Podcasts about segment wealth management

Brett Ewing, chief market strategist at First Franklin Financial Services, says that the rally he expected for small-cap stocks when he last appeared on the show in January, finally arrived in the third quarter and the stock market is now rotating towards smaller companies, industrials and real estate investment trusts. Ewing says that he expects the stock market to have a "decent correction" near the end of the year, if only because the market has seldom been up this much after three quarters and most years with a similar gain have seen a downturn in the fourth quarter; while he thinks the market will quickly backstop a decline, he noted that investors may also want to lean into fixed income because bonds, historically, have outperformed equities in the first 12 months after the federal reserve starts a rate-cutting cycle. Nadia Vanderhall, Financial Planner and CEO at Brands + Bands Strategy Group, discusses her recent blog post on how consumers can use gift cards as a budgeting and money-management tool — and can be a valuable accessory for teaching kids about money — and Gil Baumgarten, founder and president of Segment Wealth Management talks ETFs and stocks in the Money Life Market Call.

Gil Baumgarten is a disruptive wealth management pioneer. After battling UBS in defense of 100% ETF portfolios, a direct assault on the firm's fee-rich mutual fund business, he was on the original beta-test team of six advisors permitted to run discretionary ETF portfolios in 2002. He has since been named one of the “Top-20 ETF Thought Leaders in the U.S.” by Barron's and The Wall Street Journal. Gil's fee-only fiduciary firm, Segment Wealth Management, is a top-15 firm in Houston as ranked by the Houston Business Journal. Gil is perennially named a top 50 advisor in Texas by Barron's, out of the state's 26,002 registrants. Gil is also the best-selling author of FOOLISH: How Investors Get Worked Up and Worked Over by the System. The book takes readers through the dark tunnels of the brokerage fee ecosystem and takes a deep dive on investors' self-harm tendencies driven by ego satisfaction. In this episode, Gil Baumgarten shares: What's happening to the financial system and what can we do to take control of our financial future How a fiduciary system can benefit you Insights on confirmational biases what we should be doing to guide ourselves through the current economic situation The importance of having a financial guide The best stocks to invest in The advantages of investing in ETFs Investment recommendations for investors with portfolio values of over 5 million dollars Investment recommendations for investors with portfolio values of under 5 million dollars Managing liquidity to create wealth and take control of our finances  The best route to sustainable wealth How the quality of the questions we ask ourselves impact the quality of the life that we lead How to create the mental ecosystem to produce the best financial results How to have a better result by avoiding taxes and fees idea or concept of beginning with the end in mind And much more...    Resources mentioned in today's show: Segment Wealth website: https://segmentwm.com/ FOOLISH: https://gilbaumgarten.com/book/ Gil's Musings: https://segmentwm.com/blog/ The Intelligent Investor - Benjamin Graham Money Master The Game: Tony Robbins If you would like more insights on profit maximization for your business, visit: www.ProfitHive.com.au

Gil Baumgarten is a disruptive wealth management pioneer. After battling UBS in defense of 100% ETF portfolios, a direct assault on the firm's fee-rich mutual fund business, he was on the original beta-test team of six advisors permitted to run discretionary ETF portfolios in 2002. He has since been named one of the “Top-20 ETF Thought Leaders in the U.S.” by Barron's and The Wall Street Journal.    Gil's fee-only fiduciary firm, Segment Wealth Management, is a top-15 firm in Houston as ranked by the Houston Business Journal. Gil is perennially named a top-50 advisor in Texas by Barron's, out of the state's 26,002 registrants.    Gil is also the best-selling author of FOOLISH: How Investors Get Worked Up and Worked Over by the System. The book takes readers through the dark tunnels of the brokerage fee ecosystem and takes a deep dive on investors' self-harm tendencies driven by ego satisfaction.   Listen to this insightful RIA episode with Gil Baumgarten about unusual referral generation events. Here is what to expect on this week's show: - How the brokerage industry should value and nurture client relationships.  - Why holding events is a great way to build relationships with your clients. - How your clients might be more interested in going to more creative events. - Why it's easy to figure out a group of people's common denominator once you get to know them. - How you should know how your clients will respond to a volitive market.   Connect with Gil: Links Mentioned: https://gilbaumgarten.com/ https://segmentwm.com/ Facebook https://www.facebook.com/SegmentWealthManagement LinkedIn linkedin.com/in/gil-baumgarten Learn more about your ad choices. Visit megaphone.fm/adchoices

Upcoming Event!How Can Mindfulness Give You a More Abundant Retirement?Are you ready to let go of anxiety and find the peace of mind you seek as you prepare for your golden years? Your Answer Lies in These 5 Critical Retirement Questions: Am I on track for financial independence?What do I need to do to get on track?How do I design a mindful investing portfolio?How do I manage that portfolio and my income over time through changing markets?How do I prepare non-financially for retirement? What are the dominant variables in a happy retirement?Learn more: https://courses.mindful.money/mindful-retirement-review-workshop/Gil Baumgarten is a disruptive wealth management pioneer. After battling UBS in defense of 100% ETF portfolios, a direct assault on the firm's fee-rich mutual fund business, he was on the original beta-test team of six advisors permitted to run discretionary ETF portfolios in 2002. He has since been named one of the “Top-20 ETF Thought Leaders in the U.S.” by Barron's and The Wall Street Journal . Gil's fee-only fiduciary firm, Segment Wealth Management, is a top-15 firm in Houston as ranked by the Houston Business Journal . Gil is perennially named a top-50 advisor in Texas by Barron's , out of the state's estimated 26,002 registrants. Gil is also the best- selling author of FOOLISH: How Investors Get Worked Up and Worked Over by the System. Today, Gil joins the show to discuss his background in the financial services industry, the difference between fiduciary and non-fiduciary standards, and the psychology behind investing.

In this episode, we speak with Gil Baumgarten, President of Segment Wealth Management.  We spoke with Gil about how he took his practice to where it is today with over $1.3 billion in AUM as the sole Financial Advisor.  We spoke with Gil about succession planning, his move from the wire house to RIA, and where the future of the business is headed.  We also spoke about how important a business development associate is to the long-term growth of his practice.  Hope you enjoy it! Did this podcast get you to take action in some way? I'd love your thoughts and feedback on this podcast.  I'm always looking to connect with like-minded creative people that are motivated and want to be better!  You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

Join Mike Cavaggioni with Gil Baumgarten on the 155th episode of the Average Joe Finances Podcast. Gil shares his thoughts on timely finance topics, volatile market trends and the psychology behind smart investments.In this episode, you'll learn:How to stay strong during market volatilityHaving a healthy risk appetite when investingHow to start investing wiselyHaving the discipline to become wealthyAnd so much more!About Gil Baumgarten:Gil Baumgarten is a disruptive wealth management pioneer. After battling UBS in defense of 100% ETF portfolios, a direct assault on the firm's fee-rich mutual fund business, he was on the original beta-test team of six advisors permitted to run discretionary ETF portfolios in 2002.  He has since been named one of the “Top-20 ETF Thought Leaders in the U.S.” by Barron's and The Wall Street Journal. Gil's fee-only fiduciary firm, Segment Wealth Management, is a top-15 firm in Houston as ranked by the Houston Business Journal. Gil is perennially named a top-50 advisor in Texas by Barron's, out of the state's 26,002 registrants. Gil is also the best-selling author of FOOLISH: How Investors Get Worked Up and Worked Over by the System. The book takes readers through the dark tunnels of the brokerage fee ecosystem and takes a deep dive on investors' self-harm tendencies driven by ego satisfaction.Find Gil on:Company Website: https://segmentwm.com/Gil's Musings: https://segmentwm.com/blog/Personal Website: https://gilbaumgarten.com/Facebook: www.facebook.com/SegmentWealthManagementLinkedIn: https://www.linkedin.com/in/gil-baumgarten/  Average Joe Finances®All of our social media links and more: https://averagejoefinances.com/linksAbout Mike: https://themikecav.comREWBCON: Join me at the Real Estate Wealth Builders Conference. Use promo code “Mike” to save on tickets. https://averagejoefinances.com/rewbconImportant Tools and Resources that I UseFinancial Resources: www.averagejoefinances.com/resourcesCRM Tool: www.averagejoefinances.com/crmPay Off Your Mortgage in 5-7 Years:www.theshredmethod.com/averagejoefinancesFind a REALTOR® in any state: www.averagejoefinances.com/realtorMake Real Estate Investing Easier with DealMachine:www.averagejoefinances.com/dealmachinePodcast Hosting: www.averagejoefinances.com/buzzsproutPodcast Editing Services: www.editpods.com*DISCLAIMER* www.averagejoefinances.com/disclaimerSee our full episode transcripts here: www.averagejoefinancespod.com/episodesSupport the show

In the past year, the stock market has made headlines with its unexpected ebbs and flows, signaling to people who otherwise had their money elsewhere to try their hand at investing, while setting off alarms of panic in others. With the feeling of so much riding on each decision you make with your money, ‘weathering the storm' that is the stock market certainly tests the resilience of the investor and their funds. Natural responses of fight or flight, risk versus reward and confirmation biases all play a part in how far an investment can go, as well as just simply knowing the rules around fees and taxes on investments. This ‘behavioral finance' is what Gil Baumgarten explores in his new book, Foolish: How Investors Get Worked Up and Worked Over by the System.Beginning his career at the venerable EF Hutton in the early 1980s, Gil became a top portfolio manager for UBS and Citigroup Smith Barney, becoming one of only a handful of professional money managers with a 15-year all-ETF portfolio track record.  After decades of working with brokerage firms and feeling more like a number with dollar signs and less like a true advocate for his clients, he transitioned to working independently, starting his firm Segment Wealth Management in 2010 as a Fiduciary Financial Advisor.Helpful links:Join the Strategic Financial Mastery programJoin Our Free CommunityTrain your team with an on-site workshopDisclaimer:BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information.Support the show

Episode 265: Author of FOOLISH, founder of Segment Wealth Management Gil Baumgarten joins the podcast to talk about his book, behavioral finance and his recent views on the stock market as a whole. BookAuthor: Gil BaumgartenTitle: FOOLISH: How Investors Get Worked up and Worked Over by the SystemSocial MediaGil Baumgarten Barron's: Gil Baumgartenwww.gilbaumgarten.com

Gil Baumgarten is a 36-year veteran of the investment industry. In 2010, Gil left the brokerage world to start Segment Wealth Management, a fiduciary firm where the interests of the client and the firm could align. He is a multi-year recipient of the Top 1,200 Financial Advisors in America distinction by Barron's and was named one of the Top-20 Exchange Traded Funds Thought Leaders in America. Gil launched his first book this year, FOOLISH: How Investors Get Worked Up and Worked Over by the System, which hit #1 Best Seller status on Amazon. Connect with Gil: Segment Website: https://segmentwm.com/ Segment Facebook: @SegmentWealthManagement https://www.facebook.com/SegmentWealthManagement Gil Baumgarten LinkedIn: https://www.linkedin.com/in/gil-baumgarten/   Time Stamps: 3:05 - Difference between fiduciary and financial planner 5:20 - What is a 12b-1? 9:45 - The difference between “suitable” and “best for” when it comes to Advisors 13:50 - Obligations of  401(k) providers 18:15 - Standards of care 20:00 - Cost vs Investment 21:05 - Commercial Break 22:10 - Gil's book, FOOLISH: How Investors Get Worked Up and Worked Over by the System 25:00 - Quantifying returns 28:45 - How to win a free copy of FOOLISH 29:55 - How to contact Gil 31:20 - Gil's philanthropy

Gil Baumgarten is a 36-year veteran of the investment industry. In 2010, Gil left the brokerage world to start Segment Wealth Management, a fiduciary firm where the interests of the client and the firm could align. He is a multi-year recipient of the Top 1,200 Financial Advisors in America distinction by Barron's and was named one of the Top-20 Exchange Traded Funds Thought Leaders in America. Gil launched his first book this year, FOOLISH: How Investors Get Worked Up and Worked Over by the System, which hit #1 Best Seller status on Amazon. Connect with Gil: Segment Website: https://segmentwm.com/ Segment Facebook: @SegmentWealthManagement https://www.facebook.com/SegmentWealthManagement Gil Baumgarten LinkedIn: https://www.linkedin.com/in/gil-baumgarten/   Time Stamps: 3:05 - Difference between fiduciary and financial planner 5:20 - What is a 12b-1? 9:45 - The difference between “suitable” and “best for” when it comes to Advisors 13:50 - Obligations of  401(k) providers 18:15 - Standards of care 20:00 - Cost vs Investment 21:05 - Commercial Break 22:10 - Gil's book, FOOLISH: How Investors Get Worked Up and Worked Over by the System 25:00 - Quantifying returns 28:45 - How to win a free copy of FOOLISH 29:55 - How to contact Gil 31:20 - Gil's philanthropy

Have you been wondering if we are truly in a recession and how you should prepare? Gil Baumgarten, one of the nation's top financial advisors, Founder, and President of Segment Wealth Management, answers this question and others as he shares how to establish good habits when handling your assets. Hear his perspective on long-term investments both for return and stability, the number one financial mistake investors should avoid, and healthy habits to put into practice. Baumgarten reminds us that the Bible does not say that money itself is evil. Rather, the love of money is evil and some of the rich were only vilified because of their motives. Learn principles of good stewardship and how money can be used to heal, help and educate when properly managed. Disclosure: The Podcast discussion represents neither an attorney nor an accountant, and no portion of the podcast content should be interpreted as legal, accounting, or tax advice. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). These are general tips and not meant to be personalized financial advice to your unique situation. For Show Notes & Episode Details:  https://theinfluencerspodcast.org Get more inspirational content all week… FACEBOOK: https://www.facebook.com/theinfluencerspodcastofficial  INSTAGRAM: https://www.instagram.com/theinfluencerspodcastofficial/  TWITTER: https://twitter.com/hearinfluencers Learn more about Gil Baumgarten and get his new book, Foolish: How Investors Get Worked Up and Worked Over by the System, at www.segmentwm.com and www.gilbaumgarten.com.

LifeBlood: We talked about finding financial prosperity, how interest rates impact the stock market, how to think about inflation, thoughts on students loans, and keys to success with Gil Baumgarten, President of Segment Wealth Management, author and industry thought leader.   Listen to learn why why resilience and grit are keys to long-term financial success! You can learn more about Gil at SegmentWM.com, Facebook, Twitter and LinkedIn. Thanks, as always for listening! If you got some value and enjoyed the show, please leave us a review here: ​​https://ratethispodcast.com/lifebloodpodcast You can learn more about us at LifeBlood.Live, Twitter, LinkedIn, Instagram, YouTube and Facebook or you'd like to be a guest on the show, contact us at contact@LifeBlood.Live.  Stay up to date by getting our monthly updates. Want to say “Thanks!” You can buy us a cup of coffee https://www.buymeacoffee.com/lifeblood

Gil Baumgarten, president of Segment Wealth Management, is a 36-year veteran of the investment industry. In 2010, Gil jumped off the Wall Street brokerage train to start Segment, a fiduciary firm where the interests of the client and the firm could align. He is a multi-year recipient of the Top 1,200 Financial Advisors in America distinction by Barron's and is a newly published author, with his first book launching in May titled, FOOLISH: How Investors Get Worked Up and Worked Over by the System. 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 Gil Baumgarten: Website: https://segmentwm.com/ LinkedIn: https://www.linkedin.com/in/gil-baumgarten/ Facebook: https://www.facebook.com/SegmentWealthManagement

It seems like every other week there's a new investment craze and before you can wrap your head around it everyone on social media is already on to the next one. In this week's episode, I'm joined by a veteran of the investment industry to help navigate through all the investing noise. Gil Baumgarten is the Founder, President, and CEO of Segment Wealth Management and the author of FOOLISH: How Investors Get Worked Up and Worked Over by the System.  Gil Baumgarten has been a part of the investment industry for over 37 years and has been the multi-year recipient of the Top 1,200 Financial Advisors in America distinction by Barron's. He started his career on Wall Street in the 1980s but found it routinely emphasized its own interests over the clients. In 2010, Gil left the brokerage world to start Segment Wealth Management, a fiduciary firm where the interests of the client and the firm could align. He launched his first book, FOOLISH: How Investors Get Worked Up and Worked Over by the System last spring. In this episode Gil pulls back the curtain on Wall Street and why he ultimately decided to leave and do things on his own terms. Gil shares why a lack of understanding about short-term investing is what leads to major losses and ending up in high tax brackets. I also ask Gil what's the difference he's seen from working with high-net-worth individuals and what we can learn from their investment strategies. For full episode show notes visit: https://jessicamoorhouse.com/323

Download the “How To Reach $100M+ In Managed Assets” for FREE by going to https://www.financialadvisorsworkshop.com/ Gil Baumgarten (http://segmentwm.com/) is a 37-year veteran of the investment industry and owner of Segment Wealth Management. He's a multi-award-winning financial advisor, author, and family man. Gil explains the investing trends that the rich follow, how to use risk to your advantage and what are some of the key ways to achieve more than a billion dollars under asset management for his firm. Linkedin: https://www.linkedin.com/in/gil-baumgarten/ Twitter: https://twitter.com/gilbaum Facebook: https://www.facebook.com/GilBaumgartenAuthor/ Book: https://gilbaumgarten.com/book/ Website: http://segmentwm.com/ Follow @FinancialAdvisorsWorkshop on TikTok, Instagram, and YouTube to see short videos of all the best and most valuable moments from this episode! To see short videos of all our best Financial Advisor Workshop tips follow us on: Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop TikTok: https://www.tiktok.com/@faworkshop YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop Twitter: https://twitter.com/FAsWorkshop iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408 Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE Website: https://www.financialadvisorsworkshop.com/ Interested in working at FourStar: https://fourstarwealth.com/Advisors

New book alert!  In this episode, Adam Torres and Gil Baumgarten, Founder and President of Segment Wealth Management, explore Gil's book "FOOLISH: How Investors Get Worked Up and Worked Over by the System."Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.Apply to be interviewed by Adam on our podcast:https://missionmatters.lpages.co/podcastguest/Visit our website:https://missionmatters.com/

New book alert!  In this episode, Adam Torres and Gil Baumgarten, Founder and President of Segment Wealth Management, explore Gil's book "FOOLISH: How Investors Get Worked Up and Worked Over by the System." Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.Apply to be interviewed by Adam on our podcast:https://missionmatters.lpages.co/podcastguest/Visit our website:https://missionmatters.com/

Show Notes   - The Grow Your Business and Grow Your Wealth podcast with Gary Heldt   - EP 78: Gil Baumgartenr – Found and CEO of Segment Wealth Management Gil Baumgarten is a 36-year veteran of the securities and investment industry. After beginning his career at the venerable EF Hutton in the early 1980s, Gil became a top producer for UBS and Smith Barney, what is today Morgan Stanley. However, Gil found Wall Street routinely emphasized its own interests over those of the client. By the time 2010 came about, Gil jumped off the brokerage train to start Segment, a fee-only firm where the interests of the client could align with the interests of the firm. In 2021, Gil published his first book, FOOLISH: How Investors Get Worked Up and Worked Over by the System. The best-selling book highlights the hidden problems endemic among Wall Street brokerage firms, as well as the deeply rooted self-destructive tendencies of investors, and provides investors with an actionable path forward.   Gil's insights include:    The importance of assessing suitability What fiduciaries do How Gil took his years of experience to write his book Foolish: How Investors Get Worked Up and Worked Over By The System What FINRA is How the pandemic impacted his company Why you should take bigger risks in your career Enjoy the show!   Connect with Gil:   Website: https://segmentwm.com/about/#segment Book: https://gilbaumgarten.com/book/     Connect with Gary: Website: https://sbadvisors.cc/ Facebook: https://www.facebook.com/SmallBusinessAdvisors LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr-388a051/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Gil Baumgarten as a solo advisor grew his business from $200 million AUM to over $1.2 billion AUM in only 10 years. His firm, Segment Wealth Management has only 9 employees serving 210 households and operates as an "extraordinarily simple business."

Gil Baumgarten is President & CEO of Segment Wealth Management, a 36-year veteran of the securities and investment industry.After 25 years on Wall Street, Gil had grown tired of brokerages routinely putting their own interests above those of the client. Gil lifts the lid on the nefarious practice's endemic amongst these Wall Street institutions, before taking us through the diametrically opposed investment approach, employed at Segment.Gil identifies the most common mistakes made by individual investors, before explaining the power of unrealized gains. And to finish, Gil describes Segment's ETF investment strategy, demonstrating how their Core and Satellite positions complement each other, to form a robust, diversified portfolio. Enjoy!Visit Segment's website for more information: https://segmentwm.com And to check out Gil's book here's a link to 'FOOLISH: How Investors Get Worked Up and Worked Over by the System': https://www.amazon.com/FOOLISH-Investors-Worked-Over-System/dp/1544519990 Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein. For any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

Gil Baumgarten, one of the nation's top financial advisors, is the Founder and President of Segment Wealth Management, an RIA financial advisory firm. Since its inception in 2010, Segment Wealth Management has grown to a top-ten firm in Houston, as recognized by the Houston Business Journal, with over a billion dollars in client assets under advisement. Gil is also a nine-time recipient of the Top 1,200 Financial Advisors distinction and has been ranked among the thirty-five best advisors in Texas by Barron's.   Distinctions aside, Gil's affinity for precision and detail reveals itself in his daily life as well.   During the show we discuss: ● The good, the bad, and the ugly in Wall Street investment ●  “The house always wins.” ● What the brokerage ecosystem look like ● The differences between brokerage and advisory systems ● The most important new SEC regulations for us ● Brokerage tactics that make your portfolio inefficient and put you at a disadvantage? ● Common self-destructive tendencies that make every investor vulnerable to brokerage firm schemes ● How to walk away from the FOOLI$H routes investors so often take ● Tips for better investment results ● The best practices in investing ● Finding your investing style ● Successful investors have in common ● What the “two-portfolio theory” is   Show resources: https://segmentwm.com/ https://www.amazon.com/FOOLISH-Investors-Worked-Over-System/dp/1544519990 https://www.linkedin.com/in/gil-baumgarten/ https://www.amazon.com/FOOLISH-Investors-Worked-Over-System-ebook/dp/B092YLSYTK/ref=sr_1_3?dchild=1&keywords=foolish&qid=1631213000&sr=8-3 https://gilbaumgarten.com/

When it comes to money, do you have a scarcity or abundance mindset? Gil Baumgarten, one of the nation's top financial advisors, Founder, and President of Segment Wealth Management, joins the podcast to share an insider's perspective on the brokerage world. He reveals that the current systems can leave investors confused and offers tips for better investing and stewardship. Discover why debt is an often misused tool, that capitalism is a biblical concept, and that an abundance mindset goes hand-in-hand with one of stewardship and our ability and willingness to give freely of our resources. If you desire to live a more generous life, build and have more influence for the kingdom of God, listen and get started today.  Disclosure: The Podcast discussion represents neither an attorney nor an accountant, and no portion of the podcast content should be interpreted as legal, accounting, or tax advice. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). These are general tips and not meant to be personalized financial advice to your unique situation. Learn more about Gil Baumgarten and get his new book, Foolish: How Investors Get Worked Up and Worked Over by the System, at www.segmentwm.com and www.gilbaumgarten.com Get more inspirational content all week… FACEBOOK: https://www.facebook.com/theinfluencerspodcastofficial  INSTAGRAM: https://www.instagram.com/theinfluencerspodcastofficial/  TWITTER: https://twitter.com/hearinfluencers

LifeBlood: We talked about the differences between financial professionals, how technology and innovation is changing financial advice, and how to think about and evaluate investment opportunities with Gil Baumgarten, President of Segment Wealth Management and author.  Listen to learn what you should be expecting out of a financial professional! For the Difference Making Tip, scan ahead to 18:38! You can learn more about Gil at SegmentWM.com, Facebook, Twitter and LinkedIn. You can learn more about the show at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, Pinterest, YouTube and Facebook or contact George at Contact@GeorgeGrombacher.com.

Foolish, How Investors get Worked Up and Worked Over by the System. Gil Baumgarten shares the behind-the-scenes of investing and all the ways you may be losing money. As an insider, he opens the curtain and shows up how we stop being foolish with our investments. Take away: Don't borrow money for a depreciating asset   Action step: A good dose of introspection is good for every investor   Money Learnings: Gil grew up in a situation where his family had some financial difficulties. Learned a lot about money from his wealthy friend's father who is a prominent orthopedic surgeon.   Bio: Gil Baumgarten, one of the nation's top financial advisors, is the Founder and President of Segment Wealth Management, an RIA financial advisory firm. Since its inception in 2010, Segment Wealth Management has grown to a top-ten firm in Houston, as recognized by the Houston Business Journal, with over a billion dollars in client assets under advisement. Gil is also a nine-time recipient of the Top 1,200 Financial Advisors distinction and has been ranked among the thirty-five best advisors in Texas by Barron's.    Distinctions aside, Gil's affinity for precision and detail reveals itself in his daily life as well. He is an avid outdoorsman, award-winning woodworker, and attentive family man, friend, and colleague.   Highlights from this episode: Link to episode page   The lessons Gil learned from the book ‘Rich Dad, Poor Dad' Things Gil did to teach his kids about money Some of the things that going on behind the scenes that people are not aware of that are essentially robbing them of their wealth The irrationality of humans with investing Gil talks about the current market conditions Thoughts on Index funds https://segmentwm.com/ https://gilbaumgarten.com   Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It's about personal freedom!   Thanks for listening!   Show Sponsor: http://profitcomesfirst.com/   Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes   If you like the show please leave a review on iTunes: http://bit.do/richersoul https://www.facebook.com/richersoul http://richersoul.com/ rocky@richersoul.com   Some music provided by Junan from Junan Podcast   Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.  

In this episode of the Customer Strategy Podcast, I'm talking with Gil Baumgarten, founder, and CEO of Segment Wealth Management.Gil built a billion-dollar advisory firm in less than 10 years on the back of incredible customer engagement strategies.Gil and I get into the specific strategies that have enabled his success. Here are some of the strategies we discuss:- Advocacy - What it means to do everything for your client even if it's not in your best interest...- How to do personalization at scale...- How to use an old-school technique to break through and make a connection with a client...- And much, much, more...To learn more about Gil and Segment, visit SegmentWM.com and GilBaumgarten.com. To learn how to build a comprehensive Customer Strategy for your business, grab a copy of my FREE download called the 5 Things Your Customer Strategy Must Have.

Gil Baumgarten is the Founder and President of Segment Wealth Management, a top-10 firm in Houston. He is a nine-time recipient of the Top 1,200 Financial Advisors distinction and has been ranked among the 35 best advisors in Texas. We spoke about Wall St – the good, the bad and the ugly and how to protect yourself from making costly mistakes.“People tend to do what fish do just before they get caught: they are chasing flashy things. And investors tend to chase flashy things and they get caught up in the same problems." Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself.Stocks for Beginners is for information and educational purposes only. It isn't financial advice, and you shouldn't buy or sell any investments based on what you've heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn't replace professional advice regarding your personal financial needs, circumstances or current situation. See acast.com/privacy for privacy and opt-out information.

In the past year, the stock market has made headlines with its unexpected ebbs and flows, signaling to people who otherwise had their money elsewhere to try their hand at investing, while setting off alarms of panic in others. With the feeling of so much riding on each decision you make with your money, ‘weathering the storm' that is the stock market certainly tests the resilience of the investor and their funds. Natural responses of fight or flight, risk versus reward and confirmation biases all play a part in how far an investment can go, as well as just simply knowing the rules around fees and taxes on investments. This ‘behavioral finance' is what Gil Baumgarten explores in his new book, Foolish: How Investors Get Worked Up and Worked Over by the System.Beginning his career at the venerable EF Hutton in the early 1980s, Gil became a top portfolio manager for UBS and Citigroup Smith Barney, becoming one of only a handful of professional money managers with a 15-year all-ETF portfolio track record.  After decades of working with brokerage firms and feeling more like a number with dollar signs and less like a true advocate for his clients, he transitioned to working independently, starting his firm Segment Wealth Management in 2010 as a Fiduciary Financial Advisor. Learn more about Peer Groups: https://www.strategicfinancialleadership.com/pricingGil's book: https://gilbaumgarten.com/book/

Gil Baumgarten is one of the nation’s top financial advisors, is the Founder and President of Segment Wealth Management, an RIA financial advisory firm. Since its inception in 2010, Segment Wealth Management has grown to a top-ten firm in Houston, as recognized by the Houston Business Journal, with over a billion dollars in client assets under advisement. Gil is also a nine-time recipient of the Top 1,200 Financial Advisors distinction and has been ranked among the thirty-five best advisors in Texas by Barron’s. Distinctions aside, Gil’s affinity for precision and detail reveals itself in his daily life as well. He is an avid outdoorsman, award-winning woodworker, and attentive family man, friend, and colleague. Gil shares his market insights and wisdom acquired over the course of an extremely successful career in the financial sector. 

Gil Baumgarten is one of the nation’s top financial advisors, is the Founder and President of Segment Wealth Management, an RIA financial advisory firm. Since its inception in 2010, Segment Wealth Management has grown to a top-ten firm in Houston, as recognized by the Houston Business Journal, with over a billion dollars in client assets under advisement. Gil is also a nine-time recipient of the Top 1,200 Financial Advisors distinction and has been ranked among the thirty-five best advisors in Texas by Barron’s. Distinctions aside, Gil’s affinity for precision and detail reveals itself in his daily life as well. He is an avid outdoorsman, award-winning woodworker, and attentive family man, friend, and colleague. Gil shares his market insights and wisdom acquired over the course of an extremely successful career in the financial sector. 

Hello, Gaithersburg, Maryland!Coming to you from Whidbey Island, Washington this is 60 Seconds, your daily dose of hope, imagination, wisdom, stories, practical tips, and general riffing on this and that.A month ago cancer visited the Island and took away one of my cats. The condolences I treasure most are those that arrived in hand-written sympathy notes.  You might be seeing this yourself: fewer e-mails and more hand-written notes. Studies show that the COVID era shifted how we communicate with each other. Strikingly, we’ve taken to hand-written notes for personal and business correspondence.An e-mail or text is okay so far as they go; but increasingly we’ve learned that nothing counts quite like a hand-written note for making a personal and memorable impression.  Segment Wealth Management president Gil Baumgarten shares tips for mastering the hand-written note - click here to learn moreThis is the place to thrive together. Come for the stories - stay for the magic.  Speaking of magic, I hope you’ll subscribe, follow, share a nice shout out on your social media or podcast channel of choice, and join us next time! You’re invited to stop by the website and subscribe to stay current with Diane, her journeys, her guests, as well as creativity, imagination, walking, stories, camaraderie, and so much more: Quarter Moon Story ArtsProduction Team: Quarter Moon Story ArtsMusic: Mer’s Waltz from Crossing the Waters by Steve Schuch & Night Heron MusicAll content and image © 2019 - Present: for credit & attribution Quarter Moon Story Arts