In this edition, we connect with our Family Company, Alphastar Capital Management. Follow us on LinkedIn: http://bit.ly/FIG_LI1 Subscribe on YouTube: http://bit.ly/FIG_YT Learn more about Financial Independence Group: http://FIGMarketing.com #BusinessGrowth #CompanyCulture #Investment

What does it take to succeed as an investor and advisor in today’s uncertain markets? In this episode of Retirement Inside Out, host Tom Lamendola sits down with entrepreneur, investor, and Shark Tank’s “Mr. Wonderful," Kevin O’Leary. Kevin shares his unfiltered perspective on tariffs, inflation, and how artificial intelligence is reshaping global supply chains. He also opens up about his personal rules for diversification and why the true mandate of every great advisor is capital preservation—not performance. In this episode, you’ll learn: 📊 Kevin’s take on tariffs and global markets 💡 The #1 rule of top advisors: preserve capital 🔀 How Kevin diversifies his portfolio (and why) 💼 Lessons from Shark Tank and venture investing 👉 Subscribe for more insights from top industry leaders. 🎧 Prefer audio-only? Listen to the podcast on your app or tune in here: https://bit.ly/RIO-Pod --- Follow us for more: LinkedIn: http://bit.ly/FIG_LI1 X (Twitter): http://bit.ly/FIG_TWR Facebook: http://bit.ly/FIG_FB1 Instagram: http://bit.ly/FIG_IG Subscribe on YouTube: http://bit.ly/FIG_YT

Shark Tank's Kevin O’Leary says preservation of capital, not performance, is the #1 requirement for financial advisors. 📺 Watch the full episode here: https://youtu.be/VHHBusVtCqk 👍 Like, comment, and subscribe for more conversations with top leaders shaping the future of financial services. #KevinOLeary #SharkTank #WealthManagement #FinancialAdvisors #Shorts #Podcast

Hey, you: Experience the present. Even if it's for 5 minutes. Follow us on LinkedIn: http://bit.ly/FIG_LI1 Subscribe on YouTube: http://bit.ly/FIG_YT Learn more about Financial Independence Group: http://FIGMarketing.com #Business #LiveInTheMoment #BusinessTips

Amazing things can happen when you put the right people in the right room. Follow us on LinkedIn: http://bit.ly/FIG_LI1 Subscribe on YouTube: http://bit.ly/FIG_YT Learn more about Financial Independence Group: http://FIGMarketing.com #FinancialServices #CompanyCulture #BusinessGrowth

Progress over perfection. Moving forward can be messy, but remember to give yourself grace. Follow us on LinkedIn: http://bit.ly/FIG_LI1 Subscribe on YouTube: http://bit.ly/FIG_YT Learn more about Financial Independence Group: http://FIGMarketing.com #MovingForward #Progress

What does cooking have to do with building a strong company culture where everyone feels heard? Follow us on LinkedIn: http://bit.ly/FIG_LI1 Subscribe on YouTube: http://bit.ly/FIG_YT Learn more about Financial Independence Group: http://FIGMarketing.com #Perspective #BusinessGrowth #NewIdeas

To be secure, you must be vulnerable. Here's why. Follow us on LinkedIn: http://bit.ly/FIG_LI1 Subscribe on YouTube: http://bit.ly/FIG_YT Learn more about Financial Independence Group: http://FIGMarketing.com #FinancialServices #Cybersecurity #Vulnerability #Culture #SOC2

What does it really take to shift an industry narrative? In this episode, SVP Leslie Lipscomb and Director of Operations Jessica Schloemp open up about the inspiration and impact behind Financial Trendsetters 2—a collaborative book written by women changing the face of financial services. From real talk on imposter syndrome to the value of lifting others as you rise, this episode goes beyond pages—it’s a call to elevate, empower, and pave a more inclusive path forward. In this episode: 📚 How Financial Trendsetters 2 came to life 🎤 Why sharing your story is a leadership move 🧠 Tools to navigate self-doubt and show up fully 💪 The power of women supporting women 🎓 How this book funds scholarships for future female leaders If you believe in progress through connection, this is the episode to watch. 👉 Subscribe to hear more stories that drive change. 🎧 Listen on your favorite podcast platform: https://bit.ly/RIO-Pod --- Follow us on these channels: LinkedIn: http://bit.ly/FIG_LI1 Twitter: http://bit.ly/FIG_TWR Facebook: http://bit.ly/FIG_FB1 Instagram: http://bit.ly/FIG_IG Subscribe here on YouTube: http://bit.ly/FIG_YT

Technology alone doesn’t drive success—it’s how you use it that counts. In this episode, guest host Shawn Sigler chats with EVP Keith Burger to break down Lifecycle Manager, our proprietary fintech platform revolutionizing annuity and insurance portfolio oversight. From simplifying legacy contract reviews to identifying new revenue opportunities, this tech is designed with advisors—and their clients—in mind. Keith shares how Lifecycle Manager helps transform complexity into clarity, and why “refinancing retirement” could be the industry’s next big unlock. In this episode: 💻 How Lifecycle Manager brings simplicity to complex portfolios 🔍 Ways to uncover hidden value in existing contracts 🤝 Why tech should support, but never replace, advisor relationships 📈 What’s next: AI, improved UI, and life insurance insights If you're ready to modernize your process and stay ahead of the curve, don’t miss this one. 👉 Subscribe for more insights from top industry leaders. 🎧 Prefer audio-only? Catch the podcast here: https://bit.ly/RIO-Pod --- Follow us on these channels: LinkedIn: http://bit.ly/FIG_LI1 Twitter: http://bit.ly/FIG_TWR Facebook: http://bit.ly/FIG_FB1 Instagram: http://bit.ly/FIG_IG Subscribe here on YouTube: http://bit.ly/FIG_YT

Golf is a mental game, and so is life. How are you going to rebound from a setback? Follow us on LinkedIn: http://bit.ly/FIG_LI1 Subscribe on YouTube: http://bit.ly/FIG_YT Learn more about Financial Independence Group: http://FIGMarketing.com #PGAChampionship #QuailHollow #Golf

Chief Strategy Officer Nicholas Ross explains how financial advisors can rise above industry noise, personalize client outreach, and automate day-to-day tasks to operate like true CEOs. #FinancialAdvisors #Automation #BusinessGrowth #WorkflowOptimization #FinancialPlanning #BusinessOperations

Nicholas Ross breaks down how financial advisors can rise above industry noise, personalize client outreach, and automate day-to-day tasks to operate like a true CEO. Tune in for more on you podcast app or click here: https://bit.ly/RIO-Pod #FinancialAdvisors #Automation #BusinessGrowth #WorkflowOptimization #RetirementInsideOut #FIGMarketing

What really makes a team thrive? In this episode, COO Arron Price steps in as guest host to chat with Director of Operations Jessica about what makes operations truly tick. With zero traditional insurance experience across her 34-person team, Jess breaks down how mindset, adaptability, and heart can outperform even the most polished resume. From ditching meeting overload in favor of solution-driven collaboration to embracing authenticity at work, this episode is packed with takeaways for leaders looking to build stronger, more self-aware teams. In this episode: 🛠️ How to build operations teams that solve real problems 🤝 Collaboration that drives results—not just another meeting 👥 Leading with authenticity and emotional intelligence 🌱 Hiring for potential over pedigree If you're building a team or leading one, you don’t want to miss this conversation. 👉 Subscribe for more insights from industry leaders. 🎧 Prefer audio? Listen on your favorite podcast platform or click here: https://bit.ly/RIO-Pod --- Follow us on these channels: LinkedIn: http://bit.ly/FIG_LI1 Twitter: http://bit.ly/FIG_TWR Facebook: http://bit.ly/FIG_FB1 Instagram: http://bit.ly/FIG_IG Subscribe here on YouTube: http://bit.ly/FIG_YT Head to https://www.RetirementInsideOut.com for more podcast episodes.

Nothing more exciting than solving problems through collaboration! Follow us on LinkedIn: http://bit.ly/FIG_LI1 Subscribe on YouTube: http://bit.ly/FIG_YT Learn more about Financial Independence Group: http://FIGMarketing.com

Company culture is like having a cold? Well, sort of. Strong culture is caught, not taught. Follow us on LinkedIn: http://bit.ly/FIG_LI1 Subscribe on YouTube: http://bit.ly/FIG_YT Learn more about Financial Independence Group: http://FIGMarketing.com

Connect with Culture is back with a all-new look! In this short, COO Arron Price talks about the ripple effects of dreaming big. Follow us on LinkedIn: http://bit.ly/FIG_LI1 Subscribe on YouTube: http://bit.ly/FIG_YT Learn more about Financial Independence Group: http://FIGMarketing.com

Financial Independence Group and our Family of Companies have created the GIFT initiative because each one of us has the potential to impact a person, a cause, a community. GIFT is a donor-advised fund established with the Foundation For The Carolinas philanthropic organization. GIFT's purpose is to strengthen our community by supporting local organizations focused on financial literacy, education, and hunger, and these organizations are our 2025 GIFT Core Partners. Help us make a positive impact in the community. Learn more about the fund and strengthen our community by donating to GIFT here: https://bit.ly/FIG-GIFT --- Follow us on these channels: LinkedIn: http://bit.ly/FIG_LI1 X: http://bit.ly/FIG_TWR Facebook: http://bit.ly/FIG_FB1 Instagram: http://bit.ly/FIG_IG Subscribe here on YouTube: http://bit.ly/FIG_YT