พอดคาสท์ A Advisor ชั้นนำ (2024)

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Ep 32: How This 177-Year-Old Bank Innovates // Nitin Mhatre 29:32

19h ago29:32

29:32

It’s action packed in banking right now as regulatory uncertainty mounts with the looming presidential election. Today on the show, Al and Steve pick the brain of Nitin Mhatre, the CEO of Berkshire Bank, on the most pressing issues in banking. They explore the tension of a bank changing for the times while preserving its relationship-driven company…

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What is Long-Term Care Insurance? 19:42

1d ago19:42

19:42

One of the big questions that needs to be addressed in retirement planning is how will you be taken care of later in life. Most people don’t want to think about long-term care when they’re young and healthy, but it could be one of your biggest expenses in retirement. Many retirees plan by getting long-term care insurance but is that something you s…

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Building an Investment Strategy for Retirement 15:20

8d ago15:20

15:20

Investment planning is more than just putting your money in the stock market. It's about aligning your investment portfolio with your specific retirement goals. Today we’ll get into our approach to investing. This process involves understanding how much risk you're willing and able to take, and then building a portfolio that matches those parameter…

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Episode 200 - Library Fiction 1:18:41

10d ago1:18:41

1:18:41

It’s episode 200, which means it’s (finally) time for us to discuss Library Fiction! We talk about the stereotypes and tropes of library fiction, unacknowledged work of library workers, plus we talk way more about our actual jobs than we usually do. You can download the podcast directly, find it on Libsyn, or get it through Apple Podcasts or your f…

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Why Income Planning is Essential for Retirement 16:46

15d ago16:46

16:46

One of the biggest hurdles for retirement is getting past the idea of no longer having a paycheck coming in. That transition from saving to distribution can be daunting, but it’s essential for building a retirement plan that gives you the confidence to walk away from work. In this episode, we’re diving into one of the key pillars of retirement plan…

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Ep 31: The Recipe for Growing a Bank in 2024 with WesBanco’s Jeff Jackson 28:21

16d ago28:21

28:21

As Jeff Jackson, the CEO of WesBanco, sees it, M&A activity can only go up. In this episode, Al and Steve chat with Jeff about why that is and what is at stake for community banks across the country. They also explore other banking classics, including what the future of delivery in banking looks like, how to retain employees and what has helped the…

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Getting to Know Ryan Wyatt of WYZE Wealth 15:43

23d ago15:43

15:43

Welcome to the first episode of Retire Right, a show dedicated to helping you navigate your path to retirement with the guidance of WYZE Wealth Advisors. Before we dive into financial planning and all the topics associated with building a portfolio for retirement, we wanted to introduce you to Ryan Wyatt, CFP®, CIMA®, one of the wealth advisors on …

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Episode 199 - Summer Media Update 49:45

24d ago49:45

49:45

It’s time for our Summer Media Update! We’re talking about podcasts, videos, books, comics, games and more that we’ve recently enjoyed! We discuss Balatro, Carter Vail, Catwoman, and beading! You can download the podcast directly, find it on Libsyn, or get it through Apple Podcasts or your favourite podcast delivery system. In this episode Anna Fer…

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Ep 30: Who's Swimming Without a Bathing Suit? 24:29

30d ago24:29

24:29

The frequent flyer miles are overflowing for Steve and Al as they continue to visit banks across the country. In this episode, they dish on the burning C-suite issues, including: recession risks, core deposit growth challenges (and ideas to overcome them) and an area they believe bankers need to step it up on – their succession planning. Don’t worr…

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Episode 198 - Yaoi, Danmei, and BL 1:36:15

1M ago1:36:15

1:36:15

This episode we’re discussing the romance(?) genre(s?) of Yaoi, Danmei, and BL. We talk about tropes, themes, shelving, not understanding fiction from other cultures, and more! Plus: We probably make a bunch of mistakes. You can download the podcast directly, find it on Libsyn, or get it through Apple Podcasts or your favourite podcast delivery sys…

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Episode 197 - Law & Legal Non-Fiction (for the layperson) 1:11:06

2M ago1:11:06

1:11:06

This episode we’re discussing the genre of Law & Legal Non-Fiction (for the layperson)! We talk about how so much of our lives are affected by laws, the challenges of reading (and understanding) legal non-fiction, and whether a whale is a fish. You can download the podcast directly, find it on Libsyn, or get it through Apple Podcasts or your favour…

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Episode 196 - Battle of the Books 2024: One Book One Podcast 35:37

3M ago35:37

35:37

This episode we’re giving our book pitches for our Battle of the Books 2023! Each of us has picked one title that we think we should all read and discuss and you get to vote for which one it is! Will we read Trust Kids!: Stories on Youth Autonomy and Confronting Adult Supremacy edited by carla joy bergman, The Seep by Chana Porter, A Wizard's Guide…

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What if I am wrong? 25:48

3M ago25:48

25:48

Sean and Ben often ask themselves if they're actually helping their clients, or if they may have made a mistake. Ben had a client who was certain he could handle his estate planning needs on his own, without Ben. Spoiler alert: He didn't.โดย Sean Kernan

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Why you would want a CFP financial advisor — and 3 reasons it may not matter as much as you think 8:39

3M ago8:39

8:39

Sean talks about why you may or may not want to work with a Certified Financial Planner as your financial advisor. A CFP license holder might be the best advisor for you. But does it really make a difference?โดย Sean Kernan

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When you should definitely NOT invest in an annuity! 4:55

3M ago4:55

4:55

If you want to invest in an annuity, you need to have a solid reason to use this long-term financial vehicle. And you should definitely have a financial advisor helping you determine if the annuity is your best option, or if another type of investment might better suit your needs.โดย Sean Kernan

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If your financial advisor only recommends annuities, they aren't a financial planner or advisor 9:45

3M ago9:45

9:45

Sean explains why someone who specializes in pushing annuities could be dangerous for your financial well-being — and the three red flags you need to be aware of.โดย Sean Kernan

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How to check a financial advisor's public disciplinary history 16:39

3M ago16:39

16:39

Sean wants you to know how to check up on your potential financial advisor — because you need to know as much as possible about the individual — using a tool called BrokerCheck.โดย Sean Kernan

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The FASTEST and EASIEST way to confirm that your financial advisor is NOT running a scam 3:50

3M ago3:50

3:50

Sean recounts a thread in one of his Facebook groups where a member was dealing with a case of fraud, and didn't know where some of his money was. Sean recommends asking two questions: Who holds my money? and Who prints my statements?โดย Sean Kernan

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When you would NOT want a fee-only financial advisor 10:58

3M ago10:58

10:58

Sean discusses the situations when you want a financial advisor who's paid on commission, and why fee-only shouldn't be a hard, fast limit for you.โดย Sean Kernan

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Pros & Cons of working with a newer financial advisor 7:59

3M ago7:59

7:59

Sean gives you the ups and downs of hiring a less-experienced financial advisor.โดย Sean Kernan

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What does "I am a fiduciary" even mean? 8:51

3M ago8:51

8:51

Sean defines "fiduciary" with a little help from the Eternal Source of Truth - Wikipedia. Then he talks about financial advisors who are or aren't fiduciaries, and what that means for you.โดย Sean Kernan

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How to Think About Costs 40:08

3M ago40:08

40:08

Sean and Ben chat about a simple question with a complicated answer: How much does it cost to do a Roth conversion? There are many ways to answer "How much will this cost?" and they can become overwhelming .โดย Sean Kernan

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How to upgrade your financial advisor — at half the cost and twice the value 8:10

3M ago8:10

8:10

Sean discusses why you may be unhappy with your financial advisor and what to do in that situation. He's happy to help you navigate finding a new advisor who's a better fit for you.โดย Sean Kernan

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Dirty little secrets of financial advisor compensation models 17:38

3M ago17:38

17:38

Sean shares five secrets some financial advisors don't want you to know about in regards to their fees.โดย Sean Kernan

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Beware of must-have lists for your financial advisor 12:13

3M ago12:13

12:13

Sean addresses common must-have ideas around hiring a financial advisor, and why they can make you miss out on your ideal advisor.โดย Sean Kernan

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Financial Advisor Fees - a surprisingly simple question to see if you're a good fit for an advisor 7:52

3M ago7:52

7:52

Sean discusses the simple question to ask potential financial advisors, to see if they might be a good fit for you.โดย Sean Kernan

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How to get 18 potential fit financial advisors in 24 hours 4:15

3M ago4:15

4:15

Sean brings up a case study of a relatively young couple looking for financial advisors. He can help you find financial advisors who could be a good fit for you. Don't hesitate to reach out!โดย Sean Kernan

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The WRONG questions to ask a potential financial advisor 4:44

3M ago4:44

4:44

Sean talks about questions that you absolutely do not want potential financial advisors to answer without asking a dozen questions back at you.โดย Sean Kernan

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The 80/20 rule 23:38

3M ago23:38

23:38

Sean and Ben discuss the 80/20 rule, or the Pareto Principle. Italian economist Vilfredo Pareto observed in 1906 that 80% of the land in Italy was owned by 20% of the population. He looked at other nations and saw that the ratio was the same.โดย Sean Kernan

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Compared to what? 34:13

3M ago34:13

34:13

Sean and Ben talk about the dangers of asking "Compared to what?" In Dallas in summer, it's hot. "Compared to what?" Compared to Alaska? Jupiter? your normal temperature? A refrigerator? The heart of a volcano?โดย Sean Kernan

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The secret of interviewing a potential financial advisor 9:45

3M ago9:45

9:45

Sean discusses the super secret question you should ask any potential financial advisor. In fact, it's so secret, he mentions it 20 seconds into the episode!โดย Sean Kernan

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Episode 195 - Pop(ular) Culture Non-Fiction 1:00:27

3M ago1:00:27

1:00:27

This episode we’re discussing the topic of non-fiction Pop Culture books! We talk about cult classics, the Disney channel, the futch scale, and being Eldritch Millennials. You can download the podcast directly, find it on Libsyn, or get it through Apple Podcasts or your favourite podcast delivery system. In this episode Anna Ferri | Meghan Whyte | …

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Ep 29: Are You Ready For Some… Bank CEO Perspective // Mike Daniels 25:44

4M ago25:44

25:44

Mike Daniels, the chairman and CEO of Nicolet Bank and Green Bay Packers’ board member, talks to Al and Steve about what it takes for a community bank to flourish right now and the NFL offseason. They also chat about how to preserve company culture when the business is scaling and offer tips on what not to do in pursuing deposits. Also, Mike provid…

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Episode 194 - Indie Publishers 1:05:14

4M ago1:05:14

1:05:14

This episode we’re discussing the topic(?) of Indie Publishers! We talk about how to define an indie publisher, weirdo metro stories, song lyrics, and more! You can download the podcast directly, find it on Libsyn, or get it through Apple Podcasts or your favourite podcast delivery system. In this episode Anna Ferri | Meghan Whyte | Matthew Murray …

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Ep 28: The Lessons of '24 (So Far): This Is Going To Be Rough! 21:35

5M ago21:35

21:35

In this episode, Al and Steve discuss the mounting scrutiny on banking-as-a-service providers, the perplexities tied to a higher interest rate environment and the mounting concerns of succession planning. But it’s not all doom and gloom. Your hosts also chat about when M&A activity will pick up, how to preserve and nurture creativity while also mit…

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How to Make Perfect Short-Term Predictions 40:35

5M ago40:35

40:35

Sean and his colleague, Ben, discuss making short-term predictions - which people have no logical way to make. Even certified financial professionals can't predict whether the stock market is going to be up, down, or flat six months from now.โดย Sean Kernan

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The surprisingly simple BEST question to ask a financial advisor 6:37

5M ago6:37

6:37

This approach allows you to observe the advisor’s process and how they interact with clients. Pay attention to the direction of the discussion and how comfortably it flows. Feeling at ease during this conversation is a positive indicator of their client handling skills.โดย Sean Kernan

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How to find a financial advisor - evaluating the common questions you're told to ask 15:59

5M ago15:59

15:59

If you ask anyone who has a financial advisor for the best tips on finding one who fits your style, they'll give you the questions you "just have to ask" before you choose one. Sean provides a deeper look into what typical advice you might hear and how to carefully question this guidance.โดย Sean Kernan

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Questions to ask yourself before finding a financial advisor 10:25

5M ago10:25

10:25

Settling your wants and needs from a financial advisor is crucial — because for all intents and purposes, they'll be your partners in ensuring your financial future. Want to retire at 40? Tour the world? Make sure your kids can go to Harvard? Financial advisors can help you reach any or all of those big dreams.…

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Why would you pay a 1% per year AUM financial advisor fee? 10:33

5M ago10:33

10:33

Sean explains specific fee structures and what they mean for your investment. For example, if you have $1.8 million in assets under management (AUM), you're paying $18,000/year in fees.โดย Sean Kernan

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How do I ask my financial advisor what my fees are? 17:41

5M ago17:41

17:41

Sean gives you advice about questions you should ask your financial advisor about their fee structure. It Includes not only how much the advisor earns, but also how much is paid to your investment vehicles, transaction fees, and more.โดย Sean Kernan

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Do I need a financial advisor? 16:02

5M ago16:02

16:02

Join Sean Kernan as he answers all the burning questions about finding and working with a financial advisor. In this episode, he answers the burning question on many peoples' minds — whether they even need a financial advisor in the first place.โดย Sean Kernan

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Episode 193 - Spring Media Update 1:04:59

5M ago1:04:59

1:04:59

It’s time for our Spring Media Update episode! We talk about art installations, manga, board games, comics, and birds. So many birds. You can download the podcast directly, find it on Libsyn, or get it through Apple Podcasts or your favourite podcast delivery system. In this episode Anna Ferri | Meghan Whyte | Matthew Murray | Jam Edwards Join our …

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Episode 192 - Non-Fiction Graphic Novels & Comics 1:22:05

5M ago1:22:05

1:22:05

This episode we’re discussing the format of Non-Fiction Graphic Novels & Comics! We talk about what we even mean when we say “non-fiction,” comics vs. graphic novels, art vs. writing, memoirs vs. other stuff, and more. Plus: It’s been over 365 days since our last gorilla attack! You can download the podcast directly, find it on Libsyn, or get it th…

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Ep 27: The bold bankers with Al Dominick and Mary Wisniewski 21:20

6M ago21:20

21:20

It’s hard to stand out in banking but not impossible. In this cross-over edition of Plugged In, Al Dominick sits down with Mary Wisniewski to explore talent retention, theatrical innovation acts and the importance of the return on tech. They also get into mistakes banks make (ahem, on their social media video efforts) and introduce Mary's new show,…

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EP #7: Navigating the Seas of Private Equity M&A: Charting the Course for Financial Finesse and Strategic Exits 19:02

6M ago19:02

19:02

Join Russell Cohen and myself, Jeremy Wolf, on a journey to the heart of financial finesse in the fast-paced world of private equity-backed M&A transactions. We pledge to uncover the layers behind pristine financial records that are essential when courting private equity buyers—think of it as financial matchmaking where only the cleanest, GAAP-comp…

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Episode 191 - Dark Fantasy 1:15:38

6M ago1:15:38

1:15:38

This episode we’re discussing the fiction genre of Dark Fantasy! We talk about horror, grimdark, violence, amoral protagonists, epic fantasy vs small scale fantasy, the importance of tone, and more! You can download the podcast directly, find it on Libsyn, or get it through Apple Podcasts or your favourite podcast delivery system. In this episode A…

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Ep #6: Exploring the Nuances of M&A Deal Valuation 11:24

7M ago11:24

11:24

Unlock the enigma of company valuation with us, Russell Cohen and my co-host Jeremy Wolf, as we dissect a mammoth $100 million M&A deal. Ever wondered what really drives the price tag of a business? We're peeling back the layers of EBITDA, uncovering how this financial cornerstone influences a company's market value and why the multiples of EBITDA …

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EP #5: Mastering Multi-Million Dollar M&A: Russell Cohen's Guide to Funding and Deal-Making Success 15:24

7M ago15:24

15:24

Unlock the secrets to multi-million dollar deal-making with M&A maestro Russell Cohen in our latest podcast episode. He's peeling back the curtains on the recent $100 million roofing company acquisition, revealing the pivotal role of funding structures in large-scale M&A. This is not just another business talk; it's a rare opportunity to absorb the…

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A Advisor พอดคาสต์

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