# wealth management — RSS Amplifier Recent posts from the 16 feeds in the RSS Amplifier directory that cover wealth management. Page: Feed: --- ## [The New Definition of Independence](https://intellebox.substack.com/p/the-new-definition-of-independence) _2026-08-19 · AJ De Rosa · AJ De Rosa_ Owning the Firm Isn’t the Same as Owning What You Build ## [Don't Waste Your Go-Go Years: Tactical Planning for Active Retirement](https://omny.fm/shows/retirement-coffee-talk/dont-waste-your-go-go-years-tactical-planning-for-active-retirement) _2026-08-18 · Retirement Coffee Talk_ Navigating retirement planning without the right tools can feel like teeing off into a headwind-one wrong club choice, and your entire score suffers. In this episode of Retirement Coffee Talk , host Charisse Rivers of Zinnia Wealth unpacks why treating your life's savings like a personalized golf strategy is the key to mastering market volatility, taxes, and Social Security decisions. From… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/9fea9dc5-44f9-4439-b201-b09800e53562/431e945c-71db-481b-bb99-b4a90150c953/audio.mp3?utm_source=Podcast&in_playlist=ab4cf6f7-0966-408a-ad0f-b09800e53579) ## [Is Your Retirement Ready for the Next Market Thunderstorm?](https://omny.fm/shows/unleash-your-wealth/is-your-retirement-ready-for-the-next-market-thunderstorm) _2026-08-18 · Unleash Your Wealth_ What happens when a strong market masks growing risks beneath the surface? On this episode, Raj Shah and Rick Borek discuss the gap between stock market gains and economic uncertainty, why many pre-retirees are reconsidering portfolio risk, and the challenges inflation creates for long-term retirement income. They explore how market volatility, sequence-of-returns risk, and changing economic… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/5e2f1627-1335-4740-87dd-b0ad01300816/265483eb-4663-4f48-bcd8-b4a900ee30ab/audio.mp3?utm_source=Podcast&in_playlist=3065f839-8699-4256-9afa-b0ad01300824) ## [Why Your Retirement Income Needs More Than a Formula](https://omny.fm/shows/success-in-the-new-retirement-1/why-your-retirement-income-needs-more-than-a-formula) _2026-08-18 · Success in the New Retirement_ Could one-size-fits-all retirement formulas leave your income plan coming up short? Matt Deaton examines the 4% rule, longer life expectancies, and the challenge of turning savings into consistent retirement income. He also explores the "rule of thirds," including guaranteed income, fixed-income investments, and equities, while explaining why the right allocation may look different for every… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/8e3af146-91a8-47b3-9fc3-b0a500e928ce/4c9892ad-844c-4bc3-b8ad-b4a20146b349/audio.mp3?utm_source=Podcast&in_playlist=bcea000e-393d-40f1-aa02-b0a500e928dc) ## [The Retirement Planning Conversation Too Many Families Avoid](https://omny.fm/shows/your-family-and-your-retirement/the-retirement-planning-conversation-too-many-families-avoid) _2026-08-18 · Your Family And Your Retirement_ What if some of the best retirement lessons come from people who are still working? In this episode, Stuart Seegmiller discusses the habits retirees can carry forward from their working years, including budgeting, continuous learning, maintaining multiple income sources, and keeping an emergency fund. He also explores why staying engaged with your finances can help reduce stress and improve… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/a9dc0acb-9df6-4dd5-b6aa-b0ad01300727/9aa65a6f-2166-4f73-be52-b4a3014f8605/audio.mp3?utm_source=Podcast&in_playlist=02313e5d-c891-442d-a1df-b0ad01300730) ## [Episode 104: Why the Best Family Business Leaders Serve First](https://www.tncfb.com/family-business-today-podcast/2026/8/13/episode-104-why-the-best-family-business-leaders-serve-first) _2026-08-17 · Bronwyn G · Family Business Today_ Episode 104: Why the Best Family Business Leaders Serve First TNCFB Our guest today is Ray Chung. Ray is an entrepreneur, an advisor, and serves as a senior consultant at Rising Sun Consultants, a servant leadership and organizational consulting company. Prior to his most current endeavor in consulting, he has led in the area of people and culture for organizations including LINKBANK, TE… [Listen](https://static1.squarespace.com/static/588f83c36b8f5b07d8b72992/t/6a8381ed74e1745a244834b7/1787003385212/Ep+104+-+Ray+Chung.MP3) ## [Celebrity Estates: The Murdoch Family Trust and Irrevocable Planning with Mark Parthemer](https://deadcelebrity.blubrry.net/2026/08/17/celebrity-estates-the-murdoch-family-trust-and-irrevocable-planning-with-mark-parthemer/) _2026-08-17 · Celebrity Estates: Wills of the Rich and Famous_ What should planners consider when an irrevocable trust no longer fits the family it was designed to serve? For estate planning professionals advising families with closely held businesses, that question can become especially difficult when beneficiaries have different roles, financial interests and ideas about the company’s future. In this episode of Celebrity Estates, Senior Editor David Lenok… [Listen](https://media.blubrry.com/deadcelebrity/media.blubrry.com/deadcelebrity/ins.blubrry.com/deadcelebrity/CE-Mark_Parthemer-AUDIO.mp3) ## [Navigating Retirement Hazards: Is Your Portfolio Bag Packed with the Right Tools?](https://omny.fm/shows/retirement-coffee-talk/navigating-retirement-hazards-is-your-portfolio-bag-packed-with-the-right-tools) _2026-08-15 · Retirement Coffee Talk_ Playing the financial terrain of retirement requires picking the right tool for every hazard, from unpredictable market swings to tax drag. On this episode of Retirement Coffee Talk , Charisse Rivers breaks down how to strategically assemble an all-weather retirement plan using dedicated tax, income, and asset tools. She reveals why retirees often struggle to spend their hard-earned 401(k)… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/9fea9dc5-44f9-4439-b201-b09800e53562/672914c1-22ef-4eb7-a57f-b4a6011a5f99/audio.mp3?utm_source=Podcast&in_playlist=ab4cf6f7-0966-408a-ad0f-b09800e53579) ## [Capital Expenditures on Steroids!](https://nwrpodcast.libsyn.com/capital-expenditures-on-steroids) _2026-08-13 · NetWorth Radio_ [Listen](https://traffic.libsyn.com/secure/nwrpodcast/NWR8-17-26.mp3?dest-id=87163) ## [Common Estate Planning Mistakes That Can Undermine Your Legacy with Dom Parillo (Ep. 205)](https://retireright.blubrry.net/2026/08/12/common-estate-planning-mistakes-that-can-undermine-your-legacy-with-dom-parillo-ep-205/) _2026-08-12 · Retirement Unlocked_ A lot of people think their estate planning is complete once the legal documents are signed. But for retirees and families with complex assets, those documents may not be enough if trusts, beneficiary designations, account ownership, and tax planning aren’t coordinated. In this episode, Larry Heller, CFP®, CDFA®, speaks with Dominick J. Parillo, JD, CFP®, Director of Wealth Transfer at Savant… [Listen](https://media.blubrry.com/retireright/ins.blubrry.com/retireright/RU_R205_AUDIO_RevA.mp3) ## [Meet Claude, the AI assistant (Sponsored)](https://crawlproof.com/a/KmjeQlxCFaZa) _2026-08-12 · **Sponsored**_ Conversational AI to answer questions, brainstorm ideas, and help with tasks. ## [Your 401(k) Is Growing. But Is It Ready for Retirement?](https://omny.fm/shows/unleash-your-wealth/your-401-k-is-growing-but-is-it-ready-for-retirement) _2026-08-11 · Unleash Your Wealth_ What happens when a lifetime of saving becomes a retirement paycheck? On this episode, Raj Shah and Rick Borek discuss the key decisions retirees face, from managing 401(k) rollovers and required minimum distributions (RMDs) to evaluating Roth conversions and addressing market volatility. They explain why retirement changes the way investors should think about risk, taxes, and income planning, and… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/5e2f1627-1335-4740-87dd-b0ad01300816/babc4a27-6afa-47e7-8ca1-b4a3004f9fd0/audio.mp3?utm_source=Podcast&in_playlist=3065f839-8699-4256-9afa-b0ad01300824) ## [Who Really Owns Your Home? The Property Tax Trap](https://omny.fm/shows/retirement-coffee-talk/who-really-owns-your-home-the-property-tax-trap) _2026-08-11 · Retirement Coffee Talk_ You paid off your home, but do you actually own it-or are you paying the government a lifetime subscription? State Representative Ryan Chamberlain joins Charisse Rivers to debate the true cost of Florida's property tax system, exposing how escalating taxes act like an undisclosed second mortgage on everyday homeowners. We pull back the curtain on government budgets to analyze whether proposals… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/9fea9dc5-44f9-4439-b201-b09800e53562/6fbcd5de-c899-43d4-9ca6-b4a2015d6cb3/audio.mp3?utm_source=Podcast&in_playlist=ab4cf6f7-0966-408a-ad0f-b09800e53579) ## [Buying the Dip or Catching a Falling Market?](https://omny.fm/shows/success-in-the-new-retirement-1/buying-the-dip-or-catching-a-falling-market) _2026-08-11 · Success in the New Retirement_ Buying the dip can look smart until the market keeps falling. Matt Deaton discusses emotional investing, market trends, inflation, interest rates, and the uncertainty surrounding midterm election cycles. He explains why disciplined portfolio management involves more than chasing headlines or popular investments and examines how changing economic conditions may affect retirees. The conversation… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/8e3af146-91a8-47b3-9fc3-b0a500e928ce/4d2d821f-7844-4b75-ae51-b4a20146a6ab/audio.mp3?utm_source=Podcast&in_playlist=bcea000e-393d-40f1-aa02-b0a500e928dc) ## [The Retirement Questions That Keep People Up at Night](https://omny.fm/shows/your-family-and-your-retirement/the-retirement-questions-that-keep-people-up-at-night) _2026-08-11 · Your Family And Your Retirement_ What keeps retirees up at night isn't always the market-it's the fear of the unknown. In this episode, Ethan Glasgow discusses the two biggest retirement concerns he hears most often: being unprepared for life's surprises and worrying about income lasting through retirement. He explains why having a written plan can help reduce uncertainty, how healthcare and long-term care costs fit into the… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/a9dc0acb-9df6-4dd5-b6aa-b0ad01300727/c59d3bbd-4ed9-490e-b65f-b4940123ff86/audio.mp3?utm_source=Podcast&in_playlist=02313e5d-c891-442d-a1df-b0ad01300730) ## [⚙️ Arche Capital Insights: Finance Was Built for Humans. Its Next Users May Not Be](https://archecapital.substack.com/p/arche-capital-insights-finance-was) _2026-08-10 · Arche Capital · Arche Capital Substack_ Banks are rebuilding financial rails for a 24/7 world. Agentic AI could test just how far that transformation needs to go. ## [Monopoly, Market Crash, and the Math Behind Your Life Savings](https://omny.fm/shows/retirement-coffee-talk/winning-at-retirement-strategy-lessons-from-a-6-hour-monopoly-game) _2026-08-08 · Retirement Coffee Talk_ Playing a six-hour game of Monopoly with family can expose the exact financial mistakes people make in real life-especially when relying on a single asset class instead of staying properly diversified. Host Charisse Rivers dives into the realities of retirement planning, from building non-cookie-cutter income streams to addressing potential future Social Security cuts. Joined by Florida… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/9fea9dc5-44f9-4439-b201-b09800e53562/da95c004-67e3-4044-840c-b49e01585ff7/audio.mp3?utm_source=Podcast&in_playlist=ab4cf6f7-0966-408a-ad0f-b09800e53579) ## [Profit Boom](https://nwrpodcast.libsyn.com/profit-boom) _2026-08-07 · NetWorth Radio_ [Listen](https://traffic.libsyn.com/secure/nwrpodcast/NWR8-10-26.mp3?dest-id=87163) ## [Retirement Investing During Market Volatility](https://retirementpathfinder.podbean.com/e/retirement-investing-during-market-volatility/) _2026-08-06 · Retirement Pathfinder with Barbara Lane & Phil Guske_ Market swings can test even seasoned investors, but a disciplined approach to risk and diversification may be more important than trying to time the next move. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule a 15-minute Consult: http://PathfinderChat.com Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG Find Out Your Tax Bill:… [Listen](https://mcdn.podbean.com/mf/web/ev4ext6bmw74a9xh/192_-_BARBARA_LANE_-_MARKET_VOLATILITY65qvc.mp3) ## [Ditch the 65 Myth: How to Retire at 62 with Financial Confidence](https://omny.fm/shows/retirement-coffee-talk/ditch-the-65-myth-how-to-retire-at-62-with-financial-confidence) _2026-08-04 · Retirement Coffee Talk_ Traditional pensions are practically extinct, leaving millions of Americans struggling to turn their 401(k) savings into a reliable, lifelong stream of income. Relying on basic market strategies or waiting until age 65 out of fear often leads to unnecessary delay and anxiety. In this episode of Retirement Coffee Talk , Charisse Rivers breaks down actionable strategies to transition your wealth… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/9fea9dc5-44f9-4439-b201-b09800e53562/61711f6c-54b6-4fc7-a933-b49b0152aa8f/audio.mp3?utm_source=Podcast&in_playlist=ab4cf6f7-0966-408a-ad0f-b09800e53579) ## [Build the Ark Before the Market Storm Hits](https://omny.fm/shows/unleash-your-wealth/build-the-ark-before-the-market-storm-hits) _2026-08-04 · Unleash Your Wealth_ What happens to your retirement plan when the market's sunshine suddenly turns into a storm? Raj Shah and Rick Borek discuss why protecting gains during strong markets may be just as important as pursuing growth. They explore strategies designed to help manage downside risk, the importance of preparing for market volatility before it arrives, and how comprehensive retirement planning goes beyond… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/5e2f1627-1335-4740-87dd-b0ad01300816/0d8d4279-d4e2-478e-839f-b49b00f46215/audio.mp3?utm_source=Podcast&in_playlist=3065f839-8699-4256-9afa-b0ad01300824) ## [Generate Viral Hot Takes (Sponsored)](https://crawlproof.com/a/RygIB5r8AFTW) _2026-08-04 · **Sponsored**_ Get platform-optimized hot takes and rebuttals to spark debate and engagement ## [The Retirement Mistake That Keeps People Up at Night](https://omny.fm/shows/success-in-the-new-retirement-1/the-retirement-mistake-that-keeps-people-up-at-night) _2026-08-04 · Success in the New Retirement_ Could you already be ready to retire and not know it? Damon Roberts and Matt Deaton explain why a financial plan can reduce uncertainty and help people understand where they truly stand. They discuss income planning, Social Security, pensions, retirement timing, and creating a paycheck-like income stream after work ends. The conversation highlights how having a strategy can help replace guesswork… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/8e3af146-91a8-47b3-9fc3-b0a500e928ce/2f58a1a9-f114-4ceb-a054-b49b01563acd/audio.mp3?utm_source=Podcast&in_playlist=bcea000e-393d-40f1-aa02-b0a500e928dc) ## [The “Fab 10” Boom: Opportunity or Warning Sign?](https://omny.fm/shows/your-family-and-your-retirement/the-fab-10-boom-opportunity-or-warning-sign) _2026-08-04 · Your Family And Your Retirement_ What happens if the hottest stocks in your portfolio suddenly cool off? In this episode, Ethan Glasgow discusses the growing excitement around the "Fab 10" tech companies and why retirees should be cautious about becoming too concentrated in a single sector. He explains the importance of having a Plan B, diversifying across different asset classes, and balancing growth opportunities with… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/a9dc0acb-9df6-4dd5-b6aa-b0ad01300727/74f080e9-9fd5-4ca7-a501-b49401237ca0/audio.mp3?utm_source=Podcast&in_playlist=02313e5d-c891-442d-a1df-b0ad01300730) ## [🏦 Arche Capital Insights: Where Is the Value Actually Accruing?](https://archecapital.substack.com/p/arche-capital-insights-where-is-the) _2026-08-03 · Arche Capital · Arche Capital Substack_ Coinbase, Morgan Stanley and BNY Mellon all point to the same structural shift. ## [How to Hire a Wealth Manager](https://santabarbaramanagement.substack.com/p/how-to-hire-a-wealth-manager) _2026-08-03 · Santa Barbara Management · Building Santa Barbara Management_ You will probably only make this decision once. Here is how to make it well. ## [Retire by Design: The Secret to Spending More and Worrying Less](https://omny.fm/shows/retirement-coffee-talk/retire-by-design-the-secret-to-spending-more-and-worrying-less) _2026-08-01 · Retirement Coffee Talk_ Without a traditional pension, modern retirees face the daunting task of managing their own lifelong income streams. Host Charisse Rivers reveals how a well-structured income strategy allows you to retire on your own terms-even at age 62-without fear of running out of money. Learn how to optimize your portfolio across pre-tax, taxable, and tax-free "buckets" to mitigate risk, minimize tax… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/9fea9dc5-44f9-4439-b201-b09800e53562/aab001fc-9870-432a-8a5c-b49801159adb/audio.mp3?utm_source=Podcast&in_playlist=ab4cf6f7-0966-408a-ad0f-b09800e53579) ## [Punished For Overspending!](https://nwrpodcast.libsyn.com/punished-for-overspending) _2026-07-31 · NetWorth Radio_ [Listen](https://traffic.libsyn.com/secure/nwrpodcast/NWR8-3-26.mp3?dest-id=87163) ## [Celebrity Estates: Taylor Swift, Travis Kelce and Prenuptial Agreements](https://deadcelebrity.blubrry.net/2026/07/29/celebrity-estates-taylor-swift-travis-kelce-and-prenuptial-agreements/) _2026-07-29 · Celebrity Estates: Wills of the Rich and Famous_ Couples often treat prenuptial agreements as something to worry about only if a marriage ends, but many of the most useful decisions happen long before that possibility ever arises. The process can bring financial expectations, family responsibilities and future planning into the open while both people are still working toward the same goals. In this episode of Celebrity Estates, Senior Editor… [Listen](https://media.blubrry.com/deadcelebrity/media.blubrry.com/deadcelebrity/ins.blubrry.com/deadcelebrity/CE_TravisAndTaylor_Mastered_Audio.mp3) ## [Get Rich or Protect Your Wealth? The Big Retirement Dilemma](https://omny.fm/shows/retirement-coffee-talk/get-rich-or-protect-your-wealth-the-big-retirement-dilemma) _2026-07-28 · Retirement Coffee Talk_ Chasing high-flying tech stocks like SpaceX or hoarding massive cash reserves can quietly derail your golden years. In this episode of Retirement Coffee Talk , Charisse Rivers of Zinnia Wealth unpacks the psychological shifts required when transitioning from saving for retirement to living off your wealth. Learn how to manage market hype without taking on catastrophic risk, why "COVID brain"… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/9fea9dc5-44f9-4439-b201-b09800e53562/826406c6-9083-4d1f-9f7f-b49401545bbf/audio.mp3?utm_source=Podcast&in_playlist=ab4cf6f7-0966-408a-ad0f-b09800e53579) ## [The $1 Million Retirement Myth: What Really Matters?](https://omny.fm/shows/unleash-your-wealth/the-1-million-retirement-myth-what-really-matters) _2026-07-28 · Unleash Your Wealth_ Do you really need $1 million to retire, or is that just a retirement myth? Raj Shah and Rick Borek discuss why retirement success may depend more on income planning than hitting a specific savings target. They explore how guaranteed income strategies, Social Security, 401(k)s, fixed income options, and portfolio structure can work together to create financial confidence. The conversation also… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/5e2f1627-1335-4740-87dd-b0ad01300816/657a6c1c-4fcc-429a-9c75-b4920017137c/audio.mp3?utm_source=Podcast&in_playlist=3065f839-8699-4256-9afa-b0ad01300824) ## [DIY Retirement? Don’t Miss the Hidden Gaps](https://omny.fm/shows/success-in-the-new-retirement-1/diy-retirement-don-t-miss-the-hidden-gaps) _2026-07-28 · Success in the New Retirement_ What happens when DIY retirement planning misses the details that matter most? Damon Roberts & Matt Deaton discuss when self-directed investors may still need help with income planning, tax strategy, Roth conversions, and building a retirement plan around real lifestyle needs instead of a one-size-fits-all "magic number." The conversation also explores fiduciary guidance, tax diversification, and… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/8e3af146-91a8-47b3-9fc3-b0a500e928ce/341f008e-fe6c-4335-8ebe-b48d0154984f/audio.mp3?utm_source=Podcast&in_playlist=bcea000e-393d-40f1-aa02-b0a500e928dc) ## [Open this .onion address (Sponsored)](https://crawlproof.com/a/xFKmgzHWqgaG) _2026-07-28 · **Sponsored**_ Access 7btj5kisrpopxjkhmcugbiygfk2xd6op3ta7whfrmxxrldyrlh5b5zad.onion using a Tor browser. ## [Why Retirement Dreams Often Cost More Than Expected](https://omny.fm/shows/your-family-and-your-retirement/why-retirement-dreams-often-cost-more-than-expected-1) _2026-07-28 · Your Family And Your Retirement_ Your vision for retirement can fall apart quickly if you don't understand what it actually costs. In this episode, the conversation explores the growing gap between retirement expectations and real‑world expenses, from inflation and taxes to major decisions like selling real estate or creating income. The discussion highlights how overlooked tax consequences, Medicare impacts, and rising costs can… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/a9dc0acb-9df6-4dd5-b6aa-b0ad01300727/461c0509-86ce-4654-a4e5-b4910024ec05/audio.mp3?utm_source=Podcast&in_playlist=02313e5d-c891-442d-a1df-b0ad01300730) ## [The #1 Portfolio Shift You Must Make Before Retiring](https://omny.fm/shows/retirement-coffee-talk/the-1-portfolio-shift-you-must-make-before-retiring) _2026-07-25 · Retirement Coffee Talk_ Are stock market high-flyers secretly sabotaging your retirement security? DIY investors often get hooked on tech trends, but transition into retirement requires shifting focus from building wealth to preserving it. In this episode of Retirement Coffee Talk , Charisse Rivers breaks down the risks of portfolio overexposure, the critical psychology of transitioning from earning to spending, and how… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/9fea9dc5-44f9-4439-b201-b09800e53562/58cb9658-0a96-44a8-90bd-b491014eeb30/audio.mp3?utm_source=Podcast&in_playlist=ab4cf6f7-0966-408a-ad0f-b09800e53579) ## [The Greatest Spending Spree in History!](https://nwrpodcast.libsyn.com/the-greatest-spending-spree-in-history) _2026-07-24 · NetWorth Radio_ [Listen](https://traffic.libsyn.com/secure/nwrpodcast/NWR_7-27-26.mp3?dest-id=87163) ## [DeFi Vaults Under the Microscope: Growth Meets Regulatory Reality After SEC Commissioner Peirce’s Warning](https://archecapital.substack.com/p/defi-vaults-under-the-microscope) _2026-07-23 · Arche Capital · Arche Capital Substack_ What can the SEC do about it ? ## [What to Do After Selling Your Business: 5 Mistakes That Could Affect Your Retirement (Ep. 204)](https://retireright.blubrry.net/2026/07/22/what-to-do-after-selling-your-business-5-mistakes-that-could-affect-your-retirement-ep-204/) _2026-07-22 · Retirement Unlocked_ What should you do after selling your business? Closing the deal is a major milestone, but it’s only the beginning of a new chapter. Without a thoughtful plan, emotional decisions, tax surprises, and a lack of direction can undermine the financial freedom you’ve worked so hard to achieve. In this episode, Larry Heller, CFP®, CDFA®, explores the most common mistakes business owners make after… [Listen](https://media.blubrry.com/retireright/media.blubrry.com/retireright/ins.blubrry.com/retireright/RU_R204_AUDIO.mp3) ## [You've Won the Race: Why Risk Your Retirement Nest Egg Now?](https://omny.fm/shows/retirement-coffee-talk/youve-won-the-race-why-risk-your-retirement-nest-egg-now) _2026-07-21 · Retirement Coffee Talk_ Are you winning the retirement race only to risk it all by overexposing your nest egg to market volatility? In this episode of Retirement Coffee Talk , Charisse Rivers of Zinnia Wealth discusses how to protect your hard-earned wealth while still enjoying market upside. Discover real-world stories of retirees shifting from high-risk growth to safe money income strategies, tax planning, and… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/9fea9dc5-44f9-4439-b201-b09800e53562/ad6fd534-1442-4454-bbe8-b48d0159c3f0/audio.mp3?utm_source=Podcast&in_playlist=ab4cf6f7-0966-408a-ad0f-b09800e53579) ## [Market Highs, Social Security Risks, and the Retirement Planning Puzzle](https://omny.fm/shows/unleash-your-wealth/market-highs-social-security-risks-and-the-retirement-planning-puzzle) _2026-07-21 · Unleash Your Wealth_ Could today's market highs and Social Security uncertainty be warning signs retirees can't afford to ignore? Raj Shah and Rick Borek discuss why diversification matters as investors navigate market volatility, concentrated stock positions, and retirement income planning. They explore the risks of relying too heavily on a handful of stocks, the role of fixed income strategies in retirement, and how… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/5e2f1627-1335-4740-87dd-b0ad01300816/e47268d5-5e7f-4266-951b-b48d00f69b20/audio.mp3?utm_source=Podcast&in_playlist=3065f839-8699-4256-9afa-b0ad01300824) ## [Market Highs, Retirement Risk, and the Plan You Need](https://omny.fm/shows/success-in-the-new-retirement-1/market-highs-retirement-risk-and-the-plan-you-need) _2026-07-21 · Success in the New Retirement_ A strong market can make retirement feel easier-until the next downturn tests the plan. Damon Roberts & Matt Deaton talk through buying the dip, rebalancing risk, and why retirees may need a strategy built for their stage of life rather than market headlines. They also discuss the stress of not having a written retirement plan, the value conversation around professional guidance, and how clarity… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/8e3af146-91a8-47b3-9fc3-b0a500e928ce/7b1d1e44-11f2-4017-bb5d-b48d01547df0/audio.mp3?utm_source=Podcast&in_playlist=bcea000e-393d-40f1-aa02-b0a500e928dc) ## [If You Can’t Explain Your Plan, It’s Too Complicated](https://omny.fm/shows/your-family-and-your-retirement/if-you-can-t-explain-your-plan-it-s-too-complicated-1) _2026-07-21 · Your Family And Your Retirement_ A retirement plan shouldn't feel harder to understand than the product it's meant to support. In this episode, Abe Ashton explains why many people get overwhelmed by financial jargon and how complexity often masks clarity. Using a timely pop‑culture moment as a springboard, the conversation explores healthcare costs, Medicare realities, retiring before 65, and why every plan should clearly answer… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/a9dc0acb-9df6-4dd5-b6aa-b0ad01300727/72d2bfef-97df-48fc-b90e-b48d00cb8439/audio.mp3?utm_source=Podcast&in_playlist=02313e5d-c891-442d-a1df-b0ad01300730) ## [Episode 103: 1 Family, 4 Generations, 100 Years: The Sprague Pest Solutions Story with Ross Treleven](https://www.tncfb.com/family-business-today-podcast/2026/7/16/episode-103-1-family-4-generations-100-years-the-sprague-pest-solutions-story-with-ross-treleven) _2026-07-21 · Bronwyn G · Family Business Today_ Episode 103: 1 Family, 4 Generations, 100 Years: The Sprague Pest Solutions Story with Ross Treleven TNCFB Our guest today is Ross Treleven. Ross was named President of Sprague Pest Solutions in January 2021 and named CEO in May 2024. Treleven joined Sprague in 1998 for a summer job in high school, becoming a technician in college, where he attended Gonzaga University completing a Business… [Listen](https://static1.squarespace.com/static/588f83c36b8f5b07d8b72992/t/6a5939338e29c824e45a53a7/1784232252093/Ep+103+-+Ross+Trevlen.MP3) ## [Arche Capital Insights: Stripe Wants PayPal, Bolivia Wants USDT](https://archecapital.substack.com/p/arche-capital-insights-stripe-wants) _2026-07-20 · Arche Capital · Arche Capital Substack_ Stablecoins, tokenization, and a $53 billion payments bet. ## [The 401k Tax Trap: Is Uncle Sam Draining Your Wealth?](https://omny.fm/shows/retirement-coffee-talk/the-401k-tax-trap-is-uncle-sam-draining-your-wealth) _2026-07-18 · Retirement Coffee Talk_ Are you accidentally leaving your retirement savings vulnerable to an uninvited silent partner? In this episode of Retirement Coffee Talk , host Charisse Rivers breaks down why relying solely on stock market growth or blindly draining your 401k can trigger devastating tax traps. Through real-life client stories, discover the critical difference between what you make and what you actually keep.… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/9fea9dc5-44f9-4439-b201-b09800e53562/1fd60847-51b6-45a8-a728-b48a014abc5a/audio.mp3?utm_source=Podcast&in_playlist=ab4cf6f7-0966-408a-ad0f-b09800e53579) ## [Q3 Big Money Flow Reversals!](https://nwrpodcast.libsyn.com/q3-big-money-flow-reversals-0) _2026-07-16 · NetWorth Radio_ [Listen](https://traffic.libsyn.com/secure/nwrpodcast/NWR7-20-26.mp3?dest-id=87163) ## [One Model Is Not a Strategy](https://intellebox.substack.com/p/one-model-is-not-a-strategy) _2026-07-16 · AJ De Rosa · AJ De Rosa_ Why AI diversification belongs in the same conversation as portfolio diversification ## [Get Rich Slow: A Conversation On Inflation, Discipline, And Long-Term Growth](https://retirementpathfinder.podbean.com/e/get-rich-slow-a-conversation-on-inflation-discipline-and-long-term-growth/) _2026-07-16 · Retirement Pathfinder with Barbara Lane & Phil Guske_ Why chasing quick profits and trying to time the market could put retirement goals at risk, and what investors should focus on instead. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule a 15-minute Consult: http://PathfinderChat.com Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG Find Out Your Tax Bill: https://whatismytaxbill.com/ [Listen](https://mcdn.podbean.com/mf/web/kvw5dypfjfbivry7/191_-_BARBARA_LANE_-_GET_RICH_SLOW7ybc2.mp3) ## [The Healthy Advisor: What’s Driving Advisor Wellbeing with Michael Kitces](https://transparencypodcast.blubrry.net/2026/07/15/the-healthy-advisor-whats-driving-advisor-wellbeing-with-michael-kitces/) _2026-07-15 · Healthy Advisor_ Michael Kitces has spent years studying what drives satisfaction among financial advisors, going beyond firm performance metrics to focus on personal wellbeing and career fulfillment. His latest research, the 2025 Advisor Wellbeing Study, reveals how advisor happiness has shifted in recent years and what factors are shaping those changes. Drawing from responses across the industry, the study… [Listen](https://media.blubrry.com/transparencypodcast/media.blubrry.com/transparencypodcast/ins.blubrry.com/transparencypodcast/HA_MichaelKitces_Audio.mp3) ## [The Tax Strategy Retirees Often Miss](https://omny.fm/shows/success-in-the-new-retirement-1/the-tax-strategy-retirees-often-miss) _2026-07-14 · Success in the New Retirement_ Retirement may be the first time you can truly control your tax bill. Damon Roberts & Matt Deaton explain how tax diversification, Roth accounts, retirement income planning, and annuity strategies can help create more flexibility in retirement. The conversation focuses on keeping more of your money while building dependable retirement income. For more information or to schedule a consultation,… [Listen](https://p.podderapp.com/1060480820/traffic.omny.fm/d/clips/17c800ba-ea44-4653-a3a3-b06100186fcf/8e3af146-91a8-47b3-9fc3-b0a500e928ce/d9655045-a63c-40a5-bc34-b47f00f960e0/audio.mp3?utm_source=Podcast&in_playlist=bcea000e-393d-40f1-aa02-b0a500e928dc) ## [Arche Capital Insights: Wall Street's Digital Asset Playbook](https://archecapital.substack.com/p/arche-capital-insights-wall-streets) _2026-07-13 · Arche Capital · Arche Capital Substack_ Over the past few years, I’ve found that the most important developments in digital assets are rarely the loudest ones. ## [Economic and Financial Market Impacts? Iran, Russia, Ukraine](https://nwrpodcast.libsyn.com/economic-and-financial-market-impacts-iran-russia-ukraine) _2026-07-10 · NetWorth Radio_ [Listen](https://traffic.libsyn.com/secure/nwrpodcast/NWR7-13-26.mp3?dest-id=87163) ## [Why Context Layers Can't Be Built In-House](https://intellebox.substack.com/p/why-context-layers-cant-be-built) _2026-07-09 · AJ De Rosa · AJ De Rosa_ The governance problem masquerading as an engineering problem