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Advisers Ask

WTAMU Advising Services

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Chaque mois
 
Advisers Ask gives students a new way to reach out to Advisers. Students learn best in different ways. This allows students an opportunity to learn in a way that works best for them on their own time. Overall it is about accessibility and meeting students where they are to help them succeed!
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Join Woody, for a no holds barred journey into the world of kink. This is the real deal, not 50 Shades of Grey! The host has been in the lifestyle for over 29 years.
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Discretion Advised

Falcon | NakedSword

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Step into our adult reality where we engage pop culture icons with uninhibited porn stars in revealing conversations, but we warn you - DISCRETION ADVISED. Every other Tuesday, the dirty minds behind Falcon | NakedSword bring you award-winning gay porn director Marc MacNamara and reality TV producer John Hill as they finger the pulse of pop culture. Listen while these industry insiders pull back the curtain to expose the truth behind reality television and gay porn with their honest opinions ...
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Come join a group of friends as they shoot the breeze at a roundtable with unfiltered views on music, relationships and pop culture on a week to week basis that will sure to keep you intrigued and entertained! The iLL-Advised Podcast! Come join the wave now!If you want to suggest a topic or just to talk to us, you can leave us a comment here: illadvisedpod@gmail.com
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Passionate about working with students and making a difference in their lives? Join Matt Markin and his advising guests as they bring together the global academic advising community to share knowledge, best practices, and their own advising stories.
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Welcome to the CSUSB Advising Podcast! Join Academic Advisor Matt Markin and his CSUSB friends as they bring you the latest advising updates at California State University, San Bernardino! Each episode is specifically made for you, the CSUSB students and parents. Matt provides you advising tips, interviews with both CSUSB campus resources and those in academic advising. Sit back and enjoy. Go Yotes!
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The SMSF Adviser Show features insights from the leading experts in the SMSF industry and explores the biggest themes shaping the SMSF landscape today. Join us as we dive into the latest headlines and developments in the industry.
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Peruse the advice columns over a glass of wine with the BiFFs, Stefani and Ray. Listen on while they put years of therapy and life experience to the test against some of the best columnists out there. New episodes Wednesdays.
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The ILL-Advised Wise Guys podcast stars Uchay and QDeezy! Every other Tuesday at 12 PM EST, the wise guys provide their "ill-advised thoughts" on the newly released albums and singles by your favorite mainstream and indie artists from around the world! They also discuss topics in the ever-changing worlds of music and society & culture. Check out their website: www.illadvisedwiseguys.com
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The ifa Show

Momentum Media

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The ifa Show is your guide to the stories behind the headlines in financial advice. Join the ifa team as they discuss the latest developments in the advice sector. www.ifa.com.au
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Between Meetings with Matt Heine

Netwealth Investments Limited

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In this podcast series Matt Heine, Managing Director of Netwealth, chats to industry professionals and thought leaders on what opportunities and challenges they see for financial advisers, what they are working on and their favourite business book or podcast, to uncover their insights on a wide range of topics in relation to the delivery of advice and financial services.
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The Adviser Podcast Network brings together the best of the Australian broking industry within one dedicated platform – delivering brokers professional development advice and top tips on running a successful broking business. Lead by editor Annie Kane, The Adviser Podcast Network includes a number of focused programs, including: Elite Broker: Interviews with Australia’s leading brokers to uncover their career progression, how they’re operating a busy broker business, and their top tips for b ...
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We interview top financial advisors and visionary voices to bring you the strategies, tips, and tools you need to make a difference in people's lives. So rope up and get "On Belay" as we climb the summit to success with your host and Chief Belayer, Steve Sanduski.
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The Advised podcast is hosted by Financial Planner and entrepreneur Rick Luchini. On this podcast you’ll find interviews and insights on a wide range of financial topics. Rick’s mission is to lift the veil on personal finance and help you make better decisions.
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Fred Saide discusses proper planning to and through retirement. His goal is to provide information on financial matters related to planning a successful retirement. Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.
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The Successful Adviser by James McCracken

James McCracken interviews today's most inspiring and successful advisers & entrepreneurs 5 days a week with inspiration from leading advisers including Pat Flynn , Tim Ferriss, Seth Godin & Tony Robbins

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Journey Of The Successful Adviser is created for you - the adviser, the entrepreneur, and those aspiring to be one. If you're looking for inspiration, education and empowerment to help you keep moving toward your goals, whether you're on the way to work, on the way home, or during your 'down time', James McCracken brings you real-life stories of triumph and tribulation from many of today's most inspiring advisers and entrepreneurs. Each episode ends with the PD ROUND, where guests share nugg ...
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Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their income, and reduce overall income and estate taxes. Many conservative investors have used his advice to invest their savings prudently and transfer more wealth to their heirs efficiently. Visit silverleaffinancial.com for more information.
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The BroCast Show

The BroCast Show

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Join 3 friends as they discuss random subjects and ideas, from interesting facts to weird "would you rather" questions, conversations for "The Bros", health, fitness and relatable pop culture through movies, series and experiences, all with our unfiltered reactions to the randomness that is the internet and our world.
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The Association Adviser Podcast

Naylor Association Solutions

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Welcome to the Association Adviser Podcast, brought to you by Naylor Association Solutions! Hosted by Naylor CEO & President Christine Shaw, the podcast explores strategies and solutions that keep association professionals informed and inspired. Christine is joined in conversation by leading association executives and industry professionals who share their stories and lessons learned. By sharing practical tools and expert advice, the Association Adviser Podcast will give your association the ...
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401(k) Specialist Podcast

401(k) Specialist Magazine

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401(k) Specialist’s new biweekly podcast series “The 401(k) Specialist Pod(k)ast” provides retirement and 401(k) advisors with tips and strategies to optimize their business and outperform for their clients. High-profile pundits and personalities engage in smart discussions of relevant topics to educate, inform and entertain listeners.
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Luke Smith is The Strategy Stacker. He's an experienced financial planner and each Friday afternoon talks about money with Leon Delaney on 2CC Talking Canberra. Luke's down to earth approach breaks down financial planning strategies into everyday language and he talks about how to put money ideas together. Luke's goal is to help Australians make smarter money decisions through education.
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Crump Insights

Crump Life Insurance Services

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Exploring timely insurance and retirement planning topics for today's forward-thinking financial professionals. Crump Insights is a presentation of Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products. Join us for the latest market updates, sales strategies and information that impact the industry, your practice, and your clients.
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Just Covered

Legal & General

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Welcome to the Just Covered podcast series, where financial planners, mortgage advisers, and protection advisers come together for insightful discussions on the latest topics in the financial services industry. Join us for short and engaging conversations designed specifically for professionals like you. We'll be exploring current trends and pressing issues that impact your work and provide valuable insights to keep you up-to-date in the ever-evolving landscape. So, grab a cuppa, sit back, a ...
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Garry Thurman brings everything you need to know about retirement and income planning in a fast paced format. Each week, Garry and his guests reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes. For more informatio ...
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Joe Murphy and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes ...
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Money is Personal

Steven Briggs, Chairman and CEO of Briggs Financial Inc.

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This podcast is dedicated to sharing ideas that you can use to take ownership of your financial future. Most Americans have little or no net worth. By being purposeful with what we earn, I believe we can change that.
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Live freely! Prashant Sabapathi and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their inc ...
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FTAdviser is the Financial Times’ specialist title dedicated to the UK financial advice profession. Each week one of our reporters will be joined by a panel of experts to discuss issues such how the latest regulatory developments will impact advice firms, how advised clients will be affected by the latest developments in pensions, investing, mortgages and tax, and how the financial advice profession will develop and grow. The FTAdviser Podcast is designed to inform regulated UK advisers on a ...
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Plz Advise

Solid Listen

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Writer and HelloGiggles.com co-founder Molly McAleer and her diverse roster of guests tear into listener voicemails, giving advice and exploring the underlying issues while laughing all the way. If you would like Molls to answer your question, call (323) 450-7408 and leave a message.
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Career Practitioner Conversations is a podcast series from the National Career Development Association (NCDA). We provide research, resources, and support to career development professionals all over the world in their work to empower others to achieve their career and life goals. These conversations with industry experts cover a wide variety of relevant topics for today's career practitioners. Legal Disclaimer: NCDA provides these episodes solely for educational and informational purposes. ...
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Life Advise

KSD

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Three girls talk about different things from news to mental health. They have social media that's linked in their YouTube channel, they have every episode that's to come on their YouTube also.
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Live Foreverish

liveforeverish

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Join Dr. Mike and Dr. Crystal as they sit down with some of today’s leading medical, health, and wellness experts to discuss a variety of health-related topics. From whole-body health to anti-aging and disease prevention, you’ll get the latest information and helpful advice to help you live your life to the fullest.
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The Biff’s read through advice from Jenee Desmond-Harris of the Slate’s Dear Prudence, this week. A woman finds her husband’s notes to himself on the best way to handle her in several scenarios. A husband cheats on his wife with the person she has a restraining order on, and now she’s ready to give notice at their co-owned business. Lastly, when th…
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In this latest pile of TRAP, the Trap Pack discuss Topical issues, including BTC ETFs coming here, insurance payouts from Royal London, SPIVA Persistence, Bank of Ireland saving rate rises, pension dashboard (really dull), Canada Pension Plan active follies, Abrdn price cuts Meat and Potatoes: Politics - do you or don’t you? Questions posted by our…
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Marc MacNamara has officially escaped New York City and is ready to team up with John Hill for an all-new edition of DISCRETION ADVISED. After discussing John’s underwear party experience on Fire Island and Marc’s recent kiki with RHOP’s Monique Samuels, these two are ready to dish about everything from celibacy to Jennifer Lopez. Next, Marc and Jo…
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Episode Topics Include: (7:10) | Eminem Drops “Houdini”, The Death of Slim Shady Album Expectations (16:25) | Is Sexyy Red Worth The Hype? (28:24) | Is Country Music Moving The Needle More Than Hip Hop? (39:45) | Artists Who Suffered From Dropping Their Best Music Too Early In Their Career (49:30) | Zero Skip Albums: ‘If You’re Reading This, It’s T…
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A new borrower cohort of ‘established businesses’ is increasingly seeking finance from brokers, according to SME lender Prospa. In this episode of In Focus, sponsored by Prospa, we sit down with Roberto Sanz, Prospa’s general manager of sales and partnerships, to find out: How brokers can be tapping into this growing opportunity. The types of busin…
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Are you a new first year student at CSUSB? If so, this episode is made specifically for you! You attended your orientation, but do you remember everything? Do you know what happens next? Well, we have a special episode to help prepare you for your first semester at CSUSB! Join Megan Huston from Orientation and First Year Experience, as well as Brit…
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In this episode, Steph makes her sparkling debut on the show and takes the trophy for the winning advert! From skincare to cars, tarantulas and more, the team hopes to inspire you with more ideas for your websites and social media platforms. We recommend you view all four adverts before or during listening to this episode to engage in the discussio…
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Unlike most of our guests, Andrew Stevens is a well known and respected supplier to the industry rather than a broker from within the industry. Andrew has established Online Broker Think Tank, which is both a broker-specific Facebook group as well as a brand that’s become synonymous with providing value and insights to brokers. By way of prior expe…
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In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Tim Miller, SMSF technical and education manager at Smarter SMSF, to discuss some of the contribution considerations advisers need to keep in mind ahead of 30 June. Miller explains the concept of a ‘contributions matrix’ and how it can help SMSF members consider…
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The recent Association Benchmarking Report shows that generating more non-dues revenue stands as the biggest challenge associations face! That is why we chose to focus on the topic of non-dues revenue throughout our Season One launch of The Association Advisor Podcast. In this preview of Season One's topic, our host Christine Shaw, CEO and Presiden…
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It can be a challenge to get sports people to think long term about their financial futures. But doing so is important for a number of reasons. FT Adviser senior reporter Alina Khan speaks to Mark Tueart, managing director at LIFT-Sport, and Conrad Balatoni, associate partner practice at St James’s Place, about why football players are targets for …
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In episode 99, we chat with Tashauna Stewart, academic advisor in the Lee Business School at the University of Nevada, Las Vegas. Tashauna discusses going beyond the confines of traditional advising roles, developing and co-coordinating advisor professional development opportunities through micro-externships, and supporting students through tragedy…
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This conversation with NCDA President Carolyn Jones provides an overview of the 2024 Global Career Development Conference and reflections on recent accomplishments. Carolyn shares details about the conference theme, The Interconnection of Career Development and Mental Health: Strategies and Techniques to promote Well-Being and Success, and encourag…
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In this episode of The ifa Show, hosted by Keith Ford, Hans Egger, managing director of Astute Wheel, delves into the importance of client portals for financial advisers. The discussion centres on the benefits of using client portals to enhance data security and improve the overall client experience. The pair discuss: The critical role of client po…
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In the latest episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Michael Pillemer, CEO of PPS Mutual, to discuss the sustainability and advantages of the mutual insurance model. Pillemer highlights that the mutual model allows for profit sharing among members, contributing to long-term sustainability and client satisfaction. Despite …
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Current research on green tea, hypertension, fermented food, and junk food. Listen to the latest episode of Live Foreverish as Drs. Mike and Crystal discuss how a matcha mouthwash inhibits the bacteria that causes periodontitis; an aggressive approach to lowering blood pressure; health benefits of sauerkraut; and why you crave sugar.…
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Health Savings Accounts can be a very effective tool not only to pay for out-of-pocket medical expenses, but also to save for retirement thanks to a unique triple tax advantage. To check in on the pulse of the HSA market, we talk with the co-founder and president of Devenir Research Eric Remjeske, who is also a co-author of the semi-annual Devenir …
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This week's KinkyCast, episode 526, provides an in-depth exploration of the experiences of dominant women in the BDSM lifestyle, featuring insights from MisTress and Merdusa. It covers their personal challenges, societal misconceptions, and the subtleties of dominant-submissive relationships. The discussion highlights the balance between power and …
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Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired live on Friday 31 May 2024. With the end of financial year just around the corner, this weeks topic looks at ‘How to maximise your tax deduction from an EOFY super contribution’. Thank you for joining us live on 2CC or your favourite podcast streaming serv…
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On this week’s show we discuss possible surprises that if you’re not ready for them can wreck your retirement goals. Is your 401K doing all it can for you? We will dive in. We go into real numbers and what they mean, CPI, inflation, all coming up on today’s show. If you have any questions regarding your retirement contact Guardian Investment Adviso…
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Fred Saide discusses the challenges and statistics related to retirement planning, longevity, market volatility, and the unique challenges faced by women in retirement. He also addresses the importance of guaranteed income, annuities, and the need for comprehensive financial planning. The conversation delves into the impact of inflation, pay equity…
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Can you guess which actor balances mysterious charm and androgyny while competing with the traditional alpha males of Hollywood? Join us for a whirlwind conversation as we dissect the unique appeal of stars like Johnny Depp, Leonardo DiCaprio, and Steve Carell. From humorous debates comparing The Rock and Vin Diesel to quirky tangents about countin…
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The conversation covers the topic of retirement planning, financial regrets, and the role of annuities in retirement income planning. It emphasizes the importance of early retirement planning and the impact of inflation and market volatility on retirement savings. The discussion also delves into the different types of annuities and their suitabilit…
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The conversation covers a range of topics related to retirement planning, financial regrets, investment strategies, market insights, and economic trends. It delves into the impact of inflation, interest rates, and the role of the Federal Reserve. The discussion also explores the volatility of the stock market, the importance of managing risk, and t…
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We have all been urged to back British businesses by various chancellors recently, but this goes much further than simply shopping locally. We need to look at our investment strategies, too. In this podcast, FT Adviser editor Simoney Kyriakou speaks with Modwenna Rees-Mogg, founder of the Angel News business. Rees-Mogg is a doyenne of angel investi…
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With our incoming first year CSUSB Yotes attending new student orientation, do you as a parent or family member know what your student should have learned or what happens next? Join academic advisor Matt Markin as he chats with the experts, Maria Domingo from Orientation and First Year Experience and Ellie Gault from the ASUA Academic Advising Offi…
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The Adviser’s What’s Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join hosts Adrian Suljanovic and Annie Kane as they cover the broker industry hitting back at some recent claims from a major publication, more around banks versus brokers, and the latest market share stats. This…
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According to US Census data, 14% of the US population, or 46 million, are foreign-born and/or non-citizens. This represents a significant life insurance sales opportunity, as foreign nationals seek safety and security from US life insurance carriers. In this episode, our Crump experienced professionals explore the opportunity. Joining us: Jess Metz…
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In this week’s episode, Stefani and Ray read from “Dear Abby.” A woman struggles to support her daughter through divorce when she learns about their open marriage. An ornate cut glass cake stand is the final straw after a writer feels snubbed by their family friend. Finally, a young woman is torn about her parent’s divorce after her father lays bla…
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Guest: Tom Rieman, the Founding Partner and CEO of Practice Intel, a company dedicated to empowering advisors to deliver truly impactful advice. Tom has held leadership roles at J. D. Power and Associates, Brinker Capital, and J. P. Morgan Asset Management. In a Nutshell: Tom and I explore three themes that are crucial to all advisors' success: org…
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In the latest episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Padua Solutions co-founder and co-CEO Matt Esler ahead of the Adviser Innovation Summit in June to discuss the power of data in financial advice. Esler explains the pivotal role that data plays in shaping the future of financial advice, and the importance of understandi…
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In this episode, Dr. Bret Anderson sheds light on the multifaceted shifts that are altering the fabric of the corporate world. Discover the connections between DEI initiative, artificial intelligence, and legislation as they shape the hiring process for many employers. Bret also shares his expertise in the development and use of employer-fit algori…
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Send your text message - we'd love to hear from you! We all experience trauma at some point in our life. What do we do with it? Ignore it and move on to 'make it' for the sake of loved ones that may be counting on you? Sarah and Isabell Bowling team up to design a creative way to begin a journey of healing through their different styles of writing …
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In 2014, Grace Green left her role as an accountant at a big corporate firm to become her own boss as a Loan Market broker. Fast forward 10 years and she’s now established herself as a successful commercial broker. In this episode of Elite Broker, we catch up with the accountant-turned-broker to find out: Why she transitioned to commercial finance.…
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Determining Protein Quality It’s hard to deny the health benefits of a whole-food, plant-based diet, but vegetables as a good source of protein continues to be debated. On this episode of Live Foreverish, Drs. Mike and Crystal discuss protein in plants vs. meat, complete vs. incomplete protein, and the best food combinations.…
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What are your buying habits like? How much research do you do before buying that shiny new car, fancy BBQ or booking a well-deserved holiday? And, what does all this have in common with generating leads to your website? In this episode, Alex shares the three key things you need to do to drive people looking for financial advice to your website. Bro…
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Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired live on Friday 24 May 2024. This weeks topic is a perennial one that many parents and grandparents ask themselves ‘How can I give my kids the best financial start in life?’. Thank you for joining us live on 2CC or your favourite podcast streaming service. …
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On this week’s show we discuss the current state of the economy and what it could mean for retirement. What are we most afraid of as we head toward retirement? Great question and we will discuss some answers. Every retirement journey will encounter rough patches so it’s important to recognize them and maneuver. If you have any questions contact Eli…
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Ever wondered if you could take on eating challenges without breaking a sweat or if you'd stand a chance against a UFC fighter in a surprise home invasion? Buckle up, because our latest episode is a thrilling ride that scoops you through the landscape of sports, pop culture, and beyond, with a side of uproarious banter that's sure to keep you hooke…
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On this week’s show we discuss the current state of the economy and what it could mean for retirement. What are we most afraid of as we head toward retirement? Great question and we will discuss some answers. Every retirement journey will encounter rough patches so it’s important to recognize them and maneuver. If you have any questions contact Gua…
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In 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 discuss the concept of modern monetary theory and its implic…
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In this conversation, Kevin Brucher discusses the certainty and uncertainty in retirement. They talk about the success of Nvidia and the potential risks of investing in AI stocks. They also discuss the importance of investing in the stock market to stay ahead of inflation and the benefits of having a Health Savings Account (HSA). The conversation t…
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The Adviser’s What’s Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join hosts Adrian Suljanovic and Annie Kane as they cover the latest move by CBA, ASIC’s lender hardship report, and which banks brokers went to the most in April. This week, they discuss: CBA’s new direct-to-con…
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In this conversation, Fred Saide discusses retirement surprises and how to navigate them. He emphasizes the importance of understanding Medicare and making informed choices about healthcare coverage. Fred also explores options for long-term care and the potential costs associated with it. He highlights the need to plan for inflation, taxes, and lon…
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TRAP Live! This is a TRAP episode recorded on 9th May 2024 in front of 140 adoring TRAPists at Lola's, the louche, loose, slightly dangerous bar in the underground caverns of the world-famous London Hippodrome casino. Our sources confirm that this is the first (last?) UK financial services-related live podcast held in the UK and, secondly, there ha…
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