Best Hodges Private Client Podcasts (2025)

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Balancing Wealth and Advisory: Stephen Tanenbaum’s Caring Approach at Rainbook. 37:37

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10M ago37:37

37:37

Growing demand for qualified wealth advisors is a pressing issue in the U.S. due to a talent shortage. Stephen Tanenbaum, the founder of Rainbook, explores how philanthropy, technology, and financial advisory services come together. Stephen explains how AI and machine learning can improve the way clients interact with their advisors, while still st…

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Learn Private Service Management with Helda Cobian on Beyond Wealth 29:58

11M ago29:58

29:58

Welcome to the inaugural episode of Beyond Wealth, the podcast exploring the expertise of leaders in private service and estate management. Today, our guest is Helda Cobian, who brings over 25 years of experience as a house manager, family assistant, and celebrity chef. Helda shares invaluable advice for entering this field, stressing open-mindedne…

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The A+ Method: Sarah Hodges Transformative Coaching for Lasting Success and Personal Growth 29:53

11M ago29:53

29:53

“Transformation begins when we align compassion with growth” Sarah Hodges, wellness coach and creator of the A+ Method, has a gift for helping people grow personally and professionally—using the power of behavioral neuroscience and empathy. Sarah talks about her incredible journey, starting as an opera singer and transitioning into wellness coachin…

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Catherine Smith: Personal Touch Meets Professionalism for Luxury Clients 34:42

12M ago34:42

34:42

“The key to success is understanding your client's unique needs and delivering personalized service.” Catherine Smith, the founder of CS Smith Management, is an expert in estate and property management for high and ultra-high net worth clients. In this episode host Jonathan Fishbeck explores Catherine's journey, starting from managing properties in…

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Transform Your Leadership: Lisa & Julia’s Proven Strategies for Legacy Success. 35:51

1y ago35:51

35:51

“From the intricacies of calendaring to evolving post-pandemic demands, our goal is to ensure long-term success and trust through comprehensive support.” In this episode, Jonathan Fishbeck hosts Lisa Casson and Julia Hudson, the dynamic co-founders of Pennyworth. They provide an in-depth look into their expertise in executive support, recruiting, a…

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Inside the Elite World of Naval Estate Management with Georges Labaki 32:39

1y ago32:39

32:39

“Success in leadership is about anticipating needs and creating lasting impressions.” Today's guest, Georges Labaki, manages a 17,000-square-foot estate for future naval officers in Annapolis Maryland. With a career spanning roles from Navy cook to elite positions at the White House and Pentagon, Georges shares his insights on high-profile estate m…

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Strong Client Relationships: Philip Smith’s Proven Estate Strategies 35:01

1y ago35:01

35:01

"Maintaining balance is crucial; without it, both the client relationship and the property suffer." In this episode of "Beyond Wealth," host Jonathan Fishbeck interviews Philip Smith, a veteran estate manager and director of Atreides Consulting and Management (ACM Limited). With over two decades of experience, Philip shares his expertise in balanci…

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Unlock Balance: Rebecca Cowley’s Proven Wealth Preservation Strategies 37:55

1y ago37:55

37:55

"Balancing the complexities of family office management with personal well-being requires a strategic approach and strong support systems." Rebecca Cowley, Managing Director at Andersen Family Office Solutions Group, brings a wealth of knowledge from her diverse career path. Starting at KPMG, founding her own consulting firm, and eventually joining…

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Residence Management Masterclass: Jocelyn Galvez’s Insider Tips Unveiled 36:07

1y ago36:07

36:07

"No matter their quirks or challenges, you're always learning daily—from the perfect shade of white for the flowers to ensuring the grass is just right.” In this episode, Jocelyn Galvez, Director of Residences for a Private Family, provides a deep dive into managing luxury lifestyles and family governance. She explores the complexities of adapting …

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Aaron Berkey on Merging Passion with Strategic Insight to Optimize Your Investments 31:22

1+ y ago31:22

31:22

"It's about connecting people and opportunities to create meaningful investment experiences." Today's guest, Aaron Berkey, co-founder and managing partner of Okeanos, joins Jonathan Fishbeck for an in-depth conversation on their diverse investment strategies. Okeanos covers many sectors, including early-stage ventures, private equity, real estate, …

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AI & Secondary: Unlock Wealth Strategies with Mercedes Zhang 31:58

1+ y ago31:58

31:58

“If you are the smartest person in the room, you probably should go to a different room.” In this Beyond Wealth Episode, Mercedes Zhang of Manhattan Venture Partners (MVP) exemplifies this mindset as she delves into capital raising, deal sourcing, and secondary markets. Host Jonathan Fishbeck highlights MVP’s focus on AI investments and relationshi…

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Kelsey Ferguson on Digital Management and Legacy Preservation 33:52

1+ y ago33:52

33:52

In this episode, I'm your host, Jonathan Fishbeck, and today we're joined by Kelsey Ferguson, Founder of FunHangs and a visionary in the digital management space. Maintaining long-term goals amidst life's challenges and changes. Kelsey shares her wisdom on the importance of pivoting, intentionality, and overcoming limiting beliefs to build a thrivi…

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Introducing: Beyond Wealth 0:54

1+ y ago0:54

0:54

Are you prepared to break free from the conventional notions of luxury and wealth and elevate a legacy that will be preserved for generations to come? Welcome to Beyond Wealth: Innovating for Life Elevation. Unlock the secrets to managing and growing family wealth while preserving legacy. In each episode, we bring you cutting-edge strategies and ex…

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Is the Meme Stock Craze Over? 11:03

2y ago11:03

11:03

In this episode of "Horse Cents, Street Smart Investing", Craig and Clark Hodges join producer Ron Corning to dissect the 'Meme Stock' craze that saw Dallas-based Gamestop at the epicenter. Is it over or poised for a comeback? For those hit hard by meme stock losses, this podcast delves into their evolving relationship with the market. Do these inv…

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Celebrity CEOs: Blessing or Curse? 17:20

2y ago17:20

17:20

In Season 2, Episode 4 of 'Horse Cents, Street Smart Investing,' hosts Craig and Clark Hodges delve into the role of celebrity CEOs and how they can impact a company, using Elon Musk and Tesla as an example. They explore the fine line between a celebrity CEO blessing or cursing a company, emphasizing that while CEO charisma matters, it's the compan…

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Investing & Inflation 21:27

2+ y ago21:27

21:27

Join Horse Cents, Street Smart Investing for a conversation with Hodges Capital CEO and co-founder Craig Hodges and Director of Research Eric Marshall in Season 2, Episode 3, as they dive deep into the complex world of inflation and investing. In this episode, Craig and Eric explore the true meaning behind inflation and how it can actually be a sig…

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When Politics and Your Money Converge 18:00

2+ y ago18:00

18:00

In this episode the Hodges brothers break down the relationship between politics and your money. While there is always a lot of rhetoric around how the outcome of an election can impact the market, you may be shocked to learn that the outcome of midterm elections has historically not had a negative impact on the market. But the Hodges acknowledge p…

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Looking Back As We Plan the Future 17:36

3y ago17:36

17:36

It’s the launch of season 2 of “Horse Cents, Street Smart Investing”, and we take a look at the year that was. What does history tell us about navigating a downturn like we saw in 2022? And what happens if you sit on the sidelines during the comeback? We break it down by the numbers, and the results are remarkable. And finally, building trust. Yes,…

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EP 13: Pillars of Wealth 23:43

3+ y ago23:43

23:43

Clark Hodges and Alan Ebright will discuss a few items in this episode. Having a plan for saving and investing. Tips for increasing your savings. It’s time in the market, not timing the market, that is the most important element. Is rental property a good idea? When it comes to stock dividends, it’s your pick; reinvest or take the distribution. Get…

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EP 12: Rabbit Holes and Shiny Objects 23:27

4y ago23:27

23:27

Clark and Alan will discuss the effects of perceived negative news on our investing psyche. The hazards of Shiny Object Syndrome (chasing things that are in-fashion and widely discussed). How having a research process helps our clients and reduces behavioral investing mistakes. A couple tips for calming oneself. A little education on SPACs and how …

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EP 11: Hodges on Hodges 18:33

4y ago18:33

18:33

The Hodges brothers will talk more about the history of the company. Their father, Don Hodges, and his legacy. The power of observation in our research process…..and of course there will be a few quotes from Don’s book, Horse Sense, Street Smarts.By Hodges Private Client

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EP 10: Market Timing: A Tale of Human Emotion 17:09

4y ago17:09

17:09

Alan and Clark will discuss one of the biggest behavioral investing mistakes. Why any short-term prognostication about the market direction is futile. Hazards of extrapolating the current market environment. Your advisor as your financial therapist.By Hodges Private Client

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EP 9: Retirement Income Simplified 16:08

4y ago16:08

16:08

This is a very important episode for those who are retired or retiring in the near future. Everyone will have various levers to pull to get income in retirement and we’ll walk through those that are the most common. Retirement income planning is nothing more than establishing a budget, and this episode will help you out.…

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EP 8: When to Hire a Financial Advisor and Involving Adult Children into Your Finances 15:57

4y ago15:57

15:57

In this two-part episode, Alan and Clark will discuss some of the triggering points in a person’s life where hiring an advisor would make sense. They will then dive into one of the looming problems on the horizon; aging parents and getting adult children involved in your finances. Aging baby boomers are now entering the phase where they need to get…

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EP 7: Questions to Ask When Interviewing Financial Advisors 18:22

4y ago18:22

18:22

Alan Ebright and Clark Hodges will give you the questions to ask and answers you need to know when interviewing an advisor. The financial advice landscape is vast, and there are many ways in which advisors can run their businesses. We’ll will boil it down to its essence and share with you our unique model.…

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EP 6: How to Keep from Worrying in a Correction 19:36

4y ago19:36

19:36

We get more specific in this episode and address the emotions that are typical when markets correct. Topics: How having a research process is key Weighing perception vs. reality in both stock selection and the market environment How a professional portfolio manager can ease investor emotionsBy Hodges Private Client

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EP 5: The Hodges Research Process 18:34

4y ago18:34

18:34

In this episode our senior portfolio managers, Craig Hodges and Eric Marshall, will discuss how we cultivate ideas and the methods we use to choose stocks. We have a repeatable process that we have honed over 30 years and is helpful to our clients in all types of market environments. In the investing world it is always necessary to have a philosoph…

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EP 4: Investing Potpourri Part 2 19:07

4y ago19:07

19:07

We’ll cover multiple topics here for general knowledge. Types of financial advisors Vetting potential advisors What is a Registered Investment Advisor (RIA) Perceptions about risk Hazards of concentrated positions When it could be time to de-risk certain holdingsBy Hodges Private Client

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EP 3: Don’t Let Politics into Your Investment Portfolio 17:19

4y ago17:19

17:19

In this episode we get very specific about the political environment and markets. The last few election cycles have spawned a fair amount of investor apprehension and worry. We’ll discuss how to assess the political landscape as it relates to having better investing behavior.By Hodges Private Client

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EP 2: Investing Potpourri 22:38

4y ago22:38

22:38

In today’s episode we touch on various topics as a continued introduction to what we do. We’ll discuss the following: At what life stage does one hire an advisor Budgeting for investing A primer on mutual funds and Exchange Traded Funds (ETFs) Active management and portfolios of individual stocks Intro to the Hodges Private Client program What a cl…

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EP 1: Getting to Know Us 23:17

4+ y ago23:17

23:17

In our introductory episode, the Hodges brothers will discuss some of the history of Hodges Capital, including the book of quotes entitled “Horse Sense, Street Smarts” (from which the podcast name is derived). We’ll also touch on the benefits of saving early in life, owning stocks for the long-term, avoiding some common pitfalls (using leverage, tr…

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Horse Cents Street Smart Investing Trailer - Season 1 0:38

4+ y ago0:38

0:38

By Hodges Private Client