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News, planning insight, and forward thought on the economy, markets, and wealth management.
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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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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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The Dentist Money Show | Financial Planning & Wealth Management
Dentist Advisors - Financial Planning and Investment Management
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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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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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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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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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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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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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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
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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
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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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Networking to Build Connections That Matter
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Networking isn’t just for job fairs and LinkedIn—it’s a part of everyday life. Whitney Reagan, senior wealth advisor, and Gaylyn McGregor, senior wealth consultant, unpack how to build meaningful, lasting relationships. Whether you're looking to grow a network of colleagues, make new friends or simply feel more comfortable in social settings, this …
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Tax Traps, Offshore Fund Rules and the Stories You Don’t Hear with Stephanie Wickham (Part 2)
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In this follow-up to their in-depth conversation, Marc Westlake is joined once again by Irish tax expert and host of Taxbytes for Expats, Stephanie Wickham for Part 2 of their conversation. Together, they chat about more of the complex and often misunderstood realities facing expats and returning Irish citizens navigating the Irish tax system. In P…
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#654: How to Coach for Better Patient Outcomes and Profits
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Dr. Vivek Solanki from Polaris Healthcare Partners joins Matt this week on the Dentist Money Show to dive into the vital role clinical management plays in the success of dental practices. Sharing his experience, Dr. Solanki unpacks the impact of poor clinical leadership on both patient care and business outcomes. He talks about the balance dentists…
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What's Really Happening in Real Estate Today
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Rob MacFarlane and Branden dig into the reality of today's housing market. • National housing inventory is rising but still below historical averages at around 4 months (traditional balanced market is 6 months) • The "lock-in effect" from low interest rates is gradually diminishing as life events force moves regardless of rates • New home construct…
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131. How to Desire Without Debt: The Key to Wanting More and Building Wealth
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Episode Website Click Here to Sign up for the Get Out of Debt Without Giving Up Your Summer Vacation Masterclass. Click Here to book your complimentary Financial Clarity Consultation. Ready to finally Stop Overspending? Start The Stop Overspending Course today → Click here to enroll. Grab the Free Training: How to Build Wealth WITHOUT Going On A St…
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Hosted by Brian Jacobsen, Chief Economist.Kirjoittanut Annex Wealth Management
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Sunday, June 8th. Beige book blues?
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55:46
The Federal Reserve's Beige Book reported a slight decline in economic activity, a phrase last used in November 2023, which foreshadowed the economic slowdown in Q1 2024. Uncertainty is driving caution among businesses and consumers, impacting growth. Brian Jacobsen discusses this in our Week-in-Review, alongside topics like common financial mistak…
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Saturday, June 7th. Slowing, not stopping.
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33:54
The Beige Book highlights economic slowdown and a cooling services sector, though the employment situation report remains relatively stable. In the defensives versus cyclicals debate, recent updates from Campbell's, Dollar General, Dollar Tree, Kimberly-Clark, and Procter & Gamble provide valuable insights. Brian Jacobsen shares our Week-in-Review.…
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Creating Safe Spaces for Mental Health Conversations with Jason Reid of National Services Group, Inc.
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Our host Nathan Mersereau sits down with Jason Reid, Co-Founder of National Services Group, Inc., to discuss his journey into mental health advocacy following the loss of his son. Jason shares how this tragedy led him to create tools and programs to support families, schools, and companies in opening meaningful conversations around mental health. J…
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Wealth Management Invest: Demystifying Crypto for Financial Advisors with Kristen Mirabella
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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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#653: Two Cents 6/7 - Jobs Report; Big, Beautiful Breakup; Economics of Movie Theatres
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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 of Dentist Money’s Two Cents, Matt, Will, and Rabih break down the latest jobs report and what it reveals about the economy. They dive into current consumer spending trends and key economic indicators, then unpack the public feud…
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#652: The Psychology Trick That Helps Dentists Stress Less and Focus More
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45:14
This week on the Dentist Money Show, Ryan and Matt dive into the Blue Dot Effect—a psychological bias that makes us see problems even when things are going well. They explore how this ties into the concept of hedonic adaptation, and they explain how dentists and high earners can fall into the trap of “never enough.” Tune in for some insights on man…
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When Do You Actually Need a Financial Advisor?
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Financial planning is more accessible than ever before, with technological advancements making quality advice available to everyday people rather than just the ultra-wealthy as in decades past. • Life events like marriage, divorce, inheritances, and passing away often trigger the need for financial guidance • Starting conversations with advisors ea…
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130. High Earner, Not Rich Yet? Here’s Why You’re Still Not Building Wealth
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28:36
Click Here to Sign up for the Get Out of Debt Without Giving Up Your Summer Vacation Masterclass. Click Here to book your complimentary Financial Clarity Consultation. Ready to finally Stop Overspending? Start The Stop Overspending Course today → Click here to enroll. Grab the Free Training: How to Build Wealth WITHOUT Going On A Strict Budget → Cl…
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In our new TL;DR series episode, Jordan reads Jake's blog post where he discusses what qualifies as a "living wage.” He highlights the wide variation of different wages across U.S. states and stresses that personal financial needs vary greatly. Jake emphasizes that financial planning should be individualized and not based on broad averages. Book a …
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Hosted by Derek Felske, Chief Investment Officer.Kirjoittanut Annex Wealth Management
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Sunday, June 1st. Growth: An emotional rollercoaster.
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In this episode, hosts Dave Spano and Brian Jacobsen break down the Week-in-Review. Consumer confidence rebounded in May, boosted by lower tariffs on China, which lifted expectations after hitting a five-year low in April. Despite fluctuating emotions, consumer spending remains steady, supported by stable employment as initial unemployment claims r…
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Saturday, May 31st. Red light, green light.
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33:45
On today's Week-in-Review, hosts Dave Spano and Brian Jacobsen explore the recent market reactions to court rulings on tariffs, likening them to a "Red Light, Green Light" game. Markets surged Wednesday when tariffs were paused and continued to rally Thursday when they were upheld. The episode also delves into equity compensation and provides an ov…
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#650: Two Cents 5/30 - Japan's impact on the Market; Buying a car right now; The American Dream
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56:34
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, Taylor, and Rabih talk about Japan and how it's declining population, debt levels, and interest rates create a unique situation for the global economy. They discuss Taylor's personal dilemma: w…
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Tax Residency, Domicile & Planning for Expats in Ireland with Stephanie Wickham (Part 1)
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Returning to Ireland or moving here for the first time? The tax implications can be complex but with the right guidance, they don’t have to be overwhelming. In this two-part conversation, Marc Westlake sits down with chartered accountant and Expat Taxes founder, Stephanie Wickham, to unpack the critical issues facing internationally mobile families…
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#649: Where’s Your Money Going? How to Track, Cut, and Align Spending
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47:13
Is it time to spring clean your spending habits? On this episode of the Dentist Money Show, Jake, Will, and Taylor talk about how easy it is to accumulate unnecessary expenses and how those hidden expenses can throw off your financial plan. They discuss the importance of tracking spending, understanding the real impact of “big-ticket” items, and ma…
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Why the Next Market Cycle Could Finally Favor Mid and Small Caps
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32:25
Deregulation might be the most underappreciated market catalyst on the horizon. While headlines fixate on tariffs and tax policy, the potential reduction of regulatory burdens could unleash a wave of growth for America's small and mid-sized companies that have languished in the shadow of mega-cap dominance. The burden of regulation falls disproport…
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129. How Your Spending Habits Create Clutter (and What to Do About It) with Deanna Yates
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Deanna Yates is the host of the popular podcast, Wannabe Clutter Free, where she helps busy modern families learn how to let go of the stuff holding them back so they can stop spending their entire weekend cleaning house and start enjoy more time together. Deanna's positive attitude and down to earth nature has propelled the Wannabe Clutter Free po…
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Hosted by Ken Bellinger, Research Analyst.Kirjoittanut Annex Wealth Management
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Sunday, May 25th. Eat the price increases?
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55:10
Different companies adopt varied strategies in response to tariffs, showcasing the strength of capitalism. However, investors face the challenge that companies absorbing tariff costs may see reduced earnings. In our Week-in-Review, Dave Spano and Brian Jacobsen explore this and other key topics. Separately, we examine why more individuals are optin…
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Saturday, May 24th. Growth: Race against the clock.
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33:38
On April 9th, the pause on high reciprocal tariffs, followed by a reduction in tariffs on Chinese goods from 145% to 30%, sparked a surge in shipping activity. This creates a prime opportunity for businesses and households to acquire goods at lower costs. In our Week-in-Review, Dave Spano and Brian Jacobsen discuss key insights. Also on the show, w…
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#648: Two Cents 5/24 - Credit Rating Downgrade; Child Costs; First-Time Buyer Housing Crisis
52:35
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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
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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
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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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128. The Skill of Budgeting: How to Create a Spending Plan That Actually Works
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28:04
Click Here to Sign up for the Get Out of Debt Without Giving Up Your Summer Vacation Masterclass. Click Here to book your complimentary Financial Clarity Consultation. Ready to finally Stop Overspending? Start The Stop Overspending Course today → Click here to enroll. Grab the Free Training: How to Build Wealth WITHOUT Going On A Strict Budget → Cl…
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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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Hosted by Matt Morzy, Director of Research.Kirjoittanut Annex Wealth Management
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Sunday, May 18th. Nicely done, S&P
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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.
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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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#645: Two Cents 5/17 - Fed News; Private Equity's Effect; One Big Bill Overview
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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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Financial Foresight: Why Learning Before You Decide Matters
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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
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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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#644: Turn Stress into Strategy: Mastering Work-Life Balance as a Dentist
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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
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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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