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Latest episodes from Thought and Action

Stuck Between a Rock and a Hard Place

Play Episode Listen Later Jul 15, 2022 38:33


As the Fed debates the lesser of two evils, what does the data say about the economy? How much longer can people “buy the dip?” In our new episode "Stuck Between a Rock and a Hard Place" Scott Poore talks with Erik about the Fed's tough decision, inflation's impact on the economy, and an impending recession. This is a longer episode as Scott really dives into the data to give an overview of where the economy is at. Of note, the Wealth Protection Signal has triggered meaning a raise of 10% cash in portfolios. Listen to this Thought & Action episode to find out the answers to these questions and more. Of note, Scott uses slides to educate. Check out our video version of the podcast here - https://youtu.be/AGJIl225-h0

What is the Fed Doing?

Play Episode Listen Later Jun 22, 2022 26:39


Is the Fed moving too fast? Too slow? What are the impacts to the market? In our new episode "What is the Fed Doing?" Scott Poore talks with Erik about the Fed's toolkit, inflation's impact on the consumer, and an impending recession. Of note, the Wealth Protection Signal has triggered meaning a raise of 10% cash in portfolios. Listen to this Thought & Action episode to find out the answers to these questions and more.

Has the Recession Started?

Play Episode Listen Later Jun 3, 2022 29:01


Are we already into a recession? If so, how far and what is there to expect going forward? What does all of this mean for the your investment allocation? In our new episode "Has the Recession Already Started?" Scott Poore talks with Erik about past recessions, the softening economy and how an investor should pivot. Of note, the Wealth Protection Signal has triggered meaning a raise of 10% cash in portfolios. Listen to this Thought & Action episode to find out the answers to these questions and more. Of note, Scott uses slides to educate. Check out our video version of the podcast here - https://youtu.be/AGJIl225-h0

What is Safe in this Market?

Play Episode Listen Later May 20, 2022 25:36


Where consumer inflation is single digits, the producer inflation numbers are double digits. As the market continues to fall, what does that mean for the your investment allocation? In our new episode "What is Safe in this Market?" Scott Poore talks with Erik about inflation, previous money pumping vs. rising rates and where the safe spots are (are there any?). Of note, the Wealth Protection Signal has triggered meaning a raise of 10% cash in portfolios. Listen to this Thought & Action episode to find out what Scott says. Of note, Scott uses slide to educate. Check out our video version of the podcast here - https://youtu.be/UECkE7-baek.

Can the Consumer Keep Up with Inflation?

Play Episode Listen Later Apr 26, 2022 25:16


The consumer has been battling inflation for two years and now inflation is kicking into another gear. Can the consumer keep up In our new episode "Can the Consumer Keep Up with Inflation?" Scott Poore talks with Erik about inflation, previous money pumping vs. rising rates and commodities shining moment. So where do we find opportunities? Listen to this Thought & Action episode to find out what Scott says. To see data charts that Scotts goes over - check out our Youtube Video here: https://youtu.be/2UmswnG3SqE

Stagflation?

Play Episode Listen Later Apr 11, 2022 24:56


Do rising rates mean a falling market? In our new episode "Stagflation?" Scott Poore talks with Erik about the rise of rates, but how the market could potentially end up higher by the end of the year. Although remember - not all parts of the market are created equally. So where do we find opportunities? Listen to this Thought & Action episode to find out what Scott says. To see data charts that Scotts goes over - check out our Youtube Video here: https://youtu.be/2UmswnG3SqE

Good News, Bad News

Play Episode Listen Later Mar 28, 2022 20:58


As an investor sometimes you have to take a step back to see the forest instead of just the trees but sometimes you need to dig a little before stepping back. In our new episode, "Good News, Bad News", Scott Poore talks with Erik about the effects of inflation in all areas of the market and how we need to watch out for a possible future recession. So is the Fed moving fast enough? Listen to this Thought & Action episode to find out what Scott says. To see data charts that Scotts goes over - check out our Youtube Video here https://youtu.be/Vjg33yAkKV8

Investment 102

Play Episode Listen Later Mar 16, 2022 19:43


In this week's episode of Thought & Action, Erik Flegal and Scott Poore break down the different components of an asset allocation portfolio: equity (stocks), fixed income (bonds), T bills (cash and equivalents), and alternative investments.

Ukraine & Prices at the Pump

Play Episode Listen Later Mar 14, 2022 23:53


How is the conflict in Ukraine effecting the market? Erik & Scott sit down to discuss this in terms of where we have been, where we currently are & what the market trends are telling us for the future. You can also watch this episode on Youtube to see charts/data that Scott goes over. Just go to our Youtube Channel https://www.youtube.com/channel/UCwx8dJ52vXGIigWxFsKj5Ww

What's the Fed going to do?

Play Episode Listen Later Feb 3, 2022 14:08


On today's episode, guest host Joe McQuaid sits down with Scott Poore to discuss the jobs report, the Fed's position & the supply chain woes.

Advanced Mortgage Techniques

Play Episode Listen Later Feb 2, 2022 20:59


Jason Sheron joins us again for more mortgage talk. This episode he and Erik discuss private mortgage insurance and how to leverage loans to benefit your family members. Also, we won't be doing a podcast for them over the next month or so. They guy who does the podcast is out and we are going to try and cut up some past podcasts for social media in the meantime. So, i'll keep you updated on when we'll start it back up.

Investing 101

Play Episode Listen Later Jan 19, 2022 21:33


Stocks and bonds and alternative investments, oh my! In this week's episode of Thought & Action, Erik Flegal and Scott Poore discuss the differences among three types of common investments: stocks (equities), bonds (fixed income), and alternative investments.

How High Can It Go?

Play Episode Listen Later Jan 6, 2022 18:46


On this episode of Thought & Action, Erik and Scott sit down to talk about the market's never ending rise and discuss how much higher it can go. Make sure to follow our Socials: Instagram: @family_family_financial facebook: https://www.facebook.com/familyfortunefinancial youtube: https://www.youtube.com/channel/UCwx8dJ52vXGIigWxFsKj5Ww

Mortgages - Are Brokers Better than Banks?

Play Episode Listen Later Jan 5, 2022 22:43


There's a lot to be wary of when it comes to mortgages. Jason Sheron, broker and owner of Home Loans Inc, sits down with Erik to demystify the world of mortgages and educate home owners and buyers on the most common pitfalls.

Market Musings: The Ghost of 2022 Future

Play Episode Listen Later Dec 26, 2021 22:19


What does the ghost of 2022 future have to say about the stock market? Erik sits down with Scott Poore for a new Market Musings Episode to discuss the answer to that question, what the drivers of the market are and why many major investment houses can't seem to pin down their thoughts and keep revising their outlooks. You can listen to the Thought & Action podcast on Apple & Spotify or watch it on Youtube on the Family Fortune Financial Channel.

Communication Skills in a Virtual World with Mary Jo Romeo

Play Episode Listen Later Dec 22, 2021 23:50


Communication expert and coach Mary Jo Romeo sits down with Erik to talk about the crisis of communication in virtual meetings and what you can do to strengthen your connections over camera. She shares her top five Zoom tips, along with a number of other helpful recommendations for virtual meetings.

Market Musings: The BIG Question

Play Episode Listen Later Dec 9, 2021 18:07


Everyone is thinking it, it is the BIG question on everyone's mind. What will the market look like in 2022, will it resemble 2021? Check out today's episode to hear Erik and Scott discuss what we can expect from the market in 2022 and how those in the invested market should navigate their investments through the end of this year and into the next. Have a question that you would like Erik and Scott to answer about the market or a past episode? Email info@familyfortunefinancial.com with your question and they may just answer it on a future episode.

You've Built Your Non-Profit with Katie Blomquist

Play Episode Listen Later Dec 8, 2021 27:15


Katie Blomquist joins Erik to discuss the ins and outs of non-profits, including how to start and operate one of your own. Katie is a speaker, coach, and founder of Going Places, a non-profit organization that provides disadvantaged youth with joy in the form of bicycles.

built going places katie blomquist
Market Musings: Oh my, Omicron

Play Episode Listen Later Dec 2, 2021 19:35


Happy December. Thanksgiving is done and we are moving on to Christmas and unfortunately another Variant. In today's episode, Erik and Scott talk about the Omicron variant, the effects the current rate and expected increase of inflation will have on equities next year & market bounces. You can also watch today's episode on YouTube to see the graphics that Scott shares.

E-Commerce Opportunity Update with Mike McDaniel

Play Episode Listen Later Nov 24, 2021 15:33


Mike McDaniel, Senior Regional VP at Sealy & Company, joins Erik to talk about the accelerated growth of ecommerce since COVID-19 and how distribution spaces can be a valuable way to diversify and anchor your portfolio.

Market Musings with Scott Poore

Play Episode Listen Later Nov 13, 2021 19:36


On this episode Erik and Scott discuss inflation, oil and energy and the impacts of the new infrastructure bill.

Trusts, Wills, and Planning...oh my! with Dana Wine

Play Episode Listen Later Nov 10, 2021 23:10


Dana Wine, attorney and partner at Freeman Wine, joins Erik to discuss the importance of estate planning and how it fits into your overall wealth management strategy.

Market Musings with Scott Poore

Play Episode Listen Later Nov 4, 2021 18:45


On this episode Erik and Scott discuss the why equities have been so hot, supply chain woes and potential signals for growth or pullbacks. #marketmusings #thoughtandaction #podcast #familyfortunefinancial #inflation #marketupdate

Private vs Public Equity Markets with Mike Whitney

Play Episode Listen Later Oct 27, 2021 23:43


Mike Whitney, VP of Sales at InvestX, joins Erik to talk about the differences between private and public equity markets -- and how you can leverage pre-IPOs assets to gain access to growing companies before they go public.

Market Musings with Scott Poore

Play Episode Listen Later Oct 14, 2021 21:38


Listen in for another Market Musings conversation between Erik Flegal & Scott Poore.

Wellness with Neda Smith

Play Episode Listen Later Oct 13, 2021 24:21


Erik sits down with Neda Smith, a colon hydrotherapist at Gut Harmony in Charleston, to discuss the importance that digestive health has on our overall health, and what you can do to improve it. You can have all the money in the world, but it really doesn't matter if you don't feel good and can't enjoy life. To learn more about Gut Harmony, visit gutharmonysc.com.

Market Musings with Scott Poore

Play Episode Listen Later Sep 30, 2021 15:58


Check out the newest episode of the Podcast, Thought & Action, for a Market Musings Update. You'll get a great market overview in 15 minutes! On this episode Erik and Scott discuss tapering, inflation, the infrastructure bill and more. #marketmusings #thoughtandaction #podcast #familyfortunefinancial #inflation #marketupdate

Transparency with Erik Flegal and Joe McQuaid

Play Episode Listen Later Sep 29, 2021 12:25


Erik Flegal and Joe McQuaid of Family Fortune Financial discuss why transparency and real-time visibility into your assets and investments should be a crucial part of your wealth management strategy. To learn more about Family Fortune Financial, visit familyfortunefinancial.com.

Market Musings with Scott Poore

Play Episode Listen Later Sep 21, 2021 11:30


Check out the newest episode of the Podcast, Thought & Action, for a Market Musings Update. On this episode Erik and Scott discuss the Fed's (in)decision time with inflation, taper talk, and the impact on the markets.

Access and Private Investments with Adam Ponder

Play Episode Listen Later Sep 15, 2021 24:50


There's a reason why 98% of the individuals on the Forbes 400 list grew their wealth through private, not public, investments. On this episode of Thought & Action, Adam Ponder, Co-founder and CEO of Alta Trust, joins Erik to discuss the benefits of private investment and why you should consider adding it to your portfolio.

Market Musings with Scott Poore

Play Episode Listen Later Sep 13, 2021 17:57


Check out the newest episode of the Podcast, Thought & Action, for a Market Musings Update. On this episode Erik and Scott discuss what's coming, COVID expectations on growth and inflation's potential impact on the market.

Differences in Public and Private ESG Investing with Simon O'Shea

Play Episode Listen Later Sep 1, 2021 28:02


Simon O'Shea, Chief Investment Officer at Ballast Rock, joins Erik Flegal to discuss Louisiana Green Fuels, an exciting new investment opportunity with potential for a huge environmental and economic impact. If you're looking for a unique and promising investment opportunity that will also make the world a better place, you won't want to miss this episode.

Market Musings with Scott Poore

Play Episode Listen Later Aug 25, 2021 17:09


On this episode of the Podcast we have our market musings update with Scott Poore, AIF®, AWMA®, APMA® of Eudaimonia Group. Erik and Scott discuss the market's reaction to good and bad news, the “C word” (CoVid), and what exactly the Fed is and why their minutes move the market.

Estate Planning Basics with Jonathan Gopman

Play Episode Listen Later Aug 18, 2021 16:13


On this episode of Thought & Action, Jonathan Gopman joins Erik to discuss must-know strategies for estate planning, the "foundation of wealth management."

Market Musings with Scott Poore

Play Episode Listen Later Aug 10, 2021 19:38


On this episode, Erik R. Flegal and Scott Poore, AIF®, AWMA®, APMA® talk through bonds, inflation causes and Covid expectations on the market.

Fiduciary with Joe McQuaid

Play Episode Listen Later Aug 4, 2021 12:51


In this episode of Thought & Action, Erik Flegal and Joe McQuaid explore the differences between the fiduciary standard and brokerage standard. Only one of these financial advisory standards ensures there are no conflicts of interest or commission fees involved. To learn more about Family Fortune Financial, visit familyfortunefinancial.com.

Market Musings with Scott Poore

Play Episode Listen Later Jul 29, 2021 13:50


Today's podcast episode, Erik R. Flegal and Scott Poore, AIF®, AWMA®, APMA® talk through recent movements in the market and some reasons for their cause. It truly highlights the difference between short term and long term investment horizons.

Health Insurance with Nicole Stewart

Play Episode Listen Later Jul 21, 2021 17:27


Erik sits down with Nicole Stewart, a health insurance agent with HealthMarkets, to discuss how you can get the most of your health insurance coverage without any added cost. They discuss why you should be using a health broker, the effect that the Affordable Care Act has had on the market, and much more.

Community

Play Episode Listen Later Jul 12, 2021 11:38


Erik and Joe sit down to discuss the intangible side of wealth management: community. In our digital world, face-to-face networking events like Red Carpet Charleston are paramount for making new connections and building your legacy. To learn more about Family Fortune Financial, visit familyfortunefinancial.com.

Market Musings with Scott Poore

Play Episode Listen Later Jul 11, 2021 19:44


In this episode, Erik and Scott talk through the second half of 2021 and what to expect. There is a lot of optimism as the economy rebounds, but that isn't without some bumps in the road. They talk through Scott's "three-legged stool" that the market reacts to and where each leg stands now.

Biden Tax Changes with Jonathan Gopman

Play Episode Listen Later Jul 7, 2021 20:43


Jonathan Gopman, a tax trusts and estate partner at Akerman, joins Erik to discuss how tax increases from the Biden administration can affect your tax strategies. They talk about the pros and cons of high risk vs. low risk strategies, the importance of flexible planning, and more. To learn more about Akerman's services, visit akerman.com.

Access with Joe McQuaid

Play Episode Listen Later Jun 30, 2021 10:55


Erik Flegal and Joe McQuaid of Family Fortune Financial sit down to discuss the importance of access, both in terms of private investments and professional connections, in the realm of wealth management. To learn more about Family Fortune Financial, visit familyfortunefinancial.com.

Market Musings with Scott Poore

Play Episode Listen Later Jun 28, 2021 21:32


Today's podcast episode, Scott Poore, AIF®, AWMA®, APMA® - Chief Investment Officer of Eudaimonia Group, discusses with Erik R. Flegal the dip and correction in the last two weeks, inflation expectations and opportunities (with and without an infrastructure deal).

Market Musings with Scott Poore

Play Episode Listen Later Jun 14, 2021 18:41


Tune in to this week's episode where Scott Poore, Chief Investment Officer of Eudaimonia Group, discusses with Erik the expectations for Summer 2021 & how the inflation rate is affecting everything from labor numbers to used cars. Scott also speaks about when he expects to see more normalcy in the market and how certain policies, if passed in Washington, could improve and accelerate this timeline.

Luxury Travel with Marco Marano

Play Episode Listen Later Jun 14, 2021 16:48


Looking for a tailor-made travel experience but don't know where to start? Get an inside look at the world of luxury travel with CountryBred founder Marco Marano in our new episode. Click to listen now! And for more from the Thought & Action podcast by Family Fortune Financial, please click here!

Tax Free Roth Conversion with Fred Gratz

Play Episode Listen Later May 31, 2021 13:42


Future growth and flexibility are the hallmarks of effective financial planning. And the right energy investment can convert your IRA into a Roth virtually tax-free. We sit down with U.S. Energy Development Corporation director Fred Gratz to discuss how you can unlock and compound future growth with savvy oil and gas investments. Click to listen! And for more from the Thought and Action podcast, click here!

Market Musings with Scott Poore

Play Episode Listen Later May 27, 2021 21:32


In this episode, Erik is joined by Scott Poore, Chief Investment Officer of Eudaimonia Group. They discuss the recent market volatility, inflation, and their opinions on potential for rate increases as we enter summer.

Virtual Philanthropy with Christine England

Play Episode Listen Later May 19, 2021 23:58


Virtual philanthropy was essential for some restaurants' survival during the COVID-19 pandemic. In this episode, Erik discusses real ways to positively impact your community with Christine England, founder of Lowcountry Eat Out! Click to listen now! And for more Thought & Action from Family Fortune Financial, click here!

Market Musings with Scott Poore

Play Episode Listen Later May 18, 2021 14:20


In this episode of Thought & Action, Scott Poore, Chief Investment Officer at Eudaimonia Group shares his bi-weekly update on the current market. Tune in for more info!

IPO / Private Market Update with Chris Arnold

Play Episode Listen Later May 12, 2021 22:40


In this episode of Thought & Action we will have IPO / Private Market Updates with Chris Arnold, Managing Director at Morgan Creek Capital Management. Listen now for more info!

Market Musings with Scott Poore

Play Episode Listen Later May 7, 2021 17:06


Joined by Scott Poore, Chief Investment Officer - Eudaimonia Group , for his bi-weekly thoughts on the market.

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