Something Personal

Palisades Hudson Financial Group
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Something Personal from Palisades Hudson Financial Group features interviews with a team of financial advisers discussing the more personal side of personal finance. Learn about topics ranging from entrepreneurship to investing, taxes to insurance, and many more through engaging conversations with experienced professionals. Palisades Hudson Financial Group offers comprehensive, objective, fee-only advice and solutions. Headquartered in South Florida, the firm has offices in five states from which it serves clients across the country and abroad.

  1. ٢٩ أبريل

    Organizational Behavior: Where Psychology Meets Business

    “Organizational behavior” is a field that blends business with psychology, sociology, and even elements of anthropology. But the core of the science is understanding the human experience of the workplace. Professors Jessica Siegel Christian and Michael Christian, both of the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill, join Palisades Hudson’s Senior VP/CIO Ben Sullivan for an exploration of how organizational behavior can illuminate how we behave at work. From how sleep deprivation affects ethical decision-making, to strategies for avoiding groupthink, to the ways that Luke Skywalker can help you find meaning in your work life (and beyond), this wide-ranging conversation illustrates that understanding people is key to career success. Thank you for joining us for season three of “Something Personal.” Season four will arrive in autumn 2026, so we hope you’ll subscribe and join us then.  Jessica Siegel Christian bioJess on LinkedInMichael Christian bioMike on LinkedInOrganizational Behavior at UNC Kenan-Flagler (LinkedIn)“Investing Fundamentals”, featuring Benjamin C. Sullivan, CFP®, CVA, EA“A Financial Planner Confesses His Sins” by Ben Sullivan“Do Nothing”“Atomic Habits”The Hero’s Journey Restorying Intervention

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  2. ١٥ أبريل

    Raising Division I Athletes

    Palisades Hudson VP Rebecca Pavese is an experienced financial planner, a CPA, and the mother of two daughters who have played sports at NCAA Division I schools. Her elder daughter earned a cross-country and track scholarship to the University of Tennessee; her younger daughter received a scholarship to play softball at Clemson, where she has kicked off her freshman season this spring. Rebecca sat down with “Something Personal” host Amy Laburda for a discussion about what it’s been like raising young athletes from the early days in recreational leagues through college competition. As both a parent and a financial professional, Rebecca offers advice to athletes’ family members, as well as to young athletes themselves, as they progress toward whatever their ultimate level of play may turn out to be. Links: “Navigating College Admissions” (featuring Rick Clark, Georgia Tech)“Financial Foundations: Budgets And Credit Scores” (featuring Rebecca Pavese, CPA)“Name, Image And Likeness Tips For Student-Athletes” by Eric Meermann, CFP®, CVA, EA

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  3. ١ أبريل

    Demystifying The Mortgage Process

    Buying a home, especially a first home, is an exciting step. But the process can be daunting, especially when it’s unfamiliar. In this episode, private mortgage banker Doug Kenner and financial planner David Walters sit down to guide listeners through the process. How do you know you’re ready to buy? What’s the difference between prequalification and preapproval? Should you opt for an adjustable rate or a fixed rate mortgage? Doug and David explain the ins and outs, so homebuyers can proceed with confidence, whatever their situations may be. Doug Kenner on LinkedIn“Love, Marriage And Prenups” (featuring David Walters, CPA, CFP®)“Gifting Family Assets Creatively” (by Benjamin C. Sullivan, CFP®, CVA, EA)“Why Estate Planning Is For Everyone” (featuring David Walters, CPA, CFP®)

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  4. ١٩ مارس

    Taxes After The One Big Beautiful Bill

    The One Big Beautiful Bill Act preserved some tax provisions, altered existing rules, and introduced entirely new ones. Now that it is income tax preparation season, how should you navigate the ins and outs? Eric Meermann, CFP®, CVA, EA, has decades of tax experience to draw on for the answer. In this episode, Eric walks listeners through the major tax provisions of last summer’s omnibus legislation. Beyond details on tips, overtime, state and local tax deductions and the many other changes in play, Eric offers some broader suggestions about staying ahead of deadlines and keeping things organized. Links: “Tariffs, Taxes And ‘All That Government Stuff’” (featuring Larry Elkin, Paul Jacobs and Ben Sullivan)“Big, But How Beautiful?” by Eric Meermann“GOP frustrations grow over lackluster ‘big, beautiful bill’ sales pitch,” The HillOccupations that customarily and regularly received tips on or before December 31, 2024 (IRS)“Why Estate Planning Is For Everyone” (featuring David Walters)Q&A about qualified expenses for 529 plans (IRS)“Building Community Around Mission” (featuring Ben Hall and Ben Sullivan)

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  5. ٤ مارس

    A Life In Film (And Podcasts)

    In a special behind-the-scenes episode of “Something Personal,” host Amy Laburda chats with the show’s director, editor and mixer, Joseph Ranghelli. Joe offers listeners a window into what he does for this podcast, as well as his experiences on other podcasts and on television. Amy and Joe then dive into Joe’s film background and his experiences working for productions in New York City. To wrap up, Joe shares his opinions on the upcoming Academy Awards: what should have been nominated, why “Sinners” broke through despite its genre roots, how to predict which way best picture will break and more. Links: Art MovezBRIC TV"Chill"National Board of Review (history)Billy Crystal's opening monologue, the Academy Awards (1998)“Aspect Ratios with Sinners Director Ryan Coogler”

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  6. ٢٥ فبراير

    Saving Your Budget From Zombie Subscriptions

    Between entertainment services, meal kits, online storage and more, most of us pay for a host of subscriptions. But when you continue to pay for services you no longer use, “undead” subscriptions can take a nasty bite out of your budget. Kasey Radney, CFP®, sits down with host Amy Laburda to talk about why subscriptions are everywhere. They discuss how to fend off zombies before they multiply, strategies for keeping yourself honest about which subscriptions you choose to pay for, and how to make sure your subscriptions don’t sneak up on you in the future. Listen in to learn how to prevent your bank statement from becoming a home for the walking dead. Links: “Attack of the Zombie Subscriptions!” by Kasey Radney, CFP®“Why One Man Is Fighting for Our Right to Control Our Garage Door Openers” (NYT, subscription required)“Financial Foundations: Budgets And Credit Scores,” featuring Rebecca Pavese, CPA

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  7. ٤ فبراير

    Retirement And The Messy Middle

    Executive and retirement coach Andrea Maizes prevents people from making terrible mistakes. Business founders, CEOs and executives may simply trust that they will figure out retirement when it arrives, but life’s transitions can easily blindside even the most capable among us. Andrea sat down with Eric Meermann, CFP®, CVA, EA and Paul Jacobs, CFP®, EA to talk about when someone is ready for retirement, the ways that modern retirement looks different from the cliched image many hold, and what to do if someone arrives in retirement only to discover that it isn’t what they thought it would be. Find out how Andrea helps her clients define retirement success and the steps she can help them can take to achieve it. Learn more about AndreaAndrea on LinkedIn“The Next Edit” on Substack"Your Next Edit" on Amazon“Life Is in the Transitions” by Bruce FeilerRQ Assessment

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  8. ٢٢ يناير

    Leading With Purpose

    Jonathan Stanley, the bestselling author of “Purposeful Performance: The Secret Mix of Connecting, Leading, and Succeeding,” unexpectedly went viral after connecting with a little girl and her mother at a book signing. But while TikTok success was a surprise, connection was already fundamental to Jonathan’s message for business leaders and employees alike. In a conversation with Paul Jacobs, CFP®, EA, and host Amy Laburda, Jonathan discusses his book at length. Discover why businesses need to identify their values and ensure they’re aligned with both employees and customers; why putting purpose ahead of profit leads to better long-term outcomes; how to help employees achieve and celebrate their successes, and much more. Editor’s Note: Otto Frank’s name is accidentally transposed in passing as “Frank Otto” (at 38:12). Links: Jonathan’s websitePurposeful Performance (print or e-book)Purposeful Performance (audiobook)Taylor Mae’s TikTokJonathan’s TikTok response"The Benefits Of Volunteering" ("Something Personal" S2E15, featuring Paul Jacobs)

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Something Personal from Palisades Hudson Financial Group features interviews with a team of financial advisers discussing the more personal side of personal finance. Learn about topics ranging from entrepreneurship to investing, taxes to insurance, and many more through engaging conversations with experienced professionals. Palisades Hudson Financial Group offers comprehensive, objective, fee-only advice and solutions. Headquartered in South Florida, the firm has offices in five states from which it serves clients across the country and abroad.

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    Palisades Hudson Financial Group
  • سنوات النشاط
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    © Palisades Hudson Financial Group
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    Something Personal