Financial Opportunities Uncovered: A Keeler & Nadler Family Wealth Podcast
Claim This Podcastby Andy Keeler
Podcast Authority
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Podcast Overview
<p>Come take a journey with us as we explore topics and concepts from the obscure to those hiding in plain sight, so obvious that you wonder how you missed the low lying fruit. Financial planner and host Andy Keeler and his team, thought leaders, and guests discuss everything from maximizing your money and lowering taxes to how to gain the upper hand in an auction and the math behind online gambling. We discuss wealth building strategies and wander into deeper aspects of the human mind that can improve or inhibit our ability to build wealth with confidence.</p>
Language
🇺🇲
Publishing Since
4/23/2024
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Recent Episodes
June 2, 2026
If AI Skips Taxes In Creating Your Financial Plan, What Else Will It Miss?
A free AI financial plan can feel like a shortcut, but shortcuts in retirement planning usually come with a bill later. We decided to test a popular AI financial planning tool the way a real household might use it, then compare what it produced against what we’d expect from an experienced advisor and CFP-level planning process. Mike Klubnik joins Andy to walk through what the tool asked, what it never asked, and why those omissions matter. Matter, greatly in fact! We build a case study...
May 23, 2026
How Prediction Markets Turn Bets Into Real-Time Forecasts
A contract trading at 70 cents can tell you something simple and powerful: the crowd believes there’s about a 70% chance an event will happen, and that number moves as the world changes. That’s the core idea behind prediction markets, and it’s why they’ve become one of the most fascinating meeting points of behavioral finance, economics, and real-time forecasting. Andy is joined by Mark Beaver, partner at Keeler and Nadler Family Wealth and head of our investment committee, to unpack how “...
May 14, 2026
Women Advisors Rising And Keeler And Nadler Leads The Way
National awards are fun to celebrate, but the real question is what they’re actually measuring. We’re joined by Jessica Hultberg, CFP, and Abby Rose, CFP, CPA, two of our standout advisors who were named to the “200 Women Advisors to Watch” list and the only two honorees in Ohio. Andy starts the conversation with a simple observation from an all-Ohio Financial Planning Association symposium: the room looks different than it did years ago. Jessica shares what it was like attending early FPA ...
49 total episodes available
Recent guests on Financial Opportunities Uncovered: A Keeler & Nadler Family Wealth Podcast
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Dr William Resch
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Antonio Benton
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- What is Financial Opportunities Uncovered: A Keeler & Nadler Family Wealth Podcast?
<p>Come take a journey with us as we explore topics and concepts from the obscure to those hiding in plain sight, so obvious that you wonder how you missed the low lying fruit. Financial planner and host Andy Keeler and his team, thought leaders, and guests discuss everything from maximizing your money and lowering taxes to how to gain the upper hand in an auction and the math behind online gambling. We discuss wealth building strategies and wander into deeper aspects of the human mind that can improve or inhibit our ability to build wealth with confidence.</p> - How often does this podcast release new episodes?
This podcast updates weekly.
- Where can I listen to this podcast?
This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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