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News, planning insight, and forward thought on the economy, markets, and wealth management.
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Modern Wealth Management presents America's Wealth Management Show with Dean Barber and Bud Kasper. Dean and his guests, America's leaders in the financial industry, have made it their missions to show everyone how to grow, keep, and leave their money. Since 2003, Dean Barber and Bud Kasper have co-hosted America’s Wealth Management Show. Their radio show has informed and educated retirees and those nearing retirement on what life is like after your working career ends. Investment advisory s ...
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Join the members of the Annex Wealth Management Investment Team as they discuss the Strengths, Weaknesses, Opportunities, and Threats in the markets and economy.
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The Annex Wealth Management Show in SWFL airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.
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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 Dentist Money Show | Financial Planning & Wealth Management
Dentist Advisors - Financial Planning and Investment Management
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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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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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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At Everlake we build strong, long-term relationships with a core group of clients. We aspire to be the trusted wealth advisors to individuals, families, and businesses, guiding them towards financial security and fulfilment of their ambitions. Operating in an ethical and sustainable manner, and putting the interest of our clients first, our objective is to develop the future of financial planning in Ireland, setting the benchmark for integrity, innovation, and expertise. When you listen to t ...
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香港資産運用アドバイザー、AMG日本デスクのポッドキャスト。普段のアドバイザー同士の会話をちょっとだけ公開。
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America's Wealth Management
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Welcome to the Minority Wealth Management podcast!
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Welcome to Modern Wealth Management by Monon Wealth, where we tackle pertinent financial topics to help better position you and your business for success. Listen as Darrick Hutchens and Ray Kramer, Managing Partners of Monon Wealth Management, tap into four decades worth of experience in the financial sector and unpack their strategies for today's level of modern wealth management. So, sit back, relax, and enjoy enlightening conversations that highlight an array of financial questions and to ...
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Learn the strategies and techniques used by the ultra-wealthy to maximize their wealth. In this podcast, Dave Alison and the team at Alison Wealth will discuss relevant topics to help you build, grow, and protect your wealth. About The Host: Dave Alison, CFP®, EA, BPC is a nationally recognized advisor with a passion to make clients’ financial lives easier through integrated holistic wealth management. His professional capabilities to engineer advanced financial, tax, investment, insurance a ...
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Galvez Wealth Management LLC discuss real estate, finance, life lessons and every now and then some shenanigans.
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Kevin Bruce, CFA, CFP® looks at the world of personal finance, investing and retirement planning from a biblical perspective and provides education and opinion.
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A discussion of market conditions and investment strategy.
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Hampstead Wealth Management was established to provide the very best, fee-based advice. Our aim is to help our clients understand and make the most of their finances, which may be by achieving specific objectives or through more general management and guidance. Subscribe to our podcast channel to receive all of our latest updates! www.hampsteadwealth.co.uk
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WindRock Wealth Management is an independent investment management firm founded on the belief that investment success in today’s increasingly uncertain world requires a focus on the macroeconomic “big picture” combined with an entrepreneurial mindset to seize on unique investment opportunities. We serve as the trusted voice to a select group of high net worth individuals, family offices, foundations and retirement plans.
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Welcome to The Plum Pointe Wealth Management Podcast Series, where we simplify and navigate today's financial complexities to create a better world for our clients. Join Brian Dunckley, President and Founder of Plum Pointe Wealth Management, each episode as we discuss some of the most pressing topics facing business owners in today's financial climate. With a background in science, prior to becoming a wealth manager, Brian helps family stewards prepare for the future in a complicated world, ...
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Overview: In this podcast, we will be interviewing a variety of business professionals. We hope to get a variety of viewpoints, insights, and bits of information that other business owners and professionals can utilize. Disclosures: Securities and Investment Advisory Services offered through Osaic Wealth Member FINRA, SIPC, and Registered Investment Advisor. Insurance offered through CUI Wealth Management. CUI Wealth Management, LLC and Osaic Wealth are not affiliated entities. Insurance lic ...
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#583: Listener Q&R #8 - Tracking Spending, Emergency Funds, Roth vs. Traditional 401(k)
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How do you track your spending? What is the best way to build an emergency fund? Which is better, Roth or Traditional 401k contributions? On this listener Q&R (Question and Response) episode of the Dentist Money Show, Matt and Ryan answer part two of the financial questions posed by attendees at the Productive Dentist Academy conference. Book a fre…
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Lessons From A Former Investment Banker
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58:58
Join us for a fascinating conversation with Kim Arthur, founding partner at Main Management, as he unpacks the nuances of financial markets and investment strategies. Gain insights into how market sentiment and expectations can lead to post-election surprises, as well as the cultural transitions within financial organizations, like the changes he s…
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Horizontal Expansion and Vertical Integration: LPL’s Journey to $1.6 Trillion in Assets
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Tune in for a bit of a different episode, where we talk to several leaders from LPL Financial Holdings about how they went from $600 billion to $1.6 trillion AUM since 2019. Join us as we discuss training the next generation of advisors, building top-notch technology, enabling advisor growth and much more. In this episode, we’re joined by Marc Cohe…
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'Boring' is becoming the new 'interesting'
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Special Guest: Brian Kersmanc - Portfolio Manager - GQG PartnersAnnex Wealth Management
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Sunday, November 17th. The Trump Bump Continues.
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Revenge spending is no longer really a thing, but there could be some relief spending to help growth. Dave Spano and Brian Jacobsen present our Week-in-Review. Branch Director Robert Chastain shares some thoughts on behavioral finance. We'll also examine mistakes we make during each decade of our lives and how to prevent them.…
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Saturday, November 16th. Policy coming into focus.
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President-elect Trump is building out his cabinet while making day-one priorities clearer. Dave Spano and Brian Jacobsen present our Week-in-Review. As earnings season winds down, what are we seeing and are there any trends?Annex Wealth Management
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Fear of Money (Introducing Everlake Episode 3)
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If money was tight growing up, you probably have a script running in your brain that sabotages good financial decisions! On this episode Marc Westlake and John McNicolas explore some of those scripts, and how to upgrade your thinking about money, starting with tax. --- Thanks so much for listening to this episode of the Everlake podcast! If you'd l…
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Fixed Income Explained
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On this episode of Your Life Simplified, Daniel Sharkey, senior wealth advisor, is joined by Sandy Pourcillie, head of fixed income. They unpack common misconceptions of fixed income and bonds, strategies and how you may want to think about them as part of your portfolio.Mariner
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2025 Tax Brackets & Contribution LImits
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2025 Tax Brackets & Contribution Limits Get your journey off to a great start with our financial resources: https://bit.ly/4fEkqch Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3UF6dn6 Meet with Us: https://bit.ly/3AHyVwO Tax Rates Sunset …
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Wealth Management Invest: Breaking Down Semi-Liquid Funds with StepStone’s Bob Long
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In this episode of the Wealth Management Invest podcast, host David Bodamer sits down with Bob Long, CEO and partner of StepStone Private Wealth, to explore StepStone’s approach to developing private market investments for the wealth channel. Long discusses why Stepstone has opted for evergreen funds—semi-liquid, continuously invested structures ra…
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TL;DR - Too Long; Didn't Read - "How Misunderstanding Taxes Could Cost You $10K or More" In our new TL;DR series episode, Jake reads his article where he explains how misunderstanding taxes can lead to costly mistakes. Jake emphasizes that it is better to make informed choices about income and expenses rather than letting tax concerns drive decisio…
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#581: Two Cents 11/16 - Weekly Economic Update; Salary in Bitcoin; Global Inflation vs. Election Results
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39:36
Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Will, and Rabih discuss the current state of the market following a significant week of volatility. They analyze various economic indicators, including inflation rates and employment claims, and how these factors influence…
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Planning Essentials (Introducing Everlake Episode 4)
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The most common question we get from clients is: should I leave my pension invested at retirement? Or should I consider an annuity? On this episode, Marc Westlake and John McNicolas address that question and discuss other financial planning essentials. --- Thanks so much for listening to this episode of the Everlake podcast! If you'd like to work w…
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Making Good Decisions (Introducting Everlake Episode 2)
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To make good financial decisions, you first need to be what is called 'financially literate'. Fortunately, financial literacy isn't as hard as it might seem! Listen in as Marc Westlake and John McNicolas discuss why on this episode. --- Thanks so much for listening to this episode of the Everlake podcast! If you'd like to work with us, head to http…
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Trust and Transparency (Introducing Everlake Episode 5)
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Trust is a big issue in the financial sector. The fact is, if you don't trust your advisor, you won't act on the advice. Even worse, Ireland is perhaps the most difficult jurisdiction on the planet to invest your life savings! Listen in as John McNicolas and Marc Westlake discuss the issue of trust. --- Thanks so much for listening to this episode …
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Speaking Plainly (Introducing Everlake Episode 1)
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Welcome to the Everlake podcast! On this first episode, Marc Westlake and John McNicolas discuss the complexity of the financial system, and the importance of clear communication and understanding. As this is the first episode, they also share our own stories of how they got into the murky world of finance. Enjoy! --- Thanks so much for listening t…
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#580: “The Soul of Wealth”: Insights on Health, Happiness, & Success with Daniel Crosby
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On this episode of the Dentist Money Show, Daniel Crosby, Ph.D. joins Matt to discuss his latest book The Soul of Wealth. Daniel shares his transformative journey from personal wellness struggles to developing insights on wealth and happiness. He discusses the importance of understanding one's values, the societal pressures that prioritize wealth o…
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Hiring A Property Manager: Do's And Don'ts With Trent Collins
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In this episode, property management expert Trent Collins reveals the essential strategies for turning your real estate investments into reliable passive income streams. With over two decades of experience, Trent breaks down how effective communication and solid reporting can transform your investment approach. We dive deep into the often-overlooke…
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Tax Cut Trump or Tariff War Trump?
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Markets elect to rally but ballet box bond blues are a weakness. Campaigning for change presents opportunity but polling pressures trade and inflation create threats.Annex Wealth Management
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Sunday, November 10th. Post-election reaction.
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What's in store now that the election is over? Members of our Investment, Retirement, Tax, and Estate Planning teams discuss what we could see in the months and years ahead.Annex Wealth Management
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Saturday, November 9th. The post-election show.
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What might happen now that the election has concluded? Our Investment, Retirement, Tax, and Estate Planning teams share their views.Annex Wealth Management
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#579: Two Cents 11/9 - Vibe-cessions and Consumer Disconnect; Weekly Market Update Post-Election Edition
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt and Rabih analyze a term coined by finance influencers and why it has major implications on the results of the election. They also dive into the economy's reaction along with Powell's press conference about Q4 for 2024. Fin…
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Welcome to the Everlake podcast! At Everlake we build strong, long-term relationships with a core group of clients. We aspire to be the trusted wealth advisors to individuals, families, and businesses, guiding them towards financial security and fulfilment of their ambitions. Operating in an ethical and sustainable manner, and putting the interest …
…
continue reading
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Reviewing 2024 Markets & Looking Toward 2025
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Reviewing 2024 Markets & Looking Toward 2025 Get your journey off to a great start with our financial resources: https://bit.ly/3ChZKIv Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/40BZyy6 Meet with Us: https://bit.ly/40xpc73 Examining Mu…
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#578: Listener Q&R #7 - 401k Options, Managing Debt, Mortgage Payments
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What is the best way to plan for the next five years with the recession we are facing? What is the best 401k option? How do I manage debt? How to reduce monthly mortgage without refinancing? On this listener Q&R (Question and Response) episode of the Dentist Money Show, Matt and Ryan answer financial questions posed by attendees at the Productive D…
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Reverse Mortgages To Create Wealth? With Chantry Abbott
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Curious about reverse mortgages and how they can reshape your retirement? Join us in this eye-opening episode featuring Chantry Abbott, a leading mortgage loan officer from Guild Mortgage! We’re diving deep into the evolution of reverse mortgages—from their controversial beginnings to their current status as secure, regulated financial tools. What …
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Pathstone’s Mission to Become the Nation’s Largest Fiduciary for the Ultra Wealthy
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What does it take to become the first national brand for a fiduciary family office? Our guests in this episode feel like they’re on track to make it happen in the next five years! Join us as we explore Pathstone’s journey from single family office to 23 locations, 750 team members, and $100 billion in assets under advisement and administration. In …
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TL;DR - Too Long; Didn't Read - "Why Credit Card Rewards Matter and How to Use Them" In our new TL;DR series episode, Taylor reads his article where he discusses his passion for credit cards. He explains the importance of credit card rewards for maximizing financial benefits. Taylor provides tips on selecting the right rewards program and manage cr…
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Good goods growth so far for a strength while valuations pose a weakness. There is opportunity with Election Day on the doorstep but election angst is a threat.Annex Wealth Management
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Savings Goals for Retirement
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Savings Goals for Retirement Get your journey off to a great start with our financial resources: https://bit.ly/3YpIRTO Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3Yt4YIR Meet with Us: https://bit.ly/3C64Png Fidelity on Savings By Age: …
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Sunday, November 3rd. Earnings season: When good isn't good enough.
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Meta and MSFT--supply constrained, big spending, still not enough return on AI investment. Apple: China's a drag. Upgrade cycle is a little slow. Earnings are pouring in, so Dave Spano and Brian Jacobsen review what's happening during our Week-in-Review. More of our clients are interested in 'phasing into' retirement. How do you do that and what ty…
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Saturday, November 2nd. Bad, but distorted.
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An absolute clunker of a jobs report landed Friday. Was it really that bad? Dave Spano and Brian Jacobsen discuss during our Week-in-Review. HENRY's are High Earners Not Rich Yet. Ryan Van Blarcom of Annex Ignite covers their challenges and opportunities.Annex Wealth Management
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#576: Two Cents 11/2 - Economic Indicators; New 2025 Tax Limits; The Cost of the American Dream
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Jake, and Rabih analyze October's new economic data including the jobs report, GDP growth, consumer spending, and inflation. They review the IRS' 2025 retirement plan contribution limits and tax brackets. Finally, they rev…
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Scary Financial Mistakes to Avoid
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Do these financial mistakes have you spooked? They don't have to. Whitney Reagan, wealth advisor, and Daniel Sharkey, senior wealth advisor, share four scenarios that often scare people and strategies to overcome that fear. From investing to required minimum distributions, we simplify these common scary financial situations. They also share three t…
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Financial Advisors React to Money Horror Stories
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Financial Advisors React to Money Horror Stories Get your journey off to a great start with our financial resources: https://bit.ly/3Awohca Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3YHEi8E Meet with Us: https://bit.ly/4fpc7kb Caleb Ha…
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#575: Navigating Dental Marketing: Insights from Pain-Free Dental Marketing
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On this episode of the Dentist Money Show, Eric Hubbard and Andre Santos from Pain-Free Dental Marketing join Ryan to talk about their journey in the dental marketing industry. They discuss the challenges of marketing for dental practices, the importance of authenticity, and understanding patient needs.They review current marketing trends, how to t…
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Financial Freedom Through Real Estate & Financial Literacy
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Christian Duncan is a successful entrepreneur, real estate investor, and mortgage professional. He became a multimillionaire by the age of 38, building a diverse portfolio of businesses, including Epic Home Mortgage and Elite Capital Investments, LLC. Passionate about empowering others, Christian is dedicated to financial education, helping familie…
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The Halloween Episode
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Strength: The undead dollar. Weakness: Rates Ding Dong Ditch it. Opportunities: Bobbing for duration. Threat: Phantom Market Movement.Annex Wealth Management
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Forced into Retirement? Consider These 7 Strategies
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Forced into Retirement? Consider These 7 Strategies Get your journey off to a great start with our financial resources: Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 8 Money Problems and How to Address Them: https://youtu.be/xvM1X995bmQ The Sandwich Generation: https://youtu.be/zH…
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Sunday, October 27th. Hard data differs from soft.
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Earnings stories. Remember the "Dow Theory" with transports being a leading indicator? Dave Spano and Brian Jacobsen present our Week-in-Review. Robert Chastain shares a few nuggets of wisdom from Warren Buffet. What are Passion Assets and why do they matter?Annex Wealth Management
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Saturday, October 26th. The Beige Flag.
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The latest Beige Book dropped. On balance, economic activity was little changed in nearly all Districts since early September. Most districts reported declining manufacturing activity. Dave Spano and Brian Jacobsen present our Week-in-Review. Also, learn more about how the wealthy tend to fly under the radar.…
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