The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd's Eye View at www.Kitces.com. more

The reality is, if you just learn about wealth strategies but your life and relationships aren't well and you're not feeling fulfilled then no amount of money will matter. The Better Wealth podcast is based on principles of educating people today about their number one asset which is themselves, and maximizing finances, relationships and health to experience true wealth. more

We combine the teachings of Robert Kiyosaki's Rich Dad Poor Dad with Infinite Banking to create financial freedom (Passive Income is greater than your Monthly Expenses or PI ME) Our episodes are conversations that focus on • Creating Passive Income • Infinite Banking • Tax and legal advice for Investors more

Ready to take control of your financial future? Using properly structured whole life insurance, Wade Borth is dedicated to teaching how to establish the right strategy to create generational wealth. In this podcast, Wade shares the tools for understanding and the clarity of how to to do this for your family. This show is all about sharing that sage wisdom to help others build strong financial futures. more

Welcome to 'Charleston's Retirement Coach,' hosted by Brandon Bowen, seasoned financial advisor and founder of Bowen Wealth, LLC. Each week, join Brandon as he unpacks the complexities of planning for retirement with straightforward, actionable insights tailored specifically to help you achieve financial peace of mind.In Charleston and beyond, retirement planning can seem daunting. Brandon brings over two decades of experience directly to you, covering everything from investment strategies and estate planning to tax considerations and insurance options. Whether you're an early-career professional beginning to save, or you're nearing retirement age and need to refine your plans, this show has something valuable for you.Brandon's down-to-earth approach makes financial concepts accessible to all, no matter your level of financial knowledge. 'Charleston's Retirement Coach' strives to equip listeners with the knowledge they need to navigate their retirement journey confidently. Tune in to transform how you think about retirement.Secure your future with Brandon Bowen, and take the first step towards a retirement filled with freedom and stability. Subscribe now to never miss an episode of Charleston's Retirement Coach.Like what you hear? Get a second opinion today ? https://bit.ly/3WoNJZTAlso on Facebook and YouTube. more

For more than 25 years, Art McPherson of McPherson Financial Group has been helping baby boomers in Florida retire successfully with his unique money method. If you have questions about 401(k)s, taxes, Social Security, estate planning or creating income in retirement, this show is for you! Find more at www.artofmoneyradio.com or call 321-250-3177. more

Welcome to Pillars of Wealth Creation, where we talk about building financial freedom with a special focus in business and Real Estate. Follow along as Todd Dexheimer interviews top entrepreneurs, investors, advisers and coaches. Todd Dexheimer, with Endurus Capital focuses on multi-family and senior housing syndication, specializing in purchasing value add apartment buildings in emerging markets. His companies currently own 4,000 units with $400mm assets under management. Todd talks openly about what it takes to run a successful business and become financially free. He talks about mistakes and lessons learned and how you can avoid the same pitfalls. Subscribe to our show and you won't be disappointed. more

The Retirement Key podcast is a resource to gain insight and learn strategies for a more successful retirement. Join Abe Abich has he shares his decades of experience on a wide variety of topics from from Social Security and retirement income, to estate planning. Whether you're just starting to plan for retirement or you're already in the thick of it, The Retirement Key has something for you. In each episode, Abe provides ideas on personalized solutions to common retirement challenges. Subscribe today and empower yourself to make financial decisions for a more fulfilling retirement journey. Begin your personalized retirement conversation, and gain a deeper understanding of your financial path, at AbichFinancial.com Learn more about Abe and the Abich Financial team on Facebook , Instagram , LinkedIn and YouTube ! more

Welcome to the Capital Gains Tax Solutions PodcastAre you considering selling a million-dollar-plus business, cryptocurrency, luxury primary home, commercial real estate, or another highly appreciated asset but concerned about the capital gains tax? Want to reinvest into a diversified portfolio of real estate or securities at the optimal time while making a meaningful impact with your wealth? Each episode, Brett Swarts sits down with some of the world's top minds in real estate, finance, wealth management, and entrepreneurship to uncover their strategies and insights. Expect fast-paced, high-impact content that's designed to help you create and preserve more wealth. Brett and his guests will guide you through the complexities of capital gains tax deferral and wealth creation, ensuring you retain more of your hard-earned assets.Meet Your Host: Brett SwartsBrett Swarts is on a mission to help you make a lasting impact with your wealth when exiting highly appreciated assets using Deferred Sales Trust for his clients. As a Deferred Sales Trust Trustee and an expert in multifamily investing and brokerage, Brett simplifies complex tax deferral strategies such as the 1031 Exchange, Deferred Sales Trust, Delaware Statutory Trust, Opportunity Zones, and more.What the Podcast Offers:Gain invaluable insights into various tax deferral strategies, real-world deal stories, wealth-building lessons, and pathways to financial freedom—all aimed at helping you build and preserve your wealth.Our Mission:We empower you to exit your investments with freedom and flexibility, enabling you to make informed decisions without the stress of managing properties, dealing with liabilities, or overseeing employees. Instead, we offer a pathway to freedom, liquidity, diversification, and passive commercial real estate investing.#### A Brief History of Brett Swarts:Brett Swarts launched his commercial real estate career just before the 2008 crash, where he and his clients learned the hard way that the 1031 exchange isn't always your friend when time runs out to find a good deal. Since then, Brett has closed over $500 million in Deferred Sales Trust, Delaware Statutory Trust, and Commercial Real Estate transactions. His extensive experience covers a wide array of tax-deferred strategies, making him a trusted authority in the field.What You'll Get from Our Episodes:Explore how to build and grow wealth in real estate, business, and leadership. Brett brings on top-tier guests who share their expertise so you can grow personally, professionally, and financially.More About Deferred Sales Trusts:- A Trusted Tax Deferral Solution: With over 27 years of proven success, rooted in the IRS tax code IRC 453 from the 1920s.- Proven Track Record: 29 successful IRS audits for thousands of closed Deferred Sales Trusts.Why You Should Join Us:If you're tired of feeling trapped by the 1031 exchange, the Deferred Sales Trust offers a smarter, easier solution. Tune in to learn how to create more wealth with clarity and confidence in your tax deferral strategy.Get Started with a Deferred Sales Trust today https://capitalgainstaxsolutions.com and uncover the wealth-building secrets of top investors and tax deferral experts. Let's create and preserve more wealth together.Follow us on [Facebook](https://www.facebook.com/groups/capitalgainstaxsolutionspodcast/). more

The Podcast That Helps Gen Xers Retire Up to 5 Years Sooner Top 5% Personal Finance Podcast You've worked hard for decades, but now the big questions are creeping in: 👉 Will I have enough to retire? 👉 Is it too late to start retirement planning? Welcome to Wealthy After 40, the podcast for Gen X women and couples who want to feel confident and clear about how to retire, even if you're starting late or feel behind on your retirement savings. I'm Dalene Higgins, a financial and retirement coach helping Gen Xers take control of their money through simple retirement systems that work now and later. Together, we build a personalized money system that aligns with your values and lifestyle, so you can budget with confidence, save consistently, and create a clear path to retire on your own terms. Each week, you'll get step-by-step guidance for retirement planning, smart budgeting strategies, and realistic ways to grow your savings, both your emergency fund and retirement savings, without overwhelm. If you're ready to stop stressing about money, build a financial plan you trust, and create a future you're excited about, this podcast is for you. Retirement isn't out of reach. Let's simplify your next steps with clear advice on how to retire, starting today. Book your free Clarity Confidence Call to finally get clear on your retirement numbers, goals, and next steps, and learn how Retirement Ready Coaching can support you in building a personalized money system that works now and later. 👉 Click here to book your free call now Or visit my website www.elevatefinances.us to learn more about financial coaching and find free resources to support your retirement planning journey. more

Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Tuesday and Friday for expert insight and hot takes on the latest in business and investing.See our disclosures here - https://ritholtzwealth.com/podcast-youtube-disclosures/ more

Hosts Lauren Goodwin and Julia Hermann bring a fresh look at what matters for the economy, markets, and a multi-asset portfolio. Tune in for a weekly dose of what's driving portfolio decision-making at New York Life Investments. more

Providing insights and interviews from industry leaders to help financial advisors create quantum growth.

Portfolio Intelligence Podcast with John Bryson, head of investment consulting at Manulife John Hancock Investment Management, features interviews with asset allocation experts, portfolio construction specialists, and investment veterans from across Manulife John Hancock's multimanager network. The dynamic discussion explores ideas advisors can use today to build their business while helping their clients pursue better investment outcomes. more

Money: you make it, you want more of it, and you want to protect it. We are The Real Money Pros, a show hosted collaboratively by experts who specialize in investing, financial and estate planning, taxes, insurance, and any other way to grow wealth. Plus, we make it fun! We help you know good advice from bad especially when everyone seems to want a piece of your money. more

Money Matters is weekly radio show and podcast hosted by Dave Petso, CFP®, who is a managing director and executive advisor for Modern Wealth Management's Boise, Idaho office. Dave specializes in retirement, investment, and income planning. more

In a world full of financial information and misinformation what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the intersection of financial planning, investing, and everyday life.Disclosure: walknercondon.com/podcast more

Insight and guidance on topics related to investing and building a strong financial plan.

What you don't know CAN hurt you! Retirement is the most expensive purchase you'll ever make and, because you only get one shot, you better get it right. This show is dedicated to helping retirees and Baby Boomers learn what they need to know so they can make informed decisions and retire successfully. And best of all, we make it understandable! If you want to learn how to avoid some of the more common mistakes I've seen retirees and Boomers make over the last two decades, tune in; and if you like what you hear, kindly consider giving us a review. It helps our show reach more people like you. more

Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life. more

Making fun of finance. A 'Top 10 Personal Finance Podcast' and 'Top 12 Retirement Podcast' (US News & World Report, 2023). One of the '10 Best Personal Finance YouTube Channels' (CardRates, 2023). 'Best Retirement Podcast With Humor' (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer your money questions and spitball on your 401k, IRA, Roth conversions and backdoor Roth IRA, how to pay less taxes, asset allocation, stocks and bonds, real estate, and other investments, Social Security benefits, capital gains tax, 1031 exchange, early retirement, expenses and withdrawals, and more money and wealth management strategies. YMYW is retirement planning, investing, and tax reduction made fun, presented by Pure Financial Advisors - a fee-only financial planning firm. Pure Financial adheres to the fiduciary standard of care, in which we are required by law to act in the best interest of our clients at all times. Access free financial resources and episode transcripts, Ask Joe & Big Al On Air to get your Retirement Plan Spitball Analysis: http://YourMoneyYourWealth.com more

Welcome to Beer and Money, a financial fireside chat for business professionals. We work to simplify your finances so that you can enjoy your life. Your hosts, Ryan Burklo and Alex Collins are financial advisors based out of Seattle, Washington. This material is intended for general public use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation. Guardian, its subsidiaries, agents and employees do not provide tax, legal or accounting advice. Consult your tax, legal or accounting professional regarding your individual situation. Securities products and advisory services offered through Park Avenues Securities LLC (PAS), member FINRA, SIPC. OSJ 333 N. Indian Hill Blvd, Claremont, CA, 909-399-1100. PAS is a wholly-owned subsidiary of Guardian. Quantified Financial Partners is not an affiliate or subsidiary of PAS or Guardian. Ryan Burklo, AR Insurance License # 15319412, CA Insurance License # 0K24924, Alexander Collins AR Insurance License # 7264699, CA Insurance License # 0H24806. #2022-133647 Exp 02/2024Visit our website www.QuantifiedFinancial.com more

The Ramsey Show believes you can build wealth and take control of your life—no matter what stupid mistakes you've made with money. Join as Dave Ramsey and his team of experts answer your questions on the top problems holding you back. Listen now or ask your question live by calling 888.825.5225 weekdays from 2 5 p.m. ET. Learn more at www.ramseysolutions.com more

On Wealth Warehouse, we challenge you to transform your financial future through the principles of the most profitable business in the world: banking. We believe everybody should be involved in 2 businesses: the business that you're in, and the banking business. Every day people can replicate what bankers have been doing for centuries to leverage capital and build wealth through private lending. Join us as we uncover the truths about money, expose lies and myths, and flip conventional financial advice on its head. more

Retirement is the plan. You worked hard to get where you are, now have a retirement that works hard for you. If you want to achieve… confidence, peace of mind, control of your future, a rock-solid income plan, financial freedom, and unrestricted options in retirement this show is the right one for you! Retirement is approaching and you can't afford to make mistakes with your money. In the back of your mind, there are concerns about what happens if there is another financial downfall as you are getting closer to having the life you have always dreamed about. Radon Stancil, CFP®, and Murs Tariq, CFP® are dedicated to guiding you through knowing what questions to ask and what information to gather in order to feel 100% confident about your retirement plan. For more information visit: https://pomwealth.net/podcast more

Get Real... Get Honest... Get Clear!... The Wiser Financial Advisor podcast gives you real, honest and clear advice every Tuesday. more

Join us in The Financial Momentum Podcast where we discuss ideas and tools to build momentum in your business and life.  We talk about how you can create a high income retirement, escape from your job, boost your business and build wealth through cash flow.  more

Senior Annex team members contribute market updates, investment trends, and answer questions related to investing and planning. more

Covering the issues that affect business, entrepreneurship, wealth, trusteeship and culture.

The Alpha Wealth Hour with Tom Fortino: When it comes to saving, spending, investing and taxes, life can get complicated. Especially now. It feels like every day there's news that affects the stock market, your wallet, and your retirement. To unravel the jargon and help you spend smarter, tune into This Week in Wealth. more

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. more

No jargon, no judgment — MoneyWatch is your no-nonsense guide to taking control of your finances. Join CBS News Business Analyst and Certified Financial Planner Jill Schlesinger and co-host Mark Talercio, CFP as they break down money matters in a way that actually makes sense. Feeling overwhelmed by financial decisions like tackling debt or planning for retirement? You're in the right place! Each episode, Jill and Mark go back to basics, diving into the financial topics you might be too embarrassed to ask about or stressed to face, offering practical real-world advice to help you build your financial confidence. Have a question you want us to answer on the show? Head to Jillonmoney.com and click the 'Contact Us' button.New episodes drop every Saturday and Sunday because your finances shouldn't wait until Monday!  more

We interview and study famous financial billionaires, including Warren Buffett, Ray Dalio, and Howard Marks, and teach you what we learn and how you can apply their investment strategies in the stock market.We Study Billionaires is the largest stock investing podcast show in the world with 180,000,000 downloads and is hosted by Stig Brodersen, Preston Pysh, William Green, Clay Finck, and Kyle Grieve.This podcast also includes the Richer Wiser Happier series hosted by best-selling author William Green. William regularly interviews legendary investors such as Mohnish Pabrai and Guy Spier, exploring what they can teach us about how to succeed in markets and life.And finally, our Bitcoin Fundamentals series is hosted by Preston Pysh, where he interviews prominent figures in the Bitcoin and macroeconomic space. To learn more about TIP, you can visit theinvestorspodcast.com or subscribe to our free daily newsletter here.Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm more

There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That's why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified®. They wanted to use the show as a simple way to educate people about the truths of finance and investing. We aim to provide investors, of a varying type or degree of experience, with an edifying experience through the information our veteran hosts and numerous guest-experts will deliver. more

As a Fee-Only Financial Advisor, Tim brings his extensive knowledge and over 35 years of experience to the discussion of current financial and wealth management topics. Every show also provides opportunities for you to call in and get Tim's straightforward, unbiased advice on any questions you may have. This program represents your best interest, not Wall Street's. more

Listen, Learn & Prosper. Wise Money Show is where individuals looking to build wise financial habits turn for advice. We're all about teaching you how to make the right financial decisions in your life that align with your financial plan. If you are looking to be better prepared for retirement, pay fewer taxes, fully fund your retirement accounts, and more, then make sure you subscribe to this channel now! more

Listen to Roy Matlock, Jr. Live on Saturday and Sunday mornings at 9 AM on TalkRadio 98.3 & 1510AM WLAC iheart, and on Sunday afternoons from 1 to 2 PM on 99.7 FM Cumulus. The Roy Matlock Jr Money and Business Hour has all the information you'll want to build wealth and be able to count on a comfortable retirement and sound financial security. more

Podcast by The Harlow Wealth Retirement Hour

Co-Hosts, Curv Miller IV and Andie Doller love to challenge the status quo, expose investment truths, and drive innovation. New episodes are posted on Mondays. more

For more than 25 years, Money Matters, Scott Hanson and Pat McClain's weekly call-in talk radio program, has fielded thousands of questions from callers just like you; people who care about their financial health, and who need answers today. Do you have a question about investing, retirement or finance? Or are you a student of the markets? Then Money Matters is the show for you. Listen at your convenience to one of the longest running financial radio shows on www.moneymatters.com, through iTunes, or you can have podcasts delivered right to your email. Subscribe today. Money Matters: Entertainment that educates. Join the conversation, ask Scott and Pat your financial questions, by sending an email to questions@moneymatters.com. more

Money Sense by the Kersten Wealth Management Group

Talk Money - A weekly radio broadcast covering financial & economic topics. Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through Cetera Advisor Networks, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Shoemaker Financial is independently owned and operated. 2176 West St, Ste. 100, Germantown, TN 38138 more

News, planning insight, and forward thought on the economy, markets, and wealth management.

The Family Office Podcast released 3-7 episodes a week of interview mandate interviews, private investor strategies, innovative investment structures, and wealth management related insights. We use this podcast to interview billionaires, centimillionaires, investors, and family offices and help founders, entrepreneurs and investors scale their platforms and invest more effectively.If you are looking to grow your business, get sharper at investing and scale you are in the right place.Our program provides investors with insights on setting up their own single family office, virtual family office, or selection of a multi-family office to help them manage their wealth. We cover private equity, real estate, income investments, commercial real estate, hard money lending, private loans, and innovative structures such as performance-fee only and Co-GP investment opportunities. The Family Office Club has over 7,500 registered investors and our online investor community has over 700 recorded investor mandates, with a normal 15 live events hosted a year with 6,500 participants at those live events. To learn more please visit http://FamilyOffices.com or text (305) 333-1155 more

On Protecting Your Assets with Steve Shyman, Chicago's retirement, income and wealth coach helps thousands of people plan for a better financial life. Steve helps his clients avoid financial industry traps and manage as much risk, distress and confusion as possible. He treats the goals/objectives of each of his clients as if they were his own, in order to provide sound financial advice.Secure the peace of mind that you're entitled to. Meet with a fiduciary who commits himself to honest and integrity. more

Welcome to 'Creating Richer Lives', where living a richer life goes beyond the balance in your bank account. In fact, being rich is about what you do with your dollars and how the choices you make with your money not only define your lifestyle now, but impact your legacy for years to come. It's time to redefine what it means to have a richer life. more

What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show!JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANCIAL PLANNER™ Professional, offer real-world knowledge on a diverse range of topics including Social Security planning, investing for your retirement, the fundamentals of 401(k) and IRA accounts. Jim and Chris make learning about your retirement both educational and entertaining!Jim Saulnier & Associates, LLC ('RIA Firm') is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, ILInsurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY more

AFO|Wealth Management Forward is a podcast at the intersection of accounting, wealth management, behavioral finance, technology, and entrepreneurship. Designed for CPAs and financial advisors to help them grow their practice by going beyond the numbers. Each episode features conversations with industry leaders and subject matter experts who share the secrets to their success. From the transformative power of AI to the human-first principles of behavioral finance, we dive into the emotional and psychological aspects of money and meaning. more

Money Unleashed is the podcast for anyone who wants to take control of their finances and achieve their retirement goals. Chris Hoffman is a wealth management and retirement planning professional with over two decades of experience. He's passionate about helping people make smart financial decisions so they can live their best lives. Powered by Hoffman Financial Group, Money Unleashed covers a wide range of financial topics and includes insights and episodes from vice presidents Eric Johnson and Kyle Allyn. Whether you're just starting out on your financial journey or you're looking to refine your existing plan, Money Unleashed brings something for everyone. more

SIFMA is the voice of the nation's securities industry, bringing together the shared interests of hundreds of broker-dealers, banks and asset managers. We advocate for effective and resilient capital markets. Our podcast brings together market and industry experts to make the connection between public policy and finance. more

'Building wealth for life' with the team at SGL Financial. Join hosts Gabriel & Steve Lewit for all the latest in financial news, trends, strategies & more! more

Julie Murphy CLU, ChFC, CFP®, is an independent CERTIFIED FINANCIAL PLANNER™, author, and media expert who wants you to heal your emotions so you can prosper financially. Julie's new book, Awaken Your Wealth, a #1 Amazon bestseller in several categories, will transform how you feel about money into a new mindset that feeds your heart and soul and enriches your financial well-being. Living a life You deserve! Beyond Your Wildest Dreams, LLC has no affiliation to LPL Financial, Sequoia Wealth Management, or JMC Wealth Management, Inc. more

Welcome to The Agent of Wealth Podcast with Marc Bautis from Bautis Financial. In this podcast, Marc helps small business owners and retirees overcome the multiple wealth planning challenges involved in your financial life. We do this by creating comprehensive wealth management plans to guide you towards financial freedom, ensure you never run out of money and help create a balance in life that prioritizes what is most important to you. Join us for this journey as Marc draws from years of expertise and guest experts to solve the multiple wealth planning issues involved in your financial life. more

Key Wealth Matters, a podcast series hosted by the experts of the Key Wealth Institute, explores the biggest news of today to determine how these headlines can impact wealth plans, financial strategies, markets, and investments. Join our team of advisors for unbiased, proactive advice about individual and family finances, estate and legacy planning, family dynamics, investing, as well as trends for business owners, nonprofits, and institutions. To submit potential topics or questions to our experts, contact us via email at kpb_wealth_institute@keybank.com. For more information, articles, or other insights related to wealth management, visit key.com/ourinsights. _____________________________________________________ Key Wealth, Key Private Bank, Key Family Wealth, KeyBank Institutional Advisors and Key Private Client are marketing names for KeyBank National Association (KeyBank) and certain affiliates, such as Key Investment Services LLC (KIS) and KeyCorp Insurance Agency USA Inc. (KIA). We gather data and information from specialized sources and financial databases including but not limited to Bloomberg Finance L.P., Bureau of Economic Analysis, Bureau of Labor Statistics, Chicago Board of Exchange (CBOE) Volatility Index (VIX), Dow Jones / Dow Jones Newsplus, FactSet, Federal Reserve and corresponding 12 district banks / Federal Open Market Committee (FOMC), ICE BofA (Bank of America) MOVE Index, Morningstar / Morningstar.com, Standard & Poor's and Wall Street Journal / WSJ.com. The Key Wealth Institute is comprised of financial professionals representing KeyBank National Association (KeyBank) and certain affiliates, such as Key Investment Services LLC (KIS) and KeyCorp Insurance Agency USA Inc. (KIA). Any opinions, projections, or recommendations contained herein are subject to change without notice, are those of the individual author(s), and may not necessarily represent the views of KeyBank or any of its subsidiaries or affiliates. This material presented is for informational purposes only and is not intended to be an offer, recommendation, or solicitation to purchase or sell any security or product or to employ a specific investment or tax planning strategy. KeyBank, nor its subsidiaries or affiliates, represent, warrant or guarantee that this material is accurate, complete or suitable for any purpose or any investor and it should not be used as a basis for investment or tax planning decisions. It is not to be relied upon or used in substitution for the exercise of independent judgment. It should not be construed as individual tax, legal or financial advice. Investment products, brokerage and investment advisory services are offered through KIS, member FINRA/SIPC and SEC-registered investment advisor. Insurance products are offered through KIA. Insurance products offered through KIA are underwritten by and the obligation of insurance companies that are not affiliated with KeyBank. Non-Deposit products are: NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY ©2025 KeyCorp®. All rights reserved. more

We discuss life's hard financial questions to help you make smart choices with your money. New Episodes each week. more

Provocative and crazy funny! Political commentary and stock market news to help you 'try and make 'mo money' in the stock market each week. Like money news and political commentary? You will love this weekly review of politics and news. If you can't find stock and investment news you can use, you really aren't listening hard enough. You won't hear any of this on Hannity, Limbaugh, Ingraham or Tucker Carlson, until after they've heard from me! Tune in to Part I and Part II for all the money and political news you can use and that your adviser, didn't tell you about. Why not become, our 'Next Great Client'. Now sit back and enjoy the show! more

Joseph Lukacs has coached and consulted financial advisors for nearly 25 years. In The Magellan Network Podcast, he will deliver concepts, strategies, mind-set shifts, and no nonsense advice that all financial advisers can benefit. He will also be interviewing some of the most successful professionals in the industry. Subscribe now and leverage his over 50,000 coaching and consulting sessions with financial advisors world-wide. more

Listen to Johnson Brunetti's Money Wisdom with Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP®. Whether you're approaching retirement or recently retired, Money Wisdom offers key financial insights to help you make informed decisions for you and your family. In a world full of financial noise, Jake and Nick aim to provide clarity, peace of mind, and practical guidance on your journey toward a secure, fulfilling retirement. Tune in each week as they address your questions and shine a light on the real financial challenges facing today's retirees. more

Money can be stressful, but it doesn't have to be! This podcast is about helping people understand their finances and make smart choices for their future. more

ทำเรื่อง 'เงิน' ให้เป็นเรื่อง 'ง่าย' ภายใต้หลักคิด 'ใช้แรงทำเงิน ให้เงินทำงาน' more

Welcome to 'Wealth Strategy Secrets of the Ultra Wealthy,' a masterclass in wealth creation, preservation, and legacy building, hosted by renowned wealth strategist Dave Wolcott. This podcast dives deep into the lesser-known, often secretive strategies that the ultra-wealthy use to amass and protect their fortunes.Each week, join Dave, a seasoned expert in wealth management, as he unveils the complex world of high finance, investments, tax strategies, and estate planning. Dave brings his decades of experience to the table, offering listeners an insider's view on how to think about wealth, leverage opportunities, and avoid common pitfalls that can erode financial success.In 'Wealth Strategy Secrets of the Ultra Wealthy,' you won't just hear from Dave. The show features a dynamic lineup of financial experts, successful entrepreneurs, and influential thought leaders, all sharing their insights and personal stories of triumph and resilience. These conversations aren't just about accumulating wealth; they're about cultivating a mindset for prosperity and understanding the responsibility that comes with significant wealth.Whether you're an aspiring millionaire, a seasoned investor, or simply looking to improve your financial literacy, this podcast is your gateway to understanding the sophisticated techniques of the world's financial elite. Dave's engaging, accessible approach breaks down complex concepts into actionable advice, making the world of ultra-wealthy wealth strategies accessible to everyone.Tune in to 'Wealth Strategy Secrets of the Ultra Wealthy' and embark on a journey to transform your financial future. Learn, get inspired, and start applying the secrets of the ultra-wealthy to your own wealth journey! more

What if you could hang out with successful women lawyers, ask them about growing their firms, managing resources like time, team and systems, mastering money issues, and more; then take an insight or two to help you build a wealth-generating law firm? That's what we do each week on the Wealthy Woman Lawyer podcast. Hosted by Davina Frederick, founder and CEO of Wealthy Woman Lawyer every episode is an in-depth look at how to think like a CEO, attract clients who you love to serve (and will pay you on time), and create a profitable, sustainable firm you love. The goal is to give you the information you need to scale your law firm business from 6 to 7 figures in gross annual revenue so you can fully fund, and still have time to enjoy, the lifestyle of your dreams. more

Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today's markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it's smart beta, trend following, value investing, or any other timely market topic, each week you'll hear real market wisdom from the smartest minds in investing today. Better investing starts here. For more information on Meb, please visit MebFaber.com. For more on Cambria Investment Management, visit CambriaInvestments.com. more

Welcome to the Payne Points of Wealth: The podcast that addresses all the pain points that come with creating your wealth, growing your wealth, and sustaining your wealth. Hosted by the Family Wealth Experts of Payne Capital Management, Bob, Ryan & Chris Payne. On a weekly basis, they deliver timely strategies and solutions for the pain points that come with building, preserving and managing your wealth. more

The issues that come up in a family office or family enterprise are unique to each family and are rarely discussed in a public forum. In this podcast, Family Office Exchange reveals some of these issues in discussions with family office subject matter experts, family members, and trusted advisors. The podcast gives the listener a taste of how having a FOX membership can transform the way families and their trusted advisors approach ideas like philanthropy, governance, investing, and more. more

The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing . more

A free financial markets podcast hosted weekly by Independent Registered Investment Advisors Mark McEvily & Matt Jessup. Mark & Matt discuss their perspective on stocks, trade-able securities, the economy and financial planning. All commentary on this podcast is objective and independent. Mark & Matt strive to make sense of the challenging world of finance by providing understandable commentary to the general public. Mark and Matt are Managing Partners at Jessup Wealth Management.Address: 35 Park Ave. Dayton, OH. 45419Phone: 937-938-9105 more

Welcome to Private Banking Strategies Podcast with Vance Lowe and Seth Hicks, your secret weapon to protect your assets and never have to start over financially again. Vance and Seth help high net worth individuals, families, business owners, and investors structure an asset-protected, tax-free fortress for their families. Learn how to keep what you earn and use the 'velocity of money' to create your own private banking system. Join us on this journey as we explore the 'secret' strategies of the rich and political elite and help you take total control of your financial security. more

Blog, Podcast, Collaboration

Financial and retirement planning guidance from Kansas City's Scott Dougan of Elevated Retirement Group. Scott Dougan founded Elevated Retirement Group in 2003 in order to fill a niche he felt was not being addressed properly in the retirement planning environment helping retirees and pre-retirees in the Kansas City metro area find answers to issues that may affect the quality of life during their retirement. Scott is a Registered Financial Consultant (RFC) and holds a Series 65 Investment Adviser Representative license, which holds him to the fiduciary standard. He also holds insurance licenses in Kansas, Missouri and other states. more

Brian Kasal, Founder & CEO of FourStar Wealth Advisers in Chicago explains today's market for all to understand. more

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 portfolios, and more. For anyone looking to invest into private markets (from experienced wealth managers to family offices to the individual investor looking for a more diversified investment portfolio), you'll hear inside stories from executives and founders at some of the world's largest financial institutions, alternative asset managers firms, and wealth management firms. More than a personal finance podcast, Alt Goes Mainstream dives deep into trends, investment strategies, firm building lessons, and innovative technologies that are enabling investors to access private markets. more

Want to learn how professional investors do it? The Capital Ideas podcast brings you the latest investment thinking from Capital Group, one of the world's largest investment management organizations. Each week we'll get inside the minds of portfolio managers, analysts and economists to break down market trends, macroeconomic forces, investing approaches and lessons learned from personal experience. Take 30 minutes and tap into the intellectual capital of Capital Group. Capital Client Group, Inc. All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies. For full disclosures go to capitalgroup.com/global-disclosures. more

Smart real estate investing will give you the time and the money to live life on your own terms! We call that real wealth. Host Kathy Fettke is Co-CEO of Real Wealth Network, author of the best selling 'Retire Rich with Rentals' and the host of companion podcast, Real Estate News for Investors.Kathy Fettke launched this podcast in 2003 to share her own secrets and those of top experts in the real estate investing field. She along with guests like Robert Kiyosaki, Peter Schiff, Doug Duncan, John Burns, Bruce Norris & other rising real estate stars offer insights on the creation of passive income through real estate, and how to avoid costly mistakes.Learn how to build a portfolio outside the stock market with buy-and-hold strategies, single-family rentals, multi-family properties, syndicated deals, self-directed IRAs and 401ks, the highly-revered 1031 exchange, private money lending, creative financing, and much more in this podcast! Whether you're on the go, listening in your car or watching at home, we've got you covered!If you have a specific question for Kathy, send an email to Kathy@realwealth.com and she may answer your question on a future episode! Like what you hear? Don't forget to like, follow, comment and subscribe. And did you know the Real Wealth Show is also on YouTube? Be sure to subscribe to our channel to be notified of the latest episodes when they are posted. We've got weekly webinars, live events, investment counselors and so much more free content available to you on our website: https://wwwRealWealthShow.com! While you're there, if you click the Join Now button, you get to become a free member and then you'll be able to access RealWealth's investor portal and take advantage of all of our free education! Thanks for listening! more

Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of financial services related topics related to wirehouse, regional, and RIA advisors, firms, and teams. Frank's goal, and the goal of his team at Elite Consulting Partners, is now as ever to be the go-to resource for actionable information and trusted guidance to elevate you and your career at whatever stage you may be. more

Modern Wealth Management presents America's Wealth Management Show with Dean Barber. Dean and his guests, America's leaders in the financial industry, have made it their missions to show everyone how to grow, keep, and leave their money. Since 2003, America's Wealth Management Show has informed and educated retirees and those nearing retirement on what life is like after your working career ends. Investment advisory services offered through Modern Wealth Management, LLC, an SEC Registered Investment Adviser. more

Financial and retirement planning guidance from Matt Starke, of Great Lakes Retirement Solutions in Saginaw, Michigan. more

Have you ever wondered how the ultra-rich manage to secure their wealth? Look no further than Switzerland. In our podcast, 'Swiss Money Secrets,' we delve into the fascinating world of Swiss offshore banking and wealth management. Join us as we talk to leading Swiss financial industry experts and explore the benefits and intricacies of offshore banking for Americans. The WHVP team will cover everything from international investment diversification to privacy and asset protection. So get ready to unlock the secrets of Swiss banking and take control of your financial future. more