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
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A Advisor Podcasts
Schwab Network is brought to you by Charles Schwab Media Productions Company (CSMPC), a subsidiary of The Charles Schwab Corporation and not a financial advisor, registered investment advisor, broker, or futures commission merchant. THE SCHWAB NETWORK SITE, CONTENT, APPS, and RELATED SERVICES, ARE ON AN “AS IS” AND “AS AVAILABLE” BASIS, WITHOUT WARRANTIES. Not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be ...
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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.
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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 ...
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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 ...
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Every week a group of senior pros gather to dig into business advisory strategies, best practices, and client cases. Open to all - join the conversation every Tue @ 0930 ET - link below.
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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 ...
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The Exit Planning Institute© recently released a survey that said 75% of business owners regret selling their business 12-18 months post sale. At Decision Points, we are committed to preparing and inspiring business owners to successfully operate, and one day sell, their business with maximum fulfillment in all aspects of their personal and professional lives. We’re speaking with business leaders, strategic coaches, exited entrepreneurs, mentors, and technical experts sharing their successes ...
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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.
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Your guide to discover what’s next! We help business owners create a roadmap for what’s next while navigating the challenges of growing your business or planning for an exit.
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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 ...
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A financial podcast covering an array of personal finance, investing and life topics. We discuss the fundamentals of investing, health and happiness.
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"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life. Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a m ...
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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.
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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 ...
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“The Trusted Advisor,” powered by the Retail Solutions Providers Association (RSPA), is a content series designed specifically for point of sale resellers and software developers.
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7 Figure Advisor” is the go‑to podcast for driven financial advisors on their seven-figure journey who don’t want to compromise their family or their health. Hosted by Nick Davies, each episode explores the essential pillars of sustainable growth: proven strategies for scaling your business, leadership and team‑building best practices, and operational insights. You’ll also gain the mindset shifts that fuel long‑term success. With practical frameworks, real‑world examples, and actionable tact ...
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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 ...
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Talk Money - A weekly radio broadcast covering financial & economic topics. Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through Cetera Advisor Networks, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Shoemaker Financial is independently owned and operated. 2176 West St, Ste. 100, Germantown, TN 38138
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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 ...
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Advisors don’t need another tool. They need a strategy and a thought partner. The AI-Powered 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 yo ...
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Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. Like the blog, the White Coat Investor Podcast, is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor—or, at least know enough to not get ripped off by a financial advisor! We tackle the hard topics like the best ways to pay off stud ...
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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.
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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.
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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.
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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.
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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.
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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.
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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 ...
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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.
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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!
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M&A Murders & Accusations: The Good the Bad and The Ugly of Selling Your Business
Rick J. Krebs, M&A Advisor, CPA and CEPA
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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 ...
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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 ...
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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 Main Street Business Podcast hosted by Mark J. Kohler with co-host Mat Sorensen discuss complex tax and legal topics like LLCs, corporations, estate planning, raising capital, and retirement planning in an engaging and charismatic way, making it easy for anyone to understand. Mark J. Kohler has done over +10,000 consultations with clients, is a Senior Partner at KKOS Lawyers and CFO/Board Member of Directed IRA Trust Company with $2B+ in managed assets. He’s a best-selling author of six ...
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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 ...
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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 ...
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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.
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Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.
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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 ...
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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 ...
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The Agile Brand with Greg Kihlström®: Expert Mode Marketing Technology, AI, & CX
The Agile Brand
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Expert mode marketing technology, AI, and CX insights from top brands and Martech platforms fill every episode, focusing on what leaders need to know to build customer lifetime value and long-term business value. The Agile Brand with Greg Kihlström® features executives and thought leaders from top brands and tech platforms discussing the industry's trends, like AI adoption, first-party data strategies, artificial intelligence in the consumer journey, consumer data privacy, omnichannel custom ...
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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 ...
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Join College Essay Advisors' Founder and Chief Advisor, Stacey Brook, and Director of Advising, Becca Myers, for the inside scoop on all things college essay-related – from brainstorming tips to real time essay reviews. This is your chance to go behind the scenes at CEA and discover what admissions is really looking for!
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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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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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Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you c ...
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How AI Will Power a New Era of Hyper Growth for Financial Advisors and Wealth Management Firms
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Unlocking Scalable Growth for Financial Advisors with AI In this episode of the Modern Financial Advisor podcast, host Mike Langford is joined by Ian Karnell, who introduces his new company, VastAdvisor, and discusses how it aims to radically transform organic growth for financial advisors and wealth management enterprises. Ian delves into the powe…
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Medicare Planning: Industry Experts' Guide to Confident Coverage
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Ready to get your free Retire Wyze assessment? Start here: https://wyzewealthadvisors.com/free-retirement-assessment/ Medicare can be one of the most complex aspects of retirement planning. With multiple parts, coverage gaps, enrollment windows, and potential penalties, it’s no wonder many retirees feel overwhelmed when navigating the system. On to…
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Our firm: https://www.elcadvisors.com/ Here are eight key questions to ask a financial advisor to ensure they’re the right fit and can help you achieve your financial goals: What are your qualifications and credentials? How do you get paid? Are you a fiduciary? What is your investment philosophy? How will you help me achieve my specific financial g…
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Pachman: All Labor Sectors Except Healthcare in Recession, ‘Structural Tornado’ Coming
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Eric Pachman breaks down the August jobs report. He notes that healthcare and social services are only 17% of jobs in the U.S. but is disproportionately growing new jobs in the U.S. labor market. The rest of sectors, he says, are flashing recession signals. He doesn’t even think a 50 basis point rate cut can fix things, citing Powell’s comments tha…
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Ep 228: Brad Bowman and Ryan Brobst on “Axis” Military Cooperation
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Brad Bowman and Ryan Brobst, senior and deputy directors of the Center on Military and Political Power at FDD, join the show to discuss the military relationships between America’s major antagonists. ▪️ Times • 01:47 Introduction • 02:40 Axis cooperation • 08:02 Interoperability • 11:19 Fighting all three • 14:49 Potential • 20:57 The arsenal • 26:…
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Episode 36 of Trip Tales by Nicole Marie: Join me as I share 10 reasons why you may want to choose a Disney cruise! Disney Cruise Line truly is the most magical! Check out the link to my blog below so you can see pictures and hyperlinks with additional information to go along with this episode! Wanting to make your own vacation dreams a reality? I …
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“Social Security- Are There Any Upcoming Changes?” “Scams Begin Out of the Blue: Scam School,” and “More Answers to Your Questions”
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Talk Money with Jim Shoemaker Join as Jim Shoemaker, Kurt Czarnowski, and Scott Jordan as they answer your questions about “Social Security – Are There Any Upcoming Changes?” Daniel Irwin investigates how “Scams Begin Out of the Blue: Scam School.” You will learn how to protect yourself and your family. "Helping You Make the Most of Your Money” Jim…
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As the fall football season kicks into full swing, DraftKings (DKNG) shares are hovering below 6-month highs. George Tsilis examines the online sports wagering company. He provides a full overview of its competitive landscape, including Flutter's (FLUT) FanDuel as well as traditional brick-and-mortar casino stocks like MGM Resorts (MGM) and Penn En…
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Stock Market This Week: GOOGL Keeps Chrome, AVGO Earnings & OpenAI Rally, LULU 5-Year Low
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Most indices closed higher even as seasonal volatility kicked off September trading. Alphabet (GOOGL) closed as one of the SPX's biggest winners, rallying 10% after a U.S. district court judge rules the company can keep its Google Chrome browser. Broadcom (AVGO) jumped on strong earnings and guidance — along with reports that it inked a $10 billion…
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Tariff Troubles: Supreme Court Decision Could Impact LULU & Other Margins
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Andrew Wang discusses the potential for the Supreme Court to weigh in on the Trump administration's authority to impose tariffs. With a federal appeals court striking down the majority of President Trump's tariffs, Wang believes the decision could set a precedent on economic power between the President and Congress. He notes that 40% of CFOs cite t…
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Overlooked Stock: CRDO at All-Time High, Defines Role in A.I. Race
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George Tsilis turns to a stock many don't realize is important to the A.I. race: Credo Technology (CRDO). He talks about the company's ties to hyperscalers and how earnings bolster the company's future positioning. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - ht…
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Nonfarm Payrolls "Confirms" Slowing Labor Market, Solidifies September Rate Cut
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Charles Schwab's Cooper Howard says Friday's nonfarm payrolls report confirms a lot of speculation surrounding a slower labor market. He adds that June's report being revised down only adds to the weakness narrative. Cooper expects the FOMC to cut 25bps on interest rates in September but says he'll be "surprised" to see 50bps based on where inflati…
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Commodities Rally: Gold Shines Amid Weak Jobs Report & Fed Rate Cut Speculation
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Phillip Streible examines the commodities market following a weak jobs report that sent 10-year Treasury yields to a low not seen since April. He discusses the potential for a 50 basis point interest rate cut at the Federal Reserve's September meeting and its impact on gold prices, which have rallied to record highs. He also weighs in on the likeli…
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SPX Consolidation & Tech Bull Flag: What to Watch Next Week
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Early turbulence on Friday led to consolidation throughout the rest of the day in the SPX. Kevin Green goes deeper into the technicals through the one-year weekly chart in SPX futures, highlighting how continuing consolidation can flash bearish signals ahead. On tech, Kevin turns to the sector's SPDR ETF (XLK) and shows how a bearish MACD cross can…
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Jobs Report Disappoints, but Labor Market Shows Resilience
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Despite a lackluster jobs report, Jordan Shapiro sees reasons to be optimistic about the U.S. labor market. He attributes job losses in manufacturing, government, and other sectors to cyclical factors rather than sector-specific challenges. Shapiro also notes that the long-term unemployed number is a concern, but sees it as a sign of a shifting lab…
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Fed Rate Cut Likely: Quality Bonds and International Equities in Focus
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Jason Blackwell shares his insights on the Federal Reserve's potential rate cut. Blackwell believes a 25 basis point cut is more likely than 50 basis points, as the Fed aims to balance both sides of its mandate. He thinks the labor market is softer but not falling out of bed, and expects a recovery due to seasonality and hiring. He suggests investo…
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Patrick Mueller and Amy Glaser give their takeaways from the jobs report. Patrick thinks that jobs will begin to uptick from here. Amy agrees and is “gearing up for the September surge,” looking at pulled-forward seasonal hiring. Patrick doesn’t give “much credence” to the idea that the shift in employment is a structural change rather than cyclica…
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HIVE CEO on Growth Through Bitcoin Mining, NVDA Partnership
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Aydin Kilic, CEO of HIVE Digital (HIVE), talks about how his company has quadrupled revenue over the past year. He credits the company's expansion from mining 6 Bitcoin a day to 9 -- which he says translates to $1 million daily revenue for HIVE. Aydin expects that number to grow into the fall and sees room to run when it comes to a re-rating of the…
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#592 The 10 Biggest LLC Mistakes (And How to Avoid Them!)
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Why risk your business and hard-earned money with the wrong setup when you could be protecting yourself and saving on taxes? In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down the critical steps every small business owner and new LLC owner must take to avoid costly mistakes. From choosing the right entit…
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Energy's Bull Case Lies in Massive Electrical Demand for A.I.
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"Electricity will run the economy moving forward," says Rob Thummel, who sees a 75% increase in electricity demand from now through 2050. A.I. lies at the center of that exponential demand, and Rob believes the U.S. needs to invest more in electricity producers and infrastructure to maintain A.I. leadership. He talks about how companies like Conste…
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‘Get Granular’ to Find Value: BMY, MCK, WHR & More
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John Buckingham takes the value-oriented approach, and he “likes what he’s seen” for those assets this week. “Investors should really focus on the long haul” right now, he advises, noting that there are attractive opportunities within the market despite the broad indices making all-time highs. He likes Bristol-Myers Squibb (BMY), Merck (MCK) in pha…
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Cloud Acceleration Optimal for ORCL Post-Earnings Rally
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After Oracle (ORCL) rallied almost 40% so far in 2025, Marley Kayden points to high expectations for the stock to continue its impressive rally. Growth acceleration in cloud is what she considers to be the main metric for investors to watch for to justify the rally in shares. Marley later turns to analyst commentary and explains why they lean vastl…
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NFLX Momentum Slows, Ads & A.I. Leverage to Increase Volume on Growth Story
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More people are using streaming as their primary way to watch TV now more than ever. LikeFolio's data shows year-over-year visits to Netflix (NFLX) have slowed, however, Megan Brantley expects a reacceleration. She points to a "still early" monetization phase advertising and A.I. leverage as pivotal turning points ahead for the streaming giant. ===…
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Labor Market is Still ‘Fundamentally Tight’ But Fed Will Start Cutting to 3%
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“The data’s just not strong,” Steven Ricchiuto says of the August jobs report, meaning the Fed has “cleared the last hurdle” before a rate cut. Now the question is how fast they cut, Steven says, and thinks they’ll move to 3%. Overall, though, Steven still sees “good income growth” for workers. He thinks the labor market is still “fundamentally tig…
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StocksToTrade's Tim Bohen talks about the potential he still sees in three stocks that saw aggressive breakouts this week. He explains how American Eagle Outfitters' (AEO) Sydney Sweeney campaign can propel the stock further by pointing to a parallel in Peloton (PTON). Tim says a Broadcom (AVGO) pullback back to previous breakout levels will be an …
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Bianco: Fixed Income Should be a Bigger Part of Your Portfolio
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Joanne Bianco’s top recommendations are in corporate bonds. She thinks fixed income should play a bigger part in investors’ portfolios and highlights her firm BondBloxx’s Fixed Income ETFs. She argues that bond ETFs are “easier” for investors and particularly likes BBB-rated corporate assets, or even CCC. She also talks tax strategy around fixed in…
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"What's Not to Like" on AVGO Earnings? "Viable" Candidate for Mag 7
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John Freeman says Broadcom's (AVGO) earnings was nothing short of "impressive." While he would like to see more details on the company's chips it plans to make for OpenAI, he says the earnings alone show momentum is not slowing for the A.I. giant. Ron Westfall adds that a growing accessible market for A.I. and growth prospects on the software end t…
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BA 'Can't Afford' More Setbacks Amid Plans to Replace Striking Workers
8:34
8:34
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8:34
Reports say Boeing (BA) plans to replace the 3,200 workers on strike at its St. Louis plant. Marley Kayden notes that Boeing believes the strike itself will have little impact on its operation, though she adds the company "can't afford" any more setbacks. Dan Deming offers an example options trade for the planemaker stock. ======== Schwab Network =…
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Swartz: 'Rare Opportunity' in LULU Sell-Off, Setting Up 2026 Story
12:27
12:27
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12:27
David Swartz believes Lululemon (LULU) stands as a high-quality company despite Friday's steep sell-off. While new products have underwhelmed amid company turnover, David sees management noting investor concerns and will set the company up for a 2026 turnaround story. He considers the current stock price a "rare opportunity" to invest. Tom White of…
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ASML "Inflection Point," DOCU Higher on Earnings, COST Net Sales Jump
8:56
8:56
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8:56
Docusign (DOCU) moved higher after posting and earnings beat and doubling down on A.I. advancements. ASML Holding (ASML) is reaching an "inflection point" according to UBS's latest upgrade. Costco (COST) net sales jumped 9% and gave a boost to the stock. Diane King Hall shares what's behind these stock movers Friday morning. ======== Schwab Network…
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Clark: Increase Small & Mid Cap Exposure, Healthcare ‘Contrarian Play’
9:45
9:45
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9:45
The jobs report was “lighter than expected,” says Brandon Clark, meaning the Fed is “very likely” to cut rates this month, but probably only 25 basis points. He expects another cut before the end of the year as well. Brandon thinks investors should still be overweight large caps but start getting more exposure to small and mid caps. His “contrarian…
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A.I. Chip Rotation, 10-Year Yield Breakdown & KRE Breakout Attempt
6:07
6:07
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6:07
Nvidia (NVDA) is down and AMD Inc. (AMD) is selling off as Broadcom (AVGO) builds up a strong rally on the back of its OpenAI deal. Kevin Green offers technical insight into the rotation in semiconductors and its impact on the A.I. trade. In treasuries, he shows the breakdown happening in 10-year yields after the latest jobs report came in weaker t…
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AVGO Soars on OpenAI Chip Deal, TSLA's $1T Pay Package for Musk
6:41
6:41
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6:41
Broadcom (AVGO) was initially lower after its earnings, until it announced a $10 billion chip order deal with OpenAI. As Alex Coffey explains, the custom chip developer will create semiconductors for the ChatGPT parent. Nvidia (NVDA) moved lower on the announcement. Alex makes the case that is shows, "what is good for one company may no longer be g…
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Jobs Rise Less Than Expected, "Number 1 Data Point of the Month"
10:13
10:13
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Kevin Hincks dives into the August non-farm payrolls report which came in below estimates and revealed only 22k added jobs last month. Kevin says this now turns the focus to interest rates after it continues a trend of weak employment data this week including JOLTS and Jobless Claims. He adds the revisions to June and July painted slightly differen…
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Options Corner: TSLA's New Pay Package for Elon?
6:33
6:33
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6:33
Elon Musk reportedly received a new pay package offering from Tesla (TSLA) that could be worth $1 TRILLION. Tom White discusses the technical patterns taking shape for the EV maker. He looks back to the 2018 levels (far below current prices) to demonstrate the longer-term upward move in shares, before turning to a 1-year chart that illustrates the …
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Brusuelas on Jobs Report: "We're Going to Get the Cut"
9:00
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9:00
RSM's Joe Brusuelas sits with Diane King Hall at the NYSE to react live to the August jobs data. He believes that digging down into the data that "bad news on Main Street is good news on Wall Street" as investors anticipate a rate cut from the Federal Reserve. He says his model doesn't show a cut, but he believes the Fed will deliver a cut in the S…
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1
Private Market vs Public Market Investing: What's Similar and What's Different
4:25
4:25
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4:25
Matt Malone joins Diane King Hall to discuss the state of private markets. He says "there's a ton of activity" in the private sphere, and that companies are taking longer to potentially go public. He says data is difficult to process and access in the private markets, but says A.I. is helping investors get a better look. He compares and contrasts t…
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Boeing (BA) shares have "seen a strong uptrend" says Rachel Dashiell. She points to the technical upside move in the aerospace giant, but notes the recent trading range forming a tighter pattern between $220 and $240. Rachel zooms out on the 5-year timeframe to show the rebound from 2022-lows. "A lot of chop," she adds, with upward resistance above…
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BLS Data Issues Add Uncertainty Ahead of Jobs Report
6:59
6:59
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6:59
Stocks are near new highs as investors await the August jobs report. With the S&P 500 (SPX) sitting above 6500, Kevin Green says a strong print could trigger more buying but a miss could lead to a volatile reaction. Adding uncertainty to the mix: BLS reporting technical issues with its data retrieval tools. Later, KG looks at Broadcom (AVGO) after …
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303: Ditch the 24/7 Cell Phone Hotline: Smarter Client Access, Happier You
6:59
6:59
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I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! In this episode, we dive into the importance of setting healthy boundaries around your cell phone as a financial advisor 📱. Many advisors start thei…
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How to Win at The Front Counter for Service Advisors
22:35
22:35
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22:35
Thanks to our sponsor WorldPac and the WorldPac Training Institute (WTI)! TOUCH HERE for the latest in auto parts distribution and HERE to explore training programs that can take your career to the next level. In this episode, Michael Doherty dives into the mindset shift required for service advisors to truly make a difference beyond just processin…
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In this encore episode, Matt and Micah sit down to discuss how to be winners with systems not losers with goals. As provocative as that may sound, it is the mindset you need to adopt in order to succeed. Listen in as the guys explain how to make necessary changes in the new year, as well as the importance of holding yourself accountable. You’ll lea…
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#729: The mindset shift needed for AI integration success with Rafael Flores, Treasure Data
29:12
29:12
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Is the hype around AI in marketing justified, or are we setting ourselves up for another "tech bubble" disappointment? Agility requires not only embracing new technologies like AI, but also a fundamental shift in mindset, processes, and even organizational structure. It demands a willingness to experiment, learn, and adapt quickly to the ever-chang…
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Stock Market Today: AVGO Earnings, AMZN Project Kuiper Rally, HPE Ticks Higher
1:53
1:53
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All indices closed in the green for the first time this week. Amazon (AMZN) led a lot of the strength after it reached a deal with JetBlue (JBLU) for the airline to use Project Kuiper starting in 2027. HP Enterprise (HPE) gained but not at its strong session despite posting record 2Q revenue. After hours, Broadcom (AVGO) posted a beat across all me…
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LULU Tumbles Post-Earnings: Analysts Eye Holiday Outlook and China Growth
4:22
4:22
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Lululemon (LULU) shares tumbled post-earnings despite a strong showing from international sales. John Harmon attributes the decline to weakness in the U.S., where the athletic apparel retailer's seasonal color sales underperformed. Harmon notes that while tariffs may have contributed to the earnings miss, they're not the primary driver of LulU's is…
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Trading for Broadcom (AVGO) was volatile after hours following beats across the board and impressive guidance. George Tsilis says the biggest culprit behind the lackluster upside response in shares was due to valuation. He and Marley Kayden dive deeper into the report to explain what the report means for the A.I. trade ahead. ======== Schwab Networ…
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"Odd Dynamics" for FOMC: Vacant Seat, Lisa Cook Remain Biggest Question Marks
6:33
6:33
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We're less than two weeks before the Fed's September meeting and we still don't know who will fill the currently empty seat. Charles Schwab's Mike Townsend believes Stephen Miran has the best shot at the short-term position, though it creates "odd dynamics" surrounding the interest rate conversation. Additionally, Mike talks about how the clash bet…
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An ETF of ETFs: TOT Aims to Track Broad Market and ‘Reduce Tax Drag’
5:30
5:30
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Sofia Massie, CEO of LionShares, brings the case for their debut actively managed ETF, TOT. It tracks the broad market but “reduces tax drag” by aiming to pay “no dividends.” Sofia discusses the founding story and the fund’s top holdings, which are all ETFs themselves. ======== Schwab Network ======== Empowering every investor and trader, every mar…
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Bullish SPX Ahead of Nonfarm Payrolls, Examining Breadth & Put/Call Ratio
5:53
5:53
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5:53
Higher lows and higher highs in the SPX reinforced bullish momentum for the index. That, paired with strong market breadth, makes it harder for bears for knock the market down, according to Kevin Green. He takes a closer look at the SPX put-to-call ratio and the one-standard deviation move that shows "extreme" momentum heading into Friday's nonfarm…
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Knapp: Inflation not a ‘Big Risk’ but Unemployment Rate is Higher than Shown
9:12
9:12
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Barry Knapp gives his takeaways from today’s services data. He doesn’t think inflation is a “big risk” here, arguing that monetary policy and government spending are now headwinds for it. He thinks the BLS unemployment rate should be higher because he doesn’t think it counts immigrant labor or small businesses correctly. Barry calls for a potential…
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