Jeff and Bruce connect with financial industry vet Mark Tibergien on all things financial advising. He explains how his retirement from Pershing Advisor Solutions in 2020 allowed him to rewire his services, providing greater reach in how he applies his years of experience in the industry.

Jeff and Bruce are joined by Michael Hunstad, executive vice president and chief investment officer for global equities at Northern Trust Asset Management. Michael talks us through his detailed research on risk, including six key findings every portfolio manager should be aware of.

Bruce and Jeff ring in 2023 with their guest Charles Rowlan, senior vice president of business development at Advyzon. They discuss Charles' extensive research on the ever-evolving advisor fee model.

Bruce and Jeff connect with Kevin T. Gannon, CEO of RA Stanger Investment Bank, to talk about nontraded REITS, their history, all the current nuances when working with them, and their advantages and disadvantages.

Jeff speaks with Toussaint Bailey, Founder and CEO of Uplifting Capital, about his creative ventures to shift the landscape of impact investing.

Jeff takes the pod solo this week with his guest Gary Zimmerman, founder of MaxMyInterest.com. Gary explains how MaxMyInterest was born from his experience during the financial crisis. Jeff and Gary discuss Gary's thoughts on why inflation is here to stay and may well be an indicator of future social and political instability, and how a recession may be our only hope of quelling inflation.

Jeff and Bruce talk to Lorenzo Esparza, chief executive and founding principal at Manhattan West, about his preference for alternative investments, especially when working with the firm's high-profile clients, including entertainers and athletes.

Jeff and Bruce are joined by Joanne Cleaver, diversity, equity and inclusion editor at InvestmentNews, who explains her work highlighting the many individuals and firms who have put in the DEI work at their businesses, including celebrating them at the Women to Watch event in New York City this November. Cleaver also explains why the future of the business is in DEI and what you can do to continue growth.

Bruce and Jeff are joined by Chuck Failla of Sovereign Financial, who shares his own background as a breakaway RIA, his current success, and tips and tools to utilize when choosing a similar path.

Bruce takes the pod solo this week as he's joined by Rich Steinmeier, managing director and divisional president at LPL Financial. Rich lets us in on the details of LPL's latest acquisition, the firm's plans for the future, and why he's so passionate about the company.