When a young Eva Kollisch arrives as a refugee in New York in 1940, she finds a community among socialists who share her values and idealism. She soon discovers ‘the cause’ isn’t as idyllic as it seems. Little does she know this is the beginning of a lifelong commitment to activism and her determination to create radical change in ways that include belonging, love and one's full self. In addition to Eva Kollisch’s memoirs Girl in Movement (2000) and The Ground Under My Feet (2014), LBI’s collections include an oral history interview with Eva conducted in 2014 and the papers of Eva’s mother, poet Margarete Kolllisch, which document Eva’s childhood experience on the Kindertransport. Learn more at www.lbi.org/kollisch . Exile is a production of the Leo Baeck Institute , New York | Berlin and Antica Productions . It’s narrated by Mandy Patinkin. Executive Producers include Katrina Onstad, Stuart Coxe, and Bernie Blum. Senior Producer is Debbie Pacheco. Associate Producers are Hailey Choi and Emily Morantz. Research and translation by Isabella Kempf. Sound design and audio mix by Philip Wilson, with help from Cameron McIver. Theme music by Oliver Wickham. Voice acting by Natalia Bushnik. Special thanks to the Kollisch family for the use of Eva’s two memoirs, “Girl in Movement” and “The Ground Under My Feet”, the Sophia Smith Collection at Smith College and their “Voices of Feminism Oral History Project”, and Soundtrack New York.…
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AIO Financial – Fee Only Financial Advisors

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AIO Financial – Fee Only Financial Advisors
Bill Holliday, CFP
Invest for a Sustainable Future
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Podcast Archives - AIO Financial - Fee Only Financial Advisors

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Podcast Archives - AIO Financial - Fee Only Financial Advisors
Bill Holliday, CFP
Invest for a Sustainable Future
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Providing insights and interviews from industry leaders to help financial advisors create quantum growth.
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Elementality for Financial Advisors | Elements Financial Vitals System™

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Elementality for Financial Advisors | Elements Financial Vitals System™
Jordan Haines, CFP®
Join Jordan Haines, CFP® and financial vitals specialist at Elements to explore strategies, principles and frameworks to increase the pace of delivering financial advice to people.
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Kitces and Carl - Real Talk for Real Financial Advisors

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Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
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Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients

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Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients
Dr. Vicki Rackner
Helping financial advisors accelerate their practice growth by attracting, engaging and serving more doctor clients.
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Money Talk 1290- Presented By Arlington Financial Advisors

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 ...
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The Diamond Podcast for Financial Advisors

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The Diamond Podcast for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
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Physician Family Financial Advisors Podcast; Personal Finance for Doctors with Children

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Physician Family Financial Advisors Podcast; Personal Finance for Doctors with Children
W. Ben Utley and Nate Reineke
Are you a dedicated physician mom or dad, striving to balance your practice and family while securing your financial future? With the demands of work and family life, navigating the complexities of investment options, tax laws, and retirement planning can be overwhelming. Join W. Ben Utley and Nate Reineke, seasoned Certified Financial Planner™ professionals, on a mission to empower physician parents like you with the knowledge and tools needed to achieve long-term financial security. Throug ...
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Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World

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Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World
John De Goey
Make Better Wealth Decisions is a weekly exploration of how the financial services industry shifts peoples’ attention to make them more bullish. It involves a risk most people won’t recognize because being optimistic is usually a good thing. We all have biases – and being biased means you’re taking on unique risks that are not always recognized or acknowledged. It’s a perverse problem – how, exactly, does one address biases that are not even recognized? If we can’t (or won’t) acknowledge our ...
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Executive Decisions by SYM Financial Advisors

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Executive Decisions by SYM Financial Advisors
Sarah Delahanty
Hosted by Sarah Delahanty, Executive Decisions is a podcast for business leaders. One thing we all know is that successful executives are in a constant state of learning. Our guests share how their professional and personal roles have evolved over the years, what challenges they have overcome on their path to success, and how they manage the increasing financial complexity of life and work. Sarah Delahanty works for SYM Financial Advisors. All opinions expressed by Sarah or any podcast guest ...
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Podcast by Carson Group
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Podcast by SYM Financial Advisors
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Practical Wisdom from ACP Financial Advisors

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Practical Wisdom from ACP Financial Advisors
Alliance of Comprehensive Planners (ACP)
In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
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Pinnacle Financial Advisors Podcasts

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Pinnacle Financial Advisors Podcasts
Professional Podcasts LLC (www.professionalpodcasts.com)
This is the blog for episodes of the Pinnacle Financial Advisors Podcast. Pinnacle Financial Advisors (http://www.pfacentral.com) is a wealth management and financial advisory firm in Marlton, NJ.
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The EmpowHER Podcast is a platform for women to come together to gain financial insight and strategies with a tribe of brilliant women. CERTIFIED FINANCIAL PLANNER ™️ Michelle Hipskind leads this monthly show. She educates on the many important aspects of financial planning and brings in additional professionals that provide advice in their areas of expertise, giving listeners access to the appropriate professionals that can help solve the problems many women face. In-person events are held ...
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Brewer Consulting Audio: Digital Marketing Strategies and Tactical Practice Management for Fiduciary Financial Advisors

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Brewer Consulting Audio: Digital Marketing Strategies and Tactical Practice Management for Fiduciary Financial Advisors
Patrick Brewer, CFA, CFP
Digital Marketing Strategies and Tactical Practice Management for Fiduciary Financial Advisors.
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This podcast is meant to inform and entertain listeners on the topics of finance, estate planning, taxes, and the beautiful area of Redding, CA and it's people
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Plan for Life with Canby Financial Advisors

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Plan for Life with Canby Financial Advisors
Canby Financial Advisoes
Are you saving enough for major goals like retirement or your children’s higher education? Does your investment strategy align with your financial objectives? Do you have a plan for distributing your wealth to your heirs and favorite causes?Plan for Life with Canby Financial Advisors is a podcast designed to answer these and other questions to help you anticipate and manage financial challenges and opportunities at every stage of your life. In each episode, host Howard Caplan and a member of ...
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Financial Advisors Advantage

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Financial Advisors Advantage
Brett McDonell - Financial Advisor Sales & Marketing Ally
Welcome to the "Financial Advisors Advantage" podcast, a specialized and dynamic audio experience designed exclusively for financial advisors and planners seeking to revolutionize their practices. Hosted by Brett McDonell, a seasoned mortgage loan officer with a distinguished track record, this podcast delves into the core of what makes a successful financial advisor in today's competitive landscape. Why Listen to Financial Advisors Advantage? Unique and Actionable Insights: Each episode is ...
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The Elite Advisor Blueprint®: A Podcast for Financial Advisors

The Elite Advisor Blueprint® is a podcast dedicated to sharing the "blueprint for success" in the independent financial advising world. Based on Brad's decade of experience consulting the top advisors in the US, that could mean doubling your revenue, doubling your vacation, or BOTH! Continuing the successful formula of idea sharing that led Advisors Excel to be the #1 player in its industry, Brad distills the best advice from top thought leaders and applies it to the world of independent fin ...
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Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients

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Financial Advisors: How to Sell to Doctors
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20:12If you're a financial advisor, you market differently to doctors than to business-minded prospects. it's like adjusting your driving habits when you drive in England. In this podcast episode, learn about the "B2D Swap" to conduct business with doctors (b2D) more effectively. Click here to download The 9 Money Mistakes Doctors Make. Click here to do…
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Elementality for Financial Advisors | Elements Financial Vitals System™

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Make Financial Advice More Tangible (Part 2/4) [205]
16:50
16:50
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16:50Jordan explores how to help prospects understand how a financial advisor’s service can solve their core job to be done, rather than just treating symptoms. In this episode you’ll learn the importance of sequencing your service description after problem diagnosis, how to effectively position yourself in the minds of your prospects, and how to achiev…
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Kitces and Carl - Real Talk for Real Financial Advisors

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When You Promised Early Clients Special Fees Or Minimums You Can No Longer Honor: Kitces & Carl Ep 159
30:25
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30:25In our 159th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do when your original fees no longer make financial sense—but you promised to honor them for some clients. For full show notes, see kitces.com and thesocietyofadvice.com.
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The Diamond Podcast for Financial Advisors

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Up Close with Rich Steinmeier: LPL’s CEO on the Transformation of a $1.8T Company
1:02:28
1:02:28
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1:02:28With Rich Steinmeier – CEO, LPL Financial Overview Rich Steinmeier offers a candid perspective of LPL’s journey and how the founding core principles remain a pillar of the business today, even as evolutionary changes have made it one of the hottest firms in the industry. Watch… Listen in… > Download a transcript of this episode… NOTE: The views and…
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Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World

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#151 | A CEO Sounds Off On The Need For Hard Assets
26:11
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26:11Have you adjusted your portfolio for the new inflationary reality we’re living in? Are you still investing as if the last 40 years of low inflation and globalization haven’t changed? Inflation isn’t going away anytime soon. Rising global tensions, reshoring, AI investments, and increased defence spending are reshaping the economic landscape. In thi…
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Quantum Growth for Financial Advisors

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The Power of Decisive Action Part 3 – More, Better or Different: Crafting Your Next Best Action with Jon Kuttin
23:30
23:30
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23:30Part 3 of Our Hands-On Session with Jon Kuttin is Here! In this episode, Jon dives into the challenge of making the intangible tangible, emphasizing the importance of accountability and raising standards as a business grows. He introduces the phrase "higher level, new devil," highlighting how success brings fresh challenges that demand quick soluti…
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Physician Family Financial Advisors Podcast; Personal Finance for Doctors with Children

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Becoming a Physician Mom Again in your 40's! Now what?
36:03
36:03
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36:03Introduction: Welcome to Physician Family Financial Advisors Podcast. In this episode, hosts Nate Reineke and Ben Utley address the joys and financial complexities of becoming a physician mom in your 40's, and what that means for your financial planning moving forward. Summary: Join Nate and Ben as they explore the financial considerations and stra…
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AIO Financial – Fee Only Financial Advisors

The Importance of Estate Planning: Protect Your Legacy with AIO Financial Estate planning is one of the most crucial yet often overlooked aspects of financial management. Without an updated estate plan, your assets and wealth may not be distributed according to your wishes, potentially leading to unnecessary legal complications, family disputes, an…
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Money Talk 1290- Presented By Arlington Financial Advisors

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Episode 307: Money Talk 1290 - Joe Parker, Realtor at The Santa Barbara Group at Berkshire Hathaway HomeServices California Properties
54:00
54:00
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54:00Listen to Joe Parker, Realtor at The Santa Barbara Group at Berkshire Hathaway HomeServices California Properties
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Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World

Are you still investing as if the world hasn’t changed? With inflation, geopolitical instability, and de-globalization shaping the markets, your portfolio could be at serious risk. The investing playbook that worked for decades is no longer reliable. Bonds may not provide the safety they once did, stocks face new headwinds, and global trade is shif…
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Podcast Archives - AIO Financial - Fee Only Financial Advisors

The Importance of Estate Planning: Protect Your Legacy with AIO Financial Estate planning is one of the most crucial yet often overlooked aspects of financial management. Without an updated estate plan, your assets and wealth may not be distributed according to your wishes, potentially leading to unnecessary legal complications, family disputes, an…
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Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients

If you're a financial advisor struggling to get past the gatekeeper and connect with doctors, you're not alone. Many advisors find traditional outreach methods ineffective when dealing with physicians. Why? Because doctors have built-in barriers to protect their time. In this episode of The Engaging Doctors Podcast, Dr. Vicki Rackner, a retired sur…
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Elementality for Financial Advisors | Elements Financial Vitals System™

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Your Prospect's Problem Dictates Your Value (Part 1/4) [204]
13:01
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13:01Jordan explores the first of four components of customer perceived value: identifying and isolating the core problem. Through relatable examples and personal experiences, Jordan discusses why understanding the fundamental problem, rather than just addressing symptoms, is crucial for clients to see the true value in financial services.…
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The Diamond Podcast for Financial Advisors

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Beyond the Broker Dealer: Next Gen Sheds Light on Their Evolution to RIA
54:25
54:25
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54:25With Gideon Drucker – President and CEO, Drucker Wealth Management Overview Gideon Drucker shares a multi-generational growth story, evolving from the insurance world, to independent broker dealer HTK, and most recently, to fully independent as an RIA. Now CEO, Gideon shares insights on his own evolution from next gen to leader, the advantages of i…
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Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World

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#149 | How Return Stacking Can Help You Reduce Risk & Maximize Returns : Financial Literacy, Financial Advisors & Wealth
27:31
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27:31Are you truly diversified, or is your portfolio just giving you the illusion of security? Many investors believe a traditional 60/40 portfolio is enough to weather market volatility—but history tells a different story. With inflation shocks, lost decades, and unexpected market downturns, investors need a smarter way to protect and grow their wealth…
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Physician Family Financial Advisors Podcast; Personal Finance for Doctors with Children

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Physician forever home mortgage, why not pay points?
32:28
32:28
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32:28Episode Summary: In this episode Nate Reineke and Ben Utley discuss the nuances of mortgage options for physicians, specifically focusing on the decision to pay points. The hosts explore the implications of mortgage rates, the impact of short-term versus long-term holding periods, and how physicians can navigate the complexities of home financing. …
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Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World

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#148 | Could Trump Tariffs Destroy Your Portfolio? What You Need To Consider : Wealth, Financial Literacy & Financial Advisors
5:28
Are you unknowingly walking into one of the riskiest market conditions in decades? With sky-high valuations and looming trade wars, what does the future hold for your investments? Investors have been fixated on market valuations, but do they really tell you when to buy or sell? And with a potential global tariff war on the horizon, how will these e…
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Quantum Growth for Financial Advisors

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The Power of Decisive Action Part 2 – From Intangible to Tangible: Building Unstoppable Momentum with Jon Kuttin
23:36
23:36
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23:36Ready for part 2 of a real hands-on session with Jon Kuttin on decision making? Today, Jon goes deeper on this topic and focuses on the essential transition from conceptualization to implementation. He reviews a real example with his wealth management firm's commitment to moving clients' assets to a discretionary management system to enhance effici…
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Elementality for Financial Advisors | Elements Financial Vitals System™

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3 Questions To Help Orient Your Prospects [203]
14:37
14:37
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14:37In this episode, Jordan discusses the importance of orienting prospects to their financial situation. Specifically, he walks through the three questions he seeks to answer for prospects that help guide the conversation and address the things that prospects most commonly think about as it relates to their finances.…
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Kitces and Carl - Real Talk for Real Financial Advisors

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Should Prospects Be Allowed To Move Forward If They Don't Want To Think It Over First?: Kitces & Carl Ep 158
34:52
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34:52In our 158th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the reasoning behind not allowing clients—even excited ones—to sign up the day of their first meeting. For full show notes, see kitces.com and thesocietyofadvice.com.
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The Diamond Podcast for Financial Advisors

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Friends & Fiduciaries: College Roommates Leave Their Series 7s Behind to Build an Independent Business
50:58
50:58
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50:58With Christopher Griffith & Henry Wheelwright, Co-Founders and Managing Partners, Stablepoint Partners Overview Chris Griffith and Henry Wheelwright, rising stars in the wirehouse world, share their growth story and motivations to leave Morgan Stanley and launch their own independent firm on the Goldman Sachs custody platform. Listen in… > Download…
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Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World

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#147 | Why Unconscious Optimism Threatens Your Wealth, Are You At Risk? : Wealth, Financial Literacy & Financial Advisors
28:16
28:16
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28:16Are you prepared for a potential market downturn, or are you unknowingly walking into a financial trap? Many investors assume the market will always recover quickly, but history tells a different story. What if the next crash isn’t followed by a fast rebound, but a decade or more of stagnation? In this episode, financial expert and former chief inv…
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Physician Family Financial Advisors Podcast; Personal Finance for Doctors with Children

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Physicians ask, "What if Trump…?"
28:09
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28:09Episode Summary: In this episode, Nate Reineke and Ben Utley discuss the potential financial implications for physicians in light of recent political changes, particularly focusing on the questions surrounding government policies and public service loan forgiveness (PSLF). They also address listener inquiries about financial planning for 2025, incl…
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Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients

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The Secret to Success in the Medical Market
26:43
26:43
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26:43Marketing to doctors is like navigating a sailboat to your desired business destination of accelerated growth. Think of doctors’ innate perspectives and behaviors as the wind. And it blows in a different direction than you’re used to because “Suits”—business minded prospects— behave differently than “white coats” —doctor prospects. Sometimes market…
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Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients

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Why Financial Advisors Struggle to Attract Doctor Clients..and How to Fix It!
22:50
22:50
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22:50If you're a financial advisor struggling to connect with doctor clients, you're not alone. Many advisors try traditional marketing strategies that work with business owners—only to find they fall flat with physicians. Why? Because doctors are wired differently. In this episode of The Engaging Doctors Podcast, Dr. Vicki Rackner, a retired surgeon tu…
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Engaging Doctors: The Podcast for Financial Advisors Who Work with Doctor Clients

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The Business Argument for Working with Doctor Clients
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17:10Are you a financial advisors interested in accelerating the growth of your practice? In this episode, discover the compelling business arguments for working with doctor clients. You will learn the many opportunities in the medical market, and learn why doctors represent ideal clients for financial advisors. For more tips and strategies to grow your…
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Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World

1
#146 | Cash Flow Factors That Are Keeping You Stressed & Limiting Your Wealth : Wealth, Financial Literacy & Financial Advisors
3:17
How confident are you in managing your cash flow, and are you making the best financial decisions for your future? Many people struggle to distinguish between budgeting and cash flow management, leading to financial stress and poor savings habits. Instead of tracking every penny, a smarter approach focuses on aligning income and expenses to create …
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Money Talk 1290- Presented By Arlington Financial Advisors

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Episode 306: Money Talk 1290 - Arthur Swalley, CIMA, Partner, and Director of Investments at Arlington Financial Advisors
54:00
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54:00Listen to Arthur Swalley, CIMA, Partner, and Director of Investments at Arlington Financial Advisors
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Money Talk 1290- Presented By Arlington Financial Advisors

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Episode 305: Money Talk 1290 - Ronit Corry, Santa Barbara Dog Whisperer
54:00
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54:00Listen to Ronit Corry, Santa Barbara Dog Whisperer
…
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Elementality for Financial Advisors | Elements Financial Vitals System™

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4 Data Gathering Tips For Prospecting [202]
16:52
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16:52In this episode Jordan reorients advisors to consider data gathering as an inherently valuable process for prospects. He dives into 4 tips to make a first-time data gathering less intimidating and more approachable for clients. These tips include: Encouraging prospects to be less precise in the information they add Sending a short video explaining …
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The Diamond Podcast for Financial Advisors

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The Lifecycle of a Billion Dollar Business: Build at a Broker Dealer, Grow as an RIA, then Sell
50:02
50:02
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50:02With Bryan Sweet, Founder, CEO, Wealth Advisor – Sweet Financial Partners Overview Bryan Sweet of Sweet Financial Partners shares the ultimate independent business growth story, starting with 32 years under the Raymond James BD umbrella, then as an RIA, and most recently selling to Carson Wealth. Listen in… > Download a transcript of this episode… …
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Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World

1
#145 | How managing cash flow can increase your wealth : Financial Literacy, Financial Advisors & Wealth
29:51
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29:51Have you ever felt like no matter how much you budget, you still end up short at the end of the month? What if the problem isn’t budgeting—but a completely different way of managing your cash flow? Most people believe budgeting is the key to financial success, but according to cash flow expert Stephanie Holmes Winton, traditional budgeting is outda…
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Physician Family Financial Advisors Podcast; Personal Finance for Doctors with Children

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What Physicians Should Think About Funding Their 529 plan
26:45
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26:45Episode Summary: In this episode, Nate Reineke and Ben Utley discuss important considerations for physicians when funding their 529 plans. The hosts share insights from personal experiences, highlight the significance of effective savings strategies, and address listener questions related to college savings and financial planning. Key Takeaways: - …
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Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World

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#144 | Are Your Financial Advisors Making Costly Mistakes That Hurt You? : Financial Literacy, Financial Advisors & Wealth
6:41
Are financial advisors really looking out for your best interests, or are they unknowingly steering you in the wrong direction? Many investors trust financial advisors to guide them toward smart money decisions, but what if those advisors are operating under false beliefs? This episode dives into how biases, misinformation, and industry pressure sh…
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Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World

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#143 | Uncovering The Surprising Truth About Passive Investing Today : Financial Literacy, Financial Advisors & Wealth
25:50
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25:50Are financial advisors resisting evidence-based investing? If passive investing consistently outperforms active strategies, why does the industry still cling to outdated models? Many investors are waking up to the reality that high-cost active management often underperforms low-cost passive investing. Yet, many advisors continue recommending active…
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Elementality for Financial Advisors | Elements Financial Vitals System™

1
Provide Clarity Before You Sell [201]
10:53
10:53
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10:53Jordan shares insights from his recent presentation at a dental conference where he introduced a unique approach to financial consulting inspired by Patrick Lencioni's book "Getting Naked". Rather than leading with firm credentials and services, Jordan demonstrates how starting with clarity about clients' current financial health and actively liste…
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Kitces and Carl - Real Talk for Real Financial Advisors

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Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting: Kitces & Carl Ep 157
31:31
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31:31In our 157th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss tactics for reducing the worry that can arise for people when meeting with a financial advisor for the first time. For full show notes, see kitces.com and thesocietyofadvice.com.
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The Diamond Podcast for Financial Advisors

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What’s on the Minds of Elite Advisors and Teams? A Special Industry Update
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35:30With Jason Diamond & Mindy Diamond Overview What drives the industry’s top advisors and teams? This special episode with Jason and Mindy Diamond explores the traits that drive their success, as well as the challenges they face. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast a…
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Quantum Growth for Financial Advisors

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The Power of Decisive Action Part 1 – Deciding vs. Doing with Jon Kuttin
13:58
13:58
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Toista Myöhemmin
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13:58Ready for a real hands-on session with Jon Kuttin on decision making? Join us for this week’s podcast with Jon as he delves into the distinction between decision-making and action, using a parable about frogs to illustrate that deciding to act is not the same as taking action. Jon outlines the concept of adult learning as The post The Power of Deci…
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Physician Family Financial Advisors Podcast; Personal Finance for Doctors with Children

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Turning Quarterly Physician Bonuses Into Monthly Savings
18:02
18:02
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Toista Myöhemmin
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18:02Episode Summary: In this episode, Nate Reineke and Ben Utley explore strategies for turning quarterly physician bonuses into effective monthly savings. They share insights into managing unexpected income and address listener questions about donor advised funds (DAFs), retirement planning, and the impact of health insurance on financial goals for ph…
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Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World

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#142 | Reasons Why Canada Could Be In A Recession In 2025 : Financial Literacy, Financial Advisors & Wealth
7:32
What if I told you the next big recession might not only be inevitable—but deliberate? Are you financially prepared to navigate the chaos? Recessions affect everything—from your investment portfolio to the cost of everyday goods. With the looming threat of U.S.-imposed tariffs and global economic shifts, understanding how these factors play into Ca…
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Elementality for Financial Advisors | Elements Financial Vitals System™

Jordan discusses the crucial balance between offering enough features to meet client needs while avoiding the trap of overcomplicating services, using an insightful analysis of the relationship between added features and perceived client value.Kirjoittanut Elements
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The Diamond Podcast for Financial Advisors

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Unlocking a Niche: 30-Year Wirehouse Veteran on Building a $1B Independent Business
53:36
53:36
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53:36With Gerry Spitzer — Founding Partner, Questar Capital Partners Overview Gerry Spitzer of Questar Capital Partners discusses leaving the wirehouse world after 30 years to launch an independent firm, sharing a perspective of building a business at Merrill and, more recently, UBS, and why focused, niche businesses may be better served in the independ…
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Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World

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#141 | Expert Analysis Reveals Likelihood of 2025 Recession : Financial Literacy, Financial Advisors & Wealth
29:18
29:18
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29:18Are we heading into a recession in 2025, or is the U.S. economy set to defy the odds yet again? Find out what the data reveals and how it could impact your wealth decisions. With economic forecasts for 2025 showing both optimism and caution, it's critical to understand how potential trends—like a soft landing, consumer resilience, and AI-driven pro…
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Physician Family Financial Advisors Podcast; Personal Finance for Doctors with Children

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What is the best college savings goal for doctors ?
34:51
34:51
Toista Myöhemmin
Toista Myöhemmin
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34:51Episode Summary: In this episode, Nate Reineke and Ben Utley explore the best college savings goals for doctors. They discuss strategies for saving effectively for education expenses and address listener questions about donor advised funds (DAFs), 529 accounts, retirement planning, and the overall financial implications for medical professionals an…
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