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Wealth Management Podcastleri

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Modern Wealth Management

Darrick Hutchens and Ray Kramer

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Welcome to Modern Wealth Management by Monon Wealth, where we tackle pertinent financial topics to help better position you and your business for success. Listen as Darrick Hutchens and Ray Kramer, Managing Partners of Monon Wealth Management, tap into four decades worth of experience in the financial sector and unpack their strategies for today's level of modern wealth management. So, sit back, relax, and enjoy enlightening conversations that highlight an array of financial questions and to ...
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America's Wealth Management Show

Dean Barber

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Modern Wealth Management presents America's Wealth Management Show with Dean Barber and Bud Kasper. Dean and his guests, America's leaders in the financial industry, have made it their missions to show everyone how to grow, keep, and leave their money. Since 2003, Dean Barber and Bud Kasper have co-hosted America’s Wealth Management Show. Their radio show has informed and educated retirees and those nearing retirement on what life is like after your working career ends. Investment advisory s ...
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Du Charme Wealth Management Podcast

Branden DuCharme

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Helping people change the trajectories of their lives through establishing, growing, maintaining, or protecting wealth as a fiduciary. For educational and entertainment purposes only. Please consult your own financial advisor or other professionals directly. DISCLAIMER: https://www.scfsecurities.com/disc/branden-du-charme/
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Wealth Management Invest

WealthManagment Invest

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Welcome to the Wealth Management Invest Podcast. David Bodamer delves into the strategic insights of financial advisors and Chief Investment Officers (CIOs) from leading RIAs, including the increasing adoption of alternative investments to enhance the conventional 60/40 portfolio. Episodes showcase engaging discussions with top asset managers, shedding light on the ever-evolving landscape of private investment offerings, cutting-edge technology, and the latest developments in traditional ETF ...
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Growth Leaders of Wealth Management

Meg Carpenter

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In an industry that's changing faster than ever, expectations for growth, both organic and inorganic, are only getting more intense. With private equity money flooding into the wealth management space, customer experience expectations leveling up, generative AI upending process and a generational wealth transfer that will transform client acquisitions, the journey to growth for all wealth management businesses will require adaptability, resilience and a long-term vision that puts client's ne ...
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Complete Wealth Management With Dave Alison

Dave Alison, CFP®, EA, BPC

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Learn the strategies and techniques used by the ultra-wealthy to maximize their wealth. In this podcast, Dave Alison and the team at Alison Wealth will discuss relevant topics to help you build, grow, and protect your wealth. About The Host: Dave Alison, CFP®, EA, BPC is a nationally recognized advisor with a passion to make clients’ financial lives easier through integrated holistic wealth management. His professional capabilities to engineer advanced financial, tax, investment, insurance a ...
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Hampstead Wealth Management

Hampstead Wealth Management

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Hampstead Wealth Management was established to provide the very best, fee-based advice. Our aim is to help our clients understand and make the most of their finances, which may be by achieving specific objectives or through more general management and guidance. Subscribe to our podcast channel to receive all of our latest updates! www.hampsteadwealth.co.uk
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The Plum Pointe Wealth Management Podcast Series

Brian Dunckley

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Welcome to The Plum Pointe Wealth Management Podcast Series, where we simplify and navigate today's financial complexities to create a better world for our clients. Join Brian Dunckley, President and Founder of Plum Pointe Wealth Management, each episode as we discuss some of the most pressing topics facing business owners in today's financial climate. With a background in science, prior to becoming a wealth manager, Brian helps family stewards prepare for the future in a complicated world, ...
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WindRock Wealth Management Podcast

WindRock Wealth Management

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WindRock Wealth Management is an independent investment management firm founded on the belief that investment success in today’s increasingly uncertain world requires a focus on the macroeconomic “big picture” combined with an entrepreneurial mindset to seize on unique investment opportunities. We serve as the trusted voice to a select group of high net worth individuals, family offices, foundations and retirement plans.
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"In Your Business" with Michael Sayre. A Production of CUI Wealth Management

Michael Sayre

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Overview: In this podcast, we will be interviewing a variety of business professionals. We hope to get a variety of viewpoints, insights, and bits of information that other business owners and professionals can utilize. Disclosures: Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC, and Registered Investment Advisor. Insurance offered through CUI Wealth Management. CUI Wealth Management, LLC and Woodbury Financial Services, Inc. ...
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#541: Two Cents 7/27 - Market Overreaction; Boomers Retiring; Southwest Changes 41:36

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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt and Rabih analyze the recent market drop and attribute it to a rebalancing effect caused by tech company earnings. They talk about boomers retiring and the impact on the job market, which could lead to labor market imbalanc…
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The Evolution of Investing and State-of-the-Art Strategies 49:11

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On the latest episode of our podcast, Darrick welcomes Dimensional Fund Advisor Vice President, Apollo Lupescu. Together, Darrick and Apollo will delve into the early ideas behind investing and how they evolved to become the state-of-the-art strategies of today. A long anticipated conversation, we welcome you to the show and hope you learn much fro…
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The Junk Drawer Approach to Financial Planning 23:32

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How Much Cash Reserves Should You Have? Get your journey off to a great start with our financial resources: https://bit.ly/4deyNCN Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3LDJjaX Meet with Us: https://bit.ly/4cSl70B 5 Signs You’re Sa…
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#540: The Summit Experience: Women's Money Circle Takeaways 55:45

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Why does money evoke such deep emotions? Discover what participants in the Women's Money Circle, held at the recent Dentist Money Summit, learned about their relationship with money and why incorporating personal values into financial decisions brings clarity. On this Dentist Money Show, Matt, Victoria, Lauren, and Productive Dentist Academy’s Chri…
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Is your 60/40 Portfolio Dead? 56:37

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Managing downside risk in investment portfolios has never been more critical, and our latest episode promises to equip you with the knowledge to safeguard your investments. Inspired by the insights of Warren Buffett and macroeconomists like David Hunter and Jeremy Grantham, Branden and guest Ben Reppond of Reppond Investments address the potential …
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Wealth Management INVEST: Assessing Active ETFs, Live from the Morningstar Investor Conference with Jack Shannon 43:28

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David Bodamer speaks with Jack Shannon, a senior analyst on Morningstar’s manager research team, in an episode recorded in front of a live audience at the Morningstar Investor Conference. They delve into the distinctions between active and passive ETFs, highlighting the nuances in their management and trading and whether active ETFs deliver on thei…
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Altruist’s Unmatched and Mission Driven Growth 1:01:10

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Ever wish you could see the gears turning in a hyper growth business? We’re peeling back the curtain on how Jason Wenk, the visionary behind Altruist and before that FormulaFolios, and his team at Altruist are disrupting wealth management for the better. You'll hear about how Jason's strategic decisions at FormulaFolios set the stage for Altruist's…
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Navigating Election Year Volatility: Insights from the Q3 2024 Market Intel Report 12:00

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Can a presidential election year bring stability to your portfolio? Find out how historical trends and informed strategies can guide you through the noise. In this episode, we explore the third quarter 2024 market intel report, revealing that global equity markets have returned a solid 10% so far. Despite the usual election-year volatility, we unde…
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Building Wealth as a Young Professional 25:09

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Young Professionals: Now that you're past the basics of financial planning, what should you be thinking about as you continue building your wealth? Host Michael MacKelvie, wealth advisor, is joined by Jinger Pajestka, senior wealth advisor, to discuss goal setting, employer benefits, real estate investing, estate planning and insurance, all to help…
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How Much Cash Reserves Should You Have? 23:49

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How Much Cash Reserves Should You Have?Get your journey off to a great start with our financial resources: https://www.modwm.com/education-center/ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3SegEwN Meet with Us: https://bit.ly/3Lv62pI A…
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#539: Two Cents 7/20 - Largest IT Outage; Mindless Spending; Elections & Stock Market 33:22

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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Will, and Taylor talk about the IT outage that impacted various industries and caused major disruptions worldwide. They discuss how Amazon Prime Day broke records with $14.2 billion in sales, highlighting the power of cons…
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Americans Need a Budget 23:48

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Americans Need a Budget Get your journey off to a great start with our financial resources: https://www.modwm.com/education-center/ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3S7YhJZ Meet with Us: https://bit.ly/4cKn7b8 Setting Up a Spe…
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#538: 10 Mistakes That Could Cost You $10K or More - Part 2 48:20

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"Some of us learn from other people's mistakes and the rest of us have to be other people." So said Zig Zigler. While mistakes are part of being human, and it’s important to learn from your own, it is much better when you can learn from others. On this episode of the Dentist Money Show, Matt and Victoria add five more ways dentists typically lose m…
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What Should You Do After An Auto Accident? | Episode 18 with Personal Injury Attorney, Marshall Witt 54:48

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Why should you always call the police after an accident? Discover the chilling consequences of skipping this crucial step and how it can impact your insurance claims and legal standing. We share eye-opening red flags to watch for when the other driver insists on keeping the cops out of it—hint: they might have something to hide. Alongside, we unpac…
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#537: Fan Favorite - Dentistry’s Great, But Are You Running in Circles? – Episode 313 31:55

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Enjoy a replay of another one of our most popular Dentist Money Show episodes. Making random decisions with your money over a long period of time can lead to disaster. How can you avoid financial catastrophe and end up exactly where you want to go? On this episode of the Dentist Money™ Show, Ryan and Matt offer three steps you can take to ensure yo…
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5 Signs You're Saving Too Much for Retirement 22:52

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5 Signs You're Saving Too Much for Retirement Get your journey off to a great start with our financial resources: https://www.modwm.com/education-center/ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/4cMG0de Meet with Us: https://bit.ly/4c…
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Sunday, July 14th. A September cut? 55:56

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A Fed cut in September could make non-US equities attractive for a while. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the value of an advisor, aging in place, QDRO's and divorce, and excuses we use when putting off retirement planning.Annex Wealth Management tarafından oluşturuldu
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#536: Two Cents 7/13 - Recession Indicators; Living Paycheck to Paycheck; Status of HSAs 39:09

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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Jake, and Victoria explore the indicators of a recession, such as the unemployment rate and the inverted yield curve. The conversation then shifts to the changing spending habits of Americans, with more people going on vac…
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7 Money Management Tips to Consider 23:43

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7 Money Management Tips Get your journey off to a great start with our financial resources: https://www.modwm.com/education-center/ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/4f014P2 Meet with Us: https://bit.ly/4cRLeEk Must-Knows for C…
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#535: Why You Might Regret a DSO Sale 50:41

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When it comes to a DSO deal and the money that is often involved, it’s hard to be too critical. Unfortunately, many dentists are surprised by trade-offs that leave them wishing they had just turned their back on the sale. On this episode of the Dentist Money Show, Ryan and Matt take a look at the other side of DSO deals and examine why many dentist…
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Don't Let the Tax Tail Wag the Dog | Episode 17 with CPA Savannah Rowley 54:04

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Ever wondered if real estate is the financial goldmine it’s often claimed to be? Think again. We break down the complexities and risks associated with real estate investments, revealing why tailored financial and tax planning are essential. Learn how collaborating with CPAs and business coaches can transform your approach to advanced tax strategies…
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Sunday, July 7th. Scary Summer for growth? 55:45

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What matters for long-term investors is whether fears of a recession become a reality. Dave Spano and Brian Jacobsen present our Week-in-Review. What are 6 things you might not want to inherit? We've got the list. Learn more about our Investment Committee, remarriage and estate planning, and what IS and ISN'T financial planning.…
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#534: Two Cents 7/6 - Deficit; Debt; America's Financial Health 42:19

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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt and Rabih discuss the topic of the deficit and its impact on America's financial health. They explain the difference between deficit and debt and how deficits accumulate over time to form the outstanding debt level. They al…
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#533: How Investment Returns Are Actually Calculated 41:27

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Getting the right number for your investment returns should be simple … right!? But there are actually several factors that go into an accurate calculation. On this episode of the Dentist Money Show, Ryan and Matt invite Rabih Dimachki, CFA and Director of Investment Strategy at Dentist Advisors, to explain why getting the exact ratio for a return …
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Behavioral Biases, Pitfalls, and Proactive Strategies 44:42

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What if the sticky notes you left on your most prized possessions ended up causing chaos instead of clarity? We tackle the quirky and flawed methods people use to update their estate plans, from sticky notes to unwritten wishes, and why understanding behavioral finance is crucial. Estate attorney Thomas Crofts joins us to share eye-opening stories …
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#532: Fan Favorite - 7 Mistakes Dentists Make That Ruin Retirement – Episode 298 35:05

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Enjoy a replay of another one of our most popular Dentist Money Show episodes. According to tradition the seven deadly sins that keep you from reaching heaven are: envy, gluttony, greed or avarice, lust, pride, sloth, and wrath. And the seven big mistakes that can wreck a dentist’s retirement can be just as financially deadly to your net worth. On …
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Transforming Wealth Management: How Facet Skyrocketed from $2 Million to $40 Million in Revenue with Organic Growth 26:07

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Dive deep into the learnings and strategies behind Facet’s incredible journey from a humble $2 million to now $40 million in revenue—all achieved through pure organic growth. Join our host, Meg Carpenter, CEO and Co-Founder at Ficomm, as she sits down with Facet's CEO and Co-Founder, Anders Jones, and President and COO, Shruti Joshi. Together, we l…
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How Real People Become Millionaires 23:31

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Get your journey off to a great start with our complimentary financial resources: https://www.modwm.com/education-center/ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3W1x1PL Meet with Us: https://bit.ly/3VZfp76 Should I Get Out of Debt B…
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Sunday, June 30th. Don't invest your politics 55:51

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Seeking clarity. Did the debate clear ANYTHING up? PCE came in as expected...what was the market reaction? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the 4 types of retirees, what NOT to do when retirement planning, and a look at HENRY's (High Earners, Not Rich Yet). We'll also spend some time with Jeff Pierce, new p…
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Saturday, June 29th. Inflation: Price wars ahead. 33:36

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Crunchy chips? Nvidia couldn't stay King of the Hill. And what's the latest PCE number mean for the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. We'll cover steps to consider when selling a business---and meet Jeff Pierce, the new president and COO of Annex Wealth Management (don't worry, Dave Spano isn't going anywhere).…
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#531: Two Cents 6/29 - IRS Penalties; Tax Planning; Taylor Swift's Impact on the Economy 40:32

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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Victoria, and Rabih give updates on inflation and underpayment penalties from the IRS. They talk about the importance of proactive tax planning and working with a proactive CPA to avoid underpayment penalties, and emphasiz…
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5 Wealth-Building Challenges 23:03

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5 Wealth-Building Challenges Get your journey off to a great start with our complimentary financial resources: https://www.modwm.com/education-center/ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/4eQcKnE Meet with Us: https://bit.ly/3XGzA…
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