflections about whether it may be time to focus on what The post More Of Everything? …
 
There are three new tax changes happening for 2023. Although they may seem insignificant, the changes can have big impacts for financial security down the road. Tune in to learn what you as a physician need to know about these changes and how to adjust your IRA, 401K, and HSA accounts accordingly. These small adjustments are a necessity and could p…
 
Which talked about the opportunities and the limitations of church giving today. We were shocked to learn of statistics that 98% of churches are funded by tithing and that was the primary way to give back over alternatives such as: missions, serving in ministry, service projects, community events, etc. Now in a recent article in Philanthropy Daily …
 
Giving is not loud. You don’t have to broadcast your giving. God promises that he will reward you openly for the things you do privately. So there is no need to do God’s work out loud. Even this podcast. You found the podcast out of the thousands that you could have chosen. God sent you hear for a reason. Even if it is to just get one word of encou…
 
Many of these “investment thought leaders” were screaming hold, hold hold, and don’t invest money that you can’t lose and that is exactly what happened. They lost it. So instead of allocating 2-5% into this highly speculative financial asset, and potentially losing 1-4% of your assets, many people invested 100% and are down 95-99%. On this episode …
 
Are you making memories that are priceless, or priceless? Your memories can either be free, without price, or not up for sale. In this episode, we teach you some ways to make memories you wouldn't sell for any price, without breaking the bank trying to make them. We talk about how to travel with family and friends. Understanding the wealth language…
 
The point of this episode is not to make you a tax guru. It is to get you familiar with the terminology you are going to come across as a high-net-worth Christian Investor. And if you are not at that level, being aware of some of these options will help you get there. It says in Titus 1:7 For an overseer, as God's steward, must be above reproach. H…
 
There are only two things that are certain in life…death and taxes. But for some reason, these are the same two things that people avoid learning about because it is hard, it feels overwhelming, and unfortunately, it is how you handle these two subjects that will determine financial success. We will be talking about graduated tax brackets, marginal…
 
And as a financial advisor, it is my job to work with families to maintain this harmony when it comes to their finances. Asking questions such as how do you define success now that your children are older? What concerns do you have for your children, now that they are adults? Now that your youngest child is giving birth, will you be making any chan…
 
Traditionally, creating a financial plan is not a one-man sport. Even those who have no children or spouse, still outline what they want to happen with their wealth after they pass. This could include philanthropic intentions, an inheritance to a niece or nephew, or a close friend that they grew up with. Regardless of your current situation, whethe…
 
Part 2 of Cognitive biases. We talk about how the devil uses these cognitive biases against you. Especially as believers. The devil wants you to discount the fact that all money isn’t good money. The devil wants you to believe that just because you invest as a true Christian according to your beliefs, and tell you that you can’t be rich. The devil …
 
Your mind can be your own worst enemy when it comes to making rational investment choices. It is sad to say but as much as we like to think that we are rational investors, in most cases, we are not. But one thing is for certain, we are rationalizing most of the time. In this episode, we explore mental barriers such as cognitive dissonance that are …
 
If your dreams of buying a home has been put on the back burner for right now, you are not alone. It seems as if consumer confidence in the housing markets are hitting an all-time low. The Federal National Mortgage Association better known as Fannie Mae is reporting Home Purchase Sentiment Index® (HPSI) decreased 4.1 points in October to 56.7, its …
 
Someone call the fire department because there seems to be a roaring blaze covering the financial planning industry. There is a new philosophy in town and if you haven’t heard of it, it is called the F.I.R.E. movement. That’s right, F-I-R-E….which stands for Financial Independence and Retiring Early. According to Wikipedia, the FIRE (Financial Inde…
 
Is your financial advisor doing the right thing? You know how it feels to walk into an office and feel like a financial advisor sees you as a dollar sign instead of a person. You are there because you need help, and it seems as if they are there because they just want your money. It can be a scary feeling. But we are going to equip you with some ti…
 
Target seems to be the joke of Wall Street the past couple of days. It won’t take you long to start hearing the Target jokes as they “missed the mark” for their 3rd quarter earnings by a large margin as they are also impacted by the economic slowdown. Inflation, rising rates, and economic uncertainty, definitely played a role in the numbers. If the…
 
It is almost the end of the year and there are so many things to do. We are approaching Thanksgiving, so that is at least one week of prep, and a week of recovering from a food coma, just in enough time to wake up and hear the sleighbells ringing to let you know that Christmas is right around the corner. On top of all of this, you have your financi…
 
First Facebook, then Twitter, and now Amazon. This post-pandemic era is getting crazy. Luckily, we break down the layoffs from one of the globe's biggest companies and give you 3 tips you can use to protect yourself before you get fired and a few tips to ensure that your move to your next job is as smooth as possible. Schedule A Consultation: https…
 
A conversation with Jim Gold, CEO and Founding Partner of Steward Partners Overview Steward Partners CEO and founding partner Jim Gold revisits the series to provide an update on the firm. He discusses their evolution and growth, plus being the first to sign-on to the Goldman Sachs custodial platform, and more. Listen in… > Download a transcript of…
 
Today, we have some good news out of kind of a bad situation. We recently discussed how the democratic Darlene who's FTX cryptocurrency exchange collapsed this week amid reports of up to $2 billion in missing customer funds, was spotted Saturday in the Bahamas. FTX has recently undergone a $16 billion implosion amid reports that co-founder, Sam Ban…
 
GameStop, Robinhood, and Gamification have changed the way this generation sees saving for retirement. In a time where we saw robo-advisors on the rise and technology taking the investment world by storm, all that came to a halt, when real life hit. Technology doesn't care about your feelings, they care about the input. Join us as we discuss the im…
 
Today we are going to talk about Christian investors that don’t feel like they have enough, and have NEVER received Financial advice on retirement planning. Don't worry. You are not alone. There are millions of individuals that have never received financial advice, or just don’t know where to look for good advice, better yet, good Christian advice.…
 
At some point, we all know we will have to decide to receive care in our home or choose a facility. According to AARP 65% of individuals would prefer to stay at home. But what should you consider when choosing care? On this episode, we offer suggestions such as Geriatric Management services, or local agency resources. And this is just the tip of th…
 
According to an article from the New York Post The Democratic darling whose FTX crypto currency exchange collapsed this week amid reports of up to $2 billion in missing customer funds, was spotted Saturday in the Bahamas. FTX underwent a $16 billion implosion amid reports that co-founder Sam Bankman-Fried had been funneling money to a sister tradin…
 
A conversation with Chad Goodchild and Jacob Schlicht, Kickstand Wealth Advisors Overview Self-described “homegrown Merrill” advisors Chad Goodchild and Jacob Schlicht share the drivers behind their choice to leave Merrill to launch independent firm Kickstand Wealth Advisors with support from TruClarity—and how they regained their “happiness” as a …
 
What would you do? Would you take the lump sum or the annuity payments? What is an annuity payment? Tune in for tips on how to properly receive and manage that amount of money. If you think you would take the lump sum, you may want to listen to this first. Lottery Calculator: https://blog.turbotax.intuit.com/life/lottery-calculator-52875/…
 
A conversation with Louis Diamond Overview While the podcast started out 5 years ago exploring the independent space, it evolved to sharing a wide range of topics and welcomed guests from throughout the wealth management industry. In this special episode, Mindy Diamond and Louis Diamond explore the most popular themes for financial advisors and ind…
 
The advice industry is changing rapidly. The pandemic has greatly accelerated the pivot to a complete digital client experience and has also caused a "shake-up" within the M&A world as business owners look to sell and merge their existing practices for a greater benefit. This week, we are back with a special episode featuring Tony The post AdvisorH…
 
Nowadays, investments are looking unfavorable, which leads to the question: should physicians keep investing? The answer is yes! You should continue to invest. The state of the economy is creating an ideal time to purchase investments, trusting that the market will rise again as it has in the past. Are you prepared with a spread of investments? If …
 
A conversation with Mike Durso, Founding Partner and CEO of Shorehaven Wealth Partners Overview Mike Durso, CEO of Shorehaven Wealth Partners discusses his leap from employee to breakaway to leader. He shares how bringing his diverse experience and institutional knowledge to the family business informed their decision to go independent and their vi…
 
On our journey to financial freedom, sometimes, we have to deny ourselves, deny our desires for instant riches, and deny our favorite forms of entertainment, because we have a bigger goal that we want to achieve. There is a saying, “Stop reaching over dollars trying to grab pennies?” Ask yourself... Are you sacrificing the important things in life,…
 
A conversation with Jeff Boudjouk, Managing Partner and Wealth Advisor, Northeast Investment Group Overview The heightened sense of vulnerability in the big firms became a reality for Jeff Boudjouk who was terminated from UBS—a charge which has since been expunged. Jeff shares the harrowing journey, how he and his partner Anthony Landi found a new …
 
We are back with Part 2 of our discussion with Jon Randall around Creating Advisor Capacity. If you are looking to free up your time within your advisory practice and focus on the future with your client service model and the expansion of your team, this episode is a must listen for your business. In The post Creating Advisor Capacity Part 2 – Leve…
 
The clearer you are about your vision, the clearer the path to success will be. Today we explore the difference between uniformity and unification. When we understand our church's vision, then we can better contribute to it. Whether that be financially or spiritually. Today, we talk about how we can focus more on unity and less on unification. Join…
 
Through strategy, habits, and mindset change, physicians can easily double their money in half the time to create a comfortable retirement. Using the rule of 72, you can determine the amount needed to invest to reach your retirement goals, and how long it will take to get there. Tune in today to learn how doctors can feel confident they are on trac…
 
We all have pleasures that we work hard to enjoy. But what happens when we stop paying for pleasures and start paying for convenience? The cost start to rise and rise quickly. Today we breakdown a story of a man who was spending nearly 50% of his income on the convenience associated with his pleasure and not just the pleasure itself. Are you strugg…
 
A conversation with Kevin Myeroff, Principal and Senior Strategic Advisor at Sequoia Financial Group Overview The idea of planning for succession can be a difficult one, but for Kevin Myeroff, who built NCA Financial Planners to $2B, it was a task that gained greater importance over the last few years. Kevin discusses his thought process around suc…
 
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