The Weekly Fintape

Jul 05 2024

The Weekly Fintape Podcast artwork

Welcome to The Weekly Fintape, a show where we highlight some of the biggest hits in Finance. Each week, our host Brodrick Lothringer brings in thought leaders to share their insights on best practices for leveraging technology, boosting financial literacy, adopting new marketing strategies, and implementing disruptive practices within financial services.

So, grab your headphones, it's time to rock out on The Weekly Fintape.

Subscribe on Podcast Addict

Breanna Blaney on Redefining Wealth and Harmony

Jul 05 2024 21 mins

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 i

Cary Carbanaro on Empowering Women Through Financial Literacy and Tools

Jul 05 2024 21 mins

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 pr

Scott Frank on Mastering Empathy and Authenticity in Financial Planning

Jul 04 2024 26 mins

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 ma

Dr. Craig Lemoine & Ailie Elmore: From Dirt to Derivatives

Jul 04 2024 33 mins

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 podc

Dr. Anthony Chan on Unraveling Consumer Pessimism – Economic Realities, Media Bias, and the Future of Work

Jun 28 2024 41 mins

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 de

Shana Orczyk Sissel on Empowering Advisors with Alternative Investments and Personal Strength

Jun 28 2024 23 mins

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 investmen

Welcome to the Weekly Fintape!

Jun 05 2024 10 mins

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 intr