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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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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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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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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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Educating and empowering individuals that want to have more effective engagements with professionals around their financial lives. DISCLAIMER: Information presented is for your educational purposes only and should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before impl ...
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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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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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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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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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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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A discussion of market conditions and investment strategy.
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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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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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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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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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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
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Forthlane Features is a podcast for individuals seeking insights into sophisticated global investment strategies. Through engaging interviews with experts in the wealth and asset management industry, the podcast provides listeners with access to the minds and institutions behind the world’s most sophisticated financial strategies. Forthlane Features is brought to you by Forthlane Partners. Forthlane Partners provides independent wealth and asset management services to ultra-high-net-worth cl ...
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Exploring Human-to-AI Conversations with Kwindla Hultman Kramer of Daily
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We’re joined by Kwindla Hultman Kramer, CEO and Co-Founder of Daily. Kwin shares how his career has been shaped by a love for technology and building real-time communication platforms. He reflects on lessons learned from entrepreneurship, the opportunities and challenges presented by AI, and his perspective on balancing optimism with realism as the…
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Sunday, September 7th. Job growth misses.
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U.S. job growth slowed in August, reflecting a weakening labor market, with a net loss of 13,000 jobs reported in June. Join Dave Spano and Brian Jacobsen for our Week-in-Review. Also on today's show: exploring the stages of retirement, supporting adult children, and key retirement planning tips—three things to do now and three things that can wait…
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#685: Two Cents of 9/6 - Stability of Current Economy; Should You Buy A Lottery Ticket?; Why Is Timing Everything?
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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 talk about the stability of current economic data to the transformative power of AI on productivity and jobs. They explore the complexities of lottery winnings, investment tim…
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Saturday, September 6th. Hiring stalls.
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Revised figures show a summer slowdown, with 13,000 jobs lost in June. What's that mean? Dave Spano and Brian Jacobsen break it down in their Week-in-Review. Also on the show, High Net Worth families aren't immune to unexpected cash flow challenges—learn what’s driving these issues and how to address them. Plus, Deanne Phillips examines the growing…
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Relative Return Insider: Is Australia’s economic bounce for real?
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In the latest episode of the Relative Return Insider, host Maja Garaca Djurdjevic and AMP’s chief economist Shane Oliver unpack the surprising twists in the Australian economy, diving into the latest GDP numbers, what’s really driving consumer spending, and what it all means for the Reserve Bank’s next moves. Australia’s economy showed unexpected r…
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You can't eliminate risk, only decide which ones to take
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Risk functions like energy—it cannot be created or destroyed, only converted from one form to another, which means you're always choosing which risks to take rather than eliminating risk entirely. • Risk does not equal return—it equals the possibility of more return • Standard deviation and volatility metrics capture only one dimension of risk • "S…
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Hosted by Matt Morzy, Director of Researchبقلم Annex Wealth Management
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Wealth Management Invest: How MAI Capital Approaches Private Markets with Ben Sayer
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In this episode of the Wealth Management Invest Podcast, host David Bodamer interviews Ben Sayer, managing director and head of the alternative investments group at MAI Capital Management. Ben shares insights on MAI’s longstanding approach to private markets, the rise of evergreen structures, and the operational challenges of managing illiquid asse…
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What does it mean to liberate greatness—and how can reflection, coaching and self-awareness help you get there? Whitney Reagan, senior wealth advisor, and Teresa Carey, executive leadership coach and author of The Way to Wisdom: A Leader's Weekly Guide, talk about how to tap into your strengths, find your genius zone and lead with purpose.…
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How EP Wealth Advisors Scaled to $32B Without Losing Its Soul
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Some leaders double down on control as their firms grow. Brian Parker did the opposite—he fired himself. Why? Because he understood the job of building a business wasn’t the same as running it at scale. That one decision helped transform EP Wealth Advisors from a modest financial planning shop into a $32B firm with 20,000+ clients. But the real sto…
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Relative Return: How fixed income got its defensiveness back
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In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital Management, to discuss the evolving fixed income asset class, his sector preferences, and the RBA’s rate-cutting policy. Listen as they discuss: The defensive characteristics of fixed income. Market volatility triggered by US President…
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#684: Why Exit Planning Should Start Long Before You Sell
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On this episode of The Dentist Money Show, Sara Stock from Stock Legal joins Ryan to discuss practical strategies for growing — and eventually exiting — a dental practice. Sara introduces the "crawl, walk, run" approach and how phantom equity can help test a partnership before committing to full ownership. They talk about why every purchase should …
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IFA: The need for legislative and regulatory improvements to the CSLR with David Berry
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In the latest episode of The ifa Show, host Keith Ford sits down with David Berry, inaugural CEO of the Compensation Scheme of Last Resort, to unpack the challenges of protecting investors when financial advice goes wrong. They discuss high-profile failures like Dixon Advisory, Shield, and First Guardian, and the legislative and regulatory changes …
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#683: Selling your Dental Practice? Here’s What You Need to Know
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In our new TL;DR series episode, Jake reads his article where he breaks down some essential steps dentists should take when preparing to sell their practice. From organizing financial statements and patient records to gathering staff documentation, lease agreements, and legal paperwork. He highlights how preparation not only streamlines the transit…
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Sunday, August 31st. 'Beat and Raise' momentum.
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Earnings season is wrapping up, and the results are promising. FactSet reports that 81% of S&P 500 companies surpassed earnings expectations, with 58% raising their full-year 2025 earnings guidance. The “beat and raise” trend has been music to investors’ ears. Join Brian Jacobsen for our Week-in-Review, where we break down the latest market insight…
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#682: Two Cents of 8/30 - Politics Influencing Interest Rates; Logo Redesign Disaster; Taylor Swift Moving Markets
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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, Will, and Rabih explore how political pressures may be shaping interest rate decisions. They also discuss Cracker Barrel's logo redesign and how it triggered a decline in its stock price—showin…
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Saturday, August 30th. Glimmers of hope.
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Brian Jacobsen dives into our Week-in-Review, unpacking the latest Q2 GDP revisions that offer hope but reveal clouds behind the silver lining. Despite a slight uptick in new home sales, consumer confidence is waning. The episode also explores the growing trend of claiming Social Security earlier than advised and shares practical tips to protect yo…
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SMSF: Unravelling the new pension rules
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The updated rules on when a pension commences and ceases have created confusion in the SMSF sector. On this week’s episode of the SMSF Adviser podcast, hosts Aaron Dunn and Keith Ford delve into the intricacies of TR2013/5 with Tim Miller, head of education and technical for Smarter SMSF. Miller explains how the revised ruling, which was updated in…
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#681: 4 Money Mistakes Every New Dentist Should Avoid
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On this episode of The Dentist Money Show, Dr. Tony Schicktanz joins Matt to talk about his early years in dentistry—sharing candid stories of financial missteps, mounting debt, and the stress that comes with both. From tracking every dollar to negotiating stronger contracts, Tony shares tips to help new dentists avoid costly mistakes. Whether you’…
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Your money should reflect your values, not random social media advice
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Investment decisions should always be contextual, reflecting individual circumstances, goals, and values rather than following generic advice from social media. One person's ideal investment could be completely inappropriate for another depending on their financial situation, risk tolerance, tax position, and time horizon. • Investing isn't one-siz…
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IFA: The critical role of childhood trauma policies with Trish Gregory
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In the latest episode of The ifa Show, Hayes & Co Insurance Services financial adviser Trish Gregory joins host Keith Ford to explain the importance of childhood trauma policies, how they can help parents through a child’s significant health issues and why more advisers should be keeping them top of mind for their clients. Gregory details the benef…
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Hosted by Ken Bellinger, Research Analystبقلم Annex Wealth Management
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One Plus One Equals Four: The Power of Partnership With Lindsay Droz and Kristi Lord of L’AVANT Collective
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We sit down with Lindsay Droz and Kristi Lord, Co-Founders of L'AVANT Collective, a company redefining luxury in the natural cleaning space. They share how personal motivation, health concerns, and a commitment to aesthetics sparked the creation of their brand. From balancing entrepreneurial grit with family life to championing collaboration among …
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The housing market grapples with low builder confidence due to high mortgage rates and regulatory costs, alongside rising starts, falling permits, and high cancellations. In our Week-in-Review, Brian Jacobsen discusses these housing challenges, followed by separate insights on equity compensation and the rise in 'gray divorce.'…
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#680: Two Cents of 8/23 - Jackson Hole Symposium; Retiring at 55?; Are You Smart Enough To Invest In Private Assets?
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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, Cody, and Rabih discuss the key takeaways from the Jackson Hole Symposium, including Jerome Powell’s latest comments on the economy. They also explore how younger generations are redefining fin…
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Saturday, Augusts 23rd. Powell's swan song
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Jerome Powell’s Jackson Hole remarks sparked expectations of rate cuts, but did data dependency dampen the mood? Brian Jacobsen shares our Week-in-Review. Plus, we explore equity compensation strategies, the rise in gray divorce, and tips for navigating the process.بقلم Annex Wealth Management
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Relative Return Insider: Economic reform wish lists and barriers
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In this week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to dissect the ongoing government economic reform roundtable and reflect on the wish lists of industry stakeholders – and whether there is hope for meaningful reform. Oliver believes the process is more of a good start than a definitive solution, howe…
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#679: Taxes 101 for Dentists: Stop Chasing Deductions, Start Building Wealth
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On the second episode of a 5-part tax series of the Dentist Money Show, Tom Whalen, CPA joins Matt to unpack some of the most common misunderstandings in the world of tax planning for dentists. They explore the trade-offs that come with chasing deductions, the critical role of liquidity, and why long-term wealth building should take priority over s…
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The Real Cost of Franchise Ownership
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Success in business depends on investing in people emotionally, personally, and financially—they don't appear out of thin air and aren't free. Measuring performance is the key to accelerating improvement and business growth. • Mark's journey from McDonald's crew member at age 14 to owning 18 franchise locations • McDonald's financial requirements: …
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IFA: Why advisers need to look beyond investment returns with Thabojan Rasiah
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In the latest episode of The ifa Show, Rasiah Private Wealth founder and principal adviser Thabojan Rasiah joins host Keith Ford to discuss why the self-confessed “investment geek” believes maximising returns shouldn’t be the sole objective of financial advice. Rasiah explains that while investing wisely is crucial, an overly narrow focus on invest…
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Hosted by Chief Economic Strategist Brian Jacobsen.بقلم Annex Wealth Management
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#678: Do You Need a Vacation from Your Vacation?
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In our new TL;DR series episode, Taylor reads his article where he explores why so many people come home from vacation feeling more exhausted than when they left. From the rise of “vacation guilt” to the constant restraint of smartphones, modern travel often fails to deliver true rest. Taylor unpacks surprising stats on how often Americans vacation…
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Sunday, August 17th. Inflation's Down. Will The Fed Cut?
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Inflation seems to have gone down to a manageable level. Does the Fed agree? And does the 4% rule still apply? Business sales transitions are an opportunity to reset your plan.بقلم Annex Wealth Management
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#677: Two Cents of 8/16 - Government Debt; Private Equity in 401(k) Plans; Why Is No One Talking About Bitcoin?
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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 the state of government spending, budget deficits, and what they mean for the economy. They explore the potential risks of private equity entering 401(k) plans, and e…
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Saturday, August 16th. Inflation's Down. Will The Fed Cut?
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Inflation seems to have gone down to a manageable level. Does the Fed agree? And does the 4% rule still apply? Business sales transitions are an opportunity to reset your plan.بقلم Annex Wealth Management
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SMSF: Reform and regulation: the challenges
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Australia is currently grappling with a complex web of regulatory reforms, which has left many advisers in a state of limbo. In this episode of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn discuss the pressing issue of financial advice reform. One of the most troubling issues is in the advice sector, and after nearly three years since …
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Relative Return Insider: RBA finally makes long-awaited cut – what’s next for rates?
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In this week’s episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford take a look at the Reserve Bank’s latest rate cut call, the factors influencing the unanimous decision, and what economists expect from the rest of the year. Following last month’s surprising decision to leave rates on hold, the RBA’s August decision put …
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Why Bitcoin's Scarcity Is Actually Its Greatest Flaw
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Mike Green offers a compelling critique of Bitcoin, revealing how its artificial scarcity creates a system that fundamentally concentrates wealth and power while undermining economic mobility for future generations. • Bitcoin's fixed supply of 21 million coins creates a permanently deflationary environment that makes debt-based economic activity im…
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#676: How to Budget Without Feeling Like You’re Cutting Back
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On this episode of The Dentist Money Show, Matt and Lauren dive into the real reasons budgeting matters—especially for dentists. They explore how personal money experiences shape financial behavior, why so many people avoid looking at their spending, and how social media fuels unrealistic expectations. Tune in to learn some practical steps to track…
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IFA: How financial advisers can grow their reach through social media with Ben Nash
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In the latest episode of The ifa Show, Pivot Wealth founder Ben Nash joins host Keith Ford to break down the secrets to leveraging digital platforms for business growth and client engagement while dealing with the compliance challenges that come with professionals communicating in the digital realm. Nash highlights that his journey into content mar…
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