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News, planning insight, and forward thought on the economy, markets, and wealth management.
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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
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648
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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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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Think of the people you interact with every day, would you want to spend a day in a canoe with them? This show is all about creating the life that you want, one filled with wealth, wisdom, meaning and purpose. And that starts with surrounding yourself with the right people – people you’d want to spend a day with, in a canoe.
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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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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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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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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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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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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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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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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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Becoming The Wealthy You | How to Save Money, Budgeting, How to Get Out of Debt, Money Management, Build Wealth
Germaine Foley | Certified Life Coach
2128
Becoming the Wealthy You is the podcast for women who make good money, but aren’t building wealth the way they want to. Hosted by Germaine Foley, a certified life and money coach who paid off over $200,000 of debt using her signature Do Both Method (build wealth and enjoy life at the same time), this show helps you become the wealthier version of yourself, financially, mentally, and emotionally. If you’ve ever thought: “I make good money, so why don’t I have more to show for it?” “I know wha ...
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Forthlane Features: Conversations on Global Wealth and Asset Management
Forthlane Partners, Stories and Strategies
03
Forthlane Features is a podcast for individuals seeking insights into sophisticated global investment strategies. Through engaging interviews with experts in the wealth and asset management industry, the podcast provides listeners with access to the minds and institutions behind the world’s most sophisticated financial strategies. Forthlane Features is brought to you by Forthlane Partners. Forthlane Partners provides independent wealth and asset management services to ultra-high-net-worth cl ...
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#648: Two Cents 5/24 - Credit Rating Downgrade; Child Costs; First-Time Buyer Housing Crisis
52:35
52:35
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
52:35
Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode of Dentist Money's Two Cents, Matt, Jake, and Taylor talk about what Moody's downgrade of the US credit score means and how it ties into the larger debt spend. They reevaluate how much it costs to raise a child (different from wh…
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#647: Listener Q&R #9: Tax-Loss Harvesting, Wash Sales, Liquidity & Stress
39:14
39:14
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बाद में चलाएं
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39:14
How does tax-loss harvesting help lower your taxes? What are some of the wash sale rules? How does my stress relate to building liquidity? On this listener Q&R (Question and Response) episode of the Dentist Money Show, Matt and Ryan answer some financial questions posed by our member of the Dentist Advisors’ Facebook Discussion Group. Tune in for s…
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When Buyers Don't Care About Value: How Passive Money Distorts Everything
1:27:35
1:27:35
बाद में चलाएं
बाद में चलाएं
सूचियाँ
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पसंद
1:27:35
The passive investing revolution has fundamentally changed market structure by making markets highly inelastic - small changes in supply and demand create large price movements, especially in the largest stocks. • Passive strategies like index funds don't evaluate price or value - they simply buy when receiving cash and sell when cash is demanded •…
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Wealth Management Invest: Demystifying Crypto for Financial Advisors with Kristen Mirabella
30:29
30:29
बाद में चलाएं
बाद में चलाएं
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30:29
In this episode of the Wealth Management Invest Podcast, host David Bodamer sits down with Kristen Mirabella, head of partnerships at Eaglebrook Advisors, to discuss the evolving role of cryptocurrency in wealth management. Eaglebrook is a digital asset platform that allows advisors to invest directly in crypto through separately managed accounts. …
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128. The Skill of Budgeting: How to Create a Spending Plan That Actually Works
26:35
26:35
बाद में चलाएं
बाद में चलाएं
सूचियाँ
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26:35
Click here to sign up for Private 1:1 Coaching inside of The Wealthy Woman's Academy. Click Here to Book your Financial Clarity Consultation! Struggling to save, stuck in the debt cycle, or wondering where all your money goes? If you make good money but still feel like you're not getting ahead, let’s change that. In a complimentary Financial Clarit…
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Hosted by Matt Morzy, Director of Research.द्वारा Annex Wealth Management
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Sunday, May 18th. Nicely done, S&P
55:49
55:49
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
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55:49
Q1 earnings season is in full swing, with S&P 500 earnings growth surpassing expectations, rising 13.4% year-over-year against the Street’s forecast of 7.0%, as Dave Spano and Brian Jacobsen explore in our Week-in-Review. Curious if Annex is right for you, how to avoid retirement disappointment, or what stages lie beyond go-go, slow-go, and no-go? …
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Saturday, May 17th. About that one, big, beautiful bill.
33:54
33:54
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
33:54
This week, a 90-day U.S.-China trade deal truce boosted stock markets and eased recession fears, but small businesses remained pessimistic as shown by the NFIB index, while retail sales and industrial production data were mixed. Despite stable CPI and declining PPI, Walmart’s warning about potential price increases due to tariffs highlighted ongoin…
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Financial Foresight: Why Learning Before You Decide Matters
18:33
18:33
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बाद में चलाएं
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18:33
In this episode of Your Life Simplified, host Michael MacKelvie, senior wealth advisor, talks with Kurt Schindler, senior wealth advisor, about the benefits of working with an advisor to learn financial principles that can help you navigate your financial situation as it evolves. They discuss how proactive learning leads to more informed, confident…
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Avoid Greenwashing and Use Your Money for Real Impact As a Sustainable Investor with Gavin Francis
48:58
48:58
बाद में चलाएं
बाद में चलाएं
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48:58
In this episode, John McNicholas sits down with Gavin Francis, founder of Worthstone and a leading advocate for sustainable and impact investing in the UK. Together, they discuss what it really means to invest sustainably, the aspects of funds that are doing the right things for the planet, and how to avoid the buzzwords and glossy brochures. They …
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How Near-Death Experiences Shaped a Life of Service with Jim Walberg of Compass
20:31
20:31
बाद में चलाएं
बाद में चलाएं
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20:31
On this episode, we’re joined by Jim Walberg, Realtor at Compass, who shares his profound insights on wealth, purpose, and the power of service. Jim's story is marked by transformative health experiences, a commitment to being of service, and a unique perspective on what true wealth means. Key Takeaways: (02:30) Jim reflects on his early career and…
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In our new TL;DR series episode, Jordan reads Jake's blog post where he discusses the common frustration dentists feel about paying taxes and offers strategies to alleviate that burden. Jake emphasizes that while taxes are inevitable, proactive financial planning can help minimize their impact. He encourages dentists to focus on aspects they can co…
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#645: Two Cents 5/17 - Fed News; Private Equity's Effect; One Big Bill Overview
32:19
32:19
बाद में चलाएं
बाद में चलाएं
सूचियाँ
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पसंद
32:19
Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On the 100th episode of Dentist Money's Two Cents, Matt, Ryan, and Rabih break down the latest interest rate updates and how both the Fed and the markets are responding. They dive into the influence of private equity—what it means for businesses…
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#644: Turn Stress into Strategy: Mastering Work-Life Balance as a Dentist
50:12
50:12
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बाद में चलाएं
सूचियाँ
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50:12
On this episode of the Dentist Money Show, Jake Elm, CFP® has a conversation with his client Dr. Ben Friberg who shares his journey of becoming a dentist and practice owner. Dr. Friberg talks about what it takes to build a fulfilling dental career and shares how aligning his personal values with his business transformed his practice and his life. H…
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Rising Interest Rates Are Squeezing Commercial Real Estate Profits
44:47
44:47
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बाद में चलाएं
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पसंद
44:47
The commercial real estate world is experiencing seismic shifts as developers struggle to make new projects pencil out in today's challenging economic environment. At the heart of this evolution is the drive-thru retail sector, where experts like Chris Hatch have spent decades perfecting the delicate balance between land costs, construction expense…
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127. How I Help You Stop Overspending, Save More, and Build Wealth—Inside The Updated Wealthy Woman’s Academy
23:46
23:46
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
23:46
Click here to sign up for Private 1:1 Coaching inside of The Wealthy Woman's Academy. Click Here to Book your Financial Clarity Consultation! Struggling to save, stuck in the debt cycle, or wondering where all your money goes? If you make good money but still feel like you're not getting ahead, let’s change that. In a complimentary Financial Clarit…
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Hosted by Jason Cooper, Director of Equity Research.द्वारा Annex Wealth Management
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Sunday, May 11th. Bessent's Switzerland mission.
55:45
55:45
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
55:45
While a UK deal progresses, trade tensions with China take center stage as Treasury Secretary Scott Bessent heads to Switzerland this weekend for early talks. We continue Spring Cleaning with Part Two of our Investment series, exploring key questions. Also on the show: What should you do with unused education funds like 529s? Are you prepared to av…
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Saturday, May 10th. A key meeting in Switzerland.
33:54
33:54
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
33:54
The UK and US strengthen ties, but China's exports to the US have sharply declined. Could this weekend's Switzerland talks pave the way for a resolution? Meanwhile, the Federal Reserve holds interest rates steady, despite the President's frustration. Brian Jacobsen shares our Week-in-Review, and we continue Spring Cleaning with part two of our inve…
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#643: Two Cents 5/10 - Trade Deal?; Fed Update; Bill Gates
41:52
41:52
बाद में चलाएं
बाद में चलाएं
सूचियाँ
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पसंद
41:52
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 discuss the recent trade deal between the US and the UK, exploring its implications on tariffs, economic policies, and the Federal Reserve's recent decisions on interest rates. Finally, they analyze Bill Gates' co…
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#642: Why Uncertainty Feels So Hard and What to Do About It
48:49
48:49
बाद में चलाएं
बाद में चलाएं
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48:49
On this episode of the Dentist Money Show, Dr. Naomi Win from Orion Advisor Solutions, joins Matt to explore the powerful role that uncertainty plays in our lives. They unpack the psychological and physiological effects of uncertainty, including why our brains often crave certainty, even when it leads to unhelpful choices. Dr. Win shares how discom…
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Avoid Budget Battles With Your Partner
31:05
31:05
बाद में चलाएं
बाद में चलाएं
सूचियाँ
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31:05
Ever wonder why money arguments with your partner feel so much bigger than the actual dollars involved? Marriage and family therapist David Jones reveals the powerful emotional undercurrents that drive financial conflicts in relationships. Jones introduces a compelling metaphor: money disagreements are merely visible waves on the surface, while ben…
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126. How to Build Wealth, Even When You’ve Made Money Mistakes in the Past
17:46
17:46
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
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17:46
Click here to sign up for Private 1:1 Coaching inside of The Wealthy Woman's Academy. Click Here to Book your Financial Clarity Consultation! Struggling to save, stuck in the debt cycle, or wondering where all your money goes? If you make good money but still feel like you're not getting ahead, let’s change that. In a complimentary Financial Clarit…
…
continue reading
1
#641: Navigating Stock Market Volatility
4:16
4:16
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
4:16
In our new TL;DR series episode, Jordan reads Jake's blog post from April 14, 2025 where he emphasizes the importance of maintaining a disciplined, long-term investment strategy, especially during periods of market turbulence. He explains that a diversified portfolio approach reflects an investor's specific goals, timelines, and risk tolerance. And…
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Host by Brian Jacobsen, Chief Economist.द्वारा Annex Wealth Management
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Sunday, May 4th. Growth: From pull-forward to fall-off.
55:41
55:41
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
55:41
The first quarter saw gross domestic product (GDP) dip by 0.3% on an annualized basis, translating to a modest quarterly decline of about 0.07%—essentially flat. Meanwhile, Friday's jobs report surpassed expectations. What does this mean for the markets? Join Dave Spano and Brian Jacobsen for the Week-in-Review. Plus, it’s time for spring cleaning …
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Saturday, May 3rd. What's a McRecession?
33:26
33:26
बाद में चलाएं
बाद में चलाएं
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33:26
GDP declined due to surging imports. Consumer Confidence hit COVID-era lows. ISM Manufacturing and new export orders dropped sharply. Dave Spano and Brian Jacobsen discuss these trends in the Week-in-Review. Our Spring-Cleaning theme focuses on pruning your investment portfolio, while Ask Annex addresses a bond-related question.…
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#640: Two Cents 5/3 - New Economic Data; Short-term Rental Loophole; Fear Of Market Downturns
48:12
48:12
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
48:12
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 cover new economic data topics like GDP, unemployment, and inflation and explain why fears of a recession may be overblown. They also dive into short-term rentals—a popular tax strategy that allows owners t…
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Estate Planning for Blended Families
26:30
26:30
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बाद में चलाएं
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26:30
In this episode of Your Life Simplified, host Whitney Reagan, senior wealth advisor, and Christina Lynn, director, wealth strategist, dive into the different approaches to blended family finances. They discuss how to navigate conversations around combining finances or keeping things separate, managing child expenses and setting up a long-term plan …
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Choosing the Right Trust For Your Family’s Future with Andrea McNamara
27:07
27:07
बाद में चलाएं
बाद में चलाएं
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27:07
In this episode, Marc Westlake is joined once again by Andrea McNamara, Director of Private Client Law at EY Law Ireland, for a deep dive into the world of trusts in Ireland. They explore when and why trusts are used, the differences between discretionary, bare, fixed, and life interest trusts, and the common misconceptions that can lead families a…
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#639: 4 Mistakes to Avoid during a Dental Practice Transition: Part Two
54:45
54:45
बाद में चलाएं
बाद में चलाएं
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54:45
Thinking about selling your dental practice but not sure where to start? On this episode of the Dentist Money Show, Matt and Jake break down part two of the four common mistakes dentists make when selling their practice. They discuss the importance of early planning, the difference between usable and non-usable net worth, and the psychological shif…
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Transparent Protection: How Buffered ETFs Change the Investment Game
33:16
33:16
बाद में चलाएं
बाद में चलाएं
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33:16
The investment world has long been divided between growth-seeking equity exposure and safer, income-producing alternatives. But what if you could bridge this gap with a strategy that offers downside protection while maintaining meaningful upside potential? Enter buffered ETFs – innovative investment vehicles that are challenging traditional risk ma…
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125. How to Start a Side Coaching Business and Earn More Money with Candy Motzek
37:48
37:48
बाद में चलाएं
बाद में चलाएं
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37:48
Candy Motzek is a business coach and trusted mentor for aspiring coaches. She specializes in empowering intelligent professionals to launch and grow successful coaching businesses. With a unique blend of practical strategy and mindset mastery, Candy helps her clients achieve greater clarity. Her calming & personalized approach enables coaches t…
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द्वारा Annex Wealth Management
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Rethinking Aging: Healthspan Over Lifespan with Jennifer Garrison of Buck Institute
24:22
24:22
बाद में चलाएं
बाद में चलाएं
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24:22
We’re joined by Jennifer Garrison, Assistant Professor at Buck Institute for Research on Aging and Co-Founder and Director of the Global Consortium for Reproductive Longevity and Equality. Jennifer shares her insights on aging, healthspan, and the critical differences between male and female reproductive aging. She discusses how understanding biolo…
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Sunday, April 27th. Big macro data sheds light on the outlook.
55:31
55:31
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
55:31
Container traffic from China to the US is slowing sharply, and retailers like Walmart, Target, and Home Depot warned of possible empty shelves. The Federal Reserve’s Beige Book raised concerns about an economic slowdown, but S&P Global PMIs held steady, though not stellar. Brian Jacobsen breaks it down in our Week-in-Review. We also dive into how A…
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Saturday, April 26th. Survival of the fittest.
33:49
33:49
बाद में चलाएं
बाद में चलाएं
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33:49
Trump has stepped back from threats to remove Powell, with tariff discussions labeled “constructive” but lacking specifics. US-China relations remain uncertain, with unclear communication and next steps. Major macro data releases provide fresh insights into the economic outlook. Brian Jacobsen has our Week-in-Review. Hear how Annex Private Client m…
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#638: Two Cents 4/26 - Cutting Interest Rates?; End Of Student Loan Grace Period; How Much Should You Spend On Vacation?
41:40
41:40
बाद में चलाएं
बाद में चलाएं
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पसंद
पसंद
41:40
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 discuss reasons to cut interest rates, stock market volatility, and the end of the student loan grace period. They analyze the Federal Reserve's policy stance and the impact of student debt on consumer behavior. A…
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#637: What Every Dentist Should Consider Before Merging or Partnering
1:01:07
1:01:07
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
1:01:07
On this episode of the Dentist Money Show, Kyle Francis, founder of Professional Transition Strategies joins Matt to break down the evolving landscape of dental practice transitions. He emphasizes the importance of education, preparation, and strategic decision-making. They talk about some of the common misconceptions about DSOs and highlight the b…
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