Best Sage Advisory Podcasts (2025)

1
Insuring Tomorrow: An Interview with JD Colbert, Co-Founder of the Sovereign Insurance Association for Native Nations (SIANN) 19:09

1+ y ago19:09

19:09

This podcast episode from "Insuring Tomorrow" features Greg Cobb, Director of Insurance Solutions at Sage Advisory Services, and JD Colbert, Co-Founder of the Sovereign Insurance Association for Native Nations (SIANN). They discuss the intersection of captive insurance with the Native American community, emphasizing the unique role of tribal sovere…

1
The Sage Sustainable 50 12:18

1+ y ago12:18

12:18

In this podcast we interview Emma Harper, Senior Research Analyst, about The Sage Sustainable 50, an annual list of the most sustainable companies in the US bond market, based on the Sage ESG Leaf Score® methodology.

1
ESG and the Insurance Industry: The Wave is (Still) Building 23:21

1+ y ago23:21

23:21

The insurance industry is at a turning point. In an era where climate change and environmental responsibility are at the forefront of global conversations, the insurance industry is taking center stage. Welcome to “Insuring Tomorrow,” a series of podcasts where we take a deeper dive into the world of insurance and evolving trends in sustainability.…

1
What's in a name? The story of Sage Advisory Services 4:54

1+ y ago4:54

4:54

When Sage was being formed over a quarter of a century ago, our founders wanted to establish a firm with a clear purpose. At a recent town hall meeting, President Bob Smith delivered a short history of how Sage’s name came to be.

1
Outlook for Bond Investors: Improving Return Profile with Moderating Inflation 9:14

2+ y ago9:14

9:14

In this quarterly market review and outlook, Sage's Michael Walton and Thomas Urano discuss inflation, the Fed's policy response, and fixed income portfolio positioning. Michael leads Sage's Business Development Team, and Thomas is the Head of Portfolio Management.

1
Sensible Divorce Decisions with Carlie Berke 28:34

2+ y ago28:34

28:34

Divorces are not only emotionally exhausting, they can be financially draining. Over the course of such a trying procedure, you need someone in your corner who can help you best hang on to your assets and money, and keep the process as quick and painless as possible. On this week’s show, Barbara interviews Carlie Berke, CDFA, CVA, who breaks down n…

1
Wage Disparity and Contract Negotiations with Ann Chamberlin 16:52

2+ y ago16:52

16:52

Whether you are negotiating a pay raise, moving to a new company, or re-entering the work force, this episode is a great resource. Our guest, Ann Chamberlin, is a leader in early-stage technology companies and a key executive for successful mergers and acquisitions. Over the course of her career Ann spent considerable time on both sides of the tabl…

1
Fixing Career Burnout with Colleen Hauk 28:16

2+ y ago28:16

28:16

Burnout is real. Colleen Hauk, a bestselling author and professional speaker, tells us how to overcome the feelings of being overwhelmed and wanting to quit. She offers tips for communicating with your employer and spouse, and to prioritize life events so you can be your happiest and best self. Her goal is to teach you how to live “The And Life.” C…

1
Finding Your Life Passion with Jeffrey Bornman 37:46

2+ y ago37:46

37:46

Finding happiness and meaning in life can be difficult. In this episode, Jeffrey Bornman, a mind/body trainer and personal coach, reveals exercises for helping us to identify what gives us joy and purpose. Listen to the end and then click on his exercises. You may be surprised and delighted at what you find. When Jeffrey started his career over 30 …

1
Creating Your Ideal Life with Dr. Robin Buckley 25:27

2+ y ago25:27

25:27

Recovering from the loss of a spouse in not easy. We may feel sad, lonely, resentful, or any other vast array of emotions. In this episode Robin gives us practical steps for re-discovering (or maybe discovering for the first time) who we are, and how to create new friendships and relationships that will keep us whole and happy. When you’re done lis…

1
Estate Planning Essentials with Rod Hatley 31:39

2+ y ago31:39

31:39

Rod Hatley, a former JAG officer, found his calling as an estate planning attorney after he and his sister experienced an expensive and time consuming seven-year probate for his fathers’ estate. When Rod’s father fell ill, Rod tried to get his father to do the estate planning he needed. Unfortunately, his father had a mental block and could not bea…

1
The 5 F Words of Financial Planning 12:50

2+ y ago12:50

12:50

We all make mistakes. The 5 F Words of Financial Planning are critical concepts designed to inform and guide you on your investing and planning path. I think you will be surprised to learn what they are. Barbara Norman began her career in the Financial Services Industry in 1986. She is the CEO of Sage Path Solutions, a boutique firm that offers wea…

1
How to Create Positive Change with Charitable Donations with Radha Friedman 34:07

3y ago34:07

34:07

Navigating the needs of the world can be daunting. How can we be sure our chartable giving has the greatest impact? Radha Friedman, a Philanthropic Advisor, helps us create thoughtful and effective strategies for planned giving, and she offers tools we can access to help us evaluate charities. Radha Friedman is a philanthropy and social impact advi…

1
From Fear to Success with Dr. Izdihar Jamil - How a Computer Scientist Became a Sought After Media Expert 20:51

3y ago20:51

20:51

This episode of sage Money Conversations takes you on the incredible journey of Dr. Izdihar, as she shares her inspiring and touching story about powering through adversity and discrimination to become one of the leading female inspirational leaders and a best-selling authors. Dr. Izdihar Jamil is an immigrant, Asian, hijab-wearing, Muslim computer…

1
Getting Back On The Horse - Leadership Lessons from Zach Arend, Former Rodeo Cowboy 19:29

3y ago19:29

19:29

Zach Arend is a former rodeo cowboy, and a master at captivating audiences with powerful stories. As a professionally trained leadership coach he gives us hands-on tools for how to live more creatively and powerfully. Zach brings his stories and tools to stages and organizations across the US to produce transformations in personal development, lead…

1
Ep50: Cyber Monsters: All Tricks and No Treats 35:59

3y ago35:59

35:59

Sandra Estok became the victim of identity theft. Not only did it change her life, but the fall-out affected her work and almost destroyed her marriage. In this episode she shares her horrifying tale and teaches us how to protect yourself against hackers, scammers, and cybermonsters . Sandra Estok is the founder of Way2Protect™, author of the inter…

1
ESG: Another Layer of Risk Analysis for Short-Term Fixed Income Strategies 18:18

3y ago18:18

18:18

Sage's Lily Tu talks with CIO Bob Smith and Senior ESG Research Analyst Emma Harper about how Sage integrates ESG analysis into bond portfolios, the differences between ESG and impact, and how ESG integration can enhance financial outcomes.

1
Ep49: Finding Joy in Minimalism 22:41

3y ago22:41

22:41

Less really does means more! More money, more time, more peace of mind, more freedom to be who really are and to do the things that bring us joy. Stephanie Seferian is the best-selling author of Sustainable Minimalism and host of the top-rated podcast by the same name. Join us as we explore how to get to an unencumbered and happier life. Stephanie …

1
Fixed Income Outlook: Rates, Inflation & Recession Risk 15:34

3y ago15:34

15:34

In this quarterly market review and outlook, Sage’s Michael Walton and Thomas Urano discuss inflation, the Fed’s policy response, and fixed income portfolio positioning. Michael leads Sage’s Business Development Team, and Thomas is the Head of Portfolio Management.

1
Ep48: The Car Girl 22:54

3y ago22:54

22:54

Do you feel vulnerable when it’s time to get your car repaired? Meet Erika. She was taken advantage of by a car repair shop, and then made it her life’s mission to learn everything about cars and become a great service manager. Tune in as she tells her story and gives us some great tips. Erika Lara has been in the automotive repair business for 6 y…

1
Ep47: Fire Up Your Life 26:55

3y ago26:55

26:55

Fire Up Your Life Sage Money Conversations with Barbara Norman Episode 47 Fire Up Your Life with Kate Butler What kind of life do you want to have and how do you want to be remembered? Kate Butler is an international bestselling author and producer of the weekly TV show, Where All Things Are Possible. Join us, as she tells us how to create meaning …

1
Ep45: Navigating Grief 32:03

3y ago32:03

32:03

Grief is inevitable. The dilemma is how to deal with loss and move forward. Ligia Houben, a well published and sought-after grief expert, teaches us how to transform grief and turn it into meaning and personal growth. If you or a loved one is moving through a loss, please tune in! Ligia M. Houben MA, FT, FAAGC, CP is a whole-hearted educator who ha…

1
Ep44: Memory Loss and Keeping Control of Finances 28:46

3y ago28:46

28:46

Dealing with Dementia, Alzheimer’s, or just general aging and slowing down is stressful. Adding on to that, is the worry and the legal complexities for how bills and finances are handled. This has the potential for high drama! Amy Burfitt walks us through the conversations and nuances we need to be aware of. Learn to navigate the process and protec…

1
Ep43: Yours, Mine & Ours Estate Planning Considerations for Blended Families 44:33

3y ago44:33

44:33

How are assets protected and preserved when a new spouse (and maybe their kids) join the family? “It depends.” The inter-personal dynamics and the laws can be complex. Anne Wenger of McLaughlin Legal digs into the complexities of blended families and offers great strategies for passing assets. Anne is committed to providing hands-on legal services …

1
Ep42: My Second Chapter: Life After Widowhood 21:31

3y ago21:31

21:31

Sharon Herrick is a widow, and she is living the life she always wanted to live. It’s never too soon or too late to re-make ourselves. She inspires us to be open, wild and a bit crazy. Tune-in, as Sharon challenges us to do the same. Sharon Herrick grew up in Texas and attended St Mary’s University in San Antonio. She has worked in an array of prof…

1
Ep 041: What To Do When Someone Dies 42:29

3y ago42:29

42:29

The person who unwinds an estate has many time-consuming and complex tasks. The devil is in the details. Do they know what they must do, when to do it, and the liabilities they are assuming? Roberta walks us through the tasks of an executor. Roberta j. Robinson, attorney-at-law, is a California Board of Legal Specialization Certified Specialist in …

1
Ep 040: What Advisors Don’t Tell You About Social Security 41:09

3y ago41:09

41:09

The average household loses over $110K of Social Security benefits over their lifetime. Why? Social Security has 2700 rules, and their agents are not allowed to offer advice. Martha Shedden, a Chartered Retirement Planning Counselor, talks about some of the loopholes, what the mean to you, and where to get help. This episode is a great learning opp…

1
Ep 039: How To Keep Your House In A Divorce 37:07

3y ago37:07

37:07

Refinancing a home after a divorce is challenging. It may be do-able if you understand the critical steps and the nuances of the mortgage lending process. Zach Taylor has over 30 years in the mortgage business, and he specializes in divorce lending. Zach shows us how you may be able to keep your home in the divorce. Zach has 30 years of experience …

1
Ep 38: Taxes and The Sale of Real Estate 20:32

3y ago20:32

20:32

Alan Baskin, CPA, EA of Baskin of Baskin & Associates in Poway, CA Real estate taxes are complex. Taxes can vary by age, marital status, and personal circumstances. Don’t be surprised by an un-anticipated tax bill or overlook a tax code that could benefit you. Al Baskin CPA, EA, un-wraps some of the rules and nuances of the tax code, and more speci…

1
Ep 037: Income Taxes Demystified 20:20

3y ago20:20

20:20

Taxes may be stressful, but they don’t have to be complex. In this episode, Anne Burns, CPA gives us ‘tax primer’ and offers a few tax tips you may like. If you a person who never reads a tax return, but wants to be more pro-active, then this is your episode! Anne Burns provide high quality tax preparation, planning, and related consulting services…

1
Ep 036: Time to Escape 31:02

3y ago31:02

31:02

Life is short. Rather than thinking and dreaming about travel, it’s time to do it! Michelle Barth, owner of Just Escape Travel, gives us lots of tips for how to plan, reduce travel stress, and create lasting memories. I’m sending her bonus travel hugs for the list of apps she reveals in our podcast. Chief Escape Organizer Michelle Barth – has 11 ye…

1
Ep 035: Traveling on Points 24:29

3y ago24:29

24:29

Traveling on points takes a little bit of know-how but has huge rewards! Learn how Mike, a ‘points-chaser,’ earns and maximizes travel points on his credit card, and how he trades them in for amazing trips and vacations. #Travel #TravelPoints #Points #Credit #CreditCard #HowToPlanYourTrip Learn more about your ad choices. Visit megaphone.fm/adchoic…

1
Fixed Income Playbook for the Second Half 15:11

3y ago15:11

15:11

In this podcast, Sage's Michael Walton and Thomas Urano discuss the dynamics that have played out in markets over the last six months and Sage's outlook for the second half of the year.

1
Ep 034: Women Who Travel Solo 19:01

3y ago19:01

19:01

Love to travel, but afraid to go it alone? The world is your oyster, and we think you should go for it! Learn how our friend, Kathy Martin, a retired travel enthusiast plans her trips and the resources she uses. Enjoy! Kathy Martin is having the time of her life! After retiring from healthcare information systems, she has followed her passions for …

1
Ep 033: The 5 "F" Words for Financial Planning 12:50

3y ago12:50

12:50

We all make mistakes. The 5 F* Words are critical concepts designed to inform and guide you on your investing and planning path. I think you will be surprised to learn what they are. Barbara Norman began her career in the Financial Services Industry in 1986. She is the CEO of Sage Path Solutions, a boutique firm that offers wealth management, and f…

1
Ep 032:: Investing 101 29:51

3y ago29:51

29:51

No one teaches this stuff! What is a stock and what is a bond? How do advisors get paid and how do fees work? The financial services industry is complex and it lacks transparency. Be prepared to participate in conversations with your advisors. Barbara Norman began her career in the Financial Services Industry in 1986. She is the CEO of Sage Path So…

1
The Sage ESG Top 5 40:15

3y ago40:15

40:15

Sage President Bob Smith and Sr. Research Analyst Andy Poreda discuss the top ESG news stories of the week. Included in this week’s Top 5 are new U.S. solar initiatives, the continued crackdown on greenwashing, and ESG options in retirement plans.

1
Ep 031: Creating A Mindful Life 29:20

3y ago29:20

29:20

Reconnect to the beautiful parts of yourself. In her 8-step process, The Bridge, Melissa shares the value of slowing down, looking at our priorities, and allowing ourselves to live the life that makes us whole and happy. Tune and learn to connect to your heart. Melissa Bauknight is a multi-passionate entrepreneur, adventurer, mother, wife, and a Bu…

1
Ep 030: Create Positive Change With Charitable Contributions 34:07

3y ago34:07

34:07

Navigating the needs of the world can be daunting. How can we be sure our chartable giving has the greatest impact? Radha Friedman, a Philanthropic Advisor, helps us create thoughtful and effective strategies for planned giving, and she offers tools we can access to help us evaluate charities. Radha Friedman is a philanthropy and social impact advi…

1
Ep 029: Money, Romance, and Reality 36:07

3+ y ago36:07

36:07

One of the leading causes of divorce is money. In the episode Barbara and Dena talk about how to redefine life after divorce, the importance of having conversations about money while dating, and how to handle money in 2nd and 3rd marriages. The conversations may not be easy – but they are so worth it! Dena Silliman Nielson, J.D. is the author of Co…

1
Ep 028: Creating Your Ideal Life 25:27

3+ y ago25:27

25:27

Recovering from the loss of a spouse in not easy. We may feel sad, lonely, resentful, or any other vast array of emotions. In this episode Robin gives us practical steps for re-discovering (or maybe discovering for the first time) who we are, and how to create new friendships and relationships that will keep us whole and happy. When you’re done lis…

1
Ep 027: Family, Taxes, & Estate Planning- It's a Rubik's Cube 33:44

3+ y ago33:44

33:44

Families come in all sizes and shapes. Married, unmarried, registered domestic partners, LGBTQ+, kids, step kids…. The planning issues and options are endless, and each carries its own tax, legal, and emotional ramifications. It’s complicated. In this episode, Danielle breaks out of the norm and encourages us to start talking about the business iss…

1
Ep 026: When Life Says NO, Say YES Anyhow 27:46

3+ y ago27:46

27:46

Anuschka was given a devastating prognosis about her health. She made up her mind that the news was not going to define her or her life. Faith and determination gave her back her health. We hope you enjoy this episode and make the decision to say YES to life like Anuschka did. Anuschka Alborzian graduated with her Computer Science and Engineering d…

1
Ep 025: Can We Talk About Money? 23:29

3+ y ago23:29

23:29

Money can be a stressful and heated topic for couples, especially if they have different backgrounds and values systems. When the conversations get tough, Dana teaches us how we can reignite empathy and compassion. The ultimate outcome is that we can still dream and feel heard and valued - even if we don’t agree. Checkout this podcast and then chec…

1
Ep 024: Charitable Giving and the Various Tax Breaks 31:40

3+ y ago31:40

31:40

Ollie Benn and Barbara Norman talk about the gratification of giving, the impact of charitable donations, and the various tax breaks that a person may not know about – and should! Enjoy this feel-good episode as Ollie shares the successes that the Jewish Community Foundation has had with their quick response to the humanitarian crisis in Ukraine, t…

1
Ep 023: Wait! What? A Procrastination Expert?!? 26:58

3+ y ago26:58

26:58

Talia’s superpower is her ability to play and be creative. In this delightful episode, she teaches us the underlying traits of procrastination and what they tell us. In her own unique and wonderful way, Talia shows us how we can play with the “procrastination gremlin” and grow past the barriers that keep us stuck in life. Talia Dashow coaches peopl…

1
Ep 022: Aging 1-2-3 28:42

3+ y ago28:42

28:42

Julie Derry - Sage Money Conversations with Barbara Norman - Episode 022: Aging 1-2-3 - “How did this happen?” One morning we wake up and realize that we (or our parents) are 95 and need help. What now? Julie Derry walks us through the steps and the essentials of planning for Assisted Living. Julie Derry is a former Senior Marketing Executive and E…

1
Is the Bond Market’s Heat Wave Over? 12:27

3+ y ago12:27

12:27

Sage Managing Partner Michael Walton and Thomas Urano, who leads the Portfolio Management Team, talk about “the perfect storm” that caused one of the all-time worst quarters for the bond market. They discuss the three things that need to happen to get inflation under control and how Sage is positioned given the near-term outlook.…

1
The Material Shortcomings of Energy Transition and ESG Data 36:17

3+ y ago36:17

36:17

For this episode of the Sage ESG Podcast, Bob Smith, President and Chief Investment Officer at Sage sat down with Dan Romito, Partner at Pickering Energy Partners to discuss the energy transition.

1
Ep 021: Elevate Your Energy, Elevate Your Life 30:59

3+ y ago30:59

30:59

Joe Nunziata Sage Money Conversations with Barbara Norman Episode 021: Elevate Your Energy, Elevate Your Life None of us come into this life as a perfect person. In this enlightening episode Joe teaches us how identify our self-limiting beliefs and break negative patterns. When we heal and bring more peace and love into our lives, our lives change …

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