The Fintape

This week, Kendra Wright joins “The Weekly Fintape” as we discuss her journey from the rock and roll industry to the world of finance. Kendra’s extensive experience in the financial industry gives listeners valuable insights on building a business that aligns with your personal values and strengths.

Our conversation reveals the secrets behind securing top-notch employees, the importance of client relationships, and why knowing what you're willing to lose money over is crucial for success. Kendra also talks about the power of niching down, creating sustainable marketing plans, and why authenticity is key in every aspect of business.

Tune in to hear Kendra's inspiring story and learn practical marketing tips!

Connect with us below!

• Brodrick Lothringer on LinkedIn
• Kendra Wright on LinkedIn

This week, Ed Coambs, thought leader in financial therapy and the host of the "Healthy Love and Money" podcast joins “The Weekly Fintape” and shares his expertise on how to communicate about money openly with those who matter most in your life.

We dive deep into the concepts of financial intimacy, addressing the anxiety and loneliness that can often surround financial discussions. Ed explains his unique approach as a therapy-informed financial planner and shares stories of helping clients navigate the complex relationship between mental health and money.

Tune in to hear Ed’s valuable insights and strategies for building healthier financial communication.

Connect with us below!

• Brodrick Lothringer on LinkedIn 
• Ed Coambs on LinkedIn

Ever wondered how to transform your relationship with money and find true fulfillment in your financial journey? Join us as we chat with Breanna Blaney, Director and VP of Life Invested at Dimensional Fund Advisors, who brings a fresh perspective to financial planning. Breanna shares her unique approach to aligning financial goals with personal passions, leveraging her background in yoga to emphasize the importance of internal reflection. She offers invaluable insights into how understanding our mindset and beliefs about money can lead to better financial decisions and a more balanced life.

This episode also uncovers the inspiring role of music in our lives, spotlighting "Dreamgirl" by Dave Matthews as a beacon of authentic living for Breanna. We explore how music can connect and inspire us to pursue our dreams with confidence. Dive into personal stories, cultural insights, and actionable advice that will help you rebuild your relationship with money and transform your mindset. 

To learn more about Breanna's work and mission, be sure to check out the links below!

• Breanna Blaney on LinkedIn
• Dimensional Fund Advisors website
• Brodrick Lothringer on LinkedIn

This week, we sit down with Cary Carbonaro, an award winning financial advisor, women and wealth expert and author. We learned about her strategies for debunking financial myths and leveraging social media for consumer education. Cary emphasizes inclusivity in finance for women as they approach controlling two-thirds of the nation's wealth by 2030.

Explore why younger generations prefer influencers for financial advice and the impact of social norms on financial behaviors. Cary shares personal anecdotes revealing the true nature of wealth and stresses transparent money conversations for reshaping financial futures.

Don't miss your chance to connect with Cary and explore her invaluable books. 

• Cary Carbonaro on LinkedIn
• The Money Queen's Guide: For Women Who Want to Build Wealth and Banish Fear
• Brodrick Lothringer on LinkedIn

Want to deepen your understanding and connection with your financial clients? Setting aside personal biases and focusing on clients' passions is key to effective financial planning. Join us for a transformative episode of “The Weekly Fintape” featuring Scott Frank, founder of Stone Steps Financial and co-host of the Real Personal Finance podcast, as he shares his insights on mastering active listening with empathy. Scott delves into the power of authenticity and selectivity in building genuine client relationships, offering practical advice for new advisors navigating their niche. Tune in to this insightful episode to discover how to streamline your business, embrace innovative financial technologies, and make a lasting impact in your career and clients' lives.

Connect with us below!

• Scott Frank on Linkedin
• Stone Steps Financial
• Real Personal Finance on Apple Podcasts
• Real Personal Finance on Spotify
• Brodrick Lothringer on LinkedIn 

On this week's episode, we explore the intersection of financial advising and farming with Dr. Craig Lemoine and Ailie Elmore, hosts of the Land & Everything Else podcast. Discover how their Agriculture Focus Financial Planning Designation is reshaping the industry and gain insights into Dr. Craig's innovative business philosophy. We'll dive into strategies for sustainable podcasting success, integrating high-quality content with academic courses. From alternative investments to farmland conservation, join us for a conversation that navigates the complexities of finance and agriculture.

Connect with us below!

• Dr. Craig Lemoine on LinkedIn 
• Ailie Elmore on LinkedIn 
• Land & Everything Else on LinkedIn
• Agriculture Focused Financial Planning
• Brodrick Lothringer on LinkedIn 

Ever wondered why consumer confidence lags behind economic growth? Join us on this episode of “The Weekly Fintape” as we dive deep with Dr. Anthony Chan, former Chief Economist at JPMorgan Chase, current Substack writer and podcast co-host of Legacy Lessons. Discover how he navigates unbiased economic analysis, shedding light on why 63% still view inflation as a major hurdle despite wage increases outpacing inflation. Explore Dr. Chan's journey from Wall Street to Substack, where he tackles controversial economic topics with factual analysis, challenging partisan narratives. We also explore the impact of AI on future job markets and Dr. Chan's innovative AI voice cloning project with Kareem Abdul-Jabbar. Don't miss this eye-opening discussion that bridges economic data with everyday concerns.

Connect with us below!

• Dr. Anthony Chan on Linkedin
• Substack – The People's Economist
• Legacy Lessons with JaQ & Dr. Chan
• Brodrick Lothringer on LinkedIn 

Ever wondered how resilience and leadership can transform both personal challenges and business innovation? Join us as Shana Orcyk Sissel, founder and CEO of Banríon Capital Management, shares her inspiring journey battling stage four breast cancer and a spinal tumor while guiding her firm to new heights. How has her experience shaped Banríon’s approach to alternative investments, making them more accessible and less intimidating for advisors? Explore a range of asset classes from hedge funds to collectibles and crypto, designed to align with client passions. Discover how platforms like Banríon are simplifying access to niche investments like wine funds and community-focused real estate, offering unique opportunities for advisors and their clients.

Connect with us below!

• Shana Orczyk Sissel on Linkedin
• Banríon Capital Management
• What's the Alternative? Meet the Manager
• Brodrick Lothringer on LinkedIn 

Welcome to The Weekly Fintape, a podcast that offers a unique human perspective on financial advising. Brodrick Lothringer, CEO and Founder of PodPony, goes beyond numbers to uncover the person behind the profession. While Pete typically works behind the scenes, he joins Brodrick to share tales ranging from travel mishaps to the aspirations for our show's future.  

Join us as we introduce the exceptional advisors and professionals we've interviewed, whose unique stories will be featured in upcoming episodes. Having traveled extensively, we've explored various pizza joints, jazz clubs, and karaoke bars, and we're excited to share our recommendations throughout our journey. 

Connect with us below!

• Brodrick Lothringer on LinkedIn 
• Pete Brown on LinkedIn