Power Your Advice
222 episodes - English - Latest episode: 2 days ago -The power of your advice podcast is designed to bring in new ideas. And how these ideas should be considered and then implemented. The power of vice podcast is brought to you by iris.xyz. The most helpful place advisers can come to to grow their minds and their businesses.
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Episodes
Episode 221 – Global Markets: Why Japan and India Are Standing Out with Jeremy Schwartz
July 12, 2024 20:28 - 16 minutes - 29.5 MBWisdomTree works to create a better way to invest, offering a leading product range that offers access to an unparalleled selection of unique and smart exposures. In this podcast, we are joined by Jeremy Schwartz, the Global Chief Investment Officer at WisdomTree. Jeremy and Doug discuss international investment opportunities, with a focus on the promising … Continue reading Episode 221 – Global Markets: Why Japan and India Are Standing Out with Jeremy Schwartz →
Episode 220 – Model Portfolios for Modern Investing with Kunal Shah
July 08, 2024 15:21 - 17 minutes - 32.5 MBKunal Shah is the Managing Director and Head of Private Asset Research and Model Portfolios at the Global FinTech firm – iCapital. In this podcast, Doug and Kunal explore the rising interest in alternative investments, emphasizing the importance of education, data-driven model portfolios, and technological advancements to simplify and optimize advisor investment strategies. Topics discussed: … Continue reading Episode 220 – Model Portfolios for Modern Investing with Kunal Shah →
Episode 219 – The Impact of Digital Innovation and the Future of Fintech with Mohan Gurupackiam
July 01, 2024 14:12 - 14 minutes - 25.8 MBMohan Gurupackiam is the Chief Information Officer at Steward Partners Global Advisory: an employee-owned, full-service partnership that caters to family, institutional, and multigenerational investors. In this podcast, Doug and Mohan discuss the latest technological advancements in the financial industry, talking through the impact of digital innovation and the future of fintech. Topics discussed: Mohan’s extensive … Continue reading Episode 219 – The Impact of Digital Innovation and the Fut...
Episode 218 – Identifying Advisor Pain Points with Adam Holt
June 27, 2024 15:46 - 5 MBAdam Holt is the CEO and Founder of Asset Map, a platform providing interactive financial overviews for informed and empowered decision-making. Asset Map surveyed 175 advisors on challenges like accessing next-gen clients, the role of technology, and the industry’s current state. On this episode, Adam breaks down the data and offers his insights into their … Continue reading Episode 218 – Identifying Advisor Pain Points with Adam Holt →
Episode 217 – Why Annuities Matter More Than Ever with Tim Seifert
June 26, 2024 13:21 - 17 minutes - 32.5 MBTim Seifert is the Senior Vice President and Head of Retirement Solutions Distribution at Lincoln Financial Group: a firm that has been helping millions of people plan, protect, and retire for over a century. In this podcast, Tim and host, Steve Gresham, dive into the implications of millions of Americans retiring each year, the challenges … Continue reading Episode 217 – Why Annuities Matter More Than Ever with Tim Seifert →
Episode 216 – Reaping the Benefits of an Independent Partner with Chris Reaney
June 25, 2024 15:04 - 16 minutes - 29.4 MBChris Reaney is the Managing Director of High Water Wealth Group at Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors. In this podcast, listeners can expect an insightful discussion on Chris Reaney’s career journey from a traditional wirehouse to joining and growing with Steward Partners. The … Continue reading Episode 216 – Reaping the Benefits of an Independent Partner with Chris Reaney →
Episode 215 – What Does Freedom Mean to You? with Scott Danner
June 18, 2024 16:24 - 16 minutes - 29.8 MBScott Danner is the Chief Executive Officer of Freedom Street at Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors. In this episode, Scott shares the inspiring journey of founding his company to revolutionize financial advising with a focus on relationship-building and personal impact. They also discussed: … Continue reading Episode 215 – What Does Freedom Mean to You? with Scott Danner →
Episode 214 – Building the Firm of Today and the Future with Jim Gold
May 29, 2024 20:04 - 11 minutes - 21.6 MBJim Gold is the CEO and Co-Founder of Steward Partners Global Advisory. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational investors. In this podcast, Jim reflects on Steward Partners’ exponential growth over the past decade, exploring its unique culture of partnership, and its mission-driven approach to financial advisory services. … Continue reading Episode 214 – Building the Firm of Today and the Future with Jim G...
Episode 213 – Here’s a Solution for Your Organic Growth Problem with Steve Gresham
May 28, 2024 18:49 - 5 MBSteve Gresham is the Managing Principal of NextChapter: an industry community and a tech-enabled solutions company focused on creating better retirement outcomes for everyone. In this episode, we’ve invited Steve to share his insights on organic growth, exploring what fuels it, why it’s crucial, and how advisors can harness its power effectively. Also discussed: … Continue reading Episode 213 – Here’s a Solution for Your Organic Growth Problem with Steve Gresham →
Episode 212 – Data-Driven Decisions: Key Insights from Hamilton Lane’s Market Overview with Jackie Rantanen
May 07, 2024 18:25 - 13 minutes - 25.5 MBHamilton Lane is a firm with a mission to offer superior financial well-being through tailored private market solutions, driven by over 30 years of client focus and innovation. Jackie Rantanen sits as the Head of Investor Solutions within the Evergreen Portfolio Management team, also serving as a member of the Investment, Responsible Investment and Executive … Continue reading Episode 212 – Data-Driven Decisions: Key Insights from Hamilton Lane’s Market Overview with Jackie Rantanen →
Episode 211 – Empowering Change and Investing in Others with Jeff Vivacqua
May 07, 2024 15:16 - 10 minutes - 19.9 MBExplore the dynamic intersection of financial services and philanthropy with Jeff Vivacqua, the new chairman of the Invest in Others Charitable Foundation, as he shares insights on empowering communities, raising industry visibility, and fostering impactful change. Topics also discussed: Jeff’s journey with Invest in Others, rooted in personal and professional philanthropic values. His key objectives … Continue reading Episode 211 – Empowering Change and Investing in Others with Jeff Vivacqua →
Episode 210 – The Bitcoin Surge & Investing in its Digital Realm with Chris Gannatti
April 11, 2024 18:27 - 13 minutes - 24.4 MBWisdomTree works to create a better way to invest, offering a product range that offers access to a selection of unique and smart exposures. Christopher Gannatti has been an integral part of the organization since 2010, currently holding the position of Global Head of Research. Chris has the responsibility for many communications pertaining to global investment strategies, … Continue reading Episode 210 – The Bitcoin Surge & Investing in its Digital Realm with Chris Gannatti →
Episode 209 – Through Innovation and Simplicity, New Strategies Bring Positive Returns in Down Markets with David Wood
March 28, 2024 21:15 - 16 minutes - 30.7 MBDavid Wood is the Vice President of Fixed and Fixed Indexed Annuity sales at Lincoln Financial Group: a firm that has been helping millions of people plan, protect, and retire for over a century. In this episode, David presents the new innovative crediting strategies offered by Lincoln Financial Group in its fixed-indexed annuity portfolio. These … Continue reading Episode 209 – Through Innovation and Simplicity, New Strategies Bring Positive Returns in Down Markets with David Wood →
Episode 208 – Investing with Purpose: Matson Money’s Path to Financial Empowerment with Josh Crawford
March 26, 2024 17:09 - 16 minutes - 29.4 MBMatson Money is a multi-generational registered investment advisor company founded in 1991 by Mark Matson. They transform the investing experience by helping investors discover their true purpose for money and aligning clients’ investment strategies with their values. Josh Crawford is the youngest Matson Money executive team member, serving as the Vice President of Training and Development. In … Continue reading Episode 208 – Investing with Purpose: Matson Money’s Path to Financial Empowermen...
Episode 207 – Tax-Smart Charitable Giving: The Power of Donor Advised Funds with Hayden Adams & Ruby Pediangco
March 26, 2024 16:25 - 29 minutes - 53.9 MBSchwab CharitableTM is an independent 501(c)(3) with a mission to increase charitable giving in the U.S. by providing a tax-smart and simple giving solution to donors and their investment advisors. In this episode, we’re joined by Hayden Adams CPA, CFP®, the Director of Tax and Financial Planning at the Schwab Center for Financial Research, as well as Ruby … Continue reading Episode 207 – Tax-Smart Charitable Giving: The Power of Donor Advised Funds with Hayden Adams & Ruby Pediangco →
Episode 206 – Speaking ‘The Language of Referrals’ to Gain Your Ideal Client with Bill Cates
March 25, 2024 19:42 - 24 minutes - 45.2 MBBill Cates is renowned as a leading authority in the realm of acquiring new clients via referrals and personal introductions. As the president of Referral Coach International and the founder of The Cates Academy for Relationship Marketing™, he brings extensive expertise to the table. Additionally, Bill hosts the popular podcast, TopAdvisorPodcast.com, and has been recognized … Continue reading Episode 206 – Speaking ‘The Language of Referrals’ to Gain Your Ideal Client with Bill Cates →
Episode 205 – Beyond Tomorrow: Investing in AI Innovations with Chris Gannatti
March 12, 2024 14:41 - 15 minutes - 28.9 MBWisdomTree works to create a better way to invest, offering a product range that offers access to a selection of unique and smart exposures. Christopher Gannatti has been an integral part of the organization since 2010, currently holding the position of Global Head of Research. Chris has the responsibility for many communications pertaining to global investment strategies, … Continue reading Episode 205 – Beyond Tomorrow: Investing in AI Innovations with Chris Gannatti →
Episode 204 – Altitude Achieved: Unveiling Wellington-Altus Financial’s Journey with Shaun Hauser
March 08, 2024 18:47 - 17 minutes - 31.9 MBFounded in 2017, Wellington-Altus Financial has quickly grown to more than $30 billion in assets under administration and in offices across North America. Today we have Shaun Hauser, the CEO of Wellington-Altus, to discover the driving forces behind its rise to prominence as Canada’s premier wealth advisory firm. They also discussed: The factors contributing … Continue reading Episode 204 – Altitude Achieved: Unveiling Wellington-Altus Financial’s Journey with Shaun Hauser →
Episode 203 – Game Plan for the Golden Years: Protecting Your Goals in the Peak 65 Zone with Tim Seifert
March 06, 2024 19:13 - 13 minutes - 25.1 MBTim Seifert is the Senior Vice President and Head of Retirement Solutions Distribution at Lincoln Financial Group. Tim joins Advisorpedia to discuss the Peak 65 trend, a historic demographic milestone in the US with 4 million Americans turning 65 this year, and the growing need for protection products. Topics also discussed: Factors contributing to … Continue reading Episode 203 – Game Plan for the Golden Years: Protecting Your Goals in the Peak 65 Zone with Tim Seifert →
Episode 202 – Rate Cuts, Resilience, and Returns with Anastasia Amoroso
February 26, 2024 15:39 - 13 minutes - 23.8 MBAnastasia Amoroso serves as the Managing Director and Chief Investment Strategist at iCapital, a company dedicated to powering the world’s alternative investment marketplace. In this podcast, Anastasia and Doug engage in a conversation regarding the 2024 Federal Reserve rate cuts and the potential consequences they may entail. They also discussed: Anastasia Amoroso’s journey to becoming … Continue reading Episode 202 – Rate Cuts, Resilience, and Returns with Anastasia Amoroso →
Episode 201 – Changing Your Mindset to Navigate Tumultuous Times with Josh Crawford
February 20, 2024 16:35 - 16 minutes - 30.9 MBMatson Money is a multi-generational registered investment advisor company founded in 1991 by Mark Matson. They are transforming the investing experience by helping investors discover their true purpose for money and aligning clients’ investment strategies with their values. Josh Crawford is the youngest member of the Matson Money executive team, serving as the Vice President … Continue reading Episode 201 – Changing Your Mindset to Navigate Tumultuous Times with Josh Crawford →
Episode 200 – Poetic Justice: How Perseverance Prevailed in Court with Carlos Legaspy
February 12, 2024 16:53 - 20 minutes - 38.3 MBCarlos Legaspy is the President and CEO of InSight Securities, a global brokerage and money management firm serving high-net-worth individual’s retirement, corporate, and trust accounts since 1970. In this podcast, Legaspy provides insights into recent developments and legal battles surrounding a major financial fraud, offering lessons in resilience and strategic defense in the face of … Continue reading Episode 200 – Poetic Justice: How Perseverance Prevailed in Court with Carlos Legaspy →
Episode 199 – The Holy Grail of Investing: Exclusive Previews from the Upcoming Book with Christopher Zook
February 09, 2024 13:35 - 15 minutes - 27.9 MBChristopher Zook is the Founder, Chairman, and Chief Investment Officer of CAZ Investments, a curator of unique investing opportunities with $6B in current assets under management. Christopher brings us an exciting preview of his upcoming book “The Holy Grail of Investing,” co-authored with #1 NY Times bestseller, Tony Robins, aiming to educate investors on alternative … Continue reading Episode 199 – The Holy Grail of Investing: Exclusive Previews from the Upcoming Book with Christopher Zook →
Episode 198 – Tackling Property Obsolescence: True Life Capital’s Winning Formula for Residential Growth with Brendan McLaughlin
February 02, 2024 21:25 - 11 minutes - 21.1 MBBrendan McLaughlin is the Senior Vice President & National Sales Manager of True Life Capital, a Denver-based company on a mission to solve the supply/demand imbalance in the housing market for the next generation of home buyers. In this conversation, Doug and Brendan explore True Life Capital’s distinct role under the parent company, The True … Continue reading Episode 198 – Tackling Property Obsolescence: True Life Capital’s Winning Formula for Residential Growth with Brendan McLaughlin →
Episode 197 – Investing in Turbulent Times: A 2023 Recap and 2024 Outlook with Matt Berger
January 30, 2024 16:46 - 23 minutes - 43.6 MBMatt Berger is the Vice President of Client Investment Strategies at Lincoln Financial Group, a firm that has been helping millions of people plan, protect, and retire for over a century. In this podcast, we analyze market dynamics, economic resilience, and insights from Lincoln Financial Group’s Matt Berger as we set the stage for investors … Continue reading Episode 197 – Investing in Turbulent Times: A 2023 Recap and 2024 Outlook with Matt Berger →
Episode 196 – The Scalable Future of Annuity Management with Rich Romano
December 22, 2023 20:39 - 13 minutes - 24.2 MBRich Romano is the CEO and Co-Founder of FIDx, a technology-empowered network that seamlessly integrates the brokerage, insurance, and advisory ecosystems to offer best-in-class annuities and insurance solutions from the industry’s leading carriers. In this episode, Rich discusses the transformation of the annuity business through FIDx’s integrated platform, addressing barriers faced by advisors, changing attitudes … Continue reading Episode 196 – The Scalable Future of Annuity Management wit...
Episode 195 – Shaping Legacies: Charitable Planning and Family Philanthropy Dynamics with Sam Kang
December 20, 2023 15:29 - 8 minutes - 16.1 MBSam Kang is the President of Schwab Charitable, an independent 501(c)(3) non-profit organization established to make charitable giving simpler and more tax-efficient for individuals and their financial advisors. In this philanthropy-focused episode, we unravel the latest giving trends, delve into the intricacies of family charitable planning, and gain valuable insights from industry leader Sam Kang … Continue reading Episode 195 – Shaping Legacies: Charitable Planning and Family Philanthropy ...
Episode 194 – Democratizing Access to Alternatives & Portfolio Management with Alan Strauss
December 18, 2023 15:24 - 15 minutes - 27.5 MBAlan Strauss is the Senior Partner and Director of Investor Relations at Crystal Capital Partners: a premier independent platform connecting financial advisors to the trillion-dollar alternative investment industry. In this episode, Doug talks with Alan about the essential components of alternative investments driving portfolio success and financial advisor adaptability. They also discussed: The growth of … Continue reading Episode 194 – Democratizing Access to Alternatives & Portfolio Mana...
Episode 193 – The Costly Consequences of Blank Beneficiary Forms with Chris Price
November 30, 2023 18:44 - 16 minutes - 29.8 MBChris Price is the Assistant Vice President of Advanced Sales at Lincoln Financial Group, a firm that has been helping millions of people plan, protect, and retire for over a century. In this episode, Chris introduces and breaks down an overlooked aspect of financial planning, beneficiary designations: the strategy that influences virtually everything a client … Continue reading Episode 193 – The Costly Consequences of Blank Beneficiary Forms with Chris Price →
Episode 192 – The Cornerstone of Communication and Holistic Planning with Mike Harris & Todd Zeidenberg
November 27, 2023 16:21 - 22 minutes - 41.1 MBMike Harris, Senior Advisor Consultant with the Alliance for Lifetime Income, hosts an episode in conversation with Todd Zeidenberg, a Senior Financial Advisor affiliated with Allied Wealth Partners and Sutera Wealth Management. With over 30 years of experience in financial services, Todd specializes in holistic planning as well as accumulation, preservation, and income distribution, all … Continue reading Episode 192 – The Cornerstone of Communication and Holistic Planning with Mike Harris &...
Episode 191 – Your Guide to Year-End Philanthropy & Charitable Giving with Fred Kaynor
November 16, 2023 20:13 - 14 minutes - 27 MBFred Kaynor is the Managing Director of Relationship Management, Marketing & Partnerships at Schwab Charitable. Schwab Charitable is an independent 501(c)(3) with a mission to increase charitable giving in the U.S. by providing a tax-smart and simple giving solution to donors and their investment advisors. In this episode, Fred walks us through how you can … Continue reading Episode 191 – Your Guide to Year-End Philanthropy & Charitable Giving with Fred Kaynor →
Episode 190 – Transforming Lives Through Accessible Genetic Testing with Dahlia Attia-King
November 15, 2023 21:29 - 23 minutes - 43.8 MBJoin us as Panacea Founder and CEO, Dahlia Attia-King, explores the transformative potential of clinical genetic testing, and how Panacea is breaking down barriers and revolutionizing healthcare accessibility to empower individuals in taking control of their health with disease prevention. They also discussed: The technology of next-gen sequencing, its power in identifying hereditary disease risks, … Continue reading Episode 190 – Transforming Lives Through Accessible Genetic Testing with Dah...
Episode 189 – Financial Literacy Amongst an Information Overload with Grace Salvino
November 15, 2023 21:27 - 13 minutes - 23.8 MBIn this episode, we are joined by Grace Salvino, a Wealth Manager at the multi-generational independent RIA firm, Performance Wealth. Grace brings her insights into the misinformation the next generation of clients receives daily, working to promote accurate financial literacy and informed investment decisions. They also discussed: The misconception of becoming experts in finance through … Continue reading Episode 189 – Financial Literacy Amongst an Information Overload with Grace Salvino →
Episode 188 – The Changing Face of Cybersecurity Threats with Kurt Long
October 30, 2023 22:13 - 17 minutes - 32.2 MBKurt Long is the Chair and Co-Founder of BUNKR, an app empowering individuals and their families to organize and secure the most important information in their lives. In this episode, we uncover the hidden world of cyber threats and vulnerabilities, revealing invaluable insights on protecting your personal and financial data in an increasingly exposed, digital … Continue reading Episode 188 – The Changing Face of Cybersecurity Threats with Kurt Long →
Episode 187 – From Campus to Corporation: Athletes’ Financial Futures with Chase Johnson
October 26, 2023 18:53 - 15 minutes - 28.2 MBChase Johnson is the Wealth Director of Fiduciary Trust International, a wealth management firm founded with a singular focus on growing and protecting your wealth through generations. In this podcast, Chase walks us through the changing landscape of college sports with the implementation of NIL (Name, Image, and Likeness) regulations, allowing athletes to profit from … Continue reading Episode 187 – From Campus to Corporation: Athletes’ Financial Futures with Chase Johnson →
Episode 186 – Rising Rates and Resilient Markets with Amber Williams
October 20, 2023 18:22 - 23 minutes - 43.1 MBAmber Williams is the Chief Sustainability Officer & Head of Client Investment Strategies at Lincoln Financial Group: a firm that has been helping millions of people plan, protect, and retire for over a century. In this podcast, Amber talks us through the key themes that are currently on the minds of investors, while also sharing … Continue reading Episode 186 – Rising Rates and Resilient Markets with Amber Williams →
Episode 185 – Legacy, Longevity, and Lincoln Financial: Safeguarding Your Wealth with Melissa Brandt
October 10, 2023 14:24 - 14 minutes - 25.9 MBMelissa Brandt is the Vice President of Annuity & Funds Management Marketing at Lincoln Financial Group: a firm that has been helping millions of people plan, protect, and retire for over a century. In this podcast, Melissa and Doug discuss the significant shift of financial assets into the hands of US women. This exposes the … Continue reading Episode 185 – Legacy, Longevity, and Lincoln Financial: Safeguarding Your Wealth with Melissa Brandt →
Episode 184 – The Cash Resurgence: Advisors’ Secret Weapon with Frank Bonanno
September 12, 2023 21:30 - 16 minutes - 31 MBIn this podcast, Frank Bonanno, Managing Director at StoneCastle Partners, LLC, provides insight into the importance of cash management for advisors and the unique advantages offered by StoneCastle’s solutions. Topics also discussed: The resurgence of cash as a favored asset class and how advisors are using it to grow assets under management. The impact of … Continue reading Episode 184 – The Cash Resurgence: Advisors’ Secret Weapon with Frank Bonanno →
Episode 183 – Uncovering Hidden Pain Points in RIA Practices with Lincoln Ross
September 12, 2023 21:27 - 21 minutes - 39.4 MBLincoln Ross sits as the President & CEO of CircleBlack: the all-in-one wealth platform for the relationship-focused advisor. Lincoln and Doug talk through the challenges RIAs encounter when striving to provide top-notch client experiences while also managing portfolios effectively. They also discussed: The common hurdles faced by RIAs throughout their professional journeys. Real-world examples highlighting … Continue reading Episode 183 – Uncovering Hidden Pain Points in RIA Practices with L...
Episode 181 – Data-Driven Wealth Management with Stephen Daffron
September 05, 2023 14:03 - 19 minutes - 34.8 MBStephen Daffron is the Chairman and Chief Executive Officer of BetaNXT, the next wave in wealth management technology and outsourcing solutions. Join Stephen as he introduces BetaNXT, its offerings, and the challenges they are helping wealth advisors and investors address. Topics also discussed: Stephen’s diverse background and his journey and role in co-founding BetaNXT. The … Continue reading Episode 181 – Data-Driven Wealth Management with Stephen Daffron →
Episode 180 – How to Make Your Website Business Develop (and Introduce Yourself to Prospects) with Nate Blair
August 28, 2023 20:42 - 14 minutes - 27.3 MBNate Blair is a Partner at Palo Alto Wealth Advisors alongside long time friend, Ryan Schmidt. The two founded Palo Alto Wealth Advisors in order to serve the unique needs of tech professionals as they plan their lives and careers. In this podcast, Nate discusses the client-focused approach to marketing which Palo Alto Wealth follows, … Continue reading Episode 180 – How to Make Your Website Business Develop (and Introduce Yourself to Prospects) with Nate Blair →
Episode 182 – The Charitable Arm of Financial Services with Barkley Payne
August 22, 2023 18:24 - 16 minutes - 30 MBIn this podcast, Barkley Payne, President and Executive Director of Invest in Others, introduces the firm and its mission to support nonprofits through the involvement of financial professionals who contribute their resources, time, and talents. They also discussed: The platform for financial advisors that Invest in Others offers, allowing them to make a positive impact … Continue reading Episode 182 – The Charitable Arm of Financial Services with Barkley Payne →
Episode 179 – Direct Indexing Demystified: Personalized Wealth Strategies with Dave Gordon
August 22, 2023 17:58 - 12 minutes - 22.7 MBDavid Gordon is the Senior Vice President of Direct Indexing at Vestmark: a wealthtech firm that provides portfolio management solutions and outsourced services to financial professionals. In this podcast, Dave and Doug discuss how advisors can use tax management methods to attract and retain clients, ultimately helping them grow their businesses. They also discussed: Tax … Continue reading Episode 179 – Direct Indexing Demystified: Personalized Wealth Strategies with Dave Gordon →
Episode 178 – Decoding the CRE Puzzle with Amna Nawaz
August 22, 2023 17:54 - 15 minutes - 29.2 MBIn this episode, listen as Amna Nawaz, Investment Analyst in the OCIO at CrowdStreet, discusses the world of commercial real estate, uncovering mispriced opportunities, market trends, and the art of navigating a changing economic landscape. They also discussed: Mispriced opportunities in the CRE market due to inefficiencies, especially in the face of historically high interest … Continue reading Episode 178 – Decoding the CRE Puzzle with Amna Nawaz →
Episode 177 – Moments That Matter: The Default Caregiver with Steve and Phyllis Gresham
August 14, 2023 23:59 - 14 minutes - 27.4 MBIn this podcast, Steve Gresham, the Managing Principal of NextChapter and the Senior Education Advisor with the Alliance of Lifetime Income, is joined by his mother, Phyllis Gresham, for a special episode on the role as the default caregiver. Steve and Phyllis delve into the intricacies of caregiving, sharing personal anecdotes, financial challenges, and reflections … Continue reading Episode 177 – Moments That Matter: The Default Caregiver with Steve and Phyllis Gresham →
Episode 176 – Moments That Matter: Unexpected Health Events with Steve and Phyllis Gresham
August 14, 2023 23:59 - 18 minutes - 33.5 MBIn this podcast, Steve Gresham, the Managing Principal of NextChapter and the Senior Education Advisor with the Alliance of Lifetime Income, is joined by his mother, Phyllis Gresham, for a special episode on unexpected medical events. The duo explores the challenges, lessons, and need for preparedness surrounding caregiving, long-term care, and the inevitable health changes … Continue reading Episode 176 – Moments That Matter: Unexpected Health Events with Steve and Phyllis Gresham →
Episode 175 – Moments That Matter: Aging in Place with Steve and Phyllis Gresham
August 11, 2023 21:17 - 18 minutes - 33.9 MBIn this podcast, Steve Gresham, the Managing Principal of NextChapter and the Senior Education Advisor with the Alliance of Lifetime Income, is joined by his mother, Phyllis Gresham, for a special episode on aging in place. The two discuss the importance of planning ahead for the vulnerable later years of one’s life; highlighting necessary arrangements … Continue reading Episode 175 – Moments That Matter: Aging in Place with Steve and Phyllis Gresham →
Episode 174 – Securing Your Future with Mike Harris and Tom West
August 09, 2023 16:58 - 25 minutes - 45.9 MBMike Harris with the Alliance for Lifetime Income hosts an episode in conversation with Tom West, a Senior Partner at Signature Estate & Investment Advisors. In this podcast, Mike and Tom talk through retirement income planning and the risk of outliving one’s retirement savings. They also discussed: The latest research study “Protected Retirement Income and … Continue reading Episode 174 – Securing Your Future with Mike Harris and Tom West →
Episode 173 – The Five Myths of Wealth Management M&A with Jim Tennies
August 04, 2023 20:14 - 19 minutes - 36.1 MBJim Tennies is the President and Co-Founder of InCap Group, a boutique investment bank providing sell-side and buy-side M&A advice, valuation services and capital raising assistance. In this podcast, Jim debunks the “myths” and misconceptions in wealth management M&A that may be holding you back from making informed financial decisions. They also discussed: The complexities … Continue reading Episode 173 – The Five Myths of Wealth Management M&A with Jim Tennies →
Episode 172 – Structuring for Success: A Guide to Increased Firm Valuation with John Langston
July 27, 2023 14:12 - 15 minutes - 27.6 MBJohn Langston is the Founder and Managing Partner of Republic Capital Group, a provider of investment banking services to the RIA, Wealth and Asset Management communities. The team at Republic Capital offers buy side and sell side services, merger advisory and sourcing equity and debt capital, bringing extensive experience across financial services to their clients. … Continue reading Episode 172 – Structuring for Success: A Guide to Increased Firm Valuation with John Langston →