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News, planning insight, and forward thought on the economy, markets, and wealth management.
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Modern Wealth Management 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. Since 2003, Dean Barber and Bud Kasper have co-hosted America’s Wealth Management Show. Their radio show has informed and educated retirees and those nearing retirement on what life is like after your working career ends. Investment advisory s ...
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Join the members of the Annex Wealth Management Investment Team as they discuss the Strengths, Weaknesses, Opportunities, and Threats in the markets and economy.
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The Annex Wealth Management Show in SWFL airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.
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Your wealth plan shouldn’t sit still. Neither do we. That’s why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.
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Welcome to the Wealth Management Invest Podcast. David Bodamer delves into the strategic insights of financial advisors and Chief Investment Officers (CIOs) from leading RIAs, including the increasing adoption of alternative investments to enhance the conventional 60/40 portfolio. Episodes showcase engaging discussions with top asset managers, shedding light on the ever-evolving landscape of private investment offerings, cutting-edge technology, and the latest developments in traditional ETF ...
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The Dentist Money Show | Financial Planning & Wealth Management
Dentist Advisors - Financial Planning and Investment 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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In an industry that's changing faster than ever, expectations for growth, both organic and inorganic, are only getting more intense. With private equity money flooding into the wealth management space, customer experience expectations leveling up, generative AI upending process and a generational wealth transfer that will transform client acquisitions, the journey to growth for all wealth management businesses will require adaptability, resilience and a long-term vision that puts client's ne ...
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Educating and empowering individuals that want to have more effective engagements with professionals around their financial lives. DISCLAIMER: Information presented is for your educational purposes only and should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before impl ...
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Think of the people you interact with every day, would you want to spend a day in a canoe with them? This show is all about creating the life that you want, one filled with wealth, wisdom, meaning and purpose. And that starts with surrounding yourself with the right people – people you’d want to spend a day with, in a canoe.
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香港資産運用アドバイザー、AMG日本デスクのポッドキャスト。普段のアドバイザー同士の会話をちょっとだけ公開。
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At Everlake we build strong, long-term relationships with a core group of clients. We aspire to be the trusted wealth advisors to individuals, families, and businesses, guiding them towards financial security and fulfilment of their ambitions. Operating in an ethical and sustainable manner, and putting the interest of our clients first, our objective is to develop the future of financial planning in Ireland, setting the benchmark for integrity, innovation, and expertise. When you listen to t ...
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America's Wealth Management
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Welcome to the Minority Wealth Management podcast!
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Welcome to Modern Wealth Management by Monon Wealth, where we tackle pertinent financial topics to help better position you and your business for success. Listen as Darrick Hutchens and Ray Kramer, Managing Partners of Monon Wealth Management, tap into four decades worth of experience in the financial sector and unpack their strategies for today's level of modern wealth management. So, sit back, relax, and enjoy enlightening conversations that highlight an array of financial questions and to ...
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Galvez Wealth Management LLC discuss real estate, finance, life lessons and every now and then some shenanigans.
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Kevin Bruce, CFA, CFP® looks at the world of personal finance, investing and retirement planning from a biblical perspective and provides education and opinion.
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A discussion of market conditions and investment strategy.
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Hampstead Wealth Management was established to provide the very best, fee-based advice. Our aim is to help our clients understand and make the most of their finances, which may be by achieving specific objectives or through more general management and guidance. Subscribe to our podcast channel to receive all of our latest updates! www.hampsteadwealth.co.uk
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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.
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Welcome to The Plum Pointe Wealth Management Podcast Series, where we simplify and navigate today's financial complexities to create a better world for our clients. Join Brian Dunckley, President and Founder of Plum Pointe Wealth Management, each episode as we discuss some of the most pressing topics facing business owners in today's financial climate. With a background in science, prior to becoming a wealth manager, Brian helps family stewards prepare for the future in a complicated world, ...
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Learn the strategies and techniques used by the ultra-wealthy to maximize their wealth. In this podcast, Dave Alison and the team at Alison Wealth will discuss relevant topics to help you build, grow, and protect your wealth. About The Host: Dave Alison, CFP®, EA, BPC is a nationally recognized advisor with a passion to make clients’ financial lives easier through integrated holistic wealth management. His professional capabilities to engineer advanced financial, tax, investment, insurance a ...
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Overview: In this podcast, we will be interviewing a variety of business professionals. We hope to get a variety of viewpoints, insights, and bits of information that other business owners and professionals can utilize. Disclosures: Securities and Investment Advisory Services offered through Osaic Wealth Member FINRA, SIPC, and Registered Investment Advisor. Insurance offered through CUI Wealth Management. CUI Wealth Management, LLC and Osaic Wealth are not affiliated entities. Insurance lic ...
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Forthlane Features: Conversations on Global Wealth and Asset Management
Forthlane Partners, Stories and Strategies
Forthlane Features is a podcast for individuals seeking insights into sophisticated global investment strategies. Through engaging interviews with experts in the wealth and asset management industry, the podcast provides listeners with access to the minds and institutions behind the world’s most sophisticated financial strategies. Forthlane Features is brought to you by Forthlane Partners. Forthlane Partners provides independent wealth and asset management services to ultra-high-net-worth cl ...
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Welcome to Forthlane Features – a podcast for those seeking insights into sophisticated global investment strategies. At Forthlane Partners, we curate global, diversified portfolios designed to help ultra-high net worth clients in Canada navigate the complexities of a global economy. From wealth preservation to wealth accumulation, Forthlane Featur…
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5 Planning Opportunities for 2025
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5 Planning Opportunities for 2025 Get your journey off to a great start with our financial resources: https://bit.ly/41A53xL Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/4fcFGoL Meet with Us: https://bit.ly/4gfBZjp WellsFargo Study: https…
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Top 5 Growth Insights from Season 1
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Wish you could hear all of the best insights on growth from some of the nation’s top leaders in one place? Well, strap in! Join us for a “greatest hits” collection from our season one conversations, where we share our five key takeaways on what it takes to be a growth leader. Connect with us: Meg Carpenter on LinkedIn Harpreet Ahluwalia on LinkedIn…
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TL;DR - Too Long; Didn't Read - "3 Common Biases that Lead to Big Money Mistakes" In our new TL;DR series episode, Matt reads his article where he discusses how cognitive biases can lead to poor decision making in financial matters. The three common biases that are highlighted are: overconfidence bias, the bandwagon effect, and the sunk cost fallac…
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Duration compensation is back!
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Optimism, but inflation's a touch hot. Opportunities, since the Fed won’t defy gravity but will we see tariffs before we hear talk?Par Annex Wealth Management
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Inspiration From Nature to Fashion with Elyse Allen of Elyse Allen Textiles
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In this conversation, we’re joined by Elyse Allen, Owner of Elyse Allen Textiles. Elyse shares her creative journey from sculpture to textiles, her inspiration from nature, and the value of community and family support in pursuing a fulfilling life in the arts. Key Takeaways: (01:35) Building a cashmere business rooted in passion and organic inspir…
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Hoarding Money Isn't An Investment: Money On Deposit and the Effect on your Wealth
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Most people consider having money in the bank as the most effective way to create wealth. Little do they know that the banks give very little return to its customers for a high amount of investment they can make at their expense. In this episode of Everlake, hosts John McNicholas and Marc Westlake explore the limited control individuals have over t…
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Saturday, December 14th. Bracing for a trade war.
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Tit-for-tat: China is now probing Nvidia for anti-monopoly practices. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll share a preview of Thursday’s 'Saving the Family Cottage' presentation. And with Yellowstone's season finale this weekend, we'll share some ideas that might have saved the Dutton family ranch.…
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Mitigating Concentration Risk
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In this episode, Michael MacKelvie, wealth advisor, breaks down the potential dangers of an overly concentrated investment portfolio and shares actionable strategies to help you achieve the right balance between growth and protection. He’ll share valuable insights into the risks of putting too much weight on a single investment or sector, how diver…
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Election Is Over: What Now?
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Join us as we explore the current economic landscape with our special guest, Strider Elass, a senior economist from First Trust Advisors L.P. We tackle the enduring dominance of the US dollar as the world's reserve currency, the potential challenges from currencies like the Chinese yuan, and the implications of the Federal Reserve's interest rate p…
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Sunday, December 8th. Black and Blue Friday?
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Black and Blue Friday? It's never been a great gauge of what holiday shopping will be. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll dive into Warren Buffett's philosophy on WHAT to share about an estate plan, how things aren't entirely terrible for Gen X, how to avoid letdown in retirement, and questions to ask to see if you're a…
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Wealth Management Invest: Brookfield’s David Levi on HNW Investors’ Views on Alternatives
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WealthManagement.com’s David Bodamer delves into the recent research published by Brookfield Oaktree Wealth Solutions with David Levi, managing partner and CEO of Brookfield’s Global Client Group. During their conversation, they discuss Brookfield’s strategic focus on making institutional-quality assets accessible to a broader investor base. David …
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Trust, Culture, and All-Weather Portfolios: A Conversation with Robbie Pryde
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What drives a farm boy from rural Ontario to lead one of Canada's top wealth management firms? Vanessa Hui and CEO, Robbie Pryde share his extraordinary journey from family farm bankruptcy to Bay Street success. Robbie looks at his pivotal career moments, his leadership philosophy, and Forthlane's innovative approach to delivering institutional-gra…
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#591: Two Cents 12/14 - Inflation's Cherry on Top; Black Friday Spend; Are We in a TV Show?
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Will, and Rabih discuss how the unaffordability of the housing market is impacting the economy using past historical data. They explore how consumer spending during Black Friday "weekend" is contradictory to consumer senti…
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Navigating Tough Money Conversations with Your Partner
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Navigating Tough Money Conversations with Your Partner Get your journey off to a great start with our financial resources: https://bit.ly/41sSiEY Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Checklist: https://bit.ly/3DaDWix Tax Reduction Strategies: https://bit.ly/3OO…
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#590: What Every Dentist Should Know About Private Equity Opportunities - Part Two
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On this episode of the Dentist Money Show, Matt and Ryan dive into part two of their series on the complexities and risks associated with private equity in the dental industry. They discuss the importance of building a strong financial foundation, such as having a solid emergency fund and understanding profit margins before exploring private equity…
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Embracing Change After a Life in Medicine with Dr. Joseph Hunstad of HKB Cosmetic Surgery
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We’re joined by Dr. Joseph Hunstad, Past President and Owner of HKB Cosmetic Surgery. Dr. Hunstad reflects on his journey from a leading plastic surgeon to embracing a fulfilling retirement. He shares the lessons learned throughout his career and the importance of planning for a meaningful life beyond work. Key Takeaways: (02:15) Finding a passion …
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The economy keeps chugging along
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The economy keeps chugging but manufacturing continues its weakness. Watch for opportunity in beaten-down industries but watch the threat of high valuations.Par Annex Wealth Management
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What's Going on in the Bond Market?
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What's Going on in the Bond Market? Get your journey off to a great start with our financial resources: https://bit.ly/4ge1pOB Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3B0KKi8 Meet with Us: https://bit.ly/4int6Wk Don't Fight the Fed! …
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Saturday, December 7th. An economic wrestling match?
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E-commerce booms with record sales; brick-and-mortar lags but reflects resilient consumer spending. And we keep seeing record market closes. Dave Spano and Brian Jacobsen present our Week-in-Review. What's Warren Buffett's philosophy on sharing details of estate plans? Amy Kiiskila, wealth strategist with Annex Private client, breaks it down.…
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#589: Two Cents 12/7 - Should you Buy Bitcoin?; What is an Accredited Investor?; FinCen BOI Reporting on Hold
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt and Rabih explore Bitcoin's recent surge to an all-time high and discuss what it could mean for its future. They examine Wall Street’s growing role in Bitcoin trading and share their insights on the outlook of cryptocurrenc…
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Understanding Target Date Funds
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Understanding Target Date Funds Get your journey off to a great start with our financial resources: https://bit.ly/3OEdY9y Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Checklist: https://bit.ly/3Bqh8uq Meet with Us: https://bit.ly/41iNLox Where Should I Be Saving My Mo…
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#588: What Every Dentist Should Know About Private Equity Opportunities - Part One
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On this episode of the Dentist Money Show, Matt and Ryan discuss the complexities and risks associated with private equity in the dental industry. They break down some of the misconceptions surrounding DSOs, the emotional appeal of these investments, and the need for dentists to be informed and cautious when considering private investments. Tune in…
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Tax Planning Success Stories
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Branden and Carisa promise to equip you with practical strategies to save thousands on your tax bill, just as Carisa did for one of her high-net-worth clients. Explore powerful charitable giving strategies that go beyond conventional cash donations. Carisa shares how transitioning to in-kind donations of appreciated stocks or funds can bypass capit…
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Solve a Hard Problem: Apex’s Mission to Simplify Investing
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From powering industry disruptors like Robinhood, to streamlining RIAs, to increasing accessibility for investors worldwide, Apex Fintech Solutions has accomplished a lot in just 12 years. Join us to hear the journey of Apex, a fintech and custodian with more than $150 billion AUM and millions of customers across the globe. In this episode, we’re j…
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TL;DR - Too Long; Didn't Read - "4 Ways Dentists Get Duped" In our new TL;DR series episode, Taylor reads his article where he explains some of the common financial pitfalls dentists may fall for. He emphasizes that risk and reward are usually linked in investments and overly complicated financial plans may lead to poor outcomes. Book a free consul…
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Risk mitigation. Turkeys have it pretty good. Until they don't.
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Moderating inflation drives improved purchasing power while the air has been let out of software. 2025 earnings acceleration is an opportunity but ignoring risk mitigation mimics the turkey's lifecycle.Par Annex Wealth Management
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How to Budget at Different Stages of Life
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How to Budget at Different Life Stages Get your journey off to a great start with our financial resources: https://bit.ly/3CHfqVU Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3V6algl Meet with Us: https://bit.ly/3Zj4hn1 5 Habits Keeping Y…
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How the Irish Finance Bill 2024 Impacts your Wealth Management
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The Irish Finance Bill for this year (2024) has included a number of recommendations in the lead up to the election. In this episode, Marc Westlake delves into the key changes and implications of the Bill. He explores how the recent budget adjustments affect financial planning specifically in Ireland, highlighting significant updates such as the in…
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Sunday, December 1st. Talking turkey.
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A decent week of economic data. Brian Jacobsen presents our Week-in-Review. Learn more about trusts and wills, steps to selling a business, and how Annex assess insurance needs for clients.Par Annex Wealth Management
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Saturday, November 30th. Know what you own.
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A decent week of economic data. Brian Jacobsen presents our Week-in-Review. Learn the 6 benefits of trusts and the steps to selling a business. Dave Spano and Brian discuss a tragic and expensive mistake someone made by skipping due diligence.Par Annex Wealth Management
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#586: Two Cents 11/30 - Market Resilience; The Cost of Thanksgiving; Living without Regrets
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Jake, and Rabih run through current economic updates, and they analyze the federal reserve's recently released financial stability report. They continue with the annual tradition of breaking down how much a Thanksgiving me…
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Charitable Giving in Retirement
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Charitable Giving in Retirement Get your journey off to a great start with our financial resources: https://bit.ly/40UEMd2 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Education Center: Tax Reduction Strategies: https://bit.ly/4158rAt Meet with Us: https://bit.ly/3V6w3Rb Charitab…
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#585: Understanding the DSO Landscape: A Conversation with McLerran & Associates
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On this episode of the Dentist Money Show, Ryan talks with Brannon Moncrief from McLerran & Associates to explore the complexities of dental practice transitions and the role of Dental Service Organizations (DSOs). They discuss the importance of navigating the DSO landscape with clarity, evaluating and negotiating offers, and identifying factors th…
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Divorce Preparation: The Do's and Don'ts
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In our latest episode of the Ducharme Wealth Management Podcast, certified divorce financial analyst Rhonda Noordyk joins us to share her expertise on navigating the financial intricacies of divorce. Like a guiding light during turbulent times, Rhonda emphasizes the critical role of giving clients a voice and ensuring their financial concerns are a…
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Combining Barbecue and Philanthropy for Good with Russell Budd of PBS Contractors
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True wealth isn’t just about money — it’s about choices, relationships, and making a lasting impact. Russell Budd, Founding Partner of PBS Contractors, shares his journey of balancing professional success with meaningful contributions to the Naples community. From advocating for mental health to hosting impactful community events, Russell provides …
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Goodbye uncertainty but higher rates on a valuation headwind are a weakness. Laggards are turning into leaders but remember the risk before the market makes you.Par Annex Wealth Management
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10 Years Before Retirement - 4 Tasks to Address
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10 Years Before Retirement - 4 Tasks to Address Get your journey off to a great start with our financial resources: https://bit.ly/4hUOEJV Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3ZexdfP Meet with Us: https://bit.ly/4924bDq 5 Years B…
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Sunday, November 24th. Gold stars for NVidia and Walmart.
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Yields fell this week, showing the dollar and Treasury debt are still “risk-off” assets. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll share some thoughts on the value of an advisor with Brandon Lehman, director of Annex Private Client. Who needs an LLC? Maybe you. Wealth Manager Keith Butler fills us in.…
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Saturday, November 23rd. Trading one uncertainty for another
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Election uncertainty has been replaced with policy uncertainty. Dave Spano and Brian Jacobsen present our Week-in-Review. What is the value of an advisor? Brandon Lehman, director of Annex Private Client explains.Par Annex Wealth Management
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#584: Two Cents 11/23/24 - Stock Runs; Fluoride Frenzy; What is Inflation?
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt and Rabih run through the current stock market analysis. Without much change in market news, they remind us that it's good reminder to check-in with your long-term investment strategy. They also react to news about the surg…
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