Voice from the Hills
62 episodes - English - Latest episode: 11 months ago - ★★★★★ - 5 ratingsVoice from the Hills was created to educate clients and listeners on the best practices for life and wealth transitions and highlight the unique aspects of the services and experience of those we interview.
This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.
Hosted on Acast. See acast.com/privacy for more information.
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
Playing the PR Game: A Conversation with Jason Lahita
June 05, 2023 15:51 - 57 minutes - 79.3 MB"You should take it personally if you don't get quoted in an article when you spent time engaging on a certain topic. You should want to improve and figure out why it is that you didn't get in the piece. And any good PR team is gonna help you get to the bottom of that and get better the next time out." - Jason Lahita - Through his own experiences and real-life anecdotes, Jason Lahita uncovers the intricacies of the PR landscape, from mastering the art of storytelling to cultivating transpa...
Special Episode: Origin Story
April 12, 2023 14:00 - 53 minutes - 73 MBJoin James Werner as he explores the ORIGIN STORY of Voice From the Hills Podcast. - After almost 40 episodes, it seems only fitting that the story of Voice From the Hills be told through the guests that were on the show. Voice From the Hills strives to introduce the best and brightest talents in the industry. With each guest, we gain access to his or her unique capabilities and perspectives. The insights gained from the guests helps our audience build and manage their wealth, and help ce...
Fractional Evangelism: A Conversation with Diana Cabrices
March 29, 2023 14:00 - 47 minutes - 65.6 MB"When you're in your own ecosystem, you can't look at your product or your story from an outside perspective and pick out those really unique and interesting things and spit them back out in a very compelling way... That's why we all need that fractional evangelist, because it's very difficult to evangelize for yourself." - Diana Cabrices shares the power of marketing evangelists for fintech startups. She discusses her "aha moment" realizing a need for her services and becoming an evangel...
Stacked: A Conversation with Corey Hoffstein
March 15, 2023 15:00 - 48 minutes - 66.8 MB"If you look at every major financial catastrophe, leverage is there, but it's not leverage on its own. It's concentrated leverage. It's using leverage to do two and three times exposure to stocks rather than using leverage to unlock the benefits of diversification." - On this episode of Voice From the Hills, we discuss various topics related to investing and portfolio management. Corey Hoffstein explains how investors often misapply probabilities and trends and introduces the concept of ...
Market Insights: A Conversation with Dean Rogers
March 01, 2023 15:00 - 42 minutes - 39.2 MB"Every day that the market is down, your future expected return is going to increase regardless of what asset you're investing into." On this episode, Dean Rogers and James Werner discuss: The origin of the terms "Bull" and "Bear" in the stock market. The the concept of yield curve and investing in short-term bonds. Including risk-managing alternatives in portfolios for long-term investment. - Check out Dean's article mentioned in the episode: The Ballad of Bulls & Bears - Originall...
On Sabbaticals: A Conversation with Jake Northrup
February 15, 2023 16:00 - 44 minutes - 40.6 MBJake Northrup dives into the financial implications of taking a sabbatical and society's shift towards valuing experiences over material possessions. "Look at this 10 or 15 years down the road. What are you going to remember most? What's most important to you as a family? And a couple?" On this episode, Jake Northrup and James Werner discuss: Jake's decision to go on a once-in-a-lifetime trip to Antarctica instead of using the money to purchase a home. The benefits of taking a sabbatical...
Buckle Up: A Conversation with Kelly Waltrich
January 25, 2023 16:00 - 37 minutes - 52.1 MBKelly discusses proving your value, nurturing your audience, and transforming your business. - Check out our new mini pod, The Stream. The stream is highlights timely updates and information and introduces important ideas and concepts in short but impactful three minute micro pods. You can subscribe separately to The Stream on all podcast platforms or through any Alexa enabled device by simply saying "Alexa, play the latest update from Silicon Hills Wealth". If you'd like to learn more ab...
Think Giving: A Conversation with Brandon O'Neill
December 08, 2022 16:00 - 47 minutes - 43.8 MBBrandon O’Neill shares some great insight on personally impacting your community, involving the next Generation, and making the most of your generosity. - Brandon's passion is to make charitable giving a part of the financial planning process for more individuals. He is the Charitable Planning Consultant at Fidelity Charitable and serves as a resource to advisors in Texas, Arkansas, Louisiana, New Mexico, Kansas and Oklahoma who seek to deepen client engagement and grow their practice by b...
ICYMI- A Voice From the Hills Podcast Recap Ep. 23-28
November 23, 2022 16:00 - 13 minutes - 18.5 MB(0:25) Adam Holt- CEO & Founder at Asset-Map Holdings, Co-host of Rethink the Financial Advisor Podcast, International Keynote Speaker, and "Recovering" Financial Advisor. (1:21) Kevin Lozer- Co-Founder of Holistiplan, and Principal/Founder Oakton Financial (2:50) Aaron Klein- Co-Founder and CEO at Riskalyze (5:04) Russell James- Professor of Charitable Financial Planning at Texas Tech University (7:25) Kristen Schmidt- Founder |Tech Strategist & Consultant at RIA Oasis and Fidelity Oper...
A Conversation with Penny Phillips EP. 30
November 09, 2022 16:00 - 52 minutes - 48.3 MBPenny shares the importance of active listening, reducing your importance, and overcoming life’s obstacles to gain new strengths. Hosted on Acast. See acast.com/privacy for more information.
Relentless: A Conversation with Penny Phillips
November 09, 2022 16:00 - 52 minutes - 48.3 MBPenny shares the importance of active listening, reducing your importance, and overcoming life’s obstacles to gain new strengths. Hosted on Acast. See acast.com/privacy for more information.
Limitless: A Conversation with Stephanie Bogan
October 26, 2022 15:00 - 57 minutes - 78.7 MBStephanie reminds us that busy is an excuse, we are in control, and that our success is inextricably tied to our mindset. Hosted on Acast. See acast.com/privacy for more information.
A Conversation with Stephanie Bogan EP. 29
October 26, 2022 15:00 - 57 minutes - 78.7 MBStephanie reminds us that busy is an excuse, we are in control, and that our success is inextricably tied to our mindset. Hosted on Acast. See acast.com/privacy for more information.
A Conversation with Susan McKenna EP. 28
October 10, 2022 15:00 - 45 minutes - 41.8 MBeMoney CEO Susan McKenna talks to us about bringing financial peace of mind to the masses, leveraging technology through diversity and inclusion and ultimately helping advisors and clients talk about money. Hosted on Acast. See acast.com/privacy for more information.
Bridging the Gap: A Conversation with Susan McKenna
October 10, 2022 15:00 - 45 minutes - 41.8 MBeMoney CEO Susan McKenna talks to us about bringing financial peace of mind to the masses, leveraging technology through diversity and inclusion and ultimately helping advisors and clients talk about money. Hosted on Acast. See acast.com/privacy for more information.
A Conversation with Kristen Schmidt EP. 27
September 28, 2022 21:00 - 59 minutes - 82.1 MBKristen is a tech stack/process savant who knows what works, understands the pain points and wish lists of executives, team members, and end clients. Hosted on Acast. See acast.com/privacy for more information.
The Power of Story: A Conversation with Dr. Russel James
September 12, 2022 15:00 - 1 hour - 88.7 MBDr. Russell James discusses the power of story, the client as the hero of their story, and how advisors can ascend to the role of trusted sage. - Learn more about Silicon Hills Wealth Management here. Silicon Hills Wealth Management is a financial planning and wealth management firm based in Austin, Texas. We provide exceptionally personalized financial planning services, specially designed to impact people’s lives for the better at every level, for a world truly invested. - Follow us on...
A Conversation with Dr. Russel James EP. 26
September 12, 2022 15:00 - 1 hour - 88.7 MBDr. Russell James discusses the power of story, the client as the hero of their story, and how advisors can ascend to the role of trusted sage. Hosted on Acast. See acast.com/privacy for more information.
The Power of Story: A Conversation with Dr. Russell James
September 12, 2022 15:00 - 1 hour - 88.7 MBDr. Russell James discusses the power of story, the client as the hero of their story, and how advisors can ascend to the role of trusted sage. - Learn more about Silicon Hills Wealth Management here. Silicon Hills Wealth Management is a financial planning and wealth management firm based in Austin, Texas. We provide exceptionally personalized financial planning services, specially designed to impact people’s lives for the better at every level, for a world truly invested. - Follow us on...
A Conversation with Kevin Lozer EP. 25
August 29, 2022 15:00 - 43 minutes - 59.6 MBHolistiplan co-founder Kevin Lozer talks about his life and career resets, building a stand alone fintech solution for life insurance that morphed into a popular tax planning application, and going from beta to 12,000 subscribers. Hosted on Acast. See acast.com/privacy for more information.
Holistiplan: A Conversation with Kevin Lozer
August 29, 2022 15:00 - 43 minutes - 59.6 MBHolistiplan co-founder Kevin Lozer talks about his life and career resets, building a stand alone fintech solution for life insurance that morphed into a popular tax planning application, and going from beta to 12,000 subscribers. - Learn more about Silicon Hills Wealth Management here. Silicon Hills Wealth Management is a financial planning and wealth management firm based in Austin, Texas. We provide exceptionally personalized financial planning services, specially designed to impact peo...
Fearless: A Conversation with Aaron Klein
August 15, 2022 15:00 - 52 minutes - 72.2 MBRiskalyze CEO Aaron Klein talks about the significance of family, the challenges of entrepreneurship, and how quantifying risk can turn the fearful investor into a fearless investor - Learn more about Silicon Hills Wealth Management here. Silicon Hills Wealth Management is a financial planning and wealth management firm based in Austin, Texas. We provide exceptionally personalized financial planning services, specially designed to impact people’s lives for the better at every level, for a ...
A Conversation with Aaron Klein EP. 24
August 15, 2022 15:00 - 52 minutes - 72.2 MBRiskalyze CEO Aaron Klein talks about the significance of family, the challenges of entrepreneurship, and how quantifying risk can turn the fearful investor into a fearless investor Hosted on Acast. See acast.com/privacy for more information.
Painting Your Financial Picture: A Conversation with Adam Holt
August 01, 2022 15:00 - 46 minutes - 63.4 MBAdam Holt joins us to discuss his transition from advisor to fintech founder and the importance of having all your wealth and all your advisors on the same page. - Learn more about Silicon Hills Wealth Management here. Silicon Hills Wealth Management is a financial planning and wealth management firm based in Austin, Texas. We provide exceptionally personalized financial planning services, specially designed to impact people’s lives for the better at every level, for a world truly invested...
A Conversation with Adam Holt EP. 23
August 01, 2022 15:00 - 46 minutes - 63.4 MBAdam Holt joins us to discuss his transition from advisor to fintech founder and the importance of having all your wealth and all your advisors on the same page. Hosted on Acast. See acast.com/privacy for more information.
ICYMI- A Voice From the Hills Podcast Recap Ep. 16-22
July 20, 2022 15:00 - 18 minutes - 16.8 MBHosted on Acast. See acast.com/privacy for more information.
A Conversation with Dr. David Rhoiney EP. 22
June 27, 2022 21:00 - 1 hour - 96.3 MBCharting a Path to Financial Literacy On the Way to Success. Hosted on Acast. See acast.com/privacy for more information.
A Conversation with Shana Sissel EP. 21
June 13, 2022 21:00 - 54 minutes - 75.1 MBShana Sissel joins us to share her expertise on alternative investments and to share her experience on the 64th Floor of Tower 2 on September 11th Hosted on Acast. See acast.com/privacy for more information.
A Conversation with Caitlin Cook EP. 20
May 30, 2022 21:00 - 46 minutes - 64.2 MBIs Blockchain and the crypto complex the future of finance or a cautionary tale? Let’s dive in together. Hosted on Acast. See acast.com/privacy for more information.
A Conversation with Denise Shull EP. 19
May 16, 2022 21:00 - 1 hour - 87.6 MBIn Contrast to traditional Cognitive Behavioral Science, Denise challenges high performers to embrace feeling and emotion and harness intuition. The results are solid gold. Hosted on Acast. See acast.com/privacy for more information.
A Conversation with Emily Binder EP. 18
May 04, 2022 21:00 - 56 minutes - 51.5 MBEmily Binder joins us to discuss the power of voice and the challenges and opportunities that wait for early adopters and entrepreneurs. Hosted on Acast. See acast.com/privacy for more information.
A Conversation with Janet Torres EP. 17
April 25, 2022 21:00 - 19 minutes - 26.5 MBThe Literacy Coalition of Central Texas provides direct literacy educational services and provides training, support, and placement across over 67 partner organizations to expand both the reach and the quality of literacy services for those in need. Hosted on Acast. See acast.com/privacy for more information.
ICYMI- A Voice From the Hills Podcast Recap Ep. 9-15
April 19, 2022 17:22 - 13 minutes - 17.9 MBHosted on Acast. See acast.com/privacy for more information.
A Conversation with Daniel Crosby - EP. 16
April 11, 2022 21:00 - 57 minutes - 78.4 MBDr. Daniel Crosby joins us to discuss utilizing education, curated environment, and encouragement to bring out our best as investors, financial stewards, and human beings. Dr. Dan reminds are we all simultaneously susceptible to poor decisions but also mere steps away from greatness. Hosted on Acast. See acast.com/privacy for more information.
A Conversation with Adam Singer - EP.15
March 28, 2022 21:04 - 47 minutes - 64.9 MBAdam Singer talks building your own sandbox to pursue personal growth, monitoring skills advancement and not just compensation, and focusing your efforts on what isn’t going to change. Hosted on Acast. See acast.com/privacy for more information.
A Conversation with Nicole Casperson
March 14, 2022 21:00 - 51 minutes - 70.6 MBNicole Casperson is a reporter turned creator, an unabashed advocate for diversity and inclusion, and one of the best resources for Fintech in our Industry. Join us as we talk new media, fintech, and the surprising role that Ukraine plays in the fintech marketplace. See acast.com/privacy for privacy and opt-out information.
A Conversation with Nicole Casperson - EP.14
March 14, 2022 21:00 - 51 minutes - 70.6 MBNicole Casperson is a reporter turned creator, an unabashed advocate for diversity and inclusion, and one of the best resources for Fintech in our Industry. Join us as we talk new media, fintech, and the surprising role that Ukraine plays in the fintech marketplace. Hosted on Acast. See acast.com/privacy for more information.
A Conversation with Brian Portnoy - EP. 13
February 23, 2022 23:30 - 1 hour - 83.1 MBBrian Portnoy discusses the importance of funded contentment and the idea that while our situations are unique and special, our behavioral challenges are not. Human is human. Hosted on Acast. See acast.com/privacy for more information.
A Conversation with Dani Fava - EP. 12
January 26, 2022 22:00 - 56 minutes - 77.2 MBThe future of finance revolves around managing the micro moments, making the next best decision. Join as Dani Fava walks us through the future of on time financial literacy for all levels of wealth. Hosted on Acast. See acast.com/privacy for more information.
A Conversation with Joelle Boneparth - EP. 11
January 12, 2022 21:00 - 54 minutes - 49.9 MBJoelle Boneparth published author, corporate attorney, household CEO, and so much more. Join us for a wide ranging conversation on balancing career, family, passion projects, and going through life without an off button. Hosted on Acast. See acast.com/privacy for more information.
A Conversation with John Nersesian - EP. 10
December 27, 2021 21:00 - 58 minutes - 53.5 MBLet’s talk equity compensation. But let’s do it with the best. John is currently Head of advisor education at PIMCO, but he’s worn every hat at the highest level. Wisdom is what happens when experience intersects with knowledge. Today we bring you real wisdom! Enjoy! Hosted on Acast. See acast.com/privacy for more information.
10 Year End Questions - End-of-Year Recap
December 15, 2021 17:14 - 5 minutes - 4.89 MB10 year-end questions to help you end 2021 on a positive note and start 2022 on a proactive one. Hosted on Acast. See acast.com/privacy for more information.
ICYMI- A Voice From the Hills Podcast Recap Ep. 1-8
December 10, 2021 18:09 - 16 minutes - 15 MBWhy do a podcast? What do we talk about? Who will we talk to? Who’s going to listen? Here’s a sample of the talented voices we have assembled and their inspiring stories. Hosted on Acast. See acast.com/privacy for more information.
A Conversation with Samantha Russell, Chief Evangelist at FMG Suite - EP. 9
December 08, 2021 18:30 - 41 minutes - 38 MBFMG Suite Chief Evangelist Samantha Russell joins us for a discussion of marketing best practices, being social on social media, and the all-important five-second test! Hosted on Acast. See acast.com/privacy for more information.
A Conversation with Matt Ott, Executive Director of Black Fret - EP. 8
November 17, 2021 22:00 - 44 minutes - 40.9 MBBlack Fret is a membership-driven organization designed to provide consistent and sustainable support for local artists. The advocacy model is built on sponsors and supporters that share a love of music and a desire to give back. Hosted on Acast. See acast.com/privacy for more information.
A Conversation with Perth Tolle, Founder of Life + Liberty Indexes - EP. 7
October 20, 2021 20:00 - 41 minutes - 38.3 MBEmerging market investments using freedom as the primary investment factor. Perth Tolle explains her story and why freedom has alpha. Hosted on Acast. See acast.com/privacy for more information.
A Conversation with Professor Russell James, PhD
October 06, 2021 20:01 - 47 minutes - 43.2 MBLooking to take your charitable giving to the next level? Join us for a conversation with Professor Russell James, PhD! See acast.com/privacy for privacy and opt-out information.
Professor Russell James, PhD - Charitable Giving - EP. 6
October 06, 2021 20:01 - 47 minutes - 43.2 MBLooking to take your charitable giving to the next level? Join us for a conversation with Professor Russell James, PhD! Hosted on Acast. See acast.com/privacy for more information.
Glenda Molina, CFP - An ATX Woman to Watch - EP. 5
September 22, 2021 21:00 - 45 minutes - 41.6 MBOn this week’s episode of Voice from the Hills, James Werner has a conversation with Silicon Hills Wealth Management's very own, Glenda Molina, who was just named an ATX Women to Watch! Hosted on Acast. See acast.com/privacy for more information.
Glenda! ATX Women to Watch
September 22, 2021 21:00 - 45 minutes - 41.6 MBOn this week’s episode of Voice from the Hills, James Werner has a conversation with Silicon Hills Wealth Management's very own, Glenda Molina, who was just named an ATX Women to Watch! See acast.com/privacy for privacy and opt-out information.