Wealth management

Good news, you found Premier Retirement Radio with Jeff Foggin.

Jeff is the founder of Premier Retirement Planning and Wealth Management, and he's been guiding people financially and into retirement for 30 years.

So get ready for an hour of the most comprehensive financial information on the radio.

Premier Retirement with Jeff Bogan.

And now here's Jeff Bogan and Jeff Shade.

Thank you so much.

Welcome to Premier Retirement with Jeff Hogan, the radio show that gives you the straight talk and honest answers you need to help you reach your wealth management and retirement goals through smart investing and careful planning.

On today's show, we're going to be talking about what's really scaring you about retirement in honor of Halloween.

It's there probably the same day.

If you operate at Triad that way, it is what are the themes that we keep hearing from our member firms that's getting them stuck, that's overly complicated, that's a ton of data entry, that all of the stuff that bogs firms down and gets in the way of them serving clients, how do we fix that for them? And one of the big gaps was our distribution believes that both insurance and wealth management is the best way to accomplish retiree goals right so it's put more tools in the toolbox and then as a fiduciary reach in select best tool this solves problem most efficiently the problem is when it comes to technology and distribution for advisors like insurance and wealth management the tech doesn't work together the data doesn't flow there's a lot of disconnect there And so we actually started by breaking down this kind of siloed build where it's insurance, brokerage, wealth management, annuities, life.

And we basically built a hub and spoke model that starts in the middle with advanced planning.

So when I'm an advisor, I have a client with a million, two million, five million.

So don't be that first use case, folks, where you do get your wrists slapped.

Do this right.

And to your point around AI, I actually thought your recent article on wealth management about treating AI like a new employee was brilliant.

a really interesting way to frame adoption because everyone's racing to deploy it.

Listeners, welcome back to the Behind the Wealth Show podcast hosted by Premier Investments and Wealth Management.

My name's Elias.

I also have Steve and Scott with me today.

I'm sure that's going to be in the show notes.

You could also contact us to get a copy of that or to schedule a second opinion conversation everyone thank you for listening today and we will see you next time

securities and advisory services offered through lpl financial a registered investment advisor member fin recipient the opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for any individual to determine which investments may be appropriate for you consult with your attorney accountant and financial or tax advisor prior to investing premier investments and wealth management and lpl financial do not provide tax advice Please consult your tax professional.

Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful, there's no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio.

Diversification does not protect against market risk.

I'm Mariana Salvatore, head of U.S. public policy research at Morgan Stanley.

And I'm Monica Guerra, head of policy and geopolitical strategy for Morgan Stanley Wealth Management.

Today, we're going to be talking about the upcoming midterm elections and what investors should be watching from both an institutional and individual investor perspective.

It's Wednesday, October 28th at 10

The investment cycle continues, but both the pace and the geographic distribution of new projects could become more dependent on local policy decisions.

And that distinction matters for investors exposed to utilities, power generation, and the broader AI infrastructure supply chain.

So, Monica, how are you thinking about that issue specifically for wealth management clients?

I think it's a really good example of how a national political issue can have very local investment implications.

Well, hello and welcome to Wealth Management in Motion on 680 CJOB.

My name is Kathy Kennedy, your host, and we are so glad you are joining us today.

With me, as always, my partner in crime, Myles Durko, Senior Investment and Wealth Advisor at RBC Dominion Securities here in the city of Winnipeg.

Before we jump into today's topic, can you just take a moment and remind our listeners what exactly it is you and your team do?

Of course.

Yeah, I'm a senior investment and wealth advisor at RBC Dominion Securities, which is really an arm of the Royal Bank that's focused on wealth management.

And wealth management, I know, can sound like a big concept, but it really comes down to three core things.

First, There's investment consulting, which is helping clients preserve and grow their wealth.