Latest Wealthmanagement Podcast Episodes
2024 Financial TRENDS (and what hasn't changed?)
Through The Pines - July 14, 2024 13:51 - 52 minutes ★★★★★ - 29 ratingsWhat are the Financial Planning Trends of 2024? Holistic Approach to financial planning: focusing on factors outside of just investments Staying ahead of client’s insatiable appetite for financial news and information Virtual meetings Using AI to determine financial trends. Other uses...
S7EP1: State of the Markets: Proceed with Caution
TechGirl Financial Podcast - July 09, 2024 10:01 - 27 minutes ★★★★★ - 5 ratingsThe TechGirl Financial podcast returns with its seventh season providing deep insights on the financial markets and an inside look at the landscape of our economy. We kick things off with a conversation about the state of the markets today, what to expect in the year to come, and why in times of...
Greatest Hits - Peak Performance with Alan Stein Jr. – World Renowned Speaker, Coach, and Best-Selling Author
Advisor Talk with Frank LaRosa - July 05, 2024 08:00 - 55 minutes ★★★★★ - 158 ratingsAlan Stein Jr. is a powerhouse of information and expertise. He is the best-selling author of the books Raise Your Game and Sustain Your Game and has become a sought-after speaker for his spirited and actionable mindset training. Alan has worked with some of the most recognized top athletic perf...
A commercial real estate update and the importance of the real estate when selling a practice with Mike Jorgenson of Carr Healthcare Realty
20/20 MONEY - July 01, 2024 10:00 - 57 minutes ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guest on today’s show is Mike Jorgenson with Carr Healthcare Realty. Mike joins me back on the show to give us an update on what he and his team around the country are seeing in the commercial real estate market. We also dive into some of the considerat...
Joe Murphy and Steve Sedahl discuss various topics, including current events, interest rates, bank stress tests, and lessons from Warren Buffett's investor playbook.
Wealth Health Radio with Joe Murphy - June 28, 2024 16:00 - 53 minutes ★★★★★ - 1 ratingIn this episode of Wealth Health Radio, Joe Murphy and Steve Sedahl discuss various topics, including current events, interest rates, bank stress tests, and lessons from Warren Buffett's investor playbook. They emphasize the importance of understanding the impact of current events on retirement ...
Leveraging Authority Marketing for Practice Growth
Advisor Talk with Frank LaRosa - June 27, 2024 08:00 - 51 minutes ★★★★★ - 158 ratingsToday’s show highlights include: *The concept of "authority marketing" and its importance in a crowded industry. *How effective marketing can shorten your sales cycle and help prospects find you first. *The benefits of becoming an author for your credibility and professional image. *A 6-week...
An optometry marketing conversation with Eugene Shatsman: the importance of the Google "snack pack" for your practice, why online scheduling is table stakes, why linking to your Google Biz Profile is a mistake, AI's influence on the future, and more!
20/20 MONEY - June 24, 2024 10:00 - 1 hour ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guest on today’s show is Eugene Shatsman, Managing Partner of National Strategic Group and new host of The Power Hour Podcast. In this wide-reaching marketing conversation, Eugene shares a variety of “low hanging marketing fruit” mistakes and misc...
Fairport Flash: June 2024
Fairport Flash - June 21, 2024 22:22 - 31 minutes ★★★★★ - 3 ratingsFairport Wealth Chicago Advisor and author of Rebuilding Home: A Blog for Widows, Deborah Feldman, sits down with Chief Marketing Officer to discuss the success of the blog and celebrate it's one year anniversary.
Joe Murphy and Steve Sedahl discuss the petrodollar agreement and its impact on the global economy.
Wealth Health Radio with Joe Murphy - June 21, 2024 16:00 - 49 minutes ★★★★★ - 1 ratingIn this conversation, Joe Murphy and Steve Sedahl discuss the petrodollar agreement and its impact on the global economy. They explore the history of the petrodollar, starting with the Bretton Woods agreement in 1944, which established fixed exchange rates and pegged currencies to the US dollar....
Why You Need a Trust
Through The Pines - June 21, 2024 00:02 - 46 minutes ★★★★★ - 29 ratingsSetting Up Your Revocable Living Family Trust Why do we use Trusts What are the parts that make up a Trust What is the lifecycle of a typical trust? What other documents do people usually have prepared when doing their revocable living trust? We tackle these questions on this episode...
Greatest Hits - Purpose Driven Mindset with Ben Newman - Performance Coach, International Speaker, Bestselling Author
Advisor Talk with Frank LaRosa - June 20, 2024 08:00 - 24 minutes ★★★★★ - 158 ratingsBen Newman is a massive force in mindset and performance coaching. He ranks as of one of the Top 50 speakers in the country, is the mental conditioning coach for University of Alabama and Kansas State University, and the author of the best-selling book "Uncommon Leadership". Additionally, Ben wr...
Easy and conspicuous ways to avoid tax mistakes and penalties, how proactive conversations can smooth out your annual tax payment plan, and the intersection of tax and estate planning with Amber Morgan, CPA
20/20 MONEY - June 17, 2024 10:00 - 57 minutes ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guest on today’s show is Amber Morgan, CPA with Mohr CPAs. In the wake of tax season, Amber and I run through some of the easy and conspicuous action items that you can take proactively over the year that not only will have a positive impact on your ove...
The conversation covers the proposed changes to taxation and retirement planning under President Biden's 2025 budget.
Wealth Health Radio with Joe Murphy - June 14, 2024 20:25 - 53 minutes ★★★★★ - 1 ratingThe conversation covers the proposed changes to taxation and retirement planning under President Biden's 2025 budget. The focus is on the potential impact of these changes on individuals and corporations. The discussion highlights the potential for higher taxes on higher income earners and the n...
Episode 36 - Inflation, Growth, and Geopolitical Challenges (June 2024)
KJH Insights - Managing Risk & Returns - June 13, 2024 17:29 - 11 minutesThe KJH Insights podcast, on managing investment risk and returns, looks at the biggest issues affecting markets and how we navigate those issues to build and protect wealth. Listen to Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, as they discuss Nvidia's market dominance, the ca...
What Is Financial Orientation? w/ Brandon Galici [169]
Elementality for Financial Advisors | Elements Financial Vitals System™ - June 13, 2024 11:00 - 38 minutesIn this episode of Elementality Jordan Haines talks with Brandon Galici, founder of Galici Financial, about the standalone value of orienting people to their financial situation. In particular, they explore real-life examples of when orienting someone to their financial situation may be the very...
Retirement Half-Truths!
The Retirement Show: Your Life, Your Money with Scott Sierens - June 13, 2024 09:00 - 20 minutes ★★★★★ - 3 ratingsWe hear a lot of half-truths in the financial world. This isn’t necessarily because people try to make misleading statements, but because sometimes a simple statement just doesn’t quite tell the whole story. Listen in as Scott shares a few examples that show that, while common financial advice c...
The Power of Home Office Visits
Advisor Talk with Frank LaRosa - June 13, 2024 08:00 - 25 minutes ★★★★★ - 158 ratingsToday's show highlights include: *The benefits of home office visits for both firms and advisors. *The importance of details when it comes to planning home office visits. *Why you should understand the in-person culture of a firm before making a decision. *The difference in produ...
Ep 89: Sharpening advice firms for a competitive edge - Dean Lombardo
Between Meetings with Matt Heine - June 10, 2024 21:00 - 37 minutes ★★★★★ - 1 ratingListen to Dean Lombardo, Founder & Principal of Effortless Engagement, as he shares his history in advice to becoming a consultant and an author. Dean talks through how he developed a unique method of evaluating client progression and confidence using short-term milestones and adult learning...
Aligning staff and leadership expectations during the hiring process and building out your HR infrastructure with Amanda Bennett, founder of EyeHR
20/20 MONEY - June 10, 2024 10:00 - 56 minutes ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guest on today’s show is Amanda Bennett. Amanda joins me on the show to talk about a topic that we’ve discussed directly and indirectly on this show—human capital. Specifically, Amanda talks about a gap that she saw in the hiring process over the years ...
The conversation covers significant changes in retirement planning, including the impact of crypto regulations, technical glitches in the stock market, the transition from defined benefit plans to defined contribution plans, and changes in required minimum distributions.
Wealth Health Radio with Joe Murphy - June 07, 2024 16:00 - 52 minutes ★★★★★ - 1 ratingThe conversation covers significant changes in retirement planning, including the impact of crypto regulations, technical glitches in the stock market, the transition from defined benefit plans to defined contribution plans, and changes in required minimum distributions. It also discusses strate...
How To Build A Marketing Strategy w/ Jeff & Abby [168]
Elementality for Financial Advisors | Elements Financial Vitals System™ - June 06, 2024 12:51 - 39 minutesTo register for the workshop go here: https://getelements.com/resources/webinar/how-to-choose-the-right-marketing-strategy/ In this episode of Elementality Abby Morton, CFP®, Director of Advisor Success at Elements, and Jeff Morgan, our head of marketing get ready for our upcoming Marketing...
Greatest Hits - Unleash Your Potential Through Visualization
Advisor Talk with Frank LaRosa - June 06, 2024 08:00 - 22 minutes ★★★★★ - 158 ratingsShow highlights include: *The significance of team building activities in cultivating a positive and productive workplace. *The power that a vision board holds, and why you should make a vision board of your own. *The importance of aligning your organization's vision with the individual goals...
Implementing equipment purchases and expanding scope of care with intentionality in your optometry practice with Dr. Ryan Gustus
20/20 MONEY - June 03, 2024 10:00 - 49 minutes ★★★★★ - 73 ratingsWelcome to this episode of 20/20 Money! My guest on today’s show is Dr. Ryan Gustus, OD. Ryan joins me on the show live from Vision Expo East to discuss something that is very timely given the recording location: how practice owners can think about the implementation of various pieces of equi...
Financial Coach Vs. Financial Planner w/ Taylor Westergard [167]
Elementality for Financial Advisors | Elements Financial Vitals System™ - May 30, 2024 12:57 - 33 minutesIn this episode of Elementality, Jordan Haines, CFP® chats with Taylor Westergard, CFP®, AFC®, founder and financial coach at Evolving Money - a financial coaching firm focused on helping people understand their cashflow and be more intentional with their spending. They discuss the difference ...
Advisor Insights: Making Moves with Jon Kuttin and Frank LaRosa
Advisor Talk with Frank LaRosa - May 30, 2024 08:00 - 50 minutes ★★★★★ - 158 ratingsToday's show highlights include: *The importance of leadership skills in helping advisors advance to the next level. *How the right people and environment are crucial for advisors to excel. *The value of efficient technology when it comes to enhancing the client experience. *How economics wi...
Financial Risk Management - Through The Pines Ep. 58
Through The Pines - May 29, 2024 21:00 - 38 minutes ★★★★★ - 29 ratingsFinancial risk management - what it means, and what you can do about it. What is Financial Risk Management? Risk Management Techniques: Avoidance, Retention, Sharing, Transferring, Loss Prevention & Reduction Investment Approaches: Bonds, Derivatives, Options/Futures, Diverisification, ...
Phasing out: the four exit options for the seller of an optometry practice
20/20 MONEY - May 27, 2024 10:00 - 47 minutes ★★★★★ - 73 ratingsAs a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our monthly “planning life on purpose” newsletter that’s filled with tips and ideas to help you ...
Joe Murphy discusses the financial and economic stories that are causing concern and confusion.
Wealth Health Radio with Joe Murphy - May 24, 2024 19:28 - 51 minutes ★★★★★ - 1 ratingIn this conversation, Joe Murphy discusses the financial and economic stories that are causing concern and confusion. They analyze a documentary called 'Finding the Money' and share clips from an interview with Jared Bernstein, Chair of the United States Council of Economic Advisers. They discus...
Understanding Client Spending w/ Erik Baskin [166]
Elementality for Financial Advisors | Elements Financial Vitals System™ - May 23, 2024 12:15 - 34 minutesIn this episode of Elementality Jordan Haines talks with Erik Baskin, founder of Baskin Financial, about client spending. After discussing Erik’s journey into financial services and why experimenting has brought him explosive growth, they discuss how to incorporate budgeting and spending trackin...
Streamlining Success: How Consultants Empower Financial Advisors
Advisor Talk with Frank LaRosa - May 23, 2024 08:00 - 32 minutes ★★★★★ - 158 ratingsToday’s show highlights include: *The benefits of working with a professional consultant, and why it’s crucial specifically for financial advisors. *The extensive research involved in identifying the right firms and how professionals streamline this process. *The time constraints adv...
Related Wealthmanagement Topics
- Financialplanning 13
- Investing 8
- Retirement 8
- Finance 6
- Investments 5
- Cfp 5
- Personalfinance 5
- Wealth 4
- Money 3
- Personal 3
- 401k 3
- Ira 3
- Finances 3
- Investmentmanagement 3
- Advisor 3
- Financial 3
- Market 3
- Security 3
- Entrepreneurship 2
- Business 2
- Financialservices 2
- Ria 2
- Assetmanagement 2
- Annuities 2
- Volatility 2
- Annuity 2
- Financialadvisor 2
- Management 2
- Planning 2
- Retirementincome 2
- Safety 2
- Secure 2
- Sto 2
- Accounting 2
- Insurance 2
- Financialplanner 2
- Adviser 2
- Stockmarket 2
- Retire 2