Podcasts about investment advisors

Death by Boomer with Jeff Styles - every Wednesday! Memorial Day Week! Let's face it - the boomers are the 2nd greatest generation to ever walk planet earth! From our music to our toys (we survived lawn darts) - we made the world better! Yes, better even for you gen x'ers - gen y's and millennials - we're just better!! AND....worse - we also used up all the resources - became a little spoiled and maybe we have clung to power a little too long. Misunderstood - that is what we are! These short episodes will hopefully bridge the gap with the x'ers, y'ers (if that's even a word) and millennials - Death by Boomer with Jeff Styles on DTB - powered by Guardian Investment Advisors! Thanks to our sponsor: Guardian Investment Advisors: https://giaplantoday.com/ Please consider leaving us a review on Apple and giving us a share to your friends! This podcast is powered by ZenCast.fm

You don't need to work longer; you just need a better plan. Schedule a peace of mind visit for your retirement planning with this link: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call"The most important decision you make ..."Chapters 0:00 - IntroductionConnect with CD Financial for More Insights:Twitter: /CDFinancial_LLCInstagram: /CDfinancial.llcFacebook: /CDFinancialLLCLinkedIn: /cd-financial-llc Visit our Website: https://cdfinancial.org/Subscribe and Stay Updated: Don't miss out on crucial advice for your financial journey. Subscribe now for weekly insights and strategies to secure your retirement.Get More from CD Financial: Looking for personalized advice? Schedule a consultation with Charles to tailor a plan that suits your unique financial situation: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call#RetirementPlanning #OpenSeason2024 #FEHB #FederalEmployees #HealthInsurance #Podcast #FinancialWellness #CDFinancial #HealthMeetsWealth #InsuranceComparisonAdvisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.Support the show

You don't need to work longer; you just need a better plan. Schedule a peace of mind visit for your retirement planning with this link: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call"The waiting is the hardest part. But knowing your rights and understanding the DRP process can help you move forward with confidence."Chapters0:00 – Introduction0:30 – What Happened to the DRP? Did You Request It?2:15 – Agency Responses & The Brisket Analogy3:13 – No Response? Here's What to Do6:45 – Highly Qualified Experts & Mission Critical Employees8:59 - Agency-Specific Insights on DRP12:13 - Changes in Response Times and Rights15:08 - Navigating the DRP Process18:00 - Audience Engagement and FeedbackConnect with CD Financial for More Insights:Twitter: /CDFinancial_LLCInstagram: /CDfinancial.llcFacebook: /CDFinancialLLCLinkedIn: /cd-financial-llc Visit our Website: https://cdfinancial.org/Subscribe and Stay Updated: Don't miss out on crucial advice for your financial journey. Subscribe now for weekly insights and strategies to secure your retirement.Get More from CD Financial: Looking for personalized advice? Schedule a consultation with Charles to tailor a plan that suits your unique financial situation: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call#RetirementPlanning #OpenSeason2024 #FEHB #FederalEmployees #HealthInsurance #Podcast #FinancialWellness #CDFinancial #HealthMeetsWealth #InsuranceComparisonAdvisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.Support the show

Death by Boomer with Jeff Styles - every Wednesday! Southern Drawl is on the OUT??? Let's face it - the boomers are the 2nd greatest generation to ever walk planet earth! From our music to our toys (we survived lawn darts) - we made the world better! Yes, better even for you gen x'ers - gen y's and millennials - we're just better!! AND....worse - we also used up all the resources - became a little spoiled and maybe we have clung to power a little too long. Misunderstood - that is what we are! These short episodes will hopefully bridge the gap with the x'ers, y'ers (if that's even a word) and millennials - Death by Boomer with Jeff Styles on DTB - powered by Guardian Investment Advisors! Thanks to our sponsor: Guardian Investment Advisors: https://giaplantoday.com/ PART OF THE NOOGA PODCAST NETWORK: www.noogapodcasts.com Please consider leaving us a review on Apple and giving us a share to your friends! This podcast is powered by ZenCast.fm

Tanner Moore with Guardain Investment Advisors joined me in studio to talk about Medicare! HOWEVER, we covered a lot of ground - teaching, softball, retirement planning, baseball, coaching, and more - oh...and yes - Medicare! === THANK YOU TO OUR SPONSORS: Vascular Institute of Chattanooga: https://www.vascularinstituteofchattanooga.com/ The Barn Nursery: https://www.barnnursery.com/ Optimize U Chattanooga: https://optimizeunow.com/chattanooga/ Guardian Investment Advisors: https://giaplantoday.com/ Alchemy Medspa and Wellness Center: http://www.alchemychattanooga.com/ Our House Studio: https://ourhousestudiosinc.com/ ALL THINGS JEFF STYLES: www.thejeffstyles.com PART OF THE NOOGA PODCAST NETWORK: www.noogapodcasts.com Please consider leaving us a review on Apple and giving us a share to your friends! This podcast is powered by ZenCast.fm

Episode 140 (Part 2 of 2) In this part 2 episode, Rosanna speaks with the one and only David Hunter, macro strategist with over 50 years of successful experience forecasting the financial markets. David shares with us his expectations for 2025 and beyond which include a melt-up and global bust plus he discusses the 2030s and how you and your family and friends can successfully prepare and capitalize on the opportunities! Seize investing opportunities! We go into detail on investing in the coming economic bust! An episode not to be missed if you want to success and thrive in the changing markets! ➡️Follow David Hunter on X: https://x.com/DaveHcontrarian ----------------------------------------------------------------------------------------------------------- For Investment Inquiries and/or to speak to an Investment Advisor at HYDRA WEALTH ADVISORS, please visit: https://www.hydrawealthadvisors.com ✨SUBSCRIBE to The RO Show YT Channel✨ https://youtube.com/@theroshowpodcast https://rumble.com/c/c-5300605 ➡️CONNECT with ROSANNA PRESTIA⬅️ ✨ONE SITE ♾️ https://sociatap.com/RosannaPrestia/ ✨X ♾️ https://twitter.com/RosannaInvests ✨X ♾️ https://twitter.com/TheROShowPod ✨WEBSITES ♾️ https://www.rosannaprestia.com/ https://www.hydracapitalgroup.co https://www.hydrawealthadvisors.com THINK Different with Rosanna ©️ 2022-2025 DISCLAIMER: ANY AND ALL INFORMATION (EXPRESSED OR IMPLIED) ON THE RO SHOW, BY ROSANNA PRESTIA AND/OR HER GUESTS IS FOR EDUCATIONAL, INFORMATIONAL AND ENTERTAINMENT PURPOSES ONLY. None of the opinions, suggestions or recommendations expressed or implied should be relied upon as professional advice, may not be suitable for any specific person and are not an endorsement/recommendation. Investing is risky and can result in a complete loss. Please consult with your own investment, real estate, legal, tax and/or any other professional advisers. From time to time, Rosanna Prestia and/or her guests may hold positions/interests in securities or investments. Copyright 2004-2025, ROSANNA PRESTIA ALL RIGHTS RESERVED

Weekend Windup with Jeff Styles! Every Friday Jeff will cover a few headlines you may have missed - let you know what he thinks - AND maybe even what you should think! Plus we will cover a few things to look forward to over the weekend. Politics - Culture - Sports - you never know what El Jefe will bring to the table! Powered by www.medicaremisty.com (A PODCAST PROVIDED AND OWNED BY DURING THE BREAK PODCASTS) Thanks to our sponsors: Guardian Investment Advisors: https://giaplantoday.com/ Vascular Institute of Chattanooga: https://www.vascularinstituteofchattanooga.com/ Alchemy Medspa and Wellness Center: http://www.alchemychattanooga.com/ Please consider leaving us a review on Apple and giving us a share to your friends! This podcast is powered by ZenCast.fm

Episode 139 (Part 1 of 2) In this episode, Rosanna speaks with the one and only David Hunter, macro strategist with over 50 years of successful experience forecasting the financial markets. David shares with us his expectations for 2025 and beyond which include a melt-up and global bust plus he discusses the 2030s and how you and your family and friends can successfully prepare and capitalize on the opportunities! An episode not to be missed if you want to success and thrive in the changing markets! Stay tuned for Part 2! ➡️Follow David Hunter on X: https://x.com/DaveHcontrarian ----------------------------------------------------------------------------------------------------------- For Investment Inquiries and/or to speak to an Investment Advisor at HYDRA WEALTH ADVISORS, please visit: https://www.hydrawealthadvisors.com ✨SUBSCRIBE to The RO Show YT Channel✨ https://youtube.com/@theroshowpodcast https://rumble.com/c/c-5300605 ➡️CONNECT with ROSANNA PRESTIA⬅️ ✨ONE SITE ♾️ https://sociatap.com/RosannaPrestia/ ✨X ♾️ https://twitter.com/RosannaInvests ✨X ♾️ https://twitter.com/TheROShowPod ✨WEBSITES ♾️ https://www.rosannaprestia.com/ https://www.hydracapitalgroup.co https://www.hydrawealthadvisors.com THINK Different with Rosanna ©️ 2022-2025 DISCLAIMER: ANY AND ALL INFORMATION (EXPRESSED OR IMPLIED) ON THE RO SHOW, BY ROSANNA PRESTIA AND/OR HER GUESTS IS FOR EDUCATIONAL, INFORMATIONAL AND ENTERTAINMENT PURPOSES ONLY. None of the opinions, suggestions or recommendations expressed or implied should be relied upon as professional advice, may not be suitable for any specific person and are not an endorsement/recommendation. Investing is risky and can result in a complete loss. Please consult with your own investment, real estate, legal, tax and/or any other professional advisers. From time to time, Rosanna Prestia and/or her guests may hold positions/interests in securities or investments. Copyright 2004-2025, ROSANNA PRESTIA ALL RIGHTS RESERVED

You don't need to work longer; you just need a better plan. Schedule a peace of mind visit for your retirement planning with this link: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call"If you take care of yourself now, you're going to be so much happier later. You only get one body—treat it like it matters."Chapters 0:00 - Introduction, Friends & Therapy0:20 - The First Step to Winning Any BattleConnect with CD Financial for More Insights:Twitter: /CDFinancial_LLCInstagram: /CDfinancial.llcFacebook: /CDFinancialLLCLinkedIn: /cd-financial-llc Visit our Website: https://cdfinancial.org/Subscribe and Stay Updated: Don't miss out on crucial advice for your financial journey. Subscribe now for weekly insights and strategies to secure your retirement.Get More from CD Financial: Looking for personalized advice? Schedule a consultation with Charles to tailor a plan that suits your unique financial situation: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call#RetirementPlanning #FEHB #FederalEmployees #HealthInsurance #Podcast #FinancialWellness #CDFinancial #HealthMeetsWealth #mentalhealthawareness Advisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.Support the show

Death by Boomer with Jeff Styles - every Wednesday! Sex Ed Let's face it - the boomers are the 2nd greatest generation to ever walk planet earth! From our music to our toys (we survived lawn darts) - we made the world better! Yes, better even for you gen x'ers - gen y's and millennials - we're just better!! AND....worse - we also used up all the resources - became a little spoiled and maybe we have clung to power a little too long. Misunderstood - that is what we are! These short episodes will hopefully bridge the gap with the x'ers, y'ers (if that's even a word) and millennials - Death by Boomer with Jeff Styles on DTB - powered by Guardian Investment Advisors! Thanks to our sponsor: Guardian Investment Advisors: https://giaplantoday.com/ Please consider leaving us a review on Apple and giving us a share to your friends! This podcast is powered by ZenCast.fm

You don't need to work longer; you just need a better plan. Schedule a peace of mind visit for your retirement planning with this link: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call“Financial security means knowing your rights, not just your numbers—especially when your future is on the line.”

Our PGA Tour and LIV Golf Correspondent Adam ‘A Walk' Walker runs down all the odds for the PGA Championship at Quail Hollow in Charlotte, NC. We breakdown all the favourites, long shots, Canadians in the field, and everything else PGA Championship. 18 Over Par with Mike & JR is proudly presented by St. Charles member Bryce Matlashewski who is an Investment Advisor with Endeavour Wealth Management, part of IA Private Wealth, and a member of the Canadian Investor Protection Fund. You can contact Bryce at 204-515-3446 or connect with him here https://eighteenoverpar.podbean.com/  Follow us on Instagram, Twitter, and MySpace https://linktr.ee/18overpar 

WELCOME to Jeff Styles' UpFront Wrap-Up on During the Break Podcast - powered by Guardian Investment Advisors! A Monday podcast with El Jefe himself about some headlines, stories, and things you may have missed AND some things you may want to look for in the days ahead! Jeff Styles spent over 30 years as the #1 talk radio host in our area and now has brought his talents to DTB Podcast! Tune in - Share AND stay tuned as we grow! (A PODCAST PROVIDED AND OWNED BY DURING THE BREAK PODCASTS) Thanks to our sponsors: Guardian Investment Advisors: https://giaplantoday.com/ Vascular Institute of Chattanooga: https://www.vascularinstituteofchattanooga.com/ Alchemy Medspa and Wellness Center: http://www.alchemychattanooga.com/ Please consider leaving us a review on Apple and giving us a share to your friends! This podcast is powered by ZenCast.fm

Assistant Golf Pro at Bel Acres and CBC Journalist Nathan Liewicki joins the show. He's worked in the golf industry for numerous years and has a bachelor's degree in history and one in journalism. We chat about how he got into golf, working in the industry in high school and throughout university, the Junior Tour, playing with the Alberta Golden Bears men's golf team, what brought him to Winnipeg, the Edmonton Oilers, Winnipeg Jets, journalism, what's in his bag, golf tips, Bel Acres course improvements, and so much more! Enjoy!  We also have a special segment about how to improve the mental side of your golf game from Mental Performance Coach Taylor Staden 18 Over Par with Mike & JR is proudly presented by St. Charles member Bryce Matlashewski who is an Investment Advisor with Endeavour Wealth Management, part of IA Private Wealth, and a member of the Canadian Investor Protection Fund. You can contact Bryce at 204-515-3446 or connect with him here https://eighteenoverpar.podbean.com/  Follow us on Instagram, Twitter, and MySpace https://linktr.ee/18overpar 

Weekend Windup with Jeff Styles! Every Friday Jeff will cover a few headlines you may have missed - let you know what he thinks - AND maybe even what you should think! Plus we will cover a few things to look forward to over the weekend. Politics - Culture - Sports - you never know what El Jefe will bring to the table! Powered by www.medicaremisty.com (A PODCAST PROVIDED AND OWNED BY DURING THE BREAK PODCASTS) Thanks to our sponsors: Guardian Investment Advisors: https://giaplantoday.com/ Vascular Institute of Chattanooga: https://www.vascularinstituteofchattanooga.com/ Alchemy Medspa and Wellness Center: http://www.alchemychattanooga.com/ Please consider leaving us a review on Apple and giving us a share to your friends! This podcast is powered by ZenCast.fm

You don't need to work longer; you just need a better plan. Schedule a peace of mind visit for your retirement planning with this link: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call“Financial security isn't just about when you retire—it's about making sure your retirement lasts.”Chapters0:00 – Podcast Introduction0:30 – Pushing Through Tough Times2:15 – Planning a SoCal Trip: Finding Joy Amid Uncertainty3:13 – IRS Layoffs: What's Happening and Why6:45 – How Many Employees Have Taken the DRP?8:44 – Impact on Cities and Local Economies11:00 – Retirement Scenarios: Pros and Cons of Early Retirement12:10 – Financial Risks of Accessing TSP Too Soon13:23 – Exploring New Career Paths Post-IRS18:35 – Starting a Business After Federal Employment21:40 – Health Tip: Why Exercise Reduces Anxiety23:00 – Recap and Next StepsConnect with CD Financial for More Insights:Twitter: /CDFinancial_LLCInstagram: /CDfinancial.llcFacebook: /CDFinancialLLCLinkedIn: /cd-financial-llc Visit our Website: https://cdfinancial.org/Subscribe and Stay Updated: Don't miss out on crucial advice for your financial journey. Subscribe now for weekly insights and strategies to secure your retirement.Get More from CD Financial: Looking for personalized advice? Schedule a consultation with Charles to tailor a plan that suits your unique financial situation: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call#RetirementPlanning #FEHB #DRP #FederalEmployees #HealthInsurance #Podcast #FinancialWellness #CDFinancial #HealthMeetsWealthAdvisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.Support the show

Death by Boomer with Jeff Styles - every Wednesday! Bill B. Lockhart Let's face it - the boomers are the 2nd greatest generation to ever walk planet earth! From our music to our toys (we survived lawn darts) - we made the world better! Yes, better even for you gen x'ers - gen y's and millennials - we're just better!! AND....worse - we also used up all the resources - became a little spoiled and maybe we have clung to power a little too long. Misunderstood - that is what we are! These short episodes will hopefully bridge the gap with the x'ers, y'ers (if that's even a word) and millennials - Death by Boomer with Jeff Styles on DTB - powered by Guardian Investment Advisors! Thanks to our sponsor: Guardian Investment Advisors: https://giaplantoday.com/ Please consider leaving us a review on Apple and giving us a share to your friends! This podcast is powered by ZenCast.fm

Talking about money can be awkward, overwhelming, and honestly, kind of scary. That's why having someone like Jackie Adler in your corner makes all the difference. She's a Senior Financial Planner & Investment Advisor with heart—sharp, empathetic, and someone who just gets the emotional side of money, especially for women navigating big life shifts like divorce or loss. In this episode, we get into all of it: saving, mindset shifts, wills and trusts, paying yourself first, and why the old-school idea of retiring at 65 doesn't really work anymore. If you've ever felt behind, confused, or just unsure about your financial future, this one's for you.

You don't need to work longer; you just need a better plan. Schedule a peace of mind visit for your retirement planning with this link: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call"Financial security, ensuring we have enough savings and income to support ourselves throughout retirement."Chapters 0:00 – 3 Big Proposed Changes to Federal Retirement1:20 – Rising Contribution Costs Since 20132:55 – What the “High-5” Calculation Could Mean for You3:48 – Eliminating the FERS Supplement: Is It Likely?4:00 – What the Supplement Actually Provides4:45 – Why You Should Know Your Retirement Numbers NowConnect with CD Financial for More Insights:Twitter: /CDFinancial_LLCInstagram: /CDfinancial.llcFacebook: /CDFinancialLLCLinkedIn: /cd-financial-llc Visit our Website: https://cdfinancial.org/Subscribe and Stay Updated: Don't miss out on crucial advice for your financial journey. Subscribe now for weekly insights and strategies to secure your retirement.Get More from CD Financial: Looking for personalized advice? Schedule a consultation with Charles to tailor a plan that suits your unique financial situation: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call#RetirementPlanning #OpenSeason2024 #FEHB #FederalEmployees #HealthInsurance #Podcast #FinancialWellness #CDFinancial #HealthMeetsWealth #InsuranceComparisonAdvisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.Support the show

You don't need to work longer; you just need a better plan. Schedule a peace of mind visit for your retirement planning with this link: https://calendly.com/charlesdzama/complimentary-15-minute-phone-call-youtube"The most important decision you make ..."Chapters0:00 - Podcast Introduction - Island Inspiration and Oceanside Seminar Reflections1:05 - Food, Culture, and Street Market Adventures - Street Vendors and High-Quality Belts5:55 - Are We in a Recession Right Now?7:30 - How Recession Anxiety Impacts Federal Employees10:00 - Commercial Real Estate and Vacancy Rates12:00 - The $2.7 Trillion Commercial Debt Issue - Opportunities During Market Downturns18:35 - Recession Preparation Strategies21:40 - Health Tip: Gratitude as a Tool for Resilience23:00 - Final Thoughts and How to Build Your Financial HouseConnect with CD Financial for More Insights:Twitter: /CDFinancial_LLCInstagram: /CDfinancial.llcFacebook: /CDFinancialLLCLinkedIn: /cd-financial-llc Visit our Website: https://cdfinancial.org/Subscribe and Stay Updated: Don't miss out on crucial advice for your financial journey. Subscribe now for weekly insights and strategies to secure your retirement.Get More from CD Financial: Looking for personalized advice? Schedule a consultation with Charles to tailor a plan that suits your unique financial situation: https://calendly.com/charlesdzama/complimentary-15-minute-phone-call-youtube#RetirementPlanning #OpenSeason2024 #FEHB #FederalEmployees #HealthInsurance #Podcast #FinancialWellness #CDFinancial #HealthMeetsWealth #InsuranceComparisonAdvisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.Support the show

WELCOME to Jeff Styles' UpFront Wrap-Up on During the Break Podcast - powered by Guardian Investment Advisors! A Monday podcast with El Jefe himself about some headlines, stories, and things you may have missed AND some things you may want to look for in the days ahead! Jeff Styles spent over 30 years as the #1 talk radio host in our area and now has brought his talents to DTB Podcast! Tune in - Share AND stay tuned as we grow! (A PODCAST PROVIDED AND OWNED BY DURING THE BREAK PODCASTS) Thanks to our sponsors: Guardian Investment Advisors: https://giaplantoday.com/ Vascular Institute of Chattanooga: https://www.vascularinstituteofchattanooga.com/ Alchemy Medspa and Wellness Center: http://www.alchemychattanooga.com/ Please consider leaving us a review on Apple and giving us a share to your friends! This podcast is powered by ZenCast.fm

Unlock the secrets to maximizing your federal pension and retirement income with Benchmark Financial Group. In this comprehensive webinar, we dive into essential strategies for federal employees, exploring your FERS pension, TSP, Social Security, and how to align these benefits for a secure future. Learn about critical retirement milestones, cost-of-living adjustments, survivor benefits, and how to navigate early retirement options. Gain clarity on making informed decisions to achieve financial independence.Benchmark Financial Group offers expertise in federal retirement planning. Our customized analysis helps you create a financial strategy tailored to your unique goals, ensuring a smooth transition into retirement.Whether you're weighing the pros and cons of early retirement, looking to optimize your income streams, or planning for long-term financial security, this video is your guide. Ready to take control of your federal benefits and secure your financial future? Contact Benchmark Financial Group today for personalized assistance and start your journey toward retirement confidence.#tsp #socialsecurity #navigatingretirement #annuity #financialeducation————Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence, especially at retirement. Benchmark works with federal employees to provide a customized analysis of their federal benefits at a time of convenience for the employee. This customized analysis of federal benefits is prepared by Benchmark professionals who hold a ChFEBC designation. This means we are financial professionals who have completed extensive training to learn and understand federal benefits. As a result, Benchmark helps provide many optional answers to the questions that concern federal employees.Follow Benchmark Financial Group:Website: ⁠⁠⁠⁠⁠https://bfgkc.com/⁠⁠⁠⁠⁠LinkedIn: https://www.linkedin.com/company/benchmark-financial-group-llc/Facebook: https://www.facebook.com/BenchmarkFinancialGroupLLCBenchmark is located at 9300 W. 110th St., ⁠⁠⁠⁠⁠#160⁠⁠⁠⁠⁠, Overland Park, Kansas 66210. You can contact Benchmark Financial Group by visiting the website at ⁠⁠⁠⁠⁠https://bfgkc.com⁠⁠⁠⁠⁠, calling at 913.227.4224, or emailing David at david.raetz@bfgkc.comSecurities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC and CreativeOne Securities are not affiliated companies.

Death by Boomer with Jeff Styles - every Wednesday! CONVOY! Let's face it - the boomers are the 2nd greatest generation to ever walk planet earth! From our music to our toys (we survived lawn darts) - we made the world better! Yes, better even for you gen x'ers - gen y's and millennials - we're just better!! AND....worse - we also used up all the resources - became a little spoiled and maybe we have clung to power a little too long. Misunderstood - that is what we are! These short episodes will hopefully bridge the gap with the x'ers, y'ers (if that's even a word) and millennials - Death by Boomer with Jeff Styles on DTB - powered by Guardian Investment Advisors! Thanks to our sponsor: Guardian Investment Advisors: https://giaplantoday.com/ Please consider leaving us a review on Apple and giving us a share to your friends! This podcast is powered by ZenCast.fm

You don't need to work longer; you just need a better plan. Schedule a peace of mind visit for your retirement planning with this link: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-callChapters0:00 - What VERA, VSIP, RIF, and DSR Mean for You - Early Pension: The Hidden Danger1:10 - Why Inflation Is Your Silent Threat - How a Static Pension Shrinks Over Time1:45 - Solutions: How Part-Time Work Can Protect You - Planning for Growth: Protecting Your TSP and Savings2:30 - How to Improve Your Lifestyle With a Written Retirement Income Plan - How to Test If Your Money Will Last"Financial security isn't about starting retirement early — it's about making sure your income grows with you, not against you."Connect with CD Financial for More Insights:Twitter: /CDFinancial_LLCInstagram: /CDfinancial.llcFacebook: /CDFinancialLLCLinkedIn: /cd-financial-llc Visit our Website: https://cdfinancial.org/Subscribe and Stay Updated: Don't miss out on crucial advice for your financial journey. Subscribe now for weekly insights and strategies to secure your retirement.Get More from CD Financial: Looking for personalized advice? Schedule a consultation with Charles to tailor a plan that suits your unique financial situation: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call#RetirementPlanning #federalretirement Advisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.Support the show

You don't need to work longer; you just need a better plan. Schedule a peace of mind visit for your retirement planning with this link: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-callChapters0:00 - Podcast Introduction0:30 - Best Burger Joints Idea2:15 - Retiring Early: Can You Access TSP or 401k?3:13 - 59½ Rule Explained for Early Access6:45 - 55 Rule: The Key to Penalty-Free Withdrawals8:44 - Setting Up Secure Income Before 59½11:00 - Why Emergency Funds Matter in Retirement12:10 - Summarizing the 55 vs. 59½ Rules13:23 - How to Schedule Your Free Consultation15:35 - Health Tip: Benefits of Dark Chocolate19:00 - Final Recap and Closing Thoughts"Financial security means understanding the key milestones — so you can retire smarter, not later."Connect with CD Financial for More Insights:Twitter: /CDFinancial_LLCInstagram: /CDfinancial.llcFacebook: /CDFinancialLLCLinkedIn: /cd-financial-llc Visit our Website: https://cdfinancial.org/Subscribe and Stay Updated: Don't miss out on crucial advice for your financial journey. Subscribe now for weekly insights and strategies to secure your retirement.Get More from CD Financial: Looking for personalized advice? Schedule a consultation with Charles to tailor a plan that suits your unique financial situation: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call#RetirementPlanning #TSP #FederalEmployees #Podcast #FinancialWellness #CDFinancial #HealthMeetsWealthAdvisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.Support the show

You don't need to work longer; you just need a better plan. Schedule a peace of mind visit for your retirement planning with this link: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call"Inflation doesn't just raise prices—it shrinks your lifestyle. Your plan is your protection."Chapters0:00 - Podcast Introduction0:50 - What Does "Sharing the Stoke" Mean?3:13 - Dangers of Retiring Too Early6:45 - Understanding Inflation in Simple Terms8:44 - How Inflation Impacts Pensions11:00 - Real-Life Cost Comparisons: Pre- vs. Post-COVID12:10 - Mindful Spending in Retirement13:23 - The Value of Part-Time Work After Retirement18:35 - Retire to Something You Love21:40 - Health Tip: Healing Benefits of the Ocean23:00 - Recap and How to Reach CD FinancialConnect with CD Financial for More Insights:Twitter: /CDFinancial_LLCInstagram: /CDfinancial.llcFacebook: /CDFinancialLLCLinkedIn: /cd-financial-llc Visit our Website: https://cdfinancial.org/Subscribe and Stay Updated: Don't miss out on crucial advice for your financial journey. Subscribe now for weekly insights and strategies to secure your retirement.Get More from CD Financial: Looking for personalized advice? Schedule a consultation with Charles to tailor a plan that suits your unique financial situation: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call#RetirementPlanning Advisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.Support the show

NO CLINT - so Jeff is wild and free this week! Weekend Windup with Jeff Styles! Every Friday Jeff will cover a few headlines you may have missed - let you know what he thinks - AND maybe even what you should think! Plus we will cover a few things to look forward to over the weekend. Politics - Culture - Sports - you never know what El Jefe will bring to the table! Powered by www.medicaremisty.com (A PODCAST PROVIDED AND OWNED BY DURING THE BREAK PODCASTS) Thanks to our sponsors: Guardian Investment Advisors: https://giaplantoday.com/ Vascular Institute of Chattanooga: https://www.vascularinstituteofchattanooga.com/ Alchemy Medspa and Wellness Center: http://www.alchemychattanooga.com/ Please consider leaving us a review on Apple and giving us a share to your friends! This podcast is powered by ZenCast.fm

You don't need to work longer; you just need a better plan. Schedule a peace of mind visit for your retirement planning with this link: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call"Financial security, ensuring we have enough savings and income to support ourselves throughout retirement."Chapters0:00 – What is Basic FEGLI Group Life Insurance?0:25 – The Government's Contribution Explained – What Happens at Retirement?0:50 – Understanding the 75% Reduction Option1:05 – Cost Breakdown Before and After Age 65 – Premiums Become Zero at 65: Here's What That MeansConnect with CD Financial for More Insights:Twitter: /CDFinancial_LLCInstagram: /CDfinancial.llcFacebook: /CDFinancialLLCLinkedIn: /cd-financial-llc Visit our Website: https://cdfinancial.org/Subscribe and Stay Updated: Don't miss out on crucial advice for your financial journey. Subscribe now for weekly insights and strategies to secure your retirement.Get More from CD Financial: Looking for personalized advice? Schedule a consultation with Charles to tailor a plan that suits your unique financial situation: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call#RetirementPlanning #FEGLI #FederalBenefits #LifeInsurance #FinancialAdvice #InvestmentStrategyAdvisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.Support the show

Death by Boomer with Jeff Styles - every Wednesday! How we see things! Let's face it - the boomers are the 2nd greatest generation to ever walk planet earth! From our music to our toys (we survived lawn darts) - we made the world better! Yes, better even for you gen x'ers - gen y's and millennials - we're just better!! AND....worse - we also used up all the resources - became a little spoiled and maybe we have clung to power a little too long. Misunderstood - that is what we are! These short episodes will hopefully bridge the gap with the x'ers, y'ers (if that's even a word) and millennials - Death by Boomer with Jeff Styles on DTB - powered by Guardian Investment Advisors! Thanks to our sponsor: Guardian Investment Advisors: https://giaplantoday.com/ Please consider leaving us a review on Apple and giving us a share to your friends! This podcast is powered by ZenCast.fm

Tariff Turmoil – not getting much better Stock Market Chaos – Uncertainty reigns Recession Alarm – Is this a ticking time bomb? And our guest – Brian Dress from Left Brain Wealth Management NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Brian Dress is an Investment Advisor for Left Brain and also holds the position of Director of Research. He works with high-net-worth investors and families on tax-efficient investment and financial planning strategies to help them achieve their financial goals and dreams. Brian began his investing career in 2005 and joined Left Brain in 2018. He earned a bachelor's degree from Georgetown University and became a Chartered Financial Analyst (CFA) Charterholder in 2021. YouTube channel: https://www.youtube.com/@LeftBrainWealthManagement Research Service, which includes access to our library of 100s of reports, and 5 model portfolios, updated quarterly: https://leftbrainwm.com/portfolio FIND OUT MORE ABOUT BRIAN Follow @andrewhorowitz Check this out and find out more at: http://www.interactivebrokers.com/ Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (CRWD), (TSM), (NVDA), (AVGO), (ZS)

Death by Boomer with Jeff Styles - every Wednesday! NAFTA Sucks AND Lunch Whistles! Let's face it - the boomers are the 2nd greatest generation to ever walk planet earth! From our music to our toys (we survived lawn darts) - we made the world better! Yes, better even for you gen x'ers - gen y's and millennials - we're just better!! AND....worse - we also used up all the resources - became a little spoiled and maybe we have clung to power a little too long. Misunderstood - that is what we are! These short episodes will hopefully bridge the gap with the x'ers, y'ers (if that's even a word) and millennials - Death by Boomer with Jeff Styles on DTB - powered by Guardian Investment Advisors! Thanks to our sponsor: Guardian Investment Advisors: https://giaplantoday.com/ Please consider leaving us a review on Apple and giving us a share to your friends! This podcast is powered by ZenCast.fm

You don't need to work longer; you just need a better plan. Schedule a peace of mind visit for your retirement planning with this link: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call"Financial security means knowing your benefits, your rights, and your options — even when the future is uncertain."Chapters 0:00 - Weekly RIFs and Mental Toll at the IRS0:45 - DSR: What Happens If You Get RIF'd - Vera-Like Qualifications You May Already Meet2:02 - Minimum Retirement Age (MRA)? - Supplemental Payment: What You Need to Know3:03 - No COLA Until Age 62: What That Means for You 3:50 - Collecting Unemployment After a Layoff - What IRS Employees Might be Forgetting to ClaimConnect with CD Financial for More Insights:Twitter: /CDFinancial_LLCInstagram: /CDfinancial.llcFacebook: /CDFinancialLLCLinkedIn: /cd-financial-llc Visit our Website: https://cdfinancial.org/Subscribe and Stay Updated: Don't miss out on crucial advice for your financial journey. Subscribe now for weekly insights and strategies to secure your retirement.Get More from CD Financial: Looking for personalized advice? Schedule a consultation with Charles to tailor a plan that suits your unique financial situation: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call#RetirementPlanning #VERA #RIF Advisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.Support the show

You don't need to work longer; you just need a better plan. Schedule a peace of mind visit for your retirement planning with this link: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call"The most important decision you make ..."Chapters 0:00 - IntroductionConnect with CD Financial for More Insights:Twitter: /CDFinancial_LLCInstagram: /CDfinancial.llcFacebook: /CDFinancialLLCLinkedIn: /cd-financial-llc Visit our Website: https://cdfinancial.org/Subscribe and Stay Updated: Don't miss out on crucial advice for your financial journey. Subscribe now for weekly insights and strategies to secure your retirement.Get More from CD Financial: Looking for personalized advice? Schedule a consultation with Charles to tailor a plan that suits your unique financial situation: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-callAdvisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.Support the show

Send us a textIn an era of political polarization and media distrust, Willie Billings offers a refreshingly nuanced perspective on local politics as the newly elected Chairman of the Washington County Republican Party. His mission? To save Utah's unique caucus system from the encroachment of outside money and influence that threatens to transform the state's political landscape.Billings passionately explains how SB 54—the controversial "dual path" legislation—has undermined the caucus convention system that once allowed ordinary citizens to participate in politics without massive financial backing. He shares the startling revelation that even Senator Mike Lee admitted he would never have challenged incumbent Bob Bennett in a pure primary system, demonstrating how caucuses create pathways for new voices that money-dominated primaries shut out.Whether discussing economic policy, media manipulation, election integrity, or hunting adventures in Alaska, Billings offers wisdom gained from 37 years in investment advisory services and decades of community involvement. His mission now is to educate voters about the value of informed political participation before Utah's unique political heritage is lost forever.Looking for a Real Estate expert? Find us here!https://realestate435.kw.com/www.wealth435.com https://linktr.ee/wealth435 Below are our wonderful friends!Find FS Coffee here:https://fscoffeecompany.com/Find Tuacahn Amphitheater here:https://www.tuacahn.org/Find Blue Form Media here:https://www.blueformmedia.com/[00:00:00] Intro.[00:06:13] Media's Influence on Public Perception.[00:12:05] Investment Advisor's Market Perspective.[00:21:19] Understanding 401k Management.[00:30:16] The Caucus System vs SB54.[00:47:12] Water Challenges and Growth in Southern Utah.[01:00:11] Political Elections and Recounts.[01:22:29] Hunting Stories and Self-Sufficiency.

Death by Boomer with Jeff Styles - every Wednesday! Questionable Parenting! Let's face it - the boomers are the 2nd greatest generation to ever walk planet earth! From our music to our toys (we survived lawn darts) - we made the world better! Yes, better even for you gen x'ers - gen y's and millennials - we're just better!! AND....worse - we also used up all the resources - became a little spoiled and maybe we have clung to power a little too long. Misunderstood - that is what we are! These short episodes will hopefully bridge the gap with the x'ers, y'ers (if that's even a word) and millennials - Death by Boomer with Jeff Styles on DTB - powered by Guardian Investment Advisors! Thanks to our sponsor: Guardian Investment Advisors: https://giaplantoday.com/ Please consider leaving us a review on Apple and giving us a share to your friends! This podcast is powered by ZenCast.fm

Weekend Windup with Jeff Styles! Every Friday Jeff will cover a few headlines you may have missed - let you know what he thinks - AND maybe even what you should think! Plus we will cover a few things to look forward to over the weekend. Politics - Culture - Sports - you never know what El Jefe will bring to the table! Powered by www.medicaremisty.com (A PODCAST PROVIDED AND OWNED BY DURING THE BREAK PODCASTS) Thanks to our sponsors: Guardian Investment Advisors: https://giaplantoday.com/ Vascular Institute of Chattanooga: https://www.vascularinstituteofchattanooga.com/ Alchemy Medspa and Wellness Center: http://www.alchemychattanooga.com/ Please consider leaving us a review on Apple and giving us a share to your friends! This podcast is powered by ZenCast.fm

Tom welcomes back John Rubino, Former Wall Street Analyst, Author & Substacker for a discussion on the current economic landscape and its implications for investors. Rubino discusses the end of a credit supercycle, highlighting the risks of hyperinflation, deflation, and stagflation due to global fiat currency systems. He emphasizes the importance of real assets like gold, silver, and energy during potential financial chaos. Rubino also addresses the role of energy prices, particularly oil, in driving inflation or deflation. He suggests that lower oil prices could lead to a short-term deflationary period, followed by inflationary pressures as central banks respond with low interest rates. This creates uncertainty but opportunities for resilient investments. The discussion touches on President Trump's policies, including tariffs and reshoring, which could lead to wage inflation and geopolitical tensions. Rubino warns against the risks of negative interest rates and the potential need for a currency reset, possibly returning to a gold standard. For investors, Rubino recommends focusing on real assets such as precious metals, energy, and farmland. He suggests dollar-cost averaging in gold and silver and cautious investment in mining stocks, particularly mid-tier and explorers with growth potential. Jurisdictional risks, especially in countries like Mexico, are highlighted as critical considerations. Rubino also stresses building personal resilience through community ties, skill development, and owning productive assets. Time Stamp References:0:00 - Introduction0:45 - Framing This Flation3:49 - Oil's Role & Energy Price9:36 - Deflationary Scenarios16:06 - Zero Rates & Q.E.20:35 - Inherited Problems & Trump22:50 - PMs & Tariff Policies27:04 - Oversold Markets29:28 - Gold Fundamentals31:28 - Gold Silver Ratio33:15 - Silver in a Recession?36:20 - Investment Advisors & Metals40:13 - His Focus in Miners45:46 - Take Profit Guidelines48:10 - Mexican Gov't Policy50:53 - Other Opportunities?55:17 - Staying Resilient57:18 - Wrap Up Guest LinksSubstack: https://rubino.substack.comBooks: https://tinyurl.com/5buyvy6v John Rubino is a former Wall Street financial analyst and author or co-author of five books, including The Money Bubble: What To Do Before It Pops. He founded the popular financial website DollarCollapse.com in 2004 and sold it in 2022, and now publishes on Substack.

WELCOME to Jeff Styles' UpFront Wrap-Up on During the Break Podcast - powered by Guardian Investment Advisors! A Monday podcast with El Jefe himself about some headlines, stories, and things you may have missed AND some things you may want to look for in the days ahead! Jeff Styles spent over 30 years as the #1 talk radio host in our area and now has brought his talents to DTB Podcast! Tune in - Share AND stay tuned as we grow! (A PODCAST PROVIDED AND OWNED BY DURING THE BREAK PODCASTS) Thanks to our sponsors: Guardian Investment Advisors: https://giaplantoday.com/ Vascular Institute of Chattanooga: https://www.vascularinstituteofchattanooga.com/ Alchemy Medspa and Wellness Center: http://www.alchemychattanooga.com/ Please consider leaving us a review on Apple and giving us a share to your friends! This podcast is powered by ZenCast.fm

You don't need to work longer; you just need a better plan. Schedule a peace of mind visit for your retirement planning with this link: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call“Inflation doesn't care if you're retired—make sure your money does.”Chapters00:00 - DRP & VERA Offer Window: April 7–1400:33 - Who Qualifies?00:56 - When You Get the Pension vs. SRS Start01:33 - Why COLAs (Cost of Living Adjustments) Matter02:05 - The DoD Email Explained04:58 - Inflation Story: $20 Then vs. Now06:30 - Make a PlanConnect with CD Financial for More Insights:Twitter: /CDFinancial_LLCInstagram: /CDfinancial.llcFacebook: /CDFinancialLLCLinkedIn: /cd-financial-llc Visit our Website: https://cdfinancial.org/Subscribe and Stay Updated: Don't miss out on crucial advice for your financial journey. Subscribe now for weekly insights and strategies to secure your retirement.Get More from CD Financial: Looking for personalized advice? Schedule a consultation with Charles to tailor a plan that suits your unique financial situation: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-callAdvisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.Support the show

Today's guest is Mark Haefele, Chief Investment Officer of UBS Global Wealth Management, where he advises on over $4 trillion. He's also the author of ‘The New Rules of Investing.' In today's episode, Mark emphasizes the significant role of government spending in shaping investment decisions. He touches on the importance of asset allocation and discusses the challenges of generational wealth transfer. Mark also introduces the concept of the three L's—liquidity, longevity, and legacy—as a framework for effective portfolio management. (0:35) Introduction of Mark Haefele (2:30) The 5 D's: debt, deglobalization, digitization, decarbonization, and demographics (11:46) Lessons from past financial crises (15:18) Government intervention and the economy (16:05) The 3 L's: liquidity, longevity, and legacy (20:54) Behavioral finance and asset allocation (27:05) Challenges in multi-generational wealth preservation (36:20) Current global investment landscape (40:26) De-dollarization (46:05) Balancing personal beliefs with investment decisions (51:15) Mark's most memorable investment ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

Hamilton County Sheriff - Austin Garrett joins Jeff in-studio for only our 2nd interview since Jeff joining DTB! -- Weekend Windup with Jeff Styles! Every Friday Jeff will cover a few headlines you may have missed - let you know what he thinks - AND maybe even what you should think! Plus we will cover a few things to look forward to over the weekend. Politics - Culture - Sports - you never know what El Jefe will bring to the table! Powered by www.medicaremisty.com (A PODCAST PROVIDED AND OWNED BY DURING THE BREAK PODCASTS) Thanks to our sponsors: Guardian Investment Advisors: https://giaplantoday.com/ Vascular Institute of Chattanooga: https://www.vascularinstituteofchattanooga.com/ Alchemy Medspa and Wellness Center: http://www.alchemychattanooga.com/ Please consider leaving us a review on Apple and giving us a share to your friends! This podcast is powered by ZenCast.fm

PODCAST recorded 4/2/25 Investment Advisor, JB Bryan empowers with AfroEconomics LIVE: A Weekly Financial Update. This week's topic: Creating Unlimited Income. Let's Talk about it. Steps To achieve unlimited income. Let's discuss income streams, investments, and your skill set. TODAY at 12 Noon. 4/02/2025. To Join AfroEconomics call 1-844-522-7926. Members Only Meetings each Friday at 9 AM. Sign up for membership now at www.AfroEconomics.com . To request a complimentary consultation call 1-844-JBBRYAN (522-7926). Powered by JB Bryan Financial Group, Inc., A Registered Investment Advisory Firm - The Home of AfroEconomics. #JBBRYAN www.AfroEconomics.com www.JBBRYAN.com

You don't need to work longer; you just need a better plan. Schedule a peace of mind visit for your retirement planning with this link: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call"It's one thing to have investments—it's a whole other thing to have a written, reliable retirement plan."Chapters0:00 - Podcast Introduction0:30 - Teaser: The Mysterious Mexican Experience2:15 - Gold Treasure Maps and Stock Market Fears3:13 - What Should I Do When the Market Drops?6:45 - Dollar Cost Averaging Explained8:44 - Rebalancing and Buying Stocks on Sale11:00 - Laying the Financial Foundation12:10 - Separating Safety from Growth in Your TSP13:23 - Creating Income Without Market Risk18:35 - Coaches, Game Plans, and Retirement Strategy21:40 - Health Tip: Don't Freak Out23:00 - Final Reflections and TakeawaysConnect with CD Financial for More Insights:Twitter: /CDFinancial_LLCInstagram: /CDfinancial.llcFacebook: /CDFinancialLLCLinkedIn: /cd-financial-llc Visit our Website: https://cdfinancial.org/Subscribe and Stay Updated: Don't miss out on crucial advice for your financial journey. Subscribe now for weekly insights and strategies to secure your retirement.Get More from CD Financial: Looking for personalized advice? Schedule a consultation with Charles to tailor a plan that suits your unique financial situation: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-callAdvisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.Support the show

Death by Boomer with Jeff Styles - every Wednesday! Rejoice In The Day That You Have! Let's face it - the boomers are the 2nd greatest generation to ever walk planet earth! From our music to our toys (we survived lawn darts) - we made the world better! Yes, better even for you gen x'ers - gen y's and millennials - we're just better!! AND....worse - we also used up all the resources - became a little spoiled and maybe we have clung to power a little too long. Misunderstood - that is what we are! These short episodes will hopefully bridge the gap with the x'ers, y'ers (if that's even a word) and millennials - Death by Boomer with Jeff Styles on DTB - powered by Guardian Investment Advisors! Thanks to our sponsor: Guardian Investment Advisors: https://giaplantoday.com/ Please consider leaving us a review on Apple and giving us a share to your friends! This podcast is powered by ZenCast.fm

You don't need to work longer; you just need a better plan. Schedule a peace of mind visit for your retirement planning with this link: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call"The most important decision you make ..."Chapters 0:00 - Introduction0:10 - Take a VERA or Wait?1:30 What's a DSR?Connect with CD Financial for More Insights:Twitter: /CDFinancial_LLCInstagram: /CDfinancial.llcFacebook: /CDFinancialLLCLinkedIn: /cd-financial-llc Visit our Website: https://cdfinancial.org/Subscribe and Stay Updated: Don't miss out on crucial advice for your financial journey. Subscribe now for weekly insights and strategies to secure your retirement.Get More from CD Financial: Looking for personalized advice? Schedule a consultation with Charles to tailor a plan that suits your unique financial situation: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call#RetirementPlanning #OpenSeason2024 #FEHB #FederalEmployees #HealthInsurance #Podcast #FinancialWellness #CDFinancial #HealthMeetsWealth #InsuranceComparisonAdvisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.Support the show

Discover how to maximize your federal pension like a pro with expert insights from Benchmark Financial Group

Death by Boomer with Jeff Styles - every Wednesday! The community burro! Let's face it - the boomers are the 2nd greatest generation to ever walk planet earth! From our music to our toys (we survived lawn darts) - we made the world better! Yes, better even for you gen x'ers - gen y's and millennials - we're just better!! AND....worse - we also used up all the resources - became a little spoiled and maybe we have clung to power a little too long. Misunderstood - that is what we are! These short episodes will hopefully bridge the gap with the x'ers, y'ers (if that's even a word) and millennials - Death by Boomer with Jeff Styles on DTB - powered by Guardian Investment Advisors! Thanks to our sponsor: Guardian Investment Advisors: https://giaplantoday.com/ Please consider leaving us a review on Apple and giving us a share to your friends! This podcast is powered by ZenCast.fm

Description: In Episode 178, Nick welcomes Holly Wasson, the Chief Marketing Officer of Capital Investment Advisors. Holly shares her journey and experiences in the marketing world, particularly her time at Turner Broadcasting. They discuss the distinct cultures of Turner and Coca-Cola, the evolution of cable TV, and the impact of the internet and social media on marketing strategies. Holly also shares her experiences at CNN, including significant events like the Monica Lewinsky scandal and the Columbine shooting. The conversation covers the challenges of marketing in a regulated industry, the importance of showing ROI, and the significance of knowing your audience. Holly emphasizes the value of meaningful content that connects with the audience and drives engagement. Key Takeaways: Distinct cultures of Turner and Coca-Cola. The evolution of cable TV in the 90s. The impact of the internet and social media on marketing strategies. Challenges of marketing in a regulated industry. The importance of showing ROI. Knowing your audience and creating meaningful content. The significance of local actions within a global brand. Building trust and relationships in new markets. Hashtags: #MarketingMadmen #MarketingStrategies #TurnerBroadcasting #CocaCola #CableTV #SocialMediaMarketing #ROI #ContentCreation #AudienceEngagement #LocalBranding #NewMarkets #MarketingInsights Meta Description: In this episode, Nick Constantino and Holly Wasson discuss marketing strategies, challenges in regulated industries, the evolution of cable TV, and more. #MarketingMadmen Focus Keyword: Marketing Strategiespatreon.com/TheMarketingMadMen: https://www.nick-constantino.com/See omnystudio.com/listener for privacy information.

Death by Boomer with Jeff Styles - every Wednesday! Closed for repairs! Let's face it - the boomers are the 2nd greatest generation to ever walk planet earth! From our music to our toys (we survived lawn darts) - we made the world better! Yes, better even for you gen x'ers - gen y's and millennials - we're just better!! AND....worse - we also used up all the resources - became a little spoiled and maybe we have clung to power a little too long. Misunderstood - that is what we are! These short episodes will hopefully bridge the gap with the x'ers, y'ers (if that's even a word) and millennials - Death by Boomer with Jeff Styles on DTB - powered by Guardian Investment Advisors! Thanks to our sponsor: Guardian Investment Advisors: https://giaplantoday.com/ Please consider leaving us a review on Apple and giving us a share to your friends! This podcast is powered by ZenCast.fm

Death by Boomer with Jeff Styles - every Wednesday! The story of the hidden flask! Let's face it - the boomers are the 2nd greatest generation to ever walk planet earth! From our music to our toys (we survived lawn darts) - we made the world better! Yes, better even for you gen x'ers - gen y's and millennials - we're just better!! AND....worse - we also used up all the resources - became a little spoiled and maybe we have clung to power a little too long. Misunderstood - that is what we are! These short episodes will hopefully bridge the gap with the x'ers, y'ers (if that's even a word) and millennials - Death by Boomer with Jeff Styles on DTB - powered by Guardian Investment Advisors! Thanks to our sponsor: Guardian Investment Advisors: https://giaplantoday.com/ Please consider leaving us a review on Apple and giving us a share to your friends! This podcast is powered by ZenCast.fm