Podcasts about Investopedia

This week on the Retirement Quick Tips Podcast, I'm talking about the American Dream. According to a 2024 report from Investopedia, the American dream now costs $4.4 million.  Today, we're discussing what the American costs when it comes to your retirement

What determines value in your company? What should founders be asking themselves regarding pricing to determine value in their company? How do you know an effective negotiation strategy? On today's episode, Paul Watts welcomes back Sonia Dumas. Sonia is a selling strategist, entrepreneur, and co-author of The Market Ownership Method: 7 Proven Principles and One Profitable Plan for Higher ROI Clients. Sonia has worked with industry giants like Intuit, Investopedia, Starwood, and Marriott, just to name a few. Today she will discuss experience-based negation strategies and effective negation tactics. Outline of This Episode (0:00) Introduction to Sonia Dumas (1:15) The Difference Between Strategy and Tactics in Negotiation (4:45) Sonia's Most Effective Negotiation Strategy (9:55) Planning for Successful Negotiations (11:30) Managing Complex Sales: Simplify (13:00) Counteracting Aggressive Negotiation Tactics (15:00) The Top Three Negotiation Dos and Dont's Resources & People Mentioned The Market Ownership Method: 7 Proven Principles and One Profitable Plan for Higher ROI Clients Connect with Sonia Dumas Sonia Dumas - WOMEN Sales Pros Connect With Paul Watts  LinkedIn Twitter  Subscribe to SALES REINVENTED Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

This week on the Retirement Quick Tips Podcast, I'm talking about the American Dream. According to a 2024 report from Investopedia, the American dream now costs $4.4 million.  Today, we're discussing what the American costs when it comes to weddings and funerals.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3156: Lisa Harrison shares how she and her husband sidestepped lifestyle inflation to build wealth and achieve financial freedom, without sacrificing joy or connection. Through mindful home buying, curbing consumer habits, and consistently increasing their savings rate, they created a life of intentionality and long-term fulfillment. Read along with the original article(s) here: https://madmoneymonster.com/2021/03/22/5-ways-we-avoided-lifestyle-inflation-to-reach-financial-freedom/ Quotes to ponder: "We didn't buy more house than we needed, although I really wanted to, and we bought the crappiest house in a nice neighborhood." "We will go without a want before we pay for anything with a credit card that can't be immediately paid off at the end of the month." "Investing extra money gives us a bigger rush than spending it." Episode references: 401(k) and 403(b) plan basics - Investopedia: https://www.investopedia.com/terms/1/401kplan.asp The Minimalists: https://www.theminimalists.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to a new week here on the Retirement Quick Tips podcast! I'm your host, Ashley Micciche. Back in March, I came across a 2024 report from Investopedia that looked at all the things that define the American Dream - getting married, buying a house with that white picket fence, having kids, driving a nice, reliable car, owning pets, taking an annual vacation, saving enough for a comfortable retirement,and having a funeral where they don't throw your body in a pine box (unless you're into that minimal aesthetic).  What does it all cost to live the American Dream over your lifetime? $4.4 million. Can you live a fulfilling life with less? Absolutely! But I think exploring these areas together is a helpful exercise to see how your attitudes and beliefs on spending money compare to what the average American says are what they want to achieve in life.  So this week, I'll break down each of these categories of “livin the dream”, explain how Investopedia came up with their numbers and see how that compares with your own personal definition of the American dream. Come on back tomorrow…where I'm starting at the beginning and the end. We'll talk about wedding and funeral costs.

Wall Street is experiencing a multi-week rally. Caleb Silver tells us where the economy is at as a pause is placed on tariffs.

Caleb Silver looks at Cava (CAVA) ahead of earnings out later today. He says the fast-casual restaurant chain is having a "good month, just not such a great year." Caleb highlights the importance of individual restaurant-level profit margins as consumers shop around for the best price. Later, he compares and contrasts CAVA to Chipotle (CMG) as both companies compete for a similar customer base. Tom White provides example options trades for both CAVA and CMG.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Colleen Paulson is a career consultant and the founder of Ageless Careers. Colleen has made numerous shifts throughout her career, starting her career as an engineer, production manager, and pricing analyst for two Fortune 50 companies (Procter & Gamble and FedEx). Colleen launched her writing business in 2006 and has served a wide range of clients including The Motley Fool and Investopedia. She has written and reviewed thousands of resumes, LinkedIn profiles, executive bios, and cover letters during her work as a Certified Professional Resume Writer and specializes in helping Gen X and Baby Boomer job seekers to find great jobs faster.https://www.agelesscareers.comhttps://www.linkedin.com/in/colleenmpaulson

Dr Boyce speaks on the shocking calculation made by Investopedia about emergency funds

In this episode of The Retirement Fiduciary Podcast, host Adam Koós interviews Sharad Mehta, the Founder and CEO of REsimpli, a revolutionary real estate software platform. Sharad shares his remarkable journey from working as an accountant to becoming a successful real estate investor and entrepreneur. After flipping over 800 properties and managing a portfolio of 60 free-and-clear rental units, Sharad realized the need for a more efficient way to run his business. This insight led him to develop REsimpli, an all-in-one software solution designed to streamline real estate investing by integrating marketing, lead management, accounting, and more. Sharad and Adam discuss the challenges of scaling a real estate business, the importance of building strong relationships, and why maintaining consistency is the secret to long-term success. Sharad also explains his philosophy of paying off properties instead of leveraging them, his preference for simple, repeatable systems, and how consistency in marketing efforts has been key to his success. Whether you're an aspiring investor or a seasoned pro, this episode provides valuable insights into scaling, systematizing, and maintaining profitability in real estate. Plus, Sharad explains why REsimpli has become an indispensable tool for real estate professionals nationwide.   Episode Highlights:   00:00 Welcome to The Retirement Fiduciary Podcast 00:28 Introducing Sharad Mehta: From Frustration to Innovation 01:30 The Journey to Real Estate Investing 03:21 Building a Real Estate Empire 03:30 Creating REsimpli: Solving Business Inefficiencies 06:01 Flipping Houses and Managing Rentals 14:03 Scaling the Business with Systems and Processes 18:24 Analyzing Property Investments 18:34 The Role of Agents and Contractors 20:32 Building Trust and Relationships 21:26 Challenges in Property Management 22:11 Introducing REsimpli: A Turnkey Solution 24:27 Consistency: The Key to Success 29:16 Navigating High Interest Rates 31:23 The Numbers Game in Real Estate 33:36 Conclusion and Contact Information Connect with Sharad Mehta and REsimpli: Website: REsimpli WebsiteFacebook: REsimpli FacebookLinkedIn: Sharad Mehta on LinkedInInstagram: REsimpli InstagramTwitter: REsimpli TwitterYouTube: REsimpli YouTube Channel More Resources from Libertas and Adam Koós Click below to check out The Retirement Fiduciary Podcast (both video and audio available!): https://www.libertaswealth.com/podcasts/   …and CLICK BELOW to subscribe to The Retirement Fiduciary Podcast on Apple!:  https://podcasts.apple.com/us/podcast/the-cash-podcast-with-adam-koos-cfp-cmt/id1029927148   Click below for Stock Market Updates SCREENCASTS: https://www.libertaswealth.com/educational-videos/   Check out Adam Koós and Libertas Wealth in the news!: https://www.libertaswealth.com/in-the-media/   Click below to READ more Educational ARTICLES: https://www.libertaswealth.com/educational-articles/   For more information on how to sell your company, and other Business Transition and Exit Planning education, head over to: https://www.elevateandexit.com   For more Real-Time Updates on the Economy and State of the Markets, Follow Adam Koós on Twitter @AdamKoos: https://twitter.com/AdamKoos   Or follow Adam and Libertas Wealth on Social Media: Facebook: https://facebook.com/libertaswealth Instagram: https://www.instagram.com/libertas.wealth Threads: https://www.threads.com/@libertas.wealth LinkedIn: https://www.linkedin.com/company/libertas-wealth Twitter: https://x.com/LibertasWMTiktok: https://www.tiktok.com/@libertaswealthmanagement   Libertas Wealth Management Group, Inc. 5003 Horizons Drive, Suite 200 Columbus, OH 43220 info@LibertasWealth.com www.libertaswealth.com (614) 543-1350 ---   Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He's been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America's top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.     *******   The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning.  While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio.  If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA's, as well as cash balance and other various retirement plans).   

The after-hour trading doesn't show it, but Investopedia's Caleb Silver says Apple (AAPL) and Amazon (AMZN) posted exceptional earnings. He says Apple doesn't show significant tariff impacts, adding that Amazon show some softness but remains an ecommerce and A.I. juggernaut. Caleb looks ahead to economic data he expects to spur future volatility.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Chef Kwame Onwuachi is one of the most influential and innovative chefs working today. A James Beard Award-winner, best-selling author, entrepreneur, and storyteller, Chef Kwame derives his inspiration from the world and the communities he grew up with in the Bronx, NY, and his never-ending educational journey through food, flavor and history. Our conversation took place at Future Proof CityWide in Miami Beach in March, as part of the Recipe for Innovation Live series from Invesco QQQ, in partnership with Investopedia and Food and Wine. Resources: https://www.invesco.com/qqq-etf/en/recipe-for-innovation.htmlhttps://www.tatiananyc.com/https://www.kwameonwuachi.com/https://www.foodandwine.com/author/ray-islehttps://futureproofhq.com/citywide/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Macro factors are often referenced in financial news and commentary. However, one may wonder if you can one create a strategy with these larger economic trends. In this episode, we explore macro trading, and the elements associated with the approach. Caleb Silver, Editor-in-Chief at Investopedia joins Cassidy Clement to discuss.

Investopedia's Caleb Silver says Chipotle (CMG) faces a "full burrito of problems." He believes the company is starting to see the effects of tariffs as it faces an uphill battle of in-store sales sliding as it builds hundreds of new stores. Don Nesbitt notes the company's cost cutting tactics as positives but agrees with Caleb on tariff woes that can be long-lasting.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Today on the podcast we welcome back Cullen Roche. Cullen is the founder and chief investment officer of the Discipline Funds, which manages the Discipline Fund ETF. In addition, he heads up Orcam Group, a registered investment advisory firm he established in 2012. He's authored several books, including Pragmatic Capitalism: What Every Investor Needs to Know About Money and Finance, and he has a new book coming out next year called Your Perfect Portfolio. Cullen started his career as an advisor at Merrill Lynch and worked at an event-driven hedge fund before starting his RIA firm. He received his bachelor's degree in finance from Georgetown University's McDonough School of Business. Cullen, welcome back to The Long View.BackgroundBioDiscipline FundsDiscipline Fund ETFPragmatic Capitalism: What Every Investor Needs to Know About Money and FinanceYour Perfect PortfolioTariffs and Recession“Let's Talk About Tariffs,” by Cullen Roche, disciplinefunds.com, Feb. 3, 2025.“Weekend Reading—How Did We Get Here?” by Cullen Roche, disciplinefunds.com, April 4, 2025.“Three Things—Tariffs, Of Course,” by Cullen Roche, disciplinefunds.com, April 7, 2025.“American Economic Association 2021-2022 Universal Academic Questionnaire Summary Statistics,” by Charles E. Scott and John J. Siegfried, jstor.org.“Three Things—Is a Recession Coming?” by Cullen Roche, disciplinefunds.com, Feb. 8, 2025.Defined Duration Investing“What Is Defined Duration Investing?” by Cullen Roche, disciplinefunds.com, Feb. 21, 2023.“Defined Duration Investing,” by Cullen Roche, paper.ssrn.com, Aug. 8, 2022.The Fed and Global Investing“Three Things—State of the Markets,” by Cullen Roche, disciplinefunds.com, Feb. 22, 2025.“Why Is International Investing Working Again?” by Cullen Roche, disciplinefunds.com, March 26, 2025.“Three Things—Weekend Reading,” by Cullen Roche, disciplinefunds.com, April 19, 2025.Other“Cullen Roche: Macro Is About Understanding the World for What It Is,” The Long View podcast, Morningstar.com, Jan. 11, 2022.Milton Friedman“NY Empire State Index: Meaning, Benefits, Example,” by Adam Hayes, Investopedia.com, June 30, 2022.William Bernstein's No-Brainer PortfolioMeb FaberThe Humble Investor, by Dan Rasmussen

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Cady North, Author and Founder of North Financial Advisors about changing the way we think about money and why we need to dare to dream big. In this episode we discussed:It takes courage to make big changes like taking a sabbatical or starting a business. Women are more intentional and tend to think longer term.You should be a partner with your client. Why you should help your clients learn about money so that they are empowered.Understand your money habits, ask yourself why you are making certain decisions. Take the time to review your employee benefits. Connect with Cady North:Cady North Website (here)North Financial Advisors Website (here)LinkedIn (here) Books: The Art of the Sabbatical: A Money and Mindset Guide for Your Next Work Break (Bookshop)The Resiliency Effect: How to Own Your Adversity to Act on Your Biggest Dreams (Bookshop) Resources mentioned:The Power of Compound Interest on The Get Ready Money Podcast (here)Kinder Institute of Life Planning (here) Investopedia (here)Bio: Cady North is a CERTIFIED FINANCIAL PLANNER™ professional, author, and entrepreneur. Her parents were small business owners, and she learned to balance a business checkbook by the age of 13. She spent more than a decade advising high-level executives of Fortune 500 companies while working for industry giants such as Bloomberg and Financial Executives International. In 2015, after a life-changing sabbatical, Cady took the leap to start a financial planning business, North Financial Advisors, helping women act on their biggest dreams and build resilience for the future. As an investment advisor, international public speaker and author, her work has been featured in Bustle, Business Insider, The Washington Post, and Forbes. Her book, "The Resiliency Effect" teaches us how to own our adversity to act on our biggest dreams. Her latest work, "The Art of the Sabbatical," is a money and mindset guidebook for taking a life-changing work break. She is also a Registered Life Planner® and has an MBA from Georgetown University and BA from The University of Texas at Austin.Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

 Investopedia Editor in Chief, Caleb Silver joins the show to talk about our current economic outlook and whether "stagflation" is right around the corner.

The current economic upheaval has lots of us scrambling for our glossaries and history books. Today on the show, the editor-in-chief of Investopedia walks us through three vocab terms — spanning topics from tariff history to market volatility — that are spiking on the website lately. Related listening:Did Trump enable insider trading? (Apple / Spotify)What's a moneyline bet anyway? (Apple / Spotify)Why tariffs are SO back (Apple / Spotify)For sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org.Fact-checking by Sierra Juarez. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter. Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

Universal life insurance can be confusing for clients. In this episode we break down the three main types and helpful tips for educating clients!     Read the text version   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: 5 Life Insurance Myths Your Clients May Believe: https://ritterim.com/blog/5-life-insurance-myths-your-clients-may-believe/ Get Your Portfolio Review: https://ritterim.com/portfolio/>/p> Identifying Ideal Clients for Universal Life Products: https://ritterim.com/blog/identifying-ideal-clients-for-universal-life-products/ Life Insurance for Each of Life's Stages: https://ritterim.com/blog/life-insurance-for-each-of-lifes-stages/ Register with Ritter: https://app.ritterim.com/public/registration/ The Complete Guide on How to Sell Final Expense Insurance FREE eBook Download: https://ritterim.com/final-expense-ebook/   References: Kagan, Julia. “Term Life Insurance: What It Is, Different Types, Pros and Cons.” Investopedia, Investopedia, https://www.investopedia.com/terms/t/termlife.asp. Accessed 18 Mar. 2025. Powers, Stephanie. “What Is Indexed Universal Life Insurance (IUL)?” Investopedia, Investopedia, https://www.investopedia.com/articles/insurance/09/indexed-universal-life-insurance.asp. Accessed 18 Mar. 2025.   Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and YouTube, https://www.youtube.com/user/RitterInsurance       Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel    Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/    Not affiliated with or endorsed by Medicare or any government agency.   

Caleb Silver is the Editor-in-Chief of Investopedia, a pivotal education resource for advisors and their clients. We sat down with Caleb at Future Proof Citywide to discuss financial education as an integral component to investing, particularly in the alternatives space. Caleb shares his insights on recent market volatility, the concerns of individual investors, and the crucial role that education plays in the client-advisor relationship.

Caleb Silver from Investopedia says American allies doing business with China is a possibility, but it would take a long time to get there.

Constellation Brands (STZ) reports earnings after the bell in a now-optimistic market after President Trump announced a near-universal 90-day tariff pause. Investopedia's Caleb Silver believes the company's heavy ties to consumers still puts its growth at risk. Caleb expects this quarter's earnings season for companies tied to the consumer discretionary space will generate headwinds for Constellation Brands' outlook.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Stock futures are down again before trading opens. Caleb Silver from Investopedia says tariffs are "one of those great experiments" and we don't know how it will wind up.

Investopedia's Caleb Silver considers Chipotle (CMG) a barometer for the consumer. He urges investors to watch price action once tariffs come into effect, as the fast casual company can measure the temperature of consumer sentiment ahead. Tom White offers a bullish example options trade in Chipotle and a neutral to bullish trade in McDonald's (MCD).======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Being America first has been a huge focus in the Trump Administration. This has been done by imposing tariffs on imports from other countries and more are expected to come done on Tuesday April 2. These sweeping tariffs have caused confusion and fear for many consumers…. So, what's the point of it all? Dave and Leah speak to Caleb Silver with Investopedia about President Donald Trump's "Liberation Day" and what revenue the U.S. will get from tariffs. Robert Spendlove, Senior Economist with Zions banks speak to more of the goal behind the tariffs and what history shows about their effectiveness.

  Do your clients know how versatile life insurance can be? Educate them about tax advantages and other ways life policies can help save money in the long run!   Read the text version   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.    Resources: Diversify Your Insurance Portfolio & Reap Rewards: https://lnk.to/asg651 Secure a Bigger, Better Business with Ancillary Products: https://ritterim.com/blog/secure-a-bigger-better-business-with-ancillary-products/ Signs It's Time to Expand your Insurance Portfolio & Make the Move: https://ritterim.com/blog/signs-its-time-to-expand-your-insurance-portfolio-and-make-the-move/  The Advisor Approach: Cross-Selling by Fact-Finding: https://lnk.to/PFzk9L The Top 5 Products to Sell During Medicare's Lock-In Period: https://ritterim.com/blog/the-top-5-products-to-sell-during-medicares-lock-in-period/#med-supp-underwriting-guide   References: Lambert, George D. “A Look at Single-Premium Life Insurance.” Investopedia, Investopedia, https://www.investopedia.com/articles/pf/05/singlepremlife.asp. Accessed 17 Mar. 2025. “Estate Tax.” IRS, Internal Revenue Service, https://www.irs.gov/businesses/small-businesses-self-employed/estate-tax. Accessed 17 Mar. 2025. Reynolds, Paul. “Estate Taxes: Who Pays? And How Much?” Investopedia, Investopedia, https://www.investopedia.com/articles/personal-finance/120715/estate-taxes-who-pays-what-and-how-much.asp. Accessed 17 Mar. 2025. Wells, Sara A. “IRS Announces Increased Gift and Estate Tax Exemption Amounts for 2025.” Morgan Lewis, 24 Oct. 2024, https://www.morganlewis.com/pubs/2024/10/irs-announces-increased-gift-and-estate-tax-exemption-amounts-for-2025. Brooks, Ashlyn. “Is Life Insurance Taxable?” Bankrate, 11 Feb. 2025, https://www.bankrate.com/insurance/life-insurance/life-insurance-taxes/. “Life Insurance & Disability Insurance Proceeds.” Internal Revenue Service, IRS, https://www.irs.gov/faqs/interest-dividends-other-types-of-income/life-insurance-disability-insurance-proceeds. Accessed 17 Mar. 2025. Gudema, Jonathan. “Understanding Probate: A Comprehensive Guide to the Probate Process.” Planned Giving Marketing Trusted Authority | Official Site, 12 Mar. 2025, https://www.plannedgiving.com/understanding-probate-a-comprehensive-guide-to-the-probate-process/. Randolph, Mary. “What Assets Must Go through Probate?” Www.Alllaw.Com, All Law, 6 June 2023, https://www.alllaw.com/articles/nolo/wills-trusts/what-assets-go-through-probate.html.   Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance       Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel    Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/  Not affiliated with or endorsed by Medicare or any government agency. 

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Misty Lynch, CEO of Sound View Advisors, podcast and reality tv show host about changing the way we think about our relationship with money,In this episode we discussed:Be accepting of the way things are. Don't let labels hold you back, it's important to not think of things as good or bad. Question your beliefs. Couples should be open minded about what's important to each other.How to overcome fear with our money. Ask yourself what's the worst case scenario? It's oftentimes not that bad. Misty Lynch, CFP® is the CEO of Sound View Financial Advisors. Misty helps busy business owners and executives handle finances (and life) with confidence using financial planning, investment management, and money mindset coaching strategies. Misty hosts the reality TV series Heartbroke and the weekly podcast Demystifying Money. She is a personal finance expert and a resource for media outlets including The New York Times, Cosmopolitan, CNBC, CNN, Investopedia, Real Simple, Student Loan Hero and many others. Investopedia named her one of the Top 100 Financial Advisors in 2021 and US News and World Report named her one of the 9 Women in Finance to Follow "because sometimes you need life advice, not just financial advice".Connect with Misty Lynch:Website:https://mistylynch.comLinkedIn: https://www.linkedin.com/in/mistylynch/Sound View Advisors Website: https://www.soundviewadvisors.comBooks:Demystifying Money: Permanently Reprogram Your Money Mindset to Achieve the Wealth and Success You Deserve (Amazon) https://amzn.to/497aQwuPodcast:Demystifying Money Podcast: https://mistylynch.com/podcast/TV Series:Heartbroke: https://mistylynch.com/heartbroke/Resources mentioned:Monarch Money (money management app): https://www.monarchmoney.comBrightfin (budgeting/spending app): https://brightfin.ioSupport the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Caleb Silver, editor-in-chief at Investopedia, says that uncertainty is kryptonite to investors and he worries that the longer current worries about tariffs, inflation, recession and more drag out, the more people could stop believing in long-term investing and stop their "relentless bid" where they put money into retirement plans with every paycheck. The market will keep going — perhaps slower, and possibly with a bear market and a possible recession — so long as the money keeps flowing, and he sees that stemming the tide of any declines. That is one of four interviews from FutureProof Citywide in Miami Beach this week; Chuck also chats about the markets with Don Calcagni, chief investment officer at Mercer Advisors, and Tim Holland, chief investment officer at Orion. Plus, after Todd Rosenbluth, the head of researchat VettaFi makes a Vanguard quality-based fund his ETF of the Week, Chuck finds longtime friend and former Money Life regular Tom Lydon at the conference and they catch up on other developments in the ETF world.

Justin Goodbread has spent the last three decades immersed in the world of business, building, growing, and successfully exiting multiple ventures, achieving deca-millionaire status before the age of 40. Now, he dedicates his time to empowering other business owners, providing a proven system to increase profitability, expand impact, and regain control of their lives. Beyond his personal success, Justin is a respected keynote speaker, bestselling author, and coach, specializing in guiding financial advisors to rapidly scale their businesses to seven, eight, or nine-figure transferable values. He is also a dynamic business educator, serial entrepreneur, YouTube personality, and top podcast host, further amplifying his reach and influence. In 2016, Justin launched FinanciallySimple.com, an educational platform designed to empower and educate small business owners. This initiative served as the foundation for his successful podcast, insightful blog posts, and engaging YouTube channel. His approachable style and ability to simplify complex business concepts quickly garnered attention, establishing him as an industry leader. This recognition led to high-demand speaking engagements and mentorship opportunities, with features in prominent publications such as Forbes, Kiplinger, and Yahoo! Finance. Leveraging his extensive entrepreneurial experience, Justin shares invaluable insights to help others replicate his success. He has also authored two bestselling books, "The Ultimate Sale" and "Your Baby's Ugly," both of which have received critical acclaim and bestseller status. Justin's contributions have earned him numerous accolades, including the 2021 Exit Planning Thought Leader, the 2022 Peter Christman Exit Planner of the Year Award, and induction into the 2024 Exit Planning Circle of Excellence. He has also been recognized five times as one of Investopedia's Top-100 Most Influential Advisors and featured as a Forbes Southeastern Leader. Beyond his professional achievements, Justin is a devoted husband and father, residing on a hobby farm with his family. He is an avid outdoorsman, enjoying activities like camping, fishing, hunting, and scuba diving, and is also a talented musician. His life is a testament to the balance between professional achievement, personal fulfillment, and a deep connection to family and nature. For More Info: https://www.youtube.com/c/FinanciallySimple https://www.instagram.com/justingoodbread/

Every client has a unique set of needs. In this episode, we're looking at how to work with clients who have a power of attorney or are under a conservatorship. Listen to learn how these circumstances affect enrollment, and how you can assist the process!    Read the text version     Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.    Register with Ritter Insurance Marketing: https://app.ritterim.com/public/registration/     Elder Abuse Prevention & Resources    Resources: How to Help Clients Navigate ACA Marketplace Subsidies & Taxes: https://lnk.to/Lw5Dmc   How to Stay Compliant During All Medicare Sales: https://lnk.to/41gE4C   Where It All Begins: Obtaining Permission to Contact for Medicare Sales: https://ritterim.com/blog/where-it-all-begins-obtaining-permission-to-contact-for-medicare-sales/  Why Are Part D Prescription Drug Plans So Different? https://ritterim.com/blog/why-are-part-d-prescription-drug-plans-so-different/     References: “Authorization to Disclose Personal Health ...” Centers for Medicare & Medicaid, https://www.cms.gov/medicare/cms-forms/cms-forms/downloads/cms10106.pdf. Accessed 14 Feb. 2025.   “Britney Spears's Conservatorship Terminated after Nearly 14 Years.” The Guardian, Guardian News and Media, 12 Nov. 2021, https://www.theguardian.com/music/2021/nov/12/britney-spears-conservatorship-terminated.  “Conservatorship and Guardianship.” Family Caregiver Alliance, https://www.caregiver.org/resource/conservatorship-and-guardianship/. Accessed 19 Feb. 2025.  Kenton, Will. “Conservatorship Definition, How It Works, Types, Alternatives.” Investopedia, Investopedia, https://www.investopedia.com/terms/c/conservatorship.asp. Accessed 14 Feb. 2025.   “Elder Abuse Statistics.” Justice.Gov, U.S. Department of Justice, https://www.justice.gov/file/970666/dl?inline=. Accessed 14 Feb. 2025.   “Financial Exploitation Resources.” Financial Exploitation Resources | Department of Aging | Commonwealth of Pennsylvania, Commonwealth of Pennsylvania, https://www.pa.gov/agencies/aging/aging-programs-and-services/advocacy-education-protection/financial-exploitation-resources.html. Accessed 14 Feb. 2025.   “GAO-10-1046 Highlights, Guardianships.” GAO.Gov, United States Government Accountability Office, https://www.gao.gov/assets/gao-10-1046-highlights.pdf. Accessed 14 Feb. 2025.   “Get the Facts on Elder Abuse.” NCOA, National Council on Aging, https://www.ncoa.org/article/get-the-facts-on-elder-abuse/. Accessed 14 Feb. 2025.   “New California Law Limits Conservatorships after Britney Spears Saga.” Mortensen & Reinheimer, PC, Mortensen & Reinheimer, PC, https://www.ocestateplanning.net/law-blog/2023/january/new-california-law-limits-conservatorships-after/. Accessed 14 Feb. 2025.   “Power of Attorney.” AmericanBar.Org, American Bar Association, https://www.americanbar.org/groups/real_property_trust_estate/resources/estate-planning/power-of-attorney/. Accessed 19 Feb. 2025.  “Rules and Model Language for Proof of Representation Vs ...” Centers for Medicare & Medicaid, https://www.cms.gov/files/document/por-vs-ctrpdf. Accessed 14 Feb. 2025.   “Using a Power of Attorney to Enroll a Beneficiary in a Medicare Drug Plan.” ElderLawAnswers for Attorneys - Affordable Content Marketing for Busy Elder Law Attorneys, ElderLawAnswers for Attorneys, https://attorney.elderlawanswers.com/using-a-power-of-attorney-to-enroll-a-beneficiary-in-a-medicare-drug-plan-6414. Accessed 14 Feb. 2025.   “What is a medical power of attorney.” FreeWill, https://www.freewill.com/learn/what-is-a-medical-power-of-attorney/. Accessed 19 Feb. 2025.  Firm, The Karp Law. “Your Power of Attorney Is Not Enough for Medicare, Social Security.” Karp Law Firm, https://karplaw.com/your-power-of-attorney-is-not-enough-for-medicare-social-security/. Accessed 14 Feb. 2025.     Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X (fka) Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance      Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel    Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/  Not affiliated with or endorsed by Medicare or any government agency. 

Investopedia's Caleb Silver poses the question to investors considering Docusign (DOCU) for their portfolios: "can I invest in Docusign as a utility?" He argues the company shows signs of slowing growth but notes the foundation for its long-term holds. Scott Berg also believes in the long-term bull case for Docusign. He wants to see traction for the company's contract work.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Costco (COST) reports earnings at the close, and Keith Fitz-Gerald considers the company a portfolio hold despite its high valuation. In-store and e-commerce growth are two metrics he expects to win investors over. Investopedia's Caleb Silver will watch for Costco's churn rate with tariffs expected to impact the company's outlook.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Investopedia, one of the world's leading sources of financial content on the web, took a look at 10 ways cybercrime is affecting businesses today. The reputational impact of these incidents can outlast all other consequences, affecting an organization's relationships with customers, partners, and investors. In this episode, host Paul John Spaulding is joined by Steve Morgan, Founder of Cybersecurity Ventures and Editor-in-Chief at Cybercrime Magazine, to discuss. The Cybercrime Magazine Update airs weekly and covers the latest news, interviews, podcasts, reports, videos, and special productions from Cybercrime Magazine, published by Cybersecurity Ventures. For more on cybersecurity, visit us at https://cybersecurityventures.com

Investopedia's Caleb Silver turns to the A.I. trade and the power of retail investors. He says people are buying Big Tech dips like Nvidia (NVDA), Tesla (TSLA) and Palantir (PLTR). However, Caleb believes there's a rising tide of investors with their eyes on small caps to get ahead of the next trend, as seen with BigBear.ai (BBAI), Rigetti Computing (RGTI) and Soundhound (SOUN).======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

CP The Fanchise is joined by Caleb Silver, editor-in-chief of Investopedia to dish on the business of the New York Knicks. Key topics include: The $$$ Behind the All Star Game Player payouts per round The impact of the new TV deal NBAs most valuable teams - per CNBC Knicks 2nd half expectations Use code KFTV at UnderdogFantasy.com for $1000 bonus cash + Free pick - https://play.underdogfantasy.com/p-knicks-fan-tv Use code KFTV10 for 10% off your SeatGeek order*. https://seatgeek.onelink.me/RrnK/KFTV10 $20 max discount Bet $5 at DraftKings https://sportsbook.draftkings.com to get $200 in bonus bets instantly! with code KFTV - Appstore - https://apple.co/4fjSA4K - Google Play - https://bit.ly/kftvdk2 Get $5 off the Mando Whole Body Deodorant Starter Pack using our code KFTV at https://shopmando.com Use code KFTV at Manscaped https://manscaped.com For 20% Off + Free Shipping. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Retirement planning continues to evolve and is becoming more complex. Abe Abich discusses the 3 things that need to be done to achieve a comfortable retirement: 1) Maxing out your retirement accounts. 2) Accurately assess your expenses. 3) Having a solid income plan in place. A recent report by Investopedia suggests that accomplishing the American dream in retirement could cost $4.4 million, with retirement alone making up nearly 40% of this figure. Abe addresses these numbers and breaks down the various factors retirees need to focus on. Schedule your complimentary appointment today: TheRetirementKey.com Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Caleb Silver of Investopedia breaks down their latest investor sentiment survey. “They've curbed their enthusiasm” since the election because of uncertainty, he says. “They're really concerned about tariffs and inflation,” with tariffs #1 on the list. NVDA, AAPL, MSFT, META, and TSLA stay very popular short and long-term.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Credit default swaps are a complex topic in the derivatives market. They were a hot topic in 2008, as they were usually part of the conversation with mortgage-backed securities. In this episode, we are joined by Caleb Silver, Editor-in-Chief at Investopedia. We explore some of the foundational aspects associated and discuss the part these products play in the market.

The Liquidity Event https://entreprenudist.com/liquidity   Investopedia describes a liquidity event as an acquisition, merger, initial public offering (IPO), or other action that allows founders and early investors in a company to cash out some or all of their ownership shares. An exit strategy for an illiquid investment. Join us for an afternoon of refined networking at our Liquidity Event. This exclusive event will bring together a distinguished group of Business Owners, Franchise Owners, Business Suppliers, Company Decision Makers, and Investors. Franchise Insights

Send us a textOn the latest episode of The Get Ready Money Podcast, I spoke with Barry Fisher, CEO of Blaze 'n' Bear Insurance Services and host of the Protecting What Matters radio show about changing the way we think about money and protecting what matters.In this episode we discussed:Why long term care planning is an essential part of financial planning. How advisors can start to have conversations on long term care planning. Why long term care insurance is just part of the puzzle - it's a funding mechanism.The future of long term care insurance. How business valuations help with succession planning. Barry J. Fisher is the CEO of Blaze ‘n Bear Insurance Services, Inc. a firm dedicated to helping small and medium sized business owners achieve financial success by concentrating on matters pertaining to business continuation, succession and estate planning.  Blaze ‘n Bear's business valuation service is the centerpiece of its planning practice. In 1999 Barry co-founded the American Association for Long Term Care Insurance (“AALTCI”).  As AALTCi's first president, Barry helped create the Long-Term Care Professional (“LTCP”) designation.  He is also past-president of the California Association of Health Underwriters (2001) and Chairman of CAHU-PAC (2004-2006) where he helped raise over $1,000,000 for political advocacy. Barry has served on the California Department of Insurance (“CDI”) Curriculum Board and on various CDI workgroups pertaining to legislation and insurance agent education. He is also a Past Chairman of the ILTCI Conference and served on the Society of Actuaries Long-Term Think Tank. He has been a frequent contributor to industry publications on a wide range of insurance and legislative topics and is a sought-after speaker at industry events.Barry hosts a weekly 90-minute radio broadcast on KPRL (1230AM) called “Protecting What Matters”, and supports a number local & national charities and organizations dedicated to creating better communities.Connect with Barry Fisher:Website (here).LinkedIn (here).Radio Show:Protecting What Matters Radio Show (here).Mentioned on this episode:Investopedia: www.investopedia.comReal Clear Politics: Realclearpolitics.comPlanning for Long-Term Care survey findings (Lincoln)Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Melissa Brock is a college money expert, freelance writer, and full-time financial editor covering higher education, investing, personal finance, mortgages, college savings, insurance and more. She develops SEO plans for companies and has written SEO content for Investopedia, The Balance, HigherEducation, Rocket Mortgage, Breeze, Personal Capital, The Journal of College Admission, UNest, College Ave, College Finance, Niche, Benzinga, The Simple Dollar, Bankrate, Wealthsimple and more. She also developed her website, College Money Tips, to help families navigate the college journey.In this episode, Melissa shares tips for using blogging and SEO for business growth in 2025. She unpacks her journey from journalism to establishing her SEO-centric blog and business, College Money Tips. Tune in for insights on keyword research, building domain authority, and leveraging organic content to attract clients. Melissa also covers the importance of having a blogging strategy, the use of AI in content creation, and the role of backlinks. Whether you're a beginner or looking to enhance your blogging efforts, this episode provides so many great tips and strategies to help you succeed!Connect with Melissa Brock:collegemoneytips.comcollegemoneytips.lpages.co/6secretsinstagram.com/melissa.brockKey Takeaways:(03:05) Melissa's journey into the world of blogging and SEO(04:55) Starting College Money Tips and offering one-on-one services(07:35) The purpose of using SEO for blogging success(10:10) SEO tools and strategies for beginners(14:25) Backlinks and domain authority(22:15) Structuring content trees(29:25) How Melissa balances blogging and client workDon't forget to grab the FREE Teacher Biz Starter Guide! teacherbiz.com/StartConnect With Heather:teacherbiz.com/aboutinstagram.com/teacherbiz

The online financial website Investopedia compiles an annual list of the top ten financial terms that drew the most interest from their audience. The 2024 list covers familiar concepts like inflation and tariffs, as well as more niche terms like moneyline bets and stock splits. Today, we visit the highlights of 2024 in economic terms. The 2024 Investopedia Terms of the YearRelated episodes:The Indicator's bet on the Super Bowl How Trump's tariffs plan might workThe tower of NVIDIAFor sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org.Fact-checking by Sierra Juarez. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter. Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

Caleb Silver with Investopedia notes that eight of eleven sectors in the S&P 500 revised guidance lower for 2025. Information technology and consumer discretionary, two of the most-traded sectors, are in the list. He urges "a little bit of caution" for investors this year even as the market trades above its 200-day SMA. Caleb talks about the CES 2025 highlights that include products from Nvidia (NVDA) and Amazon (AMZN). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Welcome to THE TINY 10ISH, a new micropodcast by 10ish Podcast! The Tiny 10ish features Nick Emel going over a Top 10ish List in short order, along with fun facts and trivia—all in 10 minutes or less per episode.   On this edition of The Tiny 10ish, Nick Emel walks through history's Top 10 Most Expensive Divorces, as ranked by Investopedia (based on publicly available divorce settlements). WATCH A FULL VIDEO VERSION OF THIS EPISODE: https://www.youtube.com/watch?v=ELKIABvXVd0   What did you think of this episode? Let us know how you did by tagging us on social media @10ishPod (links below), or send an email to Nick at 10ishpod@gmail.com. ------------------------------------------- Listen to all Tiny 10ish episodes – and all 10ish Podcast episodes – EARLY and AD-FREE.   Plus – exclusive bonus content, blooper reels, The Book Buster, access to our private Discord channel, and more.   Get a FREE 7-day trial at https://www.10ishpod.com/plus, or at the top of our page on Apple Podcasts. ------------------------------------------- NEWSLETTER: https://www.10ishpod.com/newsletter MERCH: https://www.10ishpod.com/merch REDDIT: https://www.reddit.com/r/10ishPod TIKTOK: https://www.tiktok.com/@10ishpod X (Twitter): https://www.x.com/10ishpod INSTAGRAM: https://www.instagram.com/10ishpod ------------------------------------------- Learn more about your ad choices. Visit megaphone.fm/adchoices

Caleb Silver with Investopedia calls 2024 a year for A.I. thanks to leaders like Nvidia (NVDA) and Palantir (PLTR), along with Bitcoin and high-beta investments. He expects those trends to continue. In the A.I. trade, Caleb says advancements in quantum computing offer new opportunities for companies to expand their margins. A crypto-favorable administration offers chances for Bitcoin and other stable coins to expand their reach. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

On this TCAF Tuesday, Josh Brown is joined by Jeffrey Sonnenfeld to discuss: President Trump's economic policies, his relationship with the business community, the impact of tariffs, deregulation, and much more! Then, at 40:20 hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick with a special appearance by Caleb Silver, Editor in Chief at Investopedia! This episode is sponsored by Public! Visit: https://public.com/wayt and lock in a 6% or higher yield with a Bond Account. WAYT survey: https://www.surveymonkey.com/r/ZH7WNM7 Sign up for The Compound newsletter and never miss out: https://www.thecompoundnews.com/subscribe Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ Public Disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Investopedia is out with the Top Ten Terms of the Year, our list of the most searched terms, trends and themes by our millions of readers throughout 2024. Kyla Scanlon, financial educator and the author of "In This Economy", rejoins The Express to break down the top ten, and share her predictions for 2025's top terms. Plus, there are even more reasons to be Bullish as stocks and risk assets hit all-time highs. LINKS FOR SHOW NOTES https://www.investopedia.com/the-2024-investopedia-terms-of-the-year-8754569 https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8757265 https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_120624A.pdf https://www.amazon.com/This-Economy-Money-Markets-Really/dp/0593727878/ref=sr_1_1? https://www.instagram.com/kylascan/?hl=en Learn more about your ad choices. Visit podcastchoices.com/adchoices

Our guests this week are Tom Idzorek and Paul Kaplan. This is Tom's second appearance as a guest and Paul's first. Tom is chief investment officer of retirement for Morningstar Investment Management. He also serves as a member of Morningstar's 401(k) Committee, Public Policy Council, Global Investment Committee, US Investment Policy Committee, and the Editorial Board of Morningstar Magazine. Before retiring in 2023, Paul was director of research for Morningstar Canada and a senior member of Morningstar's Global Research Team. He led the development of many of the quantitative methodologies behind Morningstar's fund analysis, indexes, advisor tools, and other services. Tom and Paul are accomplished researchers and authors, having individually published or collaborated on numerous academic papers, accepted to prestigious peer-reviewed journals, and their work has received numerous awards through the years. In today's interview, we're focusing on one of their recent collaborations, their new book, Lifetime Financial Advice: A Personalized Optimal Multilevel Approach.BackgroundTom Idzorek Bio“Tom Idzorek: Exploring the Role of Human and Financial Capital in Retirement Planning,” The Long View podcast, Morningstar.com, June 7, 2022.Paul Kaplan BioLifetime Financial Advice: A Personalized Optimal Multilevel Approach, by Tom Idzorek and Paul KaplanLifetime Financial Advice“Joining Lifecycle Models With Mean-Variance Optimization,” by Tom Idzorek and Paul Kaplan, papers.ssrn.com, Oct. 19, 2023.Lifetime Financial Advice Book Club Series“Personalized Multiple Account Portfolio Optimization,” by Tom Idzorek, Financial Analysts Journal, June 29, 2023.“The Popularity Asset Pricing Model,” by Tom Idzorek, Paul Kaplan, and Roger Ibbotson, papers.ssrn.com, Oct. 26, 2021.“Popularity: A Bridge Between Classical and Behavioral Finance,” by Roger Ibbotson, Tom Idzorek, Paul Kaplan, and James Xiong, Research Foundation, Dec. 10, 2018.“ESG Investing and the Popularity Asset Pricing Model (PAPM),” by Tom Idzorek, blogs.cfainstitute.org, Feb. 1, 2024.OtherMilton FriedmanFranco ModiglianiPaul SamuelsonRobert MertonRichard ThalerDaniel KahnemanRoger IbbotsonJames Xiong“Modern Portfolio Theory: What MPT Is and How Investors Use It,” by the Investopedia team, Investopedia.com, Aug. 29, 2023.

Our guests this week are Jim Murphy and Charlie Hill of T. Rowe Price's Municipal Bond Investment Team. Jim leads the team and is portfolio manager for several high-yield muni strategies. Charlie, who has been at T. Rowe since 1991, manages several short and intermediate term municipal-bond funds. Morningstar's manager research team rates T. Rowe Price's municipal bond capability highly with several strategies carrying Gold medalist ratings.BackgroundJim Murphy BioT. Rowe Price Tax-Free High Yield PRFHXT. Rowe Price Tax-Free High-Yield Advantage PATFXCharlie Hill BioT. Rowe Price Tax-Free Short-Intermediate PRFSXT. Rowe Price Tax-Free Short-Intermediate 1 TTSIXMunicipal Bonds“Reasons to Fall in Love With Municipal Bonds Right Now,” by Amey Stone, barrons.com, July 28, 2023.“It's Been a Poor Year so far for Municipal Bonds,” by Tim Gray, nytimes.com, July 18, 2022.“3 Tax-Free Funds That Are Gems,” by Russel Kinnel, Morningstar.com, Sept. 11, 2024.“Muni-Bond Niche Defies Sales Slump as Banks Seize on Cheap Rates,” by Nic Querolo and Sri Taylor, fa-mag.com, Oct. 22, 2021.“Municipal Bonds: Where to Find Opportunities in a Volatile Market,” by Elizabeth Foos, Morningstar.com, Aug. 6, 2024.Other“Build America Bonds (BABs): Types, Restrictions, Vs. Other Bonds,” by James Chen, Investopedia.com, June 8, 2022.“Ed Slott: What Investors Need to Do Before the Tax Cut and Jobs Act Expires,” Interview with Christine Benz and Ed Slott, Morningstar.com, Feb. 6, 2024.Texas Permanent School FundFinancial Oversight and Management Board for Puerto Rico

Investopedia recently published a report stating they expect the average annual return over the next decade to shrink. It sure sounds a lot like what Vanguard said at the end of 2021. But were they right? Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Subscribe on YouTube for early access and go beyond the podcast Connect with us on social media for more content Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.