Podcasts about securities

Chris Irons, publisher of the highly popular QTR Fringe Finance substack, returns today to explain how our financial markets are now little more than a "digital casino on cocaine".Speculations runs rampant. Everywhere.And those who see that clearly have a difficult time successfully positioning against it, because the House (our central planners) keep intervening to improve the odds in its favor.It increasingly feels to him that the smartest move is not to play.At least, not by the market's rules.For a very un-traditional discussion, watch this video.GET AN ANNUAL SUBSCRIPTION TO CHRIS' SUBSTACK FOR 80% OFF at https://thoughtfulmoney.com/qtrWORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#speculation #marketcorrection #federalreserve _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/wp-content/uploads/2023/12/Thoughtful-Money-Disclosure-Document-12.6.23.pdf?pid=227Thoughtful Money Agreement: https://thoughtfulmoney.com/wp-content/uploads/2024/11/Thoughtful-Money-Agreement-Agreement.docx?pid=227IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

Send us Fan MailIn this episode, Financial Advisor Tim Russell, CFP®, Rev. Drew Gysi, and Tyler Rutherford unpack what a credit score really is, and challenge the assumption that building one should be a primary financial goal. More importantly, we walk through how parents can train their children in true financial wisdom, from early money habits to navigating debt and independence in adulthood. The goal isn't raising kids with great credit scores, but raising faithful stewards who understand the value of money and the risks of borrowing.See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

This week, we discuss why the size of the market continues to expand, how the World Cup is fueling global beverage demand, contingency plans amidst shifting energy segments, the paths that lie ahead for LatAm countries facing elections and an overhead view of global markets where scale and earnings continue to expand.   Disclosure: You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life.   "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2026 Bank of America Corporation. All rights reserved.  

Brent Johnson, developer of the Dollar Milkshake Theory, squares off against Craig Tindale to debate whether America, China, and the rest of the world are teetering into collapse as the current global system breaks down.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#geopolitics #commodities #dollar _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/wp-content/uploads/2023/12/Thoughtful-Money-Disclosure-Document-12.6.23.pdf?pid=227Thoughtful Money Agreement: https://thoughtfulmoney.com/wp-content/uploads/2024/11/Thoughtful-Money-Agreement-Agreement.docx?pid=227IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

Stocks are about to complete their 9th consecutive up week in a row.That's REALLY rare, folks.That alone suggests this market rally is long in the tooth.But given the current vertical price action in the semiconductor sector, odds are even higher that a material pullback will happen soon.So be very careful if you're chasing this rally warns portfolio manager Lance Roberts.Lance and I discuss the rising pullback odds, as well as risks to the AI Trdes, tightening oil inventories, the potential unintended consequences of the new "Trump accounts", and Lance's firm's latest trades.For everything that mattered to markets this week, watch this video.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#marketcorrection #oilprice #semiconductors_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/wp-content/uploads/2023/12/Thoughtful-Money-Disclosure-Document-12.6.23.pdf?pid=227Thoughtful Money Agreement: https://thoughtfulmoney.com/wp-content/uploads/2024/11/Thoughtful-Money-Agreement-Agreement.docx?pid=227IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

Please join Mark Capleton in discussion with Stephen Juneau, Alessandro Infelise-Zhou and Meghan Swiber on inflation and the inflation markets, covering: the outlook for inflation, where we diverge from the market, and implications for central bank policy and the rates curves.   You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life.   "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2026 Bank of America Corporation. All rights reserved.

Despite stocks being at rich valuations, there's a risk of them bubbling sharply higher from here should the Federal Reserve under Kevin Warsh chose to "look past" the current inflation concerns.This would be akin to what happened in the late 1990s.Darius Dale, CEO of macro forecasting and market timing service 42Macro, delivers this warning in today's video, as well as shares how his model is currently positioned for the current investing environment.WANT HELP? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#federalreserve #inflation #marketbubble _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/wp-content/uploads/2023/12/Thoughtful-Money-Disclosure-Document-12.6.23.pdf?pid=227Thoughtful Money Agreement: https://thoughtfulmoney.com/wp-content/uploads/2024/11/Thoughtful-Money-Agreement-Agreement.docx?pid=227IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

What happens when business owners realize they no longer know who they are outside of their company? In this episode, Matt Di Francesco explores the emotional side of exiting a business and why so many owners struggle to let go. From fear of the unknown to losing a sense of identity, Matt breaks down why many business owners regret selling within the first year.Whether you are planning an exit, preparing for retirement, or trying to avoid burnout, this episode offers practical insights to help you create a vision for life beyond the business and transition on your terms.Matt also talks about:(00:49) Why many owners sabotage their own business sale(02:35) The reason 75% of business owners regret selling(03:54) Why passionate shop owners stay connected to the industry after exiting(05:29) How owner-based planning creates purpose and prevents burnout(06:34) Why building a long-term vision changes how you grow your businessConnect With Matt DiFrancesco:matt@highliftfin.com(814)201-5855LinkedIn: Matt DiFrancescoLinkedIn: High Lift FinancialFacebook: High Lift Financial Instagram: @high_lift_financialYouTube: @highliftfinancialDisclaimer:All information is obtained from sources deemed reliable, but not guaranteed. No tax or legal advice is given nor intended. Content provided herein or on our website should not be construed as an offer for investment advice or for securities, insurance, or other investment products. Investments involve the risk of loss and are not guaranteed. Consult a qualified legal, tax, accounting, or financial professional before implementing any investments or strategies discussed here.High Lift Financial is a DBA for DiFrancesco Financial Concierge, LLC.  Investment advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission.

TO TAKE ADVANTAGE OF ANDY'S JUNK SILVER OFFER go to https://thoughtfulmoney.com/buygoldThe precious metals are still struggling to find secure footing in the wake of their sell-off from record highs earlier this year.How low will gold & silver prices go before they do?To discuss, we're fortunate to have precious metals expert Andy Schectman return to the program in this livestream. He'll field audience Q&A, as well.#goldprice #silverprice #preciousmetals _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/wp-content/uploads/2023/12/Thoughtful-Money-Disclosure-Document-12.6.23.pdf?pid=227Thoughtful Money Agreement: https://thoughtfulmoney.com/wp-content/uploads/2024/11/Thoughtful-Money-Agreement-Agreement.docx?pid=227IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

Please join Sphia Salim in conversation with global rates strategists to discuss the broad bond market selloff of the past week. We will explore its drivers across regions and the risks of a further extension of the moves, as well as the policy elements that can cap the rise in yields. We will also present key bond convexity and swaptions ideas in the context of elevated rates volatility.   You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life.   "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2026 Bank of America Corporation. All rights reserved.

WANT RETIREMENT PLANNING HELP? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comWe're trying something new I've been wanting to do for a while: inject more videos focusing on the best practices of wealth buildingToday Julia Lembcke, Certified Financial Planner and Managing Director at URS Advisory tells about about how the preferred sequence to use when withdrawing funds from your various forms of retirement accounts.Account withdrawal order is VERY important. And it's one that most people actually get backwards.To learn how to potentially save yourself thousands -- if not hundreds of thousands of dollars in taxes in retirement, watch this video.#retirementplanning #retirement #taxsavings _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/wp-content/uploads/2023/12/Thoughtful-Money-Disclosure-Document-12.6.23.pdf?pid=227Thoughtful Money Agreement: https://thoughtfulmoney.com/wp-content/uploads/2024/11/Thoughtful-Money-Agreement-Agreement.docx?pid=227IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

Send us Fan MailIn this episode, Financial Advisor Tim Russell, CFP®, Rev. Drew Gysi, and Tyler Rutherford unpack what a “poverty mindset” is and how fear, scarcity, and past experiences can shape the way we think about money and opportunity. We explore how this mindset can form, when it may feel like protection, and why it often becomes a barrier to growth in modern life. Finally, we look at how renewing your thinking, taking responsibility, and pursuing wisdom can lead to lasting financial and personal freedom.See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

In so many ways, television and movies can be unrealistic. Some things fly under the radar most of the time!  In this episode of Financial Clarity for Doctors, hosts Rachelle Vanderzanden and Corey Janoff walk through some examples of shows with characters living inflated lives.  Does it make sense given their profession and age?  Probably not.  They often have nicer homes and nicer things and a lot more free time than their counterparts in real life. Shows featuring medical professionals living inflated lifestyles include: Shrinking is a great example! Jimmy is a Cognitive Behavioral Therapist in Southern California in a beautiful home and he barely seems to work.  How? Shows featuring trainees seem to do a better job (sometimes). The Pitt, Grey's Anatomy, ER – all seemed to discuss at one point or other the struggle to make ends meet as an Intern, Resident, or Fellow. Many classic sitcoms feature regular people with a variety of jobs in absolutely gorgeous homes in California. Modern Family and Full House are great examples.  Or a rent-controlled apartment in New York! “Keeping up with the Jones” is hard enough.  Do not try to keep up with their counterparts on television!  You never know the resources people may have, but lifestyle and income alone rarely match up on screen. For more financial planning tips from Corey and Rachelle, find them on social media! LinkedIn: @CoreyJanoff; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.  Finity Group, LLC is a separate entity from LPL Financial.  Citations: Redfin and Zillow were used to find comparables for houses in specific areas.

Geoffrey Cain is an award-winning American journalist and author, writing about geopolitics, national security, and technology. His work has been featured in The Economist, Time, Wired, and The Wall Street Journal. He is a regular commentator on Bloomberg TV, BBC, CNN, and NPR. Cain served as an advisor to the United States House Foreign Affairs Committee, a term member of the Council on Foreign Relations, was a former senior fellow for advanced critical emerging technologies at Foundation for American Innovation and was a visiting senior fellow at the GeoTech Center at the Atlantic Council. His books include Samsung Rising, The Perfect Police State, and most recently-- Steve Jobs in Exile. Learn more at https://geoffreycain.net/. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194    #8948580.1 exp. 5/28  

Today's guest sees the U.S. financial markets entering the final stage of a multi-decade topping process and the early innings of a 15–20-year regime shift driven by demographics, populism, deglobalization, and rising structural inflation.He believes we are on the cusp of a “lost decade-plus” in nominal equity returns and meaningful real losses if investors keep using  the old 40-year “buy-the-dip, stay long growth” playbook.How can we position ourselves to sidestep the worst of that, and perhaps even prosper in the years ahead?Well, let's ask the man himself.We're very fortunate to welcome back to the program Cem Karsan, Founder, CIO, and Managing Principal of Kai Volatility Advisors & Kai Wealth. He's widely known as @jam_croissant on X/Twitter.Cem thinks a perfect storm of troubles is brewing as the national pendulum swings away from supply-side economics and into populism.Follow Cem at https://www.kaivolatility.com/ or at https://kaiwealth.com/Or on X at @jam_croissantWORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#volatility #populism #bearmarket _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/wp-content/uploads/2023/12/Thoughtful-Money-Disclosure-Document-12.6.23.pdf?pid=227Thoughtful Money Agreement: https://thoughtfulmoney.com/wp-content/uploads/2024/11/Thoughtful-Money-Agreement-Agreement.docx?pid=227IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

Well, the stock market rally continues, with short-term technicals remaining in highly overbought territory.Portfolio manager Lance Roberts still thinks the near-term risks to the downside far outweigh the upside potential at this point -- warning it may not take much to trigger a sizable pullback at this point.We discuss the odds of that, as well as the headline concerns about falling global oil inventories and rising bond yields.How worried should investors be about those?Watch this week's Market Recap to find out.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#marketcorrection #oilreserves #bondyields _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/wp-content/uploads/2023/12/Thoughtful-Money-Disclosure-Document-12.6.23.pdf?pid=227Thoughtful Money Agreement: https://thoughtfulmoney.com/wp-content/uploads/2024/11/Thoughtful-Money-Agreement-Agreement.docx?pid=227IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

What some see as a victory for "free speech," the Securities and Exchange Commission has dropped a controversial “gag rule” that barred defendants who settled SEC cases from publicly defending themselves. Thomas Powell, senior strategist at the Founders Office, has been one of the rules' most vocal critics—even while legally restricted from challenging the allegations against him.Finally able to speak out, Powell and his attorney, Peggy Little of the New Civil Liberties Alliance, join FOX Business Network's Lydia Hu. They break down how Powell was "muzzled" by the SEC, the damage it did to his life, and what this massive rule change means for American businesses moving forward. Learn more about your ad choices. Visit podcastchoices.com/adchoices

What some see as a victory for "free speech," the Securities and Exchange Commission has dropped a controversial “gag rule” that barred defendants who settled SEC cases from publicly defending themselves. Thomas Powell, senior strategist at the Founders Office, has been one of the rules' most vocal critics—even while legally restricted from challenging the allegations against him.Finally able to speak out, Powell and his attorney, Peggy Little of the New Civil Liberties Alliance, join FOX Business Network's Lydia Hu. They break down how Powell was "muzzled" by the SEC, the damage it did to his life, and what this massive rule change means for American businesses moving forward. Learn more about your ad choices. Visit podcastchoices.com/adchoices

What if the biggest barrier to a longer life isn't science, but the economic incentives of corporations? In this episode of Onward, Ben sits down with Celine Halioua, founder and CEO of Loyal — the biotech company on track to earn the first-ever FDA approval for a drug whose only purpose is to extend lifespan. The catch: they're starting with dogs.Celine walks Ben through why the U.S. healthcare system is structurally incapable of building preventative medicine, why each dog-owner relationship is a "micro single-payer health care system," and how a quiet 2019 change to FDA regulation was the one-to-one cause of Loyal existing at all. ("If this pathway didn't exist, Loyal wouldn't exist. October 2019, I incorporated.")From there, the conversation widens. Celine lays out the Tesla-style master plan — save the dogs, save the world — that uses dog-drug revenue to fund human longevity work, escaping the discipline of biotech VC entirely. Ben presses her on AI in drug development (she's skeptical it will change clinical trials anytime soon), public-market short-termism, and the kind of scenario planning that prepares a company for what nobody saw coming.—For a deeper dive into these insights and more, be sure to listen to the full episode of the Onward podcast.Have questions or feedback about this episode? Drop us a note at Onward@Fundrise.com. Onward is hosted by Ben Miller, co-founder and CEO of Fundrise. Podcast production by The Podcast Consultant. Music by Seaplane Armada. About FundriseWith over 2 million users, Fundrise is America's largest direct-to-investor alternative asset investment platform. Since 2012, our mission has been to build a better financial system by empowering the individual. We make it easier and more efficient than ever for anyone to invest in institutional-quality private alternative assets — all at the touch of a button. Please see fundrise.com/oc for more information on all of the Fundrise-sponsored investment funds and products, including each fund's offering document(s). Want to see the specific assets that make up and power Fundrise portfolios? Check out our active and past projects at www.fundrise.com/assets.More Info & DisclaimersThere are no guarantees investment holdings of the Fundrise Innovation Fund (the “Fund”) will be successful.Investing in the Fund is speculative and involves substantial risks. You should purchase shares of the Fund only if you can afford a complete loss of your investment. Nothing in this material should be construed as tax advice, an offer, recommendation, or solicitation to buy or sell any security. Past performance does not guarantee future results. Current and future holdings are subject to risk, and returns of one portfolio company are not indicative of an investment in the Fund. For Fund performance and the most recent schedule of investments, visit GetVCX.com. The Fund's annual and semi-annual reports (Form N-CSR), quarterly portfolio holdings (Form N-PORT), and other periodic reports filed with the Securities and Exchange Commission are available on EDGAR at sec.gov and at GetVCX.com. The Innovation Fund is publicly registered under the Investment Company Act of 1940 as a non-diversified, closed-end management investment company.The Fund's portfolio will be concentrated in securities issued by technology companies and other investments that provide economic exposure to technology companies and as such, it may be subject to more risks than if it were broadly diversified across additional sectors and industries of the economy. Certain technology companies may face special risks that their products or services may not prove to be commercially successful. Technology companies are also strongly affected by worldwide scientific or technological developments, and as a result, their products may rapidly become obsolete.The Fund's investments in companies involved in, or exposed to, artificial intelligence-related businesses may be negatively impacted because of, among other things, limited product lines, markets, financial resources and/or personnel; intense competition and potentially rapid product obsolescence these companies may face; loss or impairment of intellectual property rights; and the inability to successfully develop products or services even after spending significant amount of resources.The Fund's investment in private company securities, whether made directly or indirectly (e.g., through derivatives or private pooled investment vehicles) are generally illiquid. Because private company securities are thinly traded, such securities may display especially volatile or erratic price movements, sometimes in response to relatively small changes in investor supply or demand or other market conditions.

Today's guest entered the year pretty bearish on the prospects for the US economy, the global economy, the financial markets and the housing market.Now that we're 5 months into the year -- and embroiled in a new war against Iran -- how has his outlook changed, if at all?For insight, we're fortunate to welcome back to the program Edward Dowd, founder of macroeconomic consulting & research firm Phinance Technologies.Ed expects a near-term 20-30% market correction, to then get rescued by the central planners.But...he then predicts that recovery will fail, dropping stocks into a true, likely multi-year, bear market.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#bearmarket #marketcorrection #deflation _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/wp-content/uploads/2023/12/Thoughtful-Money-Disclosure-Document-12.6.23.pdf?pid=227Thoughtful Money Agreement: https://thoughtfulmoney.com/wp-content/uploads/2024/11/Thoughtful-Money-Agreement-Agreement.docx?pid=227IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

The SEC's proposal to allow optional semiannual reporting could significantly reshape public company reporting obligations and investor communications. SEC Division of Corporation Finance Director Jim Moloney joins the podcast to discuss what the proposal would change, why the SEC is considering the shift now, and the potential implications for companies, investors, and the public markets. For more on the SEC's proposal, read our In brief, SEC proposes optional semiannual reporting framework. Hear more from Jim Moloney on the Material Matters podcast episode, Director Jim Moloney: Let the Free Markets be Free, where he discusses the future of SEC disclosure rules, public company reporting requirements, and the growing need to modernize decades-old regulatory frameworks. About our guests  Jim Moloney is the Director of the Division of Corporation Finance at the U.S. Securities and Exchange Commission. Before returning to the SEC, he spent 25 years at Gibson Dunn & Crutcher, where he co-chaired the firm's securities regulation and corporate governance practice and advised clients on corporate governance matters, disclosure rules, mergers & acquisitions, tender offers, proxy contests, and going-private transactions, among other areas.  John Vanosdall is a partner in PwC's National Office focused on digital assets, revenue, and compensation arrangements. John previously served as both a Deputy Chief Accountant and Professional Accounting Fellow in the Office of the Chief Accountant at the SEC. Prior to re-joining the National Office, he served as the firm's Accounting Advisory Leader. John has over 20 years of experience and has served some of the firm's largest clients as a client service partner.  About our guest host  Kyle Moffatt is PwC's Professional Practice leader, leading a team responsible for working with standard setters and regulators as well as delivering brand-defining thought leadership and educational materials. He also consults with engagement teams and audit clients on SEC reporting matters. Before PwC, Kyle spent almost 20 years with the SEC, most recently as Chief Accountant and Disclosure Program Director in the Division of Corporation Finance.  Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.com.Did you enjoy this episode? Text us your thoughts and be sure to include the episode name.

Alex Thorn talks with Nathan McCauley, CEO of Anchorage, about Anchorage winning crypto's first national bank charter and how they spent years fighting the very regulator that granted it. Now the OCC lane is reopening, competitors are piling in, and CEO Nathan McCauley explains what it means for crypto's next phase. Alex also speaks with Beimnet Abebe (Galaxy Trading) about markets. Participants, along with Galaxy Digital, hold a financial interest in Anchorage Digital and Bitcoin (BTC). Galaxy regularly engages in buying and selling BTC, including hedging transactions, for its own proprietary accounts and on behalf of its counterparties. Galaxy also provides services to vehicles that invest in BTC.  If the value of such assets increases, those vehicles may benefit, and Galaxy's service fees may increase accordingly. The valuation in this communication is based on technical, fundamental, and market analysis and not on any formal valuation method. For more information, please refer to Galaxy's public filings and statements. Cryptocurrencies, including BTC, are inherently volatile and risky and ultimate market movements may not align with this statement. For additional risks related to digital assets, please refer to the risk factors contained in filings Galaxy Digital Inc. makes with the Securities and Exchange Commission (the “SEC”) from time to time, including its Quarterly Report on Form 10-Q, available at www.sec.gov. This episode was recorded on Wednesday, May 6, 2026. ++ Follow us on Twitter, @glxyresearch, and read our research at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.galaxy.com/research/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more! This podcast, and the information contained herein, has been provided to you by Galaxy Digital Holdings LP and its affiliates (“Galaxy Digital”) solely for informational purposes. View the full disclaimer at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.galaxy.com/disclaimer-galaxy-brains-podcast/⁠⁠⁠⁠⁠⁠⁠⁠

Elon Musk's SpaceX confirmed in a Wednesday filing with the Securities and Exchange Commission it will take the company public, a multi-trillion-dollar move that could potentially turn Musk into the world's first trillionaire. Spacex's IPO valuation could reach between $1.75 trillion and $2 trillion, according to multiple reports, which would best the previous all-time IPO valuation record of $1.7 trillion set by Saudi Aramco in 2019. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sami Inkinen (@samiinkinen) is a Finnish-born, Stanford-trained entrepreneur and the founder and CEO/president of Trulia and Virta Health. Virta is on a mission to reverse metabolic disease in one billion people using technology, AI, and nutrition. A world-class endurance athlete, Sami is a triathlon age-group world champion and an 8-hour, 24-minute Ironman finisher, having completed the Hawaii Ironman World Championship seven times.This episode is brought to you by:Eight Sleep Pod Cover 5 sleeping solution for dynamic cooling and heating: EightSleep.com/TimAG1 all-in-one nutritional supplement: DrinkAG1.com/TimWealthfront high-yield cash account: Wealthfront.com/Tim Wealthfront disclaimer: New clients get 3.30% base APY from program banks + additional 0.75% boost for 3 months on your uninvested cash (max $150k balance). Terms and conditions apply. The Cash Account offered by Wealthfront Brokerage LLC (“WFB”) member FINRA/SIPC, not a bank. The base APY as of 1/30/26 is representative, can change, and requires no minimum. Tim Ferriss, a non-client, receives compensation from WFB for advertising and holds a non-controlling equity interest in the corporate parent of WFB, which creates a conflict of interest. Individual experiences and outcomes will differ. Instant withdrawals may be limited by your receiving firm and other factors. Investment advisory services provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Securities investments: not bank deposits, not bank-guaranteed or FDIC-insured, and may lose value.DISCLAIMER:The content of this episode is for informational purposes only. Neither Sami Inkinen nor Tim Ferriss is a medical professional, and nothing discussed here should be taken as medical advice or a substitute for consultation with a qualified healthcare provider.Timestamps:[00:00] Start.[01:45] How Sami uses 15 minutes every Sunday to outrun the universe.[03:37] Virta: at a thousand employees and counting.[04:15] The 5 a.m. boot-up: cold lake, core work, and emptying the dishwasher.[06:45] Why mood follows movement before the brain even boots up.[11:54] Saying no to 99% of what “normal people” do.[19:29] The weekly architecture.[20:29] Two direct reports: the case for radical subtraction.[21:09] 553 CEO letters and the case for one scalable habit.[32:36] The text-file life plan.[33:32] The 15-year personal plan Sami stumbled into by accident.[34:30] The four-pillar formula for not cracking in 26 years of founder life.[38:20] What “white Japanese people” and beer steins in saunas have in common.[45:55] Smoke saunas, löyly, and the one Finnish word worth knowing.[48:37] The lean, ten-percent-body-fat triathlete who was quietly going prediabetic.[53:07] Why 93% of American adults are metabolically unhealthy.[56:05] Reversing type 2 diabetes the way Virta actually does it.[1:00:17] Most surprising interventions.[1:03:32] The pancreatic cancer trial that bought patients 35% more time.[1:07:02] The McDonald's protocol: how to reverse diabetes from the drive-thru.[1:16:00] Why GLP-1 adherence collapses and Virta's doesn't.[1:21:10] Vegans, tofu, and the hardest macronutrient to get right.[1:25:27] The dose-response curve that lets perfect stop being the enemy of progress.[1:29:32] VO2 max blocks: how Sami trains an 80+ engine without burning out.[1:41:56] Hacking 10% off your running speed in four weeks.[1:46:09] Progressive overload, specificity, and the case against the long ride.[1:50:07] 45 days, three hours, and a contract to keep a marriage afloat.[1:55:27] The lightning strike in the middle of the Pacific that started a family.[2:01:15] The 36-year-old who bought his first car only because his wife made him.[2:05:40] The book recommendation no one saw coming: Trejo.[2:07:51] The PSA: chronic, progressive, and irreversible — three words Sami refuses.[2:11:40] Parting thoughts.*For show notes and past guests on The Tim Ferriss Show, please visit tim.blog/podcast.For deals from sponsors of The Tim Ferriss Show, please visit tim.blog/podcast-sponsorsSign up for Tim's email newsletter (5-Bullet Friday) at tim.blog/friday.For transcripts of episodes, go to tim.blog/transcripts.Discover Tim's books: tim.blog/books.Follow Tim:Twitter: twitter.com/tferriss Instagram: instagram.com/timferrissYouTube: youtube.com/timferrissFacebook: facebook.com/timferriss LinkedIn: linkedin.com/in/timferrissSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Macro & market analyst Stephanie Pomboy returned to provide her monthly outlook in today's livestream.She remains concerned that rising bond yields will be the kryptonite that brings the economy to its knees -- sending the prices of stocks, bonds and real estate downwards.Will Kevin Warsh be able to help us avoid this fate?Find out by clicking here or on the video below.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#federalreserve #bondyields #stockmarketcorrection _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/wp-content/uploads/2023/12/Thoughtful-Money-Disclosure-Document-12.6.23.pdf?pid=227Thoughtful Money Agreement: https://thoughtfulmoney.com/wp-content/uploads/2024/11/Thoughtful-Money-Agreement-Agreement.docx?pid=227IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

Details of SpaceX's IPO are expected to be made public this week as it accelerates plans for a stock debut that will likely make CEO Elon Musk the world's first trillionaire, but one analyst warned that trading may be volatile as the stock faces “substantial” downside risks. SpaceX, which filed confidential initial public offering registration with the Securities and Exchange Commission in April, will likely make public its paperwork—offering insight into the firm's operations and finances—this week as it plans for a June 12 debut on the Nasdaq, the Wall Street Journal reported, citing people familiar with the matter. Some have expressed concerns about SpaceX's stock listing, including PitchBook analyst Franco Granda, who wrote in March that SpaceX may act like Tesla's stock “on steroids,” suggesting trading volatility. Learn more about your ad choices. Visit megaphone.fm/adchoices

Youth labor in the age of AI adjustment Though about one-quarter of global jobs are exposed to AI, the Economics team doesn't share the view that AI will usher in mass unemployment. Benson Wu and Nick Stenner discuss their recent report on the topic, part of the Economics team's larger series on AI impact. They discuss several examples of past tech disruptions, many of which wound up favorable for job prospects when initial predictions were for a much less constructive outcome. Benson and Nick discuss youth unemployment, which is often cited as evidence of AI job destruction but they offer a different take and point out what's been improvement in that metric over the last several months. We share our views on the economies best positioned to benefit from the AI transition, and our take on whether benefits from AI may accrue more to capital than labor.   "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2026 Bank of America Corporation. All rights reserved.

Your logo, website, colors, fonts, and visuals all tell a story before someone ever works with you. In this episode of Women and Wealth, Regina is joined by Abbie O'Brien, founder of The Branding Den, to discuss creating a brand identity that feels strategic, authentic, and aligned with the people you want to serve. Abbie shares how she turned a pandemic layoff into a growing brand and web design business, why strong branding starts with deeper questions, and how small business owners can create consistency across their website, social media, and marketing materials. Regina and Abbie also talk about entrepreneurship, motherhood, making time for yourself, and stepping away from the screen to refill your own cup.   Episode Highlights:   0:00 - Introduction 0:32 - Why branding, logos, and design matter for small business owners 2:39 - How Abbie turned a pandemic layoff into a business opportunity 4:14 - What goes into building a strategic brand identity 7:58 - Why many small business owners rebrand after they better understand their audience 10:01 - How brand guidelines create consistency across your business 13:03 - Abbie's challenge of building a business while becoming a mom 14:27 - Abbie's vision for retirement, travel, golf, and warmer weather 15:51 - Why making time for yourself helps you show up better in work and life 17:35 - Regina's call to action: lift your chin, look around, and refill your own cup  ABOUT REGINA MCCANN HESS   Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero.  As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.     Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News.  She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.   As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth.  She focuses on educating her clients while building long-term relationships with them and their families.  Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals. CONNECT WITH REGINA   Website: https://www.forgewealth.com LinkedIn: https://www.linkedin.com/in/reginamccannhess/ Facebook: https://www.facebook.com/ForgeWealth Instagram: https://www.instagram.com/forgewealthmanagement/ YouTube: https://www.youtube.com/@ForgeWealth Email: reginahess@forgewealth.com CONNECT WITH ABBIE O'BRIEN   Website: thebrandingden.com/about  LinkedIn: https://www.linkedin.com/in/abbie11/  Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org   Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.forgewealth.com.

Is the US economy now solidly on the path to a new Golden Age as the Administration tells us?Or have President Trump's aggressive tariffs & international military interventions set America's prospects back as a number of critics claim?I can think of few better people to hear from on this topic than today's guest, who remains one of the key economic advisors to President Trump and his cabinet membersToday, we're fortunate to welcome back to the program economist Dr Arthur Laffer. He was the first to hold the title of Chief Economist at the Office of Management and Budget in the early 1970s. He then later served as a member of President Reagan's Economic Policy Advisory Board. He's perhaps best known for developing the Laffer curve, a model for determining the optimal balance between tax revenues and economic growth.IS YOUR PORTFOLIO PREPARED? SCHEDULE YOUR FREE CONSULTATION with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#economicgrowth #tariffs #taxes _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/wp-content/uploads/2023/12/Thoughtful-Money-Disclosure-Document-12.6.23.pdf?pid=227Thoughtful Money Agreement: https://thoughtfulmoney.com/wp-content/uploads/2024/11/Thoughtful-Money-Agreement-Agreement.docx?pid=227IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

Russell brings a unique combination of market insight, relentless work ethic, and a passion for education to his role as a financial advisor. With a deep understanding of market cycles and a commitment to going above and beyond for his clients, he is uniquely positioned to help business owners, individuals, and families pursue and protect their financial goals with confidence. In 2014, after a 24-year career in industrial construction and professional MMA fighting, Russell made a pivotal shift into the financial services industry. His decision was driven by a personal realization: many of his business owner friends and family were unprepared for the financial risks that could erode a lifetime of hard work and asset accumulation. Since then, he has developed and refined a comprehensive planning process designed to help clients set clear goals, uncover potential risks, and implement personalized strategies to protect and grow their wealth. Russell lives in Daytona Beach, where he enjoys an active lifestyle that includes weightlifting, Brazilian Jiu-Jitsu, golf, and time at the beach. He's also passionate about motorcycles and regularly attends local biking events and live music venues.Learn More: Email: russell@hr-ifs.com or www.hr-ifs.com Securities offered through Regulus Financial Group, LLC, Member FINRA /SIPC. Advisory services offered through Regal Investment Advisors, LLC an SEC Registered Investment Advisor.Regal Financial Group, Regal Investment Advisors and Regulus Financial Group are affiliated entities. Registration with the SEC does not imply any level of skill or training.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-russell-thompson-with-hr-insurance-and-financial-services-guaranteed-income

Send us Fan MailIn this episode, Financial Advisor Tim Russell, CFP®, Rev. Drew Gysi, and Tyler Rutherford explore why profit is often misunderstood and how it actually represents value created, risk taken, and needs met in the marketplace. Rather than being a sign of exploitation, profit plays a key role in driving innovation, supporting jobs, and expanding generosity. We also look at how a biblical worldview frames work, stewardship, and wealth creation.See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

Chris is Chairman and Portfolio Manager at Davis Advisors, an independent, employee‑owned investment firm managing $30B as of March 2026, and serves on the board of Berkshire Hathaway. We discuss stewardship and patience as core advantages in value investing, how market cycles test conviction, and the enduring lessons as well as the limits of the Buffett and Munger framework. -This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are their own and do not necessarily reflect the views of the Evoke Advisors Division of MAI Capital Management, LLC ("Evoke”), its affiliates, or any companies mentioned. Information shared has not been independently verified by MAI or its affiliates. MAI Capital Management, LLC (“MAI”) is registered with the U.S. Securities and Exchange Commission ("SEC"), which does not imply any particular level of skill or training.Certain information contained herein has been obtained from third party sources and such information has not been independently verified. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by any person.While such sources are believed to be reliable, Evoke does not assume any responsibility for the accuracy or completeness of such information. Evoke does not undertake any obligation to update the information contained herein as of any future date.The content is intended for a general audience and does not constitute a recommendation to buy or sell securities or adopt any investment strategy. Any examples or scenarios discussed are illustrative only, involve risks and uncertainties, and do not guarantee future results. Non-traditional assets carry significant risks and may not be suitable for all investors. Decisions should be based on individual objectives, risk tolerance, and circumstances.Statements herein are general and may not reflect an individual's or entity's specific circumstances or applicable laws, which vary by jurisdiction. Further, speakers' views are personal and may differ from Evoke and MAI recommendations and are not specific investment advice; and do not consider client objectives, risk tolerance, and diversification. Guests may have current or past relationships with Evoke and MAI, its affiliates, or the host, including as clients, service providers, or business partners. Participation does not constitute an endorsement or testimonial. No compensation has been paid or received for guest participation unless disclosed. MAI and its affiliates may have business relationships with entities mentioned in this podcast, which could create potential conflicts of interest. These relationships may include advisory services, investment management, or other arrangements. MAI seeks to manage such conflicts consistent with its fiduciary obligations and policies.(As of December 22, 2025)

Russell brings a unique combination of market insight, relentless work ethic, and a passion for education to his role as a financial advisor. With a deep understanding of market cycles and a commitment to going above and beyond for his clients, he is uniquely positioned to help business owners, individuals, and families pursue and protect their financial goals with confidence. In 2014, after a 24-year career in industrial construction and professional MMA fighting, Russell made a pivotal shift into the financial services industry. His decision was driven by a personal realization: many of his business owner friends and family were unprepared for the financial risks that could erode a lifetime of hard work and asset accumulation. Since then, he has developed and refined a comprehensive planning process designed to help clients set clear goals, uncover potential risks, and implement personalized strategies to protect and grow their wealth. Russell lives in Daytona Beach, where he enjoys an active lifestyle that includes weightlifting, Brazilian Jiu-Jitsu, golf, and time at the beach. He's also passionate about motorcycles and regularly attends local biking events and live music venues.Learn More: Email: russell@hr-ifs.com or www.hr-ifs.com Securities offered through Regulus Financial Group, LLC, Member FINRA /SIPC. Advisory services offered through Regal Investment Advisors, LLC an SEC Registered Investment Advisor.Regal Financial Group, Regal Investment Advisors and Regulus Financial Group are affiliated entities. Registration with the SEC does not imply any level of skill or training.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-russell-thompson-with-hr-insurance-and-financial-services-guaranteed-income

Alex Thorn talks with Robinhood's General Manager of Crypto Johann Kerbrat on the sidelines of Consensus 2026. Johann and Alex talk about the growth of crypto activity on the platform, their plans for tokenized securities, and the convergence of traditional markets and crypto. For additional risks related to digital assets, please refer to the risk factors contained in filings Galaxy Digital Inc. makes with the Securities and Exchange Commission (the “SEC”) from time to time, including its Quarterly Report on Form 10-Q, available at ⁠www.sec.gov⁠. This episode was recorded on Wednesday, May 6, 2026. ++ Follow us on Twitter, @glxyresearch, and read our research at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.galaxy.com/research/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more! This podcast, and the information contained herein, has been provided to you by Galaxy Digital Holdings LP and its affiliates (“Galaxy Digital”) solely for informational purposes. View the full disclaimer at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.galaxy.com/disclaimer-galaxy-brains-podcast/⁠⁠⁠⁠⁠⁠⁠⁠

This week, Jason is joined by designer, entrepreneur, former Goldman Sachs executive, and social media powerhouse, Galey Alix, for a conversation about reinvention, resilience, and what happens when you bet on yourself before anyone else does.Before becoming one of the most recognizable names in home design, Galey spent 13 years at Goldman Sachs, where she rose from a $27,000-a-year call center role to becoming one of the firm's top-performing sales executives — eventually generating billions for the company and earning seven figures along the way. She opens up about the mindset, competitiveness, and “story selling” techniques that helped her succeed in one of the most intense corporate environments in the world.But behind the career success, Galey was privately struggling. She shares the deeply personal story of losing her fiancé just weeks before their wedding after opening up about her battle with an eating disorder — a moment that sent her into one of the darkest periods of her life. What followed unexpectedly changed everything.While stepping away from social media to focus on healing, Galey's home renovation videos quietly began going viral online. What started as decorating projects for fun soon exploded into a completely new career path — eventually leading to millions of followers, major brand partnerships, product lines carried nationwide, and her own television show, Home in a Heartbeat.Galey breaks down the business behind her success — from how she built a massive social media platform through “story selling” and emotional content, to why she believes creators today should focus more on digital platforms than traditional television. She also explains the financial realities of entrepreneurship, including the “Double Tarzan” strategy she used to transition out of corporate America while minimizing risk.Jason and Galey also dive into the economics of the design industry, how she approaches ROI in home renovations, why most designers structure their businesses incorrectly, and the surprising financial systems she uses to protect both herself and her clients.Beyond business, Galey opens up about perfectionism, burnout, anxiety, relationships, identity, and the pressure of constantly needing to achieve at the highest level. She shares why vulnerability ultimately became her greatest strength — both personally and professionally.From Wall Street to home design, and from heartbreak to building a multi-platform empire, Galey reveals what it really takes to reinvent yourself while staying relentlessly authentic along the way.Galey reveals all this and so much more in another episode you can't afford to miss!Subscribe to the Trading Secrets podcast!Host: Jason Tartick Co-Host: David Arduin Audio: John Gurney Video: Marc Colcer Guest: Galey AlixWealthfrontWealthfront's high-yield cash account: https://www.wealthfront.com/tradingsecrets.This experience may not be representative of other Wealthfront clients, and there is no guarantee of future performance or success. Experiences will vary. Jason Tartick receives cash compensation from Wealthfront Brokerage for paid endorsement in his podcast, creating a conflict of interest. The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC, member FINRA/SIPC.  Wealthfront Brokerage is not a bank. The base APY is 3.30% on cash deposits as of January 30, 2026, is representative, subject to change, and requires no minimum. If eligible for the overall boosted rate of 4.05% offered in connection with this promo, your boosted rate is also subject to change if the base rate decreases during the 3 month promo period. Additional terms and conditions apply, which can be found on wealthfront.com/tradingsecrets.  Funds in the Cash Account are swept to program banks, where it earns the variable APY. Same-day withdrawal or instant payment transfers may be limited by destination institutions, daily transaction caps, and by participating entities such as Wells Fargo, the RTP® Network, and FedNow® Service. New Cash Account deposits are subject to a 2-4 day holding period before becoming available for transfer. Investment advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Securities investments: not bank deposits, bank-guaranteed or FDIC-insured, and may lose value.

Mega forces are reshaping portfolio opportunities over a strategic horizon of five years and beyond. Devan Nathwani, Portfolio Strategist at the BlackRock Investment Institute, explains how their latest manifestation is shifting where we take growth risk.General disclosure: This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of the date of publication and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. BlackRock does and may seek to do business with companies covered in this podcast. As a result, readers should be aware that the firm may have a conflict of interest that could affect the objectivity of this podcast.In the U.S. and Canada, this material is intended for public distribution.In the UK and Non-European Economic Area (EEA) countries: this is Issued by BlackRock Investment Management (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel:+ 44 (0)20 7743 3000. Registered in England and Wales No. 02020394. For your protection telephone calls are usually recorded. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock.In the European Economic Area (EEA): this is Issued by BlackRock (Netherlands) B.V. is authorised and regulated by the Netherlands Authority for the Financial Markets. Registered office Amstelplein 1, 1096 HA, Amsterdam, Tel: 020 – 549 5200, Tel: 31-20- 549-5200. Trade Register No. 17068311 For your protection telephone calls are usually recorded.For Investors in Switzerland: This document is marketing material.In South Africa: Please be advised that BlackRock Investment Management (UK) Limited is an authorised Financial Services provider with the South African Financial Services Board, FSP No. 43288.In Singapore, this is issued by BlackRock (Singapore) Limited (Co. registration no. 200010143N). This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. In Hong Kong, this material is issued by BlackRock Asset Management North Asia Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong. In Australia, issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523 (BIMAL). This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL's Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdictionIn Latin America: this material is for educational purposes only and does not constitute investment advice nor an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. If any funds are mentioned or inferred to in this material, it is possible that some or all of the funds may not have been registered with the securities regulator of Argentina, Brazil, Chile, Colombia, Mexico, Panama, Peru, Uruguay or any other securities regulator in any Latin American country and thus might not be publicly offered within any such country. The securities regulators of such countries have not confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico thus is subject to strict rules. For more information on the Investment Advisory Services offered by BlackRock Mexico please refer to the Investment Services Guide available at www.blackrock.com/mx©2026 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. All other trademarks are those of their respective owners.BII0526-5496769-EXP0527

Please join Mark Cabana in discussion with Adarsh Sinha & Meghan Swiber to discuss the US-China summit, yen intervention, & US rates. We will cover FX views in context of US-China summit & recent yen interventions / USD flows + US rate views after recent inflation data & new Fed Chair Warsh.   You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life.   "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2026 Bank of America Corporation. All rights reserved.

This week, we track how weather disruptions from El Niño may ripple through commodity markets that are already on edge, how sticky inflation and strong labor data could prompt unexpected Fed rate hikes, and how consumers are turning to Chinese autos, secondhand and off-price retail as they contend with these higher prices.   You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life.   "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2026 Bank of America Corporation. All rights reserved.

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comMike Green has become famous for his work empirically proving that net positive passive capital flows have predominantly been responsible for the strong performance of stocks since the GFC.He has also warned that should those flows weaken, or even turn negative, stock prices will start moving in reverse.And he's starting to see early signs that they may indeed be starting to falter?When will that matter?And what will that really mean for markets?To find out, watch this video#passiveinvesting #retirementplanning #capitalflows _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/wp-content/uploads/2023/12/Thoughtful-Money-Disclosure-Document-12.6.23.pdf?pid=227Thoughtful Money Agreement: https://thoughtfulmoney.com/wp-content/uploads/2024/11/Thoughtful-Money-Agreement-Agreement.docx?pid=227IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

The stock market rally is looking increasingly vulnerable as breath narrows, volume declines, and reading remain at short-term overbought extremes.And now, bond yields are surging.Is the weakness we saw on Friday the start of the pullback many have been expecting?Portfolio manager Lance Roberts and I discuss the odds, as well as the latest retail sales data, the latest on passive capital flows, and Lance's firm's latest trades.For everything that mattered to markets this week, watch this video.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#marketcorrection #bondyields #bonds _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/wp-content/uploads/2023/12/Thoughtful-Money-Disclosure-Document-12.6.23.pdf?pid=227Thoughtful Money Agreement: https://thoughtfulmoney.com/wp-content/uploads/2024/11/Thoughtful-Money-Agreement-Agreement.docx?pid=227IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

Did you know 60% of individual stocks are net wealth destroyers? In Part Two, Patti and Eric break down what really causes major market drops, the odds of losing money over time, and four smart strategies for managing a concentrated stock position. Key Financial, Inc. is a federally registered investment advisor with the United States Securities and Exchange Commission. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Key Financial Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Patricia Brennan and Osaic Wealth, Inc. do not offer tax advice or tax servies. Please consult your tax specialist for individual advice. We make no specific comments or recommendations on any tax related details. "One Hundred Years in the U.S. Stock Markets" (March 2026, also on SSRN) Looking at 29,754 common stocks listed on U.S. public markets over 100 years (1926–2025), the study found that long-term investors in nearly 60% of stocks incurred wealth reductions

Stocks have positively roared back to new all-time highs after some initial market jitters at the start of the Iran war.Is such confident optimism warranted?Or is Wall Street irresponsibly discounting serious risks like the global oil price shock and rising bond yields?To find out, we're fortunate to welcome Cameron Dawson, Chief Investment Officer at NewEdge Wealth, back to the program today.Cameron assesses that stocks -- driven by the red-hot semiconductor sector -- are now so extremely overbought that the risk of a "ferocious" pullback is high and becoming increasingly more so.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#marketcorrection #aistocks #semiconductors _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/wp-content/uploads/2023/12/Thoughtful-Money-Disclosure-Document-12.6.23.pdf?pid=227Thoughtful Money Agreement: https://thoughtfulmoney.com/wp-content/uploads/2024/11/Thoughtful-Money-Agreement-Agreement.docx?pid=227IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

Too often people stay loyal to a financial advisor even after their financial life has outgrown the advisor's service model. In this episode we're contrasting investment-only relationships with proactive, comprehensive planning that integrates taxes, estate, insurance, and coordination with a CPA. Do you see any of these flags in your own financial advisor relationship? Reach out for a complimentary strategy assessment!

What should we expect from the Fed as Kevin Warsh takes over as Chairman this week?Given the inflationary oil price shock from the US-Iran war, are rate cuts now off the table?Are rate *hikes* possible ahead?For answers, we're incredibloy fortunate to welcome back to the program Dr Thomas Hoenig, former CEO of the Kansas City Fed, former voting member of the Federal Open Market Committee, a former director of the FDIC, and now a Distinguished Senior Fellow at the Mercatus Center.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#dollar #federalreserve #fiatcurrency _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/wp-content/uploads/2023/12/Thoughtful-Money-Disclosure-Document-12.6.23.pdf?pid=227Thoughtful Money Agreement: https://thoughtfulmoney.com/wp-content/uploads/2024/11/Thoughtful-Money-Agreement-Agreement.docx?pid=227IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

How much of a threat to the economy is the oil price shock, and shortages of other key commodities, caused by the US-Iran war?What's likeliest to happen if the war wraps up soon?Or, if it escalates from here?And what impact is this all likely to have on the financial markets, which are back trading at all-time highs?To find out, we're fortunate to welcome back to the program analyst Bill Fleckenstein of Fleckenstein Capital.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#bonds #federalreserve #iranwar _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/wp-content/uploads/2023/12/Thoughtful-Money-Disclosure-Document-12.6.23.pdf?pid=227Thoughtful Money Agreement: https://thoughtfulmoney.com/wp-content/uploads/2024/11/Thoughtful-Money-Agreement-Agreement.docx?pid=227IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

WANT HELP BUILDING A PRO-SEC PORTFOLIO? SCHEDULE YOUR FREE CONSULTATION with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comToday's guest has been a champion for what he calls the ProSec trade.ProSec is short for "production for Security": aka the sectors essential to reshoring and national security.COVID and the Ukraine and Iran wars have woken up the countries of the world to the importance of supply chain resilience and home defense.In theory, the ProSec trade seems made of the times we now find ourselves in.But in practice, how has it been performing?To find out, we're fortunate to welcome back to the program, Peter Tchir, Head of Macro Strategy at Academy Securities.#nationalsecurity #iranwar #manufacturing _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/wp-content/uploads/2023/12/Thoughtful-Money-Disclosure-Document-12.6.23.pdf?pid=227Thoughtful Money Agreement: https://thoughtfulmoney.com/wp-content/uploads/2024/11/Thoughtful-Money-Agreement-Agreement.docx?pid=227IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

Landon Zinda, Counsel to the Chairman and Senior Advisor for the Crypto Task Force at the Securities and Exchange Commission, sat down with us at the Solana Policy Institute's Summit to discuss the SEC's guidance on crypto securities, crypto wallets, tokenization, the Clarity Act, and more. Brought to you by

Marcia Dawood is the author of Do Good While Doing Well, TEDx speaker, Podcast host, and an early-stage investor who serves on the Securities and Exchange Commission's Small Business Capital Formation Advisory Committee. She is a venture partner with Mindshift Capital and the chair emeritus of the Angel Capital Association (ACA), a global professional society for angel investors. She is also an associate producer on the award-winning documentary Show Her the Money. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!   Connect with Marcia Dawood:Website: www.marciadawood.com X: https://twitter.com/MarciaDawood Instagram: https://www.instagram.com/marciadawood/ LinkedIn: https://www.linkedin.com/in/marciadawood/ Facebook: https://www.facebook.com/marcia.dawood *E - explicit language may be used in this podcast.

Stocks have rallied so far so fast there's now a "massive deviation" between prices and their daily moving averages.Technical analysis strongly suggests that the risk of pullback, possibly as much as 15%, is now high warns portfolio manager Lance Roberts.Lance and I discuss the odds of this happening soon, as well as the new non-farm payrolls and UMICH consumer sentiment data, as well as bond yields, credit spreads, private equity and, of course, Lance's firm's latest trades.For everything that mattered to markets this week, watch this video.#marketcorrection #jobsreport #bonds _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/wp-content/uploads/2023/12/Thoughtful-Money-Disclosure-Document-12.6.23.pdf?pid=227Thoughtful Money Agreement: https://thoughtfulmoney.com/wp-content/uploads/2024/11/Thoughtful-Money-Agreement-Agreement.docx?pid=227IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

Scott Galloway is a professor of marketing at New York University's Stern School of Business. We discuss masculine roles and obligations of past, present and future. We explore which are timeless and which are changing, and positive steps boys and men can take to create meaning and stability in their lives. We cover work, finances, health and relationships to build a grounded, purposeful life. We also discuss tech, social media, alcohol, cannabis and porn. Throughout, we emphasize specific daily practices for building mental, physical and economic resilience, compassion for others, and for navigating key life decisions in every realm. Thank you to our sponsors AG1: https://drinkag1.com/huberman David: https://davidprotein.com/huberman Wealthfront*: https://wealthfront.com/huberman Function: https://functionhealth.com/huberman LMNT: https://drinklmnt.com/huberman Timestamps (00:00:00) Scott Galloway (00:02:45) Mentoring Young Men (00:06:16) Positive Masculinity Defined (00:13:37) Sponsors: David & Wealthfront (00:16:33) Men & Goals, Role Models, Technology; Relationships (00:26:34) Elon Musk; Big Tech (00:31:53) Varying Role Models, Flaws; Criticism, Big Tech & Incendiary Content (00:43:33) Sponsor: AG1 (00:44:57) Fear, Dating & Rejection, Relationship Dynamics (00:53:39) Social Media Impacts on Kids; Regulation (01:06:03) Phone, Dopamine & Pseudo-OCD; Solutions (01:14:03) Sponsor: Function (01:15:14) Naval Academy & Lifestyle Protocols, Mandatory National Service (01:23:08) Alcohol Phones & Professional Considerations (01:33:43) Drinking Age; Cannabis, THC (01:37:16) Sponsor: LMNT (01:38:36) Cannabis; Porn, Addiction (01:46:14) Anger; Testosterone; Aspirational Masculinity, Toxic Femininity (01:56:25) Advocating for Young Men, Economic Opportunity, Gerontocracy (02:04:43) Generation Gaps, Retirement, "Vampire" Generation (02:10:30) Bet on Unremarkable, Universities & Vocations; Gerontocracy (02:18:48) Aging; Paying it Forward & Male Mentorship (02:25:33) Seeking Mentors, Young Men; Acknowledgments (02:33:13) Zero-Cost Support, YouTube, Spotify & Apple Follow, Reviews & Feedback, Sponsors, Protocols Book, Social Media, Neural Network Newsletter *This experience may not be representative of other Wealthfront clients, and there is no guarantee of future performance or success. Experiences will vary. Andrew Huberman receives cash compensation from Wealthfront Brokerage for paid testimonials in his podcast, creating a conflict of interest. The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC, member FINRA/SIPC.  Wealthfront Brokerage is not a bank. The base APY is 3.30% on cash deposits as of January 30, 2026, is representative, subject to change, and requires no minimum. If eligible for the overall boosted rate of 4.05% offered in connection with this promo, your boosted rate is also subject to change if the base rate decreases during the 3 month promo period. Additional terms and conditions apply, which can be found on Wealthfront.com/Huberman.  Funds in the Cash Account are swept to program banks, where it earns the variable APY. Same-day withdrawal or instant payment transfers may be limited by destination institutions, daily transaction caps, and by participating entities such as Wells Fargo, the RTP® Network, and FedNow® Service. New Cash Account deposits are subject to a 2-4 day holding period before becoming available for transfer. Investment advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Securities investments: not bank deposits, bank-guaranteed or FDIC-insured, and may lose value. Disclaimer & Disclosures Learn more about your ad choices. Visit megaphone.fm/adchoices