Navigating Life's Big Events

Your Active Wealth

#Business #BNY Mellon Wealth Management #Activism #Active Wealth #BNI #BNY Mellon #Finance #Mellons #Money #Tax Planning #Wealth #Wealth Management #Wealth Planning #Stock #Marketing #Investing

15:16

Gen Z slang is rife with new words like "unalive," "skibidi" and "rizz." Where do these words come from — and how do they get popular so fast? Linguist Adam Aleksic explores how the forces of social media algorithms are reshaping the way people talk and view their very own identities. For a chance to give your own TED Talk, fill out the Idea Search Application: ted.com/ideasearch . Interested in learning more about upcoming TED events? Follow these links: TEDNext: ted.com/futureyou TEDSports: ted.com/sports TEDAI Vienna: ted.com/ai-vienna TEDAI San Francisco: ted.com/ai-sf Hosted on Acast. See acast.com/privacy for more information.…

about a year ago 27:20

MP3•Episode home

When it comes to navigating major life events, proactive wealth management is essential for individuals and their families. On this episode of Your Active Wealth, BNY Wealth’s Jessica Brennan, director and senior wealth manager, and Lesley Holland, senior director and portfolio manager, share how they guide clients through major life events, such as receiving an inheritance or selling a business, as well as what attracted them to the industry. Part of the discussion also entails how they’re positioning their practices for the great wealth transfer, which by 2030, is expected to see American women control a dominant share of the $30 trillion in investible assets possessed by baby boomers.

For additional insights on the subjects that matter most to you, visit bny.com/wealth.

26 episodes

Navigating Life's Big Events

Your Active Wealth

published about a year ago

MP3•Episode home

For additional insights on the subjects that matter most to you, visit bny.com/wealth.

26 episodes

#Business #BNY Mellon Wealth Management #Activism #Active Wealth #BNI #BNY Mellon #Finance #Mellons #Money #Tax Planning #Wealth #Wealth Management #Wealth Planning #Stock #Marketing #Investing

All episodes

Your Active Wealth

1
2025 Tax Changes: What's New? 19:46

2 days ago19:46

19:46

BNY Wealth experts, Jere Doyle, senior wealth strategist, and Lesley Holland, regional director of portfolio management, provide valuable insights on tax and investment planning for 2025.

Your Active Wealth

1
Mastering the Sale 34:34

7 weeks ago34:34

34:34

Alex Murray, market president of Newport Beach, and Boryana Zamanoff, senior wealth strategist, break down key insights from our report, Mastering the Sale.

Your Active Wealth

1
The Business Owner’s Guide to the Sale 29:53

12 weeks ago29:53

29:53

There is more to selling a business than the financial implications. For instance, how will you continue to find purpose when you’re no longer at the helm? In this episode of Your Active Wealth , Ryan Szczepanik, senior wealth strategist at BNY Wealth, sheds light on the most important considerations leading up to the sale in addition to the emotional factors that can arise after the business is sold. Pulling from his wealth of experience in helping business owners navigate the sales process, Ryan shares real-life examples to explain who should be involved and why, what specific qualifications are required to ensure the process goes smoothly, and how to successfully transition from running your own business to leading a new lifestyle post-sale. Subscribe to Your Active Wealth on your favorite podcast platform via Apple Podcasts , Spotify , Amazon Music , Pocketcast and more.…

Your Active Wealth

1
Key Considerations When Selling a Family Business 30:23

16 weeks ago30:23

30:23

When legacy and livelihood are intertwined, selling a family business can be complex. Samy Dwek, Chief Executive Officer of The Family Office Doctor, shares tips for navigating this process in a way that preserves the family dynamic.

Your Active Wealth

1
An Entrepreneurial Spirit 30:11

21 weeks ago30:11

30:11

A strong entrepreneurial spirit is behind every great business success. Christi Coors Ficeli, Co-Owner of Goosecross Cellars, shares how courage and determination guided her journey to forging her own path.

Your Active Wealth

1
Turning Point in Private Assets 30:27

27 weeks ago30:27

30:27

The private assets investment landscape has evolved in recent years, especially since the Federal Reserve began to cut interest rates in 2024. Head of Alternative Investments Paul Vittone meets with Senior Alternative Investments Strategist Joanna Berg and Portfolio Manager and Head of Secondaries Arjun Bains to break down the opportunities they are seeing as a result. They discuss the improved environment for dealmaking and exits in private equity, a new source of diversification through secondaries, how to access the growth of this innovation cycle, and how private credit can complement traditional fixed income. For additional insights on the subjects that matter most to you, visit bny.com/wealth . Follow us on: Twitter | LinkedIn | Instagram…

Your Active Wealth

1
Navigating Stocks and Bonds in 2025 28:06

30 weeks ago28:06

28:06

Stronger-than-expected economic data and uncertainty about the scope of President Trump’s policies have contributed to a volatile start of the year. Although equities have fallen 5% from their December high and Treasury bond yields have tested key levels, we think the U.S. macro environment remains favorable for financial markets. Join Head of Investment Strategy and Equities, Alicia Levine, and Head of Fixed Income, John Flahive, for an exploration of current themes impacting stocks and bonds, and a discussion on their outlook for 2025. For additional insights on the subjects that matter most to you, visit bny.com/wealth . Follow us on: Twitter | LinkedIn | Instagram…

Your Active Wealth

1
Ensuring Financial Wellbeing After Divorce 22:14

35 weeks ago22:14

22:14

Divorce is never easy, but proactive planning can help. Assembling a team of specialists, who are knowledgeable and experienced in all aspects of a settlement, is essential to helping ensure a more positive outcome. In this episode of Your Active Wealth , Judy Barton, wealth and transition advisor at BNY Wealth, provides valuable insight into building a divorce team, as well as what a pre-settlement review should look like and why it is a necessity. Throughout the discussion, she also touches on the different types of divorce proceedings, including litigation and mediation, in addition to the nature of gray divorces, and how they can result in unique financial repercussions that require a nuanced approach. Regardless of marital status, there are always planning steps that can be taken to better protect you and your financial future. For additional insights on the subjects that matter most to you, visit bny.com/wealth . Follow us on: Twitter | LinkedIn | Instagram…

Your Active Wealth

1
The Election and Potential Sector Implications 21:37

45 weeks ago21:37

21:37

History proves that election results do not significantly impact the stock market. In fact, equities have performed well no matter what type of administration or Congress takes office. However, the outcome of the election may drive returns at the sector level. In this episode of Your Active Wealth , Alicia Levine, head of investment strategy and equities, and Kevin Shea and Matt Keeler, senior equity analysts, identify four key policy themes that equity sectors will contend with and analyze the implications of the candidates’ proposals if they are adopted. For additional insights on the subjects that matter most to you, visit bny.com/wealth . Follow us on: Twitter | LinkedIn | Instagram…

Your Active Wealth

1
Tax Talk: Mid-Year Check In 24:45

1 year ago24:45

24:45

Tax planning is usually not top of mind until it’s spring and the deadline to file is around the corner. However, there are multiple considerations to be aware of this year, prompting the need for more proactive planning. In this episode of Your Active Wealth, Jere Doyle, senior wealth strategist at BNY Wealth, reveals why taxpayers need to have earlier conversations with their advisors when evaluating potential strategies to protect their wealth. Throughout the discussion, he touches on timely tax provisions to take advantage of before they expire, such as the estate and gift tax exemption from the 2017 Tax Cuts and Jobs Act, and sheds light on the Corporate Transparency Act, which went into effect earlier this year, highlighting important reporting requirements and reminders. For additional insights on the subjects that matter most to you, visit bny.com/wealth . Follow us on: Twitter | LinkedIn | Instagram…

Your Active Wealth

1
The Entrepreneur's Guide to Social Media 34:41

1 year ago34:41

34:41

The world is filled with entrepreneurs, as businesses fuel many of the fastest growing and most powerful economies. But in this day and age, what does it take to create and run a successful business? According to Aaron Dinin, Faculty at Duke University Innovation & Entrepreneurship and Co-Founder of Audience Acceleration Labs, the hardest part of launching a new product or service is not ideation, but marketing. Drawing from his time as a serial entrepreneur, in this episode of Your Active Wealth, Dinin shares tips for cutting through the noise and effectively marketing your business with social media. In addition, he discusses the common misconceptions and pitfalls of starting a business as well as knowing when to step away. For additional insights on the subjects that matter most to you, visit bny.com/wealth . Follow us on: Twitter | LinkedIn | Instagram…

Your Active Wealth

1
Navigating Life's Big Events 27:20

1 year ago27:20

27:20

When it comes to navigating major life events, proactive wealth management is essential for individuals and their families. On this episode of Your Active Wealth, BNY Wealth’s Jessica Brennan, director and senior wealth manager, and Lesley Holland, senior director and portfolio manager, share how they guide clients through major life events, such as receiving an inheritance or selling a business, as well as what attracted them to the industry. Part of the discussion also entails how they’re positioning their practices for the great wealth transfer, which by 2030, is expected to see American women control a dominant share of the $30 trillion in investible assets possessed by baby boomers. For additional insights on the subjects that matter most to you, visit bny.com/wealth . Follow us on: Twitter | LinkedIn | Instagram…

Your Active Wealth

1
Year-End Tax Essentials 26:11

2 years ago26:11

26:11

Engaging your tax advisor early can potentially save you a lot of money. Taxes can impact all aspects of wealth, including income, investments, charitable giving and estates. With Tax Day still months away, many may not be fully prepared; however, with year-end just around the corner, it pays to be proactive and organized. In our latest episode, Jere Doyle, senior wealth strategist at BNY Wealth, provides valuable insight into the significance of year-end tax considerations. Throughout a discussion with Terry Sylvester Charron, head of investment advisory and planning solutions at BNY Wealth, Jere addresses some of the most pressing questions regarding how to make your wealth plan as tax efficient as possible going into next year. For additional insights on the subjects that matter most to you, visit bny.com/wealth . Follow us on: Twitter | LinkedIn | Instagram…

Your Active Wealth

1
Looking for Luxury 20:12

2 years ago20:12

20:12

Did you know roughly 100 regional markets in 22 states make up the luxury residential real estate market in the United States? In our latest #podcast, Catherine Finney, head of residential appraisals at BNY Wealth, shares best practices on gauging the market, creative financing solutions and personal factors to consider when buying or selling a home at this echelon. For additional insights on the subjects that matter most to you, visit bny.com/wealth . Follow us on: Twitter | LinkedIn | Instagram…

Your Active Wealth

1
An Empathetic Approach to Entrepreneurship 22:00

3 years ago22:00