In this latest episode of If You Could, Matt and Taryn sit down with Julia Carlson, CEO of Financial Freedom Wealth Management Group, to explore her remarkable journey from financial advisor and “accidental business owner” to visionary entrepreneur. Julia shares candid insights on why hustle—essential early on—can become a trap, and how a life-altering event forced her to rethink success, embrace delegation, and empower her team. Listeners will learn Julia’s practical frameworks for sustainable growth, including her “hustle audit,” the art of firing yourself, and her 90-day planning system that keeps her business focused and agile. She also reveals key metrics for scaling responsibly, tips for building a strong culture, and her bold new mission: helping 1,000 entrepreneurs grow thriving businesses while collectively donating a billion dollars for good.

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Is AI the ultimate job disruptor—or a catalyst for human potential? In this special follow-up AI episode, Matt and Taryn bring back LPL’s Chief Investment Officer, Marc Zabicki, to explore the seismic shifts AI is bringing to the labor market, the economy, and the future of work. From near-term job displacement to long-term opportunities, including the massive construction boom powering AI’s expansion, they tackle the big questions: Which careers will thrive? How should financial advisors adapt? And what skills will define success in an AI-driven world? Plus, Marc shares his advice for the next generation entering this brave new era. Tune in for insights that will change how you think about work, wealth, and what’s next.

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In this episode of If You Could, hosts Matt and Taryn dive into one of the most transformative forces shaping our world today: artificial intelligence. Joined by returning guest Marc Zabicki, LPL’s Chief Investment Officer, the conversation explores how AI is not just a tech trend but a seismic economic shift. From the explosive growth of data center spending and its impact on U.S. GDP to the looming power supply bottleneck that could stall progress, Marc breaks down the opportunities and risks driving this AI-driven economy. He covers critical themes like the trillion-dollar buildout of infrastructure, the role of private credit in financing AI expansion, and the parallels—and differences—between today’s AI surge and the dot-com boom of the late ’90s. Packed with data, perspective, and forward-looking analysis, this episode is a must-listen for anyone navigating the intersection of technology, markets, and the future of work.

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Growth doesn’t happen by accident—it’s built through focus, discipline, and a strategic approach. In this episode of If You Could, Matt and Taryn sit down with Kraleigh Woodford, Executive Vice President of Growth Strategy and Enablement at LPL Financial, to unpack what truly sets top-performing advisors apart. Drawing on insights from LPL’s groundbreaking Advisor Growth Study, Kraleigh reveals how intentional planning, client segmentation, and data-driven strategies can help advisors unlock sustainable growth and elevate business valuation. From deepening client relationships to creating capacity for what matters most, this conversation is about turning purpose into performance. Get your copy of the Advisor Growth Study at go.lpl.com/advisorgrowthstudy.

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In this special episode of If You Could, hosts Matt and Taryn sit down with Justin Wren—former MMA fighter turned humanitarian—to explore what it means to live a life defined by serving others. Justin shares his journey of how fighting in the ring first saved his life, but fighting for the forgotten became his purpose. His nonprofit is dedicated to bringing clean water to forgotten communities in Africa, yet his story has an even wider reach. It’s one that may make us all reimagine what we’re capable of—or consider if there’s one small way to broaden our impact, because as Justin says, “every drop matters.”

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Alternative investments are no longer just for high-net-worth investors — they’re becoming a must-have in every investor’s toolkit. In this episode of If You Could, Matt and Taryn dive into the fast-evolving world of alts with Cheri Belski, Head of Investment Management Solutions at LPL. Together, they explore how access, education, and technology are reshaping the alts landscape. Cheri breaks down why the traditional 60/40 portfolio might be losing its edge and how diversification is being redefined in today’s correlated markets. Whether you're an advisor or investor, this conversation is packed with insights you won’t want to miss.

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Digital assets have moved from niche to mainstream—but what does this mean for the world of finance? In this episode of If You Could, Kristian Kerr, Head of Macro Strategy at LPL Research, joins hosts Matt and Taryn to unpack the evolving digital landscape. From early adoption to emerging trends, Kristian shares insights on how this space is influencing the financial conversation. Whether you're “crypto-curious” or a cautious skeptic, this episode offers a fresh perspective on what’s next for digital assets. 

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In the conclusion of our conversation with LPL CEO Rich Steinmeier, Rich reflects on bold moves and joyful moments. With humor and honesty, he shares how strategy, vulnerability, and even music playlists play a role in leading with impact. Plus, a rapid-fire round of questions on surprises from the year and what fills his tank.

Season 2 of If You Could with Matt & Taryn kicks off with a powerful two-part conversation featuring LPL CEO Rich Steinmeier. From his early ambitions in the auto industry to the unexpected pivots that led to a career in wealth management, Rich shares the lessons he’s carried from the frat house to the corner office, and what it really feels like after a year in the CEO seat. He gets candid about navigating pressure and why “pursuing greatness” is more than an inspirational poster.

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We’re bringing LPL’s Focus 2025 to you! Tune in now for a special episode recorded live onstage from our biggest conference of the year all about harnessing evolving platforms to deliver the latest in wealth and technology to your clients. Matt and Taryn are joined by Group Managing Director, Chief Technology & Information Officer Greg Gates and EVP, Chief Information Officer Kristie Edling-Day to discuss how new platforms like AI can give you an edge on the competition— and allow you to deliver your best to your clients.

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