Podcasts about northwestern mutual wealth management

Craig Callahan, chief executive officer at ICON Advisers, says the stock market is trading near its fair value, but that it has enough earnings momentum to push out an average year of gains — something in the range of 9 to 11 percent — and that it could do better if profits come in above expectation levels. He does anticipate more volatility, but figures the underlying value of stocks — especially those with quality management — should overcome headline risks. Mish Schneider, chief strategist at MarketGauge.com, says that market hysteria about headlines — and particularly some of those being created over the weekends while the stock market is closed — is creating opportunities, especially for volatility traders. Plus, in the Market Call, Matt Stucky, chief portfolio manager of equities for Northwestern Mutual Wealth Management, talks about being picky in selecting stocks that can thrive in current conditions.

Carl Quintanilla and Sara Eisen tackle today's biggest Money Movers from the floor of the New York Stock Exchange. 

#81: Lars Gwartney is a Financial Advisor with Northwestern Mutual. Through his work at Northwestern Mutual he helps his clients improve their quality of life and relationships by helping them articulate what their goals and dreams are and then helping to develop a plan to protect and achieve them.As you will see in his story, it is one of persistence, belief, and clarity. All three of those qualities are what he has used to achieve a high level of success throughout his career and what he currently uses to help his clients succeed. On the show he touches on his story, identity, overcoming obstacles, persistence, the power of belief, leadership, building not just financial wealth, but true wealth, and a lot more. Enjoy the show!

Bloomberg News Auto Reporter Keith Naughton discusses Ford saying inflation is pushing supplier costs $1 billion higher than expected in the current quarter. Bloomberg News Washington Correspondent Annmarie Hordern checks in from the 77th session of the UN General Assembly. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Detroit Bureau Chief David Welch share the details of David's Businessweek Magazine story GM Wants to Be the Tortoise, Not the Hare, in the Great EV Race. Steven Skancke, Chief Economic Advisor at Keel Point, provides a preview of Wednesday's Fed rate decision. And we Drive to the Close with Brent Schutte, Chief investment Strategist at Northwestern Mutual Wealth Management. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.  See omnystudio.com/listener for privacy information.

Bloomberg News Auto Reporter Keith Naughton discusses Ford saying inflation is pushing supplier costs $1 billion higher than expected in the current quarter. Bloomberg News Washington Correspondent Annmarie Hordern checks in from the 77th session of the UN General Assembly. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Detroit Bureau Chief David Welch share the details of David's Businessweek Magazine story GM Wants to Be the Tortoise, Not the Hare, in the Great EV Race. Steven Skancke, Chief Economic Advisor at Keel Point, provides a preview of Wednesday's Fed rate decision. And we Drive to the Close with Brent Schutte, Chief investment Strategist at Northwestern Mutual Wealth Management. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.  See omnystudio.com/listener for privacy information.

Author of "The Family-Business Balancing Act" and Wealth Management Advisor. Patrick has spent nearly two decades in the Northwestern Mutual Wealth Management department helping people balance their lives for happier outcomes. In his new book, he helps us recognize imbalance, evaluate personal and professional goals, and establish simple habits that improve important connections and ensure quality time with those we love - Each day is an opportunity for healthy change. Leave Some Feedback: Who should we have on the show next? Please let us know in the comments below Did you enjoy the episode? If so, please leave a short review. Connect with Us: TheHowtoEntrepreneur.com Instagram Twitter LinkedIn Today's Sponsors: JavaPresse Coffee Company - #1 Rated Coffee Grinder on Amazon (Free Grinder in Link) SANESolution - Harvard Medical endorsed body & mind health framework American Dream U -  Transitioning veteran professionals

Bloomberg News Equity Markets Reporter Esha Dey explains why investors say to buy the dip in Tesla after the stock's worst first six months ever. Dr. Suzanne Bell, Assistant Professor in Population, Family and Reproductive Health at the Johns Hopkins Bloomberg School of Public Health, discusses the medical community's response to the overturning of Roe v. Wade. Bloomberg News Equities Reporter Jessica Menton talks about the how the bull market never ended for analysts wedded to 100% rally calls. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Financial Investigations Reporter Zeke Faux share the details of Zeke's Businessweek Magazine story Razzlekhan, Dutch and the Biggest Crypto Heist Gone Wrong. And we Drive to the Close with Brent Schutte, Chief investment Officer at Northwestern Mutual Wealth Management. Hosts: Carol Massar and Mike Regan. Producer: Paul Brennan.  See omnystudio.com/listener for privacy information.

Bloomberg News Equity Markets Reporter Esha Dey explains why investors say to buy the dip in Tesla after the stock's worst first six months ever. Dr. Suzanne Bell, Assistant Professor in Population, Family and Reproductive Health at the Johns Hopkins Bloomberg School of Public Health, discusses the medical community's response to the overturning of Roe v. Wade. Bloomberg News Equities Reporter Jessica Menton talks about the how the bull market never ended for analysts wedded to 100% rally calls. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Financial Investigations Reporter Zeke Faux share the details of Zeke's Businessweek Magazine story Razzlekhan, Dutch and the Biggest Crypto Heist Gone Wrong. And we Drive to the Close with Brent Schutte, Chief investment Officer at Northwestern Mutual Wealth Management.Hosts: Carol Massar and Mike Regan. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

In this episode, 12 Geniuses host Don MacPherson and guest Evamarie Schoenborn talk about the attributes of great leadership, they discuss how Evamarie honed her listening skills by emulating financial advisors with whom she worked, and she shares how she and her team led Northwestern Mutual Wealth Management through the pandemic. Evamarie describes her approach to talent management, assessment, and succession planning as CEO and she is candid about the challenges of being CEO, including the difficulty of transitioning into that role from another company. Evamarie also talks about creating a sense of belonging across the entire organization, why she spent so much time on developing others, and she leaves us with her thoughts on what she would like her legacy as a leader to be.

This week's Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking with Brent Schutte, chief investment strategist at Northwestern Mutual Wealth Management. Among the topics discussed: While the Fed has begun to taper and may push through a couple of rate hikes next year, Schutte expects the central bank to be very patient about tightening policy. He's in the “transitory” camp on inflation, noting plenty of slack in the labor market as evidenced by a labor force participation rate that remains quite low. Given the above combined with growing corporate earnings and a 10-year yield in the 1.50% area, Schutte continues to see stocks as the place to invest. The “market” may be expensive in some areas, says Schutte, but it depends where you look. The S&P Pure Growth Index trades at 35x next year's earnings, but the S&P Pure Value Index at just 11x. While there's been good reasons for Growth to outperform to this point, Schutte sees a shift towards areas that are cheaper. Noting the Bank of England and the Reserve Bank of Australia both reversed themselves on tightening threats in the last couple of weeks, Schutte isn't seeing any appetite among global central banks to declare war on inflation. Therein lies the risk for the market in future years - that central banks at some point are going to have to really slam on the breaks. That, however, is a question for 2023, or perhaps beyond. Learn more about your ad choices. Visit megaphone.fm/adchoices

Brent Schutte, chief investment strategist for Northwestern Mutual Wealth Management, says that while worries about rising inflation and interest rates have some market observers talking about the potential for recession, he believes they're ahead of the economy right now. Schutte says the economic cycle still has room to roll -- and that the market will pick up as fears of  long-term inflation in the coming few quarters. The remainder of the show has a distinct focus on income, and ways to generate and protect it in the inflationary/rising rate environment. Tom Lydon of ETFTrends.com makes a fund that pays monthly income and that has an 8 percent current yield his 'ETF of the Week,' and Renee Schaaf, president of retirement and income solutions for Principal Financial Group, talks about the pros and cons of purchasing annuities under these changing market conditions.

This week's Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking first with Jim Iuorio, director at TJM Institutional Services, and then with Brent Schutte, chief investment strategist at Northwestern Mutual Wealth Management. Among the topics covered: Why Iuorio believes China's crackdown on Bitcoin (and Beijing seems to mean it this time) makes the long-term thesis even more compelling, even as the bulls are likely to experience more pain in the near-term. Last week's modest hawkish surprise from the Fed was probably not that big of a deal, says Iuorio, but it caught a lot of inflation trade longs too far out over their skis. Hence, we saw big reversals in bond prices, gold, commodities, and the dollar, not to mention the banks. It wouldn't surprise Iuorio if Fed Chair Jay Powell - speaking later this week - pushes back against any ideas that he' considering tighter policy anytime soon. “Investment success in this expansion is likely to be the result of ignoring recent history,” says Brent Schutte, as a combination of fiscal and monetary policies will shift concern about deflation and sluggish economic growth to inflation and speedier growth. Schutte also believes that markets are making a bit too much about the FOMC meeting last week. The “dots” may have been shuffled around a bit, but there's been no hint of any imminent policy change. Whether one agrees with it or not, markets are de facto part of the Fed's mandate these days, says Schutte. Ultimately, that's going to have the central bank well behind the curve on inflation, and that's going to be good for stocks - particularly the cyclicals, value names, and small caps. Listen to or subscribe to Alpha Trader on these podcast platforms: Apple Podcasts Spotify Google Play Stitcher Learn more about your ad choices. Visit megaphone.fm/adchoices

Brent Schutte, Chief Investment Strategist at Northwestern Mutual Wealth Management discusses the outlook for the U.S. Economy and markets. Rob Brown, Managing Director and CEO of North America for Lincoln International discusses the landscape and outlook for M&A markets. Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine discusses the WHO's Approval of Sinopharm COVID-19 vaccine. Natalie Obiko Pearson, Bloomberg Vancouver Bureau Chief, discusses anti-Asian hate crimes in Vancouver. Hosted by Paul Sweeney and Matt Miller.

Mitchell is a Financial Advisor with the Northwestern Mutual Wealth Management company and predominately works out of their Downtown Bellevue office. In this most recent year, Mitchell was a Million Dollar Round table qualifier, he was voted 2020 Rising Start of the year, and is currently ranked within the top 50 advisors in the country for his tenure in the business. In his off time, he enjoys running and training for half marathons and his close friends and family call him Barrel.   Gunnar Conley (@realtorgunnar) is a Seattle Real Estate agent focused on creating change through small actions.  Timmy Regan is a Bend, OR Commercial Real Estate Analyst licensed in both Washington and Oregon.    What We Discuss: The difference between an Investment Plan vs. a Financial Plan How to balance focusing on the short term vs. the long term The new Long Term Care tax coming to WA State What NOT to invest in And so much more...   Follow us on Social! Instagram Twitter Youtube   Like this show? Please leave us a review here -- even one sentence helps! Consider including your Twitter handle so we can thank you personally!

Meltem Demirors, Chief Strategy Officer at CoinShares Group, on the crypto landscape, and what’s behind bitcoin’s crash and rebound. Brent Schutte, Chief Investment Strategist at Northwestern Mutual Wealth Management, discusses his market outlook and investing strategy insights heading into 2021. Joe Nocera, Bloomberg Opinion columnist, discusses his column: “Revoke Social Media's Shield, But for Right Reason.” Remy Rioux, Paris Agreement Negotiator and Chair of the International Development Finance Club, on the U.S. return to the Paris Climate Agreement, and why he’s optimistic about tackling climate change. Hosted by Paul Sweeney and Vonnie Quinn.

Meltem Demirors, Chief Strategy Officer at CoinShares Group, on the crypto landscape, and what’s behind bitcoin’s crash and rebound. Brent Schutte, Chief Investment Strategist at Northwestern Mutual Wealth Management, discusses his market outlook and investing strategy insights heading into 2021. Joe Nocera, Bloomberg Opinion columnist, discusses his column: “Revoke Social Media's Shield, But for Right Reason.” Remy Rioux, Paris Agreement Negotiator and Chair of the International Development Finance Club, on the U.S. return to the Paris Climate Agreement, and why he’s optimistic about tackling climate change. Hosted by Paul Sweeney and Vonnie Quinn. Read Full Article

S01E10 Interview with Ann Yeung, CTO at Northwestern Mutual Wealth Management Company - UNBOSSED - Chicago Female CTOs --- Support this podcast: https://anchor.fm/marina-malaguti/support

Brent Schutte of Northwestern Mutual Wealth Management says that the market and the economy are not as disjointed and disconnected as they seem at first blush, noting that the pandemic created an 'economic valley' that has mostly been filled by adaptive companies, federal policies, science pursuing vaccines and more. That has created a situation where Schutte believes the market can continue to performa and the economy can grow even with the virus problem unresolved. Also on the show, Tom Lydon makes a brand-new mid-cap focused fund his 'ETF of the Week,' Jim Callinan of Osterweis Emerging Opportunity fund talks about the secular market opportunities he sees happening now, and Susan Dziubinski of Morningstar Inc. discusses how the health-care industry is being reshaped by coronavirus.

Brent Schutte of Northwestern Mutual Wealth Management says that the viral economy is, effectively, a four-step process that we are half-way through, with re-opening the economy and creating a vaccine for coronavirus the next steps. Meanwhile, he notes that upcoming bad economic news is easy to overlook because 'we cause the economic data to be bad,' but it will be watched carefully -- and be important to investors -- as Americans go back to work and the long-lasting impacts of the shutdown are realized. In the Market Call, Mark Yusko of Morgan Creek Asset Management says that 'The world is very delicate right now, and patience will be rewarded for investors,' noting that he is looking tactically at gold, cash, master limited partnerships and more as buying opportunities. Also on the show, JJ Kinahan of TD Ameritrade talks about his firm's Investor Movement Index, which shows that individuals have mostly done the right thing in this slowdown by not throwing away long-held strategies to avoid short-term pain.

Lindsey Piegza, Chief Economist at Stifel Financial, discusses the jobs report and eco outlook. Eric Lindberg, CEO of Grocery Outlet, discusses cutting through retail distractions to attract customers. Bloomberg Businessweek Editor Joel Weber, Bloomberg News Projects & Investigations Reporter Esmé Deprez and Bloomberg News Finance Reporter Noah Buhayar walk through an Idaho lawsuit that's forced cities to change how they treat the homeless. Regan McGee, CEO of Nobul, breaks down Canada's burgeoning innovation scene. Bloomberg Stocks Editor Dave Wilson discusses his Chart of the Day: S&P 500 energy stocks are at risk for a third straight annual loss, which would be a first since the 1990s. Bloomberg News Wall Street Reporter Sonali Basak shares her insight on key questions facing Deutsche Bank's CEO. And we Drive to the Close with Brent Schutte, Chief Investment Strategist at Northwestern Mutual Wealth Management. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Lindsey Piegza, Chief Economist at Stifel Financial, discusses the jobs report and eco outlook. Eric Lindberg, CEO of Grocery Outlet, discusses cutting through retail distractions to attract customers. Bloomberg Businessweek Editor Joel Weber, Bloomberg News Projects & Investigations Reporter Esmé Deprez and Bloomberg News Finance Reporter Noah Buhayar walk through an Idaho lawsuit that's forced cities to change how they treat the homeless. Regan McGee, CEO of Nobul, breaks down Canada's burgeoning innovation scene. Bloomberg Stocks Editor Dave Wilson discusses his Chart of the Day: S&P 500 energy stocks are at risk for a third straight annual loss, which would be a first since the 1990s. Bloomberg News Wall Street Reporter Sonali Basak shares her insight on key questions facing Deutsche Bank’s CEO. And we Drive to the Close with Brent Schutte, Chief Investment Strategist at Northwestern Mutual Wealth Management. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway.

It's part standard show, part roadshow today, as Chuck starts with Tom Lydon of ETFTrends.com with the 'ETF of the Week,' and Brent Schutte of Northwestern Mutual Wealth Management in the Big Interview before airing interviews taped at Wednesday's Active Investment Company Alliance Boot Camp and Conference in New York City, covering a wide range of closed-end investing topics with Bill Meyers of Nuveen, Rob Shaker of Shaker Financial, and Eric Boughton of Matisse Capital.

Jim Bianco, President and Founder of Bianco Research, explains why negative interest rates in the U.S. would create turmoil for the financial system. Crawford Del Prete, President at IDC Research, discusses the impact of the trade war on U.S. tech companies spending on IT infrastructure. Bloomberg News White House Correspondent Josh Wingrove and Rui Zhong, Program Associate at the Wilson Center's Kissinger Institute on China and U.S., talk about Washington rejecting Beijing's request to delay tariffs that took effect over the weekend and how that has lead to mistrust on both sides. James Gellert, CEO at RapidRatings, shares his outlook for profitability of venture-backed companies WeWork and Peloton as they come to market. And we Drive to the Close with Brent Schutte, Chief investment Strategist at Northwestern Mutual Wealth Management.  Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Jim Bianco, President and Founder of Bianco Research, explains why negative interest rates in the U.S. would create turmoil for the financial system. Crawford Del Prete, President at IDC Research, discusses the impact of the trade war on U.S. tech companies spending on IT infrastructure. Bloomberg News White House Correspondent Josh Wingrove and Rui Zhong, Program Associate at the Wilson Center’s Kissinger Institute on China and U.S., talk about Washington rejecting Beijing’s request to delay tariffs that took effect over the weekend and how that has lead to mistrust on both sides. James Gellert, CEO at RapidRatings, shares his outlook for profitability of venture-backed companies WeWork and Peloton as they come to market. And we Drive to the Close with Brent Schutte, Chief investment Strategist at Northwestern Mutual Wealth Management.  Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan. 

Joseph Brusuelas, chief economist at RSM, said that the domestic economy is far from falling into a recession, but he noted that the manufacturing sector in the U.S. is nearing a recession and manufacturing globally is already there. 'It seems silly to me,' Bruselas said, 'to think that what is happening in the global economy won't happen in the United States,' which is why expects extended Fed rate cuts to help stave off sowing global conditions through at least the end of next year. Also on the show, Brent Schutte, chief investment strategist at Northwestern Mutual Wealth Management, said he hopes the Fed will take a bigger-tna-expected step this week because it's necesary to hold off building inflationary pressures. Plus, Chuck has the Weird Financial News and we revisit a recent chat with Ted Rossman of CreditCards.com.

Don Straszheim, Senior Managing Director and Head of China Research at Evercore ISI, and Peter Tchir, Head of Macro Strategy at Academy Securities, discuss whether China will impose retaliation tariffs on U.S. goods and how close the countries are to a trade agreement. Tina Davis, Bloomberg News Managing Editor of Energy & Commodities, explains why Chevron is abandoning its $33 billion offer for oil driller Anadarko Petroleum, the culmination of a month-long bidding war in which Occidental Petroleum prevailed over a rival five times its size. George Drake, Author of “Mentor: Life and Legacy of Joe Rosenfield," talks about Warren Buffett's endowment investing on behalf of Grinnell College which is now at $2 billion. Drake Bennett, Bloomberg Projects & Investigations Reporter, talks about his cover story for Businessweek Magazine on outerwear company Gore-Tex developing artificial corneas. And we Drive to the Close with Brent Schutte, Chief Investment Strategist at Northwestern Mutual Wealth Management. Hosts: Carol Massar and Jason Kelly.  Producer: Paul Brennan  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Don Straszheim, Senior Managing Director and Head of China Research at Evercore ISI, and Peter Tchir, Head of Macro Strategy at Academy Securities, discuss whether China will impose retaliation tariffs on U.S. goods and how close the countries are to a trade agreement. Tina Davis, Bloomberg News Managing Editor of Energy & Commodities, explains why Chevron is abandoning its $33 billion offer for oil driller Anadarko Petroleum, the culmination of a month-long bidding war in which Occidental Petroleum prevailed over a rival five times its size. George Drake, Author of “Mentor: Life and Legacy of Joe Rosenfield," talks about Warren Buffett's endowment investing on behalf of Grinnell College which is now at $2 billion. Drake Bennett, Bloomberg Projects & Investigations Reporter, talks about his cover story for Businessweek Magazine on outerwear company Gore-Tex developing artificial corneas. And we Drive to the Close with Brent Schutte, Chief Investment Strategist at Northwestern Mutual Wealth Management. Hosts: Carol Massar and Jason Kelly.  Producer: Paul Brennan 

Janet Lorin, Bloomberg News Endowments Reporter, discusses her story in Businessweek Magazine about elite universities cashing in on the popularity of donor-advised funds by inviting big givers to have their money managed by the same high-powered investors who oversee their endowments. Bryce Doty, Senior Portfolio Manager at SIT Fixed Income Advisors, breaks down his outlook for Fed policy and bonds. Sarah McGregor, Bloomberg News U.S. Economic Policy Team Leader, and Jamie Metzl, Senior Fellow at the Atlantic Council, talk about where U.S. China trade negotiations are headed and news that China plans to give foreign companies greater access to its economy and is drafting a replacement of its plan to dominate advanced technologies by 2025. Jon Erlichman, Anchor of BNN Bloomberg's The Open, discusses Apple iPhone suppliers mulling a move out China due to tariffs. And we Drive to the Close of Markets with Brent Schutte, Chief Investment Strategist at Northwestern Mutual Wealth Management.   Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Janet Lorin, Bloomberg News Endowments Reporter, discusses her story in Businessweek Magazine about elite universities cashing in on the popularity of donor-advised funds by inviting big givers to have their money managed by the same high-powered investors who oversee their endowments. Bryce Doty, Senior Portfolio Manager at SIT Fixed Income Advisors, breaks down his outlook for Fed policy and bonds. Sarah McGregor, Bloomberg News U.S. Economic Policy Team Leader, and Jamie Metzl, Senior Fellow at the Atlantic Council, talk about where U.S. China trade negotiations are headed and news that China plans to give foreign companies greater access to its economy and is drafting a replacement of its plan to dominate advanced technologies by 2025. Jon Erlichman, Anchor of BNN Bloomberg's The Open, discusses Apple iPhone suppliers mulling a move out China due to tariffs. And we Drive to the Close of Markets with Brent Schutte, Chief Investment Strategist at Northwestern Mutual Wealth Management.   Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan 

Carol is joined by Rick Clough, Bloomberg News Industrials Reporter, and Ivan Feinseth, Chief Investment Officer at Tigress Financial, to talk about GE earnings and trouble with their turnaround effort. Craig Giammona, Bloomberg News Consumer Reporter, breaks down merger activity in the packaged-food industry. Peter Coy, Bloomberg Businessweek Economics Editor, explains why President Trump may have done long-term damage to international trade. Hilary Gosher, Managing Director at Insight Venture Partners, discusses investing in high-growth software companies. And we Drive to the Close with Chief Investment Strategist at Northwestern Mutual Wealth Management.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Carol is joined by Rick Clough, Bloomberg News Industrials Reporter, and Ivan Feinseth, Chief Investment Officer at Tigress Financial, to talk about GE earnings and trouble with their turnaround effort. Craig Giammona, Bloomberg News Consumer Reporter, breaks down merger activity in the packaged-food industry. Peter Coy, Bloomberg Businessweek Economics Editor, explains why President Trump may have done long-term damage to international trade. Hilary Gosher, Managing Director at Insight Venture Partners, discusses investing in high-growth software companies. And we Drive to the Close with Chief Investment Strategist at Northwestern Mutual Wealth Management. 

Episode 7: How Do YOU Want to Live? with Dave Dettmann (and how he helped me find 50K) Today's guest is my very own financial advisor! Let me tell you a little story first. Today's guest is my very own financial adviser! Let me tell you a little story first. Mike and I thought we knew it all when it came to investing...we thought we didn't need an expert helping us and even more so than that, our situation was so dire we were embarrassed to ask for help. Our experience with previous advisers had never been personalized in a way that felt aligned with who we are and what we want out of life and mostly many of them told us advice we already knew (even though we weren't doing it). Our ego stopped us from moving forward. So we did nothing for YEARS. Until Dave. Dave didn't try to win me over with his impressive knowledge or go over my finances in the first meeting, show me portfolios, bios or marketing material. He first and foremost wanted to know what excited us and what our dreams were and what we wanted out of life. Instead of telling me how much money I would need to live on in 30 years he asked me what I love to do and what experiences are important to me. It totally helped me to re-look at how I view investing. In this episode Dave talks about how couples can work together to improve their finances and how to know when it time to ask for help. He also gives practical tips about looking at the type of life you want to live and how to align your finances with those desires. He is cheerful and funny and a total regular guy who at his core wants for his clients exactly what he wants for himself.... a life of impact. Dave is a financial adviser with the Northwestern Mutual Wealth Management company. He has received many honors and recognition within the field of financial planning/advising since he started in 2011. Beyond the industry, and more importantly, Dave is a Christ follower a loving husband to his wife Rachel and dedicated father to his two daughters Adalie (7) and Eliza (4). When he is not guiding clients towards financial security or spending time with his family he spends his time wood working, mountain biking and staying healthy through Crossfit (yes he is one of those Crossfitters). He believes that living a life by design is better than one by default. This shines through in this episode. Dave didn't always work in finance. He was a teacher prior to this and owned a successful photography business. He tells in this episode what made him change careers. His story is such a great example of how changing your net worth sometimes means changing careers and always includes changing your mindset. I can't wait for you to hear all about it. How to reach Dave: Dave Dettmann CFP® CLU® ChFC® phone: (651) 289-6550 Cell: (612) 293-8087 Email: dave.dettmann@nm.com web: http://www.davedettmann-nm.com/ It is my intention that in each episode you gain TONS of value in how you can change your own net worth. There is some exciting things coming up on our show and one of them is the Net Worth It Facebook Group where we will work together to change our net worth. Watch for details on that in next week's episode with some cool tools to help you track your net worth. Cheers friend, xoxo Gretch

Guest Host Pimm Fox speaks with Alex Barinka, Bloomberg News Deals Reporter, on file-sharing company Dropbox's first day of trading on the Nasdaq. Mark Grant, Chief Global Strategist at B. Riley FBR, discusses the life of South Florida billionaire Wayne Huizenga. Dr. Ian J. Lustbader, Clinical Associate Professor of Medicine at NYU Medical, explains the risks and benefits of both medical and recreational marijuana. Jason van den Brand, CEO at Lenda, wants to speed up mortgage approval with his online platform. We Drive to the Close with Brent Schutte, Chief Investment Strategist at Northwestern Mutual Wealth Management.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Guest Host Pimm Fox speaks with Alex Barinka, Bloomberg News Deals Reporter, on file-sharing company Dropbox’s first day of trading on the Nasdaq. Mark Grant, Chief Global Strategist at B. Riley FBR, discusses the life of South Florida billionaire Wayne Huizenga. Dr. Ian J. Lustbader, Clinical Associate Professor of Medicine at NYU Medical, explains the risks and benefits of both medical and recreational marijuana. Jason van den Brand, CEO at Lenda, wants to speed up mortgage approval with his online platform. We Drive to the Close with Brent Schutte, Chief Investment Strategist at Northwestern Mutual Wealth Management.