The Rudd Commentary podcast is a lively, wide-ranging informational resource for busy investors seeking to understand current market conditions, review important financial topics, spot portfolio opportunities, and explore the meaning behind host Josh Rudd’s investment management mantra: Invest Long & Prosper. As the news cycle lurches from crisis to crisis, The Rudd Commentary can help you maintain financial perspective. Volatility will always be a part of the capitalist economy, but success ...
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Investing 101 Series: Lump Sum Do's & Don'ts
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In this episode join us as we dive into the crucial do's and don'ts when receiving a lump sum of wealth.על ידי Styre Wealth
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Episode 39: Beneficiaries: A Powerful Tool or A Hidden Problem
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Join us as we uncover how beneficiaries can be either a powerful tool for promoting your legacy or a hidden problem if not reviewed regularly.על ידי Styre Wealth
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Episode 38: Planning Your Legacy
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Join us as we discuss the importance of Estate Planning with Carolyn Dove, founding attorney at The Dove Firm.על ידי Styre Wealth
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Investing 101 Series: Exploring the Value Behind Risk
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In this Investing 101 Episode, we dive into key questions surrounding risk and it's impact on investors.על ידי Styre Wealth
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Episode 37: Cheaper by The Dozen: 12 Ideas for Investors Tax Planning
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In this Episode, we present 12 Ideas for Investors to consider during tax planning, insight to help investors in their upcoming tax time and beyond.על ידי Styre Wealth
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Episode 36: Are you A "High Performer?"
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In this episode, we define what it means to be a true High Performer and highlight why we specialize in serving these dynamic and successful people.על ידי Styre Wealth
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Episode 35: Preparing for Opportunity in 2024
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In this episode, we discuss how to get your financial landscape ready for a new season and take advantage of opportunities in 2024.על ידי Styre Wealth
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Episode 34: Driving Success: Setting Goals and Strategic Planning in 2024
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In this episode, we provide actionable steps to help you work towards your goals and address challenges along the way. Join us for a positive journey toward personal success in the coming year.על ידי Styre Wealth
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Episode 33 : Taking Advantage of Higher Rates
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On this episode join Josh as he dives into the dynamic world of higher interest rates and their dual impact. He uncovers strategies for capitalizing on the advantages while working to mitigate the challenges presented by rising interest rates.על ידי Styre Wealth
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Investing 101 Series: Gold & Silver
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We're digging deep into the world of precious metals on this podcast -tune in to strike gold with out expert insights.על ידי Styre Wealth
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Episode 32: R.E.al Opportunities
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Lean about the opportunities and risks of investing in residential Real Estate. Listen as our STYRE Wealth CEO interviews a DFW power couple that has hacked the system, run the marathon, and built a rental income empire.על ידי Styre Wealth
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Episode 31: The Reality of Higher Rates
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In this week's episode, we styre investors through a rising rate environment and discuss the opportunities and risks that confront investors today.על ידי Styre Wealth
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Today we look at the current investment environment and provide a historical perspective on bear markets and the uncertain road to recovery. Are we there yet?על ידי Styre Wealth
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On today's episode, Josh and Jack explore alternative or "quack" investments. Learn how to spot and avoid these complicated investments in this educational episode.על ידי Styre Wealth
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Episode 28: High-Performing Professionals
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Today we're joined by one of our favorite high-performers and friend, Shirley Ross. We discuss her incredible professional journey, her advice for success, and how having a personal CFO has helped along the way.על ידי Styre Wealth
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Episode 27: When the Market gives you Lemons
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Today we look at the current market and provide professional perspective to help investors avoid making common mistakes during times of volatility. We know it can be difficult to stay the course in times of uncertainty, however, this is when frame of mind and reference are most important.על ידי The Rudd Company
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Episode 26: Choosing Quality Investments
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This week we discuss how we identify and classify quality investments, what these investments mean for portfolio strategies and why knowing your products and leaders makes all the difference.על ידי The Rudd Company
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Episode 25: Investing and Volatility
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Why is it that when a consumer item is on sale, we pounce, but when the stock market is on sale, we run? Buying and holding is far more difficult to do in a volatile market for many investors. Let's discuss market volatility, where there may be opportunity and the outlook for 2022. The Rudd Company is a registered investment adviser. Information pr…
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When a lump sum of cash is bestowed upon you, it's difficult to know where to begin. In this episode we discuss what to do if you find yourself in a position of sudden wealth.על ידי The Rudd Company
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Episode 23: Investing for Nonprofits
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This week we host the Executive Director of a local nonprofit to discuss running and growing an effective & sustainable organization.על ידי The Rudd Company
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Investing 101: Charitable Giving
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We revisit the Social, emotional and financial benefits of charitable giving. Implement these strategies to make a bigger difference .על ידי The Rudd Company
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Investing 101: Bonds & The Bond Market
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In this classic episode we revisit the basics of bonds, why and when to consider a bond strategy, and what we can do to help.על ידי The Rudd Company
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Episode 22: Strategies for Entrepreneurs PT 2: An Exit Plan
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This week we're joined by entrepreneur Michael DeLitta to provide you with tools, insight and a triumphant story of how he built a sustainable, scalable & profitable business, worthy of an exit. Are you ready to transition from business owner to business legend? You're going to need a well planned strategy.…
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Episode 21: Strategies for Entrepreneurs PT 1: Expanding your Business Portfolio
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As a successful entrepreneur, you're passionate about your growing business, but that drive to succeed and laser focus can leave you under-diversified and hinder your long-term objectives. This week we're joined by investor & entrepreneur, David Lear, to discuss how he balances risk & growth as well as current & future goals.…
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Episode 20: Approaching Retirement, Prepare for Landing
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Retirement is an exciting, but foreign destination. Let us be your guide. We help navigate some of the most common fears and doubts to help you prepare financially & emotionally for your journey. You've made it! Now what?על ידי The Rudd Company
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The numbers are all over the place and the narratives are even more complicated, so what’s the real story with inflation? This week we discuss rising inflation, the current macro environment, and the recent bipolar behaviors or cryptocurrencies.על ידי The Rudd Company
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Episode 17: Raising Money Smart Children
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This week our host Josh Rudd explores some practical ideas to help parents & and grandparents create meaningful family habits and promote personal financial success for generations to come. Let's start the conversation.על ידי The Rudd Company
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This week we're joined by our friend & community leader, Coach Jeromy Flowers to discuss setting goals, overcoming challenges, and the pursuit of success. NOW IS THE TIME. MAKE THIS YOUR YEAR.על ידי The Rudd Company
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Episode 15: Unconventional Assets PT.2 - Driving Opportunities in Classic Investments
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In part two of this series, we're joined by our friend & classic car connoisseur for a closer look at cars as an asset class. We also discuss the current market conditions and cover your end of year financial questions. Find out if you have what it takes to invest in the fast lane.על ידי The Rudd Company
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Episode 14: Politics, Policies & Portfolios
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In this week's post-election podcast we discuss how political dynamics influence investors and what to expect in economic, tax, and investment policy. We navigate through noise & speculation to find the opportunities on the horizon.על ידי The Rudd Company
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Episode 13: Unconventional Assets - Is Fine Art A Fine Investment?
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In part one of the Unconventional Asset Series we discuss investing in fine art with a local expert. Art can do more than brighten a living space, But will art investments really earn you a profit? We cover the Risks & benefits of this asset class to discover if Investing in art is right for you.על ידי The Rudd Company
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Episode 12: Change Through Charity
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This week we discuss how to make a real impact through charitable giving. Strategies can provide real help for the issues important to you, foster a tradition of philanthropy, and deepen relationships. What drives you to give? Do you have a plan? Let's talk about it.על ידי The Rudd Company
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Episode 11: Do Elections Matter?
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This week we’re talking about the 2020 Presidential Election and how it relates to investing. We’ll cover how election results affect the stock market in the long & short-term, Who has an advantage, and why this year is unique.על ידי The Rudd Company
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How has the investment environment changed? What are your goals? Should you reexamine your expectations? We Explore the dynamics in the changing market place, how to realign your investment objectives & why an honest evaluation is key.על ידי The Rudd Company
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Join us as we explore investments outside the U.S.על ידי The Rudd Company
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Understanding yourself is the first step in proper risk management.על ידי The Rudd Company
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Episode 7: The Power of the 401K
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A conversation with our in-house expert guest to help guide you through the importance of the 401K for employees and employers. Listen today, improve your retirement plan tomorrow.על ידי ruddcommentary
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Episode 6: Time to Pull the Trigger?
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Investing during times of volatility.על ידי Styre Wealth
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Episode 5: Social Security Strategema
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The basics of social security and why it's important.על ידי Styre Wealth
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Protecting loved ones from financial scamsעל ידי Styre Wealth
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Episode 3: Investments that Glitter
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Join Josh and Jack as they discuss current market updates and investing in gold and silver.על ידי Styre Wealth
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Episode 2: Gentlemen Prefer Bonds
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Join Josh and Jack as they discuss bond investments.על ידי Styre Wealth
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