))
News, planning insight, and forward thought on the economy, markets, and wealth management.
…
continue reading
Join the members of the Annex Wealth Management Investment Team as they discuss the Strengths, Weaknesses, Opportunities, and Threats in the markets and economy.
…
continue reading
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.
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
1
The Dentist Money Show | Financial Planning & Wealth Management
Dentist Advisors - Financial Planning and Investment Management
26
710
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.
…
continue reading
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.
…
continue reading
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.
…
continue reading
The Wealth Management Podcast Network is the gateway to Australia's leading wealth management shows including Relative Return, Relative Return Insider, The IFA Show and The SMSF Adviser Show. Tune in for the latest news, in-depth analysis and exclusive interviews with some of the biggest names in wealth management. Relative Return gets you closer to the people, products and strategies shaping Australia's financial services industry. From super funds and investment managers to economists and ...
…
continue reading
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。
…
continue reading
America's Wealth Management
…
continue reading
Welcome to the Minority Wealth Management podcast!
…
continue reading
Galvez Wealth Management LLC discuss real estate, finance, life lessons and every now and then some shenanigans.
…
continue reading
A discussion of market conditions and investment strategy.
…
continue reading
Kevin Bruce, CFA, CFP® looks at the world of personal finance, investing and retirement planning from a biblical perspective and provides education and opinion.
…
continue reading
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 ...
…
continue reading
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
…
continue reading
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.
…
continue reading
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, ...
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
1
Forthlane Features: Conversations on Global Wealth and Asset Management
Forthlane Partners, Stories and Strategies
15
Forthlane Features is the premier podcast for high-net-worth individuals and families, family offices, and their trusted advisors. This podcast brings listeners direct access to the global experts and institutions across the wealth and asset management landscape, offering insights into sophisticated, institutional-grade capital allocation, alternative asset classes, and beyond. Through conversations with top-tier investment managers and advisors to high-net-worth clients, listeners gain acce ...
…
continue reading
1
#709: Why Smart People Struggle with Money Conversations
46:05
46:05
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
46:05
On this episode of The Dentist Money Show, Carl Richards, CFP®, author of Your Money, joins Ryan to explore the emotional side of money and why even smart, successful people struggle to talk about it. They discuss how emotions influence financial decisions, why simplicity often beats complexity, and how understanding your values can lead to more me…
…
continue reading
1
18. Building a Firm That Grows Itself: The Brighton Jones Way
1:07:50
1:07:50
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
1:07:50
When Jon Jones stepped away from Brighton Jones for a year to travel with his family, the firm didn’t pause for him to return. It continued growing on its own momentum. Steady, intentional, and deeply rooted in culture. That story says everything about how the business was built. In this episode, Meg Carpenter sits down with Jon Jones, Carley Dillo…
…
continue reading
1
Relative Return: Helping Australians retire with confidence
15:22
15:22
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
15:22
In this episode of Relative Return, host Laura Dew speaks with Rachel White, head of financial adviser services at Vanguard about how advisers can help Australians to feel confident in retirement. Listen as they discuss: - The role of advisers in helping Australians feel confident in retirement.- How advice can bring benefits for wellbeing and emot…
…
continue reading
In our new TL;DR series episode, Will reads Lauren's article where she breaks down four key strategies to help dentists regain balance and confidence with their money: building a financial buffer, creating a personalized financial system, protecting long-term goals, and delegating to trusted professionals. This article highlights how intentional pl…
…
continue reading
Hosted by Dr. Brian Jacobsen, Chief Economic Strategist.Door Annex Wealth Management
…
continue reading
1
Sunday, November 9th. The Job Market Puzzle.
56:57
56:57
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
56:57
This week, we unpack the “K-shaped” economy everyone’s talking about. Who’s moving up, who’s sliding down, and what the latest data really says. From layoffs and earnings to tech volatility and political headlines, we break down the stories shaping markets and money right now in our "Week in Review" with Wealth Advisor, Austin Grandinetti and Chief…
…
continue reading
1
Saturday, November 8th. Inside the Labor Market Numbers.
34:14
34:14
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
34:14
This week, we’re digging into the “K-shaped” economy—who’s rising, who’s struggling, and what the latest numbers reveal. In our Week in Review, Wealth Advisor Austin Grandinetti and Chief Economic Strategist Dr. Brian Jacobsen sort through layoffs, earnings, tech turbulence, and political headlines shaping the markets. Plus, smart tax moves later i…
…
continue reading
1
The Art of Exceptional Service and Client Relationships with Barrett Wright of Hill Robinson Yacht Management
18:44
18:44
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
18:44
Barrett Wright, President at Hill Robinson Yacht Management, joins us to explore her 15-year journey in the superyacht industry. Barrett shares how resilience, intuition, and a people-first mindset shaped her leadership approach and how the industry thrives on community, adaptability, and exceptional service. Key Takeaways: 00:00 Introduction. 01:4…
…
continue reading
1
Wealth Management Invest: Building Resilient Portfolios with Vanguard’s Todd Schlanger
29:21
29:21
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
29:21
In this episode of Wealth Management Invest, host David Bodamer speaks with Todd Schlanger, CFA, senior investment strategist for multi-asset investing at Vanguard, to explore how advisors can approach portfolio construction in today’s market. Todd shares why the 60/40 portfolio still plays a crucial role, the rise of dynamic and active-passive str…
…
continue reading
1
Think Mariner Is Just for Individuals? Think Again.
46:37
46:37
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
46:37
Host and Senior Wealth Advisor Dan Sharkey sits down with Mike Welker, CFA®, head of Mariner Institutional, to explore how Mariner collaborates with a range of organizations. From helping institutions pursue investment objectives to supporting the financial well-being of their employees, Mike shares insights into how Mariner Institutional strategie…
…
continue reading
1
#707: Two Cents of 11/8 - Is NVIDIA Doomed?; What Is A Dividend?; State Of The Dental Economy
48:46
48:46
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
48:46
Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode of Dentist Money's Two Cents, Matt, Jake, and Rabih discuss the growing risks surrounding NVIDIA, exploring how financial engineering and shifting market sentiment may be influencing its stock value. They also take a closer look …
…
continue reading
1
Relative Return Insider: RBA holds rates steady amid inflation concerns
15:22
15:22
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
15:22
In this episode of Relative Return Insider, host Keith Ford and AMP deputy chief economist Diana Mousina take a look at the Reserve Bank's unanimous decision to leave rates on hold on Melbourne Cup Day and whether future cuts are still on the cards. Following higher-than-expected inflation numbers last week, the RBA surprised no one as it left rate…
…
continue reading
1
#706: How Do You Know If You Should Hire An Associate?
59:38
59:38
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
59:38
On this episode of The Dentist Money Show, Matt and Christine explore one of the toughest parts of running a dental practice: hiring and managing associates. They discuss why many associateships fail to lead to ownership, the challenges that make partnerships tricky, and what dentists should consider before bringing on an associate. Tune in to lear…
…
continue reading
Hosted by Jason Cooper, Director of Equity Research.Door Annex Wealth Management
…
continue reading
In our new TL;DR series episode, Jake reads his blog post explaining that while making extra payments on your mortgage can reduce the total interest you pay and shorten the life of your loan, it's not always the best financial move. Tune in to learn whether you value the peace of mind that comes from eliminating debt or the long-term growth potenti…
…
continue reading
1
Sunday, November 2nd. A Big Week for Central Banks.
56:23
56:23
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
56:23
It was a big week for central banks — from rate cuts and policy holds to talk of wrapping up quantitative tightening. The Fed made another move, bringing questions about what 2025 might bring. Dave Spano and Brian Jacobsen unpack the key takeaways in this Week In Review. Plus, we’ll dive into the “Labubu Trend” shaking up the collectibles market an…
…
continue reading
1
#704: Two Cents of 11/1 - Federal Reserve Scare; Healthcare Shutdowns; How Much Do Americans Spend On Halloween?
43:51
43:51
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
43:51
Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode of Dentist Money's Two Cents, Matt and Rabih unpack how the Federal Reserve's recent decisions have affected Wall Street, the growing impact of the government shutdown on healthcare costs, and explore why Halloween spending is pr…
…
continue reading
1
Saturday, November 1st. Another Cut. Is That All For 2025?
33:11
33:11
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
33:11
Central banks were in the spotlight this week with rate cuts, policy holds, and new signals about the path ahead for quantitative tightening. The Fed made another move, and investors are already asking what could come next in 2025. Dave Spano and Brian Jacobsen break down what it all means in this week’s Week In Review. Plus, a look at the surprisi…
…
continue reading
1
Relative Return Insider: Inflation spikes, the Fed cuts and AI booms
27:31
27:31
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
27:31
In this episode of Relative Return Insider, host Keith Ford and AMP deputy chief economist Diana Mousina break down the spike in inflation numbers and what it means for the possibility of a rate cut as we move into the new year. With September quarter inflation data showing trimmed mean rising by 1 per cent, considerably higher than the Reserve Ban…
…
continue reading
1
#703: Scary Money Myths Every Dentist Should Avoid: Part 2
56:42
56:42
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
56:42
On this episode of The Dentist Money, Matt and Jake return for part two of the most common financial myths that often mislead dentists. From the illusion of "secret investments" to why focusing on your dental career—not chasing financial shortcuts—is key to building wealth, they break down what really drives long-term success. They also explore the…
…
continue reading
1
IFA: The future of AI, efficiency and client engagement in advice
32:39
32:39
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
32:39
In the latest episode of The ifa Show, MLC Expand CEO Liz McCarthy and Shadforth Financial Group CEO Terry Dillon join host Keith Ford to discuss the transformative role of AI in financial advice and how AI tools are being implemented to drive efficiency. With advice firms looking for greater automation of routine administrative tasks, AI is set to…
…
continue reading
Hosted by Derek Felske, Chief Investment Officer.Door Annex Wealth Management
…
continue reading
1
October 26th. A Stalemate, But Finally Some Data
56:31
56:31
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
56:31
Finally, some data! The CPI release that determines the 2026 cost of living adjustment for Social Security Benefits is out. Foreign data is still rolling in. China’s challenges are evident…and likely to get worse unless there’s a deal. Dave Spano and Brian Jacobsen will break it down in our Week in Review. Also on the show, myths about taxes. Was g…
…
continue reading
1
#702: Two Cents of 10/25 - Recent CPI Report; Bank Earnings; Do You Have Inflation Fatigue?
37:38
37:38
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
37:38
Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode of Dentist Money's Two Cents, Matt and Rabih unpack the latest economic developments—from rising inflation to shifting market sentiment. They break down the recent CPI report, the strong earnings season from S&P 500 companies, an…
…
continue reading
1
Saturday, October 25th. Shutdown Continues, But Big Data Is Out
34:01
34:01
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
34:01
At last, we’ve got some numbers to work with. The new CPI report is out, setting the stage for the 2026 Social Security cost of living adjustment. Meanwhile, global data keeps coming in, and China’s struggles are becoming clearer, and could deepen without some movement on trade. Dave Spano and Brian Jacobsen will unpack it all in our Week in Review…
…
continue reading
1
SMSF: Inside the evolving world of SMSF lending
54:42
54:42
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
54:42
After nearly two decades, the SMSF lending market has matured into a stable and well-regulated segment – yet complexity and misconceptions persist. Bluestone Home Loans head of specialised distribution, Richard Chesworth, joins host Keith Ford to break down the nuances of limited recourse borrowing arrangements (LRBAs). From redrawing for property …
…
continue reading
1
Relative Return Insider: PM's US trip wins big for critical minerals
31:24
31:24
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
31:24
In this episode of Relative Return Insider, host Keith Ford and AMP economist My Bui explore Prime Minister Anthony Albanese's trip to the US and the critical minerals deal stemming from his meeting with President Donald Trump. The meeting also saw a grand announcement that Australian super fund investment in the US would reach $1.5 trillion over t…
…
continue reading
1
#701: How to Build the Right Retirement Plan for Your Practice
59:51
59:51
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
59:51
On this episode of The Dentist Money Show, Matt and Ryan break down what dentists need to know about retirement planning. They explore the different types of retirement accounts—from 401(k)s and simple IRAs to profit-sharing and defined benefit plans and explain how each fits into a broader financial strategy. Matt and Ryan also touch on the behavi…
…
continue reading
1
Trade and Tariff Volatility
10:54
10:54
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
10:54
Hosted by Jacob Johnson, Associate Research Analyst.Door Annex Wealth Management
…
continue reading
1
Reinventing How We Work, Learn, and Connect In the Age of AI with David Steigelfest of PB Heart
16:02
16:02
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
16:02
David Steigelfest, Founder and CEO of PB Heart, joins us to discuss how AI is reshaping entrepreneurship, software development, and the future of education and employment. David shares how building a product as a solo founder is now possible thanks to rapidly evolving AI tools, what this means for the broader workforce, and why adaptability, connec…
…
continue reading
1
Sunday, October 19th. Big Data Is Coming!
55:05
55:05
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
55:05
Treasury Secretary Bessent said the department is prioritizing payments in its system in order to allow for US military staff to be paid. Also, banks have said loan quality is pretty good.Door Annex Wealth Management
…
continue reading
1
#700: Two Cents of 10/18 - Rare Earth Metals; When Is The Government Restarting?; 401(k) Changes
41:04
41:04
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
41:04
Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode of Dentist Money's Two Cents, Matt and Rabih dive into the growing importance of rare earth metals and their geopolitical impact, exploring how China's dominance in mining and refining gives it a major advantage over the U.S. The…
…
continue reading
1
Saturday, October 18th. Less Than a Week from Big Data
33:41
33:41
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
33:41
Beige Book Blues. This qualitative data may be the best we can get during the data draught. Dave Spano and Brian Jacobsen discuss in our Week in Review. Also, banks have said loan quality is pretty good. You'll hear how to be prepared for a longer life in retirement. Health and financial planning are very much connected. Mike Kirk talks about how t…
…
continue reading
1
Relative Return Insider: Gold and crypto take different paths amid US–China tension
39:26
39:26
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
39:26
In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver unpack the latest unemployment numbers and what they mean for a rate cut, as well as how the latest flare-up in the ongoing US–China trade dispute has highlighted the remaining disparity between gold and bitcoin. The last week has seen significant movem…
…
continue reading
1
SMSF: Unpacking the new super tax
45:47
45:47
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
45:47
The announcement this week from the government outlining the changes to the $3 million super tax was met with relief, but there are still many unknowns. On this episode of The SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn unpack the changes from the initial proposal to the current version released this week. The discussion emphasises that w…
…
continue reading
1
#699: Scary Money Myths Every Dentist Should Avoid: Part 1
56:50
56:50
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
56:50
On this episode of the Dentist Money Show, Matt and Ryan discuss some of the most common financial myths that often mislead dentists. From misconceptions about the stock market and market timing to the belief that maxing out a 401k is enough for retirement. They break down why these myths persist and how they can undermine long-term financial healt…
…
continue reading
1
IFA: Breaking down the new $3m super tax with Aaron Dunn
46:28
46:28
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
46:28
In this crossover episode of The ifa Show, host Keith Ford is joined by The SMSF Adviser Show co-host Aaron Dunn to unpack the changes from the initial proposal to the current version released this week. The discussion emphasises that while the major concerns of taxing unrealised gains and lack of indexation have been addressed, many technical deta…
…
continue reading
1
17. Inside Kayne Anderson Rudnick’s 540% Growth Story
58:37
58:37
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
58:37
Kayne Anderson Rudnick has done what most in wealth management say can’t be done: grow from $10B to $64B in a decade, all organic. No acquisitions, no shortcuts, just disciplined execution and a refusal to compromise on talent. In this episode, host Meg Carpenter sits down with Executive Managing Director Stephen Rigali, Chief Operating Officer, Je…
…
continue reading
1
#698: KickStart Dental Marketing: When Do Dentists Really Have Enough to Retire?
29:59
29:59
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
29:59
In this special edition, we are sharing a No BS Dental Growth podcast episode where Ryan joins Chris Pistorius from KickStart Dental Marketing to break down why many dentists retire later than average, the real math behind knowing how much you need to retire, and the biggest money myths holding dentists back. Book a free consultation with a CFP® ad…
…
continue reading
