Latest Financial wellness Podcast Episodes
The Art of Financial Planning: Creative Optimism over Rational Pessimism
Wealth Builders - A StatonWalsh Podcast - January 24, 2024 19:00 - 22 minutes ★★★★★ - 2 ratingsAre you tired of the same old financial planning advice? It's time to tune into our latest podcast episode: "The Art of Financial Planning". In this episode, we dive deep into the world where finance meets creativity. Discover why financial planning isn't just about numbers and spreadsheets – i...
From Ukraine to the United States: A Financial Planning Journey with Polina Bolotnikova
Wealth Builders - A StatonWalsh Podcast - December 06, 2023 16:00 - 32 minutes ★★★★★ - 2 ratingsHave you ever thought about the importance of financial planning and how it differs from country to country? In our latest episode of Wealth Builders, we interview our very own Polina Bolotnikova, who moved from Ukraine to the United States two years ago. Our conversation with Polina delves int...
Tax Talk 2024: What the IRS Changes Mean for You
Wealth Builders - A StatonWalsh Podcast - November 28, 2023 15:00 - 24 minutes ★★★★★ - 2 ratingsThis episode of Wealth Builders delves into the recently announced IRS updates for the 2024 tax year, offering listeners an in-depth understanding of the new tax brackets, standard deductions, and retirement plan contribution limits. Designed to assist taxpayers in proactive financial planning, ...
Plan on Your Plan not Going According to Plan
Wealth Builders - A StatonWalsh Podcast - November 07, 2023 16:00 - 34 minutes ★★★★★ - 2 ratingsPlan on Your Plan Not Going According to Plan- The Most Overlooked Variable in Financial Planning As we unveil our newest WealthBuilders episode: "Plan on Your Plan not Going According to Plan" it might prompt you to question the use of "plan" in the title three times . And just like that, you’...
"The Changing Landscape of HSA Contributions in 2024: What You Need to Know"
Wealth Builders - A StatonWalsh Podcast - October 31, 2023 19:00 - 23 minutes ★★★★★ - 2 ratingsWelcome to another episode of Wealth Builders! Today, we dive deep into the world of Health Savings Accounts (HSAs) and the notable changes set for 2024. If you're aiming to make the most of your healthcare finances or wondering how the recent IRS updates could impact you, this episode is packed...
Motivational Interviewing Techniques with Kelly Majdan
The Wealth@Work Show - September 08, 2023 17:00 - 10 minutesKelly Majdan joins Ross Marino sharing tips on asking good questions to balance the cognitive and behavioral facets of our understanding.
Strategic Retirement Partners: How We Did it! w/ Deane Mayhofer and Jeff Cullen
The Wealth@Work Show - August 18, 2023 19:00 - 13 minutesDeane Mayerhofer and Jeffrey Cullen share their insights with Ross Marino on Strategic Retirement Partners success.
AI and ChatGPT in Financial Services with Petros Koumantaros
The Wealth@Work Show - August 18, 2023 15:00 - 12 minutesPetros Koumantaros and Ross Marino discuss the AI technology in ChatGPT.
Non-Qualified Deffered Comp and the Great Resignation with Jeff Acheson
The Wealth@Work Show - August 16, 2023 16:00 - 15 minutesJeff Acheson and Ross Marino discuss how employers can retain mission critical employees by offering non-qualified deferred comp options.
Put the Big "F" in a Box with Jamie Greenleaf and Jed Cohen
The Wealth@Work Show - July 28, 2023 14:00 - 15 minutesJamie Greenleaf and Jed Cohen join Ross Marino discussing the role of the fiduciary in the changing healthcare benefits industry.
The Office is Dead. Now What? with Maryanne Spatola
The Wealth@Work Show - July 21, 2023 20:00 - 16 minutesMaryanne Spatola joins Ross Marino to share info on how the office, and the ways we work, are changing in today's workplace. #humanfirst #humanresources #workplace
What does a financial advisor actually do?
Wealth Builders - A StatonWalsh Podcast - March 09, 2023 00:00 - 29 minutes ★★★★★ - 2 ratingsAre you tired of hearing the term "financial advisor" thrown around without really knowing what it means? Do you want to know how a financial advisor can help you achieve your financial goals? Then this episode of Wealth Builders is for you! In this episode, we're going to answer a question tha...
The 2023 Real Estate Market: Opportunities and Challenges
Wealth Builders - A StatonWalsh Podcast - February 16, 2023 10:00 - 37 minutes ★★★★★ - 2 ratingsJoin us on this week's episode of Wealth Builders, as we dive into the 2023 real estate market with Andrew Spangenberger and Brandon Rajotte of The Spangenberger Home Team. Andrew and Brandon will share their unique insights and expertise on the current state of the housing market, including the...
Are Americans Experiencing a Retirement Savings Crisis?
Wealth Builders - A StatonWalsh Podcast - February 02, 2023 10:00 - 21 minutes ★★★★★ - 2 ratingsIs America on the brink of a retirement savings crisis? In this must-listen episode, we delve deep into the current state of retirement planning in the United States. A recent article published by Financial-Planning.com quoted a study that found 47% of Americans stopped saving for retirement las...
Secure Act 2.0: A Closer Look
Wealth Builders - A StatonWalsh Podcast - January 11, 2023 16:00 - 22 minutes ★★★★★ - 2 ratingsRecently, a proposed expansion of the Secure Act known as Secure Act 2.0 was introduced in Congress. This expansion includes additional provisions that aim to further improve retirement security and address other financial issues faced by Americans, such as healthcare and Social Security. In th...
When is the right time to own life insurance?
Wealth Builders - A StatonWalsh Podcast - September 08, 2022 15:00 - 43 minutes ★★★★★ - 2 ratingsIt's Life Insurance Awareness Month! Evan Roberts joins us on the podcast this week to discuss how life insurance works and when the right time to own it is. No one really wants to talk or think about life insurance, but if someone depends on you financially, it's a topic you can't avoid. Evan b...
DOUBLE EPISODE: Jeff Acheson, Alex Assaley & Brett Shofner talk Wealth@wor(k) 2022
The Wealth@Work Show - September 06, 2022 14:00 - 22 minutesRegister to attend Wealth@wor(k) 2022 today by visiting https://wealthatwork.live Part 1 Ross Marino talks with Jeff Acheson of Independent Financial Partners about his upcoming session at Wealth@wor(k) 2022 that revolves around changing the focus of financial planning to a human first approach...
Tailgating Hacks & Tips
WalletWorks - September 02, 2022 16:00 - 14 minutes ★★★★★ - 7 ratingsWalletWorks Podcast – Episode 10: Tailgating Hacks With fall on the horizon, many folks are gearing up for football season. We’re joined by our Sports Marketing Manager, Kyle Kissinger, to share all our favorite tips for throwing the best tailgating party for you and your friends. In this epi...
DOUBLE EPISODE: Talking Wealth@wor(k) with Devyn Duex, Tina Shackman, Holly Knight & Faith Teope
The Wealth@Work Show - August 22, 2022 14:00 - 17 minutesRegister to attend Wealth@wor(k) 2022 today by visiting https://wealthatwork.live Part 1 Ross Marino talks with Devyn Duex & Tina Shackman about their upcoming session at Wealth@wor(k) 2022. “Getting Back to Basics” is all about figuring out basic necessities in order to develop a successful re...
DOUBLE EPISODE: John Sullivan & Jamie Greenleaf Talk Wealth@wor(k)
The Wealth@Work Show - August 12, 2022 16:00 - 12 minutesRegister for Wealth@wor(k) today by visiting wealthatwork.live On this episode of Wealth@wor(k)... Part 1: Ross Marino talks with John Sullivan, Editor-in-chief of 401(k) Specialist Magazine, a publication/website dedicated to helping retirement plan advisors ensure a secure retirement for hard...
Supporting Current and Formerly Incarcerated Students in Higher Education
Student Centricity: A Podcast For Higher Ed Professionals - August 02, 2022 21:00 - 40 minutes ★★★★★ - 3 ratingsThe stigma of incarceration often bars individuals from pursuing higher education, causing opportunity and accessibility gaps. In this episode of Student Centricity, Dr. Brandon Warren, Director of Reentry Services at Lee College, joins the conversation and offers insight into expanding educatio...
Top Gun & Bonds
Wealth Builders - A StatonWalsh Podcast - July 07, 2022 10:00 - 29 minutes ★★★★★ - 2 ratingsTop Gun and Bonds, what could they have in common? Make sure to listen in on this weeks episode to find out as we are joined by a very special guest, Kevin Flanagan. Kevin is the Head of Fixed Income Strategy at Wisdom Tree Asset Management. One of the topics we continue to see in the headlines ...
Special Market Update
Wealth Builders - A StatonWalsh Podcast - July 01, 2022 10:00 - 26 minutes ★★★★★ - 2 ratingsIn this week's episode, we are going to be doing a special market update. A lot has been going on in the world and we thought it was necessary to provide some insight between our normal quarterly market webinars. Many topics are being discussed in the news like bear markets, recession and inflat...
Insights from the Workforce Talent Educators Association
Student Centricity: A Podcast For Higher Ed Professionals - June 27, 2022 19:00 - 35 minutes ★★★★★ - 3 ratingsFor college graduates, entering the workforce is no small feat. That’s where the Workforce Talent Educators Association comes in, to help bridge the gap between college graduates and the jobs they want. In this episode of Student Centricity, Dr. Jennifer Dirmeyer, Managing Director of the Workfo...
Insights from the Workforce Talent Educators Association
Student Centricity: A Podcast For Higher Ed Professionals - June 27, 2022 19:00 - 35 minutes ★★★★★ - 3 ratingsFor college graduates, entering the workforce is no small feat. That’s where the Workforce Talent Educators Association comes in, to help bridge the gap between college graduates and the jobs they want. In this episode of Student Centricity, Dr. Jennifer Dirmeyer, Managing Director of the Workfo...
Mixed Messaging - Who do you listen to?
Wealth Builders - A StatonWalsh Podcast - June 20, 2022 10:00 - 15 minutes ★★★★★ - 2 ratingsIn this week's episode we address the topic of mixed messaging in financial media. There are many different headlines daily in the media and as investors we can struggle with who is right and who is wrong. In today's conversation, we are going to pick apart how investors should look at financial...
Creating a Sense of Belonging for First-Generation Students
Student Centricity: A Podcast For Higher Ed Professionals - May 02, 2022 15:00 - 34 minutes ★★★★★ - 3 ratingsA third of first-generation college students drop out within their first three years. To cultivate success for these individuals, institutions need more than the usual on-campus resources. Returning to Student Centricity is Dr. Ne’Shaun Jones, Institutional Support Consultant at Trellis Company,...
College Stopouts—How to Connect and Reclaim Withdrawn Students
Student Centricity: A Podcast For Higher Ed Professionals - May 02, 2022 15:00 - 40 minutes ★★★★★ - 3 ratingsThere are many reasons why a college student might stop out, but increasing the time it takes to get a degree can come at a great cost to both students and institutions. On this episode of Student Centricity, we are joined by Dr. George A. Williams of Our Lady of the Lake University and Dr. Ne’S...
It's Wedding Season!
Wealth Builders - A StatonWalsh Podcast - April 04, 2022 14:00 - 25 minutes ★★★★★ - 2 ratingsIn this episode of Wealth Builders, we discuss all the issues and conversations you should be having when getting married. In 2022, there is expected to be over 2.6 million weddings in the United States! With all the planning and excitement leading up to the big day, it is important to have disc...
Episode 9: Debt Consolidation Tips
WalletWorks - March 18, 2022 13:00 - 31 minutes ★★★★★ - 7 ratingsIf you’re feeling overwhelmed by debt, you’re not alone. Household debt continues to rise and stretch many families’ budgets. The good news is, there’s a way out. In this episode, we’ll review how debt consolidation works, what types of debt you can consolidate, and what to consider before you t...
Related Financial wellness Topics
- Money 4
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