Best Cfps Podcasts (2025)

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Episode 489: Morgan Stanley CFPs Say Discipline is Key to Long Term Investing 14:56

25d ago14:56

14:56

David Giulieri and Michael Svec, senior portfolio management directors and certified financial planners with the Chesapeake Capitol Group at Morgan Stanley, were guests on Nareit’s REIT Report podcast. In recognition of April as Financial Literacy Month, Giulieri and Svec touched on a range of topics relevant to novice and seasoned investors alike.…

1
CenterSquare Sees REITs as Attractive in Current Economic Environment 14:04

3d ago14:04

14:04

Patrick Wilson, a portfolio manager for CenterSquare Investment Management’s real estate securities group, was a guest on the latest episode of the REIT Report podcast. He noted that REITs are currently in a “pretty enviable position,” which has translated into greater interest in increasing REIT allocations from CenterSquare’s existing investor ba…

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S3E08: Have Empathy for Your Care Providers: A Plea to Care Consumers | Emily Clark 51:52

2d ago51:52

51:52

Send us a text Guest: Emily Clark, M.A., CCC-SLP, RYT 500 Hour Yoga Instructor, Meditation Instructor, Life Coach Emily Clark is a Life Coach, RYT-500 Yoga Instructor, Meditation Instructor and founder of Abundant Wellness with Emily. Being a former Speech-Language Pathologist in the healthcare industry it was from her own struggles with pouring he…

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Episode 494: SPECIAL EPISODE - Investments in Property Resilience Benefit Many 32:23

6d ago32:23

32:23

In this special episode of the REIT Report, part of an ongoing series, “Building Resilience,” covering issues facing the REIT industry as it remains focused on investing for the long term, Daniel Kaniewski, Managing Director, Public Sector at Marsh McLennan, joins Nareit’s Jessica Long, Senior Vice President of Environmental Stewardship and Sustain…

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Speaker Showcase: Hot Topics in Estate Planning with Michael Clear and Erin Nicholls 17:59

6d ago17:59

17:59

In the inaugural episode of our Speaker Showcase, Partners Michael Clear and Erin Nicholls explore the evolving landscape of estate planning, with a special focus on strategies for middle and high-net-worth clients in Connecticut. The discussion addresses the potential sunset of the estate and gift tax exemptions in 2026, offering practical gifting…

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Episode 493: AvalonBay on Repurposing & Revitalizing Communities Through Development 17:54

11d ago17:54

17:54

Matt Birenbaum, chief investment officer at AvalonBay Communities, Inc. (NYSE: AVB), joined the REIT Report podcast to discuss the multifamily REIT’s development strategy, including the repurposing of outdated assets, as well as demand drivers in the build-to-rent segment, mixed-use development opportunities, and more. Birenbaum touched on some of …

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4 Important Considerations for RSUs Every High Earner Needs to Know - E21 33:53

11d ago33:53

33:53

Are your Restricted Stock Units (RSUs) helping you build wealth—or holding you back? Michael and Brady break down one of the most misunderstood components of a high-income professional’s compensation package: RSUs. From tax implications and diversification strategies to avoiding lifestyle creep and planning with purpose, this episode gives you the …

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Episode 492: SPECIAL EPISODE - Using Climate Risk Data to Drive Decision Making 34:03

13d ago34:03

34:03

In this special episode of the REIT Report, part of an ongoing series, “Building Resilience,” covering issues facing the REIT industry as it remains focused on investing for the long term, Jeremy Porter, head of climate implications research at First Street Foundation , joins Nareit’s Jessica Long, senior vice president of environmental stewardship…

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Episode 491: Easterly CEO Says Government Restructuring Efforts a Tailwind for Growth 16:35

18d ago16:35

16:35

Darrell Crate, co-founder and CEO of Easterly Government Properties, Inc . (NYSE: DEA), joined Nareit’s REIT Report podcast to share his insight into how the REIT is addressing the commercial real estate needs of mission-critical U.S. government agencies. Crate noted that Easterly has been focused on efficiency since before the Trump administration…

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S3E07: Caregiving in Your 20s & Beyond: An Alzheimer's Story | Kristin Luckie (Caregiver Story 4/5) 52:39

16d ago52:39

52:39

Send us a text In this episode: Our guest, Kristin Luckie, shares her lived experience and journey of caregiving for her mother with Alzheimer's disease while she was in her 20s, an age group not often associated with caregiving for an older adult, although with an incredibly high prevalence. About the Guest: Kristin Luckie has crafted compelling s…

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Episode 490: SageWater COO on How Infrastructure Solutions Protect Multifamily Assets & Investment - Sponsored Podcast 11:37

20d ago11:37

11:37

David Schanuel, president and COO of SageWater, joined a sponsored episode of the REIT Report podcast to discuss the importance in the multifamily sector of including plumbing and mechanical infrastructure in capital improvement planning. SageWater helps multifamily owners protect their investment and improve residents’ quality of life through turn…

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The Roth Opportunity Hiding in the Market Meltdown - E20 28:25

25d ago28:25

28:25

Market corrections can be unsettling, but for savvy investors, they also unlock powerful planning opportunities. In this eye-opening episode, Michael and Brady break down why a down market might be the perfect time to consider a Roth conversion. Learn how converting pre-tax retirement savings to Roth during a downturn can reduce your tax liability …

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Episode 488: Jasper Street's Rob Main on REITs and the Reporting Landscape 11:55

1M ago11:55

11:55

Rob Main, managing partner at the shareholder advisory firm Jasper Street, joined the latest episode of Nareit’s REIT Report podcast. He discussed sustainability reporting and practical steps REITs can take to navigate the proxy season. Main described the corporate mood heading into proxy season as “anxious.” For many companies, however, as long as…

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S3E06: Self-Care for Caregivers: Lessons from a Lived Experience | Lani Almanza 52:54

1M ago52:54

52:54

Send us a text Lani, a native of the Windward side of Oahu in Hawai’i, is a wife, mother, grandmother, and seasoned professional with a rich background in education, business, and nonprofit sectors. With a Master’s degree in Communication from the University of Hawaii, Manoa, she dedicated 15 years to the American Cancer Society in leadership roles…

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Episode 447: Green Street Sees REITs as a “Relative Safe Haven” Amid Market Volatility 9:43

1M ago9:43

9:43

Danny Ismail, co-head of strategic research at Green Street, joined Nareit’s REIT Report podcast to discuss how real estate and REITs are positioned in the current highly volatile market environment created by last week's White House announcement on tariffs. Ismail said there's good reason to fear a slowdown in economic growth resulting from an inc…

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Student Loans: SAVE Plan Lawsuit, Time-Based Forgiveness, and PSLF Buyback Explained - E19 38:40

1M ago38:40

38:40

Michael and Brady dive into the rapidly shifting landscape of federal student loans — and why now is the time to pay attention. From the return of online applications at studentaid.gov to the major legal uncertainty around the SAVE plan, we unpack what borrowers need to do today to stay on track. Whether you're navigating income-driven repayment, t…

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Episode 446: Piedmont CFO Sherry Rexroad Sees Capital Markets Easing in Second Half of 2025 8:08

2M ago8:08

8:08

Sherry Rexroad, executive vice president and CFO at Piedmont Office Realty Trust, Inc. (NYSE:PDM), was a guest on the latest episode of Nareit’s REIT Report podcast. Rexroad discussed ways to work within the current environment of shifting interest rates, recession worries, and geopolitical tensions in order to remain consistent on strategy. “It’s …

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S3E05: The Intersection of Work & Caregiving: Lessons Learned | Lisa Dare (Caregiver Story 3/5) 56:10

2M ago56:10

56:10

Send us a text Lisa Dare, BSc. Pharm, CCC, PCC is principal and CEO of Lisa Dare and Associates. She is an executive coach, leadership practitioner, consultant and speaker with close to 20 years of experience. Her background includes practising as a clinical hospital pharmacist, a medical sales representative for several major pharmaceutical compan…

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Unlocking Digital Asset Potential with Expert Jake Claver 26:18

2M ago26:18

26:18

Digital Assets may be poised to revolutionize the financial world and the velocity of moving money across the economy. On this episode of Future Focused: Sophisticated Estate Planning, host Erin Nicholls and Corporate partner R.J. Kornhaas welcome guest Jake Claver, Managing Director of Digital Ascension Group, a multifamily office serving high-net…

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Episode 445: Mizuho’s Vikram Malhotra on Real Estate Implications of Growing Senior Population 10:37

2M ago10:37

10:37

Vikram Malhotra, managing director, real estate equities and research at Mizuho, joined the latest episode of the Nareit REIT Report podcast to share some of the findings from recent Mizuho research into the economic and investment implications likely to result from an aging population. Malhotra noted that the 75-plus cohort in the United States is…

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Should We Fear a Recession? Explaining Market Volatility - E18 30:14

2M ago30:14

30:14

The stock market has been a wild ride lately, and if your emotions are following every twist and turn, you're not alone. Market swings can be nerve-wracking, but staying level-headed is the key to long-term success. In this episode, Michael and Brady break down exactly what market volatility means for your investments, no matter where you are in yo…

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Episode 444: Nareit Hawaii Executive Director on Making the State a Better Place for Future Generations 10:24

2M ago10:24

10:24

Nareit Hawaii Executive Director Gladys Quinto Marrone was a guest on the latest episode of Nareit’s REIT Report podcast. Marrone discussed the mission of Nareit Hawaii, including its community outreach work. As to how the Nareit Hawaii Community Giving Initiative, established by the Nareit Foundation, goes about selecting the programs it chooses t…

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S3E04: Self-Management Strategies for A New Diagnosis | Janice Russell 54:08

2M ago54:08

54:08

Send us a text Janice Russell, the Overwhelm Slayer, deals with the aftermath of a health diagnosis. Clients hire her when they want to optimize their life after a medical diagnosis (brain-based disorders, autoimmune diseases, and/or body-based conditions). With virtual coaching and accountability, they become successful with crossing off their to-…

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Episode 443: Cohen & Steers’ Ji Zhang Sees Scope for REITs to Outperform Equities 8:27

2M ago8:27

8:27

Ji Zhang, portfolio manager for global real estate at Cohen & Steers, was a guest on the latest episode of Nareit’s REIT Report podcast. Zhang spoke about her firm’s recent entry into the active exchange traded fund space, including the Cohen & Steers Real Estate Active ETF. Zhang explained that the ETF is designed specifically to invest in “high c…

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Are You Really on Track for Retirement? The $7.9M Wake-Up Call | E17 30:37

2M ago30:37

30:37

Retirement—it's the finish line we're all running toward, but how do you know if you're actually on track? Michael and Brady break down the key questions you need to ask yourself, the common pitfalls to avoid, and the real numbers behind what it takes to retire comfortably. Whether you're in your 20s just starting to save, in your 40s navigating pe…

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Episode 442: Uptick in REIT Leadership Transitions Expected to Continue: Ferguson Partners 17:59

2M ago17:59

17:59

Bill Ferguson, co-chairman and CEO of Ferguson Partners, and Mike Cordingley, who leads Ferguson’s North American Management Consulting and Leadership Consulting Business Units, were guests on Nareit’s REIT Report podcast. Ferguson and Cordingley discussed their latest research into REIT CEO succession trends and shared best practices for transitio…

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Artful Estate Planning: Strategies for Collectors with Deborah Robinson 32:37

2M ago32:37

32:37

The disposition of unique assets like art collections requires proper planning. On this episode, Partner Michael Clear and Associate Kaitlyn Pacelli speak with Deborah Robinson, Partner at Art Market Advisors. Deborah emphasizes the importance of early conversations to streamline the process. She also dives into the implications of appraisals, sale…

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S3E03: Navigating Grief throughout the Caregiving Journey | Sarah Boss (Caregiver Story 2/5) 48:44

3M ago48:44

48:44

Send us a text Sarah Boss is a Healer who combines Astrology with different Holistic Healing modalities to help people successfully navigate and transform through major life transitions, activate their inner power and manifest the life of their dreams. Her passion for spirituality, combined with travel, has led her to study diverse types of energy …

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Episode 441: REIT Performance Over 25-Year Period Warrants Inclusion in Investment Portfolios: CEM 16:20

3M ago16:20

16:20

Maaike van Bragt, senior research associate, and Chris Flynn, head of product development at CEM Benchmarking, were guests on the latest episode of Nareit’s REIT Report podcast. Van Bragt and Flynn discussed some of the findings from the 2024 CEM Benchmarking study into investment performance across various asset classes. In research sponsored by N…

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Waiting on THIS Could Cost You More Than You Think - E16 37:32

3M ago37:32

37:32

Most young professionals think they’re invincible. They’re healthy, thriving, and focused on building their careers and wealth. The idea of life insurance? It often gets dismissed as an unnecessary expense—something to "deal with later." But what if later never comes? In this episode of Financial Fortitude, hosts Michael Acosta and Brady Hemerly br…

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Episode 440: Prologis Sees Rebalance of Logistics Real Estate Supply & Demand in 2025 12:46

3M ago12:46

12:46

Melinda McLaughlin, global head of research at Prologis, Inc . (NYSE: PLD), was a guest on the latest episode of Nareit’s REIT Report podcast. She discussed broad trends impacting logistics today, including global trade, delivery speeds, new construction, e-commerce, rising barriers to supply, standout global markets, and more. McLaughlin said 2025…

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Wealth Wars: Navigating the Battlefields of Family Disputes with Partner Steve Malech 31:29

3M ago31:29

31:29

When families clash over control of substantial wealth, whether in connection with the testamentary wishes of a loved one or the management of assets in an estate or trust, hiring the right fiduciary and probate litigator can make all the difference. In this episode, Partner Michael Clear sits down with Wiggin and Dana Partner and Chair of the Fidu…

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S3E02: Overcoming Family Trauma for Unexpected Caregiving | Dana Kaplan 56:28

3M ago56:28

56:28

Send us a text In this episode, Dana Kaplan shares her journey through an unexpected caregiving journey and how she navigated family trauma. About the Guest: As a retired classroom educator, certified trauma specialist, and coach for neurodiverse learners, Dana Kaplan has become an internationally recognized specialist focused on accessibility, inc…

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Episode 439: JLL Income Property Trust’s Allan Swaringen Sees Continued Growth for NAV REITs 10:53

3M ago10:53

10:53

Allan Swaringen, president and CEO of JLL Income Property Trust, was a guest on the latest episode of Nareit’s REIT Report podcast. JLL IPT is a daily NAV REIT that owns and manages a diversified portfolio of apartment, industrial, grocery-anchored retail, health care, and office properties located in the United States. Swaringen said JLL IPT’s mis…

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Cfps Podcasts

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