))
Care For My Wealth Show with Capstone Wealth Management, a weekly show that airs Saturdays at 9am on The Big 1070 in Madison.
M
Money Talk: The Annex Wealth Management Show - Milwaukee
1
Money Talk: The Annex Wealth Management Show - Milwaukee
Annex Wealth Management
News, planning insight, and forward thought on the economy, markets, and wealth management.
T
The Annex Wealth Management SWOT Podcast
1
The Annex Wealth Management SWOT Podcast
Annex Wealth Management
Start the week off with insight and perspective from members of the Annex Wealth Management Investment Committee.
M
Money Talk: The Annex Wealth Management Show - Naples
1
Money Talk: The Annex Wealth Management Show - Naples
Annex Wealth Management
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.
B
Beer Markets: Presented by ACG Wealth Management
1
Beer Markets: Presented by ACG Wealth Management
ACG Wealth Management
Join ACG Wealth Management CIO Bobby Moyer and Financial Advisor Jimmy Pickert as they enjoy local craft beers and discuss their thoughts on what is happening in the market & economy. ________________________________________________________________________________________________________________________________________________________________ Due to various factors, including changing market conditions and/or applicable laws, the content in this podcast may no longer be reflective of current ...
Y
Your Life Simplified: A Financial & Wealth Management Podcast
1
Your Life Simplified: A Financial & Wealth Management Podcast
Mariner Wealth Advisors
Your financial life doesn’t need to be complicated. It’s our goal to help you take the complex and make it simple. From retirement planning to investment strategies and more, hosts Mike MacKelvie, Valerie Escobar and Katie Dunn Fitzgerald share need-to-know insights on finances and wealth that can help make Your Life Simplified.
T
The Dentist Money™ Show | Financial Planning & Wealth Management
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.
A
America's Wealth Management Show with Dean Barber
1
America's Wealth Management Show with Dean Barber
America's Wealth Management Show with Dean Barber
Barber Financial Group 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. Dean is the author of Retire a Winner and is a frequent contributor to CNBC, CNN Money, SmartMoney, Bloomberg Radio, The Wall Street Journal, and Investment News. Investment advisory services offered through Barber Financial Group, Inc., an SEC ...
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。
America's Wealth Management
Welcome to the Minority Wealth Management podcast!
Galvez Wealth Management LLC discuss real estate, finance, life lessons and every now and then some shenanigans.
Kevin Bruce, CFA, CFP® looks at the world of personal finance, investing and retirement planning from a biblical perspective and provides education and opinion.
P
Portland Private Wealth Management Blog
1
Portland Private Wealth Management Blog
Portland Private Wealth Management Group
A discussion of market conditions and investment strategy.
C
Complete Wealth Management With Dave Alison
1
Complete Wealth Management With Dave Alison
Dave Alison, CFP®, EA, BPC
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!
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 ...
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.
Bởi Fox Sports 1070 (WTSO-AM)
We talk a lot about stress testing for a variety of economic conditions when building a financial plan. It becomes that much more important when a lost decade occurs. That's when the stock market is flat for 10 years or more. Dean Barber and Logan DeGraeve look at some recent examples of lost decades—such as the 1970s and 2000s—and how to ensure th…
Medicare is another cost to consider during retirement. How do you get the most value out of your Medicare package? On this episode of Your Life Simplified, Michael MacKelvie, wealth advisor, is joined by Tim Mickelson, Medicare specialist. They’ll discuss the costs associated with each part and working with an insurance agent. They’ll also cover t…
T
The Dentist Money™ Show | Financial Planning & Wealth Management
1
#382: How to Diversify Your Deposits for More FDIC Protection
54:53
54:53
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
54:53
Banks need to be considered safe and stable places to keep people’s money. There’s a plethora of problems that occur if people lose faith in that fact. On this episode of the Dentist Money™ Show, Ryan and Matt examine why there was a run on Silicon Valley Bank deposits, the history of bank failures, and the role of the FDIC to ensure people have co…
T
The Annex Wealth Management SWOT Podcast
1
Monday, March 20th. 'A weeding out of the weak'.
14:21
14:21
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
14:21
Resilience in equity markets meets weakness in credit and commodities. There are opportunities in large banks while potential exists for contagion and stagflation.Bởi Annex Wealth Management
In the aftermath of the Fed breaking 'something', it was quite a week. What's the fallout and what might lie ahead? Dave and Derek cover it during our Week-in-Review. Today's show also tackles 'retirement killers', Ask Annex, how we provide guidance for widows, and our education series, What's That.Bởi Annex Wealth Management
Tons of turmoil in the banking sector led to a wild week. How'd things turn out? Dave and Derek cover it during the Week in Review. Sometimes with investment and retirement planning, we can be our own worst enemy. We'll share a few dangers and offer some tips to avoid them. And how does Annex step in to guide widows during a bewildering time? We'll…
B
Beer Markets: Presented by ACG Wealth Management
1
Beer Markets: Banking Concerns, Jobs Report, & More
32:38
32:38
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
32:38
In this episode of Beer Markets Bobby Moyer is joined by ACG Wealth Management President & CEO Sandy Wiggins to discuss the latest news headlines including Silvergate, Silicon Valley Bank, and the jobs report. Please see ACG’s full disclosure at acgwealthmanagement.com/podcastdisclosure/Bởi ACG Wealth Management
Bởi Fox Sports 1070 (WTSO-AM)
T
The Dentist Money™ Show | Financial Planning & Wealth Management
1
#381: DAP2 2. Lessons I Learned From Disney with Meredith Papadea
1:13:08
1:13:08
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
1:13:08
On this episode of Dentists Are People Too, a Dentist Money Show series, Ryan welcomes Meredith Papadea. A pediatric dentist from South Carolina, Meredith shares with Ryan the unusual path that brought her to dentistry, her love of serving children, of running races, of pursuing happiness … and of the Disney way!…
A
America's Wealth Management Show with Dean Barber
1
401(k) in Retirement: Managing Your Biggest Asset
33:22
33:22
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
33:22
According to Fidelity, retirees lost an average of 23% in their 401(k) savings in 2022. That’s devastating. But that begs the question, why do retirees still have money in 401(k) accounts? Bud Kasper and Logan DeGraeve are going to discuss how to protect assets like your 401k in retirement, especially during difficult times in the market.Schedule a…
There can be a lot to unpack when considering the different Medicare coverage components and understanding what may be right for you. On this episode of Your Life Simplified, Michael MacKelvie, wealth advisor, is joined by Tim Mickelson, Medicare specialist. They’ll discuss the basics of Medicare, including Part A, B, C and D, costs, signing up for…
T
The Dentist Money™ Show | Financial Planning & Wealth Management
1
#380: Do You Have What It Takes to Build a Group Practice?
50:34
50:34
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
50:34
The industry is becoming more entrepreneurial, but there are pitfalls and perils awaiting those who don’t know the ins and outs of building a group practice. On this episode of the Dentist Money™ Show, Ryan talks with Perrin DesPortes of Polaris Healthcare Partners, a strategic advisory firm focused exclusively on helping entrepreneurial dentists b…
T
The Annex Wealth Management SWOT Podcast
1
Monday, March 13th. A BIG week meets the SVB factor
21:28
21:28
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
21:28
The continued strength of inflation, valuations continue to be high while the equity risk premium stays low. The decline in interest rates meets continued Central Bank tightening.Bởi Annex Wealth Management
Another big jobs month might seal the deal on the next rate hike. We'll cover that including market reaction during the Week-in-Review. Learn more about the Annex Retirement Plan Services department with Tom Parks--he's got a great educational piece on 401k basics. Robert Chastain, branch director at Annex Southwest Florida, covers why it's so impo…
OK, February jobs wasn't as monstrous as January---but 311,000 was far past the estimate. Does the Fed have any choice when it comes to the next move with rates? Dave and Derek will decode that--plus all the market news during our Week-in-Review. What are your options for Financial Planning in a Changing Tax World? Deanne Phillips covers that---and…
Bởi Fox Sports 1070 (WTSO-AM)
Even with being super busy during tax season, CPA and Director of Tax, Corey Hulstein was kind enough to take some time to join Dean Barber and Bud Kasper on America’s Wealth Management Show to help answer the question, what is tax planning?Find resources from this episode here: https://barberfinancialgroup.com/what-is-tax-planning/?utm_source=YouT…
Y
Your Life Simplified: A Financial & Wealth Management Podcast
1
Bond Market: Should You Invest in Bonds?
30:31
30:31
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
30:31
Considering rising interest rates and inflation, should you invest in bonds? While bonds are a common investment, they can be complex. Michael MacKelvie, wealth advisor, is joined by Carolyn Moriarty, wealth advisor, to break down bonds, their structure, how they work within your portfolio and if you should consider investing in bonds…
T
The Dentist Money™ Show | Financial Planning & Wealth Management
1
#379: 5 Common Blind Spots to Financial Progress
49:24
49:24
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
49:24
When someone is unable to fully grasp the importance of something, it’s called a blind spot. While we all have them, early recognition of personal financial blind spots can prevent us from making costly mistakes. On this episode of the Dentist Money™ Show, Ryan and Matt warn about five common blind spots every dentist should consistently guard agai…
Listen to our recap of February, complete with the stats and commentary you need to know. If you would like to view the video version please visit: https://blog.acgworldwide.com/topic/monthly-insights Please see ACG’s full disclosure at: www.acgwealthmanagement.com/podcastdisclosure/Bởi ACG Wealth Management
T
The Annex Wealth Management SWOT Podcast
1
Monday, March 6th. Margin pressure--both a weakness and an opportunity.
16:28
16:28
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
16:28
Business and consumers locked in low rates on their debt. The mortgage market remains tough. AI and its potential aid to productivity. And the Fed's guidance might not be as effective on a go-forward basis.Bởi Annex Wealth Management
Earnings continue to arrive and Dave and Derek dig into several key retailers. While we don't sell annuities, many clients arrive with them in their portfolios. We pore through them during our Annuity Analysis. Learn more about that process on this week's show. Robert Chastain covers various ways Baby Boomers knock their plans off tracking with err…
Dave and Derek dig into more earnings reports---including several key retailers. Learn more about the Annex annuity analysis we perform for all clients when they join us. Ask Annex opens the mailbag---and we’ll run through a list of Millionaire Myths, most of which are incorrect.Bởi Annex Wealth Management
Bởi Fox Sports 1070 (WTSO-AM)
T
The Dentist Money™ Show | Financial Planning & Wealth Management
1
#378: DAP2 1. Stoicism and Entrepreneurship with Mark Costes
1:20:19
1:20:19
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
1:20:19
On the inaugural episode of Dentists Are People Too, a Dental Money Show Series podcast, Ryan welcomes Mark Costes. Writer, coach, serial entrepreneur, podcaster, and dentist, Mark shares stories about his entrepreneurial successes … and failures, his personal passions, and why he loves the philosophy of Stoicism.…
A
America's Wealth Management Show with Dean Barber
1
Want to Retire in 10 Years? Here's What You Need to Know
33:06
33:06
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
33:06
So, let’s say you want to retire in 10 years. What do you need to do to start planning for retirement? Bud Kasper, CFP® and Logan DeGraeve, CFP® discuss how to begin building a financial plan, what all you need to consider when planning for retirement, and much more on America’s Wealth Management Show.Find resources from this episode here: https://…
Y
Your Life Simplified: A Financial & Wealth Management Podcast
1
Planning for Long-Term Care with Your Parents
23:05
23:05
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
23:05
50% of adults will need long-term care at some point in their life, and this can have major impacts on your emotions and financial plan. Dr. Christina Lynn, practice management consultant, joins this episode of Your Life Simplified to share how to discuss aging and long-term care with your parents, what emotions this may bring, how much to plan for…
M
Money Talk: The Annex Wealth Management Show - Milwaukee
1
WTMJ Conversations: Dave Spano and Jeff Wagner
13:28
13:28
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
13:28
On a recent WTMJ Conversations, Dave Spano sat down with Jeff Wagner to discuss bonds, sectors, portfolio balance, volatility, Social Security, health care costs, and mortgage rates.Bởi Annex Wealth Management
T
The Dentist Money™ Show | Financial Planning & Wealth Management
1
#377: Two Steps Every Dentist Can Take to Avoid Fraud
58:19
58:19
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
58:19
If you don’t believe fraud will happen at your practice, you’re not paying attention to the high number of dentists who get embezzled by a staff member. On this episode of the Dentist Money™ Show, Ryan talks about fraud in the dental industry with David Harris, founder of Prosperident, a forensic investigation firm that specializes in protecting de…
Y
Your Life Simplified: A Financial & Wealth Management Podcast
1
How to Discuss Prenups with Your Partner
17:18
17:18
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
17:18
Before saying, “I do,” it can be helpful to discuss finances with your fiancé and have a prenuptial agreement in place. On this episode, Valerie Escobar, senior wealth advisor, hosts, Julia Rodgers, CEO and Co-Founder of HelloPrenup, who shares ways you can approach this topic with your partner, how to have that conversation and ways that you can h…
T
The Annex Wealth Management SWOT Podcast
1
Monday, February 27th. A signal at the wrong time.
17:19
17:19
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
17:19
Consumer strength continues to be a strength--but not what the Fed wants to see. Further rate hikes are a certainty and the market is pricing them in. What is AI's impact for potential productivity gains? And what does the continued slowdown in growth mean down the road?Bởi Annex Wealth Management
More earnings and data. What did the Fed meeting notes tell us? Dave and Derek recap the week. Learn more about one couple's journey toward retirement on a Hear the Difference segment. Ask Annex opens the mailbag---and we learn more about Financial Incompatibility and its sinister cousin, Financial Infidelity.…
Markand Derek recap the week as PCE showed inflation still rising. Learn more about one couple's journey toward retirement on a Hear the Difference segment. Ask Annex opens the mailbag---and we learn more about Financial Incompatibility along with steps to address it.Bởi Annex Wealth Management
Bởi Fox Sports 1070 (WTSO-AM)
Do you remember when IRAs were good? Congress messed that up with the SECURE Act. IRAs are now a bad wealth transfer option. Dean Barber and Bud Kasper will help explain why that is and what all to consider when transferring wealth to your loved ones.Find resources from this episode here: https://barberfinancialgroup.com/transferring-wealth-iras-ar…
T
The Dentist Money™ Show | Financial Planning & Wealth Management
1
#376: Should You Hold, Sell, or Find a Partner?
49:13
49:13
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
49:13
DSOs are in a buying mode, but before you act too fast, there is a lot to consider as selling a practice is a huge financial and emotional decision. On this episode of the Dentist Money™ Show, Ryan talks with Kyle Francis of Professional Transition Strategies about industry consolidation, how DSOs make money, and if selling, finding a partner, or j…
T
The Annex Wealth Management SWOT Podcast
1
Monday, February 20th. It still pays to be defensive
17:51
17:51
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
17:51
US markets closed for President's Day--but we're still here talking about the economy and inflation. Might the market misplace inflation coming down? Does it make sense to play defense? And why is opportunity cost a threat?Bởi Annex Wealth Management
CPI, PPI, and a bunch of other data. What's it mean for the Fed? Dave and Derek will recap the week. Great segments on today's show including how to save and invest if you don't have 401k access. Robert Chastain covers the 4 types of retirees--and Deanne Phillips will talk about grandparents can bless grandchildren.…
Soft landing. Hard landing. Is there such thing a 'no' landing? Dave and Derek will review the week which included CPI and PPI readings. If you won't have access to a 401k, you can still save and invest toward retirement. We've got 4 options. Also, what are 10 key things you'll need to have to construct an estate plan?…
Bởi Fox Sports 1070 (WTSO-AM)
A
America's Wealth Management Show with Dean Barber
1
7 Reasons Why Retirement Planning Is Important
31:03
31:03
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
31:03
Why is retirement planning important? Bud Kasper and Logan DeGraeve dig into why retirement planning is about more than just saving. Find resources and schedule a conversation here: https://barberfinancialgroup.com/7-reasons-why-retirement-planning-is-important/?utm_source=soundcloud&utm_medium=awms&utm_campaign=7-reasons-why-retirement-planning-is…
Y
Your Life Simplified: A Financial & Wealth Management Podcast
1
What to Consider Before Signing a Prenup
19:16
19:16
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
19:16
Oftentimes, getting a prenuptial agreement may feel unromantic, timely and expensive. But not having a prenup can end up causing more strife and costing more in the long run. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and hosts guest, Julia Rodgers, CEO and Co-Founder of HelloPrenup. They discuss what is a pren…
