Beste A Advisor podcaster (2024)

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3 Year-End Tax Planning Strategies Worth Reviewing 18:32

11d ago18:32

18:32

As the year comes to a close, it's the perfect time to reassess your financial strategies and ensure you're on the right track for 2024. Tax planning is a crucial aspect of this process, and in our latest episode, we will share three essential strategies that can help you optimize your tax efficiency and financial health. Here’s what we cover in th…

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EP #9: Unlocking Success in Roofing M&A: Strategic Acquisitions and Smooth Transitions 19:05

21d ago19:05

19:05

Unlock the secrets of roofing industry acquisitions with the South Florida M&A Advisors Podcast! Ever wondered why larger companies are snapping up smaller, locally recognized roofing firms like Earl Johnston Roofing? Join our host, Russell Cohen, as he explores the strategic mindset of add-on acquisitions. We delve into the personal motivations be…

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Episode 204 - Cozy Fantasy 1:06:42

13d ago1:06:42

1:06:42

It’s episode 204 and time for us to talk about the genre of Cozy Fantasy! We discuss what makes something cozy, romantasy, breakneck cozy fantasies, how much fantasy people need in their fantasy, and more! You can download the podcast directly, find it on Libsyn, or get it through Apple Podcasts or your favourite podcast delivery system. In this ep…

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A Look Inside Our Investment Planning Process 23:50

25d ago23:50

23:50

Investment planning is not just about picking stocks or bonds; it's about creating a roadmap that aligns with your broader financial and retirement goals. This is one of the pillars of the retirement planning process at Wyze Wealth Advisors and today we’re going to break down our unique approach to investment planning. Ryan is joined again by Ron W…

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ETFs vs. Mutual Funds: What's The Difference? 24:28

1M ago24:28

24:28

When it comes to investing, mutual funds and ETFs are two of the more popular options people will choose from. But which is better, and does it really matter? Today Ryan will host a roundtable discussion with Ron Wyatt, CFP®, CIMA®, CPWA® and Nick Lewandowski, CFA®, CFP® to answer some of the most common questions…

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Episode 203 - Dark Academia 1:01:16

1M ago1:01:16

1:01:16

It’s episode 203 and time for us to discuss the genre of Dark Academia! We discuss aesthetics as genres, cosplaying as academics, anti-intellectualism, the differences between Canadian and American university experiences, and more! You can download the podcast directly, find it on Libsyn, or get it through Apple Podcasts or your favourite podcast d…

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Everything You Need to Know About the Roth IRA 25:13

2M ago25:13

25:13

Retirement planning is all about finding the right tools to help you save money effectively and efficiently, which is why tax planning needs to be a part of your planning process. One of the tools that you can leverage to help you grow your nest egg without having a tax time bomb waiting for you in retirement is the Roth IRA. Today we’re going to b…

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Episode 202 - A Wizard’s Guide to Defensive Baking 1:03:31

2M ago1:03:31

1:03:31

It’s episode 202 and that means it’s time for our One Book One Podcast Battle of the Books episode where we discuss A Wizard’s Guide to Defensive Baking by T. Kingfisher! You can download the podcast directly, find it on Libsyn, or get it through Apple Podcasts or your favourite podcast delivery system. In this episode Anna Ferri | Meghan Whyte | M…

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EP # 8: Elevate Your Business with Strategic M&A Insights 18:31

2M ago18:31

18:31

What if the right M&A advisory team could make or break the success of your business sale? Join hosts Russell Cohen and Jeremy Wolf as we uncover the high-stakes world of mergers and acquisitions, focusing on assembling the ultimate team of experts to guide you through the process. From understanding the pivotal role of a fractional CFO in ensuring…

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Achieving Tax Bracket Equilibrium 17:18

2M ago17:18

17:18

Achieving tax bracket equilibrium is a goal that everyone should have as they strive for long-term financial stability. Most people understand that tax planning is important, but how do you find that balance across different investments and accounts? Today we’ll break down what it means, why it’s crucial for long-term financial planning, and how to…

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Episode 201 - Weird West 1:04:21

3M ago1:04:21

1:04:21

It’s episode 201 and time for us to discuss the genre of Weird West! (Just in time for Halloween!). We talk about the potential temporal and geographic restrictions on western fiction, folklore, tall tales, and more! You can download the podcast directly, find it on Libsyn, or get it through Apple Podcasts or your favourite podcast delivery system.…

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What is Long-Term Care Insurance? 19:42

3M ago19:42

19:42

One of the big questions that needs to be addressed in retirement planning is how will you be taken care of later in life. Most people don’t want to think about long-term care when they’re young and healthy, but it could be one of your biggest expenses in retirement. Many retirees plan by getting long-term care insurance but is that something you s…

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Episode 200 - Library Fiction 1:18:41

3M ago1:18:41

1:18:41

It’s episode 200, which means it’s (finally) time for us to discuss Library Fiction! We talk about the stereotypes and tropes of library fiction, unacknowledged work of library workers,and more. Plus: we talk way more about our actual jobs than we usually do. You can download the podcast directly, find it on Libsyn, or get it through Apple Podcasts…

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Why Income Planning is Essential for Retirement 16:46

4M ago16:46

16:46

One of the biggest hurdles for retirement is getting past the idea of no longer having a paycheck coming in. That transition from saving to distribution can be daunting, but it’s essential for building a retirement plan that gives you the confidence to walk away from work. In this episode, we’re diving into one of the key pillars of retirement plan…

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Getting to Know Ryan Wyatt of WYZE Wealth 15:43

4M ago15:43

15:43

Welcome to the first episode of Retire Right, a show dedicated to helping you navigate your path to retirement with the guidance of WYZE Wealth Advisors. Before we dive into financial planning and all the topics associated with building a portfolio for retirement, we wanted to introduce you to Ryan Wyatt, CFP®, CIMA®, one of the wealth advisors on …

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Episode 199 - Summer Media Update 49:45

4M ago49:45

49:45

It’s time for our Summer Media Update! We’re talking about podcasts, videos, books, comics, games and more that we’ve recently enjoyed! We discuss Balatro, Carter Vail, Catwoman, and beading! You can download the podcast directly, find it on Libsyn, or get it through Apple Podcasts or your favourite podcast delivery system. In this episode Anna Fer…

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Episode 198 - Yaoi, Danmei, and BL 1:36:15

4M ago1:36:15

1:36:15

This episode we’re discussing the romance(?) genre(s?) of Yaoi, Danmei, and BL. We talk about tropes, themes, shelving, not understanding fiction from other cultures, and more! Plus: We probably make a bunch of mistakes. You can download the podcast directly, find it on Libsyn, or get it through Apple Podcasts or your favourite podcast delivery sys…

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Episode 197 - Law & Legal Non-Fiction (for the layperson) 1:11:06

6M ago1:11:06

1:11:06

This episode we’re discussing the genre of Law & Legal Non-Fiction (for the layperson)! We talk about how so much of our lives are affected by laws, the challenges of reading (and understanding) legal non-fiction, and whether a whale is a fish. You can download the podcast directly, find it on Libsyn, or get it through Apple Podcasts or your favour…

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Episode 196 - Battle of the Books 2024: One Book One Podcast 35:37

6M ago35:37

35:37

This episode we’re giving our book pitches for our Battle of the Books 2023! Each of us has picked one title that we think we should all read and discuss and you get to vote for which one it is! Will we read Trust Kids!: Stories on Youth Autonomy and Confronting Adult Supremacy edited by carla joy bergman, The Seep by Chana Porter, A Wizard's Guide…

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What if I am wrong? 25:48

6M ago25:48

25:48

Sean and Ben often ask themselves if they're actually helping their clients, or if they may have made a mistake. Ben had a client who was certain he could handle his estate planning needs on his own, without Ben. Spoiler alert: He didn't.Av Sean Kernan

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If your financial advisor only recommends annuities, they aren't a financial planner or advisor 9:45

6M ago9:45

9:45

Sean explains why someone who specializes in pushing annuities could be dangerous for your financial well-being — and the three red flags you need to be aware of.Av Sean Kernan

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How to check a financial advisor's public disciplinary history 16:39

6M ago16:39

16:39

Sean wants you to know how to check up on your potential financial advisor — because you need to know as much as possible about the individual — using a tool called BrokerCheck.Av Sean Kernan

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The FASTEST and EASIEST way to confirm that your financial advisor is NOT running a scam 3:50

6M ago3:50

3:50

Sean recounts a thread in one of his Facebook groups where a member was dealing with a case of fraud, and didn't know where some of his money was. Sean recommends asking two questions: Who holds my money? and Who prints my statements?Av Sean Kernan

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When you should definitely NOT invest in an annuity! 4:55

6M ago4:55

4:55

If you want to invest in an annuity, you need to have a solid reason to use this long-term financial vehicle. And you should definitely have a financial advisor helping you determine if the annuity is your best option, or if another type of investment might better suit your needs.Av Sean Kernan

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Why you would want a CFP financial advisor — and 3 reasons it may not matter as much as you think 8:39

6M ago8:39

8:39

Sean talks about why you may or may not want to work with a Certified Financial Planner as your financial advisor. A CFP license holder might be the best advisor for you. But does it really make a difference?Av Sean Kernan

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When you would NOT want a fee-only financial advisor 10:58

6M ago10:58

10:58

Sean discusses the situations when you want a financial advisor who's paid on commission, and why fee-only shouldn't be a hard, fast limit for you.Av Sean Kernan

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Pros & Cons of working with a newer financial advisor 7:59

6M ago7:59

7:59

Sean gives you the ups and downs of hiring a less-experienced financial advisor.Av Sean Kernan

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What does "I am a fiduciary" even mean? 8:51

6M ago8:51

8:51

Sean defines "fiduciary" with a little help from the Eternal Source of Truth - Wikipedia. Then he talks about financial advisors who are or aren't fiduciaries, and what that means for you.Av Sean Kernan

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How to Think About Costs 40:08

6M ago40:08

40:08

Sean and Ben chat about a simple question with a complicated answer: How much does it cost to do a Roth conversion? There are many ways to answer "How much will this cost?" and they can become overwhelming .Av Sean Kernan

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Dirty little secrets of financial advisor compensation models 17:38

6M ago17:38

17:38

Sean shares five secrets some financial advisors don't want you to know about in regards to their fees.Av Sean Kernan

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How to upgrade your financial advisor — at half the cost and twice the value 8:10

6M ago8:10

8:10

Sean discusses why you may be unhappy with your financial advisor and what to do in that situation. He's happy to help you navigate finding a new advisor who's a better fit for you.Av Sean Kernan

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How to get 18 potential fit financial advisors in 24 hours 4:15

6M ago4:15

4:15

Sean brings up a case study of a relatively young couple looking for financial advisors. He can help you find financial advisors who could be a good fit for you. Don't hesitate to reach out!Av Sean Kernan

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Financial Advisor Fees - a surprisingly simple question to see if you're a good fit for an advisor 7:52

6M ago7:52

7:52

Sean discusses the simple question to ask potential financial advisors, to see if they might be a good fit for you.Av Sean Kernan

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The WRONG questions to ask a potential financial advisor 4:44

6M ago4:44

4:44

Sean talks about questions that you absolutely do not want potential financial advisors to answer without asking a dozen questions back at you.Av Sean Kernan

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The 80/20 rule 23:38

6M ago23:38

23:38

Sean and Ben discuss the 80/20 rule, or the Pareto Principle. Italian economist Vilfredo Pareto observed in 1906 that 80% of the land in Italy was owned by 20% of the population. He looked at other nations and saw that the ratio was the same.Av Sean Kernan

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Beware of must-have lists for your financial advisor 12:13

6M ago12:13

12:13

Sean addresses common must-have ideas around hiring a financial advisor, and why they can make you miss out on your ideal advisor.Av Sean Kernan

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The secret of interviewing a potential financial advisor 9:45

6M ago9:45

9:45

Sean discusses the super secret question you should ask any potential financial advisor. In fact, it's so secret, he mentions it 20 seconds into the episode!Av Sean Kernan

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Compared to what? 34:13

6M ago34:13

34:13

Sean and Ben talk about the dangers of asking "Compared to what?" In Dallas in summer, it's hot. "Compared to what?" Compared to Alaska? Jupiter? your normal temperature? A refrigerator? The heart of a volcano?Av Sean Kernan

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Episode 195 - Pop(ular) Culture Non-Fiction 1:00:27

7M ago1:00:27

1:00:27

This episode we’re discussing the topic of non-fiction Pop Culture books! We talk about cult classics, the Disney channel, the futch scale, and being Eldritch Millennials. You can download the podcast directly, find it on Libsyn, or get it through Apple Podcasts or your favourite podcast delivery system. In this episode Anna Ferri | Meghan Whyte | …

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Episode 194 - Indie Publishers 1:05:14

7M ago1:05:14

1:05:14

This episode we’re discussing the topic(?) of Indie Publishers! We talk about how to define an indie publisher, weirdo metro stories, song lyrics, and more! You can download the podcast directly, find it on Libsyn, or get it through Apple Podcasts or your favourite podcast delivery system. In this episode Anna Ferri | Meghan Whyte | Matthew Murray …

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Why would you pay a 1% per year AUM financial advisor fee? 10:33

8M ago10:33

10:33

Sean explains specific fee structures and what they mean for your investment. For example, if you have $1.8 million in assets under management (AUM), you're paying $18,000/year in fees.Av Sean Kernan

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Questions to ask yourself before finding a financial advisor 10:25

8M ago10:25

10:25

Settling your wants and needs from a financial advisor is crucial — because for all intents and purposes, they'll be your partners in ensuring your financial future. Want to retire at 40? Tour the world? Make sure your kids can go to Harvard? Financial advisors can help you reach any or all of those big dreams.…

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How to find a financial advisor - evaluating the common questions you're told to ask 15:59

8M ago15:59

15:59

If you ask anyone who has a financial advisor for the best tips on finding one who fits your style, they'll give you the questions you "just have to ask" before you choose one. Sean provides a deeper look into what typical advice you might hear and how to carefully question this guidance.Av Sean Kernan

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The surprisingly simple BEST question to ask a financial advisor 6:37

8M ago6:37

6:37

This approach allows you to observe the advisor’s process and how they interact with clients. Pay attention to the direction of the discussion and how comfortably it flows. Feeling at ease during this conversation is a positive indicator of their client handling skills.Av Sean Kernan

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How to Make Perfect Short-Term Predictions 40:35

8M ago40:35

40:35

Sean and his colleague, Ben, discuss making short-term predictions - which people have no logical way to make. Even certified financial professionals can't predict whether the stock market is going to be up, down, or flat six months from now.Av Sean Kernan

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How do I ask my financial advisor what my fees are? 17:41

8M ago17:41

17:41

Sean gives you advice about questions you should ask your financial advisor about their fee structure. It Includes not only how much the advisor earns, but also how much is paid to your investment vehicles, transaction fees, and more.Av Sean Kernan

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Do I need a financial advisor? 16:02

8M ago16:02

16:02

Join Sean Kernan as he answers all the burning questions about finding and working with a financial advisor. In this episode, he answers the burning question on many peoples' minds — whether they even need a financial advisor in the first place.Av Sean Kernan

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Episode 193 - Spring Media Update 1:04:59

8M ago1:04:59

1:04:59

It’s time for our Spring Media Update episode! We talk about art installations, manga, board games, comics, and birds. So many birds. You can download the podcast directly, find it on Libsyn, or get it through Apple Podcasts or your favourite podcast delivery system. In this episode Anna Ferri | Meghan Whyte | Matthew Murray | Jam Edwards Join our …

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Episode 192 - Non-Fiction Graphic Novels & Comics 1:22:05

9M ago1:22:05

1:22:05

This episode we’re discussing the format of Non-Fiction Graphic Novels & Comics! We talk about what we even mean when we say “non-fiction,” comics vs. graphic novels, art vs. writing, memoirs vs. other stuff, and more. Plus: It’s been over 365 days since our last gorilla attack! You can download the podcast directly, find it on Libsyn, or get it th…

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