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Steve and Adam Van Wie are Certified Financial Planners™ in Jacksonville Beach, FL who operate the independent, fee-only RIA firm, Strivus Wealth Partners. Steve and Adam have more than 20 years of experience in the financial planning field, and over 50 years of combined business experience. Every Saturday they do a live, call-in radio show on WBOB AM 600 and FM 101.1 in the Jacksonville, FL market called the Van Wie Financial Hour. Call the show between 10 and 11 AM ET at 904.222.8255 to ge ...
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Ready to improve your health, wealth, partner intimacy, peer group, spirit, career, business, and more? Tune in to Get Yourself Optimized, a podcast full of secret knowledge that will enable you to reboot your life. www.GetYourselfOptimized.com
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Conversation among financial planners regarding the components of providing comprehensive financial planning services.
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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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Hard-hitting analysis of today’s most relevant financial topics Cover art photo provided by Icons8 team on Unsplash: https://unsplash.com/@icons8
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Are you looking to grow your wealth, achieve financial freedom, and spend lavishly on what brings you joy? Join Meagan McGuire, CFP®, ChFC®, CSLP®, Partner & Co-Founder of SLP Wealth, a fiduciary financial planning and coaching firm dedicated to helping everyday people take control of their financial future. We’ve helped clients manage student loan debt totaling over $4 billion and saving them a projected $569 million. Everyone should have access to the tools needed for long-term financial s ...
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Partnering to Create Wealth is a podcast from New York Private Finance (NYPF), hosted by David Marcus. NYPF provides loans to individuals using illiquid assets as collateral—including private company shares, LP interests, and real estate. Our clients include investors, entrepreneurs, and family offices who use our capital to invest in startups, grow businesses, meet capital calls, or buy out partners. This series explores a unique corner of the private credit market through conversations wit ...
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As a physician, you are overworked, overwhelmed, and under-supported when it comes to your money. The Physician’s Guide to Wealth Podcast is where you finally unpack the silent burdens of financial stress, burnout, and sacrifice—and take back control. Hosted by James Nutter, Fiduciary Financial Advisor & Partner at IM Wealth, this isn’t your typical conversation about money. It’s a raw, thought-provoking journey at the crossroads of purpose and prosperity—challenging everything you’ve been t ...
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The Purposeful Investor is a fortnightly podcast featuring digestible but thought-provoking and intelligent conversations about markets, leadership, psychology, and the lessons learnt along the way. Your hosts, Aden and David are from Capital Partners Private Wealth Advisers -Australia's' Professional Practice of the Year 2017, 2019, 2024. They support successful Australian families to create prosperous financial futures. Disclaimer: The information on this podcast is of a general nature onl ...
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Welcome to The Noble Perspective Podcast, where amazing things happen. Jeff Brainard, CFP®, CFS and Grant Glenn, CFA, CFP® discuss everything from wealth management to current events.
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Forthlane Features: Conversations on Global Wealth and Asset Management
Forthlane Partners, Stories and Strategies
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Forthlane Features is a podcast for individuals seeking insights into sophisticated global investment strategies. Through engaging interviews with experts in the wealth and asset management industry, the podcast provides listeners with access to the minds and institutions behind the world’s most sophisticated financial strategies. Forthlane Features is brought to you by Forthlane Partners. Forthlane Partners provides independent wealth and asset management services to ultra-high-net-worth cl ...
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Join Cannon Carr, former business owner and Partner at EP Wealth Advisors, as he has conversations with entrepreneurs on lessons learned from the trenches. Cannon and his guests talk about sustaining business success, while appreciating financial independence along the way. Do you want to learn more about the 3Rs, a wealth strategy for entrepreneurs? Visit cannon-carr.com to find more information as well as resources to help you on your entrepreneurial journey.
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Unlock financial clarity, confidence, and peace of mind with Metcalf Money Moment – the Podcast. Whether you’re preparing for retirement, navigating a business exit, or building generational wealth, our expert insights provide the clarity and confidence needed to achieve your financial goals. Hosted by Jeb Graham, Ethan Hutcheson, and Eric Wymore—seasoned financial professionals with a deep passion for empowering clients—this podcast brings decades of combined experience in wealth management ...
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Welcome to The Verdict: Estate Planning Through Film podcast by Farella Braun + Martel’s Private Client Group. In each episode, Farella Family Wealth Partner Hons Yung and his guest will provide an entertaining look at family wealth and estate planning topics through well-known Hollywood movies. Along with thought-provoking discussions of real-world legal issues, the episodes will include lively conversations about the movie itself, including fun facts, favorite scenes, and more. And lastly, ...
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Join us for the TIP Wealth Builder weekly podcast where we bring you insights, strategies and stories to help you compound your wealth and knowledge. Whether you are a seasoned investor, or just starting out on your wealth building journey, this podcast is designed to inspire, educate and empower you.
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The Wealth Enterprise Briefing highlights the latest trends in investment strategies for ultra-high-net-worth families. Join host Michael Zeuner, Managing Partner at WE Family Offices for interviews with industry experts about financial news and investment topics impacting enterprising families.
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Are you looking to grow your wealth passively while minimizing your risk? Whether you are interested in real estate, small business, private lending, venture capital, or other time-tested wealth-building strategies, you’re in the right place. Every week, we invite domain experts to speak on investments, tax and legal strategies, and much more, all with the goal of helping you build your portfolio wealth. Like and subscribe now so you don't miss an episode.
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🎙️ The Soul-Led CEO: Wealth Codes + Science Wisdom with Dr. Amen Kaur You’re not stuck — you’re remembering. What looks like sabotage, burnout, or fear of being seen… is often unprocessed trauma stored in your nervous system, blocking your full genius and wealth expression. The Soul-Led CEO is a space for conscious leaders, intuitive entrepreneurs, and high-achieving changemakers ready to build soul-aligned success without self-abandonment, collapse, or burnout. 🔥 About Your Host Dr. Amen Ka ...
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Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets
Michael Sidgmore
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Alt Goes Mainstream podcast is the place to turn to for interviews with some of the brightest and most experienced minds in the world at the intersection private markets and wealth management. AGM dives into investment strategies like private equity (PE), private credit, venture capital (VC), secondaries, GP stakes, infrastructure, real estate, wealth management, and comprehensively covers tools and frameworks for approaching private markets, such as asset allocation, evergreen funds, model ...
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Welcome to the Coso Capital Show! Thanks for stopping by! Coso Capital is a show dedicated to wealth building and private investing, but at its core, it’s really about designing the life you truly want. Whether you’re here to learn about personal finance, real estate, business, or personal development, we’ve got plenty of topics to explore. Who are we? We’re Denny and Dessiree (or just Dessi). Like many, we once wished for more—more freedom, more time, more financial security. Eventually, we ...
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Retired·ish is the retirement podcast for those exploring retirement and those currently in retirement. The retirement ideas and strategies discussed are focused around preparing for one of life's biggest transitions, and how to preserve the wealth that you have worked so hard to achieve! This educational podcast was created to provide you with confidence in your retirement planning decisions. Your host, Cameron Valadez, is a CERTIFIED FINANCIAL PLANNER(TM) and partner of financial planning ...
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🎓 Get free access to our 12-module Masterclass and start your journey today at TheWealthElevator.com/master. The Wealth Elevator is your ultimate guide to financial freedom. From my humble beginnings buying small rental properties in 2009 as an W2 working engineer to becoming a general partner in over $2.1 billion in assets, we reveal the three-step wealth-building system, covering: 🚀 Alternative investments to diversify your portfolio 💰 Tax income strategies for financial independence 🏦 Inf ...
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Welcome to Wealth Experience, a podcast by expert financial advisory firm, Alman Partners True Wealth. Join experienced Financial Advisers Kelsey Dent & Teneale Laister each fortnight for insightful and thought-provoking conversations with business professionals and life coaches, along with helpful everyday finance tips. Let us help you create a life based on your true north.
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The Annex Wealth Management Show in SWFL airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.
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Hosted by Nishlen Govender | Featuring Citadel Experts At Citadel, we believe that true wealth is freedom, the freedom to shape your next chapter, the freedom to dream boldly, the freedom to live beyond the ordinary, and beyond expectation. From your first job to building a family, launching a business, or preparing for retirement, every chapter of life presents unique opportunities and financial decisions. Welcome to The Wealth Journey, a podcast series where we explore life’s milestones an ...
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The Retirement Blueprint Radio Hour
Tim Lofton - Host of The Retirement Blueprint Hour Radio Show
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The Retirement Blueprint Radio Hour is dedicated to helping those approaching or already in retirement, Retire and Stay Retired. Tim Lofton is the creator of The Retirement Blueprint. For over 30 years he has been helping individuals just like you, navigate the ever changing world of retiring with a proven process and written plan. The Retirement Blueprint is a process that helps develop a plan for the 'Five Cornerstones' of retirement planning: Income Plan, Investment Plan, Tax Plan, Estate ...
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Smart Retirement Planning. Straightforward Advice. Welcome to The Fiscal Physical Retirement Podcast, the show built for professionals and pre-retirees who want clarity, confidence, and control over their financial future. Hosted by Aaron Hoisington and retirement planner Ryan Nelson, founder of Alchemy Wealth Management and author of Your Fiscal Physical, this podcast delivers practical advice, expert insights, and real conversations about retirement readiness, tax-efficient investing, and ...
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"13th & Park" hosts insightful conversations with special guests covering a broad range of topics from politics and government, to technology, culture, economics and the media. Listeners eavesdrop on what feel like private conversations featuring the savviest and most highly regarded minds in the country. The show, co-hosted by media veterans Adam Goodman and Justin Sayfie, is produced by Ballard Partners in the Ballard Studios in Washington DC.
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Welcome to the Wealth Management Invest Podcast. David Bodamer delves into the strategic insights of financial advisors and Chief Investment Officers (CIOs) from leading RIAs, including the increasing adoption of alternative investments to enhance the conventional 60/40 portfolio. Episodes showcase engaging discussions with top asset managers, shedding light on the ever-evolving landscape of private investment offerings, cutting-edge technology, and the latest developments in traditional ETF ...
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Adam Walkom is a former investment bank trader and management consultant who is now a founding partner of Permanent Wealth Partners and author of Plan for Happy - A step-by-step guide to growing your wealth. Building wealth and investing are both much more of an art form than a science and have much more to do with human and behavioural psychology than economics. Join Adam as he goes on a journey interviewing fascinating guests who share their deeply-held insights and experiences from years ...
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The Real Estate Success Partner Podcast gives you information from a variety of mortgage and real estate experts with hands-on knowledge to help you through the home buying process.
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A holistic accountant goes beyond tax returns, aiming to offer proactive advice to maximise clients' wealth after all taxes. Stuart Wemyss and Mena Abraham explore multifaceted considerations weekly, highlighting the need for a holistic approach. Each episode is succinct and to the point with no fluff or sales pitches. For further details, check out www.prosolution.com.au.
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Welcome to TodaysBusinessRadio.com. We are a combination of an on air radio show at KTLK AM 1130, Minneapolis, MN and our online and on demand “business reference library” of over 100 interviews with business advisors, in podcast format. Our mission is to help business owners to: increase enterprise value, improve profitability, control expenses and formulate an exit strategy for the business.
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Welcome to The Crazy Wealthy Podcast, a resource for understanding and mastering the biases that often lead to short-term personal finance, investing, budgeting and savings decisions and strategies that are counter to our best interests over the long-term. Whether you are a professional, entrepreneur, young adult, retiree, or family looking to protect your current wealth and secure a financially stable future, this podcast provides the latest insights into investor behavior in the context of ...
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In this show, David interviews the leading minds in Wealth Management. David Clark is an experienced and respected Financial Services Professional. As a Partner and Advisor at Koda Capital, David advises some of Australia most successful families on Wealth Management. David is also a successful entrepreneur that has exited two financial services businesses. He is a director of the St Josephs College Foundation and sits on the investment committee, as well as being a founder of ZamBzee a soft ...
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I have a passion to help people learn about life.
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Join our community and get access to our free Masterclass - theWealthElevator.com/club Follow 'The Wealth Elevator' as it guides you on a journey toward financial freedom. Witness our transformation from humble beginnings, buying small rental properties, to becoming a general partner with over 2.1 billion in assets. Learn about our three-step system to wealth-building, including stepping into the world of alternative investments, unlocking passive income and mastering the art of infinite ban ...
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The Accessibility Partners and InclUSion podcast is hosted by Mandy-Jayne Lace. The podcast explores a wealth of topics, deep-diving into life with a disability, be it physical, a learning disability, or neurodiversity. Our challenges are unique, and this podcast aims to inspire conversations about how we all have a role to play in fostering better inclusion and reframing those stereotypical preconceptions around disability. Accessibility Partners - The business she owns. Accessibility Partn ...
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Welcome to That's Wright, your favorite sister podcast with Crystal and Alisa Wright! On this show, we're not educating you on self-help or selling you to be anyone besides yourself. Instead, we'll be talking about insecurities, triggers, black businesses, struggles we deal with, some tears, a whole lot of money, and a whole lot more on our lord & savior, Jesus Christ! Get ready to get real vulnerable with us - we're real crazy, but we're real prosperous over here too. So join in on our unfi ...
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The authority on creating wealth and income through self storage. Find our video podcast on YouTube: https://www.youtube.com/playlist?list=PLoaCszL7eN9T7EixaJgL49WTLsT-CWLD1
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Join host Chip Kispert, Founder and Managing Partner at Beacon Strategies, for compelling conversations with some of the wealth management industry’s brightest minds and most innovative visionaries. In thirty minutes or less, you’ll explore the future of enterprise wealth management with those helping to shape it. Expect passionate discussions about the biggest issues impacting wealth firms today, including marketing, cybersecurity, talent retention, data management, client experience and so ...
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Inside R&E is a podcast hosted by New York City’s leading real estate attorneys who discuss current issues facing developers, owners and operators in the industry. Founded in 1975, Rosenberg & Estis, P.C. is widely recognized as one of New York City’s pre-eminent real estate law firms. R&E provides full-service representation and advice in every aspect of real estate, from performing due diligence and evaluating financing, to handling joint ventures, acquisitions and leasing, construction an ...
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The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
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This is the Self Storage Investing podcast, where we share the knowledge and skills from the industry’s leading investors, developers, and operators to help you launch and grow your self-storage investing business. What made them a success? Built their wealth? What was their mindset and mentality as they entered the space and found room for business growth? Led by podcast host Scott Meyers, the ORIGINAL SELF STORAGE EXPERT, we have a track record spanning two decades having successfully acqu ...
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Join hosts Ryan Bevilacqua and Cory Jacobson as they interview top real estate investors, entrepreneurs, business leaders, and professional athletes from around the world to reveal what it really takes to build generational wealth today. You’ll learn the mindset and money habits of self-made millionaires, proven strategies for building passive income, how to invest in real estate without quitting your 9-5, and the hidden wealth hacks used by the top 1%. Ryan and Cory are active investors wit ...
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Kimberlee Davis is your host of The Fiscal Feminist, a show about women and our relationship with money and finances. Kimberlee Davis is Managing Director and Partner at The Bahnsen Group, a private wealth management firm. She specializes in personal wealth advising and oversees financial and retirement planning solutions for high net worth individuals and multi-generational families. Her proficiency also includes helping individuals transition to financial independence after life altering e ...
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Blue Chip NOW! is a weekly market analysis podcast from Blue Chip FM a Blue Chip Partners, LLC production. Hosts Dan Seder, Matt Mondoux, and Daniel Dusina share their industry knowledge and insights to help make sense of what’s going on in the markets, plus look ahead to what’s on the horizon so you can be better prepared. The trio also covers a variety of investment management, retirement planning, and executive compensation topics to help ensure you are getting the most life out of your w ...
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Wealth Alchemy is the podcast where money meets magic, strategy meets soul, and wealth flows in harmony with the divine feminine. Hosted by business and finance strategist, Lauren Burgess and spiritual coach, Chase Buttice, this show is a deep exploration of how to rewrite your money story, heal financial wounds, and step into true prosperity—without burnout or self-sacrifice.
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Joey and Steve are explosive this week following a wonderful 4th of July! The short week ended with a bang! Listen in to hear how this will affect you financially going forward!By Van Wie Financial
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Family Office Scale and Thoughtful Credit Strategy with Alex Penning of Cresset Capital
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Alex Penning, Managing Director and Head of Banking and Lending at Cresset Capital, joins the show to discuss how Cresset helps clients think strategically about credit. We talk about the firm’s rapid growth, its integrated approach to family office services, and how Alex’s team works with business owners and wealth creators to find the right lendi…
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Ep 9 - The GOAT (“Greatest of all Tax”) specialists - Scott T. Ditman, CPA, PFS — Consultant - Citrin Cooperman (Formerly Berdon, LLP Tax Partner, Executive Committee Member and Head of Personal Wealth ...
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In this episode, Jonathan Blau sits down with The GOAT — “Greatest of all Tax” specialists, Scott T. Ditman, CPA, PFS. He is a Consultant at Citrin Cooperman and a Former Tax Partner, Executive Committee Member, and Head of Personal Wealth Service at Berdon, LLP. Scott works closely with high-net-worth individuals and family/owner-managed business …
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Teaminvest Wealth Builders Episode 7 - Partner Mentality Vs Founder Mentality
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In this episode, we're unpacking a topic that sits at the heart of long term business success. The difference between a partner mentality and an owner or founder mentality. You'll hear a thoughtful discussion about why the mindset of a company's leadership, whether they see shareholders as true partners or simply as investors, can make all the diff…
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From Classroom to Closing: How One Teacher Built Wealth Through Real Estate
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“It’s not selling—it’s educating.” 💡 Former educator turned Lincoln realtor Andrew Alpsteg breaks down how he built wealth through house hacking and why the right relationships can make or break your real estate journey. Here’s what you’ll take away from this episode: 🏠 How house hacking jump-started Andrew’s investment portfolio 🔍 Why new agents s…
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304. Appraisals 101: How to Value a Self Storage Facility (Step-by-Step) w/Tim Garey
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Want to know how to value a self storage facility? Stick around and we’ll show you! In this episode, seasoned appraiser Tim Garey breaks down the entire valuation process—and shows you how to get the right valuation. With more than twenty years of experience, Tim oversees a team of thirty appraisers nationwide at Cushman & Wakefield’s Self Storage …
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#80: Getaway Goals: How to Travel Without Financial Regret
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Send us a text Find "Your Fiscal Physical" the book on Amazon at: rb.gy/3shpfk If you have suggestions or feedback, please email us at: [email protected] And, as always, STAY THE COURSE!By Aaron & Ryan
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Ep19: Financial Wellness 101: 7 Steps to Argue Less About Money With a Loved One
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Money fights aren’t just frustrating—they’re one of the biggest threats to a healthy relationship. In this special replay from Dr. Tammy Crouse’s Grand Rounds series on the Financial Residency Podcast, James Nutter joins the conversation to share a step-by-step strategy to reduce financial tension and increase alignment—especially for physician cou…
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Ep 200: Milestone Episode - Lessons from the Leading Minds in Wealth Management
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In this special 200th episode of Inside the Rope, David Clark is joined by Koda Capital’s Chairman Steve Tucker and CEO Paul Heath to reflect on the evolution of wealth management since the podcast’s inception in 2016. From humble beginnings to over 200 candid conversations with some of the world’s best investment minds, this milestone marks a jour…
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From the Citadel to Congress: Nancy Mace on Courage, Women in Politics & South Carolina’s Future
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Send us a text @RepNancyMace joins 13th & Park to share her remarkable story—from high school dropout to the first female graduate of The Citadel and now one of the most talked-about voices in American politics. She opens up about overcoming trauma, challenging party lines, protecting women, and pushing for innovation in Washington. A raw, inspir…
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REPLAY - Building Wealth Beyond Words: Rick Gibson’s Self-Storage Investing Playbook
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Send us a text This is a Replay of an episode first published in November 2023. Rick Gibson made his living successfully as a lawyer for nearly four decades. But it was a noteworthy book that made the case for him to think about investing. Rich Dad, Poor Dad. That book inspired Rick to leave corporate America and form an investing team with his son…
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Tax planning blind spots that cost investors thousands (with Kathryn Creasy)
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Aden sits down with Kathryn Creasey, Capital Partners Head of Advice, for a practical conversation on tax planning. Together, they identify common blind spots that can cost investors thousands, including those related to superannuation and family trusts, as well as the effective structuring of business profits. Whether you’re an expat, business own…
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Episode Fourteen: First Friday Live with Tom Herron
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In episode 14 of the Accessibility Partners & InclUSion podcast, we’re proud to share another First Friday Live interview, this time with psychotherapist and counsellor Tom Herron. Tom speaks candidly to M-J about his career path and what inspired him to make the move into his current work, the art of forgiving yourself (and others), how the way we…
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Stop Chasing, Start Receiving: Activating the Frequency of Financial Ease
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Send us a text Welcome to The Soul-Led CEO: Wealth Codes + Science Wisdom. In today’s episode, we invite you into the powerful space of the Effortless Money Flow Activation—a soul recalibration rooted in ancient wisdom and backed by science. Host Amen guides us through a sacred remembrance: What if true wealth isn’t created by hustle or hard work, …
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Sunday, June 6th. A surprisingly strong June jobs report.
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Economists anticipated a slowdown in job growth due to uncertainties surrounding trade and fiscal policies, but the data tells a different story. Brian Jacobsen shares insights in our Week-in-Review. This episode also covers key topics, including the steps to selling a business, the role of a Certified Divorce Financial Analyst at Annex, strategies…
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How to Sell Like a Savage (Without Losing Your Soul) | Benjamin Dennehy E298
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Tired of sales advice that feels fake or just doesn’t work? In this episode, we’re joined by Benjamin Dennehy — widely known as the UK's most hated sales trainer — for a brutally honest conversation on what it really takes to sell like a savage without losing your integrity. We dive into: Why most salespeople are too soft (and what to do instead) T…
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Robots, Returns & Real Talk: Should You Let AI Be Your Financial Planner?
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Wondering if AI can help you manage your money smarter? We’re talking about how AI tools like ChatGPT can boost your financial life, and where they’re likely to steer you wrong. Learn practical ways to use AI for tasks like budgeting, organizing your accounts, and saving time, while still knowing when you need a real human advisor to look out for y…
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Fix It Friday - Illusions and Collusions: How Big Wall Street and Financial Media Collude to Profit at the Investors Expense
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Welcome to Fix-It Friday, the podcast segment that simplifies financial strategies to help you make smarter decisions. Hosted by Jonathan Blau, CEO of Fusion Family Wealth. Each episode dives into common biases that impact our financial choices—and how to fix them. This week, Jonathan exposes the problematic relationship between financial media and…
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FLASHBACK EPISODE: 11 Years Later To The Day, What's Been Learned & What Remains The Same
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Send us a text Marking the one-year anniversary of the Stephan Piscano podcast, this reflective episode explains how a family visit to Florida in June 2024 ultimately led to the launch of this show and our other podcasts on YouTube as well. What began as casual YouTube viewing while spending time with a newborn nephew evolved into a realization: au…
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Hg's Martina Sanow - unlocking opportunities to invest in Europe's largest portfolio of software and services businesses
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Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with someone who has successfully built a wealth solutions business tailored to her firm’s unique strengths, expertise, and investment track record. Martina Sanow is a Partner and Head of Hg Wealth, where she is focused on building the firm’s wealth solutions offering built out of …
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Procrastination Is Not the Problem: Science-Backed, Soul-Led Strategies for Success
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Send us a text Have you ever beaten yourself up for procrastinating, assuming it meant you were lazy or unmotivated? That you should do more? What if your scrolling, fridge-checking, or mental fog is not a flaw — but a wise signal from your nervous system asking for safety? In this validating episode, Dr. Amen Kaur reframes procrastination as a fre…
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520. Timeless Jewish Wisdom with Efraim Palvanov
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🚀 The most successful leaders are asking: "What makes us human when AI can do everything?" Efraim Palvanov, mystic teacher with millions of followers, just shared game-changing insights on preparing for humanity's greatest transition. His unique blend of ancient Kabbalah and modern science offers a roadmap for conscious leadership. You'll discover …
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Diworsification: When Diversification Goes Too Far – Teaminvest Wealth Builders Podcast
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Episode Summary: In this episode, we take a critical look at diversification—often called the cornerstone of risk management—and reveal why too much of it can actually hurt your investment returns. Host Kerry Fleming, CEO Andrew Coleman, and Head of Funds Management & Education Sanjee Narendran discuss “diworsification,” the hidden risks of portfol…
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Private Investing in 2025: Vintage Timing, Real Returns
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Private markets are facing headwinds, from reduced liquidity to fewer distributions, and many investors are wondering whether these assets still belong in a long-term portfolio. In this episode of The Wealth Enterprise Briefing, Michael Zeuner, managing partner, and Deputy CIO Matt Farrell revisit the fundamentals of private investing and explore h…
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The Harsh Truth about Multifamily Investing in 2025 | Neal Bawa E297
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If you're thinking about getting into real estate in 2025, this episode is non-negotiable. We’re joined by Neal Bawa, one of the most data-driven minds in multifamily investing, to break down what’s really happening in the market right now — and what that means for your money. We cover rising interest rates, shifting cap rates, where the smart mone…
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Send us a text In this episode, Mena and Stuart unpack the latest tax updates for the 2025–26 financial year, helping listeners navigate changes that could impact their personal finances and business planning. They kick off with the Super Guarantee (SG) increase to 12%, highlighting what this means for employers and employees alike. Next, they disc…
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June 28th, 2025 - A Few Things to Celebrate!
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Steve and Joey talk finance, birthdays, and airtime. They share good news about the stock market reaching all-time highs, analyze the current bull market, and discuss the broader economic landscape. The conversation also touches on the impact of tariffs and their unexpected benefits to the U.S. economy.…
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#73: Quarterly Edge – Q3 2025: Liberation Day to Bond Stability
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Spend with Confidence. Live without Regret: www.bluechippartners.com In this edition of the Blue Chip NOW! Quarterly Edge, Daniel Dusina, CFA, and Dan Seder, CFA, CMT, CFP® unpack the complex economic landscape heading into the second half of 2025. They highlight how uncertainty — driven primarily by unresolved tariff developments — is affecting no…
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Goldman Sachs Petershill's Robert Hamilton Kelly - riding the waves of change in GP stakes
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Welcome back to the Alt Goes Mainstream podcast. Today’s conversation dives into the current state of private markets through the lens of one of the leading GP stakes firms in the industry. We sat down with Partner and Global Co-Head of the Petershill Group at Goldman Sachs Robert Hamilton Kelly. Petershill takes minority equity stakes in establish…
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303. Building a Self Storage Facility in 2025: What to Know Before You Start
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Building a storage facility may be easier now than it has been in the past five years. With so much of the competition out of the market, top-tier building companies are completing projects faster. And with higher tariffs on pause, now may be one of the best times to lock in pricing before they rise again. But maybe this is your first storage facil…
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Is Buying a Home to Live In a Smart Investment Strategy?
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If you’d like a free copy of the book, just email us at [email protected] and tell us how you found us. In today's podcast, we delve into the financial implications of buying a home to live in versus renting and investing. The host introduces the concept of the 'wealth elevator' as described in their book, which categorizes different finan…
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#79: Pets and the Price Tag: The Real Cost of Furry Friends
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Send us a text Find "Your Fiscal Physical" the book on Amazon at: rb.gy/3shpfk If you have suggestions or feedback, please email us at: [email protected] And, as always, STAY THE COURSE!By Aaron & Ryan
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Ep18: First Rounds: The New Attending Physician Playbook
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James Nutter dives into four essential financial habits for new physicians transitioning to attending status. Drawing from client success stories, James emphasizes the importance of a well-structured financial plan, setting personal life goals, and understanding cash flows. Listeners receive practical advice on scheduling "money talks," creating a …
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Trump’s Border Czar Tom Homan on Defending the Border, Fixing Immigration & Saving Lives
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Send us a text In this exclusive interview, Tom Homan—Trump’s Border Czar and current White House Executive Associate Director of Enforcement and Removal Operations—joins 13th & Park to break down the crisis at America’s southern border. From the surge in illegal immigration and fentanyl trafficking to his front-line experiences leading ICE, Homan …
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REPLAY - Infinite Banking Secrets with Mark Hutchinson
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Send us a text This is a Replay of an episode first published in December 2023. You might call Mark Hutchinson an active passive investor. He takes pride in using the Infinite Banking Concept (IBC) to build capital. IBC involves using specially constructed dividend-paying whole life insurance as a means of building capital and then borrowing whenev…
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Off the Charts Thinking: A Conversation with Andrew Sarna
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Vanessa Hui and Anthony Berg sit down with Andrew Sarna, Portfolio Manager at Forthlane (Cayman Islands), to dive into the insights behind his widely read macro note, Off the Charts. With over 830 issues published and nearly 2,300 subscribers, Andrew has built a loyal audience by offering sharp, independent perspectives on markets, risk, and macro …
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Q&A Hot Topic: Cash Value in Permanent Life Insurance
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Here we go again, discussing hot takes on permanent life insurance and its use as an investment vehicle. In this episode, I tackle one of the best questions I have received in a long time regarding the cash value and hidden costs associated with permanent life insurance that I think is critical to understand. Before considering a permanent life ins…
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Episode Thirteen: Growth Through Feedback
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In Episode Thirteen of the Accessibility Partners & InclUSion podcast, M-J talks about feedback being an essential part of a growth mindset. Asking for (and giving) feedback can be a daunting thing as it can sometimes hurt, but we can grow from it if we change the way we respond and implement it! M-J shares her favourite tips and tricks around feed…
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You’re Not Blocked — You’re Just Not Tuned In
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Send us a text ✨Listen to this Activation✨ You’re Not Blocked — You’re Just Not Tuned In Finally, a way to receive without force. What if you’re not stuck… but simply tuned to the wrong frequency? In this episode, we go beyond mindset and into embodied magnetism— the somatic truth that your nervous system must feel safe before you can receive. If y…
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Sunday, June 29th. Inflation: Maybe not so much?
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The Fed initially suggested that tariffs would gradually raise prices while slowing growth more gradually. However, recent trends show growth declining faster than inflation is rising. In our Week-in-Review, Dave Spano and Brian Jacobsen discuss this shift and other key topics. The episode also concludes our Financial Jargon series, explores the 4%…
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Built for More: How to Become the Main Character of Your Life | Ryan Bevilacqua E296
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Most people drift through life on autopilot. But what happens when you finally decide to take control and become the main character of your story? In this behind-the-scenes episode, Cory flips the mic to interview Ryan for a raw, unfiltered conversation about identity, mindset, and the path to becoming the person your future depends on. They unpack…
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Messy Portfolios, Missed Opportunities: Simplifying for Smarter Investing
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We’re not judging. But after digging into a few too many cluttered portfolios lately, we figured it’s time to talk about some common mistakes that could be quietly chipping away at your progress. If you’re juggling old 401(k)s, multiple target-date funds, and accounts that don’t talk to each other, it’s time to take a closer look. You’ll learn how …
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Unpacking the Perth property market (with Michael Killiner and Rowen Powell)
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Aden sits down with mortgage broker Michael Killiner and buyer's agent Rowen Powell to unpack the current Perth property market. Discover innovative ways families can help the younger generation enter the property market, including guarantor options, rent investing, and strategic purchasing. 0:00-5:00 Introduction 5:00-15:00 Perth Property Market O…
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Monthly Alts Pulse Ep. 17: Live from iCapital Connect - IEQ's Eric Harrison and iCapital's Steve Houston on innovative approaches to wealth management
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Welcome to the 17th episode of the Monthly Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. We were live from iCapital Connect’s conference in Phoenix to dive into the most pressing trends at the intersection of private markets and wealth management —and unpack how wealth management firms are utilizing private markets to build ou…
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The Retirement Blueprint Radio Episode 96
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Is it time for 'Spring Cleaning' with your retirement plan? Do you have a written plan for retirement? Why not? What are you waiting for? Is your retirement plan going to be enough? Tune into this episode to get answers to this and more. This and more as we explore the ins and outs of retirement with Tim Lofton, a 30-year veteran of Retirement Plan…
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The Retirement Blueprint Radio Episode 94
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The Draft and other news - Are you 'Retirement Ready'? Do you have a written plan for retirement? Why not? What are you waiting for? Is your retirement plan going to be enough? Tune into this episode to get answers to this and more. This and more as we explore the ins and outs of retirement with Tim Lofton, a 30-year veteran of Retirement Planning …
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The Retirement Blueprint Radio Episode 97
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Is cost the issue or should net be my focus? Do you have a written plan for retirement? Why not? What are you waiting for? Is your retirement plan going to be enough? Tune into this episode to get answers to this and more. This and more as we explore the ins and outs of retirement with Tim Lofton, a 30-year veteran of Retirement Planning and creato…
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519. Is Algae the Secret to Health with Catharine Arnston
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💡 The most successful leaders I know have one thing in common: they've mastered their energy management. Catharine Arnston, the "Algae Lady," just shared something fascinating on my Get Yourself Optimized podcast. After 15 years of research into algae nutrition, she has explored the science behind cellular energy and what happens to our bodies afte…
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