))
News, planning insight, and forward thought on the economy, markets, and wealth management.
…
continue reading
Helping people change the trajectories of their lives through establishing, growing, maintaining, or protecting wealth as a fiduciary. For educational and entertainment purposes only. Please consult your own financial advisor or other professionals directly. DISCLAIMER: https://www.scfsecurities.com/disc/branden-du-charme/
…
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
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
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
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
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
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
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
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
1
Saturday, June 1st. Growth slowing to a crawl
33:43
33:43
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
33:43
Government COVID stimulus created a sugar high. We're coming down. Brian Jacobsen has our week-in-review. Learn more about the Annex Insurance Assessment, a powerful tool to spot strengths and weaknesses in your insurance coverage.Bởi Annex Wealth Management
…
continue reading
1
#520: Two Cents of 6/3/2024 - Q1 Earnings Part 2; Inflation; Is There a Secret To a Happy Life?
30:08
30:08
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
30:08
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 continue Q1 earnings reports from the previous episode and delve into the significance of inflation and the Fed's policy. They explore the concept of purpose and its impact on happiness and well-being. …
…
continue reading
1
Defining Short, Mid, and Long-Term Financial Goals
23:23
23:23
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
23:23
Everyone knows that you need to learn to crawl before you can walk and walk before you can run. With so many things in life, it’s critical to set short-term, mid-term and long-term goals. That’s certainly the case with your finances and trying to accomplish short-term, mid-term and long-term financial goals. Retirement Plan Checklist: https://bit.l…
…
continue reading
1
Du Charme Legacies and the Ethics of Wealth Building
1:13:14
1:13:14
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
1:13:14
Robert Ducharme left behind not just a legacy of agricultural tenacity from the family Wisconsin farm, but a financial compass that has guided the family through life's fiscal storms. It's stories like these—of tractors and life lessons—that we share with you, revealing the roots of our financial acumen and the importance of a work ethic that endur…
…
continue reading
NVIDIA is the coolest kid in the class but we're beginning to see a bifurcated economy. Opportunities exist by focusing on quality but a growth scare poses a threat.Bởi Annex Wealth Management
…
continue reading
1
Sunday, May 26th. It's NVIDIA's world, we just live in it.
55:45
55:45
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
55:45
A tale of two economies: tech vs. consumer staples. Catch the week-in-review from Dave Spano and Brian Jacobsen. We'll also hear more about the Annex Experience, how to stay sharp in retirement, retirement killers, and how to bolster retirement and worry less about Social Security.Bởi Annex Wealth Management
…
continue reading
1
Longevity Planning: Can Your Wealth Plan Support You to Age 100?
25:10
25:10
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
25:10
In this episode of The Plum Pointe Wealth Management Podcast Series, we delve into the fascinating world of longevity planning. With advancements in healthcare and technology, people are living longer lives than ever before. But what does this mean for your wealth plan? Can it support you as you age well into your 90s or even 100s? From managing he…
…
continue reading
1
Wealth Management INVEST: Wealth Enhancement Group’s Approach to Private Investments
26:52
26:52
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
26:52
WealthManagement.com’s David Bodamer sits down with Doug Huber, Vice President of Investment Strategy at Wealth Enhancement Group, to delve into how the RIA approaches private market strategies amid the ongoing evolution of alternative investments. Doug focuses on: What is the trend of democratization in alternative investments and increased invest…
…
continue reading
1
The Great Sunset From The Tax Cuts & Jobs Act: Are Your Taxes Going Up?
1:00:40
1:00:40
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
1:00:40
Unlock the secrets to masterful tax management with our latest episode where we navigate through the transformative landscape post the Tax Cuts and Jobs Act of 2017, they shed light on how Alison Wealth Management has redefined the way we approach tax planning. From our early family office days to serving a diverse clientele, this episode promises …
…
continue reading
Tax season may be over, but that doesn't mean we're done tax planning. Jennifer Kohlbacher, director of wealth strategy, joins Michael MacKelvie, wealth advisor, to share the importance of year-round tax planning and what you should be thinking about.Bởi Mariner
…
continue reading
1
#520: Financial Advisors vs AI: The Power of Human Insight
49:03
49:03
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
49:03
Everyone seems to be worried about the threat of artificial intelligence on jobs in the future. Funny thing though, it was only a few years ago that roboadvisors were going to replace financial advisors. AI has already lost that battle. On this episode of the Dentist Money Show, Ryan and Matt explain why people prefer advice from another human who …
…
continue reading
No one wants to work hard for their financial wealth only to see it unexpectedly vanish. That’s why it’s critical to have a forward-looking financial plan that stress tests against things that can derail your retirement plans. Dean Barber and Bud Kasper, CFP®, AIF® want you to keep these six factors top of mind that can destroy your wealth. Financi…
…
continue reading
1
Saturday, May 25th. A Tale of Two Economies.
33:56
33:56
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
33:56
It's NVIDIA's world, we just live in it. Dave Spano and Brian Jacobsen present our week-in-review which includes NVIDIA's blockbuster earnings. Learn more about the Annex 'experience' and two upcoming presentations in Milwaukee.Bởi Annex Wealth Management
…
continue reading
1
#519: Two Cents of 5/27/2024 - Q1 earnings; How much Americans save; Is the stock market rigged?
33:50
33:50
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
33:50
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 analyze Nvidia's Q1 earnings and the trend of beating analysts' expectations. They touch on the psychology of spending and saving and the economic implications of higher savings rates. Finally, they provide…
…
continue reading
1
5 Reasons NOT to Convert to a Roth IRA
23:30
23:30
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
23:30
We’ve published a lot of content that highlights how Roth conversions can be a helpful tax planning strategy for someone who is preparing for or going through retirement. However, Roth conversions aren’t for everyone. There are also reasons not to convert to a Roth IRA. Roth Conversion Case Studies: https://bit.ly/3KeQ2ri Become a Rothaholic: https…
…
continue reading
1
#518: 10 Popular Financial Strategies: Overrated or Underrated?
48:36
48:36
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
48:36
We’re constantly bombarded with information about how to improve our financial well-being—there seems to be no shortage of ways to get ahead financially. While many sound great in theory, do they really measure up when put into practice? On this episode of the Dentist Money Show, Matt and Victoria talk about 10 popular financial strategies that the…
…
continue reading
1
The Entrepreneur's Guide to Navigating Business Loans | Art of Business Financing
53:19
53:19
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
53:19
Unlock the enigma of commercial lending with Shannon Walker, an investment sage who strips away common misconceptions about funding for small and medium-sized businesses. This episode is a goldmine for entrepreneurs and seasoned business owners alike, offering a deep dive into the crucial financial considerations that dictate sustainable business g…
…
continue reading
A 40,000 DOW is a strength while there are more cracks in the consumer's facade. Why sell in May when you can just stay? And a no-landing but turbulence ahead appears as a threat.Bởi Annex Wealth Management
…
continue reading
1
4 Retirement Risks Out of Your Control
23:26
23:26
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
23:26
A huge factor of financial planning is controlling what you can control. It’s pivotal to understand that as you’re determining if you have enough money to get to and through retirement. The fear of outliving your money is a retirement risk that’s a big concern for a lot of people. However, with a financial plan, it’s a controllable retirement risk.…
…
continue reading
1
Sunday, May 19th. The Dow hits an arbitrary milestone, here come the rally hats.
55:49
55:49
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
55:49
CPI was better, but retail sales and industrial production were not. It's a good reminder that the macroeconomy is not the market. Dave Spano and Brian Jacobsen present our week-in-review. We'll also cover divorce and its impact on retirement planning, spousal Social Security, 4 money myths, and the slippery slope of supporting adult children.…
…
continue reading
1
Saturday, May 18th. Break out the rally caps?
33:47
33:47
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
33:47
The Dow points don't matter. Percentages do. Dave Spano and Brian Jacobsen present our week-in-review. Learn more about the impact of divorce on retirement planning and details about a special workshop planned for June. We'll also have Ask Annex and our resident Marine will cover boot camp for financial and retirement planning.…
…
continue reading
1
#517: Two Cents Week of 5/20/24 - Inflation Reduction; Car Insurance Increase; GameStop and Reddit Update
39:17
39:17
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
39:17
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 the recent reduction on inflation and the impacts it can have. They also discuss the rising costs of car insurance and call back stats to provide some reasoning why car insurance has shot up…
…
continue reading
1
#516: Fan Favorite - Strategies to Use for Kids Savings – Episode 292
34:17
34:17
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
34:17
Enjoy a replay of another one of our most popular Dentist Money Show episodes. You know that kids are expensive. Should you be saving for their future? Some dentists say ‘yes’, others choose not to. No matter what you decide, you should know the children’s savings options available to you—529 education accounts, minor Roth IRAs, UTMA accounts, etc—…
…
continue reading
1
6 Retirement Withdrawal Mistakes to Avoid
23:50
23:50
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
23:50
How much money are you going to take from what accounts, and when are you going to take it in retirement? Logan DeGraeve, CFP®, AIF® and Chris Rett, CFP®, AIF® want to make sure that you have a retirement distribution strategy that has you withdrawing money from your accounts in the most efficient way possible, so they shared 6 retirement withdrawa…
…
continue reading
1
#515: Maximizing Returns: The Role of Time in Investing
35:31
35:31
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
35:31
Our brains are wired to think linearly. As a result, the long-term returns of some investments often surprise us. But if a little growth is the fuel for future growth, what we should do as investors is learn to harness that exponential power. On this episode of the Dentist Money Show, Ryan and Matt explain why time plays such a significant role whe…
…
continue reading
1
Crafting the Perfect Insurance Plan for Financial Peace of Mind
1:18:26
1:18:26
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
1:18:26
Have you ever considered the real impact of those small insurance claims on your ability to secure premium insurance plans? Join me and guest expert Rustin Staheli as we unravel the often-misunderstood world of insurance and risk management, examining the fine balance between being over-insured, under-insured, or just right. We're diving into the n…
…
continue reading
Rising earnings expectations are a strength but is the labor market beginning to crack? An opportunity exists to rethink real assets but the threat of decelerating economic growth has arrived.Bởi Annex Wealth Management
…
continue reading
Do you think you can just live on Social Security income? Do you think you'll have more than enough to retire if you just save to your 401(k) match? Or maybe you've wondered if Medicare will cover all your health care costs. On this episode of America's Wealth Management Show, Logan DeGraeve, CFP®, AIF® and Chris Rett, CFP®, AIF® are going to expla…
…
continue reading
1
Sunday, May 12th. Earnings are all over the place.
56:24
56:24
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
56:24
Dave Spano and Brian Jacobsen present the Week-in-Review. What's the latest with the possible cut to Social Security benefits in 2035? Naples Branch Director Robert Chastain covers 6 items you might not want to inherit.Bởi Annex Wealth Management
…
continue reading
1
Saturday, May 11th. Fast followers and feeling the pinch.
33:44
33:44
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
33:44
Bank of England is signaling a rate cut. So is Sweden. This matters, because currency moves matter. Dave Spano and Brian Jacobsen cover the Week-in-Review. What's the latest on potential for Social Security cutting benefits in 2035? Our planning team shares some thoughts. Ask Annex answers some questions and our retirement services department share…
…
continue reading
1
#514: Two Cents Week of 5/13/24 - Disappearing Stock Market; History and Stock Market Returns; Optimistic Retirement Age
42:38
42:38
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
42:38
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 discuss the historical number of stocks available to be traded in the US stock market and why that number has shrunk from decades past. They discuss whether the stock market is still a viable asset to be in…
…
continue reading
1
Are You Overspending or Underspending?
24:15
24:15
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
24:15
Are you overspending and don’t even realize it? Or are you underspending and living well below your means? And whether you’re overspending or underspending, how are you supposed to be able to tell? Retirement Plan Checklist: https://bit.ly/4ai55L3 Tax Reduction Strategies: https://bit.ly/3JT04Oo Financial Planning Tool: https://bit.ly/3wrsH23 Meet …
…
continue reading
1
#513: Why Less Is More: Insights from 'The Paradox of Choice'
58:36
58:36
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
58:36
Everyday decisions have become increasingly complex due to the staggering number of options we have. In his seminal work, The Paradox of Choice, Barry Swartz offers insights on how to handle choice overload and decision-making paralysis. On this episode of the Dentist Money Show, Ryan, Matt, Victoria, and Will review his book and talk about why an …
…
continue reading
1
Power of Carry Trades: Maximizing Gains and Minimizing Risks in Financial Markets
50:26
50:26
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
50:26
Discover the exciting world of carry trades with Branden Ducharme and Michael Gayed on this episode of the podcast. They break down complex financial concepts and explain how borrowing in a low-interest-rate currency can lead to potential gains or losses when investing in higher-yielding assets. The conversation covers the risks of currency exposur…
…
continue reading
1
The Fed is navigating using a rearview mirror
25:53
25:53
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
25:53
A dovish tilt and buybacks are powering the market forward but there's weakness with cracks forming in the consumer facade. Market misconception is providing opportunities for outperformance while bad data and labor issues are a threat.Bởi Annex Wealth Management
…
continue reading
You're in the retirement red zone – your 60s. It’s time to put your plans in action! You’ve been working for your money for a LONG time, now it’s time for it to work for you. Planning for retirement doesn’t end when you retire, it’s an ongoing process, but knowing you have a plan can make all the difference. Retirement Plan Checklist: https://bit.l…
…
continue reading
1
Sunday, May 5th. Are stocks "priced for perfection?" Some, but not many.
55:43
55:43
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
55:43
Look at Apple: low expectations going into earnings made it easy to beat. Dave Spano and Brian Jacobsen present our Week-in-Review. Also, what are 6 benefits to setting up a trust? What happens during the Annex Wealth Management portfolio review? And what are 5 reasons to consider increasing your 401k contribution?…
…
continue reading
1
Saturday, May 4th. From high hopes to low expectations.
33:43
33:43
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
33:43
The Fed is worried about financial stability--it is taking some pressure off the private sector to mop up all the government's debt. Dave Spano and Brian Jacobsen discuss the broader impact. Wills are great, but trusts might be better. Our estate planning attorney shares 6 benefits to setting up a trust. What happens during an Annex Wealth Manageme…
…
continue reading
1
#512: Two Cents Week of 5/6/24 - Fed's Inflation Response; Ban of Non-Compete Agreements; Economics of Car Ownership
32:05
32:05
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
32:05
Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Will, and Rabih review the Fed's recent response to inflation and the effect on interest rates. They also discuss the FTC's ban on non-compete agreements and how that could affect dentists. Finally, they analyze the econom…
…
continue reading
1
#511: Fan Favorite - Do I Really Need a Financial Advisor? – Episode 289
27:54
27:54
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
27:54
Enjoy a replay of another one of our most popular Dentist Money Show episodes. “When is it time to get financial help?” Like many issues that deal with money, the answer is personal for each individual. On this episode of the Dentist Money™ Show, Jake Elm, CFP® at Dentist Advisors, joins Ryan to take on the question and explain the reasons why earl…
…
continue reading
