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"The big firms just don't allow these basic strategies that I pursue. And I'm always amazed that people say, 'Why hasn't my advisor offered this to me?'"~ Jason Mandel   On this week’s episode of The Customer Wins, Rich Walker 🏁 sits down with Jason Mandel, Founder and CEO of The Mandel Family Office, to discuss the lesser-known tactics of the financial world. In this episode, you’ll hear about: ➡ Alternative asset classes that may outperform traditional stocks & bonds ➡ The intersection of traditional wealth management and new technology ➡ How to create a future of tax-free income Jason Mandal is no stranger to financial planning. From Wall Street to distinguished firms, he has seen it all. Jason carefully honed his skills and questioned the traditional stocks and bonds trade, giving way to new methods to achieve financial success for his clients. Tune in to hear the full episode: https://lnkd.in/gefmuHPp #customersuccess #wealthmanagement #customercentric #financialplanning

Welcome to The Uncle Dre Show! In this episode, we're diving into the world of finance to demystify EBITDA - Earnings Before Interest, Taxes, Depreciation, and Amortization. Join Uncle Dre as he simplifies this financial metric in a way that's easy to understand, making it accessible for everyone. Highlights of this episode include: 📊 Defining EBITDA and breaking down its components 💰 Understanding why EBITDA is a crucial financial metric 🔍 Explaining how EBITDA can be used to assess a company's operating performance 📈 Providing real-life examples to illustrate the application of EBITDA 💡 Discussing the limitations and considerations when using EBITDA Subscribe to The Uncle Dre Show for more episodes dedicated to decoding complex financial concepts. Join us as we navigate the intricacies of EBITDA, delivering insights that bridge the gap between financial jargon and everyday understanding. Hit the like button, subscribe to our channel, and turn on notifications to stay updated on more episodes offering valuable insights into the financial world. Let's embark on this educational journey together, empowering you with the knowledge to grasp EBITDA and make informed financial decisions! #EBITDAExplained #FinancialEducation #TheUncleDreShow #DecodingFinance #SmartMoneyDecisions www.WealthyChild.co Thank you for watching! Let's make finance accessible and empower you to take control of your financial knowledge! 📊💰🔍

Feeling financial stress? Abbe Large, CLTC explains how to navigate financial anxiety and use it as a source of empowerment. Join us as we explore the "why" behind decisions with Jonathan Goldhill from Disruptive Successor - Book and Podcast!

This is a great episode by Aaron White, Chief Growth Officer from Adero. He has a passion for talking about Qualified Small Business Stock (QSBS). Here is the link to his full episode. the QSBS portion starts at 7:40 mark. #QSBS #WealthManagement #FinancialAdvice https://lnkd.in/ez4Pwacx

Two things can be true at once. It’s all about perspective. ✨ Finances are a prime example of this. Everyone has a different outlook on money which can lead to disagreements despite neither opinion being wrong. In this episode I sat down with Ashley Quamme, owner and founder of Beyond The Plan who shared a fascinating exercise that proves this point. Discover how this principle applies to financial planning and personal growth. Elevate your understanding and become a better communicator today. Catch the full episode here: 🎧 → https://bit.ly/3xQk95G 📺 → https://bit.ly/3S1xSNM #MitlinMoneyMindset #Perspective FinancialInsights #CouplesFinance #FinancialPlanning

On this bittersweet episode of InvestED, Phil and Danielle come together after taking some time to reflect on the impact of Charlie Munger. Looking back on a life of great successes, they discuss his contributions to #investing, the financial world, and their own journeys: https://bit.ly/475dJuV

How can we look for value in the current market? What is the bull and bear case? What are cyclical investments? In the latest episode of Market Bites, Sam North is joined by Mati B. Alon as they dive into the financial world, focusing on two hot topics of the week. Join us to get valuable insights into analyzing Disney and understanding cyclical investing. Don't miss out! The link to the full episode will be included in the first comment. #MarketBites #FinanceInsights #InvestingTips

New Episode Drop 🎙️ This is one we can all relate to. Our "Too Big" Pile. Those things that we don't understand, don't want to learn, or just don't want to take the time to figure out. What do we do when this comes to our finances and investments? Join Nick and Dave as they discuss this concept originally coined by Charlie Munger and Warren Buffet. 👂Listen here: https://lnkd.in/gCK47QZq 👀Watch here: https://lnkd.in/g9tSt8J7 #LifePlanning #financialplanners #financialplan #financialplanning #investmentstrategy

Financial Planners Need To Do This! Using himself as an example, Marc Ebinger shares his thoughts on how financial planners should talk to their clients about investing earlier in life. Watch full episode: https://lnkd.in/gC9-Y4BR #LetsTalkBusiness #EarlyInvesting #InvestSmart #SmartInvesting

"Financial advisors and money managers should be able to adapt to different financial situations across the spectrum of peoples' needs both individually and collectively." - Peter Mauthe We are excited to post the fifth episode of our Hired & Fired video series in which Peter Mauthe and Don Beasley identify several reasons why advisors may be both #hired and #fired. 💼 In this episode, Peter talks about clients' changing #financial #goals. Financial #advisors should be able to adapt to different financial circumstances for their clients. 💲📈 Check out the entire video series here ➡️ https://lnkd.in/gTZ6isWY