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News, planning insight, and forward thought on the economy, markets, and wealth management.
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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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Helping people change the trajectories of their lives through establishing, growing, maintaining, or protecting wealth as a fiduciary. For educational and entertainment purposes only. Please consult your own financial advisor or other professionals directly. DISCLAIMER: https://www.scfsecurities.com/disc/branden-du-charme/
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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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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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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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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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Galvez Wealth Management LLC discuss real estate, finance, life lessons and every now and then some shenanigans.
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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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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 Woodbury Financial Services, Inc. Member FINRA, SIPC, and Registered Investment Advisor. Insurance offered through CUI Wealth Management. CUI Wealth Management, LLC and Woodbury Financial Services, Inc. ...
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#565: Your Portfolio Doesn’t Care That It’s An Election Year
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Investors often wonder how presidential political outcomes will affect their portfolios. On this episode of the Dentist Money Show, Matt and Rabih dive into the common myths surrounding investing during an election year. They break down three widely believed misconceptions, explain the unpredictable nature of market reactions, and explore why polit…
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Age-Proof Homes: Making Aging At Home Comfortable & Safe
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Are you prepared to safeguard the well-being and independence of your aging loved ones? Join us as we sit down with Blake Watson, the visionary behind Age Proof Homes, who pivoted from a successful financial career to become a champion for aging in place. Blake shares his compelling journey and details the vital importance of adapting homes to ensu…
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Wealth Management INVEST: Trends in Advisor Portfolio Construction
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David Bodamer of WealthManagement.com sits down with Mike Scarsciotti, SVP and Head of Investment Specialists at Fidelity Investments, to discuss the changing dynamics of portfolio construction. Fidelity draws insights from analyzing 12,000 portfolios. Their conversation covers significant trends, including the growing popularity of ETFs, the resur…
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China gooses its economy while US consumers aren't feeling confident. There was a big cut but little pain, possibly because easing might have been too little, too late.Par Annex Wealth Management
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Mega Backdoor Roth Strategy
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Mega Backdoor Roth Strategy Get your journey off to a great start with our financial resources: https://bit.ly/3XH1BNV Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3XXB7ta Meet with Us: https://bit.ly/4gFONjO Mega Backdoor Roth IRAs Befor…
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Sunday, September 29th. Growth: Stronger than we thought.
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The Gross Domestic Income revisions were large. We're at least starting a slowdown from a place of strength. That can help limit downside risks when growth scares flare up. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about Annex Private Client and the role it can play with business owners and entrepreneurs. What are retirem…
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Saturday, September 28th. China hits the stimulus button.
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The first China Shock was in the 2000s when they joined the World Trade Organization and manufacturing jobs followed. Their slow growth has been a shock. This past week, policymakers got off their duffs and announced some stimulus measures. Dave Spano and Brian Jacobsen present our Week-in-Review. Annex Private Client is a powerful partner for entr…
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How a Marketing-First Mindset Shaped the Growth Journey of Allworth Financial, a $23 Billion RIA
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What’s it like to acquire 31 firms in five years? How do you maintain a consistent client experience? How do you keep a positive culture? Our guests today can tell you all about it! Join us as we explore Allworth Financial’s growth journey and how their unique marketing-first approach has led to a 30-year radio show, $23 billion AUM, 33 locations a…
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Set Your Family Up for a Successful Family Meeting
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On this episode of Your Life Simplified, hosts Whitney Reagan, wealth advisor, and Daniel Sharkey, senior wealth advisor, continue their discussion on making financial meetings with your family successful. They’ll share tips for making family meetings successful, including getting everyone’s buy-in, making it a singular event, being intentional in …
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Growing and Sustaining a Family Business with Joe Pohrer
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On the latest episode of our podcast, Darrick welcomes Joe Pohrer, President of the Pauly Jail Building Company. Together, Darrick and Joe will delve into the impact Joe has brought to central Indiana. A long anticipated conversation, we welcome you to the show and hope you learn much from this knowledge packed episode. Chapters: 0:00 - Introductio…
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#564: Two Cents 9/28 - Pesto; A Quiet Market; Perception's of Wealth; Roger Federer's Lessons
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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, Victoria, and Rabih introduce Pesto the penguin. They discuss the quiet week in the market after a period of constant noise and the broader implications of this. They explore why many Americans are feeling poor despite bei…
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Defeating Financial Infidelity
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Defeating Financial Infidelity Get your journey off to a great start with our financial resources: https://bit.ly/3TKjQAZ Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/4etYKz2 Meet with Us: https://bit.ly/3BjiVkO https://youtu.be/4SQjU8Wio…
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#563: Flow Like Water: Key Lessons Learned from "Be Water, My Friend"
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On this episode of the Dentist Money Show, Matt, Will, and Victoria dive deep into Be Water, My Friend: The Teachings of Bruce Lee by Shannon Lee. Inspired by Bruce Lee’s philosophies, this book explores the transformative power of adaptability and resilience. Matt, Victoria, and Will break down the core teachings of Lee’s “be like water” mindset a…
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Self-Directed IRAs, Mortgage Decisions, & Breaking Down Dave Ramsey's Baby Steps
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Branden & Carisa address the critical question facing many in their late fifties and early sixties: should you pay off your mortgage or invest for retirement? With mortgage rates as low as 2.5%, we explore the potential benefits of directing extra funds into short-term treasuries and other investments over accelerating mortgage payments. We also sh…
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TL;DR - Too Long; Didn't Read - "5 Tax Write-offs Every Dentist Should Know About" In our new TL;DR series episode, Victoria reads her article which explores a topic that dentists are interested in learning about: tax reduction and tax write-offs. Victoria reviews 5 tax write-offs that every dentist should know about. Book a free consultation with …
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Housing, nukes, and volatility
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Housing appears in both strengths and weaknesses this week. There is opportunity in small caps and natural gas while long yield and election volatility are threats.Par Annex Wealth Management
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Taxes on My Investments 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 How Do I Pay Less Taxes?: https://youtu.be/rlch89V3rPI 7 Money Lessons I Wish I Learned Sooner: https://youtu.be/w_klRXWx9os Taxes on Retiremen…
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Sunday, September 22nd. Good vibrations. Fed cut, but not in a panic.
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Now we’re at the Monday Morning Quarterbacking phase of the cutting cycle. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about our awesome Client Services Team that dots I's and crosses T's. What is underrated about your 401k? How about key points of a trust? And what's a quick pre-retirement checklist?…
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Saturday, September 21st. A catchup cut.
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Fed Chairman Jerome Powell showed he's a lawyer, talking out of both sides of his mouth. Dave Spano and Brian Jacobsen present our Week-in-Review. Also on the show, a look at the role of our Client Service Managers who dot I's and cross T's. Learn more about Thursday's 'Light the Night' event with the Leukemia and Lymphoma Society. Ask Annex return…
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#561: Two Cents 9/21 - 'Recalibration' and Monetary Policy; Pricing and Inflation; CEO Deadlift ETF
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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, Will, and Rabih discuss the Federal Reserve's new catchword 'recalibration' in monetary policy while answering questions about unemployment rates and inflation. They explore why prices still feel high even though the infla…
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What Should I Do with My 401(k) If I...?
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What Should I Do with My 401(k) If I...? Get your journey off to a great start with our financial resources: https://bit.ly/4dasyQ6 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/3MQHacs Meet with Us: https://bit.ly/4e4zBLe Capitalize - htt…
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#560: Tax Talk for Dentists: Avoiding Missteps and Leading with Confidence
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On this episode of the Dentist Money Show, Morgan Hamon, CPA and President of HDA Accounting Group joins Ryan to discuss different leadership styles and valuable advice to help lead your team with confidence. Morgan and Ryan also dive into the financial side of running a dental practice, exploring the importance of maintaining clear boundaries betw…
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Trust and Integrity in Medicare Insurance Decisions
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Imagine navigating the intricate maze of Medicare with confidence and clarity. In this episode, you’ll uncover essential strategies for transitioning between states and switching from Medicare Advantage plans to Medicare Supplement plans. We kick things off by sharing our personal journey of founding Cross Country Insurance, leveraging our backgrou…
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Wealth Management INVEST: Private Market Insights with Blackstone’s Joan Solotar
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David Bodamer sits down with Joan Solotar, Global Head of Private Wealth Solutions at Blackstone, to explore the evolution of private market investments and how financial advisors can leverage these opportunities to enhance their clients’ portfolios. Joan discusses how technology and innovation are reshaping investment processes, making it easier f…
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Gold and tech in the strength column while the consumer weakens. Opportunity exists in the relative strength of individual equities post-sell off. The dual mandates of the Fed remain a threat.Par Annex Wealth Management
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5 Habits Keeping You from Reaching Financial Goals
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5 Habits Keeping You from Reaching Financial Goals 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 Retirement Plan Checklist: Meet with Us: CNBC - https://www.cnbc.com/2024/08/06/new-york-fed-credit-card-debt-hits-r…
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Sunday, September 15th. All eyes on Wednesday.
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A big cut doesn't have to instill panic. A small cut doesn't have to cause concern. Dave Spano and Brian Jacobsen present our Week-in-Review. Our Annex Private Client team discusses surrender squeezes, Robert Chastain covers Gen X, and our financial planning team tackles the question: how much insurance do you need?…
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Saturday, September 14th. Crunch time.
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Fed is set to cut rates. Messaging will be more important than the magnitude of cuts. Dave Spano and Brian Jacobsen present our Week-in-Review. The number of 401k millionaires is up again. How do they do it and how can Annex help your employees? Tom Parks of our Retirement Plan Services team explains how.…
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#559: Two Cents 9/14 - Labor Market; Retirement Savings; What is the Cost of Denial?
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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, Victoria, and Rabih discuss the upcoming Federal Reserve meeting and its potential impact on the labor market. They also explore the topic of retirement savings and the percentage of Americans who feel behind in their reti…
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5 Years Before Retirement Get your journey off to a great start with our financial resources: https://bit.ly/3ZmK3tg Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 Retirement Plan Checklist: https://bit.ly/4gp5obA Meet with Us: https://bit.ly/4dVTXqb Setting Up a Spending Plan for …
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#558: How to Avoid the Pitfalls of Home Country Bias in Investing
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Is your investment strategy too focused on your home country? It’s time to broaden your horizons. On this episode of the Dentist Money Show, Matt, Rabih, and Ryan dive into the critical importance of global diversification. They explore how home country bias can limit your portfolio's potential, leaving you exposed to unnecessary risks. Discover wh…
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David McKnight Sounds Off: IUL's Vs. Life Insurance
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Can you imagine a retirement where you pay zero taxes? In this episode, we explore the "Power of Zero" strategy and how Indexed Universal Life (IUL) insurance can play a pivotal role in achieving a tax-free retirement. Learn the significance of low provisional income in making your Social Security benefits tax-free and why the timing of your tax pl…
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TL;DR - Too Long; Didn't Read In our new TL;DR series episode, Matt reads his latest article which debunks myths about election years and investing. Using history as a guide, Matt provides evidence that supports a pretty mild market story. Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessme…
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Making the Biggest Pie: Inside Savant Wealth Management’s Mission to 10x Business by 2028
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Can a wealth management firm really transform the lives of 1 million people by 2028 – and create 2,500 millionaire employees in the process? If you’re Brent Brodeski, Founder and CEO of Savant Wealth Management, there’s no doubt in your mind. Join us as we uncover Savant’s ambitious mission and explore how the firm's unique approach to private equi…
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Too much emphasis on Fed rate cuts?
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Par Annex Wealth Management
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Inherited IRAs and the SECURE Act
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Inherited IRA Rules and the SECURE Act 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 Retirement Plan Checklist: https://bit.ly/3B2b9vh Meet with Us: https://bit.ly/4cXFOaq Reviewing RMD Rules as IRS Issues Final S…
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Sunday, September 8th. A precarious balance.
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Weak ISM Manufacturing, tepid Services, low hirings rate, softer payroll growth, all sucked the wind out of the market. Brian Jacobsen presents our Week-in-Review. Learn more about our Investment Intel webinar, dealing with volatility, and the ramifications of inheriting money.Par Annex Wealth Management
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#556: Two Cents 9/7 - Analyzing Market Headlines; Unrealized Capital Gains Tax; Inheritances and Retirement
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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, Rabih, and Jake discuss how market headlines can be misleading, and they emphasize the importance of understanding the context and not getting caught up in the hype. With the proposal of an unrealized investment gains tax,…
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Saturday, September 7th. Macro matters.
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At a corporate-level, things weren't horrible. In fact, earnings have been generally better than expected. Brian Jacobsen presents our Week-in-Review including coverage of Friday's jobs number. We'll have an overview of our Investment Intel series---and link up with Fred Coleman and Matt Morzy for Ask Annex.…
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The Value of a Family Meeting
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Family meetings may sound daunting and challenging but they don't have to be. Hosts Whitney Reagan, wealth advisor, and Daniel Sharkey, senior wealth advisor, discuss making these financial meetings with your broader family productive. They'll cover what is a family meeting, why you should have them regularly and what topics are important to includ…
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