News, planning insight, and forward thought on the economy, markets, and wealth management.
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Wealth Management Podcasts
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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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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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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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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This is Moneywise, a podcast where hosts Sam Parr and Harry Morton are 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. This podcast was made for the Hampton community, a private, highly-vetted, peer membership community for founders and CEOs of fast-growi ...
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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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A look at issues affecting the bank and insurance securities community
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Helping listeners within 5 years of retirement invest wiser and retire better, as we discuss key financial topics like investing, retirement planning, behavioral finance, taxes, Social Security, Medicare, and more.
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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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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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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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Our weekly podcast offers rare access to the sharpest minds in investment, along with insights from top executives in the wealth and fund management industry. Find out what makes these individuals tick and where they see the best opportunities in global markets.
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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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Building wealth seems harder than it actually is. This podcast is designed to be a roadmap, cutting through the clutter, to teach you about important topics that show you how invest in yourself and save money the right way. We will also be your life coach through important financial and educational topics, teaching you what is important and how to navigate each topic.
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A podcast for entrepreneurs – reverse engineering the formula for successful scale, sale and exit. Inspired conversations with world-class entrepreneurs and the specialists who support them.
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Powered by the team at Measured Wealth in beautiful Portsmouth, New Hampshire. Each episode will bring you fresh insights on retirement, investing, and everything you need to take control of your financial future. Whether you're preparing for retirement or already living it, this podcast is here to help you make informed choices with confidence. For more information, visit https://www.measuredwealth.net/ or call 603-431-1444.
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Hosted by Rob Shelton, founder and wealth manager of Axio Wealth Management, Legacy Beyond Wealth Podcast is dedicated to helping successful families unlock the freedom to live a life of significance. With more than 20 years of experience in the financial industry, Rob has cultivated a deep well of knowledge and financial expertise. Tune in for helpful strategies on topics like income planning, legacy building, Social Security, minimizing taxes, and much more. Subscribe and never miss an epi ...
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The Holistic Wealth Podcast with Keisha Blair – the weekly podcast that features celebrities, influencers, CEO's, and everyday people. The show will also showcase various experts on the key pillars of holistic wealth such as financial wellness, physical health, emotional wellness, and spiritual health. Hosted by Keisha Blair, Award-winning, bestselling author of Holistic Wealth: 32 Life Lessons To Help You Find Purpose, Prosperity and Happiness and Founder of the Institute on Holistic Wealth ...
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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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Wealth Strategies Unleashed turns complex money decisions into clear, actionable steps to help you build, protect, and enjoy your wealth, brought to you by Concenture Wealth Management. https://concenturewealth.com/ 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, hist ...
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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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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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Welcome to The Intern Survival Guide! A podcast by college students, for college students. Join us on a journey of discovery as we uncover hidden tools for navigating the professional world.
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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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In an industry that's changing faster than ever, expectations for growth, both organic and inorganic, are only getting more intense. With private equity money flooding into the wealth management space, customer experience expectations leveling up, generative AI upending process and a generational wealth transfer that will transform client acquisitions, the journey to growth for all wealth management businesses will require adaptability, resilience and a long-term vision that puts client's ne ...
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On this podcast I talk to industry leaders on matters related to your money, markets, and issues near and far from personal finance.
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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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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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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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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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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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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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Welcome to the "Wisdom for Wealth. For Life." podcast! Let’s bridge the gap between your faith and your finances. At Blue Trust, we apply biblical wisdom and technical expertise to help you make wise financial decisions. Our goal is to help you leave a lasting legacy. In this podcast, you will hear inspiring stories, practical tips, and encouragement from the Blue Trust family with special guests along the way. Learn more at www.BlueTrust.com. Trust and investment management accounts and ser ...
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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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Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets
Michael Sidgmore
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Alt Goes Mainstream podcast is the place to turn to for interviews with some of the brightest and most experienced minds in the world at the intersection private markets and wealth management. AGM dives into investment strategies like private equity (PE), private credit, venture capital (VC), secondaries, GP stakes, infrastructure, real estate, wealth management, and comprehensively covers tools and frameworks for approaching private markets, such as asset allocation, evergreen funds, model ...
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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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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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“Slices” on the people and organizations in finance via news, thoughts, podcasts, spotlights and more!
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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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Feeling overwhelmed by market headlines and endless financial noise? We cut through it for you. Veteran investor Philip Davis of www.PhilStockWorld.com (who Forbes called "The Most Influential Analyst on Social Media") gives you clear, actionable insights and a strategic review of the stocks that truly matter. Stop guessing and start investing with confidence. Subscribe for your daily dose of market wisdom. Don't know Phil? Ask any AI!
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Maximising the Wealth You Created. Hello and welcome to the Courtiers podcast, giving you market insights, economic highlights and deep dives into what affects investments. Courtiers are here to listen to you and your wealth needs, working with you to understand where you are and where you want to be. In doing so, we can guide you through your financial journey, making sure you're on track with a dedicated Courtiers Financial Adviser, regular updates and compelling content. The views express ...
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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 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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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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Scott Lillis, regional president, Mid-Atlantic Region, and Lynda Ly, private banking manager, explain our strategic cash management framework.By BNY Wealth
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#691: Listener Q&R #10: How to Finance a Practice, Avoid Lifestyle Creep, and Track Debt
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What is the best way to finance a practice? How do you prevent lifestyle creep? How do you track debt payments? On this listener Q&R (Question and Response) episode of the Dentist Money Show, Matt and Ryan answer some financial questions posed by members of the Dentist Advisors’ Facebook Discussion Group. Tune in for practical insights on financing…
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What Happens When You Put Humans Before Numbers?
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Financial simplicity serves as a powerful defense against exploitation by the complex financial system. When you're just starting your wealth-building journey, focusing on fundamentals creates more lasting success than chasing complicated strategies or products. • Dave Ramsey's coaching process focuses more on coaching the person than their money •…
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Concentrated Stock: Strategies to Protect Your Wealth
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When much of your wealth is tied to a single stock—especially your employer’s—you face both opportunities and risks. In this episode, Senior Wealth Advisors Whitney Reagan and Daniel Sharkey discuss how to balance concentration with diversification, manage emotions and apply strategies that maximize potential while protecting long-term goals.…
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Hosted by Dr. Brian Jacobsen, Chief EconomistBy Annex Wealth Management
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Exploring Alzheimer’s, Parkinson’s, and Brain Health Solutions with Christer Rosén of Jupiter Neurosciences, Inc.
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We sit down with Christer Rosén, Chairman, CEO and Founder of Jupiter Neurosciences, Inc., a clinical-stage biotech company developing therapies for brain inflammation and mitochondrial dysfunction. With decades of entrepreneurial experience, Christer shares his journey from computer science to pharmaceuticals and biotechnology, and his mission to …
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Sunday, September 21st. A bowling ball of growth?
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Economic growth may have already weathered its toughest challenges, with brighter days likely ahead. In our Week-in-Review, Dave Spano and Brian Jacobsen discuss the Federal Reserve’s latest decision. The show also examines 529 plans for education savings, key steps to selling a business, estate planning considerations for remarriage, and strategie…
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Saturday, September 20th. Inflation: No surge in sight.
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Tariff-related inflation is unlikely to spike suddenly; instead, it’s expected to build gradually as companies cautiously adjust pricing to gauge market tolerance. In our Week-in-Review, Dave Spano and Brian Jacobsen discuss the Federal Reserve’s recent decision to cut rates by 25 basis points. The show also explores the role of 529 plans in higher…
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Wealth Management Invest: The Role of Secondary Markets in Private Wealth with Coller Capital’s Jonathan McEvoy
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In this episode of Wealth Management Invest, host David Bodamer talks with Jonathan McEvoy, managing director, Investor Relations and head of Private Wealth Secondaries Solutions Distribution at Coller Capital, to explore how secondaries provide an additional access point to private markets. Jonathan shares the growth story of private equity and pr…
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How Pure Financial Built a $9B Firm by Doing the Opposite
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Most advisory firms dream of moving upmarket. Pure Financial Advisors chose the opposite path. Since 2007, they’ve built a $9B firm serving the mass affluent, proving that you can grow with purpose while breaking every so-called industry rule. In this conversation, Joe Anderson, CEO and President, and Jason Carver, CFO and Managing Partner, share h…
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300. Built to Last: The History and Future of Wiser Wealth Management
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In this episode of A Wiser Retirement® Podcast, we celebrate hitting a major milestone, 300 episodes! In this special episode, President Casey Smith and Senior Financial Advisor Shawna Theriault, CFP®, CPA, CDFA®, reflect on the history of Wiser Wealth Management, the growth of the podcast, and the firm’s mission to provide real, relationship-drive…
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Why HENRYs need wealth management, and how to offer it
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What is a HENRY and why should wealth managers pay attention to them? Killik & Co's head of wealth planning Will Stevens says High Earners, Not Rich Yet are the future of financial services.By Citywire
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♦️ PhilStockWorld Daily Market Recap: The Ransomware Reckoning
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♦️ PhilStockWorld Daily Market Recap: The Ransomware Reckoning Narrative Theme: The Non-Discretionary Tax on the Digital Economy 1. The Morning Post: The Perilous Skies and The Centralized Flaw Phil Davis's opening post, The Perilous Skies: From Auto Lots to Airport Terminals, The Unstoppable March of the Ransomware Army, laid down a profound struc…
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Permira Part 2: Co-CEOs Brian Ruder and Dipan Patel - the collaborative leadership model in action: scaling an €80B alternative asset manager
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Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with two executives who have helped to build one of the industry’s leading alternative asset managers. In Permira Part 2, Brian Ruder joins his Co-Managing Partner and Co-CEO Dipan Patel in Permira’s London office to discuss the firm’s evolution and how the business has grown to ov…
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With so much talk about passive investing in the market today, active management is fading… or is it? Ed Miller joins us on the show to highlight Measured Wealth's Ultra Portfolio, an actively managed strategy that goes anywhere- from small-cap innovators to large-cap leaders. Learn how rigorous stock screening, momentum and valuation analysis, and…
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Retirement is About Experiences, Not Purchases
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Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do What if your retirement wish list focused on experiences that bring lasting joy, rather than material possessions? In this episode, Rob explains why retirement should be about creating meaningful memories, not just accumulating things. L…
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What To Know About The “First Year Rule” Of Retirement
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Well, you’re retired. Now what? Some people subscribe to the “first year rule” which says that the majority of your best retirement months will all take place in the first year of retirement. So how can you be strategic during that first year and set the tone in the right way, both emotionally and financially? Get in touch with Mike: 🌐 Website: htt…
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Equities higher, bond yields rising, the Fed back in easing mode, and the US dollar under pressure - investors have had plenty to digest in recent weeks. In this episode, Global Investment Strategists Kevin Gardiner and Victor Balfour join Laura Künlen to discuss what’s driving markets, whether inflation has entered a “new normal”, and the right st…
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The Market Disconnect: Hidden Bank Losses, AI Shell Games, and the Magnificent Seven's Trillion-Dollar Concentration Trap
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♦️ September 24, 2025: The Great Disconnect & The AI Shell Game Good evening from PhilStockWorld! For the commuter heading home, wondering how a market can hit record highs while the world feels like it's fraying at the seams, today's session was a masterclass in pulling back the curtain. The theme of the day was clear: The Great Disconnect, a trea…
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Market Recap and Economic Insights: Tariffs, Corporate Taxes, and Housing Trends In this episode of Dividend Cafe, dated Wednesday, September 24, host Brian Szytel provides a market recap from Newport Beach, California. The DOW dropped 171 points, S&P and Nasdaq declined by approximately 0.3%, and there was a minor increase in 10-year bond yields. …
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⚠️ Magnificent Seven: Concentration and Collapse
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♦️ The PhilStockWorld.com Morning Report: The AI House of Cards Edition Welcome, commuters, to your essential recap of a day where the market shrugged at history, but the Phil Stock World community, led by Phil, dove deep to reveal the cracks in the foundation. Today’s theme: The Illusion of Growth and the Circular Spending Shell Game. The Morning …
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Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Jon Fry, CEO & Founder at Lendflow. What you’ll get out of this episode: Jon Fry's journey from gaming and global entrepreneurship to launching Lendflow. Clear breakdown of embedded lending and its role in transforming customer experiences. How AI …
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Courtiers Wealth: Long-dated bonds, gilts and government debt
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In today’s episode, we’re joined by Gary Reynolds, Chief Investment Officer at Courtiers. Over the past month, Gary has published two thought-provoking pieces exploring the evolving role of UK government bonds – particularly long-dated gilts – in modern portfolios. We discuss his findings, the relationship between debt, long-dated bonds and interes…
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How the 2026 Tax Changes Will Impact Your Business and Property Wealth
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In this episode of WealthTalk, Christian Rodwell is joined by Omar Aswat, Chartered Tax Adviser and founder of ASWATAX, to unpack the urgent changes coming to Business Property Relief (BPR) in April 2026 and what they mean for business owners and property investors. Omar explains how the new BPR limits could expose significant business value to inh…
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👑 Tylenol Turmoil, Tariffs, and Market Reckoning
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Tylenol Tuesday: A Tug of War Between Hype and Reality Welcome to your daily market recap! Yesterday, the market’s relentless climb hit a major wall, but it wasn't a brick wall made of bad data. It was a wall of contradictory signals from the highest levels of government and corporate America. Our Narrative Theme for the day? The Tug of War Between…
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Market Insights and Economic Updates - Sep 23, 2025 On this episode of Dividend Cafe, Brian Szytel reports from Newport Beach, covering down markets with the DOW, S&P, and Nasdaq all experiencing declines. There was a notable rotation between growth technology and value names, with interest rates moving lower. Flash PMI numbers for manufacturing an…
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Passing the Torch: How to Plan Your Business & Estate the Right Way
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Welcome to The Currency of Knowledge podcast by National Bank Wealth Management. In this episode, hosts Christopher Phillips and Holleigh Baker sit down with Kathryn Mohr, an experienced attorney and community leader, to explore the often-overlooked but crucial topics of business succession and estate planning.…
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Going Public with Glenn Schorr - Ep. 4: Unpacking the past few months in private markets
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We are back with the latest Going Public with Evercore’s Glenn Schorr. On this episode of Going Public, we unpack the rollercoaster of the past few months in private markets for alternative asset managers. Private markets is much more than private equity — and this episode dives into nuances of specific strategies and what it means for alternative …
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The Tylenol Shakedown: When Your President Runs a Protection Racket from the Oval Office
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White House Autism Claims Spark Scientific and Market Backlash The initial source is an excerpt from a legal presentation by Charles “Chip” Babcock and Jamila M. Brinson, both of Jackson Walker LLP, discussing defamation and business disparagement damages with detailed sections on the elements of a defamation claim and the various types of damages …
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Funding a Business: Weighing Cash, Debt, and Outside Investors
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The “Henssler Money Talks” hosts tackle a listener question about launching a business. We weigh the pros and cons of tapping into cash and investments versus exploring options like a business loan or private equity—all while keeping his overall financial plan, cash flow, retirement, and long-term goals in focus. Original Air Date: September 20, 20…
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Summary In this episode of Financially Fluid, host Ray Godleski and expert Michael Baratta discuss the multifaceted nature of life insurance, particularly in the context of Life Insurance Awareness Month. They explore critical aspects such as income replacement needs, the importance of life insurance riders, and the differences between permanent an…
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In this installment of Life Well Lived: A Physician’s Guide to Wealth, host James Nutter (fiduciary financial advisor and partner at IM Wealth) continues the Financial Wellness 101 series by tackling one of the hardest parts of personal finance: making decisions when there isn’t a clear “right” answer. Drawing on lessons from Darren Hardy’s Hero’s …
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I Chose Fun Over Profit…. And I Regret It
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Thinking about selling your company? 24 founders told us what really happens after the wire hits. — https://www.joinhampton.com/exit-report Jordan Schlipf spent a decade building companies optimized for fun, freedom, and friendships. But with years of hindsight, he wonders if he left too much money on the table. Here’s what we talk about: Why Jorda…
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Monday Market Mayhem: A Tale of Two Economies The market closed Monday with a mild pullback, but beneath the surface, the PhilStockWorld community spent the day navigating a policy collision course and the growing disconnect between a bull market narrative and a contracting economic reality. The Morning Call: Bullshit and Oligarchs Phil's post, "Mo…
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In this episode, Randy, Jake, and Jeff discuss Charlie Kirk, his legacy and what direction the country may be turning to now. Also how to prepare for falling interest rates.By Floyd Financial Group
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In this episode Randy, Jake, and Jeff discuss current events, 10 investing mistakes to avoid , rebalancing ahead of during retirement, and the die with zero rule in retirement.By Floyd Financial Group
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Today's Post - https://bahnsen.co/4n9Rw7O Market Recap and Policy Insights: Navigating Nuances in the Economy In this episode of the Monday Dividend Cafe, host David Bahnsen provides a detailed analysis of the market activities and public policy updates. Broadcasting from Newport Beach, David discusses his recent travels and highlights from Dividen…
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Trends Come and Go But Disciplined Investing Still Wins | AWM Insights #219
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In this episode of AWM Insights, Chief Investment Officer, Justin Dyer, and Portfolio Manager, Mena Hanna, break down some of the biggest trends dominating market headlines, from the rise of mega-cap tech stocks to the renewed buzz around gold. Together, they cut through the noise with expert analysis and real data, offering perspective on temptati…
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In this insightful episode of the Uncommon Wealth Podcast, host Phillip Ramsey demystifies the often daunting task of setting up wills and trusts. While the subject might appear uncomfortable and challenging, especially for those with young families, Ramsey provides a fresh perspective that underscores its necessity and benefits. He shares personal…
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Holistic Wealth in Relationships: Love, Boundaries, and Abundance
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24:32
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When most people hear “wealth,” they picture bank accounts or investment portfolios. But true Holistic Wealth is far broader: emotional connection, shared purpose, and healthy boundaries. As the global Holistic Wealth movement—on a mission to reach 1 billion people—passes 150 million lives touched, one truth stands out: your closest relationships c…
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The Existential Threat to Your Portfolio: Why Political Risk (ARP) Now Trumps Performance and How to Profit from the "Friends of Trump" Strategy
14:49
14:49
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Free Speech Friday: A Recap of the Day The financial world found itself at the nexus of politics and profit today, as the PhilStockWorld community dissected a market rally driven by a surprising political détente and a chilling new type of corporate risk. The day's theme was clear: The Authoritarian Risk Premium (ARP) is the New Macro Factor. The M…
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Creating a Pipeline for Purpose with Your Family and Finances
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For nearly 15 years, Blue Trust has had the privilege of walking alongside Lora and Mark Batterson in their financial stewardship journey. The couple founded and leads National Community Church in Washington, D.C., and Mark is a speaker and New York Times bestselling author. Together, they have built their lives around four core family values: grat…
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304. Under the Radar: Wealth Strategies for the Quietly Rich
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In this episode of A Wiser Retirement® Podcast, Casey Smith and William Medcalf, CFP® dive into what it really means to be “quietly rich” and how smart habits, not flashy spending lay the foundation for financial independence. Related Podcast Episodes: - Ep 73: Leave a Legacy of Generosity - Ep 260: 10 Financial Habits That Lead to Long Term Succes…
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#690: Two Cents of 9/20 - Are You Ready For The New Cycle?; New All-Time Highs; How Rich Are We?
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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 of Dentist Money’s Two Cents, Matt, Jake, and Rabih discuss what the Federal Reserve's latest interest rate moves mean for inflation, unemployment, and the broader market. They also talk about how financial markets are reacting t…
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September 20, 2025: Rates, Refinancing, and Raising Capital
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This week’s market spotlight is on the Federal Reserve, as they cut the Fed Funds rate by 0.25 percentage points—and, perhaps more importantly, signaled what could be ahead for future rate cuts. We also dig into the latest Retail Sales and Consumer Sentiment data. After the break, we shift gears to mortgage rates with Shanna Squires from Henssler M…
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The Simple Road Toward Financial Freedom With Steve Short and Mark Schlipman
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Most of us are taught algebra in school, but not how to manage a paycheck, save for retirement, or avoid credit card debt. That’s where Steve Short and Mark Schlipman come in. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Steve Short and Mark Schlipman, co-authors of The Simple Road Toward Financial Freedom: A Guide …
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Today's Post - https://bahnsen.co/4nEivIn Friday Dividend Cafe: Analyzing the Latest Fed Rate Cut In this episode of Friday Dividend Cafe, host David Bahnsen delves into the recent Federal Reserve rate cut announced on Wednesday. He discusses the implications of the quarter-point reduction, detailing how the Fed’s decision impacts the market and th…
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Free Speech Friday: One Amendment Down – 8 To Go
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The source, an investment-focused blog post titled "Free Speech Friday: One Amendment Down – 8 To Go," warns investors about the concept of Political Risk Management (PRM) in what the author terms an "Authoritarian Market." The author argues that President Trump's alleged use of political power to target companies like Disney over an employee's per…
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