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If You Could with Matt & Taryn

Podcast af LPL Financial

engelsk

Business

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Læs mere If You Could with Matt & Taryn

If You Could is a bi-weekly, fresh take on the art of advice – the insights and intel on forces that move markets, shape macro trends, and advance the role financial advisors play in guiding the futures of American families. LPL Financial’s Matt Enyedi and Taryn Huget bring you candid discussions with experts from across wealth management, focusing on the aspirations, actions and outcomes that accelerate growth for advisors and the clients they serve. Conversations that ignite. Insights that empower. Advice that transforms.

Alle episoder

34 episoder

episode When AI learns to hack: What every advisor needs to know cover

When AI learns to hack: What every advisor needs to know

From the early days of “you’ve got mail” to today’s AI-powered cyberattacks, the digital world has evolved—and so have the risks. In this episode, we sit down with Chief Information Security Officer Renana Friedlich to unpack the new reality of cybersecurity: a fast-moving, high-stakes battleground where threats are more frequent, more sophisticated, and closer to home than ever before. What was once a concern for large enterprises is now a daily risk for businesses of every size—and even a single click can bring operations to a halt. With AI accelerating both attacks and defenses, the window between vulnerability and exploitation has shrunk from years to mere hours, raising the stakes for everyone. You’ll hear real-world stories of ransomware attacks, the emotional and financial impact of breaches, and why many organizations aren’t prepared for what’s coming next. But this isn’t about fear—it’s about action. We explore how layered defenses, smart habits, and the right partners can make all the difference in protecting your business, your clients, and your future. Follow Matt on LinkedIn here [https://www.linkedin.com/in/matthew-enyedi/]! Follow Taryn on LinkedIn here [https://www.linkedin.com/in/taryn-huget-97936653/]!

10. juni 2026 - 30 min
episode Reinventing Succession: How Marc Freedman Rewrote the Rules cover

Reinventing Succession: How Marc Freedman Rewrote the Rules

What if succession wasn’t an ending—but your next growth move? When Marc Freedman came to LPL looking for a succession solution that didn’t yet exist, he didn’t just find one—he helped build it. As the first advisor to not just utilize but help co-create LPL’s Liquidity & Succession program, Marc turned a personal need into a path others can now follow. In this episode, Marc shares how selling his practice unlocked more freedom, impact, and opportunity than he expected. You’ll hear how he ensured a seamless transition for his clients, why stepping away from day-to-day operations expanded his influence, and how he redesigned his life to prioritize family, community, and mentorship—without stepping away from growth. A must listen for every advisor, even if you’re not ready to step away. Marc offers practical, hard-earned insights on timing the decision, understanding profitability, and building a succession strategy that benefits you, your clients, and your legacy. Follow Matt on LinkedIn here [https://www.linkedin.com/in/matthew-enyedi/]! Follow Taryn on LinkedIn here [https://www.linkedin.com/in/taryn-huget-97936653/]!

27. maj 2026 - 30 min
episode How to Win & Serve in Silicon Valley, the Epicenter of Competitive Wealth cover

How to Win & Serve in Silicon Valley, the Epicenter of Competitive Wealth

Serving high-net-worth clients in Silicon Valley isn’t for the faint of heart—it’s one of the most competitive arenas in wealth management. Matt is joined by guest co-host Ken Hullings and special guest Matt Weaver of Fremont Bank to unpack how he built a $500M advisory practice from scratch and what it takes to win in this fast-paced market. Matt shares what it really takes to win tech executives and business owners, why trust and judgment matter more than performance, and how leading with planning, tax strategy, and strong bank partnerships can drive sustainable growth in even the most competitive markets. Whether you’re targeting affluent clients or scaling your practice, this episode offers a behind-the-scenes look at what drives success at the highest levels. Follow Matt on LinkedIn here [https://www.linkedin.com/in/matthew-enyedi/]!

13. maj 2026 - 21 min
episode The Age of Uncertainty: Global Turmoil, the Markets, and the Path Ahead cover

The Age of Uncertainty: Global Turmoil, the Markets, and the Path Ahead

Markets have always lived with uncertainty—but today, it feels fundamentally different. Hosts Matt and Taryn sit down with Marc Zabicki, Chief Investment Officer and Head of LPL Research, to unpack what happens when policy—not fundamentals—becomes the dominant force shaping markets. From tariffs to the conflict in Iran, oil price shocks, and the rise of what Marc calls the “policy engine,” this conversation explores why headlines now move markets faster than data. The trio dive into whether tariffs still matter, how AI-driven productivity could offset inflation, and what prolonged geopolitical risk means for growth, earnings, and investor behavior. Plus, timely, practical advice for advisors and investors: how to stay disciplined, communicate effectively, and manage risk in a world where clarity can disappear overnight. Follow Matt on LinkedIn here [https://www.linkedin.com/in/matthew-enyedi/]! Follow Taryn on LinkedIn here [https://www.linkedin.com/in/taryn-huget-97936653/]!

29. apr. 2026 - 25 min
episode Managing Tax Drag Year‑Round: The Alpha You’re Looking For cover

Managing Tax Drag Year‑Round: The Alpha You’re Looking For

April 15th may be dreaded by most, but for advisors, it can be a powerful opportunity. In this episode of If You Could, Matt and Taryn are joined by Tara Popernik, EVP of Wealth Planning at LPL Financial, to break down why tax planning is one of the most underrated — and most differentiating — components of holistic wealth management. They unpack how advisors can reframe “tax day” from a once-a-year burden into a year-round value driver, helping clients focus on what really matters: after‑tax outcomes. Tara challenges conventional thinking around taxes, shares insights from recent legislative changes, and explains why agility and long-term perspective are essential in today’s planning. Follow Matt on LinkedIn here [https://www.linkedin.com/in/matthew-enyedi/]! Follow Taryn on LinkedIn here [https://www.linkedin.com/in/taryn-huget-97936653/]!

15. apr. 2026 - 21 min
En fantastisk app med et enormt stort udvalg af spændende podcasts. Podimo formår virkelig at lave godt indhold, der takler de lidt mere svære emner. At der så også er lydbøger oveni til en billig pris, gør at det er blevet min favorit app.
En fantastisk app med et enormt stort udvalg af spændende podcasts. Podimo formår virkelig at lave godt indhold, der takler de lidt mere svære emner. At der så også er lydbøger oveni til en billig pris, gør at det er blevet min favorit app.
Rigtig god tjeneste med gode eksklusive podcasts og derudover et kæmpe udvalg af podcasts og lydbøger. Kan varmt anbefales, om ikke andet så udelukkende pga Dårligdommerne, Klovn podcast, Hakkedrengene og Han duo 😁 👍
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