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A Weekly Market Impact call, Phil Blancato provides insights and perspective on recent developments, as well as guidance going forward. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered ...
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Level up your business with technology solutions to increase productivity, improve client service, and uncover opportunities for growth. Osaic's technology podcast offers best practices to help you learn, adapt, and implement technology to thrive as an independent financial professional. Visit http://www.osaic.com for additional information. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbu ...
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A podcast designed to help retirees and those nearing retirement navigate finances and life planning with expert insights from financial advisor Trevor Lawson. Tune in for practical strategies and inspiring ideas to ensure your retirement years are purposeful, fulfilling, and truly your best chapter yet. *Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or ser ...
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Money Guide with Mary Sterk is a podcast about real life financial issues and how they might impact YOU! It’s about the big stuff that matters – investments, taxes, retirement strategies – but get this…it’s not boring! Featuring Mary Sterk, CFP®, the Forbes Award-winning founder of Sterk Financial Services, a wealth management firm in the Midwest. Mary Sterk, CFP® CPFA, CEO and Founder, Sterk Financial Services https://www.sterkfinancialservices.com/ 350 Oak Tree Lane Suite 150 Dakota Dunes, ...
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Welcome to the Power Up Wealth podcast, where we provide impactful insight and expert opinions on timeless financial principles and timely investment topics--preparing you to make smarter decisions with your money. Reach out to us at smedleyfinancial.com for additional information and all disclosures. The views expressed are Smedley Financials and should not be construed, directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to r ...
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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 Osaic Wealth Member FINRA, SIPC, and Registered Investment Advisor. Insurance offered through CUI Wealth Management. CUI Wealth Management, LLC and Osaic Wealth are not affiliated entities. Insurance lic ...
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Brought to you by Osaic and produced by Osaic's Succession & Acquisition team, the My Succession podcast delivers firsthand experiences from financial advisors on succession and continuity planning, acquisition, business valuation, and more! Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and ...
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Brought to you by Osaic and Women Forward, Osaic's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from industry leaders. Women Forward is Osaic’s women’s initiative to attract, develop and nurture women financial advisors through programs that are innovative and actionable. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Wood ...
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The Financial Breakaway Podcast is your guide to breaking free from the confusion of the financial world and unlocking your path to a more confident retirement plan. Join me as I look to empower mid-career to retirement-aged individuals, just like you, through engaging conversations about what retirement means to you and then how to build a retirement plan that fits. While crucial topics like investing strategies, tax planning, withdrawal strategies, and social security will be discussed, I ...
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Technology Solutions Consultant Aida Dillman speaks with Jason Peplinski, Vice President of FP Wealth Management, Inc., located in Lincoln, Nebraska, about the usage of Copytalk in his financial business. Jason has over 8 years experience using Copytalk and describes how it has transformed the way his office conducts client interactions. Jason also…
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Mastering Personal Finance: Cognitive Biases
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Summary In this episode, Michael Sayre, a financial advisor at CUI Wealth Management, discusses the importance of personal finance and the fundamental principles that can help individuals make better financial decisions. He emphasizes the significance of understanding behavioral finance and the cognitive biases that can lead to poor investment choi…
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This week, Phil discusses the January effect, less Magnificent Seven, and labor market strength.
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What Should I Look for When Hiring a Financial Advisor?
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What exactly should you look for when hiring a financial advisor? In this episode of Retirement With/On Purpose, host Trevor Lawson breaks down the key factors to consider when choosing the right advisor for your financial journey. From finding a fiduciary who puts your interests first to ensuring they have experience with retirees like you, Trevor…
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Do your investment habits match the seven habits of highly effective investors? I’m James Derrick, and today we will explore a list, and it’s not your typical list of what it takes to be a successful investor with our expert and guest, Jordan Hadfield.
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Ever wonder what creates personal financial success? In this episode of #MoneyGuidewithMarySterk, we share 3 critical #metrics that financially successful people pay attention to. #cashflow #income #overspending #savings #christmas #holidayspending #holidayshopping #taxrefund #starbucks #incomegap #retirement #paycheck #debt #assets #networth Feat …
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This week, Phil is joined by Ben Dennis, CFA, from the LTAM research team to talk about the future of nuclear energy and the impact of Tariffs.
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Do you really need life insurance in retirement? In this episode of Retirement With/On Purpose, host Trevor Lawson unpacks the key factors to consider when deciding whether to keep, adjust, or forgo life insurance in your retirement years. He explores common reasons retirees maintain policies—from covering lingering debts to leaving a tax-free lega…
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MONEY IN A MINUTE 12-Month Financial Strategy
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Let’s kick your year off with a simple financial approach designed to last the year! #accountant #CPA #taxes #budget #debt #powerofattorney #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytip…
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Diversification matters! Phil talks about new tech companies paying dividends to shareholders are commonplace and how diversification helps to lower risk. Also, why are interest rates staying stubbornly high?
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Should I Be Worried About My Social Security Benefit Going Away?
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Is Social Security really going anywhere and what changes could impact your retirement? In this episode of Retirement With/On Purpose, host Trevor Lawson addresses one of the most common concerns for retirees: the future of Social Security benefits. Drawing on insights from recent reports and expert analysis, Trevor explores the critical role Socia…
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We all want to live in a better world. Is #impactinvesting the way to go? In this episode of #MoneyGuidewithMarySterk, we share tips and strategies so you know if impact #investing is right for you. #sociallyresponsible #quakers #methodist #esginvesting #environmental #investments #portfolio #morals #ethical #globaleconomy #energyconsumption #econo…
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Each week brings news of another data breach of our personal information. I’m James Derrick, Chief Investment Strategist at Smedley Financial Services. Shane Thomas will join me today to discuss everything you can do to protect your data and privacy.
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Will the inauguration of Donald Trump lead to economic change? Listen in for the latest on markets and the potential impact.
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The #NewYear is a great time to overhaul your financial life for the better, and one excellent place to start is by making good financial #resolutions. In this episode of #MoneyGuidewithMarySterk," we share 7 smart #newyearsresolutions to get your 2025 off to a great start! #organization #Savings #Debt #Retirement #CreditScore #IdentityTheft #Power…
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Your Retirement Journey: Planning, Purpose, and Prosperity
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Are you wondering how to transition from simply retiring to truly thriving in retirement? In the inaugural episode of Retirement With/On Purpose, host Trevor Lawson introduces the heart of the show: helping you navigate the financial and personal aspects of retirement to create a life filled with purpose and fulfillment. Drawing from over a decade …
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MONEY IN A MINUTE New Year Financial Resolutions
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The #NewYear is here and 34% of #resolutions are financial-related. But here's the thing: only 39% of people in their twenties achieve their resolutions each year. If you're over 50, only 14% achieve their resolutions. Having somebody hold you accountable does improve your success rate. Here are some financial resolutions to consider. Feat Karen Va…
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Technology Solutions Consultant Aida Dillman describes the importance of using digital signatures for an optimal client experience. eSignature increases efficiency, accuracy, and timing. Hear how eSignature can impact your regulatory compliance while cutting costs. Use digital signatures for onboarding new clients, creating contracts, and more.…
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Retirement With Purpose is a podcast dedicated to helping retirees, those nearing retirement, and their supporters navigate the financial and personal aspects of this new phase of life. Hosted by financial advisor Trevor Lawson, each episode provides practical strategies, expert insights, and inspiring ideas to ensure your retirement years are purp…
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This week, Phil talks about 2025 expectations and opportunities that the market will present, as well as the lead up to the all-important inflation data that we’ll get later in the week.
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New Year ~ New Financial Resolutions 2025
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It's time to jump-start 2025! In this episode of #MoneyGuidewithMarySterk, we share smart #resolutions for you to think about the year ahead and improve yourself from a financial standpoint. #newyear2025 #newyearsresolution #CreditScore #EmergencyFund #Savings #Beneficiaries #PerStirpes #Will #TestamentaryTrust #PowerofAttorney Feat Mary Sterk & Ju…
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We’ve often heard if you watch out for your pennies, the dollars will take care of themselves. I’m Sharla Jessop, President of Smedley Financial. My guest today, Parker Thompson, will share ideas on how to make those pennies count.
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Phil looks back at 2024, what went right and what went wrong and discusses January expectations.
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This week, Phil is joined by Matt, Ben, Aidan and Fred from the Ladenburg Research team to wrap up 2024! They will also discuss the lack of a Santa Claus rally and why markets have been volatile recently.
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Is the Housing Market on the Nice or Naughty List?
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There has been a lot of uncertainty in the housing market. I’m Sharla Jessop, President of Smedley Financial. Today my guest and colleague, Brandi Romero, will tell us whether the housing market is on the nice or naughty list this year.
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What happened to Santa? This week, Phil talks about the lack of a Santa Claus rally, stickier inflation, and 2025 potential risks to markets.
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Good or bad, money habits have an impact on marital bliss. I’m Sharla Jessop, President of Smedley Financial Services. Today, my guest and colleague, Parker Thompson, will share four healthy money habits for couples.
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Hardware Requirements: What You Need to Know
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Technology Solutions Consultant Eric Baumgardner talks about the critical aspects to hardware requirements for your computer needs as a financial professional. Eric will discuss vulnerabilities, upgrading your current machine, and your options as it pertains to Windows 10 and Windows 11. Also, hear him give advice in regards to how to choose a PC -…
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MONEY IN A MINUTE Holiday Spending Tips for Kids and Grandkids
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We’re here to give you some #Holiday #spending tips. And who do we tend to overspend on? Our kids and grandkids! Feat Mary Sterk #holidayshopping #budget #shopping #impulsebuying #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #401k #retirementplanning #as…
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This week, Phil is joined by Fred Boy, research analyst from LTAM, to discuss equity valuations and expectation for the next Fed move.
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If you go #holiday #shopping without a plan, you're going to risk #spending too much. Having a plan is a key piece of relieving holiday #stress. Feat Karen Van De Steeg #holidayshopping #holidays #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #401k #retir…
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What is an estate plan, and what are the top five mistakes people make with them? I’m Mikal Aune, and today, we will discuss estate plans with our expert and guest, Nathan Croxford.
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This week, Phil talks about the strong job numbers, services, the goldilocks environment we are in and markets at an all time high!
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Technology Solutions Consultant Aida Dillman talks about the effective ways to initiate working remotely. Using proper software and maintaining proper security standards, remote office setups can actually introduce new levels of digital benefits.By Geoff Severson
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Art as an asset class? This week Phil has special guest Charles Livio Payne to discuss investing in art and the latest on markets. Read Important Disclosures: ltam.com/Disclosure
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How much more do thanksgiving turkeys cost? Why is the S & P 500 at all time highs and bonds rallying? Listen in as Phil explains why!
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Living in the information age means we are often receiving negative information from several sources. I’m Sharla Jessop, President of Smedley Financial Services. Today, my guest and colleague, Jordan Hadfield, will explain how this negative information can affect our investment outlook.By Jordan Hadfield
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Technology Solutions Consultant Aida Dillman from Osaic talks about the benefits of using cloud storage and file sharing as complimentary applications to one another. Hear how you can enhance your practice by improved synchronization of files, team collaboration, and better security.By Geoff Severson
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This week, Phil talks about interest rates rising, the Federal Reserve being a little less kind to markets, but the US economy doing just fine.
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MONEY IN A MINUTE Investing in an Election Year
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According to #USNews, the S&P 500 has not declined during a #presidential re-election year since 1952 and has averaged a 12.2% annual gain in re-election years. These studies also show there is negligible difference in the #market between which party wins. Feat Kelsey Bankey #ElectionYear #InvestingTips #politics #moneyinaminute #forbes #financialp…
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MONEY IN A MINUTE Election Year Investing Tips
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#Investors often make their worst mistakes during uncertain times. Here are five key principles for investing in an election year. Feat Jordan Ireland #ElectionYear #InvestingTips #politics #economy #market #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #…
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