Shows
The Investipal PodcastThe Future of Advice: AI, VR, and What Comes Next with Matt ReinerMatt Reiner is the Managing Partner at Capital Investment Advisors and Wela Strategies, and the creator of Future Proof Advisor.In this episode, Matt shares his journey growing a multi-billion-dollar advisory firm, launching a tech startup, and what he learned from shutting it down.We talk about the future of financial advice, including how AI and virtual reality will transform advisor workflows, training, and client relationships. Matt also discusses the mindset advisors need to stay relevant and how firms can use innovation to better serve clients and scale sustainably.Please enjoy our conversation...2025-05-0830 minThe Investipal PodcastThe Human Side of Money with Brendan FrazierBrendan Frazier is the Chief Behavior Officer at RFG Advisory and the host of The Human Side of Money podcast.In this episode, Brendan shares his journey from sales to financial planning, and why he believes emotional intelligence—not technical skill—is the future of the industry. We talk about how technology is reshaping the advisor’s role, why connecting with clients on a human level matters more than ever, and how small changes in communication can build stronger, more lasting relationships.Please enjoy our conversation with Brendan Frazier.2025-05-0133 minThe Investipal PodcastWhy the Future of Wealth Management Is Female with Cary CarbonaroCary Carbonaro is a financial advisor, author, and women’s wealth advocate.In this episode, she shares how she got started in finance, what it was like working in a male-dominated industry, and why she’s focused her career on empowering women. We talk about the upcoming $30 trillion wealth transfer, how women think differently about money, and what advisors can do to better connect with female clients.Please enjoy our conversation with Cary Carbonaro.2025-04-2427 minThe Investipal PodcastScaling Your Advisory Practice Through LinkedIn with Ariel LeeAriel Lee built her financial advisory practice primarily from LinkedIn, growing one of the largest followings of any advisor on the platform today. In this episode, she shares her unconventional path from automotive finance to wealth management, the financial pitfalls she witnessed, and how those experiences shape her approach to advising clients. We also discuss marketing on LinkedIn, the power of authenticity and relatability, and finding a niche. Please enjoy our conversation with Ariel Lee.2025-04-1025 minThe Investipal PodcastFrom Zero to Billion: Marketing Lessons for Financial Advisors with Jeremiah DesmaraisJeremiah Desmarais is the CEO of Advisorist and a member of the Forbes Coaches Council. He’s helped over 10,000 financial advisors and insurance agents grow their practices—and in this episode, he shares exactly how. We talk about the journey from scrappy startups to billion-dollar exits, the evolution of advisor marketing, and why the shift from “advisor” to “coach” is changing the game.Jeremiah explains why emotional storytelling is more powerful than logic, how LinkedIn has become the most underrated client acquisition platform in wealth management, and what it really takes to build a seven-figure practice working just four da...2025-04-0235 minThe Investipal PodcastBuilding a 7-Figure Advisory Practice Through Community with Derrick KinneyDerek Kinney is the founder of the Good Money Framework and Success for Advisors, drawing from his experience as a Forbes top 1% advisor.In this episode, Derek shares insights from his unconventional journey, including how community engagement helped him scale his advisory practice. We discuss effective marketing strategies, practical ways to identify your ideal client by focusing on relatable pain points, and how to bridge generational gaps by connecting emotionally with clients. We also explore how advisors can position their value beyond traditional portfolio management, the importance of tying financial success to purpose, and key lessons learned...2025-03-1843 minThe Investipal PodcastHow to Evaluate Alternative Investments with Noah DamskyNoah Damsky is the founder of Marina Wealth Advisors, a boutique wealth management firm specializing in alternative investments and tailored financial planning. With a career that spans roles at renowned institutions like PIMCO, Bessemer Trust, and the Los Angeles County Pension Fund, Noah brings a unique perspective to the world of private markets and wealth advisory.
In this episode, Noah shares his journey from working with institutional investors to launching his own firm, offering valuable insights into the rise of alternative investments and their growing role in client portfolios. We dive into the nuances of private market...2025-01-2328 minThe Investipal PodcastMastering Independence: Tech and Strategy for Advisors with Tim WelshTim Welsh is the president of Nexus Strategy, a consulting firm dedicated to helping financial advisors grow their businesses. With a career spanning roles at Merrill Lynch and Schwab, Tim has been at the forefront of practice management and the evolution of the wealth management industry.
In this episode, Tim shares his journey from Wall Street to launching Nexus Strategy, offering insights into how financial advisors can scale their practices by simplifying complexity, focusing on niche markets, and leveraging technology. We explore the evolution of the wealth tech ecosystem, the challenges of "tech piles" versus unified solutions...2025-01-0927 minThe Investipal PodcastUnlocking Liquidity: The Future of Startup Equity & Private Markets with Dave ThorntonDave Thornton is the CEO and co-founder of Vested, a platform designed to help startup employees unlock the value of their stock options.
In this episode, Dave dives into the complexities of stock options, the challenges of providing liquidity for startup employees, and how Vested is bridging the gap by offering innovative funding solutions. We also discuss the evolving private markets, the role of secondary markets, and the increasing need for liquidity as companies stay private longer.
Please enjoy our conversation with Dave Thornton.
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The Investipal Podcast is produced...2024-10-0427 minThe Investipal PodcastWas This Hedge Fund's Performance Pure Luck? with Corey HoffsteinCorey Hoffstein is a quantitative researcher, portfolio manager, and financial innovator.
In this episode, Corey shares his insights on return stacking, the overlooked impact of rebalancing timing, and how to find alpha in increasingly efficient markets. We also explore his views on trend following, the 13-month momentum anomaly, and how his innovative ETF strategies are reshaping portfolio construction.
Please enjoy our conversation with Corey Hoffstein.
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The Investipal Podcast is produced by www.investipal.co. Past guests include Meb Faber, Brent Beshore, Peter Lazaroff, Douglas Boneparth, Jamie Hopkins, Tyrone Ross and many more...2024-09-2645 minThe Investipal PodcastAre We In A Private Equity Bubble? with Jared DillianJared Dillian is a writer, trader, musician, entrepreneur and educator.
In this episode, Jared shares his views on the potential $8 trillion private equity bubble, the current market environment, and how the relationship between time and money impacts financial success. We also discuss his views on commodities, investing strategies, personal finance tips and his books including his upcoming collection of short stories
Enjoy our conversation with Jared Dillian.
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The Investipal Podcast is produced by www.investipal.co. Past guests include Meb Faber, Brent Beshore, Peter Lazaroff, Douglas Boneparth, Jamie Hopki...2024-09-0624 minThe Investipal PodcastLoosely Functioning Disasters and Long-Term Relationships with Brent BeshoreBrent Beshore is the CEO and founder of Permanent Equity, a private equity fund uniquely focused on the long-term.
In this episode, we dive into Brent’s journey into private equity, the value of operational experience as an investor, the diligence process, leadership, and the importance of long-term relationships and compounding.
Enjoy our conversation with Brent Beshore.
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The Investipal Podcast is produced by www.investipal.co. Past guests include Peter Lazaroff, Douglas Boneparth, Jamie Hopkins, Tyrone Ross and many more.
Follow us on LinkedIn: www.linkedin.com/company/investipal | ...2024-08-0233 minThe Investipal PodcastHow Financial Advisors Can Scale Trust & Build Better Connections with Diana CabricesDiana Cabrices is the founder of Diana Cabrices Consulting and the wealth industry's first Chief Evangelist, helping firms establish a strong brand presence to attract and retain clients.
In this episode, we dive into Diana's journey into brand evangelism, the importance of building relatability as a financial advisory, how to both scale trust and drive better client engagement in a digital world, and how to do all of it compliantly.
Please enjoy our conversation with Diana Cabrices.
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The Investipal Podcast is produced by www.investipal.co. Past guests include Peter Lazaroff, Douglas Boneparth, Jamie Hopki...2024-07-1622 minThe Investipal PodcastPassion Meets Planning: Reverse Engineering Your Retirement and Success with Justin CastelliJustin Castelli is multifaceted. He is the founder of RLS Wealth, the AGC, and PRST, as well as the host of the LifeDesign+ podcast. He is a speaker, a poet, and a strong advocate for living an authentic life and helping others to do the same.
In this episode, we explore Justin's journey to authenticity, his approach to client relationships, and how he encourages clients to pursue their interests and passions. We also discuss the evolving role of financial planners, why being less focused on the numbers when setting goals can actually be beneficial in the long...2024-06-2533 minThe Investipal PodcastBuilding Wealth Early: Lessons from a Top Financial Advisor with Travis Freeman
Travis Freeman is a partner at a $30 billion RIA and author of Make Your Money Work and The Fortune of Youth, his newest release that explains how time is the greatest asset for building wealth.
In this episode, we talk about Travis's journey from a life-changing accident to becoming a top financial advisor. We also discuss his experience building a startup, how he approaches marketing, the future of wealth management, AI, Madonna, and much more.
Please enjoy our conversation with Travis Freeman.
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The Investipal Podcast...2024-06-0625 minThe Investipal PodcastInside the Fintech & Private Credit Booms with Christian FaesChristian Faes is the CEO of Faes & Co, an investment firm specializing in private credit, and the founder of F2 Finance and LendInvest, a publicly traded UK digital mortgage lender.
In this episode, we discuss Christian’s journey from law to entrepreneurship, the evolution of financial sector disruption, the rise of private credit, and the advantages of specialized lending. Additionally, Christian offers key insights for private credit investors and discusses the role of technology in enhancing niche lending markets.
Please enjoy our conversation with Christian Faes.
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The Investipal Podcast is...2024-05-3023 minThe Investipal PodcastThe Legacy of Jim Simons and Quant Investing with Meb FaberMeb Faber is the co-founder and Chief Investment Officer of Cambria Investment Management, host of the Meb Faber Show podcast, and an accomplished author of numerous books and white papers on investing.
In this episode, Meb discusses the legacy of Jim Simons and the impact of Renaissance Technologies on quantitative investing. He dives into the value of trend following and global diversification in investment portfolios, and the importance of a scientific approach to the markets. Meb also shares insights on the current US industrial policy, the future of US vs. international investing, and highlights a lesser-known semiconductor...2024-05-1638 minThe Investipal PodcastGood Financial Planning Depends on Good DataTim Bickmore is Co-Founder and Director of Financial Planning at LBW Wealth Management and Co-Founder at Hyphaway, a modern financial planning software with data at its core.
In this episode, Tim shares why proper data architecture and classification is hard to get, how that impacts financial planning, common mistakes made by advisors and clients in financial planning, tax optimization strategies, the future of AI in financial planning, and more.
Please enjoy our conversation with Tim Bickmore.
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The Investipal Podcast is produced by www.investipal.co. Past guests include ...2024-05-1432 minThe Investipal PodcastUnlocking Growth with Private Lending & Alternative Assets with Jamie ShulmanJamie Shulman is Co-Founder and Fund Manager at Meriwether Group Capital, a private commercial lending company focused on providing growth capital to lower middle market businesses. After 25+ years in banking and lending, Jamie has built a track record of delivering top tier results to businesses and their shareholders, and developed deep expertise in private credit.
In this episode, Jamie shares with us how Meriwether Group approaches private lending, what they look for in borrowers, how they structure their investments and the current environment for private credit from businesses seeking capital to investors looking for...2024-05-0823 minThe Investipal PodcastUnlocking Alternative Investments with Shana SisselShana Sissel is the Founder, President & CEO of Banrion Capital Management, an alternatives technology platform helping to simplify investing in alternatives for advisors and assessment managers. She’s a frequent speaker and contributor to major outlets like CNBC, Fox Business Network, Bloomberg and the TD Ameritrade Network. And she’s a fierce advocate for women in finance.
In this episode, we explore the rising popularity of alternative investments, the difficulties advisors face in navigating this space, how Banrion is making it easier for advisors, and how these investments can be incorporated to improve a port...2024-05-0125 minThe Investipal PodcastThe Rational Approach to Wealth Management with Cameron PassmoreCameron Passmore is Executive Chairman and Portfolio Manager at PWL Capital, one of Canada’s premier independent advisory firms that puts its people and clients at the heart of its purpose. He’s also co-host of the Rational Reminder podcast with Ben Felix, a leading advocate for evidence-based, systemic investing, and is dedicated to the continuous development of people, knowledge, and technology.
In this episode, we discuss PWL’s client-centric approach, how they structure the organization to align with purpose, building a nationally-recognized brand centered on improving financial literacy, the Canadian advisory landscape and the misalignment of incent...2024-04-2535 minThe Investipal PodcastHow to Build Wealth in Today's World with Colin OverwegColin Overweg is the founder of Advise Wealth, an Investopedia Top 100 Advisor, and member of the Board for the Financial Planning Association. He’s also been featured in publications like Barron’s, CNBC and The New York Times and a frequent lecturer at various universities.
In this episode, we talk about how building wealth today is radically different than it used to be, pensions, misconceptions about home ownership, how to get started with investing, whole life insurance, Nancy Pelosi’s portfolio and more.
Please enjoy our conversation with Colin Overweg.
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The...2024-04-1732 minThe Investipal PodcastWhy Financial Advisors Should Collaborate, Not Compete with Stoy HallStoy Hall is the Founder & CEO of Black Mammoth, a Modern Family Office, and host of the NOB$ Wealth Podcast. He’s recognized by Investopedia as a Top 100 Financial Advisor in part due to his dedication to helping women and minority business owners, entrepreneurs, and employees achieve true wealth, and for his commitment to ‘ridding the world of financial illiteracy’.
In this episode, Stoy talks about the importance of teaching financial literacy to children, the grind of wealth building, why alternative strategies are critical (including investing in oneself), and why financial advisors and planners aren’t actually in compe...2024-04-0932 minThe Investipal PodcastFinancial Literacy for Kids and Teens with Liz FrazierLiz Frazier is a financial planner, author of "Beyond Piggy Banks and Lemonade Stands" and a strategic advisor to Copper Bank, a digital bank for teens. She’s recognized by Investopedia as a Top 100 Financial Advisor and is fiercely dedicated to promoting financial literacy from an early age.
In this episode, Liz shares valuable tips for parents on introducing money management concepts to kids and teens. We discuss the importance of hands-on experiences, how to handle allowances and credit cards, and preparing the next generation for financial success.
Please enjoy our conversation with Liz Frazier....2024-04-0226 minThe Investipal PodcastWealth Management, Nvidia, Bitcoin & More with Douglas BoneparthDouglas Boneparth is the Founder and President of Bone Fide Wealth, a New York City-based wealth management firm dedicated to serving the city’s hardest-working young professionals. As a regular contributor to outlets like CNBC and WSJ and a financial educator with engagements at places like NYU and Fordham, he’s recognized as a Top 100 Financial Advisor. Alongside his wife, he helps couples talk about and navigate money through their newsletter, The Joint Account. And he’s a pretty prolific Twitter-er (X-er?), where over 250,000 people follow him for his market insights and memes.
In this e...2024-03-2730 min
The Long Term InvestorBehind The Scenes: How Peter Views Portfolio ConstructionIn this episode, Peter shares his interview from Investipal’s Podcast about all things portfolio construction and investment management. Listen now and learn: How Peter thinks about designing portfolios When to think about deviating from an index strategy Novel ways to remove bias from a portfolio decision Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions. Episode Timestamps: (02:59) Portfolio Construction Philosophy (12:16) Quantitative vs. Fundamental Approach (30:45) Reducing Emotional Biase...2024-03-2733 minThe Investipal PodcastWhy Crypto is the Future of Money with Tyrone RossTyrone Ross is the CEO and Co-Founder of Turnqey Labs, Inc., an API developer platform providing read-only, real-time data aggregation for performance reporting on held-away crypto assets. He's also a recognized thought leader and influencer in the wealth management space and is a fervent advocate for harnessing technologies like blockchain to democratize financial services and open up opportunities for underserved communities.
In this episode, we discuss Bitcoin, how to allocate crypto within client portfolios, and the transformative potential of crypto for underserved communities. We also talk about the government's role in regulating and controlling the crypto landscape, and more.
Plea...2024-03-1933 minThe Investipal PodcastThe Complexities of Investing with Peter LazaroffPeter Lazaroff is the CIO of PlanCorp, Advisor at Brightplan and Author of Making Money Simple: The Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever. He shares how he thinks about the complexities of finance, portfolio construction and management, the importance of taking a scientific approach to investing, decision-making and reducing bias, and more. Please enjoy our conversation with Peter Lazaroff.
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The Investipal Podcast is produced by www.investipal.co. For more episodes of The Investipal Podcast visit www.investipal.co/investipal-podcast
2024-03-0833 minThe Investipal PodcastThe Next Generation of Wealth Management with Paul LitchfieldIn this episode, we sit down with Paul Litchfield, a top next-generation wealth advisor. We explore the challenges and opportunities in the wealth management industry today, including the aging workforce and the importance of succession planning for financial advisors. We also discuss the shift towards the registered independent advisory (RIA) model, and why it's winning vs. larger incumbents. Finally, we look at the need for comprehensive services, including financial planning and tax strategies, and talk about the increasing interest in alternative investments. Tune in for practical insights into the evolving landscape of wealth management.
Visit Investipal at...2024-02-2721 minThe Investipal PodcastMaking Financial Independence Inevitable With Nate Hoskin
And check us out here2024-02-0830 minThe Investipal PodcastThe Future of Financial Services With Jamie HopkinsJamie Hopkins, CEO of Bryn Mawr Capital Management and founder of the FinServ Foundation, discusses the challenges and opportunities in the financial profession and how his foundation is helping the next generation of financial professionals.
He emphasizes the importance of soft skills and mentorship in the industry. Hopkins also shares insights on the future of the financial industry, including the shift towards integration and convenience for clients.
He highlights the gaps in client expectations and service delivery, as well as the impact of fees and the rise of ETFs. Finally, he provides tips for breaking...2024-02-0427 min
Fintech ImpactInvestipal with Cameron Howe | E311Jason interviews Cameron Howe, CEO and Co-founder of Investipal. Originally designed for DIY investors, Investipal has evolved into a versatile online platform that also serves advisors, offering enhanced tools for portfolio research and management. The conversation emphasizes Investipal's commitment to financial literacy, particularly among younger generations, and the value of remaining a calculated, revenue-focused, and durable company despite being bootstrapped.Episode Highlights:04:00: The discussion focuses on unifying the advisor experience through research and development. Investipal aims to streamline the fragmented advisor tools, providing a more cohesive and personalized experience for users.08:31: Jason brings up the...2024-01-3019 minThe Investipal PodcastIt's Getting Harder To Protect Your Assets in 2024Cameron Howe sits down with cybersecurity expert Geoff Moore to delve into the crucial realm of safeguarding wealth in the digital age. In this insightful interview, Cameron and Geoff explore the evolving landscape of cybersecurity within the wealth management sector, shedding light on the vulnerabilities, risks, and proactive measures that financial professionals must consider.
Geoff Moore is the CIO of Valmark Financial Group with over 25yrs of experience in the technology sector.
Connect with Geoff here: https://www.linkedin.com/in/geoffreyfmoore/
Check us out:
https://www...2024-01-2622 min
Pounding The Table: Stocks, Options, And Weekly Market News#99 : Shay's Portfolio w/ @Investipal $AMZN $BEAM $DOCN $FOUR $MELI $ON $RKLB $SMCI $U $TMDXDigging into @StockSavvyShays growth Portfolio today with our friends at @investipalOverviews on the following: $AMZN $BEAM $DOCN $FOUR $MELI $ON $RKLB $SMCI $U $TMDXAvi portfolio: https://app.investipal.co/accounts/signup/?port=2254ef22-963f-4e72-9563-07ab813babb4Shay portfolio:https://app.investipal.co/accounts/signup/?port=f34f7ac1-8b94-40b6-9f5b-2ee2233f4cb4Joey portfolio: https://app.investipal.co/accounts/signup/?port=cc06440a-2baf-4373-880f-8388466bc64fCHECK OUT SPECIAL PROMOTIONS FOR OUR LISTENERS: Exc...2023-12-0230 minThe Investipal PodcastTreating Your Finances Like It's Monopoly MoneyCameron sits down with renowned financial expert Adam Carroll to explore unconventional yet highly effective strategies for financial empowerment.
In an era where financial abstraction can leave us feeling numb to our income, expenses, and debt, this episode offers fresh insights to reinvigorate your financial journey. We invite you to join us on an enlightening expedition where we challenge conventional thinking and unveil practical solutions to boost your financial well-being.
Adam Carroll, a respected author and financial educator, shares his wisdom on leveraging financial tools and transforming your financial mindset to break free from the shackles of debt. Discover...2023-10-2336 minThe Investipal PodcastHow Is AI Transforming the Investment SpaceWe sit down with Ryan Pannell, the CEO of Kaiju ETF Advisors. Kaiju has pioneered the first AI-driven ETF called "Buy The Dip Capital Fund" (Ticker: $DIP).
Ryan and Cameron discuss:
- How has AI been historically used in investment management
- How AI is both helping traditional fund managers and how it's fully running investment funds now
- Where we are heading when it comes to AI and investing
To find more on Kaiju and DIP the links are below:
https://www.dipetf.com/https://www.kaijuetfadvisors.com/2023-09-2929 minThe Investipal PodcastBlackRock's Harnessing These Three Investment Themes In 2023Cameron sits down with Helen Hayes, the Head of iShares Canada at BlackRock to discuss a range of topics including:
- 3 Mega forces affecting the global capital markets
- Protecting your portfolio from an economic slowdown
- The rise of fixed income ETFs
- How everyday investors can leverage ETFs in their portfolio
iShares ETFs mentioned in this podcast include:
XFR: iShares Floating Rate Index ETF
CMR: iShares Premium Money Market ETF
XQLT: iShares MSCI USA Quality Factor Index ETF
USMV: iShares MSCI USA Min Vol Factor ETF
EFAV: iShares MSCI EAFE Min Vol Factor ETF
XEXP: iShares Exponential...2023-09-1429 minThe Investipal PodcastAre Small Caps Poised For a 2023 Rebound?Cam sits down with Ben and Nick from Atrium Research to talk through the latest stock market developments and small cap stocks. Including:
- Stock market expansion
- Data suggesting small-cap stocks are poised for outperformance into 2023 and 2024
- Value investing trends
- How can investors research small cap stocks
- What are the best small cap stocks as Ben and Nick see it.
You can find more on Ben and Nick's coverage here: https://www.atriumresearch.ca/
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https://www.investipal.cohttps://www.instagram.com/investipal/https://www.linkedin.com/company/inve...https://twitter.com/investipal
Disclaimer...2023-07-3141 minThe Investipal PodcastEpisode 5: Optimizing For Happiness Over RetirementCam sits down with Ben Miller, the CEO of ChroniFI, a personal finance software that helps people simplify their finances on the way to making better and more confident decisions.
Cam and Ben discuss:
Optimizing for your happiness rather than being solely focused on saving for retirement
Why is financial literacy such a big problem
How individuals can take control of their finances
If you want to get smarter about your investments check out Investipal: https://investipal.co
Check out Ben and ChroniFI here...2023-07-1726 minThe Investipal PodcastEpisode 4: Is AI Disrupting the Investment Space
Abdi Jama sits down with Matt Wilcox to talk about trends in the retail investment management space and how AI is impacting both companies and retail investors.
You can find more on Matt here: https://www.linkedin.com/in/matthewwilcox12/
And more on Investipal here: https://investipal.co/
2023-06-2024 minThe Investipal PodcastEpisode 3: Trading the Dividend AristocratsSue O'Reilly has been an active trader for over 20 years, helping new traders gain the knowledge and confidence to get started on their own. She's now focused on helping women take control of their finances.
We sit down to discuss her investment strategy and how she was able to cultivate the largest StockTwits trading group in North America.
To join her group, click for more here: https://www.meetup.com/toronto-investors-traders-stocktwits-meetups/
Or, join her Facebook community here: https://www.facebook.com/groups/801916807965106/ 2023-06-1223 minThe Investipal PodcastEpisode 2: The Case For BondsNadeem Kassam has managed over $3B of capital and has worked at some of the worlds largest financial institutions on their investment strategy teams.
Cameron sits down with him to discuss the current macro-economic climate and how investors can position themselves.2023-06-0847 min