Podcasts about investment advisors

You don't need to work longer, you just need a better plan. Schedule a consultation with this link to tailor a plan that suits your unique financial goals:https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call"Pay less in retirement taxes—because every dollar you keep is a dollar that can work for your future."

You don't need to work longer, you just need a better plan. Schedule a consultation with this link to tailor a plan that suits your unique financial goals:https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call“Submitting your retirement packet early is the smartest way to avoid a delayed first pension check.”

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/ m/ ALL OUR PODCASTS WITH ONE CLICK: www.duringthebreakpodcast.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

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

Death by Boomer with Jeff Styles - every Wednesday! Get a job - PLEASE! 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 consultation with this link to tailor a plan that suits your unique financial goals:https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call"Will your pension, Social Security, and TSP really be enough to maintain your lifestyle in retirement?"

Benchmark Financial Group explores essential strategies for federal employees who need to optimize their Thrift Savings Plan (TSP), navigate volatile markets, and make informed decisions about traditional and Roth contributions. You'll also learn about TSP contribution limits for 2025, the differences between G, F, C, S, and I funds, and how to create a strategic retirement income plan tailored to your needs.If you're a federal employee approaching retirement or looking for actionable advice on TSP and retirement income, this video is a must-watch. Ready to take the next step? Contact Benchmark Financial Group for a personalized consultation, and let us help you achieve your financial goals with confidence today.————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. 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. Follow Benchmark Financial Group:Website: https://bfgkc.com/LinkedIn: https://www.linkedin.com/company/benchmark-financial-group-llc/ orFacebook: https://www.facebook.com/BenchmarkFinancialGroupLLCBenchmark is located at 10975 Benson Dr., Suite 500, Overland Park, KS 66210, Corporate Woods Building 12. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling 913.227.4224, or emailing David at david.raetz@bfgkc.com.Securities 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.#tsp #benchmarkfinancialgroup #planyourfederalretirement

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/ 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

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/ 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 143: In this episode, Rosanna speaks with Carley Garner, commodity broker/analyst with over 20 years of experience, author of several futures/options books, and featured on Mad Money with Jim Cramer! Carley shares with us her outlook on Commodities and Equities Markets and potential reversals and market rotations for opportunities you don't want to miss. ➡️Contact Carley Garner on Twitter: https://twitter.com/carleygarner ➡️Visit DeCarley Trading Site: https://www.decarleytrading.com/ ----------------------------------------------------------------------------------------------------------- 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 consultation with this link to tailor a plan that suits your unique financial goals:

Car guy and decent golfer Barry Krause joins the show. When he's not financing cars or winning Adult Safe Hockey League championship's you can find him on his bike or on the greens at Breezy Bend Golf and Country Club. We chat about how he got into golf, his first set of clubs, what's in his bag now, biking to the golf course, playing golf with Colin Hanks, Manitoba Open, winning the D Division ASHL championship, skiing, Northern Alberta, soil, Ryder Cup style golf tournaments, cars, cars, cars, and so much more! Enjoy!  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, X, and MySpace https://linktr.ee/18overpar 

Special Guest - Russell Stroud tries to get Clint cancelled! 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 Guardian Investment Advisors: https://giaplantoday.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 142: In this episode, Rosanna speaks with Danny Dayan, global macro volatility portfolio manager, about macro, markets, and money. Danny shares his macro view on the economy and what it means for markets, We discuss contrarian investing strategies and how to navigate the DOOM LOOP. There are always opportunities! Will the Markets Melt Up Like 1999? ➡️Follow Danny on X: https://x.com/DannyDayan5 ➡️Visit Danny's Substack: https://dannydayan.substack.com/ ----------------------------------------------------------------------------------------------------------- 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"Eventually, your retirement will get processed… unfortunately, ‘eventually' might be a lot longer than you thought."Chapters0:00 - Introduction: Will your retirement actually get processed?0:30 - The disappearing retirement counselors2:15 - A heartbreaking client story from the Treasury3:13 - Real-time retirement guidance via Zoom6:45 - The silent crisis: HR departments are overwhelmed8:44 - False sense of security: Who's really helping you?11:00 - No one is assigned to help anymore12:10 - Confusion over military buyback numbers13:23 - The myth of the retirement specialist18:35 - Why getting a second set of eyes could save your futureConnect 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! It's Not Prepping - It's Living! 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/ This podcast is powered by ZenCast.fm

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/ 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

Death by Boomer with Jeff Styles - every Wednesday! Diversity and Juneteenth! 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-callFederal employees often receive bad financial advice from well-meaning coworkers, impacting their retirement. Knowing your federal benefits is crucial, especially when it comes to retirement planning. Secure your future with a solid plan, focusing on your federal employee benefits."You want a plan in place that's in writing, integrates all your benefits, and lasts as long as you do."Chapters0:00 – The Problem with Coworker Advice1:30 – Free Workshops and Hidden Agendas2:20 – When Advisors Don't Understand Federal Benefits – FEHB and Medicare Part B Misguidance3:04 – Bad TSP Advice and G-Fund Misuse – Survivor Benefit Confusion – Emptying Your TSP? Think TwiceConnect 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#FederalRetirement #TSPPlanning #FERS #CDFinancial #ThriftSavingsPlan #RetireSmart #FinancialAdvice #FederalEmployee #RetirementIncomePlan #FEHBAdvisory 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

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

Death by Boomer with Jeff Styles - every Wednesday! Front Porches to Rivers! 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"Administrative leave isn't just time off—it's a rare opportunity to prepare your future while still getting paid."Chapters:0:00 - Introduction to Administrative Leave2:38 - Understanding Administrative Leave Benefits8:15 - Maximizing Your Time on Administrative Leave11:46 - Planning for Retirement During Leave15:11 - Entrepreneurial Opportunities on Administrative Leave18:11 - Health Tips: Rucking for FitnessConnect 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 #FederalEmployees #Podcast #FinancialWellness #CDFinancial #HealthMeetsWealth #insurancecomparison Admin Leave Facts Sheet:https://www.opm.gov/policy-data-oversight/pay-leave/leave-administration/fact-sheets/administrative-leave/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

Are you ready to retire as a federal employee? In this video, Benchmark Financial Group shares essential steps for federal employees to navigate their federal retirement process with confidence. From understanding federal benefits to planning your retirement income, this session covers critical topics like retirement paperwork timelines, federal pensions, processing delays, annuity payments, and managing TSP funds effectively for financial independence.Don't leave your financial future to chance. Contact Benchmark Financial Group today for personalized assistance and expert guidance on federal retirement and financial planning. Together, we'll develop a plan to help you retire with peace of mind.————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 that 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 at https://www.linkedin.com/company/benchmark-financial-group-llc/ orFacebook at https://www.facebook.com/BenchmarkFinancialGroupLLCBenchmark is located at 10975 Benson Dr., Suite 500, Overland Park, KS 66210, Corporate Woods Building 12. You can contact Benchmark Financial Group by visiting the website at https://bfgkc.com, calling 913.227.4224, or emailing David at david.raetz@bfgkc.com.Securities 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.

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 141: On this episode Rosanna speaks with the one and only “boots on the ground” real estate expert, Melody Wright! Melody exposes the shadow markets in housing including the oversupply, unreported widespread delinquencies, and shadow data. We go beyond the headlines and under the hood in the real estate market and you will be shocked at what we uncover. We dispel the many housing myths and deliver reality on what is really going on! There isn't a housing shortage but rather an oversupply! Will lower rates stimulate demand? It is NOT what you think! All roads lead to home prices dropping! Is Real Estate Market Worse than 2008? Melody reveals the Shadow Data that isn't being reported! ➡️Follow Melody on X: https://x.com/m3_melody ➡️Visit Melody's Substack: https://m3melody.substack.com/ ➡️Visit Melody's YT: https://www.youtube.com/@m3_melody ----------------------------------------------------------------------------------------------------------- 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"Retirement isn't about quitting work. It's about gaining the freedom to choose what matters most."Chapters0:00 - Introduction0:30 - When Is the “Right” Time to Retire?2:15 - Why Age 62 Isn't the Golden Number for Everyone3:13 - Considering Your Pension & TSP Income6:45 - What Happens If You Retire at 57 Instead?8:44 - The Hidden Cost of Delaying Retirement11:00 - Health Benefits: Before and After You Leave12:10 - Social Security: Early vs Delayed Strategies13:23 - Emotional Readiness: More Than Just Numbers18:35 - Case Study: Retired at 59 With Peace of Mind21:40 - Health Tip: Building a Routine Before You Retire23:00 - Recap & Key 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-call#RetirementPlanning #FEHB #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

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

Send us a textWelcome to  Podcast 223: This week's 10 outstanding high dividend stocks are in the attached podcast's narration and transcript.5 U.S STOCK SELCTORS USED (1) common shares (2) dividend yield + 5% (3) # shares traded over 1M (4) operating margins +5% (5) share prices + $9.10 (6) weekly share price gain +1%. QUALIFIERS' STOCK SYMBOLS & THEIR SCORES: (1) MO Score 63 (2) PFE Score 60 (3) TU Score 52 (4) ENB Score 68 (5) RCI Score 61.5 CANADIAN STOCK SELCTORS (1) common shares (2) dividend yield + 3% (3) # shares traded over 488K (4) operating margins +10% (5) share prices + $37.35 (6) weekly share price gain +1%. QUALIFIERS' & SCORES   (1) EDV Score 54 (2) EMA Score 66 (3) CU Score 54 (4) TOU Score 53 (5) NTR Score 45. DATA USED FOR STOCK SCORE CALCULATIONS:  Stock Symbol (1) Price $ (2)  Price 4yrs ago $ (3) Book Value $ (4) Advisor Buys # (5) Advisor Strong Buys # (6) Dividend. Yield % (7)Operating Margin % (8) Share Volume Traded # (9) Price/Earnings Ratio.     US SCORE  CALCULATIONS (K=thousand M=million)STOCK  1         2           3    4   5     6         7          8       9 MO| 59.74|49.22|-1.32| 3|0| 6.83| 43.69 |5M | 10.0xPFE| 23.32| 38.73|15.56| 4 |1| 7.38| 14.71|35M |16.9xTU |16.13| 22.56 | 7.56  | 5 | 0 |7.51| 14.69| 2M | 28.1xENB|63.26| 46.47|30.26| 7| 0 | 5.96| 17.41 | 7M | 23.3xRCI |26.09| 51.65 | 14.13| 5 | 3 | 5.58| 22.40|1M | 10.9xCANADIAN SCORE CALCULATIONS| EDV | 42.25 |29.00 |15.23 | 6 | 1 | 3.88 |22.791| 350K|-7.37x| EMA| 61.61 | 56.50| 44.86| 5 | 0 | 4.71 | 21.58 | 1M | 20.9x| CU| 38.07 | 34.90 |25.94 | 0 | 0 | 4.81 |28.16 |350K |26.2x| TOU |64.00 |29.43 |41.60 | 6  | 0 | 3.13 | 31.68 |1M  |19.0x| NTR | 81.88 |75.13 |68.28 | 8 | 0 | 3.66 | 6.48 |1M | 55.9xFor information on my 6 investment books go to  www.informus.ca. Ian Duncan MacDonaldAuthor, Artist, Commercial Risk Consultant,President of Informus Inc 2 Vista Humber Drive Toronto, Ontario Canada, M9P 3R7 Toronto Telephone - 416-245-4994 New York Telephone - 929-800-2397 imacd@informus.ca

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.”

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

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/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

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

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

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)

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