Thoughts from the Ledge, hosted by Grey Ledge Advisors, updates you on current market trends and conditions and issues you should be considering when investing into your 401(k), wealth management plan, or prefunding.
Categories: Business
Tags: 401k retirement savings plans, charles schwab, credit unions, fiduciary, investments, markets, prefunding, retirement savings, veterinarians, Volatility, Wealth Management
A Matter of Trust, hosted by Creative Planning attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.
Categories: Business, Education
Tags: estate planning, Financial Planning, Wealth Management
Down the Middle is a monthly podcast series where Creative Planning President, Peter Mallouk, and Director of Financial Education, Jonathan Clements, discuss recent market events, Creative Planning’s investment philosophy, give monthly tips and more.
Categories: Business, Education
Tags: 5 mistakes every investor makes, creative planning, creative planning inc., jonathan clements, peter mallouk, Wealth Management
Ever wonder how others have found success? How they manage to keep it all together? Dive in as Chief Sales Officer, Jim Mellin, hosts a variety of leaders from across the financial services industry for candid and insightful conversations on finding success in multiple areas of life, career, mental well-being, physical health and simply put – Crushing It. Equitable is currently the brand name of Equitable Holdings, Inc. and its family of companies, including Equitable Financial Life Insurance Company (Equitable) (NY, NY), Equitable Advisors, LLC (member FINRA, SIPC), and Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.). You should seek advice based on your particular circumstances from your own professional advisors. Equal Opportunity Employer. M/F/D/V. Retirement Benefits Group (RBG) is a specialized division of Equitable Advisors. CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. GE- 3037133(4/20)(Exp.4/22) Drew Houston, head of Financial Planning and Investment Sales, chats with Jim about the impact to our business and the process-driven themes where he’s seeing advisors win. Fee based and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a registered investment advisor. GE-3586928(5/21)(Exp.5/23)
Categories: Business
Tags: AXA, AXA Advisors, Crush, Crushing it, employee benefits, EQH, Finance, Financial Planning, financial wellness, inspiration, life planning, Wealth Management, wellness
The Adviser Talk looks at recent events and financial news through the lens of Stewart Group’s expert Financial Advisers. We cover everything from crypto-cracking hamsters to saving for retirement (and plenty of subjects in between). If you have any questions or financial topics you want us to cover on future episodes, you can simply email your requests to podcasts@stewartgroup.co.nz
You’ll find CEO Nick Stewart our most frequent flyer in the hot seat – Nick is a Financial Adviser, Accredited Investment Fiduciary, and Associate Financial Planner of Financial Advice New Zealand. He is the Executive Director and CEO at Stewart Group and holds a number of directorships in privately-owned companies and independent trusteeships.
About Stewart Group
We follow a values-driven philosophy through an unwavering commitment to honesty, integrity, and loyalty. Our business philosophy mirrors our family values, and we operate within these beliefs every day. At Stewart Group, we have a family culture and reputation for strong relationships with our clients giving them personalised service.
We are one of only eight CEFEX accredited firms in New Zealand, committed to providing the highest fiduciary standards and fostering a culture of continual improvement.
Through our owners, directors and team members Stewart Financial Group (NZBN: 9429040213187) identifies as a Māori owned business.
•Nick Stewart is a Financial Adviser and CEO at Stewart Group, a Hawke’s Bay-based CEFEX certified financial planning and advisory firm. Stewart Group provides personal fiduciary services, Wealth Management, Risk Insurance & KiwiSaver solutions.
•The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling 0800 878 961 or visit our website, www.stewartgroup.co.nz
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Hosted on Acast. See acast.com/privacy for more information.
Tags: economic updates, financial advice, Financial Adviser, Financial Markets, investments, investors, new zealand, Retirement Planning, stock market, Wealth Management
Welcome to the Asset and Wealth Management podcast series, the ultimate guide to the latest insights and trends every week in under five minutes. Our experts across the globe will cover topics in the industry to give you the 360° perspective of the most pressing topics that the asset and wealth management industry is currently facing.
Categories: Business
Tags: am, asset and wealth management, asset management, awm, banking, economy, Finance, financial services, hedge funds, investing, investment, pension funds, Wealth Management
When it comes to financial planning and investing, many of us have more questions than answers. “What the Wealth?!” offers sound financial information and guidance on numerous concerns to help Gen X and Y families and professionals as well as 50-Forward individuals create the lives they love. Jonathan P. Bednar, II, CFP, joined Paradigm Wealth Partners in January 2010, where he is in partnership with his father, Jon P. Bednar. As a Wealth Advisor, Jonathan enjoys guiding his clients to make informed financial decisions and planning as a means to solve their investment and retirement concerns.Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Paradigm Wealth Partners, a registered investment advisor and separate entity from LPL Financial.
Categories: Business, Education
Tags: financial advice, investing, investments, Money, Retirement, Wealth Management
On this podcast I talk to industry leaders on matters related to your money, markets, and issues near and far from personal finance.
Categories: Business
Tags: alliancebernstein, Bernstein, Finance, investing, marc penziner, markets, News, Private Wealth, Wealth Management
In the Suite is a podcast that shares amazing stories of women in business in the financial services and wealth management industry. The podcast features interviews with inspiring, top women leaders in business and some of the biggest names in the wealth management industry. In the Suite is where you’ll discover their best secrets and top strategies to grow a great business, build a strong brand, and lead teams in the 21st century. In the Suite podcast is hosted by Tina Powell, TEDx Speaker, former NYU Professor, Marketing Consultant and Partner, Chief Growth Officer at Intention.ly
Categories: Business
Tags: C-Suite Social Media, entrepreneurship, financial services, In the Suite Podcast, Tina Powell, Wealth Management, womens leadership
Jonathan On Money explores various timely topics in personal finance and its intersection with Jewish life. Join Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management as he covers topics in investing, behavioral finance, estate planning, financial planning, taxes, insurance and more. Each show is packed with practical and actionable information.
A must listen for all investors (especially Jewish ones) looking to be more intentional with their money. Also a great source of content for practitioners in the field of wealth management. This includes trust & estate attorneys, accountants, tax advisors, financial planners, insurance professionals, trust officers, and portfolio managers.
Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. “ParkBridge Wealth Management” is not affiliated with Kestra IS or Kestra AS. https://www.kestrafinancial.com/disclosures
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Hosted on Acast. See acast.com/privacy for more information.
Categories: Business, Education, Religion & Spirituality
Tags: #judiasm, estate planning, investing, personal finance, taxes, Wealth Management
Welcome to the “Wisdom for Wealth. For Life.” podcast! Let’s bridge the gap between your faith and your finances. At Blue Trust, we apply biblical wisdom and technical expertise to help you make wise financial decisions. Our goal is to help you leave a lasting legacy. In this podcast, you will hear inspiring stories, practical tips, and encouragement from the Blue Trust family with special guests along the way. Learn more at www.BlueTrust.com.
Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested.
Categories: Business, Education, Religion & Spirituality
Tags: Christian Financial Advisors, fiduciary advisors, Financial Planning, Wealth Management
Making Retirement Make Sense is a retirement planning podcast helping pre-retirees and retirees make smarter, more confident financial decisions. Each episode breaks down the topics that matter most—retirement income strategies, Social Security decisions, taxes in retirement, investment risk, lifestyle planning, and legacy considerations—so you can understand your options and avoid costly mistakes. The show is hosted by Dana Anspach, CFP®, RMA®, Founder and CEO of Sensible Money and a nationally recognized retirement planning expert, published author, and educator, and CJ Miller, CFP®, RMA®, CPWA®, Partner and Executive Financial Planner at Sensible Money, recognized by InvestmentNews as one of the Best Wealth Managers & Advisors Under 40. Whether you’re planning for retirement or already living it, this channel provides clear, unbiased guidance to help you build a retirement plan that works in the real world. Subscribe and let’s make retirement make sense—together.
Categories: Business
Tags: 401k & IRA, Financial Planning, Investing for Retirement, Retirement Planning, Social Security, Wealth Management
Eric and Michelle Walters, co-founders of Summit Hill Wealth Management, address advanced financial topics for successful executives and business owners so that you can protect your wealth, grow your wealth, and pass it along to others when the time is right. Have a question you’d like us to address? Leave us a voicemail at 720-815-5318.
Categories: Business
Tags: business owner, executives, financial advice, investing, investment management, personal finance, Wealth, Wealth Management
The Standard Deduction podcast is hosted by Creative Planning President Peter Mallouk along with Tax Directors, Candace Varner and Ben Hake. This podcast is a thoughtful, informed discussion about ideas, trends and developments in taxes related to personal wealth management. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team.
Categories: Business, Education
Tags: Financial Planning, tax planning, tax services, tax strategy, Wealth Management
First American Bank brings you business and investment insights designed by our team of experts to help you meet your financial goals. #TakeFirstForward Follow us: @FirstAmBank
Tags: banking, business, business banking, commercial banking, Finance, financial news, international banking, investing, lending, Retirement, SBA, stock market, trade finance, Wealth, Wealth Management
Fintech CEOs Adam Holt (Asset-Map.com) and Derek Notman (Conneqtor.co and Couplr.ai) host the Rethink. Financial Advice podcast. With decades of real-world experience as veteran and actively practicing advisors and CFPs, they’re rethinking what it takes to succeed as a financial advisor in the 21st century. Challenging the status quo, Holt and Notman examine practice management, technology, planning, products, delivery of advice, digital marketing, designations, compensation, licenses, types of advisors, mindset, and entrepreneurship – all thoroughly explored and debated. Starting, growing, and running an advisory practice should no longer be done like it’s 1985. Notman and Holt ask the tough questions to get the answers no one else is telling you. Fresh, innovative, brutally honest, inspiring, tactical, and a side of peaceful rebellion banter – just what you needed to learn something new and walk away with a smile.
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Hosted on Acast. See acast.com/privacy for more information.
Categories: Business, Education, Technology
Tags: financial advice, financial advisor, Financial Planning, fintech, Podcast, Wealth Management
What They Don’t Tell You brings you real conversations that real people have behind closed doors. Because wealth management is more than “just investing”, clients and experts sit down together to talk about these topics that go beyond the numbers and that are usually left out from traditional financial conversations.
Categories: Business
Tags: business, Finance, investing, Peace of Mind, Wealth Management
Virtual Hedge Fund founder, Bret Rosenthal, teaches individual investors how to protect capital and capture alpha without roundtripping, huge draw downs, or the interference of ego and emotions.
Categories: Business
Tags: algorithmic investing, Finance, how to invest, how to invest in retirement, how to protect my nest egg, Money, retirement investing, Risk Management, Wealth Management
A bite sized discussion on timely financial news and investment topics, to help you maximize your net worth and wealth for the next generation with Brandon Averill, Erik Averill and Justin Dyer of AWM Capital.
Tags: athlete financial advisor, athlete wealth management, entrepreneur financial advisor, Finance, financial advisor, investing, pro athlete, Wealth Management
For most of us, financial planning and investing are intimidating and overwhelming subjects. There are so many elements to consider and so much information from a seemingly endless sea of voices. What if you could cut through the confusion to finally feel confident and in control of your finances? It’s time to get smart about money. In this podcast, you will hear Mike and Maddie have honest conversations about financial concepts and situations you might be facing right now, rules and best practices for you to follow, and how to make sense of the financial media – what you really need to know. You will also hear local Yardley and Bucks County businesspeople talk about their businesses, their successes, and their challenges.
Categories: Business, Education
Tags: estate planning, Finance, financial advisor, Financial Goals, Financial Planning, investing, money management, Retirement Planning, Wealth Management