Best HFM Podcasts (2025)

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Identify Weaknesses in Your Strategy & Find Solutions 1:21:21

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2h ago1:21:21

1:21:21

Learn how to evaluate your trading approach, spot hidden flaws, and uncover what may be holding back your performance. This webinar will guide you through practical methods to analyse your results and determine what trading changes you could make. In this webinar, we will cover the following: •Evaluate your strategy •Solutions for weaknesses or bad…

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Trading the Asian Session 1:41:38

2h ago1:41:38

1:41:38

The Asian session, also known as the Tokyo session, may be slower, but it holds unique trading opportunities for those who know what to look for. Join us to explore the key traits of this session and how to trade it effectively. What you’ll learn: •What defines the Asian session and how it differs from others •Why traders prefer this time of day • …

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Market Timing Strategies 1:16:47

13d ago1:16:47

1:16:47

Learn how to time your market entries and exits with greater accuracy and understand the importance of multiple time frame analysis. Andria will also explore how seemingly unrelated news events can trigger key market moves. This webinar is for you if you want to: •Improve the precision of your trades •Understand timing across multiple charts •Stay …

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Avoiding False Breakouts 1:21:08

13d ago1:21:08

1:21:08

This webinar will explore how traders can filter out fake breakouts and accurately take advantage of indications. This session will cover the following: •Key price patterns •Confirmation techniques •Breakout reliability 'Disclaimer: This material is provided as a general marketing communication for information purposes only and does not constitute …

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Beginner’s Guide to FX Trading Part 2 1:13:43

13d ago1:13:43

1:13:43

New to trading or need a refresher? This 3-part course is your gateway to understanding how the markets work. Learn how to read charts, recognise trends, use oscillators, and manage risk — all essential tools to help you start trading with confidence. In this course, you’ll learn: •How to read charts and identify trendlines •What drives price movem…

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Risk Analysis Vs Risk Management 1:18:16

13d ago1:18:16

1:18:16

Risk analysis isn’t the same as risk management, but it’s an essential part of trading. That said, there are two main types of risk analysis which are key for traders. Trade Risk Analysis and Market Risk Analysis. Today’s webinar will cover the following: •Trade risk analysis methods •Risk and sentiment analysis •How to use risk analysis to improve…

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How Scalpers Trade the Short-Term Trend 1:16:47

29d ago1:16:47

1:16:47

Trading the trend can be very different for a day trader, swing trader and scalper. However, the technique and analysis method particularly change for Scalpers. Join this webinar, which will look at how strategies differ for these fast-paced traders. In this session, we’ll cover: •Identify short-term trends and quick entry points •Manage trades eff…

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Uncovering Tariffs & Trade Impact on Markets 1:16:16

29d ago1:16:16

1:16:16

Discover how to identify global trade trends, assess the implications of tariff policies, and develop data-driven strategies to manage risk and enhance your decision-making process. In this session, you’ll learn: •How to monitor and analyse tariffs alongside key economic indicators to uncover the drivers behind current and historical trends •Where …

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Real-Time Analysis with Trading Insights 1:09:27

1M ago1:09:27

1:09:27

Don’t miss this unique opportunity to watch one of our market analysts analyse various instruments including Gold, Indices, Oil and Currency Pairs. As part of today’s webinar, Michalis will evaluate technical analysis, plus more advanced analysis methods. Today’s webinar will cover the following: •Component analysis and risk indicators •Fundamental…

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Exit Strategies Unlocked – Part 1 1:13:24

1M ago1:13:24

1:13:24

Join Andria, our Market Analyst, for this highly focused, in-depth session that will introduce you to the key aspects of setting price targets and understanding exit signals. This webinar will cover: •How to set simple and multiple price targets •Understand what signals to use in your exit strategy and why •Discover time-based exit signals 'Disclai…

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Advanced Technical Analysis 1:17:06

2M ago1:17:06

1:17:06

Dive deep into advanced chart patterns, indicators, and strategies to refine your market analysis and enhance your trading decisions. This webinar will cover the following: • The importance of VWAP • Stop short-term volatility from hitting your stop-loss • Combine multiple indicators efficiently Disclaimer: This material is provided as a general ma…

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Beginner's Guide to FX Trading 1:20:33

2M ago1:20:33

1:20:33

This 4-part webinar is designed for new traders and those looking to refresh their basic trading skills. Gain a solid introduction to the markets, chart reading, order types, and risk management. In our following webinars, you'll acquire the essential tools needed to kick-start your trading journey. Part 1 covers: • How the markets work and why pri…

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Improving Market Timing & Accuracy 1:13:08

2M ago1:13:08

1:13:08

If you struggle managing your risk or would like some help with disciplining your mind and emotions, then this session is for you. Don’t miss out on this opportunity to improve your skills by learning how to turn your losses into lessons. Our Market Analyst discusses: • A few simple numbers you should know • The importance of emotional control • Ma…

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Building a Strategy Around Your Strengths 1:17:36

2M ago1:17:36

1:17:36

Many traders look to copy another trader's strategy rather than putting their own strategy together based on their strengths. Our analysts will explore how traders can design a strategy based on their abilities and own strengths. This webinar will cover: • How to build a trading strategy • Including both technical and fundamental elements in your s…

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Smart Strategies for Charitable Giving and Tax Savings 20:46

2M ago20:46

20:46

Welcome back to the Dollar Wise Podcast. In this episode, Jason Gabrieli, CFP, is joined by Andrew Barnard, 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 to…

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Entry, Target, Stop Loss, and Risk & Money Management 1:29:24

2M ago1:29:24

1:29:24

Join Andria, our Market Analyst, for an in-depth webinar where she simplifies the critical aspects of trading—Targets, Stops, Trade Size, and the essential Rules of Risk and Money Management. This webinar will cover: •How ATR can enhance your stop loss and take profit strategies •The pros and cons of Trailing Stops vs. Fixed Stops •How to determine…

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Using Price Action and Momentum 1:12:14

2M ago1:12:14

1:12:14

Discover how to read price action, spot momentum shifts, and use these strategies to improve your trade entries and exits. Today’s webinar will cover: •Price action strategies and techniques •How Price Momentum can be used as an indicator •Price Action Patterns and Trend-lines 'Disclaimer: This material is provided as a general marketing communicat…

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Improving Market Timing and Accuracy 1:22:05

2M ago1:22:05

1:22:05

Discover how two powerful indicators—Bollinger Bands & Stochastics—can work together to sharpen your market timing and boost trading accuracy. This webinar will cover: •How to use Bollinger Bands & Stochastics efficiently •Strategies for precise timing & improved accuracy •A complete countertrend, mean-reverting system 'Disclaimer: This material is…

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Using News as Part of Your Trading Plan 1:22:54

2M ago1:22:54

1:22:54

In today’s webinar, Michalis will evaluate how to analyse news, identify market-moving events, and integrate news-driven strategies into your trading plan for new trades and volatility. This webinar will cover: •Impulsive trade decisions during news releases •How to amend your trading plan to prepare for volatility •Should I expect a correction? 'D…

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Choosing Stop Loss Points 1:14:15

3M ago1:14:15

1:14:15

Trading isn’t about always being right but managing risk efficiently. The key is limiting losses on bad trades, so your positive trades can shine. Join us as we break down the essentials of stop-loss strategies to help you trade with confidence. This webinar will cover: •Where to set your stop loss and target for optimal risk management •How ATR (A…

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Building Your First Trading Plan 1:25:38

3M ago1:25:38

1:25:38

Learn how to create an efficient trading plan. Discover how to set goals, manage risk, and develop a strategy for consistency. Today’s webinar will cover the following: •Create a trading plan step-by-step •Trade step-ups and exits •Controlling your trade and balance – discover margin calls 'Disclaimer: This material is provided as a general marketi…

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Risk Management for Beginners 1:08:06

3M ago1:08:06

1:08:06

Learn essential strategies to control your trading and trade using well-known techniques and proper risk management techniques! This webinar will cover: •Risk management tools •Risk management techniques and strategies •Explore the reward-to-risk ratio 'Disclaimer: This material is provided as a general marketing communication for information purpo…

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How to Improve Your Trading Mindset 1:06:26

3M ago1:06:26

1:06:26

Managing your risk is an important part of trading. Join this session to learn how to discipline your mind and emotions. Improve your skills and turn your losses into lessons. Today’s webinar will cover the following: •A few simple numbers you should know •The importance of emotional control •Maintaining your discipline 'Disclaimer: This material i…

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

3M 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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Trading Psychology & What to Avoid 1:17:33

3M ago1:17:33

1:17:33

In this session, we'll explore common trading mistakes, and the ones which can damage a trader, while diving into the psychological aspects of trading. Today’s webinar will examine how to avoid or use these mistakes to your advantage. Learn how emotions, mindset, and decision-making techniques impact your performance. Today’s webinar will cover the…

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Trading with Trend Lines 1:19:20

3M ago1:19:20

1:19:20

Trend lines are a powerful tool that can keep traders on the right side of the market, yet they’re often overlooked or misused. Join Andria today to discover trend lines' true power and simplicity and ensure you’re using them to their full potential. This webinar will include: •The 5 key rules for drawing trend lines •How to identify trend line bre…

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Live Analysis with Real-Time Trade Set-Ups 1:11:40

3M ago1:11:40

1:11:40

Join us for a live market analysis session, where we’ll identify real-time trade opportunities and discuss key strategies for effective decision-making. Don’t miss this chance to enhance your trading skills with expert insights. Today’s webinar will cover: •Live real-time analysis •Technical analysis setups •Fundamental analysis and backing up your…

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Simple Trading Strategies 1:06:59

4M ago1:06:59

1:06:59

Trading strategies can be challenging to follow and may not always generate sufficient opportunities for new traders in the market. Today’s webinar will look at a strategy which mainly focuses on the following: •Price Action •Momentum Trading •Technical analysis and indicators 'Disclaimer: This material is provided as a general marketing communicat…

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Heikin Ashi for Scalpers 1:04:59

4M ago1:04:59

1:04:59

In this webinar, Andria will showcase the power and simplicity of the Heikin Ashi indicator—a game-changer for traders at any level. If you’ve ever wondered how Heikin Ashi candles stack up against traditional candlesticks, now’s your chance to find out. This webinar discusses their unique benefits and how they can be applied to scalping, plus the …

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Analyzing Price Patterns 49:32

4M ago49:32

49:32

Our charts are filled with various waves and price patterns. However, many traders do not understand if the patterns indicate a bullish or bearish bias. The webinar will cover: •Ascending and descending triangle patterns •Wave patterns •Building a bullish and bearish outlook 'Disclaimer: This material is provided as a general marketing communicatio…

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When to Buck the Trend 1:15:16

4M ago1:15:16

1:15:16

Join our webinar to discover how to take advantage of market reversals with the Buck-the-Trend strategy. In this webinar you will learn: • 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 'Disclaimer: This material is provi…

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

4M 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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Learn the Art of Scalping: A Comprehensive Guide 1:14:37

5M ago1:14:37

1:14:37

In this webinar, Andria will delve into the concept of scalping, highlighting its benefits, potential drawbacks, and the key traits of an experienced scalper. She will also share practical strategies that can be applied to this trading approach. Key takeaways: •Advantages and challenges of scalping •Essential qualities of an effective scalper •Prov…

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

5M 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

7M 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

8M 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

9M 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

12M 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

1y 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

1y 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

1y 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

1y 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

1y 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

1y 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…

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Bitcoin ETF, Where Does It Fit Into Your Investments? 13:56

1+ y ago13:56

13:56

Bitcoin has made a comeback in the last few weeks with the SEC's recent approval of Bitcoin ETFs. So, what does this mean for investors? Jason explains the implications of the Bitcoin ETFs, their accessibility for average investors, and the impact of this development on the value of Bitcoin while evaluating the risks regarding your investment strat…

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Navigating the New Normal: A 2023 Economic Overview 13:28

1+ y ago13:28

13:28

So, how did 2023 end up? According to the news or social media, the economy and the average person are worse off than ever. In this episode, Jason and Catherine refute that notion with real-world data and examples, and provide a balanced perspective on current economic conditions, including inflation, the GDP, and the growth of personal net worth i…

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Should You Invest in AI Stocks? 14:53

1+ y ago14:53

14:53

Welcome to a festive edition of the Dollar Wise podcast! Jason Gabrieli and Catherine Allen-Carlozo, both Certified Financial Planners at HFM Investment Advisors, delve into the latest world of Artificial Intelligence (AI)stocks. Tune in to hear them discuss the recent trends of investing in AI and the massive influx of AI-related companies. You wi…