Beste Tpf podcasts (2024)

1
Legendary Tech Analyst Mark SF Mahaney Gives Us Tips! 33:30

1+ y ago33:30

33:30

Julie Mochan talks with legendary internet/tech analyst and author of the book Nothing But Net - Mark S.F. Mahaney of Evercore ISI. Hear how Mark got his top notch status learning from the best in the early years of the internet's existence, plus: Is the Sky Falling? There Will be Blood Founder Led Companies Make a Difference The Hunt for Dislocate…

1
Defending Assets with Capital Defender Strategist Elio Chiarelli, Ph.D. 35:21

1+ y ago35:21

35:21

Elio Chiarelli, strategist for the TPFG Capital Defender models shares an incredible story about developing a strategy like no other. Learn with Julie Mochan about: What does farming have to do with investing? Austrian Economics The Rise Of the Capital Defender Models Investment Models Built for First Responders Got Grit? Investing for Chaos FOMO A…

1
Tactical Tips In A Bear Market: Bob Meeder 29:08

1+ y ago29:08

29:08

Julie gets tactical with Bob Meeder of Meeder Investment Management. There is so much to learn in this episode! Is it different this time? What is a Secular Bull or Bear Market? What is a Cyclical Bull or Bear Market? Are Seculars and Cyclicals happening now? The Million Dollar Question Peeling the Onion of Tactical Management Should you be thinkin…

1
Why Do Advisors Exist and What is Their Value? Matt Hamilton, Pres., TPFG 31:12

1+ y ago31:12

31:12

Listen to Julie talk to Matt Hamilton, 😎President of The Pacific Financial Group, Inc. (TPFG) talk about: The Need for Good Financial Advice in America The Value and History of Advisors Helping Individuals with Their Group Plan Accounts (SDBA) Where Are All of the Investable Assets? When Should You Be Getting Advice? Having Conversations with Your …

1
David Blanchett: The Realities of Retirement and More 31:21

2y ago31:21

31:21

In this episode, Julie tells you what Strategy PLUS is, and then asks David Blanchett about: His Personal History in the Industry😎 Financial Designations and the American College 🔠 Is Retirement Real? 🏖 Women in the Workplace and Retirement trends 💃🏽 The Realities Social Security 😳 The Value of an Advisor 😎 MEPs vs PEPs 🤼 Research on 401k Plan Part…

1
Josh Emanuel Talks: Inflation| Yield Curves| Energy Prices| Housing Market 39:25

2y ago39:25

39:25

📢 Julie Mochan announces that TPFG is engaging Wilshire in a strategist due diligence / oversight relationship. PLUS, listen to Josh Emanuel, CIO of Wilshire give the latest on: 📊 Wilshire History 📏 Benchmarking and Indexes (hi there FT Wilshire 5000) 📈 Inflation: flexible or sticky? 🛒Demand: Goods or Services? ⛽ Energy Prices 📈 Interest Rates % 🏡 …

1
Rene Reyna of Invesco: Is ESG still where the Growth Is? 27:29

2y ago27:29

27:29

In this Episode, Julie Mochan interviews Rene Reyna, CFP®, Head of Thematic & Specialty Product Strategy, Invesco ETF and Indexed Strategies. TPFG's Strategy PLUS platform utilizes Invesco's expertise in the thematic ESG space to expand investment model choices for advisors wanting to help their clients through self-directed brokerage accounts (SDB…

1
Matt Peron: Investing in a Rising Rate Environment 24:34

2+ y ago24:34

24:34

In this episode, Open Windows Host Julie Mochan welcomes guest Matt Peron, Director of Research at Janus Henderson Investors. Mr. Peron oversees the firm’s sector research teams and analysts, is responsible for the firm’s centralized equity research effort, and heads the firm’s Portfolio Oversight Team. In this podcast, Matt dives into: 🔸 Inflation…

1
Matt Sommer: Very Insightful Research for Financial Advisors 41:20

2+ y ago41:20

41:20

In this Episode, host, Julie Mochan talks to Matt Sommer, Ph.D., CFA, CFP®, Head of Defined Contribution and Wealth Advisor Services as Janus Henderson Investors. Listen to Matt for Amazing NEW Insight Into: ✅The Secure Act 1.0 and 2.0 ✅The Effects of COVID-19 on the Advisory Business and Advisors ✅New Research on the Value of An Advisor! ✅ Diversi…

1
Janet Lee: Self-Directed Brokerage Account Window Opportunities 16:40

2+ y ago16:40

16:40

In this episode, host Julie Mochan welcomes Janet Lee, AIF®, BFA, Senior Vice President of Sales at The Pacific Financial Group, Inc. Janet will give you everything you want to know about the self-directed brokerage account (SDBA) marketplace, and how to navigate it.🚢 We discuss the lack of customized advice for participants of employer group retir…

1
Intro to Open Windows Investing - Opportunity Is Everywhere! 4:11

2+ y ago4:11

4:11

🔦 This new financial podcast gives financial professionals: 📝 direction and instructions on how to make the opportunity of self-directed brokerage account (SDBA) management a part of their successful business plan 🎯 acquire and help clients that need investment advice at the participant level in their employer's group retirement plan. 🎁 get SDBA be…

1
TPF indi Episode 50 -- California Dreamin’ 1:33:27

6y ago1:33:27

1:33:27

Tonight, we sift through the rubble after the mayhem that went down at the Toyota Grand Prix of Long Beach. Alexander Rossi, super aggressive in qualifying and super smooth during the race, dominated the weekend, but newcomers Ed Jones and Zach Veach also yield impressive results. Ryan Hunter-Reay has a race he’d rather forget, and Bourdais makes t…

Podcasts die het beluisteren waard zijn

Tpf Podcasts

Podcasts die het beluisteren waard zijn

1
TPF indi

TheParcFerme.com

1
Open Windows Investing by TPFG

Julie Mochan

1
Legendary Tech Analyst Mark SF Mahaney Gives Us Tips! 33:30

1
Defending Assets with Capital Defender Strategist Elio Chiarelli, Ph.D. 35:21

1
Tactical Tips In A Bear Market: Bob Meeder 29:08

1
Why Do Advisors Exist and What is Their Value? Matt Hamilton, Pres., TPFG 31:12

1
David Blanchett: The Realities of Retirement and More 31:21

1
Josh Emanuel Talks: Inflation| Yield Curves| Energy Prices| Housing Market 39:25

1
Rene Reyna of Invesco: Is ESG still where the Growth Is? 27:29

1
Matt Peron: Investing in a Rising Rate Environment 24:34

1
Matt Sommer: Very Insightful Research for Financial Advisors 41:20

1
Janet Lee: Self-Directed Brokerage Account Window Opportunities 16:40

1
Intro to Open Windows Investing - Opportunity Is Everywhere! 4:11

1
TPF indi Episode 50 -- California Dreamin’ 1:33:27

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