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The financial planners at Topel & DiStasi Wealth Management provide practical advice and insights into the complex world of financial planning and investment management. Our goal is to help our clients more fully enjoy their lives by being an ally on their road to financial independence.
 
The Heart of What we are about We are a financial planning company committed to helping our clients appreciate, understand, and achieve their dreams and aspirations. Life is not a rehearsal. We help you to ensure that you have the correct life balance and that your money is there to help you lead the life that you deserve. Unlike many financial advisers who focus only on your money, we put your life first and your money second. We work together with our clients to build their personalised fi ...
 
Ryan Hughes, MBA explains personal financial advice and investing topics in an easy-to-understand format. The Solid Financial Advice podcast covers the economy, the stock market, investing, IRAs, retirement planning, income-producing assets, social security strategies, college planning, and more. Ryan Hughes relies on his experience and education to provide practical wisdom to help individuals achieve financial freedom. He is often joined by various experts to give you the tools to achieve f ...
 
Subscribe for Insights on digital finance and technology by Suhail Ahmad, CEO of the Financial Network Limited. A successful fintech entrepreneur and investor with over 22 years of experience in financial advisory, investment banking and capital markets. Suhail shares ideas and insights on the new digital economy. Including conversations on blockchain, cryptocurrencies, AI and big data and what it means for you and your business. DISCLAIMER: This podcast is for educational purposes and is no ...
 
Join me and help me shape the future of how we talk about, share about and debate (not fight) about what our financial lives should look like (for our homes and our businesses). At the root of the complexity, and for some of us, disaster or stress, is money. Let's get real here..................in this space.........in our relationships........in our personal dreams. There's nothing to be afraid of or ashamed about because we are so much alike, us humans. I'm going on this journey with you s ...
 
“The Brighthouse Financial Insights Panel” is a monthly podcast where leading experts share advice and strategies for financial professionals. Through these conversations, our panelists offer insights and tips to help strengthen businesses and build client relationships that last. Topics have included: prospecting and referrals, business strategies, milestone and retirement planning, women in retirement, and understanding client needs and behaviors. Disclosure: In these podcasts, the terms “ ...
 
The way financial advice is done in Ireland is more than a bit broken, this is our little way of trying to make a positive difference - I hope it helps. Paddy Delaney QFA RPA APA. ##All episodes from 201 onwards are exclusively available to Tribe Members - join today at www.informeddecisions.ie/join## If you are looking for a Financial Planning Podcast for normal people in Ireland you may have just found it! Whether you are in your 20's 30's, 40s, 50's, 60's, or beyond we share ideas that ca ...
 
Beat conventional advice on personal finance, investing, and business with the author of Rich Dad Poor Dad, Robert Kiyosaki. Get ahead with his pull-no-punches style of challenging the advice we’ve all been given on money, investing, and the economy. Frustrated and frightened by the financial advice being given by the mainstream talking heads, Robert Kiyosaki sits down with professionals from the world of money, investing, business, and personal development. Listeners will be provided variou ...
 
In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the in ...
 
Welcome to Advice You Can Trust, where we explore an array of topics surrounding wealth management and the lessons that can be learned from super rich individuals, families, and businesses as a whole. Listen as James Nichols, Wealth Manager at Cumberland River Group, taps into years of experience in working with clients to provide highly customized advice, investment solutions, and financial planning services. Dedicated to his clients, James prides himself on the relationships he has nurture ...
 
Economic wellbeing for a wellbeing economy. The Goals Based Advice Podcast brings you conversations with pioneers of the new world of Financial Advice. In each episode, I interview the most forward thinking people from inside and around the Financial Advice industry about how they perceive the future and are bringing it into the present. These industry thought leaders are putting goals at the centre of their client relationships and teams, building great businesses and making a huge differen ...
 
Learn what really moves the needle in your business from advisor success stories and industry experts. From the latest marketing tactics working today, to advice for better serving your clients and guidance on running your practice more efficiently, AdvisorRadio gives you the insights you need to take your financial advisory business to the next level.
 
Hedgeye is an investment research and financial media company founded in 2008. Our core principles are transparency, accountability and trust. Hedgeye’s Real Conversations series, hosted by CEO Keith McCullough, brings together the brightest minds in the business to cut through the noise and discuss the financial market moves that actually matter.LEGALThe opinions expressed in Hedgeye Real Conversations are those of the individual speaking and not of Hedgeye, and should not be construed as s ...
 
Todd Tresidder from the FinancialMentor.com blog reveals unconventional wealth building advice and advanced investment strategy tips. Discover the next step in retirement planning and personal finance from a former professional hedge fund manager turned financial coach and author. If you are tired of the same old “buy, hold, and pray” and worn out frugality tips then this show is for you. Each episode teaches financial freedom for smart people by revealing what works, what doesn’t, and why. ...
 
Honest and uncensored - this is not your father’s boring finance show. This show brings much needed ACTIONABLE advice to a people who hate being lectured about personal finance from the out-of-touch one percent. Andrew and Matt are relatable, funny, and brash. Their down-to-earth discussions about money are entertaining whether you’re a financial whiz or just starting out. To be a part of the show and get your financial questions answered, send an email to listenmoneymatters@gmail.com.
 
The TREPX Podcast is a place for entrepreneurs who are serious about growing a business and transitioning from amateur to pro. A business pro is someone who has a vision to build something bigger than one person. A pro creates systems for growth and has clear, authentic marketing that connects with customers and prospects. A pro has financial awareness to look forward instead of backward. The TREPX Podcast will feature interviews with those who have built successful businesses to deconstruct ...
 
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show series
 
In this guide Orry Henderson looks at how long you are going to live is the most important element in dertermining how much money you are going to need in retirement. He also talks about the cruicial steps to take to protect yourself if you live to an older age than expected.โดย Alan Moran
 
Anyone buying or selling a house in Madison – and likely even those who aren't – know that the residential real estate market has been hot. But are we in the midst of a Madison housing bubble or is this trend here to stay? Nate, who has a strong background in real estate, and Mitch welcome Associate Broker Matt Winzenried from Matt Winzenried Real …
 
In this episode we discuss the basics of college savings vehiclesโดย Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management
 
Certain elements of Biden's proposed tax plan such as a step up in basis and capital gains tax increases could have major repercussions for your clients. Get updated on the most impactful tax changes being talked about and what it could mean for your clients in the Savvy Tax Planning podcast here on AdvisorRadio with Debra Taylor, CPA/PFS, JD, CDFA…
 
**This originally aired as a video webcast on Hedgeye.com on June 9, 2021** Throughout June, Hedgeye CEO Keith McCullough is hosting a special Real Conversations series with four leading market strategists: Inflation Tsunami: Investing During A Rising Inflationary Tide. In this edition, Keith is joined by James Davolos, Portfolio Manager at Horizon…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Nancy Langdon Jones. Nancy has been a panelist for the Los Angeles Times’ Investment Strategies Conference, was named one of the “Most Influential People in the Profession” by readers of Fin…
 
Prager University is the world's leading conservative nonprofit that is focused on changing minds through the creative use of digital media. Taking full advantage of today's technology and social media, PragerU educates millions of Americans and young people about the values that make America great. Marissa Streit the CEO of PragerU says, “If we lo…
 
For some reason, parents seem to have difficulty talking to their children about money. The mindset of good money habits doesn’t seem to get passed down to the next generation. This is why 7 out of 10 American millionaires are first generation. That’s why in Episode 97 of the podcast I talked about this subject at length. However, as this topic bea…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Patrick Mahoney and Skip Schweiss. Patrick D. Mahoney is the CEO of the Financial Planning Association, experienced business leader and strategist with a background across diverse organizati…
 
Trillions of dollars of funny money are being created by the Fed, and for a lot of people, everything seems good. Unfortunately, the experience of today’s guest tells him otherwise. Doug Casey is the author of “Crisis Investing” and a world-renowned speculator, libertarian, and philosopher who says, “I believe we’re well into what I call The Greate…
 
In this guide Orry Henderson talks about the considerations individuals need to take when it comes to pensions and divorce. Factors relating to pensions where a divorce is being agreed are often complex. This guide gives some options and looks at the advantages and disadventages of each.โดย Alan Moran
 
In the sixth installment of Advice You Can Trust, James and Ryan explore the complex nature surrounding inheritances, specifically how to prepare heirs for receiving the inheritance itself. It's an unfortunate fact that inheritors often struggle with their windfalls in a way that can be harmful to the overall wealth. A family needs proper planning …
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Janelle Orion. Janelle brings 15 years in marketing strategy and coaching to the conversation. Her company Shine Bright Marketing helps businesses gain valuable information from their market…
 
The global money supply is $90 trillion and in the grand scheme of money, Bitcoin plays a very small role. Today’s guest warns listeners against investing in Bitcoin to “get rich quick”. Anthony “Pomp” Pompliano, the host of The Pomp Podcast, and a respected voice in the cryptocurrency asset says, “The entire drop from $60,000 to $30,000 was all ne…
 
Investing and saving for retirement is something that the earlier you do it, the better! But getting involved in the stock market (or even just mutual funds) can be an intimidating prospect, and many people end up putting off doing it for that reason. But where do you go to learn about it? How can you get the information you need to feel confident …
 
In this episode Emma Crossick talks to Alan Moran about how Brexit has affected his business and his clients. Brexit has meant that Alan can no longer give his clients who live in the EU the help and advice he was once able to provide.โดย Alan Moran
 
In this special episode Alan Moran talks about the consequences of Brexit and reads an email he has had to unfortunately send to one of his clients. It outlines the issues that Brexit has created for independent financial advisors and their clients based in Europe.โดย Alan Moran
 
One of the biggest concerns facing affluent families is how to manage their wealth so that it achieves many goals. Their focus could be continuing to grow their wealth as it is transferred to younger generations, or aligning the use of that wealth with the values and ideals the family holds dear, or even protecting that wealth from creditors and ot…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Chris Stanley. Chris is the Founding Principal of Beach Street Legal LLC, a law practice and compliance consultancy for investment advisers and financial planners. He brings expertise in leg…
 
Robert Kiyosaki’s mentor, Dr. R. Buckminster Fuller talked about the pace of technology and how we were “entering the world of the invisible.” To him, technology was advancing so rapidly that many people were blind to it. This is exactly what is happening right now as Green technology. It is taking off fast and quickly becoming more efficient than …
 
In this guide Orry Henderson explains some of the particular aspects of investing within a drawdown pension. He will also be talking about the risks involved and how to obtain an income from your investment.โดย Alan Moran
 
Tim Sugar, from Fiduciary Partners, joins Clint & Mitch in the booth to discuss corporate trustees. Many people (naturally) designate a family member as a trustee to administer a trust, not knowing that a corporate trustee was an option. Tim explains when it makes sense to entertain hiring a professional for trust administration and some of the pit…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Miles Beckler. Miles is a digital entrepreneur on a mission to help individuals unlock the abundance and lifestyle freedom possible through internet marketing and entrepreneurship. He brings…
 
The world economy is in a precarious state, and the US economic problems are at the heart of the world's fears. At the center of the US economic problems is a weakening dollar, and today’s guest reminds us that all assets are in a bubble. Harry Dent is a best-selling author and one of the most outspoken financial editors in America. He predicts “th…
 
In this episode Emma Crossick talks to Alan Moran about how tha Covid pandemic has affected the mental health of not only his clients but himself. As a member of The Kinder Institute Alan is not only a Financial Adviser he is also a Life Planner and is there to talk, not only about finance but any subject you wish.…
 
The impending divorce of Bill and Melinda Gates has been in the news a lot lately, and journalists have been discussing whether or not they should have gotten a prenuptial agreement before getting married. I remember thinking at the time of the wedding that I hoped that he had one, but apparently not. So with so much attention being drawn to the su…
 
**This originally aired as a video webcast on Hedgeye.com on May 11, 2021** Listen to Hedgeye CEO Keith McCullough and Danielle DiMartino Booth, former Fed advisor and Chief Strategist at Quill Intelligence in this special investing discussion. They discuss important market implications in the wake of the COVID-19, particularly the extraordinary fi…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Dr. Annie Emprima-Martin. Annie is the owner of One.Emprima (https://oneemprima.com/) where she teaches people how to recognize cognitive dissonance and conflict within the body so they can …
 
Across the world, assets are in a giant debt bubble—some say it’s the largest in the world's history. Today’s guest says since the financial crisis of 2008 through the coronavirus pandemic, central banks have tried to prevent economic meltdowns by printing more money, and no politician has stepped in to prevent it. John Adams, Chief Economist for A…
 
**This originally aired as a video webcast live on Hedgeye.com on May 7, 2020** We are excited to bring you another heavy-hitting macro-dose of financial insight with our newest Real Conversation on HedgeyeTV. Hedgeye CEO Keith McCullough will be joined by renowned banker and author Christopher Whalen. Chris has had a storied career on Wall Street,…
 
In this guide Orry Henderson looks at the complicated subject of Income Drawdown. What are the advantages of using a drawdown pension to gain an income in retirement and also what are the risks involved?โดย Alan Moran
 
One of the smartest financial moves that individuals and families can make is to learn what strategies are being used by people who are wealthier than they are. By doing so, they can evaluate if they are in a position to benefit by adopting those same habits and best practices. On the fourth installment of Advice You Can Trust, James and Ryan take …
 
With a new addition to Walkner Condon's growing team, Nate and Clint provide a special bonus episode of Gimme Some Truth to get to know Polly Price. After spending most of her career in fundraising and development roles with non-profits, including an internship with Chicago's Field Museum – hence the cover art for the episode – Polly had a desire t…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Teri Ijeoma. Teri is the founder of Trade and Travel where her flagship "Trade and Travel" trading course teaches people how to invest for what is important to them. She now has over 1000 st…
 
Most people think of investing as any situation where you put down money with the expectation of getting a return on your money. Unfortunately, what many people think of as investing is actually gambling. For years, most people invested in traditional stocks and bonds. Stocks and bonds followed sound economic and business principles. As retirement …
 
In this episode Emma Crossick talks to Alan Moran about the importance of keeping your Will and important documents secure. She also discusses why it's necessary for your beneficiaries to know where the original copies are kept.โดย Alan Moran
 
Clint and Mitch dig into a host of retirement strategies on the way to explaining and exploring the Mega Backdoor Roth strategy. Together, they define 401(k)s, IRAs, the role of a Roth, and where a backdoor Roth conversion might come in, building up to the Mega Backdoor Roth conversation. It is a strategy that allows high-income earners that can't …
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today’s guest is Deanda Wilson. Deanda is a financial planning analyst in the Philadelphia area. Prior to her career in financial services she served as a Portfolio Management Specialist at the US Dept of…
 
Last March, the Fed came in and started buying junk for cash by doing that, it has doubled the amount of artificial money flowing to big banks since 2008. As a result, today’s guest says, the Fed, by criminal standards, is laundering money through the banks. Nomi Prins is the author of “Collusion: How Central Bankers Rigged the World” and a geopoli…
 
People that are in debt are in a difficult situation when it comes to planning for their financial future. It can be difficult enough to amass enough disposable income to pay down their debt, let alone have any left over to put towards retirement! But if they concentrate on paying down the debt, they delay their retirement investing, which puts tha…
 
In the newest installment of Advice You Can Trust, James and Ryan unpack the essential elements a great wealth manager should possess. There are countless financial planners and wealth managers in the world that possess the highest-level of financial understandings attainable. However, it's the great wealth managers that have more than just an unde…
 
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