Best Vision2020 Podcasts (2025)

1
Weekly Market Impact: June 2 39:21

1d ago39:21

39:21

This week, Phil has special guest David Vaughn, CIO of Global Strategies from ClariVest to discuss behavioral finance, its impact on investing and so much more.

1
Using All of Your CRM for the Good 10:41

5d ago10:41

10:41

Osaic's Technology Solutions Consultant Aida Dillman talks about how to use your CRM to the fullest capacity, to reduce costs, streamline processes and make the office run smoother. Hear expert tips on follow-ups, how to track progress and the importance of training on your CRM. Listen to Aida discuss using templates and how to create a meaningful …

1
Weekly Market Impact: May 27 30:29

8d ago30:29

30:29

This week, Phil is joined by Ben Dennis, CFA from the Ladenburg research team, to discuss Gold as an asset class and an update on markets.

1
Weekly Market Impact: May 19 30:46

16d ago30:46

30:46

This week, Phil discusses the implications of the US debt downgrade, last week's rally in stocks and the latest update on inflation.

1
Success: It Doesn't Come without Challenges 22:57

21d ago22:57

22:57

Hear from author and business creator Derrick Girard as he speaks with Osaic's Mark Matheny about the challenges that he faced on his career path. Derrick shares his thoughts on the powers of adaptation, and also dives into the disputes and lawsuits that he faced. Learn how goals can empower you for success and what it means to "figure it out" in t…

1
Weekly Market Impact: May 12 28:35

23d ago28:35

28:35

Markets up on the year? This week, Phil discusses US trade agreements with the UK and China and the positive impact on equity markets.

1
Weekly Market Impact: May 5 26:04

30d ago26:04

26:04

This week, Phil is joined by Aidan Redmond, from the Ladenburg research team to discuss the success of the Irish economy and the latest tariffs.

1
Teamwork that Multiplies 8:08

1M ago8:08

8:08

Technology Solutions Consultant Aida Dillman discusses how using the proper technology can multiply the rewards of successful teamwork. Listen as Aida talks about file sharing, online schedulers, AI (artificial intelligence) tools and real time messaging apps.By Geoff Severson

1
Weekly Market Impact: April 28 32:47

1M ago32:47

32:47

Big week for earnings and economic data, but that’s not why the markets are rallying. Phil breaks down the latest on market movements and reasons to stay invested.

1
Weekly Market Impact: April 21 33:00

1M ago33:00

33:00

This week, Phil discusses the current economic data versus what the headlines are suggesting and what is causing market volatility.

1
Utilizing Technology to Manage Clients 12:14

2M ago12:14

12:14

Osaic's Mananger of Technology Solutions Consulting, Mark Matheny, discusses the vital role of technology platforms to manage your financial clients. Mark gives excellent advice on handling life events using your CRM. Hear valuable instruction on using reminders, workflows, and customized templates. Learn how to best use tags and filters for segmen…

1
Weekly Market Impact: April 14 32:23

2M ago32:23

32:23

Tariffs, are they a reason to panic? This week, Phil discusses the impact of tariffs and ideas that may help filter out the noise.

1
Weekly Market Impact: April 7 40:13

2M ago40:13

40:13

This week, Phil has special guest, Steve Lowe, CIO of Thrivent to discuss markets, economy & tariffs.

1
AI in My Practice: Could I? Should I? 15:31

2M ago15:31

15:31

Expert financial technology consultant Eric Baumgardner from Osaic speaks about the latest news and updates about AI, artificial intelligence, as it relates to financial services. Hear him discuss regulatory compliance issues, data privacy and the interesting application of note-taking. What are "hallucinations" and why is that a concern? Eric talk…

1
Weekly Market Impact: March 31 24:26

2M ago24:26

24:26

This week Phil talks about a difficult first quarter, the importance of not panicking, which U.S. stocks are actually up and diversification being the key to success in the markets.

1
Weekly Market Impact: March 24 36:56

2M ago36:56

36:56

National Debt Doom and Gloom! This week, Phil is joined by Fred Boy, CFA and Analyst for Ladenburg, to discuss the causes, implications and outlook for US Debt.

1
Introducing New Technology to Your Clients 8:02

3M ago8:02

8:02

Listen as Technology Solutions Consultant Eric Baumgardner shares strategies on how to introduce technology to your clients. Hear how to create an "inner script" while identifying pain points. Eric also shares excellent methods for rolling out and how to leverage your CRM to help with the process.By Geoff Severson

1
Weekly Market Impact: March 17 38:29

3M ago38:29

38:29

This week, Phil welcomes special guest Brett Jenkins from Clarion to discuss opportunities in real estate and how to become an investor in a unique and different asset class.

1
Weekly Market Impact: March 10 34:32

3M ago34:32

34:32

Don't panic, sell-offs are normal! This is when diversification matters. Listen in to Phil’s update as to why it's happening and what opportunities are being created.

1
Weekly Market Impact: March 3 31:53

3M ago31:53

31:53

Are the Mag 7 still magnificent? Can the market climb the wall of worry? Listen in to Phil’s update for latest on market performance.

1
Have You Considered All of These Wealth Technology Options? 10:17

3M ago10:17

10:17

Technology Solutions expert Mark Matheny talks through a wide spectrum of all of the technologies that a financial advisor should be considering for their business. Mark shares insight into integrations, file-sharing, account aggregation and even using video in your business. Also hear some interesting points about text messaging with compliant sol…

1
Weekly Market Impact: February 24 32:31

3M ago32:31

32:31

This week, Phil is joined by Matt Crosby, Investment Associate with Ladenburg, for a market update and a discussion on tariffs and the impact on the US Economy.

1
How to Choose a CRM 10:20

3M ago10:20

10:20

Technology Solutions expert Mark Matheny from Osaic talks about the importance of using a CRM, and how to select one that will fit your business. Listen as Mark discusses topics such as scalability, support teams, back-ups and compliance. Also learn how to properly consider segmentation features and how the setup and install processes are expected …

1
Weekly Market Impact: February 18 42:48

4M ago42:48

42:48

This week Phil is joined by special guest, Greg Sharenow PIMCO MD & PM to discuss things we use every day- Commodities - and how they affect everything but also as a potential investment opportunity.

1
Weekly Market Impact: February 10 30:22

4M ago30:22

30:22

This week, Phil discusses the January effect, less Magnificent Seven, and labor market strength.

1
Weekly Market Impact: February 3 35:17

4M ago35:17

35:17

This week, Phil is joined by Ben Dennis, CFA, from the LTAM research team to talk about the future of nuclear energy and the impact of Tariffs.

1
Copytalk: Secure, Reliable Notes 20:31

4M ago20:31

20:31

Technology Solutions Consultant Aida Dillman speaks with Jason Peplinski, Vice President of FP Wealth Management, Inc., located in Lincoln, Nebraska, about the usage of Copytalk in his financial business. Jason has over 8 years experience using Copytalk and describes how it has transformed the way his office conducts client interactions. Jason also…

1
Weekly Market Impact: January 27 26:08

4M ago26:08

26:08

Diversification matters! Phil talks about new tech companies paying dividends to shareholders are commonplace and how diversification helps to lower risk. Also, why are interest rates staying stubbornly high?

1
Weekly Market Impact: January 21 18:54

4M ago18:54

18:54

Will the inauguration of Donald Trump lead to economic change? Listen in for the latest on markets and the potential impact.

1
eSignature is a Digital Expectation 8:32

5M ago8:32

8:32

Technology Solutions Consultant Aida Dillman describes the importance of using digital signatures for an optimal client experience. eSignature increases efficiency, accuracy, and timing. Hear how eSignature can impact your regulatory compliance while cutting costs. Use digital signatures for onboarding new clients, creating contracts, and more.…

1
Weekly Market Impact: January 13 31:13

5M ago31:13

31:13

This week, Phil talks about 2025 expectations and opportunities that the market will present, as well as the lead up to the all-important inflation data that we’ll get later in the week.

1
Weekly Market Impact: January 6 30:59

5M ago30:59

30:59

Phil looks back at 2024, what went right and what went wrong and discusses January expectations.

1
Weekly Market Impact: December 30 36:48

5M ago36:48

36:48

This week, Phil is joined by Matt, Ben, Aidan and Fred from the Ladenburg Research team to wrap up 2024! They will also discuss the lack of a Santa Claus rally and why markets have been volatile recently.

1
Weekly Market Impact: December 23 31:14

5M ago31:14

31:14

What happened to Santa? This week, Phil talks about the lack of a Santa Claus rally, stickier inflation, and 2025 potential risks to markets.

1
Hardware Requirements: What You Need to Know 20:22

6M ago20:22

20:22

Technology Solutions Consultant Eric Baumgardner talks about the critical aspects to hardware requirements for your computer needs as a financial professional. Eric will discuss vulnerabilities, upgrading your current machine, and your options as it pertains to Windows 10 and Windows 11. Also, hear him give advice in regards to how to choose a PC -…

1
Weekly Market Impact: December 16 33:47

6M ago33:47

33:47

This week, Phil is joined by Fred Boy, research analyst from LTAM, to discuss equity valuations and expectation for the next Fed move.

1
Weekly Market Impact: December 9 30:24

6M ago30:24

30:24

This week, Phil talks about the strong job numbers, services, the goldilocks environment we are in and markets at an all time high!

1
Remote Work: Doing It Right 25:14

6M ago25:14

25:14

Technology Solutions Consultant Aida Dillman talks about the effective ways to initiate working remotely. Using proper software and maintaining proper security standards, remote office setups can actually introduce new levels of digital benefits.By Geoff Severson

1
Weekly Market Impact: December 2 42:49

6M ago42:49

42:49

Art as an asset class? This week Phil has special guest Charles Livio Payne to discuss investing in art and the latest on markets. Read Important Disclosures: ltam.com/Disclosure

1
Weekly Market Impact: November 25 35:23

6M ago35:23

35:23

How much more do thanksgiving turkeys cost? Why is the S & P 500 at all time highs and bonds rallying? Listen in as Phil explains why!

1
A Good Team: Cloud Storage and File Sharing 7:34

7M ago7:34

7:34

Technology Solutions Consultant Aida Dillman from Osaic talks about the benefits of using cloud storage and file sharing as complimentary applications to one another. Hear how you can enhance your practice by improved synchronization of files, team collaboration, and better security.By Geoff Severson

1
Weekly Market Impact: November 18 27:37

7M ago27:37

27:37

This week, Phil talks about interest rates rising, the Federal Reserve being a little less kind to markets, but the US economy doing just fine.

1
Weekly Market Impact: November 11 23:28

7M ago23:28

23:28

This week, Phil talks about the euphoric market post the election, being prudent in your portfolio and what opportunities there are now!

1
Elevate Your Security, with Jay Peters 27:17

7M ago27:17

27:17

The data within your practice is invaluable and should be kept secure at all costs. Mark Matheny, Manager of the Technology Solutions Consulting Team at Osaic, speaks with Jay Peters, President and Co-Founder of Security Snapshot. Listen as they discuss the ever-growing need to defend against cyber attacks and how you can leverage a 3rd party to ha…

1
Weekly Market Impact: November 4 32:28

7M ago32:28

32:28

This week, Phil talks about the election, the latest on earnings, but more importantly a slew of economic data that tells us the economy is doing okay.

1
Weekly Market Impact: October 28 27:28

7M ago27:28

27:28

This is the big week for tech earnings. Can they continue to support the market? Listen in as Phil will cover that as well as the latest on consumer savings.

1
Weekly Market Impact: October 21 20:56

8M ago20:56

20:56

This week Phil talks about how markets continue to rally, data continues to be good enough and everything seems to be going better than expected. Can it last?

1
Converting Your Paper Piles to Digital Assets 19:31

8M ago19:31

19:31

Technology Solutions Consultant Eric Baumgardner with Osaic talks through the process of converting all of your paper piles into digital assets that are safer, more easily accessed, and cleaner. Hear how going digital will increase the value of your practice and make team collaboration much easier and more accurate. Also hear valuable tips on shred…

1
Weekly Market Impact: October 14 23:55

8M ago23:55

23:55

This week Phil talks about the strength of the US consumer, the latest on inflation and market expectations for the fourth quarter.

1
Weekly Market Impact: October 7 23:11

8M ago23:11

23:11

This week Phil is joined by Matt Crosby, analyst with LTAM, they discussed the implications of the resolved port strike and what it could have done to the US economy.

Podcasts Worth a Listen

Vision2020 Podcasts

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