Updates on innovative technology for the wealth management industry.
Care For My Wealth Show with Capstone Wealth Management, a weekly show that airs Saturdays at 9am on The Big 1070 in Madison.
The Bush Wealth Podcast featuring speaker Stacy Bush & Kent Patrick
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The Dentist Money™ Show | Financial Planning & Wealth 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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America's Wealth Management Show with Dean Barber


Barber Financial Group 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. Dean is the author of Retire a Winner and is a frequent contributor to CNBC, CNN Money, SmartMoney, Bloomberg Radio, The Wall Street Journal, and Investment News. Investment advisory services offered through Barber Financial Group, Inc., an SEC ...
Welcome to Agent of Wealth Podcast with Marc Bautis from Bautis Financial. In this podcast, Marc helps small business owners and retirees overcome the multiple wealth planning challenges involved in your financial life. We do this by creating comprehensive wealth management plans to guide you towards financial freedom, ensure you never run out of money, and help create a balance in life that prioritizes what is most important to you. Join us for this journey as Marc draws from years of exper ...
America's Wealth Management
Advance Your Wealth With Homer Smith provides you and your business with the financial advice needed to make calculated decisions moving forward. With over 18 years of industry experience, Homer Smith, Private Wealth Advisor with Konvergent Wealth Partners, understands the importance of a commitment to customer service and strives to help clients pursue their financial goals towards aspirations and retirement. Each episode we'll take a deep dive into a different complex topic surrounding per ...
Welcome to the Minority Wealth Management podcast!
Cultivating your wealth's ability to grow, preserve and provide.
Galvez Wealth Management LLC discuss real estate, finance, life lessons and every now and then some shenanigans.
A discussion of market conditions and investment strategy.
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.
Ed Butowsky is an internationally recognized expert in the investment wealth management industry. Butowsky has been in the financial services industry for almost 30 years.
Take your wealth further. Together, today. Professional advice can help you stay focused on what really matters. Define your world, your way. Meaningful wealth management is about much more than just money. It’s about how you see yourself. The impact you want to make. The legacy you want to leave. Your priorities for today and tomorrow. At Old Mutual Wealth we offer no generalist solutions. Together with your financial planner, our team of experienced specialists go to great lengths to under ...
Welcome to the FarrCast, hosted by Michael Farr, president and CEO of Washington DC wealth management firm, Farr, Miller & Washington. The FarrCast brings you up to date news from Washington, Wall St., and Main St., and discusses what it means for you and your future investments. Each week Michael will have guests with insights into economics, policy, personal finance, and the intersections between them all. Listen in not just for analysis of what has happened, but for the forecast of where ...
Our weekly podcast offers rare access to the sharpest minds in investment, along with insights from top executives in the wealth and fund management industry. Find out what makes these individuals tick and where they see the best opportunities in global markets.
Weekly financial and retirement planning guidance with Steve Davis and Sean Tole of Davis Wealth Management in Concord, NH. They'll walk you through the important things you need to know about retirement, the key questions you should ask, and the steps to take to have a prosperous financial future. Questions for the team? Call 603-715-2335.
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Working Women's Wealth: The confidence to grow yourself and your money to achieve your goals and dream retirement


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Working Women's Wealth: The confidence to grow yourself and your money to achieve your goals and dream retirement
Whether an entrepreneur or employee, we can all learn from the inspiring stories of other women who've gone before us. Our guests motivate listeners through their stories of success and learning despite fear. They have faced their fears, acted with courage, and their braveness rewarded. Need help making more money? Or investing it? Or saving for retirement? Or getting out of debt? Or do you want to learn how to set up a second income stream, your own business on the side? Or maybe just learn ...
Welcome to The Active Wealth Show Podcast! Your Host is Ford Stokes, Founder and CEO with Active Wealth Management. Ford is passionate about educating pre-retirees, retirees and business owners on how to retire successfully. You will learn key strategies to protect and grow your wealth. As a fiduciary, Ford is committed to helping retirees hold onto more of their hard-earned wealth and is a big advocate for ROTH IRA LADDER CONVERSIONS to help his clients reduce the total taxes they will be r ...
Welcome to the Payne Points of Wealth: The podcast that addresses all the pain points that come with creating your wealth, growing your wealth, and sustaining your wealth. Hosted by the Family Wealth Experts of Payne Capital Management, Bob, Ryan & Chris Payne. On a weekly basis, they deliver timely strategies and solutions for the pain points that come with building, preserving and managing your wealth.
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Creating Wealth Real Estate Investing with Jason Hartman


Survive and thrive in today's economy! With over 1,100 episodes in this Monday - Friday podcast, business and investment guru Jason Hartman interviews top-tier guests, bestselling authors and financial experts including; Steve Forbes (Freedom Manifesto), Tomas Sowell (Housing Boom and Bust), Noam Chomsky (Manufacturing Consent), Jenny Craig (Health & Fitness CEO), Jim Cramer (Mad Money), Harvey Mackay (Swim With The Sharks & Get Your Foot in the Door), Todd Akin (Former US Congressman), Will ...
The Wealth Nation Podcast aims to empower you to take control of your money management and to secure an abundant future for yourself and your family by making wise money decisions. Host, Yolanda Rose Haripersad will pick the biggest, brightest brains in finance and entrepreneurship to provide you with ideas and strategies to manage your money and build generational wealth.
I am a national expert on sudden wealth. My wealth management firm (www.PacificaWealth.com) has developed a unique process for handling the financial--and often psychological--issues of sudden wealth from inheritance, lottery, divorce, stock options, lawsuits, sports/entertainment contracts, or business sales. For clients who experience a sudden wealth event and may feel overwhelmed and need immediate clarity on the various financial, legal, and tax issues, I am able to provide them with ins ...
We offer specialist advice and services to help you make the most of your money. Whether you want to grow your wealth in the best possible way, plan for your retirement, protect your hard-earned capital or generate an optimal income from it, our services are built around your needs. We help you reach your goals and meet your needs through personalised advice and a fully integrated, seamless approach to the management of your wealth, both locally and internationally.
In today’s environment, financial advisors are faced with many challenging conversations that meet at the intersection of money and emotions. Enter Better conversations. Better outcomes., presented by BMO Global Asset Management. This podcast seeks to enhance advisor conversations by exploring topics relevant to today’s trusted advisors. Ben D. Jones and Emily Larsen interview experts covering wealth advising from every angle and provide ideas for client engagement, portfolios and practice m ...
Bountiful examines how Christians can maintain the proper perspective on material wealth and its purpose in our lives. Being rich in this world is very different than being rich toward God. Gary and Christy will look to the Scriptures to discuss how Christians can use their money and possessions to the glory of God, who richly provides us with everything to enjoy (1 Timothy 6:17).
Join property investing experts Damian Collins and Arin Di Camillo in the Momentum Wealth Property Investing Masterclass series. In 10 episodes, Damian and Arin will cover the fundamentals of property investment, from buying the right property and planning your long term strategy to finance and property management. They will delve into more sophisticated strategies such as property development, syndicates/trusts and commercial property investment. Be inspired to pursue your investment goals ...
Welcome to Motivation Weight Management Assist Podcasts, our regular and informative podcasts on all things health and weight related. As often as we can, we will bring you a podcast that deals directly with a topic related to your health and your ongoing concerns about weight, be it your own weight or that of your partner, a child or a close relative or friend. Your chief host on the Motivation Assist Podcasts will, in the main, be our clinics director and co-founding partner, Aisling Conno ...
Par Fox Sports 1070 (WTSO-AM)
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America's Wealth Management Show with Dean Barber


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Why it's NOT All About Investments
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What's ahead for the stock market in 2021? In order to answer that question, we have to look back at 2020. Join Dean Barber and Bud Kasper as they discuss their 2021 market predictions and look back at 2021.Read the episode transcript and get any resources mentioned on this episode here: https://barberfinancialgroup.com/financial-planning-why-its-n…
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The Dentist Money™ Show | Financial Planning & Wealth Management


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#267: A Warren Buffett Investment Secret You Can Mimic
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Warren Buffett is considered a superstar investor and he is probably the most well-known name in the investment world. Worth billions, it’s a distinction he surely deserves. On this episode of the Dentist Money™ Show, Ryan and Matt reveal a surprising secret to Buffett’s success—and it’s a secret you can start duplicating right now. Numerous books …
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Citywire Wealth Manager


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EU won't embrace the city with open arms
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Will Britain manage to get full access to EU financial markets? Unlikely, say experts. James Smethurst, regulatory partner at law firm Freshfields, explains the issues at stake but has faith the City won't lose its clout.Par Citywire
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Wealth Management Today


The post #ItzOnWealthTech Ep. 82: Can eMoney’s Mobile App Deliver an Incentive for Clients? appeared first on and was written by Craig Iskowitz. “There’s a large percentage of American households that are not being served by financial advisors. That’s where this concept of financial wellness comes into play, in helping individuals in need of advice…
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Creating Wealth Real Estate Investing with Jason Hartman


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1638 FBF: Fiscal Policy, Corporate Taxes & America's Economic Progress with Dan Mitchell Senior Fellow at the Cato Institute
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Original Release Date: 4/22/15 Dan Mitchell talks about what’s happening in the government’s fiscal policy and how it’s influencing the economy. Jason invites Fernando on to the show and answers a couple of his questions on lease renewal. Dan Mitchell is also today’s Creating Wealth guest. Dan is a senior fellow at the Cato Institute and talks abou…
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Your Healthy Retirement


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Why You Should Never Emotionally Invest
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When making important decisions in our financial life, it can be difficult to pull our emotions completely out of it because many people have strong feelings tied to their money. Steve Davis will talk to us today about making logical, financial decisions and sticking to the plan that you have established. Visit Steve Davis's website: http://www.dav…
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Payne Points of Wealth


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A year into a pandemic and how it’s impacting your future?, Ep #22
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Welcome to episode 22 of Payne Points of Wealth. As always, there's a lot going on and we’ve got a lot to say. Here we are nearly a year into a pandemic. There’s a vaccine but distribution is not off to a smooth start. We're looking at another stimulus bill for $1.9 trillion after passing one for $900 billion a month ago! Companies and consumers ar…
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The FarrCast : Wealth Strategies

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Can We Vote for Amanda Gorman Now?
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The United States has a new President, and we bring you a new FarrCast! Michael Farr welcomes Kenny Polcari to talk about the next step for the markets. Kenny says the markets are frothy, but not a true bubble. He expects a pullback sometime in the first quarter -- which he sees as healthy, and an opportunity. Lester Munson, longtime Capitol Hill i…
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Better conversations. Better outcomes. | Presented by BMO Global Asset Management


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116 Adapting to the changing landscape of income
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Retirement is, for many, the culmination of their life's work. As their financial advisor, you've been helping your clients strategize and plan for that milestone. But what happens if what you've been planning for changes right before the goal line? We're seeing that today in the world of retirement income. Derek Sasveld and Scott Kimball return to…
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Creating Wealth Real Estate Investing with Jason Hartman


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1637: Biden Manchurian Candidate, Tax Credit, Jim Rickards, Inflation, Gold v. Bitcoin
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Jason Hartman shares his opinion on what to expect from the Biden administration and their tax plan. Does this benefit the investor? Is Joe Biden the Manchurian candidate? Jim Rickards returns in part two to discuss the cause of inflation and his opinion on whether we will see the US in an inflationary state or not. As well, Jim shares his views on…
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Working Women's Wealth: The confidence to grow yourself and your money to achieve your goals and dream retirement


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167 Removing the Roots - Part 2: Getting out of debt
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Despite your best efforts, does your debt feel insurmountable and ever-present? Much like with weeds in a garden, if you don’t get the roots out, you will end up in debt again. Following on from my last episode on getting out of debt - ‘The Road to Poor’ - this week I tackle the three roots of debt, and how you can go about getting rid of them! Bec…
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Creating Wealth Real Estate Investing with Jason Hartman


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1636: Jim Rickards on The Death of Money, Aftermath, Currency Wars & The New Great Depression
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Censorship and political speech, Jason Hartman asks you where the line is drawn. Remember, to maintain control, Jason Hartman's Commandment Number Three. Jason Hartman talks with Jim Richards, author of The New Great Depression. Jim shares his discoveries about the lockdown, the stock market's influence, and asset bubbles vs. asset inflation. Jim R…
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The Wealth Nation Podcast


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How to Prepare for the End of the Tax Year?
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Financial year ends are not just for high level CEO's and CFO's....well you are the CEO of YOU INC. In this episode we, look at how you can make the best of the financial year end to reduce your tax liability.Par Yolanda Rose Haripersad
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Payne Points of Wealth


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When You Hit A Portfolio Home Run Are You Smart Or Are You Lucky?, Ep 21
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Welcome to episode 21 of Payne Points of Wealth! We are having a phenomenal start to 2021. Markets are going through the roof, interest rates and oil prices are going up. The “cyclical stocks”— those reopening stocks that we told you about— are starting to move. So the question is... how do you position your portfolio in 2021 to win? We're going to…
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Bountiful: The Heart of Money Management


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“Virtual Soft Skills” (Bountiful S9E2)
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Hosts: Gary & Christy Jenkins | Released Monday, January 18, 2021 Many people continue to work from home during the pandemic, which means that there has been a sustained uptick in the number of virtual calls and meetings. To help navigate through them, Gary & Christy discuss some practical tips on how to participate, present, […]…
Par Fox Sports 1070 (WTSO-AM)
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Creating Wealth Real Estate Investing with Jason Hartman


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1635 FBF: TURNING THE TABLES ON THE GOVERNMENT THROUGH INCOME PROPERTY
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What Time is it? It’s an Amazing Time to Be Alive Say this 10 times real fast, Inflation Induced Debt Destruction, now make it your mantra. Would you like someone else to pay your bills for you? Well when you buy income property it is exactly what happens. Your tenants pay down your debt while your property appreciates. Today, Jason outlines a char…
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Your Healthy Retirement


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Understanding The Differences Between Roth and Traditional IRAs
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Do you know the differences between Roth and Traditional IRAs? Do you know which one might be better to contribute to now to give you the biggest benefit in retirement? Listen to this episode to learn the ins and outs of these investment vehicles and how making the right choice when it comes to your contributions could save you thousands of dollars…
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The FarrCast : Wealth Strategies

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Bubbly Wall St & Washington Boiling Over
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In a historic week in Washington, Michael Farr welcomes guests Jim Lebenthal, Dan Mahaffee, and Tony Fratto to the show. Jim says the market is looking through the turmoil, but a correction is becoming more likely (but timing is a fool's game.) Political analyst Dan Mahaffee outlines what the historic second impeachment means to DC politics. And sp…
Rebalancing your 401(k), is it a return enhancement tool? Or, is it a risk mitigation tool? Join Dean Barber and Bud Kasper as they examine the importance of rebalancing your 401(k). They'll help you determine if it's a risk mitigation tool or a return enhancement tool.Read the episode transcript and get any resources mentioned on this episode here…
Buzzwords are a big part of the financial landscape and for the average investor, it can be difficult to navigate this language and understand what is really being said. Steve and Sean break down some commonly used terms in the financial world, discuss what they mean, and why they are important in regards to your retirement portfolio. Visit Steve D…
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Creating Wealth Real Estate Investing with Jason Hartman


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1634: Real Estate Bubble or NOT? Rental Report Logan Ransley, CONTEST WINNERS!
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Jason Hartman announces Youtube Contest Winners with a couple of clips from our talented submissions. As well, Jason talks about a history of bubbles: from Tulip-Mania to Dot-Com, and even Bitcoin. Are we in a real estate bubble right now? Jason Hartman talks with New Zealander and the founder of Landlord Studio, Logan Ransley, who shares his findi…
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The Dentist Money™ Show | Financial Planning & Wealth Management


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#266: Advice Dentists Want vs Advice Dentists Need
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Dentists looking for financial guidance often think they know what they need when it comes to advice. On this episode of the Dentist Money™ Show, Ryan and Matt talk about four fundamentals dentists tend to overlook—but are the things they really need to hear. The rudimentary basics for good financial planning start with these financial pillars. Bui…
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Working Women's Wealth: The confidence to grow yourself and your money to achieve your goals and dream retirement


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166 The Road to Poor - Part 1: Getting out of debt
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Has your debt dug you a hole deeper than you’d planned? Dig yourself free! And make getting out of debt a priority this year. But first, it’s important to understand why being in debt truly IS the Road to Poor, and then you can learn how to minimise the cost of your debt. In this episode, I discuss ways to do just that. As Albert Einstein said – “C…
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Creating Wealth Real Estate Investing with Jason Hartman


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1633: THE END OF AMERICA, What Should We Do?
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Things that Americans believed could never happen are happening right now. Jason Hartman talks about the ever-growing censorship or the ever-diminishing freedom of speech. From being blocked on Facebook to being censored on YouTube, Jason shares his experiences with censorship, and for what? Key Takeaways: [4:00] A huge amount of money created in t…
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The Wealth Nation Podcast


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5 Ways to Review Your Money Habits
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Healthy habits can keep us well, active and stress-free and of course unhealthy habits can do the opposite. Spending habits can also be healthy and not so healthy. Annual financial reviews are to having a financially fabulous year.Par Yolanda Haripersad
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Bountiful: The Heart of Money Management


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“My Year Of _________” (Bountiful S9E01)
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Hosts: Gary & Christy Jenkins | Released Monday, January 11, 2021 In the spirit of a new year and a new podcast season, Gary & Christy discuss some areas of focus for us all this new year. There are some pros and cons with setting resolutions, but overall they’re good in that they remind us […]Par Bountiful – The Light Network
Par Fox Sports 1070 (WTSO-AM)
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Creating Wealth Real Estate Investing with Jason Hartman


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1632 FBF: Investing In Your 20’s & Home Buying vs Renting for Millennials
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Originally Released: Dec 27, 20122 Jason talks with one of his twenty-something clients who’s getting off to a good start as a real estate investor. Starting at the ripe old age of 26, Drew acquired three good rental properties that produce income of around $3,000 per month. In this multi-faceted case study interview Jason and Drew talk about the p…
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The Bush Wealth Podcast


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Conference Call Regarding The Election Results and Your Money!
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Par Stacy Bush & Kent Patrick
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The FarrCast : Wealth Strategies

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There's Still Some 2020 Stuck to My Shoe
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It's a tumultuous first week of 2021. Michael Farr welcomes Jim Iuorio to talk markets -- don't be surprised if there is a pullback, but the outlook through to the medium term is good -- and Dan Mahaffee to discuss the unprecedented assault on the Capitol. The United States has faced other crises before, and the Republic endures. Michael finishes w…
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Active Wealth Show

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21 Investment Strategies for 2021
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Learn 21 Investment Strategies to invest successfully in 2021! Fixed annuities, including multiyear guaranteed rate annuities, are not designed for short term investments and may be subject to restrictions, fees and surrender charges as described in the annuity contract guarantees are backed by the financial strength and claims paying ability of th…
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Agent of Wealth


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Episode 61 - What to Do if You Receive a Tax Notice From the IRS With Allan Rolnick
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What should you do if you get a letter or notice from the IRS? Don't ignore it. In this episode of The Agent of Wealth Podcast, Marc Bautis talks with Allan Rolnick on the ins and outs of an IRS notice. Allan explains the various causes that lead to a letter showing up at your door and the steps you should take to resolve the problem. Allan also sh…
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America's Wealth Management Show with Dean Barber


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RMD Strategies for Before & After Retirement
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Dean and Bud discuss required minimum distributions this week. You may be asking, “Why are you talking about RMDs so early in the year?” There are major RMD strategies for both before and after retirement. You don’t want to miss a moment of this episode.Read the episode transcript and get any resources mentioned on this episode here: https://barber…
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Payne Points of Wealth


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2020 Lessons That May Keep Your 2021 Asset Allocation From Getting Out Of Whack, Ep 20
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Happy New Year on this 20th episode of Payne Points of Wealth. Things are getting interesting. Wall Street all of a sudden has rose-colored glasses. Goldman Sachs came out and was looking for a 15% return this year on the S&P 500 as the world has apparently become more bullish overnight. The questions… Will it be a good year in the stock market or …
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Creating Wealth Real Estate Investing with Jason Hartman


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1631: 2020 A Year In Review, Eviction Problems or Not? National Apartment Assoc. Bob Pinnegar
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Bob Pinnegar, CAE, is the President and Chief Executive Officer of the National Apartment Association (NAA), the leading voice and premier resource for the rental housing industry. Jason Hartman interviews Bob Pinnegar to discuss real eviction numbers and the possible expansion of Section-8. How have construction costs made it impossible to build n…
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The Dentist Money™ Show | Financial Planning & Wealth Management


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#265: Two Powerful Tips to Help You Reach Your Financial Resolutions
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On this episode of the Dentist Money™ Show, Ryan & Matt take on New Year’s resolutions providing two powerful tips that can help you reach your yearly financial goals. As January 1st rolls past, millions of people have set resolutions which tend to fail very quickly. How can you make goals, especially financial goals, and feel like you’re really ma…
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Citywire Wealth Manager


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What the FAANG!? - Are Facebook and Amazon eating into Google's ad revenue?
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In our first episode of the new year we took a look at Google’s prospects for 2021. I spoke with Christopher Rossbach, manager of J Stern & Co’s World Star Equity fund, which has the big tech stock as its third largest holding.Par Citywire
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Working Women's Wealth: The confidence to grow yourself and your money to achieve your goals and dream retirement


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165 Rethinking the myth of women in business with Andi Simon
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Do the stories that you were told about the potential for women in business hold you back from living the life you really want? It’s time for new myths. Women all over the world are doing the things that you think you can’t. Listen to their stories so that you can reframe, rethink and re-imagine the possibilities. In today’s episode, corporate anth…
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Creating Wealth Real Estate Investing with Jason Hartman


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1630: 2021 SMART Goals! 5-Year Investment Plan
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New Year, New Goals, Same proven asset class! Jason Hartman invites you to celebrate with him another fantastic year of prosperity for all real estate investors practicing some of Hartman’s proven investment techniques. Following the celebration, we must look for the “what next” plan or goal. How do you build your goals? Do you write them down? Do …
The post #ItzOnWealthTech Ep. 80: Best of 2020 – Part 2 appeared first on and was written by Craig Iskowitz. Welcome to our annual best of the year edition of the Wealth Management Today podcast. I’m your host, Craig Iskowitz, and I run a consulting company called Ezra Group. We are experts in everything related to wealthtech, and this is where I u…
Bitcoin has reached record levels....is Bitcoin still a good investment? Is it worth being invested in? In this episode of the Wealth Nation Podcast we take a look.Par Yolanda Haripersad
Par Fox Sports 1070 (WTSO-AM)
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Creating Wealth Real Estate Investing with Jason Hartman


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1629 FBF: Finding & Keeping Great Tenants + Tips for Landlords & Property Managers with Real Estate Investor Barb Getty
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This episode of FlashBack Friday was originally published on: Jan 23, 2013 Jason Hartman is joined by author and real estate investor, Barb Getty, as she talks about her journey into real estate investing, what it takes to be a good landlord or property manager, how to find and keep great tenants, and explains the eviction process. The second of fo…
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Creating Wealth Real Estate Investing with Jason Hartman


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1628: 30th Anniversary of the Peak of Civilization, Realtor to Investor, Sterling White [Giveaway]
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[Giveaway] Go To jasonhartman.com/contest What do you mean, 30th anniversary of the peak of civilization? Jason Hartman talks about the shifts in culture, the economy, and technology throughout the years. What's peaked, and what is climbing faster than ever? Jason is interviewed by Sterling White of The Real Estate Experience Podcast. Jason shares …