Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo

A Advisor Podcasts

show episodes
 
Artwork

1
Chip Advisor

chipadvisorpod

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
A family friendly fun look at all things food. We will delve in to the minute details on all sorts of foods and beverages from custard creams to ratatouille. If nothing else we will give you at least one utterly useless new bit of knowledge in every episode.
  continue reading
 
Tracking the future of technology and how it impacts humanity. Named by Fortune as one of the “World’s 50 Greatest Leaders,” Peter H. Diamandis, MD, is a founder, investor, advisor, and best-selling author. Join Peter on his mission to uplift humanity through technology. Follow Peter on X - https://x.com/PeterDiamandis
  continue reading
 
Artwork
 
Dr. James Dobson is a clinical psychologist, founder of Christian media empire Focus on the Family, a spiritual advisor to every Republican President since Reagan, and a paragon in the Evangelical Christian movement. And he's a massive dick. Join therapists Jake (a former Evangelical) and Brooke (who knows almost nothing about Evangelical culture) as they read and tear apart Dobson's works. Get ready to laugh, cry, and rip your hair out as we explore the very many reasons why I Hate James Do ...
  continue reading
 
Welcome to the Business Advisor Podcast, the go-to show for accountants, bookkeepers and CFOs tired of the grind of client work and eager to step into the role of a business advisor. This podcast is designed for those looking to increase their income and impact by transforming businesses and lives. Each week, we bring you practical, workshop-style episodes, insightful conversations, and a good dose of humor to equip you with the confidence, clarity, and cash flow strategies you need. So, hit ...
  continue reading
 
Artwork
 
The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.
  continue reading
 
We are a team of highly experienced M&A advisors who specialize in offering bulge bracket like deal advisory services to lower middle-market companies across the United States and globally. Our team of experts have a deep understanding of the M&A process and a proven track record of successfully navigating complex transactions. Our focus is on delivering personalized, tailored solutions to meet the unique needs of each of our clients. Whether you are looking to buy or sell a business, or see ...
  continue reading
 
The Real Estate Advisor Podcast is a show dedicated to helping realtors transition from agent to advisor in their relationships so they can build powerful relationships and businesses. To learn more about the podcast and access the full episodes, register on our corporate site: https://catalystdevelopment.org/the-real-estate-advisor-podcast/
  continue reading
 
Artwork

1
The Diamond Podcast for Financial Advisors

Mindy Diamond Financial Advisor Recruiter and Consultant

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
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.
  continue reading
 
As a financial advisor, you’re working in a crowded market, and to be successful, you need to differentiate yourself from the competition. How do you do that? How do you rise above the noise and deliver success for your clients and your business? And, how do you do that when your time is already taxed? That’s where The Future-Ready Advisor comes in. Host Sam Sivarajan talks with investment experts and top advisors to explore the pain points that financial advisors face, the pain points that ...
  continue reading
 
Artwork

4
Schwab Network

Schwab Network

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Daily+
 
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 ...
  continue reading
 
The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
  continue reading
 
"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 ...
  continue reading
 
Artwork

1
Stormont Sources

Shortbread Media

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
Welcome inside politics in Northern Ireland. Listen to the podcast which brings you analysis, insight and experience from Stormont. Join journalist, David McCann, plus Tim Cairns, a former Special Advisor to Peter Robinson and Head of Policy for the DUP and Micheal McKernan, a former Special Advisor in the SDLP worked in the Executive from 2007-2016. Hosted on Acast. See acast.com/privacy for more information.
  continue reading
 
Artwork

801
The Influential Advisor

Paul G. McManus

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
Are you a financial advisor looking to stand out as an influential leader and attract the clients you truly want to serve? You’re in the right place. Each episode of The Influential Advisor Podcast explores the art of authoritative positioning—giving you actionable strategies to amplify your expertise, elevate your practice, and become the go-to authority in your market. Join Paul G McManus and industry insiders as they share proven tactics, inspiring success stories, and insider tips to hel ...
  continue reading
 
The FutureProof Advisor is built to help financial advisors unlock their full potential—not just by growing their business, but by becoming the best version of themselves and their firms. Through deep industry insights, real-world strategies, and personal transformation, FutureProof Advisor is your path to doubling your business and building a legacy.
  continue reading
 
Artwork

1
School of War

Nebulous Media

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly+
 
This podcast seeks to learn what war teaches. There has been a steady decline in the study of military history and its associated theoretical discipline, strategy.This podcast seeks to fill that gap through in-depth interviews on military and diplomatic history. Our guests have included former Secretary of State Mike Pompeo, the Cold War historian John Lewis Gaddis, and former China Select Committee chairman Mike Gallagher. We discuss the battlefield commanders, diplomats, strategists, polic ...
  continue reading
 
Artwork
 
Welcome to AutoFix AdvisorCast, the podcast where automotive service advisors finally have a place to call home. Hosted by industry veteran Michael Doherty, with over 28 years of experience in the trenches, this show dives deep into the challenges, frustrations, and demands of being a service advisor in the independent auto repair world. AutoFix: AdvisorCast isn’t just about problems; it’s about solutions. Michael Doherty shares best practices, actionable tips, war stories, and fresh ideas f ...
  continue reading
 
M&A Murders & Accusations: The Good, the Bad, and The Ugly of Selling Your Business! We dig deep into what you MUST know when selling your business. Learn how to NOT kill the sale of your business. Rick J. Krebs, the mastermind M&A Advisor (Mergers & Acquisitions, not Murders and Accusations) and expert at selling businesses, has transformed the lives of countless business owners by helping them secure the right buyer at the right price. You have only one chance to sell your business and thi ...
  continue reading
 
Artwork

1
RIA Collective

Charlie Van Derven

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
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 ...
  continue reading
 
Artwork

1
Your Future Realized

Laura Malinowski

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
A trusted advisor for hundreds of leaders, Laura brings her years of experience as an operations executive and change management strategist to the microphone. She launched Your Future Realized podcast to help other ops execs gain the self-awareness and confidence to build relationships and make a bigger impact.
  continue reading
 
Artwork

1
The Apex Business Advisors Podcast

Apex Business Advisor Podcast

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
Are you a business owner that is considering selling your business? Have you ever thought of buying a business? Apex Business Advisors is a leading Business Intermediary. The Business Brokers that make up the firm will be here each week to share their knowledge on the process of buying and selling a business.
  continue reading
 
Artwork

1
Who Gets What?

Morton Marcus/John Guy

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
Distribution of goodies in our society is determined by families, firms, and governments. Attempts to change how rewards and punishments, benefits and costs, are spread through the population cause conflict. The hosts are an economist, Morton Marcus, and a financial advisor, John Guy. Expect whimsy.
  continue reading
 
Financial and retirement planning guidance from pilot and financial advisor Ryan Fleming. The show will help you figure out how to take your financial plan from takeoff to landing with smooth sailing along the journey. We’ll teach both pilots and non-pilots what it takes to have a successful financial future. The Pilot’s Advisor Podcast® will answer your questions about 401(k)s, IRAs, taxes in retirement, long term care needs and much more.
  continue reading
 
Artwork
 
Advisors don’t need another tool. They need a strategy and a thought partner. The AI-Native Advisor Podcast is where modern advisory meets practical AI. Hosted by brothers Mike and Danny Shannon, founders of Impruve, each episode delivers real-world tactics to help you scale your practice, streamline operations, and strengthen client relationships without losing the personal touch. You’ll walk away with: - Frameworks to make smarter AI decisions instead of chasing shiny tools - Use cases you ...
  continue reading
 
Artwork

2101
Analog Advisor

Wes Brown and Dr. Sonya Lutter

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Welcome to Analog Advisor, a podcast about the way money shapes our lives, relationships and society. Join us as we explore the nuances of living an analogue life in an evermore digital world.
  continue reading
 
Artwork

1851
White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly+
 
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 ...
  continue reading
 
Artwork

51
Trip Tales by Nicole Marie

Nicole Marie Newfield

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
I am a Disney adult and travel advisor with a passion for helping people to make their vacation dreams and lifelong memories a reality! I love to break down the planning process to make things clear and low-stress. And of course we’ll chat all things accommodations, dining, attractions, and entertainment for Disney Destinations, Universal Destinations & Experiences, cruising, and more!
  continue reading
 
Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together b ...
  continue reading
 
The Financial Advisor Marketing Playbook is a podcast/video series for high-performing financial planning professionals that are committed to improving their craft, helping their clients, and growing their business. Hosted by Mark Mersman, this series contains a wide variety of content – from quick win ideas to long-form interviews, each episode provides actionable marketing ideas and insights that can be implemented easily into your practice. From digital marketing to traditional direct-res ...
  continue reading
 
Artwork

1
Investopoly

Stuart Wemyss

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly+
 
Each episode is packed with concise tips, strategies, research, methodologies, case studies, and ideas to help you safely and effectively grow your wealth. Stuart Wemyss, a qualified financial advisor, accountant, tax agent, and licensed mortgage broker, delivers holistic advice. With four authored books, including "Investopoly" and "Rules of the Lending Game," Stuart shares his insights through a weekly blog, which is replicated on this podcast.
  continue reading
 
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 ...
  continue reading
 
The Purpose Focused Advisor is a podcast for financial advisors, planners, and RIAs who want more than just business growth—they want their work to matter. Hosted by Rob Brown, founder of Truest Fan Coaching and creator of The Truest Fan Blueprint, the show dives into what it means to build a thriving advisory business while staying grounded in purpose, faith, and impact. Each episode features candid insights, practical strategies, and real stories from top advisors and thought leaders. Whet ...
  continue reading
 
Welcome to "Retire Right: A WYZE Wealth Advisors Podcast," where planning your future is at the heart of every conversation. Hosted by seasoned Wealth Advisor Ryan Wyatt, CFP®, CIMA®, this podcast offers a deep dive into the complexities of retirement planning for those aged 50 and over aiming for $1 million or more in retirement savings. Each episode of Retire Right focuses on the crucial questions that keep you up at night: Can you meet your retirement goals? How much can you spend during ...
  continue reading
 
Artwork

1
The Spend Life Well Show

ClearVista Financial

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
ClearVista Financial's Mark Trice addresses financial topics and strategies based on Biblical principles. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and ClearVista Financial are not affiliated.
  continue reading
 
Artwork
 
Mark C. Thompson is the World's #1 CEO Coach and a New York Times bestselling author. Mark consults and coaches executives for Fortune 500 and Global Fortune 1000 companies. Forbes called Mark one of “America’s Top Venture Investors with the ‘Midas Touch'." Formerly Charles Schwab's Chief of Staff and Chief Customer Experience Officer, Mark was the Executive Producer of Schwab.com which today has assets over $2.4 Trillion. He is a Co­‐Founder of Sir Richard Branson’s Entrepreneurship Centres ...
  continue reading
 
Artwork

2301
Freedom To Retire

Jim Cipriotti

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
Welcome to the Freedom to Retire podcast with host and financial advisor Jim Cipriotti! Join us as we explore the intricacies of retirement preparedness with Jim, a seasoned advisor from Retire Ready Financial Group. In each episode, Jim delves into essential retirement topics, analyzes current trends, and imparts invaluable tips to fortify your journey towards retirement with confidence. Join Jim as he covers key principles for attaining financial security, aiding you in crafting the envisi ...
  continue reading
 
Artwork

4
Gideon Korrell

gideonkorrell

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
Gideon Korrell is a seasoned legal professional with over 15 years of experience bridging engineering and law. Beginning his career in nuclear power and defense engineering, Gideon Korrell transitioned to law, becoming a trusted advisor in global law firms and later serving as an in-house lawyer. Committed to environmental sustainability, Gideon Korrell focuses on forging partnerships to decarbonize the global economy. His expertise lies in negotiating complex commercial and technology agree ...
  continue reading
 
Artwork

1
Let's Just Go

Kayla Shawley

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
Welcome to the Let’s Just Go podcast! I’m Kayla, a travel advisor, millennial, and professional suitcase-stuffer here to share stories, tips, and plenty of honest opinions from my adventures around the globe. Each episode, you’ll get destination breakdowns, planning advice, hilarious travel tales, and a behind-the-scenes look at what it’s like working in the travel industry. Whether you’re planning your next big trip or just need a virtual escape, you’re in the right place. Fair warning: I s ...
  continue reading
 
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 ...
  continue reading
 
Artwork
 
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 ...
  continue reading
 
Artwork

51
The Money Knight

Wade Chessman

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
Financial and retirement guidance from CERTIFIED FINANCIAL PLANNER™ professional Wade Chessman, President, Wealth Advisor of Chessman Wealth Strategies in the Dallas, Texas area. Wade is the author of Giving Transforms You and hosts this podcast to help you better prepare for your financial future and to retire with financial confidence. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partne ...
  continue reading
 
Artwork

201
Tall Oaks Podcast

Branden DuCharme

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
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 ...
  continue reading
 
Loading …
show series
 
In today’s episode, I talk with Andi Costello about her journey of becoming a commercial real estate agent. We also discuss best practices for residential realtors wanting to partner with commercial agents. To learn more about Andi Costello: LinkedIn: Andi Costello Website: Andi Costello If you’re a realtor, contractor, or entrepreneur in the real …
  continue reading
 
In this episode, we dive into the world of human behavior, leadership, and emotional intelligence with Dr. Angela Jackson—a seasoned psychologist, executive coach, and behavior strategist. Angela shares valuable insights that help financial advisors understand themselves and their clients better, ultimately leading to stronger relationships and imp…
  continue reading
 
If you've ever thought, "I just need more clients," I need you to listen to this. In my early days, I chased that exact goal. I was getting 33 new clients every six weeks, and on paper, it looked like I was crushing it. But behind the scenes? It was complete chaos. I was stretched thin, serving underpaying clients, and drowning in stress. It was my…
  continue reading
 
Ready to get your free Retire Wyze assessment? Start here: https://wyzewealthadvisors.com/free-retirement-assessment/ Looking to safeguard your legacy and shield your family from financial stress? In this episode, the team sits down with Certified Elder Law Attorney Andrew Sykes to reveal how smart estate planning and legal strategies can make all …
  continue reading
 
In this episode, host David McCann is joined by regulars Tim Cairns and Michael McKernan to discuss the current political landscape in Northern Ireland. The episode features an interview with UUP Deputy Leader Robbie Butler, who challenges the podcast's previous critical analysis of the UUP's role and future in Northern Ireland. Butler argues for t…
  continue reading
 
Even after the Fed lowered interest rates and Fed Chair Jerome Powell gave hawkish commentary regarding the path of future cuts, investors still braced for three Mag 7 earnings after the closing bell. Marley Kayden takes investors through the postmarket moves in Alphabet (GOOGL), Microsoft (MSFT) and Meta Platforms (META) and what they mean for the…
  continue reading
 
There's a lot to take away from the back half of today's trading session. Marley Kayden and Sam Vadas take a closer look into the Fed's decision to cut interest rates by 25bps, along with earnings from Microsoft (MSFT), Meta Platforms (META), and Alphabet (GOOGL). They later turn to more Mag 7 earnings Thursday in Amazon (AMZN) and Apple (AAPL). ==…
  continue reading
 
Three of the Mag 7 reported earnings after the close as Alphabet (GOOGL), Microsoft (MSFT) and Meta Platforms (META) all posted a clearer picture on how A.I. is affecting their financials. Starbucks (SBUX) and Chipotle (CMG) also served their reports to investors. Our Schwab Network team breaks down the gargantuan earnings slate following Wednesday…
  continue reading
 
In a pre-recorded taping ahead of the FOMC rate cut, Jenny Horne and Nate Peterson break down this week's activity in the crypto space. First, they look at news out of Canada as the North American nation looks to make a splash in the stablecoin space. Next, Coinbase (COIN) and Citigroup (C) announced a partnership on digital assets and payments. La…
  continue reading
 
The Fed cut rates 25 basis points, but Powell's commentary sows market uncertainty. Jeanette Garretty breaks down the Fed's decision and the surprising press conference that followed, where Chairman Powell's comments on the dual mandate, inflation, and the labor market picture in the absence of government data, added to market uncertainty. ========…
  continue reading
 
Chipotle (CMG) traded near 52-week lows ahead of its earnings report after Wednesday's closing bell. George Tsilis notes the operational efforts the fast casual company is making to ensure it can serve profits for investors, though it won't come without headwinds. ======== Schwab Network ======== Empowering every investor and trader, every market d…
  continue reading
 
Starbucks (SBUX) reports earnings after the close on Wednesday as it faces an uphill battle in a restructuring plan headed by CEO Brian Niccol. Alex Coffey explains how the stock has been "stuck in a rut" and highlights key levels to watch in the chart for a tentative rebound. He notes the increased options activity ahead of earnings and how bears …
  continue reading
 
Following the FOMC's decision to lower interest rates by 25bps, markets turned to the downside on Fed Chair Jerome Powell's hawkish commentary on future rate cuts. Rachel Ziemba says it's hard for the Fed to navigate outlook due to a lack of economic data hitting the wire amid the government shutdown. She explains how the commentary impacts price a…
  continue reading
 
The Federal Reserve has cut interest rates 25 basis points, as widely expected. Art Hogan breaks down the decision, saying it's not about the rate cut itself but about the language used in the Fed statement and what it means for future monetary policy. Hogan notes the Fed is defending its full employment mandate while keeping inflation on pause, bu…
  continue reading
 
John Lonski discusses why the Fed's rate cut may not be enough to ease inflation concerns. Despite a cooler-than-expected CPI print and a deceleration in shelter costs, Lonski believes the market remains nervous about inflation and the long-term outlook for the federal budget deficit. ======== Schwab Network ======== Empowering every investor and t…
  continue reading
 
The Fed cut interest rates by a widely expected 25bps. What wasn't as expected were two dissents from Fed governors. Kevin Hincks explains what makes the development particularly interesting. He also talks about the FOMC's plans to end quantitative tightening and how it offers a lift to the stock market ahead. ======== Schwab Network ======== Empow…
  continue reading
 
Alphabet (GOOGL) reports earnings after Wednesday's closing bell, and LikeFolio's Landon Swan expects the company to show promising numbers when it comes to its software suite. He calls Amazon's (AMZN) AWS "by and far" the biggest cloud player, though his data shows Google Cloud interest increasing where AWS and Microsoft (MSFT) Azure's fell. Strea…
  continue reading
 
When your life depends on getting things your way, collaboration can seem impossible. In times of crisis, gathering evidence, considering others’ needs or listening often give way to fear and urgency. Yet, in the middle of life and death droughts in Chad, Hindou Oumarou Ibrahim - President of the Indigenous Peoples Association, found ways to improv…
  continue reading
 
Boeing's (BA) latest earnings report delivered mixed results. Despite this, the company's defense and global services segments saw growth, with a 10% rise in global services revenue. Ben Tsocanos and Nicholas Owens weigh in on the impact of the charge, the significance of cash generation, and the potential for a turnaround. ======== Schwab Network …
  continue reading
 
In this episode I share three practical questions that can reshape retirement: Who you’ll have lunch with, Who will handle home tasks, and How you’ll get an ice cream cone? The focus shifts from bucket lists to daily life, social health, safety, and mobility, with steps you can act on now. • Why day-to-day design beats bucket lists • Planning socia…
  continue reading
 
Daniel Newman says it will be important to watch how Mag 7 companies are spending on A.I. through earnings like Alphabet (GOOGL), Microsoft (MSFT), and Meta Platforms (META). He's also keeping a close watch on each company's cloud revenue to gauge growth prospects. As for Nvidia (NVDA), Daniel doesn't expect the company to reach projections of $500…
  continue reading
 
TheoTrade's Don Kaufman is bullish when it comes to Tesla (TSLA), pointing to a gamma squeeze he believes can lead to an aggressive run higher. However, he leans bearish on Bank of America (BAC) due to macro headwinds, and on Oracle (ORCL) due to its position in the "center of the A.I. bubble." Don also offers example options trades for each stock …
  continue reading
 
Edison Byzyka discusses market expectations ahead of the Fed's rate cut decision. He believes the market is underestimating the risk of sustained inflation, which could lead to a change in the Fed's rate cut path. He also shares his cautious outlook on bonds, citing the 10-year yield's recent reaction to the last Fed meeting, and instead favors equ…
  continue reading
 
Big Tech will continue to put up big money for A.I. buildout, says Steven Dickens. Even if there's no pickup in CapEx spend from Microsoft (MSFT), Meta Platforms (META), or Alphabet (GOOGL), he expects the spend to remain the same or see little change. As for Alphabet, Steven sees supreme value in the Mag 7 giant's core business and strategic ventu…
  continue reading
 
Today's Charles Schwab Big Picture panel turns to the latter half of Wednesday in Mag 7 earnings and the widely-expected interest rate cut from the Fed. Kathy Jones explains why she'll keep a close eye on dissenting views among Fed governors, as they can lead to difficulties in the rate cutting cycle ahead. Joe Mazzola focuses on Mag 7 earnings aft…
  continue reading
 
Palantir (PLTR), Oracle (ORCL), Eli Lilly (LLY), Uber Technologies (UBER), and even Nokia (NOK) are among the long list of new partnerships Nvidia (NVDA) announced Tuesday at its latest GTC conference. Marley Kayden takes investors through many of these developments that pushed Nvidia's stock past $5 trillion in market cap, the first company in his…
  continue reading
 
Thierry Wizman points to a "raging" stock market and gold's rapid run higher as signals of "financial loosening." On top of sticky inflation and a shaky job market, he makes the case that the FOMC should pave the path for more rate cuts, but Thierry says Fed Chair Jerome Powell needs to do so carefully. ======== Schwab Network ======== Empowering e…
  continue reading
 
Pending home sales came in flat below expectations, though Kevin Green says its still an improvement from the prior print. He adds that an uptick in mortgage applications shows prospective homebuyers are becoming more interested in the housing market. As for the FOMC, Kevin will keep an eye on commentary regarding quantitative tightening and explai…
  continue reading
 
Boeing (BA) reported a miss on Adj. EPS sending shares tumbling after its 3Q report. George Tsilis comments on the aerospace giant's outlook, citing 777x delays and a $636B backlog on its commercial side weighing on shares. Meanwhile, Caterpillar (CAT) surges to all-time highs despite raising forecasted costs from tariffs. George points to the 17% …
  continue reading
 
Kevin Green kicks off the trading day with his eyes overseas. He's watching developments with China ahead of Pres. Trump and Pres. Xi's highly-anticipated meeting, with particular attention to the soybean trade. KG notes positive commentary around a trade deal with South Korea. Domestically, the Fed's decision to cut rates by 25bps is largely antic…
  continue reading
 
Dean Smith believes the Fed has already telegraphed a 25bps rate cut for its October meeting. However, he thinks the central bank is making a mistake. Dean dives into the latest non-farm payrolls data and examines the slowdown in jobs growth as a reason why the Fed's rate cut won't "do anything" to bring those workers back. In terms of the Fed's du…
  continue reading
 
Blake Millard heads to the NYSE to discuss his year-end market views, saying a year-end rally is setting up. He sees some seasonal tailwinds coming into play, saying we're entering the strongest 3-month historical performance for the markets. Blake looks at the credit and bond market, stressing its importance to signaling any economic trouble. His …
  continue reading
 
Kevin Hincks reporting from @cboeglobalmarkets does some quick math that Nvidia's (NVDA) $5 Trillion valuation checks out. He and Nicole Petallides discuss the significant move higher in the A.I. chip leader, including Pres. Trump's mentions of Nvidia chips ahead of meeting with China's Pres. Xi Jinping. Adding to an already jam-packed day, Kevin p…
  continue reading
 
Tom White provides a pair of bullish leaning example options trades for Meta Platforms (META) ahead of earnings. The first trade he demonstrates is a put vertical which is more neutral to bullish in nature. Tom then shows how a call diagonal creates a more "aggressive" and bullish stance for the parent company of Facebook, Instagram and WhatsApp. T…
  continue reading
 
Lawrence Nelson is with the majority of investors in believing a rate cut is coming today. He's looking ahead on the Fed's calendar and will be listening to what the central bank's thinking might be for the December meeting. Lawrence weighs in on the elevated inflation levels above their target, but notes the "tricky spot" for the Fed as labor mark…
  continue reading
 
Ivana Delevska joins Diane King Hall at the NYSE to preview the megacap tech stocks reporting earnings this week. She says A.I. has created a positive setup into this earnings season. For Alphabet (GOOGL), Ivana is watching the metrics on Gemini and believes it's the "best positioned" name in the A.I. trade right now. For Microsoft (MSFT), she want…
  continue reading
 
Following several key partnerships and initiatives after its latest GTC event, Nvidia (NVDA) shares have become a "rocket ship" and are testing a $5 Trillion market cap. Rachel Dashiell examines Nvidia's technical patterns taking shape ahead of Wednesday's open. On the 1-year performance, she points to the $20 range shares were stuck in before brea…
  continue reading
 
What do you actually own when you buy a stock? It's not just paper—it's a legal claim on real assets, real cash flows, and real pricing power. In this episode, we break down why large cap U.S. equities can defend purchasing power in a debasement cycle, and how they fit into a complete portfolio strategy. When inflation runs, the difference between …
  continue reading
 
In this episode, I got to catch up with three amazing Triad members — Gary Hansen, Jaris Hansen, and Josh Cumrine — to break down how they turned a founder-led firm, Retirement Planning Center of the Rockies, into a team-driven business that’s tripled in size over the past three years, now closing in on $40 million of new assets in 2025. Gary start…
  continue reading
 
In this episode, Gideon Korrell explains why protecting intellectual property is crucial for clean energy innovation. He shares real insights on how IP builds trust, attracts investors, and accelerates sustainable progress. Discover how smart legal strategies can turn ideas into lasting impact in the green tech world.…
  continue reading
 
Find the full episode and transcript at YourFutureRealized.com/104. Have you ever led a team and realized—maybe a little too late—that something was off? On the surface, everything looks fine. But people have stopped sharing or pushing back, and the energy… shifts. This happened with a client whose meetings were heavy with silence. And not the kind…
  continue reading
 
PayPal (PYPL) and SoFi Technologies (SOFI) have shown a "tale of two different performances" when it comes to their stock prices, says Noah Hamman. He points to PayPal's struggles in recent months but notes its earnings Tuesday and a partnership with OpenAI as positive catalysts ahead. Ted Rossman gives credit for both companies and their peers for…
  continue reading
 
While most sectors in the SPX closed down, the index still hit new record highs alongside the NDX and $DJI. A lot of strength came from Nvidia (NVDA), which surged to a new all-time high on strong guidance and a slew of new partnerships. A restructured partnership between Microsoft (MSFT) and OpenAI boosted the mega cap company ahead of its earning…
  continue reading
 
Nvidia (NVDA) rallied strong to all-time highs during its GTC conference while Amazon (AMZN) moved higher despite facing a big wave of corporate layoffs. It's not just stock movers that Marley Kayden and Diane King Hall are watching, either. They take a look at the story still under many investors radar: tariffs and President Trump's visit to China…
  continue reading
 
The latest consumer confidence data from the Conference Board shows a 6-month low, and while it may not be as bad as expected, there's still weakness beneath the surface. Yelena Shulyatyeva joins Diane King Hall to break it down. She says the numbers mask a tale of two consumers: those making $200,000+ are driving stock market-fueled optimism, whil…
  continue reading
 
TeraWulf (WULF) tapped highs it hasn't seen since early 2022 after Alphabet (GOOGL) tapped the company for a joint data center venture for Google Cloud. As George Tsilis notes, it's the latest Bitcoin mining company to get tapped for data center buildout and offers TeraWulf a huge boost for its balance sheet. He explains why smaller companies are b…
  continue reading
 
Boeing (BA) reports earnings before Wednesday's opening bell, and Charles Schwab's Ben Watson offers a technical look into the company's trends ahead of the event. He turns to the one-year and three-day chart to show the multiple paths the stock can move in reaction to earnings. Ben also notes "defensive" activity happening in Boeing options. =====…
  continue reading
 
Danny Yeung, CEO and cofounder of Prenetics and IM8. Prenetics is a health sciences company that sells products under the IM8 brand. He talks about David Beckham’s involvement, creating $100M+ in annual recurring revenue for an online only brand, and what they offer to consumers. They distribute their supplements to over 31 countries. He also discu…
  continue reading
 
“No question about it, the market’s ripping.” Jeff Brown is trying to “ride the tide” a little bit, but says it’s also a little confusing. He discusses AI and real estate, with demand for data centers vs where to put them. As a real estate investor, he also covers what lower rates mean, but also shares worries around unemployment and inflation and …
  continue reading
 
Charles Schwab's Kevin Horner takes a closer look into the SPX tapping record highs, urging investors to "moderate" the trend higher after the index bounced off the 50-day SMA. As for stocks Kevin's watching, he points out Broadcom (AVGO) testing another breakout and PepsiCo's (PEP) potential to reach key resistance after recent trading activity fi…
  continue reading
 
Loading …
Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play