Кращі подкасти про Protect The Harbor (2024)

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The Integrated Financial Advantage with Jason Archambault & Matthew Neyland 36:23

2d ago36:23

36:23

On this episode of The Active Advisor podcast, host Bryan Moore chats with Jason Archambault, CFP, CPA/PFS, and Matthew Neyland, CFA, CAIA, of SKWealth. Join them as they discuss: Leading with financial planning and goals Adding value for clients with direct CIO access Constructing all-weather portfolios using alternatives Calming client’s nerves b…

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Episode 61: Indian River Citrus Museum (Repeat) 55:07

8d ago55:07

55:07

Ever wondered what makes Indian River citrus the sweetest in the world? Join us as we explore the Indian River Citrus Museum. With Heather Stapleton as our guide, we unravel the historical significance and modern cultivation practices that make the fruit so remarkable. From Queen Isabella's explorers bringing sour orange seeds to Henry Flagler's tr…

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Leading with a Client-First Mentality – End of Story, with Brett Danko, CFP®, and Ted Durkin 48:13

16d ago48:13

48:13

On this episode of The Active Advisor podcast, host Bryan Moore chats with Brett Danko, CFP®, and Ted Durkin, Main Street Financial Solutions. Join them as they discuss: Growing the business with great people and a client-first mentality The little things that make a big difference for advisors Fee-only financial planning and investment advisory se…

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Episode 60: Johnny Appleseed Museum 48:08

22d ago48:08

48:08

In this episode, we take a deep dive into the real story of Johnny Appleseed—exploring the man behind the myth. Was he truly the eccentric figure who wore a tin pot as a hat? How did his Swedenborgian faith influence his life's mission? We uncover the origins of this small religious sect, examining Johnny's unique spiritual path and his role in sha…

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30+ Years as an Independent and Fiduciary Steward with Philip S. L. Chao, CFP® 47:03

30d ago47:03

47:03

On this episode of The Active Advisor podcast, host Bryan Moore chats with Philip Chao, CFP®, founder of Experiential Wealth. Join them as they discuss: The evolution of the advisory landscape over three decades The importance of upholding the fiduciary standard Remaining fiercely independent in an evolving industry Seven traits to look for when hi…

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Episode 59: Whales of Iceland Museum 37:06

1M ago37:06

37:06

In today's episode, we take you on an immersive journey into the fascinating world of swimming giants at the Whales of Iceland Museum. Located in Reykjavik, this one-of-a-kind museum is home to over 25 life-size whale models, including the awe-inspiring blue whale, the largest animal to have ever existed. 🌊 Echoes of the Deep 🐋 Join us as we uncove…

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Serving Clients Through Life’s Journey with Brian Probst, CFP®, CRPC® 23:31

1M ago23:31

23:31

On this episode of The Active Advisor podcast, host Bryan Moore chats with Brian J. Probst, CFP®, CRPC®, Vice President of Wealth Management at Raymond James. Join them as they discuss: Brian’s career change from the packaging industry to financial planning Retirement planning for future flexibility Early retirees and the concept of “ifcome” Using …

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Episode 58: Museum of Graffiti 31:12

2M ago31:12

31:12

Ever wondered how graffiti evolved from gang-related tags to a celebrated art movement? Join me, Ayla Sparks, as we unravel the vivid history of graffiti, starting with Cornbread, the Philadelphia pioneer who turned the city into his personal canvas all to impress a girl named Cynthia. Through his story, we trace graffiti's metamorphosis from an ac…

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Building Genuine and Authentic Relationships and Having Fun Doing It with Austin Lane 45:39

2M ago45:39

45:39

On this episode of The Active Advisor podcast, host Bryan Moore chats with Austin Lane, CFP®, Founder and President of Greenwing Wealth Management. Join them as they discuss: Austin's background and journey to becoming an advisor Why currency is an opportunity for unification Austin’s outside the box approach to marketing Making financial advising …

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203. Stephen Tweed - Learn About Home Care for Families and Agencies 39:06

2M ago39:06

39:06

Stephen Tweed, is a nationally known home care business strategist, award winning professional speaker, published author, and executive coach. He is the CEO of Leading Home Care ... a Tweed Jeffries company, and founder of the Home Care CEO Forum. https://www.leadinghomecare.com/The Caregiver's Toolbox

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Episode 57: Museum of the White Mountains 35:35

2M ago35:35

35:35

Join us for an enlightening journey through the rich history and diverse ecosystems of the White Mountains, also known as the "Switzerland of America." Discover the ancient origins of the Appalachian Mountains and their profound geological and cultural significance. We'll highlight the invaluable contributions of Indigenous Abenaki communities, who…

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San Diego’s Innovative Fisherman’s Market Bringing Local, Sustainable Seafood — Pete Halmay, Tuna Harbor Dockside Market and San Diego Fisherman’s Working Group 18:54

2M ago18:54

18:54

This episode features Pete Halmay, President of San Diego Fisherman’s Working Group and one of the founders of the Tuna Harbor Dockside Market. With over 50 years of commercial fishing experience, Pete shares fascinating insights into the challenges of creating a fisherman’s market, the diverse array of seafood available, and the cultural significa…

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From Communist Albania to Managing a Billion-Dollar Practice with Erold Merko 28:30

2M ago28:30

28:30

On this episode of The Active Advisor podcast, host Bryan Moore chats with Erold Merko, CRPC®, Senior Vice President, Wealth Management at Tenured Wealth Management. Join them as they discuss: Erold’s background in communist Albania and how it influenced his career The importance of international investing and diversification Educating clients abou…

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Episode 56: Pearl Harbor Aviation Museum 43:24

3M ago43:24

43:24

📅 A Date Which Will Live in Infamy Today, we reflect on December 7, 1941—a date that will live in infamy. On this day, the United States of America was suddenly and deliberately attacked by the naval and air forces of the Empire of Japan. With Amanda Sheley as our guide, we delve into the attack on Pearl Harbor at the Pearl Harbor Aviation Museum i…

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Blue Technologies and Why San Diego Should be the Blue Finance Capital of the World 27:52

3M ago27:52

27:52

This episode features Greg Murphy from Fugro, a world leader in providing geo-data consulting through mapping, modeling, and monitoring information about our planet and the structures built upon it. Greg is also Vice Chair on the Board at the San Diego Maritime Museum. In the conversation, Greg talks about the innovative future of blue technologies…

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Turning Financial Chaos into Organization with Bradford S. Vannelli, CRPC® 36:33

3M ago36:33

36:33

On this episode of The Active Advisor podcast, host Bryan Moore chats with Bradford Vannelli, CRPC®, Partner and Wealth Advisor at Transcend Capital Advisors. Join them as they discuss: The advantages of being an independent advisor Overcoming unexpected challenges as an independent advisor The endowment model vs. traditional 60/40 Alternative inve…

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Episode 55: Luray Caverns (Repeat) 42:18

3M ago42:18

42:18

This week we head to Virginia to visit Luray Caverns, the most highly decorated caverns in the world according to the Smithsonian. In this episode, we hear from three professionals who share the history of the caverns, the science behind the decorating formations, and how The Great Stalacpipe Organ creates music. Phantom Chasers Luray Caverns was d…

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Tides Mid-Season Report - June 29th, 2014 13:03

3M ago13:03

13:03

Today, Jack talks about the month of June for the Tides, gives a mid-season report, interviews Norfolk Tides Manager Buck Britton, and talks about Jackson Holliday's health and development.COVA Sports

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Weaving San Diego Maritime History Into The Modern World — Dr. Ray Ashley, Maritime Museum San Diego 24:51

3M ago24:51

24:51

This week focuses on San Diego’s maritime heritage with Dr. Ray Ashley from the Maritime Museum of San Diego. As President and CEO, Dr. Ashley leads one of the most prominent institutions on San Diego Bay, recognized as one of the top three maritime museums globally. It includes one of the finest collections of historic vessels, including the oldes…

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Blocking & Tackling as a 401(k) Plan Advisor with Evan Pawloski, AIF® 34:19

3M ago34:19

34:19

Let’s say hello to Evan Pawloski, AIF®. Here’s how Evan describes what he does: “I create World-Class 401(k) Plans for employers who want to hire and retain the Hardest-Working Men and Women in Michigan. Every employee deserves a path to become a Millionaire, and my team and I coach 401(k) participants to this goal every day.” On this episode of Th…

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202. Aaron Marcum of Entrethrive 30:43

3M ago30:43

30:43

Ryan speaks with Aaron Marcum of Entrethrive and the Breakaway Accelerator Program. https://www.entrethrive.com/aboutentrethrive https://breakawayaccelerator.com/The Caregiver's Toolbox

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Episode 54: Edgar Allan Poe House & Museum 39:42

4M ago39:42

39:42

Join us as we delve into the tragic and mysterious world of Edgar Allan Poe, one of literature's most intriguing figures. Discover his legacy and unravel the secrets of his life at the Edgar Allan Poe House and Museum in Baltimore, Maryland. 🕯️ Melancholy and Masterpieces 🎭 Explore how Poe's tumultuous adolescence, marked by loss and upheaval, fost…

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201. Wendy Shulman from Wolk Center for Memory Health 32:48

4M ago32:48

32:48

Ryan speaks with Wendy Schulman from the Wolk Center for Memory Health, discussing Wendy's blog about what to expect when visiting a memory clinic. Read more here: https://www.hebrewseniorlife.org/blog/memory-clinics-what-expect-and-what-lookThe Caregiver's Toolbox

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How to Protect, Grow, and Monetize Your Asset with Thomas Fautrel 26:25

4M ago26:25

26:25

Forbes recognized Thomas Fautrel as a 2018 and 2019 Top Next-Gen Wealth Advisor, and in 2021-2024, Thomas was featured on the Forbes Best-In-State Wealth Advisors list. Before founding Seventy2 Capital, Thomas served as a Senior Vice President with Morgan Stanley Wealth Management and an Assistant Vice President with Merrill Lynch & Co. He began hi…

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Educating Youth and Creating Intersections in Ocean Science — Janaira Quigley, Executive Director of Ocean Connectors 21:58

4M ago21:58

21:58

In this episode, Jen welcomes Janaira Quigley, Executive Director of Ocean Connectors, a conservation non-profit program that connects youth with coastal wildlife. In their chat, Janaira talks about the mission of Ocean Connectors and how the San Diego Bay factors into their programs. She touches on the program’s teaching topics, habitat restoratio…

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Episode 53: SPAM Museum 32:00

4M ago32:00

32:00

Ever wondered how a humble canned meat could become a cultural icon? Join us as we uncover the rich history and global legacy of Spam. We'll take you back to its origins in Austin, Minnesota, where Jay Hormel's quest for a fully cooked ham led to the creation of Spam 87 years ago. Discover how this innovative product became a vital food source for …

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Tour Da Yoop, Eh and Building Wealth – Drawing Correlations with James Studinger 35:32

4M ago35:32

35:32

Allow us to introduce James Studinger, a man who believes ‘Wealth is a Choice’, as he shares in his bestseller of the same name. James, a Yooper, has shaped his financial advising approach through his outdoor adventures in Michigan's Upper Peninsula. His experiences, from hiking across the U.P. to conquering Ironman races and climbing Mt. Rainier, …

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Episode 52: Neon Sign Museum 47:22

4M ago47:22

47:22

Step behind the neon glow with me as we venture into a radiant corner of Las Vegas history at the Neon Sign Museum. With Aaron Berger as our guide, we delve into a treasure trove of glowing lights that tell the story of Sin City. 🎰 Illuminating Las Vegas's Past and Preserving Its Glow 💡 Las Vegas's neon signs are more than just advertisements; they…

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Protecting the Bay’s Environment and Promoting Sustainable Freight Solutions — Sharon Cloward, President of the San Diego Working Waterfront 22:17

5M ago22:17

22:17

In this episode, Jen welcomes Sharon Cloward, President of San Diego Working Waterfront. Sharon first talks about the San Diego Bay's geography and jurisdictions before getting more into sustainable freight solutions and protecting the San Diego Bay's environmental and economic value. She then discusses the San Diego port master plan and environmen…

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Winning with Fewer Clients and Customized Solutions: Insights from Bruce Berry of Genesis Financial Partners 30:05

5M ago30:05

30:05

Meet Bruce Berry; he’s intentionally not that guy. He’s not the guy who chases every business opportunity. He’s not someone who spends time on LinkedIn prospecting and connecting with potential clients. In fact, he doesn’t even have a LinkedIn account. He believes that fostering a fewer deep, and highly customized client relationships brings greate…

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200. Bob Roth - Cypress Home Care 1:10:12

5M ago1:10:12

1:10:12

Ryan speaks with Bob Roth owner of Cypress Home Care in Arizona. Aside from being a home care agency owner, Bob is a leader in the home care community and shares his thoughts on the future of home care and where it is heading. https://cypresshomecare.com/The Caregiver's Toolbox

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Episode 51: Babe Ruth Birthplace and Museum 38:21

5M ago38:21

38:21

Embark on a captivating journey through the life of the legendary Babe Ruth, from his humble beginnings in Pig Town to his towering fame in American baseball. Dive deep into the story behind his iconic status, dispelling myths and revealing the influences that shaped him early on. Explore the man behind the legend, tracing his roots from Pig Town t…

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Building a Successful Advisory with the Family-First Principle: Anthony Zanetti of Mardin Capital Group 35:55

5M ago35:55

35:55

‘Family First’ is a philosophy many believe in, yet few follow it in their work life. Why? Is it really possible to build a successful business around this philosophy? How about doing it while transitioning from a stable wholesaler career in financial advisory to the independent advisory side? Anthony Zanetti shows us how. On this episode of The Ac…

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Episode 50: Boonsboro Trolley Station Museum 52:26

5M ago52:26

52:26

All aboard as we delve into Maryland's captivating trolley history at the Boonsboro Trolley Station Museum. Uncover how these transport marvels transformed rural connections, surprising even in funeral processions. With Reuben Moss leading the way, we unravel the intricate impact of trolleys on local trade, education, and the agricultural economy. …

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Embracing Community as a Key Differentiator with Randy Cohen, CRPC® 34:45

6M ago34:45

34:45

Discover why community involvement, philanthropy, and doing what’s right clients is at the core of Rany Cohen’s advisory practice. Catch this episode of The Active Advisor podcast, where host Bryan Moore chats with Randy Cohen, Financial Advisor at IHT Wealth Management. Join them as they discuss the world of finance, the importance of active manag…

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Episode 49: National Road Museum 30:41

6M ago30:41

30:41

Embark with us on a highway through history as we unravel the fabric of America's love affair with her roads. From the meticulous preservation efforts of past pathways in Frederick County to the lonely stretches of Nevada's Route 50, this episode is a true homage to the arteries that have shaped our nation. With guest Bob Savitt, we witness the cel…

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A Multi-Pronged Approach to Engaging the Public Towards Advocacy and Shaping San Diego — Jen Whitelaw, PR Professional and former C-3 President 40:33

6M ago40:33

40:33

In this episode, Kate sat down with our very own Jen Whitelaw, PR professional and former C-3 President. Jen first shares her career path from English studies to public relations and urban planning. She discusses a few of her favorite tools for reaching the public about important topics like density and sustainability through her work with organiza…

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Actionable Tips for Advisors: Stand Out by Improving Online Presence With Matt Kress 36:09

6M ago36:09

36:09

What’s the single most important part of an Advisor’s website and how can you maximize its impact? Why does it matter if we can see your pupils? For answers to these questions and many more actionable tips to improve your website and LinkedIn profile, catch this episode of The Active Advisor. Host Bryan Moore chats with Matt Kress who is actively b…

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Episode 48: National Museum of Dentistry 31:47

6M ago31:47

31:47

Embark on a journey into the heart of Baltimore where the first dental school took root, revolutionizing oral health care. We'll reveal the pivotal moments that sparked the dire need for dental regulation, from sideshow jaw hackers to educated dentistry professionals. 🔧 From Baltimore's Roots to Regal Dentures 🦷 With Scott Swank as our guide, we re…

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Aligning Creative Vision and Community, Redevelopment, and the Future of Local Advocacy Organizations — Branding Professional, Simon Andrews 56:31

7M ago56:31

56:31

This episode features Simon Andrews, neighborhood branding professional and former C-3 board member. Simon shares his personal journey from Detroit to San Diego in the 1960s and discusses his career helping to shape the identity of neighborhoods through signage and design. Simon also offers his insight into downtown redevelopment and its impact, th…

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From Music to Becoming a Wealth Advisor: Riffing with Matt Zeigler 47:51

7M ago47:51

47:51

Discover the unconventional journey of Matt Zeigler, Managing Director and Private Wealth Advisor at Sunpointe Investments, as he shares insights on the role of trust, connection, and creativity in wealth advisory. Host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, riffs with Matt as they create a playlist while discussing Matt’s journ…

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199. Hope on the Harbor Alzheimer's Association 27:35

7M ago27:35

27:35

Ryan talks with Adrienne Ross and Marty Donohue who help create, promote and attract sponsorships for the annual Hope on the Harbor Gala for the Alzheimer's Association of MA/NH. https://www.alz.org/manh/events/hope-on-the-harbor/leadershipThe Caregiver's Toolbox

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198. Uri Pearl - Catch Cyber Scam Protection 32:58

7M ago32:58

32:58

Ryan talks with Uri Pearl the founder of Catch a cyber scam protection software Automatically scans all incoming emails Scams instantly removed from your inbox Blacklist emails to prevent predatory marketing https://www.getcatch.ai/The Caregiver's Toolbox

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Episode 47: Lee-Fendall House 26:06

7M ago26:06

26:06

Step into the whispered secrets of the past and uncover the echoes of history within the walls of the Lee-Fendall House. With our guide, Jenny Waters, we stroll through the timeline of this architectural marvel, from its conception in 1785 by Philip Richard Fendall to its dramatic roles during the War of 1812 and the Civil War. We'll weigh the grav…

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Communicating Environmental Health Risks and Cultivating the Next Generation of Border Leaders — School of Public Health at SDSU, Paula Stigler Granados 28:15

7M ago28:15

28:15

This episode features Paula Stigler Granados, Associate Professor in the School of Public Health at San Diego State University. Paula first discusses environmental health impacts along the San Diego-Tijuana border region and insights from her recent white paper on the public health crisis caused by Tijuana River contamination. She then explores the…

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From Wall Street to Main Street with Barbara Ginty, CFP®, CEPA®, President of IFS 32:41

7M ago32:41

32:41

Curious what it looks like when you leave a high-paying job on Wall Street to purchase the family business? Why is estate planning a crucial part of the financial planning process? Why is financial services a great career choice for women? Your search ends here; click the link and listen to the podcast. Welcome to another episode of The Active Advi…

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Episode 46: Mob Museum 31:00

7M ago31:00

31:00

Step into the glittering past of Las Vegas and discover how the city's infamous mobsters played a pivotal role in its rise to fame. Our journey chronicles the visionaries like Meyer Lansky and Bugsy Siegel, who laid the foundations of modern Vegas, and the likes of Moe Dalitz and Benny Binion, who left indelible marks on the city's landscape. Liste…

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Growth Management, Urban Planning and Affordable Housing — Professor Emeritus in City Planning at San Diego State University, Nico Calavita 1:28:27

7M ago1:28:27

1:28:27

This episode features Nico Calavita, Professor Emeritus of City Planning at San Diego State University. He shares his insightful perspective on the past, present, and future of urban planning and creating affordable and inclusive housing. Nico first shares his background growing up in Italy and his journey to San Diego. He goes into detail on the h…

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197. Sue Haviland - Speaker, Author and Reverse Mortgage Expert 30:54

7M ago30:54

30:54

Ryan speaks with Sue Haviland a fellow NAIPC member about her experiences in the reverse mortgage industry and being an author and speaker. https://reversemortgagemastery.com/ www.stepsmart.org https://www.linkedin.com/in/suehaviland/The Caregiver's Toolbox

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Specialization and Success in Investment Management: Insights from David Marra, Co-Founder of Markin Asset Management 35:47

8M ago35:47

35:47

Do you want to know the power of using AI in investment management and how it can help RIAs attract and retain clients? Are you aware of the importance of creating exceptional investment experiences, and how AI can be used to improve customer service, compliance, and marketing efforts? It’s within your reach: just listen to this podcast. Welcome to…

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