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Gaining Perspective

Advisor Perspectives

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This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.
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The Exceptional Advisor Podcast

Investments & Wealth Institute

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Produced by the Investments & Wealth Institute, the goal of the Exceptional Advisor podcast series is to help financial professionals better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional.
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Welcome to Mastering Your Money Mindset: How to Think Like a Top Producing RVP. Weekly Interviews with Top Performers in the industry. Have you ever wondered what separates successful RVPs from the rest? What sets them apart isn't just hard work or skills, it's their mindset. RVP’s sometimes struggle to make the calls, visits or follow up with FA’s. Michael Fox Coaching helps hold RVP’s accountable to take focused action, so they earn more money, exceed goals, and live a happier and more ful ...
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We got the beat … The Travel Beat, that is! Join ALG Vacations® for our brand-new podcast, and get the latest word on travel. Hear tips from real travel advisors, learn how to simplify trip planning, and find out for yourself why, when you have a vacation question, you Ask a Travel Advisor. Subscribe now! Plus, follow us on Instagram @TravelBeatALGV!
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ABOUT: Entrepreneurs are born out of a desire to fix, to innovate, to act. Conor Delaney, founder and CEO of Good Life Companies, a financial services company supporting independent financial advisors, is entrepreneurial in all he does. Bold, authentic, and unabashed in his beliefs, he has persevered in health, family, and business by thinking independently. In this series, Conor is joined by guests from the financial services industry as well as entrepreneurs, wellness gurus, community lead ...
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The Spend Life Well Show

ClearVista Financial

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ClearVista Financial's Mark Trice and Jesse Hamilton address financial topics and strategies based on Biblical principles.Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and ClearVista Financial are not affiliated.
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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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Welcome to Sustainability in Motion! Join the ED4S team as we engage thought leaders in sustainability, uncovering the latest trends and their practical implications. Discover how various sustainability factors influence businesses and finance in a rapidly changing world. Our expert guests share actionable strategies and best practices for professionals, investors, entrepreneurs, and sustainability enthusiasts alike.
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Plugged In - A Banking Podcast

Al Dominick and Steve Williams

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Plugged In brings you raw, honest takes on all things in the banking industry. That means you aren’t going to get some buzzword-filled, cliche podcast – you’re getting an unfiltered look into topics in the financial world no one else is talking about. Your hosts, Al Dominick and Steve Williams, will talk to top players in the industry about what matters now, and what will shape the future. To groove along with Al and Steve's song references each episode, check out the official Plugged In Spo ...
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Key Wealth Matters

Key Wealth Institute

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Key Wealth Matters, a podcast series hosted by the experts of the Key Wealth Institute, explores the biggest news of today to determine how these headlines can impact wealth plans, financial strategies, markets, and investments. Join our team of advisors for unbiased, proactive advice about individual and family finances, estate and legacy planning, family dynamics, investing, as well as trends for business owners, nonprofits, and institutions. To submit potential topics or questions to our ...
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If you are close to retirement and your plan is to retire in Texas, this is the right money conversation for you. Here you will learn the Texas nitty-gritty of money and financial topics from a highly sought-after financial advisor, author, co-founder, and CEO of PAX Financial Group, Darryl Lyons. If your faith, family, and freedom are important to you, then you will love the Retire in Texas Podcast.
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We are putting a shoulder into the fitness industry and pushing it forward into the modern digital age. Eric Malzone, a 14-year industry veteran, entrepreneur, advisor, and coach, interviews the brightest movers and shakers in the fitness and health industries. Interviewing some of the industry's top executives, entrepreneurs, investors, and thought leaders, topics will vary covering cutting edge technology, entrepreneurship, hot industry trends, and so much more. If you're in or around the ...
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As a real estate and business researcher/resource person, my aim is to provide investors the framework and tools they require for there judgement/decision making. This purpose is achieved through the provision of qualitative, well researched and simple to understand information products. www.ejikeodohlibrary.com
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Join Foster Group for Financial PerspectivesTM delivered in a brief audio format. We’ll cover timely topics related to the current economic environment and keep you up to date on investment news. We will also provide insights on how investors can maintain a long-term perspective. Want more Financial Perspectives from the team at Foster Group? www.fostergrp.com/insights Have a financial question, idea, or need a second opinion? www.fostergrp.com/contact PLEASE SEE IMPORTANT DISCLOSURE INFORMA ...
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The Alliance Academy

Alliance Advisors

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Alliance Advisors brings you The Alliance Academy, a trove of information for those interested in best practice Corporate Governance, ESG, Proxy Voting and M&A. The Alliance team will bring you views from industry experts to discuss trends and hot topics. Find out more at https://www.allianceadvisors.com/
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Welcome to Ford Financial Group's Casual Friday Podcast, where we review subjects relevant to investing, and topics that impact our clients and their plans for retirement.Investment advice is offered through Ford Financial Group, a Registered Investment Advisor and separate entity from LPL Financial. The Financial Advisors of Ford Financial Group are also Registered Representatives with and securities are offered through LPL Financial, Member SIPC, www.sipc.org.For a list of states in which ...
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Inspired Money

Andy Wang, Runnymede Capital Management

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Inspired Money is a weekly livestream podcast where a panel of experts inspire listeners to make more, give more, and live more. Host Andy Wang, named an Investopedia 100 Top Financial Advisor, explores positive money stories with everyone from entrepreneurs, non-profit leaders, creatives, and even a former WWE wrestler to help you get inspired, shift your perspectives on money, and achieve incredible things. Whether you want to launch a side hustle, pay down debt, or give money to charity, ...
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Henfruit Radio

Jason Mirabella: Founder of Henfruit | Virtual Financial Planning | Cash Flow Planning and Behavioral Coaching Expert

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Podcast by Jason Mirabella: Founder of Henfruit | Virtual Financial Planning | Cash Flow Planning and Behavioral Coaching Expert
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Thoughts from a creative strategist, consultant, speaker and mentor making a positive impact. On this casual podcast, I've shared tips, observations, opportunities, and occasional discussions with inspiring individuals. Hosted by Daniel Francavilla, Marketing Advisor & Brand Strategist: http://DanielDoes.co
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The Digital Network Session (DNS), the first online networking platform for white-collar small business owners and informed consumers, is created by 321 Biz Development. DNS effective competes with big name, traditional networking groups by providing meaningful, profit-driven collaboration, saving members and attendees time and money by meeting online, and offers corporate level sales system and business development tips which would cost up to $30,000 per person at formal sales training scho ...
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Elizabeth Mahusay is passionate about thought transformation. Through her writing, speaking, and accountability groups, she helps individuals and organizations identify the foundational thoughts that form the basis of their beliefs, reject those that have a negative impact, and replace them with thoughts that lead to personal as well as organizational change.
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The Study Abroadcast

Chris Carlton

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Where should you go? For how long? How can you afford it.....? These are just a few of the questions we discuss on The Study Abroadcast. If you're thinking about studying abroad this is a perfect podcast for you to listen to in order to motivate, and inspire your inner Indiana Jones or Carmen Sandiego. Get ideas from others. Make plans for your own. And for Pete's sake, study abroad...smarter.
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The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can l ...
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Harder Working Money

Brian O'Neill

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This show focuses on ways business owners can lower their taxes and gain multiple income sources by intelligently investing outside of the stock market to benefit their life today as well as into retirement. We’ll cover a broad range of topics from tax strategies to investing in hard assets to macroeconomic trends that affect our money. Too many business owners spend most of our waking hours working hard for our money and have little time left to figure out how to make our money work harder ...
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The Faith and Investing Podcast

Eventide Center for Faith & Investing

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This podcast features conversations with thought leaders in the space of faith and investing, and also functions as an audio digest of the articles featured in The Journal for Faith & Investing found at faithandinvesting.com. The Faith & Investing podcast is brought to you by the Eventide Center for Faith & Investing, an educational initiative of Eventide Asset Management, where our aim is to inspire an authentically Christian practice of modern investing. Any reference to Eventide’s Busines ...
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Fighting Terror

Lucinda Creighton

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Fighting Terror brings together counter-terrorism experts and practitioners from Europe, the United States, and beyond to address different approaches to combat terrorism in our society. Our frank discussions cover the lifecycle of terrorism from propaganda and recruitment, to financing, action and failure. This series is brought to you by the Counter Extremism Project (CEP) and hosted by Lucinda Creighton, Senior Advisor to CEP in Europe and a former European Affairs Minister. CEP is a non- ...
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THE EXIT PODCAST

Brett Dearing, Certified Exit Planning Advisor

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The most prolific podcasts for business owners preparing to transition a business. From transition preparedness to tax planning or driving value through operational enhancements; The EXIT is THE podcast that provides real life insights and access to a network of experienced advisors.
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Roy Zimmerhansl and his partners at Pierpoint Financial Consulting bring you Pierpoint Perspective$, focusing on the world of securities finance including securities lending, repo, collateral management and related areas. In addition to the insiders from Pierpoint, listeners will hear from leading industry figures as well as influential market leaders from related areas. It’s a $10 billion dollar business so learn how to grab a bigger share of that wallet, reduce risk while doing it, stay wi ...
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Intentional Wealth - A BBA Podcast

Braun-Bostich & Associates

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When your goals are meaningful and your wealth has purpose, you can truly live with intention… Welcome to Intentional Wealth, a monthly podcast where, alongside notable financial professional guests, Private Wealth Advisor and Founder of Braun-Bostich & Associates, Amy Braun-Bostich, delivers useful insights and strategies that help YOU to live your best financial life! Learn more about Braun-Bostich & Associates at https://www.Braun-Bostich.com
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Everyday EQ

Julia Ford-Carther

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Get in your feels and have a good time with host Julia Ford-Carther, the EQ advisor you never knew you needed. Everyday EQ is the podcast that helps you get smarter emotionally. Whether you want to be better at business, leadership, entrepreneurship, career, relationships, love, parenting, health, habits, or just being you, emotional intelligence is the major key to your success that you may be overlooking. Join Julia as she teaches simple, straightforward ways to develop your emotional inte ...
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Join hosts (and aspiring expats) Juan Ulloa and Keyla Hernandez on the journey to make Paris their some day home. Meet some of our favorite experts and learn the process, joys and pitfalls of the expat life. Along the way we will learn about France, it’s people, history and culture.
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YUP! What a title. I know, but it says so much without saying to much. KISS has been a guiding principle (Keep it simple sexy). Best life hacks around relationships and personal development skill. Quick and actionable tools for life. Exact amount of content to do the deed. That change yourself thing is here. This podcast is fun, relaxing, with solid wisdom. Presented a little redneck, a little 80's awesome style, and whole lot you gray-hair dude experience. Join the family. You are welcome a ...
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A podcast for Californians who still believe in the American dream. We want to help you make Tennessee home. If you're discouraged and disappointed in the Golden State and thinking about moving, Tennessee should be in your cross-hairs. Join Tennesseans and former life-long Californians, Paul & Joanne Kraft, as they share what they love about the south, teach you what they've learned while living here and help you decide for yourself if moving to Tennessee is right for you. Once you decide, P ...
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Meaningful conversations with passion pursuers & changemakers.This podcast is an experiment in human flourishing; a reason to connect with regular people who pursue their passion, who create impact in this world through their actions (changemakers, achievers and thinkers) across multiple fields, deep dive into what makes them unique and what makes them tick. Disclaimer: The views, information, or opinions expressed during the series are solely personal.
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Law School Insider

Law School Insider

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The Law School Insider podcast is geared toward students that are considering law school and graduates of law school. We talk all about being successful in law school and in your career. The shows are short - only 15-20 minutes each - and are shared weekly on Thursday mornings.
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Wealth Well Done

With Eric Scovill

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You’ve heard the narrative that the super wealthy don’t pay taxes and the rich keep getting richer. Unless your net worth has reached family office status, you likely don’t have access to understand how they do it. In this weekly podcast designed for affluent stewards, we will go deep into the financial planning tactics of the high net worth community. You will learn how “the rich” pay so little in taxes, and how that can apply to you. You will learn how the wealthy invest differently than t ...
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Brought to you by Osaic and produced by Osaic's Succession & Acquisition team, the My Succession podcast delivers firsthand experiences from financial advisors on succession and continuity planning, acquisition, business valuation, and more! Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and ...
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Today, I’m thrilled to share our latest podcast episode featuring the incredible Theo Ammons. Theo is a seasoned leader with a wealth of experience in leadership and people development. He is a passionate leader and expert in people development. In this episode, we dive deep into the essence of true leadership and how to effectively develop people.…
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I welcome Leandro of Best Anchor Stocks to Gentleman Speculator. Leandro is the co-founder of an investment research service and an equity analyst I deem worthy of paying attention to. We discuss the value of multi-generational family businesses, focusing especially on Hermès. Despite challenges, there is a small subset of public companies where be…
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In this engaging discussion, host Eric welcomes back renowned fitness entrepreneur Mark Fisher, exploring the evolution of Mark's ventures over the past two years. Mark discusses his reduced operational role in Mark Fisher Fitness, the challenges and successes of the company's Zoom workouts, and the potential need for relocation due to post-COVID c…
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In this episode of the Inspired Money Live Stream Podcast, we dive into alternative investments, focusing on luxury watches, rare wines, and classic cars. Our panel of experts, including Dan Spitz, master watchmaker and former Anthrax guitarist, Jasem Al Zeraei, a Patek Philippe enthusiast, Nick Baldelli-Boni, founder of "Cars in Tuscany," and Bria…
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This in-depth podcast episode is a must-listen for family offices seeking to broaden their real asset exposure and learn from other single family offices. Mike Consol, editor of Real Assets Advisor magazine, discusses the publication's mission to educate investors on incorporating real assets like real estate, infrastructure, energy and commodities…
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Today on the show, Steve quizzes Al on the hottest topics discussed at the recent Association for Financial Technology Fall Summit held in Palm Springs. Among them: the Federal Reserve’s rate cut and what it could mean for regional banks, mounting regulatory fintech issues, holes in talent pipeline and whether branches are going extinct in the next…
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In this week’s episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, tackles the topic of BlackRock, the world’s largest asset manager, and its everchanging role in the financial world. Darryl shares insights into BlackRock’s influence on global markets, its relationship with government entities, and its controversial…
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In this episode of the Future of Fitness Podcast, Jim Donnelly joins us to explore the cutting-edge intersection of fitness, wellness, and advanced health solutions. Jim shares his personal experiences with stem cell treatments and his journey from building Restore Hyper Wellness to founding HumanLongevity Health. The conversation covers a range of…
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In this episode of "Thinking That Matters," I am thrilled to welcome my friend and fellow Leadership McKinney Class of 2025 member, Cheneda Samuel. Together, we explore Cheneda's remarkable journey from a curious latchkey kid in Baltimore to a leader in the nonprofit sector, serving the community through her work at One Heart McKinney. At One Heart…
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In this episode, we talk about the recent paper published at ED4S. Operationalizing Sustainability – 8 role sheets in finance. We discuss what sustainability looks like in practice, and how to operationalize sustainability for different roles. The paper breaks down how different roles require different skillsets - there is no "one size fits all" su…
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In this episode, Eric Scovill sits down with Pastor Isaac Schafer as they delve into the multifaceted portrayal of Christ in Scripture, exploring the tension between the gentle, loving Jesus and the fierce, conquering King. How do we reconcile these seemingly contradictory aspects of His character? Join us as we unpack the depth and complexity of t…
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In this episode, we dive into the recently transformed Riu Palace Bavaro. With its modern design, thrilling new experiences, and expanded amenities for families, adults, and groups, this resort offers a whole new level of luxury. Join us as we explore the innovative dining options, the refreshed atmosphere, and all the highlights of this reimagined…
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the initial unemployment claims, PCE Inflation report, government debt, China, and the equities market. Speakers: Brian Pietrangelo, Managing Director of I…
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In this episode, Eric Malzone welcomes back Steven Webster, CEO of Asensei, to discuss the evolution of digital fitness and technology. Steven shares insights from his keynote at the Connected Health and Fitness Summit, where he addressed the digital transformation in health and fitness, drawing parallels to the evolution of e-commerce. With over 1…
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Lake City Bank has managed to grow its book value per share even amid some of the thorniest industry challenges. David Findlay, Chairman and CEO of Lake City Bank, talks to Al and Steve about why the bank is creating an innovation and tech center in Indiana, the significance of elevating the retail banker role and the importance of community outrea…
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In this episode of GENTLEMAN SPECULATOR, I sit down with Clay Finck from 'We Study Billionaires' to discuss Chris Mayer's book '100 Baggers,' the quality investing ethos, and the friction stock analyst have with bitcoin. Clay shares his journey from being an actuary in Nebraska to going full time with The Investors Podcast Network. Highlights inclu…
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In this week’s episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, dives into the often misunderstood yet vital topic of the Federal Reserve and its profound influence on the economy and your investments. Darryl breaks down the complex functions of the Federal Reserve, from setting monetary policy to banking supervi…
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This week, Matt Moklestad has a conversation with Todd Smith, the Mortgage Director at Bank Iowa, as he breaks down the complexities of mortgage rates. With nearly 30 years of experience in the banking and mortgage industry, Todd shares insights on how mortgage rates are determined, the factors that influence them, and tips for securing the best ra…
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In this episode of Thinking That Matters, I had the pleasure of welcoming my friend and guest, Alison Jenkins, a partner at Riskwell, a real estate and commercial investor-focused insurance brokerage based in McKinney. Alison shared her journey from the corporate world to joining her husband, James, in their family business, highlighting the import…
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The Freespoke team is back again, joining Eric Scovill, to tackle the critical issues of our time. From combating information suppression and the dangers of pornography, to the transformative power of homeschooling, this episode is a must-listen for anyone seeking to navigate the digital landscape with wisdom and discernment. In a world where infor…
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In this engaging conversation, Robbie Bent, founder of Othership, discusses his journey from the corporate finance and tech sectors to pioneering a unique fitness and wellness movement. He shares insights into the conceptualization and growth of Othership, a revolutionary wellness space offering a mix of traditional bathhouse benefits and modern th…
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the retail sales, the FOMC recap, and the equities market. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy Cindy Honcharenko, Directo…
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In this exclusive interview, John Bowen, President of CEG Worldwide and CEG Insight, shares powerful research insights and practical strategies to help financial advisors create high-performing teams and accelerate their success. The Dream Team Effect: www.cegwin.com/iwi-team #certifiedfinancialplanner #financialadvisor #continuingeducation…
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Send us a text Do you have debt that you aren't sure how to manage? Tune in to hear some biblical encouragement and practical tips for conquering your finances. Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice OTHER RESOURCES: ✍️Kingdom Advisors | https://kingdomadvisors.com ✍️CV…
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In this episode of the Inspired Money Live Stream Podcast, we focus on how personal and professional growth can transform your career. Our panel of experts—Bobby Umar, William Arruda, Stella Collins, and Claire Wasserman—share their strategies for investing in yourself to unlock new opportunities and achieve long-term success. Practical Approaches …
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In episode 4 of Thinking Independently, Conor Delaney is joined by Lee Alcorn, CFO of Good Life, to discuss the importance of entrepreneurial thinking in the finance industry. They explore Lee’s background, his role at Good Life, and how financial advisors can adapt to an increasingly independent landscape. Lee shares insights from his time at Marr…
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DJ Van Keuren interviews freelance writer John Egan about his extensive experience covering real estate investments by family offices and high net worth individuals. Egan has been writing about this topic for over 10 years for publications like National Real Estate Investor. In the podcast, Egan discusses trends he has observed over the past decade…
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Today Ryan, Brian, and Eric all jumped on the podcast to discuss today's news that the Federal Reserve is cutting the Fed Fund rates by 0.50%, the first cut by the Fed in 4 years and the first of what is likely many to come. **Connect with Us:** - Subscribe on YouTube: https://www.youtube.com/@fordfinancialgroup - Subscribe to the Casual Friday - F…
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In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, opens up about the powerful world of behavioral finance by sharing his own personal investment mistakes. Darryl discusses four key missteps he made throughout his financial journey, ranging from herd mentality to overconfidence, and how each error of…
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Why did God make gold? If you were to survey a number of people on the street with this question, you’re sure to get some interesting answers. One may say he created it to give us a material to express beauty through art or fashion. Another might say that it was created to tempt us to love and worship something other than him. Still another, say so…
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In this episode, renowned fitness coach and life transformer Todd Durkin discusses his multifaceted career as a gym owner, mastermind leader, author, speaker, and franchisor. With host Eric Malzone, Todd delves into his mission of changing lives through fitness, mindset coaching, and faith. He shares personal stories of battling severe health issue…
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In this episode of Thinking That Matters, I'm sitting down with Rudy Frederico, a franchise consultant and broker, for a second time. Rudy brings a wealth of knowledge from his years helping people find the right business fit through franchising. We talk about what it takes to make that leap, the kind of thinking that’s crucial for success, and why…
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In a world where information is power, how can we ensure we're accessing the truth? In this episode, we dive into the world of online search and information consumption, exploring the challenges posed by the current digital landscape and the solutions offered by Freespoke, a search engine competitor to Google. From the importance of balanced perspe…
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the CPI inflation data, the stock market, and next week’s FOMC meeting. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo…
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Send us a text Gain relevant insights, stay ahead of market trends, and get your questions answered by two industry professionals. Don’t miss out on this opportunity to enhance your financial knowledge and make informed decisions. Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice …
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In this episode, we dive into the complexities of 401(k) plans and the audits conducted by the Department of Labor (DOL). The Employee Benefits Security Administration (EBSA) is the group responsible for investigating and auditing 401(k) plans, which can be a significant challenge for plan sponsors. Key insights discussed: EBSA’s investigations rec…
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It’s action packed in banking right now as regulatory uncertainty mounts with the looming presidential election. Today on the show, Al and Steve pick the brain of Nitin Mhatre, the CEO of Berkshire Bank, on the most pressing issues in banking. They explore the tension of a bank changing for the times while preserving its relationship-driven company…
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In this episode, Juliet Starrett, Alex Alimanestianu, and Eric Malzone discuss recent developments and opportunities in the fitness industry. They cover personal summer experiences, including special trips and family activities, and delve into various earnings reports from leading fitness companies such as Lifetime, Xponential, Planet Fitness, and …
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