Our New App: Tech Updates For 2025 Unlocking Your Financial Future podcast

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TechSurge: Deep Tech VC Podcast

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Understanding the Elegant Math Behind Modern Machine Learning 1:14:43

6일 전1:14:43

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1:14:43

Artificial intelligence is evolving at an unprecedented pace—what does that mean for the future of technology, venture capital, business, and even our understanding of ourselves? Award-winning journalist and writer Anil Ananthaswamy joins us for our latest episode to discuss his latest book Why Machines Learn: The Elegant Math Behind Modern AI . Anil helps us explore the journey and many breakthroughs that have propelled machine learning from simple perceptrons to the sophisticated algorithms shaping today’s AI revolution, powering GPT and other models. The discussion aims to demystify some of the underlying math that powers modern machine learning to help everyone grasp this technology impacting our lives, even if your last math class was in high school. Anil walks us through the power of scaling laws, the shift from training to inference optimization, and the debate among AI’s pioneers about the road to AGI—should we be concerned, or are we still missing key pieces of the puzzle? The conversation also delves into AI’s philosophical implications—could understanding how machines learn help us better understand ourselves? And what challenges remain before AI systems can truly operate with agency? If you enjoy this episode, please subscribe and leave us a review on your favorite podcast platform. Sign up for our newsletter at techsurgepodcast.com for exclusive insights and updates on upcoming TechSurge Live Summits. Links: Read Why Machines Learn, Anil’s latest book on the math behind AI https://www.amazon.com/Why-Machines-Learn-Elegant-Behind/dp/0593185749 Learn more about Anil Ananthaswamy’s work and writing https://anilananthaswamy.com/ Watch Anil Ananthaswamy’s TED Talk on AI and intelligence https://www.ted.com/speakers/anil_ananthaswamy Discover the MIT Knight Science Journalism Fellowship that shaped Anil’s AI research https://ksj.mit.edu/ Understand the Perceptron, the foundation of neural networks https://en.wikipedia.org/wiki/Perceptron Read about the Perceptron Convergence Theorem and its significance https://www.nature.com/articles/323533a0…

Unlocking Your Financial Future »
Our New App: Tech Updates For 2025

약 1년 전 14:22

MP3•에피소드 홈

Welcome back to Unlocking Your Financial Future! In this episode, Ben is joined by his wife, Kaitlin, who oversees operations at B.A. Schrock Financial Group. They’re excited to share some great new tech updates for 2025 that will make managing your finances with us easier and more intuitive.

Tune in to hear all about how you can access your account information through our website, plus the launch of the new B.A. Schrock Financial Group app! We’ll also dive into some of the additional educational resources available on our site, including market update webinars, blog posts, white papers, and more.

Here’s some of what we discuss in this episode:

Accessing your account information through our website
The launch of the B.A. Schrock Financial Group app
An upcoming video tutorial on how to use our client portal
The numerous resources available on our website

Resources for this episode:

Download the B.A. Schrock App

https://baschrock-fg.com/app/

For more, visit us online: https://baschrock-fg.com/

134 에피소드

#Trading #Business #BA Schrock Financial Group #Financial Planning

Unlocking Your Financial Future

Our New App: Tech Updates For 2025

Unlocking Your Financial Future

published 약 1년 전

MP3•에피소드 홈

Here’s some of what we discuss in this episode:

Accessing your account information through our website
The launch of the B.A. Schrock Financial Group app
An upcoming video tutorial on how to use our client portal
The numerous resources available on our website

Resources for this episode:

Download the B.A. Schrock App

https://baschrock-fg.com/app/

For more, visit us online: https://baschrock-fg.com/

134 에피소드

#Trading #Business #BA Schrock Financial Group #Financial Planning

모든 에피소드

Unlocking Your Financial Future

1
Our New App: Tech Updates For 2025 14:22

7 weeks 전14:22

나중에 재생

리스트

14:22

Welcome back to Unlocking Your Financial Future ! In this episode, Ben is joined by his wife, Kaitlin, who oversees operations at B.A. Schrock Financial Group. They’re excited to share some great new tech updates for 2025 that will make managing your finances with us easier and more intuitive. Tune in to hear all about how you can access your account information through our website, plus the launch of the new B.A. Schrock Financial Group app! We’ll also dive into some of the additional educational resources available on our site, including market update webinars, blog posts, white papers, and more. Here’s some of what we discuss in this episode: Accessing your account information through our website The launch of the B.A. Schrock Financial Group app An upcoming video tutorial on how to use our client portal The numerous resources available on our website Resources for this episode: Download the B.A. Schrock App https://baschrock-fg.com/app/ For more, visit us online: https://baschrock-fg.com/…

Unlocking Your Financial Future

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The Social Security Fairness Act: What It Means For You 21:06

8 weeks 전21:06

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리스트

21:06

The recent passage of the Social Security Fairness Act has sparked significant discussions among public employees, especially in states like Ohio. In our latest podcast episode, Ben is joined by Dan Oaklief, ChFC®, RICP®, CFP® and Colleen LeMasters, CFP®, ChFC®, BFA™ to dive into the implications of this new law and what it means for those relying on public pensions. Here’s some of what we discuss in this episode: What types of workers/former workers are impacted? How does the law impact the future of Social Security. Impacts on individual planning. For more, visit us online: https://baschrock-fg.com/…

Unlocking Your Financial Future

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The New Age of Cyber Threats: Staying A Step Ahead with Ben Zelei from SBT 41:55

14 weeks 전41:55

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41:55

In today’s digital age, cyber threats are constantly changing. That’s why it’s more important than ever to stay informed and prepared. We’re thrilled to welcome back cybersecurity expert Ben Zelei from SBT and Palitto Consulting Services, Inc to share insights on the latest scam techniques you need to watch out for. Here’s some of what we discuss in this episode: Ben’s background in cybersecurity and the military Different kinds of phishing, pig butchering, and Ai attacks to be aware of Some educational resources for scam awareness Updating to Windows 11 in October 2025 Resources for this episode: Check out our previous episode with Ben https://unlocking.podbean.com/e/ep-92-cyber-security-and-protecting-yourself-against-cyber-criminals-%e2%80%93-part-2/ Scammer Payback YouTube channel https://www.youtube.com/@ScammerPayback For more, visit us online: https://baschrock-fg.com/…

Unlocking Your Financial Future

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Year-End Planning Part 2: 2025 Tax Planning Strategies 19:01

19 weeks 전19:01

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19:01

As we approach the end of the year, it’s the perfect time to talk about some year-end planning strategies. In this two-part episode, Ben and Dan will cover what you need to know and think about before we head into the new year. Last episode, we focused on updates regarding Social Security, and today, we’ll shift our focus to year-end planning from a tax perspective. With significant changes in tax laws on the horizon for 2025, it’s more important than ever to be proactive and plan ahead. Here’s some of what we discuss in this episode: Why 2025 is an important year for tax planning How the upcoming election could impact tax laws Considering Roth conversions + year-end contributions to employer-sponsored plans The benefits of HSAs for early retirees + determining the right time to take RMDs The importance of tax loss harvesting at the end of the year For more, visit us online: https://baschrock-fg.com/…

Unlocking Your Financial Future

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Year-End Planning Part 1: 2025 Social Security Updates 12:57

20 weeks 전12:57

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12:57

As we approach the end of the year, it’s the perfect time to talk about some year-end planning strategies. In this two-part episode, Ben and Dan will cover what you need to know and think about before we head into the new year. Listen in as they discuss the new cost of living adjustments, earnings limits, and the Windfall Elimination Provision. Don’t miss part 2 of this conversation and we talk about year-end tax planning! Here’s some of what we discuss in this episode: Social Security Cost of Living (COLA) adjustment The FICA Wage Base and Earnings Test Limit increase The average retirement benefit on Social Security right now The impacts of the Windfall Elimination Provision For more, visit us online: https://baschrock-fg.com/…

Unlocking Your Financial Future

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What Does it Mean to Be CFP® Accredited with Dan Oaklief 14:35

26 weeks 전14:35

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14:35

We’re excited to announce that one of our team members, Dan Oaklief, has recently earned his Certified Financial Planner designation. This is such an awesome achievement and one that he’s worked diligently to accomplish, but what does this actually mean for advisors and clients? Today we’re sitting down with Dan to discuss this milestone, what it means to be a CFP®, and the importance of continuing education in this industry. Here’s some of what we discuss in this episode: What is the value of CFP® accreditation in the field? Why CFP® accreditation is the gold standard in the industry. Dan’s favorite and least favorite part of becoming CFP® accredited. Dan’s advice to people planning to get their CFP®. For more, visit us online: https://baschrock-fg.com/…

Unlocking Your Financial Future

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What’s Driving Market Volatility This Summer? With CIO Keith Lockwood 17:02

29 weeks 전17:02

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17:02

In this episode of Unlocking Your Financial Future, Ben is joined by Chief Investment Officer, Keith Lockwood. He’s here to help dive into some of the market volatility we have seen lately and what it could mean for your investments. Tune in as Ben and Keith look at how geopolitical factors can impact the market, how recent recession talk could be a little overblown, and what investors should expect as we head into Q3 and the election season. Here’s some of what we discuss in this episode: What was really behind the bad day for the stock market in early August How geopolitical factors can impact the market Why some of the recession talk may be overblown The VIX hitting its third highest day ever How elections invite market volatility For more, visit us online: https://baschrock-fg.com/…

Unlocking Your Financial Future

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Updates From The Annual Social Security Trustees Report (Part 2) 16:14

40 weeks 전16:14

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16:14

In today’s episode, we’re continuing our conversation on the annual Social Security Trustees Report. In this half of the conversation, we’ll cover some interesting statistics from the report, including the impact of declining birth rates and immigration on Social Security's future. We'll also explore how life expectancy trends and recent events like COVID-19 are influencing projections. Here’s some of what we discuss in this episode: What does it mean that Social Security could be insolvent by 2035? How declining birth rates and changing death rates affect Social Security projections How immigration contributes to and benefits the trust fund The importance of personalized planning when it comes to Social Security decisions For more, visit us online: https://baschrock-fg.com/…

Unlocking Your Financial Future

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Updates From The Annual Social Security Trustees Report (Part 1) 20:39

42 weeks 전20:39

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20:39

In today’s episode, we’re going to share some updates from the annual Social Security Trustees Report. With Social Security serving as a cornerstone for countless retirees, understanding its current state and future projections is important. Listen in as Ben highlights the key takeaways from the 277-page report that you need to know about. Here’s some of what we discuss in this episode: The projected depletion of Social Security reserves by 2035 Our office's proactive approach to Social Security planning Raising FICA taxes to address Social Security solvency issues Cutting benefits for current recipients or for new beneficiaries Avoiding fear-based decisions and trusting in long-term planning For more, visit us online: https://baschrock-fg.com/…

Unlocking Your Financial Future

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Behind Baskets Galore with Deborah and Hannah Wasylko (Part 2) 28:41

1 year 전28:41

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28:41

We’re back to finish up our conversation with Deborah and Hannah Wasylko, the dynamic duo behind Baskets Galore. This business specializes in customized corporate gift designs, from branded items to gift baskets featuring local and gourmet selections. If you missed part 1, you can check it out here! Here’s some of what we discuss in this episode: How Deborah and Hannah operate the business side of Baskets Galore How inflation has impacted this industry + the delicate balance of managing costs and making decisions for long-term success What Deborah’s creative process looks like + what’s the in the future for Baskets Galore The value of building and maintaining client relationships through thoughtful touch strategies Get in touch with the Baskets Galore Team https://basketsgaloregifts.com/ Baskets Galore Storefront: 95 Pearl Road, Brunswick, OH 44212 hannah@basketsgaloregifts.com 330-220-0088 For more, visit us online: https://baschrock-fg.com/…

Unlocking Your Financial Future

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Behind Baskets Galore with Deborah and Hannah Wasylko (Part 1) 35:45

1 year 전35:45

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35:45

We’re excited to sit down with Deborah and Hannah Wasylko, the dynamic duo behind Baskets Galore. This business specializes in customized corporate gift designs, from branded items to gift baskets featuring local and gourmet selections. Join us as they share the story behind starting this business and their passion for creatively assisting business owners with thoughtful gifting. Here’s some of what we discuss in this episode: Hannah and Deborah’s professional backgrounds + transition into corporate gift design The early development of the business + the importance of relationship-building over direct sales in scaling a business How Deborah and Hannah creatively navigated the challenges of COVID + how it led to significant business growth Working together as a mother-daughter team + finding work-life balance in this field of work Get in touch with the Baskets Galore Team https://basketsgaloregifts.com/ Baskets Galore Storefront: 95 Pearl Road, Brunswick, OH 44212 hannah@basketsgaloregifts.com 330-220-0088 For more, visit us online: https://baschrock-fg.com/…

Unlocking Your Financial Future

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The Kitchen 212 Journey with Mike and Mandy Hamlin (Part 2) 30:58

1 year 전30:58

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30:58

We’re excited to welcome back Mike and Mandy Hamlin for today’s episode. Mike and Mandy are the owners of the successful food truck and catering business, Kitchen 212. From losing their jobs during the pandemic to taking the leap to start their own business, their story is incredibly inspiring. If you missed part 1, you can check it out here! Here’s some of what we discuss in this episode: How Mike and Mandy have pivoted from public events to private catering + the different services they offer today The kind of prep work that goes into a typical week + how they’ve tackled pricing Where Mike and Mandy see the business going + finding ways to be innovative and creative without expanding physically How the duo’s business structure and communication style have evolved throughout the years The story behind the name “Kitchen 212” Learn more about Kitchen 212: https://www.kitchen212.com/ For more, visit us online: https://baschrock-fg.com/…

Unlocking Your Financial Future

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The Kitchen 212 Journey with Mike and Mandy Hamlin (Part 1) 23:26

1 year 전23:26

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23:26

We’re excited to have some special guests on the podcast for a fun two-part episode. Mike and Mandy Hamlin are the owners of the successful food truck and catering business, Kitchen 212. From losing their jobs during the pandemic to taking the leap to start their own business, Mike and Mandy have an inspiring story to share. Join us as we chat about some common misconceptions of entrepreneurship, the importance of celebrating small victories in business ownership, and much more! Here’s some of what we discuss in this episode: How COVID-19 led Mike and Mandy back to Ohio to start a food truck Facing unexpected obstacles and celebrating victories in small business ownership Balancing work and life as a husband-and-wife entrepreneurial duo The realities of event planning and food preparation behind the scenes Learn more about Kitchen 212: https://www.kitchen212.com/ For more, visit us online: https://baschrock-fg.com/…

Unlocking Your Financial Future

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2023 Wrap Up: End of Year Market Update (Part 1) 16:55

1 year 전16:55

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16:55

As we wrap up the year, we are joined by Keith Lockwood (CIO) for a two-part discussion, exploring the financial dynamics of 2023 and providing insights into what lies ahead in 2024. Listen in as we chat about this rollercoaster of a year, focusing on the unprecedented market gains in November and December, the dominance of the “Magnificent Seven” and the Federal Reserve's role in shaping the market. Here’s some of what we discuss in this episode: The market’s unprecedented run in the last two months The dominance of the "Magnificent Seven" in driving market gains The importance of staying diversified in investment portfolios The Federal Reserve's role in shaping the market For more, visit us online: https://baschrock-fg.com/…

Unlocking Your Financial Future

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2023 Wrap Up: Market Predictions for 2024 (Part 2) 20:09

1 year 전20:09

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20:09

In case you missed it, we recently released a podcast episode with Keith Lockwood (CIO), where we reflected on this year’s financial landscape. Coming off a pretty good year in the market, what can we expect to see in 2024? Listen in as we discuss the anticipated trends and challenges that the new year might bring. Here’s some of what we discuss in this episode: Potential pullbacks in the first quarter of 2024 + opportunities to invest in good companies Potential challenges related to a Fed rate cut, rising unemployment, housing market affordability issues Usual volatility in election years + staying disciplined in investing Potential pullbacks in high-flying tech names + being selective with your investments For more, visit us online: https://baschrock-fg.com/…