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Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast reviews wee ...
 
Financial and retirement guidance from CERTIFIED FINANCIAL PLANNER™ professional Wade Chessman of Chessman Wealth Strategies in the Dallas, Texas area. Wade is the author of Giving Transforms You and hosts this podcast to help you better prepare for your financial future and to retire with financial confidence. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 7557 Ram ...
 
Byron R. Moore, CFP® is managing director / planning group of Argent Advisors, Inc. Mike Jones is managing director / investing group of Argent Advisors, Inc. Email Byron at bmoore@argentadvisors.com. Email Mike at mjones@argentadvisors.com. Write to either at 500 East Reynolds Drive, Ruston, LA 71270 or call either at (318) 251-5800. The opinions of any single advisor do not necessarily reflect the opinions of Argent Advisors, Inc. No forecasts can be guaranteed. Argent Advisors, Inc. does ...
 
The Family Office Podcast released 3-7 episodes a week of interview mandate interviews, private investor strategies, innovative investment structures and wealth management related insights. Our program provides investors with insights on setting up their own single family office, virtual family office, or selection of a multi-family office to help them manage their wealth. We cover private equity, real estate, income investments, commercial real estate, hard money lending, private loans, and ...
 
If you're a financial advisor, planner and investment manager looking for tips, strategies, and insights that can help you grow your firm, this is the podcast for you. Tune in to the interviews with industry experts whose experience and insights will help you grow your own financial advisory practice.
 
Interviews with the world's best investors and find out what they are currently investing in whether it be the stocks, retirement accounts, Wealthfront, Betterment, Vanguard, mutual funds, real estate, Forex, REITs, or other types of Investing methods. Millionaire Sam Marks and Entrepreneur Johnny FD invest like a boss while sharing what their personal portfolios are, and how they save their hard earned money for travel, life and retirement. Invest Like a Boss covers all aspects of investing ...
 
Featured in Wealth Professional Canada’s 2019 “Top 50 Advisors”, Kelvin Rampersad has been a respected and valued member of the financial industry for the past 30 years. Kelvin started his career in 1988 dedicating himself to making sure his client’s financial health was well looked after. Over the years Kelvin has built a successful practice by analyzing the specific financial needs of each client and the goals of their families. He goes above and beyond to educate and motivate his clients ...
 
Periodically DHG Wealth Advisors will interview financial advisors, CPAs, lawyers, and a variety of financial services professionals to share planning strategies and investment insights to help you achieve your goals. This content is for informational purposes only and does not constitute investment advice or an offer to buy or sell any security. The information is believed to be accurate as of the time it is distributed and may become inaccurate or outdated with the passage of time. You sho ...
 
*Formally known at Worth It Podcast* Welcome to Wealth by Design, a financial planning podcast for successful, modern-day biz owners + creative entrepreneurs. Here, you'll get the tools you need to dream, design, and do what it takes to live life on your terms. Danielle & Dustin, a brother & sister CFP®️ duo, are devoted to educating modern-day entrepreneurs about life, biz, and financial planning so they can create a blueprint to real wealth. Together, they cover topics about the unique cha ...
 
The mission of AIPIS is to properly educate real estate specialists and investors in the proven methods of income property investments as a road to building wealth. AIPIS Education Program Jason Hartman, internationally known investment property guru, had a vision. He wanted to share his 25+ years of real estate experience with a wider audience, so that they could benefit from everything he had learned. The idea for the Accredited Income Property Investment Specialist program grew out of Jas ...
 
Money doesn't have to be complicated. After all, it's not rocket science. Welcome to Armstrong Purselley's podcast, 'To Retirement And Beyond' with Co-Founders & Wealth advisors Brian Armstrong and Shawndi Purselley. This show will help clarify some of financial planning's biggest questions, give you advice in common language, and show you how to build an effective game plan to accomplish your retirement goals. Join us each episode as Shawndi and Brian cover things like taxes, income plannin ...
 
On Money Notes, financial advisors Nancy Lottridge Anderson, Ph.D., CFA and Ryder Taff, CFA, CIPM discuss personal finance topics. We are independent, fee-only investment advisors who want you to learn to grow your wealth through good savings habits and prudent investing.
 
Since 1988, the financial advisors at Abacus Wealth Partners have helped clients dedicate more time and energy to what matters most. Our innovative financial planning process and evidence-based investment strategy have helped hundreds of clients nationwide to stop worrying about money so they can fully experience life.
 
The Lifetime Cash Flow Through Real Estate Investing Podcast grants you access to expert real estate investors, syndicators, lenders, property managers and advisors. These experts share their stories, tips and advice on how they successfully built their businesses, and their fortunes, through multi-family real estate investing. Host Rod Khleif is a seasoned and passionate real estate investor who has personally owned and managed over 2000 apartments and homes. Rod has combined his passion fo ...
 
In Angles, a personal finance podcast, Anglia Advisors founder Simon Brady CFP® and his guests talk about what younger professionals and foreign nationals in the US need to know to successfully getting their personal finances in order and build towards financial security, often by just adjusting your mindset, using new technology or learning to ignore the BS conventional wisdom and myths put out by the financial media & Wall Street.This podcast is informational only and should not be used as ...
 
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show series
 
In today’s episode, Rusty and Robyn talk with Ryan Issakainen, ETF strategist and SVP at First Trust Portfolios. When Ryan graduated college, he spent nine weeks traveling Europe and hopped from temp job to temp job before landing at First Trust Portfolios. He realized pretty quickly that First Trust was a place he could happily grow into professio…
 
Megan Lamke was over $500,000 in debt and leveraged her superpowers to get debt free within 5 years. She shared her expertise with syndicators and was able to get written into the general partnership of deals she was involved with. Megan currently holds over 2000 doors and half a billion dollars in assets. Here’s some of the topics we covered: Disc…
 
Constant and never ending improvement is only achievable when you are radically flexible. Adaptability = flexibility and humility. Flexibility is freedom from the paralysis of analysis. Be flexible so you can adapt to the winds of change and not snap in the breeze of life.
 
In this episode, host Dara Albright and guest, Andy Finch, CEO of IT Biometrics, discuss how advancements in identity authentication technology impacts financial transactions and fosters the growth of decentralized finance. Highlights include: Why biometrics technology is becoming such an integral component to finance; Different types of biometrics…
 
Pasha Esfandairy has a very interesting path. After dropping out of college to pursue professional poker, he soon started flipping homes. He quickly realized that the leverage that multifamily real estate provides was for him and he went ‘all in’. Here’s some of the topics we covered: The value of emotional intelligence Going it alone in multifamil…
 
Johnny and Sam take it back to ILAB basics with a 101 how-to on where to invest your money at various dollar amounts. A refresher and update for everyone out there who is looking for places to grow their hard earned money. Listen to ILAB 182 on iTunes here or subscribe on your favorite podcast app. Where we are: Johnny FD – Ukraine / IG @johnnyfdk …
 
In today’s episode, Rusty and Robyn talk with Amy Magnotta, SVP and Head of Discretionary Portfolios at Brinker Capital Investments. Amy landed a job in investments right out of college. While it wasn’t her ideal job, she learned a great deal about investments, particularly fixed income. After stints at BlackRock and Franklin Park, Amy joined Brink…
 
Brendan Kane is an outside of the box thinker, speaker and author who empowers brands to scale by helping them stand out and beat competition in crowded and oversaturated markets. He is the author of the international best-selling book One Million Followers and the newly released Hook Point: How To Stand Out In A 3 Second World , as well as the fou…
 
In this episode, host Dara Albright and guest, George Levy, Founder of Blockchain Institute of Technology and Division Head Blockchain and Digital Economy for blocksEDU, discuss ways for individuals and businesses to capitalize on the NFT craze. Highlights include: What are NFTs and why have they become all the rage; The types of real-world assets …
 
Can your existing real estate investment bring you an extra 30k+ a year? It might if it can accomodate a cell phone tower. Jason Hartman is joined by Hugh Odom, cell tower consultant at Vertical Consultants, to discuss how investors can take advantage of the demand for towers. Key Takeaways: [1:37] How much demand is there for more cell phone tower…
 
Jason Hartman talks with Ken Honda, author of Happy Money, The Japanese Art of Making Peace with Your Money, to discuss why giving is so powerful, the importance of money, and more. Key Takeaways: [3:59] What does it mean to not be at peace with your money [8:40] Money is just a number and an idea [12:41] Ken's money container philosophy [16:53] Wh…
 
In today’s episode, Rusty and Robyn talk with Jay Jacobs & Tom Driscoll of Global X ETFs in New York City. Jay is the Head of Research & Global Strategy while Tom leads model portfolio sales. Jay’s goal at Global X ETFs is to develop a deep understanding of new industry products and share those insights with clients as products are released. In doi…
 
Chris Miles became financially independent twice by the time he was 39. Chris speaks from experience when teaching real estate investors how to quickly create cash flow and lasting wealth. Here’s some of the topics we covered: Gambling on appreciation Multiple streams of passive income Passive businesses The value of a franchise business Focus is p…
 
Every day you have a choice. The choice is to act or to not act. Every day you wait, is a day you will never get back. When you stack up action days, you progress tenfold compared to when you stack up non-action days. Having a sense of urgency and taking action is what creates winners in the marketplace of ideas. Execution is key. Be urgent!…
 
In this special Memorial Day episode, which is dedicated to all who serve, host Dara Albright and guest, Robert Garland, NYPD Detective and CEO of FundtheFirst, discuss how America’s frontline heroes are getting a little help from fintech. Highlights include: Challenges that frontline heroes face when crowdfunding; Building a trusted community with…
 
Our mission is lofty, badass but beautifully simple: Get millions to rethink their food choices while helping them do the world a world of good. By offering plant-based food options so delicious and nutritious, we’re helping this kind of diet become the norm. When you have a simple goal, it’s hard to mess it up: create damn good food, and well, kee…
 
TJ Tijani graduated from the University of Houston with a degree in Mechanical Engineering in 2012. While working in the oil and gas industry, he bought his first investment property in 2015. In 2017, TJ discovered the short term rental strategy and hasn’t looked back. His portfolio now consists of a mix of single and multi-family properties that h…
 
To act, speak, or think as one wants, without hindrance or restraint. Freedom is a state of mind. “When we are no longer able to change our situation, we are challenged to change ourselves” - Victor Frankel. Freedom requires self discipline and self control. Without these you become a slave to your own weaknesses.…
 
In this episode, host Dara Albright and guest, Doug Ellenoff, Member of Ellenoff Grossman & Schole LLP, discuss the spectacular rise of SPACs (Special Purpose Acquisition Companies) and how this 25 year-old financing mechanism is on the cusp of solving some of the macroeconomic problems caused by the dearth of public companies. Discussion highlight…
 
In today’s episode, Rusty and Robyn talk with Scott Ladner, Chief Investment Officer at Horizon Investments in North Carolina. After majoring in economics and Russian literature in college, Scott decided that the financial industry was a better career path for him. He started as a derivatives and volatility trader for banks and hedge funds, before …
 
Investment Counselor Adam talks with one of the network's lenders about what rates are available for investors, what's been driving the slowly rising rates, whether it's worth it to pay points on your loan, and more. Key Takeaways: [1:08] Rates are higher than they were 4 months ago, but where are they historically? [6:32] What will happen to rates…
 
Glenn Hamburger is a Certified Financial Planner as well as a Certified Wealth Strategist. His goal is to help people with not only their Wealth and Financial goals in mind, but also with their health, fitness, and mindset. He has been involved in the Commercial Real Estate industry in both his career and personally for several years and is current…
 
Wade invites in long-time friend and the CEO Mile Marker, Jud Mackrill. They discuss how business owners need to build a plan and identity that both they and their workers can understand and buy into. They also discuss other common mistakes they see by business owners just starting out, and how Jud has grown as a business owner to his current posit…
 
Interest rates have increased since the start of the year, a lot of commodities that go into building a house have increased in price since the beginning of the year, so what's an investor to do? Jason Hartman and Adam touch on these topics and also finish up their question and answer session with the live stream audience. Website: www.JasonHartman…
 
Jack Rosenthal is an 18 year old entrepreneur and investor. He's the author of "Teen Investing" which has become the #2 best selling book on teenage investing. He's also the founder of the Young Investors Club, LLC the largest teen investing club in the country with $120,000 in assets. Lastly, he maintains his own investment portfolio. Listen to IL…
 
Trevor Mauch is the host of the CarrotCast podcast & CEO of Carrot, one of the nation’s fastest growing companies according to Inc Magazine, where they have helped the nations top real estate investors and agents pull in over 3 million online leads in just 5 years... closing thousands of deals... with their software and training. Here’s some of the…
 
Clarity is being certain or definite. Figure out what you love and leverage your passion toward clarity. Clarity gives you momentum and helps you with your focus. When you have clarity, everything seems to fall into place. The more clarity you have around a certain area the more likely you will achieve in that area of your life. Clarity comes from …
 
In this episode, host Dara Albright and guest, Eric Satz, Founder and CEO of Alto IRA, discuss how modern Self-Directed IRAs (SDIRAs) are democratizing retirement planning by providing all Americans with the ability to add non-correlated alternative asset classes to tax-advantaged accounts. The single greatest – and free – investment tool is also d…
 
Warrior Agnes Wong is a real estate investor and developer. She has provided project management and design services for over $35 million of residential developments in San Francisco, California. Here’s some of the topics we covered: ARV - After Repaired Value Leveraging your superpowers Sacrificing for success The impact of inflation on multifamily…
 
Back by popular demand, we are answering mailbag questions that have come into the show. A few topics of discussion include how much to save in an emergency fund, what to do with your 401(k) money after you retire, and rebuiliding your finances after a divorce. Contact: https://www.armstrongpurselley.com/ 817-952-7260…
 
John Griggs is Co-Founder and Co-CEO of Presidium Group, a vertically integrated real estate investment and development firm focused on growth markets, primarily in the southern United States. Based in Dallas, TX and founded in 2002, Presidium owns and operates 13,000 apartment units in Texas, Florida, Arizona and Maine with a total asset value of …
 
In this episode, host Dara Albright and guest, Jim Jones, Self-Directed IRA Expert and Platform Partnership executive at Alto IRA, discuss how modern Self-Directed IRAs are rising to meet America’s retirement challenges. Discussion highlights include: Self-Directed IRA basics and the market opportunity; How SDIRA pricing structures have evolved to …
 
Many financial circumstances that you’ll find yourself in have both positive and negative aspects. Decisions that you can make have both good and bad consequences. Or as Sir Isaac Newton put it: ”For every action, there is an equal and opposite reaction.” Important Links: Chessman Wealth Website: https://www.chessmanwealth.com Call: 214-572-2120…
 
Sam goes over the top 8 things he has learned from investing in startups. Sam has invested in 9 startups in the last 8 years and has seen 3 exits and/or partial exits in the last six months. He'll go over the process of investing in a startup, what to look for and what to avoid as well. Listen to ILAB 179 on iTunes here or subscribe on your favorit…
 
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