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The HFM Advisor Team shares our experiences working everyday with clients going through life’s transitions. We provide some insights into the personal finance topics of the day and even share the mic with guests from our network of outside professionals. We love what we do and who we do it for, so we hope you enjoy getting to know us and learning some things along the way!
 
The FEG Insight Bridge is a podcast spanning global markets and institutional investments. Greg Dowling, FEG CIO and Head of Research, interviews some of the world’s leading investment, economic, and philanthropic minds to provide insight on how institutional investors can survive and thrive in the world of markets and finance. Find out more at www.feg.com/insight-bridge-podcast. Disclaimer: This podcast is for informational purposes only and should not be relied upon as a basis for investme ...
 
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 ...
 
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.
 
When considering retirement, do you wonder what financial opportunities you may be missing? Busy lives take over and years pass without taking advantage. In this retirement podcast, Chad Smith and Mike Eklund unveil financial opportunities, to help you balance enjoying today so you are ready to retire later. By day, they are fiduciary fee-only financial advisors who answer questions about tax savings, investment decisions, and how to save more. If you’ve been putting off your financial to-do ...
 
Daily Market Updates podcast from Ambassador Advisors, LLC. Sources: Google Finance, Yahoo Finance, Reuters.com Ambassador Advisors is a Registered Investment Advisor. Securities offered through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services offered through Ambassador Advisors is not affiliated with APFS .Information in this illustration has been obtained from sources believed to be reliable and are subject to change without notification. ...
 
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.
 
Your Money Momentum delivers information on personal financial planning, investing and wealth management with our engaging host, Certified Financial Planner™ Professional Tom Kennedy from Global Wealth Advisors in Texas. Every other Friday, Tom will bring you 30 minutes of expert discussion, strategy, and practical advice aimed at building momentum with your money. The variety of topics covered by this show include market news, investment strategies, retirement planning, estate planning, ris ...
 
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 ...
 
Various specialists at Commerce Trust Company dive into the latest research, insights and market news in Conversations with Commerce Trust. From deconstructing the headlines to foundational investment insights, this podcast is designed to help you understand how it impacts you and your family’s personal and financial goals.This podcast is designed to provide investment information for Commerce Trust Company clients. It is intended to provide general information only and is reflective of the ...
 
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 ...
 
The Retire Wright Show is Richmond, Virginia’s dedicated resource for retirement and investment planning. Your host Isaac Wright is President at Financial Dynamics & Associates and an investment advisor representative with Global Financial Private Capital, LLC. Financial Dynamics & Associates have been helping Virginians retire since 1989, and is known for their commitment to their community and their clients. Isaac Wright is a frequent contributor to news sources, such as WRVA, the Richmond ...
 
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 ...
 
Welcome to our Investments & Insights podcast! Join us and our Chief Investment Officer, Russell Moenich, for an inside look at the financial markets and how to preserve your wealth and plan for the future. We cover everything from wealth planning, investments and the financial markets, advice from Certified Financial Advisors (CFP®) and more. Listen and share today! Available on your favorite podcast app including Apple Podcasts, Spotify and Stitcher.
 
Charlie Jewett, the Financial Services Whistle-Blower, confronts the Retirement Planning industry and reveals all of the tricks, lies and scams the Stock Brokers, Insurance Agents and Financial Advisors use to steal money from consumers. In addition Charlie will teach you EVERYTHING you need to know to make your own financial and retirement decisions and live the retirement of your dreams. Surprising, Irreverent, Eye-Opening, Super Helpful and a whole lot of fun!
 
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 ...
 
Key Wealth Matters, hosted by the Family Office experts of Key Family Wealth, is a podcast series focused on addressing various pressing wealth issues and opportunities with advice tailored to today’s events and headlines. Join host Gary Poth and our highly experienced advisors at Key Family Wealth as they deliver unbiased, proactive, and honest advice about estate planning, investments, legacy planning, family issues, and other complex wealth management topics. Send your questions, comments ...
 
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show series
 
The global energy landscape has changed dramatically over the last decade, primarily as a result of the significant growth in production and exports of oil and natural gas from the United States. Energy infrastructure companies have played a significant role in facilitating the growth of US energy production and moving the US towards energy indepen…
 
Scott takes the position that the inflation spike upon us right now is still transitory as the Federal Reserve believes, but it is going to take longer than anticipated to moderate, probably sometime next year. So expect economic stories on this inflationary speed bump to be a regular occurrence in the media for quite a while. We will likely not se…
 
Earlier this month, Protective Life Corporation announced enhancements to its variable annuity product line, recommitting to the space. We are going to talk about those enhancements, which include the addition of four investment managers for its subaccounts, as many new sub accounts for its commission and fee-based products. Throughout its history,…
 
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.
 
Recent headlines have people thinking more about investing for inflation. It's the most recent economic worry, but there's always something to scare or concern investors. Think about the last 16 months. We've had: COVID Crash 2020 Election Reddit/Robinhood/Gamestop Crypto Volatility Now it's inflation. But it's a good reminder that listening to the…
 
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…
 
David Swensen, the manager of Yale’s endowment who passed away earlier this month, wrote the following in his 2005 book Unconventional Success: Southeastern Asset Management (sponsor of the Longleaf Partners mutual-fund family) exemplifies every fundamentally important, investor-friendly characteristic conducive to active-management success. Portfo…
 
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…
 
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…
 
My guest today, Christine D. Moriarty, has more than 25 years of experience coaching individuals, couples and business owners on their finances. Her focus has been the intersection of emotions, behavior and money. She brings deep experience in financial planning to national conferences for planners.Door Advisor Perspectives
 
A just-released study from Allianz Life analyzed what financial advisors consider the most significant threats to their clients’ retirement security. It also looked at the solutions and tools advisors are exploring to help mitigate these risks. One of the key findings was that 88% of advisors said it is more…
 
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…
 
My guest today is Kurt MacAlpine, the CEO of CI Financial. CI is one of Canada's largest asset and wealth management firms. Over the past 18 months, CI Financial has bought a majority or outright ownership in 13 independent wealth advisory firms across the U.S. That may be the fastest sequence of M&A deals in the history of the wealth management in…
 
Jason Gabrieli is joined by technology and cybersecurity expert Tim Guim, President and CEO of PCH Technologies. They discuss the new threats that have emerged since the COVID pandemic over the last year and how some of the more prominent scams for the average person may be far more personal than a “hacker” finding your password. Tim will provide s…
 
You may have heard a lot on the news about President Biden’s tax plan. Are you worried about how it will affect you and your tax situation? In this episode of Financial Symmetry, Grayson Blazek helps to demystify Biden’s tax proposal. You’ll learn how you may be affected and whether or not you should be worried. Don’t wait until April 15 to start y…
 
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!…
 
With current interest rates low and a housing market that is hot, this week we host a lending professional who shares the latest information on mortgages and refinancing. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professional Tom Kennedy chats with Mortgage Loan Officer Cori Scherer about the current climate of the mortga…
 
It has been a turbulent period for recent market darling, SPACs, also known as Special Purpose Acquisition Companies. Although SPACs began almost three decades ago, they only recently surged in popularity. In fact, more U.S. companies went public through SPACs than traditional IPOs in 2020. Fir Tree Partners has a long history investing in SPACs, a…
 
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 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…
 
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…
 
based on environmental, social, and governance (ESG) principles. Virtually every major asset management firm has stepped up their commitment to ESG, along with introducing new funds to meet client demand. But not all ESG products are the same. They vary along important dimensions, such which metrics they use for screening out companies and industri…
 
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 …
 
Very few financial service firms are led by women. That is especially true among broker dealer firms. Although there are a handful of female leaders gaining attention for big roles, most top leadership positions in this industry remain in the hands of men. My guest today, Michelle Barry, is the exception. She is the president of Grove Point Financi…
 
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