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Welcome to "Opening Dharma Access," a podcast where we hear stories from BIPOC teachers & practitioners about their Dharma experiences and practice, and how those inform the ways they are sharing & practicing the Dharma today. Season 3 description: Hosted by Rev. Liên & Rev. Dana Takagi This season, we will have a new focus: Uplifting and Forwarding Asian American/Asian Diasporic Buddhist Experiences in the West. With our guests and audience, we will explore the specificities of Asian Americ ...
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Bold Conversations invites you to engage with innovative minds and discover fresh perspectives. Join Dr. Ed Osburn for vibrant discussions and a wealth of insights tailored for Chiropractors and Practitioners alike. Prepare to expand your horizons, as each episode promises to enlighten, educate, and entertain. So, tune in and get ready to think outside the cube.
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Welcome to The Health & Wellness Practitioners Podcast! Dr. Danielle and other guest experts talk about everything from getting your practice started, developing your clinical skills, growing your practice YOUR way, and dealing with the real stuff life burnout and work/life balance. Whether you’ve been practicing for decades or just started your journey, you’ll find something here for you!
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The Infinite Banking Concept® (IBC) is privatized banking, using the cash value of a whole life insurance policy as the platform. Your hosts, John Montoya and John Perrings, are authorized IBC practitioners with the Nelson Nash Institute, dedicated to educating consumers about Infinite Banking. Listening to this podcast, you'll learn about life insurance, cash value, dividends, policy loans, policy design, and more. Most importantly, you'll learn how IBC puts you back in control of your mone ...
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A view from the practitioners: AIM at 25

The Stephenson Harwood podcast network

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Members of the Stephenson Harwood capital markets team talk to some of contributing authors to the Practitioner’s Guide to the AIM Rules, the 8th edition of which was recently published by Sweet & Maxwell (co-edited by Tom Nicholls and Tom Page of Stephenson Harwood).
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This introductory episode explores the Michigan Council of Nurse Practitioners (MICNP), its vision, and the legislative process surrounding health policy. The discussion highlights the challenges nurse practitioners face in advocating for full practice authority in Michigan, the importance of networking and staying informed, and practical advice fo…
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On season 3, we co-created and witnessed an amazing example of how the Net of Indra weaves and connects. We heard from 13 Buddhist practitioners and teachers of Asian American or Asian Diaspora heritage, and in their own words, spoke to what the AA/AD Buddhist experience is for them. Season 3 is officially a wrap! Thank you to everyone who listened…
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Today, we feature Logan Moore, who is a CFA charterholder from Kansas City, who shares his expertise on alternative investments and his professional journey. Logan discusses his experience managing high-yield municipal bonds, transitioning to commercial real estate, and co-managing a fund focused on real estate syndications. Alternative investments…
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Rev Dana follows up on her dharma talk from the last episode dropped on February 18th. She adds to her perspective on the current historical conditions of our time in the United States, talks about breath practice, and offers a chant she's used often for the dying, from Thich Nhat Hanh. Check out the 2011 book Dana discusses in this episode: More B…
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Hello, listeners of Opening Dharma Access, for February, we're doing things a little bit different by offering you some meditations and Dharma talks on current conditions as 2025 brings to the United States a whole bunch of difficult circumstances: the L.A. fires; the current administration. This dharma talk is from co-host Rev. Dana Takagi. Dana s…
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Meditation to find stability in the midst of current threats in our world: nationally, world-wide, and with climate justice. -- Given at EBMC BIPOC Sangha REV. LIÊN SHUTT (she/they) is a recognized leader in the movement that breaks through the wall of American white-centered convert Buddhism to welcome people of all backgrounds into a contemporary…
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Hello, listeners of Opening Dharma Access, for February, we're doing things a little bit different by offering you some meditations and Dharma talks on current conditions as 2025 brings to the United States a whole bunch of difficult circumstances: the L.A. fires; the inauguration. NOTE: This talk was given at a BIPOC group, addressing specific fea…
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Today, I’m joined by Kevin Reardon and Deb Meyer to discuss how emotions, societal pressures, and behaviors shape our financial decision-making, especially as Catholics. We explore how fear, greed, and herd mentality can lead to poor financial choices and stress the importance of discipline, diversification, and aligning our actions with core value…
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RAM APPALARAJU was brought up as a Hindu and has been on a spiritual path since 90's, first studying Vedanta and pursuing Buddhism since 2012. After years of practice he chose to pursue a path of service and became a chaplain focused on Ecology as well as supporting marginalized people in prisons and homeless shelters. He is now on the faculty at S…
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As today marks a disturbing time for many of us, I offered a Healing Space today at the same time as the swearing in. It was informal and my aim was to offering 3 aspects of healing: Acknowledging what is with tools we've learned from Buddhism and practice. Second, to attend to the impacts of hurt and harm in ourselves & with each other. Third, com…
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What does "caring" really mean? Listen in on this fascinating conversation on Nature, Dharma & Caring for self and the Earth between Ram Appalaraju and Host Rev. Liên Shutt. RAM APPALARAJU was brought up as a Hindu and has been on a spiritual path since the 90's, first studying Vedanta and pursuing Buddhism since 2012. After years of practice he ch…
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Today, Brian Wayne from LifeGuide Financial Advisors joins Ben Matinek to explore integrating Christian principles into financial planning, emphasizing faith, stewardship, and intentional living. Drawing on themes such as evangelical poverty, detachment, and trust in God’s providence, the discussion highlights the importance of aligning finances wi…
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When considering what to offer for her ODA practice, Lisa considered chanting or reading from a more traditional Buddhist text such as the Heart Sutra. She found, instead, that reading the words of Audre Lorde resonated more deeply in her body at this time. And co-host Dana Takagi offers some context on Lorde from Lisa before she reads. Please enjo…
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LISA NAKAMURA (she/her) is the Gwendolyn Calvert Baker Collegiate Professor of American Culture and Digital Studies at the University of Michigan, Ann Arbor. She is also a core faculty member of the Asian American Studies Program, the Film, Television and Media department, and the English department at Michigan. Lisa is the author of four books on …
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Today we’re joined by financial advisors Robert Franner and Tyler Myler to discuss strategies for long-term wealth accumulation, emphasizing the importance of starting early, automating savings, and maintaining consistent habits. They highlight the power of compound interest, using goals like saving $100,000 by age 30 to demonstrate how early contr…
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YENKUEI CHUANG was born a Taiwanese girl before she became an American woman. As a licensed psychologist, somatics and mindfulness teacher, she is passionate about helping people heal and find freedom, belonging, and power in the richness of their intersectional identities. Yenkuei loves to eat, cook, dance, do nothing and everything. IG handle: ye…
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Yenkeui Chuang & Rev. Liên dialogue on some "edges" of "Diasporic Asian Americans," overseas Asian practices, and then Insight Dialogue. Yenkeui shares fascinating details of the interconnections from all the different traditions she's practiced in. Come listen! YENKUEI CHUANG was born a Taiwanese girl before she became an American woman. As a lice…
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Today, Ben discusses the intersection of philosophy and financial planning with Nick Shiver, a wealth advisor from Columbia, South Carolina. Both Ben and Nick hold master's degrees in philosophy, and their conversation explores how their philosophical backgrounds inform their current roles in financial advising. They reflect on the rigorous trainin…
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In a continuation of the previous episode conversation with Dr. Paula Arai, Paula shares an in-depth overview of her current "embodied" research on the often unacknowledged contributions to Buddhism that are at the foundation of its continuation throughout history, in part because of the perceived simplicity of these acts of generosity and practice…
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Show Notes for Bold Conversations with Dr. Pete Goldman Episode Overview: Join us on Bold Conversations as we reconnect with Dr. Pete Goldman, a chiropractic innovator and educator, after nearly half a decade. Dr. Goldman shares his journey from Brooklyn to becoming a world-renowned chiropractor whose techniques draw patients globally. Discover how…
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Dr. Paula Arai talks with Dana about being brought up by her Japanese mother, and how she realized the way that she embodied Buddhism in her body and mind not through intellectual study or what Westerners view as formal practice, but through the simple actions and embodied guidance of her mother. PAULA ARAI (she/her) (Ph.D., Buddhist Studies, Harva…
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Ben, along with advisors Bryan Smalley, Lance Peters, and Charlie Horonzy, provide valuable insights into the world of financial advising. The discussion covers the daily life of financial advisors, the industry’s various channels, client types, regulatory bodies, and the significant personal satisfaction derived from serving clients. They also exp…
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Rev. Liên Shutt and Bo Hee Moon continue their conversation on Asian American diasporic identity, and Bo Hee reads the finished version of her poem "Meeting with my Asian Sangha Tonight." Read the poem here! Guest: BO HEE MOON was adopted at three-months-old from South Korea. Her poems have appeared in AGNI, Poetry, swamp pink, and others. Omma, Se…
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Listen in to hear how Bo Hee Moon was inspired by practice in the 3-month course "Lotus Rising from Mud: A Path for Anti-Asian American Restoration. Guest: BO HEE MOON was adopted at three-months-old from South Korea. Her poems have appeared in AGNI, Poetry, swamp pink, and others. Omma, Sea of Joy and Other Astrological Signs, published by Tinderb…
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Joe Petry, a fellow member of the Catholic Financial Planners Network and founder of Mayfair Financial, shares his journey from economist to financial planner, motivated by his firsthand experience with retirement and ministry. In this episode, Joe emphasizes the importance of empathy, trust, and integrating faith into his work. From working with a…
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Out of all the misunderstandings about whole life insurance, the idea that it gets a "terrible rate of return" is probably the most common. But is it true? Tune in and, if you can, watch this one on video. I'm going to get out the Truth Concepts calculator and prove to you that whole life gets exceptional growth, compared to other assets, when you …
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Guest Ryan Lee Wong is author of the novel Which Side Are You On, a finalist for the PEN/Hemingway Award for Debut Novel. He lived for two years at Ancestral Heart Temple and is the Administrative Director of Brooklyn Zen Center. Some of Ryan's publications include: Which Side Are You On, his novel published in 2023. Every Past Life All At Once, a …
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A financial mania is when everyone is clamoring to buy the same thing at the same time at any price. Isn't that exactly what the typical financial planning advice has us do? Just about everyone you know is, right now and for the last twenty years, plowing dollar after dollar into an index fund tracking the S&P500, mutual funds, etc. And the only in…
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A common misconception about whole life insurance is that you're locked into paying a big premium forever. In this episode, we'll discuss all the ways this is not true, especially when buying a policy designed for The Infinite Banking Concept, which most often uses the Paid-Up Additions Rider. Certainty has a true economic value, and the predictabi…
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Guest Ryan Lee Wong is author of the novel Which Side Are You On, a finalist for the PEN/Hemingway Award for Debut Novel. He lived for two years at Ancestral Heart Temple and is the Administrative Director of Brooklyn Zen Center. Some of Ryan's publications include: Which Side Are You On, his novel published in 2023. Every Past Life All At Once, a …
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Follow us through time as we talk about how The Infinite Banking Concept can make a difference in your financial life at every stage of life. We talk about IBC in our 20s, 30s, 40s, 50s, 60s, and 70s and beyond. It's not called "Whole Life" insurance for nothing! Tune in... ---- EPISODE HIGHLIGHTS: 02:26 Starting Infinite Banking in Your 20s 08:05 …
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In this episode, John Montoya explains the ins and outs of premium deposit funds. If you've ever wondered about one of the ways to pay for whole life insurance with a single lump sum, tune in to this short and sweet episode for everything you need to know about premium deposit funds. ---- EPISODE HIGHLIGHTS: 00:43 Advantages of Premium Deposit Fund…
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In this episode of the podcast hosted by Ben Martinek from the Catholic Financial Planners Network, guest Nick Orenduff of Orenduff Associates shares his insights on various investment vehicles and the importance of diversification. They discuss the differences between stocks, mutual funds, ETFs, and bonds, highlighting the roles these instruments …
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Introduction Welcome to another episode of Bold Conversations Podcast! In this session, we're joined by Dr. Ben Lerner, a pioneer in the chiropractic and regenerative medicine fields, who has significantly impacted healthcare through his innovative approaches and entrepreneurial spirit. Key Discussion Points: Professional Journey: Dr. Lerner discus…
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Introduction: Welcome to another engaging episode of Bold Conversations Podcast. In this episode, Dr. Josh Wagner shares his unique insights on the chiropractic profession, the evolution of his coaching strategies, and practical advice for both new and seasoned practitioners. Key Discussion Points: Journey in Chiropractic: Dr. Wagner talks about hi…
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When comparing term insurance costs to whole life insurance, you can't use grade school math and add up the premiums paid over time. With money, we must use financial math to account for the time variable. When we do that, the numbers tell a much different story than what the "buy term, invest the difference" people tell. The true cost of term insu…
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Dr. Alain Desaulniers' Journey from Chiropractic Legacy to Master Storyteller" Show Notes: Episode Overview: Join us as Dr. Alain Desaulniers shares his inspiring journey from growing up in a family deeply rooted in chiropractic care to becoming a powerful voice in the field. With 44 chiropractors in his family, Dr. Alain's unique upbringing shaped…
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Enjoy this short guided meditation from Sharon Suh, called, "Compassionate Touch Meditation." Guest: SHARON SUH is professor of Buddhism at Seattle University and author of Being Buddhist in a Christian World: Gender and Community (2004); Silver Screen Buddha: Buddhism in Asian and Western Film (2015); and Occupy This Body: A Buddhist Memoir (2019)…
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John Montoya covers 31 insights he devised about the importance of whole life insurance. This is a detailed list of observations, ranging from whole life's historical significance and tax advantages to its role in financial independence, the banking function, and family security. There really is no other asset like whole life insurance! Tune in... …
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When comparing the costs of term life insurance vs whole life insurance, we can't just compare the premium prices and call it a day. Because whole life insurance is an asset that builds equity, not all premiums are a true cost like they are with term insurance. In this episode, we break down the math and provide a real, apples-to-apples comparison …
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A layered and engaging discussion with Prof. Sharon Suh on what "Asian American Buddhism can be defined as; including the refusal to be silenced. Guest: SHARON SUH is professor of Buddhism at Seattle University and author of Being Buddhist in a Christian World: Gender and Community (2004); Silver Screen Buddha: Buddhism in Asian and Western Film (2…
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In today's episode, we discuss a misleading IUL ad we found on Instagram. We break down the numbers to explain why this ad (and IUL in general) is, in our professional opinion, a smoke-and-mirrors game. Indexed Universal Life (IUL) is often touted as "unbundled whole life insurance" or, worse, just like an investment but with no risk... Nothing cou…
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We’re all going to pay taxes, but knowing how the system works can prepare us for retirement with a little more money in our savings accounts. Today’s guest, Charlie Horonzy, returns to discuss the ways we can use the tax code to our advantage. We discuss how tax planning is one of the most critical aspects of financial planning, how much better re…
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Today, we have a special guest, Dave Mozeika, co-founder of the cash flow platform called Currence. In episode 103, we discussed the problem of a lack of focus on savings and spending. Today's topic, Currence, is the solution to that problem. Currence is about setting up a better cash flow structure that, combined with IBC, can create financial fre…
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Enjoy this short dharma talk from Reverend Jean Paul Contreras deGuzman. GUEST REV. DR. JP DEGUZMAN (he/him) is minister’s assistant at the 103-year-old San Fernando Valley Hongwanji Buddhist Temple and received tokudo ordination at Nishi Hongwanji in Kyoto, Japan in 2023. He teaches history and Ethnic Studies at Windward School and UCLA where he e…
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Welcome to another episode of Bold Conversations! Today, we're joined by Dr. Aaron Gumm, who shares his transformative journey from a four-sport athlete and medical sales professional to a revolutionary chiropractor and entrepreneur. Dive into his story of competitiveness, innovation, and how he revolutionized his chiropractic practice through auto…
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Episode Summary: In this enlightening episode of the Bold Conversations Podcast, Dr. Vernon Millspaugh shares his journey and the principles that have allowed him to run a seven-figure chiropractic clinic without spending a dime on advertising. With over 20 years of experience and maintaining a three-day workweek, Dr. Millspaugh discusses the power…
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In this episode, we'll discuss how IBC positively affects every stage of life, from your first job and accumulation to retirement and transferring a financial legacy. Tune in! ---- EPISODE HIGHLIGHTS: (02:08) Starting Your Financial Journey: First Job (10:47) Building a Family and Financial Security (19:50) Accumulation Phase: Growing (and Protecti…
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Show Notes: Introduction to Joel Louis: Joel starts by discussing his personal background, highlighting his roles as a father, husband, and entrepreneur. He mentions the recent snowstorm in Massachusetts and the everyday choices that blend personal life with business responsibilities. Faith and Family: Joel emphasizes the importance of faith in his…
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We have spent a lot of time discussing why paying premiums is great and why we should want to pay them for as long as possible. From an Infinite Banking perspective, why would we not want to capitalize our "bank" to the greatest extent possible? This begs the question: is it ever appropriate to not pay a premium for a long time? A "Single-premium" …
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