Dynamic Wealth

Dynamic Wealth

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Examining Processes of Wealth Creation and Distribution

Nate Crosby, CRPC


    • May 20, 2020 LATEST EPISODE
    • monthly NEW EPISODES
    • 13m AVG DURATION
    • 67 EPISODES


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    Latest episodes from Dynamic Wealth

    A Recession in Hindsight

    Play Episode Listen Later May 20, 2020 9:20


    There is nothing quite like your first recession.  Crosby Advisory Group, Inc. welcomes Derek Ballinger as he and Nate discuss their thoughts on their first experience with a recession (12 years apart). 

    Risk and Rebalance

    Play Episode Listen Later Apr 12, 2020 14:33


    Learn how defining risk for your specific investment account can make you a better investor, and how to limit risk through the practice of rebalancing. 

    Buying in a Bear Market

    Play Episode Listen Later Apr 3, 2020 13:58


    Nate shares his strategy for navigating and profiting long-term in a bear investment market. 

    Tips for Staying Healthy through COVID-19

    Play Episode Listen Later Mar 20, 2020 9:10


    All information (and more) in this podcast can be found on the CDC's website. https://www.cdc.gov/coronavirus/2019-ncov/index.html

    Why we give our kids chores

    Play Episode Listen Later Feb 28, 2020 2:57


    Do you give your kids a chore list? Here are a few reasons Julie thinks it's a great idea and why it's helpful for all you busy moms (and dads) out there. 

    Inheriting an IRA

    Play Episode Listen Later Feb 26, 2020 4:42


    The SECURE act has changed the investment landscape. We continue to dive into the SECURE Act and changes we need to make to our planning process.  Today we talk about inheriting an IRA. 

    Factors In Your Insurance Rates

    Play Episode Listen Later Feb 23, 2020 8:31


    After quite a few technical difficulties...we're discussing what factors into what you pay for your insurance rates.

    The Birds and the Trees

    Play Episode Listen Later Feb 14, 2020 3:02


    Does your neighbor have tree that could potentially fall onto your property and cause damage? If so, tune into this week's episode of #DynamicWealth to find out what you need to do before that happens so the claim is on the neighbor, not you. 

    Cyber Security

    Play Episode Listen Later Feb 7, 2020 11:14


    Big Changes to IRA Rules in 2020

    Play Episode Listen Later Feb 5, 2020 4:27


    Rental Property Insurance

    Play Episode Listen Later Jan 31, 2020 5:13


    If you own a rental property or are thinking of purchasing a property as a rental, this podcast is for you! 

    Must Haves

    Play Episode Listen Later Jan 24, 2020 22:22


    Things we've come across that we just can't live without!

    Hired and Non Owned Auto Coverage

    Play Episode Listen Later Jan 17, 2020 7:13


    Do you have a commercial auto policy? Know someone who does? If so, this podcast is for you!

    5 Minute Friday

    Play Episode Listen Later Jan 10, 2020 15:15


    Macy and Julie go over the best and worst places to hide belongings in your house in case of a burglary, and go over statistics from the FBI. 

    New Year's Resolutions

    Play Episode Listen Later Jan 3, 2020 15:46


    Macy and Julie discuss how they feel about new year's resolutions and share some ideas. 

    Should you invest in gold?

    Play Episode Listen Later Nov 29, 2019 9:55


    Gold is a much debated asset class in the investment community.  What role does gold play in an investment strategy and should it be a part of you strategy? 

    Thanksgiving

    Play Episode Listen Later Nov 22, 2019 8:21


    Should I Purchase Rental Car Insurance?

    Play Episode Listen Later Nov 15, 2019 4:23


    What's included in my Amazon Prime Membership?

    Play Episode Listen Later Nov 8, 2019 18:10


    Dynamic Wealth

    Play Episode Listen Later Oct 25, 2019 10:14


    Macy and Julie go over pet safety tips. 

    Dynamic Wealth

    Play Episode Listen Later Oct 16, 2019 4:29


    Macy and Julie go over 5 common mistakes when purchasing homeowner's  insurance. 

    5 Minute Friday

    Play Episode Listen Later Oct 11, 2019 7:32


    Listen to this before you make your next grocery list. Julie and Macy talk about how much money you save at the grocery store by buying generics. 

    Julie's 1 Year Anniversary!

    Play Episode Listen Later Oct 4, 2019 7:31


    Julie has been with us for a whole year now! We put her on the spot and ask how she thinks she's grown and changed over the last year. Enjoy!

    Dynamic Wealth

    Play Episode Listen Later Sep 27, 2019 4:53


    Julie and Macy go over tips for budgeting. 

    Dynamic Wealth

    Play Episode Listen Later Sep 20, 2019 5:57


    Hunting tips brought to you by Macy and Julie. 

    Dynamic Wealth

    Play Episode Listen Later Sep 13, 2019 4:19


    Today Macy is traveling home from the beach and calls in to tell Julie about a strange claim she got while she was away. 

    Long-Term Care

    Play Episode Listen Later Sep 8, 2019 17:35


    Nate reviews options for protecting your assets from the rising costs of long-term care

    Dynamic Wealth

    Play Episode Listen Later Aug 30, 2019 13:48


    Macy and Julie give you their best travel tips!

    Dynamic Wealth

    Play Episode Listen Later Aug 23, 2019 13:44


    Macy and Julie discuss back to school tips to get your school year started off right!

    Dynamin Wealth

    Play Episode Listen Later Aug 9, 2019 7:30


    Macy and Julie tell Dad jokes!

    Dynamic Wealth

    Play Episode Listen Later Aug 2, 2019 6:34


    Macy and Julie discuss Term Life Insurance. 

    Dynamic Wealth

    Play Episode Listen Later Jul 26, 2019 7:54


    This week Macy and Julie play another round of Am I Covered?

    Dynamic Wealth

    Play Episode Listen Later Jul 19, 2019 7:10


    Macy and Julie talk about why it's so important to review your insurance at least once a year. 

    5 Minute Friday

    Play Episode Listen Later Jul 12, 2019 12:01


    In this episode Julie and Macy discuss another round of life hacks. Enjoy!

    Extra Liability

    Play Episode Listen Later Jun 28, 2019 3:47


    This week Macy and Julie talk about how to put the Insurance Company on the hook for an extra 1 million dollars. 

    5 Minute Friday

    Play Episode Listen Later Jun 21, 2019 13:25


    This week Julie and Macy discuss tips for success.  Have a great weekend everybody!! 

    5 Minute Friday

    Play Episode Listen Later Jun 14, 2019 6:47


    This week on 5 Minute Friday, Macy and Julie talk about state minimum coverage and why it may not be enough to cover you.

    Tax Free Investments

    Play Episode Listen Later Jun 10, 2019 19:37


    Nate and Jacob are back at it again, but this time they are talking about tax free investments to help diversify your portfolio for retirement.

    5 Minute Friday

    Play Episode Listen Later Jun 7, 2019 4:04


    This week on 5 Minute Friday, Macy and Julie talk about different things that can help you save on your insurance.

    5 Minute Friday

    Play Episode Listen Later May 31, 2019 4:05


    Today Julie asks Macy the first round of questions about insurance and in what scenarios you are covered.

    5 Minute Friday

    Play Episode Listen Later May 24, 2019 3:45


    On this week's episode of 5 Minute Friday, Macy and Julie talk about Umbrella insurance policies and how they can protect you.

    5 Minute Friday

    Play Episode Listen Later May 16, 2019 14:08


    To wrap up getting to know the team, Macy and Julie interview each other on this weeks podcast.

    5 minute Friday

    Play Episode Listen Later May 10, 2019 8:52


    Macy and Julie interview our fearless leader, Nate Crosby.

    5 Minute Friday

    Play Episode Listen Later May 3, 2019 4:31


    Julie and Macy are interviewing Jacob Savage, fellow coworker, with the goal of helping everyone to get to know the team.

    5 Minute Friday- Life Hacks

    Play Episode Listen Later Apr 26, 2019 6:12


    Macy and Julie talk about some fun life hacks to help you this coming summer. 

    5 Minute Friday- Insurance

    Play Episode Listen Later Apr 12, 2019 3:03


    Macy and Julie, talk about the coming spring and getting your summer vehicles out and properly insured. 

    Hedges

    Play Episode Listen Later Apr 5, 2019 15:05


    Nate, Jacob, and Tomas talk about different ways to hedge in your portfolio. Whether that be by using bonds, put/call options, or gold, we talk about it all.

    Investment Pet Peeves

    Play Episode Listen Later Mar 15, 2019 11:27


    Nate, Jacob, and Tomas, talk about what it means to have a weak dollar, and what pet peeves we have about investing.

    Sector Rotation

    Play Episode Listen Later Mar 7, 2019 13:24


    Nate Crosby and Jacob Savage discuss how sectors of stocks come in and out of favor during various stages of the market and business cycle. How can you use this knowledge to improve your portfolio?

    Why we aren't panicking

    Play Episode Listen Later Nov 14, 2018 18:29


    Bull Markets, Bear Markets and Corrections.  What are they and why are they not to be feared. 

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