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Helping people change the trajectories of their lives through establishing, growing, maintaining, or protecting wealth as a fiduciary. For educational and entertainment purposes only. Please consult your own financial advisor or other professionals directly. DISCLAIMER: https://www.scfsecurities.com/disc/branden-du-charme/
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Modern Wealth Management presents America's Wealth Management Show with Dean Barber and Bud Kasper. 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, Dean Barber and Bud Kasper have co-hosted America’s Wealth Management Show. Their radio show has informed and educated retirees and those nearing retirement on what life is like after your working career ends. Investment advisory s ...
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Modern Wealth Management

Darrick Hutchens and Ray Kramer

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Welcome to Modern Wealth Management by Monon Wealth, where we tackle pertinent financial topics to help better position you and your business for success. Listen as Darrick Hutchens and Ray Kramer, Managing Partners of Monon Wealth Management, tap into four decades worth of experience in the financial sector and unpack their strategies for today's level of modern wealth management. So, sit back, relax, and enjoy enlightening conversations that highlight an array of financial questions and to ...
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Wealth Management Invest

WealthManagment Invest

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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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Complete Wealth Management With Dave Alison

Dave Alison, CFP®, EA, BPC

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Learn the strategies and techniques used by high net worth individuals to grow and protect their wealth. In this podcast, Dave invites top professionals to talk about investing, financial planning, protection planning, tax management, and estate planning. In addition to the money talk, Dave and his guests will have some fun talking about lifestyle, travel, tech and unique experiences to make life better!
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In an industry that's changing faster than ever, expectations for growth, both organic and inorganic, are only getting more intense. With private equity money flooding into the wealth management space, customer experience expectations leveling up, generative AI upending process and a generational wealth transfer that will transform client acquisitions, the journey to growth for all wealth management businesses will require adaptability, resilience and a long-term vision that puts client's ne ...
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Welcome to The Plum Pointe Wealth Management Podcast Series, where we simplify and navigate today's financial complexities to create a better world for our clients. Join Brian Dunckley, President and Founder of Plum Pointe Wealth Management, each episode as we discuss some of the most pressing topics facing business owners in today's financial climate. With a background in science, prior to becoming a wealth manager, Brian helps family stewards prepare for the future in a complicated world, ...
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Hampstead Wealth Management

Hampstead Wealth Management

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Hampstead Wealth Management was established to provide the very best, fee-based advice. Our aim is to help our clients understand and make the most of their finances, which may be by achieving specific objectives or through more general management and guidance. Subscribe to our podcast channel to receive all of our latest updates! www.hampsteadwealth.co.uk
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WindRock Wealth Management Podcast

WindRock Wealth Management

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WindRock Wealth Management is an independent investment management firm founded on the belief that investment success in today’s increasingly uncertain world requires a focus on the macroeconomic “big picture” combined with an entrepreneurial mindset to seize on unique investment opportunities. We serve as the trusted voice to a select group of high net worth individuals, family offices, foundations and retirement plans.
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Overview: In this podcast, we will be interviewing a variety of business professionals. We hope to get a variety of viewpoints, insights, and bits of information that other business owners and professionals can utilize. Disclosures: Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC, and Registered Investment Advisor. Insurance offered through CUI Wealth Management. CUI Wealth Management, LLC and Woodbury Financial Services, Inc. ...
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Ever wish you could see the gears turning in a hyper growth business? We’re peeling back the curtain on how Jason Wenk, the visionary behind Altruist and before that FormulaFolios, and his team at Altruist are disrupting wealth management for the better. You'll hear about how Jason's strategic decisions at FormulaFolios set the stage for Altruist's…
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Enjoy a replay of another one of our most popular Dentist Money Show episodes. Making random decisions with your money over a long period of time can lead to disaster. How can you avoid financial catastrophe and end up exactly where you want to go? On this episode of the Dentist Money™ Show, Ryan and Matt offer three steps you can take to ensure yo…
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5 Signs You're Saving Too Much for Retirement Get your journey off to a great start with our financial resources: https://www.modwm.com/education-center/ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/4cMG0de Meet with Us: https://bit.ly/4c…
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A Fed cut in September could make non-US equities attractive for a while. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the value of an advisor, aging in place, QDRO's and divorce, and excuses we use when putting off retirement planning.Annex Wealth Management
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Small caps got a boost when inflation came in lower. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the Annex Experience while Ask Annex tackles a question about taking Social Security and plowing it back into the market.Annex Wealth Management
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Can a presidential election year bring stability to your portfolio? Find out how historical trends and informed strategies can guide you through the noise. In this episode, we explore the third quarter 2024 market intel report, revealing that global equity markets have returned a solid 10% so far. Despite the usual election-year volatility, we unde…
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Young Professionals: Now that you're past the basics of financial planning, what should you be thinking about as you continue building your wealth? Host Michael MacKelvie, wealth advisor, is joined by Jinger Pajestka, senior wealth advisor, to discuss goal setting, employer benefits, real estate investing, estate planning and insurance, all to help…
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Ever wondered if real estate is the financial goldmine it’s often claimed to be? Think again. We break down the complexities and risks associated with real estate investments, revealing why tailored financial and tax planning are essential. Learn how collaborating with CPAs and business coaches can transform your approach to advanced tax strategies…
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WealthManagement.com’s David Bodamer speaks with Jake Miller, Co-Founder and Chief Solutions Officer at Opto Investments, about the evolving landscape of private markets and how RIAs can leverage new strategies to benefit their clients. They touch on the opportunities and challenges within private equity, private credit, infrastructure, and real es…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Jake, and Victoria explore the indicators of a recession, such as the unemployment rate and the inverted yield curve. The conversation then shifts to the changing spending habits of Americans, with more people going on vac…
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7 Money Management Tips Get your journey off to a great start with our financial resources: https://www.modwm.com/education-center/ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/4f014P2 Meet with Us: https://bit.ly/4cRLeEk Must-Knows for C…
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When it comes to a DSO deal and the money that is often involved, it’s hard to be too critical. Unfortunately, many dentists are surprised by trade-offs that leave them wishing they had just turned their back on the sale. On this episode of the Dentist Money Show, Ryan and Matt take a look at the other side of DSO deals and examine why many dentist…
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What matters for long-term investors is whether fears of a recession become a reality. Dave Spano and Brian Jacobsen present our Week-in-Review. What are 6 things you might not want to inherit? We've got the list. Learn more about our Investment Committee, remarriage and estate planning, and what IS and ISN'T financial planning.…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt and Rabih discuss the topic of the deficit and its impact on America's financial health. They explain the difference between deficit and debt and how deficits accumulate over time to form the outstanding debt level. They al…
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Getting the right number for your investment returns should be simple … right!? But there are actually several factors that go into an accurate calculation. On this episode of the Dentist Money Show, Ryan and Matt invite Rabih Dimachki, CFA and Director of Investment Strategy at Dentist Advisors, to explain why getting the exact ratio for a return …
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What if the sticky notes you left on your most prized possessions ended up causing chaos instead of clarity? We tackle the quirky and flawed methods people use to update their estate plans, from sticky notes to unwritten wishes, and why understanding behavioral finance is crucial. Estate attorney Thomas Crofts joins us to share eye-opening stories …
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Enjoy a replay of another one of our most popular Dentist Money Show episodes. According to tradition the seven deadly sins that keep you from reaching heaven are: envy, gluttony, greed or avarice, lust, pride, sloth, and wrath. And the seven big mistakes that can wreck a dentist’s retirement can be just as financially deadly to your net worth. On …
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Dive deep into the learnings and strategies behind Facet’s incredible journey from a humble $2 million to now $40 million in revenue—all achieved through pure organic growth. Join our host, Meg Carpenter, CEO and Co-Founder at Ficomm, as she sits down with Facet's CEO and Co-Founder, Anders Jones, and President and COO, Shruti Joshi. Together, we l…
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Our strength is continued US exceptionalism while concentration risks in the economy present weakness. Opportunity exists by not extrapolating the downward trend in momentum towards something else while momentum crashes present a threat.Annex Wealth Management
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Get your journey off to a great start with our complimentary financial resources: https://www.modwm.com/education-center/ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3W1x1PL Meet with Us: https://bit.ly/3VZfp76 Should I Get Out of Debt B…
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Seeking clarity. Did the debate clear ANYTHING up? PCE came in as expected...what was the market reaction? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the 4 types of retirees, what NOT to do when retirement planning, and a look at HENRY's (High Earners, Not Rich Yet). We'll also spend some time with Jeff Pierce, new p…
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Crunchy chips? Nvidia couldn't stay King of the Hill. And what's the latest PCE number mean for the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. We'll cover steps to consider when selling a business---and meet Jeff Pierce, the new president and COO of Annex Wealth Management (don't worry, Dave Spano isn't going anywhere).…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Victoria, and Rabih give updates on inflation and underpayment penalties from the IRS. They talk about the importance of proactive tax planning and working with a proactive CPA to avoid underpayment penalties, and emphasiz…
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5 Wealth-Building Challenges Get your journey off to a great start with our complimentary financial resources: https://www.modwm.com/education-center/ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/4eQcKnE Meet with Us: https://bit.ly/3XGzA…
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At the recent Dentist Money Summit, attendees were asked some intriguing questions about their spending habits. Hear what your peers do with their money—what’s the best thing they have spent money for and what they hate spending money on. Ryan and Matt look at where the money goes and how lifestyle, intentional, and mindless spending affect dentist…
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Are you ready to unravel the complexities of the mortgage industry? Our latest episode offers an eye-opening exploration of ethical considerations, historical practices, and modern regulations that shape today's mortgage landscape. Hear the compelling story of how straightforward advice can build trust and foster long-term client relationships. Lea…
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Dave Spano and Brian Jacobsen present our Week-in-Review and discuss rethinking what’s in the 60 and what’s in the 40. Instead of changing the 60 and 40, you can dial up and down the risk within the 60 and within the 40. Also on the show, the latest on Roth 401ks, how to prep for an inheritance, a few things to think about when considering part-tim…
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Who's on top for market cap? It depends on the day. MSFT and NVDA are duking it out. Much is pinned on growth since MSFT's earnings are almost twice Nvidia's. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about Roth 401k's for 2024 and how some are using 72T's for penalty-free withdrawals from an IRA account and other specifi…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Victoria, Ryan, and Rabih record live at the Dentist Money Summit 2024 hosted in Park City, UT. They speak optimistically about the economy and then go into the pros and cons of renting versus homeowning. Then, they discus…
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Where do finances fit in the formula for living a rich life? After all, a truly rich life should include meaningful relationships, good health, personal growth, as well as living comfortably. So how do you cultivate a values-based life? On this episode of the Dentist Money Show, Ryan, Matt, Victoria, and Jake explain why getting rich and living a r…
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Ever wondered how the shifting global economic landscape could reshape your investment strategies? Tune in as we unpack the future of currency hegemony and the resurgence of gold as a store of value. From the rise of onshoring and authoritarian regimes to America's enduring edge in tech innovation, we offer a panoramic view of the factors driving t…
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Enjoy a replay of another one of our most popular Dentist Money Show episodes. “What’s the minimum amount I can save and still be OK in retirement?” It’s a question many dentists ask as they navigate the tradeoffs of both life and business. On this episode of the Dentist Money™ Show, Ryan and Matt look at what maxing out today’s spending by saving …
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Neal Falkenberry, CFA, joins Dean Barber and Bud Kasper, CFP®, AIF®, to talk about different examples of market risk. Market risk alludes to the uncertainty and possibility of losses that comes with an investor’s decisions that are related to factors that impact overall market performance. While market risk can’t be terminated by having proper dive…
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Four members think there shouldn't be any cuts this year. The rest disagree. September could see a dissent. Dave Spano and Brian Jacobsen present the Week-in-Review. We'll cover financial planning for medical professionals, business succession planning, and what you might encounter in the first 6 months of retirement.…
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