Registered Investment Advisor Podcast

With almost twenty-five years of experience as a financial advising professional, Jeffrey Panik, MSFS, CFP® knows that his job is to help clients strike a balance between living well today and planning for the future. Throughout his career, Jeff has worked with hundreds of families, individuals, and small businesses to

Steven Rothberg is the Founder of College Recruiter job search site, which believes that every student and recent graduate deserves a great career...and that it should be easy and inexpensive for employers to hire them. Each year, more than 12 million students, recent graduates, and other early career candidates use Co

Andrew Crapuchettes is a pioneer in the labor market data and analytics industry, and he is the visionary behind RedBalloon. Mr. Crapuchettes began his career as a young Silicon Valley entrepreneur, building business process automation and selling 3D modeling software. In 2001, Mr. Crapuchettes became a founding member

Josh Pantony is a co-founder and CEO of Boosted.ai – an artificial intelligence company that brings advanced machine learning tools to institutional investors. Since starting Boosted.ai in 2017, the company has helped dozens of investment managers – whose AUM totals over $1 trillion – implement machine learning in thei

Travis Freeman became a self-made millionaire in his 20s and experienced food stamps as a child. As a financial planner to entrepreneurs and executives, Travis invested in private businesses while scaling his own. He's the author of The Fortune of Youth and a frequent guest on Fox news KTVI. Travis and his wife, Marina

Brian Preston is the founder and host of The Money Guy Show and Managing Partner and co-founder of Abound Wealth Management. He started podcasting as a passion project in 2006 out of pure excitement to share the good news of financial strategy with the masses. Fast forward to today, and The Money Guy Show is its own en