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News, planning insight, and forward thought on the economy, markets, and wealth management.
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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 ...
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Join the members of the Annex Wealth Management Investment Team as they discuss the Strengths, Weaknesses, Opportunities, and Threats in the markets and economy.
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The Annex Wealth Management Show in SWFL 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.
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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.
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The Dentist Money Show | Financial Planning & Wealth Management
Dentist Advisors - Financial Planning and Investment Management
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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.
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Educating and empowering individuals that want to have more effective engagements with professionals around their financial lives. DISCLAIMER: Information presented is for your educational purposes only and should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before impl ...
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Think of the people you interact with every day, would you want to spend a day in a canoe with them? This show is all about creating the life that you want, one filled with wealth, wisdom, meaning and purpose. And that starts with surrounding yourself with the right people – people you’d want to spend a day with, in a canoe.
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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。
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America's Wealth Management
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At Everlake we build strong, long-term relationships with a core group of clients. We aspire to be the trusted wealth advisors to individuals, families, and businesses, guiding them towards financial security and fulfilment of their ambitions. Operating in an ethical and sustainable manner, and putting the interest of our clients first, our objective is to develop the future of financial planning in Ireland, setting the benchmark for integrity, innovation, and expertise. When you listen to t ...
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Welcome to the Minority Wealth Management podcast!
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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 Osaic Wealth Member FINRA, SIPC, and Registered Investment Advisor. Insurance offered through CUI Wealth Management. CUI Wealth Management, LLC and Osaic Wealth are not affiliated entities. Insurance lic ...
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Galvez Wealth Management LLC discuss real estate, finance, life lessons and every now and then some shenanigans.
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Kevin Bruce, CFA, CFP® looks at the world of personal finance, investing and retirement planning from a biblical perspective and provides education and opinion.
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A discussion of market conditions and investment strategy.
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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
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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 ...
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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.
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In an industry that's changing faster than ever, expectations for growth, both organic and inorganic, are only getting more intense. With private equity money flooding into the wealth management space, customer experience expectations leveling up, generative AI upending process and a generational wealth transfer that will transform client acquisitions, the journey to growth for all wealth management businesses will require adaptability, resilience and a long-term vision that puts client's ne ...
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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, ...
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Forthlane Features: Conversations on Global Wealth and Asset Management
Forthlane Partners, Stories and Strategies
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Forthlane Features is a podcast for individuals seeking insights into sophisticated global investment strategies. Through engaging interviews with experts in the wealth and asset management industry, the podcast provides listeners with access to the minds and institutions behind the world’s most sophisticated financial strategies. Forthlane Features is brought to you by Forthlane Partners. Forthlane Partners provides independent wealth and asset management services to ultra-high-net-worth cl ...
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על ידי Annex Wealth Management
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Rethinking Aging: Healthspan Over Lifespan with Jennifer Garrison of Buck Institute
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We’re joined by Jennifer Garrison, Assistant Professor at Buck Institute for Research on Aging and Co-Founder and Director of the Global Consortium for Reproductive Longevity and Equality. Jennifer shares her insights on aging, healthspan, and the critical differences between male and female reproductive aging. She discusses how understanding biolo…
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Sunday, April 27th. Big macro data sheds light on the outlook.
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Container traffic from China to the US is slowing sharply, and retailers like Walmart, Target, and Home Depot warned of possible empty shelves. The Federal Reserve’s Beige Book raised concerns about an economic slowdown, but S&P Global PMIs held steady, though not stellar. Brian Jacobsen breaks it down in our Week-in-Review. We also dive into how A…
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Saturday, April 26th. Survival of the fittest.
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Trump has stepped back from threats to remove Powell, with tariff discussions labeled “constructive” but lacking specifics. US-China relations remain uncertain, with unclear communication and next steps. Major macro data releases provide fresh insights into the economic outlook. Brian Jacobsen has our Week-in-Review. Hear how Annex Private Client m…
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#638: Two Cents 4/26 - Cutting Interest Rates?; End Of Student Loan Grace Period; How Much Should You Spend On Vacation?
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt and Rabih discuss reasons to cut interest rates, stock market volatility, and the end of the student loan grace period. They analyze the Federal Reserve's policy stance and the impact of student debt on consumer behavior. A…
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Who Gets Your Stuff? The Documents That Speak When You No Longer Can
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Your estate plan isn't complete when you sign those documents – it's just beginning. After working intensively with clients on estate planning this quarter, we've uncovered the critical gaps between having legal documents and having an effective estate plan that actually works when needed. Most people believe estate planning begins and ends with an…
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CAIS’s Brad Walker on Making Alternative Investments Accessible
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Join David Bodamer, Editorial Director at WealthManagement.com, and his guest, Brad Walker, Co-President at CAIS, as they delve into the transformative landscape of alternative investments. Discover why independent wealth managers and RIAs are increasingly incorporating alts into client portfolios and the innovative trends making this possible. Hig…
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Teach Your Child to be Financially Independent
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Most parents’ goal for their children is to be financially independent once they leave the nest. So, how do they get there? Whitney Reagan, senior wealth advisor, and Christina Lynn, Ph.D., director, wealth strategist, share strategies and tips for helping your child learn how to be financially savvy and independent as they approach adulthood.…
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Investment Literacy: What you Need to Know to Grow your Portfolio
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When it comes to investing, what should you really understand? And how much detail is enough? In this episode, Marc Westlake and John McNicholas unpack the importance of “Investor Literacy” - not in terms of mastering jargon or market timing, but in having the clarity and confidence to ask the right questions, understand the basics, and tune out th…
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#637: What Every Dentist Should Consider Before Merging or Partnering
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On this episode of the Dentist Money Show, Kyle Francis, founder of Professional Transition Strategies joins Matt to break down the evolving landscape of dental practice transitions. He emphasizes the importance of education, preparation, and strategic decision-making. They talk about some of the common misconceptions about DSOs and highlight the b…
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#636: What Every Dentist Should Know About Disability Insurance
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In our new TL;DR series episode, Will reads his article where he explains that disability insurance is essential for dentists. Dentists ability to earn income heavily depends on physical skills and an unexpected injury or illness can jeopardize this ability. This type of policy provides benefits if you're unable to perform your specific duties as a…
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Hosted by Ken Bellinger, Research Analyst.על ידי Annex Wealth Management
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Sunday, April 20th. Retail sales pop. For now.
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U.S. retail sales soared 1.4% in March, driven by a 5.3% spike in motor-vehicle purchases as consumers rushed to beat looming 25% auto tariffs and rising costs on other goods. But is this boom a fleeting high? Join Dave Spano and Brian Jacobsen for our Week-in-Review as they unpack what’s next for the economy. Plus, we’re diving into retirement pla…
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Saturday, April 19th. A sprint before the stumble
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Is Q2 GDP growth masking a Q3 slowdown? Dave Spano and Brian Jacobsen break it down in our Week-in-Review, exploring how early boosts could fade without trade policy changes. Curious about true financial planning? Mike Kirk reveals what it is—and what it isn’t. Plus, Ask Annex returns with practical tips on planning for a longer retirement.…
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#635: Two Cents 4/19 - Where Do We Go From Here?; PE Ratio; Investment Strategies During Uncertain Times
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt and Rabih break down a turbulent week in financial markets, discussing earnings season, the PE ratio, and key economic data. They talk about consumer behavior amid inflation, bond market dynamics, and the impact of trade te…
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#634: 4 Mistakes to Avoid during a Dental Practice Transition: Part One
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Thinking about selling your dental practice but not sure where to start? On this episode of the Dentist Money Show, Matt and Jake break down four common mistakes dentists make when selling their practice and why preparation is key to a smooth transition. They discuss key considerations like valuation differences, long-term trade-offs, and how to ma…
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Portfolio Construction in a Volatile Market
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The investment landscape is transforming before our eyes, and old paradigms simply won't cut it anymore. In this conversation with Paisley Nardini, we dive deep into what modern portfolio construction really means in today's volatile market environment. Paisley brings her institutional expertise to bear on questions every investor is asking: Is the…
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Hosted by Jason Cooper, Director of Equity Research.על ידי Annex Wealth Management
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Letting Go of the Spotlight To Embrace Mentorship with Chris Stakich of CEO Coaching International
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We’re joined by Chris Stakich, Chief Community Officer at CEO Coaching International. Chris shares how his global career and deep-rooted family values shape his outlook on leadership, contribution, and fulfillment. He explores the shift from individual achievement to mentorship, the lessons learned from parenting and coaching, and the moments that …
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It was a week of superlatives. Heightened volatility, inordinately large swings within the trading day, a massive rally, and nauseating reversals. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about strategies for business owners who are asset rich/cash poor. What is Warren Buffet's estate planning philosophy? Should you list…
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Saturday, April 12th. So much for last Wednesday.
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Market sensitivity to geopolitical developments and trade policies led to a wild week. Dave Spano and Brian Jacobsen present our Week-in-Review. Business owners know all too well that being asset rich, yet cash poor leads to challenges. Learn more how Annex Private Client is equipped to assist.על ידי Annex Wealth Management
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#633: Two Cents 4/12 - Zoom Out from the Noise; What's Happening Next?; The Cost of Timing the Market
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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 talk tariffs and the impact of broad trends across different asset classes. They talk about the human emotions that factor into the unpredictable nature of the markets and how economic insights don't guaran…
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How to Reduce Taxes During Down Markets
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On this special edition of the Dentist Money Show, Ryan and Rabih go live on Dentist Advisors' YouTube to explain tax-loss harvesting. They unpack how investors can use the market downturns as opportunities to optimize their portfolios, reduce tax liabilities, and stay aligned with long-term goals. They highlight the mechanics of tax-loss harvestin…
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#632: How Do You Know When Enough Is Enough?
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On this episode of the Dentist Money Show, New York Times Columnist Carl Richards, CFP® joins Matt to explore the deeper side of financial planning and how to align money with what truly matters. Carl discusses the complexities of uncovering personal values, the importance of experimentation in financial planning, and how a statement of financial p…
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Ready to Take Control of Your Tax Situation?
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The frustration is all too familiar—you're sitting with your tax professional in March, desperately asking what can be done to reduce your tax bill, only to hear those dreaded words: "It's too late." Explore the critical difference between tax filing and tax planning, revealing why waiting until tax season is a costly mistake. We explore the realit…
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In our new TL;DR series episode, Jordan reads Jake's blog post where he explains that saving money isn't sufficient for long-term financial security, especially considering factors like inflation and increasing life expectancies. Tune in to hear how the importance of investing savings can achieve growth over time to effectively build wealth. Book a…
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Hosted by Dr. Brian Jacobsen, Chief Economistעל ידי Annex Wealth Management
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Sunday, April 6th. Roll with the punches.
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In investing, enduring volatility is simply the price of admission for long-term gains. Last week was about buckling up. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn about our Financial Literacy Month series of webinars, planning for medical professionals, prenuptial agreements and more.…
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Saturday, April 5th. Policy: Bite the Bullet.
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Post Liberation Day, President Trump said, "The operation is over, the patient lived." For investors looking at their portfolios, it could have felt like an operation performed without anesthesia. Dave Spano and Brian Jacobsen present the Week-in-Review. Learn more about our series of Financial Literacy Month webinars and Ask Annex returns with a q…
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#630: Two Cents 4/5 - Tariff Ceiling; Is A Million Dollars A Lot Of Money?; 60/40 Portfolio
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, and Rabih unpack the intricate web of tariffs, trade deficits, and the evolution of the U.S. economy. They talk about the shifting meaning of "being a millionaire" and how value is increasingly defined by usage rather than…
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Raising Financially Savvy Children
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Want to raise children who are not just financially literate but are financially savvy? Whitney Reagan, senior wealth advisor, and Christina Lynn, Ph.D., director, wealth strategist, share their advice for teaching your kids about money. They’ll cover the impact of the parent's relationship with money and when to start having these conversations.We…
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Strategies to Teach your Kids about Money Management with Phil Wellington
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In this episode, John McNicholas is joined by Phil Wellington of PortfolioMetrix to explore the often-overlooked subject of teaching children about money. From pocket money ledgers to the challenges of a tap-to-pay world, they share personal stories, practical strategies and lessons passed down from their own parents to help teach kids about money …
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#629: Overcome Burnout and Find Balance in Dentistry
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On this episode of the Dentist Money Show, Matt and Ryan join Elevation Association’s Dental Industry Expert Panel at their Life Summit in Nicaragua. Joined by other professionals, they all discuss the role of leadership in dentistry and the challenges that come with managing a practice and a team. The panel also explores the different seasons in a…
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Are You Ready for the New Economic Reality?
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The investment landscape is changing fundamentally, and Jim Bianco of Bianco Research is here to prepare us for what's ahead. Forget the market euphoria of recent years – we're entering what Jim calls the "4-5-6 market," where cash returns 4%, bonds 5%, and equities just 6%. This shift isn't merely a temporary correction but reflects deep structura…
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Tied for the 5th fastest 10% correction
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Hosted by Matt Morzy, Director of Research.על ידי Annex Wealth Management
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Finding Fulfillment Beyond Titles with Steph Corker of ViRTUS
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Steph Corker believes true wealth isn’t just about money — it’s about joy, connection, and living with purpose. As chief growth officer, and founder and former CEO of The Corker Collective, acquired by ViRTUS in 2024, Steph helps leaders build meaningful careers while staying aligned with their values. In this conversation, she shares insights on b…
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Sunday, March 30th. Inflation: A race to the middle.
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Goods price deflation has turned to mild inflation. That could accelerate, at least temporarily, with tariffs. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also cover behavioral finance during times of volatility, estate planning roles, and the 4 types of retirees.על ידי Annex Wealth Management
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Saturday, March 29th. Policy: This may hurt a bit.
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With "Liberation Day" coming up quickly, the market has been moving in anticipation of the pain. Dave Spano and Brian Jacobsen present our Week-in-Review. Deanne Phillips offers some behavioral finance tips and Ask Annex has suggestions for someone with various accounts spread across multiple advisors.…
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#628: Two Cents 3/29 - Auto Tariffs; Economic Perspective; How Much Money Do You Actually Need To Live?
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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 break down the complexities of auto tariffs and the ripple effects on the economy, pricing, and consumer behavior. They also explore the psychology of financial decision-making, looking at historical market…
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