Parhaat Wealth Management Podcastit (2023)

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The Annex Wealth Management SWOT Podcast

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Two PHDs walk into a podcast.... 30:33

1d ago30:33

30:33

Double PHD's on this episode. Good news IS good news but weak holiday guidance is an issue. Genuine growth is scarce, demands a premium, and is an opportunity while a longer rate pause with faster cuts is a threat.Kirjoittanut Annex Wealth Management

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Money Talk: The Annex Wealth Management Show - Naples

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Sunday, November 26th. Genuine growth is scarce 54:36

2d ago54:36

54:36

Weak guidance for the holidays. What's that mean down the road? Dave Spano and Brian Jacobsen have our week-in-review with an eye on the Fed and potential rate cuts next year. Join us for great segments covering Grandparents and Grandchildren, HSAs, the Sandwich Generation, and more!Kirjoittanut Annex Wealth Management

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Money Talk: The Annex Wealth Management Show - Milwaukee

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Saturday, November 25th. Longer pause and faster cuts? 33:32

3d ago33:32

33:32

Market is pricing in a first cut by June and then a gradual descent. What if the pause is longer, necessitating a faster pace of cuts? Dave Spano and Brian Jacobsen review the week including weaker holiday guidance. If part of your retirement plan is moving, we're planning a special presentation soon---our presenters will share a preview. Learn mor…

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The Dentist Money Show | Financial Planning & Wealth Management

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#453: Two Cents 11/20/23 - a Rising S&P 500; the Death of Budgeting Apps 31:43

4d ago31:43

31:43

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Jake, and Rabih talk about why investor expectations are shifting when it comes to interest rates and how that's led to a rally for the S&P 500; and they look at the death of Mint, the latest personal finance budgeting app to get disconti…

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Capstone Wealth Management

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The Positive and Respecting The Cycle 41:15

5d ago41:15

41:15

Kirjoittanut Fox Sports 1070 (WTSO-AM)

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America's Wealth Management Show

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7 Wealth Protection Tactics 24:21

8d ago24:21

24:21

When thinking about protecting your wealth, it’s easy to start thinking about wealth erosion due to market/investment risk. Well, that’s just one form of risk. There’s estate planning risk, wealth erosion from excess taxation, not being properly insured on several fronts—we could go on and on. We obviously want you to protect as much of your wealth…

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Complete Wealth Management With Dave Alison

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21 Strategic Year End Tax Moves | Episode 12 55:05

12d ago55:05

55:05

Welcome to The Complete Wealth Management's podcast, where tax experts and Certified Financial Planners Dave Alison, Conrad Levesque and David Roth unpack "21 Strategic Year-End Tax Moves" for to help build your wealth. Join us as we navigate key actions to optimize your tax situation before the year concludes. 👉 Maximize retirement contributions, …

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Your Life Simplified: A Financial & Wealth Management Podcast

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Incentive Stock Options Explained 12:53

12d ago12:53

12:53

In this episode, we dive deep into the world of stock-based compensation, shedding light on how Incentive Stock Options (ISOs) work and the strategies that can help you maximize their benefits. Steve Moyer, vice president of executive compensation & corporate offerings, joins our host, Valerie Escobar, senior wealth advisor, to simplify the complex…

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The Dentist Money Show | Financial Planning & Wealth Management

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#452: EBIDTA 101: Understanding the Key Calculation in a Practice Sale 32:58

6d ago32:58

32:58

With the rise of DSOs and the increasing number of practices being bought and sold, you’ve heard the term EBIDTA. What is it? How is it calculated? And most importantly, what discrepancies can alter the formula at the time of a sale? On this Dentist Money Show, Ryan and David Haynes, of Menlo Dental Transitions, talk about why EBIDTA serves as only…

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The Dentist Money Show | Financial Planning & Wealth Management

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#451: Fan Favorite - “Insurance: What You Need and What You Don’t” - Episode 229 31:23

8d ago31:23

31:23

After eight years at the mike and 400+ Dentist Money Shows, we thought it was time to visit our archives and replay the podcasts that proved to be the most popular. As a dentist, you run a small business, one that requires expensive equipment and presents you with different liability issues. And your high income means you need to consider how to re…

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The Annex Wealth Management SWOT Podcast

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Are we seeing end of the year FOMO? 24:43

8d ago24:43

24:43

Santa's sleigh is being pulled by some Bulls --but risk reward is looking risky. Dumpster diving is back on the menu but the Fed is hurting the government more than Warren Buffet.Kirjoittanut Annex Wealth Management

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Money Talk: The Annex Wealth Management Show - Naples

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Sunday, November 19th. Inflation: is the hard part ahead or over? 54:40

9d ago54:40

54:40

Retail is soft and CPI is flat. Does this mean the battle against inflation is turning the tide? We'll comb through it during our Week-in-Review with Dave Spano and Brian Jacobsen. Learn more about our in-house investment committee, what it's like to be an Annex client (directly from clients), some Medicare basics---and what Generation Z should be …

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Money Talk: The Annex Wealth Management Show - Milwaukee

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Saturday, November 18th. Growth: Weaker isn't weakness, yet. 33:42

10d ago33:42

33:42

Retail sales dip and CPI stays flat. Is the Fed frozen? Dave Spano and Brian Jacobsen cover it during our Week-in-Review. Learn more about our in-house Investment Committee, what it's like to be a client of Annex, and what high net worth families are facing with the upcoming change in estate tax policy.…

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Capstone Wealth Management

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A Bear Market Bounce 43:47

11d ago43:47

43:47

Kirjoittanut Fox Sports 1070 (WTSO-AM)

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The Dentist Money Show | Financial Planning & Wealth Management

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#450: Two Cents 11/13/23 - Market Update; 4% Rule & Dave Ramsey; Retirement Forecasting 31:41

11d ago31:41

31:41

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Victoria, and Rabih give a market update and explain which three sectors are driving its current growth; look at the 4% Rule and why Dave Ramsey disagrees with it—and why they disagree with Dave Ramsey; and reveal why projecting when a pe…

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America's Wealth Management Show

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Planning for Uncertainty 24:09

12d ago24:09

24:09

Planning for things that are out of your control can certainly be stressful when you’re entering a new phase of life like retirement. But believe it or not, you can plan for uncertainty in retirement. We’re going to explain how to plan for the many uncertainties that can arise in retirement so that you can have clarity and confidence about your fin…

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The Dentist Money Show | Financial Planning & Wealth Management

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#449: Listener Q&R #4 - Seller Financing; Retirement Readiness 39:00

13d ago39:00

39:00

I want to sell my practice to an associate. What issues should I be considering if I want to finance the sale? How much net worth should a normal dentist accumulate for retirement? And, at what point can I drop disability insurance? On this listener Q&R (Question and Response) episode of the Dentist Money Show, Ryan and Matt answer financial questi…

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The Annex Wealth Management SWOT Podcast

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It's a cliche, but when do we NOT have volatility? 18:26

15d ago18:26

18:26

Potential earnings improvement is a strength while mid and small cap stocks underperform. For opportunities; the '40' part of a 60/40 portfolio could have good risk-adjusted returns but rising unemployment is a threat.Kirjoittanut Annex Wealth Management

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America's Wealth Management Show

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Where Should I Be Saving for Retirement? 23:36

15d ago23:36

23:36

Dean Barber always says that you shouldn’t save to something without knowing the rules of getting the money out. Dean and Bud Kasper, CFP®, AIF® are going to elaborate on that as they review where you should be saving for retirement. The bottom line again is that it depends on your personal situation. Retirement Plan Checklist: https://bit.ly/3udy5…

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Money Talk: The Annex Wealth Management Show - Naples

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Sunday, November 12th. Companies are concerned about margins. 55:38

16d ago55:38

55:38

Fed officials haven't pushed back too hard on the idea that higher long-term yields are doing the tightening work for them. What's that mean for markets? We'll also investigate how Annex works with High Net Worth clients, smarter charitable giving, myths about money, and how much insurance do you really need?…

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Money Talk: The Annex Wealth Management Show - Milwaukee

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Saturday, November 11th. Fun-flation is fading. Consumer is shifting from YOLO to BUY LOW. 33:43

17d ago33:43

33:43

Despite not having a recession, it's a strange strange world. Dave Spano and Brian Jacobsen recap last week including earnings and the latest on inflation. When it's time to speak with parents who are aging, what are the proper steps? We've got a couple suggestions. If you're a cheerful giver---be a smart cheerful giver; we'll cover 8 tips for smar…

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Capstone Wealth Management

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Failed Bond Auction 43:37

18d ago43:37

43:37

Kirjoittanut Fox Sports 1070 (WTSO-AM)

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The Dentist Money Show | Financial Planning & Wealth Management

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#448: Two Cents 11/06/23 - Earnings Slowdown, More Crypto Fallout, WeWork Bankruptcy 27:19

18d ago27:19

27:19

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Will, and Rabih look at the earnings trends for the current quarter; talk about Safe Moon, the latest crypto scandal; and discuss what caused WeWork to file for bankruptcy. Book a free consultation with a CFP® advisor who only works with …

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America's Wealth Management Show

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Financial Stress: How Do You Deal with It? 24:16

19d ago24:16

24:16

What is giving you financial stress and how are you dealing with it? On today's episode of America's Wealth Management Show, Dean Barber and Bud Kasper explain how financial stress is different for everyone and that it's crucial to have a comprehensive financial plan that helps you deal with it. Retirement Plan Checklist: https://bit.ly/3ua5q3h Une…

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The Dentist Money Show | Financial Planning & Wealth Management

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#447: SECURE Act 2.0 & Retirement Plans: What You Need to Know 53:06

20d ago53:06

53:06

America is facing a retirement disaster. Surveys have found that only 75% of non-retirees have any retirement savings with only 40% feeling that their retirement savings are on track. Can anything be done to prevent catastrophe? On this episode of the Dentist Money™ Show, Ryan and Matt look at the SECURE Act 2.0 and the benefits it adds to 401(k), …

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The Annex Wealth Management SWOT Podcast

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The Powell Pause and the power of lower expectations. 18:59

22d ago18:59

18:59

What the pause means for fixed income and equity markets is a strength while equity valuations remain a weakness. Expectations are low, that's an opportunity. That along with short positioning has led to a decent rally so far. The Fed remains the threat.Kirjoittanut Annex Wealth Management

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The Dentist Money Show | Financial Planning & Wealth Management

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#446: Fan Favorite - “The Difference Between Holistic Planning and Asset Management” - Episode 222 31:53

22d ago31:53

31:53

After eight years at the mike and 400+ Dentist Money™ Shows, we thought it was time to visit our archives and replay the podcasts that proved to be the most popular. On episode #222, Reese introduces Matt Mulcock. If you’ve ever wondered how your money might be handled by a large asset management firm, Matt compares Dentist Advisors’ holistic plann…

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America's Wealth Management Show

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4 Big Tax Mistakes Retirees Need to Avoid 24:26

22d ago24:26

24:26

Do you think you know everything there is to know about the tax code? The truth is that you likely won’t even find a financial advisor that know everything about the tax code. Our advisors are even willing to acknowledge that. That’s exactly why we have CPAs on staff. Our CFP® Professionals work alongside our CPAs to make sure that people aware of …

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Money Talk: The Annex Wealth Management Show - Naples

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Sunday, November 5th. Q3? Fabulous for services. 55:49

23d ago55:49

55:49

Despite the largest company in the S&P 500 trading lower, the employment situation report underscored that the Fed is done. The Powell Pause has fanned the flames of the fire under stocks and bonds. Join us for the Week-in-Review, a closer look at the Annex Tax-Smart Planning Strategy Review, why homes might not be a great choice for wealth transfe…

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Money Talk: The Annex Wealth Management Show - Milwaukee

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Saturday, November 4th. Earnings season has been good, but guidance hasn’t. 33:33

24d ago33:33

33:33

Nearly 80% of companies beat earnings expectations. The real news was in the conference calls where they offered a sobering outlook. Dave Spano and Brian Jacobsen recap the week. Learn more about the Annex Tax-Smart Planning Strategy Review and why houses might not make great wealth transfer vehicles.…

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Capstone Wealth Management

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2001 Pt.2 42:26

25d ago42:26

42:26

Kirjoittanut Fox Sports 1070 (WTSO-AM)

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The Dentist Money Show | Financial Planning & Wealth Management

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#445: Two Cents 10/30/23 - Q3 Earnings, Rising Home Prices, the Gloomy Wealthy 36:57

25d ago36:57

36:57

Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Jake, and Rabih talk about the revenue trends we’re seeing during the Q3 “earnings season”; why interest rates and home prices are both rising; and look into why the wealthy can't seem to buy happiness. Need answers to your financial ques…

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Your Life Simplified: A Financial & Wealth Management Podcast

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6 End-of-Year Tax & Financial Planning Strategies 13:26

26d ago13:26

13:26

As we near the end of the year, what is it that you should be doing to minimize taxes and make sure that you've got your financial world organized? Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, share 6 tax and wealth planning strategies you should consider before the year wraps up.…

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America's Wealth Management Show

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5 Questions About Long-Term Care Insurance 24:33

26d ago24:33

24:33

Six months ago, Logan DeGraeve, CFP®, AIF® and Matt Kasper, CFP®, AIF® discussed rising long-term care costs on the Modern Wealth Management Education Series. To the surprise of no one, it appears to be a trend with no end in sight. There’s no question about that, but that doesn’t mean that we’re not receiving plenty of questions about long-term ca…

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The Dentist Money Show | Financial Planning & Wealth Management

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#444: Answer the Call: Why Rapid Call Response Is Crucial 35:26

27d ago35:26

35:26

Regardless of the business, customers expect a prompt response. This is even more crucial for a dental office where the majority of new patients sent to voicemail, put on hold, or not greeted appropriately, never call back! On this episode of the Dentist Money™ Show, Ryan welcomes Gary Bird, of SMC National, to talk about the unanswered calls probl…

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The Dentist Money Show | Financial Planning & Wealth Management

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#443: Big news! Pack Your Bags for Park City! 34:20

29d ago34:20

34:20

Announcing the first Dentist Money Summit for the summer of 2024 in Park City, Utah. Our lineup of special speakers will help you "learn how to live your rich life". Are you aligning your money with your values? Discover how to live with greater serenity in the present by integrating your money decisions with what it means to make you happy. Dentis…

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The Annex Wealth Management SWOT Podcast

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Who's got bad breadth? 22:11

29d ago22:11

22:11

Artificial intelligence is here and a definite strength Meanwhile, bad breadth pulls equity returns lower and is a weakness. Look to risk/reward for stock and bonds for opportunities and be mindful of the threat of increasingly tighter conditions.Kirjoittanut Annex Wealth Management

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America's Wealth Management Show

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When Is It Time to Retire? 23:59

29d ago23:59

23:59

“How much do I need to retire?” is probably the most frequent questions that our CFP® Professionals are asked. However, “When can I retire?” or “When is it time to retire?” aren’t too far behind. If you work with an advisor who gives you an immediate answer to any of those questions, they’re really a financial advisor in name only. They’re probably…

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Money Talk: The Annex Wealth Management Show - Naples

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Sunday, October 29th. Not a rising tide lifting all boats. 55:36

1M ago55:36

55:36

How 'bout that GDP? But is consumer spending about to diminish? We'll cover it in the Week-in-Review. Learn more about the role of a Certified Divorce Financial Analyst during a divorce. Well also cover 'lifestyle creep', Millionaire Myths, Millennials bailing on retirement planning, and the how private equity works with Annex Private Client.…

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