Shows
FilamentBackstage with AJ: Clues, Comedy, and ChristieBackstage with AJ is heading to Monkswell Manor! Mary Melnick (Casewell) and Christian Pizzirani (Christopher Wren) join AJ Jaffari to spill the tea on "The Mousetrap"—from channeling Agatha Christie’s signature suspense to finding the sweet spot between humor and mystery. They talk layered characters, physical comedy, and the fun of discovering moments in rehearsal. It’s a killer convo you won’t want to miss! "The Mousetrap" Runs March 13- April 13, 2025 https://cltc.org/event/mousetrap/ - - - - - - - - - Written by: Agath...2025-04-0425 minFilamentBackstage with AJ: Questing Through RehearsalsBackstage with AJ is diving into the world of Warcraft! Actors Anna Kosiarek (Evie) and Miranda Liu (Kitty) join AJ Jaffari to chat about "In Love and Warcraft"—a raunchy, fun, and totally unique show. They share what it's like to build cast community, the high-energy rush of tech week, and the pure joy of seeing the props and costumes come to life. Seriously, that sword? Epic. Tune in for behind-the-scenes stories, rehearsal insights, and a whole lot of fun! "In Love and Warcraft" Runs Jan 16 – Feb 9, 2025 https://cltc.org/event/mous...2025-02-0727 min
Insuring Your Wellbeing Cost and differences of Long-term care insurance for 3 types of plans by Dennis James LUTCF, CLTCCost and differences of Long-term care insurance for 3 types of plans by Dennis James LUTCF, CLTC2024-12-2133 min
FilamentBackstage with AJ: The Story & Spirit of "Truce"Backstage with AJ is going festive! “Truce: A Christmas Wish from the Great War,” director Angie Higgins, and sound designer George Psarras, join AJ Jaffari in conversation about this lovely, holiday production. They discuss the humanity of the show, the music that moves the story along, and how this version is different from the original that was produced in 2014. Plus, will AJ see more plays?! Listen to find out! Truce: A Christmas Wish from the Great War November 29- December 22, 2024 cltc.org/event/truce Written by Kit Wilder & Jeffrey Bracco Directed by Angie...2024-12-1825 min
Table Talk with BBYOInsiderA Few Years Later: How CLTC Shaped Us from Day OneToday on Table Talk with BBYOInsider, we’re taking a walk down memory lane to talk about all things CLTC! Three BBYO seniors sit down to reflect on their experiences at CLTC after their freshman year and share how those moments shaped who they are today. They’ll dive into how CLTC helped them find confidence, build lifelong friendships, and set them on a path to leadership within BBYO and beyond. 2024-11-1324 min
FilamentSpooky Lights: "Lizzie"'Lizzie Borden took an axe And gave her mother forty whacks.....' The tale of Lizzie Borden and what happened in Fall River, Massachusetts is one that continues to haunt American history and cultural lore. In this adaptation of the story, be prepared to get inside Lizzie's head and experience what may have lead up to that fateful event. Lizzieby Kit Wilder read by Lisa Mallette - - - - - - - - - Filament is produced by City Lights Theater Company Music, Editing, and Sound...2024-10-3140 minFilamentConversation with "An Inspector Calls" director Mark Anderson PhillipsAJ Jaffair is back, backstage! This time he's joined by director Mark Anderson Phillips as they discuss "An Inspector Calls." The conversation starts with talk about the cultural significance of the sinking of the Titanic and how that connects to the play, then leads into more specifics about why this script, and why now. They go over the stark, icy set, and even contemplate where the characters in the show would be after the curtain falls. An Inspector CallsSep 26 – Oct 20, 2024 cltc.org/event/inspector Written by J.B. Priestley Directed by Mar...2024-10-1529 min
Stuff About Money They Didn't Teach You In SchoolEpisode 74: Top 3 Financial Planning Tips for Early-Career PharmacistsIn this episode of the "Stuff About Money" podcast, co-hosts Erik Garcia, CFP®, BFA™, ChFC® and Xavier Angel, CFP®, ChFC®, CLTC discuss key financial planning strategies for pharmacists at the start of their careers. They explore how to effectively manage income and expenses, set meaningful financial goals, and create a balanced budget to ensure a secure financial future. Erik and Xavier also discuss the challenges of managing student debt and the importance of making informed financial decisions. With practical insights and tips, this episode is packed with valuable advice to help pharmacists build a strong...2024-10-0835 min
Agency Intelligence: The Insurance Podcast NetworkStuff About Money: Episode 74: Top 3 Financial Planning Tips for Early-Career PharmacistsIn this episode of the "Stuff About Money" podcast, co-hosts Erik Garcia, CFP®, BFA™, ChFC® and Xavier Angel, CFP®, ChFC®, CLTC discuss key financial planning strategies for pharmacists at the start of their careers. They explore how to effectively manage income and expenses, set meaningful financial goals, and create a balanced budget to ensure a secure financial future. Erik and Xavier also discuss the challenges of managing student debt and the importance of making informed financial decisions. With practical insights and tips, this episode is packed with valuable advice to help pharmacists build a strong...2024-10-0837 minTable Talk with BBYOInsiderCLTC 3 2024 HighlightsOn today's episode of Table Talk, join Zach Smith, Elana Ruben, Ella Ergas, Stone Loosvelt, Jacob Payne, Asher Golob, and Josh Fienberg as they talk about their experience at CLTC 3 2024.2024-08-0609 minFilament"Rocky Horror" meets "Kinky Boots:" Bart Perry and Matt Locke are back!It’s a Rocky Horror/Kinky Boots crossover episode! Last summer, Bart Perry and Matt Locke won our hearts as Lola and Charlie in the musical Kinky Boots. Now the two are back together in Richard O’Brien’s The Rocky Horror Show as the seductive Dr.Frank-N-Furter and the enigmatic Riff Raff. The two join AJ Jaffari as they reminisce over Kinky Boots and discuss how they first learned about Rocky Horror. Plus, what's it like acting on stage when the audience gets to call back at you?! A great conversation with great friends. Richard...2024-07-2418 min
Agency Intelligence: The Insurance Podcast NetworkStuff About Money: Episode 65: 3 Money Strategies to Teach Your KidsWe all want our kids to develop healthy money habits. We want them to grow to be financially independent humans. They need to develop the skills to face life's financial challenges while the consequences are not too costly. But where do we start? Can Taylor Swift help us in our efforts? Is there something to learn from Erik’s gardening hobby? In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, BFA and Xavier Angel, CFP®, ChFC, CLTC address a common question they receive from their clients, “How do I teach my kid about...2024-06-0443 min
Stuff About Money They Didn't Teach You In SchoolEpisode 65: 3 Money Strategies to Teach Your KidsWe all want our kids to develop healthy money habits. We want them to grow to be financially independent humans. They need to develop the skills to face life's financial challenges while the consequences are not too costly. But where do we start? Can Taylor Swift help us in our efforts? Is there something to learn from Erik’s gardening hobby? In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, BFA and Xavier Angel, CFP®, ChFC, CLTC address a common question they receive from their clients, “How do I teach my kid about...2024-06-0441 minFilamentOpening night at "Clyde's"AJ Jaffari takes us to opening night of "Clyde's" at City Lights! Join for conversation with cast members and other City Lights artists and friends about the power of this show and it's story. Clyde's May 16 – Jun 9, 2024 cltc.org/clyde's Written by Lynn Nottage Directed by Aldo Billingsea Supported by Producers Sandra Moll & Rick Holden Season supported by Season Producers Nancy B. Coleman & Paul M. Resch - - - - - - - - - Filament is produced by City Lights Theater Company...2024-06-0337 min
CyberWire DailyA bipartisan blueprint for American leadership.U.S. Senators look to enhance American leadership in AI. Federal Agencies Warn of Rising Cyberattacks on Civil Society. The Pentagon says they’re satisfied with Microsoft’s post-breach security pivots. Patch Tuesday updates. A Mississippi health system alerts users of a post-ransomware data breach. The FTC cautions automakers over data collection. CISOs feel pressure to understate cyber risks. On the Learning Layer, Sam and Joe continue their certification journey. Guest Sarah Powazek of UC Berkeley's Center for Long-Term Cybersecurity (CLTC) speaks with N2K’s Brandon Karpf about cyber civil defense clinics. A crypto mixing service developer finds himsel...2024-05-1542 min
Agency Intelligence: The Insurance Podcast NetworkStuff About Money: Episode 63: Security, Hope and Significance: The True Value of MothersMother’s Day seems like a silly holiday! Well, at least that's the perspective of guest hosts Missy Garcia and Grace Angel on the Stuff About Money podcast. In this episode, Erik Garcia, CFP®, ChFC®, BFA™, and Xavier Angel, CFP®, ChFC®, CLTC, step back as their daughters take the lead in discussing the significance and value of their mothers and mothers everywhere.Episode Highlights:
Grace and Missy share their perspectives on Mother's Day. (1:07)
Erik discusses how mothers provide security, hope, and significance throughout life. (7:23)
Xavier believes that mothers are the b...2024-05-0728 min
Stuff About Money They Didn't Teach You In SchoolEpisode 63: Security, Hope and Significance: The True Value of MothersMother’s Day seems like a silly holiday! Well, at least that's the perspective of guest hosts Missy Garcia and Grace Angel on the Stuff About Money podcast. In this episode, Erik Garcia, CFP®, ChFC®, BFA™, and Xavier Angel, CFP®, ChFC®, CLTC, step back as their daughters take the lead in discussing the significance and value of their mothers and mothers everywhere.Episode Highlights:
Grace and Missy share their perspectives on Mother's Day. (1:07)
Erik discusses how mothers provide security, hope, and significance throughout life. (7:23)
Xavier believes that mothers are the b...2024-05-0727 minFilamentBackstage with the Cast of "King Liz"We're back with another episode of Backstage with AJ! Join AJ Jaffari as he interviews cast members from our current show, "King Liz." You can learn about Davied Morales' first role on stage, Caitlin Papp's opinion on playing a villanous character, and more! "King Liz" runs through April 21, so there's still time to see this vibrant, drama about life as a sports agent- and the chaos and humor that comes with that. King Liz March 21 – April 21, 2024 cltc.org/king-liz Written by Fernanda Coppel Directed by Kinan Valdez Supported by Producers Ani...2024-04-1117 min
Sinófilos PodcastEstación de Espacio Profundo CLTC - CONAE - NEUQUÉNLas relaciones exteriores de la República Popular China y la Argentina se han mostrado problemáticas. Las visitas al país sudamericano de distintos funcionarios de envergadura estadounidenses, como Richardson y Stanley, han levantado polvareda en la opinión pública al afirmar que China podría estar llevando a cabo actividades de carácter militar y no científico. El anunciado alineamiento del gobierno de Javie Milei con los Estados Unidos dejó entrever que la Administración libertaria se ha tomado en serio tales afirmaciones y van a iniciar una serie de investigaciones a la estación. Llamativo e...2024-04-1117 min
Top Advisor PodcastEpisode #59 Strategic LinkedIn Prospecting for Financial Advisors with Armando (Mando) Sallavanti III, CFP®, CLTC®Are you producing results with LinkedIn? Or do you wonder why you even have an account? I’ve run into very few advisors who are seeing a straight line to ROI with their activities on LinkedIn. Mando Sallavanti is clearly an exception! Effective LinkedIn prospecting for financial advisors requires more than just creating a profile and … Continue reading Episode #59 Strategic LinkedIn Prospecting for Financial Advisors with Armando (Mando) Sallavanti III, CFP®, CLTC® →2024-02-2837 min
The New Wealth Wave Podcast With Dr. WallaceGenerational Knowledge and Long-Term Care Planning with Kelly Augspurger, CLTC®, CSAThis episode delves into stage six of the Generational Wealth Model, Generational Knowledge, financial planning, to help us navigate Stage 6 will be Kelly Augspurger, CLTC®, CSA.
She's an extended care specialist, co-founder of Steadfast Insurance, and a champion of long-term care. If you or someone you love is a part of Generation X or a Baby Boomer or just want to be prepared, this is an important episode for you to tune in for.
This episode promises to be about learning and dropping knowledge and helping you in your retirement planning. To tune in, subscribe t...2024-02-2743 min
Agency Intelligence: The Insurance Podcast NetworkStuff About Money: Making Each Other BetterIn this episode of the Stuff About Money podcast, Erik Garcia, CFP®, BFA and Xavier Angel, CFP®, ChFC, CLTC, take you on a trip down memory lane. They reminisce on how they first met (it has something to do with shoe shopping) and how Xavier ended up joining the Plan Wisely Wealth Advisors team. They share how they ended up developing their business model to deliver ongoing financial advice to clients. Erik shares his one-page monthly business plan. And finally, Xavier shares a little bit about his experience as a black advisor in a predominantly white industry.2024-02-1335 min
Stuff About Money They Didn't Teach You In SchoolMaking Each Other BetterIn this episode of the Stuff About Money podcast, Erik Garcia, CFP®, BFA and Xavier Angel, CFP®, ChFC, CLTC, take you on a trip down memory lane. They reminisce on how they first met (it has something to do with shoe shopping) and how Xavier ended up joining the Plan Wisely Wealth Advisors team. They share how they ended up developing their business model to deliver ongoing financial advice to clients. Erik shares his one-page monthly business plan. And finally, Xavier shares a little bit about his experience as a black advisor in a predominantly white industry.2024-02-1333 min
Agency Intelligence: The Insurance Podcast NetworkStuff About Money: 2 Things Erik and Xavier Are Doing to Better Their Finances in 2024Better health and finances always top the charts for New Year's resolutions. Clearly, improving your health and finances are both noble causes that many value. But only 1% of Americans follow through on their resolutions! Is it even worth making resolutions? For this reason, in this episode of the Stuff About Money podcast, Erik Garcia, CFP®, BFA and Xavier Angel, CFP®, ChFC, CLTC, share one piece of advice they would give to anyone wanting to better their finances and one thing they are each doing to better their finances. They are not much for making "New Year's resolutions," but they do...2024-01-3029 min
Stuff About Money They Didn't Teach You In School2 Things Erik and Xavier Are Doing to Better Their Finances in 2024Better health and finances always top the charts for New Year's resolutions. Clearly, improving your health and finances are both noble causes that many value. But only 1% of Americans follow through on their resolutions! Is it even worth making resolutions? For this reason, in this episode of the Stuff About Money podcast, Erik Garcia, CFP®, BFA and Xavier Angel, CFP®, ChFC, CLTC, share one piece of advice they would give to anyone wanting to better their finances and one thing they are each doing to better their finances. They are not much for making "New Year's resolutions," but they do...2024-01-3028 minFilamentRehearsal Sneak Peak for "Nora: A Doll's House"AJ Jaffari takes us into rehearsal for the Northern California premiere of Nora: A Doll's House. Join us as AJ talks with the cast about the unique timeline within the show, the multiple characters, and more. We hope you enjoy this sneak peak before the show opens in a few weeks! Nora: A Doll’s House January 18 – February 18, 2024 cltc.org/nora Written by Stef Smith, after Henrik Ibsen Directed by Angie Higgins Supported by Producers Christy Martin & Cindy Melter, and by Producers who wish to remain anonymous Season supported by S...2024-01-1027 min
FilamentOpening Night of “Ken Ludwig’s The Game’s Afoot; Or Holmes for the Holidays”We’re backstage with AJ Jaffari after opening night of Ken Ludwig’s The Game’s Afoot; Or Holmes for the Holidays. We talk to the audience members about the show, some of the actors let us in on their favorite moments, and we even hear from Producer Clint Moore, who’s beautiful green car is in our production photos! Ken Ludwig’s The Game’s Afoot; Or Holmes for the Holidays Runs Nov 16 – Dec 17, 2023 cltc.org/games-afoot Written by Ken Ludwig Directed by Mark Anderson Phillips Supported by Producer Charlie McCollu...2023-12-1315 min
FilamentSpooky Lights 2023Spooky Lights 2023 - - - - - - - - - Our annual Halloween episode, this year filled with all true spooky tales and haunted stories. Hosted by Steve Cortopassi. “Nutcracker,” written and read by Derek McCaw “A Cold Show” written by Adam L. Brinklow and read by AJ Jaffari “Ghost Stories” written by Jen Groening and read by Anne Younan “Our Ghost” written by Nikki Huth and read by Rebecca Wallace - - - - - - - - - Filament is produced by City Lights Thea...2023-10-3126 min
Agency Intelligence: The Insurance Podcast NetworkStuff About Money: Bánh Mìs, Daiquiris & Celebrating Financial MilestonesBánh Mìs and Daiquiris have nothing to do with money. But what better way to celebrate achieving a financial milestone than with a bang bang shrimp Bánh Mì (Vietnamese po-boy) and a crawgator Daiquiri?In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, BFA celebrates with Xavier Angel, CFP®, ChFC, CLTC as he recently achieved a financial goal that took self-discipline and a lot of delayed gratification. And driving around an old 2008 Honda!Episode Highlights:
Xavier discusses his recent financial experiences, including unexpected debt incurred from t...2023-10-2428 min
Stuff About Money They Didn't Teach You In SchoolBánh Mìs, Daiquiris & Celebrating Financial MilestonesBánh Mìs and Daiquiris have nothing to do with money. But what better way to celebrate achieving a financial milestone than with a bang bang shrimp Bánh Mì (Vietnamese po-boy) and a crawgator Daiquiri?In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, BFA celebrates with Xavier Angel, CFP®, ChFC, CLTC as he recently achieved a financial goal that took self-discipline and a lot of delayed gratification. And driving around an old 2008 Honda!Episode Highlights:
Xavier discusses his recent financial experiences, including unexpected debt incurred from t...2023-10-2426 min
The Divorce and Beyond® Podcast with Susan Guthrie, Esq.The Subtle Signs of Financial Abuse with Donna LaScala, CDFA, on The Divorce and Beyond Podcast #315This week, Susan Guthrie welcomes Divorce Professional Donna LaScala to Divorce & Beyond! Donna shares real-life stories of financial abuse and trickery to help you break free from the cycle.
You've probably heard the saying, "Knowledge is power." Well, let's talk about another reality: money equals control. In divorce, it's not uncommon to witness one partner using money to control another. With her impressive 30 years of experience in the financial services field, Donna LaScala shares some valuable insights in this episode. She'll guide you on handling your finances during a divorce, spotting signs of financial abuse, and finding...2023-10-0949 min
Stuff About Money They Didn't Teach You In School#GirlMath…Come On Man!Are girls really bad at math? If something costs less than $5, it’s practically free, right? If I return something and get a store credit, I make money, correct? LOLXavier Angel, CFP®, ChFC, CLTC, and Erik Garcia, CFP®, BFA, discuss one of the latest TikTok trends #girlmath. Erik dispels the myth that girls are worse at math than boys. They discuss how we all tell ourselves stories to justify what we want to buy.Episode Highlights:
Erik discusses the myth of "girl math" and disproves the idea that...2023-09-2625 min
Agency Intelligence: The Insurance Podcast NetworkStuff About Money: #GirlMath…Come On Man!Are girls really bad at math? If something costs less than $5, it’s practically free, right? If I return something and get a store credit, I make money, correct? LOLXavier Angel, CFP®, ChFC, CLTC, and Erik Garcia, CFP®, BFA, discuss one of the latest TikTok trends #girlmath. Erik dispels the myth that girls are worse at math than boys. They discuss how we all tell ourselves stories to justify what we want to buy.Episode Highlights:
Erik discusses the myth of "girl math" and disproves the idea that...2023-09-2626 min
Now or Never: Long-Term Care Strategy with Kosta YepifantsevWho Actually Needs Long-Term Care Insurance with Maxwell Schmitz, MSFS, CLTCJoin Kosta and his guest: Maxwell Schmitz, MSFS, CLTC, Senior Advisor, CEO of Yetworth Insurance Solutions, and Author of Planting the Seed: 20 Ways to Preserve Your Yetworth.Today we’re talking about who actually needs long-term care insurance. In this episode: What is long-term care insurance? How is it most commonly used? How does the price of long-term care insurance change with age and typically what impacts it the most? Why do we wait so long to get insurance and how can we start having these conversations earlier? How will changing enrollment qualifications for Medicaid pr...2023-08-2943 minStuff About Money They Didn't Teach You In SchoolThe Power of Simple in Financial PlanningMaking a financial plan is complicated. There are a lot of moving parts and complexity…you could fill a book with just one plan! But often, more isn’t always better.Xavier Angel, CFP®, ChFC, CLTC and Erik Garcia, CFP®, BFA, talk about the benefits of keeping it simple. From children practicing copyright law to adults presenting too-long packets of paper to a 40 year monster of a plan, our intrepid hosts explore why simple is sometimes best.Episode Highlights:
Xavier discusses the use of children on a mock jury to simplify argume...2023-08-2926 min
Agency Intelligence: The Insurance Podcast NetworkStuff About Money: The Power of Simple in Financial PlanningWe are thrilled to welcome the Stuff About Money They Didn’t Teach You In School Podcast to the AI Podcast Network!Making a financial plan is complicated. There are a lot of moving parts and complexity…you could fill a book with just one plan! But often, more isn’t always better.Xavier Angel, CFP®, ChFC, CLTC and Erik Garcia, CFP®, BFA, talk about the benefits of keeping it simple. From children practicing copyright law to adults presenting too-long packets of paper to a 40 year monster of a plan, our intrepid hosts explore why simple i...2023-08-2928 min
Inspiring BusinessAvoid Regrets and Start Financial Planning Today with Michael FliegelmanIn this episode of Inspiring Business, Mark Bullock interviews Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC. Michael is a MassMutual Brokerage Director and Founder/President, Strategic Wealth Advisors Network and SWAN Life Brokerage.
Tune in as Michael talks about:
* The relationship between wealth and planning
* High net worth individuals who lack financial plans
* The impact of avoiding thinking about money, risk, market fluctuation, and taxes
* Importance of tackling hard things first
* Creating a financial plan and addressing the big picture
* Methodology of c...2023-08-0339 minStuff About Money They Didn't Teach You In SchoolReasons to Share Your GoalsOr, the return of Xavier’s car: The 2008 Accord Strikes Back!Xavier Angel, CFP®, ChFC, CLTC, and Erik Garcia, CFP®, BFA, have a discussion about making and setting goals - particularly, about how sharing those goals can make them easier to achieve! They talk about everything from collaboration to accounting, hard stats to practical advice, Xavier’s car to Erik’s recliner… this episode truly has it all. Erik also reveals that he’ll be out for a bit due to shoulder surgery, so wish our beloved host a speedy convalescence!Episode...2023-08-0125 minTable Talk with BBYOInsiderCLTC 4 2023: Teen InterviewsJoin Samara from NRE: DC Council and Gabby from NSR as they sit down and interview Courtney Saxe, TJ Katz, Eden Pearlman, and Josh Rutman at CLTC 4. 2023-07-2707 minTable Talk with BBYOInsiderCLTC 3 2023: Expectation vs RealityListen to Maya from Bulgaria, Abby from Connecticut Valley Region, and Ariella from Mountain Region as they talk about their CLTC experience2023-07-1312 minStuff About Money They Didn't Teach You In SchoolI Got No Car Note! IIXavier’s a Certified Financial Planner driving a 2008 Accord. What? Why? Well, he drives his old car without air conditioning for a simple reason: No car note!Xavier Angel, CFP®, ChFC, CLTC and Erik Garcia, CFP®, BFA, chat about what having no car note opens up and about how it can be hard to reach your financial goals. In addition, Erik tries his hand at rapping to better illustrate his point… Well, he’s a perfect fit for his industry at least!Episode Highlights:
Xavier shares a personal story ab...2023-07-0424 minFilamentInterview with Music Director Katie ColemanCity Lights first worked with Music Director Katie Coleman in 2017’s rock musical “LIZZIE.” Since then Katie has gone on to work on many exciting projects. She most recently completed a national tour as Music Director of the smash hit musical “Six.” And before that she worked on the worldwide sensation that is “Hamilton," while it was in San Francisco. She recently caught up with City Lights actor and sound designer George Psarras where they chatted about everything from tour life to pit life, as it were, as well as the ups and downs of navigating gig work in the professi...2023-06-1453 minStuff About Money They Didn't Teach You In SchoolEducation Planning: Xavier’s StoryEducation planning comes with many obstacles, like student loans, meal plans, housing… and, as some of you will come to find out, what happens after graduation.Xavier Angel, CFP®, ChFC, CLTC, tells Erik Garcia, CFP®, BFA, his and his family’s story of having to financially plan for a recent college graduate. The two discuss values-based planning, moving complications, “working your way through college” and more in this latest installment of the stuff about money podcast.Episode Highlights:
Xavier discusses his personal experience with unforeseen costs that surfaced after his kids completed...2023-06-0616 minStuff About Money They Didn't Teach You In SchoolBuilding Wealth and Advice - Erik and Xavier Weigh InBuilding wealth is the central part of a financial planner’s livelihood. So, entering into the industry, they’d be given good, sound advice… right?Erik Garcia, CFP®, BFA and Xavier Angel, CFP®, ChFC, CLTC, share advice they’ve gotten while getting into the financial planning industry and why it’s not the greatest. In addition, our hosts discuss actual, sound advice on getting wealth. Xavier discusses his revolutionary new charity foundation (sarcasm) and Erik shows off his pasty scalp.Episode Highlights:
Erik shares the advice he received when he firs...2023-05-2325 min
Retirement Inside Out with Tom LamendolaEp 98: Building And Sustaining A Winning Team with Lori Miller and Dave Hostetler, CLTC On today’s episode, we are joined by Lori Miller and Dave Hostetler, CLTC, two leaders within FIG’s business development practice management division. Lori leads our talent solutions division and Dave oversees all aspects of business consulting, practice management, and succession planning. Together, they will shed light on the crucial role that a "people strategy" and "people plan" play in the overall efficiency of your business. Lori will kick off this episode by talking about the impact of having a strong hiring process from start to finish- from attracting the right candidates to keeping them engaged thro...2023-05-1228 minStuff About Money They Didn't Teach You In SchoolLiquid Assets and What They Do For YouWe all know that in the case of an emergency, it’s nice to have finances not tied up in stuff like real estate or the like - i.e., liquid assets. But did you know that’s not all that you want liquid assets for?This week, your Lords of Liquidity (not an actual title), Erik Garcia, CFP®, BFA, and Xavier Angel, CFP®, ChFC, CLTC, discuss liquid assets, what they are, where you’ll keep them, and what you’ll use them for. They talk about how liquid assets can help out in business, p...2023-03-2831 minStuff About Money They Didn't Teach You In SchoolDisability Insurance: Questions and FactsYour body is valuable, especially if you work in a physical industry! So, if something happens to it, it’s nice to have the peace of mind that cash won’t stop flowing.As always, Erik Garcia, CFP®, BFA, and Xavier Angel, CFP®, ChFC, CLTC, take insurance and make it interesting: this time, it’s disability insurance. The two talk about what disability insurance is, when to get it, and what can cause a disability claim.Episode Highlights:
Xavier explains group and individual disability insurance, as well as short-te...2023-03-1426 minStuff About Money They Didn't Teach You In SchoolSocial Media and Financial AdviceSocial media is ubiquitous. Everyone uses it, including us, and including you (if you’re counting podcasts)! This includes people who give financial advice, even if it’s not always the best.Your favorite financial influencers, Erik Garcia, CFP®, BFA and Xavier Angel, CFP®, ChFC, CLTC, discuss different financial advice that’s given on social media, from crypto to life insurance, and why ultimately, you as the consumer ought to ask questions and be skeptical. In addition, they talk about peeing on Mardi Gras (a rather difficult problem for us folks in New Orleans), and why Erik’s daughter...2023-02-2829 minStuff About Money They Didn't Teach You In SchoolFarewell, 2022, and Hello, 2023!What a year 2022 was! Ups and downs in the market, financial happiness, financial sadness… and now, we usher it out the door and welcome in 2023. Who knows what 2023 will bring for you and your finances?Erik Garcia, CFP®, BFA, and Xavier Angel, CFP®, ChFC, CLTC, reflect on the past year and finally welcome in the new year (about 2 episodes too late). They exchange their favorite moments from the podcast and talk about guest highlights before the dynamic duo turn their attention to the new year, goals, and what’s next for our favorite hosts.2023-01-3128 min
Get A Grip On Lighting Podcast#290 - Lighting Needs Another LeverThis episode starts with a long bio description - because Michael Siminovitch has accomplished ALOT! As usual, California leads in the push for energy efficiency and Michael was there with his involvement in California’s Strategic Lighting Plan. If you want to attend any of his classes at UC Davis, you’re out of luck - he’s retired. But you can listen to this podcast and learn a lot from him! Michael Siminovitch is the director of the California Lighting Technology Center (CLTC) and associate director of the Energy Efficiency Institute at UC Davis. He established CLTC to suppor...2022-12-0502 min
Be Advised - Leading with ValueHow To Deal With Unsuccessful Seminars with Roy Snarr, CFF®, CLTC®, NSSA®, LACP™ (Ep. 52)“In the very first workshop I did, I made zero money. There were just 20 people, and I received only one appointment.” — Roy Snarr, CEO of Snarr Financial & Insurance Services, Inc.
Despite spending thousands of dollars and countless hours, your seminar might not go as planned. So, how do you deal with such unsuccessful seminars?
In this episode, Brad Swineheart joins Roy Snarr, CFF®, CLTC®, NSSA®, LACP, author, speaker, founder of Snarr Academy, and member of the Million Dollar Round Table (MDRT). Together, they talk about how failed seminars can contribute to long-term success for advisors.
...2022-11-1632 min
Advisor Mentorship PodcastCelebrating Big Business Wins with Tim Whisler, CRPC®, CLTC® (Ep. 27)As the third quarter numbers are being finalized, we are excited to announce that Jeremy’s team has already surpassed 2021’s numbers, even with one final quarter left. In this episode, Jeremy Houser speaks with Tim Whisler CRPC®, CLTC® President and Founder of The Whisler Agency. After their annual advisor family reunion trip to Cabo, the … Read More Read More2022-11-0227 min
FilamentSpooky Lights 2022Filament is produced by City Lights Theater Company Music, Editing, and Sound Design by George Psarras. - - - - - - - - - Our annual Halloween episode filled with spooky tales and haunted stories. Narration by Steve Cortopassi. - - - - - - - - - “Creepypasta” written and performed by Allie Costa “They’re in There” by John Busser Voice acting provided by Caitlin Papp and Samantha Resch “Tell-Tale” by Peter Dakutis Voice acting provided by Filip Hofman “Just Plants...2022-10-311h 16Stuff About Money They Didn't Teach You In School5 Common Financial MistakesMistakes are abundant. We’ve all made them! Mistakes with our money, though, might be among the scariest - so it’s worth getting to know some of the most common ones to try to avoid them.In this latest installment of the Stuff About Money podcast, Erik Garcia, CFP®, BFA, and Xavier Angel, CFP®, ChFC, CLTC, chat about common financial mistakes - some they’ve made themselves! - one of those being forgetting how to count. They also briefly mention Xavier’s tie wearing habit, and Erik’s lack of one.Ep...2022-10-2540 minStuff About Money They Didn't Teach You In School7 Things That 401k Investors Should KnowFor everyone that’s a 401k investor out there: How well do you understand your investment? Some might know more than others, but no matter how much about retirement investing you know, being familiar with the concepts on this list can give insight, clarity, and confidence to the investment process.In this episode, Xavier Angel, CFP®, ChFC, CLTC, takes the show on the road (perhaps “golf course” is more fitting?) as Erik Garcia, CFP®, BFA, jokingly casts accusations of day-drinking. The two then get down to the nitty gritty, talking about everything from risk and matc...2022-10-1135 minStuff About Money They Didn't Teach You In SchoolDoes Life Insurance Destroy Wealth or Build It?Life insurance. It’s boring, we get it. But it’s one of the tools you can use to secure your financial well-being, so it’s worth having a conversation about what it is, what it does, and when you might need it.In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, BFA and Xavier Angel, CFP®, ChFC, CLTC, discuss that very topic, covering even the difference between different types of life insurance, and sharing stories from their line of work to better illustrate what life insurance really does.2022-09-2740 minStuff About Money They Didn't Teach You In SchoolIs a Financial Advisor Worth It?Should you hire a financial advisor? Are they worth the money? What are the reasons to hire an advisor, and are they worth it? In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, BFA and Xavier Angel, CFP®, ChFC, CLTC discuss 3 reasons why you'd want to hire a financial advisor.Episode Highlights:
Erik explains that he wishes he had known not to try to accumulate in five years what his parents took 30 years to accumulate. (4:32)
Xavier shares that one reason people hire a financial advisor is that they don...2022-09-1342 minFilamentLights Up! 2022: Episode 2Lights Up! 2022: Episode 2 Filament is produced by City Lights Theater Company.Music, Editing, and Sound Design by George Psarras, featuring guitars by Paul Psarras.Directing for this episode by Melinda Marks. Amelia, Still was written and performed by Allie Costa It’s Time to Come Out Now by Guy R. NewshamVoice acting provided by: Arcadia Conrad as Robbie Kyle Smith as Sam Viewer Discretion Advised by Alethea Shirilan-HowlettVoice acting provided by: Nita Duarte Lambert as Mom Skyler Riordan as Jason Kyle Smith as...2022-08-3154 minFilamentCity Lights Meets PixarEver wonder how long it takes to make a Pixar movie? 1 year? 3 years? Try 7. Pixar senior creative Dan Scanlon drew from a very personal story when writing the 2020 Academy Award-nominated Pixar film Onward, starring Chris Pratt and Tom Holland, who play two brothers trying to reconnect with their father who has long since passed, through the world of magic. But Pratt and Holland didn’t always voice brothers Barley and Ian. Through a process called “scratch,” Ian was originally voiced by writer/director Dan Scanlon himself, and Barley was originally voiced by City Lights actor and resident sound d...2022-08-1651 min
FilamentSpooky Lights - Chapter 2 Halloween/SamhainSpooky Lights: Episode 2 - Halloween/Samhain Filament is produced by City Lights Theater Company Music, Editing, and Sound Design by George Psarras. “Stones” was written and read by Rebecca Wallace “Don’t Throw the Doll Baby Out with the Bloodbath Water” was written by Allison Fradkin and read by Erin Southard “Singed” was written by Sophie Mallette and read by Lisa Mallette “The Watchers” was written by Lauren Doyle and read by Anne Younan --------------------- Filament is sponsored in part...2022-07-2139 minStuff About Money They Didn't Teach You In SchoolFAQ: Investing in Down MarketsIt's scary to invest right now! In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, BFA, and Xavier Angel, CFP®, ChFC, CLTC answer listener questions on investing in down markets. Is it a good time to invest? Should I pay off debt with my investments instead? What happens if we have a recession?Episode Highlights:
Erik and Xavier encourage everyone to submit podcast questions or feedback on their website. (2:00)
Xavier shares that the primary question he gets asked right now is whether or not people should pull back from investing gi...2022-07-1929 minStuff About Money They Didn't Teach You In SchoolWhich IRA Is Right for Me…Roth or Traditional?Which type of IRA is better for me, a traditional IRA or a Roth IRA? What are the advantages of each? In this episode of the Stuff About Money podcast, Erik Garcia, CFP® and Xavier Angel, CFP®, ChFC, CLTC, discuss 6 frequently asked questions about IRAs.Episode Highlights:
Erik discusses the variations and differences between a Traditional and a Roth IRA. (4:01)
Erik explains when and which IRA to invest in and the difference in benefits. (5:55)
Erik shares that as long as you have earned income and have worked to earn money, you are eligible to...2022-03-2928 min
FilamentSpooky Lights - Chapter 1Spooky Lights - Chapter 1 Filament is produced by City Lights Theater Company Music, Editing, and Sound Design by George Psarras. “Paranoid” was written by Sophie Mallette, read by Lisa Mallette “Deadbolt” was written by Kirstyn Petras, read by Sarah Younan “Field Trip to the Pumpkin Patch” was written by Jackie Hall, read by Mary Lou Torre “Symphony” was written by Robert Martin Chase, read by Ivette Deltoro ------------------------------- Filament is sponsored in part...2021-10-2948 minFilamentPlay on WordsCreated in 2013 by Julia Halprin Jackson, Melinda Marks and Nicole Hughes, Play on Words is a literary arts series that unites emerging and established artists. More than 60 writers have seen their words spotlighted on stage: playwrights, poets, fiction writers, memoirists and more. This 1st episode of Filament's 3rd season features writer Melissa Flores Anderson interviewed by Rebecca Wallace on May 13th, 2021 for the City Lights online program, The Next Stage. Sound editing by George Psarras Play On Words is produced by Julia Halprin Jackson and Melinda Marks. Filament is s...2021-10-201h 01
Association RockstarsBrian Haney, CLTC, CFBS, CFS, CIS, LACP, CAEBrian Haney, CLTC, CFBS, CFS, CIS, LACP, CAE is the founder and Vice President of the Haney Company, he has been advising clients on how to achieve financial freedom. He attended Indiana University and is the worlds title holder of The Most Embarrassing Dad. Host and Founder: Lowell Aplebaum - CEO & Strategy Catalyst at Vista Cova Producer and Operations: Amy Hager - Strategy Advisor at Vista CovaMusic: Slow Burn by Kevin MacLeodLink: https://incompetech.filmmusic.io/song...License: http://creativecommons.org/licenses/b...2021-07-2722 minFilamentAn Interview with Actor, Director, and Playwright; Doug BrookActor, director, and playwright Doug Brook was interviewed by Rebecca Wallace on May 6th, 2021 for the City Lights weekly online program, The Next Stage. Sound editing by George Psarras Filament is sponsored in part by San Jose Water Company - - - - - - - - - - Doug Brook has played Tevye, F.D.R. and J.P. Morgan; written plays that have premiered on both coasts; and directed everything from intimate dramas to iconic musicals. And he’s the king of...2021-05-181h 22
The Fearless in Pink PodcastS 1 E 21 Interview with Janise Graham, LACP, CLTC. Why it is Important to Have Insurance for Your Business.Janise Graham LACP, CLTC, is a speaker, author, and entrepreneur. She is a business specialist for Leaving in Style, where she helps business owners develop an exit strategy when it is time to sell or retire.
Janise is Chief Insurance Specialist with Entrepreneur's Insurance Services.
Janise is the President of NAWBO-IE (National Association of Women Business Owners-Inland Empire) in Southern California, 2021-2022.
Janise is a Member of the Board of Directors, Ampac Business Capital.
To contact Janise, see below:
387 Magnolia Avenue, Suite 103-130
Corona, CA 92879
...2021-05-0730 min
In the Suite43. Grinding It Out While Exploring the Inspiring Truth About Mentoring, Masterminds and Female Breadwinners with Meredith Moore LUTCF, CLTC, Founder & CEO of Artisan Financial StrategiesSend us a textIt is an absolute joy to welcome Meredith Moore, LUTCF, CLTC to In The Suite for this episode. Meredith is a CEO, a financial guru, a speaker, a writer, a leader, and a growth junkie. She’s also a fighter with a fiery passion to help lift up her community. Meredith is the Founder and CEO of Artisan Financial Strategies, where she helps Atlanta families coordinate their financial world. She won the greater North Fulton Chamber of Business, “Women of Excellence” award and is also a proud graduate of “Leadership Atlanta.”“My pas...2021-04-271h 07