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Welcome to “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession. Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at he ...
 
Learn what really moves the needle in your business from advisor success stories and industry experts. From the latest marketing tactics working today, to advice for better serving your clients and guidance on running your practice more efficiently, AdvisorRadio gives you the insights you need to take your financial advisory business to the next level.
 
Subscribe for Insights on digital finance and technology by Suhail Ahmad, CEO of the Financial Network Limited. A successful fintech entrepreneur and investor with over 22 years of experience in financial advisory, investment banking and capital markets. Suhail shares ideas and insights on the new digital economy. Including conversations on blockchain, cryptocurrencies, AI and big data and what it means for you and your business. DISCLAIMER: This podcast is for educational purposes and is no ...
 
Through our Monday Musings podcast, we hope to create a community where we can support and challenge each other through conversations, discussions and storytelling. We will be offering helpful advice and updates designed to help you with your financial planning.~More about us at Straight Talk Financial Planning...Yes, at Straight Talk Financial Planning we provide Financial planning specialising in Pensions, Investments, life assurance Wills and Powers of Attorney across the South Coast, but ...
 
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 expe ...
 
John and Brent Kuykendall welcome you to the GulfCoast Financial family of friends. Our mission at GulfCoast is to work individually with our clients to help secure their financial future. Experience the difference between being just a client and belonging to a family of friends. GulfCoast Financial Services, Inc. operates as a Registered Investment Advisor (RIA) operating in Florida and Texas. With Belinda, Blake, and Melissa, our commitment to our clients and our community never wavers. Re ...
 
The Financial Services Council represents Australia's retail and wholesale funds management businesses, superannuation funds, life insurers, financial advisory networks and licensed trustee companies. The Council has more than 100 members who are responsible for investing more than $2.8 trillion on behalf of 13million Australians. The pool of funds under management is larger than Australia’s GDP and the capitalisation of the Australian Securities Exchange and is the fourth largest pool of ma ...
 
DENNIS TUBBERGEN has been working in the financial industry for over 25 years. He is CEO of Personal Legacy Planners, a personal legacy company, and CEO of USA Wealth Management, LLC, a federally registered investment advisory company. Dennis Tubbergen has authored two books for consumers: Economic Consequences: Can You Survive, Even Prosper, From 100 Years of Bad Money Decisions, and The Retirement Resolution. Mr. Tubbergen has also been writing an online financial blog since 2008 which can ...
 
Welcome to the Financial Advocate Podcast - Formerly known as "The Special Needs Connection" & "Caring For Aging Parents." We found ourselves sharing podcasts to both shows so we decided to combine them into one podcast! You will continue to find strategies, resources and connections for dealing with the emotional, physical, and financial challenges of aging parents and raising children with special needs. Hosted by Colin Meeks, a Certified Financial Planner focusing on Eldercare Financial P ...
 
The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business. Securities offered through Kalos Capital, Inc. and Investment advisory services offered through Kalos Management, Inc. located at 11525 Park Wood Circle Alpharetta, GA 30005. Skrobonja Financial Group is not a subsidiary of Kalos Capital, Inc. nor Kalos Management, Inc.
 
Do you know if you are making the right decisions for your life with your money? Are your financial plans the right ones for you? Many people don't know what they don't know about planning for their financial future. In this show Mark Singer gives tips, insights and information to help guide you in making more confident decisions that fit your life. Mark Singer CFP® and President of Safe Harbor Retirement Planning has 25 years of experience in the financial services industry. In 1990 he foun ...
 
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show series
 
Welcome to the Heritage Market Minute for Monday October 11th! Markets are starting the week lower as the bond market is closed for Columbus Day. It's a busy week for the markets as earning season kicks off later this week, starting with the big banks. Earnings are always a critical part of our evaluation process as corporate profits are one of the…
 
We get a lot of questions from listeners on the show and would love to help answer yours. Post any questions that you may have about retirement below. We would be honored to ease your mind and guide you to a more comfortable retirement. Make sure you also follow the link to tune in to this episode. As always John Kuykendall supplies lots of free in…
 
In this weeks Monday Musings, David talks about Premium Bonds! Read the full Monday Musings over on the Straight Talk Financial Planning website. You can now also view the Monday Musings on our YouTube channel!! Click the links below!! Website: Welcome to 5487, the year you win £1,000 on Premium Bonds! - Straight Talk Financial Planning YouTube: St…
 
Deirdre Van Nest is the founder of Crazy Good Talks, a communication coaching firm that helps financial advisors become better communicators in order to help their clients and prospects take the next desired step. She has developed a very unique process that teaches advisors how to use foundational stories to make deeper connections with those they…
 
The vast majority of Americans continue to suffer as a result of Fed policy, and they will suffer even more in the future. James Bullard, president of the Federal Reserve Bank of St. Louis, admits that it doesn’t look like we’ll be going back down to 2% inflation anytime soon so we just better get used to higher inflation being with us for a long t…
 
"Yesterday all my troubles seemed so far away" Read on to find out why David's thinking about the Beatles in this weeks Monday Musings... Don't forget you can also view the Monday Musings on our YouTube channel! Click the links below!! Website: "Yesterday All My Troubles Seemed So Far Away" - Straight Talk Financial Planning YouTube: "Yesterday All…
 
Welcome to the Heritage Market Minute for Monday October 4th! Markets have been ugly as of late, so we are taking some extra time this week to discuss market corrections and the role they play in extending the longevity of a bull market. Anytime the markets drop, investors first reaction is to ask "what's wrong with the market?", but it is importan…
 
Drew Waldron is the co-founder of Canvas Wealth Advisors, an RIA based out of Kansas that manages $455-million for 150 families. Drew and his partner have taken the client experience to a whole new level by not only reinvesting into client services and better technology, but also by executing once-in-a-lifetime excursions exclusively for clients of…
 
J.D. Bruce is the Chief of Innovation for Abacus Wealth Partners, an RIA based out of Santa Monica that manages over $4-billion in assets for 1,900 clients. J.D. has been successful in scaling Abacus to its current size by implementing Angie Herbers’ Diamond Team Model to offer a variety of different service models to different types of clients. Li…
 
In this weeks Monday Musings, David talks about giving another 40% to the taxman.. Read the full Monday Musings over on the Straight Talk Financial Planning website. Don't forget you can also view the Monday Musings on our YouTube channel. Click the links below! Website: Why not give another 40% to the taxman? - Straight Talk Financial Planning You…
 
Welcome to the Heritage Market Minute for Monday September 27th, 2021. Markets are starting the week off on a mixed note as the Dow Jones is higher and the Nasdaq is lower in Monday's session. Concerns about rising treasury yields have the market feeling uneasy, but our advisors think the market is mis-reading the fed statement from last week by an…
 
Since the financial crisis in 2008, the Fed and central banks around the world have been pumping money into markets. Nearly all of it has gone into speculative derivatives. According to our guest this week, Mr. David McAlvany, history was made last Friday, when over $2 Trillion in options traded on the S&P. Listen as your host for Retirement Lifest…
 
In this weeks Monday Musings, David talks about being just too late... Read the full Monday Musings over on the Straight Talk Financial Planning website to find out more! You can now also view the Monday Musings as a Podcast. Click the links below!! Website: https://straighttalkfinancial.co.uk/j... YouTube Just Too Late - Monday Musings 20/09/2021 …
 
Matthew Jarvis is the owner of Jarvis Financial, an RIA based out of Seattle that manages $240-million for 170 households. Matthew is incredibly focused on increasing the efficiency and profitability of his firm by systematizing his business processes, thereby delivering even more value to clients. Listen in as Matthew shares the secret behind more…
 
Welcome to the Heritage Market Minute for Monday September 20th! Markets are starting the week sharply lower as concerns about China's real estate contagion grip global markets. Couple that with the fact that Congress is locked in a heated debate over the approaching debt ceiling and you have a recipe for a sell off. Join Mike Desepoli as he discus…
 
“Median household income has declined at the fastest rate, since the numbers have been tracked, in 2020, while the billionaires got $8 trillion richer”. Our guest this week on Retirement Lifestyle Advocates radio is Gerald Celente. Listen in as your host, Dennis Tubbergen, talks with Mr. Celente about the incredible accuracy of his previous predict…
 
Welcome to the Heritage Market Minute for Monday September 13th! Markets look to shrug off a two week losing streak and build momentum into the end of the 3rd quarter. There's been a repeating pattern of higher opens and lower closes in the market the last two week, a sign of a very anxious market. Even though markets sit just a few percentage poin…
 
Jessica Hovis Smith is the President of Longview Financial Advisors, an RIA based out of Alabama that oversees $194 million for 199 clients. Jessica oversaw a succession plan that brought two lifestyle practices into one employee-owned, multi-generational firm, navigating multiple transitions along the way to eventually arrive at a valuation that w…
 
In this weeks Monday Musings Andrew talks about what we pay for. Get to know Andrew on our 'Meet the Team' page on our website and don't forget to read the full Monday Musings over on the website. You can now view the Monday Musings on our YouTube channel. Click the links below!! YouTube: Straight Talk Financial Planning - YouTube _________________…
 
The country of El Salvador recently announced its acceptance of Bitcoin as legal tender. That should have been very bullish for Bitcoin and cryptocurrencies in general… but instead, within minutes, Bitcoin’s value plummeted nearly 12 percent. According to our guest on Retirement Lifestyle Advocates radio, Mr. Rob Kirby, the FED and other central ba…
 
Every step in your financial progress takes careful planning. Having your family protected and benefited, and your wishes executed are a step beyond the planning that most do and can have additional complications and requirements. Tune in to this show as John Kuykendall pays tribute to 9-11 while helping you create a financial legacy.…
 
In this weeks Monday Musings, David talks about facing reality! Read the full Monday Musings over on the Straight Talk Financial Planning website! You can now also view the Monday Musings on our YouTube channel. Click the links below!! Website: Facing Reality - Straight Talk Financial Planning YouTube: Straight Talk Financial Planning – YouTube ___…
 
Welcome to the Heritage Market Minute for Tuesday September 7th! Markets are kicking off the holiday shortened trading week in mixed fashion, with the Nasdaq higher and the Dow Jones lower on the day. The disappointing jobs report from Friday continues to hang over market, although it's not all bad news. Join Mike Desepoli as he discusses what the …
 
John Kennedy is a founding partner of CandorPath Financial, a hybrid RIA based out of Orlando that manages $110 million for 162 families. John and his partner implemented Gino Wickman’s Entrepreneurial Operating System (EOS) as a framework to rapidly scale their practice in a very deliberate and intentional way. Listen in as we delve into how John …
 
Central banks, including the US Federal Reserve Bank, seem to believe that they are the ultimate arbiters of interest rates, and in recent years the masses have all come to believe it too. However, according to our guest this week on Retirement Lifestyle Advocates radio, Alasdair McLeod, we’re all about to see history repeat itself yet again as a c…
 
Welcome to the Heritage Market Pulse for Friday September 3rd! It's the last trading day before Labor Day weekend and the markets are relatively flat in a very subdued session. The big news we discuss today is the monthly jobs report covering the labor markets for August, as the actual number of jobs created came in well below economist expectation…
 
In this weeks Monday Musings David talks about inflation. Read the full Monday Musings over on the Straight Talk Financial Planning website. You can now also view the Monday Musings on our YouTube channel! Click the links below!! YouTube: Doesn't Inflation Count? - Monday Musings 31/08/2021 - YouTube _________________ David and the team at Straight…
 
Shannon McLay is the founder of The Financial Gym, an organization that offers financial coaching services on a monthly subscription basis to 3,500 Millennial and Gen-Z clients. Shannon has positioned her offerings in a similar way to personal trainers, helping people get “financially fit” through traditional financial planning services like budget…
 
Welcome to the Heritage Market Minute for Monday August 30th! Markets are building on their gains from last week after the Fed announced they would leave monetary policy unchanged for the time being. We will get a glimpse into the labor market recovery later this week with the big jobs report this coming Friday. Join Mike Desepoli as he discusses w…
 
A stock market crash of upwards of 90%, not seen since 1929… That’s the forecast for the next 12 months from our guest this week on Retirement Lifestyle Advocates radio, Mr. Harry Dent. Your host, Dennis Tubbergen, discusses the impending crash in the financial markets, the real estate market, and where the opportunities lay in the next boom cycle;…
 
In this Swift Chat interview, Jonny Swift of Impact Communications speaks with Angel Gonzalez, Chief Marketing Officer and Co-Founder of Snappy Kraken, a marketing automation and growth platform for financial services professionals. Learn about what's working for advisors today when it comes to digital marketing and what trends we're seeing on the …
 
James Bogart is the CEO and President of Bogart Wealth, an RIA located in Virginia that manages $1.8 billion of assets for 900 families. James has nearly doubled his firm’s AUM organically since the start of the pandemic by leveraging online educational webinars that address very specific issues regarding employee benefits for those working at cert…
 
Welcome to the Heritage Market Minute for Monday August 23rd! Markets are sharply higher to start the week, building on top of Friday's robust gains. Hurricane Henri turned into Tropical Storm Henri and left the East coast largely unscathed this weekend, and for that there is much to be thankful for. Join Mike Desepoli as he discusses some key mark…
 
Charlotte Geletka is the owner and managing partner of Silver Penny Financial, a hybrid RIA based out of Atlanta where Charlotte personally oversees $140 million for 150 families. After purchasing the firm from her father, Charlotte took the existing business model and built the firm around her own vision to take the firm to the next level. Listen …
 
The pictures all over the news were disheartening this weekend with the Taliban increasingly taking control of Afghanistan as city after city, including Kabul, surrenders to the militant group at a pace that foreign policy ‘experts’ could never have imagined. The Taliban has gained control of the country’s borders, so the only way out now is the Ka…
 
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