Cele mai bune Podcast Index Llc podcast-uri (2024)

1
Michael Patchen of Colleva - Artificial Intelligence and An Exciting Way that AI is Helping Develop Better Advisors, Leaders and Employees 45:27

1h ago45:27

45:27

Today, Rusty and Robyn are joined by Michael Patchen, Co-Founder and CEO at Colleva. Key Takeaways Mike’s professional background and how he got where he is today. What inspired the founding of Colleva? What are the challenges that Mike is seeing in the RIA space and how is Colleva helping address these? Also, how does he envision it transforming t…

1
Why Year-End Tax Planning Should Be More Than IRA to Roth Conversions 12:00

20h ago12:00

12:00

“Hey Mike, how do you do year-end tax planning? Discover why there’s more to do at the end of the year than figure out how much you want to convert from IRA assets to Roth assets. Year-end tax planning may also include gifting planning, healthcare planning, and income planning for the next year. Text your questions to 913-363-1234. Request Your Wea…

1
Episode 197: Yay JSON! 1:31:34

4d ago1:31:34

1:31:34

Podcasting 2.0 October 11th 2024 Episode 197: "Yay JSON!" Adam & Dave are joined by Daniel J Lewis to discuss old wounds of podcasting technology and and fan girlz! ShowNotes We are LIT Daniel J Lewis The Audacity to Podcast The Future of Podcasting Podgagement Episodes.FM PodID AI Podcasts listen notes AI Slop - Prayers answered! Free hosting will…

1
Market Minutes Recap - Market Update (Perspectives on the labor market, Fed meeting minutes, and more) 18:39

3d ago18:39

18:39

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on recent market and economic data, including an analysis of the September employment report, the Federal Reserve's September meeting minutes and the latest inflation and unemployment claims data. The discussion covers the potential impact…

1
The Basics of the Bucket Strategy in Retirement 10:06

4d ago10:06

10:06

“Hey Mike, what do you think about the bucket strategy?” Discover how the bucket strategy works when it comes to your retirement income so you can determine if it is right for you or not. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.De către Kedrec LLC

1
The Problem with AUM Fees When You Buy and Hold 7:38

5d ago7:38

7:38

“Hey Mike, I’m having a hard time understanding fees. I am paying my current advisor 1%. All of the mutual funds he has recommended have fees as well. Is this normal?” Get Mike’s not-so-common opinion on advisory fees. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.…

1
A High-Level Overview of Various Investments and Products 29:13

6d ago29:13

29:13

“Hey Mike, can you give a generic rundown of different investments and when they should be used?” Enjoy a high-level discussion of various investments and products, their benefits and detriments, and when you may include them in your portfolio. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.…

1
Various Ways to Take Your 401K and Turn it Into A Retirement Income Plan 9:26

7d ago9:26

9:26

“Hey Mike, I’m struggling with understanding how to generate income from my 401(k). Can you break down your steps and strategies?” Discover some of the basic ways you can turn your 401(k) into a retirement income strategy. Hint: there are more ways to generate income in retirement than lifetime income streams from annuities. Text your questions to …

1
Ryan Issakainen of First Trust - Buffered ETFs, Artificial Intelligence and Much More 49:30

7d ago49:30

49:30

Today, Rusty and Robyn are joined by Ryan Issakainen, Senior Vice President, Exchange-Traded Fund Strategist at First Trust Advisors. Since joining First Trust in January of 2000, Mr. Issakainen has worked in various capacities with Unit Investment Trusts, Closed-Ended Funds, Structured Products, and Exchange-Traded Funds. As an ETF Strategist at F…

1
Ways to Invest in Real Estate (Based on Age and Experience) 6:56

8d ago6:56

6:56

“Hey Mike, what is the best way to invest in real estate for retirement income?” Discover various ways to add real estate to your portfolio and why your age and real estate experience may play a factor in your decision. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.…

1
Episode 196: Red Neck Airforce 1:27:26

11d ago1:27:26

1:27:26

Podcasting 2.0 October 4th 2024 Episode 196: "Red Neck Airforce" Adam & Dave Discuss the ups and downs of the 'industry' and add an appendix to the namespace! ShowNotes We are LIT WNC Jet Fuel Bitcoin for Podcasters Virtual Summit - Adam Curry and More - YouTube 1700 NA - Our secrets AC's BBB Live December 16th Antone's Jim Costello IRC CLOUD Quest…

1
Why Suitability Questionnaires May Not Be Enough 9:29

11d ago9:29

9:29

“Hey Mike, I feel like I am taking too much risk but keep getting reassured that I am fine. Can you expand on how to self-assess the appropriate amount of risk a person should take?” Discover why taking a suitability intake questionnaire may not be enough and what you can do to help find the right risk balance in your portfolio. Text your questions…

1
Understanding the Good, the Bad, and the Ugly of Indexed Universal Life Insurance in Retirement 21:20

12d ago21:20

21:20

“Hey Mike, I’ve been reading about indexed-universal life insurance and how it can be a tax-efficient income stream in retirement. I can’t find the downside. What am I missing?” Discover the benefits and detriments of indexed universal life insurance when it comes to your retirement plan. Text your questions to 913-363-1234. Request Your Wealth Ana…

1
How Often Should You Rebalance Your Portfolio 6:28

13d ago6:28

6:28

“Hey Mike, how often should a person review and rebalance their portfolio?” Join Mike and David as they discuss when it may make sense to rebalance and when it may make sense to leave your portfolio alone. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.…

1
Breaking Down Retirement Savings Plans for Self-Employed Individuals 12:15

14d ago12:15

12:15

“Hey Mike, how should self-employed people save for retirement? For example, should we fund SEP-IRAs? SIMPLE IRAs? It’s a bit confusing, at least for me.“ Discover different ways you can save for retirement if you are a small business owner. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.…

1
Yuri Khodjamirian of Tema ETFs - Strategic Active ETFs and Strategies to Watch 34:07

14d ago34:07

34:07

Today, Rusty and Robyn are joined by Yuri Khodjamirian, Chief Investment Officer of Tema ETFs. Yuri spent over a decade at Majedie Asset Management managing UK and Global portfolios. As co-manager of the Majedie UK Income Fund, he helped build the fund from start-up stage, raising several billion in assets. He later set up his own long-only fund an…

1
Addressing a Potential Conflict of Interest in Annuity Sales 14:04

15d ago14:04

14:04

“Hey Mike, how can you recommend annuities and call yourself a fiduciary? They are full of fees and make insurance companies rich while you get little, if any, back.” Discover the reality of annuities sales and what is going on behind the scenes. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.co…

1
Market Minutes Recap - Market Update (Perspectives on initial unemployment claims, PCE Inflation report, government debt, China, and the equities market) 20:20

17d ago20:20

20:20

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the initial unemployment claims, PCE Inflation report, government debt, China, and the equities market. Speakers: Brian Pietrangelo, Managing Director of I…

1
Episode 195: Grep Pipe 1:37:44

18d ago1:37:44

1:37:44

Podcasting 2.0 September 27th 2024 Episode 195: "Grep Pipe" Adam & Dave dive into persons, profiles and pockets of decreased entropy Adam Curry and Dave Jones discussed the integration of Clicks into Podcasting 2.0, noting their 25-minute meeting. They also mentioned Adam's appearance on the New Media Show, where he discussed the history of No Agen…

1
1031 Exchange Options for Those Trying to Sell Their Investment Real Estate 9:59

18d ago9:59

9:59

“Hey Mike, can you define what ‘like-kind’ means when it comes to 1031 exchanges?“ Discover various investment options for those who are trying to get out of their investment real estate but don’t want to pay an arm and a leg in taxes. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.…

1
The Difference Between Basic Tax Planning and Comprehensive Tax Planning 20:47

19d ago20:47

20:47

“Hey Mike, everyone says they do tax planning, but very few people talk about anything beyond IRA to Roth conversions. Is that really all tax planning is?” Discover what you should expect when it comes to tax planning in retirement. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.…

1
What to do With Your Annuity When it Struggles to Grow 16:48

20d ago16:48

16:48

“Hey Mike, I’ve had an annuity for a few years, and it hasn’t grown much. What are my options and can I get out of it without paying taxes or a surrender penalty?” Discover why some annuities can’t grow their cash value and what you can do about it. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis…

1
Why a Pension Might Not Be Enough for Retirement (and What to Do About It) 7:13

21d ago7:13

7:13

“Hey Mike, how do you plan for retirement if you have a lifetime pension?” Discover risks around the pension and what you could do about it to help prepare for your lifestyle needs in the future. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.…

1
The Brinker Due Diligence Team - Due Diligence and How to Do it Right 43:56

21d ago43:56

43:56

Today, Rusty and Robyn are joined by John Hoffman, Ryan Alderman, Jimmy Dooling, Greg King and Chris Hart from Brinker’s Due Diligence team. Key Takeaways [04:10] - The professional background of each of our guests today and what led them to Brinker. [09:06] - If they had to do due diligence on a due diligence team, what would they look for in that…

1
Why the National Debt Should Concern Those on a Fixed Income 14:47

22d ago14:47

14:47

“Hey Mike, are you concerned about the national debt? Also, how will the debt affect the markets?” Discover why that national debt should concern those who are buying annuities for guaranteed income for life. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.…

1
Episode 194: Freak Off Friday 1:37:21

25d ago1:37:21

1:37:21

Podcasting 2.0 September 20th 2024 Episode 194: "Freak Off Friday" Adam & Dave get into some hot image based namespace talk, Entropy and a new kid of podcast app concept ShowNotes The board meeting of Podcasting 2.0 discussed the integration of banner images into podcast feeds, with competing proposals by Nathan Gathri and Russell from Pod2. Dave J…

1
Market Minutes Recap - Market Update (Perspectives on retail sales, the FOMC recap, and the equities market) 23:58

25d ago23:58

23:58

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the retail sales, the FOMC recap, and the equities market. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy Cindy Honcharenko, Directo…

1
Why the Rule of 100 May Not Make Sense in Retirement 10:23

25d ago10:23

10:23

“Hey Mike, I am 60 years old and am being told that I should have 60% of my money in bond funds. When I ask why, I don’t feel like I get a straight answer. Do you agree with this proposal?“ Discover why it may not make sense to continue to grow your bond fund exposure as you get older. Text your questions to 913-363-1234. Request Your Wealth Analys…

1
Why an Advisor May be Your Spouse’s Back-Up Plan 11:12

26d ago11:12

11:12

“Hey Mike, I have always managed my assets on my own. At some point, I know I won’t have the energy or interest to continue to manage my assets. How does someone vet an advisor and then slowly turn things over to that advisor?” Discover how to create a potential backup plan for your spouse when you pass or struggle to maintain your portfolio manage…

1
What to Expect in a Decreasing Interest Rate Environment 17:09

27d ago17:09

17:09

“Hey Mike, how do you expect the Fed decreasing rates will affect the markets and economy?” Discover how the market and your investments could be affected by decreasing interest rates. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.De către Kedrec LLC

1
Ways to Potentially Lower Your Risk Without Losing too Much Liquidity 10:37

28d ago10:37

10:37

“Hey Mike, I know I am taking too much risk, but I can’t seem to get myself to be OK with anything that is illiquid. Are there other ways I can fund a reservoir without losing my liquidity?” Discover different ways you can potentially lower your market risk when losing liquidity is an issue. Text your questions to 913-363-1234. Request Your Wealth …

1
Jerry Parker of Chesapeake Capital - The Most Successful Turtle Trader: Lessons From a Career of Systematic Investing 1:06:31

28d ago1:06:31

1:06:31

Today, Rusty and Robyn are joined by Jerry Parker, CEO of Chesapeake Capital. Mr. Parker is the Chairman and Chief Executive Officer of Chesapeake and Chesapeake Holding Company. Mr. Parker received a Bachelor of Science degree in Commerce, with an emphasis in Accounting, from the University of Virginia in 1980. Mr. Parker started his trading caree…

1
10 Ways You Can Generate Income in Retirement 15:05

29d ago15:05

15:05

“Hey Mike, I am trying to figure out how to generate income in retirement, but everyone I talk to who says they specialize in income planning sells annuities. What other ways are there to plan income in retirement?” Discover 10 ways you can generate income in retirement and how you can potentially blend them for income diversification. Text your qu…

1
Market Minutes Recap - Market Update (Perspectives on CPI inflation data, the stock market, and next week’s FOMC meeting) 16:59

1M ago16:59

16:59

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the CPI inflation data, the stock market, and next week’s FOMC meeting. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo…

1
Episode 193: Helpful Little Wizards 1:44:08

1M ago1:44:08

1:44:08

Podcasting 2.0 September 13th 2024 Episode 193: "Helpful Little Wizards" Adam & Dave take a stab at reinventing how apps work and speak German Unicode! ShowNotes We are LIT We are for freedom! Specialized Players as Platforms A podcast app that changes its entire recommendation based on my feeds URL or podroll PWA? Podpage idea? Hypercatcher is doi…

1
What Every Spouse Needs to Know Before Their Spouses Passes 12:18

1M ago12:18

12:18

“Hey Mike, my husband has become very ill and is not expected to live much longer. He has lived a wonderful life and will be missed. Among the many things I am concerned about as a soon-to-be-widow, I am most concerned about how to handle the finances when he passes. Any general advice?” Discover what you should expect when your spouse passes away …

1
Decoding What’s Really Happening at Many Retirement Dinner Events 20:12

1M ago20:12

20:12

Have you ever received an invitation to a dinner event that will discuss retirement preparation? Have you ever wondered what is really going on? Listen in as Mike exposes why many financial professionals do these events, what’s in it for them, and what’s really behind many of the common talking points. Text your questions to 913-363-1234. Request Y…

1
Why Long-Term Care Insurance is Problematic 8:22

1M ago8:22

8:22

“Hey Mike, what do you think of long-term care insurance?” Discover why Mike says “If you need it, you probably can’t afford it and if you can afford it, you probably don’t need it.” Learn about alternative ways you can prepare for your future healthcare. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthan…

1
How to Strategically Liquidate Your Delaware Statutory Trust Positions 12:58

1M ago12:58

12:58

“Hey Mike, if I were to get into one of these DSTs, how would I get out?” Discover the various ways you can get into a DST and your various strategies on transitioning your assets, tax efficiently, to other investments or products. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.…

1
Joe Smith of Parti Pris - Direct Indexing and Unified Managed Householding - What Does that Mean? 54:50

1M ago54:50

54:50

Today, Rusty and Robyn are joined by Joe Smith. Joe is Co-founder, Chief Investment Officer and head of Parti Pris’ Investment Strategy Committee. He has executive responsibility for wealthtech platform development, and thought leadership. In his leadership role, he brings deep expertise in applying technology and portfolio optimization tools to po…

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