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On this episode of Shaping Change, Ross Marino talks with Dr. Moira Summers, clinical neuropsychologist and Author of “Advice that Sticks: How to give financial advice that people will follow”. They discuss the impact that major life transitions and identity changes have on financial decision making, and finding meaning in those transitions moving …
 
On this episode of Shaping Change, Ross Marino talks with Molly Prues, Founder of Vistalynk about reimagining the aging process and helping clients find a sense of purpose in retirement. They also discuss the health/wealth paradigm and the concept of “interdependence” between generations in retirement. Learn more about Vistalynk: LinkedIn Facebook …
 
On this episode of Shaping Change, Ross Marino talks with Joy Kirsch, CFO of Life Changing Events at Merit Financial Advisors. Kirsch shares insights on the financial planning process for widows and how it differs from working with retirees. Joy and Ross also discuss the “don’t do” list for financial planners, and how to develop your own to serve y…
 
On this episode of Shaping Change, Ross Marino interviews John Deihl, Sr. Vice President of the Applied Insights team at Hartford Funds. They talk about the three questions that can predict future quality of life, and how to write your own retirement story. Follow Hartford Funds on LinkedIn Get your copy of "Shaping Change" Connect With A2X Social:…
 
On this episode of Shaping Change, Ross Marino interviews Penny Phillips, Co-Founder & President of Journey Strategic Wealth. They discuss how to help advisors manage change, finding the balance between low-cost and high-value, and the importance of utilizing CRMs and other advisor tools to provide top tier client service. Learn more about Journey …
 
On this episode of Shaping Change Ross Marino talks with Mary Martin about practicing mindfulness, its effect on pain versus suffering, and the human capacity for resilience. Mary Martin is a mindfulness educator and the Author & Creator of “Mindfulness for Financial Advisors: Practicing a New Way of Being”. Connect with Mary Martin & learn more ab…
 
On this episode of Shaping Change, Ross Marino interviews Devin Eckberg, Chief Learning Officer and Managing Director at Investments and Wealth Institute. They discuss client service through an holistic, comprehensive lens, and the evolution of risk management in the context of retirement. Learn more about Investments and Wealth Institute Twitter L…
 
On this episode of Shaping Change, Ross Marino talks with Jamie Hopkins, professor at Creighton University and Director of Retirement Research with the Carson Group. They talk key elements of Jamie’s book “Rewirement”, along with discussions on the evolution and potential disruption of the future of retirement. Get your copy of "Rewirement" by Jami…
 
What are the things that make you afraid or fearful of?Jesus asks a similar question of his disciples in our scripture reading this Sunday. Find out what Jesus meant and how Jesus' question relates to us today. This message was shared during the Traditional Worship Service.Find us also on YouTube and Apple Podcasts.…
 
What are the things that make you afraid or fearful of?Jesus asks a similar question of his disciples in our scripture reading this Sunday. Find out what Jesus meant and how Jesus' question relates to us today. This message was shared during the Traditional Worship Service.Find us also on YouTube and Apple Podcasts.…
 
On this episode of Shaping Change, Ross Marino talks with Jamie Hopkins, professor at Creighton University and Director of Retirement Research with the Carson Group. They discuss the natural inclination to focus on income or a “magic number” when receiving financial advice, and how to help clients overcome that fixation, as well as the second editi…
 
Watch and listen to this episode of the Roach Marino Daygame Podcast Video, to find out How To Get Into Flow State Fast In 2021. Remember, when it comes to approaching women on the streets, you'll need to do different varieties of approaches ( Don't be a one trick pony ). Challenge yourself, don't always be looking for easy approaches or don't alwa…
 
On this episode of Shaping Change Ross Marino interviews Courney Pullen, President of the Pullen Consulting Group & Author of 'Intentional Wealth'. They discuss the factors that cause families to lose generational wealth and what can be done, from both a personal and advisory standpoint, to avoid that loss. Get your copy of 'Intentional Wealth' Get…
 
"The fullest experience of faith comes when we make choices and sacrifices for the good of others."Rev. Jessica shared this message during the Contemporary Worship Service.Find us also on YouTube and Apple Podcasts.저자 Rev. Jessica Vaughan Lower , Head of Staff
 
Ross Marino talks with Taylor Schulte, Founder & Financial Planner at Define Financial, about finding his niche in retirement planning and the ups and downs of shifting into that niche. In the interview they discuss client deliverables, Michael Kitces’s views on how retirees spend money, and content creation as a tool for financial advisor marketin…
 
On this episode of Shaping Change, Ross Marino talks with Dr. Roger Landry, President and Preventive Medicine Physician at Masterpiece LLC, about new trends in healthy aging, the importance of intergenerational connection, and the ways retirement communities can provide excitement and inspiration. Get your copy of 'Live Long, Die Short: A Guide to …
 
"Words move hearts and hearts move limbs"Pastor Jessica shares her message based on the words of the apostle James during the first joint worship service since the pandemic.This message and the whole service is available on YOuTube and Apple Podcast.저자 Rev. Jessica Vaughan Lower
 
On this episode of Shaping Change, Ross Marino talks with Dr. Roger Landry, President and Preventive Medicine Physician at Masterpiece LLC, about his long journey as a physician, from working with the military focusing on prevention, to ultimately deciding to narrow his focus to aging and longevity. They also discuss Dr. Landry's book, 'Live Long, …
 
The ways we allow guilt and shame to dictate who we are indicates a lot about what's in our heart.Breeann Blumenthal preaches her last sermon in the Traditional Worship Service as Summer Intern here at SMCC.Catch her sermon also on YouTube and Apple Podcasts.저자 Breeann Blumenthal- PTS Summer Intern
 
What prescription do you need to look at and see others as God looks and sees us?Rev. Jessica Vaughan Lower begins the Summer Sermon Series on the Annual Spiritual during the Traditional Worship Service.Find us also on YouTube and Apple Podcasts.저자 Rev. Jessica Vaughan Lower
 
Through what lens are you viewing reality? It is eventually how you'll look at and see yourself in relation to others and the world.Rev. Dr. Tewell begins the Summer Sermon Series on the Annual Spiritual during the Contemporary Worship service.Find us also on YouTube and Apple Podcasts.저자 Rev. Dr. Tom Tewell- Preacher in Residence
 
Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions and multi-published author, talks with Ross Marino about behavioral finance. What does a Chief Behavioral Officer do? Daniel talks with Ross about what his position encompasses. Using tools, training, and technology, Daniel devises systems to educate advisors on how to implement beh…
 
"The power of human connection is essential to human flourishing. It is what it means to live life to the fullest."Rev. Jessica unpacks this simple but profound statement in her message during the Contemporary Worship Service.Find us also on Youtube and Apple podcasts.저자 Rev. Jessica Vaughan Lower
 
In the fourth installment with Susan Bradley, Ross Marino and Susan, co-authors of the book “Shaping Change”, talk about the questions your clients should consider regarding what is important to them while planning for this transition. Seeking out activities that can be routine, social, challenging, and measurable, allow you to have a successful fl…
 
In the third installment with Susan Bradley, Ross Marino and Susan, co-authors of the book “Shaping Change”, discuss the four characteristics of activities that can successfully employ these keys so you can help your clients make the best of their time after retirement. Activities should be: Routine - Explore and partiipate in regularly scheduled, …
 
In the second installment of Ross Marino's talk with Susan Bradley, both co-authors of the book “Shaping Change”, discuss how to help your clients find a balance between past expectations for retirement and new, unexpected opportunities that can greatly improve quality of life. Old View Financially, people used to rely on their pension and investme…
 
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