Big financial strategies rarely fail because of numbers alone; they fail when expectations are unclear. What happens when interest rates rise, returns pause, or assumptions change after a plan is already in motion? In this episode, Jeremy Houser interviews Vincent Munno, Partner at Simplicity Group, about premium financing strategies for ultra-high-net-worth clients. Vincent explains how …
Most advisory firms look similar on the surface, yet growth often stalls when everything is built around one person or a single approach. What happens when you intentionally step away from one-size-fits-all thinking and design a firm around individuality, adaptability, and long-term vision? In this episode, Jeremy Houser welcomes back Mike Milligan, CFP®, Founder of …
As we kick off 2026, the economic headlines are loud, but the real story is in the data and the incentives behind it. In this episode, Jeremy Houser sits down with Dr. Campbell Harvey, Duke professor and Research Affiliates Director of Research, known for early work on the inverted yield curve, to break down what …
As advisors wrap up 2025 and look ahead to 2026, many are rethinking how their practices operate day to day. Growth goals often stall when execution cannot keep pace with changing expectations, especially around digital visibility and team capacity. In this episode, Jeremy Houser explains how advisors are preparing for 2026 by putting structured systems …
Markets can shift quickly, and understanding the tools behind index design can help you guide clients with more clarity. How do you sort through complex crediting strategies, and what can index ratings reveal about long-term performance potential? In this episode, Jeremy Houser speaks with Laurence Black, Founder of The Index Standard®, about how his team …
What happens when traditional financial planning falls short for families caring for loved ones with disabilities? How do you create a comprehensive plan that addresses not just money, but government benefits, legal structures, and quality of life for someone who will need support forever? In this episode, Jeremy Houser interviews Mary Anne Ehlert, CEO and …
A hundred episodes, three kids, and one unstoppable partnership. In this special milestone of the Advisor Mentorship Podcast, Jeremy Houser is joined by his favorite guest, his wife, Christina Houser, for a conversation about growth, family, and what it really means to build a life together. Married since 2017, Christina and Jeremy open up about …
Most advisors understand that taxes impact every financial decision, yet few make tax planning part of their process. Steven Jarvis, CPA, is on a mission to change that by helping advisors build confidence, stay compliant, and add real value through intentional tax conversations. In this episode, Jeremy Houser talks with Steven Jarvis, Founder of Retirement …
Change challenges every leader, but it also shapes character, culture, and legacy. How do you lead when everything around you is shifting? How do you build a culture that lasts beyond your own leadership? In this episode, Jeremy Houser talks with Steve Kerns, Founder of InsurMark and Executive Vice President of Business Relationships at Simplicity, …
Leaders often think they understand themselves and their teams, but research shows otherwise. Self-awareness and communication are frequently overlooked, even though they’re the foundation of building effective organizations. In this episode, Jeremy Houser welcomes Kellie Fern, Director of Business Operations and Development at The Predictive Group, to discuss how the Predictive Index and behavioral data …