Shows
Great AspirationsBeyond the Fairway: Purpose, Giving, and Legacy with Harris EnglishHosted by Wealthspire CEO, Mike LaMena, This season of Great Aspirations is centered on a simple but powerful idea: the power of giving.At Wealthspire, we talk often about success, growth, and opportunity—but we believe true wealth is measured by something deeper. It’s measured by the impact we have on others. By the lives we touch. By what we choose to give back, how we choose to give, and why. Our guest for episode 1 is Harris English, 5-time PGA Tour champion, who speaks not only to his journey as a pro golfer, but his commitment to g...
2026-01-2038 min
Beer Markets: Presented by Wealthspire AdvisorsBeer Markets: Rate Cuts, Lumber Prices, & the McDonald's IndicatorIn this month’s episode Bobby Moyer and Sandy Wiggins discuss the potential for upcoming rate cuts by the Fed and how changes in the lumber market can be a leading indicator for other parts of the economy.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp, an Aon company. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthsp...
2025-09-2329 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: Rate Cuts, Lumber Prices, & the McDonald's IndicatorIn this month’s episode Bobby Moyer and Sandy Wiggins discuss the potential for upcoming rate cuts by the Fed and how changes in the lumber market can be a leading indicator for other parts of the economy.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp, an Aon company. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthsp...
2025-09-2329 min
Business Owner BootcampBusiness Owner Bootcamp Episode 7: Employee Stock Ownership Plans Unpacked - Smart Strategies for Business OwnersIn this episode, Sandy Wiggins, financial advisor and Managing Director at Wealthspire Advisors is joined by John Nelson, Managing Director at NFP Retirement, to discuss the ins and outs of ESOPs (Employee Stock Ownership Plans). They explore how ESOPs can be a powerful tool for succession planning, tax efficiency, and employee engagement, and highlight the benefits and considerations of implementing an ESOP.Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be c...
2025-09-1039 minBusiness Owner BootcampBusiness Owner Bootcamp Episode 6: Planning Before the Sale of Your Business - Timing, Tools, and Tax StrategiesIn this special episode, Mike Delgass and Sandy Wiggins, financial advisors at Wealthspire Advisors, are joined by their colleague Liz Summers. Liz serves as Director of Wealth Strategy for Wealthspire's Family Wealth practice and joins the podcast to discuss the critical planning steps business owners should consider before selling their company. This episodes covers timing considerations, valuation strategies, the role of family offices post-sale, and wealth transfer techniques, including gifting, irrevocable trusts, and charitable contributions.Tune in to hear more about the importance of starting early, coordinating with...
2025-09-0333 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: Fed Pressure & Earnings ResilienceIn this month’s episode Bobby Moyer and Sandy Wiggins discuss the recent strong earnings growth and the ongoing pressure on the Fed to cut interest rates and what effects a rate cut could have.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engag...
2025-08-2531 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: Fed Pressure & Earnings ResilienceIn this month’s episode Bobby Moyer and Sandy Wiggins discuss the recent strong earnings growth and the ongoing pressure on the Fed to cut interest rates and what effects a rate cut could have.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engag...
2025-08-2531 minBusiness Owner BootcampBusiness Owner Bootcamp Episode 5: Key Strategies to Think About when Selling Your BusinessIn this episode, Sandy Wiggins, financial advisor and Managing Director at Wealthspire Advisors is joined by Conrad Garcia, Partner and Tax Attorney at Williams Mullen, to explore critical tax planning strategies for business owners preparing for a sale, along with the importance of assembling a transaction team, entity structure considerations, personal goodwill, QSBS opportunities, and estate planning techniques. Whether you're selling a C Corp, S Corp, or LLC, this episode offers valuable guidance to help you plan ahead and avoid costly mistakes.Wealthspire Advisors LLC (“Wealthspire”) is a...
2025-08-1940 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: Stablecoins, Fed Chair, & TariffsIn this month’s episode Bobby Moyer and Sandy Wiggins discuss some possible outcomes of the new tariffs, the GENIUS Act and what that could mean for the future of stablecoin in the United States, as well as Trump's recent comments regarding the Fed Chair.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of...
2025-07-2830 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: Stablecoins, Fed Chair, & TariffsIn this month’s episode Bobby Moyer and Sandy Wiggins discuss some possible outcomes of the new tariffs, the GENIUS Act and what that could mean for the future of stablecoin in the United States, as well as Trump's recent comments regarding the Fed Chair.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of...
2025-07-2830 minBusiness Owner BootcampBusiness Owner Bootcamp Episode 4: Advanced Tax Strategies for Business Owners - Unlocking QSBSIn this episode of Business Owner Bootcamp, co-host Michael Delgass and Kevin Brady, Senior Vice President at Wealthspire Advisors dive into the powerful tax planning tool known as Qualified Small Business Stock (QSBS). They explore recent legislative updates, including increased exclusions and shortened holding periods, and unpack strategies like stacking and trust structuring to maximize tax benefits. Whether you're a founder, investor, or advisor, this conversation offers valuable insights into how QSBS can help business owners reduce capital gains taxes and enhance estate planning. Tune in to learn more.Wealthspire...
2025-07-2738 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: Geopolitics & The MarketIn this month’s episode Bobby Moyer and Sandy Wiggins discuss how the current state of geopolitics is affecting the markets and how market optimism can change along party lines.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While t...
2025-06-2729 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: Geopolitics & The MarketIn this month’s episode Bobby Moyer and Sandy Wiggins discuss how the current state of geopolitics is affecting the markets and how market optimism can change along party lines.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While t...
2025-06-2729 min
In CrowdWomen & Wealth: Cary Carbonaro's Passion for Empowering WomenIn episode 7 of the In Crowd podcast, Ang talks to author, Cary Carbonaro, on her latest book - Women & Wealth - and her journey to becoming a champion for women and advisors who serve women clients. Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide servi...
2025-06-1031 min
Great AspirationsFrom Breaking News to Building Legacy: Angie Lau's Journey to Living a Life FulfilledIn this episode, Mike LaMena talks to Angie Lau, an award-winning journalist turned entrepreneur and someone who’s deeply passionate about shaping a brighter future for the next generation. She is the Editor-in-Chief and Co-Founder of ASRV’s Life Beyond School, an initiative that helps kids and families get ready for the ever-changing, tech-driven world we’re all navigating. IMPORTANT DISCLOSURE INFORMATION Wealthspire Advisors LLC and certain of its affiliates are separately registered investment advisers. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal...
2025-06-1049 minBusiness Owner BootcampBusiness Owner Bootcamp Episode 3: What to Consider when Valuing Your BusinessIn this episode, Sandy Wiggins and Carroll Hurst, CPA, Director at Keiter and 40-year veteran and expert in providing audit, tax, and consulting insights to privately-owned business organizations, estates, trusts, and foundations, will discuss the basics of valuing your business, how a business owner should prepare for a sale of their business, and what key steps the entrepreneur should take to maximize the value of their business. The content of this communication is limited to the matters specifically addressed herein and is not intended to address other potential tax consequences or the potential application o...
2025-05-2735 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: Trade Deals, Potential Tax Plan, & InflationJoin Bobby Moyer and Sandy Wiggins as they discuss the impacts of potential trade deals, Trump's proposed tax plan, and the current inflation numbers.
Please note: At the 24-minute mark Bobby stated that current US inflation was 3.2% for headline and 3.8% for core, when in fact the current CPI reading was 2.3% for headline and 2.8% for core.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accou...
2025-05-2136 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: Trade Deals, Potential Tax Plan, & InflationJoin Bobby Moyer and Sandy Wiggins as they discuss the impacts of potential trade deals, Trump's proposed tax plan, and the current inflation numbers.
Please note: At the 24-minute mark Bobby stated that current US inflation was 3.2% for headline and 3.8% for core, when in fact the current CPI reading was 2.3% for headline and 2.8% for core.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accou...
2025-05-2136 minBusiness Owner BootcampBusiness Owner Bootcamp Episode 2: Key Considerations when Thinking About Selling Your BusinessFinancial advisors Gail Harris and Oliver Pursche join Mike Delgass as they discuss the crucial aspects of selling a business. Join us in this episode as Gail and Oliver emphasize the importance of consulting with a financial advisor to navigate the complexities of the sale process for a business. Gail and Oliver share their insights on why early preparation is essential for a successful transaction, offering valuable advice to business owners considering this significant step.Wealthspire Advisors is the common brand and trade name used by Wealthspire Advisors LLC and its subsidiaries, separate registered...
2025-05-1938 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: Tariff TalkJoin Bobby Moyer and Jake Scott as they discuss the effects of the President's tariff announcements in recent weeks.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its ac...
2025-04-2332 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: Tariff TalkJoin Bobby Moyer and Jake Scott as they discuss the effects of the President's tariff announcements in recent weeks.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its ac...
2025-04-2332 min
Great AspirationsDreams Achieved: Caroline Gaynor's Lessons from Guiding Visually Impaired AthletesIn this episode, Mike LaMena speaks to Caroline Gaynor, vice president, relationship director and investment specialist at Avantis Investors®. Prior to joining Avantis Investors, Caroline served as a regional director at Dimensional Fund Advisors (DFA). Caroline is also a sought-after public speaker who has presented at numerous events and conferences for end-investor and advisor audiences. Caroline has also previously held positions with BNY Mellon, Moody’s Analytics and BlackRock. In addition, Caroline is an Ironman guide for blind/visually impaired athletes.IMPORTANT DISCLOSURE INFORMATION Wealthspire Advisors LLC and certain of its affi...
2025-03-3119 min
Business Owner BootcampBusiness Owner Bootcamp: Episode 1Welcome to Business Owner Bootcamp, the Wealthspire Advisors podcast designed to help business owners and entrepreneurs take control of their finances. Hosts and financial advisors Michael Delgass and Sandy Wiggins break down key topics like tax strategies, exit planning, business valuations, and real-world experiences with expert guests. In Episode 1, our hosts share their insights on the state of business ownership today. Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal...
2025-03-3133 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: Market Volatility, Fed Meeting, & TariffsJoin Bobby Moyer and Sandy Wiggins as they discuss the current market volatility, the results of the recent Fed meeting, and tariffs.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealth...
2025-03-2032 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: Market Volatility, Fed Meeting, & TariffsJoin Bobby Moyer and Sandy Wiggins as they discuss the current market volatility, the results of the recent Fed meeting, and tariffs.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealth...
2025-03-2032 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: A Sober Valentine's DayJoin Bobby Moyer and Sandy Wiggins as they discuss the latest market news including the Valentine's Day Indicator, the potential impact of tariffs, and current investor sentiment.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is con...
2025-02-1830 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: A Sober Valentine's DayJoin Bobby Moyer and Sandy Wiggins as they discuss the latest market news including the Valentine's Day Indicator, the potential impact of tariffs, and current investor sentiment.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is con...
2025-02-1830 min
Great AspirationsLife in Full Bloom: Jim McCann’s Impact and Legacy on Modern Business and PhilanthropyIn this episode, Mike LaMena speaks to Jim McCann, entrepreneur, philanthropist, public speaker and published author. Jim is the Founder of 1-800 Flowers, a world-renowned floral and food gift retailer based in Long Island, NY. He also serves as Chairman of Worth Media Group, as well as a variety of other private and not-for-profit boards. Jim is deeply involved in philanthropy and is especially devoted to helping individuals with developmental disabilities. This includes his continued work as Founder and Chairman of Smile Farms Inc., a 501c3 not-for-profit organization established in 2015. IMPORTANT DISCLOSURE INFORMATION Wea...
2025-02-1856 min
In CrowdSerendipity: Elizabeth Pizzinato's Journey from the Four Seasons to Wealth ManagementIn episode 6 of the In Crowd podcast, Ang talks to Elizabeth Pizzinato, CMO of Newport Private Wealth based in Toronto and serving clients across Canada. Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guara...
2025-02-1239 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: What We Are Watching in 2025Join Bobby Moyer and Sandy Wiggins as they discuss what they are keeping an eye on as we move into 2025.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guaran...
2025-01-2429 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: What We Are Watching in 2025Join Bobby Moyer and Sandy Wiggins as they discuss what they are keeping an eye on as we move into 2025.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guaran...
2025-01-2429 min
Great AspirationsA Wish Fulfilled: Matthieu Pavon’s Journey to the MastersIn this episode, Mike LaMena speaks to French professional golfer, Matthieu Pavon, who plays on the PGA Tour and the European Tour. Matthieu turned professional in 2014 and won on the Alps Tour in that year and again in 2015. Over the course of his career he has continuously placed high in numerous tournaments in both the US and Europe. In 2023 he won his first European Tour event in Spain, and most recently, at the 2024 Farmers Insurance Open, Matthieu became the first French golfer to win on the PGA Tour since 1907.IMPORTANT DISCLOSURE INFORMATION
2025-01-1430 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: Looking at Price Targets for 2025Join Bobby Moyer and Sandy Wiggins as they discuss the price targets for 2025.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any pu...
2024-12-1929 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: Looking at Price Targets for 2025Join Bobby Moyer and Sandy Wiggins as they discuss the price targets for 2025.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any pu...
2024-12-1929 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: Market Implications of the ElectionJoin Bobby Moyer and Sandy Wiggins as they discuss how the markets are reacting to the recent election results.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its ac...
2024-11-2030 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: Market Implications of the ElectionJoin Bobby Moyer and Sandy Wiggins as they discuss how the markets are reacting to the recent election results.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its ac...
2024-11-2030 min
Great AspirationsThe Highest Peak: A Band of Brothers’ Pursuit of Fellowship, Fundraising and FunIn this episode, Mike LaMena speaks to Alden Mills, Brett Bush and Chip Pyfer on their enduring friendship and their shared passion for mountain climbing and giving back to their communities. Alden Mills is a renowned motivational speaker, a nationally-ranked rowing champion, a 3-time Navy SEAL platoon commander, CEO of one of the fastest growing companies in America, and author of Be Unstoppable, Unstoppable Teams and Unstoppable Mindset. Brett Bush is a partner and the COO at Greywolf Capital Management in San Francisco. He is also on the Board for the Raphael House of San F...
2024-11-1437 min
In CrowdEmbracing Legacy: Michelle Panzera's Approach to Marketing for an Evolving IndustryIn episode 5 of the In Crowd podcast, Ang talks to Michelle Panzera, Director of Marketing at Evensky & Katz/Foldes Wealth Management. Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its accuracy, completeness, or su...
2024-10-2833 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: The Bull Market Turns 2!Join Bobby Moyer and Sandy Wiggins as they discuss the bull market's 2nd birthday and how the markets are responding to the upcoming presidential election.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is cons...
2024-10-2127 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: The Bull Market Turns 2!Join Bobby Moyer and Sandy Wiggins as they discuss the bull market's 2nd birthday and how the markets are responding to the upcoming presidential election.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is cons...
2024-10-2127 min
Great AspirationsEmpowered: Mike James’ Inspiring Journey to Leadership and PhilanthropyIn this episode, Mike LaMena speaks to Mike James, Executive Vice President and Chief Sales Officer at NFP. Mike is responsible for driving the strategic direction of NFP’s sales organization and also plays an active role in the company’s diversity, equity, inclusion and belonging strategy, serving as a trusted advisor to NFP leaders on related issues. He is an active participant in a variety of industry and community organizations, serving as chair of the Finseca Board of Directors, on the Board of Trustees for Suffolk University and The American College of Financial Services, and on the Board of D...
2024-10-1136 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: The Fed Cuts RatesJoin Bobby Moyer and Sandy Wiggins as they discuss the Fed's recent rate cut, the Boeing strike, as well as the continued decline of mortgage rates.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the informa...
2024-09-2430 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: The Fed Cuts RatesJoin Bobby Moyer and Sandy Wiggins as they discuss the Fed's recent rate cut, the Boeing strike, as well as the continued decline of mortgage rates.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the informa...
2024-09-2430 min
Great AspirationsLife in Abstract: Abbott Stillman’s Inspiring Journey from Real Estate to ArtIn the Season 3 opening episode, Mike LaMena talks to Abbott Stillman, real estate developer, venture investor and artist based in New York City. Wealthspire did not receive direct or indirect compensation from the authors related to the production of this podcast episode.CERTIFIED DIVORCE FINANCIAL ANALYST® or CDFA® professionals must develop their theoretical and practical understanding and knowledge of the financial aspects of divorce by completing a comprehensive course of study approved by the Institute for Divorce Financial Analysts (IDFA). CDFA® professionals must have two years minimum experience in a financial or legal capacity prio...
2024-09-1444 minIn CrowdOwned & Earned: How Joe Anthony helped elevate the Finserv industry's growing need for great PRIn episode 4 of the In Crowd podcast, Ang talks to Joe Anthony, President and Co-owner of Gregory FCA, an integrated, full-service PR and marketing agency that specializes in serving the financial services industry. Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the infor...
2024-09-0932 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: Tipping Culture, Yen Carry Trade, & Housing StimulusJoin Bobby Moyer and Sandy Wiggins as they discuss the yen carry trade as well as potential new policies about paying taxes on tips & housing market stimulus.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is con...
2024-08-2331 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: Tipping Culture, Yen Carry Trade, & Housing StimulusJoin Bobby Moyer and Sandy Wiggins as they discuss the yen carry trade as well as potential new policies about paying taxes on tips & housing market stimulus.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is con...
2024-08-2331 minBeer Markets: Presented by Wealthspire AdvisorsInvestor Insights-August 2024Listen to our recap of July, complete with the stats and commentary you need to know. If you would like to view the video version, please visit: Investor Insights- August 2024 (wealthspire.com)
Wealthspire Advisors is the common brand and trade name used by Wealthspire Advisors LLC and its subsidiaries, separate registered investment advisers and subsidiary companies of NFP Corp., an Aon company.
Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, and there can be no assurance that the future perform...
2024-08-0908 minBeer Markets: Presented by Wealthspire AdvisorsInvestor Insights-August 2024Listen to our recap of July, complete with the stats and commentary you need to know. If you would like to view the video version, please visit: Investor Insights- August 2024 (wealthspire.com)
Wealthspire Advisors is the common brand and trade name used by Wealthspire Advisors LLC and its subsidiaries, separate registered investment advisers and subsidiary companies of NFP Corp., an Aon company.
Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, and there can be no assurance that the future perform...
2024-08-0908 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: Political News & The MarketJoin Bobby Moyer and Sandy Wiggins as they discuss how the evolving political landscape and the CrowdStrike incident are affecting the markets.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealth...
2024-07-2626 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: Political News & The MarketJoin Bobby Moyer and Sandy Wiggins as they discuss how the evolving political landscape and the CrowdStrike incident are affecting the markets.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealth...
2024-07-2626 minBeer Markets: Presented by Wealthspire AdvisorsInvestor Insights-July 2024Listen to our recap of June, complete with the stats and commentary you need to know. If you would like to view the video version, please visit: Investor Insights-July 2024
Wealthspire Advisors is the common brand and trade name used by Wealthspire Advisors LLC and its subsidiaries, separate registered investment advisers and subsidiary companies of NFP Corp., an Aon company.
Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, and there can be no assurance that the future performance of any specif...
2024-07-1214 minBeer Markets: Presented by Wealthspire AdvisorsInvestor Insights-July 2024Listen to our recap of June, complete with the stats and commentary you need to know. If you would like to view the video version, please visit: Investor Insights-July 2024
Wealthspire Advisors is the common brand and trade name used by Wealthspire Advisors LLC and its subsidiaries, separate registered investment advisers and subsidiary companies of NFP Corp., an Aon company.
Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, and there can be no assurance that the future performance of any specif...
2024-07-1214 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: 2 Companies Driving the S&P 500Join Bobby Moyer and Wealthspire Advisors Chief Market Strategist Chris Maxey as they take a look at the two companies driving the S&P 500.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be rel...
2024-06-2129 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: 2 Companies Driving the S&P 500Join Bobby Moyer and Wealthspire Advisors Chief Market Strategist Chris Maxey as they take a look at the two companies driving the S&P 500.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be rel...
2024-06-2129 minIn CrowdHome Grown: How Buffalo Built Helps Firms Escape the Sea of SamenessIn episode 3 of the In Crowd podcast, Angela Giombetti chats with dynamic duo, Melissa and Steven Buffalohead of Buffalo Built Design Studio! Learn more about their work at https://buffalobuiltdesign.com/Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the...
2024-06-1824 minBeer Markets: Presented by Wealthspire AdvisorsInvestor Insights- June 2024Listen to our recap of May, complete with the stats and commentary you need to know. If you would like to view the video version, please visit: Investor Insights- June 2024 (wealthspire.com)
Wealthspire Advisors is the common brand and trade name used by Wealthspire Advisors LLC, Private Ocean, LLC, and ACG Advisory Services, LLC, separately registered investment advisers and subsidiary companies of NFP Corp.
Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, and there can be no assurance that the fu...
2024-06-0712 minBeer Markets: Presented by Wealthspire AdvisorsInvestor Insights- June 2024Listen to our recap of May, complete with the stats and commentary you need to know. If you would like to view the video version, please visit: Investor Insights- June 2024 (wealthspire.com)
Wealthspire Advisors is the common brand and trade name used by Wealthspire Advisors LLC, Private Ocean, LLC, and ACG Advisory Services, LLC, separately registered investment advisers and subsidiary companies of NFP Corp.
Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, and there can be no assurance that the fu...
2024-06-0712 minIn CrowdChanging the Game: How Adam Cox's personal mission drives his work to elevate the financial services industryIn episode 2 of the In Crowd podcast, Angela Giombetti chats with Adam Cox, Executive Vice President and Chief Wealth Management Officer at The First National Bank of Sioux Falls. He is also the host of a very popular podcast – Common Cents on the Prairie. While he not a traditional marketer, he is most definitely a marketing champion for our industry! Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investm...
2024-06-0527 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: Freddie Mac, EV Tariffs, & Meme StocksJoin Bobby Moyer and special guest Jake Scott as they discuss home equity, the new EV tariffs, and the sudden resurgence of meme stocks.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be rel...
2024-05-2127 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: Freddie Mac, EV Tariffs, & Meme StocksJoin Bobby Moyer and special guest Jake Scott as they discuss home equity, the new EV tariffs, and the sudden resurgence of meme stocks.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be rel...
2024-05-2127 minBeer Markets: Presented by Wealthspire AdvisorsInvestor Insights- May 2024Listen to our recap of April, complete with the stats and commentary you need to know. If you would like to view the video version, please visit: https://pages.wealthspire.com/investor-insights-2024may
Wealthspire Advisors is the common brand and trade name used by Wealthspire Advisors LLC, Private Ocean, LLC, and ACG Advisory Services, LLC, separately registered investment advisers and subsidiary companies of NFP Corp.
Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, and there can be no assurance that t...
2024-05-0812 minBeer Markets: Presented by Wealthspire AdvisorsInvestor Insights- May 2024Listen to our recap of April, complete with the stats and commentary you need to know. If you would like to view the video version, please visit: https://pages.wealthspire.com/investor-insights-2024may
Wealthspire Advisors is the common brand and trade name used by Wealthspire Advisors LLC, Private Ocean, LLC, and ACG Advisory Services, LLC, separately registered investment advisers and subsidiary companies of NFP Corp.
Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, and there can be no assurance that t...
2024-05-0812 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: Higher Rates for Longer?Join Bobby Moyer and Sandy Wiggins as they discuss their takeaways from a conversation with former Richmond Federal Reserve President Jeffrey Lacker, as well as a conversation about interest rates and inflation.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provid...
2024-04-2332 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: Higher Rates for Longer?Join Bobby Moyer and Sandy Wiggins as they discuss their takeaways from a conversation with former Richmond Federal Reserve President Jeffrey Lacker, as well as a conversation about interest rates and inflation.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provid...
2024-04-2332 min
In CrowdMillennial Girl: How April Rudin Changed the Game for the Financial Services IndustryIn episode 1 of the In Crowd podcast, Angela Giombetti chats with April Rudin, founder and CEO of The Rudin Group, which provides bespoke marketing services to some of the world's leading wealth management firms, banks, RIA's family offices and more since 2008. April is one of the OG disruptors in the industry and helped pioneer marketing for financial services. Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice...
2024-04-0738 minBeer Markets: Presented by Wealthspire AdvisorsInvestor Insights-April 2024Listen to our recap of March, complete with the stats and commentary you need to know. If you would like to view the video version please visit: https://pages.wealthspire.com/investor-insights-april-2024
Wealthspire Advisors is the common brand and trade name used by Wealthspire Advisors LLC, Private Ocean, LLC, and ACG Advisory Services, LLC, separately registered investment advisers and subsidiary companies of NFP Corp.
Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, and there can be no assurance that the fu...
2024-04-0414 minBeer Markets: Presented by Wealthspire AdvisorsInvestor Insights-April 2024Listen to our recap of March, complete with the stats and commentary you need to know. If you would like to view the video version please visit: https://pages.wealthspire.com/investor-insights-april-2024
Wealthspire Advisors is the common brand and trade name used by Wealthspire Advisors LLC, Private Ocean, LLC, and ACG Advisory Services, LLC, separately registered investment advisers and subsidiary companies of NFP Corp.
Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, and there can be no assurance that the fu...
2024-04-0414 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: The Fall of Electric Vehicles?Join Bobby Moyer and Sandy Wiggins as they discuss the state of the market in March, including housing, electric vehicles, and U.S. Debt.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be rel...
2024-03-2629 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: The Fall of Electric Vehicles?Join Bobby Moyer and Sandy Wiggins as they discuss the state of the market in March, including housing, electric vehicles, and U.S. Debt.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be rel...
2024-03-2629 minBeer Markets: Presented by Wealthspire AdvisorsInvestor Insights- March 2024Listen to our recap of February, complete with the stats and commentary you need to know. If you would like to view the video version please visit: https://pages.wealthspire.com/investor-insights-february-2025
Wealthspire Advisors is the common brand and trade name used by Wealthspire Advisors LLC, Private Ocean, LLC, and ACG Advisory Services, LLC, separately registered investment advisers and subsidiary companies of NFP Corp.
Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, and there can be no assurance that the future perfo...
2024-03-0711 minBeer Markets: Presented by Wealthspire AdvisorsInvestor Insights- March 2024Listen to our recap of February, complete with the stats and commentary you need to know. If you would like to view the video version please visit: https://pages.wealthspire.com/investor-insights-february-2025
Wealthspire Advisors is the common brand and trade name used by Wealthspire Advisors LLC, Private Ocean, LLC, and ACG Advisory Services, LLC, separately registered investment advisers and subsidiary companies of NFP Corp.
Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, and there can be no assurance that the future perfo...
2024-03-0711 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: Does a Top-Heavy S&P 500 Equal an Unhealthy Market?Join Bobby Moyer and Sandy Wiggins as they discuss the state of the market at the start of 2024 and answer some important questions about a top-heavy S&P 500.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the inform...
2024-02-2330 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: Does a Top-Heavy S&P 500 Equal an Unhealthy Market?Join Bobby Moyer and Sandy Wiggins as they discuss the state of the market at the start of 2024 and answer some important questions about a top-heavy S&P 500.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the inform...
2024-02-2330 minBeer Markets: Presented by Wealthspire AdvisorsInvestor Insights- February 2024Listen to our recap of January, complete with the stats and commentary you need to know. If you would like to view the video version please visit: https://pages.wealthspire.com/investor-insights-february-2024
Wealthspire Advisors is the common brand and trade name used by Wealthspire Advisors LLC, Private Ocean, LLC, and ACG Advisory Services, LLC, separately registered investment advisers and subsidiary companies of NFP Corp.
Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, and there can be no assurance that the future perfo...
2024-02-0912 minBeer Markets: Presented by Wealthspire AdvisorsInvestor Insights- February 2024Listen to our recap of January, complete with the stats and commentary you need to know. If you would like to view the video version please visit: https://pages.wealthspire.com/investor-insights-february-2024
Wealthspire Advisors is the common brand and trade name used by Wealthspire Advisors LLC, Private Ocean, LLC, and ACG Advisory Services, LLC, separately registered investment advisers and subsidiary companies of NFP Corp.
Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, and there can be no assurance that the future perfo...
2024-02-0912 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: Bitcoin ETF, Election Year, & Rate CutsIn this episode, Bobby Moyer is joined by a special guest, Wealthspire's Chief Market Strategist Chris Maxey. Bobby and Chris discuss the new Bitcoin ETF, how an election year has influenced the market in the past, and the possibility of upcoming rate cuts in 2024.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of res...
2024-01-1829 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: Bitcoin ETF, Election Year, & Rate CutsIn this episode, Bobby Moyer is joined by a special guest, Wealthspire's Chief Market Strategist Chris Maxey. Bobby and Chris discuss the new Bitcoin ETF, how an election year has influenced the market in the past, and the possibility of upcoming rate cuts in 2024.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of res...
2024-01-1829 minGreat AspirationsHealth and Wealth: How two sisters combined forces to help women take charge of their livesIn this episode, Mike LaMena talks to the "Health and Wealth Sisters," Amanda Campbell, a financial advisor, and Michelle Riley, a Certified Personal Trainer and Nutrition Coach, on how they work together to help women take charge of their lives. Wealthspire did not receive direct or indirect compensation from the authors related to the production of this podcast episode.CERTIFIED DIVORCE FINANCIAL ANALYST® or CDFA® professionals must develop their theoretical and practical understanding and knowledge of the financial aspects of divorce by completing a comprehensive course of study approved by the Institute for...
2024-01-1538 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: The Market in the Holiday SeasonJoin Bobby Moyer and Sandy Wiggins as they discuss the state of the market as 2023 comes to a close and we begin to look ahead to 2024. Happy Holidays!
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the infor...
2023-12-2231 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: The Market in the Holiday SeasonJoin Bobby Moyer and Sandy Wiggins as they discuss the state of the market as 2023 comes to a close and we begin to look ahead to 2024. Happy Holidays!
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the infor...
2023-12-2231 minGreat AspirationsBuilding a Village: Mike Delgass and Christine Lai on Supporting the Special Needs CommunityIn this episode, Mike LaMena speaks to Mike Delgass, Wealthspire Managing Director and Advisor, and Christine Lai, cofounder and Executive Director of Special Education Legal Fund (S.E.L.F.), a nonprofit organization in Connecticut dedicated to leveling the playing field for families in special education by providing information and resources to enable families in need to successfully advocate for their children in special education. Since 2018, S.E.L.F. has provided over $800,000 in grants for hundreds of families across 60+ school districts in Connecticut and Westchester County, New York. Michael Delgass serves as Vice Chair on the...
2023-12-1338 minBeer Markets: Presented by Wealthspire AdvisorsInvestor Insights- December 2023Listen to our recap of November, complete with the stats and commentary you need to know. If you would like to view the video version please visit: https://pages.wealthspire.com/investor-insights-december-2023
Wealthspire Advisors is the common brand and trade name used by Wealthspire Advisors LLC, Private Ocean, LLC, and ACG Advisory Services, LLC, separately registered investment advisers and subsidiary companies of NFP Corp.
Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, and there can be no assurance that the future perfo...
2023-12-1211 minBeer Markets: Presented by Wealthspire AdvisorsInvestor Insights- December 2023Listen to our recap of November, complete with the stats and commentary you need to know. If you would like to view the video version please visit: https://pages.wealthspire.com/investor-insights-december-2023
Wealthspire Advisors is the common brand and trade name used by Wealthspire Advisors LLC, Private Ocean, LLC, and ACG Advisory Services, LLC, separately registered investment advisers and subsidiary companies of NFP Corp.
Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, and there can be no assurance that the future perfo...
2023-12-1211 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: Inflation Heading Into the Holiday SeasonJoin Bobby Moyer and Sandy Wiggins as they discuss the state of the market moving into the start of the holiday season.
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealt...
2023-11-2123 minGreat AspirationsValue Beyond Investing: How Bento Engine helps client-centric Advisors deepen existing relationshipsIn this episode of Great Aspirations, Mike LaMena speaks to Philipp Hecker, CEO of Bento Engine, an award-winning FinTech platform that combines technology and wealth management advice. Wealthspire Advisors ("Wealthspire") has partnered with Bento Engine ("Bento"), an integrated content and technology solution, to generate preapproved and proactive client-specific content. One of Wealthspire's employees is an investor in Bento and serves on its Advisory Council, but Wealthspire and Bento are not affiliated companies. Neither Wealthspire nor Bento received direct or indirect compensation from the other party for their involvement in the production of this podcast episode....
2023-11-1334 minBeer Markets: Presented by Wealthspire AdvisorsInvestor insights- November 2023Listen to our recap of October, complete with the stats and commentary you need to know. If you would like to view the video version please visit: https://pages.wealthspire.com/-investorinsights-november2023
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provi...
2023-11-0913 minBeer Markets: Presented by Wealthspire AdvisorsInvestor insights- November 2023Listen to our recap of October, complete with the stats and commentary you need to know. If you would like to view the video version please visit: https://pages.wealthspire.com/-investorinsights-november2023
Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provi...
2023-11-0913 minGreat AspirationsPlanning for Life’s Next Chapter: How Cobi Blumenfeld-Gantz helped simplify Medicare for clients and advisorsIn our second season, we’re highlighting the people behind the innovative ideas and concepts that continue to level up our industry through elevating the client experience. Episode 4 features Cobi Blumenfeld-Gantz, the co-Founder and CEO of Chapter, a technology-enabled Medicare and retirement navigation platform. Cobi was driven to create the platform from personal experiences that he encountered when family members were struggling to navigate the complexities of Medicare. Wealthspire Advisors has partnered with Chapter to offer comprehensive medicare guidance for clients approaching retirement. Chapter's licensed Medicare Advisors work to find healthcare savings and identify comprehensive ben...
2023-10-1626 minGreat AspirationsClosing the Gap: How Trevor Rozier-Byrd is bridging the racial wealth gap through investment app, StackwellIn our second season, we’re highlighting the people behind the innovative ideas and concepts that continue to level up our industry through elevating the client experience. Episode 3 features an interview with Trevor Rozier-Byrd, the founder and CEO of Stackwell Capital, Inc., a fintech startup that seeks to eliminate the racial wealth gap by addressing Black underinvestment in America. One of Wealthspire Advisors’ employees is an investor in Stackwell Capital, Inc., an affiliate of Stackwell Capital Advisers, LLC, an SEC registered investment adviser, (collectively, "Stackwell"). Stackwell and Wealthspire Advisors are not affiliated compan...
2023-09-1843 minGreat AspirationsThe New Skool Approach: How FiComm modernized marketing and helped advisors strengthen client relationshipsWelcome to Season 2 of Wealthspire Advisor’s podcast, Great Aspirations. This season, we’re highlighting the people behind the innovative ideas and concepts that continue to level up our industry through elevating the client experience. Episode 2 features an interview with two leaders at FiComm Partners, an integrated communications agency serving the industry of financial advice. Megan Carpenter is the Founder and CEO and Candice Carlton is the Head of Advisor Education, a Marketing and PR coaching membership. In this episode, Mike LaMena talks to Megan and Candice about the genesis of their "New Skool" approach and the impact...
2023-08-1638 minGreat AspirationsThe Business of Experience: How Dennis Moseley-Williams helps financial organizations create transformative experiences for clients.Welcome to Season 2 of Wealthspire Advisor’s podcast, Great Aspirations. This season, we’re highlighting the people behind the innovative ideas and concepts that continue to level up our industry through elevating the client experience. Episode 1 features an interview with Dennis Moseley-Williams, a certified expert in the experience economy. Dennis helps organizations understand that customer experience is the predominant economic offering in the world today — as distinct from services as services are from goods. IMPORTANT DISCLOSURE INFORMATION Wealthspire Advisors LLC and certain of its affiliates are separately registered investme...
2023-07-2439 minGreat AspirationsTeaching Finance: Rachel Haberman’s journey from English teacher to Aspiring Financial AdvisorRachel Haberman is a senior advisor associate in the firm’s Madison, WI office, providing advisors and clients with an enhanced level of support in all aspects of service from assisting with portfolio management and construction to building financial plans for clients. Rachel's journey to starting her career in finance was an inspiring one, as it started with a passion for education. With an English degree in hand and aspirations of becoming a school teacher, Rachel found an unexpected interest in finance when she learned how financial advisors provide guidance and ongoing education to ensure their clients make smart fi...
2023-05-0223 minGreat AspirationsDesigning Success: Channing Olson’s path to RIA leadership through operational excellenceChanning has long been an outspoken advocate for the RIA industry, helping to establish the standard for operational efficiency within tech, communications, marketing and facilities. She is a graduate of Leadership San Francisco and the G2 Leadership Institute and was one of only 35 people that Schwab tapped for their executive leadership program in 2020. What most people don't realize is that Channing started as a receptionist for a top 100 international law firm in 2008, and very quickly saw a path for her to create efficiencies that significantly impact the productivity and success of a firm. Today, Channing is the Head of In...
2023-04-1229 minGreat AspirationsRedefining C-Suite: Donna Levy’s Journey to Advisory and Investment LeadershipFinancial Advisor, Donna Levy, is a powerhouse. With over 3+ decades serving clients, specializing in creating comprehensive financial and investment strategies that integrate investment, insurance, retirement, tax management, and estate planning, Donna is known for her extensive investment knowledge and works with some of the most sophisticated investors. She previously served as Chief Investment Officer at Sontag Advisory, and today is a key member of Wealthspire’s Investment Committee, providing leadership and input to our Investment Team.Donna is equally passionate about working with women who are experiencing significant life changes, such as the death of a spouse. Stem...
2023-03-1334 minGreat AspirationsFrom IBM VP to Advisor: How Stephanie Carmel shifted gears to pursue her passion of becoming an advisor.After a successful career at IBM Corporation, holding leadership positions in sales and sales operations, Stephanie Carmel had an "aha" moment about her professional journey. A leader at the company had asked her where she wanted to be in 10 years, and she realized she was struggling to envision herself continuing down the same path. Given she had studied communications and economics in college, and she had recently completed a big project that had won her and her team accolades, she made the decision to explore opportunities in finance. The path was not an easy one, given she was starting...
2023-02-2732 minGreat AspirationsLeadership Redefined: Michele Walthert’s journey from financial advisor to RIA leadershipMichele Walthert grew up in Switzerland. When her father suggested she "broaden her horizons" and go to college in the US, she moved to the States, got a crash course in the language from daytime talk shows, and ultimately graduated with a full time job lined up right before 9/11. Suddenly her path changed - as it did for so many - and she found herself as a receptionist in a financial firm learning the industry. She transitioned to client services then decided to pursue a career as a financial advisor. Now decades later, having become one of the country's...
2023-02-1434 minGreat AspirationsTech Savvy: How Alia Wagenhoffer shifted gears from being a financial advisor to leading fintech.Alia Wagenhoffer started her career in the industry as a financial advisor, serving clients for five years before having an "aha" moment. She was passionate about client service and finance, but also had an interest in technology - something she had long believed was the key to creating efficiencies that could streamline operations and elevate the advisor/client experience. With support from the firm, she made the leap into technology, and today is the Head of Advisory Technology at Wealthspire. She is responsible for the strategic vision and implementation of all software and technology applications for Wealthspire, including developing...
2023-01-1722 minGreat AspirationsWords of Wisdom: How financial reporter Anora Gaudiano shifted careers to become a financial advisorGrowing up in Uzbekistan, Anora Gaudiano learned at a young age the importance of budgeting, saving, and planning. She came to the U.S. as a college student, motivated to help others live meaningful lives through education and information. Anora spent nearly two decades as a reporter, with ten years focused on the markets and investing for various publications including MarketWatch and Financial Times where she wrote a daily Wall Street column and managed content for the FT’s U.S. home page. She also worked as a radio reporter for BBC World Service. After countless interviews with financial ad...
2022-12-1228 minGreat AspirationsFrom Hollywood to High Net Worth: How Heather Flanagan is helping redefine family office services in the RIA IndustryEveryone’s journey to financial services is unique, and Heather Flanagan’s is no different. Currently the Head of Family Office Services at Wealthspire Advisors, she oversees the firm’s enhanced family office service platform as well as trust and estate services. Prior to that, she was the head of trust and family office services for Rockefeller Capital Management and the President of its trust companies. Heather started her career in Hollywood and was a practicing attorney and philanthropy advisor before she switched gears to serve ultra-high net worth families. Today she’s a fierce advocate for women and serves o...
2022-11-1135 min