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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News, planning insight, and forward thought on the economy, markets, and wealth management.
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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/
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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 ...
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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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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.
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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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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
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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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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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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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!
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America's Wealth Management
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Welcome to the Minority Wealth Management podcast!
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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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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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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. ...
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Wealth Management INVEST: Investing in Private Markets with a Fiduciary-First Approach
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WealthManagement.com’s David Bodamer speaks with Jake Miller, Co-Founder and Chief Solutions Officer at Opto Investments, about the evolving landscape of private markets and how RIAs can leverage new strategies to benefit their clients. They touch on the opportunities and challenges within private equity, private credit, infrastructure, and real es…
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#527: Fan Favorite - What’s the Very Least You Should Save? – Episode 295
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Enjoy a replay of another one of our most popular Dentist Money Show episodes. “What’s the minimum amount I can save and still be OK in retirement?” It’s a question many dentists ask as they navigate the tradeoffs of both life and business. On this episode of the Dentist Money™ Show, Ryan and Matt look at what maxing out today’s spending by saving …
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A little too cozy in the Magnificent Seven?
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Back on track for inflation but lingering weakness in transportation names. Opportunity with quality growth (and AI has legs!) but complacency in the Magnificent Seven.Door Annex Wealth Management
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Neal Falkenberry, CFA, joins Dean Barber and Bud Kasper, CFP®, AIF®, to talk about different examples of market risk. Market risk alludes to the uncertainty and possibility of losses that comes with an investor’s decisions that are related to factors that impact overall market performance. While market risk can’t be terminated by having proper dive…
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Sunday, June 16th. "Modest progress" on inflation.
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Four members think there shouldn't be any cuts this year. The rest disagree. September could see a dissent. Dave Spano and Brian Jacobsen present the Week-in-Review. We'll cover financial planning for medical professionals, business succession planning, and what you might encounter in the first 6 months of retirement.…
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Saturday, June 15th. Back on track. And AI again?
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CPI May: headline was flat for the month. After three months of veering off-track, the disinflation bus is back on the road to 2%. Dave Spano and Brian Jacobsen present the Week-in-Review. Learn more about the unique financial planning needs of medical professionals. Ask Annex covers a question about a new job with a not-so-great 401k.…
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In 2024, Should You Rent or Buy Your Home?
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Should I rent or buy my home? On this episode, we'll dive into several studies and look at your return on investment, time, taxes, cost of home renovations and more. Host Michael MacKelvie, wealth advisor, shares historical data, where we're at today and what you should consider as you weigh the pros and cons of homeownership.…
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Aligning Wealth with Values: Strategies for a Meaningful Life
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In episode 12, certified financial transitionist Laura Redfern joins us to explore the emotional and identity shifts that come with unexpected financial windfalls. From entrepreneurial triumphs to receiving an inheritance, we unravel the complexities of managing newfound riches while staying grounded. Hear firsthand how Laura's expertise can guide …
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How I Secure My Family's Success
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On the latest episode of our podcast, Darrick opens up about the comprehensive financial plan he's built to ensure his family's long-term stability and prosperity. Darrick shares the inner-workings of the comprehensive financial plan he built to ensure his family's long-term stability and prosperity. Discover how he balances risk and maximizes grow…
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Longevity Planning: Can Your Wealth Plan Support You to Age 100?
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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…
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#526: Two Cents 6/15 - Federal Reserve Updates; Inflation & Deflation; Student Loan Forgiveness
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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, Taylor, and Rabih provide updates on the Federal Reserve's meeting in June, and Jerome Powell's comments on interest rates. They highlight micro pockets of deflation in various consumer areas. Additionally, they share impo…
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Don't Fight the Fed, Understand the Fed!
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After Wednesday brought encouraging news with inflation cooling in May, Neal Falkenberry, CFA, joined Dean Barber and Bud Kasper, CFP®, AIF®, to discuss where the Federal Reserve’s fight against inflation stands. And speaking of the Fed and fighting, they explained why it’s important not to fight the Fed, but rather to understand the Fed when it co…
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#525: 10 Mistakes That Could Cost You $10K or More - Part 1
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It takes hard work to run a profitable practive. Hard work that can be ruined by the financial perils that await every dentist. That’s why it helps to know the common money mistakes dentists make—mistakes that could already be costing you. On Part 1 of this episode of the Dentist Money Show, Matt and Victoria talk about five ways dentists typically…
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1st Tuesday November. A date with destiny?
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Interest and dividends are helping retirees but higher rates may eventually bite. There are opportunities in infrastructure and utilities with AI but geopolitical risk is coming back.Door Annex Wealth Management
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Ed Slott's 5 New Important Things to Plan For
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Returning for another episode, we have a very special guest, America’s IRA Expert - Ed Slott! Ed has five new important things to plan for as you avoid unnecessary tax landmines. From RMD age changes to beneficiary rules modifications for spouses. Ed’s New Book: https://www.amazon.com/Retirement-Savings-Time-Ticks-Louder/ Roth Conversion Case Studi…
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Sunday, June 9th. Spending growth negative. Real earnings growth was flat.
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Will growth suddenly stop or is it just coasting to a more sustainable speed? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about what to do in the first year of widowhood, why it's not a good idea to cash out a 401k, and how lifestyle creep is destructive.Door Annex Wealth Management
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BONUS: Money Talk LIVE from Vince Lombardi Golf Classic
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Live from North Hills Country Club, Dave Spano was joined by WTMJ's Greg Matzek and former Green Bay Packer Mason Crosby.Door Annex Wealth Management
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Saturday, June 8th. Meme mania is back.
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Roaring Kitty or Grumpy Cat? The market seems grumpy about good data. Mainly because the data are mixed. Dave Spano and Brian Jacobsen present our Week-in-Review. Losing a spouse is tough but we've got useful advice on what to do in the first year of widowhood.Door Annex Wealth Management
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#524: Two Cents Of 6/10/2024 - Race for Lower Interest Rates; GameStop Saga; Challenges of Getting Financial Advice
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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, Will, and Rabih discuss if the Federal Reserve will cut rates. Next, they dive into the GameStop phenomenon, highlighting the role of retail investors and the impact of social media on the stock market. Finally, they touch…
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The Retirement Savings Time Bomb Ticks Louder with Ed Slott
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On this episode, Dean and Bud talk to Ed Slott about his latest book – The Retirement Savings Time Bomb Ticks Louder. Dean and Bud, along with some of our advisors at Modern Wealth Management have been working with Ed Slott for many years as a part of his Elite Advisor Group. Through that group, Ed has educated many advisors about key tax planning …
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#523: 3 Fitness Principles That Will Improve Your Finances
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There are numerous correlations that can be drawn between maintaining good physical health and building your wealth. And while the analogies are easy to make, one constant that often results in failure at both is human nature. On this episode of the Dentist Money Show, Ryan and Matt talk about their favorite topics—the gym and money—and three princ…
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Wealth Management Secrets of the Ultra-Rich
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Is market timing a myth or a misunderstood science? In today's episode, we sit down with Jim, a professional futurist and investment strategist, to unravel the complexities behind market timing and risk management. With a rich background that includes a Master's in Foresight, CMT, CFA, and CFP, and running his own RIA, StratFi, Jim brings a wealth …
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#522: Fan Favorite - I Bought Permanent Life Insurance, Now What? – Episode 293
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Enjoy a replay of another one of our most popular Dentist Money Show episodes. Is buying permanent life insurance a permanent mistake? Insurance agents say there are benefits to support purchasing permanent insurance, but are their points valid? On this episode of the Dentist Money™ Show, Ryan and Matt look into the debate that surrounds whole life…
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Growth: Slowing to a crawl
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Strength: Average stock is better than the index. Weakness: Auction anxiety is back. Opportunity: Oversold interest rate sensitives are good for a trade. Weakness: Growth cools faster than inflation.Door Annex Wealth Management
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Taxes and Penalties on Roth Accounts
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Having a forward-looking tax plan is a critical consideration when it comes to wealth management. If you’re not careful, taxes can quickly destroy the financial wealth you’ve worked so hard for. It’s important to understand how your income sources are taxed, so today we’re going to review taxes on Roth IRAs. Tax Reduction Strategies: https://bit.ly…
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Sunday, June 2nd. Inflation: An unclear target
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Will the Fed try to turn back time by trying to undershoot inflation to get the path of prices back to 2%? Brian Jacobsen has the week-in-review. Learn more about Passion Assets, habits of successful savers and investors, and the reality of grey divorce.Door Annex Wealth Management
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Saturday, June 1st. Growth slowing to a crawl
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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.Door Annex Wealth Management
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#521: Two Cents of 6/3/2024 - Q1 Earnings Part 2; Inflation; Is There a Secret To a Happy Life?
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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, 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. …
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Defining Short, Mid, and Long-Term Financial Goals
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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…
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#520: Financial Advisors vs AI: The Power of Human Insight
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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 …
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Du Charme Legacies and the Ethics of Wealth Building
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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…
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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.Door Annex Wealth Management
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6 Wealth Destroying Factors
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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…
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Sunday, May 26th. It's NVIDIA's world, we just live in it.
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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.Door Annex Wealth Management
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Saturday, May 25th. A Tale of Two Economies.
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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.Door Annex Wealth Management
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#519: Two Cents of 5/27/2024 - Q1 earnings; How much Americans save; Is the stock market rigged?
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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 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…
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5 Reasons NOT to Convert to a Roth IRA
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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…
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#518: 10 Popular Financial Strategies: Overrated or Underrated?
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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…
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The Entrepreneur's Guide to Navigating Business Loans | Art of Business Financing
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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…
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Wealth Management INVEST: Wealth Enhancement Group’s Approach to Private Investments
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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…
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