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News, planning insight, and forward thought on the economy, markets, and wealth management.
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Modern Wealth Management presents America's Wealth Management Show with Dean Barber and Bud Kasper. Dean and his guests, America's leaders in the financial industry, have made it their missions to show everyone how to grow, keep, and leave their money. Since 2003, Dean Barber and Bud Kasper have co-hosted America’s Wealth Management Show. Their radio show has informed and educated retirees and those nearing retirement on what life is like after your working career ends. Investment advisory s ...
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The Annex Wealth Management Show in SWFL airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.
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Join the members of the Annex Wealth Management Investment Team as they discuss the Strengths, Weaknesses, Opportunities, and Threats in the markets and economy.
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Your wealth plan shouldn’t sit still. Neither do we. That’s why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.
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Welcome to the Wealth Management Invest Podcast. David Bodamer delves into the strategic insights of financial advisors and Chief Investment Officers (CIOs) from leading RIAs, including the increasing adoption of alternative investments to enhance the conventional 60/40 portfolio. Episodes showcase engaging discussions with top asset managers, shedding light on the ever-evolving landscape of private investment offerings, cutting-edge technology, and the latest developments in traditional ETF ...
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The Dentist Money Show | Financial Planning & Wealth Management
Dentist Advisors - Financial Planning and Investment Management
Join thousands of dentists who are learning how to make smart financial decisions. You’ll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.
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Educating and empowering individuals that want to have more effective engagements with professionals around their financial lives. DISCLAIMER: Information presented is for your educational purposes only and should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before impl ...
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At Everlake we build strong, long-term relationships with a core group of clients. We aspire to be the trusted wealth advisors to individuals, families, and businesses, guiding them towards financial security and fulfilment of their ambitions. Operating in an ethical and sustainable manner, and putting the interest of our clients first, our objective is to develop the future of financial planning in Ireland, setting the benchmark for integrity, innovation, and expertise. When you listen to t ...
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Think of the people you interact with every day, would you want to spend a day in a canoe with them? This show is all about creating the life that you want, one filled with wealth, wisdom, meaning and purpose. And that starts with surrounding yourself with the right people – people you’d want to spend a day with, in a canoe.
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香港資産運用アドバイザー、AMG日本デスクのポッドキャスト。普段のアドバイザー同士の会話をちょっとだけ公開。
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Learn the strategies and techniques used by the ultra-wealthy to maximize their wealth. In this podcast, Dave Alison and the team at Alison Wealth will discuss relevant topics to help you build, grow, and protect your wealth. About The Host: Dave Alison, CFP®, EA, BPC is a nationally recognized advisor with a passion to make clients’ financial lives easier through integrated holistic wealth management. His professional capabilities to engineer advanced financial, tax, investment, insurance a ...
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In an industry that's changing faster than ever, expectations for growth, both organic and inorganic, are only getting more intense. With private equity money flooding into the wealth management space, customer experience expectations leveling up, generative AI upending process and a generational wealth transfer that will transform client acquisitions, the journey to growth for all wealth management businesses will require adaptability, resilience and a long-term vision that puts client's ne ...
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America's Wealth Management
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Welcome to the Minority Wealth Management podcast!
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Galvez Wealth Management LLC discuss real estate, finance, life lessons and every now and then some shenanigans.
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Kevin Bruce, CFA, CFP® looks at the world of personal finance, investing and retirement planning from a biblical perspective and provides education and opinion.
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Welcome to Modern Wealth Management by Monon Wealth, where we tackle pertinent financial topics to help better position you and your business for success. Listen as Darrick Hutchens and Ray Kramer, Managing Partners of Monon Wealth Management, tap into four decades worth of experience in the financial sector and unpack their strategies for today's level of modern wealth management. So, sit back, relax, and enjoy enlightening conversations that highlight an array of financial questions and to ...
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A discussion of market conditions and investment strategy.
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Hampstead Wealth Management was established to provide the very best, fee-based advice. Our aim is to help our clients understand and make the most of their finances, which may be by achieving specific objectives or through more general management and guidance. Subscribe to our podcast channel to receive all of our latest updates! www.hampsteadwealth.co.uk
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WindRock Wealth Management is an independent investment management firm founded on the belief that investment success in today’s increasingly uncertain world requires a focus on the macroeconomic “big picture” combined with an entrepreneurial mindset to seize on unique investment opportunities. We serve as the trusted voice to a select group of high net worth individuals, family offices, foundations and retirement plans.
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Welcome to The Plum Pointe Wealth Management Podcast Series, where we simplify and navigate today's financial complexities to create a better world for our clients. Join Brian Dunckley, President and Founder of Plum Pointe Wealth Management, each episode as we discuss some of the most pressing topics facing business owners in today's financial climate. With a background in science, prior to becoming a wealth manager, Brian helps family stewards prepare for the future in a complicated world, ...
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Overview: In this podcast, we will be interviewing a variety of business professionals. We hope to get a variety of viewpoints, insights, and bits of information that other business owners and professionals can utilize. Disclosures: Securities and Investment Advisory Services offered through Osaic Wealth Member FINRA, SIPC, and Registered Investment Advisor. Insurance offered through CUI Wealth Management. CUI Wealth Management, LLC and Osaic Wealth are not affiliated entities. Insurance lic ...
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Forthlane Features: Conversations on Global Wealth and Asset Management
Forthlane Partners, Stories and Strategies
Forthlane Features is a podcast for individuals seeking insights into sophisticated global investment strategies. Through engaging interviews with experts in the wealth and asset management industry, the podcast provides listeners with access to the minds and institutions behind the world’s most sophisticated financial strategies. Forthlane Features is brought to you by Forthlane Partners. Forthlane Partners provides independent wealth and asset management services to ultra-high-net-worth cl ...
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Debt-Free Momentum for High-Achievers: Serious Debt Elimination, Savings, Money Management, Calendar Budgeting, Money Mindset, Personal Finance for High Earners, Grow your wealth
SanityCents by Shanalei | Calendar Budgeting Coach, Career Professional, Mom and Wife
If you are ready for serious debt-freedom, listen to the Debt-Free Momentum for High-Achievers Podcast! This podcast is for you if... ＞feel financially defeated ＞ have limited time to manage your money ＞ ready for serious debt reduction strategies ＞ eager for strategic budgeting that works ＞ want to grow your wealth ＞ hoping for a better money relationship with your spouse This podcast provides practical strategies & principles you can implement right away to release financial stress and beg ...
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First year of a new presidency starts today
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Discretionary stocks vs staples is our strength while market volatility creates weakness. The first year of a presidency brings opportunity but the dollar's strength is a threat.Oleh Annex Wealth Management
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Tax Tips in 10: Roth vs. Traditional
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Tax Tips in 10 or Less Ep. 003 Roth vs. TraditionalGet your journey off to a great start with our financial resources: https://bit.ly/3E6w4ik Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Timestamps: 00:00 – What’s the difference? Roth and Traditional 00:48 – Understanding Taxes a…
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Crafting a Life by Design with c of Ellie Thompson & Co Jewelry
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Ellie Thompson, a renowned jewelry designer and business owner, shares her journey from working as a teenage shop girl to founding her jewelry shop, Ellie Thompson & Co. Ellie discusses the importance of balancing creativity and entrepreneurship, and how designing jewelry with personal meaning aligns with her purpose. Key Takeaways: (01:31) Ellie’s…
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Sunday, January 19th. 24 hours before Inauguration.
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The 47th President of the United States is going to hit the ground running. What should markets expect? Brian Jacobsen presents our Week-in-Review. Learn more about Key Person Insurance, planning for Generation X, Annex for Business, and the ramifications of inheriting money.Oleh Annex Wealth Management
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Q1 2025 Market Intel Report | Thriving Through High Valuations and Policy Changes
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Stocks boomed again in 2024, delivering a strong performance powered by interest rate cuts and hopes for economic growth. Can the bull market keep running? Is a correction hiding around the corner? We'll dive into what happened in the final months of 2024 and what we might see in the first months of 2025. Advisory services are provided through Pros…
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#603: Two Cents 1/18 - Bond Market Comeback; TikTok Ban?; S&P 500 Diversification Questions
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Jake, and Rabih delve into the complexities of the bond market and what its current dynamics mean in the broader economic context. They explore the implications of the TikTok ban being upheld by the Supreme Court, and the …
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Protect Your Identity From Hackers
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John Siggard is the founder and owner of two MSP (Managed Service Provider) companies based out of Washington, Utah: Superior Technical Solutions and IT4Eyes. Since its founding in 2009, Superior Technical Solutions (STS) provides two primary services, cybersecurity—including network analysis and security risk assessments—and general IT support. Wi…
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Our Review of 2024 & Your Wealth Management Advice for 2025
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Marc Westlake and John McNicholas review key financial events and legislative changes in Ireland from 2024 to help guide informed financial decisions for 2025. They emphasize the unpredictability of markets, the importance of understanding financial news, and strategies for diversified, low-risk investments. The episode is also your exclusive consu…
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Saturday, January 11th. How 'bout that job number?
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The latest jobs number blew past the estimate. Mirage or for real? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the power of Roth conversions and get a preview of Thursday's Women & Wealth presentation at our headquarters.Oleh Annex Wealth Management
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50 | Day 5/5 Kickstart Financial Freedom 2025: Rewrite Your Financial Story
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Welcome to the grand finale of our exhilarating 5-day journey, "Kickstart Financial Freedom 2025." As we wrap up this transformative series, we're diving into a topic that's close to everyone's heart: shaping our financial destiny. In today's episode, we'll uncover powerful techniques to optimize your money goals. This episode is your gateway to tr…
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Behind the Scenes With a Chief Investment Strategist
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On this episode of Your Life Simplified, Whitney Reagan, senior wealth advisor, is joined by Jeff Krumpelman, chief investment strategist. He shares his journey to becoming a chief investment strategist, what he does outside of work and his life advice.Oleh Mariner
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Generational Wealth Management Get your journey off to a great start with our financial resources: https://bit.ly/40xEPeg Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Investopedia on Generational Wealth: https://www.investopedia.com/generational-wealth-definition-5189580 Cerulli …
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#602: Love & Money: Building Financial Compatibility Together
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On this episode of the Dentist Money Show, Jordan Haines from Dentist Advisors joins Matt and Ryan to explore the critical role of involving partners in financial discussions to strengthen relationships and financial compatibility. They dive into the discovery process in financial advising and the unique roles individuals take on when managing fina…
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#601: TL;DR - The Dichotomy of Goals
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TL;DR - Too Long; Didn't Read - "The Dichotomy of Goals" In our new TL;DR series episode, Jake reads his article where he discusses the importance of setting goals in financial planning while acknowledging the unpredictability of the future. Also emphasizing that financial goals should prioritize happiness and life satisfaction over accumulating we…
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You probably own a lot more tech stocks than you think you do
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Services stay strong while sentiment and valuation show weakness. There is opportunity as fear fades but if the markets don't broaden out soon, we could see a significant decline.Oleh Annex Wealth Management
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Tax Tips in 10: 2024 Tax Return Tips
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Tax Tips in 10 or Less Ep. 002 2024 Tax Return Tips Get your journey off to a great start with our financial resources: https://bit.ly/3PrvyOn Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Meet with us: https://bit.ly/40c9ht1 Retirement Checklist: https://bit.ly/40q5SrW Tax Reduct…
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Sunday, January 12th. Jobs pop, stocks drop.
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A good jobs number led to a down day Friday. Dave Spano and Brian Jacobsen dissect the news as they present our Week-in-Review. Learn more about Roth conversions, questions requiring a 'yes' answer on the way to retirement, and explanation of some common investing terms with Todd Voit, Chief Investment Strategist at Annex.…
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#600: Two Cents 1/11 - 2025 Market Landscape; Why your Resolutions are (Probably) Already Dead; Focusing on Trade-Offs
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Jordan, and Rabih recap the market landscape heading into 2025, discussing 2024's market performance, the best and worst performing asset classes, and the Federal Reserve's anticipated actions on interest rate cuts. They t…
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5 Types of Financial Plans Get your journey off to a great start with our financial resources: https://bit.ly/3WajAMW Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 2023 Schwab Modern Wealth Study: https://content.schwab.com/web/retail/public/about-schwab/schwab_modern_wealth_surve…
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49 | Day 4/5 Kickstart Financial Freedom 2025: Best Debt Elimination Strategy
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Are you ready to revolutionize your approach to debt and pave the way for true financial freedom? Welcome to Day 4 of our exhilarating 5-day series, "Kickstart Financial Freedom 2025." Today we're tackling the cornerstone of debt elimination - the most effective paydown method. Whether you're drowning in credit card debt, grappling with student loa…
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#599: What Your Financial Advisor Expects From You
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On this episode of the Dentist Money Show, Matt and Ryan do a follow-up from an earlier episode about “What to expect from a financial advisor”. This time, they explore what financial advisors expect from their clients, diving into key qualities like trust, clear communication, and collaboration. They also talk about building long-term, productive …
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Estate planning is more than just a will or trust; it's about safeguarding your legacy and ensuring your wishes are honored without the public spectacle of probate. We shed light on the critical elements that make an estate plan comprehensive, such as aligning beneficiary designations with your estate documents and maintaining privacy. Discover how…
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48 | Day 3/5 Kickstart Financial Freedom 2025: The Silent Wealth Killer
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🔥 Are you READY to transform your financial future and break free from the chains of debt? This isn't just another podcast episode - this is your personal FINANCIAL BREAKTHROUGH! In today's high-stakes financial landscape, interest isn't just a number - it's a silent wealth killer that can derail your dreams. Join host Shanalei as she exposes the h…
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47 | Day 2/5 Kickstart Financial Freedom 2025: Your Debt Decoder
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Are you READY to transform your financial future and create REAL financial freedom? This isn't just another podcast episode - this is your personal FINANCIAL BREAKTHROUGH! 2025 is the year you take back control, decode your financial challenges, and create unstoppable momentum! This is Day 2 of our 5-day series, "Kickstart Financial Freedom 2025." …
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Outside of the Mag 7, breadth is weak.
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Back in black gold is our strength while bad breadth is becoming a weakness. There is opportunity in real yields and real growth while a threat emerges with price being what you pay while value is what you get.Oleh Annex Wealth Management
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Tax Tips in 10: 2025 Taxes - What to Watch
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Tax Tips in 10 or Less Ep. 001 2025 Taxes - What to Watch Get your journey off to a great start with our financial resources: https://bit.ly/4gQmuP2 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Roth Conversion Case Studies: https://bit.ly/4gGEbRq Tax Reduction Strategies: https:/…
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46 | Day 1/5 Kickstart Financial Freedom 2025: Start Your Debt Domino
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Are you READY to DEMOLISH your debt and create REAL financial freedom? This isn't just another podcast episode - this is your FINANCIAL REVOLUTION! And 2025 is your year! In this episode of "Debt-Free Momentum" we are kicking off the first day of our 5-day series called "Kickstart Financial Freedom 2025." Today, we are going to discover where it al…
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Finding Purpose and Maximizing Longevity and Happiness with Dan Buettner of Blue Zones
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We’re joined by Dan Buettner, National Geographic Explorer and founder of Blue Zones LLC, to discuss the keys to longevity, purpose, and living a healthier, more fulfilling life. A New York Times bestselling author, Guinness World Record holder in distance cycling, and Emmy award-winning Netflix series creator, Dan shares insights on living a longe…
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Sunday, January 5th. Inflation: Rebound or retreat?
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The big question for 2025 will be whether inflation continues to slow or if it reaccelerates. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also cover distribution planning, lifestyle creep, and what's changing for saving and investing in 2025.Oleh Annex Wealth Management
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Saturday, January 4th. Out with the old, in with the new.
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A year of convergence or divergence? US earnings growth is likely end around 9% higher in 2024 than they were in 2023. Dave Spano and Brian Jacobsen present our Week-in-Review. Arabella Parins joins the show to discuss distribution planning, a key component of any financial plan.Oleh Annex Wealth Management
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#598: Alternatives to DSOs: A Conversation about Coaching, Communication, and Collaboration with Dr. Michelle Jorgensen
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On this episode of the Dentist Money Show, Dr. Michelle Jorgensen, dentist and owner of Living Well with Dr. Michelle, joins Matt to share her journey from dentist to business owner. Michelle gives valuable insights on balancing physical and mental health, financial stability, and personal fulfillment. She also explores the dynamics of leadership i…
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Annual Wealth Checklist and Key Birthdays
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Annual Wealth Checklist and Key Birthdays Get your journey off to a great start with our financial resources: https://bit.ly/4iWjCSo Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Checklist: https://bit.ly/3W2HM3H Tax Reduction Strategies: https://bit.ly/3Pje5rt Roth Con…
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Start the New Year on the Right Financial Foot
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Kickstart your financial journey this year with essential strategies and expert insights with Branden and Carisa. Learn how to organize and update your financial information effectively, transforming your personal balance sheet into a powerful tool for making proactive financial decisions. By regularly reviewing your assets and liabilities, you'll …
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#597: TL;DR - Living Your Rich Life
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TL;DR - Too Long; Didn't Read - "Living Your Rich Life" In our new TL;DR series episode, Jake reads his article where he discusses the idea that true wealth isn't just about accumulating money, but about using it to live a fulfilling, free life. He emphasizes that happiness often comes from having control over your time and building meaningful rela…
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2024 was a magnificent year but international malaise is a weakness. Opportunity with new leaders in a new year but the potential for more volatility is a threat.Oleh Annex Wealth Management
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7 To-Dos After Selling Your Business
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7 To-Dos After Selling Your Business Get your journey off to a great start with our financial resources: https://bit.ly/3DmKqei Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Meet with us: https://bit.ly/3P1h5Zd Retirement Checklist: https://bit.ly/41HBPNw Tax Reduction Strategies:…
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Sunday, December 29th. 2024 in review.
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Dave Spano and Brian Jacobsen review 2024 and look ahead to 2025.Oleh Annex Wealth Management
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Saturday, December 28th. Year-in-Review
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Dave Spano and Brian Jacobsen review 2024 and look ahead to 2025 planning and investing.Oleh Annex Wealth Management
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#596: Two Cents 12/28 - Santa Claus Rally; Scams; Getting Rich vs. Staying Rich
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Taylor, and Rabih discuss market anomalies, focusing on the Santa Claus rally and its implications for long-term investments, while also exploring the efficient market hypothesis. They talk about the upcoming wealth transf…
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#595: The Business of DSOs: A Conversation with Accelerate Dental
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On this episode of the Dentist Money Show, Mike Baird, CEO and founder of Accelerate Dental joins Matt to explore the evolving world of DSOs and their growing impact in dentistry. They discuss why dentists are considering DSOs, the different types of DSOs, and important factors like debt and recapitalization. Mike discusses some of the trends in ra…
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2024 Financial Year in Review Get your journey off to a great start with our financial resources: https://bit.ly/3ZPEEJQ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Meet with us: https://bit.ly/41EGRtW Retirement Checklist: https://bit.ly/3VP1srJ Tax Reduction Strategies: https:…
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