Strategic Wealth Partners julkinen
[search 0]
Lisää
Download the App!
show episodes
 
Christian Podcast * Generational Wealth * Christian Business & Online Marketing * Kingdom Business Welcome to ”The Gifted Entrepreneur Show”, where we explore the world of Christian entrepreneurship and reveal secrets to unlocking the C.O.D.E.S. to create Generational Wealth. As a Christian entrepreneur, you may have felt like creating wealth was a far-off dream, but we’re here to tell you that it’s possible and within reach. Through case studies and interviews with successful Christian entr ...
  continue reading
 
Artwork
 
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 ...
  continue reading
 
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 ...
  continue reading
 
Artwork

1
Capitalist Investor

Strategic Wealth Partners

Unsubscribe
Unsubscribe
Viikoittain+
 
Check out the "Capitalist Investor" podcast where hosts Derek, Luke and Tony break down complex financial topics and recent market trends with a sharp eye. This podcast is all about getting into the nitty-gritty of things like stock buybacks, tax policies, meme stocks, and a whole lot more. The guys aren’t just brains; they keep things light with a great mix of deep dives and easy banter that keeps you hooked and learning. Whether they’re chatting about Warren Buffett’s latest strategies, ho ...
  continue reading
 
Artwork

1
Advisor Talk with Frank LaRosa

Elite Consulting Partners

Unsubscribe
Unsubscribe
Viikoittain
 
Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
  continue reading
 
SpeakerTunity Speaker Relations & Business Development Director and Six-Figure Speaker Spotlight podcast host, Kelley O'Hara is an expert in helping entrepreneurs, business leaders, coaches, speakers, authors, and messengers connect with their target audience and find more speaking opportunities to grow their business and build their personal brand. Kelley mentors established and emerging speakers to leverage SpeakerTunity's resources to increase their visibility and reach more stages. She i ...
  continue reading
 
Artwork

1
The Wealth Report

CK McWhorter

Unsubscribe
Unsubscribe
Päivittäin+
 
C.K. McWhorter is the Chairman & CEO of CTRL USA™, an American based private investment company operating within a variety of sectors ie. : (private equity, real estate, acquisitions & etc.). Not only is Mr.McWhorter a successful CEO at the age of 29, but he is also a multi millionaire that created his wealth by investing in a variety of sectors including the stock market and etc C.K. McWhorter is an American businessman, investor & philanthropist. Mr. McWhorter partners with world renown en ...
  continue reading
 
Artwork
 
Financial advisors want to build a scalable practice but aren’t always sure what to do next. Welcome to Wealth@Work, the podcast designed to help advisors think, make decisions, and cast a vision to create a business for the future.Join Ross for weekly conversations with successful financial advisors and the industry and business experts they partner with. Find out what the best advisors are thinking about and what actions they are taking right now to grow their firms. Learn to “questionstor ...
  continue reading
 
Viim, CEO and Passion on Purpose; Leaders on Center Stage podcast host Steph Hilfer. She previously hosted, The Weekly Share with CayCare, discussing with her guests their businesses and other industry specific topics of discussion. She's been on more than 20 podcast guest appearances herself. Her company, Viim is your visual, integrated and intentional marketing partner. They help you think bigger and envision new levels of success through strategic planning to enhance your overall business ...
  continue reading
 
Artwork

1
The Lawyer's Money Show

Todd Whatley and Ian Weiner

Unsubscribe
Unsubscribe
Kuukausittain+
 
The Lawyers Money Show" is your go-to podcast for mastering the dual arts of law firm management and personal financial acumen. In each episode, our hosts Ian Weiner and Todd Whatley delve into the practical aspects of running a successful legal practice, from optimizing operational efficiency to innovative client engagement strategies. We also zoom in on the personal financial management of law firm owners and partners, offering insights on wealth building, tax planning, and retirement stra ...
  continue reading
 
Artwork
 
Seyla and Aileen Prak from Bonavest Capital interview top experts in the Real Estate business on their journey and how they’ve been able to achieve massive success. Whether you are an active investor or passive investor, we hope to provide valuable resources to you to use in your own real estate investing journey in order take massive action to build true wealth and achieve the lifestyle and happiness you dream of. Our guests will share their real estate investing stories, how they got start ...
  continue reading
 
Artwork

1
Beyond Finances

Eric Roberge, CFP & Beyond Your Hammock

Unsubscribe
Unsubscribe
Kuukausittain
 
Beyond Finances provides motivated professionals with young families with new ideas and perspectives on how to use money and strategic financial planning to get more of what you want from life. Each episode features real, direct, and nuanced conversations about the challenge of planning for the long-term - while we live in the here and now. The podcast seeks to go beyond basic financial advice, rules of thumb, and spreadsheet math to help listeners think more deeply and clearly about how to ...
  continue reading
 
Artwork
 
Welcome to the PLMR Podcast, where we review the major talking points in Westminster. Tune in for key insights from our team of experts. Our team of experts has worked at the highest levels of media and politics. It contains former Special Advisers and senior civil servants, backed by a wealth of strategic communications and campaigning experience including ex-heads of NGOs, former national journalists, and PR and public affairs consultants, consistently recognised as some of the best in the ...
  continue reading
 
Artwork

1
Star Mountain Capital

Star Mountain Capital

Unsubscribe
Unsubscribe
Kuukausittain
 
Founded in 2010, Star Mountain Capital is a specialized investment firm focused on the large and fragmented North American lower middle-market. Star Mountain manages ~$4 billion of AUM (committed capital including debt facilities as of 2/29/24) through customized and commingled funds for some of the world’s most sophisticated investors, including individuals, family offices, insurance companies, wealth managers, endowments / foundations and pension plans. Star Mountain’s specialty is helping ...
  continue reading
 
The Deal Flow Channel from Alpha Dog Capital brings investment and business deals to you from industry experts and deal makers. From real estate to health care, crypto, cannabis, and NFT's, learn about the deals first hand from guests who are creating business and investment opportunities and find out how you can participate. #alphadog
  continue reading
 
In today’s fast-paced world, keeping up our businesses in an ever-changing environment can be troublesome, even for elite brand leaders. Welcome to Brand Enabled! This show brings together the most sophisticated brand leaders around the world to discuss the complex issues they face on a day-to-day basis. Each episode delves into a specific brand challenge, and how the problem was solved. Our goal is to provide insight, remind you that you are not alone in the challenges you face, and help yo ...
  continue reading
 
Loading …
show series
 
Today’s show highlights include: How complacency creates a cycle that stops your business from advancing. The hidden dangers of working for a “neutral” firm and how it can limit your success. A growing trend of firms driving a wedge between financial advisors and their clients. Why the advisor-client relationship holds more value than the firm-clie…
  continue reading
 
In the most recent episode of the Capitalist Investor, hosts Derek, Tony, and Luke dive into several compelling topics that are capturing the attention of investors and the general public alike. Here’s a breakdown of the five hot topics discussed: 1. The Presidential Debate: Key Takeaways and Market Implications The episode kicks off with a lively …
  continue reading
 
Welcome back, listeners! This week's episode of the Capitalist Investor featured Diamond Hands Derek and Cool Hand Luke, who took the current chill in the air as an opportunity to dive into the intricacies of financial planning. With football season casting a refreshing aura around, Derek and Luke expertly weaved through essential components of fin…
  continue reading
 
We’re excited to feature this week’s guest, Rebekah Taylor, and her expertise in passive investing as a limited and general partner! Rebekah talks about how she started her journey from tech to real estate investing, built her skills in multifamily syndications, and now helps other investors grab the same opportunities from the multifamily space! K…
  continue reading
 
In this episode we talk discuss practical strategies to Prime Yourself to Achieve Your Sales Goals. Gone are the days of falling short, feeling stuck, and motivated when it comes to sales. We go deep on: Reframing Your Perspective around sales Establishing success habits Becoming a person of value Practicing gratitude with an affirming "why stateme…
  continue reading
 
In the latest episode of the Capitalist Investor podcast, hosts Derek and Luke discussed several important financial and investment-related topics that can help you make informed decisions. Here are the five hot topics discussed in this episode: 1. Peloton's Financial Struggles Peloton, once a pandemic success story, is now facing financial hardshi…
  continue reading
 
Did you know that 92% of entrepreneurs have fallen off of their goals by now, and only 8% are still on track? And have you ever wondered what's the secret sauce that keeps that 8% going strong even though the journey feels a bit weary at times? In today's Prayers For Your Business I share practical tips to help you finish the year strong by "Embrac…
  continue reading
 
Today’s show highlights include: Why forward-thinking is a must-have skill for financial advisors. The unexpected financial insights we can learn from hip hop stars. How leveraging Instagram and TikTok can drive engagement with younger audiences. The nuances of entrepreneurship that are often overlooked. How creative marketing techniques can make f…
  continue reading
 
In the latest episode of the Capitalist Investor hosts Derek and Luke cover a range of pressing issues affecting both the market and the broader economic landscape. From seasonality in the stock market to the global economic outlook, the discussion is packed with valuable insights. Seasonality and Market Trends One of the main focuses of this episo…
  continue reading
 
In this insightful episode of the Capitalist Investor, Derek, Luke, and Tony dive into essential aspects of financial advising and investment strategies. Here are the five hot topics they explored: 1. The Importance of Aligning with an Advisor’s Values and Beliefs Luke opens the discussion by stressing the importance of finding a financial advisor …
  continue reading
 
This week’s episode with Matt Durrette delves deeper into the essential aspects of a flourishing vacation and short-term rental business! Matt talks about how they serve investors and anyone who wants to get involved in the Airbnb space, its operational and financial side, and more you should know about this investment strategy. Tune in because you…
  continue reading
 
In the latest episode of the **Capitalist Investor** podcast, Tony, Luke, and Derek delve into a series of pressing issues that are making headlines and sparking debate in both the financial and political arenas. Here are the five hot topics they covered: 1. Mark Zuckerberg and Government Censorship The episode kicked off with a discussion about Ma…
  continue reading
 
Who's Your Naomi: Identify Your Power Partner in Business EVENTS: GROWTH ALLIANCE CENTER learn more → www.growthalliancecenter.com The GAC is a Premier Business Network that provides a hybrid experience of masterminds, collaboration, coworking, and business strategy with high-achieving business leaders who are elevating one another through reciproc…
  continue reading
 
This podcast features Nandan Sheth, CEO at Splitit, a financial technology company that powers the next generation of Buy Now, Pay Later (BNPL) through their merchant-branded Installments-as-a-Service platform. Splitit solves the challenges businesses face with traditional BNPL by unlocking BNPL at the point of sale for card networks, issuers and a…
  continue reading
 
Your host, Kelley O'Hara, talks with the Owner of Hockett Tax, Jeff Hockett. Jeff's journey began in high school, where his involvement in speech and debate sparked an interest in accounting and business. This early passion led him to pursue a career in tax preparation, where he spent over 20 years helping clients navigate the complexities of the t…
  continue reading
 
Prayers For Your Business: RENEWING YOUR VISION! EVENTS: GROWTH ALLIANCE CENTER learn more → www.growthalliancecenter.com The GAC is a Premier Business Network that provides a hybrid experience of masterminds, collaboration, coworking, and business strategy with high-achieving business leaders who are elevating one another through reciprocity and p…
  continue reading
 
Today’s show highlights include: Why recording video content is becoming more accessible for financial advisors. The significance of having various digital touchpoints for client engagement. Addressing why in-person events are a growing trend in financial services. The benefits and pitfalls of using AI for visual versus written content. How prospec…
  continue reading
 
In the most recent episode of The Capitalist Investor, hosts Derek and Luke tackled several pressing issues impacting the housing market and broader economic landscape. 1. Government Interventions in the Housing Market Luke and Derek dive deep into the implications of government intervention in the housing market, particularly critiquing a proposed…
  continue reading
 
Your host, Kelley O'Hara, talks with the Founder of Ideal Wealth Grower, Axel Meierhoefer. Axel's journey from an illustrious career in the Air Force to becoming a powerhouse in real estate investment is nothing short of inspiring. His 22-year career in the Air Force taught him adaptability and resilience. Moving from one service station to another…
  continue reading
 
Want to learn how to kickstart your real estate investing journey and earn passive income from turnkey rentals? Don’t miss out on listening to this week’s guest, Zach Lemaster! We’ve invited Zach to share his success in the investing space, particularly in turnkey rentals and out-of-state investing, his expertise in identifying deals and making the…
  continue reading
 
A VISION FULFILLED (Big announcement) In today’s episode I share my story of where I started 9 years ago and the testimony of how that vision is being fulfilled in this season. The doors that God is opening in this season is truly a testament of His faithfulness to fulfill His purpose and plans. I pray that as you listen to this episode you will be…
  continue reading
 
In the latest episode of the "Capitalist Investor" podcast, hosts Derek and Luke dive deep into the nuances of retirement planning, with a special focus on target date mutual funds. 1. Target Date Mutual Funds: An Overview The episode kicks off with Derek and Luke explaining what target date mutual funds are. These funds, offered by financial custo…
  continue reading
 
Your host, Kelley O'Hara, talks with the Founder, Performance Coach, and Professional Speaker of Performance Mindset Coaching, Aaron Trahan. Aaron's journey into leadership began unexpectedly. Thrown into a leadership role at a high-growth company at a very young age, Aaron faced a sink-or-swim environment. This early experience taught him the impo…
  continue reading
 
On August 16, 2024, Presidential candidate Kamala Harris released details of her economic and tax plan. Bob Keebler analyzes the estate and gift tax proposals contained in the proposed American Housing and Economic Mobility Act of 2024. In this video, we will break down the income and estate tax considerations of her proposal. We will discuss: ➡️ E…
  continue reading
 
Are you focusing your time, talent, and resources in places that will increase your influence, impact and income? Or are you spreading yourself thin serving people that are not your assignment, thereby limiting the impact of your influence. In today’s episode we talk about how “being the yeast” in your business can increase your influence. Tap in a…
  continue reading
 
Today's show highlights include: *The distinction between working on your business versus working in your business and why both are crucial. *How quarterly check-ins can effectively keep your business aligned with its goals and drive continuous improvement. *Strategies for leaders to encourage growth by challenging employees and embracing discomfor…
  continue reading
 
In the latest episode of "The Capitalist Investor," hosts Luke Lloyd (Cool Hand Luke) and Derek (Diamond Hands D) dive into some of the most pressing issues in the current economic landscape. With Tony out on assignment, it was an engaging and insightful dialogue between the two hosts covering a multitude of topics that could significantly impact t…
  continue reading
 
1. Divide and Conquer: Luke and Tony discuss the importance of dividing responsibilities between spouses, especially when approaching retirement. This strategy can help couples manage their tasks more efficiently and reduce stress. 2. Maximizing Retirement Contributions: The hosts emphasize the significance of contributing to both spouses' IRAs or …
  continue reading
 
Your host, Kelley O'Hara, talks with the Franchise Consultant of International Franchise Professionals Group, Greg Mohr. Greg's foray into the business world began in high school with a job at Taco Bell. This seemingly mundane start was pivotal, as it introduced him to the world of franchising under the mentorship of Cathy, a master franchisor who …
  continue reading
 
Dive into another episode packed with knowledge this week about commercial real estate investing with Michael Roeder! Mike discusses the reason for shifting from single-family to multifamily investing, his current focus markets and what makes them ideal for investment, valuable advice for acquiring and financing deals, and how to be an effective pa…
  continue reading
 
1. Rising Bankruptcy Rates: While still below pre-Covid levels, bankruptcies have increased by 16% year-over-year, with small business bankruptcies up a staggering 60%. The rate of change is alarming and may signal future economic troubles. 2. Notable Bankruptcies: The hosts discussed several high-profile bankruptcies, including Red Lobster, which …
  continue reading
 
Your host, Kelley O'Hara, talks with the Founder, Keynote Speaker, Trainer, and Facilitator of Enlivened Speaking Institute, Miroslav Petrovic. Miroslav's journey into public speaking began with overcoming significant personal challenges. As a refugee from former Yugoslavia, he arrived in Australia unable to speak English and developed a stutter. H…
  continue reading
 
Today’s show highlights include: *Reevaluating the traditional 9 to 5 work week, and how one must begin to acknowledge that their goals will only be achievable if they put in the extra effort that is required. *A discussion on why the adage "actions speak louder than words" holds true in achieving success and making a meaningful impact in the finan…
  continue reading
 
1. Rising back-to-school costs: Back-to-school spending has increased significantly, from around $26 billion in 2019 to about $38 billion today, with the average cost per parent being around $850. This increase is attributed to inflation, which has been around 8% annually over the past five years. 2. Social pressure on students: Due to the influenc…
  continue reading
 
In this episode of Capitalist Investor, hosts Tony Tiger and Cool Hand Luke dive into a range of engaging and at times provocative topics affecting today’s financial landscape. Here are the five hot topics they discussed: 1. Government Officials and Tax Inefficiency Tony and Luke explore the apparent disconnect between government officials' persona…
  continue reading
 
Your host, Kelley O'Hara, talks with the Owner of CapForge Bookkeeping & More, Matt Remuzzi. Matt's entrepreneurial journey began with a clear vision of owning his own business. His transition from small business consulting to a specialized focus on bookkeeping and accounting services highlights the importance of making strategic decisions early on…
  continue reading
 
Have you ever thought of house flipping as your next investment strategy in real estate? If so, you must listen to this episode with a flipping expert, Roger Blankenship! Roger joins us this week to delve into his recommendations for finding, acquiring, and financing deals, flipping properties more profitable and efficiently, his insights on today’…
  continue reading
 
Welcome back, Capitalist Investor listeners! In today's episode, Tony the Tiger and Cool Hand Luke dive deep into some compelling economic topics that are sure to spark your interest. Here's a recap of the five hot topics discussed in this episode. 1. Inflationary Fears and Presidential Policies The primary focus of today's episode centers around a…
  continue reading
 
Welcome back to another episode of the "Capitalist Investor," where Tony and Luke dive into some of the most pressing financial topics that keep investors on their toes. Episode 8-8 was nothing short of insightful, featuring an in-depth discussion on the ongoing market turmoil and various global economic trends. Here are the five hot topics that ou…
  continue reading
 
Your host, Kelley O'Hara, talks with the Global Credibility Expert, Evangelist, Keynote/Commencement Speaker, Consultant, Author, Mitchell Levy. Mitchell's story is one of transformation and relentless pursuit of clarity and improvement. From a struggling high school student to a successful entrepreneur, Mitchell's journey is a testament to the pow…
  continue reading
 
Today we are celebrating 100 EPISODES!!! There's no better time than to talk about The Power of Kingdom Alliances! Over my 9 years of being in business one thing I've learned is there truly is power in Kingdom Alliances! The right alliances can make your business go further faster. In this episode I walk you through an activation to help you examin…
  continue reading
 
Today’s show highlights include: *The impact of ongoing acquisitions on independent financial advisors' sense of control over their businesses. *Strategies and advice for advisors feeling disempowered by decisions made for their businesses. *Recognition of the enduring value and strengths of smaller independent firms amidst the acquisition trend. *…
  continue reading
 
1. Trump's Pro-Crypto Stance The hosts discuss President Trump's recent statements at a crypto convention, where he expressed his love for crypto and his intention to fire SEC Commissioner Gary Gensler. Trump plans to establish a crypto advisory council and aims to make the United States the crypto capital of the world. 2. Crypto Adoption Among Ame…
  continue reading
 
Your host, Kelley O'Hara, talks with the Co-Founder of Play A Bigger Game, Markus Kaulius. Marcus shared his personal journey of overcoming a challenging upbringing and deciding to change his story, encouraging listeners to embrace their uniqueness and not be afraid to stand out. To build self-confidence, start your day with positive affirmations, …
  continue reading
 
How will you thrive in commercial investing amidst a changing real estate market and economic condition? Let’s welcome Dennis Cisterna III in this week’s episode, sharing his journey from the residential to the commercial side of the business! Dennis shares his perspectives on the current situation of the housing and real estate market, the advanta…
  continue reading
 
1. Scattered investment accounts. Having old 401ks and IRAs in many different places, often not properly invested, is a common problem. This makes it difficult to have a coordinated investment strategy. 2. Mismatched risk tolerance. Many people believe their investments are more or less aggressive than they actually are. Analyzing the underlying ho…
  continue reading
 
Loading …

Pikakäyttöopas