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With retirement just around the corner, you need a partner you can trust to help navigate the ins and outs of retirement planning. Kowal Investment Group was founded to help you take the necessary steps toward making your retirement match up with the one you’ve always dreamed of. Whether you’re looking for a final push heading into your retirement, retirement asset management and consolidation, or assistance in transferring business assets to retirement assets, our team’s focus is on helping ...
 
No frills, no fluff, no commissions.These promises are what True North Wealth Radio brings with their weekly episodes. Lots of “investment groups” talk about Social Security, retirement, and 401k’s but True North Wealth Radio is committed to presenting conversations that will better your life AND be there when YOU are ready to talk Social Security, retirement, and 401k’s.True North Wealth specializes in high net worth clients. So, they know what you expect from the company you trust to help ...
 
Are you paving the way for the life you want? Facing decisions that may affect you personally and financially? The Decision Dialogues Podcast, brought to you by Modera Wealth Management, presents personal stories covering pivotal moments and their impact on one’s overall financial goals. In a world where money matters are often unspoken, you will hear candid, personal accounts from a wide spectrum of successful individuals. You will learn about the decisions they faced— and gain inspirationa ...
 
Level up your business with technology solutions to increase productivity, improve client service, and uncover opportunities for growth. Advisor Group's Technol-AG podcast offers best practices to help you learn, adapt, and implement technology to thrive as an independent financial professional. Visit http://www.advisorgroup.com for additional information. Advisor Group offers securities and investment advisory services through its subsidiaries FSC Securities Corp., Royal Alliance Associates ...
 
Welcome to Ford Financial Group's Financial Insights Podcast, where we review subjects relevant to investing, and topics that impact our clients and their plans for retirement.Investment advice is offered through Ford Financial Group, a Registered Investment Advisor and separate entity from LPL Financial. The Financial Advisors of Ford Financial Group are also Registered Representatives with and securities are offered through LPL Financial, Member SIPC, www.sipc.org.For a list of states in w ...
 
The On A Roll podcast focuses on better storytelling, better playing and better community through the belief that the only way to win an RPG is to have fun, so Ryan, Carie and Jason are sharing their experiences to help you spend more time winning! Join the Curmudgeon, the Legend and the Favorite as they talk about tabletop gaming, LARPing, MUSHing and keeping your investment in check. Join us on Facebook (http://facebook.com/groups/onarollpodcast) and let us know your thoughts on the show, ...
 
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show series
 
On Episode 25 of Decision Dialogues, Mark Willoughby talks to Modera’s own John Ceparano about the importance of sound, expert advice. John discusses decisions he’s made throughout his own career as well as decisions he’s counseled his clients on. John’s overriding theme is that the more expertise you can muster, the better those decisions are like…
 
A wedding dress, an iPhone find your phone app, and an eye to the future - some of the many stories shared in this episode. Eric Montague, Entrepreneur & Business Leader, and founder of Executech, a multi-state IT services company. Beyond Executech, Montague participates in numerous other businesses, and his focus is bringing others with him in suc…
 
After an upside inflation surprise in October, it’s clear that peak inflation may still be ahead, possibly even pushing into 2022. While the Federal Reserve (Fed) maintains its position that elevated inflation will be transitory, we have yet to see progress. This week Brian looks at five signs to watch for over the next several months that may sign…
 
The latest inflation (CPI) numbers surprised to the upside, creating more headaches for the Fed on how, and when, to respond. It’s looking more and more likely that ‘sticky’ rent inflation, increasing strength in the labor market, continuing supply chain disruptions, and increasing consumer demand could now push the Fed’s ‘transitory’ timeframe wel…
 
Are you being greedy? Are you being complacent? Are you being Arrogant? Those 3 questions posed to Eric by his mentor Claude Hicken have shaped the way Eric ran Executech and the way he has lived his life. Eric Montague, Entrepreneur & Business Leader, and founder of Executech, a multi-state IT services company. Beyond Executech, Montague participa…
 
On Episode 24 of Decision Dialogues, Mark Willoughby and Mindy Neira are joined by Terry Lyons, founder and managing partner of Lyons & Associates, P.C., a firm specializing in divorce and family law. Terry talks about the shift that occurred in her life that caused her to leave the big firm where she worked previously and start her own firm, and h…
 
As we reach the home stretch of 2021, there is a lot to be thankful for. Stocks are having an amazing year, the economy is improving, and COVID-19 trends are going the right direction. This week, Brian looks at some reasons to be thankful. Ford Financial Group on Facebook Ford Financial Group on YouTube Questions? Find us at FordFG.com Email us at …
 
How does one of the world's oldest sports lead to a multi-million dollar IT business? Find out as we visit with Eric Montague, Entrepreneur & Business Leader, and founder of Executech, a multi-state IT services company. Beyond Executech, Montague participates in numerous other businesses, and his focus is bringing others with him in success.…
 
We loved the article put together by SmartAsset.com so we decided to discuss "Mistakes People Make when Choosing a Financial Advisor" 1. Hiring an Advisor Who Is Not a Fiduciary 2. Hiring the First Advisor You Meet 3. Choosing an Advisor with the Wrong Specialty 4. Picking an Advisor with an Incompatible Strategy 5. Not Asking about Credentials 6. …
 
With Halloween over the weekend, what better time to talk about what scares us? If our positive near-term market outlook proves to be overly optimistic, we believe one (or perhaps more than one) of these five things will likely be the culprit: inflation, an aggressive Federal Reserve, profit margin pressures, pulling forward of seasonal gains, and …
 
On Episode 23 of Decision Dialogues, Jennifer Faherty speaks with Dr. Kelly McNally Passarelli, dentist and owner of McNally Passarelli DDS. Kelly talks about how her passion for dentistry emerged at a young age after her experience with cleft lip and palate. She shares how she navigated the painful loss of her husband and, through resilience and a…
 
Mindset - In decision theory and general systems theory, a mindset is a set of assumptions, methods, or notions held by one or more people or groups of people. A mindset can also be seen as arising out of a person's world view or philosophy of life Identity- Identity is the qualities, beliefs, personality, looks and/or expressions that make a perso…
 
On Episode 22 of Decision Dialogues, Mark Willoughby and Tom Orecchio welcome Dr. Sameera Daud of Metropolitan Endocrinology in Edgewater, New Jersey, to talk about her experiences as a new small business owner. Having previously worked for another private practitioner for twelve years, Dr. Sameera talks about how now, running her own practice, she…
 
Growth mindset describes a way of viewing challenges and setbacks. People who have a growth mindset believe that even if they struggle with certain skills, their abilities aren’t set in stone. They think that with work, their skills can improve over time. About Dallin Parkinson Life’s struggles don’t just go away or clear up on their own. I help pe…
 
In this bonus episode, Brian discusses the debt limit, or debt ceiling, and how Congress' failure to solve the problem in a timely manner is creating volatility in markets. Ford Financial Group on Facebook Ford Financial Group on YouTube Questions? Find us at FordFG.com Email us at info@fordfg.com Music: Cold Funk - Funkorama by Kevin MacLeod is li…
 
Aaron Spitzner guest Mike Smith of CPS Horizon discuss Life Insurance and Long-term Care Insurance and answer common questions such as how to plan, and do you really need long-term care, and share insights regarding Second to Die Life Insurance plans.저자 Kowal Investment Group
 
This week, Brian looks back at the rough month for investors in September. Ford Financial Group on Facebook Ford Financial Group on YouTube Questions? Find us at FordFG.com Email us at info@fordfg.com Music: Cold Funk - Funkorama by Kevin MacLeod is licensed under a Creative Commons Attribution license. Source. Tracking ID: 1-05197479…
 
On Episode 21 of Decision Dialogues, Mindy Neira joins Jennifer Faherty to speak with Maria McGinley, Managing Partner at Mayerson and Associates. Maria discusses how she decided on a major career shift from teaching to law, through which she represents the families of children with autism and other disabilities. She also offers advice to other wom…
 
Jody Farley started college in the early 1980s, but life had other plans. Marriage and children delayed her graduation by a quarter-century. Farley began at BYU out of high school, but she soon transferred to marry a medical student at the U. Later, she had two children and started working to support the family. Like so many other young moms in col…
 
On Episode 20 of Decision Dialogues, Jennifer Faherty and Victoria Consoles speak with Deepak Shrivastava, CFO of The Flex Company, co-founder of Porter & Sail, and former CEO of Hotel Credits. Deepak discusses the risks he navigated as he took the leap to start Porter & Sail. He shares insights on how he raised capital and incubated a startup with…
 
Jody Farley started college in the early 1980s, but life had other plans. Marriage and children delayed her graduation by a quarter-century. Farley began at BYU out of high school, but she soon transferred to marry a medical student at the U. Later, she had two children and started working to support the family. Like so many other young moms in col…
 
This week, Brian talks about the danger of being a reactionary investor when markets get turbulent, as they did last week. Ford Financial Group on Facebook Ford Financial Group on YouTube Questions? Find us at FordFG.com Email us at info@fordfg.com Music: Cold Funk - Funkorama by Kevin MacLeod is licensed under a Creative Commons Attribution licens…
 
Tessa is the founder of The Job Doctor, a company dedicated to moving employee performance from average to extraordinary, and building strong company leaders with highly engaged employees. Tessa is recognized nationwide as a media expert on people strategy and career navigation, and has been published in Forbes, Entrepreneur, Apple News, and Inc. F…
 
On Episode 19 of Decision Dialogues, Victoria Consoles and Mark Willoughby are joined by Dr. Cathy Gurman, who co-runs Westwood Family Chiropractic with her husband, Dr. Jett Gurman. Cathy discusses her experience starting a practice directly out of chiropractic school, shares insights on how she balances her business, her patients, and her family …
 
Dr. Vernon J. Cooley is an orthopedist in Salt Lake City and Park City, Utah and is affiliated with multiple hospitals in the area, including Heber Valley Medical Center and Intermountain LDS Hospital. He received his medical degree from Harvard Affiliated Hospitals and has been in practice for more than 20 years.…
 
If you're in search of financial independence, the first place you must start is by working on a budget for you and your family. Keeping track of spending - so you can understand your habits and spend more wisely - is an important reason for creating a budget. Budgets help you better understand what you earn, understand where you spend it (you spen…
 
Dr. Vernon J. Cooley is an orthopedist ins Salt Lake City and Park City, Utah and is affiliated with multiple hospitals in the area, including Heber Valley Medical Center and Intermountain LDS Hospital. He received his medical degree from Harvard Affiliated Hospitals and has been in practice for more than 20 years.…
 
On Episode 18 of Decision Dialogues, Jennifer Faherty and Tom Orrechio are joined by JJ Krachtus, president of Conrad's Confectionery in Westwood, New Jersey. Conrad's has been serving candy and ice cream in Bergen County since 1928. JJ talks about this multi-generational, family-owned business, the decisions he made which led to him “taking over” …
 
The term stagflation has been increasingly circulating in the financial media as inflation readings have risen sharply in recent months. The term is often associated with the 1970s which saw runaway inflation—largely driven by sky-high energy prices—and lackluster economic growth. This week Brian discusses one way to gauge stagflation is to calcula…
 
Quinn is honored to work at Hale Centre Theatre. Quinn enjoys the opportunity to work both on the stage and behind the scenes. Quinn has been featured in several productions including Adam, in Seven Brides for Seven Brothers, Chauvlin in The Scarlet Pimpernel, and Gaston in Disney's Beauty and the Beast. When not on stage, Quinn helps in Developmen…
 
Technology Solutions Consultant Mark Matheny from Advisor Group discusses the fundamentals of Voice over IP with Financial Professional Steve Rice. Hear the benefits of leveraging VoIP and techniques for using it within the office. Steve shares how it has changed his business and the differences in expenses that he is realizing.…
 
Investors finally got the strong pop in payrolls many have been calling for, breaking from the string of recent lukewarm jobs reports and weakening data from other segments of the economy that have been stoking peak growth fears. And, yet, while this is an unequivocally bullish jobs report, Brian covers why some questions remain. Ford Financial Gro…
 
On Episode 17 of Decision Dialogues, Jennifer Faherty hosts a discussion between Victoria Consoles and Lisa Cross, owner and operator of Sweat Threadz, a custom athletic clothing shop. Lisa talks about her unconventional career trajectory, working as a pediatric ICU nurse, then a triathlon coach, to founding Sweat Threadz. She provides insight into…
 
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