Episodes

  • Episode 180: Your Future is Now: Lessons in Wealth Management

    Episode 180: Your Future is Now: Lessons in Wealth Management
    Nov 13 2024
    With almost twenty-five years of experience as a financial advising professional, Jeffrey Panik, MSFS, CFP® knows that his job is to help clients strike a balance between living well today and planning for the future. Throughout his career, Jeff has worked with hundreds of families, individuals, and small businesses to help them set goals, strategically manage their assets, and work toward achieving their dreams. The first in his family to attend college, Jeff believes it is imperative to start the discussion of financial literacy early to best prepare for financial success throughout life. Jeff served in the US Army after college, which, as part of his service agreement, paid the student loans he had accrued. He was honorably discharged and began working as a Financial Advisor trainee at a large brokerage firm. Though Jeff grew up in Southwestern Pennsylvania, he has lived in the Atlanta area for two decades. Jeff and his wife Rebecca currently live in Atlanta, Georgia. When he isn’t working, Jeff enjoys spending time with family, traveling, reading, and all types of sports. Listen to this insightful RIA episode with Jeffrey Panik about lessons in wealth management. Here is what to expect on this week’s show: - How the financial industry has shifted from proprietary products to a client-first approach. - Why it’s critical to stay ahead of technological changes in the industry. - How 95% of heirs lose inherited wealth because they lack financial education and literacy. - Why lifelong learning and continued education are crucial to add value for clients and to stay relevant. - How it can be difficult to stay ahead of technological advances while maintaining a personal touch with clients. Connect with Jeffrey: Links Mentioned: https://jeffreypanik.com/ Instagram: @yourfutureisnow12 Facebook: https://www.facebook.com/profile.php?id=61561132010284 Learn more about your ad choices. Visit megaphone.fm/adchoices
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    17 mins
  • Episode 179: Revolutionizing Early Career Recruitment: How College Recruiter is Helping Millions Find Their First Job

    Episode 179: Revolutionizing Early Career Recruitment: How College Recruiter is Helping Millions Find Their First Job
    Nov 6 2024
    Steven Rothberg is the Founder of College Recruiter job search site, which believes that every student and recent graduate deserves a great career...and that it should be easy and inexpensive for employers to hire them. Each year, more than 12 million students, recent graduates, and other early career candidates use College Recruiter to help them find part-time, seasonal, internship, and other early career job opportunities almost anywhere globally. Steven founded the company out of which College Recruiter grew way back in 1991. He had just graduated from law school, passed the bar, and was working as a lawyer when he decided to get out of law to, as he says, enjoy his life. He invested almost all of his savings -- about $200 -- to buy business cards, letterhead, and a fax machine. He then convinced a number of departments at his alma matter, the University of Minnesota, to allow his little business to publish their official campus map for them. He gave the school the maps for free, they distributed them to students, and the company earned its revenues from the sale of advertising around the edges of the maps. That led to also publishing employment magazines called College Recruiter and that led to the first version of the company's website going live in 1996. By 2000, the company had shutdown the profitable maps and magazines to focus on the website. Listen to this insightful RIA episode with Steven Rothberg about revolutionizing early career recruitment. Here is what to expect on this week’s show: - How College Recruiter partners with affiliate sites, including college career services, scholarship sites, and other job boards. - Why the average rate of applying to a job listing after viewing it is only 5%. - How College Recruiter automatically distributes job postings to relevant partner sites based on job specifics. - Why low-skill jobs see higher application rates than specialized roles. - How AI has disrupted various industries, including job search and recruitment. Connect with Steven: Links Mentioned: https://collegerecruiter.com/ Facebook: facebook.com/EntryLevelJobs LinkedIn: linkedin.com/company/collegerecruiter-com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    22 mins
  • Episode 178: The Anti-Woke Job Board Revolution: How Red Balloon Recruiter is Fighting Back

    Episode 178: The Anti-Woke Job Board Revolution: How Red Balloon Recruiter is Fighting Back
    Oct 30 2024
    Andrew Crapuchettes is a pioneer in the labor market data and analytics industry, and he is the visionary behind RedBalloon. Mr. Crapuchettes began his career as a young Silicon Valley entrepreneur, building business process automation and selling 3D modeling software. In 2001, Mr. Crapuchettes became a founding member and later CEO of Emsi (now Lightcast), which he transformed from a little-known consulting company of three employees to an international economic data firm with over 250 employees worldwide. Mr. Crapuchettes not only pioneered the operational tenets that rocketed Emsi to success, but led the company through four successful transitions to two private equity firms, a strategic buyer, and a national non-profit, with each transition producing significant returns for the investors. Mr. Crapuchettes has also contributed his talents to numerous other companies, some of which have led to additional strategic and MBO exits. He has taught graduate-level classes on 3D modeling and software architecture, and has served on the board of multiple non-profit organizations. He and his wife live in Idaho with their five children. Listen to this insightful RIA episode with Andrew Crapuchettes about how RedBalloon Recruiter is leading the anti-woke job board revolution. Here is what to expect on this week’s show: - How RedBalloon was created in response to cancel culture and corporate environments that penalize personal beliefs. - How RedBalloon helps create workplaces where employees can align their work with their values without fear of retribution. -Why the recruitment process includes an extensive onboarding call to understand their values and the culture they seek. - How using these insights ensures job postings and candidate outreach align with the client’s mission and culture. - How the business model and success of RedBalloon challenge the prevailing norms in the recruitment industry by offering a values-driven approach. Connect with Andrew: Links Mentioned: https://www.redballoon.work/ X: @BedBalloonWork Instagram: @redballoonwork Facebook: Facebook.com/RedBalloonWork LinkedIn: linkedin.com/company/redballoonwork Learn more about your ad choices. Visit megaphone.fm/adchoices
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    19 mins
  • Episode 177: How Boosted.ai Supercharges Productivity in Wealth Management

    Episode 177: How Boosted.ai Supercharges Productivity in Wealth Management
    Oct 23 2024
    Josh Pantony is a co-founder and CEO of Boosted.ai – an artificial intelligence company that brings advanced machine learning tools to institutional investors. Since starting Boosted.ai in 2017, the company has helped dozens of investment managers – whose AUM totals over $1 trillion – implement machine learning in their portfolios. Prior to founding Boosted.ai, Josh was a Principal Machine Learning engineer at Bloomberg for 4 years. At Bloomberg, he helped start and build numerous critical Machine Learning initiatives including Ranking, Recommendation, Question and Answering, Crowd Sourcing, and Knowledge Graphs. He also acted as a consultant on numerous initiatives across the company and helped build several ML teams. Listen to this insightful RIA episode with Josh Pantony about how Boosted.ai supercharges productivity in wealth management. Here is what to expect on this week’s show: - How Boosted.ai helps investment managers by automating repetitive tasks like portfolio commentary, risk monitoring, and discounted cash flow analysis. How Boosted.ai is a SaaS tool that allows users to log in and build custom automation tailored to their investment management needs. - Why hiring ahead can help organizations to scale quickly as the business grows. - How Boosted.ai saves investment managers between 20% and 50% of their weekly hours by automating tasks. - How Boosted.ai offers insights and analysis on supply chain effects or shareholder meeting changes. Connect with Josh: Links Mentioned: Boosted.ai X @BoostedAi LinkedIn linkedin.com/company/boostedai Learn more about your ad choices. Visit megaphone.fm/adchoices
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    16 mins
  • Episode 176: The Fortune of Youth: Cultivating Financial Habits for Lasting Success

    Episode 176: The Fortune of Youth: Cultivating Financial Habits for Lasting Success
    Oct 16 2024
    Travis Freeman became a self-made millionaire in his 20s and experienced food stamps as a child. As a financial planner to entrepreneurs and executives, Travis invested in private businesses while scaling his own. He's the author of The Fortune of Youth and a frequent guest on Fox news KTVI. Travis and his wife, Marina, enjoy philanthropy focused on helping first-generation students afford college. Listen to this insightful RIA episode with Travis Freeman about cultivating financial habits for lasting success. Here is what to expect on this week’s show: - How young people need to learn about wealth-building strategies even if they don’t come from a wealthy background. - Why time is a critical factor in wealth accumulation and financial success. - How many young professionals should spend less and save more. - Why you should teach your children about financial management. - How making smart financial decisions early in your career leads to long-term benefits. Connect with Travis: Links Mentioned: growthinfo.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    18 mins
  • Episode 175: The Secrets to Financial Planning Success with Brian Preston

    Episode 175: The Secrets to Financial Planning Success with Brian Preston
    Oct 9 2024
    Brian Preston is the founder and host of The Money Guy Show and Managing Partner and co-founder of Abound Wealth Management. He started podcasting as a passion project in 2006 out of pure excitement to share the good news of financial strategy with the masses. Fast forward to today, and The Money Guy Show is its own enterprise, helping millions of individuals build wealth and own their time. When he’s not busy making the wonderful world of finance accessible to the public, you can find him spending time with his wife and two daughters, watching the latest movies, traveling with family and friends, and cheering for the University of Georgia Bulldogs. Listen to this insightful RIA episode with Brian Preston about the secrets to financial planning success. Here is what to expect on this week’s show: - How crucial it is to work with a financial advisor who has successfully applied their methods. - Why giving away valuable information for free builds trust and creates an abundance cycle. - How everyone should have access to financial education. - How forced financial scarcity is a strategy to automate saving and investing to avoid lifestyle inflation. - How there is a psychological aspect to spending and saving and why clients should find joy in their expenditures. Connect with Brian: Links Mentioned: aboundwealth.com X: @moneyguyshow Instagram: @moneyguyshow Facebook: facebook.com/themoneyguyshow Learn more about your ad choices. Visit megaphone.fm/adchoices
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    19 mins
  • Episode 174: Whole Life Mastermind: Educating Advisors for a Better Financial Future

    Episode 174: Whole Life Mastermind: Educating Advisors for a Better Financial Future
    Oct 2 2024
    Tom Wall has spent the entirety of his 21-year career positioning whole life insurance and competing against his alternative. Starting in college as an award-winning advisor with Northwestern Mutual before moving his practice to MassMutual, he subsequently grew his career in prominent home office roles in sales and marketing leadership. In those roles, he developed into a renowned storyteller and product expert at perennial company conferences and firm meetings nationwide. Tom’s Ph.D. is in retirement income planning, with original research on Whole Life as a Fixed Income Alternative under the advisement of industry thought leaders Wade Pfau, Michael Finke, and Stephen Parrish. His focus on academic integrity and decades of sales experience combine to make him a uniquely credible and inspirational voice in the life insurance space. Tom now coaches and consults with financial advisors, hosts the Whole Life Masterminds study group, and has published his first book titled Permission to Spend: Maximize Your Retirement with the Best Kept Secret in Personal Finance, a Wall Street Journal Best Seller and Amazon International Best Seller. Listen to this insightful RIA episode with Tom Wall about educating advisors for a better financial future. Here is what to expect on this week’s show: - How advisors face challenges due to opaque fee structure and misinformation surrounding whole life insurance, making it difficult to convey benefits. - Why the financial industry’s lack of academic research on whole life insurance adds to advisors’ difficulties in building trust and credibility with clients. - How the spread of misinformation poses a significant challenge for advisors trying to educate clients about the value of whole life insurance. - How Whole Life Mastermind connects advisors with industry experts, enhancing their knowledge and providing practical solutions for clients. - How Whole Life Mastermind aims to revive the culture of actuarial science and planning, offering comprehensive support for advisors in the whole life insurance sector. Connect with Tom: Links Mentioned: wholelifemasterminds.com LinkedIn linkedin.com/in/tomwall Learn more about your ad choices. Visit megaphone.fm/adchoices
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    16 mins
  • Episode 173: Scaling Financial Literacy

    Episode 173: Scaling Financial Literacy
    Sep 25 2024
    With more than a decade of experience in the financial services industry, Jake Falcon is committed to helping clients pursue their financial goals, navigate the markets through both good and uncertain times, and preserve their legacies. Jake works closely with clients to develop sophisticated, yet clear, strategies to help them achieve their objectives. He monitors both the retirement planning and investment landscape to stay up to date on the latest trends to help optimize appropriate financial solutions for clients. Additionally, he is responsible for the oversight of Falcon Wealth Advisors’ culture and is committed to providing clients with an excellent experience. Jake earned his bachelor's degree in business administration from the University of Texas at San Antonio. He holds the Chartered Retirement Planning Counselor® (CRPC®) designation and has completed the Investment Strategies and Portfolio Management Executive Education Program at The University of Pennsylvania’s Wharton School of Business. In 2016, Jake was featured in Ingram’s Magazine’s prestigious “40 Under 40” list. He was also listed in the Forbes 2018, 2019 and 2020 list of America’s Top Next-Gen Wealth Advisors. Additionally, Jake was included in Forbes’ list of Best-In-State Wealth Advisors for Kansas in 2021, 2022, and 2023. Listen to this insightful RIA episode with Jake Falcon about scaling financial literacy. Here is what to expect on this week’s show: - How Falcon Wealth Advisors stands out for its 24-hour response time, client-centered ensemble approach, and focus on individual stocks, bonds, and options without using investment products. - Why building strong client relationships through personal interaction and consistent service contributes to referrals. - How delegating managerial tasks to team leaders allows business owners to scale their company. - Why being actively involved in the community is crucial for your business. - How Retiring Right was written because many existing retirement books are outdated or product-heavy. Connect with Jake: Links Mentioned: falconwealthadvisors.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    16 mins