Podcasts about lpl financial

Dr. Jeffrey Roach, Chief Economist for LPL Financial analyzes central banks' continued shift towards gold, recent developments regarding C&I loans, and the nuances of consumer buying patterns. Tracking: #1120572

The Moneywise Radio Show and Podcast Friday, June 12th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Amy Travis, President/CEO of Kern Community Foundation website: https://www.kernfoundation.org/ facebook: https://www.facebook.com/kernfoundation phone: 661.325.5346 The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Amy Travis and The Kern Community Foundation are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

The Moneywise Radio Show and Podcast Thursday, June 11th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Kyle Jones, Law Offices of Kyle Jones  website: https://www.kwjoneslaw.com/ phone: 661-833-1090  The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Kyle Jones and The Law Offices of Kyle Jones are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

The market recently returned to all-time highs, but many investors remain surprisingly cautious. In this episode, Roger, Steve, and Casey discuss what's driving the rally, the growing influence of AI, why so much money is still sitting in cash, and what investors should watch as markets continue to climb. They also explore the disconnect between Wall Street and Main Street, including the ongoing impact inflation is having on household finances.   Check Out Our Investor Guide Series: https://www.premieriwm.com/investor-guides  Get started on your path to financial freedom: www.premieriwm.com  Host: Roger Abel, AIF Co-Host: Elias Randel Co-Host: Steve Hough, CFP Producer: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your attorney, accountant, and financial or tax advisor prior to investing. Premier Investments & Wealth Management and LPL Financial do not provide tax advice, please consult your tax professional. Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal. Dollar cost averaging involves continuous investment in securities regardless of fluctuations in price levels. Investors should consider their ability to continue purchasing through periods of low price levels. Such a plan does not assure a profit and does not protect against loss in declining markets. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

The Moneywise Radio Show and Podcast Wednesday, June 10th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Kris Tiner, Trumpet Artist, Composer, Professor of Music & Director of Jazz Studies at Bakersfield College website: https://kristiner.com/ New Album "Sung" https://orendarecords.bandcamp.com/album/sung instagram: @kris.tiner The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Kris Tiner and Bakersfield College are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

Inflation can feel like an invisible thief. Your groceries cost more, your budget feels tighter, and your retirement plan may need to stretch further than expected.   In this episode of Women and Wealth, Regina breaks down 10 key things to understand about inflation, from why prices rise to how the Federal Reserve uses interest rates to slow things down. She also explains why prices do not always fall back to where they were, why deflation can create its own problems, and how inflation can affect your long-term portfolio and retirement lifestyle.   Episode Highlights:   0:00 - Intro 0:31 - A simple way to understand inflation 1:14 - What inflation actually means 2:29 - Why inflation keeps making headlines 3:59 - How inflation impacts daily life 5:06 - The Fed's role in managing inflation 5:59 - How higher interest rates help slow demand 8:04 - Why prices do not always come back down 9:28 - The risk of deflation 10:37 - Inflation through history 11:44 - How inflation can impact your portfolio 14:21 - Why inflation matters in retirement planning 15:29 - Action item and episode wrap-up   ABOUT REGINA MCCANN HESS   Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero.  As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.     Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News.  She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.   As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth.  She focuses on educating her clients while building long-term relationships with them and their families.  Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals. CONNECT WITH REGINA   Website: https://www.forgewealth.com LinkedIn: https://www.linkedin.com/in/reginamccannhess/ Facebook: https://www.facebook.com/ForgeWealth Instagram: https://www.instagram.com/forgewealthmanagement/ YouTube: https://www.youtube.com/@ForgeWealth Email: reginahess@forgewealth.com Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org   Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.   For a list of states in which I am registered to do business, please visit www.forgewealth.com.

Are your money habits secretly holding you back from true financial freedom? Have you ever wondered why you can't create the wealth, ease, or security you expected? What if the problem isn't your numbers — but your alignment?If so, check out The Amy Edwards Show for the full episode: https://youtu.be/VPMjSMpZB1M?si=nHEcVKr96-jc1IqaDiscover the power of a heart-centered approach! Join my free workshop where you'll share your challenges and gain valuable insights to move forward. Sign up for the workshop here: https://www.impactyourlifenow.com/impact-workshop-registration-evergreen-socialsGet my audio book! https://www.impactyourlifenow.com/ayw-book-order-pageThe Four Spiritual Laws of Money: https://www.impactyourlifenow.com/the-4-spiritual-laws-of-moneyJoin Julie on her mission to heal the world financially.Julie Murphy CLU, ChFC, CFP®, is an independent CERTIFIED FINANCIAL PLANNER™, author, and media expert who wants you to heal your emotions to prosper financially and in life.To Schedule Julie on Your YouTube or Podcast Show... Please email Julie at Julie@JulieMurphy.comhttps://juliemurphy.com/Join our community on social media!http://facebook.com/AwakenWithJuliehttps://www.tiktok.com/@awakenwithjuliehttp://Instagram.com/AwakenWithJuliehttps://www.youtube.com/c/JulieMurphyhttps://anchor.fm/juliemurphyhttp://Twitter.com/AwakenWithJuliehttps://www.linkedin.com/in/juliemariemurphyTOO MANY PEOPLE HAVE FEARS AND OTHER UNHEALTHY EMOTIONS AROUND MONEY. Whether you were born rich, poor, or somewhere in between, money has always been an integral part of your life. However, too many people have fears and other unhealthy emotions around money. These debilitating beliefs are often subconscious, shaped by a lifetime of early experiences seen through other people—not based on objective reality. So can you break free from these restrictive beliefs and emotions, be able to “dream big,”—and actually accomplish your hopes and dreams? The answer is yes: Now, there is a way to harness the powerful energy around money and build real wealth.Beyond Your Wildest Dreams, LLC has no affiliation with LPL Financial, Sequoia Wealth Management, or JMC Wealth Management, Inc.

In this episode of Financial Clarity for Doctors, hosts Corey Janoff and Rachelle Vanderzanden talk through some stock market noise.  It's hard to know when to listen to headlines and what information to heed.  What we listen to as investors and what the movers and shakers listen to may be very different. Discussion in this episode include: The focus of retail investors, including local news, conflicts, prices close to home, and talking heads like Ray Dalio. For individual investors, it's hard to look past the noise to see if the fundamentals are sound for investing. The focus of institutional investors including earnings/profits, interest rates, and taxes. Generally, if companies are making money, big investors are happy to hold stock in those companies despite other happenings in the world. Our expectation of how the stock market will perform and how it does perform are often very different. As always, focus on your long-term strategy!  Trying to use information in the short-term to make decisions about your long-term investments can often be counterproductive.  You can end up selling due to fear and then missing out on gains.  No ones wants that! For more financial planning tips from Corey and Rachelle, find them on social media! LinkedIn: @CoreyJanoff; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.  Finity Group, LLC is a separate entity from LPL Financial.  Citations: Dalio, Ray.  New York Times. A Legendary Investor on How to Prevent America's Coming ‘Heart Attack'. Published May 7, 2026. Earnings reports pulled from Google AI Overview.

The Moneywise Radio Show and Podcast Monday, June 8th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Alex Fisher, Director of Communications for SISC (Self-Insured Schools of California)  website: https://sisc.kern.org/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Alex Fisher and Self-Insured Schools of California are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

Market Strength Remains Concentrated One of the most important developments in the market this year has been the concentration of returns within a relatively small portion of the S&P 500. An analysis of sector performance reveals that technology stocks have once again emerged as the primary driver of market gains over the past several weeks, reestablishing themselves as the market’s leadership group. Technology now represents approximately 39% of the S&P 500, making its performance increasingly important to the overall direction of the index. As a result, investors should pay close attention to valuations and earnings growth within the sector, as weakness in technology could have an outsized impact on broader market returns. Last fall provided an encouraging example of market resilience, as other sectors stepped in to offset periods of weakness among technology companies. Whether that dynamic can repeat itself remains an important question for the remainder of the year. The growing influence of technology is largely tied to a handful of exceptionally profitable companies. The so-called “Magnificent Seven” now account for more than one-third of the S&P 500’s total market capitalization and continue to generate earnings growth far above the rest of the market. In the first quarter, these companies delivered earnings growth of 63.2%, roughly four times the growth rate achieved by the other 493 companies within the index. Corporate profitability more broadly has also remained remarkably strong. During the first quarter, S&P 500 companies retained nearly 15 cents of profit for every dollar of revenue generated. According to available data, that represents the highest profit margin recorded since tracking began in 2009 and is more than double the long-term average dating back to 1946. These trends suggest that while market leadership remains narrow, the underlying earnings environment continues to provide meaningful support for equities. Going forward, monitoring sector performance and return dispersion across the market will be critical in identifying opportunities and determining whether portfolio adjustments become necessary. A New Federal Reserve Chair Takes the Stage While market fundamentals remain strong, investors are also preparing for a major leadership transition at the Federal Reserve. Kevin Warsh is set to assume the role of Federal Reserve Chair, and his first meeting leading the Federal Open Market Committee will take place next week. Historically, markets have paid close attention to the early actions of a new Fed Chair, often reacting with heightened volatility as investors assess potential changes in policy direction. Historical data shows that market performance following a new Chair’s first meeting has frequently been challenged. On average, the market has experienced modest declines during the first several weeks after the transition, reflecting investor uncertainty and the market’s tendency to test new leadership. While historical averages provide useful context, individual outcomes have varied significantly depending on economic conditions and market circumstances at the time. The Federal Reserve’s decisions are ultimately driven by incoming economic data, making recent employment figures particularly important. The May employment report came in substantially stronger than expected, with nonfarm payrolls increasing by 172,000 jobs compared to expectations of roughly 88,000. In addition, prior months’ payroll figures were revised higher, reversing a trend of downward revisions seen earlier in the year. Job growth remained broad-based across several sectors, including leisure and hospitality, healthcare, construction, and government employment. Meanwhile, the unemployment rate held steady at 4.3%, reinforcing the view that the labor market remains healthy. This strength in employment is significant because it directly relates to one half of the Federal Reserve’s dual mandate: maximum employment and price stability. As Warsh begins his tenure, he will inherit an economy that continues to exhibit labor market resilience. The inflation outlook, however, remains less certain. Rising oil prices driven by ongoing tensions in the Middle East have increased concerns about potential inflationary pressures. Future inflation data will likely play a major role in shaping the Federal Reserve’s policy decisions and influencing investor expectations for interest rates. Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman, CFP®, AIF®, CEPA® Managing Director Wealth Consultant Email Bobby Norman here Trey Booth, CFA®, AIF® Chief Investment Officer Wealth Consultant Email Trey Booth here Ty Miller, AIF® Vice President Wealth Consultant Email Ty Miller here Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth in this presentation may not develop as predicted. No strategy can ensure success or protect against a loss. Stock investing involves risk including potential loss of principal. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.The post The Fed's Influence on the Markets first appeared on Fi Plan Partners.

The Moneywise Radio Show and Podcast Friday, June 5th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Matt Clark & Chris Hagan, Attorneys from Chain, Cohn Clark  website: https://www.chainlaw.com/ instagram: https://www.instagram.com/chaincohnclark/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Matt Clark, Chris Hagan and Chain, Cohn, Clark are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

The Moneywise Radio Show and Podcast Thursday, June 4th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Jaubrae Dixon, Motivational Speaker & CEO of C.H.A.N.G.E.S.  instagram: https://www.instagram.com/_c.h.a.n.g.e.s/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Jaubrae Dixon and C.H.A.N.G.E.S. are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

Are your money habits secretly holding you back from true financial freedom? Have you ever wondered why you can't create the wealth, ease, or security you expected? What if the problem isn't your numbers — but your alignment?If so, check out The Amy Edwards Show for the full episode: https://youtu.be/VPMjSMpZB1M?si=nHEcVKr96-jc1IqaDiscover the power of a heart-centered approach! Join my free workshop where you'll share your challenges and gain valuable insights to move forward. Sign up for the workshop here: https://www.impactyourlifenow.com/impact-workshop-registration-evergreen-socialsGet my audio book! https://www.impactyourlifenow.com/ayw-book-order-pageThe Four Spiritual Laws of Money: https://www.impactyourlifenow.com/the-4-spiritual-laws-of-moneyJoin Julie on her mission to heal the world financially.Julie Murphy CLU, ChFC, CFP®, is an independent CERTIFIED FINANCIAL PLANNER™, author, and media expert who wants you to heal your emotions to prosper financially and in life.To Schedule Julie on Your YouTube or Podcast Show... Please email Julie at Julie@JulieMurphy.comhttps://juliemurphy.com/Join our community on social media!http://facebook.com/AwakenWithJuliehttps://www.tiktok.com/@awakenwithjuliehttp://Instagram.com/AwakenWithJuliehttps://www.youtube.com/c/JulieMurphyhttps://anchor.fm/juliemurphyhttp://Twitter.com/AwakenWithJuliehttps://www.linkedin.com/in/juliemariemurphyTOO MANY PEOPLE HAVE FEARS AND OTHER UNHEALTHY EMOTIONS AROUND MONEY. Whether you were born rich, poor, or somewhere in between, money has always been an integral part of your life. However, too many people have fears and other unhealthy emotions around money. These debilitating beliefs are often subconscious, shaped by a lifetime of early experiences seen through other people—not based on objective reality. So can you break free from these restrictive beliefs and emotions, be able to “dream big,”—and actually accomplish your hopes and dreams? The answer is yes: Now, there is a way to harness the powerful energy around money and build real wealth.Beyond Your Wildest Dreams, LLC has no affiliation with LPL Financial, Sequoia Wealth Management, or JMC Wealth Management, Inc.

Markets have climbed to new highs, but that doesn't mean investors are in the clear. In this episode of Behind The Wealth, Roger Abel, Steve Hough, and Elias Randel break down some of the biggest risks that could challenge today's strong market narrative, from economic uncertainty and policy changes to the impact of upcoming midterm elections. They discuss why headlines often create short-term volatility, what history can teach us about investing through uncertainty, and why disciplined investor behavior remains one of the most powerful tools for long-term success. If you're wondering how to stay focused when markets get noisy, this episode is for you.   Check Out Our Investor Guide Series: https://www.premieriwm.com/investor-guides  Get started on your path to financial freedom: www.premieriwm.com  Host: Roger Abel, AIF Co-Host: Elias Randel Co-Host: Steve Hough, CFP Producer: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your attorney, accountant, and financial or tax advisor prior to investing. Premier Investments & Wealth Management and LPL Financial do not provide tax advice, please consult your tax professional. Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal. Dollar cost averaging involves continuous investment in securities regardless of fluctuations in price levels. Investors should consider their ability to continue purchasing through periods of low price levels. Such a plan does not assure a profit and does not protect against loss in declining markets. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

Most investors think of wealth and money as the same thing, but the distinction can have a major impact on financial markets and personal financial planning. In this week's episode of Educational Insights, Trey Booth explores why assets like homes and investments represent wealth, why converting that wealth into spendable money isn’t always as simple as it seems, and what can happen when large numbers of people try to do it at the same time. Understanding this concept may help you better prepare for market uncertainty and make more confident long-term financial decisions. Watch to learn more. Trey Booth, CFA®, AIF® Chief Investment Officer Wealth Consultant Email Trey Booth here Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing. The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. No strategy can ensure success or protect against a loss. Stock investing involves risk including potential loss of principal. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.The post Wealth vs. Money first appeared on Fi Plan Partners.

The Moneywise Radio Show and Podcast Wednesday, June 3rd  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Steve Murray, Owner of Murray Family Farms  website: https://www.murrayfamilyfarms.org/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Steve Murray and Murray Family Farms are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

The Moneywise Radio Show and Podcast Tuesday, June 2nd BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Richard Chapman, President/CEO of the Kern Economic Development Corporation (KEDC)  website: https://kernedc.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Richard Chapman and the Kern Economic Development Corporation are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

Self-storage might not be the first thing you think of when you hear "real estate investing," but it can open the door to a very different conversation about diversification, passive income, and long-term planning. Regina McCann Hess sits down with Corinn Altomare, co-founder of Hearthfire Holdings, to talk about passive self-storage investments, why some investors look beyond traditional stocks and bonds, and how income-producing assets can fit into bigger retirement conversations. They also talk about patience, long-term thinking, 1031 exchanges, the emotional side of work and family, and the importance of asking one big retirement question early: how will you replace your paycheck?  Episode Highlights:  0:00 - Welcome to Women and Wealth 0:31 - Why self-storage can be an interesting investment topic 1:06 - Meet Corinn Altomare 2:23 - Building Hearthfire Holdings from a side hustle 5:17 - Diversification beyond stocks and bonds 7:13 - How private investors can access larger real estate projects 9:24 - Storage vs. apartments 13:28 - Long-term investing and avoiding daily market noise 14:32 - 1031 exchanges and compounding over time 17:01 - Where to learn more about Corinn 17:40 - Balancing ambition, family, and fulfillment 23:16 - Corinn's vision for retirement 25:01 - Passive income and replacing your paycheck in retirement 26:46 - Regina's action item    ABOUT REGINA MCCANN HESS   Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero.  As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.     Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News.  She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.   As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth.  She focuses on educating her clients while building long-term relationships with them and their families.  Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals. CONNECT WITH REGINA   Website: https://www.forgewealth.com LinkedIn: https://www.linkedin.com/in/reginamccannhess/ Facebook: https://www.facebook.com/ForgeWealth Instagram: https://www.instagram.com/forgewealthmanagement/ YouTube: https://www.youtube.com/@ForgeWealth Email: reginahess@forgewealth.com   CORINN ALTOMARE   Website: https://hfirecapital.com/ LinkedIn: https://www.linkedin.com/in/corinn-altomare/ Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org   Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.forgewealth.com.

Adam Turnquist, chief technical strategist at LPL Financial, says it's "hard to argue" with a stock market that has returned to record high levels on the back of a 9-week winning streak for the Standard and Poor's 500. Turnquist says that kind of streak has only happened 10 times before, with the momentum leading the market higher a median return of 8 percent six months after the streak. Turnquist added a note of near-term caution, saying he will not be surprised to see some summer consolidation, particularly in the technology space, but he made it clear that he expects those temporary declines to be buying opportunities. In The Big Interview, Ron Deutsch, head of portfolio strategy at Magnus Financial Group, discusses why investors who are scurrying for safety, wanting to reduce their fears are pursuing strategies that may come up short under the pressure of today's markets. He discusses how balancing risks may involve moving money to areas that safety-first investors think are high risk — but which the market has shown to be relatively safe — without going too far to the end of the spectrum. Tiana Patillo, financial advisor manager at Vanguard, discusses a recent survey by the firm, which found that more than 70% of women say they are confident about saving money, yet nearly half of them acknowledged that their savings may not be keeping pace with inflation. And speaking of inflation, Chuck answers a listener's question about whether his son's use of "buy now, pay later" programs at the gas pump makes any financial sense at all.

The Moneywise Radio Show and Podcast Monday, June 1st  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Tom Maxwell, CPA/MST - Keathley, Maxwell & Antongiovanni, LLP website: https://www.kmallpcpa.com/ phone: (661) 635-3180 The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Tom Maxwell is not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

Corporate Profitability Remains Exceptionally Strong With earnings season now complete, the latest results indicate that the fundamental backdrop for the equity market remains healthy. One of the most important measures of market strength is operating margin, which reflects how much profit a company generates from its core operations after covering production-related costs. Companies within the S&P 500 are currently reporting operating margins of approximately 20.3%, reaching record levels. These strong margins demonstrate that businesses continue to operate efficiently and maintain profitability despite ongoing concerns about inflation, tariffs, and geopolitical uncertainty. The trend is even more encouraging when considering the potential impact of artificial intelligence and other productivity-enhancing technologies. As these innovations become more integrated into business operations, the benefits should increasingly be reflected in corporate profitability. Equal-weight operating margins, which provide a broader view of company performance across the market, are also approaching record highs. The continued improvement in margins suggests that productivity gains and operational efficiencies are beginning to spread across a wider range of companies. Rather than focusing solely on short-term uncertainties, investors appear to be recognizing the strength of corporate earnings and profit growth. Consumer Debt Headlines Miss the Bigger Picture Recent headlines have focused heavily on rising consumer debt, creating concern that Americans may be struggling financially. However, debt levels alone do not provide a complete picture of consumer health. A closer examination reveals that delinquency rates, the percentage of borrowers falling behind on payments, remain relatively low. Credit card delinquency rates have recently declined to approximately 2.92%, down from levels seen earlier in the year and well below the peaks experienced during the Global Financial Crisis. This distinction is important. Consumers may be carrying more debt, but the key question is whether they can manage and repay those obligations. Current data suggests that, for the most part, they can. Employment remains one of the primary reasons for this resilience. Despite widespread headlines about layoffs and technological disruption, initial jobless claims continue to stay near historically low levels. As long as consumers remain employed, they generally retain the ability to meet their financial obligations and continue spending. Consumer spending rose by 0.5% in April, even as wage growth remained relatively flat. While some of this spending may be supported by borrowing, tax refunds, or drawing down savings, these trends can remain sustainable for a period when supported by a growing economy, strong employment, and healthy corporate profits. The personal savings rate has declined, which bears watching, but the broader picture remains constructive. Moving forward, labor market data will continue to be one of the most important indicators for evaluating consumer strength and overall economic health. Is This Market Really a Bubble? One of the most common concerns among investors today is whether the current market environment resembles the technology bubble of the late 1990s. While certain similarities exist, a closer examination of the data reveals important differences. During the 1990s technology boom, stock prices rose dramatically despite relatively weak earnings growth. Much of the market’s return came from what is known as multiple expansion, where investors became willing to pay increasingly higher prices for each dollar of earnings based on expectations of future growth. In many cases, stock prices surged even as underlying earnings failed to keep pace. Between 1995 and 1999, the S&P 500 generated returns of approximately 220%, while earnings grew only about 67%. This disconnect between prices and profits was a defining characteristic of the technology bubble. Today’s market tells a different story. While some multiple expansion has occurred, earnings growth has been the primary driver of returns since the current bull market began in the second half of 2023. Corporate profits have continued to rise, helping justify much of the market’s advance. Although valuations remain elevated by historical standards, earnings growth has largely kept pace with stock price appreciation. In fact, strong earnings growth can make valuations appear more reasonable over time as companies generate greater profits to support higher stock prices. The relationship between earnings and market performance remains one of the most important indicators of long-term sustainability. Unlike previous bubble periods, current market gains are being supported by measurable improvements in corporate profitability. Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman, CFP®, AIF®, CEPA® Managing Director Wealth Consultant Email Bobby Norman here Trey Booth, CFA®, AIF® Chief Investment Officer Wealth Consultant Email Trey Booth here Ty Miller, AIF® Vice President Wealth Consultant Email Ty Miller here Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth in this presentation may not develop as predicted. No strategy can ensure success or protect against a loss. Stock investing involves risk including potential loss of principal. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.The post Behind the Headlines first appeared on Fi Plan Partners.

The Moneywise Radio Show and Podcast Friday, May 29th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Karen Clemans, CES®, Business Development Director for Accruit website: https://www.accruit.com/ phone: (800) 237-1031 The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Karen Clemans & Accruit are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

The Moneywise Radio Show and Podcast Thursday, May 28th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Stephanie & Sam from the Hey There Delilah Foundation  website: https://www.heytheredelilah.org/ instagram: https://www.instagram.com/heytheredelilahofficial/ facebook: https://www.facebook.com/people/Hey-There-Delilah/61557191676101/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Stephanie, Sam & The Hey There Delilah Foundation are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

New research from several highly regarded institutions suggests that Americans, not foreign nations, are absorbing nearly the full cost of recent tariffs. While tariffs are beginning to reshape global trade flows and create leverage through reduced trade volume, the immediate financial impact is falling much closer to home than many may realize. Watch this week's episode of Educational Insights, where Ashley Page explains what these findings could mean for consumers, businesses, and the broader economy moving forward. Watch to learn more. Ashley Page, JD, MBA Senior Vice President Wealth Consultant Email Ashley Page here Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing. The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. No strategy can ensure success or protect against a loss. Stock investing involves risk including potential loss of principal. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.The post Who is Carrying the Cost of Tariffs? first appeared on Fi Plan Partners.

The Moneywise Radio Show and Podcast Wednesday, May 27th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: John Cox, Business Editor for the Bakersfield Californian website: www.Bakersfield.com The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Jjohn Cox & The Bakersfield Californian are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

Recessions are a normal part of the economic cycle, but they can still feel unsettling when the headlines get loud and your own budget starts to feel tighter.   In this episode of Women and Wealth, Regina explains what a recession actually is and why it is not the same thing as a "down" stock market. She also talks about how recessions can show up in everyday financial decisions, from cutting back on travel and dining out to being more careful with discretionary spending.   Episode Highlights:   0:00 - Intro to Women and Wealth 0:31 - What Is a Recession? 1:14 - 1. What's in a Name? 1:39 - 2. A Recession Is Not a Down Market 2:40 - 3. Internal vs. External Shocks 3:21 - 4. The Customer Is Always Right 4:16 - 5. What Goes Up Must Come Down 4:40 - 6. We Grow More Than We Contract 5:35 - 7. Connected, But Not Always in Sync 6:03 - 8. Bad Begets Good 6:29 - 9. Not All Stocks Are Created Equal 7:24 - 10. Stocks Can Grow When the Economy Contracts 8:18 - Signs You May Feel Before a Recession Is Announced 9:01 - Call to Action: Rein in Spending 9:24 - Closing and Connect With Forge Wealth  ABOUT REGINA MCCANN HESS   Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero.  As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.     Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News.  She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.   As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth.  She focuses on educating her clients while building long-term relationships with them and their families.  Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals. CONNECT WITH REGINA   Website: https://www.forgewealth.com LinkedIn: https://www.linkedin.com/in/reginamccannhess/ Facebook: https://www.facebook.com/ForgeWealth Instagram: https://www.instagram.com/forgewealthmanagement/ YouTube: https://www.youtube.com/@ForgeWealth Email: reginahess@forgewealth.com Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.   This material was prepared by Hartford funds. For a list of states in which I am registered to do business, please visit www.forgewealth.com. Hartford Funds is not affiliated with, nor endorsed by LPL Financial, Private Advisor Group, or Forge Wealth Management

The Moneywise Radio Show and Podcast Friday, May 22nd  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Michael George, Executive Vice President/Marketing at Safe 1 Credit  The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Michael George & Safe 1 Credit Union are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

The Moneywise Radio Show and Podcast Tuesday, May 26th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: John Duffield, CPA/MST website: https://www.bakersfieldaccountants.com/ phoone: 661-488-7000 The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Jjohn Duffield & Integra Accountancy Corporation are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

In so many ways, television and movies can be unrealistic. Some things fly under the radar most of the time!  In this episode of Financial Clarity for Doctors, hosts Rachelle Vanderzanden and Corey Janoff walk through some examples of shows with characters living inflated lives.  Does it make sense given their profession and age?  Probably not.  They often have nicer homes and nicer things and a lot more free time than their counterparts in real life. Shows featuring medical professionals living inflated lifestyles include: Shrinking is a great example! Jimmy is a Cognitive Behavioral Therapist in Southern California in a beautiful home and he barely seems to work.  How? Shows featuring trainees seem to do a better job (sometimes). The Pitt, Grey's Anatomy, ER – all seemed to discuss at one point or other the struggle to make ends meet as an Intern, Resident, or Fellow. Many classic sitcoms feature regular people with a variety of jobs in absolutely gorgeous homes in California. Modern Family and Full House are great examples.  Or a rent-controlled apartment in New York! “Keeping up with the Jones” is hard enough.  Do not try to keep up with their counterparts on television!  You never know the resources people may have, but lifestyle and income alone rarely match up on screen. For more financial planning tips from Corey and Rachelle, find them on social media! LinkedIn: @CoreyJanoff; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.  Finity Group, LLC is a separate entity from LPL Financial.  Citations: Redfin and Zillow were used to find comparables for houses in specific areas.

Are your money habits secretly holding you back from true financial freedom? Have you ever wondered why you can't create the wealth, ease, or security you expected? What if the problem isn't your numbers — but your alignment?If so, check out The Amy Edwards Show for the full episode: https://youtu.be/VPMjSMpZB1M?si=nHEcVKr96-jc1IqaDiscover the power of a heart-centered approach! Join my free workshop where you'll share your challenges and gain valuable insights to move forward. Sign up for the workshop here: https://www.impactyourlifenow.com/impact-workshop-registration-evergreen-socialsGet my audio book! https://www.impactyourlifenow.com/ayw-book-order-pageThe Four Spiritual Laws of Money: https://www.impactyourlifenow.com/the-4-spiritual-laws-of-moneyJoin Julie on her mission to heal the world financially.Julie Murphy CLU, ChFC, CFP®, is an independent CERTIFIED FINANCIAL PLANNER™, author, and media expert who wants you to heal your emotions to prosper financially and in life.To Schedule Julie on Your YouTube or Podcast Show... Please email Julie at Julie@JulieMurphy.comhttps://juliemurphy.com/Join our community on social media!http://facebook.com/AwakenWithJuliehttps://www.tiktok.com/@awakenwithjuliehttp://Instagram.com/AwakenWithJuliehttps://www.youtube.com/c/JulieMurphyhttps://anchor.fm/juliemurphyhttp://Twitter.com/AwakenWithJuliehttps://www.linkedin.com/in/juliemariemurphyTOO MANY PEOPLE HAVE FEARS AND OTHER UNHEALTHY EMOTIONS AROUND MONEY. Whether you were born rich, poor, or somewhere in between, money has always been an integral part of your life. However, too many people have fears and other unhealthy emotions around money. These debilitating beliefs are often subconscious, shaped by a lifetime of early experiences seen through other people—not based on objective reality. So can you break free from these restrictive beliefs and emotions, be able to “dream big,”—and actually accomplish your hopes and dreams? The answer is yes: Now, there is a way to harness the powerful energy around money and build real wealth.Beyond Your Wildest Dreams, LLC has no affiliation with LPL Financial, Sequoia Wealth Management, or JMC Wealth Management, Inc.

Markets and elections often create uncertainty, but history tells an interesting story about how midterm election years have traditionally impacted market performance. In this week's episode of Educational Insights, Ty Miller breaks down the historical trends, why volatility tends to rise during midterm years, and what past market cycles may suggest about the road ahead. While short-term swings can create concern, the long-term data paints a much more encouraging picture. Watch the latest insight to see why investors may want to keep history and perspective in mind. Watch to learn more. Ty Miller Vice President Wealth Consultant Email Ty Miller here Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth in this presentation may not develop as predicted. No strategy can ensure success or protect against a loss. Stock investing involves risk including potential loss of principal. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.The post Markets and the Midterms first appeared on Fi Plan Partners.

Your logo, website, colors, fonts, and visuals all tell a story before someone ever works with you. In this episode of Women and Wealth, Regina is joined by Abbie O'Brien, founder of The Branding Den, to discuss creating a brand identity that feels strategic, authentic, and aligned with the people you want to serve. Abbie shares how she turned a pandemic layoff into a growing brand and web design business, why strong branding starts with deeper questions, and how small business owners can create consistency across their website, social media, and marketing materials. Regina and Abbie also talk about entrepreneurship, motherhood, making time for yourself, and stepping away from the screen to refill your own cup.   Episode Highlights:   0:00 - Introduction 0:32 - Why branding, logos, and design matter for small business owners 2:39 - How Abbie turned a pandemic layoff into a business opportunity 4:14 - What goes into building a strategic brand identity 7:58 - Why many small business owners rebrand after they better understand their audience 10:01 - How brand guidelines create consistency across your business 13:03 - Abbie's challenge of building a business while becoming a mom 14:27 - Abbie's vision for retirement, travel, golf, and warmer weather 15:51 - Why making time for yourself helps you show up better in work and life 17:35 - Regina's call to action: lift your chin, look around, and refill your own cup  ABOUT REGINA MCCANN HESS   Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero.  As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.     Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News.  She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.   As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth.  She focuses on educating her clients while building long-term relationships with them and their families.  Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals. CONNECT WITH REGINA   Website: https://www.forgewealth.com LinkedIn: https://www.linkedin.com/in/reginamccannhess/ Facebook: https://www.facebook.com/ForgeWealth Instagram: https://www.instagram.com/forgewealthmanagement/ YouTube: https://www.youtube.com/@ForgeWealth Email: reginahess@forgewealth.com CONNECT WITH ABBIE O'BRIEN   Website: thebrandingden.com/about  LinkedIn: https://www.linkedin.com/in/abbie11/  Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org   Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.forgewealth.com.

Rich Steinmeier is the CEO of LPL Financial, the largest independent broker-dealer in the country. A Fortune 500 company, LPL is responsible for $2.4 trillion dollars in advisory and brokerage assets. Rich joins Adam to share his journey and his best lessons and advice. Rich and Adam discuss a wide range of topics: leadership, career success, mentorship, adaptability, alignment, empowerment, trust, and much more.

The Moneywise Radio Show and Podcast Tuesday, May 19th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Bernard Maristany, M.D., Radiologist at Kern Radiology  website: https://www.radnet.com/kern-radiology/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Bernard Maristany, M.D. & Kern Radiology are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

The Moneywise Radio Show and Podcast Friday, May 15th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Dr. Anna Marie Frank, Keynote Speaker, THE MINDSET DOCTOR™ & Owner of Happy Whole You websites: https://drannamarie.com/ https://happywholeyou.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Dr. Anna Marie Frank & Happy Whole You are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

Strong Earnings Continue to Support the Market Markets continue to navigate a range of macroeconomic concerns, including rising gas prices and ongoing uncertainty in the Middle East. Investors are also closely watching the Federal Reserve, as higher yields and interest rates remain a key topic of discussion. Despite these external pressures, one area of the economy continues to stand out: the strength of corporate America. First-quarter earnings season has delivered exceptionally strong results for companies within the S&P 500 Index. As of May 8, 84% of companies had reported earnings above analyst estimates, well above the five-year average of 78%. The breadth of this strength has also been impressive, with seven of the index's eleven sectors posting year-over-year earnings growth rates of at least 10%. Revenue growth has been equally encouraging. The S&P 500 recorded blended revenue growth of 11.3% in the first quarter, marking the 22nd consecutive quarter of revenue expansion. This sustained growth reinforces the argument that corporate fundamentals remain healthy, even amid broader economic uncertainty. As investors continue to debate whether equity markets are overpriced, current earnings and revenue trends suggest that many valuations may be more justified than critics expected at the start of the year. Corporations have largely met or exceeded expectations, providing strong support for market performance. Why Valuations May Not Be as Stretched as They Appear One of the most common concerns among investors today is whether markets have become too expensive. Questions surrounding a potential artificial intelligence bubble and elevated valuations continue to dominate conversations. While valuations in certain areas of the market may appear stretched on the surface, earnings growth is telling a more nuanced story. A key factor often overlooked is the relationship between stock prices and earnings growth. While market prices have risen, earnings expectations have risen even faster. Current estimates for next 12-month earnings per share have increased by approximately 13%, while the broader market has advanced roughly 8% over the same period. This dynamic has led to what is known as “multiple compression.” In simple terms, even though stock prices are rising, companies are becoming relatively less expensive because earnings growth is outpacing price appreciation. This is the opposite of “multiple expansion,” where prices rise faster than earnings and valuations become increasingly stretched. The result is a market that may actually be cheaper today than it was earlier in the year, despite higher index levels. Strong earnings growth has effectively helped valuations normalize, as prices continue working to catch up with improving corporate fundamentals. Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman, CFP®, AIF®, CEPA® Managing Director Wealth Consultant Email Bobby Norman here Trey Booth, CFA®, AIF® Chief Investment Officer Wealth Consultant Email Trey Booth here Ty Miller, AIF® Vice President Wealth Consultant Email Ty Miller here Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth in this presentation may not develop as predicted. No strategy can ensure success or protect against a loss. Stock investing involves risk including potential loss of principal. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.The post Earnings Bonanza first appeared on Fi Plan Partners.

Episode 110: The Hidden Power of 529 Plans (and How to Use Them Like a Pro)Welcome back to the One for the Money podcast!In this episode, we dive into one of the most powerful—and often misunderstood—tools for college planning: 529 plans. With graduation season in full swing, this topic hits especially close to home as families prepare for the next big (and expensive) chapter.

The Moneywise Radio Show and Podcast Thursday, May 14th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Patrick Collins, Business Broker & Advisor for Collins Advisory  https://collinsadvisory.biz/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Patrick Collins & Collins Advisory are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

The Moneywise Radio Show and Podcast Wednesday, May 13th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Augie Petaja, General Manager of The Basement at Woolworth's instagram website The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Augie Petaja & The Basement are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

Are your money habits secretly holding you back from true financial freedom? Have you ever wondered why you can't create the wealth, ease, or security you expected? What if the problem isn't your numbers — but your alignment?If so, check out The Amy Edwards Show for the full episode: https://youtu.be/VPMjSMpZB1M?si=nHEcVKr96-jc1IqaDiscover the power of a heart-centered approach! Join my free workshop where you'll share your challenges and gain valuable insights to move forward. Sign up for the workshop here: https://www.impactyourlifenow.com/impact-workshop-registration-evergreen-socialsGet my audio book! https://www.impactyourlifenow.com/ayw-book-order-pageThe Four Spiritual Laws of Money: https://www.impactyourlifenow.com/the-4-spiritual-laws-of-moneyJoin Julie on her mission to heal the world financially.Julie Murphy CLU, ChFC, CFP®, is an independent CERTIFIED FINANCIAL PLANNER™, author, and media expert who wants you to heal your emotions to prosper financially and in life.To Schedule Julie on Your YouTube or Podcast Show... Please email Julie at Julie@JulieMurphy.comhttps://juliemurphy.com/Join our community on social media!http://facebook.com/AwakenWithJuliehttps://www.tiktok.com/@awakenwithjuliehttp://Instagram.com/AwakenWithJuliehttps://www.youtube.com/c/JulieMurphyhttps://anchor.fm/juliemurphyhttp://Twitter.com/AwakenWithJuliehttps://www.linkedin.com/in/juliemariemurphyTOO MANY PEOPLE HAVE FEARS AND OTHER UNHEALTHY EMOTIONS AROUND MONEY. Whether you were born rich, poor, or somewhere in between, money has always been an integral part of your life. However, too many people have fears and other unhealthy emotions around money. These debilitating beliefs are often subconscious, shaped by a lifetime of early experiences seen through other people—not based on objective reality. So can you break free from these restrictive beliefs and emotions, be able to “dream big,”—and actually accomplish your hopes and dreams? The answer is yes: Now, there is a way to harness the powerful energy around money and build real wealth.Beyond Your Wildest Dreams, LLC has no affiliation with LPL Financial, Sequoia Wealth Management, or JMC Wealth Management, Inc.

Market volatility can feel uncomfortable, especially when your statement looks different than it did last quarter. But market ups and downs are a normal part of investing, and having the right perspective can make those swings easier to navigate. This week, Regina breaks down 10 things to know about stock market volatility, including why big point drops are often a matter of perspective, how the VIX measures investor fear, and why patience matters when you're investing for the long term. She also talks about how to think through your comfort level, why automatic retirement contributions can help during down markets, and what conversations to have with your advisor before volatility catches you off guard   Episode Highlights: 0:00 - Introduction  0:46 - Understanding market volatility 2:06 - What can drive market reactions 3:16 - Building a strategy for volatility 4:37 - 10 things to know about volatility 4:43 - Putting market drops in perspective 5:20 - The VIX fear index 6:32 - Extreme fear is the exception 7:20 - Volatility in 2025 8:03 - Why patience matters 8:27 - Returns are rarely smooth 9:18 - Adjusting your portfolio 9:45 - Finding opportunity in volatility 12:05 - The market's historical perspective 13:15 - Planning before volatility hits 13:56 - Episode wrap-up   ABOUT REGINA MCCANN HESS Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money. Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse. As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.   CONNECT WITH REGINA Website: https://www.forgewealth.com LinkedIn: https://www.linkedin.com/in/reginamccannhess/ Facebook: https://www.facebook.com/ForgeWealth Instagram: https://www.instagram.com/forgewealthmanagement/ YouTube: https://www.youtube.com/@forgewealth Email: reginahess@forgewealth.com   Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.  This material was prepared by Hartford funds. For a list of states in which I am registered to do business, please visit www.forgewealth.com. Hartford Funds is not affiliated with, nor endorsed by LPL Financial, Private Advisor Group, or Forge Wealth Management

This week, we react to a viral article where ChatGPT was asked the “best” age to claim Social Security — and discuss why the real answer is usually more personal than people think. We also dive into retirement readiness beyond just your account balance, including cash flow, taxes, debt, and withdrawal strategy, plus the hidden impact of “personal inflation” and why many households feel like their expenses are rising faster than the official inflation numbers suggest Check Out Our Investor Guide Series: https://www.premieriwm.com/investor-guides  Get started on your path to financial freedom: www.premieriwm.com  Host: Roger Abel, AIF Co-Host: Elias Randel Producer: Molly Nordlocken Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your attorney, accountant, and financial or tax advisor prior to investing. Premier Investments & Wealth Management and LPL Financial do not provide tax advice, please consult your tax professional. Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal. Dollar cost averaging involves continuous investment in securities regardless of fluctuations in price levels. Investors should consider their ability to continue purchasing through periods of low price levels. Such a plan does not assure a profit and does not protect against loss in declining markets. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

Human behavior and feeling is not always driven by numbers and data.  This is especially true when we think about consumer sentiment compared to the economy we review in numbers and charts.  In this episode of Financial Clarity for Doctors, hosts Corey Janoff and Rachelle Vanderzanden discuss current economic sentiment, current economic conditions, and why those two things seem to be harder and harder to reconcile. How are we feeling and what do the numbers show? A University of Michigan survey earlier this year showed that consumer sentiment is at its lowest point since 1978 (strong employment, but high inflation and a weak dollar). Reasons include fears of new technology (will AI take our jobs?), interest rates/federal reserve, lingering effects of inflation, geopolitical conflict, and domestic political differences. BUT: Unemployment is ~4.3% - low historically, but higher than a couple years ago. But job addition numbers are low. S&P 500 is at an all-time high as of mid-April 2026. Almost two thirds of people are investing in stocks. Inflation is about 3%. Very close to average, but we are still feeling the lingering effects of the last couple years. Wages have grown faster than inflation. Despite the positive economic data, lots of things can make our “sentiment” more negative, especially if it affects us directly. That can include things like: Feeling like buying a home is no longer affordable. Being stuck in a job you don't like, because there are limited job opportunities. Experiencing more localized effects of things like decreased tax revenue – cuts in schools for example. As always, these topics are large and nuanced.  We have little to no control over larger economic trends.  Try to focus on what you can control, whether that's your own personal finances or the causes you choose to support.  Listen to the full episode to learn more. For more financial planning tips from Corey and Rachelle, find them on social media! LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance  Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.  Finity Group, LLC is a separate entity from LPL Financial. 

The Moneywise Radio Show and Podcast Monday, May 11th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Chad Hathaway, President/CEO of Hathaway LLC.  website: https://www.hathawayllc.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Chad Hathway & Hathaway LLC are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

The Moneywise Radio Show and Podcast Friday, May 8th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guests: Scarlett Sabin, House Manager of the Ronald McDonald House of Bakersfield & Misty Sanders, Co-Owner of American Offroad  websites: https://rmhcsc.org/bakersfield http://www.americanoffroad661.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Scarlett Sabin, Misty Sanders, Ronald McDonald House & American Offroad are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

The Moneywise Radio Show and Podcast Tuesday, May 5th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Nick Gonzalez, Executive Director Bakersfield Symphony Orchestra website: https://www.bsonow.org/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Nick Gonzalez & The Bakersfield Symphony Orchestra are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

The Moneywise Radio Show and Podcast Wednesday, May 6th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Ashley Weaver, Mortgage Broker & Owner of Esteem Lending Group website: https://elglending.com/ phone: 661-809-6508 The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Nick Gonzalez & The Bakersfield Symphony Orchestra are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

On this week's Market Signals, Kristian Kerr, Head of Macro Strategy, sits down with Andrew Deck, Head of Alternative Investments at LPL Financial, to unpack what's really happening in private credit. Drawing on decades of institutional experience, Andrew explains why current concerns are mostly overblown, where real risks and opportunities lie, and why manager discipline matters more than headlines. The conversation also explores liquidity, dispersion, and how advisors should think about alternatives in portfolios going forward. Tracking: #1101416

The Moneywise Radio Show and Podcast Friday, May 1st  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Fatima "Teems" Tulfo, Interim CEO of the Kern Community Foundation websites: https://www.kernfoundation.org/ https://www.givebigkern.org/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Teems Tulfo & The Kern Community Foundation are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

The Moneywise Radio Show and Podcast Thursday, April 30th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Stephen Winters, CEO of the White Wolf Wellness Foundation  website: https://whitewolfwellness.org/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Stephen Winters & The White Wolf Wellness Foundation are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].