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News, planning insight, and forward thought on the economy, markets, and wealth management.
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Join the members of the Annex Wealth Management Investment Team as they discuss the Strengths, Weaknesses, Opportunities, and Threats in the markets and economy.
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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.
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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.
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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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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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The Dentist Money Show | Financial Planning & Wealth Management
Dentist Advisors - Financial Planning and Investment Management
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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.
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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.
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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 ...
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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。
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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 ...
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America's Wealth Management
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Welcome to the Minority Wealth Management podcast!
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Galvez Wealth Management LLC discuss real estate, finance, life lessons and every now and then some shenanigans.
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A discussion of market conditions and investment strategy.
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Kevin Bruce, CFA, CFP® looks at the world of personal finance, investing and retirement planning from a biblical perspective and provides education and opinion.
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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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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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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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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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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 ...
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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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Forthlane Features: Conversations on Global Wealth and Asset Management
Forthlane Partners, Stories and Strategies
16
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 ...
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Breaking Cycles and Finding Meaning Through Nature with Bridget Crocker, Author of "The River's Daughter"
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Today, we're joined by Bridget Crocker, Adventure Travel Writer and Author of "The River's Daughter," to talk about her journey from growing up along the Snake River in Jackson Hole, Wyoming, to becoming an international river guide and writer. Bridget explores how nature, adventure, and personal reflection shaped her understanding of true wealth —…
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Sunday, December 14th. Fed Pause, Markets Buzz.
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The Fed cut rates but signaled it’s ready to hit pause for a while. In our Week in Review, Dave Spano and Brian Jacobsen break down why their upbeat tone on productivity could make their job easier, what the board’s mindset might be, and why market expectations for 2026 cuts are already taking shape. Plus, we discuss the confusion around balance sh…
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#719: Two Cents of 12/13 - New Fed Projections; SAVE Plan Update; Shifts in the Dental Workforce
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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 of Dentist Money's Two Cents, Matt, Taylor, and Rabih break down the Federal Reserve's latest projections, what slower GDP growth means for interest rates, and how current economic conditions affect the dental industry. They also…
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Saturday, December 13th. Markets React, Fed Reflects.
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33:59
The Fed trimmed rates but hinted it’s ready to pause for now. In our Week in Review, Dave Spano and Brian Jacobsen dive into why a brighter outlook on productivity could ease the Fed’s path, what the latest board moves reveal, and why markets are already talking cuts in 2026. We’ll also discuss the buzz around balance sheet changes. Also, practical…
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Planning Ahead as an Act of Love: Jennifer McConnell on Legacy & Succession
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In this episode of Everlake, John McNicholas sits down with Jennifer McConnell of LivingLegacy.ie to explore a topic most of us avoid, but all of us will face: advanced planning, succession, and the legacy we leave behind. Drawing on an extraordinary career that spans crisis management in Haiti, humanitarian work in Papua New Guinea, and leadership…
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From experience to impact: A leader's journey | Your Life Simplified
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Leadership isn't defined by a job title—it's shaped by the experiences, values and people who influence our path. In this episode, host and senior wealth advisor Whitney Reagan sits down with Mariner's Chief Investment Officer, Katrina Radenberg, for a candid conversation about mentorship, growth and authenticity. Together, they explore the moments…
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Relative Return Insider: RBA holds, Fed cuts and Santa's set to rally
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In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver unpack the RBA's decision to keep the cash rate on hold in the face of rising inflation and whether the governor's hawkish tone is a sign of things to come. Oliver also explains the Fed's move to cut rates for the third time, which he characterises as "…
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19. Cresset Capital’s Playbook for an AI-Driven Future
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Cresset’s growth story took a sharp turn this past year when nearly half of their web search leads began arriving through AI engines instead of Google. That shift came from years of building a digital marketing infrastructure that could adapt quickly, a clear client archetype, and a leadership team willing to test new channels long before they’re m…
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Hosted by Jacob Johnson, Assistant Research Analyst.Annex Wealth Management tarafından oluşturuldu
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After the Entrepreneurial Exit: A Conversation with Sanjay Malaviya
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What happens after a founder steps away from the company they’ve built from the ground up? Vanessa Hui sits down with Sanjay Malaviya, founder and former CEO of RL Solutions, for a candid conversation about the realities of building, exiting, and reimagining life after nearly two decades of building a company. Sanjay reflects on RL Solutions’ growt…
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Wealth Management Invest: Ramping Up ETF AUM with AllianceBernstein’s Onur Erzan & Noel Archard
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In this episode of Wealth Management Invest, host David Bodamer speaks with two AllianceBernstein executives: Onur Erzan, head of Global Client Group and Private Wealth, and Noel Archard, CFA, global head of ETFs and Portfolio Solutions. The duo shares insights on the growth of AllianceBernstein’s active ETF platform, the increasing integration of …
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#718: A Decade of The Dentist Money Show: 10 Principles That Still Matter
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On this special 10-year anniversary episode of The Dentist Money Show, Matt, Ryan, Will, Jake, Taylor, and Rabih revisit the 10 core financial principles that we still believe in today. They break down why many dentists still feel stressed even after hitting their income goals, how rising targets can create new layers of pressure, and why true sati…
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Sunday, December 7th. Slippery Conditions Ahead.
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Dave Spano and Brian Jacobsen unpack a week full of conflicting economic signals, from strong holiday spending to softer manufacturing data and surprising labor numbers in our Week in Review. They also take a closer look at tariff discussions, political currents heading into the mid-terms, stress points for retailers and small businesses, a standou…
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#717: Two Cents of 12/6 - New Economy in 2026?; Are Home Prices Ever Coming Down?; Crypto Trends
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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 of Dentist Money's Two Cents, Matt, Jake, and Rabih break down key economic predictions for 2026 and highlight the possibility of a "new economy" marked by steady growth, stable interest rates, and consumer spending. They also ta…
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Saturday, December 6th. Dollar Store Domination.
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Dave Spano and Brian Jacobsen walk you through a week where strong shopping meets mixed economic news in our Week in Review. They also cover tariff updates, election stories, challenges facing retailers and small businesses, a big moment in charitable giving. Later, trending discussions about equity compensation and planning for solo aging.…
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Relative Return Insider: GDP rebounds and housing squeeze getting worse
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In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver discuss the September quarter GDP figures, which show Australia's economy regaining momentum, with annual growth lifting to 2.1 per cent, the fastest pace in two years, despite a softer-than-expected 0.4 per cent quarterly print. Oliver explains that he…
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Redefining Entrepreneurship in the Age of AI with Scott Austin of JadePuma
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Scott Austin, Owner of JadePuma, joins us to share his journey from military service to entrepreneurship and how his broad experiences across industries and countries shaped his outlook on technology, leadership, and fulfillment. He reflects on the evolution of his career from early days at Microsoft to launching his own ventures, and the philosoph…
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#716: Taxes 101 for Dentists: Build a Year-Round Plan That Works
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On the fourth episode of a 5-part tax series of the Dentist Money Show, Tom Whalen, CPA joins Matt to break down why proactive, year-round tax planning is one of the most powerful tools dentists have for reducing stress and maximizing wealth. They explain the difference between playing offense and defense with your taxes, highlighting the common mi…
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Hosted by Derek Felske, Chief Investment Officer.Annex Wealth Management tarafından oluşturuldu
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Sunday, November 30th. Santa Rally and Strategy.
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This week’s Week in Review covers major political developments, including President Trump’s upcoming visit to Beijing and the launch of the Genesis Mission, along with fresh data on growth, confidence, inflation, and business sentiment. Dave Spano and Brian Jacobsen also break down standout corporate stories, shifting consumer trends, and the key e…
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#715: Two Cents of 11/29 - Is Pumpkin Pie Out?; The Cost of Thanksgiving Dinner; Black Friday & Consumer Spending
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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 of Dentist Money's Two Cents, we have a Thanksgiving panel with Matt, Will, Jake, Lauren, and Rabih to reflect on the holiday, share timely market updates, and break down the shifting costs of a classic Thanksgiving dinner. They …
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Saturday, November 29th. Seasonal Stocks and Strategy.
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This week’s Week in Review covers major political moves, from President Trump’s planned trip to Beijing to the launch of the Genesis Mission and the latest readings on growth, confidence, inflation, and business sentiment. Dave Spano and Brian Jacobsen also unpack notable corporate stories, evolving consumer behavior, the data to watch in the week …
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Relative Return Insider: US shares rebound, CPI spikes and super investment
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In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver discuss the latest shock consumer price index numbers, which rose to 3.8 per cent in October, as well as the shifting US market and calls for super funds to invest in infrastructure projects. As US equities swinging sharply before rebounding and AI-driv…
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#714: Red Flags Every Dentist Should Know Before Investing
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On this episode of The Dentist Money Show, Matt and Will break down how dentists can spot the warning signs before putting their money on the line and explain why clever sales pitches can make risky deals look appealing. They share how dentists can see past the hype by evaluating the real business model behind an investment and recognizing when exc…
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In our new TL;DR series episode, Jake reads his blog post where he explains that dividends are periodic payments made by companies to shareholders. He emphasizes that while dividends may feel like "free money," they're actually a return of the company's capital rather than pure profit, meaning your overall wealth may not increase simply by receivin…
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How are tariffs and tech earnings shaping market turmoil right now? Hosted by Jacob Johnson, Assistant Research Analyst.Annex Wealth Management tarafından oluşturuldu
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Sunday, November 23rd. Big Moves, Small Signals.
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Dave Spano and Brian Jacobsen unpack everything from tariff-driven grocery relief to the mixed signals shaping the economy as we head into the holidays. They’ll sort out what’s important now, and what could be coming next. We’ll also look at how parents can create a clear plan to help their kids pay down student loans. And later, the smart end-of-y…
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#712: Two Cents of 11/22 - Market Drama; Colorado DSO Fraud; 2026 Retirement Contributions
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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 of Dentist Money's Two Cents, Matt and Rabih talk about the recent spike in market volatility and discuss how rising umemployment could influence future interest rate cuts from the Federal Reserve. They also talk about a real-wor…
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Saturday, November 22nd. Costs Down, Questions Up.
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Dave Spano and Brian Jacobsen break down everything from tariff-driven grocery relief to mixed economic signals heading into the holidays for the Week in Review. They’ll help make sense of what matters now, and what might matter next. We also talk about how parents can build a real plan to help their kids tackle student loans. And later, smart end-…
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#711: Why Most Dentists Hire Wrong and How to Fix It
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On this episode of The Dentist Money Show, Bryton Nield and Bob Spiel from Hiring Pros join Matt to unpack what it really means to hire with intention. They dive into why so many dentists struggle with hiring, how poor decisions can impact team culture and stress levels, and what steps practice owners can take to build a strong, cohesive team. They…
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Hosted by Jason Cooper, Director of Equity Research.Annex Wealth Management tarafından oluşturuldu
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From IPOs to Inner Purpose: Redefining Success with Stephen George of Amaze
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Stephen George, Co-Founder and CEO of Amaze, joins us to share how he's helping creators monetize their passions while staying true to their values. He reflects on his entrepreneurial journey, the lessons learned from building mission-driven businesses, and the importance of connecting purpose with profit. Through his experiences, Stephen offers in…
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Sunday, November 15th. Government funded. For now.
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Mark Beck and Brian Jacobsen break down a jam-packed week of headlines in our Week in Review, from the shutdown delay and shifting tariffs to new housing ideas like portable mortgages. We’ll look at what small businesses and big-name earnings are really telling us as we roll into the holidays, and later we’ll uncover “equity compensation” and wheth…
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#710: Two Cents of 11/15 - End of the Government Shutdown; 50-Year Mortgage?; Pennies Are Canceled
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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 of Dentist Money's Two Cents, Matt, Sean, and Rabih break down the ripple effects of the recent government shutdown. They also talk about the proposed 50-year mortgage, a policy aimed at improving housing affordability but also r…
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Saturday, November 15th. Shutdown over. Will It Last?
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Mark Beck and Brian Jacobsen tackle a busy week of headlines in our Week in Review. Everything from the shutdown delay and shifting tariffs to new housing ideas like portable mortgages. We’ll also dig into what small businesses and big-name earnings are signaling as we head into the holidays. And later, we break down “equity compensation” and wheth…
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Growing forward—insights on leadership and life
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In this inspiring conversation, host Whitney Reagan talks with Mariner's Chief Operating Officer, Cheryl Bicknell, JD, LL.M, explore leadership, growth and the lessons learned along the way. Cheryl shares insights from her path to COO, her approach to leadership, continuous development and the pursuit of one's highest and greatest use, and the valu…
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Relative Return Insider: Economic shifts, political crossroads, and the digital future
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In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver discuss the Reserve Bank of Australia's cautious stance in response to persistent inflation, subdued growth prospects, and political shifts affecting the nation's journey towards net zero emissions. The discussion also looks at the growing role of crypt…
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#709: Why Smart People Struggle with Money Conversations
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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…
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18. Building a Firm That Grows Itself: The Brighton Jones Way
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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…
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