Podcast appearances and mentions of gil baumgarten

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Best podcasts about gil baumgarten

Latest podcast episodes about gil baumgarten

Money Life with Chuck Jaffe
First Franklin's Ewing: The small-cap rally has finally arrived

Money Life with Chuck Jaffe

Play Episode Listen Later Oct 2, 2024 59:04


Brett Ewing, chief market strategist at First Franklin Financial Services, says that the rally he expected for small-cap stocks when he last appeared on the show in January, finally arrived in the third quarter and the stock market is now rotating towards smaller companies, industrials and real estate investment trusts. Ewing says that he expects the stock market to have a "decent correction" near the end of the year, if only because the market has seldom been up this much after three quarters and most years with a similar gain have seen a downturn in the fourth quarter; while he thinks the market will quickly backstop a decline, he noted that investors may also want to lean into fixed income because bonds, historically, have outperformed equities in the first 12 months after the federal reserve starts a rate-cutting cycle. Nadia Vanderhall, Financial Planner and CEO at Brands + Bands Strategy Group, discusses her recent blog post on how consumers can use gift cards as a budgeting and money-management tool — and can be a valuable accessory for teaching kids about money — and Gil Baumgarten, founder and president of Segment Wealth Management talks ETFs and stocks in the Money Life Market Call.

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Life Changing Questions Podcast
177: How to Take Charge of Your Personal Finance, With Gil Baumgarten & Kevin Bees Profit Maximisation Expert

Life Changing Questions Podcast

Play Episode Listen Later Aug 3, 2023 35:12


Gil Baumgarten is a disruptive wealth management pioneer. After battling UBS in defense of 100% ETF portfolios, a direct assault on the firm's fee-rich mutual fund business, he was on the original beta-test team of six advisors permitted to run discretionary ETF portfolios in 2002. He has since been named one of the “Top-20 ETF Thought Leaders in the U.S.” by Barron's and The Wall Street Journal. Gil's fee-only fiduciary firm, Segment Wealth Management, is a top-15 firm in Houston as ranked by the Houston Business Journal. Gil is perennially named a top 50 advisor in Texas by Barron's, out of the state's 26,002 registrants. Gil is also the best-selling author of FOOLISH: How Investors Get Worked Up and Worked Over by the System. The book takes readers through the dark tunnels of the brokerage fee ecosystem and takes a deep dive on investors' self-harm tendencies driven by ego satisfaction. In this episode, Gil Baumgarten shares: What's happening to the financial system and what can we do to take control of our financial future How a fiduciary system can benefit you Insights on confirmational biases what we should be doing to guide ourselves through the current economic situation The importance of having a financial guide The best stocks to invest in The advantages of investing in ETFs Investment recommendations for investors with portfolio values of over 5 million dollars Investment recommendations for investors with portfolio values of under 5 million dollars Managing liquidity to create wealth and take control of our finances  The best route to sustainable wealth How the quality of the questions we ask ourselves impact the quality of the life that we lead How to create the mental ecosystem to produce the best financial results How to have a better result by avoiding taxes and fees idea or concept of beginning with the end in mind And much more...    Resources mentioned in today's show: Segment Wealth website: https://segmentwm.com/ FOOLISH: https://gilbaumgarten.com/book/ Gil's Musings: https://segmentwm.com/blog/ The Intelligent Investor - Benjamin Graham Money Master The Game: Tony Robbins If you would like more insights on profit maximization for your business, visit: www.ProfitHive.com.au

Registered Investment Advisor Podcast
Ep 97: Unusual Referral generation Events

Registered Investment Advisor Podcast

Play Episode Listen Later Apr 26, 2023 15:31


Gil Baumgarten is a disruptive wealth management pioneer. After battling UBS in defense of 100% ETF portfolios, a direct assault on the firm's fee-rich mutual fund business, he was on the original beta-test team of six advisors permitted to run discretionary ETF portfolios in 2002. He has since been named one of the “Top-20 ETF Thought Leaders in the U.S.” by Barron's and The Wall Street Journal.    Gil's fee-only fiduciary firm, Segment Wealth Management, is a top-15 firm in Houston as ranked by the Houston Business Journal. Gil is perennially named a top-50 advisor in Texas by Barron's, out of the state's 26,002 registrants.    Gil is also the best-selling author of FOOLISH: How Investors Get Worked Up and Worked Over by the System. The book takes readers through the dark tunnels of the brokerage fee ecosystem and takes a deep dive on investors' self-harm tendencies driven by ego satisfaction.   Listen to this insightful RIA episode with Gil Baumgarten about unusual referral generation events. Here is what to expect on this week's show: - How the brokerage industry should value and nurture client relationships.  - Why holding events is a great way to build relationships with your clients. - How your clients might be more interested in going to more creative events. - Why it's easy to figure out a group of people's common denominator once you get to know them. - How you should know how your clients will respond to a volitive market.   Connect with Gil: Links Mentioned: https://gilbaumgarten.com/ https://segmentwm.com/ Facebook https://www.facebook.com/SegmentWealthManagement LinkedIn linkedin.com/in/gil-baumgarten Learn more about your ad choices. Visit megaphone.fm/adchoices

Purpose-Driven Wealth
Episode 73 - Don't Be Fooled By The Financial System

Purpose-Driven Wealth

Play Episode Listen Later Apr 4, 2023 43:30


Episode 73 - Don't Be Fooled By The Financial System Investing in the stock market is an enigma to most, even in those who invest in it. There is a massive amount of data to process, and you wouldn't know where to start. What if you can find that staring perspective that provides a very detailed insight into the stock market game? Join Mo Bina in this episode of the Purpose-Driven Wealth podcast as he talks with Gil Baumgarten about the Securities and Investment Industry and several key concepts to give you a unique insight into stock market investing.  Here's what you will expect in this episode… How Gil started: from a broker to starting his own firm. On financial advice: difference between a broker and a fiduciary  How Segment works with Schwab, their primary custodian.  Advantages of ETF over actively managed mutual funds. Advantage of having an advisor Chasing hot stocks and generating losses.  The way to build wealth. The kind of company Warren Buffet buys. Beta versus Alpha and the correct way to look at dividends. Talking about Gil's book Why people are making bad decisions on buying stocks. Understanding the market game. Finding somebody who understands the market. About Gil Baumgarten: Gil Baumgarten is a 38-year veteran of the securities and investment industry. After beginning his career at the venerable EF Hutton in the early 1980s, Gil became a top producer for UBS and Smith Barney, what is today Morgan Stanley. However, Gil found Wall Street routinely emphasized its own interests over those of the client. In 2010, Gil left the brokerage world to start Segment, a fee-only firm where the interests of the client could align with the interests of the firm. The Houston Business Journal ranks Segment among the Largest Houston-Area Wealth Management Firms. In 2021, Gil published his first book, FOOLISH: How Investors Get Worked Up and Worked Over by the System.  Gil Baumgarten Links: Segment Wealth Management: https://segmentwm.com/ FOOLISH the book: https://segmentwm.com/blog/ Gil's Musings: https://gilbaumgarten.com/book/ Disclosure: https://segmentwm.com/important-disclosure-information/ Connect with Mo Bina on… Website: https://www.high-risecapital.com/ Medium: https://mobina.medium.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index  

Mindful Money
048: Gil Baumgarten - Disrupting the Wealth Management Industry

Mindful Money

Play Episode Listen Later Mar 10, 2023 54:26


Upcoming Event!How Can Mindfulness Give You a More Abundant Retirement?Are you ready to let go of anxiety and find the peace of mind you seek as you prepare for your golden years? Your Answer Lies in These 5 Critical Retirement Questions: Am I on track for financial independence?What do I need to do to get on track?How do I design a mindful investing portfolio?How do I manage that portfolio and my income over time through changing markets?How do I prepare non-financially for retirement? What are the dominant variables in a happy retirement?Learn more: https://courses.mindful.money/mindful-retirement-review-workshop/Gil Baumgarten is a disruptive wealth management pioneer. After battling UBS in defense of 100% ETF portfolios, a direct assault on the firm's fee-rich mutual fund business, he was on the original beta-test team of six advisors permitted to run discretionary ETF portfolios in 2002. He has since been named one of the “Top-20 ETF Thought Leaders in the U.S.” by Barron's and The Wall Street Journal . Gil's fee-only fiduciary firm, Segment Wealth Management, is a top-15 firm in Houston as ranked by the Houston Business Journal . Gil is perennially named a top-50 advisor in Texas by Barron's , out of the state's estimated 26,002 registrants. Gil is also the best- selling author of FOOLISH: How Investors Get Worked Up and Worked Over by the System. Today, Gil joins the show to discuss his background in the financial services industry, the difference between fiduciary and non-fiduciary standards, and the psychology behind investing.

For Advisors By Advisors
For Advisor By Advisors - Interview with Gil Baumgarten, President of Segment Wealth Management - As Advisors age, how Important is Succession Planning? Do RIAs hold more value?

For Advisors By Advisors

Play Episode Listen Later Feb 22, 2023 31:56


In this episode, we speak with Gil Baumgarten, President of Segment Wealth Management.  We spoke with Gil about how he took his practice to where it is today with over $1.3 billion in AUM as the sole Financial Advisor.  We spoke with Gil about succession planning, his move from the wire house to RIA, and where the future of the business is headed.  We also spoke about how important a business development associate is to the long-term growth of his practice.  Hope you enjoy it! Did this podcast get you to take action in some way? I'd love your thoughts and feedback on this podcast.  I'm always looking to connect with like-minded creative people that are motivated and want to be better!  You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

Average Joe Finances
155. Staying Strong During Market Volatility with Gil Baumgarten

Average Joe Finances

Play Episode Listen Later Jan 15, 2023 42:45 Transcription Available


Join Mike Cavaggioni with Gil Baumgarten on the 155th episode of the Average Joe Finances Podcast. Gil shares his thoughts on timely finance topics, volatile market trends and the psychology behind smart investments.In this episode, you'll learn:How to stay strong during market volatilityHaving a healthy risk appetite when investingHow to start investing wiselyHaving the discipline to become wealthyAnd so much more!About Gil Baumgarten:Gil Baumgarten is a disruptive wealth management pioneer. After battling UBS in defense of 100% ETF portfolios, a direct assault on the firm's fee-rich mutual fund business, he was on the original beta-test team of six advisors permitted to run discretionary ETF portfolios in 2002.  He has since been named one of the “Top-20 ETF Thought Leaders in the U.S.” by Barron's and The Wall Street Journal. Gil's fee-only fiduciary firm, Segment Wealth Management, is a top-15 firm in Houston as ranked by the Houston Business Journal. Gil is perennially named a top-50 advisor in Texas by Barron's, out of the state's 26,002 registrants. Gil is also the best-selling author of FOOLISH: How Investors Get Worked Up and Worked Over by the System. The book takes readers through the dark tunnels of the brokerage fee ecosystem and takes a deep dive on investors' self-harm tendencies driven by ego satisfaction.Find Gil on:Company Website: https://segmentwm.com/Gil's Musings: https://segmentwm.com/blog/Personal Website: https://gilbaumgarten.com/Facebook: www.facebook.com/SegmentWealthManagementLinkedIn: https://www.linkedin.com/in/gil-baumgarten/  Average Joe Finances®All of our social media links and more: https://averagejoefinances.com/linksAbout Mike: https://themikecav.comREWBCON: Join me at the Real Estate Wealth Builders Conference. Use promo code “Mike” to save on tickets. https://averagejoefinances.com/rewbconImportant Tools and Resources that I UseFinancial Resources: www.averagejoefinances.com/resourcesCRM Tool: www.averagejoefinances.com/crmPay Off Your Mortgage in 5-7 Years:www.theshredmethod.com/averagejoefinancesFind a REALTOR® in any state: www.averagejoefinances.com/realtorMake Real Estate Investing Easier with DealMachine:www.averagejoefinances.com/dealmachinePodcast Hosting: www.averagejoefinances.com/buzzsproutPodcast Editing Services: www.editpods.com*DISCLAIMER* www.averagejoefinances.com/disclaimerSee our full episode transcripts here: www.averagejoefinancespod.com/episodesSupport the show

Boosting Your Financial IQ
44: How to Not be Foolish With the Stock Market With Gil Baumgarten

Boosting Your Financial IQ

Play Episode Listen Later Dec 19, 2022 48:04


In the past year, the stock market has made headlines with its unexpected ebbs and flows, signaling to people who otherwise had their money elsewhere to try their hand at investing, while setting off alarms of panic in others. With the feeling of so much riding on each decision you make with your money, ‘weathering the storm' that is the stock market certainly tests the resilience of the investor and their funds. Natural responses of fight or flight, risk versus reward and confirmation biases all play a part in how far an investment can go, as well as just simply knowing the rules around fees and taxes on investments. This ‘behavioral finance' is what Gil Baumgarten explores in his new book, Foolish: How Investors Get Worked Up and Worked Over by the System.Beginning his career at the venerable EF Hutton in the early 1980s, Gil became a top portfolio manager for UBS and Citigroup Smith Barney, becoming one of only a handful of professional money managers with a 15-year all-ETF portfolio track record.  After decades of working with brokerage firms and feeling more like a number with dollar signs and less like a true advocate for his clients, he transitioned to working independently, starting his firm Segment Wealth Management in 2010 as a Fiduciary Financial Advisor.Helpful links:Join the Strategic Financial Mastery programJoin Our Free CommunityTrain your team with an on-site workshopDisclaimer:BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information.Support the show

The Friendly Bear
Gil Baumgarten - Former Wall Street Broker, Author & Founder of Segment Wealth Management

The Friendly Bear

Play Episode Listen Later Nov 24, 2022 28:50


Episode 265: Author of FOOLISH, founder of Segment Wealth Management Gil Baumgarten joins the podcast to talk about his book, behavioral finance and his recent views on the stock market as a whole. BookAuthor: Gil BaumgartenTitle: FOOLISH: How Investors Get Worked up and Worked Over by the SystemSocial MediaGil Baumgarten Barron's: Gil Baumgartenwww.gilbaumgarten.com

Money with Mission Podcast
Segment Wealth with Gil Baumgarten

Money with Mission Podcast

Play Episode Listen Later Aug 31, 2022 34:45


Gil Baumgarten is a 36-year veteran of the investment industry. In 2010, Gil left the brokerage world to start Segment Wealth Management, a fiduciary firm where the interests of the client and the firm could align. He is a multi-year recipient of the Top 1,200 Financial Advisors in America distinction by Barron's and was named one of the Top-20 Exchange Traded Funds Thought Leaders in America. Gil launched his first book this year, FOOLISH: How Investors Get Worked Up and Worked Over by the System, which hit #1 Best Seller status on Amazon. Connect with Gil: Segment Website: https://segmentwm.com/ Segment Facebook: @SegmentWealthManagement https://www.facebook.com/SegmentWealthManagement Gil Baumgarten LinkedIn: https://www.linkedin.com/in/gil-baumgarten/   Time Stamps: 3:05 - Difference between fiduciary and financial planner 5:20 - What is a 12b-1? 9:45 - The difference between “suitable” and “best for” when it comes to Advisors 13:50 - Obligations of  401(k) providers 18:15 - Standards of care 20:00 - Cost vs Investment 21:05 - Commercial Break 22:10 - Gil's book, FOOLISH: How Investors Get Worked Up and Worked Over by the System 25:00 - Quantifying returns 28:45 - How to win a free copy of FOOLISH 29:55 - How to contact Gil 31:20 - Gil's philanthropy

Money with Mission Podcast
Segment Wealth with Gil Baumgarten

Money with Mission Podcast

Play Episode Listen Later Aug 31, 2022 34:45


Gil Baumgarten is a 36-year veteran of the investment industry. In 2010, Gil left the brokerage world to start Segment Wealth Management, a fiduciary firm where the interests of the client and the firm could align. He is a multi-year recipient of the Top 1,200 Financial Advisors in America distinction by Barron's and was named one of the Top-20 Exchange Traded Funds Thought Leaders in America. Gil launched his first book this year, FOOLISH: How Investors Get Worked Up and Worked Over by the System, which hit #1 Best Seller status on Amazon. Connect with Gil: Segment Website: https://segmentwm.com/ Segment Facebook: @SegmentWealthManagement https://www.facebook.com/SegmentWealthManagement Gil Baumgarten LinkedIn: https://www.linkedin.com/in/gil-baumgarten/   Time Stamps: 3:05 - Difference between fiduciary and financial planner 5:20 - What is a 12b-1? 9:45 - The difference between “suitable” and “best for” when it comes to Advisors 13:50 - Obligations of  401(k) providers 18:15 - Standards of care 20:00 - Cost vs Investment 21:05 - Commercial Break 22:10 - Gil's book, FOOLISH: How Investors Get Worked Up and Worked Over by the System 25:00 - Quantifying returns 28:45 - How to win a free copy of FOOLISH 29:55 - How to contact Gil 31:20 - Gil's philanthropy

The Influencers Podcast
The Financial Questions You Should Be Asking During a Recession (99)

The Influencers Podcast

Play Episode Listen Later Aug 30, 2022 25:43


Have you been wondering if we are truly in a recession and how you should prepare? Gil Baumgarten, one of the nation's top financial advisors, Founder, and President of Segment Wealth Management, answers this question and others as he shares how to establish good habits when handling your assets. Hear his perspective on long-term investments both for return and stability, the number one financial mistake investors should avoid, and healthy habits to put into practice. Baumgarten reminds us that the Bible does not say that money itself is evil. Rather, the love of money is evil and some of the rich were only vilified because of their motives. Learn principles of good stewardship and how money can be used to heal, help and educate when properly managed. Disclosure: The Podcast discussion represents neither an attorney nor an accountant, and no portion of the podcast content should be interpreted as legal, accounting, or tax advice. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). These are general tips and not meant to be personalized financial advice to your unique situation. For Show Notes & Episode Details:  https://theinfluencerspodcast.org Get more inspirational content all week… FACEBOOK: https://www.facebook.com/theinfluencerspodcastofficial  INSTAGRAM: https://www.instagram.com/theinfluencerspodcastofficial/  TWITTER: https://twitter.com/hearinfluencers Learn more about Gil Baumgarten and get his new book, Foolish: How Investors Get Worked Up and Worked Over by the System, at www.segmentwm.com and www.gilbaumgarten.com.

Money Savage
Financial Prosperity with Gil Baumgarten

Money Savage

Play Episode Listen Later Jun 27, 2022 21:23


LifeBlood: We talked about finding financial prosperity, how interest rates impact the stock market, how to think about inflation, thoughts on students loans, and keys to success with Gil Baumgarten, President of Segment Wealth Management, author and industry thought leader.   Listen to learn why why resilience and grit are keys to long-term financial success! You can learn more about Gil at SegmentWM.com, Facebook, Twitter and LinkedIn. Thanks, as always for listening! If you got some value and enjoyed the show, please leave us a review here: ​​https://ratethispodcast.com/lifebloodpodcast You can learn more about us at LifeBlood.Live, Twitter, LinkedIn, Instagram, YouTube and Facebook or you'd like to be a guest on the show, contact us at contact@LifeBlood.Live.  Stay up to date by getting our monthly updates. Want to say “Thanks!” You can buy us a cup of coffee https://www.buymeacoffee.com/lifeblood

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THINK Business with Jon Dwoskin
Wealth Management with Gil Baumgarten

THINK Business with Jon Dwoskin

Play Episode Listen Later Jun 16, 2022 19:47


Gil Baumgarten, president of Segment Wealth Management, is a 36-year veteran of the investment industry. In 2010, Gil jumped off the Wall Street brokerage train to start Segment, a fiduciary firm where the interests of the client and the firm could align. He is a multi-year recipient of the Top 1,200 Financial Advisors in America distinction by Barron's and is a newly published author, with his first book launching in May titled, FOOLISH: How Investors Get Worked Up and Worked Over by the System. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!   Connect with Gil Baumgarten: Website: https://segmentwm.com/ LinkedIn: https://www.linkedin.com/in/gil-baumgarten/ Facebook: https://www.facebook.com/SegmentWealthManagement

The Evolving Advisor Podcast
Ep 058: Gil Baumgarten: Serving the Client Best by Breaking Out of the Big Firms

The Evolving Advisor Podcast

Play Episode Listen Later May 19, 2022 37:03


In this episode, Jeff and Gil discuss: Succession planning and partnering. Transitioning your business at the right time. Building your business and referring the work that doesn't fit your model. Running your own business versus working in a larger brokerage firm.   Key Takeaways: Doing what's right morally for the right reasons will often work out in the end. The evolution of technology has changed the game for the financial world. Leverage your staff in a way that allows you to show up and perform in the role that you feel is your greatest strength. Brokers who are comfortable in their cocoons at the wirehouses have no idea of how big the numbers are when it comes to going out on their own.   "I really never appreciated the relief that I would have, from meeting a prospect and caring less about how I was gonna get paid. It is such a relief to me to not have to figure out how I'm going to fit a square peg into a round hole, and I think the clients receive it better, because they understand that they are not the square peg in my round hole." —  Gil Baumgarten Connect with Gil Baumgarten: Website: https://gilbaumgarten.com/ Website: https://segmentwm.com/Book: https://gilbaumgarten.com/book/  Connect with Jeffrey Concepcion: Website: https://www.stratoswealthpartners.comContact: https://www.stratoswealthpartners.com/contactTwitter: https://twitter.com/Stratos_WealthFacebook: https://www.facebook.com/stratoswealthpartnersLinkedIn: https://www.linkedin.com/in/jeffconcepcion1/

Mo' Money Podcast
323 How Ego Gets in the Way of Smart Investing - Gil Baumgarten, Founder and CEO of Segment Wealth Management

Mo' Money Podcast

Play Episode Listen Later Apr 13, 2022 49:58


It seems like every other week there's a new investment craze and before you can wrap your head around it everyone on social media is already on to the next one. In this week's episode, I'm joined by a veteran of the investment industry to help navigate through all the investing noise. Gil Baumgarten is the Founder, President, and CEO of Segment Wealth Management and the author of FOOLISH: How Investors Get Worked Up and Worked Over by the System.  Gil Baumgarten has been a part of the investment industry for over 37 years and has been the multi-year recipient of the Top 1,200 Financial Advisors in America distinction by Barron's. He started his career on Wall Street in the 1980s but found it routinely emphasized its own interests over the clients. In 2010, Gil left the brokerage world to start Segment Wealth Management, a fiduciary firm where the interests of the client and the firm could align. He launched his first book, FOOLISH: How Investors Get Worked Up and Worked Over by the System last spring. In this episode Gil pulls back the curtain on Wall Street and why he ultimately decided to leave and do things on his own terms. Gil shares why a lack of understanding about short-term investing is what leads to major losses and ending up in high tax brackets. I also ask Gil what's the difference he's seen from working with high-net-worth individuals and what we can learn from their investment strategies. For full episode show notes visit: https://jessicamoorhouse.com/323

Financial Advisor's Workshop with Brian Kasal
#5 Guiding Your Clients To The Right Investment Strategy w/ Gil Baumgarten - President of Segment Wealth Management, Fiduciary Financial Advisor, Best Selling Author of FOOLISH

Financial Advisor's Workshop with Brian Kasal

Play Episode Listen Later Apr 11, 2022 34:00


Download the “How To Reach $100M+ In Managed Assets” for FREE by going to https://www.financialadvisorsworkshop.com/ Gil Baumgarten (http://segmentwm.com/) is a 37-year veteran of the investment industry and owner of Segment Wealth Management. He's a multi-award-winning financial advisor, author, and family man. Gil explains the investing trends that the rich follow, how to use risk to your advantage and what are some of the key ways to achieve more than a billion dollars under asset management for his firm. Linkedin: https://www.linkedin.com/in/gil-baumgarten/ Twitter: https://twitter.com/gilbaum Facebook: https://www.facebook.com/GilBaumgartenAuthor/ Book: https://gilbaumgarten.com/book/ Website: http://segmentwm.com/ Follow @FinancialAdvisorsWorkshop on TikTok, Instagram, and YouTube to see short videos of all the best and most valuable moments from this episode! To see short videos of all our best Financial Advisor Workshop tips follow us on: Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop TikTok: https://www.tiktok.com/@faworkshop YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop Twitter: https://twitter.com/FAsWorkshop iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408 Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE Website: https://www.financialadvisorsworkshop.com/ Interested in working at FourStar: https://fourstarwealth.com/Advisors

Mission Matters Podcast with Adam Torres
Author Gil Baumgarten Releases "FOOLISH: How Investors Get Worked Up and Worked Over by the System"

Mission Matters Podcast with Adam Torres

Play Episode Listen Later Mar 29, 2022 16:44


New book alert!  In this episode, Adam Torres and Gil Baumgarten, Founder and President of Segment Wealth Management, explore Gil's book "FOOLISH: How Investors Get Worked Up and Worked Over by the System."Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.Apply to be interviewed by Adam on our podcast:https://missionmatters.lpages.co/podcastguest/Visit our website:https://missionmatters.com/

Mission Matters Money
Author Gil Baumgarten Releases "FOOLISH: How Investors Get Worked Up and Worked Over by the System"

Mission Matters Money

Play Episode Listen Later Mar 29, 2022 16:44


New book alert!  In this episode, Adam Torres and Gil Baumgarten, Founder and President of Segment Wealth Management, explore Gil's book "FOOLISH: How Investors Get Worked Up and Worked Over by the System." Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.Apply to be interviewed by Adam on our podcast:https://missionmatters.lpages.co/podcastguest/Visit our website:https://missionmatters.com/

Financial Survival Network
Best Investment Opportunities for 2022 - Gil Baumgarten #5374

Financial Survival Network

Play Episode Listen Later Jan 7, 2022 21:17


Summary: I sit down with Gil Baumgarten to discuss where the market is heading in the coming year, and the ways that you can play it safely to mitigate risk and maximize returns. He contends that energy is probably going to continue to go higher into the new year, especially if demand spikes during the winter. Additionally, we're seeing a rise in interest rates, threats to traditional real estate, and other drastic changes. Tune in to get the full scope of the future market. Highlights: -Where is the market heading in the coming year and years ahead? How can you play it safely to mitigate risk and maximize returns? -Energy is probably going to continue to go higher -Oil has advantages in terms of transportability, but you can't transport Natgas as easily -During winter, if demand were to spike, energy could go up very dramatically -Rise in interest rates is putting a lot of pressure on tech stocks -There has been a shift back towards value that has happened over the last decade -There's a lot of smooth sailing with regard to this shift -Baumgarten in concerned about traditional real estate, and states that the effects of the pandemic will still be visible -Weakness of office space rents -If you see something you want on the market, it's smart to buy it sooner rather than later -ETFs are more tax efficient, and from an estate-planning standpoint, much more effective than mutual funds -ETFs are better vehicles all around and have a spectacular tax advantage Useful Links: Financial Survival Network Segment Wealth Management The Reality of Inflation is Setting in with Gil Baumgarten The Markets Are in Flux, Will They Crash? with Gil Baumgarten

Truelytics Valuations Podcast
Episode 72 - How Financial Advisors Can Grow Their Business To Over $1 Billion In AUM In 10 Years

Truelytics Valuations Podcast

Play Episode Listen Later Dec 17, 2021 61:26


Gil Baumgarten as a solo advisor grew his business from $200 million AUM to over $1.2 billion AUM in only 10 years. His firm, Segment Wealth Management has only 9 employees serving 210 households and operates as an "extraordinarily simple business."

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Income Hacker with Ryan G. Wright
Invest Smarter with Gil Baumgarten

Income Hacker with Ryan G. Wright

Play Episode Listen Later Dec 10, 2021 28:35


Opto Sessions: Stock market | Investing | Trading | Stocks & Shares | Finance | Business | Entrepreneurship | ETF
#92 - Gil Baumgarten - A Wall Street Cartel, Unrealised Gains & the Most Common Mistake Investors Make

Opto Sessions: Stock market | Investing | Trading | Stocks & Shares | Finance | Business | Entrepreneurship | ETF

Play Episode Listen Later Dec 2, 2021 43:07


Gil Baumgarten is President & CEO of Segment Wealth Management, a 36-year veteran of the securities and investment industry.After 25 years on Wall Street, Gil had grown tired of brokerages routinely putting their own interests above those of the client. Gil lifts the lid on the nefarious practice's endemic amongst these Wall Street institutions, before taking us through the diametrically opposed investment approach, employed at Segment.Gil identifies the most common mistakes made by individual investors, before explaining the power of unrealized gains. And to finish, Gil describes Segment's ETF investment strategy, demonstrating how their Core and Satellite positions complement each other, to form a robust, diversified portfolio. Enjoy!Visit Segment's website for more information: https://segmentwm.com And to check out Gil's book here's a link to 'FOOLISH: How Investors Get Worked Up and Worked Over by the System': https://www.amazon.com/FOOLISH-Investors-Worked-Over-System/dp/1544519990 Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein. For any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

Financial Survival Network
The Reality of Inflation is Setting In - Gil Baumgarten #5341

Financial Survival Network

Play Episode Listen Later Dec 1, 2021 24:02


Summary: Volume was up dramatically on Black Friday, which is incredibly interesting—I sit down and chat with Gil Baumgarten to discuss this as well as inflation, and trends in the stock market. In terms of buying stocks, Baumgarten's company tends to look for lower yielding ones and has great technique for finding them. Tune in for more. Highlights: -We had a real Black Friday last Friday—volume was up dramatically -All of the buys and sells are algorithmically generated -The reality of inflation is starting to set in and people are becoming concerned -It is always better to average up -Baumgarten's company would prefer to buy low yielding stocks -Apple is not keeping up with inflation—it is yielding 2.2% -Tesla is 5-10 years ahead of everyone else in terms of technology; it's a computer on wheels -Sometimes the price of the stock makes it not an investment but a gambler's speculation -Buying the VIX is a good idea, but don't hang on to it for a long time Useful Links: Financial Survival Network Segment Wealth Management The Markets Are in Flux, Will They Crash? with Gil Baumgarten Markets Down; Big Surprise with Gil Baumgarten

The Business Credit and Financing Show
How Investors Get Worked Up and Worked Over by the System

The Business Credit and Financing Show

Play Episode Listen Later Oct 5, 2021 32:28


Gil Baumgarten, one of the nation's top financial advisors, is the Founder and President of Segment Wealth Management, an RIA financial advisory firm. Since its inception in 2010, Segment Wealth Management has grown to a top-ten firm in Houston, as recognized by the Houston Business Journal, with over a billion dollars in client assets under advisement. Gil is also a nine-time recipient of the Top 1,200 Financial Advisors distinction and has been ranked among the thirty-five best advisors in Texas by Barron's.   Distinctions aside, Gil's affinity for precision and detail reveals itself in his daily life as well.   During the show we discuss: ● The good, the bad, and the ugly in Wall Street investment ●  “The house always wins.” ● What the brokerage ecosystem look like ● The differences between brokerage and advisory systems ● The most important new SEC regulations for us ● Brokerage tactics that make your portfolio inefficient and put you at a disadvantage? ● Common self-destructive tendencies that make every investor vulnerable to brokerage firm schemes ● How to walk away from the FOOLI$H routes investors so often take ● Tips for better investment results ● The best practices in investing ● Finding your investing style ● Successful investors have in common ● What the “two-portfolio theory” is   Show resources: https://segmentwm.com/ https://www.amazon.com/FOOLISH-Investors-Worked-Over-System/dp/1544519990 https://www.linkedin.com/in/gil-baumgarten/ https://www.amazon.com/FOOLISH-Investors-Worked-Over-System-ebook/dp/B092YLSYTK/ref=sr_1_3?dchild=1&keywords=foolish&qid=1631213000&sr=8-3 https://gilbaumgarten.com/

Financial Survival Network
The Markets Are in Flux, Will They Crash? - Gil Baumgarten #5280

Financial Survival Network

Play Episode Listen Later Sep 30, 2021 19:44


Summary: Markets continue to fluctuate up and down, and in this episode I discuss these fluctuations with Gil Baumgarten. Baumgarten reassures us in saying that It is not good for money to only head in one direction—it's vital for markets to take one step back so that true base value can be found and the market stays in sync. Highlights: -Markets are in flux—they tend to fluctuate up and down -Are we having the much awaited correction? Will it become a crash? -It's not good for money to only head in one direction—it needs to shake from time to time so that true base value can be found. It's like trimming the hedges in your yard; they come back healthier -Every boom ends with a bust, but the marketplace typically takes four steps forward and one step back. The one step back keeps the market in sync -There are a lot of negative trends occurring -Biden inherited a booming market with full employment due to full taxation -Should investors get rid of all their tech and move to energy? -High energy prices are inevitable -A lot of people are thinking that we are at the end of fossil fuel transportation -Electric consumes fossil fuels too—just out of sight -Perhaps we have an electric future, but it will not happen overnight -Policies are hostile to US energy and consumption—which puts people at a disadvantage -Deck-clearing events produce the opposite outcome in their wake Useful Links: Segment Wealth Management Gil Baumgarten

The Influencers Podcast
Gil Baumgarten, Nationally Recognized Financial Advisor, Gives an Insider Perspective on Investing, Biblical Capitalism, and Stewarding Generosity (50)

The Influencers Podcast

Play Episode Listen Later Sep 21, 2021 32:50


When it comes to money, do you have a scarcity or abundance mindset? Gil Baumgarten, one of the nation's top financial advisors, Founder, and President of Segment Wealth Management, joins the podcast to share an insider's perspective on the brokerage world. He reveals that the current systems can leave investors confused and offers tips for better investing and stewardship. Discover why debt is an often misused tool, that capitalism is a biblical concept, and that an abundance mindset goes hand-in-hand with one of stewardship and our ability and willingness to give freely of our resources. If you desire to live a more generous life, build and have more influence for the kingdom of God, listen and get started today.  Disclosure: The Podcast discussion represents neither an attorney nor an accountant, and no portion of the podcast content should be interpreted as legal, accounting, or tax advice. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). These are general tips and not meant to be personalized financial advice to your unique situation. Learn more about Gil Baumgarten and get his new book, Foolish: How Investors Get Worked Up and Worked Over by the System, at www.segmentwm.com and www.gilbaumgarten.com Get more inspirational content all week… FACEBOOK: https://www.facebook.com/theinfluencerspodcastofficial  INSTAGRAM: https://www.instagram.com/theinfluencerspodcastofficial/  TWITTER: https://twitter.com/hearinfluencers

My Worst Investment Ever Podcast
Gil Baumgarten – Concentrate to Get Wealth but Diversify to Keep It

My Worst Investment Ever Podcast

Play Episode Listen Later Sep 14, 2021 32:31


BIO: Gil Baumgarten is a 36-year veteran of the investment industry. In 2010, Gil made a break from the brokerage world to start Segment, a fully fiduciary firm where the interests of the client and the firm could align. STORY: Gil invested heavily in UBS shares, and when the 2008 financial crisis hit, the stock lost its value and knocked about 80% of the market value of his stocks. LEARNING: Concentration is the key to getting wealthy. Diversification is the key to keeping your wealth. Don't be too diversified or overly concentrated.   “Wealth is the sum total of all the money you've never spent.”Gil Baumgarten  Guest profilehttps://www.linkedin.com/in/gil-baumgarten/ (Gil Baumgarten) is a 36-year veteran of the investment industry. In 2010, Gil made a break from the brokerage world to start https://segmentwm.com/ (Segment), a fully fiduciary firm where the interests of the client and the firm could align. He has since attracted a billion dollars in supervised assets. He is a multi-year recipient of Barron's Top 1,200 Financial Advisors in America distinction, wherein Gil was ranked in the Top 50 Financial Advisors in Texas. Worst investment everGil decided to accumulate some stock options and use that to retire in his 60s. His plan was to have a couple of million dollars worth of stock and stock options. Gil invested heavily in the UBS stock and was feeling confident about it. Come around 2008/09, not only did the stock market fall apart, but his UBS shares dropped and knocked about 80% of the market value of his stock. He lost well into six figures in a relatively short time. The vast majority of his loss was occurring in his UBS shares. Lessons learnedDon't get carried away. Be mindful of the risks that you cannot control. Concentration is the key to getting wealthy. Diversification is the key to keeping your wealth. Stop speculating, instead buy an index fund and let it sit if you're interested in compounding wealth. Andrew's takeawaysPeople get wealthy by first concentrating their energy on improving themselves through education and/or working with smart people. Second, they find the right way places to allocate their money. Don't have too much diversification. You want to get exposure, particularly to the stock market, because you need that compounding. But you also don't want to be overly concentrated. Figure out where you're going to create the most wealth. Actionable adviceReduce speculative investments. Anything that you're buying with the anticipation that you're going to sell to someone else at a later date for more money is speculation, as opposed to buying shares in Coca-Cola or American Express, or any other well-established business. No. 1 goal for the next 12 monthsGil's number one goal for the next 12 months is to turn readers of his new book https://amzn.to/3E30jCu (FOOLISH: How Investors Get Worked Up and Worked Over by the System) into clients.   [spp-transcript]   Connect with Gil Baumgartenhttps://www.linkedin.com/in/gil-baumgarten/ (LinkedIn) https://www.facebook.com/SegmentWealthManagement (Facebook) https://segmentwm.com/blog/ (Website) https://amzn.to/3E30jCu (Book) Andrew's bookshttps://amzn.to/3qrfHjX (How to Start Building Your Wealth Investing in the Stock Market) https://amzn.to/2PDApAo (My Worst Investment Ever) https://amzn.to/3v6ip1Y (9 Valuation Mistakes and How to Avoid Them) https://amzn.to/3emBO8M (Transform Your Business with Dr.Deming's 14 Points) Andrew's online programshttps://valuationmasterclass.com/ (Valuation Master Class) https://academy.astotz.com/courses/how-to-start-building-your-wealth-investing-in-the-stock-market (How to Start Building Your Wealth Investing in the Stock Market) https://academy.astotz.com/courses/finance-made-ridiculously-simple (Finance Made Ridiculously Simple) https://academy.astotz.com/courses/gp (Become a Great Presenter and Increase Your Influence)...

Money Savage
Financial Advocating with Gil Baumgarten

Money Savage

Play Episode Listen Later Sep 6, 2021 20:31


LifeBlood: We talked about the differences between financial professionals, how technology and innovation is changing financial advice, and how to think about and evaluate investment opportunities with Gil Baumgarten, President of Segment Wealth Management and author.  Listen to learn what you should be expecting out of a financial professional! For the Difference Making Tip, scan ahead to 18:38! You can learn more about Gil at SegmentWM.com, Facebook, Twitter and LinkedIn. You can learn more about the show at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, Pinterest, YouTube and Facebook or contact George at Contact@GeorgeGrombacher.com.

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Richer Soul, Life Beyond Money
Ep 246 Foolish, How Investors get Worked Up and Worked Over by the System with Gil Baumgarten

Richer Soul, Life Beyond Money

Play Episode Listen Later Aug 24, 2021 73:14


Foolish, How Investors get Worked Up and Worked Over by the System. Gil Baumgarten shares the behind-the-scenes of investing and all the ways you may be losing money. As an insider, he opens the curtain and shows up how we stop being foolish with our investments. Take away: Don't borrow money for a depreciating asset   Action step: A good dose of introspection is good for every investor   Money Learnings: Gil grew up in a situation where his family had some financial difficulties. Learned a lot about money from his wealthy friend's father who is a prominent orthopedic surgeon.   Bio: Gil Baumgarten, one of the nation's top financial advisors, is the Founder and President of Segment Wealth Management, an RIA financial advisory firm. Since its inception in 2010, Segment Wealth Management has grown to a top-ten firm in Houston, as recognized by the Houston Business Journal, with over a billion dollars in client assets under advisement. Gil is also a nine-time recipient of the Top 1,200 Financial Advisors distinction and has been ranked among the thirty-five best advisors in Texas by Barron's.    Distinctions aside, Gil's affinity for precision and detail reveals itself in his daily life as well. He is an avid outdoorsman, award-winning woodworker, and attentive family man, friend, and colleague.   Highlights from this episode: Link to episode page   The lessons Gil learned from the book ‘Rich Dad, Poor Dad' Things Gil did to teach his kids about money Some of the things that going on behind the scenes that people are not aware of that are essentially robbing them of their wealth The irrationality of humans with investing Gil talks about the current market conditions Thoughts on Index funds https://segmentwm.com/ https://gilbaumgarten.com   Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It's about personal freedom!   Thanks for listening!   Show Sponsor: http://profitcomesfirst.com/   Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes   If you like the show please leave a review on iTunes: http://bit.do/richersoul https://www.facebook.com/richersoul http://richersoul.com/ rocky@richersoul.com   Some music provided by Junan from Junan Podcast   Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.  

Customer Strategy Podcast
Episode 25: Gil Baumgarten - CEO of Segment Wealth Management

Customer Strategy Podcast

Play Episode Listen Later Aug 16, 2021 34:22


In this episode of the Customer Strategy Podcast, I'm talking with Gil Baumgarten, founder, and CEO of Segment Wealth Management.Gil built a billion-dollar advisory firm in less than 10 years on the back of incredible customer engagement strategies.Gil and I get into the specific strategies that have enabled his success. Here are some of the strategies we discuss:- Advocacy - What it means to do everything for your client even if it's not in your best interest...- How to do personalization at scale...- How to use an old-school technique to break through and make a connection with a client...- And much, much, more...To learn more about Gil and Segment, visit SegmentWM.com and GilBaumgarten.com. To learn how to build a comprehensive Customer Strategy for your business, grab a copy of my FREE download called the 5 Things Your Customer Strategy Must Have.

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Financial Survival Network
Markets Down - Surprise - Gil Baumgarten #5206

Financial Survival Network

Play Episode Listen Later Jul 20, 2021 20:30


Dow Down 765, we've been due for a correction since March 2020. Shortest time in history where the market doubled.  Technology has brought about a huge evolution. Spreads have diminished. Everything is digitized. High frequency traders have changed the game. It's made commissions free and has saved investors money. It's an unsolvable puzzle. If the SEC reverses this policy is could have negative effects. Buy blue chips to hold for the long-run. Gil is a big proponent of ETF's. Avoiding commingled accounting and annual gains involved with traditional mutual funds is a major benefit. That combined with estate planning benefits can make a huge difference in estate taxes. 

Financial Survival Network
Markets Down - Surprise - Gil Baumgarten #5206

Financial Survival Network

Play Episode Listen Later Jul 20, 2021 20:30


Dow Down 765, we've been due for a correction since March 2020. Shortest time in history where the market doubled.  Technology has brought about a huge evolution. Spreads have diminished. Everything is digitized. High frequency traders have changed the game. It's made commissions free and has saved investors money. It's an unsolvable puzzle. If the SEC reverses this policy is could have negative effects. Buy blue chips to hold for the long-run. Gil is a big proponent of ETF's. Avoiding commingled accounting and annual gains involved with traditional mutual funds is a major benefit. That combined with estate planning benefits can make a huge difference in estate taxes. 

Stocks for Beginners
Gil Baumgarten - Don't be FOOLI$H

Stocks for Beginners

Play Episode Listen Later Jul 19, 2021 27:29


Gil Baumgarten is the Founder and President of Segment Wealth Management, a top-10 firm in Houston. He is a nine-time recipient of the Top 1,200 Financial Advisors distinction and has been ranked among the 35 best advisors in Texas. We spoke about Wall St – the good, the bad and the ugly and how to protect yourself from making costly mistakes.“People tend to do what fish do just before they get caught: they are chasing flashy things. And investors tend to chase flashy things and they get caught up in the same problems." Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself.Stocks for Beginners is for information and educational purposes only. It isn't financial advice, and you shouldn't buy or sell any investments based on what you've heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn't replace professional advice regarding your personal financial needs, circumstances or current situation. See acast.com/privacy for privacy and opt-out information.

Strategic Financial Leadership
The Habits of Behavioral Finance With Gil Baumgarten

Strategic Financial Leadership

Play Episode Listen Later Jul 13, 2021 49:31


In the past year, the stock market has made headlines with its unexpected ebbs and flows, signaling to people who otherwise had their money elsewhere to try their hand at investing, while setting off alarms of panic in others. With the feeling of so much riding on each decision you make with your money, ‘weathering the storm' that is the stock market certainly tests the resilience of the investor and their funds. Natural responses of fight or flight, risk versus reward and confirmation biases all play a part in how far an investment can go, as well as just simply knowing the rules around fees and taxes on investments. This ‘behavioral finance' is what Gil Baumgarten explores in his new book, Foolish: How Investors Get Worked Up and Worked Over by the System.Beginning his career at the venerable EF Hutton in the early 1980s, Gil became a top portfolio manager for UBS and Citigroup Smith Barney, becoming one of only a handful of professional money managers with a 15-year all-ETF portfolio track record.  After decades of working with brokerage firms and feeling more like a number with dollar signs and less like a true advocate for his clients, he transitioned to working independently, starting his firm Segment Wealth Management in 2010 as a Fiduciary Financial Advisor. Learn more about Peer Groups: https://www.strategicfinancialleadership.com/pricingGil's book: https://gilbaumgarten.com/book/

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The Richer Geek
Fiduciary Services & Investing Advice

The Richer Geek

Play Episode Listen Later Jun 16, 2021 31:24


Today we welcome Gil Baumgarten, president of Segment wealth Management, Gil is a 36 year veteran of the investment industry. In 2010, he jumped off the Wall Street brokerage train to start Segment, a fiduciary firm where the interests of the client and the firm could align. He is a multi-year recipient of the Top 1,200 Financial Advisors in America distinction by Barron's and as a newly published author with his first book launching in May titled “Foolish”: How investors get worked up and worked over by the system. We'll talk about the game stop short squeeze and, and ugly truth: Wall Street still has a hidden agenda. After 20 years of working in big brokerage firms, Gil escaped the shadows of Wall Street to start his own RIA fiduciary firm so he could advocate for his client's best interests without a firm's agenda breathing down his neck. Find complete show notes and more information at therichergeek.com/podcast

Financial Survival Network
The Real Threat of Inflation - Gil Baumgarten #5165

Financial Survival Network

Play Episode Listen Later May 27, 2021 20:06


The Fed is telling you that the current bout of inflation is just a temporary phenomena. But is it? Noted financial advisor Gil Baumgarten thinks otherwise, it could very well be here to stay. We discuss what will happen to bonds, stocks and real estate in this new economic environment. And don't forget about gold and silver either.

Financial Survival Network
The Real Threat of Inflation - Gil Baumgarten #5165

Financial Survival Network

Play Episode Listen Later May 27, 2021 20:06


The Fed is telling you that the current bout of inflation is just a temporary phenomena. But is it? Noted financial advisor Gil Baumgarten thinks otherwise, it could very well be here to stay. We discuss what will happen to bonds, stocks and real estate in this new economic environment. And don't forget about gold and silver either.

Author Hour with Rae Williams
Foolish: Gil Baumgarten

Author Hour with Rae Williams

Play Episode Listen Later May 5, 2021 26:50


After 25 years on Wall Street and another 10 years as a fee-only fiduciary RIA, Gil Baumgarten knows all the brokerage tactics that make your portfolio inefficient and put you at a disadvantage. ... The post Foolish: Gil Baumgarten appeared first on Author Hour.

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Financial Survival Network
Gil Baumgarten #5131

Financial Survival Network

Play Episode Listen Later Apr 22, 2021 30:13


Gil Baumgarten is one of the nation’s top financial advisors, is the Founder and President of Segment Wealth Management, an RIA financial advisory firm. Since its inception in 2010, Segment Wealth Management has grown to a top-ten firm in Houston, as recognized by the Houston Business Journal, with over a billion dollars in client assets under advisement. Gil is also a nine-time recipient of the Top 1,200 Financial Advisors distinction and has been ranked among the thirty-five best advisors in Texas by Barron’s. Distinctions aside, Gil’s affinity for precision and detail reveals itself in his daily life as well. He is an avid outdoorsman, award-winning woodworker, and attentive family man, friend, and colleague. Gil shares his market insights and wisdom acquired over the course of an extremely successful career in the financial sector. 

Financial Survival Network
Gil Baumgarten #5131

Financial Survival Network

Play Episode Listen Later Apr 22, 2021 30:13


Gil Baumgarten is one of the nation’s top financial advisors, is the Founder and President of Segment Wealth Management, an RIA financial advisory firm. Since its inception in 2010, Segment Wealth Management has grown to a top-ten firm in Houston, as recognized by the Houston Business Journal, with over a billion dollars in client assets under advisement. Gil is also a nine-time recipient of the Top 1,200 Financial Advisors distinction and has been ranked among the thirty-five best advisors in Texas by Barron’s. Distinctions aside, Gil’s affinity for precision and detail reveals itself in his daily life as well. He is an avid outdoorsman, award-winning woodworker, and attentive family man, friend, and colleague. Gil shares his market insights and wisdom acquired over the course of an extremely successful career in the financial sector. 

Stories From Women Who Walk
60 Seconds for Wednesdays on Whidbey: Tips for Reviving Hand-Written Notes for Authentic Connection.

Stories From Women Who Walk

Play Episode Listen Later Apr 21, 2021 1:46


Hello, Gaithersburg, Maryland!Coming to you from Whidbey Island, Washington this is 60 Seconds, your daily dose of hope, imagination, wisdom, stories, practical tips, and general riffing on this and that.A month ago cancer visited the Island and took away one of my cats. The condolences I treasure most are those that arrived in hand-written sympathy notes.  You might be seeing this yourself: fewer e-mails and more hand-written notes. Studies show that the COVID era shifted how we communicate with each other. Strikingly, we’ve taken to hand-written notes for personal and business correspondence.An e-mail or text is okay so far as they go; but increasingly we’ve learned that nothing counts quite like a hand-written note for making a personal and memorable impression.  Segment Wealth Management president Gil Baumgarten shares tips for mastering the hand-written note - click here to learn moreThis is the place to thrive together. Come for the stories - stay for the magic.  Speaking of magic, I hope you’ll subscribe, follow, share a nice shout out on your social media or podcast channel of choice, and join us next time! You’re invited to stop by the website and subscribe to stay current with Diane, her journeys, her guests, as well as creativity, imagination, walking, stories, camaraderie, and so much more: Quarter Moon Story ArtsProduction Team: Quarter Moon Story ArtsMusic: Mer’s Waltz from Crossing the Waters by Steve Schuch & Night Heron MusicAll content and image © 2019 - Present: for credit & attribution Quarter Moon Story Arts

The Sales Podcast
How To Build Wealth With Professional Money Manager Gil Baumgarten

The Sales Podcast

Play Episode Listen Later Jan 1, 1970 47:14


Find your best CRM for sales for free here.Get all of the notes and links for every episode of The Sales Podcast.Overcome your toughest sales objections with these sales training flashcards.Get a signed copy of Wes's book here.Grow your sales with this on-demand video series, Make Every Sale.Know your sales numbers with this free Sales Calculator.Connect with Wes:TwitterLinkedInInstagramFacebookSupport this podcast at — https://redcircle.com/the-sales-podcast/exclusive-contentAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy