Podcasts about Market risk

In retirement, should you be looking for opportunity in the stock market or should you leave those days behind? Subscribe or follow so you never miss an episode! Check out The Fire Your Financial Advisor Retirement Show on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.

Jim Paulsen joins Jack Forehand and Matt Zeigler on the latest Jim Paulsen Show to explore why booming AI earnings may be masking a weakening U.S. economy, and what that means for stocks, bonds, and Federal Reserve policy. Using 27 charts, he examines stalled job creation, rising oil prices, growing reliance on debt to finance AI investment, and why he expects a sharper correction in technology than in the broader S&P 500.⁠Subscribe to the Jim Paulsen Show on Spotify⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to the Jim Paulsen Show on Apple PodcastsTopics covered:Why strong S&P 500 earnings hide a widening divide between technology, energy, and the remaining seven sectors.Why low unemployment claims may offer false comfort when job creation has stalled.Jim's job market misery index and what it suggests about the case for Fed easing.How business investment and employment have broken their historical relationship.Why weak real disposable income, low savings, and higher oil prices threaten consumer spending.How fading economic momentum could push Treasury yields lower despite renewed inflation fears.Why a shrinking wall of worry could remove an important source of support for stocks.What growth stock leadership, household purchasing power, and ISM services data reveal about market risk.How debt-funded AI spending and widening credit spreads change the risks facing technology companies.Why extreme stock outperformance versus bonds could matter for portfolio allocation.The difference between rising profits per worker and sustainable economic productivity.Why Jim expects a tech bear market but a more moderate correction in the broader S&P 500.Timestamps:00:00 Why oil, rates, and tight policy worry Jim05:43 The three-way split hiding beneath strong earnings09:58 Why low jobless claims may be misleading16:18 When business investment stops creating jobs20:48 Can consumer spending outrun real income?26:01 How the wall of worry has supported stocks31:44 Investor complacency and a shift toward growth fears36:58 The disconnect between Main Street and Wall Street41:35 AI debt financing, credit spreads, and the case for bonds47:25 Investment per worker and the yield curve's earnings warning51:52 Profit productivity versus real economic productivity58:08 Why Jim expects a tech bear market and a broader correctionLearn more about the Excess Returns podcast network:https://excessreturns.coNo information discussed in this podcast should be construed as investment advice. Securities discussed may be held by the hosts and guests, their firms or their clients.

Some Americans are frustrated that affordability has not improved quicker. The US has not built a major oil refinery since 1977. Oil prices have remained high primarily due to limited refining capacity. The Trump administration recently announced the first major oil refinery since 1977. Allowing too many people into our country has created increased prices for food, housing, medical expenses, and nearly every item we purchase. If the immigration crackdown continues, an estimated 15 million foreign-born people will leave the US by the end of president Trump's term. The affordability issues have been created over decades. Fixing these problems takes time. Structural changes this significant typically are a result of bloody revolutions. So far, we have gotten off easy. It is naive to think that enemies of America, the Legacy Media, Globalists, the Uni-Party, Bureaucrats, and Democrats would give up easily. Ferenc shares an extreme client example that had suffered extremely poor performance due to poor indexes, high fees, and low participation rates.  Ferenc explains in detail how he was able to find a product that will increase their potential increased returns 10X based on the past decade historical returns.

On this episode: Retirement is a time to spend and enjoy not a time to clip coupons. Why celebrate a 10% market win when you are losing 30% on taxes? How people view monthly income vs their account balance. Covering your bases with the correct legal documents in retirement. Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.

An 11.15% coupon sounds irresistible—until you read the trapdoors. Don and Tom unpack a listener's BNP Paribas auto-callable structured note and ask the question Wall Street hopes nobody asks: what actually has to happen before you get paid?The answer includes contingent coupons, the worst-performing of three indexes, a five-year lockup, bank credit risk, and a cliff where a 41% market loss can become your 41% loss. Add a 1.5% advisory fee, and this complicated promise fails the show's favorite tests: simplicity, transparency, and liquidity.Then the phones open for retirement-planning software, a 19-year spousal age gap, fears about Japan dumping Treasuries, an Irish financial jingle, and the difference between a mega backdoor Roth and an ordinary backdoor Roth.1:05 — The structured note pitch: 11.15% with fine print4:03 — Contingent coupons and the worst-of-three rule6:50 — The 40% buffer cliff and five-year lockup9:34 — Simplicity, transparency, and liquidity fail11:50 — How big is the structured-note market?13:20 — The Financial Fysics album makes its debut15:35 — DIY retirement-planning tools and a big age gap21:56 — Could Japan dump a trillion dollars of Treasuries?25:16 — Compound interest meets an Irish pub27:26 — 401(k), mega backdoor Roth, and contribution limitsWant more Money Music? Hear extended versions from Don's fictional AI band, The Financial Fysicist, on Apple Music: https://music.apple.com/us/album/let-the-boring-money-in/6805953759 or Spotify: https://open.spotify.com/album/0G06JEvGsyw6SISfAOxLt6?si=ah2uVVWuQwmxTqjBeta8AQQuestions? Comments? Click!

Kelley Slaught discusses essential retirement planning strategies, including managing longevity risk, healthcare costs, tax planning, and early retirement considerations. This episode provides practical advice for building a secure and flexible retirement plan. 800-810-8060 California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Stock market charts can look like roller coasters, and most people assume the young riders are the ones who enjoy the drops. Not always. Nate Reineke and Chelsea Jones answer a question from an emergency medicine physician who is naturally risk-averse and feels pressure to invest aggressively simply because of their age. We also answer your colleagues' questions. A surgeon in Georgia asks, “We have a decent-sized brokerage account but found ourselves in a position with no emergency fund and a five-figure emergency. Should we take out a HELOC or withdrawal from our account?” A pediatrician in Oregon writes, “I have been a diligent saver for much of my career, and on top of that, I just received a sizeable inheritance of a couple million dollars. I still plan on working until 65. Can I start overspending on travel a bit now?” A Family Medicine Doctor in Texas says, “I am working toward PSLF and have heard about the “buyback program”; what is it and how does it work?” Are you ready to turn worries about taxes and investing into a plan for college and retirement? If you're evaluating your options and want to learn more, visit physicianfamily.com and click 'Get Started' or you can ask a question of your own by emailing podcast@physicianfamily.com. See marketing disclosures at physicianfamily.com/disclosures

Your morning briefing. All the news you need to start your day.On today's podcast:(1) A global selloff in semiconductor stocks deepened as investors retreated from one of the year’s hottest trades amid elevated bond yields and geopolitical uncertainty. Treasuries gained modestly following recent losses.(2) US President Donald Trump insisted Tuesday that there were no talks ongoing with Iran, leaving the simmering conflict in the Middle East and control of the Strait of Hormuz stuck in limbo.(3) The Trump administration delayed 50% tariffs on billions of dollars of Canadian products for three days, saying the two sides had reached a tentative agreement to resolve a broader trade dispute that had plunged relations to a fresh low.(4) Swiss voters are set to reject an initiative to strengthen the country’s neutrality in a ballot next month that Russia has tried to sway with jibes about the country’s actions during World War II.(5) Rising temperatures in the ocean now have the potential to cause intense storms in Europe later this year, according to new research.(6) A high-ranking FIFA council member has withdrawn his support for Gianni Infantino, citing the dismissal of fellow executive Kevin Lamour as the “final straw.”(7) Investors are throwing their support behind Ukraine and pocketing some of the most lucrative gains in bond markets.Podcast Conversation: LinkedIn Users Are Rewriting the Past to Land JobsSee omnystudio.com/listener for privacy information.

Roughly six vessels moved through the Strait of Hormuz in a day, down from 130 to 140 before the war, and Art Berman says Persian Gulf oil production is down about 10 million barrels a day. His case: this is a bigger supply shock than COVID, and markets are barely pricing it. Geologist and energy consultant Art Berman returns to Wealthion with Maggie Lake to explain why the oil market looks calm on the surface while the plumbing underneath has changed dramatically. He argues the ceasefire optimism is misplaced, that markets are not wrong so much as focused on the wrong part of the system, and that the real story sits in upstream production, not tanker traffic through the Strait of Hormuz. What Berman covers: - Why Hormuz flows may not return to even half of pre-war levels before the middle of 2027 - Why markets are not getting it wrong, and what the shift in the futures curve is really signaling - How the oil market always clears, and why demand reduction is the ultimate default - Upstream, midstream and downstream: the distinction most headlines miss - The figure almost no one is discussing: Persian Gulf production down around 10 million barrels a day - Why, by one measure, this is a larger supply shock than COVID Chapters: 00:00 Art Berman: The Energy Order Is Breaking 00:54 Strait of Hormuz Crisis: Why Conditions Are Getting Worse 03:57 Oil Markets, Iran and the Risk Investors Are Pricing 10:05 Why Demand Destruction Becomes the Ultimate Solution 13:18 10 Million Barrels a Day of Oil Production Shut In 16:24 Oil Stocks vs. Flows: What Investors Are Missing 22:09 Hormuz, Panama Canal & the New Geopolitics of Choke Points 27:18 Why a Middle East Deal Won't Quickly Restore Oil Flows 30:21 Why Shut-In Oil Production May Never Fully Recover 34:08 Art Berman Warns of an Unprecedented Energy System Shock 38:16 The Post-WWII Energy Order Is Unraveling 43:17 Oil Prices, Market Risk & How Price Discovery Really Works

In this episode, Kelley discusses essential retirement planning strategies, including spending, pensions, lump sums, working in retirement, and tax considerations. Kelley offers information to help listeners make informed decisions for a secure and confident retirement. 800-810-8060 California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

In this episode, Kevin Brucher discusses the changes to IRA inheritance rules, the importance of flexible retirement planning, and strategies to optimize tax efficiency in retirement. He also shares insights on government policies, scams targeting seniors, and tips for choosing the right state for retirement. 480-406-3396 Silver Leaf FinancialSee omnystudio.com/listener for privacy information.

In this episode, Kelley Slaught discusses essential retirement planning strategies, including Social Security timing, tax-efficient withdrawals, portfolio adjustments, and the importance of personalized financial plans. Learn how to optimize your income streams and avoid common pitfalls as you approach and enter retirement. 800-810-8060 California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Your retirement calculator says you're on track, but what if it's missing the factors that matter most? This episode explores the limitations of online retirement calculators, AI tools, and probability-based projections that can make retirement readiness seem simpler than it is. Ryan Herbert and Lawrence Kiely discuss how market timing, taxes, income planning, inflation, lifestyle changes, and unexpected life events can impact retirement outcomes. Learn why a personalized retirement strategy goes beyond projections and how building a plan around your unique goals, spending needs, and income sources can provide greater clarity as you prepare for retirement. Want to begin building your retirement and tax plan? Click Here to Schedule a 15-minute Discovery Call Follow us for more helpful insights:

In this episode of Kelley's Bull Market News, Kelley Slaught discusses essential strategies for retirement planning, including 401k rollovers, annuities, and tax planning to help listeners optimize their financial future. 800-810-8060 California Wealth AdvisorsSee omnystudio.com/listener for privacy information.

On this episode: Is market volatility really the biggest retirement concern, or is there a more important question hiding in plain sight? "Whatever's left, they can have" sounds simple. Why that mindset may create challenges for spouses, children, and heirs. Healthcare costs, spending habits, and other unexpected realities can reshape retirement faster than many people anticipate. A large IRA could create unexpected tax consequences. Discover why timing may matter more than many retirees realize. Most retirees picked guaranteed income over a lump sum. Their answer reveals an intriguing retirement mindset. Advisor fees can add up over time. A closer look may raise questions many investors never think to ask. Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.

The One Big Beautiful Bill has been in effect for a year — but are taxpayers actually seeing the benefits? In this episode of Dollars & Sense, Joel Garris and Christina Lamb break down the latest tax changes, including larger standard deductions, new rules for tips and overtime, the senior deduction, charitable giving updates, and the expanded SALT deduction. They also explain the newly launched Trump Accounts, including who may qualify for the $1,000 government contribution, how these accounts compare to 529 plans and custodial Roth IRAs, and why families should understand the rules before contributing. Plus, Joel and Christina discuss current market headlines, strong earnings season results, rising margin debt, leveraged ETFs, cryptocurrency volatility, and why investors should stay disciplined even when markets feel strong. If you want to better understand how recent tax law changes, family savings options, and investment risks may affect your financial plan, this episode is for you. Topics covered include: Trump Accounts, the One Big Beautiful Bill, 2026 tax deductions, senior tax planning, charitable giving rules, SALT deduction changes, earnings season, leveraged ETFs, margin debt, bitcoin volatility, and long-term investment discipline. 

Markets rarely move in a straight line. Just like the weather, investing requires understanding both the headwinds that can slow markets down and the tailwinds that can keep the rally moving forward. Lance Roberts & Michael Lebowitz examine the key forces shaping today's investment landscape, including stretched valuations, investor sentiment, earnings expectations, interest rates, liquidity, and the continued influence of artificial intelligence. While several risks deserve close attention, there are also powerful catalysts that could continue supporting stocks in the months ahead. The goal is not to predict the next storm, but to recognize the environment and adjust portfolio risk accordingly. 0:00 INTRO 1:04 - Earnings and AI Exuberance 4:44 - Consolidation Process Continues 6:33 - Have Semi-conductors Earnings Expectations Peaked? 11:03 - Pizza, Pineapple, & Sam Houston's Chili 12:54 - Why Junk Bonds and Junkier Bonds are Trading Fine 16:07 - The Bifurcated Bond Market 18:35 - What Fund Gating Really Means 21:44 - Pay Attention to Credit Spreads 22:54 - Investor Sentiment & GDP Growth 25:53 - When the Yield Curve Was Wrong 29:34 - Headwinds & Forecasts (The Big Tailwind of AI Spending) 33:40 - The Cone of Uncertainty 38:15 - Watch the Indicators 39:57 - Semi-conductors Aren't Looking Good Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/PA0HSeYexfE ------- Watch today's "Before the Bell" premarket commentary, "Semiconductor Warning as Markets Climb," https://youtu.be/9PJPUe3i390 ------- Watch our previous show, "Q&A Wednesday - CPI, Earnings, and Market Risks" https://youtube.com/live/zVjwV7l3kjw ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Candid Coffee, "Narrative Busters: Market Stories Investors Should Approach With Caution," Saturday, July 18, 2026: https://streamyard.com/watch/RfJtCj2byfDr --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #Semiconductors #Nvidia #MarketOutlook #Investing #RiskManagement #FinancialPlanning

Markets rarely move in a straight line. Just like the weather, investing requires understanding both the headwinds that can slow markets down and the tailwinds that can keep the rally moving forward. Lance Roberts & Michael Lebowitz examine the key forces shaping today's investment landscape, including stretched valuations, investor sentiment, earnings expectations, interest rates, liquidity, and the continued influence of artificial intelligence. While several risks deserve close attention, there are also powerful catalysts that could continue supporting stocks in the months ahead. The goal is not to predict the next storm, but to recognize the environment and adjust portfolio risk accordingly. 0:00 INTRO 1:04 - Earnings and AI Exuberance 4:44 - Consolidation Process Continues 6:33 - Have Semi-conductors Earnings Expectations Peaked? 11:03 - Pizza, Pineapple, & Sam Houston's Chili 12:54 - Why Junk Bonds and Junkier Bonds are Trading Fine 16:07 - The Bifurcated Bond Market 18:35 - What Fund Gating Really Means 21:44 - Pay Attention to Credit Spreads 22:54 - Investor Sentiment & GDP Growth 25:53 - When the Yield Curve Was Wrong 29:34 - Headwinds & Forecasts (The Big Tailwind of AI Spending) 33:40 - The Cone of Uncertainty 38:15 - Watch the Indicators 39:57 - Semi-conductors Aren't Looking Good Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/PA0HSeYexfE ------- Watch today's "Before the Bell" premarket commentary, "Semiconductor Warning as Markets Climb," https://youtu.be/9PJPUe3i390 ------- Watch our previous show, "Q&A Wednesday - CPI, Earnings, and Market Risks" https://youtube.com/live/zVjwV7l3kjw ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Candid Coffee, "Narrative Busters: Market Stories Investors Should Approach With Caution," Saturday, July 18, 2026: https://streamyard.com/watch/RfJtCj2byfDr --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #Semiconductors #Nvidia #MarketOutlook #Investing #RiskManagement #FinancialPlanning

In what may be our last quiz, ever, Tom turns the tables and puts Don in the hot seat with a Wall Street Journal high-school personal finance quiz—covering the Magnificent Seven, Roth IRAs, TIPS, efficient markets, yield curves, market risk, and dollar-cost averaging. Don does reasonably well, but not without protesting a dubious “debt avalanche” question and getting tangled up in a couple of accounting and risk terms. After the quiz-show nonsense, the guys tackle a listener question from Joseph in Pennsylvania: should your stock/bond allocation be based on a fixed percentage of your portfolio, or should it be driven by how many years of spending you want buffered in safer assets? Tom and Don explain why the answer depends on more than just income needs—it also depends on your emotional tolerance for volatility, your need for growth, and the role fixed income plays in helping you stay invested when markets get ugly.0:22 Tom becomes quizmaster and introduces the Wall Street Journal high-school personal finance quiz2:12 Question 1: Which stock is not part of the Magnificent Seven?3:47 Question 2: Which retirement account does not require withdrawals at a certain age?5:09 Question 3: TIPS, STRIPS, Series I bonds, and inflation-adjusted principal6:58 Question 4: Debt payoff strategies and the disputed “debt avalanche” answer9:13 Question 5: Efficient market hypothesis10:12 Question 6: What an inverted/downward-sloping yield curve says about future rates11:25 Question 7: Return on equity math and a heavily leveraged company12:56 Question 8: What it means when net present value equals zero14:44 Question 9: Why putting your emergency fund in stocks creates market risk16:52 Question 10: Unsystematic risk versus broad market risk18:57 Question 11: Dollar-cost averaging20:06 Tom and Don wrap up the quiz and revisit the “debt avalanche” controversy21:11 Listener question from Joseph in State College, Pennsylvania21:34 Should bond allocation be based on a fixed percentage or on years of spending?22:07 Risk tolerance vs. risk profile: why income needs are only part of the equation23:26 Why a 5-year spending buffer in safer assets can make sense in retirement24:13 The emotional role of bonds and fixed income during market declinesQuestions? Comments? Click!

On this episode: Most people believe they will be in a lower tax bracket and will get tax refunds in retirement. That may not be true. Is it time to pull back on your market risk when you retire? Financial advisors get paid in many ways. What is right for you? Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.

JPMorgan on Strategy's policy of allowing bitcoin sales. JPMorgan says Strategy's new policy of allowing bitcoin sales to fund preferred dividend payments has introduced "two-way risk" to crypto markets. The bank wants 24-36 months of cash coverage — right now Strategy only has 17. With the company holding 4% of all bitcoin and driving roughly 70% of net digital asset inflows this year, any shift toward selling would matter. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily." - This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Find out more at⁠ realfi.co⁠. - Ledn provides a secure and transparent way to access liquidity while maintaining your bitcoin holdings. Perfect 8 year track record of keeping clients assets safe. Don't sell your bitcoin. Get a bitcoin-backed loan. Check out your rate by using their loan calculator at⁠ ledn.io⁠ JPEG Trading is a global proprietary trading firm specializing in cryptocurrency and decentralized finance markets. From market structure and liquidity provision to quantitative trading strategies, JPEG Trading operates across the full spectrum of blockchain-based assets. Follow @jpegtrading on X to stay ahead of the latest developments in digital asset markets:⁠ https://x.com/jpegtrading⁠ - This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.

Jun 29, 2026 – The biggest threats to your financial future may have little to do with the markets. Brendan McMurtrie and Ryan Puplava reveal the blind spots most investors miss—underinsured homes, lapsed policies, and costly tax traps...

Is spending in retirement holding you back more than your savings ever did? From this past weekend’s radio show, Mike Douglas breaks down the challenge many retirees face when shifting from saving to spending. The episode explores how to evaluate big-ticket “splurges,” why confidence matters more than rigid rules, and how a structured plan can help prepare for both expected expenses and market downturns. Mike also covers the risks of one-size-fits-all advice and the importance of tax diversification when shaping a long-term retirement strategy. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.

This market looks like 2022 in three uncomfortable ways: investors are nervous about inflation, interest rates are still driving market behavior, and expensive growth stocks are vulnerable to sharp resets. But 2026 is not a copy-and-paste repeat of 2022. The investor who understands the similarities and the differences will be less likely to panic, chase, or rebalance at the wrong time.Today's Stocks & Topics: Invesco Aerospace & Defense ETF (PPA), Market Wrap, Grayscale Ethereum Staking Mini ETF (ETH), Allison Transmission Holdings, Inc. (ALSN), Advance Auto Parts, Inc. (AAP), Is This 2022 All Over Again? The Market Risk Checklist for 2026 (Today), Newmont Corporation (NEM), SPDR Gold Shares (GLD), Capital Flowing Into AI Is It A Warning Sign?, Zombie Unicorn Companies. Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs” June 30th, 2026 - 12:00 pmTo sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLgOur Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Progressive: https://www.progressive.com* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

The market feels strong—but what risks are hiding beneath the surface? Jackie Campbell and guest Jason Correa break down today’s tech-driven momentum and why staying grounded matters. They explore generational financial habits, retirement readiness, and how to turn long-term savings into a sustainable income plan. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.

Global headlines can feel overwhelming—but what do they actually mean for your retirement? JoePat Roop simplifies complex geopolitical and market concerns, connecting global events, market cycles, and long-term investing principles. The conversation focuses on risk awareness, diversification, and maintaining a steady plan despite uncertainty. For more information or to schedule a consultation call 704-946-7000 or visit BelmontUSA.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

A simple trip to Chuck E. Cheese reveals a costly truth about retirement planning. Steve Hoyl connects everyday expenses and rising prices to bigger financial challenges, highlighting how inflation, risk, and changing retirement structures impact long-term security. From shrinking buying power to market volatility and the decline of pensions, the conversation centers on balancing spending today with preparing for tomorrow. They also discuss the importance of income strategies, emergency funds, and understanding where money goes in a fast-moving financial world shaped by uncertainty. Get Your Complimentary Retirement Analysis Social Media: Facebook | XSee omnystudio.com/listener for privacy information.

What if the rules you were taught about money were never the whole game? That's where this conversation starts. Dr. Felecia sits down with Erica Neal, co-founder of Infinity Investment Strategies, wealth strategist, authorized IBC practitioner, investor, and bestselling author of Mind of Gold: A Girlfriend's Guide to Financial Freedom. Erica shares how her early money lessons came from seeing what not to do, why she moved from pre-med into finance, and how working inside traditional financial planning opened her eyes to what many people are never taught about cash flow, retirement income, and true financial control. They talk about the limits of traditional financial advice, the moment Erica realized account balances don't always translate into income, and why she eventually let go of hard-earned licenses to build something more aligned. Dr. Felecia also asks the practical questions many listeners may be wondering: What is infinite banking? How does it work? What are the tax benefits? How much does it take to start? And how can women begin learning a money language they were never taught? This conversation is about cash flow, control, protection, abundance, and understanding the rules so your money can work for you. 00:00 – Erica's Money Story 07:36 – From Pre-Med to Finance 11:36 – What Happened After Graduation 14:15 – The Question That Changed How Erica Saw Retirement 17:41 – Why Cash Flow Became the Focus 19:42 – Letting Go of Licenses and Old Identity 23:15 – Who Supported Erica Through the Pivot? 28:01 – From Scarcity to Abundance 33:26 – Surrounding Yourself With Higher-Level Conversations 35:56 – Why Erica Focuses on Women and Financial Education 40:14 – Finding the Hands Reaching Back to Help You 45:08 – Infinite Banking Explained 50:38 – Do You Have to Pay the Policy Loan Back? 52:08 – The Tax Benefits of Infinite Banking 55:26 – How Much Does It Cost to Start? 58:10 – Protecting Cash From Lawsuits and Market Risk 01:02:55 – Defense Is Just as Important as Offense     You've worked hard to build your career. Now let's build wealth that outlives it. You were born to build more than just wealth. You were born to lead, inspire, and rise. At Wealth B-Hers, we're redefining what it means to be financially fearless. Join a movement of bold women investing with intention, building legacies, and writing their own money rules.   Ready to take the first step? Visit our website - moneywithmission.com/wealth-b-hers/    Connect with Erica! Book:  Mind of Gold: A Girlfriend's Guide to Financial Freedom Website: infinityinvestmentstrategies.com LinkedIn: https://www.linkedin.com/in/theericaneal/ Instagram: https://www.instagram.com/theericaneal/ Facebook: https://www.facebook.com/TheEricaNeal/ YouTube: Real Money Talk    Key Quotes: "I still make decisions for me, and nobody can ever take that away." - Erica Neal   "If you don't know the rules to the game, you can't win." - Erica Neal

This week's episode features CPM Group Managing Partner Jeffrey Christian in conversation with host Adrian Pocobelli. Christian discusses the outlook for gold, currencies, and energy markets, explaining why he believes gold is currently in a period of consolidation and examining the roles of ETFs, central banks, and global bullion flows. He also explores the relationship between energy markets and currencies, particularly across Asia. All this and more with host Adrian Pocobelli. This week's Spotlight features David Lye, Account Manager at FM, and Horace Chow, Head of Credit, Market Risk & Insurance at Vale Base Metals. They discuss the partnership between the two companies and how FM has helped mitigate operational risks across Vale Base Metals' operations. To learn more, visit: https://www.fm.com/ “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (⁠www.incompetech.com⁠). Licensed under Creative Commons: By Attribution 4.0 License ⁠creativecommons.org/licenses/by/4.0⁠ Apple Podcasts:⁠ https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201⁠ Spotify:⁠ https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K⁠ YouTube:⁠ https://www.youtube.com/@NorthernMiner⁠ Soundcloud:⁠ https://soundcloud.com/northern-miner

From new “Trump accounts” for kids to market comparisons with past crashes, this episode with Art McPherson covers a wide range of financial topics shaping today’s landscape. You’ll hear insight into long-term investing, compound growth, and how market conditions compare to historical periods like 1929. The conversation also addresses layoffs, retirement readiness, and practical ways to evaluate income if plans change unexpectedly. Plus, a look at Roth conversion strategies, tax efficiency, and why consistent saving and disciplined planning can influence outcomes over time. For more information visit www.artofmoney.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Send us Fan MailMid-Rise Purpose-Built Rental - Mathieu Fleury on Leader Lane's Mid-Rise Mass Timber Rentals, Market Risk, and What Toronto Needs to Build More Housing Payam interviews Mathieu Fleury, partner at Toronto mid-rise developer Leader Lane Development, focused on purpose-built rental, including a nine-storey, 60-unit mass-timber project at 230 Royal York nearing occupancy, plus other Etobicoke projects and partnerships with Windmill, Elm, and the One Planet Living Fund. Fleury recounts his path from Montreal to Cambridge's real estate finance program, early roles at Loblaw Properties, Great Gulf, Dream Unlimited, and private equity at ForgeStone, where he underwrote 100+ deals annually and identified a gap for repeatable urban infill “missing middle” projects. He describes using site plan/minor variance to avoid rezoning, the challenges of small floor plates and code thresholds, and shifting from condos to rentals as the investor market weakened. They discuss purpose-built rental risks (rent levels, absorption, servicing debt), a looming supply cliff, innovation like mass timber and modular, balcony/amenity tradeoffs, and his top policy wish: reduce government fees and taxes that drive housing costs. Fleury also notes interest in multiplex housing as a complementary solution.Policy Tailwinds And BottlenecksBig Developer PlaybookCondo Vs Rental RiskPurpose Built Rental UncertaintyRent Underwriting CautionSupply Cliff and ImmigrationAffordability and SalariesPurpose Built Rental ShiftCondo Presale Model BreaksPBR Returns and AlternativesApprovals and Underwriting SitesFor more information, please refer to RealEstateDevelopmentInsights.comTake our Free Assessment at: DevelopmentReadinessAssessment.com

What does it take to build a $5 million home that changes an entire neighborhood?On this episode of RWorld Talk, Chris Krzemien sits down with developer, broker, and entrepreneur Gus Renny of Renny Realty to talk about building luxury homes in South Florida, predicting market trends, and why understanding how families actually live matters more than square footage.Gus shares the story behind his record-setting sale west of Olive Avenue in West Palm Beach, how he approaches development differently, and why he refuses to cut corners even when nobody would notice.But this episode goes beyond real estate.From entrepreneurship and failure to fatherhood and legacy, Gus opens up about the lessons that shaped him, the risks that nearly went wrong, and why every decision he makes now is centered around being a better role model for his daughter.We Covered:➡️ Why South Florida growth is far from slowing down➡️ The biggest mistake developers make when building homes➡️ What buyers really want in luxury homes today➡️ and more…Chapters:00:00 Welcome and Intro00:38 Entrepreneur Mindset01:14 Builder Perspective02:06 Historic Homes Approach03:40 Design Trends Buyers Want04:39 Partners and Teamwork06:55 Designer Knows Best07:43 Five Million Graman Sale09:27 Vertical Integration Edge12:41 Market Risk and Deal Math16:36 Learning From Mistakes17:43 Girl Dad Motivation20:42 South Florida Growth Ahead23:00 New York to Florida Story24:04 Backyard Gem and Giving26:29 Closing and ThanksFOLLOW US:Instagram: @rworldtalkLinkedIn: @rworldtalkpodcastWebsite: https://rworld.com/LISTEN ON AUDIO:Spotify: https://open.spotify.com/show/6TFUYs7cTWw539wUD7aLkE?si=79cdc73ede2f4828Apple: https://podcasts.apple.com/us/podcast/rworld-talk-south-florida-real-estate/id1671206655#SouthFlorida #LuxuryHomes #WestPalmBeach #RealEstate #Realtor #Entrepreneurship #Luxury #Developer #GirlDad

We all want retirement success. But how do we achieve it? What if the best method is to identify possible *failures* first, and then simply work backward to avoid those failures?  Looking for a financial planner?  → PlanWithJesse.com In this episode, Jesse applies Charlie Munger's principle of inversion to retirement planning, arguing that instead of only defining success, investors should first identify how retirement plans fail and then design strategies to avoid those outcomes. He introduces a framework of 14 retirement risks and focuses on the first seven: longevity risk, inflation risk, household risk, market risk, sequence of returns risk, withdrawal risk, and health risk. Longevity risk is framed as the danger of outliving assets. Inflation risk is described as the gradual erosion of purchasing power, with equities and TIPS offering partial protection while cash and bonds provide stability at the cost of real returns. Household risk centers on coordination between partners, emphasizing survivor planning, shared understanding of finances, and alignment on spending and documentation. Market risk is presented as unavoidable and inseparable from long-term investing, managed primarily through time, rebalancing, and disciplined behavior. Sequence of returns risk highlights the disproportionate impact of poor early-retirement market performance, with cash and bond buffers used to mitigate early withdrawal pressure. Withdrawal risk focuses on spending levels that are too high relative to portfolio size, while health risk underscores that physical and cognitive decline can ultimately matter more than financial outcomes, making long-term health investment a critical component of retirement planning. Key Takeaways: • Retirement planning is improved by focusing on failure modes first. • Longevity risk is the danger of outliving retirement savings. • Inflation risk reduces purchasing power over long retirement horizons. • Household risk stems from misalignment or loss within a couple or family. • Market risk is unavoidable in exchange for long-term returns. • Sequence of returns risk is most dangerous early in retirement. • Withdrawal risk occurs when spending exceeds sustainable portfolio levels. • Health risk can undermine retirement quality regardless of wealth. Key Timestamps: (01:07) – Charlie Munger During WWII (03:13) – Quick Overview (09:40) – 1: Longevity Risk (15:17) – 2: Inflation Risk (19:17) – 3: Household Risk (23:39) – 4: Market Risk (27:31) – 5: Sequence of Returns Risk (31:48) – 6: Withdrawal Risk (33:30) – 7: Health Risk Key Topics Discussed: The Best Interest, Jesse Cramer, Wealth Management Rochester NY, Financial Planning for Families, Fiduciary Financial Advisor, Comprehensive Financial Planning, Retirement Planning Advice, Tax-Efficient Investing, Risk Management for Investors, Generational Wealth Transfer Planning, Financial Strategies for High Earners, Personal Finance for Entrepreneurs, Behavioral Finance Insights, Asset Allocation Strategies, Advanced Estate Planning Techniques Mentions: https://bestinterest.blog/e126/ https://bestinterest.blog/e87/ https://bestinterest.blog/rmds-sequence-risk-retirement-destruction/ Retirement Planning Guidebook: Navigating the Important Decisions for Retirement Success by Wade Pfau Wade Pfau chart: https://www.advisorpedia.com/media/2024/2/Sequence_of_returns_risk.png https://open.spotify.com/episode/1ox7hbv5uhG3bHsIzf2Cfk?si=keUGIC4uSfOoEl4VrcpbPg   https://bestinterest.blog/e122/  More of The Best Interest: Check out the Best Interest Blog at https://bestinterest.blog/ Contact me at jesse@bestinterest.blog Need a financial planner?  → PlanWithJesse.com  The Best Interest Podcast is a personal podcast meant for education and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.

In this episode, Michelle Tack interviews Bill Bymel, a seasoned real estate investor and founder of First Lien Capital, about his decades of experience in distressed debt, loan workouts, and market cycles. Bill shares how he entered the distressed mortgage space during the 2008 financial crisis and built a business around acquiring non-performing loans at a discount, restructuring debt, and helping borrowers exit with dignity. He also discusses market cycles, current dislocations in commercial real estate, and how his firm combines institutional knowledge, strong networks, and AI to manage risk and create value across residential and commercial assets.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Michael Levy joins Brandon Sedloff for a wide-ranging conversation on leadership, institutional evolution, and the long arc of building durable businesses. Michael reflects on his unconventional path from studying fine arts and attending law school at night to becoming a senior leader at Morgan Stanley and eventually CEO of Crow Holdings. He shares lessons from navigating the 2008 financial crisis, why listening and trust-building matter more than quick action when leading organizations, and how Crow Holdings has evolved from a legendary real estate company into a diversified investment platform spanning energy, renewables, and national security. We discuss: • Michael's unconventional path from fine arts student to Wall Street real estate executive • What Morgan Stanley taught him about mentorship, optionality, and leadership under pressure • The inside story of Crow Holdings' evolution across three generations of leadership • Why the firm shifted from pure real estate into energy, renewables, and national security businesses • How Michael approaches leadership, decision-making, and building trust inside long-term organizations This episode is a deep look at institutional leadership, business evolution, and the mindset required to build resilient organizations across decades. Links: Michael on LinkedIn - https://www.linkedin.com/in/michael-levy-57033012/ Crow Holdings - https://www.crowholdings.com/ Juniper Square - ⁠https://www.junipersquare.com/⁠ Brandon on LinkedIn - ⁠https://www.linkedin.com/in/brandonsedloff/⁠ Topics: (00:00:00) - Intro (00:01:44) - Michael's background and career (00:15:02) - Strategic leadership (00:20:56) - Becoming involved with Crow (00:25:26) - Michael's mandate when coming into Crow (00:30:18) - The evolution of Crow (00:37:07) - The influence of Harlan Crow (00:41:17) - The size and scale of Crow Holdings (00:45:01) - Trends to look for in the future (00:53:34) - Leadership philosophies

Governments around the world are carrying significantly more debt than they were just a few years ago… and now much of that debt is rolling into a much higher interest rate environment.Today's Stocks & Topics: Avantis All Equity Markets ETF (AVGE), Market Wrap, Suncor Energy Inc. (SU), Imperial Oil Limited (IMO), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Why Rising Sovereign Debt Could Become a Bigger Market Risk in 2026, Halliburton Company (HAL), EchoStar Corporation (SATS), ETFs, Ryder System, Inc. (R), Zoetis Inc. (ZTS).Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs” June 30th, 2026 - 12:00 pmTo sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLgOur Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Quince: https://quince.com/invest* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.comAdvertising Inquiries: https://redcircle.com/brands

In this episode of BCI Cattle Chat, the hosts discuss recent research on liver abscesses in feedlot cattle, including how diet, grain processing, and days on feed may influence their prevalence and economic impact. They explore new findings suggesting liver abscesses may not be caused solely by rumen acidosis, highlighting the need for more research into other contributing factors and prevention strategies. The conversation then shifts to current cattle market conditions, where the team examines risk management options for cow-calf producers facing high calf prices, drought concerns, and decisions about retaining heifers. They also cover tools like futures contracts and livestock insurance programs that producers can use to manage price volatility heading into the fall. 3:10 Liver Abscess Research 14:37 Cattle Market Risk Management For more on BCI Cattle Chat, follow us on X at @ksubci, Facebook, and Instagram at @ksubci. Check out our website, ksubci.org. If you have any comments/questions/topic ideas, please send them to bci@ksu.edu. You can also email us to sign up for our weekly news blast! Don't forget, if you enjoy the show, please go give us a rating!

The “Henssler Money Talks” hosts ask the question many investors are quietly wondering: Are we witnessing a technological revolution — or another dot-com-style bubble? We'll compare today's AI-driven rally to the market environment of 2000, explore why the Magnificent 7 continue to dominate investor attention, and discuss whether confidence in an “A.I. put” is fueling one of the most concentrated and optimistic stock markets in decades.Original Air Date: May 16, 2026Read the Article: https://www.henssler.com/is-the-ai-rally-a-bubble-similarities-differences-and-risks  

What if financial independence isn't a number — it's a system? In this episode, Marcus sits down with Ron Kmetovicz — engineer, entrepreneur, and author of Ghost Money the Book — to dig into what financial independence actually looks like, why most people sabotage themselves before the market gets a chance to, and the deceptively simple strategy Ron has used across three generations of his family. At 78, Ron has weathered the dot-com crash, multiple market corrections, and decades of financial noise. His verdict? The strategy is simpler than the finance industry wants you to believe — and the biggest risk isn't the market. It's you. What We Cover Redefining financial independence — why it's not a number ($2 million, $5 million) but a structure: multiple revenue streams that don't all depend on the same thing The ghost account — Ron's core concept: a separate savings vehicle you start building in your teens, contribute to consistently, and largely ignore When to start — why Ron targets 8th to 10th graders and what a 16-year-old saving 20% of a part-time wage can realistically accumulate before finishing high school The 60/40 strategy — why a balanced fund (60% stocks, 40% bonds), consistently funded monthly, beats most active trading approaches over a lifetime S&P 500 ETFs explained — what they are, why Ron recommends them for those who can tolerate volatility, and what the long-run return data actually shows Why you shouldn't pick individual stocks — unless you have the mathematical and business training to do fundamental analysis, individual stock picking is a losing game The dot-com crash as a case study — what happened to investors who bought at the peak, how long recovery took, and why those who stayed the course still came out ahead Behaviours to abandon — Ron's frank take on the seven deadly sins as financial destroyers: greed, sloth, gluttony, lust, wrath, envy, and pride Fear, panic, and missed opportunity — the emotional triad that drives people to sell at the bottom and buy into the bubble Owning your home outright as a revenue stream — why Ron counts a mortgage-free home as a genuine component of financial independence The equity release trap — who benefits when you unlock your home equity (hint: not you), and the generational wealth implications for millennials and Gen Z What people are really chasing — the conversation gets honest about the difference between managing money and managing anxiety, status, and fear through money Staying the course — why discipline, not strategy, is the variable that separates those who get there from those who don't Key Takeaway Financial independence isn't about hitting a magic number. It's about building multiple revenue streams — starting as early as possible, saving consistently, investing simply, and having the discipline to stay in when everything in you wants to get out. Ghost Money: The Pathway to Financial Independence eBook : Kmetovicz, Ronald: Amazon.co.uk: Kindle Store

On this episode of Fire Your Financial Advisor: Can you “break the bank” on a retirement whim? Sometimes boring is better with investing. Is Vanguard taking it too far? When the estate had bills, how much do you have to pay? Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.

In this week's update, Jim Stromberg, CEO & Founder of StockInvest.us, dives deep into the current state of the markets. With the Nasdaq sitting in extremely overbought territory for over two weeks, is a 10% correction to the 24,000-point level imminent, or will the momentum push us straight to 30,000?Jim shares his personal trades, his outlook on the "best decade ever" for the global economy, and high-conviction bets on oil, gold, and defense stocks. We also get an update on the $1,000 Challenge portfolio, which has grown to over $4,400!Nasdaq Analysis: Why the RSI hitting 87 suggests a cooling period is ahead.The Oil Bet: Jim predicts a drop from $99 to $40 by the end of summer—here's how he's positioned.Geopolitics & Defense: Why drone manufacturers and military component producers are long-term dividend goldmines as the world rearms.Stock Deep Dives: Updates on Tesla (TSLA), Nvidia (NVDA), NIO, American Airlines (AAL), and more.Market Breadth: Only 32% of stocks are showing buy signals—what does this mean for the "hidden" rally?0:00 – Introduction: Nasdaq Overbought?1:20 – Global Economy: The Tide is Turning between East & West2:15 – Why a 10% Nasdaq Correction is Healthy3:00 – Oil Market: The Bearish Case for $40 Oil4:10 – Gold Outlook: Cooling down to $3,5005:10 – Geopolitics: Ukraine, Iran, and Global Stability6:00 – Investment Strategy: The Weapon Industry & Drone Wars7:30 – 10-Year Treasury Yields at 4.46% (Market Risk)8:40 – StockInvest.us Internal Data: Buy/Sell Signals Overview9:50 – Individual Stocks: Tesla, Nvidia, and the "Greed" Trap11:10 – Retail & Travel: Starbucks vs. Dollar General12:20 – $1000 Challenge Update: Portfolio hits $4,400+13:10 – NIO Forecast & Upcoming Earnings

In this episode of Built For Life Not Just Wealth, Ryan Burklo interviews Bob Kievit, a seasoned retirement planning expert, to explore strategies for optimizing wealth, minimizing taxes, and ensuring a secure income stream in retirement. They discuss the importance of deliberate asset structuring, tax management, and strategic distribution to achieve financial independence.   Check out our website:  https://www.builtforlifenotjustwealth.com/ Find us on YouTube: https://www.youtube.com/@builtforlifenotjustwealth/ Subscribe to our newsletter: https://www.quantifiedfinancial.com/subscribe-now Check out our Instagram: https://www.instagram.com/ryanburklofinance?igsh=ZTJzN3Jnajd5M2Mw Ryan Burklo's LinkedIn profile: https://www.linkedin.com/in/ryanburklo/ Alex Collin's LinkedIn profile: https://www.linkedin.com/in/alexandercollins/ For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo   #BuiltForLifeNotJustWealth #retirementplanning #taxstrategies #wealthmanagement #incomestreams #assetallocation #financialindependence #taxminimization #legacyplanning   Key  Topics Importance of strategic asset location and allocation Tax-efficient withdrawal strategies The impact of asset location on effective tax rates   Chapters 00:00 Introduction and Guest Credibility 01:23 Focus on Income Streams, Not Just Asset Growth 02:11 Industry Evolution and Results in Financial Planning 04:24 The Six Critical Factors in Retirement Planning 05:55 Protection and Future Wealth Strategies 08:00 Maximizing Cash Flow in Retirement 09:23 Tax Strategies and Asset Location 12:37 The Importance of Asset Location and Pie Charts 14:44 Real Estate and Business Exit Planning 18:21 Retirement Accounts and Tax Implications 23:11 Understanding Tax Brackets and Effective Tax Rates 36:30 Managing Asset Allocation and Liquidity 38:08 The Impact of Market Corrections and Market Risk 39:08 The U.S. Tax System and Marginal Tax Brackets 42:55 Managing Effective Tax Rates in Retirement 45:29 Structuring Wealth for Optimal Tax and Cash Flow 46:20 The Future of Wealth and Retirement Planning 47:23 Asset Shifting and Strategic Repositioning 50:12 Distribution Strategies in Retirement 53:22 Closing Remarks and Resources  

The market keeps bouncing back from everything. COVID. 9% inflation. Silicon Valley Bank. Liberation Day. And every time, investors learned the same lesson: it always works itself out. But what if this time it doesn't? Jim Bianco, President and CEO of Bianco Research  joins Jim Iuorio and Bob Iaccino to break down the one macro risk nobody is pricing in right now. And why if it stays unresolved longer than expected, stocks could draw down 15 to 20%. What you'll take away: - The #1 macro risk the stock market is completely ignoring - Why tech keeps hitting all-time highs despite uncertainty - Semis vs. software: how AI is splitting the market in two - What agentic AI really means for jobs and your portfolio - Gold vs. Bitcoin: which wins the dollar debasement trade - Which AI tool to pay for: Claude, ChatGPT, Grok or Perplexity - Why private credit could become the next big problem 

What do market shocks and celebrity money stories have in common? JoePat Roop explores “black swan” events—unexpected disruptions that can reshape retirement plans—and why preparation matters when surprises hit. The conversation also looks at well-known celebrities who earned millions yet faced financial trouble, sparking a discussion about income, spending, and longevity. This episode connects real-world examples to broader lessons about uncertainty, planning, and financial resilience. For more information or to schedule a consultation call 704-946-7000 or visit BelmontUSA.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Navigating Market Risk is a special series from The Core Report Weekend Edition with Govindraj Ethiraj, focused on investment strategy, market volatility and the big risks shaping 2026. In this episode, fund managers Navigating Market Risk is a special series from The Core Report Weekend Edition with Govindraj Ethiraj, focused on investment strategy, market volatility and the big risks shaping 2026. In this episode, fund managers Pratik Agarwal, MD & CEO, Motilal Oswal Asset Management Company and Ashish Somaiyaa, CEO, WhiteOak Capital Asset Management, explain why they remain bullish on Indian markets despite oil shocks, FII selling, rupee pressure, gold volatility, AI disruption and global uncertainty.Markets are changing fast. Oil prices, OPEC shifts, US market highs, gold and silver moves, India's macro challenges and emerging market flows are all colliding at once. For investors, the key question is simple. Is this a time to fear market risk or prepare for the next big opportunity?This conversation explores how professional fund managers are thinking about Indian stock markets, investment strategy, asset allocation, market volatility, oil prices, rupee outlook, FII flows, gold, silver, AI investing, banks, IT stocks, EVs, renewables, energy transition and long term wealth creation.Are Indian markets pricing in too much fear? Is the US market too optimistic? Will oil prices hurt India's economy? Can active fund managers generate alpha in 2026? And where should smart money look when uncertainty is rising?This episode is essential for investors, business leaders, finance professionals, consultants, entrepreneurs and India-based professionals tracking markets, economy, business news, financial services, consulting, technology, manufacturing and global trends.Watch the full conversation to understand why market risk in 2026 may also be creating one of the most important investment opportunities for India.Subscribe to The Core Report for sharp conversations on business, markets, economy, technology, manufacturing, policy and global trends.#MarketRisk #IndianStockMarket #InvestmentStrategy #IndiaEconomy #FinancePodcast #TheCoreReport #TheCoreJoin The Core Insider to get access to perks:https://www.youtube.com/channel/UCzXJw6XkwZulY4nigdtvs4Q/joinListeners! We await your feedback: https://tinyurl.com/TCR-Listener-SurveyThe Core & The Core Report is ad supported & FREE for all readers & listeners. Write in to shiva@thecore.in for sponsorships & brand studio requirements.For more of our coverage check out thecore.in (https://www.thecore.in/)Join & Interact anonymously on our WhatsApp channel (https://tinyurl.com/The-Core-WhatsApp-Channel) Subscribe to our Newsletter (https://www.thecore.in/newsletters/thecorenewsletter)Follow Us on Social Media for More Updates:Twitter (https://twitter.com/the_core_in)Instagram (https://www.instagram.com/the.core.in/)Facebook (https://www.facebook.com/thecore.biz/)Linkedin (https://www.linkedin.com/company/thecore-in)Youtube (https://www.youtube.com/@thecore_in)

Tripp Limehouse discusses critical aspects of retirement planning, including tax strategies, estate planning, and managing market risks. Listeners will learn how to create a comprehensive retirement plan, avoid common pitfalls, and prepare for the largest wealth transfer in history. Visit Limehouse Financial to learn more. Call 800-940-6979See omnystudio.com/listener for privacy information.

If your clients want answers from today's headlines, how do you give them clarity that still makes sense 5–10 years from now? In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Nathaniel “Nat” Guild, founder and president of Apex Equity Research LLC, who discusses one of the most overlooked risks in modern portfolio building: hidden concentration risk. Nathaniel also explains why safeguarding against losses, rather than simply pursuing gains, is the real secret to long-term investing success. He further examines how passive strategies and the rapid growth of private and shadow assets are creating hidden structural risks that many advisors and clients fail to see.    Key Takeaways: → The most important factor in investing isn't maximizing returns; it's avoiding major drawdowns that can permanently impair capital. → Seven to ten stocks now dominate major indexes, meaning many “diversified” portfolios may be far more concentrated than advisors realize. → The rise of index funds combined with growth in private assets creates distortions that can amplify volatility and reduce true diversification. → Diversifying information intake is just as important as diversifying portfolios. → Short-term media narratives often distract from meaningful long-term risks.   Nathaniel “Nat” Guild is the founder and President of Apex Equity Research LLC, established in 2011 to provide rigorous investment research to financial institutions, fund managers, and fiduciaries seeking clarity in U.S. equities. Known for pinpointing critical risk factors that help long-term investors cut through market noise, Nat has advised some of the largest mutual and hedge funds in the industry. His previous firm, Short Alert, earned a Barron's cover story for exceptional performance, and his insights have appeared in Fortune, SmartMoney, and The Wall Street Journal. In May 2025, he launched Market Risks, a semi-monthly newsletter that breaks down complex financial data and global events into clear, actionable insights for disciplined investors.  Connect With Nathaniel: Website:  https://apex-equity-research.com/ LinkedIn: https://www.linkedin.com/in/nathaniel-guild-b583831/ Learn more about your ad choices. Visit megaphone.fm/adchoices

If your clients want answers from today's headlines, how do you give them clarity that still makes sense 5–10 years from now? In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Nathaniel “Nat” Guild, founder and president of Apex Equity Research LLC, who discusses one of the most overlooked risks in modern portfolio building: hidden concentration risk. Nathaniel also explains why safeguarding against losses, rather than simply pursuing gains, is the real secret to long-term investing success. He further examines how passive strategies and the rapid growth of private and shadow assets are creating hidden structural risks that many advisors and clients fail to see.    Key Takeaways: → The most important factor in investing isn't maximizing returns; it's avoiding major drawdowns that can permanently impair capital. → Seven to ten stocks now dominate major indexes, meaning many “diversified” portfolios may be far more concentrated than advisors realize. → The rise of index funds combined with growth in private assets creates distortions that can amplify volatility and reduce true diversification. → Diversifying information intake is just as important as diversifying portfolios. → Short-term media narratives often distract from meaningful long-term risks.   Nathaniel “Nat” Guild is the founder and President of Apex Equity Research LLC, established in 2011 to provide rigorous investment research to financial institutions, fund managers, and fiduciaries seeking clarity in U.S. equities. Known for pinpointing critical risk factors that help long-term investors cut through market noise, Nat has advised some of the largest mutual and hedge funds in the industry. His previous firm, Short Alert, earned a Barron's cover story for exceptional performance, and his insights have appeared in Fortune, SmartMoney, and The Wall Street Journal. In May 2025, he launched Market Risks, a semi-monthly newsletter that breaks down complex financial data and global events into clear, actionable insights for disciplined investors.  Connect With Nathaniel: Website:  https://apex-equity-research.com/ LinkedIn: https://www.linkedin.com/in/nathaniel-guild-b583831/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Oil Spikes, Strait of Hormuz Disruption, and War Psychology: Doug on the Iran Conflict and Market Risk Doug and the host discuss how oil futures briefly hit $120 amid escalating conflict involving Iran, arguing markets still aren't fully pricing the risks. They call the US action an unprovoked war, stress that wartime information is unreliable, and predict a long conflict followed by a major psychological campaign to build US public support, similar to COVID-era shifts. They cite reported destruction or severe damage to expensive US assets in the Gulf, disruption fears in places like Dubai, and the Strait of Hormuz being effectively closed, taking roughly 20% of global oil supply offline and prompting early global moves like rationing and price controls. They warn government interventions can worsen economic fallout, discuss positioning in commodities (notably a corn ETF) and oil stocks, and advise Americans to "panic early," prepare for fuel/food shocks, possible cyberattacks, and broader supply-chain instability. 00:00 Market Shock and Oil Spike 00:38 Unprovoked War and Propaganda 04:10 Backlash and Free Speech Costs 07:10 Long War and Public Psyops 09:32 Gulf Escalation and Energy Crunch 13:02 Government Meddling and Trade Ideas 22:03 Global Shipping Norms Unravel 28:00 Prepare Early for Domestic Fallout 32:25 Boots on the Ground and Wrap Up