Straight Talk with the Penniman Group is a podcast series hosted by the Penniman Wealth and Institutional Consulting Group at UBS Financial Services. Our team is based in the suburbs of Detroit, Michigan however, we serve clients across the country. In each episode of Straight Talk with the Penniman Group we focus on a timely topic in the personal planning, family planning and institutional investing worlds. Join us as we identify key issues in planning and investing, team with leading thinkers to discuss the latest trends and provide innovative solutions for the challenges faced by you, your family, and your business.
Financial Planning Association
Justin Bennett
Brian Kasal
Daniel Kopp, Forrest Baumhover
Caleb Brown
Jacqueline Lockie
Pentegra
Caprice Gibson
Tom Hine
nextgenin10
Danforth Fleak
The Institute of Advanced Financial Planners | David Miller
Adviser Gap
Ben D. Jones and Emily Larsen with BMO Global Asset Management
Ameritas Life Insurance Corp.
John Brown
Scott Fishman and Cliff Jurdi
Investment Quorum
Citywire
Kate Holmes
Dominique Henderson, CFP®
Broc Buckles and Peter Ciravolo
LifeYield
Mark Wade
Tim Scannell
PracticeLab podcast
Clarity 2 Prosperity
Alliance of Comprehensive Planners (ACP)
The Pinnacle Group
XY Media
Morrie W. Reiff
Cambridge
Tony Steuer
Stathis Partners, LLC.
Stathis Partners, LLC.
CWB Wealth Management
Sam Oakes
David Chudyk, CFP(r)
financialdna
Mike McGlothlin
Susan Bradley
Michael Kitces
financialdna
Eric Lawton
NFP
DPL Financial Partners
Alan Moore and Michael Kitces
Gary Heldt
John McDonough
Irvin Schorsch
Newton One, LLC
Inkandescent Radio
Buddy Rathmell
Reuben Bergola
Homer Smith
None
None
Money Matters
Paul G. McManus
FSPgo
John F. Dini
Robert Curtiss
The Heritage Institute
Scott Morrison and Matt Nordmann
Cathy Curtis, CFP
David DeCelle
Laura Gregg and David Partain
Laura Gregg and David Partain
Laura Gregg and David Partain
Laura Gregg and David Partain
Laura Gregg and David Partain
Brett Fellows, CFP®
John Hancock Insurance
womenworkinginwealth
...For Advisors
Charlie Van Derven
Beyond the Balance Sheet
cedrive
Jim Bishopp
Victor Pantaleoni
Hannes Grascher
Dan Doran
The Gottlieb Organization
Gabe Nelson, CFP®
Doug, Linda, & Deborah Lewis
Carson Coaching
Mueller Financial Services, Inc.
Summit Wealth Group
Truelytics
Elena Pullen-Venema
Kim Butler and Tammi Brannan
Sheryl Hickerson
Bridging The Gap
The Farwell Group at Scotia Wealth Management
Penn Mutual
77marketing@sjpp.co.uk
SmackSound
Pete Bush