The Values Exchange Podcast

On this episode, we dive into the world of property insurance with Nat Hasnat, Lead Agent with Liberty Mutual. Nat will cover the complexities of home insurance, outlining the various insurance forms commonly utilized in the Texas market. Understand the nuances of different coverage options and learn how to make informed decisions tailored to your specific home insurance requirements. Additionally...

Join us for an insightful episode as we sit down with Chris Shuba, the visionary CEO of Helios Quantitative Research. In this industry-focused podcast, we delve into the world of finance markets. Chris Shuba founded Helios with a mission to revolutionize the financial advisory landscape. His innovative approach aims to empower financial advisors with powerful tools that enhance the asset managemen...

Join us for an enlightening webinar, featuring Tom Clark, an esteemed Social Security Consultant with over 33 years of experience in the field. Tom's impressive career within the Social Security Administration has garnered him numerous accolades, including two Social Security Commissioner's Citations and four Deputy Commissioner of Communications Citations for his exceptional ability to demystify...

Welcome to the recorded version of our insightful webinar with Mark O'Briant, a distinguished Estate Planning Attorney. In this comprehensive discussion, we explore the intricacies of estate planning, including wills, trusts, and effective strategies for managing inheritance taxes. This recording offers invaluable insights to help safeguard your legacy and provide for your loved ones. Tune in to g...

Dive into the world of financial leadership and gain invaluable insights on this episode of The Values Exchange Podcast with Matthew Enyedi, Managing Director of Client Success at LPL Financial as he shares his remarkable journey, that shaped his leadership perspective. Gain insights into Matthew's client-centered philosophy and how it guided unconventional decisions that ultimately fueled success...

Join us on The Values Exchange Podcast as we uncover real estate investing secrets with Ryan Cave, Owner of The Cave Realty Team. This episode delves into essential factors for new investors, profitable investment property strategies, and assessing rental property profitability. We also explore the impact of the pandemic on property investment and discuss ethics in real estate, Ryan's personal jou...

Join us for an illuminating episode as we sit down with Meera Pandit, Executive Director and Global Market Strategist at J.P. Morgan Asset Management. In this in-depth conversation, Meera shares her expertise on the current market outlook for the remainder of the year, while diving into the intricacies of recessions. We explore the fundamental question of what a recession entails, analyzing histor...

Join renowned Navy SEAL veteran and CIA instructor, David Rutherford, as he shares his invaluable insights on conquering fear and unlocking your true potential. In this captivating discussion, David draws upon his extensive 28-year exploration of the human condition and his remarkable UDT Navy SEAL experience, offering a comprehensive approach to overcoming fear and achieving success in any enviro...

In this episode, host Mike Crews interviews Dr. Krosby about the value of understanding the intersection between markets and the global economy and how it affects the macroeconomic environment. Dr. Krosby is the chief global strategist and spokesperson for LPL Research, focusing on key areas such as global capital markets. Her extensive background in global capital markets includes positions at Pr...

In this episode, Mike interviews Monessa "Siren" Balzhiser, an accomplished pilot who has shattered glass ceilings throughout her career. Balzhiser made history by becoming Lockheed Martin's first female F-35 Production and Training Pilot, and previously served as the first female Filipina F-16 Fighter Pilot in the US Air Force. In this inspiring conversation, Balzhiser shares her journey and the...

In this episode of The Values Exchange podcast, host Mike engages in a thought-provoking conversation with three esteemed executives from LPL Financial - Regina Heyward, Nicole Nichols, and Vance Kirksey - as they delve into the invaluable topic of diversity, equity, and inclusion (DEI). The episode delves into how LPL Financial, a trailblazer in DEI efforts with the launch of its diversity progra...

In this episode of The Values Exchange podcast, Mike interviews Kait Ledonne, founder of Brandwise Media, a personal branding agency based in New York. Kait shares her insights on the value of personal branding, and she discusses what a personal brand is, why everyone needs one, and how our values drive our brands. This podcast episode is a must-listen for anyone interested in personal branding an...

In this episode, Mike interviews Jacques B. Loraine III, a retired US Army CWO4 and Senior Principal Systems Engineer at Raytheon. Jacques discusses the value of integrity as he shares his extensive experience serving in various Intelligence Officer roles in Special Mission Units, Corp & Army tactical-level Units, and National Intelligence organizations.

Join host Mike Crews as he interviews Tom Perkowski, former Assistant Dean of the SMU Cox Executive MBA Program. Tom led the Cox Executive MBA Program from 2000 to 2020, helping it become ranked #3 in the world by BusinessWeekBloomberg. In this episode, Tom shares his wealth of knowledge and experience gained over his impressive career and how that led him to become an Executive Coach. With a Bach...

In this podcast episode, host Mike Crews interviews Seth Sartain, the Director of Financial Planning at North Texas Wealth Management, to discuss the value of education. They delve into different levels of learning and explore the benefits of expanding one's knowledge base. Seth shares his personal experience of learning four languages and much more.

Mike discusses the value of embracing challenge with the Regional Vice President of Sales at Brighthouse financial, James Willis. James discusses encountering, seeking, and overcoming challenges from becoming a competitive national champion go-cart driver to an avid ultra-runner completing the Leadville Trail 100.