Shows
Small Steps, Big WinsBeing a Lifelong LearnerSmall Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.Guest Bio – Matthew Saul, CFP®, CPWA®, CLU®, ChFC®, CEPA®, Wealth Management Advisor | Saul Wealth AdvisorsFor over 15 years, I've been dedicated to transforming financial advisory services for entrepreneurial families. I offer personalized "Personal CFO" solutions that make wealth management and strategic...2025-04-1529 min
St. Louis Business RadioOmar Qureshi CIMA®, CPWA With Hightower Wealth Advisors | St. LouisOmar Qureshi, CIMA®, CPWA®, is the managing partner of Hightower Wealth Advisors | St. Louis. His life-long love for computers eventually led him to where he is today--using technology, modeling, and his innate ability to problem solve as the lead investment strategist with the organization. Having started his career as a computer repairman and IT […] The post Omar Qureshi CIMA®, CPWA With Hightower Wealth Advisors | St. Louis appeared first on Business RadioX ®.2025-03-0424 minBusiness RadioX ® NetworkOmar Qureshi CIMA®, CPWA With Hightower Wealth Advisors | St. LouisOmar Qureshi, CIMA®, CPWA®, is the managing partner of Hightower Wealth Advisors | St. Louis. His life-long love for computers eventually led him to where he is today--using technology, modeling, and his innate ability to problem solve as the lead investment strategist with the organization. Having started his career as a computer repairman and IT […] The post Omar Qureshi CIMA®, CPWA With Hightower Wealth Advisors | St. Louis appeared first on Business RadioX ®.2025-03-0424 min
Stumbling Forward - Progress Toward Personal Growth Isn't Always PerfectStumbling Forward - Jeff Green, CPWA (2/28/25)Jeff Green is a CPWA at Silver Oak Securities, Inc., but he didn't always work in the finance industry. Jeff started his career in Design and Architecture, even spending a portion of his life creating Fine Art shown in galleries. He shares some of the challenges he experienced after switching the direction of his career, and he offers some advice for those who may be in similar shoes.Relevant Links: https://silveroaksecurities.com/ https://www.linkedin.com/in/jeff-greenso/ New website for Jeff's...2025-02-2829 min
Breakthrough AdvisorRevolutionizing Client Relationships and Acquisition with Tom Rieman (Ep 81)Are you delivering what clients truly want?
In this episode of The Breakthrough Advisor Podcast, your host Jack Martin engages with Tom Rieman, CPWA®, a seasoned professional with over 25 years in the financial industry, to explore the crucial elements that drive a successful advisory practice. With an eye on Practice Intel, Tom introduces a fresh approach to understanding and improving client-advisor relationships, focusing on performance management and enhancing the quality of advice.
Jack and Tom dive into:
(03:35) The core attributes clients truly value in their advisors and why they matter more than traditional metrics
(09:23) H...2025-02-0335 min
Under the IcebergUnderstanding Qualified Small Business Stock (QSBS)In this episode of Modern Wealth Insights, we explore the intricacies of Qualified Small Business Stock (QSBS) and its powerful tax advantages. Learn about the eligibility requirements for both companies and investors, the significant benefits, and the potential challenges of QSBS. Discover how strategic investment in QSBS can lead to substantial tax exclusions on capital gains, and hear real-world examples illustrating both successful and unsuccessful QSBS investments. Tune in to gain valuable insights into maximizing your wealth through smart investments in small businesses.2024-06-2407 min
Begin, Build, Blossom: Your Business Journey with ClaritaAlajahwon Ridgeway, Founder of A.B. Ridgeway Wealth ManagementSend us a textAlajahwon Ridgeway, Founder of A.B. Ridgeway Wealth Management, is a Certified Private Wealth Advisor (CPWA®️) professional with over a decade of experience in investment management and creating retirement plans. He is also the host of Financial Advisors Say The Darndest Things Podcast, a Christian Finance Podcast where they teach believers how to be rich in spirit and righteous in action.Alajahwon's Take Aways from his business journey and actionable tips: - take advantage of trainings, continuing education and opportunities to go back to school. Overall, get educated and sharpen your...2024-05-1646 minUnder the IcebergWhat's Your Business Worth and Why Does It MatterIn the podcast titled What's Your Business Worth and Why Does It Matter, host Alan Rhode shares:Four reasons why business owners neglect to get a business valuationFive benefits to getting a business valuationFour types of business valuationsThirteen key performance indicators to measure your business against2024-05-1308 min
The Conscious InvestorEp477: Investment Diversification via Stocks and Bonds with Matt Borowski, CPWA®, CIMA®Explore investment diversification through stocks and bonds with private wealth advisor Matt Borowski, CPWA®, CIMA®. Learn about the crucial role of financial advisors in guiding diversification decisions and practical tips for diversifying your investment portfolio. Matt will also share investment strategies in the private sector, so hop in!KEY TAKEAWAYSChallenges that come along with greater financial successPrivate investment strategies to diversify your portfolioThe role of financial advisors in your portfolio diversification and investment decisionsSimple tips for diversifying your investments in 2024 Reasons you...2024-04-0439 min
MSUWMA PodcastA Path to Senior Management with Bre Seech - S8 Ep.11From client associate at large wealth management firm to a Senior advisor running her own branch, Bre Seech is a prime example of hard work and dedication. Bre holds the CFP, CPWA and CRPC designation and has over 10 years of industry experience. She is an MSU Alumna and is currently leading Mariner Wealth Advisors Grand Rapids, MI Branch.
Bre Seech Links:
https://www.linkedin.com/in/bre-seech-cfp®-cpwa®-crpc®-7bb1321aa
https://www.marinerwealthadvisors.com/our-team/
Podcast Team Links:
Jared Rhein - htt...2024-02-1238 min
Creating StructureCreating Structure Podcast #47 - Kathleen Adams, CFP, CPWA, Founding Partner, Financial Advisor Kathleen Adams, CFP® CPWA® is the co-founder of Second 50 Financial, empowering successful entrepreneurs and executives to plan for and envision a second 50 years filled with financial confidence, opportunity, and vitality. As a financial planner for over 20 years, she is in the lifestyle preservation business. She and her team have developed a unique process to address the expanded needs of successful business owners and entrepreneurs who are enjoying a wonderful lifestyle and require a different kind of financial plan for the second 50 years: Lifestyle Preservation Planning™ (LPP). LPP™ starts with developing current and future income streams to support the owner...2023-10-2056 min
The Financial CallGuided Path 6-2: Choosing the Best Retirement Plan for Your Small BusinessAre you feeling overwhelmed by the complexity of small business retirement plans? In this episode, Zacc Call and Laura Hadley are joined by their Capita colleague, and recurring guest, Tyson Long to analyze and provide detail surrounding various retirement plan options for small business owners. Their suggestions are not one-size-fits-all but rather catered to consider factors like the number of employees and annual saving goals. Listen as they highlight the need for more simplification and better options for small business owners. Throughout the episode, Zacc, Laura, and Tyson discuss: ...2023-08-2138 min
Retire Wealthy and HappyEp33: Crafting the Blueprint to Maximize Your Retirement Bliss with Eric Brotman, CFP®, AEP®, CPWA®Today, we dive into the topic of retirement planning and explore the essential steps needed to build a financially secure future. Dial in as Eric Brotman, CFP®, AEP®, CPWA®, shares invaluable insights on how to make your retirement the most fulfilling and rewarding phase of your life. Be empowered to take control of your financial destiny when you listen to the whole episode.Key takeaways to listen forImportance of conducting financial check-ups for a better financial futureStrategies to get out of debt without resorting to bankruptcy6 retirement decisions you need to...2023-07-111h 01The Financial CallGuided Path 3-6 Navigating the World of Alternative Investments with Tyson Long, CFP®, CPWA®Standard stock and bond portfolios have done their job well over time, but some investors want to add alternative investments for potentially higher returns and diversification. Alternative investments come with additional risks, but they may be the answer. Join Zacc Call, Laura Hadley, and Tyson Long, CFP® as they delve into the often misunderstood world of alternative investments and explain how these options can potentially enhance the diversity and performance of your portfolio. Whether you're a seasoned investor or just starting out, this episode will provide valuable insights and information on the various types of a...2023-01-2333 min
Disruption Blueprint PodcastWeaving Faith and Professional Life Together Ft. Mark Dutram (Ep. 6)“Wealth Management is not about the assets. It’s about what we can empower people to do with their assets.”
This week on the Disruption Blueprint podcast, Mark Dutram, CPWA®, CFP®, AEP®, Wealth Advisor and President of BayView Private Wealth, will be joining us. Mark has over 25 years of experience helping meet the financial, retirement and investment planning needs of families, business owners, and professionals. Mark’s diverse background in finance has given him a broad view of the financial service industry
BayView is a boutique financial planning office that has the distinct ability to leverage in...2023-01-1930 min
MLB Draft PodcastHiring the Right Financial Team | MLB Draft #4What should I look for when interviewing financial teams?The financial team you hire should be Independent, Integrated, and Individualized. If they aren’t, you are putting your financial security at risk. Independent –The first question to ask a financial advisor is if they must always work under a fiduciary standard. The fiduciary standard means that they are legally obligated to always work in your best interest. Most people who call themselves “financial advisors” fit into the following categories:1. Registered Investment Advisor (Always a Fiduciary, Continue the interview process)2. Broker/Broke...2023-01-0916 min
MLB Draft PodcastHiring the Right Financial Team | MLB Draft #4What should I look for when interviewing financial teams?The financial team you hire should be Independent, Integrated, and Individualized. If they aren’t, you are putting your financial security at risk. Independent –The first question to ask a financial advisor is if they must always work under a fiduciary standard. The fiduciary standard means that they are legally obligated to always work in your best interest. Most people who call themselves “financial advisors” fit into the following categories:1. Registered Investment Advisor (Always a Fiduciary, Continue the interview process)2. Broker/Broke...2023-01-0916 minThe Financial CallGuided Path 3-5 Real Estate with Tyson Long, CFP®, CPWA®We must warn you, this episode’s topic can be pretty polarizing in the financial services industry, but that’s not stopping us from doing an episode about it. In this episode, Zacc Call, Laura Hadley, and Tyson Long, CFP®, discuss the pros and cons of real estate investing and how you can discover whether it is a suitable venture for you in your investing career. Zacc, Laura, and Tyson discuss: Why real estate investing can be polarizing in the financial advising industry Capital markets vs. real estate and how to find out which is mo...2023-01-0930 min
Balanced Growth Show with Dr. Travis ParryEp 83: Balancing Your Business with Jessica Smith, CFP®, CAP®, CLU®, CPWA®Today’s guest is Jessica Smith, CFP®, CAP®, CLU®, CPWA®. Jessica is the president of Longview Financial Advisors. She has been with the company for 17 years and started as an unpaid intern. She enjoys leading a team focused on helping others and giving with a purpose. In this episode, we discuss how unexpected events can force us to prioritize balance, how Jessica’s approach to team building impacts her business and more. Join us today to learn about these things: Here is how she ended up in the financial industry after planning to be an attor...2023-01-0532 minUnder the IcebergPay Off Your Mortgage or InvestOwning a home outright is a dream that many Americans share. Having a mortgage can be a huge burden, and paying it off may be the first item on your financial to-do list. But competing with the desire to own your home free and clear is your need to invest for retirement, your child’s college education, or some other goal. Please view our full disclosure here. 2022-08-0707 minUnder the IcebergESG InvestingESG has moved well into the mainstream and offers products and strategies that work for investors’ values while also working towards their goals. Please view our full disclosure here. 2022-07-3104 minUnder the IcebergTaxes and Working RemoteThe movement of workers during the pandemic to live and work in other states has created many residency-related tax questions and issues for companies and employees. Please view our full disclosure here. 2022-07-2908 minThe Financial CallGuided Path 1-4 Retirement Income Risks with Tyson Long, CFP, CPWAInflation can heavily impact your retirement plan, so how can you make your retirement funds grow alongside inflation? In this episode, Zacc, Laura, and Tyson Long discuss the impact of inflation on people reaching or in retirement. They also highlight how their team takes downturned markets into consideration when formulating personalized financial plans. Tyson discusses: The concept of risk inflation and how you can prepare for it in retirement The ‘retirement danger zone’ when investing your retirement funds How Capita Financial Network integrates the possibility of low markets into the retire...2022-07-111h 02Under the IcebergMaximizing the Value of an Asset Sale: Deferred Sales TrustsIf given the choice, would you rather pay capital gains taxes on a large transaction all at once, or put it on layaway and make tax payments over time? If there’s no interest accruing while the tax payments are being delayed and you can invest that money, it would make sense to delay paying taxes right? Please view our full disclosure here. 2022-06-0706 min
Accounting High051 Numbers and Love Letters (feat. Shane Mason, CPA/PFS, CFP, CPWA)Episode 51 | Recorded January 24, 2022
In this episode, Jason and Scott are joined by Shane Mason, CPA/PFS, CFP®, CPWA® to talk about mustaches, method acting, and the mastery of the myriad letters behind his name.
* The obsession with credentials
* Shane’s accounting adventure – from education to letter collecting
* Nish? Neetch? Nitching? Niched? (We still aren’t sure)
* Moving from PwC to NY via sailboat
* Racing towards a self-sustaining business
* On being necessary
* Why investment advising intimidates
* Behavior = ROI
* Sampling workflows – what worke...2022-05-291h 16Under the IcebergTax Planning for RetirementTax planning for retirement is different from the strategies you deploy to minimize taxes while working. You'll be using your investments for income, and the way they are taxed is different depending on the type of account you hold assets in. Please view our full disclosure here. 2022-05-2806 minUnder the IcebergBenchmarking Your Business For GrowthTaking a step back from the daily grind and getting perspective on where you are adding value or coming up short can be an excellent way to ensure you are tracking your goals. Working with an outside “sounding board” that has experience with business financial planning and also has your personal wealth goals in mind can bring things together and help you create a plan. Please view our full disclosure here. 2022-05-0607 minUnder the IcebergA Plan for Managing Stock Sales: 10b5-1s and SEC RulesA Rule 10b5-1 plan is a robust tool for public company executives. Nevertheless, dealing with the complexities of insider trading regulations may require assistance from professionals with expertise in Rule 144, Section 16, and 10b5-1. This is especially true now that the SEC has announced that it may change aspects of the plan’s rules. SEC laws do not require companies to disclose the use of Rule 10b5-1 to the public, but it may be a good practice to do so. Announcements of the use of Rule 10b5-1 can help prevent public relations snafus and assist investors in...2022-04-2311 minUnder the IcebergGetting to a Closing in a Red-Hot Real Estate MarketThe durability of the now two-year-old housing boom has upended just about everything about the process for buyers and sellers.Despite consistently dwindling inventory and rapidly accelerating mortgage rates, the time houses spend on the market is close to historic lows. The average is 47 days – but there are markets where the list/open house/offer timeline can be less than a week.How can a buyer find an edge?2022-04-1606 minUnder the IcebergThe Tax Impact of Equity Compensation: The 83(b) ElectionEmployees or company founders that receive equity compensation often must cope with complex tax rules. Utilizing the 83(b) election is a valuable method of reducing tax liabilities, though there are some important caveats. Please view our full disclosure here. 2022-04-0307 minUnder the IcebergStock Options: An Owner’s ManualWhether you’re at a pre-IPO start-up, a growing public company, or a blue chip that just developed a life-saving vaccine, stock options can provide a boost to your current and long-term wealth. Please view our full disclosure here. 2022-03-2207 minUnder the IcebergEstate Planning for Small Business OwnersBuilding a business is all about taking risk. You put your belief in yourself, your money, time, and more on the line to create something that can grow and succeed. But whether your business will fund your retirement plan, or you hope to create a multi-generational family enterprise, there’s one area of risk you shouldn’t be taking. Please view our full disclosure here. 2022-03-2205 minUnder the IcebergThe Mid-Point of Your Career: Creating Options in LifeReaching the mid-point of your career isn’t like getting your first high-paying job or the last few years before retirement. Those milestones track closely to age, with the first big job coming in your twenties and retirement happening in your late 50s or early 60s. Please view our full disclosure here. 2022-03-2207 minUnder the IcebergUnderstanding the Fee-Only, Fiduciary Advisor ModelThe financial advisor model has changed over the last several decades. From the investor perspective, these changes provide more options, more transparency, and more of the kind of services that used to be accessible only by those with a great deal of wealth. Please view our full disclosure here. 2022-03-2205 minUnder the IcebergSmall Business Retirement PlansSmall companies shouldn’t forgo retirement savings just because a 401(k) plan can be expensive to set up and maintain. There are options specifically for smaller businesses: a Savings Incentive Match Plan for Employees (SIMPLE) plan, a Simplified Employee Pension (SEP) plan, and a SOLO 401 (k). Please view our full disclosure here. 2022-03-2208 min
AWM Insights Financial and Investment NewsIs Your Advisor Competent? | Brandon Averill, Justin Dyer | AWM Insights #102All advisors are willing to try to help. The problem is many do not have the right ability. Vetting an advisor for competence is a must for those wanting to create wealth. It also isn’t easy due to the incredible amount of designations or certifications that can be obtained with little effort involved. If you are serious about putting the right team around you, the minimum is to require a CFP®, CFA, CPA, and CPWA® on your team. This is the minimum an advisor can do to prove to you they are serious about having proper knowl...2022-03-1519 min
femXadvisorStepping Outside Your Comfort Zone as a Female Financial Advisor with Michelle Kaufman, CFA, CPWA®As a woman in the financial industry, you are often forced to step outside your comfort zone and make decisions that you truly know are right for yourself and your clients. In this episode, Adri talks to Michelle Kaufman, CFA, CPWA®, Founder of Prioritas Financial Advisors about Michelle’s journey in the financial industry and why … Read More Read More2022-02-0131 min
The Double Dropkick ShowThe 2021 Carolina’s Professional Wrestling Awards WinnersOn today’s episode I take a look at the winners of the 2021 CPWA’s and talk about 3 things I will remember about this year’s awards. Congrats to all of the winners and thanks to Redbeard for all of his hard work. Check out the CPWA Facebook Group.
The post The 2021 Carolina’s Professional Wrestling Awards Winners appeared first on The Double Dropkick Show.2022-01-2635 min
The Double Dropkick ShowThe 2021 Carolina’s Professional Wrestling Awards WinnersOn today’s episode I take a look at the winners of the 2021 CPWA’s and talk about 3 things I will remember about this year’s awards. Congrats to all of the winners and thanks to Redbeard for all of his hard work. Check out the CPWA Facebook Group.
The post The 2021 Carolina’s Professional Wrestling Awards Winners appeared first on The Double Dropkick Show.2022-01-2635 min
Stuff About Money They Didn't Teach You In SchoolI Got No Car Note! With Nolin FriasIn this episode of the Stuff About Money podcast, Erik Garcia, CFP® and Xavier Angel, CFP®, sit down with Nolin Frias CFP®, CPWA®, CIMA®, CSRIC to chat about how to never have a car note again, or at least the option of no car noteEpisode Highlights:
Nolin shares a little bit about himself. (3:51)
Nolin explains that not all debt is bad debt. (9:27)
Nolin shares how he manages his expenses with his pay structure and what he hopes it will look like in the future. (13:22)
Nolin talks about his grandmother’s perspective on debt whe...2022-01-1846 min
Aging GreatFULLy with Holley KelleyDollars and Sense with Eric D. Brotman, CFP®, AEP®, CPWA®Trying to make sense of the current financial landscape? Join us as we welcome CEO of The Brotman Financial Group, Eric D. Brotman, CFP®, AEP®, CPWA®, who brings a novel approach to growing older—that is, Don’t Retire…Graduate! If you have questions about investments or are trying to prepare for the costs of each new stAGE or even retirement, Eric has answers!As author of the book, Don’t Retire…Graduate! Building A Path to Financial Freedom and Retirement at Any Age, and host of the Don’t Retire…Graduate! Podcast, Eric takes on a novel approach towards retiremen...2021-11-121h 02
Design Your LegacyTimely & Timeless Advice with Eric BrotmanHow do you build a business and buy a house when you don’t have a down payment? Eric Brotman from BFG Financial joins us today to share his life experiences in designing, developing and executing his personal legacy. He shares his experiences of using alternative methods for financing his first home, starting a business and creating wealth for multiple generations. His motto is “Don’t Retire, Graduate”. Graduate to a life of doing something you enjoy while getting paid for it. Graduate to the satisfaction of completing your life’s legacy!P.S. If you’re feeling overwhelmed in not knowing...2021-11-0658 min
Active InsightsWealth Management in the Context of a Fluid Situation in Washington with Bill Cass, CFP®, CPWA®In this episode, Chris speaks with Bill Cass, CFP®, CPWA®. Bill is the Director of Wealth Management Programs for Putnam Retail Management. He is responsible for developing and delivering wealth management-related content, educational programs, and marketing initiatives. In addition, he speaks regularly throughout the country to groups of financial advisors and investors on a wide range of financial planning topics, focusing on areas such as sustainable retirement income strategies, tax legislation, personal risk management, and efficient wealth transfer. During the conversation, they touch on many topics, including: The current situation in WashingtonPotential changes to tax law and capi...2021-10-0728 min
In the Suite56. Mastering the Art of Succession and Stewardship while Fine-Tuning a Family Business with Lee DeLorenzo, CFP®, CPWA®, AIF®, Co-Founder of United Asset StrategiesSend us a textIn today's episode of In the Suite, we are thrilled, excited, and honored to welcome Lee DeLorenzo, CFP®, CPWA®, AIF®, the co-founder of United Asset Strategies, a prestigious broker-dealer.The name Lee DeLorenzo,CFP®, CPWA®, AIF® is synonymous with top female advisors in the wealth management industry. She's been ranked and included annually as one of America's Top 100 Women Financial Advisors by Barron's for ten consecutive years! In addition to being inducted into Barron's Advisor Hall of Fame, she's also been a Top 50 Advisor on Forbes Best-In-State Wealth Advisors in New York a...2021-09-2150 min
The Millionaire Choice Podcast with Tony BradshawEp 61: Empowering Families through Financial Planning, Eric Brotman, Host of Don’t Retire…Graduate!This week on The Millionaire Choice Podcast, Tony talks with Eric Brotman, host of Don’t Retire…Graduate!, about empowering families through financial planning. Raising a family isn’t easy, but it can be easier with the right financial planning and decisions!About EricEric D. Brotman, CFP®, AEP®, CPWA® is Chief Executive Officer of BFG Financial Advisors, an independent firm assisting clients with wealth creation, preservation, and distribution. Mr. Brotman began his financial planning practice in Baltimore in 1994, and founded Brotman Financial Group in 2003, which later changed its corporate identity to BFG Financial Advisors. He provides...2021-08-3148 min
War Room HuddleEp. 5 Faith and Professional Life, Together ft. Mark Dutram, CPWA®, CFP®, AEP®, President of BayView Private Wealth"Wealth Management is not about the assets. It's about what we can empower people to do with their assets."This week on the War Room Huddle podcast, Mark Dutram, CPWA®, CFP®, AEP®, President and Wealth Advisor of BayView Private Wealth, will be joining us. Mark has over 25 years of experience helping meet the financial, retirement and investment planning needs of families, business owners, and professionals. Mark's diverse background in finance has given him a broad view of the financial service industryBayView is a boutique financial planning office that has the distinct ability to leverage inn...2021-08-0330 min
The Exceptional Advisor PodcastA Practical Approach to Behavioral Guidance w/John Nersesian, CIMA® , CPWA® , CIS, CFP® Robert Powell, the editor of Retirement Daily at The Street, interviews John Nersesian, CIMA® , CPWA® 2021-05-2648 min