A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.
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Independent Financial Advisor Podcasts
Insights on the Financial Services industry from former Financial Advisor and CFP Garrett Layell. Learn more about what’s going on in the industry and how to fine tune your practice and maximize the enterprise value and growth potential of your practice.
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A free financial markets podcast hosted weekly by Independent Registered Investment Advisors Mark McEvily & Matt Jessup. Mark & Matt discuss their perspective on stocks, trade-able securities, the economy and financial planning. All commentary on this podcast is objective and independent. Mark & Matt strive to make sense of the challenging world of finance by providing understandable commentary to the general public. Mark and Matt are Managing Partners at Jessup Wealth Management. Address: 3 ...
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Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
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Welcome to "Swift Chats" in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession. Our podcast spotlights independent financial advisory firms, allied financial services institutions, and "fintech" companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at he ...
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The Diamond Podcast for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
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Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
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An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional. Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on t ...
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Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Walkner Condon Financial Advisors
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In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the in ...
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The ERP Advisor presents timely information drawn from real world experience with software selections and implementations across dozens of industries. Topics include: ERP Software, Human Capital Management, Customer Relationship Management, eCommerce, Data Migration, and Blockchain and AI as they relate to ERP. The ERP Advisor is hosted by the independent and objective consultants of ERP Advisors Group. Never accepting commissions or kickbacks from any software vendors or implementation part ...
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"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life. Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a m ...
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The financial impact of divorce can be overwhelming and possibly devastating if you're not prepared. Let us help ensure that the decisions you make during this stressful time will lead to long-term financial success. Welcome to Smart Financial Divorce with Brie Reyes, where each episode Brie will walk you through the important things you need to consider when it comes to protecting yourself and loved ones when going through a divorce. She'll cover topics like mediation support, collaborative ...
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Investing clients want meaningful financial advice. Hear directly from financial professionals on how they deliver quality service with purpose and values to their investing clients. Amy Webber, CEO of Cambridge, hosts Cambridge Stronger – and she invites financial professionals to share their personal stories on how they got their start, what they have learned from clients, and why they believe culture counts and values matter most. Integrity, commitment, kindness, and flexibility are core ...
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Independent investment advisor Bob Landaas makes sense of the latest financial developments and how they matter to individual investors. After nearly 20 years with his own popular radio show and almost a decade on public television across the country, Bob shares his plain-spoken insight via podcasts updated each Friday.
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Schwab Network is brought to you by Charles Schwab Media Productions Company (CSMPC), a subsidiary of The Charles Schwab Corporation and not a financial advisor, registered investment advisor, broker, or futures commission merchant. THE SCHWAB NETWORK SITE, CONTENT, APPS, and RELATED SERVICES, ARE ON AN “AS IS” AND “AS AVAILABLE” BASIS, WITHOUT WARRANTIES. Not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be ...
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Welcome to ThinkAdvisor's Partners podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.
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A podcast designed to help retirees and those nearing retirement navigate finances and life planning with expert insights from financial advisor Trevor Lawson. Tune in for practical strategies and inspiring ideas to ensure your retirement years are purposeful, fulfilling, and truly your best chapter yet. *Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or ser ...
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Fun With Annuities® Podcast is hosted by America's Annuity Agent, Stan The Annuity Man®. Hear brutal annuity facts with no sales pitches from the top independent agent in the country, licensed in all 50 states. Author of 7 books, Stan dives deep on all annuity types and strategies. It's fun, learning the contractual truths on how annuities actually work and if they'll fit your personal retirement lifestyle. Listen in on how you can be livin' the reality, not the dream.
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Tune in every Wednesday for quick and valuable financial tips, insights and strategies for every stage of life and business from WHZ Strategic Wealth Advisors. From strategic financial planning to investments, retirement planning, college planning, estate planning, wealth building, business growth and succession planning, and much more – tune in and turn up your understanding of how to maximize your money and make your financial goals a reality. WHZ Strategic Wealth Advisors is an independen ...
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Welcome to Dollars with Dennis, the podcast that helps you navigate the complex world of financial planning with confidence. Hosted by Dennis Horr, AIF®, PPC™, founder and president of Faith 401K & Money Management, LLC, this show is designed to help individuals, families, and businesses chart their financial futures with clarity. With more than 30 years of experience, Dennis explores important topics like retirement strategies, 401(k) plan consulting, estate planning, investing, and more. E ...
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Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
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This educational podcast, hosted by Wealth Advisor Glory Gray, helps Canadian women make the most of their money and their life.
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Your wealth plan shouldn't sit still. Neither do we. That's why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.
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Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of the alternatives space.
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Ric Edelman is the nation’s most acclaimed financial advisor, the #1 New York Times bestselling author of 11 books on personal finance with more than one million copies in print in seven languages, and founder of the nation’s largest financial planning firm, ranked #1 for quality by Consumer Reports. Every weekday, Ric gives you the information you need about the five personal finance topics that matter most today: longevity, retirement security, exponential technologies, digital assets, and ...
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Advisors Off Script is the podcast where financial advisors step away from the polished talking points and get real about what it takes to build, break away, and boldly grow. Every advisor has a choice: follow the script laid out by the industry—or write your own. Formerly known as Kick It Open, the show is hosted by Shelby Nicholl, founder of Muriel Consulting and known as the “RIA Whisperer.” She brings candid conversations, insider insights, and practical strategies that help advisors mov ...
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Level up your business with technology solutions to increase productivity, improve client service, and uncover opportunities for growth. Osaic's technology podcast offers best practices to help you learn, adapt, and implement technology to thrive as an independent financial professional. Visit http://www.osaic.com for additional information. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbu ...
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As a physician, you are overworked, overwhelmed, and under-supported when it comes to your money. The Physician’s Guide to Wealth Podcast is where you finally unpack the silent burdens of financial stress, burnout, and sacrifice—and take back control. Hosted by James Nutter, Fiduciary Financial Advisor & Partner at IM Wealth, this isn’t your typical conversation about money. It’s a raw, thought-provoking journey at the crossroads of purpose and prosperity—challenging everything you’ve been t ...
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Are you a financial advisor stuck with a firm that no longer serves your needs, fits your ideals, or gives you the flexibility to serve your clients as a true fiduciary? That is a tricky place to be, but rest assured, you’re not alone. RIA Collective Podcast is created with you in mind. We interview leaders at Registered Investment Advisory firms to learn from their wisdom and experience. It is our goal to take the fear and mystery out of going independent.Most of the industry leaders we tal ...
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Get inspired to do the best work of your life with real, unvarnished stories by and for independent financial advisors. Only on The Human Advisor, hosted by Altruist.
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Insanely Smart discusses all aspects of Financial Planning including Portfolio Management and Investing, Retirement, Estate Planning, Taxes, Insurance, and becoming an Independent Financial Advisor.
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Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. Like the blog, the White Coat Investor Podcast, is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor—or, at least know enough to not get ripped off by a financial advisor! We tackle the hard topics like the best ways to pay off stud ...
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Unlock financial clarity, confidence, and peace of mind with Metcalf Money Moment – the Podcast. Whether you’re preparing for retirement, navigating a business exit, or building generational wealth, our expert insights provide the clarity and confidence needed to achieve your financial goals. Hosted by Jeb Graham, Ethan Hutcheson, and Eric Wymore—seasoned financial professionals with a deep passion for empowering clients—this podcast brings decades of combined experience in wealth management ...
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So you've built a business helping others plan their future. But what's the plan for yours? Your future deserves the same attention you give your clients every day. It's time to protect what you've built and prepare for what's next. Welcome to the Total Succession Show, your resource for learning how to exit confidently, be fully compensated, and keep your clients' interests first. Hosted by veteran financial advisor Tyson Ray and co-host Kim Cochenour, each episode will help you navigate th ...
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Money is Personal – Briggs Financial Inc. | Prudent financial advice is our only business
Steven Briggs
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Join Steven Briggs for prudent financial advice on personal finance, investing, 401(k)s, retirement planning, and navigating today's complex economic landscape. Money is Personal helps you build and protect your wealth.
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In this podcast, John & Sam exchange perspectives on current events that are impacting our economy and influencing investment strategies. Trading Perspectives is hosted by Oakworth Capital Bank's Chief Investment Officer, John Norris along with Sam Clement, Associate Managing Director. *Oakworth Asset Management is a registered investment advisor. All advisory services, including investment management and financial planning, are offered through Oakworth Asset Management, LLC, which is owned ...
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Financial Fitness with The Money Doctor is a weekly, hour-long National radio show devoted to helping individuals and small business owners better understand their finances and the psychology involved in why we make the decisions we do, how it affects our relationships, our sense of self-worth, and most importantly what we have the power to DO about it! Even prior to this current, highly timely expansion including with BBS Radio TV, which is syndicated to every major audio portal on the worl ...
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President and Founder Rita Robbins has spent years helping independent financial advisors build thriving businesses that put clients first while creating fulfilling lives for themselves. This inspired a simple yet powerful idea: what if we could capture and share the winning insights from our industry’s brightest minds? In Independence Amplified, she’ll sit down with industry leaders, advisors from our network, and some surprise guests for candid conversations focused on three pillars of suc ...
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Financial Practice Made Perfect examines issues affecting independent financial advisors, and helps advisors gain insight into how to run their businesses efficiently and successfully. Presented by Independent Financial Brokers of Canada.
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Mary Sterk, CFP ®, is the owner of Sterk Financial Services (www.sterkfinancialservices.com), which is headquartered in Dakota Dunes, SD and has a second location in Kansas City. Mary’s inspirational story is one of fighting her way from Welfare to Wealth Management despite a teenage pregnancy, living in low-income housing, and raising two small children while subsisting on food stamps. Mary has received numerous awards including the Forbes Best-In-State Wealth Advisor and Forbes Top Women W ...
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The Senior Matters Podcast with Mark E. Wight, presented by Idaho Estate Planning, is your go-to resource for navigating senior living, retirement planning, and estate management challenges and opportunities. Hosted by Mark E. Wight, an experienced estate planning attorney with over 40 years of experience, this podcast delivers expert insights and practical advice on topics that matter most to seniors, those caring for seniors, and individuals approaching retirement. In each episode, Mark is ...
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Financial advisor technology news and information
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Hosted by Zach Conway, CEO and Founder of Seeds, and Kelsey McKenna, Chief Operating Officer, The Advice Business Podcast invites you into candid conversations about what it really takes to build a thriving, independent advisory firm. This is where personal stories from the start-up world meet practical insights for financial advisors looking to grow with purpose. Each episode shares behind-the-scenes lessons, honest reflections, and powerful moments of clarity that come from building a busi ...
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The Digital Advisor is a marketing podcast where independent insurance agents and financial advisors come for marketing, branding, and SEO strategies that help them build a better business both online, and off. Our parent company, Advisor Evolved provides agents and advisors with insurance agency websites and marketing coaching that helps them build the brand authority they need to maintain a stable, long lasting business in a highly competitive space. For more information, check our website ...
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Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #AskStephenAndKevin. Oechsli (The Oechsli Institute) is a thought leader for financial advisors, financial planners, and financial firm leadership looking to improve their abilities to attract and service affluent clients. Tune in if you want to know things like: - The most effective financial advisor mar ...
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A NEW BRAND: "Go Out And Live! with Michael Policar" explores the fact that Personal Finance and Financial Planning aren't really about money. Being smart with your financial choices is advisable, but your actual GOALS aren't really about money. They're about the things money can buy. So with a new year, and a new business (www.ngpfinancial.com), please enjoy Go Out And Live!
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Key Wealth Matters, a podcast series hosted by the experts of the Key Wealth Institute, explores the biggest news of today to determine how these headlines can impact wealth plans, financial strategies, markets, and investments. Join our team of advisors for unbiased, proactive advice about individual and family finances, estate and legacy planning, family dynamics, investing, as well as trends for business owners, nonprofits, and institutions. To submit potential topics or questions to our ...
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WealthVest presents the WealthVest: The Weekly Bull & Bear. A podcast dedicated to bringing financial professionals the most up to date weekly analysis of the trends and developments occurring in capital markets both here and around the world. Listen in as we analyze these developments and shine a light on the events that matter to us. Disclosures: Securities brokerage services offered through World Equity Group, Inc. Member FINRA/ SIPC and a Registered Investment Advisor. 425 N. Martingale ...
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Economics, Finance, Crypto and Retirement podcast interested in exposing: the false left-right paradigm, central bank manipulation, media double standards, lying politicians and Fake News.
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Blueprint is a podcast for financial professionals, by financial professionals. Blueprint is a guide for those on the path to independence. Whether you’re beginning to kick the tires, or you’ve been an independent professional for years and you’re simply looking to hone your skills, modernize your practice, and fortify your client relationships, this show is for you. We cover topics that dig deeper into helping financial professionals become better entrepreneurs, grow their practices, and th ...
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For Advisors by Advisors looks to better financial advisors while educating and entertaining them on current events, new ideas, and concepts. This will be a weekly show covering many topics that can be used to maximize your practice and make you shine with your clients. We will also be interviewing leaders in the industry including many financial advisors, recruiters, money managers, and insurance professionals. Come Join and grow with us!
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Cetera CEO Mike Durbin on the Future of Independent Financial Advisors
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From there, the conversation turns to what advisors actually experience on the ground: Cetera’s unique ownership with Genstar and the benefits of a “fresh clock” • The breadth of affiliation models and why Cetera calls itself a “forever home”. • How multi-custody (Pershing, Fidelity/NFS, Schwab, self-clearing) helps recruiting and M&A. • Insights o…
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The Team Based Approach for Independent Financial Advisors
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Managing Partner James Costabile & Ira Krulik discuss the collaborative approach taken by ICG Next to create a more efficient workflow for Independent Financial Advisors. Learn More Talk to Garrett: Call: 919-561-2436 Email: [email protected] Schedule Meeting: Meeting Link: Firms Meeting Link: Advisors…
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Ca$htag$: Amazon (AMZN) Has 'Every Advantage'
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Likefolio’s Andy Swan shares sentiment data for Amazon (AMZN) on this Black Friday. “The consumer is absolutely on fire” despite worries to the contrary, he says. “Pretty much every retailer is up.” He compares the change in visits on big shopping sites, noting that 6% growth for Amazon is massive due to the law of large numbers. Andy argues that c…
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How the Government Shutdown Impacted Holiday Plane Travel
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Meghna Maharishi and David Nelson round-table holiday travel. David Nelson describes the “havoc” for airlines with “the FAA breathing down your neck” and strained air traffic controllers limiting their capacity. Meghna definitely expects a hit from flight cuts during the government shutdown but thinks big airlines will be relatively insulated. “The…
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Owen Carr expects “over a trillion dollars in sales” over the Black Friday period, a record high. He thinks retailers have “done a good job” of stretching out promotions and sales opportunities. “Customers are trading down,” though, across all categories. “We’re seeing a lot of self-improvement-type items,” he adds, while travel is underperforming.…
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StocksToTrade's Tim Bohen says his fundamental market view hasn't changed: tech is here to stay and the underlying support for fundamentals are intact. As for today's Big 3, he points to a growing quantum opportunity in GigaCloud Technology (GCT), Broadcom (AVGO) recapturing bullish momentum amid a shaky A.I. trade, and Kohl's (KSS) rebound in a mi…
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Valuation Hits Costco's Multi-Year Rally & COST Options Trade
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George Tsilis notes Costco's (COST) impressive run over the last few years now faces questions when it comes to valuation. He goes over the retail giant's financial fundamentals to explain how its balance sheet stacks up to the current stock price. George later offers an example options trade for Costco. ======== Schwab Network ======== Empowering …
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Sam Miller on How to Determine AI Winners vs Losers
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Sam Miller thinks the AI trade will begin to specify instead of staying as a “tide that lifts all boats.” He’s looking at company ROI, capital spending, and revenue growth to determine winners vs losers. Sam also digs into healthcare, which “has room to run” in 2026; he likes Eli Lilly (LLY) and Thermo-Fisher (TMO) among others. ======== Schwab Net…
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Wells: Credit Application Rejections Rising to 25%
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“Let’s see if we can finish strong” at the end of the year, says Andrew Wells. He looks at the overall picture and focuses on consumer credit and spending ability. He notes that credit rejections have gone up to 25%, arguing that while people want to spend, the banking sector is becoming more cautious. He thinks this is part of why the Fed feels pr…
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ORCL Debt Mounts in OpenAI Data Center Buildout, Volatility Ramps with Risk
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Oracle (ORCL) will take on $38 billion more in debt if its latest financial offering comes to fruition. As Marley Kayden explains, the company is taking on several loans worth stunning amounts of cash to finance OpenAI data centers. As Oracle continues to increase A.I. spending, so will volatility around the stock. Dan Deming offers an example opti…
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FOMC Rate Expectations & Earnings Strength Highlight Cautious Bull Run
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To round out the holiday week, Charles Schwab's Joe Mazzola considers the broadening activity in markets heathy for the long-term but remains cautious. Expectations of a FOMC interest rate cut in December is something he sees setting up a volatile scenario as market dynamics shift. Joe says fundamentals will be the ultimate driver for markets, citi…
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K-Shaped Economy & Jobs Picture Role in Retail Deal Boost
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Growing cost consciousness is a key reason why retailers are offering more deals more frequently, says Shelly Antoniewicz. She explains how a "K-shaped economy" and the record government shutdown factor into consumer consideration for prices. Don't discount the jobs picture either, says Shelly, as she makes the case that a softening labor front pla…
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"Impressive" 2025: Seasonal Trends & FOMC Outlook Keep Bulls Running
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Alex Coffey analyzes the recent market volatility and recent cooldown seen in this week's trading sessions. He compares the price action with seasonal measures to highlight why this year is "impressive" compared to the past. As Alex explains, boosted expectations for an interest rate cut in December only adds momentum. A rotation from A.I. and high…
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ORCL Slides on $38B OpenAI Loan, ANF's Rally & FIVE Price Target Hike
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Oracle (ORCL) saw a stunning run following September's earnings report but fell more than 40% since hitting all-time highs. George Tsilis explains how a $38 billion loan to build OpenAI data centers added to losses on Friday and why it creates more concerns around A.I. spending. Retail stocks gained attention too, seen in Abercrombie & Fitch's (ANF…
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Sarah Henry: Agentic AI Will Expose Retail ‘Haves and Have Nots’
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Sarah Henry calls it “a very exciting time in retail,” highlighting frictionless AI shopping. “Agentic AI is going to predict what you’re going to buy, and what you want to buy,” she says, arguing that it will really expose the “haves and have nots” in the sector. She likes Walmart (WMT), highlighting its “incredible quarter” and how it continues t…
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Bohen: 2026 A.I. Trade to "Make 2025 Look Like a Joke," GOOGL Favorite
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StocksToTrade's Tim Bohen joins Schwab Network ahead of Black Friday's opening bell to explain how traders can take advantage of volatility. He sees all of the pullbacks in A.I. stocks as strong buying opportunities, believing 2026's A.I. trade will "make 2025 look like a joke." Tim's favorite stock moving forward is Alphabet (GOOGL) and makes the …
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Case for GOOGL & NVDA Rallies Ahead, Bracing for More Dovish FOMC
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Phil Rosen believes the recent tech sell-off has been overblown and creates new buying opportunities for investors. As for the TPU and GPU discussions surrounding Alphabet (GOOGL) and Nvidia (NVDA), he sees both companies continuing to prosper for the foreseeable future. Phil tells investors to brace for a Santa Claus rally as he sees many headwind…
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2025 is a year many Salesforce (CRM) investors wish to forget, as Rick Ducat highlights the stock's stark downslide through technical analysis. He shows how bearish trends overtook the software giant and highlights what needs to happen for shares to set up a rebound. Rick also analyzes the options front and offers an example options trade for Sales…
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GOOGL Rally "Long Overdue," Gemini 3.0 & Cloud's Long-Term Prospects
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CFRA's Angelo Zino believes Alphabet's (GOOGL) recent rally has been "long overdue." He credits the company's tech execution for the huge upside surge it saw in recent weeks, noting the potential Gemini 3.0 and Google Cloud has to the A.I. trade. Angelo considers Berkshire Hathaway's (BRK/B) investment into Alphabet validation for the Mag 7 giant's…
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Consumer Bifurcation Forming, Volatility Curb Set-Up for Santa Calus Rally?
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Futures experienced a halt in trading for Friday, though Tom White notes a curb in volatility as the bigger story investors should keep in mind. He adds that investors appear to be rotating into "beaten down" sectors like healthcare, showing the market pulse has stayed strong. What has raised yellow flags for Tom: a bifurcation between consumer sen…
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Chart of the Day: DDS Price Target Hike on Black Friday
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Charles Schwab's Kevin Horner turns to the technical front for Dillard's (DDS) stock chart as Black Friday kicks off in the U.S. The retail company also got a boost from JPMorgan with a price target hike. Kevin takes traders through his key levels to watch as Dillard's stock experiences consolidation following a strong uptrend. ======== Schwab Netw…
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Michael Green's CPI Criticism, FOMC December Views & "Valley of Death"
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Beyond moves happening on the stock front, Michael Green offers his perspective on the FOMC and potential rate cuts in December and beyond. When it comes to measuring inflation, he says the CPI has problems that don't paint the whole story for investors. Michael later explains the "valley of death" he sees plaguing consumers. ======== Schwab Networ…
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Exchange-traded funds can help you cut your tax bill. All funds must distribute capital gains from the stocks and bonds that they sell throughout the year. The gains can leave you stuck with unwanted taxes. ETFs and mutual funds differ when it comes to tax efficiency. It starts with how the investments are traded and how the transactions are treate…
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Thanksgiving Day Special - Best of Caller Questions
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In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World. Today's Stocks & Topics: I-R-As, 401k Plan, Compound Frequency, Is It Good Time to Buy Stocks, Fidelity 401k Plan, Small Cap Stocks, Fed Rate Cuts, Relative Strength, Young Inves…
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Philanthropy Beyond Charity: Leveraging Talent for the Common Good
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John Studzinski discusses his book "A Talent for Giving," which aims to inspire individuals to engage in everyday philanthropy. He distinguishes between charity and philanthropy, advocating for a more active role in addressing societal issues. Studzinski highlights the importance of leveraging personal talents, not just financial resources, and the…
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Looking for an extra serving of A.I. insights this Thanksgiving holiday? George Tsilis dives deep into Nvidia (NVDA) and the A.I. chipmaker's stronghold position in that domain. From its Blackwell chip to its expansive distribution across multiple industries, George checks out the fundamental catalysts driving Nvidia up more than 100% from its 52-w…
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"Happy Thanksgiving (Yes, Even the Jerks)": Wisdom from Warren Buffett
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The Oracle of Omaha is officially "going quiet." In a rare and deeply personal announcement, Warren Buffett published what appears to be his final press release to shareholders. This episode isn't about taxes, investing, or the latest market headlines. It's about how one of the most successful investors of all time is thinking about money, family, …
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In today's episode, Dr. Dahle takes listeners on a journey through the past and future of the White Coat Investor, sharing how it all began and how it has grown into what it is today. He gives an inside look at the brand-new WCI website, which is more beautiful, modern, and easier to navigate than ever. Jim also opens up about new business ventures…
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We will talk about Warren Buffett's pile of cash and the concept of "controlled greed" in today's market. Today's Stocks & Topics: Prologis, Inc. (PLD), Market Wrap, Bright Minds Biosciences Inc. (DRUG), “Buffett's $382 Billion Cash Pile”, Heritage Global Inc. (HGBL), Tokio Marine Holdings, Inc. (TKOMY), Markel Group Inc. (MKL), Bristol-Myers Squib…
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1
Wednesday's Final Takeaways: Shopping, Turkey, Thanksgiving Holiday
4:49
4:49
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4:49
It's a Thanksgiving-themed edition of Final Takeaways with Sam and Marley. Investors and traders will get the opportunity to reflect on the trading year to date, including this week's surge in retailer stocks ahead of Black Friday and Cyber Monday. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options invo…
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Industrial Sector Investing Outlook: DE, LMT, SIEGY, HTHIY
6:46
6:46
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6:46
James Demmert joins Market on Close to discuss John Deere's parent company and the state of industrial companies with exposure to the agriculture business. Deere (DE) reported a top-and-bottom line earnings beat, but shares slid on lackluster guidance and potential tariff-induced cost pressures impacting its international business. James is looking…
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1
Redfin’s Fairweather on Why Unsold Properties are Leaving the Housing Market
6:34
6:34
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6:34
Daryl Fairweather of Redfin is seeing more properties coming off the market because homeowners are asking for more than buyers are willing to pay. Low mortgage rates also make sale alternatives like renting to others appealing. However, it does heavily depend on location, with more homeowners giving up in Florida and Texas. Daryl also compares rent…
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In ‘Third or Fourth’ Inning of AI Capex Spend
8:52
8:52
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8:52
Dustin Reid digs into today’s flurry of economic data, highlighting strength in Durable Goods and GDP and weakness in the labor market. He thinks the market is waiting “for a shoe to drop” either way. He thinks the Fed will be “on hold” after one more cut, whether it comes in December or not. Dustin shares his view of the bond market and potential …
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Zscaler (ZS) Drops After Earnings, But Mitch Ashley Sees Upside
7:54
7:54
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7:54
Mitch Ashley believes Zscaler (ZS) is aligned with five key cybersecurity trends. The stock dropped over 10% after earnings, but he argues that it is positioning well for the world of AI. “It wasn’t a bad announcement,” he says of the earnings, but notes disappointing EPS and profits. Mitch also dips into “platform telemetry” and AI defense, explai…
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AI Bubble Indicators and Opportunities in the ‘Picks & Shovels’
8:15
8:15
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8:15
Noah Hamman explains why he likes some AI “picks and shovels” stocks, highlighting the HVAC ETF among others. On crypto, he thinks that Bitcoin believers should buy in at these lower prices if they are sure of the fundamentals and its importance to the future. One of his top holdings is Amphenol (APH), also part of the “picks and shovels.” ========…
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Using Futures Products to Diversify Portfolios: Crude, Cocoa, Coffee
6:32
6:32
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6:32
Ted Parkhill is not worried about market volatility, and in fact thinks investors should be worried about a lack of volatility. “We have great exposure to global equities right now,” he says, highlighting several international markets. Ted is also short crude oil, not seeing a lot of strength and potentially further downside. He’s also long coffee,…
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Dan Ives: "Nvidia's World, Everyone Else is Paying Rent"
10:22
10:22
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10:22
Dan Ives is back on The Watch List with Nicole Petallides to settle the Alphabet/Google (GOOGL) vs Nvidia (NVDA) debate. His team estimates that for every $1 spent on Nvidia, there is an $8-$10 multiplier across the rest of the tech ecosystem. Dan adds that it's "Nvidia's world, but everyone else is paying rent in the A.I. revolution." He adds this…
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Under30: CleanSpark Pivot to Data Center Business Model
5:01
5:01
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George Tsilis examines CleanSpark (CLSK) after earnings as the company begins to transition from a primarily bitcoin-mining operations outfit to become a data center compute power provider. He names IREN (IREN), Applied Digital (APLD) and others as representative of a broader trend in the crypto-mining space. George later compares bitcoin performan…
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Holiday Travel Season Expectations: 22 Million Expected to Fly This Weekend
4:48
4:48
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Lindsay Schwimer previews a busy holiday travel season, with 22 million airline seats expected to fly this weekend, including over 3 million just on Wednesday. “We’re seeing high demand,” she says, slightly higher than last year. She notes that there should be deals on trips on December 2 for travelers who haven’t bought tickets yet. Lindsay also g…
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Ca$htag$: ‘Everything Looks Rosy’ for Apple (AAPL)
11:07
11:07
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11:07
Likefolio’s Landon Swan calls this a “key time of the year” for Apple (AAPL). The iPhone is doing “really well,” he says, projecting 10%-12% growth vs around 3% for other smartphones. He also looks at the performance of its other products, including Macs (tough comps), iPads & AirPods (doing fine), and the Apple Watch (showing negative growth). “Ev…
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The ERP Minute Episode 214 - November 25, 2025
3:33
3:33
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3:33
Workday launched the Workday EU Sovereign Cloud, a new offering that gives organizations across the European Union (EU) the ability to use Workday’s AI-powered HR and finance solutions while keeping their data secure, local, and under their control. Sage announced its full year financial results for the period ended September 30th, 2025. At Microso…
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Heading into the Thanksgiving holiday, Don Kaufman has filled his plate with 2 bearish trades with a side of a bullish consumer play. Don shares his downside example trade for Ebay (EBAY), before mapping out an upside Walmart (WMT) strategy. Don later demonstrates a bearish put vertical for Mag 7 name Meta Platforms (META). Rick Ducat examines the …
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A.I. Bubble Concerns Underneath GOOGL vs NVDA Battle
7:13
7:13
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Samuel Kerr joins Marley Kayden to provide context to the public debate about a bubble in A.I. stocks. He addresses the underlying concerns expressed by investors using recent weeks to take profits, pointing to the steep selling action in Nvidia (NVDA) as an example. Samuel looks at the perceived battle lines drawn between Alphabet's Google (GOOGL)…
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DELL Earnings Breakdown: Transforming into a Key AI Player
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7:02
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Ron Westfall and Dan O’Brien break down Dell (DELL) earnings. Dan thinks “the story here is in the raised guidance,” and stresses the “insatiable” demand for AI infrastructure. “Really solid print, really solid guidance,” he adds. However, he notes some weakness on consumer PC demand. Ron says Dell is “really executing” and says the spotlight is on…
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Hill: Last Few Trading Weeks Technical-Driven, not Fundamental
6:37
6:37
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Zachary Hill thinks the last few weeks of trading have been very technical-driven. “We’ve had a lot of positioning…in an illiquid time of the year,” as traders try to lock in gains, he says, arguing that the underlying fundamentals are still strong. He plans to broaden tech exposure in 2026 and covers the latest tech headlines. Zachary also is look…
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NextNRG (NXXT) CEO on Investing in Energy Generation and Energy Independence
5:51
5:51
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Michael Farkas, CEO and founder of NextNRG (NXXT), explains how his company looks to provide energy independence to other companies and walks through their latest financials. He argues that “we need a lot more power produced” as the world continues to electrify: “if there are not massive investments made…the cost of electricity is going to go throu…
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Sakraida: Deere Quarter "Wasn't Terrible"; Investors Focused on 2026 Outlook
7:36
7:36
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7:36
Following the latest earnings report from Deere (DE), Jonathan Sakraida says it "wasn't terrible" but notes Wednesday's culprit behind its downside move is likely the company's outlook and tariff exposure. His firm has a Sell rating and a $400 price target for the agriculture machinery giant. Jonathan's tying in lower-commodity prices in grains tha…
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Marley Kayden gauges analyst reaction to the latest quarterly figures from Dell Technologies (DELL). Shares jumped after the company shared stronger than expected guidance, particularly for its A.I. server segment. Marley notes bullish commentary from the company's CEO on its A.I. growth as a potential catalyst for analyst price target changes. Cha…
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The Independent Advisors Podcast Episode 328: Don't come crying to us if you're underallocated to equities...
26:05
26:05
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26:05
If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good f…
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Jobless Claims Drop, A.I. Giants Battle for Leadership
8:31
8:31
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Jobless claims hit a 7-month low, painting a less gloomy picture than recent data. Alex Coffey and Sam Vadas discuss the economic data and earnings picture facing investors headed into the end of November. Later, the duo highlight the ongoing battle for A.I. leadership surrounding Alphabet (GOOGL), Nvidia (NVDA), and Oracle (ORCL). The possibility …
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