『Horizon Advisers Unleashed Podcast』のカバーアート

Horizon Advisers Unleashed Podcast

Horizon Advisers Unleashed Podcast

著者: Ryan Kus Alex Dinser and Andrew Hinrichs
無料で聴く

As financial planners and business owners, we will discuss many topics. Our goal is to educate listeners on specific financial topics as well as conducting interviews of other business professionals. We hope you learn from their insight, stories, and experiences.Financial Advisor offering securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity Tax services are provided by Horizon Advisers. Cetera Wealth Services LLC does not provide tax services. Tax and accounting services provided by Horizon Advisers CPA. Cetera Wealth Services LLC does not provide tax nor accounting services. 50 W Big Beaver Road, Troy, MI 48084. Cetera Wealth Services, LLC was previously known as Cetera Advisor Networks LLC

© 2026 Horizon Advisers Unleashed Podcast
マネジメント・リーダーシップ リーダーシップ 個人ファイナンス 経済学
エピソード
  • #241 - How Family Origin Shapes Your Relationship with Money | Conversation with Dr. Nick Phillips
    2026/06/03

    Why do some people naturally save while others struggle to hold onto money? Why do certain financial decisions feel easy for one person and stressful for another?

    In this episode, Andrew joined by guest Dr. Nick Phillips explore the powerful connection between family origin and financial behavior. They discuss how the money messages we receive growing up—from our parents, grandparents, and early life experiences—can shape our beliefs about spending, saving, investing, risk, and financial success.

    The conversation dives into how family dynamics influence our financial mindset, the hidden patterns that impact decision-making, and the importance of recognizing these influences to build a healthier relationship with money. Whether you grew up in a household where money was openly discussed or rarely mentioned at all, understanding your financial roots can provide valuable insight into your current habits and future goals.

    Tune in for an engaging discussion on self-awareness, financial behavior, and the lasting impact family origin has on the way we handle money.

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    1 時間 4 分
  • #240 - Interview with Dennis Weiss
    2026/05/20

    In this episode, Alex and Andrew sit down with Dennis Weiss for a wide-ranging conversation on entrepreneurship, leadership, investing in sports, and the mindset required to succeed in business today. Dennis shares insights from his own experiences building businesses, navigating challenges, and spotting emerging opportunities in evolving industries.

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    58 分
  • #239 -What a Next-Gen CFP® Would Tell You About Your Money Today with Dylan Woebkenberg
    2026/05/07

    Most people think financial planning is something you “get to later.”

    But what if the people closest to the ground—young, hungry advisors building from scratch—actually have the clearest perspective on what works?

    In this episode, Andrew sits down with Dylan Woebkenberg, a Certified Financial Planner® who’s built his career from the ground up, to break down what he’s seeing firsthand with clients today.

    We’re skipping the résumé and getting straight to what matters:

    • The biggest money mistakes people make in their 20s, 30s, and 40s
    • What actually moves the needle when it comes to building wealth
    • How to think about investing, saving, and planning in today’s environment
    • And what you should be doing right now—no matter where you’re starting

    If you’ve ever wondered, “Am I doing the right things with my money?”—this episode is for you.

    🎯 Walk away with practical strategies, a clearer roadmap, and confidence in your next move.

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    40 分
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