The Investipal Podcast

<p>Matt Reiner is the Managing Partner at Capital Investment Advisors and Wela Strategies, and the creator of Future Proof Advisor.</p><p>In this episode, Matt shares his journey growing a multi-billion-dollar advisory...

<p>Brendan Frazier is the Chief Behavior Officer at RFG Advisory and the host of The Human Side of Money podcast.</p><p>In this episode, Brendan shares his journey from sales to financial planning, and why he believes...

<p>Cary Carbonaro is a financial advisor, author, and women’s wealth advocate.</p><p>In this episode, she shares how she got started in finance, what it was like working in a male-dominated industry, and why she’s...

<p>Ariel Lee built her financial advisory practice primarily from LinkedIn, growing one of the largest followings of any advisor on the platform today. </p><p>In this episode, she shares her unconventional path from...

<p>Jeremiah Desmarais is the CEO of Advisorist and a member of the Forbes Coaches Council. He’s helped over 10,000 financial advisors and insurance agents grow their practices—and in this episode, he shares exactly how...

<p>Derek Kinney is the founder of the Good Money Framework and Success for Advisors, drawing from his experience as a Forbes top 1% advisor.</p><p>In this episode, Derek shares insights from his unconventional journey...

<p>Noah Damsky is the founder of Marina Wealth Advisors, a boutique wealth management firm specializing in alternative investments and tailored financial planning. With a career that spans roles at renowned institutions...

<p>Tim Welsh is the president of Nexus Strategy, a consulting firm dedicated to helping financial advisors grow their businesses. With a career spanning roles at Merrill Lynch and Schwab, Tim has been at the forefront...

<p>Dave Thornton is the CEO and co-founder of Vested, a platform designed to help startup employees unlock the value of their stock options.</p> <p>In this episode, Dave dives into the complexities of stock options, the...

<p>Corey Hoffstein is a quantitative researcher, portfolio manager, and financial innovator.</p> <p>In this episode, Corey shares his insights on return stacking, the overlooked impact of rebalancing timing, and how to...

<p>Jared Dillian is a writer, trader, musician, entrepreneur and educator.</p> <p>In this episode, Jared shares his views on the potential $8 trillion private equity bubble, the current market environment, and how the...

<p>Brent Beshore is the CEO and founder of Permanent Equity, a private equity fund uniquely focused on the long-term.</p> <p>In this episode, we dive into Brent’s journey into private equity, the value of operational...

<p>Diana Cabrices is the founder of Diana Cabrices Consulting and the wealth industry's first Chief Evangelist, helping firms establish a strong brand presence to attract and retain clients. In this episode, we dive...

<p>Justin Castelli is multifaceted. He is the founder of RLS Wealth, the AGC, and PRST, as well as the host of the LifeDesign+ podcast. He is a speaker, a poet, and a strong advocate for living an authentic life and...

<p> </p> <p>Travis Freeman is a partner at a $30 billion RIA and author of Make Your Money Work and The Fortune of Youth, his newest release that explains how time is the greatest asset for building wealth.</p> <p>In...