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#657: Augmenting front-line employees with AI for better experiences, with Fabrice Martin, Medallia 22:42

9 hari yang lalu22:42

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We are here recording live at Medallia Experience at the Wynn in Las Vegas, and have been seeing and hearing some amazing things about how AI can enhance the customer experience as well as enable teams at organizations to create more meaningful connections with customers. Today we’re going to talk about how AI can help to create better experiences for customers before, during, and after their interactions. To help me discuss this topic, I’d like to welcome Fabrice Martin, Chief Product Officer at Medallia. RESOURCES Medallia: https://www.medallia.com Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brands Don't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company…

Grow Money Business with Grant Bledsoe

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Welcome to Grow Money Business with Grant Bledsoe, the podcast dedicated to helping business owners grow their wealth and business on their own terms. Grant is a CERTIFIED FINANCIAL PLANNER™ who helps business owners optimize and align their personal finances, business, and values. He’s also the founder of Three Oaks Capital Management, a registered investment advisory (RIA) firm. Throughout this podcast Grant will be interviewing entrepreneurs and business professionals to bring you valuable ideas to help you grow your business & wealth.

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Grow Money Business with Grant Bledsoe

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#Trading #Entrepreneur #Business #Grant Bledsoe #Need To Know

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Ep #256 - How Much Should We Really Be Saving for Our Kids’ College? 39:04

7 hari yang lalu39:04

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While college savings accounts like 529s provide some nice tax benefits, there are strings attached (including the dreaded 10% penalty for non-education related withdrawals). In this episode of Grow Money Business we dive into how much parents should really be saving for their kids’ college education amid a changing landscape for education and student loans. We also cover an interesting month in the markets and an article reviewing recent performance of single stock ETFs. RESOURCES: Billions Flowed Into New Leveraged ETFs Last Year. Now They’re in Free Fall. wsj.com/finance/investing/billions-flowed-into-new-leveraged-etfs-last-year-now-theyre-in-free-fall-0c413245…

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Ep #255 - I’m Concerned About What’s Happening in Washington. How Can I Protect My Portfolio? 50:53

5 weeks yang lalu50:53

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We’ve seen a massive amount of change in the federal government in the last month since Trump was inaugurated for his second term. The threat of tariffs and inflation, DOGE’s dismantling of legacy government programs, and discussion of annexing Canada and Greenland has many people concerned. This episode we cover the gamut from a financial perspective, including how investors should interpret what’s happening, whether we should be concerned about inflation in the near term, and how the markets have responded so far. RESOURCES Inflation. How worried should we be? stayathomemacro.substack.com/p/inflation-how-worried-should-we-be…

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Ep #254 - I’d Like to Retire at 55. How Can I Access My Retirement Without Paying Penalties or Touching My Roth Accounts? 23:18

9 weeks yang lalu23:18

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It’s been an interesting few weeks in the markets since President Trump’s inauguration. A Chinese company produced an AI chatbot that performs as well as U.S. competitors at a fraction of the cost. Nvidia’s stock lost 17% the following day after the company published its work, confirming the threat to Nvidia’s business model. We cover an article highlighting what this all means, review the outperformance of non-U.S. equities, and answer a listener question about whether they can retire early without having to touch their Roth accounts in this episode of Grow Money Business. RESOURCES: Best Part of the DeepSeek Story substack.com/@herbgreenberg/p-155921309…

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Ep #253 - The Market Seems Expensive Right Now. Should I Be Worried? 29:14

13 weeks yang lalu29:14

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Should you be concerned that the market’s just made several all time highs? This question comes up in various forms any time stock markets set new records. As tempting as it is to assume that what goes up must come down, the market doesn’t think that way. We cover this concept in detail in today’s episode, along with Vanguard’s recent 2025 market forecast and an update on how markets have done since the election. RESOURCES: Market perspectives advisors.vanguard.com/insights/article/series/market-perspectives…

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Ep #252 - What Does Another Trump Administration Mean for the Economy, Inflation, and the Markets? 34:47

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A lot has happened in the markets over the last few weeks. In this episode we cover what’s new in the stock, bond, and crypto markets since the election, and to should expect from the Trump administration with regard to economic and tax policy. Resources: Small-cap stocks on verge of ending 3 years of futility with record run — if it holds marketwatch.com/story/small-cap-stocks-on-verge-of-ending-3-years-of-futility-with-record-run-if-it-holds-c829d75b?mod=hp_minor_pos27 What’s Flying Higher Than Bitcoin? The Software Company Buying Up Bitcoin wsj.com/finance/currencies/whats-flying-higher-than-bitcoin-the-software-company-buying-up-bitcoin-748fdbd2?mod=hp_lead_pos5…

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Ep #251 - We’re Concerned About Federal Spending. Does That Mean We Should Avoid U.S. Stocks? 33:27

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This week on the show we field a listener question about whether their concern about government spending should be reflected in their investment portfolio. We also review an article about market efficiency / inefficiency, and provide an update on mortgage and long term bond rates. RESOURCES: Mob Rule humbledollar.com/2024/10/mob-rule/ Principles for Dealing with the Changing World Order: Why Nations Succeed and Fail Hardcover by Ray Dalio amazon.com/Changing-World-Order-Nations-Succeed/dp/1982160276…

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Ep #250 - Should I Roll My 401k Into an IRA? 50:38

27 weeks yang lalu50:38

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Most Americans have at least some of their retirement savings sitting in workplace retirement plans like 401ks, 403bs, SEP-IRAs and the like. And when you leave a job, due to a retirement transition or not, many people wonder what they should do with the savings they’ve accumulated in the plans. We’ve noticed that the more people tend to have in their retirement plans, the more reluctant they are to take action out of fear of making a mistake. In this episode of the podcast we’ll answer several questions about 401k rollovers: · Should I keep my savings in the 401k or roll the funds into an IRA? · Can I roll my 401k directly into a Roth IRA? · My savings is in the Federal TSP. I’ve heard the plan is really good. Should I roll the funds into an IRA when I retire or stick with the TSP? We’ll also review the logistics of 401k rollovers and how you can avoid major mistakes. Resources: https://www.morningstar.com/funds/are-low-volatility-etfs-dead…

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Ep #249 - We Just Retired. Should We Downsize? 26:17

31 weeks yang lalu26:17

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Downsizing from your large, long-held family home is a popular concept for retirees, but may not always be the best choice. Even though smaller homes are less costly & easier to maintain, giving up your family's major meeting venue may not be the best choice. This week we respond to a listener question on whether downsizing might be right for them, and cover Nvidia's recent earnings call and an article about the prevalence of gift card scams. Highlights [05.30] Market Update – News on Nvidia earnings. [11.24] Article of the Week – This week’s article on gift card fraud. [15.40] Downsizing – Grant explains the reasons why people choose to downsize. [20.00] Not for everybody – Grant explains why downsizing doesn’t suit everybody. [23.36] Advice - What to consider before downsizing. Resources Why gift card fraud slips through the cracks of America’s banking regulation system https://theconversation.com/why-gift-cards-fall-into-a-gap-in-the-2-tier-banking-regulation-system-and-a-brief-history-of-why-that-gap-exists-236478 Dow Jones Futures Rise; Nvidia Pares Earnings Losses, Salesforce Jumps investors.com/market-trend/stock-market-today/dow-jones-futures-nvidia-earnings-guidance-salesforce-crowdstrike/ Outlive: The Science and Art of Longevity By Peter Attia amazon.com/Outlive-Longevity-Peter-Attia-MD/dp/0593236599…

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Ep #248 - I’d Like to Give More to Charity. How Can I Reduce My Taxes by Doing So? 27:39

32 weeks yang lalu27:39

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Mailbag Question: “I’d like to give more money to a couple different charities this year, but my tax person said it wouldn’t help my taxes. Is there a way I can make a gift that reduces my taxes?” Intro: “There are a ton of different ways to give to charity, but not all of them will help you on your taxes. This week we cover a listener question about tax efficient charitable giving, and when it will or will not help you.” Resources: Donor-Advised Funds (DAFs): What They Are and How They Work nerdwallet.com/article/taxes/donor-advised-funds Qualified Charitable Distributions (QCDs) fidelity.com/building-savings/learn-about-iras/required-minimum-distributions/qcds The New Etiquette of Negotiating With Your Real-Estate Agent wsj.com/personal-finance/the-new-etiquette-of-negotiating-with-your-real-estate-agent-1ff585c7…

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Ep #247 - Should I File for Social Security Before It Runs Out? 33:02

33 weeks yang lalu33:02

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Mailbag Question: “Everything I hear about Social Security is bad, and it sounds like the program will run out of money in a few years. Is there a good reason I shouldn’t file for benefits now before the money runs out?” Intro: “Many retirees are concerned about the state of Social Security, and some of them even expect the program to crumble in the next few years. Does that mean you should get your money out now before it does? This week we respond to a listener question about by explaining what’s going on with Social Security, how long it’ll be before the Social Security trust runs out of money, and what will happen when it does. We also cover an article from Consumer Affairs about why car insurance premiums are rising so much, and review a very strong rebound in the markets” Resources The 2024 OASDI Trustees Report ssa.gov/OACT/TR/2024/ A Summary of the 2024 Annual Reports ssa.gov/OACT/TRSUM/index.html Auto insurance is outpacing inflation and getting worse consumeraffairs.com/news/auto-insurance-is-outpacing-inflation-and-getting-worse-081524.html…

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Ep #246 - Using Tech Tools to Bypass IRS Hold Times with Tomas Nally 58:21

34 weeks yang lalu58:21

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It’s no secret that the IRS is underfunded right now. It takes most taxpayers months to receive refund checks, and most would rather go to the dentist than wait on hold to talk with the IRS. Our guest this week is Tom Nally, who’s recently launched Tax Now to help taxpayers and their professionals navigate this landscape. The platform syncs up with the IRS database and simply notifies you when there are updates to your account. It’s a sorely needed tool, and Tom walks us through what he’s built and how the launch has gone. We also cover an article about Trump’s interest in allowing the sitting president more control over monetary policy, and summarize a volatile week in the markets. Resources Trump’s Plans Stir Fears for Fed Independence, Inflation wsj.com/politics/elections/trumps-plans-stir-fears-for-fed-independence-inflation-689bc113 Connect with Tomas Nally LinkedIn - linkedin.com/in/tomasnally/ Website - taxnow.com/…

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Ep #245 - Should We Move to Tennessee, Texas, or Florida to Reduce Costs in Retirement? 21:17

35 weeks yang lalu21:17

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Mailbag question: “My husband and I are assembling our retirement plan and planning to relocate once I quit working. We’re trying to decide between Tennessee, Florida and Texas, since they’re all states with lower tax and retirement lifestyle costs. Which do you think is best? The lists are all different.” Intro: Financial media love to create lists of the “best” and “lowest cost” states to retire in. This week we answer a question about the differences between Tennessee, Texas, and Florida as retirement destinations, and what you should consider when relocating in retirement. Resources The best states to retire in 2024 – Ranked moneywise.com/retirement/best-states-to-retire-in The Most Affordable U.S. States to Retire in 2024 fool.com/retirement/relocation/cheapest-states-to-retire/ A Strong Year for 401(k) Balances Masks the Truth About Long-Term Performance crr.bc.edu/a-strong-year-for-401k-balances-masks-the-truth-about-long-term-performance/…

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Ep #244 - Do I Really Need a Living Trust? 32:09

36 weeks yang lalu32:09

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Mailbag Question: “I recently met with an attorney to get my estate plan done. They recommended that I create a living trust to hold some investments and my house. Is that legitimate? It sounds like an upsell better suited for very rich people.” Intro: This week on Grow Money Business we answer a listener questions about trusts and estate planning. Our faithful listener spoke with an attorney about estate planning recently, who recommended a living trust as part of his plan. We cover the pros and cons of living trusts and whether the recommendation is an upsell from the attorney. Links: https://www.wsj.com/finance/stocks/a-stock-market-rotation-of-historic-proportions-is-taking-shape-da9b6546?mod=finance_feat2_stocks_pos2 https://www.weareatticus.com/learn/what-is-the-uniform-probate-code…

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Ep #243 - I’d Like to Retire Early but I’m Concerned About the Penalties 34:38

37 weeks yang lalu34:38

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Early retirement is a popular goal for many, but actually making it happen can be challenging. One major obstacle is the early withdrawal penalty imposed to distributions from IRAs & 401ks before 59 ½ years of age. This week on the show we answer a listener question about how to navigate this landscape and a few possible workarounds. We also cover whether index investing has impacted the markets, and an article about how inflows to hot investment funds can falsely influence performance numbers Resources: GMO: Passive Investing’s Impact Has Been Overblown, But It’s Not Negligible institutionalinvestor.com/article/2dgy5jctx2rb7g3wv2juo/portfolio/gmo-passive-investings-impact-has-been-overblown-but-its-not-negligible Hot Funds and the Curse of ‘Self-Inflated Returns’ wsj.com/finance/investing/etf-self-inflated-returns-258e875e Strategies For Maximizing (Or Minimizing!) Rule 72(t) Early Distribution Payments Using IRS Notice 2022-6 kitces.com/blog/rule-72t-sepp-calculate-payments-rmd-avoid-penalty-tax-early-ira-withdrawals-notice-2022-6/…

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Ep #242 - Why Would I Ever Want to Invest in Other Countries? 26:30

38 weeks yang lalu26:30

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One question we get a lot is why we’d ever want to invest in countries other than the U.S. The U.S. stock market has done far better than other countries recently. It’s the biggest national market in the world. The U.S. has the strongest, most resilient economy. And the U.S. dollar is the world’s reserve currency. Why would we ever want to invest anywhere else? This week on the show we cover this question in detail, June’s inflation data, and an article on the impact that inflation has on bond markets. Links: https://www.dimensional.com/us-en/insights/global-diversification-still-requires-international-securities https://www.morningstar.com/portfolios/is-international-diversification-necessary https://www.mortgagenewsdaily.com/markets/mbs-morning-07112024…

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