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Latest Episodes

Self-Storage: The Smart Alternative Advisors Are Turning To

Join us for a thoughtful conversation with Andy Jones, managing member of Jones Gregg Financial (www.jonesgregg.com), as we unpack how private real estate investments fit into a diversified portfolio. Host Paul Bennett and Andy explore the advantages of focusing on the client’s entire balance sheet—not just their investment portfolio—and discuss the importance of character, transparency, and alignment in choosing real estate partners. You’ll discover practical insights into portfolio construction, due diligence, and the advisor-client relationship that go beyond the traditional financial playbook. If you want to hear what sets successful real estate strategies apart, this episode delivers clear guidance and fresh perspective.Chapters(00:00) Real Estate as an Alternative Asset(01:10) Jones Gregg Financial Background and Focus(02:39) Defining Private Real Estate Investment(04:16) Motivations for Including Private Real Estate(06:22) Balance Sheet Approach to Client Wealth(12:39) Evaluating Investments and Importance of Character(23:33) Advice for Advisors Considering Alternatives(27:06) How to Contact Jones Gregg FinancialFollow and Connect with UsLinkedIn: https://www.linkedin.com/company/aaa-storage-investments/Instagram: https://www.instagram.com/aaastorageinvestments/X: https://x.com/investments_aaaFacebook: https://www.facebook.com/people/AAA-Storage-Investments-LLC/61575027573292/#PrivateEquityRealEstate #AlternativeInvestments #RealEstateInvesting #AccreditedInvestor #InvestorInsights #AAAStorageInvestments 

Why We Love Travel: The Joy of Exploring New Places

In this episode of the Travel Buddy Podcast Ian Andersen, Rachel Satow, and returning guest Ashley Martinez have a lively conversation about the transformative power of travel. Together, they share personal stories, discuss how travel shapes perspectives, and examine the evolving dynamics of the travel industry. The group explores why travel is more essential than ever for personal growth and well-being, touches on generational shifts, and offers thoughtful predictions about the future of exploring the world. Tune in for a mix of expert insight, heartfelt anecdotes, and inspiration for your next adventure.Connect with SwitchflyWebsite: https://www.switchfly.com/LinkedIn: https://www.linkedin.com/company/switchfly/X: https://twitter.com/switchflyYouTube: https://www.youtube.com/@SwitchflyOfficialChapters(00:01) Personal Connections to Travel(03:56) Changing Perspectives and Growth(10:37) Travel as a Profession and Industry(18:10) Future Trends and Generational Shifts(24:23) Intentionality and Authenticity in Travel(32:06) Upcoming Travel Plans

Moving Clinical Trial Goalposts

In this episode of "In the Interim…", Dr. Scott Berry and Dr. Kert Viele analyze how regulatory, editorial, and science community standards often impose additional, inconsistent requirements for novel methods in clinical trial design, rarely applied to standard approaches. Examples from oncology, enrichment trials, platform studies, and endpoint analysis illustrate how adaptive and Bayesian designs are frequently subject to higher scrutiny, shifting metrics, or distinct evidentiary demands. The episode covers technical and regulatory issues, such as the selective application of Type 1 error controls, evolving multiplicity guidance, and challenges in ethical reasoning with adaptive allocation. Scott and Kert frame the discussion with empirical comparisons and advocate for the use of clinical trial simulation to ensure fair, metric-driven evaluation of both novel and legacy designs.Key Highlights:Oncology combination therapy trial with Bayesian borrowing facing heightened regulatory caution versus single-arm historical controls.Hierarchical versus pooled analysis in enrichment/basket trials, with focus on error definitions and subgroup effects that have always existed.ICH E20 guidance potentially discourages use of enrichment by imposing new subgroup comparison burdens absent from standard trials.Platform trial multiplicity rules contrasted with parallel single-arm trials; regulatory stance continues to evolve.Ethical debate on adaptive allocation: questioning rationale behind adaptive randomizing may be ethically challenging, but fixed allocation is okay despite same interim data.Critical review of explicit utility weighting in the DAWN trial, despite alternative methods having the same issuesFor more, visit: https://www.berryconsultants.com/

Gold, Art, and Crypto — The Search for Value | AWM Insights #222

In this episode of AWM Insights, Justin Dyer and Mena Hanna break down the buzz around gold hitting all-time highs and the narratives that drive interest in alternative assets like crypto, collectibles, and NFTs. They challenge popular beliefs about gold as an inflation hedge and explore why traditional investments with real cash flows stand the test of time. With memorable stories and sharp analysis, this episode offers a seasoned perspective on navigating hype cycles and building a portfolio grounded in substance rather than speculation. Tune in if you want to sharpen your strategy and learn what truly matters in long-term wealth creation.Connect with UsCall or test us: 626-862-0355Website: https://www.athletefamilyoffice.com/YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEALinkedIn: https://www.linkedin.com/company/awmcapital/Instagram: https://www.instagram.com/awmcapital/X: https://twitter.com/awmcapitalFacebook: https://www.facebook.com/awmcapital/Chapters(00:00) Gold at all-time highs(03:00) Understanding value without cash flow(05:00) Gold as inflation hedge myth(06:00) Bitcoin and digital gold comparisons(07:00) Blockchain technology versus speculation(08:00) The risks and realities of collectibles(11:00) Dangers of narrative-driven investments

Understanding the NFL 401(k): Turning Career Earnings Into Lifelong Wealth

Join hosts Riccardo Stewart, Jeff Locke, Zach Miller, and Sam Acho as they unpack the often-overlooked NFL 401(k) and what every player needs to know about maximizing this valuable benefit. Drawing from real locker room experiences and expert financial advice, the team clears up common misconceptions, explains how the NFL’s unique employer match works, and reveals why many advisors fail to manage these accounts properly. Whether you're a rookie or a seasoned vet, this episode delivers crucial insights to help you grow your money—on and off the field. Don't miss this conversation packed with practical tips and the inside scoop on building lasting wealth as an NFL player.Connect with usCall or text: 602-989-5022Website: https://www.athletefamilyoffice.com/LinkedIn: https://www.linkedin.com/company/awmcapital/Instagram: https://www.instagram.com/awmcapital/Facebook: https://www.facebook.com/awmcapital/X: https://twitter.com/awmcapitalChapters(00:01) Real locker room conversations about the NFL 401(k)(03:23) How the NFL 401k works and its unique benefits(06:04) Common misunderstandings and advisor limitations(08:31) Steps to take for maximizing the NFL 401(k)(13:02) The butterfly effect: what to tell rookies

Hosts

Aaron Goldberg

Aaron Goldberg

Host of PGA Players Podcast
Adam Hatcher

Adam Hatcher

Host of The Twenty One Clear Podcast
Ben Connelly

Ben Connelly

Host of Salt + Light Fort Worth
Brandon Averill

Brandon Averill

Host of Athlete CEO