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VettaFi's Head of Research Todd Rosenbluth discussed the Invesco S&P 500 Equal Weight ETF (RSP) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
David Trainer, founder and president at New Constructs, says the intensity of competition in the artificial-intelligence business is setting up a path for big winners and losers, and he says that it's nearly time "to see a lot of the companies in the AI race fall out." Trainer cits cash flows turning negative, and says that accounting tricks have hidden much of the problem by allowing companies to keep some debts off of balance sheets. When focusing on what he calls the real debt level of the companies, Trainer says "the cash flow for these companies is highly negative and it cannot be sustained." Further, Trainer notes that with so much money committed to the development of A.I., there is no guarantee that the companies that get in trouble will find a market waiting to take them over once the financial troubles hit. In "The Week That Is," Vijay Marolia, chief investment officer at Regal Point Capital, discusses how last week's software sell-off isn't changing his take on how "Software will eat the world," but it is a symptom of how the speed of development is amping up investor concerns about the A.I. revolution. He also discusses how and why the "Sell America" sentiment has been building, and why the Dow Jones Industrial Average — and not the Nasdaq Composite or the Standard & Poor's 500 — is leading the way for market gains early this year. David Bach, author, "The Automatic Millionaire: A Powerful One-Step Plan to Live and Finish Rich," celebrates the revised, 20th anniversary edition of the book and the countless people it has helped by getting them started small towards long-term lifelong savings and living goals. Bach — who last appeared on Money Life a decade ago with the 10th-anniversary edition of the book — discusses how time and technology have changed, but how they also have helped savers reach their goals more easily.
VettaFi's Head of Research Todd Rosenbluth discussed the NEOS Russell 2000 High Income ETF (IWMI) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
VettaFi's Head of Research Todd Rosenbluth discussed the Vanguard Emerging Markets Stock Index Fund (VWO) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
This is one of those episodes that just keeps getting better as it goes. Our guest this week is a Cleveland-based entrepreneurial dentist who is as kind as he is impressive. He invited us into his home to share deep wisdom on wealth, health, and raising a family, culminating in a masterclass on how the '1%' actually get things done. Dr. Louis Malcmacher is a world-renowned educator, businessman, and a true chessed machine. Enjoy!(My thanks to David Wester for the video and audio of this episode and to Chaikel Kaufman and friends for facilitating it!)
VettaFi's Head of Research Todd Rosenbluth discussed the Fidelity Enhanced Small Cap ETF (FESM) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
VettaFi's Head of Research Todd Rosenbluth discussed the CoinShares Bitcoin Mining ETF (WGMI) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
In this episode, Stig Brodersen shares personal reflections on money, life, and happiness. He explores how money magnifies who we already are, why lifestyle creep can quietly erode happiness, and how growing wealth may change relationships. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:01:13 - Why money magnifies who you are 00:02:42 - How to think about lifestyle creeps and incremental happiness 00:10:02 - Why you shouldn't try to change others 00:14:47 - Why you should be around people who play cricket 00:22:58 - Why you can have anything but not everything 00:27:29 - Why you should lean into your unfair advantage 00:32:12 - Some welcome and uncoming surprises of wealth 00:50:25 - Why you should be useful Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Learn how to join us in Omaha for the Berkshire meeting here. Stig's blog post on his portfolio and track record since 2014. Stig's podcast episode on his journey into financial independence. Stig's podcast episode on his advice to his 20-year old self. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Masterworks Linkedin Talent Solutions Simple Mining Plus500 Shopify Fundrise Netsuite References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
VettaFi's Head of Research Todd Rosenbluth discussed the T. Rowe Price US Equity Research ETF (TSPA) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
Season 6 of the Women's Wealth Canada Podcast is here and it's more honest, practical, and empowering than ever before.Hosted by Glory Gray, financial planner, wealth advisor, and trusted voice for Canadian women, this season dives deeper into the real-life money conversations that don't always get talked about.This season, we explore:How life transitions such as retirement, career shifts, divorce, loss, or reinvention can impact our financial decisionsThe emotional and psychological side of money, not just the numbersWhat it truly means to feel confident, capable, and in control of your financial lifeHow to plan wisely for the future while still enjoying todayYou'll hear from expert guests including estate professionals, retirement coaches, and thought leaders who understand that wealth isn't just about accumulating money, it's about clarity, purpose, and choice.If you're navigating change, questioning what's next, or simply want to make smarter, more confident financial decisions, Season 6 is for you!
CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Portfolio Managers Who Don't Know How to Use AI.
VettaFi's Head of Research Todd Rosenbluth discussed the iShares Systematic Alternatives Active ETF (IALT) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
In this episode of Girl Core, Halli Smith takes us on a candid journey into the wild world of 'Birthday Pound Town,' exploring the pressures, expectations, and realities of celebrating birthdays and intimacy. Halli reflects on 25 years of life lessons, offering invaluable tips to inspire, empower, and entertain. Whether you're a twenty-something navigating life's twists and turns or just curious about leveling up your mindset, this episode is packed with honest insights, practical advice, and eye-opening revelations drawn from Halli's real life experiences.F I N D M E H E RE !
Show Date: 1/1/26Dan and Andy review the 1978 album "Life for the Taking" by Eddie Money.Sports and Songs Podcast Links:https://www.facebook.com/sportsandsongs1https://twitter.com/SportsandSongs1https://www.instagram.com/sportsandsongs/https://www.sportsandsongspodcast.com/
In this episode of the Coach D Podcast, I'm joined by overseas pro hooper Baylee Steele, who shares powerful lessons from his journey playing in Japan, Poland, Hungary, and China.Baylee opens up about his adoption story, the father figures who shaped his mindset, and how sacrifice, discipline, and perspective have guided his basketball career. We dive into the reality of professional basketball as a business, the importance of being smart with money, and why players must prepare for life beyond the game.From off-season training and skill development to fueling your body properly and building a personal brand, this episode delivers real insight for hoopers who want to grow on and off the court.Episode Highlights
This episode is our version of a year-end wrap. We look back on the biggest themes from 2025, from money and markets to mindset, purpose, and growth, and reflect on what actually mattered most. It's a highlight reel of the conversations that shaped the year, plus a look ahead at what's coming next. If you've been with us all year (or you're just jumping in), this one ties it all together. Thanks for spending this year with us! Past Episodes Referenced in This Wrap-Up: - New Year, New Disciplines (EP 0145) – Kicking off 2025 with a focus on clarity, intention, and what deserves your energy - Everything Everywhere Fallacy (EP 0147) with Mitch Matthews – Why “being one place well” matters more than doing everything at once - Part 1: I'm Learning to "Let Them" (EP 0155) – Learning to release control and stop managing outcomes - Part 2: I'm Learning to "Let Me" (EP 0156) – Doubling down on what you can control - Loss Aversion: Losing Hurts More Than Winning Feels Good (EP 0162) – Understanding emotional decision-making during market uncertainty - Your Passion Doesn't Retire with Brandon Hatcher (EP 0174) – Why purpose doesn't end when your career does 00:00 Welcome to the Above Board Podcast Year-End Recap 00:09 Reflecting on 2025: Achievements and Inspirations 01:08 Key Themes of 2025: Financial Clarity and Personal Growth 01:31 Impactful Conversations: Focus and the Everything Everywhere Fallacy 02:44 Q2 Highlights: Embracing the Let Them Theory 04:30 Q3 Insights: Navigating the Financial Markets 05:37 Q4 Focus: People, Purpose, and Fulfillment 07:37 Looking Ahead to 2026: Exciting Plans and Gratitude
VettaFi's Head of Research Todd Rosenbluth discussed his favorite ETF picks of 2025 on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
VettaFi's Head of Research Todd Rosenbluth discussed the biggest ETF-related takeaways for 2025 on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Active Portfolio Managers.
VettaFi's Head of Research Todd Rosenbluth discussed the Avantis US Small Cap Value ETF (AVUV) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Stupid Money Risk.
VettaFi's Head of Research Todd Rosenbluth discussed the VictoryShares Free Cash Flow Growth ETF (GFLW) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
Jeffrey Hirsch, editor of the Stock Traders Almanac, says that artificial intelligence is creating a "super boom," because it's a "culturally-enabling, paradigm-shifting technology," which he says can drive the Dow Jones Industrial Average to 62,000 — up about 30% from current levels — in just a few years. Hirsch, also the chief executive of Hirsch Holdings, also discusses calendar and seasonal impacts on the market and how he expects a Santa Claus rally this year, but what it means if the market misses out. Vijay Marolia, chief investment officer at Regal Point Capital, debuts as Money Life's newest regular in a segment called "The Week That Is," which provides one takeway from the market and economic news of the week just finished, the thing to watch out for in the week ahead and one take looking further forward. This week, Vijay focuses on the Netflix-Warner Brothers Discovery deal, how precious metals will respond to a rate cut and move forward and what parents should consider about the new Trump Accounts saving for children. David Trainer, president at New Constructs, circles back on Lyft Inc., the rideshare company that he first singled out as it was in its IPO phase in 2019. The stock is up more than 70 percent year-to-date, but it has lost more than three-quarters of its value since it was launched. Trainer says this year's gains are simply setting up the next fall for a company that is burning cash and that carries a negative economic book value. Rachel Perez discusses the results of a survey done for Rula Health, which showed that 75% of Americans say the cost of holiday gifts stresses them out, but also stresses their budget, with the average American overspending their plan by $261.
CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Justifying This Valuation is No Easy Lift.
VettaFi's Head of Research Todd Rosenbluth discussed the Goldman Sachs Corporate Bond ETF (GIGL) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week.
VettaFi's Head of Research Todd Rosenbluth discussed the Amplify Online Retail ETF (IBUY) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Dashing to a Crash?.
VettaFi's Head of Research Todd Rosenbluth discussed the Utilities Select Sector SPDR Fund (XLU) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Investors Not Using AI.
Luke 12:13-21
VettaFi's Head of Research Todd Rosenbluth discussed the Capital Group Municipal Income ETF (CGMU) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Danger Zone: The Losers in the AI Arms Race.
VettaFi's Head of Research Todd Rosenbluth discussed the year-to-date record inflows into ETFs for 2025 on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Fast Charging Losses.
VettaFi's Head of Research Todd Rosenbluth discussed the Capital Group Municipal Income ETF (CGMU) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
Senior Investment Analyst Kyle Guske II sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Blinded by This Eye-Popping Valuation.
VettaFi's Head of Research Todd Rosenbluth discussed the Direxion Daily Semiconductor Bull 3X Shares (SOXL) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
Senior Investment Analyst Kyle Guske II sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: All Trick, No Treat: This Fund's Holdings Don't Deserve Its Fees.
VettaFi's Head of Research Todd Rosenbluth discussed the T. Rowe Price QM US Bond ETF (TAGG) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: 3Q25 Earnings: Where Street Estimates Are Too High & Who Should Miss.
VettaFi's Head of Research Todd Rosenbluth discussed the Vanguard Emerging Markets Ex China ETF (VEXC) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
VettaFi's Head of Research Todd Rosenbluth discussed the Calamos Laddered S&P 500 Structured Alt Protection ETF (CPSL) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
VettaFi's Head of Research Todd Rosenbluth discussed the Fidelity Investment Grade Securitized ETF (FSEC) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
At FinCon, Chuck Gaffe- moneylifeshow.com sat down with Paul for a wide-ranging conversation about investing and financial independence.Paul shared insights on the rise of index funds, the FIRE movement's “one-fund-for-life” approach, and how small portfolio adjustments can boost long-term returns. He also discussed timeless investing principles like staying the course, understanding risk, keeping costs low, and diversifying wisely.At FinCon, Paul reflected on everything from the rise of index funds to the FIRE movement's “one-fund-for-life” strategy. His message was clear: while simple investing solutions can work, small, thoughtful adjustments—like adding different asset classes—can meaningfully improve long-term returns.Paul also emphasized timeless investing principles:Stay the course. Don't bail when markets turn volatile.Understand your risk. Know how much you can afford to lose before the storm comes.Avoid unnecessary costs. A fraction of a percent in fees can add up to millions over a lifetime.Diversify wisely. A broad mix of assets offers protection and opportunity across market cycles.Whether discussing crypto, ETFs vs. mutual funds, or portfolio allocation strategies, Paul's advice always comes back to one goal: helping investors achieve financial independence with confidence and peace of mind.You can explore his free resources, podcasts, and articles at paulmerriman.com
VettaFi's Head of Research Todd Rosenbluth discussed the VictoryShares Small Cap Free Cash Flow ETF (SFLO) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration
It's a wrap on FinCon '25 from Portland, but not before what Chuck describes as the "single best day of interviews [he has] done at any FinCon that Money Life has attended." Here's the lineup: — Paul Merriman is a long-time financial advisor, author and retirement columnist — he was writing for MarketWatch before Chuck got there in 2003 and still writes for them today — who has watched the transitions that have impacted the investing world over the decades. He gives his take on everything from ETFs versus traditional funds to crypto and much more. — Paula Pant is the host of "Afford Anything," one of the most influential podcasts in the financial world. She talks about how inflation has impacted people's mindset on what they can afford — and why it shouldn't change your thinking if you have spending in the right place — but also has a unique perspective on America's housing affordability crisis and how consumers should respond to the problem. — Jessie Jimenez is the founder of Cashtoons.com, where she produces short animated films that cover the investment and money-management basics, but which also get into topics like managing your flexible-spending account or calculating your retirement budget to hone in on a savings target. — Kanwal Sarai of the Simply Investing Dividends podcast discusses his obsession with dividend-paying stocks, his criteria for buying and selling them — because he is more active in selling than many long-term dividend buyers — and more. — Joe Saul-Sehy, host of the Stacking Benjamins podcast, puts a bow on the FinCon interviews — as he has done in each of the last three years — talking about the good and bad he sees among content creators in the financial space, the worst interview he has ever done and what makes for good financial talk.
— Ravi Wadan, the founder of DriveMatch.com, discusses pre-negotiated car leases and the benefits of leasing online. — Nik Johnson of EverydayMoneyHeroes.com, who talks about overcoming the challenges that keep many families from building generational wealth, and how it is small daily moves or changes have impacts that can last for decades on families. — Gwen Merz Joiner, the original "fiery millennial," who aggressively scrimped and saved in her 20s to "retire early," only to find herself miserable. The co-host of the FIRE Takes podcast, changed her lifestyle, found happiness and a job she loves, but who is now turning 35 and looking at using the financial groundwork she laid as a cornerstone to answering the question "What's next?" — Adam Bergman, founder of IRA Financial, who discusses how investors have been using alternative assets from cryptocurrency to real estate to private equity in self-directed IRAs, but who will now find access to those asset classes in their 401(k) plans thanks to recent law changes. He discusses how retirement portfolios have changed as those assets have become more available. — Plus, Fridays on Money Life start with "The NAVigator," and today John Cole Scott, president of CEF Advisors, sizes up[ the times when an investor might pick (or mix-and-match) owning a closed-end fund versus an ETF or a fund-of-funds that covers the same asset class.
Money Life begins the first of three days of interviews from FinCon 2025, the annual gathering of financial content creators, which this year is in Portland, Ore., and which lets Chuck showcase a wide range of subjects. Today, those subjects include: — college savings and the changing landscape of consumers paying off college debt with Robert Farrington of TheCollegeInvestor.com. — crushing medical debt, and an unusual way for consumers to get out from under it with Jared Walker, founder of the non-profit fintech start up Dollar For. — a conversation that Chuck thinks may be the most unusual of his long career with comedian turned financial coach Lauren Baker, who also goes by the name "Firenze, the friendly FIndom" and whose interview will introduce you to the world of financial domination. — "How Financial Stuff Works," the long-hoped for literacy project of financial adviser Alex Whitehouse. — the changing state of financial content creators, what's dead, what's next and how artificial intelligence will impact it all with FinCon's founder, Philip Taylor of TheCreatorCPA.com. Plus, every Thursday on Money Life starts with the ETF of the Week, and Todd Rosenbluth, head of research at VettaFi, makes a multi-sector bond fund from a veteran fund manager his pick this week.
In this interview from the "Money Life with Chuck Jaffe" podcast, John Cole Scott, President of CEF Advisors, discusses his "trifecta analysis" of closed-end funds and how he will frequently add or drop funds to take advantage of market conditions and make the most of tax circumstances, capturing incremental gains and minimizing incremental losses to squeeze the client's desired result in their portfolio.
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