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Simple diversification is no longer enough to shield the assets under your management. Registered investment advisors, financial planners and asset managers need a new weapon in their war on risk. Welcome to The Advisors Option - the only program designed to arm busy advisors with the information necessary to properly manage risk in this volatile environment. From options education, trading strategies and tips to options industry news and interviews with leading advisors, you will find it al ...
 
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
 
In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
 
Former Mercedes-Benz and General Motors sales professional, turned online educator, Deshone the Auto Advisor, invites you to learn everything you never learned about car shopping, buying and owning. He will introduce you to his hand selected group auto advisors, consisting of electric vehicle experts, automotive attorneys, master mechanics, insurance educators and credit repair geniuses. They all bring rich, actionable advice, gathered along their years of industry experience. You’ll be amaz ...
 
The show is called Money Talk. It covers just about everything that affects wealth and financial well-being. Hosted by Dianne Duva, CFP & Neil Krisel, CFA. Dianne Duva, is a Certified Financial Planner and founding Partner of Arlington Financial Advisors, a leading wealth management firm in Santa Barbara. She is a graduate of George Washington University, a Katherine Harvey Fellow and a board member of numerous not for profits. Neil Kreisel, CFA is from New York where he worked in finance fo ...
 
Learn what really moves the needle in your business from advisor success stories and industry experts. From the latest marketing tactics working today, to advice for better serving your clients and guidance on running your practice more efficiently, AdvisorRadio gives you the insights you need to take your financial advisory business to the next level.
 
As a physician mom or dad, you put everything into your practice and your kids and you want to make sure you’ll have enough for retirement some day. But work and family soak up most of your time and energy, so the last thing you want to do is sit down and dig through the ever-changing world of investment options and tax laws to find out what you’re missing and figure out what to do with your extra money. Join hosts W. Ben Utley and Nate Reineke, two Certified Financial Planner™ professionals ...
 
Bongo Consulting is comprised of strategic marketing advisors that seed business development. We are consultants and catalysts who set a strategic foundation for top-line growth and move brands with focus and precision.Business owners and management teams embrace the accountability and impact of strategic performance marketing, without guesswork and budget waste. Our approach keeps it smart, focuses on the positive impact of your business, and is always strategy based. www.bongoconsulting.com
 
Get the insiders’ take on mergers and acquisitions. M&A investment bankers Gina Cocking and Jeff Guylay of Colonnade Advisors discuss the technical aspects of and tactics used in middle market deals. This podcast offers actionable advice and strategies for selling your company and is aimed at owners of middle market companies in the financial services and business services sectors. Middle market companies are generally valued between $20 million and $500 million.
 
Russell Investments is a global asset manager and one of only a few firms that offers actively managed multi-asset portfolios and services that include advice, investments and implementation. Russell Investments stands with institutional investors, financial advisors and individuals working with their advisors—using the firm’s core capabilities that extend across capital market insights, manager research, asset allocation, portfolio implementation and factor exposures to help each achieve th ...
 
Lenox Advisors is a wealth advisory firm focusing on high net worth individuals, including Corporate Executives, Business Owners, and Entrepreneurs. Most of our clients retain us to be their personal CFO, coordinating all aspects of their financial lives. For our corporate clients, we advise them on all different types of benefit programs and qualified plans for their employees, including customized carve-out insurance programs for senior executives.
 
About: 4 Core Beliefs… GTA Advisors started as an idea. It’s founder, Robert Caruso, and host of the GTA Advisors Podcast, as a business owner himself, had an interest in meeting other smart business owners and fascinating entrepreneurs. When he started to reach out to these people and started talking to them, he realized others needed to hear their stories too. These were experts in their respective fields, smart and intelligent, not to mention, many had discovered unique ways to impact the ...
 
Asset Strategy Advisors (ASA) is an SEC registered investment advisor and fiduciary wealth manager, providing investment management and consulting to public, private and non-profit retirement plans, endowment/foundations and private clients. For corporations and institutions, we deliver total retirement solutions for the recruitment, retention, rewarding and retiring of employees. For individuals, we provide family office services for the management of client wealth, as well as financial and ...
 
The One11 Podcast series are open discussions with leaders in the real estate space. Our hope is to provide some unique insights into their backgrounds, what has made them successful and where they see the space and their companies going. We are grateful for their leadership in the industry and appreciate their time to share insights to the broader real estate market place.
 
Welcome to Celebrity Financial Advisors Marketing Minutes with Meaghan Howes. It's my goal to educate, empower, and equip financial advisors to become their own in house marketing ninjas! From learning how to Fill Seminars with Facebook ads to creating your own in-house green-screen studio on a budget, I will help you celebrity brand yourself in your local market so you can out rank your competitors! You have a voice...it's time that voice is heard!
 
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 ...
 
Index Fund Advisors (IFA) is an independent financial advisor that provides wealth management by utilizing risk-appropriate, returns-optimized, and tax-managed portfolios of index funds. IFA.tv provides webcasts explaining the investing strategies of IFA.com and Mark Hebner's book, Index Funds: The 12-Step Recovery Program for Active Investors, with Foreword by Nobel Laureate Harry Markowitz. See hard cover here: http://indexfundsbook.com and iBook here: http://iBookIndexFunds.com.
 
The Aldrich Group includes a Top 100 Accounting Firm nationally providing tax, advisory and consulting services to businesses and individuals. We also work closely with business owners and individuals to manage their financial, wealth and tax planning strategies. We serve clients with deep industry expertise in construction, manufacturing, real estate, healthcare, nonprofit, telecommunications, utilities, professional services, food processing, agribusiness as well as a variety of privately ...
 
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. ...
 
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 ...
 
The “Scaling New Heights” podcast is designed for accountants and other business advisors, providing professionals with year-round access to some of the key training from our annual Scaling New Heights conference. Each weekly broadcast includes an interview with a featured guest who is either a past Scaling New Heights presenter or a presenter we’ve recruited for an upcoming conference.
 
Wondering what you should be feeding your dog or cat? Confused by all the choices? Is raw really best? Or does it pose health hazards? What should you know when deciding which commercial food to feed? Are cats' digestive systems able to metabolize carbohydrates or is all dry cat food “kitty crack,” as Tracie calls it? Do dogs and cats need supplements --- and if so, which ones? This show brings you facts and opinions to help you make the best personal decisions about how to feed the four-leg ...
 
"Ask the beauty advisor" is a fun and informative podcast that answers your health and beauty questions.This is a podcast for people who are seriously interested in maintaining their health and youthfulness. With host Deanna lyn who not only answers listener's questions, but also shares the latest health and beauty news, as well as product reviews. The show also includes interviews with the top health and beauty professionals. You can listen-in weekly by subscribing on iTunes, for more info ...
 
For more than two decades, The Kelley Group has been delivering number-one rated speaking, top-ranked coaching, and world-class training to elite advisors and senior managers in the financial services industry. The Kelley Group’s unique philosophy of training, coaching and accountability has been called “the perfect trifecta." Whether retained to conduct a 45-to 90-minute keynote presentation or a half-day to two-day corporate training session, The Kelley Group can institutionalize initial r ...
 
The Elite Advisor Blueprint® is a podcast dedicated to sharing the "blueprint for success" in the independent financial advising world. Based on Brad's decade of experience consulting the top advisors in the US, that could mean doubling your revenue, doubling your vacation, or BOTH! Continuing the successful formula of idea sharing that led Advisors Excel to be the #1 player in its industry, Brad distills the best advice from top thought leaders and applies it to the world of independent fin ...
 
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show series
 
Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ The FERS Pre-Retirement Course: The Ultimate Guide: https://hawsfederaladvisors.com/fers-pre-retirement-course-the-ultimate-guide/ Help Support Our Channel and Future Content By Donating Here: https://www.paypal.com/donate/?hosted_button_id=YDL6XPP8CQ5WU Subm…
 
Are you a physician who’s trying to decide how much house to buy? Buying a home is a big deal, so Ben and Nate pose important questions to ask yourself when looking to purchase a home. Questions range from the practical, such as calculating your earnings and expenses, to the intuitive, digging deep within yourself and identifying the reason behind …
 
In this episode Deshone the Auto Advisor and Kelly demystify some common misconceptions on leasing as well as answer some questions. Here’s what you can look out for: • Why did leasing not work for you in the past? • How can you structure your lease for a wonderful experience? • What is the difference between leasing and buying? • How can you accur…
 
How do you set up an LLC for your home or administrative office? It’s important to know the differences between the two, which to choose, and why. Toby Mathis and Jeff Webb of Anderson Advisors answer your tax questions. Submit your tax question to taxtuesday@andersonadvisors. Highlights/Topics: How do you set up a home office under a corporation o…
 
According to a recent Gallup poll, the average expected retirement age is 66. Thirty years ago, the average American projected retiring at age 60. What does this mean? On average, Americans are expected to work longer and retire later in life--or maybe not! There is a new Millennial movement called "F.I.R.E.", Financially Independent and Retiring E…
 
In the latest podcast update: · Could the continued rise in wages impact the Fed’s tapering timeline? · How are staffing shortages and supply-chain disruptions affecting U.S. businesses? · What’s behind the drop in China home sales? IMPORTANT DISCLOSURE: Interviews were filmed as of the date mentioned in the video, these views are subject to change…
 
A conversation with one of wealth management’s most influential thought leaders and the editor and publisher of Inside Information There are few in the financial services media that have the name recognition and clout of Bob Veres. And even less who are as smart—or as outspoken. Because for over four decades, Bob has been at the helm of journalism …
 
HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: MATT AMBERSON, OPTION RESEARCH & TECHNOLOGY SERVICES GUEST: GARY FRANKLIN, RAYMOND JAMES THE BUZZ THOUGHTS ON CURRENT MARKET ENVIRONMENT HOW IS EARNINGS SEASON SHAPING UP COMPARED TO PREVIOUS SEASONS JULY OPTIONS VOLUME NUMBERS FROM OCC MID YEAR GLOBAL DERIVATIVES NUMBERS FROM FIA THE END O…
 
Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ The FERS Pre-Retirement Course: The Ultimate Guide: https://hawsfederaladvisors.com/fers-pre-retirement-course-the-ultimate-guide/ Help Support Our Channel and Future Content By Donating Here: https://www.paypal.com/donate/?hosted_button_id=YDL6XPP8CQ5WU Subm…
 
Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ The FERS Pre-Retirement Course: The Ultimate Guide: https://hawsfederaladvisors.com/fers-pre-retirement-course-the-ultimate-guide/ Help Support Our Channel and Future Content By Donating Here: https://www.paypal.com/donate/?hosted_button_id=YDL6XPP8CQ5WU Subm…
 
In this episode Deshone the Auto Advisor and Kelly continue to answer some frequently asked questions on leasing and buying cars. Here’s what you can look out for: • What I think about TikTok video that’s going viral of lady who says you don’t need to put down a down payment on a car • Why I and Kelly offer strategies and not tips • The true mindse…
 
Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ The FERS Pre-Retirement Course: The Ultimate Guide: https://hawsfederaladvisors.com/fers-pre-retirement-course-the-ultimate-guide/ Help Support Our Channel and Future Content By Donating Here: https://www.paypal.com/donate/?hosted_button_id=YDL6XPP8CQ5WU Subm…
 
Episode 9: Questions and Answers In this episode Deshone the Auto Advisor and Kelly answer some frequently asked questions on leasing and buying cars. Here’s what you can look out for: • The strategy to pay your car note faster without changing the payments • Should you pay for your car in cash? • Should you pay off your current car until you have …
 
Benefits are becoming a big deal. With everything that's happened in the last year-and-a-half with the COVID pandemic, health care seems to be on everybody's mind. There are healthcare options available to benefit all employees of companies - big or small. Today, Toby Mathis of Anderson Business Advisors talks to Fred Lovingier from Insperity about…
 
Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ The FERS Pre-Retirement Course: The Ultimate Guide: https://hawsfederaladvisors.com/fers-pre-retirement-course-the-ultimate-guide/ Help Support Our Channel and Future Content By Donating Here: https://www.paypal.com/donate/?hosted_button_id=YDL6XPP8CQ5WU Subm…
 
In the latest podcast update: · Nearly 11 million U.S. jobs available, new report shows · ECB announces slowdown in monthly bond purchases · Is the global economic recovery still on track? IMPORTANT DISCLOSURE: Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without notice based upon marke…
 
Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ The FERS Pre-Retirement Course: The Ultimate Guide: https://hawsfederaladvisors.com/fers-pre-retirement-course-the-ultimate-guide/ Help Support Our Channel and Future Content By Donating Here: https://www.paypal.com/donate/?hosted_button_id=YDL6XPP8CQ5WU Subm…
 
A conversation with Terry Cook of Parcion Private Wealth, Lori Siegel of Centrix Wealth Partners and Michael Henley of Brandywine Oak Private Wealth Podcast link available below… After more than 130 episodes of the show, one of the most common responses we’ve received from listeners is that they want to learn more—particularly when it comes to inte…
 
In this episode Deshone the Auto Advisor talks about his perspective on leasing cars. Here’s what you can look out for: • How he came to understand the car business in depth • The myths about leasing • What to consider before you put big money down • Are the people who buy Mercedes smarter than those who buy other makes? Follow us on our social med…
 
Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ The FERS Pre-Retirement Course: The Ultimate Guide: https://hawsfederaladvisors.com/fers-pre-retirement-course-the-ultimate-guide/ Help Support Our Channel and Future Content By Donating Here: https://www.paypal.com/donate/?hosted_button_id=YDL6XPP8CQ5WU Subm…
 
Toby Mathis and Jeff Webb of Anderson Advisors answer your tax questions, including which business structure is best for real estate agents. Submit your tax question to taxtuesday@andersonadvisors. Highlights/Topics: What is the 1031 exchange? How is it used and is there any concern that it may go away? Section 1031 allows you to sell an investment…
 
Deshone the Auto Advisor and Kelly Saunders continue the discussion on negative equity. Here’s what you can look out for: • The devil to your car deals • The bad credit for people with good credit • Understanding deal structure • Transitioning from negative equity Follow us on our social media platforms and engage with us: Instagram https://www.ins…
 
Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ Help Support Our Channel and Future Content By Donating Here: https://www.paypal.com/donate/?hosted_button_id=YDL6XPP8CQ5WU Submit a question here: https://hawsfederaladvisors.com/question-submission-page/ Check out the full article here: https://hawsfederala…
 
In the latest podcast update: · August job gains miss the mark in U.S. · Unpacking recent economic data releases from Europe and China · Latest developments on the proposed U.S. spending bill IMPORTANT DISCLOSURE: Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without notice based upon ma…
 
Join Sophie Antal Gilbert, Head of Portfolio and Business Consulting at Russell Investments, and Frank Pape, Senior Director of Portfolio Consulting at Russell Investments as they talk about tax rates in the news and the latest ways your clients may benefit from tax-managed investing amid tax rate uncertainty. DISCLOSURES: Interviews were recorded …
 
Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ The FERS Pre-Retirement Course: The Ultimate Guide: https://hawsfederaladvisors.com/fers-pre-retirement-course-the-ultimate-guide/ Help Support Our Channel and Future Content By Donating Here: https://www.paypal.com/donate/?hosted_button_id=YDL6XPP8CQ5WU Subm…
 
Have you ever wondered how you can get out of negative equity and what causes it? Well, this episode Deshone the Auto Advisor and Kelly share some great insights on the following: • How people are paying for their old car in their new car • What is negative equity? • What keeps you from making power moves? • How do you understand salesman lingo? Fo…
 
Are you a landlord who has their fair share of horror stories? Do you need help evicting tenants, or finding and placing the best tenants? Who should you be renting to so that you don’t bring tenants in and then have to kick them out later? Applicants can be nice or be nightmares. Today, Clint Coons of Anderson Business Advisors talks to David Pick…
 
Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ The FERS Pre-Retirement Course: The Ultimate Guide: https://hawsfederaladvisors.com/fers-pre-retirement-course-the-ultimate-guide/ Help Support Our Channel and Future Content By Donating Here: https://www.paypal.com/donate/?hosted_button_id=YDL6XPP8CQ5WU Subm…
 
What is the real worth of your car? What if you discovered that you have been leaving a lot of money on the table every time you sold your car in the past? Join us in this episode as we discover from the one and only Deshone The Auto Advisor • How to cash out in the market • What to look out for equity • Where to get multiple offers • Why you shoul…
 
Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ The FERS Pre-Retirement Course: The Ultimate Guide: https://hawsfederaladvisors.com/fers-pre-retirement-course-the-ultimate-guide/ Help Support Our Channel and Future Content By Donating Here: https://www.paypal.com/donate/?hosted_button_id=YDL6XPP8CQ5WU Subm…
 
In the latest podcast update: · Powell indicates tapering likely to begin by end of year · Markets react to Fed Chair’s remarks · August U.S. jobs report looms large IMPORTANT DISCLOSURE: Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without notice based upon market or other conditions a…
 
Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ The FERS Pre-Retirement Course: The Ultimate Guide: https://hawsfederaladvisors.com/fers-pre-retirement-course-the-ultimate-guide/ Help Support Our Channel and Future Content By Donating Here: https://www.paypal.com/donate/?hosted_button_id=YDL6XPP8CQ5WU Subm…
 
A conversation with Anders Jones, CEO and Co-Founder, Facet Wealth If there’s one thing that the pandemic taught us it’s this: Many clients are OK with not having face-to-face interactions with their advisors. In fact, there are a few firms that are providing proof of concept that the remote model works—and does so very well. And it took a 30-somet…
 
Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ The FERS Pre-Retirement Course: The Ultimate Guide: https://hawsfederaladvisors.com/fers-pre-retirement-course-the-ultimate-guide/ Help Support Our Channel and Future Content By Donating Here: https://www.paypal.com/donate/?hosted_button_id=YDL6XPP8CQ5WU Subm…
 
Covid has created an automotive market unlike any America has ever seen or experienced. Supply shortages nationwide have driven prices up as much as $15,000 on some vehicles. Will these prices hold to protect those buying these vehicles? In episode 4, Deshone explains why he’s sure they won’t and the repercussions for anyone buying some of these ov…
 
Are you losing money on cars? There are 3 types of car buyers in this world: Leasers, Keepers and those stuck in between. One group is losing big money and it’s not the leasers or the keepers. We are tearing down old ideas that no one questions and dispelling the myths everyone has believed too long. It’s time to go deep into some of the beliefs Am…
 
In episode 2 Deshone reveals what is, not only the first question in the car buying process, but the most important. How do I get the best deal? Should I lease or buy? Should I put money down? None of these questions come before the main question. And knowing how to answer it, leads you to everything else. This is your introduction to Deal Structur…
 
In episode 1 you are introduced to former Mercedes-Benz and General Motors sales professional, turned online educator, Deshone the Auto Advisor. He lays out his vision for helping millions of Americans become smarter car shoppers, buyers and owners and how the Auto Advisors podcast will make that happen. He'll make sure you're Up to Speed on the la…
 
Toby Mathis and Jeff Webb of Anderson Advisors answer your tax questions related to retirement plans, partnerships, real estate, wills, and trusts. Submit your tax question to taxtuesday@andersonadvisors. Highlights/Topics: Are there any restrictions on being a real estate professional (REP) during retirement? No, if you are retired, not working an…
 
Keeping liquid savings on hand in case of an emergency is one area where Americans of all income brackets are falling short--especially the "middle class." But what is this middle class? Is it defined by a salary range, household income or aspirational possessions? And is being in the "middle class" all it's chalked up to be? On this episode we ans…
 
Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ The FERS Pre-Retirement Course: The Ultimate Guide: https://hawsfederaladvisors.com/fers-pre-retirement-course-the-ultimate-guide/ Help Support Our Channel and Future Content By Donating Here: https://www.paypal.com/donate/?hosted_button_id=YDL6XPP8CQ5WU Subm…
 
In the latest podcast update: · Could the Fed begin paring back asset purchases soon? · U.S. July retail sales tick lower. Are consumers still in good shape? · 3 key risks to China’s economic outlook IMPORTANT DISCLOSURE: Interviews were filmed as of the date mentioned in the video, these views are subject to change at any time without notice based…
 
Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ The FERS Pre-Retirement Course: The Ultimate Guide: https://hawsfederaladvisors.com/fers-pre-retirement-course-the-ultimate-guide/ Help Support Our Channel and Future Content By Donating Here: https://www.paypal.com/donate/?hosted_button_id=YDL6XPP8CQ5WU Subm…
 
A conversation with Dan Johnson, President & CEO, Birchcreek Wealth Management There’s real value to building teams in wealth management firms. For clients and the business overall, there’s strength in numbers—where the merging of talent offers the potential of greater operational efficiencies and growth. Plus, teams provide a built-in succession p…
 
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