Shows
Beer 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 (“Wealthspire”) is a registered investme...2025-03-3119 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 min
Financial Services News You Might Have MissedWealthspire Advisors, True Link, Gladstone Group & EmburseNews from the week of February 27, 2025 featured: Wealthspire Advisor's ASPIRE True Link Becomes Forbes Fintech 50 Company Gladstone Group's One-Stop Shop Emburse's AI Enhancements2025-02-2816 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 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: 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
Mastering Your Financial LifeMastering Financial Planning & Community Impact with Michael LaMenaMastering Your Financial Life — Episode 95
In this episode of Mastering Your Financial Life, Judy Heft interviews Mike LaMena, Chief Executive Officer of Wealthspire Advisors, a New York City-based, independent registered investment advisory firm with more than 300 associates serving clients from 20+ offices across the country.
Tune in to the episode to hear about:
* The transformation of the financial advisory industry over the past decades
* The importance of talent, culture, and Wealthspire Advisors’ diverse service offerings
* Wealthspire Advisors’ commitment to adding value through diverse capabilities like trust and estate planning, investment capabiliti...2024-11-1227 minMastering Your Financial LifeNavigating Emotional Money Decisions with Anora GaudianoMastering Your Financial Life with Judy Heft — Episode 92
In this episode of Mastering Your Financial Life, Judy Heft interviews Anora Gaudiano, a Financial Advisor at Wealthspire Advisors. Anora specializes in creating tailored financial plans for her clients, helping them navigate retirement, estate planning, and more. She contributes articles to Bloomberg on personal finance and volunteers her time providing pro bono financial advice through the Financial Planning Association.
Tune in to the episode to hear about:
* The emotional relationship people have with money and how it affects financial decisions.
* Creating spending plans an...2024-10-2222 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 min
Diversity in Action™DEI&B at Wealthspire with Mike LaMenaMike LaMena is the Chief Executive Officer of Wealthspire Advisors, having joined the firm in September of 2017. He has 27+ years of experience building, operating, and leading global wealth management organizations. His commitment to service excellence and his fundamental belief in the power of the firm’s independent, conflict-free model of financial advice inspires his enthusiasm to serve clients and expand the business. Throughout his time at Wealthspire, Mike has helped grow the organization to over $20 billion in AUM with 22 offices across the country and more than 300 employees.Notes: In this episode, Shawn, Luis, and Mike tal...2024-10-0140 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 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 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 minMastering Your Financial LifeNavigating Life Changes with Financial Expertise: A Conversation with Aviva PintoMastering Your Financial Life — Episode 86
In this episode of Mastering Your Financial Life, Judy Heft interviews Aviva Pinto, Managing Director at Wealthspire Advisors, a New York City-based, $20 billion registered investment advisory firm with 350+ associates in over 20 locations across the country. Aviva brings over 30 years of experience in financial services, specializing in assisting individuals navigating significant life transitions such as divorce or widowhood. She is a Certified Divorce Financial Analyst (CDFA) and Certified Divorce Specialist (CDS), and a recognized speaker and contributor in financial circles.
Tune in to the episode to hear about:
* The im...2024-07-0923 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 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 minMastering Your Financial LifeNavigating Financial Waters with Gail HarrisMastering Your Financial Life — Episode 82
In this episode of Mastering Your Financial Life, Judy Heft interviews Gail Harris, a Wealth Advisor and Certified Financial Planner™ with Wealthspire Advisors, a $25 Billion Registered Investment Advisor (RIA) firm. Gail brings a wealth of experience in financial planning, investment advisory, and wealth management. Her career has spanned various channels of finance, from Wirehouse and single family offices to trust accounts, and she is now thriving at the respected RIA, Wealthspire Advisors.
Tune in to the episode to hear about:
* The common financial issues and goals clients bring to the...2024-05-2822 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 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 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 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 min
On My Way to WealthSmall Changes, Big Results! with Oliver Pursche, AAMS®, CEPAIn this episode, Luis speaks with Oliver Pursche. Oliver is a recognized thought leader with nearly 30 years of Financial Advisory Experience, currently with Wealthspire Advisors. His opinions and guidance on saving and investing are frequently requested by CNBC, Bloomberg Television and Radio, Kiplinger’s and Forbes Magazines as well as many other national and world-wide news outlets such as Reuters and Dow Jones. In his role as an advisor, Oliver has been named “amongst the best of the best” by Barron’s Magazine six years in a row (2008-2014) as part of their “Top Independent Advisor” annual ranking. As an educator...2024-02-2849 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 min
RIA EdgeRIA Edge: Wealthspire’s Mike LaMena: Building a Firm That Clients “Will Never Outgrow.”Wealthspire Advisors’ Mike LaMena on the secret to building a national RIA with a single identity that still empowers advisors to bring their “personal brand” and credibility to local communities and niche markets. In this episode of the RIA Edge Podcast, David Armstrong, editorial director for Informa Connect’s Wealth Management Group, talks with Mike LaMena, … Read More Read More2024-02-0636 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 min
Great 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 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 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 min
Divorce and Mortgage StrategiesEP: 138.23 - Empower your future: Invest in a professional divorce team for a smoother transition with Ida Reis, CDLP® and Tatiana DadykinaPlease join Ida Reis, CDLP® with the Divorce Lending Association as she interviews Tatiana Dadykina. Tatiana is an advisor based in our Annapolis, Maryland office. As a Certified Financial Planner™ and Certified Divorce Financial Analyst, she specializes in providing clients with comprehensive financial planning and assisting individuals who are going through divorce.An advisor since 2015, Tatiana is an active member of the Maryland Chapter of the Financial Planning Association, and serves on Wealthspire Advisors’ Financial Planning Committee.Previous ExperienceNexit Strategist and Financial Resident at StratWealthFinancial Advisor at AXA Ad...2023-11-0110 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: Interest Rates, Earnings, & Consumer SpendingIn this episode of Beer Markets, Bobby Moyer is joined by ACG Wealth Management President & CEO Sandy Wiggins to discuss the latest financial and economic news headlines, including interest rates, earnings, and consumer spending.
Please see ACG’s full disclosure at acgwealthmanagement.com/podcastdisclosure/
2023-10-2030 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 minBeer Markets: Presented by Wealthspire AdvisorsInvestor insights- October 2023Listen to our recap of September, complete with the stats and commentary you need to know. If you would like to view the video version please visit: https://blog.acgworldwide.com/investor-insights-2023-october
Please see ACG’s full disclosure at: www.acgwealthmanagement.com/podcastdisclosure/
2023-10-1113 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: UAW Strike’s Effect on the EconomyIn this episode of Beer Markets, Bobby Moyer is joined by ACG Wealth Management President & CEO Sandy Wiggins to discuss the latest financial and economic news headlines, including the UAW strike and the possibility of an upcoming government shutdown.
Please see ACG’s full disclosure at acgwealthmanagement.com/podcastdisclosure/
2023-09-2133 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 minBeer Markets: Presented by Wealthspire AdvisorsInvestor Insights- September 2023Listen to our recap of August, complete with the stats and commentary you need to know. If you would like to view the video version please visit: https://blog.acgworldwide.com/investor-insights-2023-august-0
Please see ACG’s full disclosure at: www.acgwealthmanagement.com/podcastdisclosure/
2023-09-1214 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: U.S. Credit Rating DowngradeIn this episode of Beer Markets, Bobby Moyer is joined by ACG Wealth Management President & CEO Sandy Wiggins to discuss the latest financial and economic news headlines, including the recent downgrade of the U.S. credit rating and what this could mean for the economy moving forward.
Please see ACG’s full disclosure at acgwealthmanagement.com/podcastdisclosure/
2023-08-1730 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 minBeer Markets: Presented by Wealthspire AdvisorsInvestor Insights- August 2023Listen 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: https://blog.acgworldwide.com/investor-insights-2023-august
Please see ACG’s full disclosure at: www.acgwealthmanagement.com/podcastdisclosure/
2023-08-0910 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 (“Wealthspire”) is a registered investment adviser and subsidiary company of N...2023-07-2439 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: Inflation, Disinflation, & DeflationIn this episode of Beer Markets, Bobby Moyer is joined by ACG Wealth Management President & CEO Sandy Wiggins to discuss the latest financial and economic news headlines, including the distinction between inflation, disinflation, and deflation and how they each affect the economy.
Please see ACG’s full disclosure at acgwealthmanagement.com/podcastdisclosure/
2023-07-1733 min
Rich in RelationshipBeing Financially Literate in Your Divorce with Aviva Pinto
What is financial literacy and how financially literate are you really? How will knowledge or the lack of it impact you in your divorce? In your life? What are some of the ways we view money and what are the weaknesses and strengths of each? Tune in as Rich and Aviva explore this topic vital to functioning in today's world.
Aviva Pinto is a Managing Director of Wealthspire Advisors. She is a member of the Advisory Committee and has over 30 years of experience in the financial services industry. As an advisor, Aviva works with individuals in transition (sale of...2023-07-1324 min
Rich in RelationshipBeing Financially Literate in Your Divorce with Aviva PintoWhat is financial literacy and how financially literate are you really? How will knowledge or the lack of it impact you in your divorce? In your life? What are some of the ways we view money and what are the weaknesses and strengths of each? Tune in as Rich and Aviva explore this topic vital to functioning in today's world.
Aviva Pinto is a Managing Director of Wealthspire Advisors. She is a member of the Advisory Committee and has over 30 years of experience in the financial services industry. As an advisor, Aviva works with individuals in transition (sale of...2023-07-1324 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: Breaking Down the Fed PauseIn this episode of Beer Markets, Bobby Moyer is joined by ACG Wealth Management President & CEO Sandy Wiggins to discuss the latest financial and economic news headlines, most notably the Fed's recent pause on interest rate hikes.
Please see ACG’s full disclosure at acgwealthmanagement.com/podcastdisclosure/
2023-06-1635 min
The Yin ProjectSheila Schroeder | Money ConversationsDo you have money conversations with the people in your life? Sheila Schroeder, a VP at Wealthspire, gets candid about the importance of talking about money at every age. On this episode we discuss mentorship, life on Wall Street, being cheap vs. frugal, and her new book ‘Let’s Talk About Money.’Links: My Own Two Feet - Sheila's book coming soon! Wealthspire.comVanguard Education Charles Schwab EducationFidelity Education 2023-06-161h 04Beer Markets: Presented by Wealthspire AdvisorsInvestor Insights- June 2023Listen 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: https://blog.acgworldwide.com/investor-insights-2023-june
Please see ACG’s full disclosure at: www.acgwealthmanagement.com/podcastdisclosure/
2023-06-0512 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: More Like Dull MarketsIn this episode of Beer Markets, Bobby Moyer is joined by ACG Wealth Management President & CEO Sandy Wiggins to discuss the latest financial and economic news headlines, including the current "dull market" we are experiencing.
Please see ACG’s full disclosure at acgwealthmanagement.com/podcastdisclosure/
2023-05-1828 minBeer Markets: Presented by Wealthspire AdvisorsInvestor Insights- May 2023Listen 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://blog.acgworldwide.com/topic/monthly-insights
Please see ACG’s full disclosure at: www.acgwealthmanagement.com/podcastdisclosure/
2023-05-0410 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 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: Housing Market, The Fed, & Earnings ExpectationsIn this episode of Beer Markets Bobby Moyer is joined by ACG Wealth Management President & CEO Sandy Wiggins to discuss the latest financial and economic news headlines including the housing market, the Fed, and earnings expectations.
Please see ACG’s full disclosure at acgwealthmanagement.com/podcastdisclosure/
2023-04-2029 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 minBeer Markets: Presented by Wealthspire AdvisorsInvestor Insights- April 2023Listen 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://blog.acgworldwide.com/topic/monthly-insights
Please see ACG’s full disclosure at: www.acgwealthmanagement.com/podcastdisclosure/
2023-04-1111 min
A Better Divorce Podcast with Andrea VaccaNavigating the Finances of Divorce with Aviva PintoIn this episode of A Better Divorce Podcast with Andrea Vacca, we welcome guest Aviva Pinto to talk about navigating the financial aspects of divorce.
Tune in to this episode as Aviva shares insights into:
taking control of your finances before, during, and after divorce
financial questions to consider as you are going through a divorce
the most common post-divorce financial mistakes
what you should do right now if you are contemplating a divorce
What NOT to do if you are contemplating a divorce
Aviva Pinto...2023-03-1828 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: Banking Concerns, Jobs Report, & MoreIn this episode of Beer Markets Bobby Moyer is joined by ACG Wealth Management President & CEO Sandy Wiggins to discuss the latest news headlines including Silvergate, Silicon Valley Bank, and the jobs report.
Please see ACG’s full disclosure at acgwealthmanagement.com/podcastdisclosure/
2023-03-1632 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 minBeer Markets: Presented by Wealthspire AdvisorsInvestor Insights: March 2023Listen 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://blog.acgworldwide.com/topic/monthly-insights
Please see ACG’s full disclosure at: www.acgwealthmanagement.com/podcastdisclosure/
2023-03-0709 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 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets: ChatGPT, CPI, & MoreIn this episode, Bobby & Jimmy discuss some of this week's headlines including ChatGPT and the newly released CPI number.
Please see ACG’s full disclosure at acgwealthmanagement.com/podcastdisclosure/
2023-02-1629 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 minBeer Markets: Presented by Wealthspire AdvisorsInvestor Insights: February 2023Listen 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://blog.acgworldwide.com/topic/monthly-insights
Please see ACG’s full disclosure at: www.acgwealthmanagement.com/podcastdisclosure/
2023-02-0611 min
Money Life with Chuck JaffeWealthspire's Pursche: Despite slowing market, tilt to growth stocksOliver Pursche, senior vice president at Wealthspire, says he is tilting portfolios away from value and toward growth because investors have been willing to pay up for growth at times when there is no growth. As a result, with an economic slowdown being almost certain, Pursche is repositioning to take advantage of where the money is likely to go; he also sees opportunity in fixed-income and in the alternative income space, noting that yields have come up enough to be worth considering. Pursche notes in the Market Call, that despite the anticipated domestic slowdown, he is not turning to...2023-01-2359 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 minBeer Markets: Presented by Wealthspire AdvisorsBeer Markets 1.12.23Join ACG Wealth Management CIO Bobby Moyer and Financial Advisor Jimmy Pickert as they enjoy local craft beers and discuss their thoughts on what is happening in the market & economy.
Please see ACG’s full disclosure at acgwealthmanagement.com/podcastdisclosure/
2023-01-1228 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 min
Meet the RIAMeet the RIA: Wealthspire AdvisorsWealthspire Advisors has doubled the size of its business over the past three years and grown its AUM to just north of $18 billion. CEO Mike LaMena shares the RIA's different growth strategies, how he ensures that the company is expanding its service to meet clients' increasing needs, and where he sees the industry moving in the years to come. 2022-11-3012 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
Sudden Money InsightsLaura Barry talks about Why you should become a Financial TransitionistLaura Barry on Sudden Money Insights
Hosted by Susan K. Bradley
Susan talks with Certified Financial Transitionist Laura Barry, Managing Director with Wealthspire Advisors, about making sure clients feel heard and understood during major life transitions.
https://www.wealthspire.com/
https://www.linkedin.com/in/laurabarrycfp/
https://www.linkedin.com/company/wealthspireadvisors/
Connect with Susan Bradley & Financial Transitionist Institute - A Division of Sudden Money Institute
Website: www.financialtransitionist.com OR www.suddenmoney.com
Twitter: www.twitter.com/suddenmoney
2022-08-2635 min
FutureProof Advisor PodcastHelping Women Understand Their Wealth with Amanda CampbellJoining me today on Bridging The Gap is Amanda Campbell, Certified Financial Planner™, Certified Divorce Financial Analyst®, Senior Vice President at Wealthspire Advisors, and a member of 2021 InvestmentNews’s 40 Under 40. Amanda has pioneered through the financial industry and has made it her life’s mission to ensure that every woman from every walk of life understands her wealth in a real and meaningful way. We dig into the hurdles of women in household financial conversations, advice for the younger generation of investors and advisors, and finding your passion with something that will set you apart with your clients...2022-08-1739 min
The COO RoundtableEP 43 - Amanda Barrale of Moneta & Eric Sontag of WealthspireIn our latest episode of The COO Roundtable, Matt welcomes two impressive guests: Amanda Barrale, Chief Platform Officer of Moneta and Eric Sontag, President and Chief Operating Officer of Wealthspire. Moneta is headquartered in St Louis and has offices in Kansas City, Denver, and Boston and currently manages $32.8B in AUM with 440 employees. Wealthspire is headquartered in New York City and has 19 offices around the country. Founded in 1995, they manage $19B in AUM and have 270 employees. Together, Matt, Amanda, and Eric have a great discussion about building RIA Operations at scale and much more, including:
The crucial role Op...2022-08-0246 min
COO SocietyThe COO Roundtable Episode 43
EP 43 - Amanda Barrale of Moneta & Eric Sontag of Wealthspire
https://coosociety.com/wp-content/uploads/2022/08/Ep-43-Final-2.mp3
In our latest episode of The COO Roundtable, Matt welcomes two impressive guests: Amanda Barrale, Chief Platform Officer of Moneta and Eric Sontag, President and Chief Operating Officer of Wealthspire. Moneta is headquartered in St Louis and has offices in Kansas City, Denver, and Boston and currently manages $32.8B in AUM with 440 employees. Wealthspire is headquartered in New York City and has 19 offices around the country. Founded in 1995, they manage $19B in AUM and have 270 employees. Together, Ma...2022-08-0200 min
Rich in RelationshipBeing Financially Literate in Your Divorce with Aviva PintoWhat is financial literacy and how financially literate are you really? How will knowledge or the lack of it impact you in your divorce? In your life? What are some of the ways we view money and what are the weaknesses and strengths of each? Tune in as Rich and Aviva explore this topic vital to functioning in today's world.
Aviva Pinto is a Managing Director of Wealthspire Advisors. She is a member of the Advisory Committee and has over 30 years of experience in the financial services industry. As an advisor, Aviva works with individuals in transition (s...2022-07-1123 min
How to Split a Toaster: A Divorce Podcast About Saving Your RelationshipsNavigating Financial Infidelity with Wealthspire’s Aviva PintoNo matter how you slice it, infidelity is not a word you want associated with your marriage. That’s true for financial infidelity as well. So how do you figure out if your partner is being financially unfaithful? And what should you do?Pete and Seth are joined today by Wealthspire’s Aviva Pinto to discuss financial infidelity, rebuilding your credit, alimony, and more. What is financial infidelity? We break down the definition and why it’s such a problem for marriages.If you’re done with your divorce, is it too late to call Aviva or...2022-04-1938 min
Financial Planning5 questions for Wealthspire CEO Mike LaMenaThe former Hightower and Morgan Stanley executive shares how the major fee-only RIA views the record-setting M&A marketplace.2022-02-2318 minMoney Life with Chuck JaffeWealthspire's Maxey: 'The sooner interest rates go up, the happier we will be'Chris Maxey, senior vice president for investments at Wealthspire, says that investors --especially those close to retirement -- should be anxious for interest rates to re-set higher so that they can lock in better return stream, even though they will suffer through volatility while the bond market goes through the transition. Maxey also noted that investors should expect January's rough stretch of volatility to be repeated several times throughout 2022, making this a good time to rebalance a portfolio to stay on target through the back-and-forth. In 'The NAVigator' segment, Mike Taggart of Taggart Fund Intelligence -- the recently appointed e...2022-02-1158 minMeet the RIABe Disciplined and Know What You're Trying to Achieve, Says CEO of Top Advisory FirmIt's a competitive environment for buyers, says Mike LaMena, the CEO of Wealthspire Advisors, which has been ranked a top 25 registered investment advisor by Barron's. He discusses the M&A landscape, his firm's focus on diversity & inclusion, and why Wealthspire is taking a flexible "magnet, not mandate" approach to returning to the office. 2021-08-1613 minRIA EdgeFinding the right fit: M&A, Recruiting and Marketing Strategies with Wealthspire’s Michael LaMenaWhile the RIA channel has been growing at a steady clip for years, a handful of firms have grown at an accelerated rate and are now responsible for the lion’s share of assets and clients in the industry. Wealthspire Advisors has been one of the fastest growing RIAs in the business, and CEO Mike LaMena … Read More Read More2021-08-1035 min
Grow Your Business and Grow Your WealthAviva Pinto, CDFA, CDS, Managing Director, Wealthspire AdvisorsAviva Pinto, Managing Director of Wealthspire Advisors in New York, with 11 offices across the US, is a wealth advisor who guides people in transition to get on the correct financial track. She’s a Certified Divorce Financial Analyst who helps people navigate the financial aspects of the divorce process, and a Financial Analyst who advises those who just sold their business, have received an inheritance, or may face a lifestyle change because of a partner’s passing.Aviva’s mission is to help people get back to the basics of figuring out how much money is needed for th...2021-06-2331 min
Breakup To Breakthrough with Coach Heidi KEp. 21 - Finances and Divorce Quickly Clarified How stressed out are you feeling regarding the impact of divorce on your finances? How confused are you around what steps to take and how to complete all the required paperwork? Coach Heidi K's guest, Aviva Pinto of Wealthspire Advisors breaks it down into baby steps so you can move forward in a financially healthy and successful way. Join our Facebook Group: Breakup to Breakthrough with Coach Heidi K https://www.facebook.com/groups/BreakuptoBreakthroughwithCoachHeidiK/ And visit our website: https://www.reinventionlifecoaching.com/ 2021-04-1130 min
The Harmony Experiment Podcast#46: Intro to INVESTING with Bruce Laning, CFA & Mike Tyler, CFPMy friends! I am pumped to bring you today's episode. We are talking about all things INVESTING. As I say in the intro, this is not a passive listen, so grab a notebook! So many of us are overwhelmed and intimidated by the information surrounding investing and feel timid about jumping in, but we say, no more! Today my uncle, Bruce Laning, and his colleague, Mike Tyler bring you all the info you need to get started coming from decades of experience. We talk about: -Investing terms & definitions -Your options for i...2021-01-121h 22
Nonprofit Investment StewardsEpisode 4 – Higher Education and COVID-19: Part 2 — With Bruce LaningManaging endowments at higher education institutions regularly includes uncertainty and challenges. Now this seems more true than ever. In part two of their mini-series on higher education, Bob DiMeo and Devon Francis join Wealthspire’s Bruce Laning. As the chair of the Valparaiso University endowment investment committee, Bruce discusses the challenges endowment committees are dealing with … Read More Read More2020-11-1135 min
Word of Mom RadioAviva Pinto Managing Director at Wealthspire Advisors on Word of Mom RadioAviva Pinto, is a Managing Director of Wealthspire Advisors. She has over 30 years of experience in the financial services industry. Aviva is a Certified Divorce Financial Analyst (CDFA™) and Certified Divorce Specialist (CDS™). She specializes in helping those in transitions (divorce, widowed, inheritance, sale of a business) to determine the most appropriate course of action for their financial assets. She helps guide to feel more comfortable about their financial future. A frequent blogger, radio guest, and speaker at family office conferences and events, Aviva has been voted one of the Top 50 Business Women on Long Island for multiple years.
Join us in t...2020-10-2033 minMeet the RIAWealthspire Advisors: Focus on Talent & CultureCEO Mike LaMena shares how talent and culture have led Wealthspire Advisors to be ranked a Top 25 Registered Investment Advisor by Barron's. He also compares organic growth with M&A and explains why both are important. 2020-10-1413 min
NFP's Insights from the Experts2020 Election Series Ep. 4: Market Watch - A Closer Look at Election Year VolatilityThe latest episode of the Election Update podcast mini-series features insights from David Carter, chief investment officer at Lenox Wealth Management, and Michael Moriarty, chief investment officer at Wealthspire Advisors. David and Michael detail factors affecting the markets, including stimulus spending and federal monetary policy. They also share how market volatility is actually positive for investors, particularly those with financial plans designed to accommodate market fluctuations. The takeaways? The markets will be just fine, regardless of the election outcome, and as long as there’s uncertainty, there will be volatility.2020-10-1223 min
Celebrity Estates: Wills of the Rich and FamousEp 30 – Kenny Rogers: Knowing When to Hold ‘Em (Top Prenup Tips for Advisors)Most people believe their marriages will last forever. But whether their marriage endures or ends, it’s in your clients’ best interests to have a prenuptial agreement –– especially if the split isn’t amicable In this episode, David Lenok, senior editor at WealthManagement.com, talks with Aviva Pinto, a managing director at Wealthspire Advisors. This episode is … Read More Read More2020-07-2740 min
Money Matters Top Tips with Adam TorresKevin Couper, CFP®, Senior Vice President at Wealthspire AdvisorsKevin Couper, CFP®, Senior Vice President at Wealthspire Advisors is interviewed in this episode.
Follow Adam on Instagram at Ask Adam Torres for up to date information on book releases and tour schedule.
Apply to be interviewed by Adam on our podcast:
https://www.moneymatterstoptips.com/podcastguest
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Support this podcast: https://anchor.fm/moneymatters/support2019-11-0610 min