Financial Fly By

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Patrick White and Brian Pelling introduce John White & Co to podcasting It's like the Joe Rogan Elon Musk podcast, but more entertaining...it's rumored to be like seeing the Grand Canyon for the first time. I imagine it will only get better, but it's hard to imagine that. Securities, advisory…

Patrick White, EA & Brian Pelling, CFA


    • Jan 10, 2019 LATEST EPISODE
    • infrequent NEW EPISODES
    • 13m AVG DURATION
    • 9 EPISODES


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    Latest episodes from Financial Fly By

    Recent Chief Economist Presentation Discussed - Tax Rates, Tariffs, GDP Growth

    Play Episode Listen Later Jan 10, 2019 13:44


    Recent Chief Economist Presentation Discussed - Tax Rates, Tariffs, GDP Growth by Patrick White, EA & Brian Pelling, CFA

    presentation ea discussed tariffs cfa chief economist gdp growth tax rates patrick white
    How to handle Market Downturns for Clients / How much cash is enough

    Play Episode Listen Later Jan 4, 2019 14:02


    Brian Pelling & Patrick White discuss how they handle market downturns / volatility for clients. How they differ from hedge funds / robo advisors? What is our overall goal for client portfolios?

    market clients patrick white
    Podcast 7 - New Years Resolutions - Creating A Budget

    Play Episode Listen Later Dec 31, 2018 8:24


    Creating a Budget. Thoughts on overspending during the Holidays and thinking about ways to adjust going forward.

    holidays budget new years resolutions
    Market Update- Antifragile & Forest Fires

    Play Episode Listen Later Dec 14, 2018 9:41


    12/14/18 Market Update: Antifragile

    market updates antifragile forest fires
    Market Update, Structuring The Purchase Of A Business, Structuring Retirement Plans

    Play Episode Listen Later Dec 7, 2018 17:46


    Market Update, Structuring the purchase / sale of a business, and options with retirement plans

    market updates structuring retirement plans
    Sector Rotation - Low Volatility Holdings & Market Perspective

    Play Episode Listen Later Nov 30, 2018 19:19


    Are you not entertained?

    market sector rotation volatility holdings
    Market Update - Mid Term Elections

    Play Episode Listen Later Nov 8, 2018 12:30


    Investment Update - Election Results - Tax Code

    market updates midterm elections
    Introduction to John White & Co

    Play Episode Listen Later Oct 31, 2018 13:53


    Intro to John White & Co, Patrick White provides a background on the firm and thoughts on the industry.

    john white patrick white
    Having an Investment Process

    Play Episode Listen Later Oct 31, 2018 9:36


    Brian Pelling discusses what to expect from the podcast, his investment process, where he thinks the industry has made some missteps, and lessons learned along the way.

    investment

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