Podcasts about ep wealth

Cannon Carr, a regional director at EP Wealth, transitioned from being a Wall Street analyst to an entrepreneur in wealth advisory to have a more meaningful impact on clients' lives. He merged his firm with EP Wealth Advisors to access growth capital and improved services. Cannon now aids business owners in achieving life goals through independent wealth management, discussing the shift from corporate environments to entrepreneurship, emphasizing financial freedom, managing overhead, and balancing profit maximization with long-term growth investments. He reflects on the naivety of first-time entrepreneurs and complex business decisions like reinvesting dividends versus taking them as income, learning from family business failures. Carr highlights that spending habits affect financial stability and happiness more than income levels and introduces the “three R's” framework—reward, reinvest, and repurpose—for aligning finances with personal satisfaction. He outlines strategies for managing profits, stressing the need for a clear financial roadmap, exit strategy, and cautioning against emotional business ties. He discusses “lifestyle creep,” emphasizing clear financial independence goals and the importance of maintaining liquidity for emergencies. Carr advocates for behavioral discipline and having a financial accountability coach, contrasting scarcity and abundance mindsets with insights from Warren Buffett and opportunities during economic downturns.   You can connect with Cannon through his podcast or Linkedin: https://businessownertales.com/ https://www.linkedin.com/in/cannon-carr/   

Join Pat and Konch as they explore recent job changes in the industry, including Elizabeth Eldridge's appointment as President of Glenmede Investment Management and new leaders joining W.K. Kellogg Foundation. In the RIA and FA M&A segment, Focus Financial's The Colony Group merges with GYL Financial Synergies, Aspen Standard Wealth secures Summitry, and EP Wealth adds two RIAs with a combined $240M in AUM. In institutional coverage, we dive into searches and recent commitments from major funds like New York State Teachers' Retirement System and Texas County & District Retirement System. Fundraising highlights feature Shamrock Capital's $1.6B close on its growth and small-cap buyout funds, as well as PennantPark's $610M Credit Opportunities Fund IV. Stay tuned for the latest in institutional and wealth management news, upcoming Dakota events, and more insights on the Dakota Marketplace.

Briefing.com Strategist Patrick O'Hare Talks About the Markets, Alphabet kicked off a major week for megacap tech earnings, More on Rob's next seminar with EP Wealth's CFP Chad Burton on Thursday, November 14, at the Palo Alto Elks Lodge at 4249 El Camino Real Palo Alto

Briefing.com Strategist Patrick O'Hare Talks About the Markets, Alphabet kicked off a major week for megacap tech earnings, More on Rob's next seminar with EP Wealth's CFP Chad Burton on Thursday, November 14, at the Palo Alto Elks Lodge at 4249 El Camino Real Palo AltoSee omnystudio.com/listener for privacy information.

Tech juggernauts Meta Platforms and Microsoft are slated to report on Wednesday while Apple is up on Thursday, JPMorgan sues customers over check fraud linked to glitch that went viral on TikTok, More on Rob's next seminar with EP Wealth's CFP Chad Burton on Thursday, November 14, at the Palo Alto Elks Lodge at 4249 El Camino Real Palo Alto

Tech juggernauts Meta Platforms and Microsoft are slated to report on Wednesday while Apple is up on Thursday, JPMorgan sues customers over check fraud linked to glitch that went viral on TikTok, More on Rob's next seminar with EP Wealth's CFP Chad Burton on Thursday, November 14, at the Palo Alto Elks Lodge at 4249 El Camino Real Palo AltoSee omnystudio.com/listener for privacy information.

This week will mark the busiest week of third-quarter earnings reporting season and the final week before the Nov. 5 U.S. presidential election, California Gov. Gavin Newsom announced a proposal to more than double the state's film and tax incentives, More on Rob's next seminar with EP Wealth's CFP Chad Burton on Thursday, November 14, at the Palo Alto Elks Lodge at 4249 El Camino Real Palo Alto

This week will mark the busiest week of third-quarter earnings reporting season and the final week before the Nov. 5 U.S. presidential election, California Gov. Gavin Newsom announced a proposal to more than double the state's film and tax incentives, More on Rob's next seminar with EP Wealth's CFP Chad Burton on Thursday, November 14, at the Palo Alto Elks Lodge at 4249 El Camino Real Palo AltoSee omnystudio.com/listener for privacy information.

Strategy for retirement, Understanding your 401k, More on Rob's next seminar with EP Wealth's CFP Chad Burton on Thursday, November 14, at the Palo Alto Elks Lodge at 4249 El Camino Real Palo Alto

Strategy for retirement, Understanding your 401k, More on Rob's next seminar with EP Wealth's CFP Chad Burton on Thursday, November 14, at the Palo Alto Elks Lodge at 4249 El Camino Real Palo AltoSee omnystudio.com/listener for privacy information.

The S and P 500 rose Thursday as the benchmark rebounded following three straight losing sessions, Scott W Thompson The Mortgage Man discusses homebuying, More on Rob's next seminar with EP Wealth's CFP Chad Burton on Thursday, November 14, at the Palo Alto Elks Lodge at 4249 El Camino Real Palo Alto

The S and P 500 rose Thursday as the benchmark rebounded following three straight losing sessions, Scott W Thompson The Mortgage Man discusses homebuying, More on Rob's next seminar with EP Wealth's CFP Chad Burton on Thursday, November 14, at the Palo Alto Elks Lodge at 4249 El Camino Real Palo AltoSee omnystudio.com/listener for privacy information.

Briefing.com Strategist Patrick O'Hare Talks About the Markets, McDonald's Stock Falls Sharply After E. Coli Outbreak, More on Rob's next seminar with EP Wealth's CFP Chad Burton on Thursday, November 14, at the Palo Alto Elks Lodge at 4249 El Camino Real Palo Alto

Briefing.com Strategist Patrick O'Hare Talks About the Markets, McDonald's Stock Falls Sharply After E. Coli Outbreak, More on Rob's next seminar with EP Wealth's CFP Chad Burton on Thursday, November 14, at the Palo Alto Elks Lodge at 4249 El Camino Real Palo AltoSee omnystudio.com/listener for privacy information.

An uptick in interest rates overshadowed a solid start to earnings reporting season, Earnings set to come out this week from Tesla and Coca-Cola on Wednesday and Honeywell on Thursday, More on Rob's next seminar with EP Wealth's CFP Chad Burton on Thursday, November 14, at the Palo Alto Elks Lodge at 4249 El Camino Real Palo Alto

An uptick in interest rates overshadowed a solid start to earnings reporting season, Earnings set to come out this week from Tesla and Coca-Cola on Wednesday and Honeywell on Thursday, More on Rob's next seminar with EP Wealth's CFP Chad Burton on Thursday, November 14, at the Palo Alto Elks Lodge at 4249 El Camino Real Palo AltoSee omnystudio.com/listener for privacy information.

Stocks fell slightly after a strong week for the major averages as investors awaited the release of major corporate earnings reports, The Big Business of Halloween, More on Rob's next seminar with EP Wealth's CFP Chad Burton on Thursday, November 14, at the Palo Alto Elks Lodge at 4249 El Camino Real Palo Alto

Stocks fell slightly after a strong week for the major averages as investors awaited the release of major corporate earnings reports, The Big Business of Halloween, More on Rob's next seminar with EP Wealth's CFP Chad Burton on Thursday, November 14, at the Palo Alto Elks Lodge at 4249 El Camino Real Palo AltoSee omnystudio.com/listener for privacy information.

A look at Sphere Entertainment, Amazon going all in on nuclear power, More on Rob's next seminar with EP Wealth's CFP Chad Burton on Thursday, November 14, at the Palo Alto Elks Lodge at 4249 El Camino Real Palo Alto

A look at Sphere Entertainment, Amazon going all in on nuclear power, More on Rob's next seminar with EP Wealth's CFP Chad Burton on Thursday, November 14, at the Palo Alto Elks Lodge at 4249 El Camino Real Palo AltoSee omnystudio.com/listener for privacy information.

S and P 500 climbs to record as Nvidia hits all-time high, Target is partnering with Taylor Swift on Black Friday for two retailer-exclusive releases, More on Rob's next seminar with EP Wealth's CFP Chad Burton on Thursday, November 14, at the Palo Alto Elks Lodge at 4249 El Camino Real Palo Alto

S and P 500 climbs to record as Nvidia hits all-time high, Target is partnering with Taylor Swift on Black Friday for two retailer-exclusive releases, More on Rob's next seminar with EP Wealth's CFP Chad Burton on Thursday, November 14, at the Palo Alto Elks Lodge at 4249 El Camino Real Palo AltoSee omnystudio.com/listener for privacy information.

Briefing.com Strategist Patrick O'Hare Talks About the Markets, Volatility spiked and stocks struggled Tuesday after ASML Holdings' latest outlook seemed to spook chip stock investors, More on Rob's next seminar with EP Wealth's CFP Chad Burton on Thursday, November 14, at the Palo Alto Elks Lodge at 4249 El Camino Real Palo 

Briefing.com Strategist Patrick O'Hare Talks About the Markets, Volatility spiked and stocks struggled Tuesday after ASML Holdings' latest outlook seemed to spook chip stock investors, More on Rob's next seminar with EP Wealth's CFP Chad Burton on Thursday, November 14, at the Palo Alto Elks Lodge at 4249 El Camino Real Palo See omnystudio.com/listener for privacy information.

So far, about 40 S and P 500 companies have reported third-quarter results and of those 80 percent have beaten analyst expectations, Americans Intend to Cut Holiday Gift Purchases, More on Rob's next seminar with EP Wealth's CFP Chad Burton on Thursday, November 14, at the Palo Alto Elks Lodge at 4249 El Camino Real Palo 

So far, about 40 S and P 500 companies have reported third-quarter results and of those 80 percent have beaten analyst expectations, Americans Intend to Cut Holiday Gift Purchases, More on Rob's next seminar with EP Wealth's CFP Chad Burton on Thursday, November 14, at the Palo Alto Elks Lodge at 4249 El Camino Real Palo See omnystudio.com/listener for privacy information.

 S and P 500 hits record to start the week, SpaceX successfully caught its Starship's booster using metal chopsticks at its Texas launch pad this weekend, More on Rob's next seminar with EP Wealth's CFP Chad Burton on Thursday, November 14, at the Palo Alto Elks Lodge at 4249 El Camino Real Palo 

 S and P 500 hits record to start the week, SpaceX successfully caught its Starship's booster using metal chopsticks at its Texas launch pad this weekend, More on Rob's next seminar with EP Wealth's CFP Chad Burton on Thursday, November 14, at the Palo Alto Elks Lodge at 4249 El Camino Real Palo See omnystudio.com/listener for privacy information.

The Tesla Robotaxi reveal event, Peak Obesity in the United States, More on Rob's next seminar with EP Wealth's CFP Chad Burton on Thursday, November 14, at the Palo Alto Elks Lodge at 4249 El Camino Real Palo 

The Tesla Robotaxi reveal event, Peak Obesity in the United States, More on Rob's next seminar with EP Wealth's CFP Chad Burton on Thursday, November 14, at the Palo Alto Elks Lodge at 4249 El Camino Real Palo See omnystudio.com/listener for privacy information.

S&P 500 and Dow Jones Industrial Average falling from records, Netflix controls the top position in daily video consumption among teens, Scott W Thompson The Mortgage Man discusses planning homebuying for Parents and their Kids, More on Rob's next seminar with EP Wealth's CFP Chad Burton on Thursday, November 14, at the Palo Alto Elks Lodge at 4249 El Camino Real Palo 

S&P 500 and Dow Jones Industrial Average falling from records, Netflix controls the top position in daily video consumption among teens, Scott W Thompson The Mortgage Man discusses planning homebuying for Parents and their Kids, More on Rob's next seminar with EP Wealth's CFP Chad Burton on Thursday, November 14, at the Palo Alto Elks Lodge at 4249 El Camino Real Palo See omnystudio.com/listener for privacy information.

Looking for the Best Investments, CFP Chad Burton from EP Wealth with Investment Strategies, The Latest on the Video Game Industry

Looking for the Best Investments, CFP Chad Burton from EP Wealth with Investment Strategies, The Latest on the Video Game IndustrySee omnystudio.com/listener for privacy information.

EP Wealth's CFP Chad Burton discusses tax issues to avoid in retirement, Briefing.com Strategist Patrick O'Hare Talks About the Markets, More on Rob and Chad's seminar Strategies for Building a Tax Conscious Retirement Portfolio Thursday July 18th at Crowne Plaza Foster City

EP Wealth's CFP Chad Burton discusses tax issues to avoid in retirement, Briefing.com Strategist Patrick O'Hare Talks About the Markets, More on Rob and Chad's seminar Strategies for Building a Tax Conscious Retirement Portfolio Thursday July 18th at Crowne Plaza Foster CitySee omnystudio.com/listener for privacy information.

Financial Trends to be Aware Of, Financial Pitfalls to Avoid, CFP and CPCC Stephanie Richman of EP Wealth on Retirement Roadblocks

Financial Trends to be Aware Of, Financial Pitfalls to Avoid, CFP and CPCC Stephanie Richman of EP Wealth on Retirement RoadblocksSee omnystudio.com/listener for privacy information.

Reactions to Mixed Earnings, The Importance of Watching FedEx, CFP and CPCC Stephanie Richman of EP Wealth on What You Need to Know About Crafting Your Retirement, More on Rob's two hour seminar with Stephanie Richman Saturday March 23rd 10am to Noon at Don Tatzin Community Hall at Lafayette Library

Reactions to Mixed Earnings, The Importance of Watching FedEx, CFP and CPCC Stephanie Richman of EP Wealth on What You Need to Know About Crafting Your Retirement, More on Rob's two hour seminar with Stephanie Richman Saturday March 23rd 10am to Noon at Don Tatzin Community Hall at Lafayette LibrarySee omnystudio.com/listener for privacy information.

Stocks climbed and Technology Shares outperformed, Elon Musk's brain implant company Neuralink posted a video on X of its First Human User, More on CFP and CPCC Stephanie Richman of EP Wealth and Rob's two hour seminar Saturday March 23rd 10am to Noon at Don Tatzin Community Hall at Lafayette Library

Stocks climbed and Technology Shares outperformed, Elon Musk's brain implant company Neuralink posted a video on X of its First Human User, More on CFP and CPCC Stephanie Richman of EP Wealth and Rob's two hour seminar Saturday March 23rd 10am to Noon at Don Tatzin Community Hall at Lafayette LibrarySee omnystudio.com/listener for privacy information.

Bitcoin slumps as traders started Taking Profits after it had soared roughly 70 percent from the start of the year, CFP and CPCC Stephanie Richman of EP Wealth on What You Need to Know About Crafting Your Retirement, More on Rob's two hour seminar with Stephanie Richman Saturday March 23rd 10am to Noon at Don Tatzin Community Hall at Lafayette Library

CFP and CPCC Stephanie Richman of EP Wealth on Retirement Roadblocks, What You Need to Know About Crafting Your Retirement, More on Rob's two hour seminar with Stephanie Richman Saturday March 23rd 10am to Noon at Don Tatzin Community Hall at Lafayette Library

S and P 500 slid below the flatline, CFP and CPCC Stephanie Richman of EP Wealth on Retirement Readiness, More on Rob's two hour seminar with Stephanie Richman Saturday March 23rd 10am to Noon at Don Tatzin Community Hall at Lafayette Library

Technology stocks Spurred Higher after a couple of down days on Friday and Monday, CFP and CPCC Stephanie Richman of EP Wealth on Retirement Roadblocks, More on Rob's two hour seminar with Stephanie Richman Saturday March 23rd 10am to Noon at Don Tatzin Community Hall at Lafayette Library

CFP and CPCC Stephanie Richman of EP Wealth on Retirement Roadblocks, Briefing.com Strategist Patrick O'Hare Talks About the Markets, More on Rob's two hour seminar with Stephanie Richman Saturday March 23rd 10am to Noon at Don Tatzin Community Hall at Lafayette Library

Investor Optimism was boosted after the European Central Bank lowered forecasts for Annual Inflation, Adam Sandler Was Highest Paid Actor of 2023, CFP and CPCC Stephanie Richman of EP Wealth on her two hour seminar with Rob on Saturday March 23rd 10am to Noon at Don Tatzin Community Hall at Lafayette Library

Technology Sector Struggled as Apple slipped more than 3 percent after research shows iPhone sales plunged in China in the first six weeks of 2024, Regulators have Capped Credit Card Late Fees, CFP and CPCC Stephanie Richman of EP Wealth on her two hour seminar with Rob on Saturday March 23rd 10am to Noon at Don Tatzin Community Hall at Lafayette Library

Investors prepare for a week where Federal Reserve Chair Jerome Powell's testimony and the monthly jobs report could put Equity Gains to the test, Dune Part 2 delivers the biggest opening weekend of 2024, CFP and CPCC Stephanie Richman of EP Wealth on her two hour seminar with Rob on Saturday March 23rd 10am to Noon at Don Tatzin Community Hall at Lafayette Library