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Join the Elements team each week as they discuss how to master the emotional (art) and functional (science) jobs of financial planning. You'll learn how monitoring ongoing financial vitals, diagnosing issues, and prescribing creative solutions leads to increased client trust, meaningful conversations, and practice growth.
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Kitces and Carl - Real Talk for Real Financial Advisors

Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

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A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
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The show is called Money Talk. It covers just about everything that affects wealth and financial well-being. Hosted by Dianne Duva, CFP & Neil Krisel, CFA. Dianne Duva, is a Certified Financial Planner and founding Partner of Arlington Financial Advisors, a leading wealth management firm in Santa Barbara. She is a graduate of George Washington University, a Katherine Harvey Fellow and a board member of numerous not for profits. Neil Kreisel, CFA is from New York where he worked in finance fo ...
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The Diamond Podcast for Financial Advisors

Mindy Diamond Financial Advisor Recruiter and Consultant

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Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
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Hosted by Sarah Delahanty, Executive Decisions is a podcast for business leaders. One thing we all know is that successful executives are in a constant state of learning. Our guests share how their professional and personal roles have evolved over the years, what challenges they have overcome on their path to success, and how they manage the increasing financial complexity of life and work. Sarah Delahanty works for SYM Financial Advisors. All opinions expressed by Sarah or any podcast guest ...
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Looking for Christian Counsel on Money Matters? This podcast provides Christian Stewards like you with professional insights about creating a Financial Plan and strengthening your bond with God, all from a biblical perspective. Each episode is based on current news events and insights around the 4 pillars of Christian Investing: -Debt Management -Savings - Investing and -Estate Planning/Family Dynamics The host, A.B. Ridgeway, MBA, CPWA®️ is a Certified Private Wealth Advisor professional, w ...
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Are you a dedicated physician mom or dad, striving to balance your practice and family while securing your financial future? With the demands of work and family life, navigating the complexities of investment options, tax laws, and retirement planning can be overwhelming. Join W. Ben Utley and Nate Reineke, seasoned Certified Financial Planner™ professionals, on a mission to empower physician parents like you with the knowledge and tools needed to achieve long-term financial security. Throug ...
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EmpowHER by SYM Financial Advisors

SYM Financial Advisors

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The EmpowHER Podcast is a platform for women to come together to gain financial insight and strategies with a tribe of brilliant women. CERTIFIED FINANCIAL PLANNER ™️ Michelle Hipskind leads this monthly show. She educates on the many important aspects of financial planning and brings in additional professionals that provide advice in their areas of expertise, giving listeners access to the appropriate professionals that can help solve the problems many women face. In-person events are held ...
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Practical Wisdom from ACP Financial Advisors

Alliance of Comprehensive Planners (ACP)

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In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
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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.
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Financial Advisors Advantage

Brett McDonell - Financial Advisor Sales & Marketing Ally

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Welcome to the "Financial Advisors Advantage" podcast, a specialized and dynamic audio experience designed exclusively for financial advisors and planners seeking to revolutionize their practices. Hosted by Brett McDonell, a seasoned mortgage loan officer with a distinguished track record, this podcast delves into the core of what makes a successful financial advisor in today's competitive landscape. Why Listen to Financial Advisors Advantage? Unique and Actionable Insights: Each episode is ...
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Plan for Life with Canby Financial Advisors

Canby Financial Advisoes

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Are you saving enough for major goals like retirement or your children’s higher education? Does your investment strategy align with your financial objectives? Do you have a plan for distributing your wealth to your heirs and favorite causes?Plan for Life with Canby Financial Advisors is a podcast designed to answer these and other questions to help you anticipate and manage financial challenges and opportunities at every stage of your life. In each episode, host Howard Caplan and a member of ...
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The Elite Advisor Blueprint® is a podcast dedicated to sharing the "blueprint for success" in the independent financial advising world. Based on Brad's decade of experience consulting the top advisors in the US, that could mean doubling your revenue, doubling your vacation, or BOTH! Continuing the successful formula of idea sharing that led Advisors Excel to be the #1 player in its industry, Brad distills the best advice from top thought leaders and applies it to the world of independent fin ...
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show series
 
In this episode of Elementality Jordan Haines talks with Erik Baskin, founder of Baskin Financial, about client spending. After discussing Erik’s journey into financial services and why experimenting has brought him explosive growth, they discuss how to incorporate budgeting and spending tracking into his process.…
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With Reza Zamani – Founding Partner and Chief Executive Officer, SteelPeak Wealth Overview After a dozen years in the wirehouse world, Reza Zamani began to recognize the limitations inherent to the model. So in 2012, he left to launch SteelPeak Wealth with $250mm in AUM. Today, they manage $3B and have 20 advisors on their team. Reza discusses how …
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Today we dive into the surprising bankruptcy filing of Antonio Brown, unpacking the nuances of Chapter 11 bankruptcy and its implications for individuals like Brown who own multiple businesses. Ridgeway highlights the importance of understanding the distinction between Chapter 11 and Chapter 13 bankruptcies and discusses how Chapter 11 can serve as…
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In our 138th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to optimize your time by identifying what you consistently do—and would love to stop doing. For full show notes, see kitces.com and thesocietyofadvice.com.
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Welcome back to the show Quantum Growth for Financial Advisors listeners! Today we welcome back Paul G. McManus and Tony Maree Torrey of More Clients More Fun (MCMF) Publishing to discuss going deeper on synergistic marketing in the financial services industry. Paul and Tony introduce the concept of the “influencer accelerator” strategy to leverage…
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How do I use my 529 to pay for college? Should I make regular 529 withdrawals or can I leave the 529 money in the account growing tax free as long as possible? I received a large inheritance, should I pay off my 2.5% mortgage? Should I count on merit based scholarships? Should I let my 1-year CD rollover at Alliant or move it to a cash reserves acc…
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Episode Summary: In this episode of "Financial Advisors Say the Darndest Things," host A.B. Ridgway delves into the unsettling reality of how our phones seem to predict our desires and actions, raising questions about privacy, consent, and the power of advertising algorithms. By dissecting the mechanisms behind targeted ads and personalized content…
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A.B. Ridgeway provides a quick message about God and Money. We cannot serve two masters. So what do we do? In this episode, A.B. Ridgeway shares how he deals with loving God but also accumulating wealth. #god #money #podcast #stewardship 💵Sign up for a Christian Finance Consultation and create your Financial Plan Today! https://calendly.com/abridge…
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Summary: In this riveting episode of "Financial Advisors," host A.B. Ridgeway delves into the controversy surrounding Candice Owens' departure from Daily Wire, sparking a heated debate about free speech and corporate accountability. With piercing insights and candid commentary, Ridgeway unpacks the intricacies of the situation, urging listeners to …
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Episode Summary: In this episode of "Financial Advisors, Say the Darnedest Things," the host delves into the common misconception of investing before managing debt, using Dave Ramsey's principles as a guide. Listeners learn about the importance of debt management and the two main strategies: the debt avalanche and the debt snowball. Through insight…
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In this episode of "Financial Advisors Say the Darndest Things," host A.B. Ridgway shares a remarkable story of survival and faith. The episode recounts the harrowing experience of Sydney Thomas, a semi-truck driver who found herself dangling over the Ohio River after a heart-stopping crash. Through Sydney's firsthand account, listeners gain insigh…
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Episode Summary: In this episode of "Financial Advisors Say the Darndest Things," host AB Ridgway explores what are the contribution limits for retirement accounts in 2024? He also explores the intricacies of retirement account contribution limits, emphasizing the importance of understanding and maximizing these limits. Ridgway navigates through ch…
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In this episode of Elementality Abby Morton, CFP®, Director of Advisor Success at Elements, and Jeff Morgan, our head of marketing talk about the six things advisors can implement to enhance their marketing efforts. These tips include: Help prospects know, like and trust you Identify your prospects’ pain points Know your prospects’ language Stay to…
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With Rob Nelson – CEO and Founder, NorthRock Partners Overview Since his last visit on the show 5 years ago, Rob Nelson’s NorthRock Partners has grown exponentially, serving a high net worth client base of professional athletes, entrepreneurs, and corporate executives. Rob offers valuable lessons derived from finding the “clearest path to excellenc…
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AB Ridgeway delves into California's budget deficit crisis, sparked by Governor Gavin Newsom's proposal for spending cuts. Ridgeway discusses the implications of these cuts, their impact on various programs, and the broader significance for Newsom's political career. Key Takeaways: Leadership by Example: Ridgeway underscores the importance of leade…
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A.B. Ridgway discusses the recent decision by a federal judge to temporarily halt the Biden administration's plan to lower credit card late fees. Ridgway reflects on his earlier predictions about potential resistance from credit card companies and emphasizes personal financial responsibility in light of regulatory interventions. Key Takeaways: Pers…
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AB Ridgway explores the intersection of money, intellect, and faith by delving into the insights of two influential figures, Dave Ramsey and Jordan Peterson. He discusses the importance of intellectual engagement and articulation, especially in defending traditional Christian values and beliefs amidst societal challenges. Key Takeaways: Speaking Up…
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Episode Summary: The recent layoffs in Tesla's electric vehicle charging team have raised concerns about the future of charging infrastructure, potentially affecting President Biden's initiative to electrify U.S. highways. This episode explores the implications of these layoffs and their impact on the expansion of charging stations across the count…
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Episode Summary: Former NBA champion Glenn "Big Baby" Davis has been sentenced to 40 months in prison for his involvement in defrauding the league's healthcare plan of millions of dollars. This episode delves into the consequences of greed, the love of money, and how Davis went from being a sports star to a convict. Key Takeaways: The Temptation of…
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In this current economy can you afford to leave your job if it is too toxic? It looks like miss USA's resignation letter accuses the organization of toxic work culture so this raises the question are you who you want to be or are you only what you have to be? Episode Summary: In this episode of "Financial Advisors Say the Darndest Things," host AB …
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Episode Summary: It looks like Social Security cost of living adjustment forecast is going to set back many retirees with a forecast of only 2.6% which many are saying is not enough to fight inflation. In this episode of "Financial Advisors Say The Darndest Things Podcast," host A.B. Ridgeway delves into the challenges facing retirees due to the So…
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Episode Summary: A.B. Ridgway shares a bizarre story about a Midland woman found living inside a Family Fare grocery store sign for almost a year. Despite the unconventional living situation, the woman had managed to set up a comfortable living space with various amenities, raising questions about how she gained access and survived undetected. Ridg…
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AB Ridgeway delves into a startling case of flight attendants allegedly smuggling millions in drug money out of the country to the Dominican Republic, highlighting the vulnerabilities in airline security and the moral implications of seeking wealth through illicit means. Through detailed analysis and biblical references, Ridgeway underscores the im…
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Episode Summary: In this episode of "Financial Advisors Say The Darndest Things," host AB Ridgeway explores the psychology behind consumer behavior, particularly focusing on the allure of coupons and discounts. Using the example of Burger King's promotional offers, Ridgeway delves into how these seemingly beneficial deals can actually lead to unnec…
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Episode Summary: In this episode of "Financial Advisors Say the Darndest Things," we follow a man who compared the prices of ONE meal ordered 3 different ways. 1) Through a delivery service 2) Getting it himself and 3) Going to the store and making it himself. The host AB Ridgeway delves into the issue of Americans living paycheck to paycheck. He h…
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Episode Summary: In this episode we draw attention to the recent tragic death of a 35-year-old junior banker from Bank of America and US Army Veteran. Ridgway emphasizes the importance of maintaining a healthy work-life balance and prioritizing one's well-being over career ambitions. Reports are not saying the cause of death is his workload but the…
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Show Notes: In this thought-provoking episode, host explores the concept of morality through the lens of the "shopping cart theory." He challenges listeners to contemplate whether returning a shopping cart is the ultimate litmus test for determining one's character. This short but insightful podcast encourages introspection and discussion about per…
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Episode Summary: Your Social Security may be at risk. It is being reported that Social Security benefit cuts are projected to be delayed until 2035 but is that enough? What does that mean for you, the retiree in the future. Ridgeway emphasizes the importance of understanding one's maximum Social Security retirement benefit and encourages listeners …
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In this episode of Elementality Reese Harper is joined by Michael Kitces, Chief Financial Planning Nerd, and co-founder of XY Planning Network as they discuss trends in advisory firm growth. Michael shares his personal journey and strategies for writing impactful content, growing a financial advisory practice, and exploring new service models like …
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With Ed Friedman, Director of Business Development and Growth at Summit Financial Overview The Director of Business Development and Growth, Ed Friedman, shares the secret sauce driving Summit’s growth surge. It’s a perspective on the evolved independent space, with actionable advice on culture, outsourcing, the value of minority investors, and othe…
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In this episode of "Financial Advisor, Say the Darndest Things," tensions escalate in the rap world as a shooting occurs outside Drake's Toronto mansion amid his ongoing feud with Kendrick Lamar. Though Drake emerges unharmed, a security guard is seriously injured, prompting concerns about safety and the consequences of such conflicts. AB Ridgeway,…
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Episode Summary: In this episode, AB Ridgeway discusses the prevalence of romance scams and their devastating financial consequences, particularly within the context of cryptocurrency investments. Drawing from real-life examples, he highlights the vulnerability of individuals seeking companionship and explores the psychological factors that make th…
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Episode Summary: In this episode, AB Ridgeway delves into the modern culture of weddings, emphasizing the divergence from their original spiritual significance. He highlights the excessive spending and focus on materialism, urging listeners to reconsider the purpose and essence of Christian marriage. Key Takeaways: Marriage's Spiritual Foundation: …
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Episode Summary: In this episode, Charles Barkley shares insights on financial responsibility, drawing from his personal experiences and lessons learned as a former NBA player. He discusses the common pitfalls that lead to financial ruin among athletes and emphasizes the importance of wise money management for long-term sustainability. Key Takeaway…
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A.B. Ridgeway delves into the recent changes in Costco's food court policy and its implications for both members and non-members. As Costco tightens its membership requirements to access food court deals, A.B. explores the economic reasoning behind this decision and its potential impact on consumers. Key Takeaways: Costco's Membership Strategy: A.B…
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Episode Summary: In this episode of "Financial Advisors Say the Darndest Things," host A.B. Ridgway discusses the pervasive trend of diluting Christianity, paralleled with the commercialization of "lite" versions of various products. Drawing from Glenn Berto's book "Christianity Liked: Stop Drinking a Watered Down Gospel," Ridgway emphasizes the ne…
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Episode Summary: The primary fear of many Christian investors is running out of money in retirement. In this episode, Ridgeway explores the concept of the 4% retirement rule and its implications in today's economic climate, drawing insights from financial experts like Suze Orman. Key Takeaways: The 4% Retirement Rule: Ridgeway explains the origin o…
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Episode Summary: In this episode, AB Ridgeway discusses the recent controversy surrounding Candace Owens' departure from the Daily Wire, shedding light on the reported gag order imposed by the conservative outlet. Owens' call for a debate with Ben Shapiro seemingly triggered this response, revealing underlying tensions and ideological clashes withi…
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Episode Summary: In this episode, AB Ridgeway delves into the controversy surrounding Candace Owens' firing from the Daily Wire and the subsequent gag order imposed on her. He explores the implications of this situation and invites listeners to reflect on the underlying motivations behind such actions. Key Takeaways: Freedom of Speech vs. Silencing…
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Episode Summary: You're just coming off of divorce you're rebuilding your life. You find somebody that you love and you care about, you build a relationship for seven years, your business takes off to gain $1.5 million, and you are thinking of ending it. On the Dave Ramsey show, a caller is wondering if the financial success is becoming a barrier t…
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Episode Summary: Two teen boaters are facing third degree felony charges for pollution after they were caught on video dumping trash into the Atlantic Ocean during a South Florida boating party. In this episode, AB Ridgeway discusses the repercussions faced by two teen boaters drawing parallels between their actions and short-sighted financial deci…
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Catholic priest Bishop Barron delivers a profound explanation of God as being itself, transcending categorical definitions. He challenges the notion of attempting to confine God within human constructs and relates this concept to the financial world, emphasizing the importance of understanding what can and cannot be controlled. Key Takeaways: God B…
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Episode Summary: What does Tia Mowry, Britney Spears, Jeannie Mai, Jeezy, Idris, and Lynn Toler have in common? They all are dealing with what happens after divorce. In this episode, we delve into the emotional and spiritual challenges of divorce through the heartfelt testimony of a woman who experienced unexpected marital dissolution. Despite her …
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Episode Summary: In this episode, Dave Ramsey addresses a listener's dilemma after inheriting money from their deceased brother. The listener's brother had named them and their eldest son as beneficiaries, causing tension with the deceased brother's children who feel entitled to the money. Ramsey offers insights into the importance of proper estate…
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Join us in this thought-provoking episode as we delve into Russell Brand's recent baptism and explore the profound implications of his spiritual journey. From battling addiction to finding solace in faith, Brand's transformation sheds light on the enduring struggle between worldly pleasures and spiritual fulfillment. Key Takeaways: Russell Brand's …
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In a surprising turn of events, Candace Owens reveals her conversion to Catholicism, prompting reflections on the intersection of faith, personal growth, and life circumstances. Delve into the significance of this decision and its implications for Owens' personal and professional journey. Join the conversation as listeners contemplate the timing an…
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In this episode of Elementality Jordan Haines, CFP® is joined by Abby Morton, CFP®, Director of Advisor Success at Elements. They discuss an important aspect of a new client’s and a prospect’s initial journey with a financial advisor: time to value. Listening to this conversation you’ll learn that while taking a long time (i.e. 45 days) to deliver …
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