Building and measuring engaged relationships in markets, among employees and retirement plan participants. Retirement + Research + Financial Wellness
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News, planning insight, and forward thought on the economy, markets, and wealth management.
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Jesse Mecham and Mark Butler teach you how to manage your business cash flow, hone your business model, and not freak out about money.
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You were not meant to be a slave to the grind. You were not meant to trade your life force for money. You CAN escape gravity. You can unlock your life. This show isn't for everybody. This is for the ones that are destined for more. For abundance. For achievement. For greatness. All you need is to be Unlocked.
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Podcast by Financial Gravity
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Badger Finance is a decentralized finance (DeFi) application built on Ethereum smart contracts that enables users to bring their Bitcoin to DeFi and start earning yield today. Badgercast will breakdown the complexities of building a DAO as we collectively build the new future of finance. In addition to educational segments, we will be sharing recordings from community events including Office Hours, Treasury Talks, Badgers Never Hide and more. Buckle up and join the ride as we traverse throug ...
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Intercultural Creativity™ is the new skill for this new era! Most people don’t know that your creative thinking is affected by your ability to observe, connect, and adapt with people across cultures lines. And this creative health affects your financial wealth and your company’s bottom line. So if you’re looking to increase your intercultural creative thinking as well as your financial outlook, then this podcast is for you!
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We are witnessing a global geo-economic transformation centered on the rise of emerging markets, the growth of a new global middle class, rapid urbanization, and unprecedented physical and technological connectivity. In a world where 85% of the world’s population lives in Asia, Africa, and Latin America, the centers of gravity in these emerging markets are reshaping the global landscape. Headquartered in Dubai, emerge85 collaborates with an array of stakeholders to uncover and accelerate the ...
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The Crypto Altruism Podcast explores the intersections of cryptocurrency, blockchain, and social impact, and covers inspiring use cases, new technological breakthroughs, and mission-driven projects hoping to change the world for the better. We host leaders in the space who are using cryptocurrency and blockchain for social impact and to make the world a better place. Join us every Monday to learn about all the good, and potential for good, that crypto and blockchain can do! For more content ...
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Join Gary Beagle, Senior Executive Trust Officer, President & CEO of InTRUSTment Northwest, as he invites special guests to explore all aspects of aging. From financial topics such as estate planning, wills, and trusts, to tackling how children can discuss aging with their parents and help with difficult decisions as they age. It’s not all serious though, Gary and guests also talk about the humorous side of life and aging.
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欢迎来到HODLong 后浪。本节目由Mable Jiang主理,旨在和听众一起探索Web3 社区(项目运营者、投资人、其他生态系统参与者等),并特别关注于亚洲的Web3社区。 Welcome to HODLong 后浪. This is a podcast hosted by Mable Jiang. This show attempts to shed light on the broader Web3 community, whether that being operators, investors, or ecosystem participants of other forms, with a specific focus on the Asia-based Web3 world.
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Columbia University researchers found that nearly one in 10 older Americans has dementia, including 35% of those in their 90s. As a leader or advisor, you likely have aging family members, friends, employees, clients, or colleagues who face similar challenges.
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An absolute clunker of a jobs report landed Friday. Was it really that bad? Dave Spano and Brian Jacobsen discuss during our Week-in-Review. HENRY's are High Earners Not Rich Yet. Ryan Van Blarcom of Annex Ignite covers their challenges and opportunities.Από τον Annex Wealth Management
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In today’s episode, host Jennings Smith talks about what he learned from playing in a tough pickleball tournament. He realized that improving in pickleball is a lot like getting better in real estate. You need to practice the basics over and over again, even if it’s hard. Jennings shares tips on how to focus on the right tasks to succeed and get gr…
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Episode 178 - Gnosis 3.0 - Building Inclusive Crypto Solutions for Real-World Financial Use Cases
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In episode 178, we’re excited to welcome Dr. Friederike Ernst, Co-Founder of Gnosis and Gnosis Pay, to dive into how Gnosis has evolved from its early days to where it is now. We’ll explore how Gnosis is building practical Web3 solutions, the challenges of making cryptocurrency tools accessible to everyone, Gnosis’ unique approach to decentralized …
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The latest Beige Book dropped. On balance, economic activity was little changed in nearly all Districts since early September. Most districts reported declining manufacturing activity. Dave Spano and Brian Jacobsen present our Week-in-Review. Also, learn more about how the wealthy tend to fly under the radar.…
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In today’s episode, host Jennings Smith will take you behind the scenes of an exclusive dining experience at Chubby Fish in Charleston. You are going to learn how special experiences can change everything. From innovative solutions for aspiring multifamily investors to rethinking your business model - this episode has got it all. If you are excited…
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Episode 177 - Blockchain-Powered Anticipatory Cash Transfers for Climate Shocks, ft. Shamba Network, Fortune Credit, and DIVA Donate
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In episode 177, we welcome Kennedy Ng’an’ga of Shamba Network, Benson Njuguna of Fortune Credit, and Wladimir Weinbender of DIVA Donate. We explore their collbarative pilot, in partnership with Mercy Corps Ventures, that deployed blockchain-based anticipatory cash transfers to pastoralists in Kenya, using smart contracts triggered by environmental …
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Retail sales showed unexpected strength in September. Meanwhile, labor strikes and hurricanes disrupted manufacturing output. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the 4% rule in financial planning (and if it is effective) and we'll open the mailbag for Ask Annex.…
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In this episode, we have Sam Silverman, a real estate expert who has raised over $80 million, with us. Sam will share how he moved from tech sales to buying big apartment buildings. Jennings and Sam will give you simple tips on how to find a target audience and work with them. Learn why understanding money and having the right partners are the key …
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In episode 176, we’re excited to welcome Kitty Horlick, Director of RariLabs, the organization dedicated to advancing the privacy first, ZK social protocol Rarimo. We discuss how zero-knowledge proofs can enhance privacy and protect data, explore Rarimo’s Freedom Tool that empowers citizens living under oppressive regimes to have a voice - includin…
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FOMC Minutes. Everyone agreed they should cut. A "substantial majority" wanted 50 bps. "Some" wanted only 25. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about Thursday's Women & Wealth presentation: Avoiding Fraud & Financial Exploitation.Από τον Annex Wealth Management
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Today, we explore an often overlooked investment strategy in real estate, "Slow Flips," a model that allows you to buy and resell single-family homes over extended terms, generating consistent, reliable income. Host Jennings Smith will break down the pros and cons, the challenges, and the success stories of Slow Flips. Get ready to know real-life e…
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Episode 175 - Open Forest Protocol - Redefining the Value of Nature with Verifiable Onchain Environmental Assets
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In episode 175, we’re excited to welcome Michael Kelly, Chief Product Officer at Open Forest Protocol, an organization on a mission to create the highest integrity and most verifiable nature-based carbon credits, at scale. We discuss the Afforestation/Reforestation methodology behind OFP’s carbon credits, the role of blockchain in addressing the cr…
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Job creation roared higher in September. What does that mean for the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. Companies are finalizing employee benefits for 2025 and Tom Parks makes a case for upgrading 401k plans with help from Annex. Ask Annex tackles a question from the grandmother of a brand-new US Marine regarding sav…
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Episode 174 - Special Live Episode - Exploring the Octant Ecosystem
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For episode 174, we have a special episode in store. On September 25th, Tereza and Drew from Crypto Altruism co-hosted a Twitter Space where they dove into the key themes from their three-part article series, Exploring the Octant Ecosystem, and had the opportunity to chat with Mashal and Wayne from Octant about some of the exciting things they have…
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Today, host Jennings Smith will share his personal story about going from a tough financial spot to making it in real estate. You'll hear how he faced big debts and failed investments but kept on trying until success came. Find out the key moments and steps that helped Jennings turn things around and make a name in real estate. Whether you’re new t…
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Episode 173 - The Pipe gDAO - Bringing University Innovations from Lab to Market with Blockchain and IP Tokenization
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In episode 173, we’re excited to welcome Batsirai Muguti & Wayne Anthony Daniels of Pipe gDAO, a decentralized community leveraging blockchain to build a University Real World Asset IP Launchpad to help bring groundbreaking ideas from lab to market. We explore what the heck the European Paradox is, how they are addressing it by creating a decentral…
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The first China Shock was in the 2000s when they joined the World Trade Organization and manufacturing jobs followed. Their slow growth has been a shock. This past week, policymakers got off their duffs and announced some stimulus measures. Dave Spano and Brian Jacobsen present our Week-in-Review. Annex Private Client is a powerful partner for entr…
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Mark and Jesse discuss their most recent read, Never Enough: From Barista to Billionaire by Andrew Wilkinson, a one-time barista and co-founder of Tiny, a holding company that buys and holds businesses for the long-term (like Berkshire Hathaway). At the age of 36, Wilkinson found himself owner of a company worth over a billion dollars, and in a new…
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In today's episode, host Jennings Smith will share some exciting stories from the world of real estate with you. Meet "Tim," who almost lost a 50-unit building deal but ended up with a 79-unit success. And hear about Jenning’s sister Christal, who faced big problems in her deal but still made a huge profit of $900,000. If you need a boost and some …
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Episode 172 - Piloting Change Part 2: Exploring Web3 Innovations for Real-World Impact, ft. Mercy Corps Ventures, Empowa, and Atlantis
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In episode 172, which is the second part in our two-part series, we welcome back Njeri Muhia and Abeera Akhtar from Mercy Corps Ventures, Greg Schneider and Marie-Odile Zanders from Empowa, and Irthu Suresh from Atlantis. We continue exploring their pilot projects that leverage Web3 technology to build climate resilience, diving deeper into the rol…
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Fed Chairman Jerome Powell showed he's a lawyer, talking out of both sides of his mouth. Dave Spano and Brian Jacobsen present our Week-in-Review. Also on the show, a look at the role of our Client Service Managers who dot I's and cross T's. Learn more about Thursday's 'Light the Night' event with the Leukemia and Lymphoma Society. Ask Annex return…
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Impact on Optimism Episode 4 - Gravity DAO - Resolving Conflict and Building Trust in Web3 Communities
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TLDR - Exploring conflict and trust in DAOs and decentralized communities For episode 4 of the Impact on Optimism miniseries, we’re excited to welcome Juan Carlos Bell, Project Lead at Gravity DAO, a conflict management DAO that offers alternative dispute resolution and community building services for web3 projects. We’ll explore the origins of Gra…
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In this episode, you'll hear how Jake Herbert went from being a wrestling champion to making smart moves in real estate. Learn his secrets about staying focused, working hard, and building strong partnerships. Whether you're interested in fitness, real estate, or just looking for some inspiration, this episode has something for you. Join us and fin…
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Episode 171 - Piloting Change: Exploring Web3 Innovations for Real-World Impact, ft. Mercy Corps Ventures, Empowa, and Atlantis
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In episode 171, which is part 1 of a 2-part series, we’re excited to welcome five amazing guests: Njeri Muhia and Abeera Akhtar from Mercy Corps Ventures, Greg Schneider and Marie-Odile Zanders from Empowa, and Irthu Suresh from Atlantis. We explore the pilot projects that Empowa and Atlantis recently completed with the help of Mercy Corps Ventures…
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Fed is set to cut rates. Messaging will be more important than the magnitude of cuts. Dave Spano and Brian Jacobsen present our Week-in-Review. The number of 401k millionaires is up again. How do they do it and how can Annex help your employees? Tom Parks of our Retirement Plan Services team explains how.…
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Good gardens require good soil, and good soil takes compost and plenty of time. Jesse shares his experiences composting soil for his garden, and how it applies to business. Like compost, good business ideas take time to execute. They can be executed more quickly, but that often involves more complexity. Mark and Jesse then pivot to discuss complexi…
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Imagine needing to pay back $3.6 million and not having a clear plan. In today’s episode, Jennings shares his story of how he faced this exact problem with a 113-unit property. From dealing with tricky banks to finding quick solutions, learn how he managed to turn things around. Real estate investors, get ready for practical tips and valuable lesso…
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Episode 170 - Num Finance - Democratizing Investing & Catalyzing Financial Inclusion with Tokenized Real World Assets
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In episode 170, we’re excited to welcome Agustin Liserra, CEO and Co-Founder of Num Finance, an organization on a mission to democratize investing with tokenized Real World Assets. We dive into what exactly a tokenized RWA is, how they can democratize investment opportunities, the role of RWAs in climate finance and the Regenerative Finance movemen…
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At a corporate-level, things weren't horrible. In fact, earnings have been generally better than expected. Brian Jacobsen presents our Week-in-Review including coverage of Friday's jobs number. We'll have an overview of our Investment Intel series---and link up with Fred Coleman and Matt Morzy for Ask Annex.…
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Impact on Optimism Episode 3 - KFMEDIA℠ - Empowering the Regeneration of Knowledge with Web3 Learning Mechanisms
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For episode 3 of the Impact on Optimism miniseries, we’re excited to welcome Will T, Founder of KFMEDIA℠, a Web3 educational platform on a mission to “inspire, excite, educate, & motivate people to support the regeneration of knowledge.” We explore how Web3 can improve traditional education systems, their innovative Learn for Impact program that re…
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In today’s episode, we're excited to have Pejman Ghadimi on the show, an expert in money and luxury items. Jennings and Pejman talk about how you can go from managing properties to raising big amounts of money with the right skills. Pejman shares his amazing story of moving from Iran to America, starting with washing cars, and becoming a big succes…
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Episode 169 - Alternun - Creating Wealth & Regenerating the Environment with Onchain Digital Gold Mining
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In episode 169, we’re excited to welcome Jose Santiago Gomez Piedrahita, CEO of Alternun, a ReFi project that’s revolutionizing the gold industry through “Digital Gold Mining”. We dive into the challenges of traditional gold mining, explore how Alternun is leveraging blockchain to decentralize and democratize investment opportunities in gold, and d…
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Nvidia's earnings were supposed to be "make or break" for the markets. Their earnings were good, but their forecast was a little light. Dave Spano and Brian Jacobsen present our Week-in-Review with the latest earnings of note. Learn more about next weekend's divorce presentation at our headquarters and we'll also profile our Investment Committee.…
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The algorithm has come to rule media, and it is a voracious beast. It consumes as much content as people can create, as often as they can create. The ones who rise to the top seem to be those who create the most content, on as many platforms as possible, but what do the economics of this look like? Mark asks the question whether playing the content…
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Are you ready to boost your real estate game and improve your life? In this episode, Jennings Smith shares how a simple 30-day fitness challenge changed everything. By exercising, cutting out sugar, and skipping alcohol, he and his group learned how small steps can lead to big successes. Find out how sticking to these goals can help you stay focuse…
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Impact on Optimism Episode 2 - growthepie - Scaling Ethereum L2s and The Superchain as a Positive Sum Game
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For today’s episode we’re excited to return to the Impact on Optimism Series for the second episode! In this series, we highlight gamechanging public goods projects in the Optimism Ecosystem, and today, we have a super interesting conversation in store centered around the Ethereum Layer 2 ecosystem. For episode 2 of the Impact on Optimism miniserie…
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The highly-anticipated Jackson Hole Fed meeting did not disappoint. CEO Dave Spano and Chief Economist Brian Jacobsen discuss in Week In Review. Also: Don't let a bad 401(k) presentation derail you from planning retirement, and Ask Annex.Από τον Annex Wealth Management
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In today's episode, our special guest is Kyle Swafford, an expert in commercial real estate. Kyle will share his top tips on writing a strong Letter of Intent (LOI) and explains why it's so important for buyers to draft the first Purchase and Sale Agreement (PSA). You'll learn how to handle due diligence, set important dates, and avoid common mista…
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In episode 168, we’re excited to welcome Mark Pascall, Co-Founder of The Wellbeing Protocol, an organization on a mission to build a world where local communities are empowered to support their own wellbeing. We discuss how their participatory grantmaking tool is giving communities the power to allocate capital, the role of quadratic and conviction…
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Underlying trend is towards decent, but slower growth. We'll discuss during our Week-in-Review. Also, Destination Retirement, Are We There Yet returns Tuesday and Deanne Phillips has a preview. Ask Annex covers the possibility of a LARGE contribution into an HSA, Target Date fund costs, and ROI on a college degree.…
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本期概要: Ran的背景。做传统金融的那些年都有什么比较有意思的经历? 后来是哪一年决定开始进入这个行业?契机是什么 现在Kronos的发展情况、团队规模。后来为什么做了Woo Trade,然后到现在的Orderly? Kronos自己作为流动性参与方,觉得在2020-2022年这个周期阻碍更机构化的大钱进入defi最大的瓶颈是什么?这个周期有好转吗? Orderly 的入口和流量;Orderly上面接的L1 和 L2 的交易量格局变化 会觉得跨链流动性是个阶段性命题么? 从这个周期开始,大家开始有一个展望,觉得未来合规交易所 / 一些在野的交易所 / 链上订单簿交易所会三分天下。作为Orderly创始人,未来会展望什么样的格局变化? Orderly 未来如何计划构建和完善其生态系统 Web…
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Jesse shares one of his recent experiments, inspired by a guest on the Art of Manliness podcast. The challenge was to delete the apps on your phone, especially the ones you feel a "pull" from -- a pull to open it and check it every time you see it (most social media apps would meet this criteria for most people). As Jesse explains, phones don't jus…
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In this episode, Jennings talks to us from the beautiful mountains of North Carolina. He shares important tips for real estate investors about taking action with purpose. He’ll share stories and lessons from his own life to show why it's crucial to act quickly when good opportunities come your way. If you're interested in real estate and want to le…
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Episode 167 - The Hashgraph Association - Building a Decentralized Digital Future with Hedera
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In episode 167, we’re excited to welcome Andrew Forson, Head of Ventures and Investments for The Hashgraph Association, a non-profit organization focused on building a vibrant, innovative, Hedera ecosystem.. We explore what differentiates hashgraphs from blockchains, their vision for building a decentralized economy that empowers startups, enterpri…
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A review of the rebound. Earnings to the rescue! Dave Spano and Brian Jacobsen present the week-in-review. Learn more about our upcoming Sandwich Generation presentation and Matt Morzy and Fred Coleman are back with Ask Annex.Από τον Annex Wealth Management
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Terrible twos, temper tantrums, and grocery store meltdowns are usually the first things that come to mind when people think of toddlers. But pediatric emergency medicine physician and researcher Dr. Hasan Merali has long thought toddlers are among the best people in our society and adults could do well to learn from them. These extraordinary young…
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In today’s episode, we’ll share some exciting tips on how to make money through real estate. Jennings will explain how you can get paid with capital raise fees, acquisition fees, and owning a share of the property. You'll hear real stories about people who doubled their profits with smart deals, like owner-financed mortgages and podcast investments…
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In episode 166, we’re excited to welcome Leo Lin, Founder of Arkreen, a Web3-powered infrastructure network for global distributed renewable energy resources. We dive into the role of Decentralized Physical Infrastructure Networks (DePIN) in achieving net zero, how Web3 can empower individual climate action and make renewable energy accessible to t…
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The bigger they are, the harder they fall. The Mag 7 is more like Meh. Dave Spano and Brian Jacobsen present our Week-in-Review. The last thing you want to do is get to the retirement phase of your life, only to be underwhelmed. We'll discuss ways to avoid letdown in retirement.Από τον Annex Wealth Management
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