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Are you ready to unlock the timely insights on consumer lending from industry leaders? Step into the world of cutting-edge financial innovation and balance sheet strategies with Consumer Lending Perspectives, the must-listen podcast for forward-thinking finance executives. In an era of rapid technological advancement and shifting consumer behaviors, staying ahead of the curve is essential. Join host Jeff Bogan, CFO at Upgrade and a fintech veteran, as he brings you episodes with C-Suite exec ...
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Description: In Episode 12 of the Bogan Intelligentsia Podcast, we invite our dedicated fans to support our ongoing journey with a thought-provoking conversation featuring Jeff Rich, PhD in history and creator of theburningarchive.com. Jeff delves into the concept of multipolarism, contrasting it with the unipolar dominance post-1991 and exploring …
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Description: Episode 18 of the Bogan Intelligentsia Podcast brings you Melbourne journalist Dave Milner, Editor from The Shot, diving into Australia’s murky role in global conflicts. Dave exposes the truth behind Penny Wong’s “non-lethal” F-35 parts claim, critiques the ABC’s skewed coverage of Sydney’s massive Harbour protests, and the significanc…
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Description: In Episode 17 of the Bogan Intelligentsia Podcast, we’re thrilled to bring our dedicated fans a thought-provoking discussion with Wollongong journalist Yaakov Aharon, a voice challenging Zionist influence in Australia. Yaakov Aharon investigates the 2025 Mayors Summit Against Antisemitism, set for September 3-5, 2025, on the Gold Coast…
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Description: In Episode 16 of the Bogan Intelligentsia Podcast, we invite our dedicated fans to support our ongoing journey with Greg Jericho, Senior Economist at the Australia Institute and Journalist at The Guardian. Jericho provides a incisive look at the Albanese government’s second term, analyzing the parliamentary reopening drama, including t…
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What if mastering human connection, not just products or processes, was the most important skill in your practice? In this powerful episode, host Randy Yost sits down with Jason Jenkins, Executive Vice President at Simplicity, to uncover what sets elite advisors apart. With nearly three decades in the industry, Jason shares his journey from selling…
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Description: In Episode 15 of the Bogan Intelligentsia Podcast, we invite our dedicated fans to support our ongoing journey with Dr. Rhonda Garad, Monash University academic and Greater Dandenong Councillor. Dr. Garad discusses her groundbreaking work on health literacy and the International PCOS Guideline, her 2025 controversy with Greater Dandeno…
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Description: In Episode 14 of the Bogan Intelligentsia Podcast, we invite our dedicated fans to support our ongoing journey with Anthony Klan, investigative journalist and founder of The Klaxon. Klan’s explosive reporting revealed a $50,000 donation from Special Envoy to Combat Antisemitism Jillian Segal’s husband’s family trust to the far-right gr…
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Description: In Episode 13 of the Bogan Intelligentsia Podcast, we invite our dedicated fans to support our ongoing journey with Warwick Powell ( @baoshaoshan), Adjunct Professor at Queensland University of Technology and Senior Fellow at the Taihe Institute, Beijing. Warwick provides a detailed analysis of U.S. tariffs threatening Australia’s Phar…
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Description: In Episode 11 of the Bogan Intelligentsia Podcast, we invite our loyal fans to support our launch with a compelling conversation featuring Michael West, founder of Michael West Media and veteran journalist. Michael examines the decline of Australian media standards, driven by budget cuts, redundancies, and external hires, and the ABC’s…
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Description: In Episode 10 of the Bogan Intelligentsia Podcast, we invite our loyal fans to support our launch with a compelling conversation featuring Professor Greg Barton, a renowned counter-terrorism and radicalization expert at Deakin University. Professor Barton examines the diversification of extremism in Western societies from Islamic radic…
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In Episode 9 of the Bogan Intelligentsia Podcast, we invite our loyal fans to support our launch with a compelling conversation featuring returning guest Dr. Scott Burchill, esteemed Australian international relations scholar. Dr. Burchill analyzes the U.S.-Israel-Iran ceasefire, highlighting how Iran’s hypersonic missiles exposed Israel’s defense …
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Description: In Episode 8 of the Bogan Intelligentsia Podcast, we invite our loyal fans to support our launch with a thought-provoking conversation featuring Dr. Emma Shortis, Director of International & Security Affairs at the Australia Institute, Adjunct Senior Research Fellow at RMIT, and author of Our Exceptional Friend: Australia’s Fatal Allia…
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In this episode of Consumer Lending Perspectives, Sheel Mohnot, Co-Founder and General Partner of Better Tomorrow Ventures, joins the show with host, Jeff Bogan, CFO at Upgrade and fintech veteran. Better Tomorrow Ventures is a venture capital fund dedicated to fintech companies globally. Sheel’s insights span the fintech landscape, from the symbio…
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Description: In Episode 8 of the Bogan Intelligentsia Podcast, we invite our loyal fans to support our launch with a thought-provoking conversation featuring Cameron Leckie, a 24-year Australian Army veteran and advocate for a sovereign, peaceful Australia. Leckie shares his experiences in East Timor and post-tsunami Sumatra, his disillusionment wi…
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Description: In this urgent Episode 6 of the Bogan Intelligentsia Podcast, we invite our loyal fans to support our launch with a critical conversation featuring Dr. Scott Burchill, Honorary Fellow at Deakin University and former Senior Lecturer in International Relations. Dr. Burchill examines the escalating Iran-Israel conflict, analyzing the coll…
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Description: In the fifth episode of the Bogan Intelligentsia Podcast, we invite our loyal fans to support our launch with a powerful conversation featuring Najat Abdi, a compelling commentator on Middle Eastern affairs. Najat explores the harsh realities of life in occupied territories, the influence of neoconservatism and Islamic extremism shaped…
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Description: Join us for Episode 4 of the Bogan Intelligentsia Podcast, where we invite our loyal supporters to rally behind our launch with a thought-provoking conversation featuring Dr. Scott Burchill, Honorary Fellow at Deakin University and former Senior Lecturer in International Relations. Dr. Burchill delivers a critical analysis of the escal…
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In this episode of the Bogan Intelligentsia Podcast, we welcome Omar Sakr, a Turkish-Lebanese Australian poet and author, for a raw and unflinching conversation. Omar shares how his Western Sydney upbringing, marked by poverty, violence, and racialisation, shaped his writing, including his latest work, The Nightmare Sequence, which responds to the …
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In the second episode of the Bogan Intelligentsia Podcast, we invite our dedicated fans to support our launch with a compelling conversation featuring Peter Lalor, award-winning journalist and former chief cricket writer for The Australian. Peter explores cricket’s role as a cultural anchor in Australia, reflecting on whether it should define our m…
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Welcome to the premiere episode of the Bogan Intelligentsia Podcast, where we bring unfiltered, thought-provoking discussions to our dedicated supporters. In this episode, we’re joined by Amy Remeikis, acclaimed political journalist and author, to unpack the complexities of Australia’s recent federal election. Amy offers incisive analysis on the sh…
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Welcome to Bogan Intelligentsia, a new podcast covering important Australian issues, talking to important Australian people with important ideas. Don't miss our first episodes dropping soon, subscribe to be the first in line for new content: https://www.youtube.com/@boganintel https://www.patreon.com/c/BoganIntel https://www.boganintel.com/…
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What does it take to innovate in banking today? How do institutions balance cutting-edge technology with customer trust and regulatory responsibility? In this episode of Consumer Lending Perspective, guest Marc Butterfield, SVP of Market Expansion and New Product Development at First National Bank of Omaha (FNBO), joins Jeff Bogan, host, to explore…
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What’s the secret to increasing your win rate from 85% to 100%? You might be surprised to learn that it starts with a personal story. Join Randy Yost on the Breakthrough Advisor Podcast as he chats with Deirdre Van Nest, an expert in helping advisors and entrepreneurs create their “personal brand why story.” Deirdre opens up about overcoming her fe…
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What does Social Security mean for your clients’ future? In this episode, Jack Martin chats with David Duley, CEO and founder of PlanGap, about the ever-shifting landscape of Social Security and how advisors can help clients navigate these changes. The discussion dives into the implications of the recently signed Social Security Fairness Act and it…
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Are you delivering what clients truly want? In this episode of The Breakthrough Advisor Podcast, your host Jack Martin engages with Tom Rieman, CPWA®, a seasoned professional with over 25 years in the financial industry, to explore the crucial elements that drive a successful advisory practice. With an eye on Practice Intel, Tom introduces a fresh …
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Vadim Verkhoglyad, Head of Research at dv01, joins the podcast this month with his rich background in data and performance analysis. In this episode, Jeff Bogan, host, and Vadim discuss several key topics, including data transparency in consumer credit, consumer behavior psychology and mindset, the effects of inflation and debt on home prices and h…
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Curious about how the latest Social Security reform might impact you or your clients? In this episode, Jack Martin sits down with Mary Beth Franklin, CFP® to discuss the newly passed Social Security Fairness Act and its implications for retirement income planning. They dive into the implications of the windfall elimination provision and the governm…
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Are financial advisors finally realizing there’s more to life than being tethered to their desks? Dive into the dynamics of thriving in the advisory business and the path toward sustainable success. In this episode, Jack Martin interviews David Grau Jr, MBA, the CEO of Succession Resource Group, and Co-Founder of LendingWell, to discuss the buzz ar…
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Host, Jeff Bogan, CFO at Upgrade, speaks with Jeremy Sankwich, Vice President of Consumer Lending at CapEd Credit Union in Meridian, Idaho. Jeremy brings a wealth of knowledge to the conversation about the evolving landscape of credit unions. Together, they explore how CapEd redefines the member experience by focusing on innovation and relationship…
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What does the future hold for your financial planning strategies? In this episode, Jack Martin sits down with Ed Slott, a renowned IRA expert, to discuss how advisors can transform their approaches to IRAs and tax planning in the face of changing legislation and economic trends. They dive deep into strategies for converting traditional IRAs into Ro…
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Have you ever wondered how building trust can set you apart in a commoditized financial sector? You can transform your practice with trust-based selling. In this episode, Jack Martin speaks with Ari Galper, a renowned authority in trust-based selling. Ari shares his revolutionary approach, the “One Call Sale,” and how it compresses the sales cycle …
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Host Jeff Bogan, CFO at Upgrade, talks with Dr. Joseph Breeden, a seasoned expert in credit risk management. They explore the post-pandemic lending landscape, discussing factors such as score inflation, macroeconomic adverse selection, and data imperfections affecting the lending industry. “Consumers are not financially rational machines. And so it…
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What does creating a truly fulfilling retirement look like? In this episode, Jack Martin speaks with Dr. Michael Finke, Co-Founder of IncomePath, and wealth management professor and researcher at the American College of Financial Services, about the crucial intersection of behavior and retirement income planning. Together, they explore innovative a…
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Jeff Bogan welcomes John Toohig, Managing Director at Raymond James and Head of Whole Loan Trading Group. John shares his extensive knowledge on the impact of recent rate increases on banks and credit unions, particularly in the consumer loan space. They examine the performance and strategies of these financial institutions in 2022 and 2023, discus…
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In this introductory episode of Consumer Lending Perspectives, host Jeff Bogan, CFO of Upgrade, shares his background in finance and the motivation behind launching the podcast. Jeff discusses his journey from advising financial institutions to leading fintech initiatives, with the goal of modernizing consumer finance. "The finance industry is chan…
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Which key tax strategies should advisors focus on amid potential tax law changes? In this episode, Jack Martin sits down with Jeffrey Levine, Chief Planning Officer at Buckingham Wealth Partners, for an in-depth exploration of impending tax legislation and how advisors can navigate these challenges to benefit their clients. Jeffrey discusses: (03:1…
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Are you ready to unlock the timely insights on consumer lending from industry leaders? Step into the world of cutting-edge financial innovation and balance sheet strategies with Consumer Lending Perspectives, the must-listen podcast for forward-thinking finance executives. In an era of rapid technological advancement and shifting consumer behaviors…
  continue reading
 
Jack Martin chats with Debra Taylor about making tax planning a year-round effort. Learn how regular tax strategy can ease the year-end crunch. The post What the 4th Quarter and the Planned Tax Shake-up Mean for Advisors with Debra Taylor (Ep. 74) first appeared on Simplicity InsurMark.By InsurMark
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Jack Martin discusses strategies for optimizing retirement income with Mary Beth Franklin. Mary Beth shares advice to help stay ahead in a changing landscape. The post Simplifying Social Security for Advisors with Mary Beth Franklin (Ep. 73) first appeared on Simplicity InsurMark.By InsurMark
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Jack Martin and David Blanchett of PGIM DC Solutions, discuss whether the U.S. is experiencing a retirement crisis or just significant challenges. The post Retirement Income: Personalizing the Risks & Solutions with David Blanchett (Ep. 71) first appeared on Simplicity InsurMark.By InsurMark
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Are you leveraging the full potential of video to connect with your clients? Video marketing can transform your financial advisory practice. The post Video Marketing, Snackable Bites, and Client Testimonials with Laura Garfield (Ep. 69) first appeared on Simplicity InsurMark.By InsurMark
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In this episode of The Breakthrough Advisor™, Jack Martin sits down with Patrick Kelly to explore the powerful benefits of integrating life insurance into retirement strategies. The post Make Life Insurance Work for Your Clients’ Retirement Plans with Patrick Kelly (Ep. 68) first appeared on Simplicity InsurMark.…
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Advisors have three pillars of growth: client retention, increasing share of wallet, and new client acquisition. All three are driven by trust. The post Trusted Advisor Status is a 2024 Advisor Growth Strategy with Charles Green (Ep. 67) first appeared on Simplicity InsurMark.By InsurMark
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There are 3 ways an advisor grows their business: retain and deepen relationships with existing clients. Deepen relationships, increase share of wallet, and attract new clients. Tax planning does all three. In this episode, Jack Martin interviews Debra Taylor, CPA, PFS, CDFA®, JD, renowned tax... The post Make Tax Planning Your 2024 Business Growth…
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Retirement, divorce, loss of a spouse, remarriage, aging, disability, becoming a caregiver…these are all life-changing moments for a client. Can you confidently handle these tough conversations? Join Jack Martin and Dr. Amy D’Aprix, a distinguished expert, speaker, and coach on life transitions, as they explore... The post Life-Changing Client Conv…
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In an increasingly competitive financial services landscape, many advisors are struggling to maintain a strong and steady growth rate. The challenge often lies in standing out, building strong client relationships, and effectively leveraging available resources and strategies. In this episode, Jack Martin delves into the... The post Unlock the Secr…
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We all may be getting a little obsessed with living longer. And in a world increasingly fixated on longevity, the narrative often centers on financial concerns like outliving assets. But it’s about so much more! In this episode, Jack Martin explores how planning for a... The post Living Too Long is About More Than Just Money (Ep. 63) first appeared…
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Are you curious about how top advisors are accelerating their organic growth? Data from 6,000 advisors has revealed some interesting insights! Discover the mindset, strategies, and tools that have propelled advisors to rapid growth in today’s digital age. Jack Martin interviews Robert Sofia, co-founder and... The post How 6000 Advisors Solved the G…
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