Podcasts about Market risk

Adam Balsinger shares how he went from broke with no experience to building a thriving investment portfolio that prioritizes freedom, family, and creative cash flow using co-living and wholesaling strategies anyone can start with.See full article: https://www.unitedstatesrealestateinvestor.com/from-broke-beginnings-to-true-freedom-through-smart-investing-with-adam-balsinger/(00:00) - Introduction to The REI Agent Podcast(00:58) - Welcoming Adam Balsinger and Holiday Small Talk(02:10) - Adam's Background in Sales and Early Entrepreneurial Life(03:12) - What Drew Adam Toward Real Estate Investing(06:10) - Family Influence, Time Freedom, and Early Wealth Awareness(10:45) - First Exposure to Rental Income and the Real Estate Lightbulb Moment(12:19) - Transition From Flipping Houses to Wholesaling(15:45) - Scaling Deals and the Reality of Fix and Flip Margins(18:07) - Moving Into Multifamily and Apartment Syndication(20:03) - Market Risk, Cap Rates, and Lessons From 2022(23:27) - Pivoting Away From Syndications and Reassessing Strategy(24:55) - Focus on Affordable Housing and Small Multifamily Units(27:47) - Introduction to Co Living and Rent by the Room Strategy(29:27) - Comparing Section 8 Income Versus Co Living Cash Flow(31:34) - Short Term and Mid Term Rental Comparisons(33:07) - Mid Term Rentals and Market Demand Insights(36:09) - Property Management, PadSplit, and Tenant Vetting(39:59) - Golden Nugget Advice for New Investors(44:03) - Recommended Books and Investor Mindset(47:19) - Tax Strategies, 1031 Exchanges, and Investor Advantages(47:52) - Where to Follow Adam and Community Resources(48:38) - Final Thoughts and Episode Closing DisclaimerContact Adam Balsingerhttps://www.facebook.com/adambalsinger/https://www.instagram.com/theadambalsinger/https://www.facebook.com/groups/1164343795565413/https://youtube.com/@theinvestorboardroom5630 If Adam's journey taught you anything, it's this: you don't need to have it all figured out to start. Just take action and stay the course. For more life-changing stories and strategies, visit https://reiagent.com

In this episode Isabella Reimi (Reporter - Argus Oil Products) interviews Rob McLeod (Global Head of Price Risk Management - Hartree Partners) to unpack one of the most turbulent years for global oil markets and explore what lies ahead in 2026. Watch this video podcast to discover: - The biggest risk-management lessons of 2025 - Which market players are most exposed and vulnerable to risk in the current environment - A dive into whether building risk models is getting more complex - Actions market participants should take to prepare for potential market volatility in 2026 - Emerging risk to look out for in 2026 and stress scenarios being run

Are you racing the clock on holiday shopping and your year-end financial checklist? Discover why procrastination could cost you more than just last-minute stress. This episode dives into critical financial moves to make before December 31st, from required minimum distributions to maximizing retirement contributions and charitable giving. Plus, we break down the AI stock market frenzy: is it a bubble about to burst, and how should you balance risk in your portfolio? As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for. To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.comSee omnystudio.com/listener for privacy information.

On this episode: 3 straight years of double digit returns in the stock market. What are the chances it will happen again? The more money you make in retirement, the more benefits you lose. How do you balance it out? What many DIYers miss in retirement planning. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

On this episode: Why is retirement so complicated? In down years in the stock market, does that mean you should cut back on your lifestyle? Without some planning and discussion, your 401(k) could be a tax trap. Like this episode? Hit that Follow button and never miss an episode!

Gugs Mhlungu is joined by Dr Mark Nasila, Chief Data and Analytics Officer at First National Bank Risk, discussing the recent warning about the AI investment boom and the potential risks of a market bubble and what companies and investors should consider as valuations soar and the technology reshapes industry. 702 Weekend Breakfast with Gugs Mhlungu is broadcast on 702, a Johannesburg based talk radio station, on Saturdays and Sundays Gugs Mhlungu gets you ready for the weekend each Saturday and Sunday morning on 702. She is your weekend wake-up companion, with all you need to know for your weekend. The topics Gugs covers range from lifestyle, family, health, and fitness to books, motoring, cooking, culture, and what is happening on the weekend in 702land. Thank you for listening to a podcast from 702 Weekend Breakfast with Gugs Mhlungu. Listen live on Primedia+ on Saturdays and Sundays from 06:00 and 10:00 (SA Time) to Weekend Breakfast with Gugs Mhlungu broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/u3Sf7Zy or find all the catch-up podcasts here https://buff.ly/BIXS7AL Subscribe to the 702 daily and weekly newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702See omnystudio.com/listener for privacy information.

Kelley discusses various financial strategies for retirement planning, emphasizing the importance of making end-of-year financial moves, creating sustainable income plans, and addressing the needs of late starters. The discussion also includes listener questions, providing insights into real estate investing, managing high-interest debt, and the significance of diversification in a financial portfolio. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

Marty discusses the essential aspects of retirement planning, emphasizing the importance of starting early, saving adequately, and avoiding common financial missteps. He highlights the need for a comprehensive plan that accounts for various income sources, inflation, healthcare costs, and unexpected expenses. The discussion also covers investment strategies tailored to different life stages, the significance of long-term care planning, and the role of annuities in securing a stable income. Ultimately, the conversation underscores the necessity of having a flexible and adaptable retirement plan to navigate life's uncertainties. Reach Marty at 888-519-9096 Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.

This KE Report Weekend Show kicks off with Brian Leni laying out a contrarian roadmap for investors caught up in silver's explosive move above $50,...

This KE Report Weekend Show kicks off with Brian Leni laying out a contrarian roadmap for investors caught up in silver's explosive move above $50, then shifts to fund manager and technician Dana Lyons for a data-driven tour through silver, copper, crypto, and the major equity indices. Together, they map out how to avoid chasing hype, position in quality juniors, and respect what the charts are actually saying into year-end and 2026. Segment 1 & 2 - Brian Leni, founder and editor of the Junior Stock Review, joins us to break down the surging silver market - urging selectivity despite the bullish sentiment - and to highlight undervalued opportunities in quality projects, including polymetallic stories like Group 11. He also outlines why he remains strongly bullish on copper, emphasizing simple, well-located, near-development deposits and strong management as the metal holds above $5 and sets up for a potentially standout 2026. Click here to visit the Junior Stock Review website to keep up to date on what Brian is investing in.   Segment 3 & 4 - Dana Lyons, fund manager and editor of the Lyons' Share Pro website, joins the show to deliver a technical read on the markets, highlighting silver's breakout and likely consolidation, bullish long-term setups in precious metals, copper's strength near all-time highs, crypto's fragile footing, and improving - but not yet bullish - signals in his market risk models. Click here to visit the Lyons Share Pro website and learn more about Dana's investment services     If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don't forget to subscribe and leave us a review!   For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests may own shares in companies mentioned.

Kelley discusses essential strategies for retirement planning, emphasizing the importance of having a comprehensive plan that addresses retirement concerns such as inflation, taxes, and healthcare costs. She reassures listeners that it's never too late to start saving for retirement, even if they are in their 50s or 60s. The conversation also covers the significance of market volatility and how to create a diversified portfolio to manage risks. Additionally, Kelley answers listener questions, providing real-life scenarios that highlight the importance of working with a financial advisor to navigate retirement successfully. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

Marty discusses the relationship between wealth and lifestyle, emphasizing that for many, including himself, winning the lottery would not significantly alter their way of living. He highlights the importance of comfort, which he believes is relative to individual experiences and expectations. Reach Marty at 888-579-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.

Kelley discusses the importance of having a comprehensive retirement plan that considers longevity, income streams, healthcare costs, and inflation. She emphasizes the need for strategic planning to avoid common mistakes, such as underestimating life expectancy and relying solely on Social Security. Kelley also addresses year-end financial strategies, including required minimum distributions and Roth conversions, and answers listener questions about annuities and investment strategies. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

Marty covers vital moves to consider before the end of the year including tax loss harvesting, Roth conversations, Qualified Charitable Distributions, RMD strategies, and not losing out on Flexible Spending Accounts. He also lays out the facts on longevity and how to remove the risk from “longevity risk.” The discussion then moves to strategic giving at the end of the year. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.

Are you prepared for the unexpected twists in your financial journey? This episode dives into the real fears of running out of money, the importance of emergency funds, and how personalized planning can help you retire with confidence. Hear stories of everyday people facing tough retirement decisions, learn why “cookie-cutter” advice falls short, and discover strategies to maximize your income and Social Security benefits. Get practical insights from SC Wealth Advisors to help you make informed choices for a secure future. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.

Edwin Mays is a Chartered Retirement Planning Counselor-CRPC™ – MaysGroup Advisors is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Their approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances.With over 30 years in the financial services industry—including leadership roles at firms like Thomson Reuters, Merrill Lynch, Smith Barney, and Transamerica—Edwin Mays brings deep institutional experience and unmatched insight to every client engagement. As a Chartered Retirement Planning Counselor™ (CRPC), Edwin specializes in designing retirement strategies that guarantee lifetime cash flow and protect against the most serious threats retirees face today: market risk, longevity, and rising costs.At MaysGroup Advisors, Edwin's mission is simple: replace uncertainty with strategy and give clients the confidence to retire on their terms—with income they can count on, no matter what the market does.Learn more: https://maysgroupadvisors.com/The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-edwin-mays-with-maysgroup-advisors-discussing-market-risk

Curtis Cottle is a Certified Financial Fiduciary, visionary growth strategist and cofounder of one of Michigan's fastest-scaling financial services firms. He specializes in retirement planning, estate planning, and strategic tax strategies designed to help families and business owners protect and grow their wealth.At the core of his firm's approach is a deep emphasis on strategic tax planning as it relates to retirement, helping clients keep more of what they've earned and build long-term financial confidence.He's the creator of the Wealth Wellness Checkup, a planning experience that uncovers hidden financial blind spots and helps people make smart, informed decisions. The firm is built to simplify complexity, bring structure to planning, and deliver personalized strategies that work in the real world.With nearly two decades of experience, Curtis is known for cutting through the noise, building lasting relationships, and helping people create long-term security without the guesswork.When he's not driving growth or designing new campaigns, you'll find him investing in his team, building partnerships, or spending time with his family, living the same values his business is built on: fun, unity, and getting things done.Learn more: http://www.gosbc.net/DISCLAIMERThe content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. SBC Financial Advisory services are only offered to clients or prospective clients where SBC Financial and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by SBC Financial unless a client service agreement is in place.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-curtis-cottle-founder-of-sbc-financial-discussing-social-security-timing-strategy

Edwin Mays is a Chartered Retirement Planning Counselor-CRPC™ – MaysGroup Advisors is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Their approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances.With over 30 years in the financial services industry—including leadership roles at firms like Thomson Reuters, Merrill Lynch, Smith Barney, and Transamerica—Edwin Mays brings deep institutional experience and unmatched insight to every client engagement. As a Chartered Retirement Planning Counselor™ (CRPC), Edwin specializes in designing retirement strategies that guarantee lifetime cash flow and protect against the most serious threats retirees face today: market risk, longevity, and rising costs.At MaysGroup Advisors, Edwin's mission is simple: replace uncertainty with strategy and give clients the confidence to retire on their terms—with income they can count on, no matter what the market does.Learn more: https://maysgroupadvisors.com/The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-edwin-mays-with-maysgroup-advisors-discussing-market-risk

Curtis Cottle is a Certified Financial Fiduciary, visionary growth strategist and cofounder of one of Michigan's fastest-scaling financial services firms. He specializes in retirement planning, estate planning, and strategic tax strategies designed to help families and business owners protect and grow their wealth.At the core of his firm's approach is a deep emphasis on strategic tax planning as it relates to retirement, helping clients keep more of what they've earned and build long-term financial confidence.He's the creator of the Wealth Wellness Checkup, a planning experience that uncovers hidden financial blind spots and helps people make smart, informed decisions. The firm is built to simplify complexity, bring structure to planning, and deliver personalized strategies that work in the real world.With nearly two decades of experience, Curtis is known for cutting through the noise, building lasting relationships, and helping people create long-term security without the guesswork.When he's not driving growth or designing new campaigns, you'll find him investing in his team, building partnerships, or spending time with his family, living the same values his business is built on: fun, unity, and getting things done.Learn more: http://www.gosbc.net/DISCLAIMERThe content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. SBC Financial Advisory services are only offered to clients or prospective clients where SBC Financial and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by SBC Financial unless a client service agreement is in place.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-curtis-cottle-founder-of-sbc-financial-discussing-social-security-timing-strategy

In this conversation, Kelley Slaught discusses essential financial truths and strategies for individuals nearing or in retirement. She emphasizes the importance of having a written financial plan, understanding inflation and tax implications, and preparing for longevity. The discussion also covers practical steps for financial success, common retirement planning questions, and answers to listener inquiries, providing a comprehensive overview of retirement planning essentials. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

In this conversation, Marty emphasizes the necessity of having a retirement plan and outlines five essential steps to initiate the planning process. He discusses the importance of financial security and offers insights into effective investment strategies for retirement savings. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.

On this episode: A retirement lesson from Oreos. How advisors and clients differ on the market risk discussion. Does your advisor do estate planning, or does he/she just pass out business cards? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

This is the "Golden Era" of fixed assets. This is the best time in 40+ years to establish an index product! This is due to many factors, including higher bond yields (interest rates). Index annuities and Index Universal Life (IUL) allows you to:  Grow your money safely, without market risk. Principle is guaranteed. Once gains are locked in, they are guaranteed against market loss. Double-digit potential annual returns on good market years with no losses on bad market years. Ability to lock-in gains at any time. Strong fixed interest option. If interest rates remain high and/or increase, you have good options.   How to ensure you have the highest potential upside gains: We are independent and have access to 50+ annuity companies, including all the top carriers. There are 600+ index options.  We have proprietary software that provides the one-, 5-, and 10-year historical returns of the index options. There is a wide variation in index returns (0 - 17% average 10-year annual returns). Without this information, an agent or advisor is "flying blind."

Subscribe on Spotifyhttps://open.spotify.com/show/4KR2YVJqk2lnVETMKDavJfSubscribe on Apple Podcastshttps://podcasts.apple.com/us/podcast/the-opex-effect/id1711880009Subscribe on YouTubehttps://www.youtube.com/channel/UCPYvx_y92dvI1PSdiho0ALw

Kelley discusses various strategies for managing 401k plans, including tax-saving techniques and the role of annuities in retirement planning. She emphasizes the importance of having a comprehensive financial plan that includes tax strategies, estate planning, and risk management. The conversation also addresses common misconceptions about annuities and the need for proper diversification in investment portfolios. Listeners are encouraged to take proactive steps in organizing their financial houses and to seek professional guidance for their unique situations. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

Marty emphasizes the critical importance of having a structured retirement plan to alleviate financial stress. He discusses modernizing retirement strategies, the significance of understanding 401(k) options, and the nuances of managing debt in retirement. The conversation also addresses listener questions, providing insights into long-term care insurance and effective strategies for utilizing unexpected windfalls. Reach Marty aT 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.

Ryan Herbert & Lawrence Kiely discuss a dramatic story of two brothers with identical savings but wildly different outcomes, revealing how market timing and preparation can make or break your financial future. They unpack the “sequence of returns” risk, the importance of income planning, and why having a strategy matters more than chasing market highs. Discover how to safeguard your lifestyle, prepare for the unexpected, and focus on enjoying retirement instead of fearing it. Want to begin building your retirement and tax plan? Click Here to Schedule a 15-minute Discovery Call Follow us for more helpful insights:

Victor Dergunov shares why valuations matter more than ever, and how he's positioning The Financial Prophet portfolio (0:35). Palantir's evolution - shorting the stock despite long-term optimism (09:30). AI market dynamics, sector froth (19:45). Two top holdings, AMD & Tesla and why Tesla remains such a misunderstood stock (23:40). Market catalysts from Fed policy to fiscal trends (30:10). Risk management, AI opportunities (35:30).Show Notes:Victor Dergunov Talks Amazing AI Run, Rolling Corrections, EV Space And GoldThe Correction Is Just Getting StartedCompelling Buys, Stellar Tech Moves With The Financial ProphetEpisode TranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Ferenc Toth discusses the extreme overvaluation of the stock market, citing four major valuation indicators that are overvalued by three standard deviations, with the S&P 500 at its highest levels ever. He highlights that the top 10 US stocks account for over 41% of the S&P 500's market cap, and AI-related stocks make up 47%. He also mentions the risks of non-bank private credit and sovereign debt contributing to an economic bubble.   Ferenc warns of potential market corrections or crashes, suggesting investors protect themselves with index products like annuities and life policies, which offer unlimited upside gains with no downside risk. Principle is guaranteed. Gains can be locked in at any time. There are 600+  index strategies. Ferenc has access to proprietary software that tracks the one, 5, and 10-year returns of the indexes. The indexes have up to 17% average annual return for the past decade. This ensures Ferenc can recommend the indexes that are most likely to have the highest upside potential. Very few advisors or agents have access to this info. Without the historical return info, the annuity agent is "flying blind". This is a game-changer.

On this week's Money Matters, Scott and Pat open the show with a look at the Magnificent Seven stocks. Is this tech dominance a warning sign or just the new market normal? They unpack what this concentration means for index investors and why historical perspective matters. Next, they take a call from a 56-year-old tech professional navigating a surprise layoff and considering early retirement. With over $2M in assets and plans to relocate, they walk through whether he can afford to stop working—or if some part-time income is essential. It's a timely breakdown of early retirement math, real estate moves, and RSU liquidation strategy. The episode wraps with two strong planning discussions: a state employee navigating Roth vs. traditional 401(k)/457 contributions, and a retiree using a "bucket strategy" who wants feedback on portfolio structure. Scott and Pat debate risk tolerance, rebalancing, and why flexibility is key in retirement income planning. If you're exploring early retirement, weighing Roth contributions, or fine-tuning your investment drawdown plan—this episode is packed with actionable insights. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

Kelley discusses the critical phase of decumulation in retirement planning. She emphasizes the importance of creating a structured income strategy for retirees, addressing various risks such as market volatility, longevity, inflation, and healthcare costs. Kelley also highlights the significance of legacy planning and the need for tailored financial strategies to ensure a comfortable retirement. Listener questions reveal common challenges faced by retirees, including tax implications and the need for professional wealth management. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

Marty discusses the intricacies of retirement planning, focusing on emotional aspects of spending, modern strategies for income diversification, and the importance of having a comprehensive plan to address longevity and family dynamics. The conversation emphasizes the need for preparation and understanding of financial rules to ensure a secure and enjoyable retirement. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.

On this episode: Should you tinker with your risk profile as the headlines change? There are two new ideas on saving Social Security. Will they work? Like this episode? Hit that Follow button and never miss an episode!

A profitable multi-location mobility solutions franchise is under the microscope in this episode, with the team digging into payer mix, growth potential, and the real value of a franchise model.Business Listing – https://www.bizbuysell.com/business-opportunity/established-leader-in-mobility-and-accessibility-solutions/2225890/Welcome to Acquisitions Anonymous – the #1 podcast for small business M&A. Every week, we break down businesses for sale and talk about buying, operating, and growing them.Special thanks to Connor Groce for being a guest on this episode of the pod. Check out more of Connor's franchise resources here: https://www.connorgroce.com/

A profitable multi-location mobility solutions franchise is under the microscope in this episode, with the team digging into payer mix, growth potential, and the real value of a franchise model.Business Listing – https://www.bizbuysell.com/business-opportunity/established-leader-in-mobility-and-accessibility-solutions/2225890/Welcome to Acquisitions Anonymous – the #1 podcast for small business M&A. Every week, we break down businesses for sale and talk about buying, operating, and growing them.Special thanks to Connor Groce for being a guest on this episode of the pod. Check out more of Connor's franchise resources here: https://www.connorgroce.com/

Ferenc Toth, a financial literacy educator, speaker, and entrepreneur, discusses the financial strategies and risks associated with the current market. He highlights the importance of understanding financial tools and making informed decisions. He emphasizes the benefits of Your Personal Bank, which offers high cash value policies, and annuities with unlimited upside potential and no downside market risk. He warns of the potential AI bubble, citing high valuations and the risk of a market correction. Ferenc advises on mitigating capital gains taxes through various strategies, including charitable trusts and partial conversions. He encourages listeners to scale out of market assets to subject to market risk due to extreme asset valuations.

“Bull markets don't die of old age.” Jordan Rizzuto looks at the market's latest highs and thinks we can still move higher. He previews the upcoming earnings season, discussing how expectations have risen from the depressed level that the tariffs created. He sees three key drivers of risk: consumer behavior, underlying asset strength, and the market's directional bias.======== 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

In this episode, I sit down with Saul Cohen (Partner at The Expert Eye, ex-PwC) to unpack how small and mid-sized businesses can grow faster with mergers & acquisitions. We get real about today's market—why interest from buyers and sellers is up, why fewer deals are closing, and how founders can still build momentum by de-risking, acquiring strategically, and planning tax-smart exits. We cover: • How to make your company buyable (and why 85% never sell) • When an add-on acquisition beats organic growth • Values & culture fit (the hidden deal killer) • Search funds, seller-supported deals, and liquidity constraints • Baby boomer exits and the coming wealth transfer • Cash vs valuation trade-offs, and practical tax & succession tips About Saul Cohen Saul is an accountant and acquisitions advisor who's helped entrepreneurs navigate financial audits, risk, and strategic deals. At The Expert Eye, he empowers owners to go from operators to savvy investors—optimizing wealth, readiness for exit, and impactful acquisitions. If you're a founder or operator eyeing transformation, this conversation gives you the playbook to scale intentionally. Chapters 00:01:12-00:07:40: M&A Market: Risk and Liquidity 00:07:41-00:16:09: Strategies for Attractive Business Exits 00:16:10-00:21:20: Emotional & Cultural Fit in Acquisitions 00:21:21-End: Exit Preferences, Boomer Trends & Seller-Supported Deals ---------------------------------------------------------------------------------------------------------------------------------------------

On this episode of Fire Your Financial Advisor by Golden Reserve: Yelling “Uncle!” doesn’t help get your 401(k) out of a financial headlock. What are your exit ramps from a market crash? Is your retirement strategy too complicated? Sometimes boring is better. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

Welcome to the Urban Property Investor! In "The Risk Factor," we unpack the complexities of real estate investment. Learn to navigate common pitfalls, understand hidden costs, and think long-term. We'll explore tools like the Kelly Criterion, compare new vs. established properties, and tackle market risks and investment psychology. Discover why a low-risk strategy is key to sustainable wealth in real estate. Tune into episode 273 now!   I discuss -  00:00 - Introduction to Real Estate Investment 03:04 - Understanding Risk in Real Estate 05:47 - The Importance of Long-Term Thinking 08:25 - Evaluating Property Value and Hidden Costs 11:07 - The Kelly Criterion and Risk Assessment 14:14 - New vs. Established Properties 17:05 - Market Risk and Its Implications 19:49 - Delivery Risk in Real Estate Investment 22:29 - Behavioural Finance and Risk Tolerance 25:01 - Strategies for Successful Real Estate Investment 27:41 - Conclusion and Key Takeaways   Don't hesitate to hit me up on Facebook @SamSaggers. DM me with any of your questions :)   If you're yet to subscribe, be sure to do so on your favourite channel.    Apple - https://pre.fyi/upi-apple   Spotify - ⁣⁣https://pre.fyi/upi-spotify ⁣ YouTube - https://pre.fyi/upi-youtube   And remember, I'm really good on 1.25 or 1.5 speed :)   Take care,  Sam   Hey Investors! It's great to see you here. To get you started on your journey we've popped a few educational resources below for FREE! ➡️ DOWNLOAD The Part Time Property Investor ebook-https://pre.fyi/yt-part-time-investor-ebook ➡️ DOWNLOAD The Property Investor's Cashflow Calculator-  https://pre.fyi/yt-cashflow-calculator  ➡️ REGISTER for a Property Investing Webinar -  https://positivere.events/learn-to-invest    Positive Real Estate's Property Investor Masterclass

Think a $14 million signing bonus means instant riches? RG3’s tax shock proves otherwise. In this episode, Abe Abich breaks down how retirees face similar surprises with Social Security, RMDs, and investment withdrawals. Learn how tax planning can protect your nest egg, why overexposure to tech stocks could derail your retirement, and how proactive strategies helped real clients avoid costly mistakes. Whether you’re nearing retirement or already there, this episode offers eye-opening insights from the front lines of financial planning. 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.

On this episode: Breaking free of the market dictating your retirement lifestyle. Saying “Uncle” won’t release the headlock on your 401(k). Dividend-paying stocks are seeing record numbers. What we can learn about retirement planning from a rabbit. Like this episode? Hit that Follow button and never miss an episode!

Are financial headlines making you anxious about retirement? Michigan’s Retirement Coach, Mike Douglas, reveals how to cut through market noise and build a plan that brings confidence and clarity. From Fed rate drama to tax surprises, discover real stories and strategies for protecting income, managing risk, and minimizing taxes. Learn why a personalized retirement plan beats generic advice—and how intentional planning can lead to a truly tax-efficient future. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.

Expert tips for mitigating market risk. Why the timing of avian influenza's return could make it worse. A garlic farm in South Dakota. Minnesota cereal company cares for people and the planet.

In this week's episode of WSJ's Take On the Week, co-hosts Gunjan Banerji and Telis Demos talk to billionaire investor Cliff Asness, the co-founder and chief investment officer of AQR Capital Management. AQR is a global investment management firm known for quantitative investing, an approach that builds strategies based on data and research. Asness discusses one of the market's biggest trends: the explosion in popular ETFs designed to protect investors from downturns. But do they actually work? Later, Asness shares why he thinks trading on Robinhood can feel more like betting on FanDuel, why the stock market has become less rational due to social media, and whether Palantir and Tesla are on the meme stock spectrum. Then, he weighs in on companies reporting earnings every six months, market froth and the bind facing the Federal Reserve. This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com Further Reading [NOTE: URLS Should end with - ?mod=WSJ_TOTWPOD ] Funds Promising Shelter From Wild Swings Are Booming. But Do They Deliver? Traders Are Snapping Up Bullish Bets on Tesla In This Frothy Market, It's Boom Times for Brokers Like Robinhood A New Generation of ‘Buy the Dip' Investors Is Propping Up the Market For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter. Follow Gunjan Banerji here and Telis Demos here.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Is your retirement plan built to weather market storms and rising costs? In this episode, Kevin Madden reveals how everyday retirees can learn from Warren Buffett’s risk strategies, boost monthly income, and avoid common tax pitfalls. Discover real-life stories, smart budgeting tips, and why a lifetime tax plan matters more than a one-year refund. Whether you’re worried about streaming bills or interest rates, this show helps you rethink your financial roadmap for lasting peace of mind. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.

Are you saving for retirement but afraid to spend when the time comes? Discover why sticking to a plan beats chasing headlines, how retirees can enjoy their savings without fear, and the secrets stealthy millionaires use to build wealth quietly. Abe Ashton breaks down spending strategies, market risks, and practical tips for living your best retirement. As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for. To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.comSee omnystudio.com/listener for privacy information.

On this episode: How much should we follow the investment moves of people like warren Buffett? New data on what people need and spend in retirement. A retirement lesson from George Carlin. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.