Financial Recon

When you hear bonds, what's the first thing you think of?For most of us its those brown pieces of paper that we used to get for life's milestone events with the promise that in 30 years the US government would give you X amount of dollars back with interest.Unexciting as bonds seem, there is a whole other world for fixed income:where bonds trade like stocks…where you can invest in everything from government or corporate debt to federally backed mortgagesIts a fascinating side of finance that is easily overlooked by many, but yet so critical to the functioning of the world economy.On today's show we are joined by Mary Childs, author of the book: The Bond King, which tells the story about legendary bond investor Bill Gross and how he made a market, built an empire, and then lost it all…You can follow Mary on Twitter: @MDC /You can follow us on Twitter: @Financial_ReconIf you like this show please be sure to subscribe and share it! Hosted on Acast. See acast.com/privacy for more information.

The Inflation Reduction Act!Its been in the headlines, but how does it impact us all?Helping to break it down for us in their fun way are the ladies from the Taxes For the Masses Podcast: Dr Lisa De Simone & Dr Bridget Stomberg.You can follow Lisa & Bridget on Twitter: @TaxesMasses or by visiting their website: www.taxes-for-the-masses.comYou can follow us on Twitter: @Financial_ReconIf you like this show please be sure to subscribe and share it! Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

On today's show we are joined by Jan Rogers Kniffen, CEO, of J Rogers Kniffen World Wide Enterprises. Many of you are familiar with Jan's work as he is frequently sought for his commentary and insights by the business channels on the retail sector.In this episode Jan expounds upon his always enlightening analysis, and provides us a glimpse of the present & future of retail as well as the status of the American consumer.You can follow Jan on Twitter: @JRogersK or by visiting his website: www.jrkwwe.com/You can follow us on Twitter: @Financial_ReconIf you like this show please be sure to subscribe and share it! Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

On today's show we are joined by Professor's Nathan Goldman & Christina Lewellen from NC State's Poole College of Management. Nathan & Christina recently wrote a fantastic piece entitled ‘'The Happiest Place on Earth? A Look Inside Disney's Tax and Non-Tax Battle with the State of Florida' and were gracious enough to stop by to help us to get a better understanding of the financial impact of Florida's actions against Disney, and what to look for next in this ongoing saga.Article: https://poole.ncsu.edu/thought-leadership/article/the-happiest-place-on-earth-a-look-inside-disneys-tax-and-non-tax-battle-with-the-state-of-florida/You can follow us on Twitter: @Financial_ReconIf you like this show please be sure to share it! Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

‘America has rolled by like an army of steamrollers. It's been erased like a blackboard, rebuilt, and erased again. But baseball has marked the time.'James Earl Jones speech during Field of Dreams summarized things perfectly.In honor of black history month, I am thrilled to be joined by the President of the Negro Leagues Baseball Museum: Mr. Bob Kendrick.Where we discuss the role the Negro Leagues had, and continue to have, in shaping the socio-economic landscape of America.Stay connected with Bob & the museum at:@nlbmprezhttps://www.nlbm.com/ Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

It's Tax Time! and who better to discuss this with than the TaxGirl! Kelly Phillips Erb!Where we dive into a wide array of topics: changes in 2022, the infamous Enhanced Child Tax Credit Letters, and why burnout amongst tax professionals is very real...Follow Kelly at:Twitter: @taxgirlhttps://www.taxgirl.com/https://news.bloombergtax.com/tax-insights-and-commentary Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

He's back! LPL Chief Market Strategist: Ryan Detrick!Where we dive into everything going on in the markets and economy and how that can impact you.Ryan Detrick: @RyanDetrickhttps://lplresearch.com/ Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Happy New Year! & Welcome to Season 2 of the Financial Recon podcast!Each year we all look for ways to start off the year improving:Whether it be going to the gym, or signing up for a class, the opportunity to start anew, rekindles our spirit to grow.But lately with all the digital obstacles out there how are leaders to create such a culture of personal growth?In this episode I am pleased to be joined by Mike Erwin, co-author of Leadership is a Relationship, who taps into his breadth of experience as a: Army Veteran Executive Director & founder of Team RWB CEO of the Character Center & Co-Founder of the Positivity ProjectTo share lessons on how leaders can put People First in the digital world!You can pick up Mike's new book here: https://www.amazon.com/Leadership-Relationship-People-First-Digital/dp/1119806135& continue following Mike's work on the following platforms:Twitter:@ErwinRWB@CharacterCenter@PosProjectWeb:https://characterleadership.center/https://posproject.org/https://www.teamrwb.org/ Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

In the final episode of season 1, I want to focus on the spirit of the season and introduce you to an organization that is doing some fantastic work in the Triangle region: Me Fine Foundation And joining us from Me Fine is their executive director, Joey Powell.Joey, shares with us the role Me Fine plays in helping families, as well as ways you can help out non-profits.Thanks for listening &Wishing you a Happy Holiday from my family to yours!Me Fine Foundation: https://www.mefine.org/ Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Every year it seems we are gearing up for the holiday season earlier, & earlier.And with that...consumers receive the green flag…to SPEND!But the reality is: This time of year can be a financial hurdle for so many. In this episode of Financial Recon I am joined by Dr. Kristy Archuleta, financial therapist, as well as professor of Financial Planning at the University of Georgia, who helps us dive into steps we can take to help mitigate the urge to make emotional purchases.Continue Following Dr. Archuleta's work at:https://www.fcs.uga.edu/people/bio/kristy-archuleta Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Where are we sleeping?What's the menu?Did you buy this?It's enough to make anyone loopy around the holidays!Then through in finances....and you have a recipe for a show on Bravo!Lets be honest: We all have had the family member who has the hot stock tip, or in this day and age: crypto…Who may have made a mint on an NFT….?And is now a financial savant.So how is one to navigate this potential psychological minefield? That's where we turn to Derek Hagen, financial therapist, from Money Health Solutions!Derek provides some great insights as to why this season is so stressful and how to best handle these situations.Continue Following Derek's work at:Twitter: @money_behavior Web: https://www.moneyhealthsolutions.com/ Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

In Episode 18 of Financial Recon, we talked about all the changes happening at Disney World. From the price increases to elimination of services, its a lot for anybody to navigate, even for someone like myself who has been captivated by the magic.So what is one to do?In this episode we are joined by Marissa Vallotton from the World of DVC...who shares some tips on how to do Disney for less, whether it be a once in a lifetime trip, or one that you plan to take regularly, and some of things to be aware of if you decide to make that impulse buy on property.Stay connected with Marissa:Twitter: @DVCResaleMarketWebsite: https://worldofdvc.com/ Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Lately, we have all seen the headlines & heard the rhetoric:Company X pays No Income Taxes!Its bound to set anybody off on a tirade…And as politicians squabble as to how best address this issue, one has to wonder, is perception reality?In this episode of Financial Recon, I am joined by Professor Scott Dyreng of The Fuqua School of Business at Duke University, who provides a fascinating explanation of how to interpret financial statements versus tax returns, and what really is going on with these corporations.Follow along Professor Scott Dyreng's research by visiting his website at: https://sites.google.com/site/scottdyreng/ Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Warren Buffett. His name is synonymous with investing and the stories about him are seemingly endless…But one that doesn't make the rounds very often, is about Warren Buffett the minor league baseball owner.In this episode of Financial Recon we sit down with Gary Green, owner of the now Omaha Stormchasers baseball team & Union Omaha soccer club, as we discuss what it was like making a deal with one of the wealthiest men on the planet... Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Disney!That name makes some people excited while others just shudder.But the fact is, a Disney vacation has seemingly become almost a right of passage for most families.With Disney World getting ready to celebrate its 50th anniversary on October 1, I wanted to bring on one of the authorities on all things Disney: Rob Whiteside of WDWNT & the show ParksCenterRob dives into the dizzying amount of changes that have occurred in the past year and a half with Disney and how those will impact your experience going forward...Stay connected with Rob:https://wdwnt.com/https://www.youtube.com/playlist?list=PL0YBjR6UT8QEhwPxBGnrcSR3sNNfny67U Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Nostalgia.Its a key component to all of us and our story.Perhaps its a band, a place, or a team that triggers that sentiment.We will seemingly spend anything to recapture that feeling.When my wife & I first moved to Baltimore in 2004, one thing became evident quick: People loved their Baltimore Colts!And when I mean loved...words simply can not explain...You have to see it in the peoples eyes, their body language…How they recount the Colts Coral meetings, the 58 championship game, The teams arrival at BWI, Gino's, Ameche's, and of course the marching band….It brings them back to another time.With football just kicking off the regular season, I thought who better to wet our appetite about it than the Phd of Baltimore Sports (in my opinion at least) Mr. John Ziemann.John, creates a fascinating timeline of football history interwoven with that of his involvement in the Baltimore Colts, now Marching Ravens band, and how music played such an instrumental role in helping a city rebound from a devastating loss, to landing one of the most successful franchises in pro football. Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

An update on where the markets and economy are, and what may be ahead with T. Rowe Price's Matthew Ko. Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Happy Independence Day!A special treat in honor of America's birthday...we are joined by Dr. Lindsay Chervinsky, author of The Cabinet: George Washington & The Creation of the American Institution, where we discuss how biases influence our view of historical figures & how some of those same biases impact our finances.And as always, be sure to continue the conversation with us on Twitter with #FinancialRecon:Mike Molitoris: @FlagshipwmgDr Lindsay Chervinsky: @@lmchervinskyThe Cabinet: George Washington & The Creation of the American Institution: https://www.amazon.com/Cabinet-Washington-Creation-American-Institution/dp/0674986482/ Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

In this episode we cover it all as I am joined by Joe Kwon, cellist for the Avett Brothers.We touch on a wide range of topics, from: starting a business to smoked meats, and even what his favorite song to play live is.You will not want to miss it!And as always, be sure to continue the conversation with us on Twitter with #FinancialRecon:Mike Molitoris: @FlagshipwmgJoe Kwon: @joekwon80And please be sure to check out CARV at: https://carv.fit/As well as on instagram and facebook! Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Youth athletics is big business!We see it every day...and if not kept in check, it can destroy your budget.But why has it come to this?In this episode of Financial Recon we speak with Nick Buonocore, the head of the Reformed Sports Project. Where we dive into this hot topic and Nick shares tips on how not to become 'that parent' and why specialization at an early age may be overrated.And as always, be sure to continue the conversation with us on Twitter with #FinancialRecon:Mike Molitoris: @FlagshipwmgAnd please be sure to follow Nick & The Reformed Sports Project on Twitter @ReformedSptProj or visit his website: https://reformedsportsproject.com/ Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

In our prior episode, we discussed with Liz Simmie what ESG is and how one can screen for it when evaluating companies for investment.Now we are taking that knowledge and going to look at the real world implementation of ESG with Justin Maness of Buddha Bee Apiary.Justin explains how following his passion in coordination with these principles is good for business and good for society.And as always, be sure to continue the conversation with us on Twitter with #FinancialRecon:Mike Molitoris: @FlagshipwmgAnd please be sure to check out Buddha Bee Apiary at: https://www.buddhabeeapiary.com/As well as on instagram and facebook! Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Join Liz Simmie & I as she dives into what ESG stands for, companies that are successfully implementing it, and how combining these factors helps her make investment decisions.And as always, continue the conversation with us on Twitter with #FinancialRecon:Mike Molitoris: @FlagshipwmgLiz Simmie:@LizSimmieHoneytree Investments:@honeytreeinvest Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

As they say, the show must go on! But what happens when it can't?In this episode we speak with Sean Patrick, stage manager extraordinaire, about life in and around the theater: where it was and how it is getting ready to make its comeback! Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Always one of the most scrutinized events of the year, Woodstock for Capitalists (AKA The Berkshire Hathaway annual meeting), rarely disappoints. In this episode of Financial Recon we are joined by Dr. Bob Johnson from the Heider College of Business at Creighton University, where we take a deep dive into this years annual meeting. Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Play Ball!With the 2021 opening of Minor League baseball just around the corner, join Mike Birling, Vice President of Baseball Operations for the Durham Bulls, and myself for a conversation about the role minor league baseball played in getting us through the pandemic, the ingenuity that was demonstrated by teams across the country, and just who are some of the best Bulls Mike has seen during his time with the club!Mike Birling @DurhamBullsMike Molitoris @Flagshipwmg Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

COVID-19 turned our worlds upside down to say the least...In this episode we speak with Mike Maniscalco, the play by play voice of the NHL's Carolina Hurricanes, about what the past year has been like, how players have reacted to having fans at the games again, and the symbolism and energy of the Canes first home game with fans March 4.And as a bonus, in honor of releasing this on opening day, some baseball talk... Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Everyone has their thoughts on how to identify an investment...But one that I don't hear discussed enough is how do customers & employees view their experience?In this episode, the Yellow Tux Man, Jesse Cole, shares with us how he and his team have and continue to create a memorable experience with the Savannah Bananas, and how turning customers to fans, may be an indicator of companies we should all pay more attention to.... Connect with Jesse:@YellowTuxJessehttps://findyouryellowtux.com/ Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

A discussion with Ben Johnson, Director of Global Exchange Traded fund research for Morningstar, about exchange traded funds (E.T.F.'s), Active Non Transparent E.T.F.'s, and the 3 worst E.T.F.'s last year!Follow us:Ben Johnson @MstarETFUSMorningstar Inc. @MorningstarIncMike Molitoris @Flagshipwmg Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

During the previous 2 episodes, Dr. Brad Klontz discussed money scripts & money stories.After Brad & I recorded our episodes our family experienced an unexpected event.And I thought this was a an opportunity to share with you a peak into my money story and the influence my uncle had on my money scripts. Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Part 2!Brad & I discuss current events, money lessons for kids, and other behavioral finance matters we are confronted with on a day to day basis.Follow Brad across social media at DrBradKlontzand be sure to check out his new book Money Mammoth. Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Behavioral Finance? Financial Psychology? Money Scripts? What are these things?Join us for the first part of a two part conversation with Dr. Brad Klontz about how to conquer the mental roadblocks that impact our relationship with people & money.Twitter: @DrBradKlontzTikTok: @DrBradKlontz Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

A fascinating conversation with LPL Financial's Chief Market Strategist Ryan Detrick where we discuss where the markets were, what could be potentially ahead, and just who is the favorite to win the Big East basketball tournament?Twitter: @RyanDetrick Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Conversation with Jason Dinesen EA, LPA on tax law changes impacting you in 2020 & 2021, what to look out for, and how to stay on your tax preparers good side during tax season!Twitter: @dinesentaxWebsite: https://www.dinesentax.com/ Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.