הפודקאסטים הטובים ביותר ב-Investmentmanagement (2024)

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Challenging Nostalgia: Millennials, Boomers, and Rose-Colored History 32:05

4d ago32:05

32:05

Today, we're diving into the second part of a two-part series aimed at reversing some of the doom and gloom that seems so prevalent in American discourse today. Recent polls show that only 25% of Americans are satisfied with how things are going, but is the outlook really so bleak? In part one, we covered the current state of the U.S. economy, Anas…

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Not All Clients Need Financial Planning [190] 10:53

5d ago10:53

10:53

In this episode Jordan explores whether every client truly needs a full-fledged financial plan or if advisors are simply wielding a hammer that makes every problem look like a nail. He shares insights into how he identified Elements’ core value proposition from interviews with top advisors who identified the Elements Scorecard as their most valuabl…

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Retirement Year End Planning: Tax-Loss Harvesting 48:56

6d ago48:56

48:56

Welcome to a transformative episode where we delve into year-end financial strategies to optimize your retirement planning. Join us as we discuss tax-loss harvesting with Erin Coe, a seasoned planner and tax expert. Learn how to strategically sell capital assets at a loss to reduce your tax burden and explore the nuances of capital gains, wash-sale…

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The Case For Coaching As A Separate Service [189] 33:24

14h ago33:24

33:24

Jordan Haines and Abby Morton dive into the emerging field of financial coaching as a standalone service. Abby shares a compelling story of how a simple one-hour coaching session transformed her friend's financial outlook without the need for ongoing planning or comprehensive wealth management. Together, they explore the differences between financi…

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Think Smart, Retire Smarter: Razor Sharp- Occam and Hanlon 34:49

13d ago34:49

34:49

Welcome to our latest episode, where we focus on empowering your retirement journey with clarity and energy. Today, we delve into two powerful mental models, Occam's Razor and Hanlon's Razor, to simplify your retirement planning and decision-making processes. We also welcome back Dr. Bobby Dubois in our Rock Life segment, where he shares insights o…

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Undecided Boaters 37:39

15d ago37:39

37:39

This week, Will and Adam discuss how markets typically respond to the election cycle, and the importance of staying committed to the long-term view when it comes to investing. We also do a deep, some may say submarine, dive on the phenomenon causing some of the extreme weather we are seeing, and compare this type of explosion and its effects to how…

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Hope Beyond the Headlines: Why the U.S. Economy is Stronger Than You Think 29:09

18d ago29:09

29:09

Previously, we discussed market volatility leading up to the U.S. election. Today, we're diving into the first part of a two-part series aimed at reversing some of the doom and gloom that seems so prevalent in American discourse today. Recent polls show that only 25% of Americans are satisfied with how things are going, but is the outlook really so…

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Why Value Adds Are Hurting Your Business [188] 9:47

8d ago9:47

9:47

Jordan discusses why adding too many "value-adds" to your financial advisory services might actually be hurting your clients and your business. Drawing from his experience working at a hot dog shop famous for its special sauce and simple menu, Jordan illustrates the power of a focused core value proposition. During this episode you’ll learn: The im…

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Think Smart, Retire Smarter: Circle of Competence 46:08

20d ago46:08

46:08

In this episode, we delve into the concept of the Circle of Competence, a key principle in the mental mindset arsenal. We also feature Karen's inspiring story of transitioning from accumulation to decumulation, redefining her retirement journey. Join us as we explore the importance of deep knowledge versus surface understanding, and how you can app…

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A Modern Service For Modern Clients [187] 7:12

10d ago7:12

7:12

Jordan Haines shares his experiences from the recent XYPN Live conference, where he joined Reese Harper and Carl Richards to lead a four-hour session on accelerating the pace of financial advice. Jordan reflects on how the traditional financial planning process—often taking up to 10 hours per client—may not meet the needs of modern consumers seekin…

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Think Smart, Retire Smarter: The Map vs The Territory 50:30

27d ago50:30

50:30

Join us in this insightful episode as we explore the concept of 'The Map vs. The Territory' in retirement planning. Discover how mental models can enhance decision-making and lead to a more fulfilling retirement. Our special guest, Dr. Daniel Crosby, discusses his latest book, "The Soul of Wealth," offering profound insights into achieving soulful …

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Why Social Security Matters for Millennials and Gen Z 30:08

1M ago30:08

30:08

In this episode, we're diving into a topic that often seems distant for younger generations: Social Security. Many millennials and Gen Zers might think Social Security won't impact them for decades, but it's crucial to start understanding it now. We begin with a brief history of Social Security and explain how it works in the U.S. We'll explore why…

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Unlock More Consultations By Killing Complexity [186] 20:43

1M ago20:43

20:43

What if you could cut your client meeting prep time in half and double the number of people you serve without feeling overwhelmed? In this episode of Elementality, Jordan Haynes shares a transformative conversation between Reese Harper and Carl Richards. They dive into the costly and time-consuming nature of traditional financial planning and unvei…

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Think Smart, Retire Smarter: Second Order Thinking 1:31:29

1M ago1:31:29

1:31:29

Welcome to the second week of our series on improving decision-making skills with mental models to help you rock retirement! This week, we delve into the concept of second order thinking, also known as the law of unintended consequences. Learn how to think beyond immediate outcomes and explore the long-term impacts of your decisions, whether it's b…

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Not Chicken Anymore 44:27

1M ago44:27

44:27

We recap the historically strong year-to-date performance of equities and compare Q3 versus the first half of the year. We also delve into the potential market implications of the upcoming presidential elections as well as the ongoing (and escalating) conflict in the Middle East. Learn more about Formidable Asset Management, Will Brown, and Adam Ea…

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How To Build a 10-Min Data Gathering Process 27:45

1M ago27:45

27:45

In this episode of Elementality, Jordan Haines, financial vitals expert at Elements, dives into his favorite part of the financial planning process—data gathering! Discover how simplifying your data collection and focusing on what's "good enough" can supercharge your 30-minute consultations with clients and prospects. Jordan shares practical tips t…

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Think Smart, Retire Smarter: Inversion 54:26

1M ago54:26

54:26

Welcome to another insightful episode where we kick off a month-long series on improving your decision-making abilities. This week, we delve into the concept of inversion, a powerful mental model that can significantly enhance your retirement planning. Learn how to avoid common unforced errors and make better decisions to ensure a successful retire…

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Finance and Romance: Managing Money When One Partner is the CFO - with Dean Ensley 38:53

2M ago38:53

38:53

In today's episode, Anastasia is joined by a special guest--her husband Dean--to explore the intersection of finance and romance. Managing finances in a relationship has its challenges, especially when one partner takes on the role of the "CFO" while the other is more hands-off. We share our personal experiences of navigating money management toget…

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4 Things To Unlock Conversations At Scale [184] 11:04

2M ago11:04

11:04

Host of Elementality, Jordan Haines, CFP®, discusses the difference between foundational finance and fancy finance, emphasizing the importance of having financial conversations at scale. He introduces the 'Four Foundations of Finance': saving enough, spending with clarity, managing debt wisely, and maintaining enough liquidity. Using personal anecd…

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CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Passion and Relationships 39:03

2M ago39:03

39:03

In this episode of the Retirement Answer Man, Roger Whitney wraps up his series on the eight pillars of a great retirement plan by diving into the last two non-financial pillars: passion and relationships. Discover how your hobbies, curiosities, and social connections can significantly impact your retirement happiness. Roger also shares personal st…

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8 Places to Apply The Perfect 30-Min Consultation [183] 19:56

2M ago19:56

19:56

Host of Elementality, Jordan Haines, CFP® continues his thoughts on the 30-minute financial consultation. Building on last week's discussion, Jordan outlines the three essential phases of the consultation: uncovering client information, orienting clients to their financial situation, and providing a clear direction for improvement. He explores the …

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CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Energy and Mindset 41:21

2M ago41:21

41:21

This week, we continue our journey through the eight pillars of rocking retirement, shifting our focus to the non-financial realm. We delve into the first two non-financial pillars: Energy and Mindset. These pillars are crucial for showing up fully in life and maintaining a growth-oriented perspective. We'll explore how to overcome obstacles like s…

1
Podcast or podcats? 1:08:37

2M ago1:08:37

1:08:37

Special guest Kalee Kreider joins us to discuss the recent presidential debate, its impact on the November election, and all things political. We also explore the impact of broad trends like inflation and AI on the election, the economy, and markets. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formid…

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Three Mistakes Investors Make During Election Years 24:26

2M ago24:26

24:26

How do U.S. elections impact the stock market? In this episode, we dive into "election anxiety" and how it affects your investment decisions. We'll explore the historical data on market performance during election years, whether it matters which political party controls the government, and the three common mistakes investors often make during the e…

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How To Structure The Perfect 30-Min Consultation [182] 31:13

2M ago31:13

31:13

Host of Elementality, Jordan Haines, CFP® outlines a three-phase approach to structure the perfect 30-min consultation. He emphasizes important preparatory steps, such as understanding qualitative, quantitative, and contextual information about clients. Jordan also parallels effective financial consultations with best practices from the medical fie…

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CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Resilience and Optimization 46:04

2M ago46:04

46:04

This month, we're revisiting the eight pillars of rocking retirement. Today, we focus on the second two financial pillars: having a resilient plan of record and optimizing the plan to enhance the journey. Many people are good at setting goals and determining feasibility, but often overlook the importance of resilience in their retirement plan. We d…

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CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Vision and Feasibility 50:47

2M ago50:47

50:47

This September, we're doing something a bit different. We're revisiting the basics with a refresher on the eight pillars of rocking retirement—four financial and four non-financial pillars that form the foundation for a great life. Too often, retirement planning gets bogged down with too many details and the pressure to get everything right. But in…

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Fraud-Proof Your Finances: How to Keep Your Wealth Safe 42:44

2M ago42:44

42:44

In today's digital age, fraudsters are becoming more sophisticated, targeting individuals through online scams, phishing emails, and identity theft. In this episode, we dive deep into how you can protect yourself from falling victim to fraud. We'll cover key strategies to recognize suspicious emails, phone calls, and messages, and how to verify the…

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Lights, Camera, Clients: Video for Advisors w/ Katie Braden [181] 45:38

3M ago45:38

45:38

In this episode of Elementality, Abby Morton sits down with Katie Braden, a video marketing expert for financial advisors, to discuss the transformative power of video marketing in the financial industry. Katie shares her unique journey from photography to financial planning and how she now helps advisors leverage video to connect with clients and …

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6 Secrets to Killer Client Deliverables (180) 18:55

3M ago18:55

18:55

Host of Elementality, Jordan Haines, CFP®, reveals 6 secrets to create amazing client deliverables, and how the best deliverables can be used to prospect new clients. Ranging from making data gathering easier for clients to enabling more “A-HA!” moments, killer client deliverables can be a game changer in your business.…

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Stories from Unique Retirements 1:11:41

3M ago1:11:41

1:11:41

If you are exploring a unique retirement, it is important to do your research. The best way to research something is to talk to someone who has walked the walk. That’s why, on this episode of Retirement Answer Man, I chat with people who are living their own unique retirements. Press play to hear these unique stories. OUTLINE OF THIS EPISODE OF THE…

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We Need These Jobs 33:59

3M ago33:59

33:59

Will and Adam discuss the large downward revision in job creation and analyze its causes and implications. With the Fed meeting in Jackson Hole, they review its current stance on interest rates versus market expectations, as well as the divergent paths the market has historically taken around rate cutting cycles. Learn more about Formidable Asset M…

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Simplifying Financial Health for Better Advice [179] 35:46

3M ago35:46

35:46

In this episode hosts Jordan Hanes and Reese Harper discuss the core mission behind Elements and the inspiration for creating the technology that powers it. They explore four significant problems affecting a majority of Americans, including the growing liquidity crisis, the pervasive fear and anxiety surrounding money, the lack of wealth-building m…

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Retire Without Borders: An Expat Primer 1:02:38

3M ago1:02:38

1:02:38

Have you ever thought about retiring abroad? It seems like a fun adventure, but how do you begin? On this episode of Retirement Answer Man, expat expert, Jane Mepham from Elgon Financial Advisors, joins me to discuss the financial and nonfinancial considerations of moving abroad in retirement. Press play to learn whether retiring abroad would be ri…

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The Reality Behind Recent Market Dips: A Long-Term Investment Outlook 26:13

3M ago26:13

26:13

In this episode, we dive into the recent market volatility that has left many investors concerned. If you've noticed your investment account balances dropping or seen chatter online about market dips, we're here to provide clarity and context. We'll discuss what's been happening in the markets lately, explore the key factors contributing to increas…

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Diet & Exercise For Personal Finance [178] 5:47

3M ago5:47

5:47

Host of Elementality, Jordan Haines, CFP®, uncovers the financial topics that actually matter to the next generation of wealth builders. Calling these the “foundations of finance” he explores the diet and exercise equivalent of personal finance. These topics include: Save enough Spend with clarity Manage debt wisely Maintain adequate liquidity…

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Securing Their Future - Retiring with Special Needs Children 50:43

3M ago50:43

50:43

If you have a special needs child, you know that your retirement plan will need to include plans for their future. How do you create a great retirement while honoring and caring for your child with special needs who will most likely live beyond your years? That’s what we’ll be learning today. In this episode, Matt from Haystack Financial Planning j…

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Hiatus Over 41:51

3M ago41:51

41:51

Will and Adam return to provide insight on recent market tumult. We look at the causes (recession concerns, Japanese bank policy) and the effects (sharp decline, quick rebound, spike in volatility). We compare what is normal about today’s environment versus the anomalies that cause us some concern. Learn more about Formidable Asset Management, Will…

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Ditch Projections For Peer Benchmarking [177] 20:37

3M ago20:37

20:37

Hosts Jordan Haines and Reese Harper discuss insights from their recent webinar, examining how comparing oneself to peers can drive financial behavior change. Learn about the limitations of probability of success metrics and explore effective strategies for motivating clients by using comparative data. This episode offers valuable perspectives for …

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Service, Sacrifice, and Second Acts: Military Retirees 49:48

3M ago49:48

49:48

Military retirees have a unique set of circumstances and opportunities. In this episode, military retiree and retirement planner Scott Sanborn joins me to explore the financial and non-financial aspects that come with a military retirement. Over the next month, we’ll be exploring different ways of retiring. If you have special retirement circumstan…

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Understanding Influences on Your Money Habits: Experience, Luck, and Risk 29:00

3M ago29:00

29:00

In this episode, we revisit one of our favorite personal finance books, "The Psychology of Money" by Morgan Housel to understand how our individual experiences and the elements of luck and risk influence our financial decisions. Building on key insights, we explore why personal history plays such a significant role in shaping how we view money and …

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Comparison That Is Actually Good [176] 11:08

3M ago11:08

11:08

Host of Elementality, Jordan Haines, CFP®, explores the natural human tendency to compare ourselves to other people and how advisors can lean into that tendency to produce positive outcomes for their clients. He identifies things an advisor can focus on to help clients compare themselves to something that is productive and will produce positive res…

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Roth 401K or Not? When Should I Switch? 38:10

3M ago38:10

38:10

So many retirement questions have no right answers. They’re simply judgment calls. In this episode, we’ll explore whether it makes sense to switch to a Roth 401K. Don’t listen to find out the answer. Listen to learn the process to use to come up with your own answer. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS [2:03] Doe…

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Manage Your Firm & Clients Incrementally [175] 33:49

4M ago33:49

33:49

Host of Elementality, Jordan Haines, CFP®, is joined by Adam Frederico, a personal finance outsider and EOS Implementer. Adam runs and operates a landscaping business and has become an expert in all things EOS (Entrepreneur Operating System). During this discussion Jordan and Adam talk about how financial advisors can get their business out of thei…

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What Income Sources are Included for the IRMAA Calculation? 1:00:41

4M ago1:00:41

1:00:41

You’ve got questions and we’ve got answers. On this episode of Retirement Answer Man, Taylor Schulte from the Stay Wealthy Podcast joins me to answer your retirement questions. Grab your earbuds and join us for this episode full of your questions. Make sure to listen to the pension or lump sum question to see how Taylor and I arrived at our differi…

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How to Cultivate Financial Discipline to Meet Your Goals 36:57

4M ago36:57

36:57

A 2023 survey conducted by payroll.org found that 78% of Americans live paycheck to paycheck and are struggling to save or invest after covering monthly expenses. Despite markets reaching all-time highs, recent years of inflation have driven significant stress and concern over the current economic state. Roughly half of 4,000 respondents in a June …

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Plan For Now, Not The Future [174] 9:49

4M ago9:49

9:49

Host of Elementality, Jordan Haines, CFP®, outlines how financial advisors often miss the opportunity to articulate real value to people by just focusing on the future benefits of financial planning. Benefits liek increased net worth, higher probability of success, and future peace of mind are often hard for people to internalize. Instead, financia…

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Financial Advisor Certifications - What They Mean for You 1:03:06

4M ago1:03:06

1:03:06

If you’ve ever searched for a financial professional you may have seen an endless string of letters after their names. Trying to figure out the financial advisor alphabet soup is exhausting. One listener threw his hands up and asked me what all those letters mean. On this episode, we’ll explore the meanings behind those designations and discuss wha…

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Beyond The Financial Plan w/ Ashley Quamme [173] 34:51

4M ago34:51

34:51

Host of Elementality, Jordan Haines, CFP®, invites Ashley Quamme, founder and Fractional Financial Behavior Officer at Beyond The Plan, to talk about the most important emotional jobs that advisors need to be aware of when serving clients. In a world where personal finances and emotions are so intertwined, Jordan and Ashley explore some important c…

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Steps to Secure Your Personal Information 1:04:17

4M ago1:04:17

1:04:17

The moment you’ve been waiting for is here! The Rock Retirement Club has opened its doors once again. Enrollment is open until July 18, so head on over to Rock Retirement Club to sign up today. After you do that, listen to this episode to learn how to protect yourself and your data from scammers. On this episode, Pete, a cybersecurity expert, joins…

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