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Ken Tumolo and his son Nick Tumolo join you on the Tumolo Financial Radio to offer solutions and strategies for your retirement needs. With decades of financial experience, Ken and Nick offer tax recommendations, Social Security maximization, wealth management, retirement income planning and much more.
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The Collective Impact Forum is here to share resources, tools, and stories to support social change makers working in cross-sector collaboration.
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Gregg MacInnis, Owner and President of Gmac Family Financial, joins you on Countdown to Retirement to offer up innovative financial strategies, solutions, security, and overall financial health. Listen as Gregg talks about his passion to serve his community and break down financial planning for your retirement.
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Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com. Be sure follow us on social media! Acute Wealth Blog: http ...
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“Unleash Your Wealth” is dedicated to empowering the investor and retirement saver with the information they need to expect more from their financial advisor. Raj Shah is the president and founder of SC Wealth Advisors in Chicago, Illinois. He and his team have more than a half a century combined experience working for their clients! Learn more about Raj and his team at https://scwealthadvisors.com Follow on Facebook, LinkedIn, and Twitter!
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You’ve worked your whole career to reach the top of the mountain, but now that you’re thinking about retirement, who will help guide you back down the trail? Each week, Shawn O’Keefe of Summit Wealth Strategies™ in Denver, Colorado and Minnetonka, MN, discusses the different topics and challenges that retirees face in today’s world. Learn about different ways to help prepare for retirement with the team from Summit Wealth Strategies™. Visit us online! Investment advisory products and service ...
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The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up their retirement plans. Hosts Mike Canet and Ryan Herbert are independent financial advisors with decades of experience. They tackle the tough financial issues that matter most to you, from saving for retirement to reducing taxes. Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you. Tune in each week for practical tips and strategies on ...
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Mike Riedmiller, President of Riedmiller Wealth Management joins you on Smart Retirement Strategies each week to break down retirement and offer up creative solutions for your future. Listen as Mike Riedmiller talks about his passion for helping people, the importance of holding a fiduciary standard, and offers up transparent advice.
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Just like how a roux is the essential base for many iconic Cajun and Creole dishes, a proper plan is essential for a healthy retirement. Join "Acadiana's Retirement Strategist" John Blanchard as he discusses concepts on how to set yourself up for a financially bulletproof retirement. Questions about your retirement? Reach out to the team at Matthew James Tax & Wealth Management by calling 337-366-8366 or head over to www.MatthewJames.com.
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As the founder of Ashton And Associates, Abe Ashton has more than 20 years of experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for. To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
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What if there is a way to transform society and create a world that values caring, nature, and shared prosperity? The POP podcast brings you the voices of people who are doing just that - people who are applying the Partnership ethos, the ground-breaking alternative to Domination Systems that are the root of our most pressing challenges. The Partnership movement was pioneered by Riane Eisler, internationally acclaimed author of The Chalice and the Blade, Nurturing Our Humanity, Sacred Pleasu ...
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Financial Straight Talk with Jim Fox: No-nonsense financial advice from a financial industry veteran with over 20 years of experience. Learn ways to help your financial literacy, make financial decisions, and reach your financial goals. No confusing jargon or pushy sales tactics. Learn more about Jim and his team here: https://yourwfg.com/ Follow on Facebook & YouTube! About Jim Fox, Founder & President: Jim Fox is a veteran of the United States Marine Corps and a financial advisor with over ...
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Planning for retirement is not a guessing game. Now is the time to plan! What have you done to protect yourself from another recession? Can you afford to ride the waves of a volatile market? When the paychecks stop but the bills keep coming, how are you going to maintain your lifestyle? For more than 30 years, retirement income specialist Steve Anzuoni of Fairway Financial, Inc has been using customized strategies to help people just like you build a successful retirement that includes guara ...
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The Expedition Retirement by Golden Reserve podcast is for every-day retirees. We challenge financial advisors and the fees the trillion-dollar industry takes from your hard-earned savings. Join us each week for straight shooting, honest insights on protecting your assets from taxes, market risk, fees and long-term care. We'll also challenge financial advisors and the fees the trillion-dollar industry takes from your hard-earned savings. Subscribe or follow so you never miss an episode! Lear ...
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Philanthropy Partnership - providing insight into philanthropic strategy and meaningful investment in impact.
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Retire with confidence with the Retire(Meant) For Living Podcast with JoePat Roop. JoePat Roop is Founder, CEO and Chief Investment Strategist at Belmont Capital Advisors, and he's been helping people build successful retirements for over 25 years. His One Page Retirement Income Plan is a simple, yet effective way to ensure that you have the income you need to retire comfortably. Don't miss an episode! Subscribe and follow. Learn more online at Belmont-Capital.com or on social: Facebook, Ins ...
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Corey Hodges is the owner and founder of Fortified Futures Wealth and Retirement Advisors. Corey and his team focus on wealth management and retirement strategies. “Fortify Your Future” is dedicated to empowering the investor and retirement saver with the information they need to expect more from their financial advisor. Listen to “Fortify Your Future Radio” Saturdays at 11:30 a.m. and Sundays at 8:30 a.m. on News Talk 94.5 WPTI!
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A community-organized series of interactive panels, talks, and networking taking place in Davos, Switzerland - and online - in parallel to the World Economic Forum’s Annual Meeting.
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The Force & Friction Podcast, your go-to show for the latest GTM, RevOps, AI and Partnership Strategies, Discussions & Interviews
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Retirement Coffee Talk is the ultimate podcast for anyone seeking financial insights on retirement planning. Join Charisse Rivers, the founder and president of Zinnia Wealth Management, for a blend of fun and informative discussions on the latest financial trends and the keys to achieving a fulfilling retirement. Whether you're a seasoned investor or just beginning your financial journey, Retirement Coffee Talk is your go-to. Tune in weekly and empower yourself to make confident financial de ...
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Welcome to the Freedom to Retire podcast with host and financial advisor Jim Cipriotti! Join us as we explore the intricacies of retirement preparedness with Jim, a seasoned advisor from Retire Ready Financial Group. In each episode, Jim delves into essential retirement topics, analyzes current trends, and imparts invaluable tips to fortify your journey towards retirement with confidence. Join Jim as he covers key principles for attaining financial security, aiding you in crafting the envisi ...
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Welcome to Empower Your Retirement podcast, your trusted companion on the path to retirement prosperity. As the cornerstone of financial security for families and individuals, we're dedicated to making your retirement dreams a reality. Dive into insightful discussions led by the Guida family, renowned for their decades of experience in financial planning and wealth management. Tune in to our podcast as we share actionable insights, insider tips, and expert advice to navigate the complexities ...
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The Retirement Solution podcast with Jon Hicks is your irreverent, in-your-face, and inspiring guide to retirement planning. Jon, the author of "The Retirement Solution," covers the financial headlines and helps listeners focus on ways to reduce fees, taxes, and squeeze every available penny out of their retirement portfolio. Whether you're just starting to plan for retirement or you're already in the thick of it, The Retirement Solution has something for you. Jon's unique approach is design ...
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Welcome to "Charleston's Retirement Coach," hosted by Brandon Bowen, seasoned financial advisor and founder of Bowen Wealth, LLC. Each week, join Brandon as he unpacks the complexities of planning for retirement with straightforward, actionable insights tailored specifically to help you achieve financial peace of mind. In Charleston and beyond, retirement planning can seem daunting. Brandon brings over two decades of experience directly to you, covering everything from investment strategies ...
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The Retirement Key podcast is a resource to gain insight and learn strategies for a more successful retirement. Join Abe Abich has he shares his decades of experience on a wide variety of topics from from Social Security and retirement income, to estate planning. Whether you're just starting to plan for retirement or you're already in the thick of it, The Retirement Key has something for you. In each episode, Abe provides ideas on personalized solutions to common retirement challenges. Subsc ...
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Hello there. Welcome to the Maker Manager Money podcast with Kyle Ariel Knowles. This podcast is about entrepreneurs, solopreneurs, founders, business owners, and business partnerships, from startups to stayups, to inspire entrepreneurs to keep going and future entrepreneurs to just start.
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Good For Others highlights positive change-makers from various charities to inspire and motivate people to volunteer and get involved in their communities. With interviews of major philanthropists, nonprofit leaders, and incredible volunteers, we share stories about how nonprofits are solving critical needs throughout the world.
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Over 22 years ago, George Fossing’s passion for creating financial solutions for clients began. He founded NorthStar Financial & Retirement Planning to focus on educating people about their investment and retirement planning options, and ultimately help his clients achieve the retirement they’ve worked so hard for.
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Making Utah is the voice of Utah manufacturing. It's where you get a behind-the-scenes look at products made in Utah and the people who are making them. Talking with founders and executives, we'll dig into the raw material behind these businesses' histories, failures, successes, and lessons learned. You'll be surprised to discover what's made in your backyard.
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Retire with confidence! Introducing "Michigan's Retirement Coach," podcast- one of Feedspot's "Top Retirement Podcasts You Must Follow!" Join Mike Douglas and his engaging series as he draws upon insights from real clients and their stories to help you make the most of a fulfilling retirement. Mike and the whole team at LifePlan Financial Design can help you navigate the complexities of retirement planning in Michigan. Click for your personalized Retirement Roadmap here! Follow on Facebook, ...
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Crypto Altruists: Real-World Stories of Social & Environmental Impact with Web3
Crypto Altruists
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Looking to explore how blockchain, Web3, and emerging technologies like AI are changing the world for the better? Welcome to Crypto Altruists (formerly Crypto Altruism), the podcast where we highlight real-world stories of social and environmental impact powered by cryptocurrency and Web3 innovation. Each episode features inspiring interviews with Web3 builders, changemakers, and impact leaders using decentralized technologies to tackle global challenges like climate change, financial inclus ...
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Your weekly half-hour program about environmentally informed gardening. Each week we bring you a different expert, a leading voice on gardening in partnership with Nature. Our goal is to make your landscape healthier, more beautiful, more sustainable, and more fun.
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Visual Eyes Podcast — Where Nonprofit Stories Come to Life Hosted by Chris Baker and powered by Visuals by Momo, the Visual Eyes Podcast explores the intersection of storytelling, strategy, and social impact. Each episode features nonprofit leaders, community changemakers, and purpose-driven businesses that are making a difference. You’ll hear: ~ Interviews with nonprofit leaders and industry experts ~ Visual storytelling strategies that connect and convert ~ Fundraising and marketing insigh ...
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Stop, Collaborate and Listen! Collaborative Partnerships for Broader Impacts Design
Partnerships for Broader Impacts Design
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The Collaborative Partnerships for Broader Impacts Design project aims to assist higher education institutions and informal science education organizations to develop robust partnerships through the design of education-based Broader Impacts. This podcast is our way of sharing key insights and lessons learned to support our university and science center colleagues in their endeavors to achieve broader impacts through partnerships around public engagement with science. All resources mentioned ...
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On Scaling Impact we’ll interview leaders in strategy and impact at mission driven organizations that have dramatically increased the level of impact at their organizations.
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Ask Christa! is the place where you can ask questions about how to work through business challenges and workplace issues. Each episode focuses on one common question and offers additional resources to learn more. Ask Christa! Business Questions, Straight Answers, Real Impact © 2025 Christa Dhimo in partnership with Impono LLC and 21st Century Strategies. Ask Christa! has a pending Trademark. All Rights Reserved.
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Stephan Piscano founder of The Real Estate Networking Group the largest real estate group online interviews experts in real estate, finance, sports, motivation and more as we use common sense concepts to give investors insights on financial markets and have a lot of fun talking sports, politics and business motivation as well!
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The official podcast of KRA Corporation. Discover workforce topics and trends you need to know on the go!
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Let's face it, achieving great business results as an entrepreneur is rarely accomplished alone. There is always someone out there that can solve problems faster and easier than you can. What if you could leverage a strategic partnership or creative collaboration to accelerate the growth of your business? This show is all about how Chuck Anderson and his entrepreneur friends have leveraged partnerships and collaborations to increase our business results and make a BIG positive impact on othe ...
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When you think about the next 30-40 years of life, what do you see? Are you happily retired, checking items off your bucket list? Or are you struggling to pay your bills? If you don’t have a plan for retirement, you’re already behind! Kevin Bock, of Integrity Retirement Solutions, uses his three decades of experience to help people just like you cross the retirement finish line with the confidence that comes from having a customized income plan. When planning for your financial future, there ...
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Tyler Cowen engages today’s deepest thinkers in wide-ranging explorations of their work, the world, and everything in between. New conversations every other Wednesday. Subscribe wherever you get your podcasts.
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As part of Deloitte’s WorldClass ambition to impact 50 million people, our partnership with One Young World (OYW) develops young professionals into future leaders who can solve the world’s toughest problems. Have any questions? Reach out to us at [email protected] #deloittevoices
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Welcome to the show, where we explore the world of business ethics and how it can benefit companies, employees, customers, and the world. Hosted by Blake Peterson, a licensed financial planning expert based in Omaha, Nebraska, and a passionate advocate for ethical leadership. From startups to established corporations, we feature guests who are leading the way in ethical business practices. We believe in a better way of doing business, and we're here to showcase the power of ethical leadershi ...
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This is IAOP PULSEcast, where we explore topics big and small affecting the world of collaborative partnerships. From AI and RPA to governance, contracts, digital technologies, outsourcing, impact sourcing and more, PULSEcast covers the latest trends and best practices to keep you educated and informed. http://www.iaop.org
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The Barton Partnership's Spotlight On podcast brings together global executives, entrepreneurs and experts, sharing inspiring stories and shining a light on some of the most pressing issues facing businesses today.
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Projectified[R] is your guide to the future of project management. Created by Project Management Institute, this podcast is for people who lead strategic initiatives and collaborate on teams to deliver value to their organizations. It features dynamic thought leaders and practitioners who share their real-world experiences and expertise to inform, inspire and prepare you for success.
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Car crashes are the number one killer of teens in America, but many of us feel like it won’t happen to us. It Won’t Happen to Me is a podcast series produced by Impact Teen Drivers in partnership with the Office of Traffic Safety and the California Highway Patrol. Learn more about Impact Teen Drivers, our mission, and our programs at ImpactTeenDrivers.org.
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Each of our podcasts discusses one episode of ”The Bond” TV show, which interviews experts in nature and sustainability topics. We discuss the impact on nature, our environment, our community and how the topics covered in the show impact our lives and relationships. From falconry to military jets, NASA, cow therapy, dog training, cat breeding, rescue shelters, spearfishing, and PTSD therapy dogs kayak with veterans...all these experts have some way they impact us. Join us for engaging topics ...
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Join our hosts Keith Posehn, Dafra Sanou, and Liem Vuong as they discuss issues facing marketing and growth teams that are working to unlock partnerships at scale. Each week we have a new episode covering what you need to know to grow your partner programs.
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Enhancing Partnerships for Greater Impact
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In this episode, we’re talking how to craft the right incentives for your partners to create growth. The structure you set can either drive real performance or quietly drag down your program. We get into how tiered bonuses can unlock more revenue, when to lower commissions, and what it takes to shift partners from passive to proactive. Sometimes a …
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Beyond War: Jim Merkel on Personal Choices and Global Impact
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Engineer-turned-documentarian Jim Merkel shares his awakening from narratives that normalize war and environmental destruction. A compelling look at how a society's choices related to procreation and consumerism have ripple effects across generations across the world. SUPPORT THE POWER OF PARTNERSHIP PODCAST (https://www.buzzsprout.com/2207697/supp…
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Shaquille O'Neal talked about investing in his favorite cereals early in his career and makes sure to only invest in things he understands. While it might not be cereal, Jim Fox knows that it's a good idea to know what is in your portfolio so you're not surprised when there might be changes in the market. And also, don't just buy something because …
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Life After Work: Finding Fulfillment in Retirement
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Are you retiring to something or just stepping away from work? Mike Douglas dives into the heart of retirement planning, exploring how purpose, legacy, and life goals shape your post-work years. Inspired by the story of Anne Schroeder, a 94-year-old who worked for 75 years, Mike highlights the importance of aligning your financial plans with what t…
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Can You Thrive Off 5% Returns in Retirement?
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Retirement doesn’t have to mean taking unnecessary risks with your savings. Mike Canet & Katherine Groce explain how thoughtful planning and tailored strategies can help retirees create sustainable income streams while minimizing exposure to market volatility. They highlight examples of retirees, like one who thrives with just a 5% return by living…
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Mastering Roth Conversions: A Retirement Game Changer
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Damon Roberts & Matt Deaton explore how tools like Roth conversions can reduce taxes and provide long-term financial flexibility. By converting pre-tax accounts, such as 401(k)s or IRAs, into tax-free Roth accounts, retirees can shield their income from potential tax increases. They discuss the importance of understanding tax brackets, diversifying…
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Jim Cipriotti delves into the complexities of retirement planning amidst market fluctuations, emphasizing the importance of having a solid financial strategy. He discusses the risks of trying to time the market, the variety of financial instruments available for safety, and the necessity of professional management. This episode also highlights the …
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Risk, Reward, and Retirement: Are You Ready?
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Retirement planning can be a critical turning point in financial security—are you prepared to tackle the risks and rewards? Frank and Frankie Guida unpack retirement portfolio strategies, emphasizing the importance of balancing risk tolerance and long-term growth. They explore the dangers of market downturns during retirement years and offers a com…
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When you get into retirement, you’ll pay fewer taxes…right? Not always. We have a story that shows how important it is to consider IRA-to-Roth conversions in your 60s. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. See omnystudio.com/listener for privacy informa…
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In this episode, John Blanchard discusses the intricacies of retirement planning, focusing on balancing risk and security in investment portfolios, the importance of tactical planning, and the need for regular adjustments to financial plans. He emphasizes the significance of finding purpose in retirement and how to effectively use the tax code to e…
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We go through some of the mistakes people make when moving money from an IRA or 401(k) to a Roth. We also share a story of a 90-year-old who choose not to do conversions and is now in a tax nightmare. Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth…
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Warren Buffett’s Timeless Rules Meet Modern Retirement Challenges
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What does Warren Buffett’s investment wisdom have to do with your retirement? Jon Hicks dives into his core principles—stick to a plan, avoid emotional decisions, and don’t lose what you can’t afford to lose—and reimagines them for today’s retirees. From “bucket strategies” that ensure financial stability to balancing traditional investment approac…
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Retirement Done Right: Planning for Life’s Curveballs
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Retirement planning isn’t just about numbers; it’s about adapting to life’s twists and turns. Ken and Nick Tumolo dive into the timeless wisdom of Warren Buffett, emphasizing the importance of avoiding emotional decision-making in investments and staying prepared for changes in laws, taxes, and personal circumstances. Real-world examples highlight …
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5 Benefits of a Comprehensive Retirement Plan
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How can you transition seamlessly from accumulating wealth to living off it in retirement? Abe Abich goes through the crucial shift from phase one financial planning to phase two: mastering income generation, mitigating taxes, managing risks, and building a legacy. Through thoughtful discussions, listeners will uncover the importance of clarity, st…
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Ask Christa! Season 1 Reflections: What if You Consider Yourself First? (Negotiations, Conflict Management...) (S2E13)
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Summary In this episode, Christa Dhimo wraps up the first season of her podcast by emphasizing the importance of self-awareness in navigating business challenges and workplace issues. She discusses how understanding our own needs and concerns can enhance our ability to influence, negotiate effectively, and handle conflict management more productive…
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From Global Brands to Local Impact: Sales, Leadership & Empowering Women in Tech | Kate Parashina | S4:E6
1:11:13
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Send us a text Here are the core areas we discuss in today's episode: From Global Brands to Local Champions: Finding the Right Fit Kate’s career path took her from some of the world’s biggest names to supporting local tech communities and scaling startups. She shares how the discipline and process of global brands gave her a foundation for creating…
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Will Falling Interest Rates Affect Your Retirement? | Does the 'Warren Buffett Way' Still Work? | The #1 Thing People Want from Their Retirement Plan
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On this episode: Should you be building up your cash reserves? The MVP of your Retirement plan. Things to watch out for in an IRA-to-Roth rollover. Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTub…
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Overcoming the Fear of Running Out of Money in Retirement | Do You Have a “Newark” Portfolio? | These RMDs Are Killing Me!
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On this episode: Developing a “pension-like” income. Is your Financial Advisor communicating or are you in a blackout? A possible snag in the IRA-to-Roth conversion. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. See omnystudio.com/listener for privacy informati…
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Unlocking AI's Potential: How Entrepreneurs Can Amplify Success with Jonathan Mast
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Send us a text In this episode, host Kyle Ariel Knowles sits down with Jonathan Mast, an international speaker and AI consultant, to explore the transformative power of artificial intelligence in the business world. Whether you're an established entrepreneur or just starting out, this episode is packed with actionable insights to help you leverage …
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Episode 29 - IAOP Insights: Live from OWS25 - Inspiration Applied
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Inspiration Applied Kevin Parikh, COP, Chairman & CEO, Avasant, and Member of IAOP's Leadership Hall of Fame In today’s hyper-competitive and tech-driven world, the pace of innovation is accelerating at an unprecedented rate, reshaping industries and redefining how businesses operate. This keynote explores how organizations can harness the power of…
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Ask Christa! What if Failure Didn't Exist in the Business World?? (S1E12)
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Summary In this episode of Ask Christa!, Christa Dhimo explores the concept of failure in the workplace, emphasizing that it is crucial to focus on learning and achieving goals rather than being weighed down by the fear of failure, and the importance of reframing our understanding of failure and success. She discusses how perceptions of success and…
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Spotlight On with Bridget Walsh, Global Head of Private Equity at EY
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In this episode of Spotlight On, we sit down with Bridget Walsh, EY's Global Head of Private Equity (PE), who takes us through PE's remarkable journey, drawing on her vast experience leading PE professionals across 45 countries. Bridget reveals insights about the current state of private equity, highlighting that 78% of firms are holding assets bey…
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Who’s Promoting the Spread of Invasive Plants?
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Dr. Eve Beaury’s research reveals the outsize role American gardeners still play in supporting the propagation and spread of plants that are known to be invasive.
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AutoPGF Episode 4 - Decentralizing Humanitarian Aid: Crypto-Powered Global Impact with Stellar and Coala Pay
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Welcome back to AutoPGF: Funding Impact with Glo Dollar—a special podcast mini-series from Crypto Altruists that explores the future of Automatic Public Goods Funding, or AutoPGF for short, and the incredible organizations leveraging this new mechanism to scale their impact. For episode 4, we’re honored to welcome Anna Whitson-Diaz from the Stellar…
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Are You Making These Retirement Tax Mistakes?
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Greg Aler talks about minimizing taxes on your IRA and 401k in retirement, how improper tax planning could cost you half your savings and strategies to help you keep more of your money. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. See omnystudio.com/listener f…
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Navigating the Financial Crossroads of Retirement
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Planning for retirement can feel overwhelming, especially when transitioning from saving to spending. Damon Roberts & Matt Deaton explore strategies to create a sustainable financial plan that replaces your paycheck, balances risk and ensures steady income during retirement. They discuss how to use Social Security effectively, minimize taxes, and p…
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Behind the Mirror: A New Marketing Perspective
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In this episode, we dive into the complex world of marketing attribution and why it's time to move beyond outdated models like last-click. We unpack the limitations of multi-touch attribution and what it actually means to measure value in today’s performance-driven landscape. We also explore how brands can rethink how they reward partners - shiftin…
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We may not have a saving problem; we may have a SPENDING problem. Let’s give you the confidence to spend MORE! Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube! See omnystudio.com/listener for pr…
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Engineering the GTM Model: Operationalizing Go-To-Market with Revenue Architecture | Mats Forsgren | S4:E5
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Send us a text Here are the core areas we discuss in today's episode: The GTM Model as the Execution Layer of Revenue Architecture The GTM Model is where all the theory becomes tangible. While the first five models of Revenue Architecture define the who, what, and why of your go-to-market, the GTM Model defines the how. It’s the layer where strateg…
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Are You Using Outdated Financial Rules for Your Retirement?
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With retirement around the corner, it's time to rethink outdated financial rules. In today's world, applying strategies from 1995 to your retirement could leave you unprepared and vulnerable. Mike Douglas emphasizes the importance of personalized retirement planning, considering your unique needs, risk tolerance, and goals. Key actions include dete…
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Annuities in Your 401K AND The Second Chapter of Your Career
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In this conversation, Kacey Biddy and Ethan Glasgow discuss innovative retirement solutions, particularly focusing on BlackRock's new approach to 401k plans that incorporate annuities. They explore the implications of this strategy for future retirees, emphasizing the importance of understanding different types of annuities and their associated fee…
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What Happens to Your Wealth When You’re Gone? Lessons from Celebrities
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A financial legacy can be complicated and overwhelming, especially without proper planning. Jon Hicks discusses the importance of legacy planning and how failing to do so can lead to costly legal battles and hefty tax bills. Celebrity examples like James Gandolfini, Kobe Bryant, and Aaron Carter illustrate the consequences of not having updated est…
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Warren Buffet Retirement Lessons: Building Income Streams You Can’t Outlive
13:44
13:44
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Mike Canet and Ryan Herbert reflect on Warren Buffet’s recent retirement and one of his many famous quotes: “Never run out of money.” They discuss creating income streams that retirees cannot outlive and emphasize the importance of protecting savings from market volatility while ensuring consistent growth through methods like dividend-paying stocks…
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Are You Ready for Retirement Tax Surprises?
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Many retirees face unexpected tax consequences due to poorly planned rollovers and conversions. Financial advisors Nick and Ken Tumolo go through key strategies for efficient legacy planning, ensuring that your hard-earned savings go to your loved ones instead of hefty tax bills. Learn the importance of having a will and a trust, and the necessity …
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Raj Shah interviews Chicago’s own Bill Murray
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8:17
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Raj Shah had the opportunity to talk finances and more with comic legend Bill Murray. Two Chicago boys talk shop. If you have $500K of investable assets or more, schedule your complimentary portfolio x-ray and the “SC Wealth Second Look” with Raj and Rick, as they help you craft a comprehensive plan for your retirement: click here or call 312-345-5…
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When It Comes to Social Security, Don’t Panic – Plan It
9:10
9:10
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When It Comes to Social Security, Don't Panic - Plan It Within ten years, Social Security's Trust Fund is expected to run dry. If Congress does nothing, benefits could be cut as much as 20 percent. No wonder so many are claiming Social Security early at age 62 even though that leads to lower monthly checks. In this episode of Countdown to Retiremen…
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Hard to believe it, but Drew Barrymore turns 50 this year. She can't believe it either. She got her AARP card, but it brings up the question of whether 50 is the "right" age to start thinking about or implementing retirement planning. Jim Fox has an answer for you and other things to think about if you have a retirement plan or have thought about g…
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Managing Emotions During Market Volatility
23:11
23:11
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This week on Charleston's Retirement Coach, Brandon Bowen discusses his motivation for helping others navigate retirement planning, the importance of managing emotions during market volatility, the future of Social Security, and how to uncover waste in investment portfolios. He emphasizes the need for strategic planning and the value of having a fi…
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Financial Planning: What to Expect in Your First Meeting
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Curious about retirement planning? Financial planner Justin Dobak explains the first meeting process, emphasizing the importance of a holistic approach to retirement planning that covers investments, estate planning, tax planning, and insurance. Justin shares key topics discussed in the first meeting, such as bringing an open mind and being ready t…
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How to Boost Your Retirement Income: A Financial Game Plan
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10:31
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Ever wonder how to optimize your retirement portfolio? Frankie Guida and Noah Williams go through strategies for balancing risk and returns, analyzing underperforming investments, and making informed decisions to boost your retirement income. Learn how one couple reduced their risk while increasing their potential returns and saving on fees, transl…
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Airport delays and big speed bumps in retirement plans and advisors
13:22
13:22
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Mike Riedmiller discusses the major Newark Airport delays and he compares what led to those to what can lead to gridlock in one’s retirement planning. Mike shares how a plan is the first step in stability and how the lack of contingency plan for when problems arise can then cause greater problems. Mike also lays out characteristics in advisors to l…
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Solutions for the outdated 60/40 portfolio strategy
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Shawn O’Keefe and co-host Doug Turnbull talk about different approaches to portfolio diversification, other than the 60/40 stocks-bonds strategy. Shawn shares how bands have given bad returns, what institutional private credits are, ways that he and the Summit Wealth Strategies team can help minimize risk and maximize returns, and what he considers…
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Ask Christa! Ugh, I Yelled at Work, and I'm Ashamed-- What Do I Do?? (S1E11)
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Summary In this episode, Christa Dhimo addresses a listener's concern about yelling at work due to stress. She discusses the impact of workplace stress on performance, behavior, and emotional responses, emphasizing the importance of understanding and managing stress levels by diffusing stress to get back to a “Green” zone. She offers practical stra…
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Vietnman Veteran Deploys To Ukraine War: A Veteran's Mission. Memorial Day Special Episode From Ukrainian War
1:00:41
1:00:41
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Send us a text Dr. Patrick Guarnieri, a Vietnam combat veteran, recalls the moment in 2022 when watching Ukraine's invasion triggered memories of facing Russian-made weapons in Vietnam. Something deep within him knew he had to help. What began as a mission to offer de-escalation training has evolved into a remarkable humanitarian effort spanning fi…
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Building Foretopia: How David Lindmeir Is Transforming Businesses with NetSuite
57:46
57:46
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Send us a text Join us in this inspiring episode of the Maker Manager Money podcast as host Kyle Ariel Knowles interviews David Lindmeir, the founder and CEO of Foretopia. David shares his entrepreneurial journey, from his childhood experiences in his family's candy store to launching his first business, eWatches, and eventually founding Foretopia,…
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Selling Your Home With Seller Financing: How You Can Drastically INCREASE SALES/PROFITS!
26:18
26:18
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Send us a text Forget everything you thought you knew about selling real estate – this game-changing episode reveals how savvy property owners are earning 30-45% more by becoming the bank. Drawing from 17 years of experience and over 700 seller-financed deals, Stephan breaks down the extraordinary financial advantages that most sellers completely m…
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How Do We Solve the Fear of Running Out of Money?
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8:08
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The fear of running out of money in retirement is real, even for people with a lot of savings. What will it take to give you the confidence to spend and enjoy your retirement? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube. See omnystudio.com/listener for privacy…
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Don’t Miss This Essential Retirement Strategy
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Many people get to retirement saying…I wish I had done this. Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube! See omnystudio.com/listener for privacy information.…
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