Best HFM Podcasts (2025)

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Trade Pyramiding Strategies 59:31

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3h ago59:31

59:31

It's a great feeling to see the trend move in your favour, but how can you maximise profits from this? Many traders use the pyramiding strategy and the Averaging Down approach. Today’s webinar will explore ● Understanding pyramiding strategies ● Understanding averaging down ● Using when to use strategies under certain conditions Disclaimer: This ma…

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Mastering Position Trading 1:02:14

3h ago1:02:14

1:02:14

Want to trade with less noise and more confidence? Join this session on Position Trading, a long-term strategy designed for traders who aim to capture major market trends and avoid short-term volatility. Whether you’re new to longer-term trading or looking to refine your strategy, this session will help you understand how patient traders identify, …

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1-Hour Trading Strategies 1:12:36

7h ago1:12:36

1:12:36

Discover 1-Hour trading strategies, market entry techniques, and risk management tips designed to help you trade smarter and more confidently in trending markets. In today’s webinar, you will learn: ● Two separate well-known strategies ● Risk Management Tools to apply to each strategy. ● Technical analysis and indicators Disclaimer: This material i…

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5 Fast Trading Strategies 1:20:25

7d ago1:20:25

1:20:25

Looking for simple yet powerful trading strategies you can actually use? Join Andria for a live session where she reveals five fast and simple trading setups that work across multiple timeframes, from quick 5-minute scalps to confident 4-hour trend trades. You’ll discover: ● MA crossovers at the New York open ● The 4-hour strategy for day & swing t…

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Simple Risk Management Techniques 1:07:01

14d ago1:07:01

1:07:01

An introduction to practical risk management techniques that help traders identify, assess, and minimise potential risks effectively. This webinar will look at: ● Different risk management methods ● Simple risk management techniques ● Real trade examples Disclaimer: This material is provided as a general marketing communication for information purp…

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Tax Talk: Standard vs. Itemized: What You Need to Know 14:01

9d ago14:01

14:01

Welcome back to the Dollar Wise Podcast. In this episode, Andrew Barnhardt CFP® and Brett Herron CFP® break down the topic of below-the-line tax deductions, offering practical explanations and examples to help listeners understand how these deductions work. They discuss the difference between standard and itemized deductions, key itemized categorie…

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Risk-On vs. Risk-Off: What Do They Mean? 53:08

15d ago53:08

53:08

‘Risk-on’ and ‘risk-off’ are phrases you’ll often hear in financial markets, but what do they actually tell us about market sentiment? In this session, Andria will break down these key concepts in a simple, practical way. You’ll discover: ● What ‘Risk-On’ and ‘Risk-Off’ really mean in market language ● How to identify these shifts in real time ● Wh…

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Gold Trading Strategy 1:04:32

15d ago1:04:32

1:04:32

Gold has proven to be one of the most popular assets of the past 3 years. Today’s webinar will look at key strategies for when Gold is trending and when Gold is in Range Bound conditions. We will cover: ● What causes Gold bullish trends and sideways trends? ● Sideways Trend Strategy ● Bullish/Bearish Trend Strategies Disclaimer: This material is pr…

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Consistency in Trading 1:08:53

21d ago1:08:53

1:08:53

The thrill of your first profit is undeniable, but consistent trading success is what truly counts for all traders. This webinar will look at how to build consistency. Today’s webinar will look at: ● Decision making ● Tracking, reviewing, and adjusting trades ● The importance of routine and discipline Disclaimer: This material is provided as a gene…

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Is the Awesome Oscillator Really That Awesome? 50:37

21d ago50:37

50:37

Bill Williams named it ‘Awesome’ for a reason, but does it live up to the hype? Join Andria in this practical, hands-on webinar to discover how this powerful yet simple indicator can be applied across any asset class and on any timeframe. You’ll learn: ● Three easy-to-use standalone strategies to start trading with the AO right away ● How to combin…

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How to Trade Market Gaps Strategies 49:33

29d ago49:33

49:33

Join Andria as she goes through the theory behind gaps, the distinct types of gaps, and risk management strategies you can implement when using gaps to discover trading opportunities. In this webinar, you will learn: ● Market gaps - what are they and why do they occur? ● Types of market gaps ● Four types of market gaps to identify & trade Disclaime…

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Beginner's Guide To Starting Trading 1:15:17

29d ago1:15:17

1:15:17

Starting trading for the first time is exciting, but having the right support, education, and guidance makes the journey far easier. You’ll enjoy the following as part of this webinar: ● Understanding how trading works and your first steps ● Price Drivers and Trading Concepts ● Important assets and basic trading methods…

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Trading the Kathy Lien ‘Waiting for the Deal’ & ‘Fader’ Strategies 1:11:59

1M ago1:11:59

1:11:59

Two intraday techniques that aim to identify opportunities for traders to capture the initial directional intraday real move of the market. According to Kathy Lien, with these strategies, you are looking to wait for the noise in the markets to settle down and to trade the real market price action afterwards. In this webinar, you will learn about: •…

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Using Gaps in Your Trend Analysis 1:04:05

1M ago1:04:05

1:04:05

Gaps represent the greatest imbalance between buyers and sellers. They can confirm a change in trend or affirm an acceleration of the current trend. In this webinar, we will talk about how to use gap-identifying tools to enhance your trend analysis. Learn also: • What is a gap? • Gap analysis tools • Q&A Disclaimer: This material is provided as a g…

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Simple Ways to Add Fundamentals to Your Trading Strategy 1:05:22

1M ago1:05:22

1:05:22

Incorporating fundamental analysis into daily trading can be challenging, but it can work effectively alongside technical analysis. In today’s webinar, we’ll explore: • How to validate signals with fundamental analysis. • Understanding what is influencing the asset you're trading. • Real-trade examples. Get the latest market news from our leading a…

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Trading with Fractals 1:23:56

1M ago1:23:56

1:23:56

In this webinar, join Andria as she explains the benefits and limitations of trading with Fractals. Get all your questions answered about how these unique indicators can help you identify many different trends and market movements, including: • Market reversals and breakouts. • Stop loss areas. • Price action. Get the latest market news from our le…

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Tax Talk: Above-the-Line Deductions Explained 15:56

2M ago15:56

15:56

Welcome back to the Dollar Wise Podcast. In this episode, Andrew Barnhardt and Brett Herron of HFM Advisors dive into the world of above-the-line tax deductions. These often-overlooked deductions can reduce your adjusted gross income and improve your eligibility for other tax benefits. From retirement contributions and HSAs to student loan interest…

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Forex Order Blocks 58:06

2M ago58:06

58:06

Order block is a market behaviour that indicates order collection from financial institutions and banks. Prominent financial institutions and central banks drive the forex market. Traders need to know what they are doing in the market. In this webinar, you will learn: • What is the order block? • How does order block trading work? • Q & A Get the l…

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How to Improve Your Timing 1:18:01

2M ago1:18:01

1:18:01

At times, traders can identify a trend through analysis, but they often struggle with timing, managing volatility, and finding the right trade setup. Today’s webinar will look at remedies for this issue, along with the following: • Short-term volatility vs the overall trend. • Trading techniques to reduce the impact of volatility. • Technical analy…

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How To Improve Your Crossover Signals 1:03:43

2M ago1:03:43

1:03:43

The ‘crossover signal’ is one of the most widely used signals in technical analysis, but if misused, it can trigger many false signals. Today’s webinar will look at how to increase the accuracy of ‘crossover signals. The session will cover: • How ‘crossover signals’ work. • How to increase the accuracy of your signals. • How ‘crossovers’ assist wit…

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When to Buck the Trend 1:15:34

2M ago1:15:34

1:15:34

Join our webinar to discover how to take advantage of market reversals with the Buck-the-Trend strategy. This session will cover: • How to make the best possible entries when the price bucks the trend. • Identify temporary retracements within the long-term trend. • Spot high-probability trading opportunities. Get the latest market news from our lea…

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US Dollar Live Analysis for Beginners 56:58

2M ago56:58

56:58

In this webinar, you will gain insights into the factors influencing US Dollar movements, learn how to interpret live charts, and understand key technical and fundamental analysis concepts. Our expert will guide you through real-time market scenarios, helping you build confidence in analysing currency pairs. Key topics include: • Key factors impact…

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What All New Traders Need to Know 1:22:42

2M ago1:22:42

1:22:42

Trading for the first time can be overwhelming, as there are many factors which traders may take into consideration. Today’s webinar teaches new traders how trading works and what simple first steps can get them on the right path. Today’s webinar will cover: • How trading works. • The three must-knows for a strong trading start. • Steps to get you …

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From Worry to Wealth: How to Measure Financial Progress 8:31

3M ago8:31

8:31

Welcome back to the Dollar Wise Podcast. In this solo episode, Certified Financial Planner Catherine Allen-Carlozo explores a mindset shift that can help transform financial anxiety into confidence. Drawing inspiration from the book The Gap and The Gain by Dan Sullivan and Dr. Benjamin Hardy, Catherine unpacks how shifting your focus from what’s mi…

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Mean Reversion Strategy 54:21

3M ago54:21

54:21

Whether you are solely focused on trading moves against the trend or seeking opportunities in both directions, Mean Reversion is a widely used strategy among traders of all experience levels. It targets price movements that have deviated significantly from the norm, offering potential entry points as the market corrects back toward its average. Tod…

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Regression Analysis Part 2 1:12:40

3M ago1:12:40

1:12:40

In this follow-up to last week’s session, Andria takes a deeper dive into advanced concepts of Regression Channel Analysis. This final part of the series builds on the basics to help you refine your strategy with enhanced techniques. In this session, you will learn: •How to identify channels within channels •A breakdown of the various channel tools…

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Swing Trading The NASDAQ 1:04:18

3M ago1:04:18

1:04:18

The NASDAQ, being one of the most volatile indices, has price swings sometimes reaching more than 5% at a time. Today’s webinar will explore Swing Trading and particularly how to use the Swing Trading approach on the NASDAQ. This webinar will look to understand the following: •Swing trading •The NASDAQ’s key characteristics and influences •How to u…

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The Crossing EMA Strategy – Intraday Timeframes 1:03:20

3M ago1:03:20

1:03:20

Join Andria as she breaks down a simple and effective intraday strategy using Exponential Moving Averages (EMAs). This practical session focuses on how to apply the Crossing EMA Strategy to trending charts across multiple timeframes. Ideal for intraday traders looking to sharpen their timing and execution. You'll learn: •How the EMA strategy helps …

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Trading With Double Bollinger Bands 1:16:38

3M ago1:16:38

1:16:38

Bollinger Bands are among the most popular technical indicators—and for good reason. They’re simple, versatile, and effective for traders of all experience levels. In this session, Andria will introduce the Double Bollinger Band technique and the concept of the Bollinger Band Squeeze. Perfect for traders looking to strengthen their technical analys…

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Quick Fixes for Each Trading Problem 59:41

3M ago59:41

59:41

Through recent surveys, traders expressed the most common problems they have encountered while trading. Today's webinar will look at each problem and provide various solutions. In this webinar, you will learn: •The most common trading problems •Techniques and ways to address these problems •Real-life practice examples 'Disclaimer: This material is …

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5-Minute Scalping Strategy 1:19:30

3M ago1:19:30

1:19:30

Discover a simple 5-minute scalping strategy! In this webinar, our Market Analyst Andria will guide you step-by-step to spot institutional trades, decode market moves, and use supply and demand zones for high-accuracy setups. What you’ll learn: •Identify trades in real-time for fast entries •Avoid four costly mistakes I made •Apply this strategy ac…

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Regression Analysis Part 1 50:36

4M ago50:36

50:36

Join Andria, our Market Analyst, as she introduces the fundamentals of Regression Channel Analysis—an essential tool for identifying trends and improving market timing. In this session, you will learn: •How to analyse trends using regression channels •How to time the markets more effectively •How to apply regression channels across multiple time fr…

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Get Out of Losing Trades 1:11:47

4M ago1:11:47

1:11:47

No matter how skilled you are or how strong your strategy may be, losing trades is inevitable. What sets successful traders apart is knowing how to exit those trades without damaging their account or confidence. In this webinar, we’ll uncover how professionals manage and exit losing positions with precision and discipline. In this session, you’ll l…

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Smart Strategies for Charitable Giving and Tax Savings 20:46

7M ago20:46

20:46

Welcome back to the Dollar Wise Podcast. In this episode, Jason Gabrieli, CFP, is joined by Andrew Barhardt, CFP, to explore how charitable contributions can be optimized for tax efficiency. They discuss practical strategies such as donor-advised funds, gifting appreciated stock, and estate planning techniques to ensure your generosity also leads t…

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What Happens to Your Travel Points When You Die? 17:01

7M ago17:01

17:01

Welcome back to the Dollar Wise Podcast. In this episode, Catherine Allen-Carlozo and Tyler Reedman dive into an unconventional yet valuable topic: what happens to your travel rewards—points, miles, and loyalty perks—when you pass away? Prompted by a real client experience, the discussion unpacks how various credit card, airline, and hotel programs…

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From Saver to Spender: How to Enjoy Your Money in Retirement Without Fear 9:25

9M ago9:25

9:25

Welcome back to the Dollar Wise Podcast! In this episode, Catherine Allen-Carlozo, a Certified Financial Planner at HFM Investment Advisors, explores the transition from being a saver to a spender in retirement. Many retirees struggle with the fear of spending their savings, worrying about outliving their money, market crashes, or unexpected medica…

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Lessons from a Banner Year: How 2024 Shaped the Investment Landscape 17:30

10M ago17:30

17:30

Welcome back to the Dollar Wise Podcast! In this episode, Jason takes a deep dive into the key financial events of 2024. From understanding the S&P 500's stellar 25% performance to exploring the nuances of inflation, unemployment, and GDP growth, Jason provides a comprehensive reflection on a remarkable year for both the stock market and the econom…

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Are Multi-Year Guaranteed Annuities a Smart Choice in a Rising Rate Market? 16:51

12M ago16:51

16:51

Welcome back to the Dollar Wise Podcast. In this episode, Jason Gabrieli, a certified financial planner at HFM Investment Advisors, discusses the increasing interest in multi-year guaranteed annuities as interest rates rise. With more clients and insurance agents inquiring about these products, Jason dives into the pros and cons, potential pitfalls…

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Election Concerns and Investing... Mix at Your Own Risk 15:34

1y ago15:34

15:34

Welcome to this episode of the Dollar Wise Podcast. In this episode, Jason Gabrieli discusses the growing concern around election outcomes and their potential impact on investments. With the media heightening fear and uncertainty, Jason offers insight into why emotions can mislead investors and how focusing on long-term goals is essential. He also …

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How to Save Taxes While Making an Impact 18:45

1y ago18:45

18:45

Welcome back to the Dollar Wise Podcast. Jason Gabrieli is joined by Andrew Barnhardt from the HFM team as they explore tax strategies related to charitable giving, focusing on the benefits of Qualified Charitable Distributions (QCDs) from IRAs. The discussion covers how changes in the tax code impact charitable deductions, who can benefit from QCD…

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Beyond the Will, How to Make A Difficult Time Easier on Those Left Behind 23:11

1+ y ago23:11

23:11

Welcome back to the Dollar Wise Podcast. In this episode, Jason Gabrieli is joined by Brittany Tedesco from Bratton Law Group to discuss the essential steps and considerations when dealing with the death of a loved one. The conversation covers the importance of having a will, the difference between probate and non-probate assets, and practical advi…

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From Grief to Relief: Saving on Taxes After Saying Goodbye 28:26

1+ y ago28:26

28:26

Welcome back to the Dollar Wise Podcast. In this episode, Jason Gabrieli and guest Brian Masessa, CPA from Premier Accounting Services, delve into the financial complexities that arise when a loved one passes away. They discuss the essential steps executors must take, the intricacies of probate, and the importance of proper documentation. Brian exp…

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Smart Not Spoiled: Raising Financially Savvy Kids 17:46

1+ y ago17:46

17:46

In this episode of the Dollar Wise Podcast, host Jason Gabrieli is joined by Chad Willardson, president and founder of Pacific Capital, bestselling author, and co-founder of GravyStack. Chad shares his journey of teaching financial literacy to children, inspired by his experiences as a father of five. He discusses the development of GravyStack, an …

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The Key To Retiring Earlier May Not Be Saving More 14:43

1+ y ago14:43

14:43

Welcome back to the Dollar Wise Podcast. In this episode, Jason Gabrieli and Catherine Allen-Carlozo, both CERTIFIED FINANCIAL PLANNERS at HFM Investment Advisors, discuss the most loaded question they encounter: "How much do I need to retire?" This discussion unpacks the factors that influence the answer to this question, highlighting personal spe…

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Don’t Let 5% Savings Accounts Distract You From Investing for the Long Term 17:22

1+ y ago17:22

17:22

Welcome back to the Dollar Wise Podcast. In this episode, Jason Gabrielli, a certified financial planner, discusses the current trend of keeping money in cash. With high-yield savings accounts offering around 5%, many investors are unsure whether to invest or leave their money in cash. Jason highlights the importance of understanding historical ret…

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Unlock the True Potential of Your 401(k) Savings 16:00

1+ y ago16:00

16:00

Jason Gabrieli and Tyler Reedman, both CERTIFIED FINANCIAL PLANNERS at HFM Investment Advisors, dispel common misconceptions about 401(k) contributions. They dissect the difference between matching the employer’s contribution and maxing out a 401(k). They discuss contribution limits and strategies to increase contributions incrementally so you can …

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Affording Retirement in New Jersey: Tax Benefits and Programs for Seniors 13:30

1+ y ago13:30

13:30

When you retire, do you want to stay in New Jersey? Jason delves into the common concerns about retiring in New Jersey, such as the state’s reputation for high taxes and living costs. He also covers recent changes and programs like the Senior Tax Freeze and the Stay NJ program that make New Jersey a more appealing retirement destination. Lastly, he…

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Charge Up Your Savings: Home Improvement and EV Tax Credit Overview 12:58

1+ y ago12:58

12:58

Home improvements, purchasing electric vehicles, and installing a qualified vehicle refueling and recharging apparatus at your home could entitle you to a tax credit. Jason reviews the different types of credits, their requirements, and the importance of consulting a tax advisor to optimize these opportunities to integrate them into your financial …

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HSA Strategies: Unlocking the Full Benefits of Your Health Savings Account 8:06

1+ y ago8:06

8:06

Are you enrolled in a Health Savings Account? (HSA) In addition to being used for immediate medical expenses, it provides tax advantages and can be used as an additional retirement tool. Jason reviews the requirements for an HSA, such as enrolling in a high-deductible health plan and the potential to invest contributions for long-term growth. He al…

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2024 FAFSA Updates: Navigating Changes in College Funding for Families 12:13

1+ y ago12:13

12:13

This year, students and their families will notice significant changes to the Free Application for Federal Student Aid (FAFSA) process. We'll review these changes and how they can impact families navigating college funding. Key topics include the reporting of student income, business and farm assets, retirement plan contributions, and the implicati…