Care For My Wealth Show with Capstone Wealth Management, a weekly show that airs Saturdays at 9am on The Big 1070 in Madison.
…
continue reading
News, planning insight, and forward thought on the economy, markets, and wealth management.
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
The Annex Wealth Management Show - Naples, 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.
…
continue reading
Each week, members of the Annex Wealth Management Investment Team discuss the Strengths, Weaknesses, Opportunities, and Threats of the markets and economy. Go deep and listen to the team talk through what's helping guide their decisions.
…
continue reading
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.
…
continue reading
1
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.
…
continue reading
Learn the strategies and techniques used by high net worth individuals to grow and protect their wealth. In this podcast, Dave invites top professionals to talk about investing, financial planning, protection planning, tax management, and estate planning. In addition to the money talk, Dave and his guests will have some fun talking about lifestyle, travel, tech and unique experiences to make life better!
…
continue reading
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, ...
…
continue reading
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。
…
continue reading
America's Wealth Management
…
continue reading
Welcome to the Minority Wealth Management podcast!
…
continue reading
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. ...
…
continue reading
Galvez Wealth Management LLC discuss real estate, finance, life lessons and every now and then some shenanigans.
…
continue reading
Kevin Bruce, CFA, CFP® looks at the world of personal finance, investing and retirement planning from a biblical perspective and provides education and opinion.
…
continue reading
A discussion of market conditions and investment strategy.
…
continue reading
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
…
continue reading
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.
…
continue reading
1
#505: Fan Favorite - The Laws of Liquidity – Episode 280
34:08
34:08
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
34:08
Enjoy a replay of another one of our most popular Dentist Money Show episodes. The need for a cash safety net is a requirement for your practice—plus you or your family need emergency funds to protect against uncertainty. On this episode of the Dentist Money Show, Ryan and Matt discuss how planning ahead should be part of your liquidity triumvirate…
…
continue reading
1
How Parents Can Teach Teens About Investing
16:15
16:15
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
16:15
Want to teach your child about investing? It can be difficult to know where to start and even how to answer their questions. Hosts Michael MacKelvie and Valerie Escobar share their advice for parents looking to teach their child or teen about investing including compounding interest, investment accounts, retirement plans and more…
…
continue reading
1
Financial Checklist Following the Death of a Spouse
24:10
24:10
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
24:10
No one wants to prepare for the death of a spouse. The grief associated with that is already too much for the surviving spouse and the rest of their family to handle. However, there are several key checklist items that need to be addressed following the death of a spouse. Retirement Plan Checklist: https://bit.ly/44aZm8z Financial Planning Tool: ht…
…
continue reading
1
APR 18 - Is the stock market moving to a bearish phase?
54:01
54:01
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
54:01
Are stock markets breaking trend? Is the next move lower or higher? Who is the whale buying gold?! Is Bitcoin ready to fly into its halving event?Kirjoittanut Chris Kline
…
continue reading
1
#504: In Pursuit of a Balanced Life: Wealth vs. Health
44:44
44:44
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
44:44
The grueling path from dental school to successful ownership includes an extreme swing from being cash-strapped to being flush with cash. As they navigate this journey, more dentists are struggling to figure out what truly brings happiness. Ryan and Dr. Richard Low, explore what it means to be financially free on this joint episode of the Dentist M…
…
continue reading
1
Stock Market Investing in Election Year 2024
43:17
43:17
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
43:17
Have you ever wondered if presidential elections should sway your stock portfolio strategy? This episode might just shift your perspective. We sift through a century's worth of data, debunking doomsday assumptions about market performance in election years. While some investors joke about packing for Canada based on political outcomes, we're here t…
…
continue reading
1
WealthManagement INVEST: Trends and Innovations in Alternative Investments
30:58
30:58
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
30:58
Listen in as David Bodamer sits down with Lawrence Calcano, Chairman and CEO of iCapital, to explore the world of alternative investments and their role in modern portfolio strategies. They unravel the complexities of the alt space, examine recent developments at iCapital, and discuss how advisors are integrating these assets into their offerings f…
…
continue reading
1
King Dollar. Still the safe haven.
23:23
23:23
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
23:23
The dollar is still king while that hot CPI print is a weakness. Opportunity exists in corporate bonds for income, but the unknown unknowns are a threat.Kirjoittanut Annex Wealth Management
…
continue reading
1
Sunday, April 14th. What's next? Will something break?
56:01
56:01
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
56:01
Unemployment claims are low. Wages are rising. It's not a stagflation environment. Dave Spano and Brian Jacobsen cover the week to start the show. Are certain 401k benefits underrated? We put that question to our Director of Retirement Plan services. If you're a Grandparent, there are many opportunities to bless your Grandchildren in life-changing …
…
continue reading
1
Saturday, April 13th. Inflation's rebound.
33:53
33:53
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
33:53
It's a mini-bounce for inflation. Dave Spano and Brian Jacobsen cover the latest during our Week-in-Review. When's the best time to meet with Annex? Mark Beck tackles that. Learn more about the upcoming Elder Care and Pre Planning Final Arrangements panel discussion at our headquarters Thursday, April 18th.…
…
continue reading
1
Are My Heirs Prepared to Handle Our Family Wealth One Day?
32:02
32:02
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
32:02
In this thought-provoking episode, we delve into a crucial question that many affluent families grapple with: "Are My Heirs Prepared to Handle Our Family Wealth One Day?" Managing family wealth isn't just about growing assets; it's also about ensuring its sustainability and responsible stewardship across generations. Join us as Brian explores the m…
…
continue reading
1
Vote For Your Ballot, Not Your Life Savings
28:41
28:41
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
28:41
As we draw closer and closer to another Presidential election in 2024, many investors are wondering how their portfolio will perform based on who is ultimately elected President of the United States. And throughout history, investors often make investment mistakes because of their perception of the election results. On the latest episode of Modern …
…
continue reading
1
APR 15 - Did this weekend's Middle East situation change markets?
54:01
54:01
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
54:01
Did the Middle East siutation this weekend change markets?Kirjoittanut Chris Kline
…
continue reading
1
#503: Two Cents Week of 4/15/24 - The Global Race of Cutting Rates; Comparing vs Prioritizing Wealth; Dirty Dozen Tax Scams
37:02
37:02
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
37:02
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 global banks reducing rates. They dive into why different generations feel wealthier than others with studies on social media's influence on wealth comparison. They also review the importance of…
…
continue reading
1
How Do I Pay Less Taxes?
23:53
23:53
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
23:53
Many taxpayers feel like they have paid their fair share in taxes. And in some cases, far more than their fair share. So, how do you pay less taxes? This line of thinking can cause people to be very shortsighted when it comes to reducing their tax bill. Tax Reduction Strategies: https://bit.ly/3PWiTnk Financial Planning Tool: https://bit.ly/4awwD0k…
…
continue reading
1
#502: How AI Can Enhance Dental Care Delivery
34:34
34:34
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
34:34
New technology is increasingly crucial for dentistry as it enhances efficiencies and patient care resulting in increases to both revenue and patient satisfaction. The challenge is finding the right innovations that fit your needs. On this episode of the Dentist Money Show, Ryan interviews Pedro Becker, founder of Axle, a centralized dental platform…
…
continue reading
1
APR 11 - Is this the end of the stock bull road because inflation cannot get tamed?
54:01
54:01
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
54:01
Is this the end of the bull road because inflation cannot get tamed?Kirjoittanut Chris Kline
…
continue reading
1
6 Habits of Self-Made Millionaires
23:02
23:02
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
23:02
Were you a big fan of the game show, Who Wants to Be a Millionaire?, with the late Regis Philbin? Of course, everyone wants to be a millionaire, but unless you were a rare winner of the popular game show, becoming a millionaire isn’t as easy as answering 15 trivia questions. Let’s review some habits of self-made millionaires and how their expectati…
…
continue reading
1
#501: Risks You Don’t See Coming: A Review of "Same as Ever" by Morgan Housel
54:03
54:03
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
54:03
On this episode of the Dentist Money Show, Ryan, Matt, and Victoria examine how Morgan Housel guides investors past uncertainty by revealing what remains constant. “Want to understand the changing world? Start with what stays the same.” So counsels Housel, a name you’ve heard many times on our podcast. And now he gets a show devoted specifically to…
…
continue reading
1
ARP 8 - Is the US Dollar poised to just keep climbing? What's that do to global debt?
54:01
54:01
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
54:01
Is the US Dollar poised to just keep climbing? How might that affect the global debt situation?Kirjoittanut Chris Kline
…
continue reading
1
#500: Two Cents Week of 4/8/24 - High Gold Prices; Apple's Antitrust Lawsuit; Investing During Mercury Retrograde
48:00
48:00
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
48:00
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 reasons why gold prices are at an all-time high. They also analyze the recent antitrust lawsuit filed against Apple and what the lawsuit could mean for investors. Finally, they examine if Me…
…
continue reading
Gold is at a 5000 year high while retail is on sale. Active management offers an opportunity across the board but inflationary tailwinds intensify.Kirjoittanut Annex Wealth Management
…
continue reading
1
7 Benefits of a Roth IRA
23:30
23:30
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
23:30
As self-proclaimed Rothaholics, Bud Kasper, CFP®, AIF® and Dean Barber could talk to you for hours about benefits of a Roth IRA. Bud and Dean strongly believe that the Roth IRA is one of the best things ever written within the tax code, so they compiled a list of seven primary benefits of Roth IRAs to back up their reasoning. Who knows? Maybe after…
…
continue reading
1
Sunday, April 7th. Jobs, ISM manufacturing, and more Fed speak.
55:45
55:45
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
55:45
Mark Beck and Brian Jacobsen present the week-in-review and decode more Fed speak. Can you trust what social media recommends for investing? What are the ramifications of inheriting money?Kirjoittanut Annex Wealth Management
…
continue reading
1
Saturday, April 6th. Separating the signal from the noise
33:57
33:57
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
33:57
Mark Beck and Brian Jacobsen present our week-in-review. We'll cover the latest Fed speak and Friday's healthy jobs report. Can you trust social media for investing advice? What are the ramifications when inheriting money?Kirjoittanut Annex Wealth Management
…
continue reading
1
#499: Fan Favorite - What’s Your Real Income? Here’s Why Most Dentists Get It Wrong. – Episode 276
30:44
30:44
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
30:44
Enjoy a replay of another one of our most popular Dentist Money Show episodes. Determining how much money stays in your pocket is key to saving effectively, paying down debt, or buying that vacation home you dream about. On this episode of the Dentist Money™ Show Ryan and Matt look at the difference between taxable income and gross cash flow. There…
…
continue reading
1
APR 4 - What is the Bitcoin halving...and does it matter? Commodities...what should I buy?
54:01
54:01
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
54:01
What is the Bitcoin halving...and does it matter? Commodities...what should I buy?Kirjoittanut Chris Kline
…
continue reading
1
Why Working With a Wealth Advisor Is Important
18:09
18:09
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
18:09
It's not just about the numbers. There is value beyond the data that a wealth advisor can offer. They work to solve complex challenges and guide people during transitions. Hosts Michael MacKelvie and Valerie Escobar share their perspectives on the field before getting into wealth management and what they've learned since.…
…
continue reading
1
Assessing Your Financial Literacy
21:37
21:37
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
21:37
April is an important month in the wealth management industry, especially with Tax Day coming up on April 15. Taxes are one of our financial planning pillars at Modern Wealth Management, and they play a big role in the other three pillars—estate planning, investment management, and risk management. If you took a financial literacy quiz that covered…
…
continue reading
1
#498: The Essential Building Blocks of Estate Planning
33:33
33:33
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
33:33
As a practice owner, you need to think about how to transfer your business in the event of death or disability. A thorough estate plan includes powers of attorney for medical and financial decisions, as well as ownership considerations. On this episode of the Dentist Money Show, Ryan welcomes Natalie Perry from Harrison LLP to talk about estate pla…
…
continue reading
1
#497: Two Cents Week of 4/1/24 - Stock Market in Q1; Overall World Happiness; The Human Brain and Retirement
41:07
41:07
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
41:07
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 stock market's reaction to the Fed's meeting news. They also explore the misalignment between the narrative and the reality of the economy, GDP, earnings, and quality of life. Finally, they …
…
continue reading
1
The return of supply chain issues?
17:52
17:52
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
17:52
Firmness in treasury yields but non AI sales projects face an elongated sales cycle. There are opportunities as the overall market broadens but deficits are keeping rates elevated.Kirjoittanut Annex Wealth Management
…
continue reading
1
Transitioning to Retirement with These 5 Steps
22:13
22:13
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
22:13
If you’ve spent the past 30-40 years working, think about how many hours you’ve spent at work if you’ve averaged a 40-hour work week. 40 hours a week multiplied by 52 (weeks in one year) multiplied by 40 equals 83,200 hours over 40 years. If you suddenly decided to retire tomorrow, what if you live for another 30-40 years? Once you’re no longer wor…
…
continue reading
1
Sunday, March 31st. Fighting FOMO.
55:51
55:51
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
55:51
Are we there yet with rate cuts? The most hawkish member of the Board says it could only be a couple more months before he has confidence that they could cut. What's that mean looking ahead? Dave Spano and Brian Jacobsen discuss. We'll also cover our Annex Executive program, how to rate your 401k, and the dangers of fortune hunters and gold diggers…
…
continue reading
1
MAR 28 - Volatility breaking down, broadening the bull market as growth & inflation accelerate.
54:01
54:01
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
54:01
Volatility breaking down, broadening the bull market as both growth and inflation accelerate.Kirjoittanut Chris Kline
…
continue reading
1
Saturday, March 30th. Are we there yet with rate cuts?
33:44
33:44
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
33:44
Markets are like the kids in the backseat. The Fed sometimes acts like the parents, but not always. Dave Spano and Brian Jacobsen present our Week-in-Review. Is Annex the right fit for you? We've got 5 questions that might help. How does one analyze a 401k? Tom Parks of our Retirement Plan Services department has some insight.…
…
continue reading
1
Setting up Your Portfolio for Retirement
22:55
22:55
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
22:55
It’s one thing to know what age you want to retire, but it’s another to know you can get to and through retirement without too much financial stress. How much do you need to live your desired lifestyle in retirement? That answer is different for everyone. Let’s review a few steps to help you make sure your retirement portfolio can go the distance. …
…
continue reading
1
#496: Reimagining Retirement: Strategies for a Fearless Transition
48:35
48:35
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
48:35
Working with a reduced schedule as you ease into retirement allows for a smoother transition, gives you added purpose, and extends the longevity of your savings. On this episode of the Dentist Money Show, Ryan and Kiera Dent, CEO and Founder of the Dental A Team, talk about the importance that meaningful work brings to your life and the benefits th…
…
continue reading
1
#495:Two Cents Week of 03/25/24 - The Fed and Economic Health; New Research on Happiness; Spending in Retirement
32:33
32:33
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
32:33
Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Will, Victoria, and Rabih discuss the Federal Reserve's recent meeting and their projections for the economy. Then they delver into a study that shows a decline in happiness among young Americans. And finally, they explore…
…
continue reading
1
Mar 25 - Care For My Wealth - Chris Kline
54:01
54:01
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
54:01
Global risk on! Growth and inflation rising together.Kirjoittanut Chris Kline
…
continue reading