Podcasts about portfolios

On this special segment of The Full Ratchet, the following Investors are featured: Natalie Dillon of Maveron Larry Cheng of Volition Capital Ben Black of Akkadian Ventures and Powerlaw Corp Each investor highlights a situation where they decided not to invest, why they passed, and how it played out. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.   Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

In this episode we answer emails from The Nameless One, Jebenizer, and C.M. We discuss practice drawdown portfolios, an unusual deferred pension cash build-up situation and how to handle it, assets that benefit from inflation, and simple rules for contributions and rebalancing that reduce taxes and stress.  And we share an update about Frank's Mom.Links:Father McKenna Center Donation Page (please mention Risk Parity Radio in the comment section with your donation):  Donate - Father McKenna CenterRose Vasquez Memorial:  Rose Vasquez Memorial Service July 15, 2026Bigger Pockets Money Podcast #1:  The Secret to a 5% Safe Withdrawal Rate | Frank VasquezBigger Pockets Money Test Risk Parity Style Portfolio:  We Built a 5% SWR Retirement Portfolio Using Fidelity in 48 Minutes (Golden Ratio Portfolio)Afford Anything Podcast #618:  They Ran Out of Money. I Didn't. Here's Why.Afford Anything Risk Parity Portfolio Blueprint:  Afford Anything frank-vasquez-risk-parity-portfolio-BluePrint.pdf - Google DriveSlide Deck:  Afford Anything Episode 618 RPR Basics Slide Deck.pdf - Google DriveVideo Summary:  Afford Anything Episode 618 Video Summary.mp4 - Google DriveBreathless Unedited AI-Bot Summary:A retirement portfolio is one thing on paper and something else entirely when you have to live with it. We start with a quick personal update, then jump into listener emails that turn risk parity investing into hands-on decision-making you can actually copy and test. Along the way, we talk about the “Top of the T-shirt” charity campaign and why we keep the show sponsor-free, then pivot into the kind of practical portfolio questions that show up right before retirement.One listener builds a $10,000 drawdown portfolio as a practice run while still in the accumulation phase. The rules are clear: rebalance annually, withdraw 5% of the original amount every year, increase that withdrawal by CPI, and do not save it. We dig into why this simple experiment is so effective for building confidence with withdrawals, rebalancing discipline, and the real emotions that come with spending from an investment account. We also connect it to the Golden Ratio portfolio concept and how diversified asset allocation can support higher safe withdrawal rates.Another listener has a rare situation: a deferred pension option that forces pension payments into a tax-deferred account earning a flat 4%, creating a growing cash-like allocation with limited liquidity. We explain how to treat that cash as part of the total portfolio right now, how it can change your stock and bond mix, and what to do when the funds become available. We also tackle inflation hedging for retirement planning, including why Treasury bonds suffer in inflation, how value stocks like property and casualty insurers can help, and why managed futures can be a powerful inflation hedge.If you like clear rules, real portfolios, and honest trade-offs, subscribe, share the episode with a friend, and leave a review so more do-it-yourself investors can find us.Start with this DescriptionSupport the show

Relying on a single standalone multi-asset fund during decumulation exposes clients to a dangerous trio of headwinds: sequencing risk, longevity risk, and behavioural panic. In this episode, Kimberley Dondo talks to Andy Fear, Investment Business Development Manager at M&G, to explain why structural portfolio design must evolve. Learn how partitioning client wealth by purpose and combining drawdown, guaranteed income, and smoothed structures like PruFund can mitigate real-world risks and manage client anxiety during market dips. M&G PruFund now live on Scottish Widows Platform

Why the financial world is paying attention to Psychedelic Drugs, What Financial Planning looks like today, Next Pints and Portfolios will be in Sunnyvale this Saturday July 18th from 11:30am to 1:30pm with EP Wealth Advisors

Why the financial world is paying attention to Psychedelic Drugs, What Financial Planning looks like today, Next Pints and Portfolios will be in Sunnyvale this Saturday July 18th from 11:30am to 1:30pm with EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Patrick O'Hare of Briefing.com on the current markets, Tony Mendes from Bay Area Loan Source on real estate today, Next Pints and Portfolios will be in Sunnyvale this Saturday from 11:30am to 1:30pm on July 18th with EP Wealth Advisors

Patrick O'Hare of Briefing.com on the current markets, Tony Mendes from Bay Area Loan Source on real estate today, Next Pints and Portfolios will be in Sunnyvale this Saturday from 11:30am to 1:30pm on July 18th with EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Goldman Sachs and Bank of America has stellar earnings, The consumer price index in June fell 0.4 percent on the month bringing the annual inflation rate to 3.5 percent, Next Pints and Portfolios will be in Sunnyvale this Saturday from 11:30am to 1:30pm on July 18th with EP Wealth Advisors

Goldman Sachs and Bank of America has stellar earnings, The consumer price index in June fell 0.4 percent on the month bringing the annual inflation rate to 3.5 percent, Next Pints and Portfolios will be in Sunnyvale this Saturday from 11:30am to 1:30pm on July 18th with EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Der globale Anleihenmarkt steht unter erheblichem Stress, während die weltweite Staatsverschuldung unaufhaltsam neue Höchststände erreicht und die Kaufkraft traditioneller Fiatwährungen systematisch erodiert. In dieser Episode beleuchte ich gemeinsam mit dem Kapitalmarktexperten Christian Karl, warum Bitcoin weit mehr als ein spekulatives Instrument ist, sondern vielmehr die Eigenschaften eines extrem konservativen Wertspeichers erfüllt. Wir analysieren die methodische Integration von digitalen Sachwerten in institutionelle Portfolios, differenzieren Bitcoin strikt von regulären Krypto-Assets und diskutieren, warum das grundlegende Verständnis dieser Knappheitsmechanik die conditio sine qua non für langfristige Investoren darstellt. Zudem verlosen wir drei Exemplare seines neuen Buches, das fundierte Antworten auf die drängendsten Fragen zur monetären Transformation liefert.- Website- LinkedIn- Mail: kontakt@christian-karl.financeLEADING PARTNER

President Donald Trump announced he was reinstating what he called a blockade on Iranian shipping through the Strait of Hormuz, Oil prices jumped more than 5 percent to top 75 dollars, Next Pints and Portfolios will be in Sunnyvale from 11:30am to 1:30pm on July 18th with EP Wealth Advisors

President Donald Trump announced he was reinstating what he called a blockade on Iranian shipping through the Strait of Hormuz, Oil prices jumped more than 5 percent to top 75 dollars, Next Pints and Portfolios will be in Sunnyvale from 11:30am to 1:30pm on July 18th with EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Am Wochenende steht sie in der Feldhockey-Bundesliga auf dem Platz, am Montag analysiert sie Portfolios für vermögende Kunden: In dieser Folge spricht Christoph Fröhlich mit der Analystin Svea Sturm des Cape May Family Office darüber, wie Kapital gerade den Sport übernimmt. Warum ist Live-Sport das "letzte Monopol auf synchrone Aufmerksamkeit"? Wieso ist die Formel 1 der Lehrbuch-Deal und Tennis ein Sonderfall? Weshalb scheitert Private Equity am deutschen Fußball, während es in Spanien funktioniert? Und die entscheidende Frage: Blase oder echte Knappheit? Es geht um Milliardenbewertungen, Fanproteste, Saudi-Geld, das ESG-Dilemma und die Frage, wie ein Family Office überhaupt in diesen Markt kommt. Zum Abschluss: eine schnelle Blitzrunde. Reinhören lohnt sich.

Es ist schön, nicht nur zu hören, dass immer mehr Unternehmen aus Deutschland abwandern, sondern dass es auch Unternehmen gibt, die dem Standort Deutschland treu bleiben. Für Opel gilt dies, denn die nächste Generation des Astra wird am Stammsitz in Rüsselsheim entworfen, entwickelt und gebaut. Das sind endlich mal gute Nachrichten aus der deutschen Autoindustrie.  Darum geht es diesmal!Opel hat deutsche Motorjournalisten in Rüsselsheim begrüßt, um über die Zukunft des Astra zu sprechen. Auch die nächste Generation des Opel Astra, die auf der neuen STLA ONE Stellantis-Plattform basieren wird, wird wieder am Opel-Stammsitz in Rüsselsheim gebaut. Bis 2030plant der deutsche Hersteller die Einführung von mindestens vier neuen Modellen. Zu den Newcomern gehören die jeweils nächste Generation der Bestseller Opel Astra und Opel Corsa sowie das kürzlich angekündigte neue SUV im C-Segment, das in Partnerschaft mit Leapmotor entsteht. Darüber hinaus wird Opel in weitere Modelle des bestehenden Portfolios investieren. Für die Opelaner und für Rüsselsheim ist die Entscheidung für den Standort natürlich wichtig, zudem ist „‚Made in Germany“ ein anerkanntes Gütesiegel für Kunden überall auf der Welt und stellt einen strategischen Vorteil für Opel im Stellantis-Konzern dar. Opel und Stellantis Germany bauen aktuell bereits an der neuen, hochmodernen Zentrale, dem grEEn-campus Rüsselsheim. Die neue Zentrale von Opel und Stellantis Germany wird hochmoderne Arbeitsplätze bieten, die auf flexibles Arbeiten und gemeinschaftliche Zusammenarbeit ausgelegt sind. Zudem werden nachhaltige Baustoffe eingesetzt, um eine gute Innenraumatmosphäre zu gewährleisten. In Kürze werden wir den neuen Astra Sports Tourer Plug-in-Hybrid vorstellen. Doch auch in Blick zurück kann sich lohnen.  Modelle aus dem C-Segment, in dem der Astra angesiedelt ist, sind seit mittlerweile 90 Jahren eine wichtige Säule des Opel-Portfolios. Die Erfolgsgeschichte, die 1936 mit dem Kadett begann, setzt die aktuelle Astra-Generation nahtlos fort. Mit Hightech-Lösungen wie den Intelli-Lux HD Scheinwerfern und hocheffizienten Antrieben von batterie-elektrisch über Plug-in-Hybrid und Hybrid bis Diesel deckt der Astra – entworfen, entwickelt und gebaut in Rüsselsheim – so gut wie alle Kundenbedürfnisse ab.Die erste Generation des Kadett wurde von Ende 1936 bis Mitte 1940 gebaut. Nach langer Pause begründete Opel mit dem Kadett A ab Frühsommer 1962 eine Fahrzeugreihe, die im Sommer 1991 mit dem Modellwechsel vom Kadett E zum Astra wurde. Bisher wurden rund 25 Millionen Einheiten von Kadett und Astra verkauft. Und in Rüsselsheim wird man sich freuen, noch lange das „Home of Astra“ zu sein. Alle Fotos: © Opel Automobile GmbH    Diesen Beitrag können Sie nachhören oder downloaden unter:

While Pat is on vacation, Scott and partner advisor Richard Del Monte break down two high-stakes financial scenarios that highlight the difference between "good on paper" and "good in practice." Through two detailed caller case studies, they explore: Case Study 1: The $450k New Doctor. After 15 years of medical training, a 32-year-old is finally hitting a massive salary. But with multiple retirement options like 403(b)s and non-governmental 457 plans, her father is worried about "tying her hands" too early. Scott and Richard explain why some retirement plans are actually "traps" for young high-earners and how to use the "mega backdoor" Roth to maximize flexibility. Case Study 2: The $1.1M Retirement Reality Check. A couple plans to retire next year with just over $1 million, but they're facing $125k in immediate "one-time" expenses for a wedding and new vehicles. The duo discusses the "4% Rule," the danger of "confusing a bull market with brilliance," and why a 19% return today doesn't guarantee a stress-free tomorrow. The Philosophy of Work: Richard Del Monte shares his personal "25-year plan" at age 70 and discusses why the most successful people often choose engagement over a traditional retirement.   Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain. Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

The stock market is completely shifting under the weight of artificial intelligence and uncharted economic territory, leaving traditional investment advice in the dust. On this episode of Retirement Coffee Talk, host Charisse Rivers of Zinnia Wealth Management breaks down why outdated "buy-and-hold" strategies fail to survive market volatility. From building customized income buckets that banish the emotional roller coaster to tackling unbudgeted retirement curveballs like dental expenses, Charisse exposes the difference between standard brokers and true wealth planners. Discover how a comprehensive "all-weather" financial blueprint can stress-test your portfolio against longevity risks, so you never outlive your money. Like this episode? Hit that Follow button and never miss an episode!

Investing in brands, Wall Street facts to remember, Next Pints and Portfolios will be in Sunnyvale from 11:30am to 1:30pm on July 18th with EP Wealth Advisors

Investing in brands, Wall Street facts to remember, Next Pints and Portfolios will be in Sunnyvale from 11:30am to 1:30pm on July 18th with EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

MacroVoices Erik Townsend & Patrick Ceresna welcome, Adam Parker. They discuss the U.S equity market. https://bit.ly/4aK7d1u        

Chipmakers rise and Oil Prices fall, Equity markets tried to recover despite renewed U.S. Iran tensions, Next Pints and Portfolios will be in Sunnyvale from 11:30am to 1:30pm on July 18th with EP Wealth Advisors

Chipmakers rise and Oil Prices fall, Equity markets tried to recover despite renewed U.S. Iran tensions, Next Pints and Portfolios will be in Sunnyvale from 11:30am to 1:30pm on July 18th with EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Patrick O'Hare of Briefing.com on the current markets, The latest attacks have reminded investors that a lasting agreement between the U.S. and Iran is far from guaranteed, Next Pints and Portfolios will be in Sunnyvale from 11:30am to 1:30pm on July 18th with EP Wealth Advisors

In this bonus episode, Warren Ingram and Ray Mhere, CEO of Curate Investments, explore the intricacies of investment diversification, asset allocation, and long-term financial planning. They share practical insights on building resilient portfolios, avoiding common pitfalls, and educating the next generation about wealth management.Chapters00:00 Introduction to Diversification01:31 Understanding True Diversification05:15 Types of Diversification10:06 The Role of Balanced Funds14:41 Monitoring and Adjusting Your Portfolio18:08 Building a Diversified Portfolio22:00 Long-Term Investment Strategies for Children26:52 Final Thoughts on Early InvestmentLearn more about how Curate Investments can help you here.Send us Fan MailHave a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod

Patrick O'Hare of Briefing.com on the current markets, The latest attacks have reminded investors that a lasting agreement between the U.S. and Iran is far from guaranteed, Next Pints and Portfolios will be in Sunnyvale from 11:30am to 1:30pm on July 18th with EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Investment rules throughout your life, Retirement Rules to remember, Next Pints and Portfolios will be in Sunnyvale from 11:30am to 1:30pm on July 18th with EP Wealth Advisors

Investment rules throughout your life, Retirement Rules to remember, Next Pints and Portfolios will be in Sunnyvale from 11:30am to 1:30pm on July 18th with EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Certified Financial Planner Chad Burton from EP Wealth discusses planning for retirement, How to avoid Retirement Mistakes, Next Pints and Portfolios will be in Sunnyvale from 11:30am to 1:30pm on July 18th with EP Wealth Advisors

Certified Financial Planner Chad Burton from EP Wealth discusses planning for retirement, How to avoid Retirement Mistakes, Next Pints and Portfolios will be in Sunnyvale from 11:30am to 1:30pm on July 18th with EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

How to find the best businesses, Financial Goals to have in your life, Next Pints and Portfolios will be in Sunnyvale from 11:30am to 1:30pm on July 18th with EP Wealth Advisors

How to find the best businesses, Financial Goals to have in your life, Next Pints and Portfolios will be in Sunnyvale from 11:30am to 1:30pm on July 18th with EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

The Dow Jones Industrial Average hit a new all time intraday high in the session, The major averages are on track to finish the holiday-shortened week with solid gains, Next Pints and Portfolios will be in Sunnyvale from 11:30am to 1:30pm on July 18th with EP Wealth Advisors

Morningstar Wealth's Philip Straehl says his firm and investors are reevaluating the tech space as the trade cools. He believes investors can hold tech but believes in diversifying into underappreciated corners of the space and trimming stocks like Micron (MU), SanDisk (SNDK), and other AI memory companies. He labels Mastercard (MA) and Visa (V) as stocks he likes outside of tech due to their massive consumer moats.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

The Dow Jones Industrial Average hit a new all time intraday high in the session, The major averages are on track to finish the holiday-shortened week with solid gains, Next Pints and Portfolios will be in Sunnyvale from 11:30am to 1:30pm on July 18th with EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

David Crosoer from PPS Investments reflects on how post-retirement investing is perhaps forcing a rethink.

Patrick O'Hare of Briefing.com on the current markets, The VanEck Semiconductor ETF SMH gained 82 percent in the first six months of the year, Next Pints and Portfolios will be in Sunnyvale from 11:30am to 1:30pm on July 18th with EP Wealth Advisors

Lauren Cassidy, co-founder of Founder ETFs, explains how her firm selects companies for financial products. She explains why she believes founder-led companies tend to perform stronger compared to peers. Lauren also makes the case that AI will change the way many of these companies operate and explains how it will affect which stocks her firm selects for portfolios, including tech-led companies like SpaceX (SPCX) and Palantir (PLTR). ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Patrick O'Hare of Briefing.com on the current markets, The VanEck Semiconductor ETF SMH gained 82 percent in the first six months of the year, Next Pints and Portfolios will be in Sunnyvale from 11:30am to 1:30pm on July 18th with EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Dow rises as index heads for best first half in 5 years while Nasdaq set for best quarter since 2020, Stocks rose boosted by sharp gains in chips Nvidia gained more than 1 percent, Next Pints and Portfolios will be in Sunnyvale from 11:30am to 1:30pm on July 18th with EP Wealth Advisors

Kevin Holt, Chief Investment Officer and Senior Portfolio Manager for Invesco's US Value Equity Team, talks about value investing in today's rapidly changing market. From AI-driven disruption and concentrated market leadership to the role of active management, Kevin shares how he evaluates opportunity, manages downside risk, and distinguishes true value from potential value traps. He also explores where he sees compelling opportunities today — including health care — and explains why a dynamic, forward-looking approach to valuation may matter more than ever. (Invesco Distributors, Inc.)

Dow rises as index heads for best first half in 5 years while Nasdaq set for best quarter since 2020, Stocks rose boosted by sharp gains in chips Nvidia gained more than 1 percent, Next Pints and Portfolios will be in Sunnyvale from 11:30am to 1:30pm on July 18th with EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Semiconductors giving back some of their recent gains, Comcast shares rallied 9 percent after the company said it will spin off its media and tech businesses into two publicly traded companies, Next Pints and Portfolios will be in Sunnyvale from 11:30am to 1:30pm on July 18th with EP Wealth Advisors

Semiconductors giving back some of their recent gains, Comcast shares rallied 9 percent after the company said it will spin off its media and tech businesses into two publicly traded companies, Next Pints and Portfolios will be in Sunnyvale from 11:30am to 1:30pm on July 18th with EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

#thismorning | Do #Plan Sponsors Want #CITs— Why #TargetDate Portfolios May be the CIT Sweet Spot | Edward McIlveen, CFA, Francis, LLC | #Tunein: broadcastretirementnetwork.com #Aging, #Finance, #Lifestyle, #Privacy, #Retirement, #wellness

Inflation and investing are once again front and center as markets assess a new mix of price pressures. In this Ask Me Anything episode of The Bid, host Oscar Pulido is joined by Helen Jewell, BlackRock's International Chief Investment Officer for Fundamental Equities, and Tom Becker, senior portfolio manager on BlackRock's Global Tactical Asset Allocation team.Together, they explore what is driving inflation today, from AI infrastructure demand and energy bottlenecks to fiscal spending, supply constraints, and regional differences. The conversation examines how inflation is affecting capital markets, equities, fixed income, stock market trends, and portfolio diversification.This episode also looks at the role of AI as both a near-term inflationary force and a potential longer-term productivity driver. As AI investing accelerates demand for electricity, chips, copper, data centers, and infrastructure, investors are watching how these megaforces reshape markets and the global economy.Key insights:· How AI infrastructure demand is contributing to inflation pressures· Why inflation differs across regions, including the U.S., Europe, Japan, and China· Where pricing power matters most for companies and sectors· How inflation measures like CPI, PCE, and PPI inform market views· Why sticky inflation can challenge traditional stock-bond diversification· How investors can think about inflation across equities, bonds, and multi-asset portfolios

In this episode of Masters of Risk, host Stewart Webster sits down with Karan Sood, Co-Founder and CEO of Vest, to challenge one of the most widely accepted principles in investing: diversification. Karan introduces the concept of "outcomes-based investing" and explains how Vest is leveraging derivatives to engineer defined outcome ETFs—investment strategies that explicitly shape risk and return profiles. By capping upside, buffering downside, and stabilizing income, these products aim to give investors something markets rarely offer: predictability. Drawing on his deep experience in structured products and options-based strategies, Karan breaks down how derivatives can function as a form of "insurance" within portfolios—transferring risk rather than simply spreading it. He also explores the hidden fragility beneath modern portfolios, arguing that traditional diversification may create a false sense of security in a world where correlations spike precisely when protection is needed most. Together, Stewart and Karan unpack the structural risks embedded in today's markets—from concentration within major indices to the growing illusion of diversification—and discuss why investors may be overcrowding the very strategies they believe mitigate risk. A thought-provoking conversation for asset managers, risk professionals, and financial advisors seeking to rethink portfolio construction, challenge long-held assumptions, and build more resilient investment strategies in an increasingly interconnected market. Credits: • Host: Stewart Webster • Guest: Karan Sood, Co-Founder and CEO of Vest • Editor: Carl Schmidt • Producer: Caitlin Bray • Published with Assistance From: Sophie Carr and Feranmi Adeoshun

In this episode, Adam Hubschman shares insights into 1031 exchanges, his business growth strategies, and how to leverage real estate knowledge for wealth building. Perfect for investors and professionals looking to deepen their understanding of tax deferral strategies.   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   —--------------------

In this episode of the InsuranceAUM.com podcast, host Stewart Foley, CFA, is joined by Josh Ufberg, Senior Managing Director at Blue Owl, to discuss the evolution of the credit secondaries market and why it is becoming an increasingly important part of the private credit landscape. As private credit continues to grow, Josh shares his perspective on how secondary transactions can provide liquidity solutions while creating opportunities for investors seeking attractive risk-adjusted returns.   Stewart and Josh explore how credit secondaries work, how value is created through discounted purchases, accrued cash flows, and transaction structuring, and why insurers may find the asset class particularly compelling. They also discuss diversification, capital efficiency, shorter-duration exposures, and the broader role credit secondaries could play in insurance portfolio construction as the market continues to mature.

Don and Tom take on the latest attempt to reinvent retirement investing: the claim that retirees should hold 90% stocks and just 10% bonds. They explain why focusing on recent stock returns ignores both history and human behavior, discuss the role bonds play in managing risk and retirement income, and remind listeners that successful investing is about meeting your goals—not maximizing returns at any cost. They also answer a listener question about claiming Social Security early versus waiting until age 70 and revisit the importance of maintaining exposure to emerging markets despite their volatility.0:12 The newest retirement “better mousetrap”: 90% stocks, 10% bonds1:48 Bob Pozen's argument for aggressive retirement portfolios3:01 Why 10-year return data can be misleading4:16 The psychology of large portfolio losses5:42 Bonds are not stocks: understanding the difference7:37 How fixed income supports retirement withdrawals8:22 Why retirees should know their actual asset allocation10:04 Taking only the risk you need to take12:25 Remembering how investors felt in 2000, 2008, and 202213:33 Using the Talking Real Money risk quiz14:27 Summer request for listener questions15:31 Listener Scott asks about claiming Social Security early17:07 Why delaying Social Security can still make sense18:32 The value of Social Security's guaranteed increase20:11 Risks of assuming stock market returns will cooperate21:55 Why contrarian retirement advice attracts attention22:25 The overlooked role of emerging markets23:50 Why emerging markets belong in diversified portfolios24:30 The risks and rewards of global diversificationQuestions? Comments? Click!

For everyday investors, commercial real estate can seem out of reach … especially when it comes to industrial properties. But what if there was a way to get started without taking on a massive project or writing a seven-figure check? In this episode, we're joined by two guests breaking down triple net commercial flex space and how it's opening the door for smaller investors. You'll hear what flex space is, why businesses rely on it, how triple net leases can streamline ownership, and why some are calling this "commercial investing on training wheels." Listen in and discover whether triple net commercial flex space could be a fit for your portfolio. Since 1997, The Real Estate Guys™ radio show features real estate investing ideas, strategies, interviews, and all kinds of valuable resources. Visit our Special Reports Library under Resources at RealEstateGuysRadio.com

How do you make smart financial decisions after you've already built significant wealth? In this week's episode of Allworth's Money Matters, Scott and Pat help a retired couple with an $11 million portfolio evaluate Roth conversions, estate planning, charitable giving, and strategies to improve tax efficiency. Then they speak with a 52-year-old listener navigating uncertainty in the alcohol industry while balancing retirement savings, college expenses, and cash reserves. Should he use taxable assets to maximize his 401(k) contributions? Scott and Pat weigh in. The episode also features Allworth advisor Laurie Ingwersen, who explains how investors with concentrated stock positions can reduce risk while improving tax efficiency. Laurie shares a real-world case study of a client whose portfolio was 70% invested in a single stock and the strategies used to diversify, manage taxes, and preserve long-term wealth.   What You'll Learn: -Whether Roth conversions still make sense for high-net-worth retirees -How to improve tax efficiency through smarter asset location and portfolio design -When it makes sense to use taxable assets to maximize retirement savings -Strategies for reducing risk in concentrated stock positions -How to balance wealth preservation, charitable giving, and legacy planning   Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain. Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.