The Fintape

In this episode, we’re talking with Sid Pailla, CEO of Sunny Day Fund. In addition to a lot of sports references and analogies, Sid and Brodrick discuss:

• The importance of emergency savings for financial stability

• Setting realistic and achievable emergency savings goals

• The average costs of financial emergencies

• The psychological aspects of financial preparedness

• The intersection of insurance and savings

Connect with us below!

• Sid Pailla on LinkedIn
• Sid Pailla on X
• Sunny Day Fund
• Brodrick Lothringer on LinkedIn 

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Can AI replace your financial advisor? Dr. Colin Slabach, clinical assistant professor at NYU, explains how this is a possibility while sharing his journey from Illinois to NYU. 

One thing’s for sure, AI couldn’t have generated this conversation. Brodrick and Colin run the gamut of topics, including the unique investment mentality of pro athletes, and Colin’s passion for behavioral finance and retirement planning. We also tackle the pandemic's impact on risky investment habits and financial “literacy” in the digital age. 

Colin highlights how public speaking, emotional intelligence, and adaptability are key skills for advisors in an AI-driven world. Don’t miss this conversation! 

Connect with us below!

• Colin Slabach on LinkedIn
• Brodrick Lothringer on LinkedIn 

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

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In this episode, Brian Hamburger joins us from the MarketCounsel Summit to talk about:

• Building a supportive community
• Addressing key areas often overlooked by financial advisors.
• Examining future challenges within the RIA space.
• Why an invite-only summit format enhances value and intimacy.

Don’t miss this conversation about fostering trust and innovation in wealth management.

Connect with us below!

• MarketCounsel
• Hamburger Law
• Brian Hamburger on LinkedIn
• Brian Hamburger on Twitter
• Brodrick Lothringer on LinkedIn 

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

How can financial advisors stay human in a tech-driven world? At the Wealth Management Edge conference, Tom Rieman helps us explore how decision science helps advisors build trust, stand out, and grow. Brodrick shares what clients really want—honesty, connection, and guidance. 

We also dig into how data is transforming financial services, from improving accountability to avoiding over-reliance. With real-world analogies and practical tips, this episode is packed with ideas to help advisors focus on what matters most—their clients.

Connect with us below!

• Tom Rieman on LinkedIn
• Practice Intel
• Brodrick Lothringer on LinkedIn 

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

What do hockey and wealth management have in common? More than you think. Dive into this episode to discover how lessons from sports shaped a financial career, the surprising impact of "service creep," and practical strategies for building strong client relationships and sustainable growth.

Connect with us below!

• Rob Madore on LinkedIn
• MarshBerry
• Brodrick Lothringer on LinkedIn 

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

In this episode, Sibyl Slade, founder of IntegriVest Wealth Advisors LLC, shares her journey from the Federal Reserve to leading in wealth management. From the Wealth Management EDGE conference, she talks about using networking to promote diversity in finance and ensure financial services reach every community. Sibyl also opens up about entrepreneurship, overcoming imposter syndrome, and staying grounded through faith, resilience, and personal growth.

Connect with us below!

• Sibyl Slade on LinkedIn
• IntegriVest Wealth Advisors, LLC
• Brodrick Lothringer on LinkedIn 

Got something to say? Let's make sure the world hears it! At PodPony, we bring the expertise to help you create a podcast that stands out. Head over to podpony.com and let’s turn your ideas into the podcast everyone’s talking about!

In this episode, Kristy Puckett, National Director of Business Development at RFG Advisory, shares how focusing on genuine relationships in finance can create new opportunities. She talks about the power of community, sincere compliments, and why connections matter more than technical skills. Kristy also opens up about the challenges of podcasting and how to let guests shine in conversations. Tune in for insights on staying authentic and embracing individuality in both life and work.

Connect with us below!

• Kristy Puckett on LinkedIn
• RFG Advisory
• Brodrick Lothringer on LinkedIn 

Got something to say? Let's make sure the world hears it! At PodPony, we bring the expertise to help you create a podcast that stands out. Head over to podpony.com and let’s turn your ideas into the podcast everyone’s talking about!

In this episode, we talk with Mary Kate Gulick about how messaging, marketing, and community come together in the financial services world. She shares her journey from analyzing data to helping people with financial planning, with a strong focus on clear, authentic communication.

We also explore how branding, inspired by big names like Harley-Davidson, can build real human connections. Plus, we dive into the role of music, trust, and teamwork in building a successful career. Don’t miss this conversation!

Connect with us below!

• Mary Kate Gulick on LinkedIn
• Ficomm Partners
• Brodrick Lothringer on LinkedIn 

Got something to say? Let's make sure the world hears it! At PodPony, we bring the expertise to help you create a podcast that stands out. Head over to podpony.com and let’s turn your ideas into the podcast everyone’s talking about!

In this episode, Matt Halloran, co-founder of ProudMouth, joins us to discuss how he empowers financial advisors to share their stories through podcasting. He talks about his journey from working in finance to helping advisors step out of the shadows and embrace authentic communication, transforming them from “best kept secrets” into trusted voices.

Tune in for valuable tips on becoming a better listener and keeping conversations genuine, whether you’re hosting a podcast or appearing as a guest. Plus, enjoy fun anecdotes like a peanut butter and jelly mishap that shows how staying relaxed can lead to engaging episodes. Don’t forget to catch future episodes of “The Weekly Fintape” for more insights from the financial world!

Connect with us below!

• Matt Halloran on LinkedIn
• ProudMouth
• Brodrick Lothringer on LinkedIn 

Got something to say? Let's make sure the world hears it! At PodPony, we bring the expertise to help you create a podcast that stands out. Head over to podpony.com and let’s turn your ideas into the podcast everyone’s talking about!

Julie Johnson's journey in finance is all about overcoming challenges and staying true to herself. She faced it all. Her goal? Helping financial advisors build trust and improve communication. Now, through her company XY Communication, she’s focused on preparing advisors for the big wealth transfer ahead.

Julie also highlights the struggles women face in finance and the need to bridge generational gaps. She believes being authentic, using podcasts and videos, helps create real connections. Vulnerability can lead to success. 

Connect with us below!

• Julie Johnson on LinkedIn
• XY Communication
• Brodrick Lothringer on LinkedIn 

Got something to say? Let's make sure the world hears it! At PodPony, we bring the expertise to help you create a podcast that stands out. Head over to podpony.com and let’s turn your ideas into the podcast everyone’s talking about!