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The Fintape

Brodrick Lothringer

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Welcome to The Fintape, a show where we highlight some of the biggest hits in Finance. Each episode, our host Brodrick Lothringer brings in thought leaders to share their insights on best practices for leveraging technology, boosting financial literacy, adopting new marketing strategies, and implementing disruptive practices within financial services. So, grab your headphones, it's time to rock out to The Fintape.
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Welcome to The Soup of Wall Street podcast where we'll dive deep into headlines, personal finance, and anything else that might make a dent in your wallet. Expect a mix of informative insights and some good old-fashioned banter along the way. We're here to make finance talk as lively and engaging as possible. After all, who said money matters had to be a snooze-fest? Stay tuned for our bi-weekly episodes, and if you enjoy what you hear, drop us a line. Just keep the ego inflation in check, okay?
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The Biztape

Brodrick Lothringer

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Welcome to The Biztape, a show where we highlight some of the biggest hits in business. Whether it's discussing the latest market melody or the newest company with a great beat, hosts Brodrick Lothringer and Zach McDonald will cover all the latest business news, and determine if it's a hit or a miss. So, grab your headphones, it's time to rock out to The Biztape.
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Design in Good Company

Randy Dean Oest & Brodrick Lothringer

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Welcome to Design in Good Company. Your go-to podcast for where creativity, community, and values converge. Here at Four Kitchens, we're not just about making great designs, we're about making designs that do great things.
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Land & Everything Else

Dr. Craig Lemoine & Ailie Elmore

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Land & Everything Else is dedicated to demystifying the world of alternative investments. Brought to you by the department of Agriculture and Consumer Economics within the College of Agricultural, Consumer and Environmental Sciences at the University of Illinois, Land and Everything Else will explore the nuts and bolts of non-stock and bond investing. From dirt to derivatives, this podcast will guide financial planners, wealth managers and consumers into the land of alternative investing.
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In this episode, we unpack the emotional baggage, regulatory blind spots, and real-world complexity that make alternative investments both fascinating and frustrating. From farmland and fractional art to NFTs and Opportunity Zones, Dr. Craig Lemoine, Ailie Elmore, and Brodrick Lothringer explore what it takes to move beyond the standard portfolio. …
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The world of alternative investments is opening up like never before, but with new opportunities come big questions. Should your clients invest in farmland? Crypto? Opportunity Zones? Dr. Craig Lemoine & Ailie Elmore break it down: - What a liquidity premium really means - How AI & automation are reshaping wealth management - The tax advantages of …
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In this episode recorded live from Miami, Brodrick and special co-host Jamie Hopkins are joined by John Connell, Co-founder and CEO of Focal, who shares how AI agents are doing more than ever: filling forms, updating CRMs, and giving advisors back up to 15 hours a week. John says this isn’t about replacing humans. It’s about freeing advisors up to …
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What do you get when you road trip through America in a Tesla, vlog with 106 YouTube followers, and try to import Canadian coffee mugs? A weirdly accurate snapshot of the modern economy, recorded from a hotel room in Bentonville—where everything feels fake, everyone works for Walmart, and your car decides where you're allowed to drive. Between heat…
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In this episode, Brodrick and special co-host Jamie Hopkins explore what’s really holding financial advisors back—with insight from Brandon McFadden, CWS®, AIF®, MBA , Wealth Director and Vice President at Bryn Mawr Capital Management. While industry events often focus on better prospecting or marketing tactics, Brandon points to something more fou…
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What if your investments could fight food insecurity, improve air quality, and revitalize communities—all at once? JaQ Campbell and Hope Lovell of Alexander Legacy Private Wealth share how they use real estate and agriculture to create “triple win” outcomes for investors, neighborhoods, and the environment. They unpack the “big RIA” approach (Real …
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In this episode, we take a look at how artificial intelligence is changing the day-to-day work of financial advisors with Arnulf Hsu, CEO of GReminders. From scheduling meetings to preparing for client conversations, tools like GReminders aim to simplify time-consuming tasks and help advisors stay focused on client service and business growth. But …
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We’ve been sold the idea that more tools = more productivity. But what if the “helpful” things—email apps, calendar pings, handwritten parking notes—are actually making life harder, not better? In this episode, we talk about the difference between being useful and being effective. Why Warren Buffett doesn’t pay dividends. Why deleting your email ap…
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Retirement planning has come a long way, and Income Lab is leading the charge with a smarter, adaptive approach. On this episode of “Land & Everything Else,” we bring on Dr. Michael Kothakota, Dr. Derek Tharp, and Dr. Justin Fitzpatrick. Instead of outdated "probability of failure" metrics, their software helps advisors create flexible, personalize…
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You ever pay for something that felt ridiculous—but you still did it? That’s not a pricing mistake. That’s capitalism at work. From The Masters to Coachella, we unpack how sky-high prices aren’t scams—they’re love letters from the free market saying, “You want this more than your money.” Because when you roll your eyes and still tap your card? That…
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How resilient is American agriculture in the face of escalating trade tensions? In this episode, we’re joined by Steve Bruere of Peoples Company and returning guest Dr. Bruce Sherrick for a thought-provoking conversation on the stability of farmland investments—especially when compared to the volatility of traditional stock markets. From global pre…
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Vickie Lewin has seen it all—paper files, dial-up, and now AI. With 35 years in finance, she shares how advisors can upgrade tech without getting overwhelmed. Start small, stay consistent, and focus on tools that make life easier for you and your clients. Plus, why AI is like the internet all over again—and why women absolutely belong in this busin…
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The market just threw its biggest fit since COVID… and nobody noticed. Restaurants are packed, streets are buzzing, and if you didn’t check your portfolio, you’d never know the S&P was spiraling. Unlike 2020’s synchronized collapse, today’s economic weirdness is a solo act. So while the wealthy lose sleep over red charts, debt-holders might actuall…
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Regulations are shaking up financial advice, and Dale Brown isn’t holding back. As CEO of Financial Services Institute, he’s fighting to keep advice accessible for everyday Americans. In this conversation, Dale breaks down how new rules could disrupt independent advisors, why trust in finance needs rebuilding, and what the future holds for the indu…
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Farmland prices are soaring, turning family farms into multi-million dollar estates—but without the cash to cover the taxes. In this must-listen episode, attorney JR Glenn helps break down how estate taxes, especially in states like Illinois, can force farm sales and tear families apart. Learn how to: - Navigate the $4M state vs. $13.9M federal est…
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Rich people aren’t automatically good with money. Even an $80 million fortune can’t save you from poor financial decisions. Gene Hackman’s outdated estate plan just turned into a legal circus, all because no one thought to update the documents since 2005. Many people don’t want to deal with the stress that millions of dollars comes with, and some j…
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AI is everywhere, but are you actually ready for it? Devon Drew, Founder & CEO of AssetLink, explains what it takes for advisors and firms to leverage AI effectively. Devon breaks down why the future of AI starts with data unification, not algorithms. He shares how most firms are nowhere near ready for true AI adoption and what that means for stayi…
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Commodities play a big role in investing, but many people overlook them. Alan Hutchison from Dimensional Fund Advisors explains what they are, how they work, and why they can help strengthen your portfolio. Key Takeaways: Why investors are starting to pay more attention to commodities How today’s market trends affect commodity prices The importance…
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Join us as we chat with Johnny Sandquist as they get real about what’s working—and what’s not—in content marketing today. From why most “thought leadership” misses the mark to the debate over AI’s role in content creation, we break down why good marketing is like an index fund (hint: consistency wins). We also tackle building community vs. chasing …
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Storytelling shapes the way we connect with our audiences through marketing. With insights from Matt Ackermann, we explore how authentic storytelling builds community and engages viewers. Key Takeaways: - The importance of storytelling in marketing - The role of authenticity in brand connection - The evolution of content creation in the podcasting …
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On this episode, we discuss the power of community at The MarketCounsel Summit, where finance professionals connect organically and share insights. This conversation touches on the evolution of financial advice and how technology can augment human-centered approaches. Key Takeaways: • Why The MarketCounsel Summit is unique in the finance industry •…
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Jennifer DiMotta shares how she went from biochemical specialist in the Army Reserves to scaling online businesses like Sports Authority from $50M to $250M. She breaks down what really drives growth: Smart, efficient operations Happy customers Data-driven decisions (not emotions) Plus, how platforms like Shopify opened the doors for everyday entrep…
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Most people think wealth means flying private or stacking cash—when really, it’s just not overdrafting your account, putting your money in a 401(k) and forgetting about it until you retire. There are levels to this money game: Normal people “Smart” people Truly rich people Everyone’s playing different games with different rules—and still comparing …
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Dr. Brad Klontz and Adrian Brambila join the show to explain the harsh truths that will take you from broke to financial freedom. Learn how small lifestyle tweaks—like shared living spaces and public transport—can lead to big financial wins. Here are the key takeaways: • A rich versus poor mindset in financial planning • The importance of investing…
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On this episode we’re joined by Kay Lynn Mayhue, President of Merit Financial Advisors, who shares how continuous improvement (kaizen) drives success. In just four years, Merit completed 29 M&A deals while simultaneously achieving organic growth and talent retention. Beyond finance, Merit builds a people-first culture, inspired by Southwest Airline…
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What goes into making a worldwide Top 100 podcast? This episode we’re joined by Michael Batnick, Managing Partner at Ritholtz Wealth Management, to break down the key elements of a successful podcast in the financial space. Key Takeaways: • Michael’s origin story and the evolution of his podcast • The importance of authenticity and relatability in …
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Most of the ads on social media for ‘building passive income’ are actually very much NOT passive at all. In fact, in the rare occasion where your income is truly passive, you probably had to work for it leading up to it. If you think renting is just throwing money away, think again. While homeowners deal with surprise expenses, market crashes, and …
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From Wall Street to wealth management, our guest Bill Kelly shares how trillions have shifted into private markets, the role of technology in investment strategies, and the push for financial democratization. Tune in for his takes on due diligence, data-driven decisions, and the future of alternative investments! Connect with us! Bill Kelly on Link…
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Are you dodging investing like an awkward ex? You’re not alone. We unpack why people avoid their money and how bad stereotypes (looking at you, used car salesmen) mess with our decisions. Many say investing is just glorified gambling, but patience, index funds, and basic math say otherwise. If you’re interested in investing but have always wondered…
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On this episode of the Biztape, Josh Jeske, founder of Terraform Tillage, shares how he created a technology that improves soil management and agriculture sustainability. Through his innovative app and understanding of soil compaction, Josh is already hurtling through the startup stages and talks with Brodrick about the successes and growing pains …
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In this episode, Michael Stockburger from Nuveen Natural Capital helps explain the complexities of investing in farmland, like timing and appreciation trends. He highlights a range of considerations such as quality, long-term goals, and patience in navigating the agricultural investment landscape. We get into: • When it’s a good time to buy or sell…
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As the wealth transfer grows, the need for financial advisors to connect meaningfully with younger generations is more important than ever. Our guest Laura Garfield discusses how storytelling and effective video marketing can build engagement, trust, and a lasting impact in financial services. Key Takeaways: • The concept of ‘What’s in it for me’ i…
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Manifest brings cutting-edge change to the 401(k) transfer process, empowering individuals to manage their retirement savings easily. Anuraag Tripathi shares insights on technological innovations, user experience, and the importance of support in achieving financial wellness. Key takeaways: • Manifest's unique plan-to-plan transfer tool for 401(k) …
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A "quick" move turned into a ten-hour disaster—because moving is a nightmare. Meanwhile, rich people like Elon Musk just don’t own a lot of things. Must be nice. Also: why New Year’s resolutions are a joke, why some people chase millions while others won’t move for $100K, and how local businesses quietly make bank while startup bros grind for clout…
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In this episode, we explore the critical intersection of healthcare costs and financial security in the workplace. Pat Moore and Jeff Cullen join Brodrick at the Wealth@Wor(k) conference to explain how employer decisions around health benefits can significantly impact employees' financial health, pushing for more informed choices and transparent sy…
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Today Brodrick is joined by the minds behind Acres, a tech platform that is transforming the land investment sector by integrating technology and customer feedback to provide accessible land valuation data for professionals. This episode discusses the importance of building strong relationships through advice, the role of culture in business, and f…
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In this episode, we’re talking with Sid Pailla, CEO of Sunny Day Fund. In addition to a lot of sports references and analogies, Sid and Brodrick discuss: • The importance of emergency savings for financial stability • Setting realistic and achievable emergency savings goals • The average costs of financial emergencies • The psychological aspects of…
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Cody Garrett redefines financial planning with his 'advice only' model, empowering DIY investors to take control of their financial futures. Join us as Cody breaks down: • His journey from music to financial planning • The significance of teaching in understanding finance • Alternative investments and personal passions in financial planning • Custo…
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Can AI replace your financial advisor? Dr. Colin Slabach, clinical assistant professor at NYU, explains how this is a possibility while sharing his journey from Illinois to NYU. One thing’s for sure, AI couldn’t have generated this conversation. Brodrick and Colin run the gamut of topics, including the unique investment mentality of pro athletes, a…
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Today, Brodrick is joined on The Biztape by Brittany Mason, Chief of Staff at Banríon Capital Management. She shares her extraordinary journey from modeling and pageantry to the finance industry. Brittany reveals the challenges and triumphs she faced along the way, including: • Experiences and insights from modeling in New York • The power of pagea…
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When your financial advisor is Reddit, what could go wrong? From GameStop memes to questionable hot takes, we explore the wild world of online money advice. With endless demand for guidance, even mediocre advisors thrive—and AI tools aren’t helping the chaos. Learn how to spot the difference between wisdom and noise before Uncle Joe or a subreddit …
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In this episode, we dive into the complexities of retirement with Christine Benz, emphasizing the balance between financial planning and emotional well-being. Christine also shares key themes from her book such as aging in place, proactive decision-making, and cultivating social connections to ensure a fulfilling retirement. Tune in to hear more ab…
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In this episode, Brian Hamburger joins us from the MarketCounsel Summit to talk about: Building a supportive community Addressing key areas often overlooked by financial advisors. Examining future challenges within the RIA space. Why an invite-only summit format enhances value and intimacy. Don’t miss this conversation about fostering trust and inn…
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In this episode, Kara Cuddigan of Commerce Village joins us and dives into the post-pandemic work shift. We explore how co-working spaces are redefining professional balance. We tackle AT&T’s return-to-office mandate and its broader implications, from logistical hurdles to the emotional toll on employees navigating tough choices. Hear insights on w…
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Is a Master's in Business Administration even worth it? Is success just society’s way of keeping us busy chasing things that don’t actually make us happy? In this episode, I dig into why money, titles, and early retirement might not be the life goals they’re cracked up to be—and what actually matters instead. Time to rethink what we’re all running …
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Explore smarter investing with Zach Ivey and Dan Crowley from Savant Wealth Management on this week’s episode. We dive into alternative investments, building trust with clients, and using AI to enhance wealth management—all while keeping the human touch. We break down the dynamics of equities, fixed income, real assets, and illiquid investments—all…
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Ever wonder why the stuff your grandparents thought was fancy is now just collecting dust at estate sales? In this episode, I explore how nostalgia shapes how we spend money today. From boomers doing it all themselves to younger generations clicking apps for everything, I dig into how different generations think about cash, value, and luxury. Tune …
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How can financial advisors stay human in a tech-driven world? At the Wealth Management Edge conference, Tom Rieman helps us explore how decision science helps advisors build trust, stand out, and grow. Brodrick shares what clients really want—honesty, connection, and guidance. We also dig into how data is transforming financial services, from impro…
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Join us as we chat with Mark Hasebroock, founder of Dundee Venture Capital, whose entrepreneurial journey started with selling moccasins in college and led to revolutionizing e-commerce. From dye-stained shoes to Walmart acquisitions, Mark’s story is packed with humor, resilience, and game-changing lessons on adapting, scaling, and thriving in busi…
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In this episode, we chat with Zach McDonald from Clay Pigeon Communication about using podcasts and writing to build real connections. We explore how financial advisors and marketers can create authentic content, the role of AI in creativity, and tips to overcome writer’s block. Discover why storytelling is the key to content that truly resonates—w…
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