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News, planning insight, and forward thought on the economy, markets, and wealth management.
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Wealthyist, the podcast that discusses the lifestyles, choices, and strategies of the wealthy. Each week, the Annex Private Client team talks to experts in a variety of areas to discuss trends and paths visited by people who have built or are in the process of building significant wealth.
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Pull back the curtain on financial trends. Wealth Management Chief Investment Officer Katie Nixon tackles big market questions to help you distinguish between fact, fiction and theory.
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Radio and TV Personality Dan O'Donnell and Annex Wealth Management CEO Dave Spano discuss current events at the intersection of wealth and policy.
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Welcome to the Wealth Management Invest Podcast. David Bodamer delves into the strategic insights of financial advisors and Chief Investment Officers (CIOs) from leading RIAs, including the increasing adoption of alternative investments to enhance the conventional 60/40 portfolio. Episodes showcase engaging discussions with top asset managers, shedding light on the ever-evolving landscape of private investment offerings, cutting-edge technology, and the latest developments in traditional ETF ...
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Matt and Garrett, with Momentum Wealth, here. Join us every Monday as we dive into the stock market and take a look at the week that was, as well as give some commentary on the week to come.
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Join County National Bank's Senior Wealth Management Officers Christopher Phillips and Holleigh Baker as they explore the true meaning behind the question "What is Wealth?" From discussions with various guests, they delve into how wealth is not just about financial abundance but also about security, flexibility, and values discovered through personal stories and insights. Join them as they uncover the diverse perspectives on what wealth truly means in today's world and how these insights sha ...
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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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Join the members of the Annex Wealth Management Investment Team as they discuss the Strengths, Weaknesses, Opportunities, and Threats in the markets and economy.
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The Annex Wealth Management Show in SWFL airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.
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Would you like to be completely financially independent? Tune in each week to the WealthBuilders podcast hosted by Kevin Whelan & Christian Rodwell. WealthBuilders provides a proven step by step process to help our members create, build and protect their wealth by focusing on growing their assets through education, support and connections. Join our community for free at www.wealthbuilders.co.uk/membership
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Is your wealth strategy supporting your long-term goals? Welcome to Your Active Wealth with BNY Wealth: A podcast with the experts who lead our firm – and our industry – bringing you thematic and timely conversations on how to grow, manage and protect your wealth, and insights on how to confidently navigate the unpredictable and unexpected.
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This is Moneywise, a podcast where host Sam Parr is joined by high-net-worth guests to explore exclusive insights into personal finance and lifestyle tailored for other high-net-worth people, or those on their way. They'll get radically transparent about the numbers, revealing things like their burn rates, portfolios, and spending habits. Who is Sam Parr? Sam is a serial entrepreneur and the co-founder of The Hustle, which he sold to HubSpot in 2021. He's also the co-host of one of the world ...
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Web Wealth Builder is your go-to podcast for making money online. Hosted by Andrew and Lara, we dive deep into the latest trends, strategies, and opportunities in the online money-making world. From breaking news to step-by-step guides, we cover everything you need to build and grow your digital income. New episodes every week! Subscribe and stay ahead of the game.
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In each episode of "Perspectives from Rothschild & Co Wealth Management Switzerland" we share our perspectives on developments impacting markets and the global economy as well as explore the different approaches to allocating capital and making investment decisions through insightful interviews.
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Personal finance is complicated — we make it make sense. Join Concenture Wealth Management as we unpack the markets, explore wealth-building strategies, and give you the tools to take control of your financial future. The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, hi ...
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From retirement strategies to investing tips and financial planning guidance, our goal is to empower you with the knowledge you need to make smart financial decisions. Join us every week as we simplify complex financial topics, share real-life success stories, and guide you on your journey to financial freedom! A Wiser Retirement® Podcast is produced by Wiser Wealth Management, based in Marietta, Georgia. We specialize in Wealth Management and Flat Fee Financial Planning. To learn more about ...
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The Wealth Horizon podcast explores the latest trends, innovative marketing strategies and business development practices that are shaping the future of the financial sector. The show provides actionable insights, expert interviews and real-world examples to help wealth industry professionals deepen relationships and effectively engage their target audiences. The wealth management landscape is changing rapidly, and The Wealth Horizon will help listeners navigate the evolving market, explore ...
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A look at issues affecting the bank and insurance securities community
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The Local brings you conversations with residents and business owners of Wheaton, Illinois, uncovering amazing stories happening every day. Brought to you by Fairhaven Wealth Management and Flint Rock LLC.
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Think of the people you interact with every day, would you want to spend a day in a canoe with them? This show is all about creating the life that you want, one filled with wealth, wisdom, meaning and purpose. And that starts with surrounding yourself with the right people – people you’d want to spend a day with, in a canoe.
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Welcome to The Agent of Wealth Podcast with Marc Bautis from Bautis Financial. In this podcast, Marc helps small business owners and retirees overcome the multiple wealth planning challenges involved in your financial life. We do this by creating comprehensive wealth management plans to guide you towards financial freedom, ensure you never run out of money and help create a balance in life that prioritizes what is most important to you. Join us for this journey as Marc draws from years of ex ...
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The Dividend Cafe is your portal for market perspective that is virtually conflict-free, rooted in deep philosophical commitments about how capital should be managed, and understandable for all sorts of investors. Host David L. Bahnsen is a frequent guest on CNBC, Bloomberg, and Fox Business. He is the author of the books, Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It (Post Hill Press), The Case for Dividend Growth: Investing in a Post-Crisis World (Post H ...
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Educating and empowering individuals that want to have more effective engagements with professionals around their financial lives. DISCLAIMER: Information presented is for your educational purposes only and should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before impl ...
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The Dentist Money Show | Financial Planning & Wealth Management
Dentist Advisors - Financial Planning and Investment Management
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Join thousands of dentists who are learning how to make smart financial decisions. You’ll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.
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When it comes to financial planning and investing, many of us have more questions than answers. The “What the Wealth?!” Retirement Podcast offers sound financial information and guidance on numerous concerns to help Gen X and Y families and professionals as well as 50-Forward individuals create the lives they love. Jonathan P. Bednar, II, CFP, joined Paradigm Wealth Partners in January 2010, where he is in partnership with his father, Jon P. Bednar. As a Wealth Advisor, Jonathan enjoys guidi ...
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'This Week in Wealth' is Citywire's weekly podcast that breaks down the biggest stories in the US wealth management industry and what they mean for advisors. Citywire USA editor-in-chief Alex Steger and Citywire RIA editor Ian Wenik are joined by a rotating cast of Citywire journalists and notable industry names.
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A bite sized discussion on timely financial news and investment topics, to help you maximize your net worth and wealth for the next generation with Justin Dyer and Mena Hanna of AWM Capital.
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Providing first-hand emerging and developed market insights with a global context of how the world views these markets.
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Don’t wait until you retire to begin to live out the life of your dreams. Make choices today that allow you to live in an uncommon way. Let the Uncommon Wealth podcast and its host Phillip Ramsey guide you to asking different questions, considering different paths and building a life that fits your unique definition of what your uncommon life might be.
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How can Fintech contribute to building a better world? In Season 4 of Fintech Files, we’re turning our focus to where financial technology meets social impact. This season, we explore financial inclusion, sustainable investing, and decarbonization with some of the brightest minds in the industry. As financial services touch every aspect of our lives, the opportunity to drive positive change is enormous. About Fintech Files: Join us on Fintech Files from BCG Platinion as we explore the cuttin ...
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Listen as Randy and Jake Floyd share their thoughts on the economy and overall financial landscape and how it relates to planning for your secure and enjoyable life in retirement. Just click on any of the shows to listen on-demand,
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Charles Stanley Radio seeks to bring you the latest news from Charles Stanley, including expert market commentary from our research team and analysts, informal Q&As with our colleagues to hear about their experiences adapting to this new way of working and specialist content from our partners. The value of investments can fall as well as rise. Investors may get back less than invested. Charles Stanley & Co. Limited is authorised and regulated by the Financial Conduct Authority.
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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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Mastering Money is hosted by Certified Income Specialist Steve Jurich. Steve's comments have been seen on MarketWatch, CNBC.com, Bloomberg, and TheStreet.com. Steve is joined on most days by Money Radio favorite Sinclair Noe as well as experts and authors from the world of Wall Street and real estate. New episodes published every weekday at 9am PST. Listen every weekday to get a handle on emerging market trends, asset allocation strategies, social security, medicare, RMD planning, tax strate ...
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Welcome to Financially Fluent with Ray Godleski from Southeast Wealth Partners, LLC. Whether you're already retired or planning for the future, navigating financial advice can be overwhelming. This podcast cuts through the noise, bringing real insights from experts who specialize in every aspect of a successful financial plan—including how to adapt when things don’t go as expected. Join us as Ray Godleski answers audience questions and shares actionable strategies—not just empty clichés.
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Join hosts Andrew Auerbach and Jean Blacklock as they explore the future of Canadian wealth management.
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“Slices” on the people and organizations in finance via news, thoughts, podcasts, spotlights and more!
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Rosemont Roundtable: Exploring the Business of Investment Management features interesting conversations with thought leaders in the investment industry covering topics such as business strategy, M&A, succession planning, asset allocation and more.
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Down the Middle is a monthly podcast series where Creative Planning President, Peter Mallouk, and Director of Financial Education, Jonathan Clements, discuss recent market events, Creative Planning's investment philosophy, give monthly tips and more.
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Henssler Money Talks is your trusted resource for your money, your future, your life. We discuss current market conditions and financial planning encompassing spending, saving, taxes, investments, insurance, retirement, estate plans, and more. We are here to answer your financial questions—email [email protected] or call 1-855-429-9166. Money Talks: Your trusted resource for your money, your future, your life.
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Welcome to Ultra Money Mindset, the podcast dedicated to helping you secure a thriving future and build a lasting legacy. Hosted by Mike Smith—financial planner and experienced estate planning attorney—this show offers tailored insights to help you grow your wealth, plan for retirement, and ensure your financial vision bridges generations. With expertise in financial planning, estate law, and legacy building, Mike provides practical advice on wealth accumulation, tax optimization, estate pla ...
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Welcome to the Sassy Successionist! I’m Uyai, your very sassy host. In this podcast, I talk about building family legacies over time. Some of that will include preserving and transferring family wealth across generations. However, legacy is much more than wealth. I find stories about succession and legacy in every day life, and using those - I bring bold perspectives and actionable strategies to the often-traditional world of family offices and wealth management. Each episode delivers powerf ...
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Every week Gary discusses retirement planning, wealth management, and how to pay for long term care without going broke. Gary uses his 40 + years of experience to design plans for his clients that will ensure they never run out of money in retirement and have the long-term nursing care they need using insurance strategies. Gary uses the top coaches in the country to design his plans to be the best available. Find out more at: www.masterswealth.com
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Ever wondered what its like to build a business from the ground up? How about conquering insurmountable challenges with only passion and business savvy? “Business Tales” seeks to provide a platform for business owners to share their stories of building a successful business from the ground up! Through real world lessons in entrepreneurship and value creation across various industries, we hope all our listeners can learn and be entertained by the stories told on the podcast. Join Scott Bishop ...
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Grant Dorhout, Founder and Wealth Advisor of Dorhout Retirement Services shares his thoughts on investing and helping secure your retirement in his weekly radio broadcast, The Retirement Blueprint. Grant is a full service advisor and has been helping families live out the retirements they deserve by giving them experienced, common-sense advice. Dorhout Retirement Services 4611 S 96th St, Omaha, NE 68127. (402) 281-0750. Investment advisory services offered through CWM, LLC, an SEC Registered ...
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The Center for Investment Excellence features educational insights across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios.
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The Boosting Your Financial IQ podcast deconstructs accounting and financial concepts to provide listeners with a holistic understanding of how money works and how to create more value. The host, Steve Coughran, brings his wealth of experience working as a business owner, management consultant, and CFO to share examples, stories, and analogies that deepen business acumen and build skills related to financial literacy. Boosting Your Financial IQ centers in on financial and accounting topics t ...
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Multiple Perspectives helps you unlock the potential of fractional real estate investing and alternative assets to enhance your financial strategy. With expert guests from the worlds of commercial real estate (CRE), self-directed investing, and personal finance, this podcast dives into how private-market assets can diversify your portfolio, generate passive income, and provide stability beyond traditional investments—empowering you to take control of your financial future.
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Saturday, April 26th. Survival of the fittest.
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Trump has stepped back from threats to remove Powell, with tariff discussions labeled “constructive” but lacking specifics. US-China relations remain uncertain, with unclear communication and next steps. Major macro data releases provide fresh insights into the economic outlook. Brian Jacobsen has our Week-in-Review. Hear how Annex Private Client m…
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#638: Two Cents 4/26 - Cutting Interest Rates?; End Of Student Loan Grace Period; How Much Should You Spend On Vacation?
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt and Rabih discuss reasons to cut interest rates, stock market volatility, and the end of the student loan grace period. They analyze the Federal Reserve's policy stance and the impact of student debt on consumer behavior. A…
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Who Gets Your Stuff? The Documents That Speak When You No Longer Can
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Your estate plan isn't complete when you sign those documents – it's just beginning. After working intensively with clients on estate planning this quarter, we've uncovered the critical gaps between having legal documents and having an effective estate plan that actually works when needed. Most people believe estate planning begins and ends with an…
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CAIS’s Brad Walker on Making Alternative Investments Accessible
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Join David Bodamer, Editorial Director at WealthManagement.com, and his guest, Brad Walker, Co-President at CAIS, as they delve into the transformative landscape of alternative investments. Discover why independent wealth managers and RIAs are increasingly incorporating alts into client portfolios and the innovative trends making this possible. Hig…
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Hosted by Ken Bellinger, Research Analyst.By Annex Wealth Management
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Sunday, April 20th. Retail sales pop. For now.
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U.S. retail sales soared 1.4% in March, driven by a 5.3% spike in motor-vehicle purchases as consumers rushed to beat looming 25% auto tariffs and rising costs on other goods. But is this boom a fleeting high? Join Dave Spano and Brian Jacobsen for our Week-in-Review as they unpack what’s next for the economy. Plus, we’re diving into retirement pla…
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Teach Your Child to be Financially Independent
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Most parents’ goal for their children is to be financially independent once they leave the nest. So, how do they get there? Whitney Reagan, senior wealth advisor, and Christina Lynn, Ph.D., director, wealth strategist, share strategies and tips for helping your child learn how to be financially savvy and independent as they approach adulthood.…
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Letting Go of the Spotlight To Embrace Mentorship with Chris Stakich of CEO Coaching International
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We’re joined by Chris Stakich, Chief Community Officer at CEO Coaching International. Chris shares how his global career and deep-rooted family values shape his outlook on leadership, contribution, and fulfillment. He explores the shift from individual achievement to mentorship, the lessons learned from parenting and coaching, and the moments that …
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Growing a Wealth Management Firm: Strategies for Success with Brian Hughes
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In this episode of The Wealth Horizon Podcast, host Rosemary Denney, CEO at Wealth Matters Consulting, sits down with Brian Hughes, president of Eton Advisors, for a conversation about what it takes to grow a modern advisory firm with clarity and discipline. With a long track record of guiding some of the industry's top wealth management teams, Bri…
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Essentials In A Successful Retirement Plan
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In this episode Jake and Jeff discuss current events, retirement mistakes to avoid, essentials in a successful retirement plan, and how Floyd Financial Group, and independent advisor compares to the national chains.By Floyd Financial Group
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April 26, 2025: Cash-Flow Crunch: When Parents Pay and Wallets Still Feel Empty
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Nearly half of U.S. parents are still footing the bill for Gen Z and Millennials—shelling out an average of $1,500 a month. We’ll unpack the latest data, explore why working-age Gen Z are getting the most help, and ask: How is it affecting annual spending and their financial plan? Piggybacking off of supporting your adult children, we’re also divin…
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In this episode Gary discusses how he can add some certainty to your retirement plan in an uncertain economy.By Gary Mastrodonato
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Today's Post - https://bahnsen.co/4jTpxYb Understanding the Trump Market Put, Key Market Focus Areas, and End-of-the-World Fears In this week's episode of Dividend Cafe, recorded from Tucson, Arizona, David reflects on a busy week of travel and meetings across various cities. The episode dives into three major sections: 1) The 'psychology of the pr…
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Daily IQ Retirement Brief 4/25/25
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Tariffs in Focus: Trading on Uncertainty with BCA Research Chief Strategist Peter Berezin
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Should the U.S. seek balanced trade? What would a potential “decoupling” with China look like? And what’s driving the current divergence between the “soft” and “hard” economic data? In this episode of Market Currents, Northern Trust Wealth Management CIO Katie Nixon sits down with BCA Research Chief Strategist Peter Berezin for a deep dive on the s…
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Wealthyist E18 | Estate Jewelry: An Interview With Charlie Dixon, President Schwanke-Kasten Jewelers (PT 1)
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In this episode of Wealthyist podcast, host Brandon Lehman, director of Annex Private Client, discusses estate planning with a focus on inherited gold and jewelry. He is joined by Charlie Dixon, president of Schwanke Cash and Jewelers. Key points include: Rising Gold Prices: With gold at $3,400 per ounce (up over $1,000 from last year), estates wit…
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The Summit Method: How to Build a Life Plan for Wealth and Success With Aliki Samone
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Most people plan for their finances — but what about their relationships, community, and passions? It’s time to take a more holistic approach to your future. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Aliki Samone, author of Conquer Your Summit: How to Build a Five-Year Plan & Live Your Best Life and The Summit Me…
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Alex Steger, Ian Wenik and Citywire RIA deputy editor Andrew Foerch discuss Commonwealth Financial Network's push to get as many of its advisors to stay on board through its sale to LPL as possible as rivals circle, highlight one multi-billion dollar team which has already left, and provide an update on the legal battle between LPL and Ameriprise.…
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In this episode of the Long and Short of the Week Ahead by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the anticipated macroeconomic events for the upcoming week, primarily focusing on the US. Topics include mixed economic signals from the UK, cooling tariff rhetoric globally, and significant upcoming US data and earnings reports. Ther…
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The future is arriving daily, and AI—Artificial Intelligence-- is making it get here even faster. In today's Market Intel segment, we examine how AI is cutting down the time on bringing breakthrough prescription drugs to market and why select AI stocks can still improve your portfolio this year. Then health insurance expert Shelley Grandidge joins …
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Protecting things that are most important to you.
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In this episode, Grant and Bill discuss protecting the things that are most important to you, a new buzz word, and how being stubborn could be good for your health.By Grant Dorhout
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Dividend Cafe: Market Gains, Trade Negotiations, and Treasury Revenue Insights In this episode of Dividend Cafe, Brian Szytel from West Palm Beach discusses the impressive three-day market gains, highlighting positive earnings reports and improved market sentiment. He analyzes the impact of trade negotiations and tariff revenues on market trends an…
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One day we could wake up and the electrical grid across wide swaths of the U.S. could be shut down. Cell phones service? OUT! Solar storms have been happening since the beginning of time. The last big one occurred in1859. The next big one could happen, scientists say. We've got the Wall Street Journal report on that in the Market Intel segment, and…
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Daily IQ Retirement Brief 4/24/25
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What Month Should You Retire? The Answer Might Surprise You
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Is there an exact right time to retire? This week Robert & Karen break down all the factors that go into one of life’s biggest decisions. From tax efficient strategies to healthcare costs and withdrawal planning, they’ll share actionable insights to help you retire with clarity and confidence. 🧭Download FREE guides: https://concenturewealth.com/fin…
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Breaking Barriers: Unlocking Private Market Investing for Everyone with Christopher Lustrino
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In this episode of Multiple Perspectives, host Daniel Brereton sits down with Christopher Lustrino, CEO and founder of KingsCrowd, to explore how private market investing is becoming more accessible to everyday investors. They discuss the shift from exclusive venture deals to digital platforms, uncovering the untapped potential of middle-market com…
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So what's the difference between banks and life insurance companies issuing annuities in a financial crisis? A big difference! FAST rising rates by the FED have hurt banks reserves dramatically. But helped insurance companies reserves greatly. We'll explain why today and then Shelly Grandidge joins us to review today's best health insurance and Med…
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Daily IQ Retirement Brief 4/23/25
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Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Romi Savova, CEO at PensionBee. What you’ll get out of this episode: Origin of PensionBee: Romi Savova founded PensionBee after struggling to move her own retirement account—revealing deep flaws in the legacy system. Retirement Challenges in the U.…
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#637: What Every Dentist Should Consider Before Merging or Partnering
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On this episode of the Dentist Money Show, Kyle Francis, founder of Professional Transition Strategies joins Matt to break down the evolving landscape of dental practice transitions. He emphasizes the importance of education, preparation, and strategic decision-making. They talk about some of the common misconceptions about DSOs and highlight the b…
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Market Trends and Economic Indicators - April 23rd In today's episode of Dividend Cafe, Brian Szytel provides a market update from the West Palm Beach office on April 23rd, highlighting two consecutive positive days in the markets. Key drivers include easing rhetoric on tariffs with China and the retraction of statements about ousting Fed Chair Jer…
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Defining Your ONE THING to Transform Your Daily Productivity w/ Jay Papasan
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In this episode of WealthTalk, we’re joined by Jay Papasan, bestselling co-author of The One Thing, who reveals how mastering focus and embracing fear can be powerful drivers of success in business and life. With host Christian Rodwell, Jay shares his journey from being a book editor to building wealth as an entrepreneur, and how shifting his minds…
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Tailoring Your Financial Future: Defining Goals and Priorities
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In this episode of the "Currency of Knowledge" education series, the hosts engage in a thought-provoking conversation with Barry Malik, head of retirement plan services. Together, they explore the essential process of helping clients define their financial priorities and goals. Barry emphasizes the importance of personalized financial discussions, …
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38: Ep. 38: Our new adventure: A conversation with Jean & Andrew
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By Andrew Auerbach and Jean Blacklock
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Navigating Tariff Volatility | AWM Insights #197
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In this episode of AWM Insights, our hosts discuss navigating market volatility amidst tariff changes. We dive into key strategies for controlling what you can in uncertain times and explore the importance of staying invested during significant market shifts. Get insights on tax loss harvesting and its long-term value add—essential listening for th…
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Eight in ten non-retired Americans express anxiety that their savings may not provide enough to live on in retirement. We'll review this carefully conducted landmark survey of 3,119 U.S. adults in the Market Intel segment, then we'll explore why CNBC PRO is making the case for dividend stocks as the stock market returns back to the time honored bas…
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Daily IQ Retirement Brief 4/22/25
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Financial Lessons from NCAA and NIL Agreements
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Nick Antonucci, CVA, CEPA, and D.J. Barker, CWS®, join K.C. Smith, CFP®, CEPA, who brings together his two favorite topics: college sports and finance. Nico Iamaleava was essentially forced off the University of Tennessee’s football team over a dispute tied to an NIL agreement. He potentially lost millions before ever seeing a dime—which begs the q…
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Sometimes You Win, Sometimes You Learn - Matt Biscan, Assistant Superintendent, CUSD 200
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An inspirational listen as Matt takes you through his jobs as a young man and how the experiences and connections led him to climb the education systems ladder of success. Get his views on the state of the current education system and how computer labs are out and the wood shop is back! Do you have an idea for a guest on The Local? Reach out to us …
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Medicare planning with a SHIP expert Ep.6
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In this episode, Janet Payne discusses the State Health Insurance Assistance Program (SHIP) and its vital role in assisting Medicare beneficiaries. She explains the importance of early planning for Medicare, common misconceptions about costs, and the differences between Original Medicare and Medicare Advantage plans. Janet emphasizes the need for i…
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Market Bounce Back: Analyzing Key Market Movements and Tariff Impacts In this episode of Dividend Cafe, Brian Szytel reports from West Palm Beach, FL, providing an update on the stock market's recent performance. Following several negative sessions, the S&P 500 and Nasdaq have broken their losing streaks with significant gains, driven by a lack of …
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Ep8: Financial Advisors Exposed — 7 Steps to Hiring the Right Advisory Team
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In a re-released and highly relevant episode, James Nutter exposes the hidden realities of the financial advisory world. Drawing from his experience and past features on the Financial Residency Podcast, he outlines 7 key steps every physician should follow when hiring a financial advisor. You'll learn why not all financial advisors are created equa…
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$10M and Total Freedom, I Left the Family Empire to Build My Own
43:05
43:05
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127 founders (net worth: ~$1M–$100M+) opened up their personal books. Want to see how your finances stack up? https://www.joinhampton.com/wealth-report Shane Cultra walked away from his family's five-generation nursery business—triggered, in part, by watching Succession. Along the way, he built up a $10M net worth, stacked Bitcoin, turned a blog in…
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After a choppy week in the markets, Garrett and Matt return with a breakdown of where things stand — and where they could be headed. In this episode of Momentum Mondays, they spotlight the Russell 2000’s relative strength, explore why small caps often lead out of downturns, and unpack the latest inflation data and its broader economic implications.…
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Market gains rarely move in a straight line. As the next round of earnings calls approaches, Dave Spano will be listening for key insights from corporate leaders. Meanwhile, Dan O'Donnell warns that we may be in the calm eye of a looming debt hurricane.By Annex Wealth Management
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Tariffs and the Market and Keeping Your Money Safe
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59:47
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In this episode Gary discusses the drop in the market, keeping your money safe, and running out of money.By Gary Mastrodonato
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How To Handle Losses In Your 401K If You're Close To Retirement
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In this episode Jake and Jeff discuss current events, how to handle market losses in your 401K if you're close to retirement, planning for long term care, and what to expect in your complimentary initial consultation.By Floyd Financial Group
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In this episode Jake and Jeff discuss whether you should buy the dip or stay the course, two-thirds of investors are worried they'll outlive their assets, 6 investment choices and what they can offer you, and a late-start investment plan.By Floyd Financial Group
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