POPULARITY
6 episodes with senior relationship manager
6 episodes with senior relationship manager
6 episodes with senior relationship manager
6 episodes with senior relationship manager
6 episodes with senior relationship manager
3 episodes with senior relationship manager
2 episodes with senior relationship manager
2 episodes with senior relationship manager
Diese Woche sprechen wir mit Guy Aufenacker und Stefan Kirsch, beide Senior Relationship Manager bei Bergos, über den Wandel im Private Banking, die Rolle des Vertrauens in Krisenzeiten und warum menschliche Beziehungen wichtiger sind denn je.DISCLAIMER Diese Publikation dient ausschliesslich Informations- und Marketingzwecken. Die bereitgestellten Informationen sind nicht rechtsverbindlich und stellen weder Finanzanalysen, noch ein Angebot für Investmenttransaktionen oder eine Anlageberatung dar und ersetzen keine rechtliche, steuerliche oder finanzielle Beratung. Bergos übernimmt keine Gewähr für die Aktualität, Richtigkeit oder Vollständigkeit der Informationen. Für den Eintritt der in der Publikation enthaltenen Prognosen oder sonstige Aussagen schliesst Bergos jegliche Haftung aus. Ohne schriftliche Zustimmung von Bergos dürfen die vorliegenden Information weder auszugsweise noch vollständig vervielfältigt werden.
Why are Americans drowning in debt? In today's episode, Jonathan McCarty and Matt Doyle uncover the real story behind 'Doing Debt the American Way.' Jonathan and Matt discuss the financial implications to Buy-now/Pay-later plans, how to save money at home, and the choices consumers are making to make ends meet. SEG-1: China's Long Game with Tariffs SEG-2: Debt American Style SEG-3: How to Save Money at Home SEG-4: First Time Investing for the Younger Crowd Hosted by RIA Advisors Senior Financial Advisor Jonathan Penn, CFP, Senior Relationship Manager, Matt Doyle, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=_8BLk9Ewn6k&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Articles mentioned in this report: "The Path Ahead: Soar, Stall, Or Plummet" https://realinvestmentadvice.com/resources/blog/the-path-ahead-soar-stall-or-plummet/ "Interest Rate Swaps: Plumbing Of The Financial System" https://realinvestmentadvice.com/resources/blog/interest-rate-swaps-plumbing-of-the-financial-system/ "A Rare Zweig Breadth Thrust Provides Optimism" https://realinvestmentadvice.com/resources/blog/a-rare-zweig-breadth-thrust-provides-optimism/ "Correction Continues – The Value Of Risk Management" https://realinvestmentadvice.com/resources/blog/correction-continues-remain-cautious/ "Spock And The Logic Based Approach To Volatility" https://realinvestmentadvice.com/resources/blog/spock-and-the-logic-based-approach-to-volatility/ ------- The latest installment of our new feature, Before the Bell, "Market Corrections are Investing Opportunity" is here: https://www.youtube.com/watch?v=4baHmCJqfYU&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "What Is Up with Yields?" https://www.youtube.com/watch?v=dXH5dCkquaI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1827s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- REGISTER FOR OUR NEXT CANDID COFFEE (5/3/25) HERE: https://realinvestmentadvice.com/resources/events/live-chat/ ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #AmericanDebt #DebtCrisis #FinancialHealth #ConsumerDebt #MoneyMatters #BondYields #InterestRates #YieldCurve #MarketTrends #InvestingInsights #MarketCorrection #InvestingOpportunity #Gold #Oil #Liquidity#StayTheCourse #InvestingAdvice #MarketVolatility #LongTermInvesting #FinancialPlanning #TakeProfits #RebalancePortfolio #ReduceRisk #MarketRally #MarketRisk #MarketNormalization #RiskOff #MarketLows #ReflexiveRally #DownsideRisk #MarketVolatility #MarketCorrection #RiskManagement #InvestingTips #StockMarketUpdate #InvestingAdvice #Money #Investing
Why are Americans drowning in debt? In today's episode, Jonathan McCarty and Matt Doyle uncover the real story behind 'Doing Debt the American Way.' Jonathan and Matt discuss the financial implications to Buy-now/Pay-later plans, how to save money at home, and the choices consumers are making to make ends meet. SEG-1: China's Long Game with Tariffs SEG-2: Debt American Style SEG-3: How to Save Money at Home SEG-4: First Time Investing for the Younger Crowd Hosted by RIA Advisors Senior Financial Advisor Jonathan Penn, CFP, Senior Relationship Manager, Matt Doyle, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=_8BLk9Ewn6k&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Articles mentioned in this report: "The Path Ahead: Soar, Stall, Or Plummet" https://realinvestmentadvice.com/resources/blog/the-path-ahead-soar-stall-or-plummet/ "Interest Rate Swaps: Plumbing Of The Financial System" https://realinvestmentadvice.com/resources/blog/interest-rate-swaps-plumbing-of-the-financial-system/ "A Rare Zweig Breadth Thrust Provides Optimism" https://realinvestmentadvice.com/resources/blog/a-rare-zweig-breadth-thrust-provides-optimism/ "Correction Continues – The Value Of Risk Management" https://realinvestmentadvice.com/resources/blog/correction-continues-remain-cautious/ "Spock And The Logic Based Approach To Volatility" https://realinvestmentadvice.com/resources/blog/spock-and-the-logic-based-approach-to-volatility/ ------- The latest installment of our new feature, Before the Bell, "Market Corrections are Investing Opportunity" is here: https://www.youtube.com/watch?v=4baHmCJqfYU&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "What Is Up with Yields?" https://www.youtube.com/watch?v=dXH5dCkquaI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1827s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- REGISTER FOR OUR NEXT CANDID COFFEE (5/3/25) HERE: https://realinvestmentadvice.com/resources/events/live-chat/ ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #AmericanDebt #DebtCrisis #FinancialHealth #ConsumerDebt #MoneyMatters #BondYields #InterestRates #YieldCurve #MarketTrends #InvestingInsights #MarketCorrection #InvestingOpportunity #Gold #Oil #Liquidity#StayTheCourse #InvestingAdvice #MarketVolatility #LongTermInvesting #FinancialPlanning #TakeProfits #RebalancePortfolio #ReduceRisk #MarketRally #MarketRisk #MarketNormalization #RiskOff #MarketLows #ReflexiveRally #DownsideRisk #MarketVolatility #MarketCorrection #RiskManagement #InvestingTips #StockMarketUpdate #InvestingAdvice #Money #Investing
Quarterly reporting season is upon us, with JP Morgan setting the tone for earnings, as the tariff tango with China continues; how are advisors handling the turmoil? Consumer front loading pulling forward future demand will lead to economic irregularities later. Richard and Matt discuss dealing effectively during corrections and taking advantage of tax efficiencies; creating a "loss bank;" paying taxes means you're making money. cutting through the headlines and the negative influence of social media; the evolution of work in America: Where did all the jobs go? Rich and Matt point out the value of having a financial plan in place during tumultuous times like these; dealing with the psychological shift that comes with retirement; the opportunity for Roth conversions; making"Tikie-Tokies." The Social Security tax torpedo and The Retirees First Act; Rich & Matt discuss taxing Socia lSecurity and the three forms of US taxation; Yellen vs Greenspan. SEG-1: JP Morgan Sets Tone for Earnings Season SEG-2: Managing Money Effectively During Corrections SEG-3: The Value of a Financial Plan in Times Like These SEG-4: The Social Security Tax Torpedo Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Relationship Manager, Matt Doyle, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's full show video here: https://www.youtube.com/watch?v=Cp4VjyYxIGg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "Trumps Economic Revolution: Unraveling A Blessing And A Curse" https://realinvestmentadvice.com/resources/blog/trumps-economic-revolution-unraveling-a-blessing-and-a-curse/ "Stupidity And The 5-Laws Not To Follow" https://realinvestmentadvice.com/resources/blog/stupidity-and-the-5-laws-not-to-follow/ "Corporate Yield Spreads Start To Widen" https://realinvestmentadvice.com/resources/blog/daily-market-commentary/ "The Market Crash – Hope In The Fear" https://realinvestmentadvice.com/resources/blog/the-market-crash-a-set-up-for-a-rally/ "The “Liberation Day” Tariffs Crash The Market" https://realinvestmentadvice.com/resources/blog/the-liberation-day-tariffs-crash-the-market/ ------- The latest installment of our new feature, Before the Bell, "Markets Reverse All Losses," is here: https://www.youtube.com/watch?v=JLHne8xJaHs&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Monster Rally or market Bottom?" https://www.youtube.com/watch?v=GpK9eML4BM4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #RothConversion #TaxStrategy #RetirementPlanning #TariffImpact #StockMarket2025 #MarketRally #InvestingInsights #BullOrBear #FinancialTalk #MarketLosses #MarketGains #LossReversal #CorrectiveCycle #BondYields #MarketInstability #BasisTrade #LiquidityCrisis #MarketVolatility #FinancialStress #MarketBottom #TariffWar #BondMarket #DownsideRisk #Tariffs #MarketLows #InvestingAdvice #Money #Investing
Quarterly reporting season is upon us, with JP Morgan setting the tone for earnings, as the tariff tango with China continues; how are advisors handling the turmoil? Consumer front loading pulling forward future demand will lead to economic irregularities later. Richard and Matt discuss dealing effectively during corrections and taking advantage of tax efficiencies; creating a "loss bank;" paying taxes means you're making money. cutting through the headlines and the negative influence of social media; the evolution of work in America: Where did all the jobs go? Rich and Matt point out the value of having a financial plan in place during tumultuous times like these; dealing with the psychological shift that comes with retirement; the opportunity for Roth conversions; making"Tikie-Tokies." The Social Security tax torpedo and The Retirees First Act; Rich & Matt discuss taxing Socia lSecurity and the three forms of US taxation; Yellen vs Greenspan. SEG-1: JP Morgan Sets Tone for Earnings Season SEG-2: Managing Money Effectively During Corrections SEG-3: The Value of a Financial Plan in Times Like These SEG-4: The Social Security Tax Torpedo Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Relationship Manager, Matt Doyle, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's full show video here: https://www.youtube.com/watch?v=Cp4VjyYxIGg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "Trumps Economic Revolution: Unraveling A Blessing And A Curse" https://realinvestmentadvice.com/resources/blog/trumps-economic-revolution-unraveling-a-blessing-and-a-curse/ "Stupidity And The 5-Laws Not To Follow" https://realinvestmentadvice.com/resources/blog/stupidity-and-the-5-laws-not-to-follow/ "Corporate Yield Spreads Start To Widen" https://realinvestmentadvice.com/resources/blog/daily-market-commentary/ "The Market Crash – Hope In The Fear" https://realinvestmentadvice.com/resources/blog/the-market-crash-a-set-up-for-a-rally/ "The “Liberation Day” Tariffs Crash The Market" https://realinvestmentadvice.com/resources/blog/the-liberation-day-tariffs-crash-the-market/ ------- The latest installment of our new feature, Before the Bell, "Markets Reverse All Losses," is here: https://www.youtube.com/watch?v=JLHne8xJaHs&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Monster Rally or market Bottom?" https://www.youtube.com/watch?v=GpK9eML4BM4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #RothConversion #TaxStrategy #RetirementPlanning #TariffImpact #StockMarket2025 #MarketRally #InvestingInsights #BullOrBear #FinancialTalk #MarketLosses #MarketGains #LossReversal #CorrectiveCycle #BondYields #MarketInstability #BasisTrade #LiquidityCrisis #MarketVolatility #FinancialStress #MarketBottom #TariffWar #BondMarket #DownsideRisk #Tariffs #MarketLows #InvestingAdvice #Money #Investing
Richard Rosso and Matthew Doyle discuss rising healthcare costs and their impact on retirement healthcare planning: What would happen if you were to outlive retirement savings...and how to successfully initiate financial planning for medical expenses so you can better manage healthcare inflation in your retirement years. There's also conversation about Tariff Terror and the markets' dislike for uncertainty; what would a Spam tariff look like? Bond pricing and the viability of tariffs if the economy continues to weaken; Seniors living along is on the rise: "Un-partnered." Is America going the way of Japan demographically? Richard's concept for a retirement "village:" Dead Ends. How technology helps Seniors age in place (FiveWishes.org) Richard & Matt discuss Gene Hackman's estate and financial/estate planning foibles of the rich & famous; estimating healthcare expenses in retirement (Richard's birthday is this weekend: What Medicare package will he choose?) The value of nutrition in retirement. SEG-1: Tariff Terror & Market Uncertainty SEG-2: Bond Pricing & Tariff Talk SEG-3a: Candid Coffee preview SEG-3b: Seniors Living Alone SEG-4a: Gene Hackman's Estate SEG-4b: Estimating Healthcare Costs in Retirement Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Relationship Manager, Matt Doyle, CFP Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 ------- Watch today's full show video here: https://www.youtube.com/watch?v=rEvPkwCQ3GY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=31s ------- Articles mentioned in this report: "Is The Correction Over?" https://realinvestmentadvice.com/resources/blog/is-the-correction-over/ ------- The latest installment of our new feature, Before the Bell, "Tariff Talk Tatters Traders," is here: https://www.youtube.com/watch?v=vNacMxVvnQA&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "When Economic Forecasts Diverge," https://www.youtube.com/watch?v=qizvC5xxIX0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1409s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #HealthcareCosts #RetirementPlanning #FinancialWellness #MedicalExpenses #MoneyMatters #EconomicForecasts #GDPNow #Nowcast #MarketOutlook2025 #RecessionOrRecovery #InvestingInUncertainty #TariffTalk #AutomobileTariffs #EconomicOutlook #MarketRisk #FinancialTalk #InvestingInsights #StockMarketRally #BullMarket #InvestingTips #MarketTrends #FinancePodcast #MarketRally #MarketSellOff #MarketCorrection #MarketBottom #MarketVolatility #StockMarketUpdate #MarketCorrection #StockMarketUpdate #MarketCorrection #Investing2025 #Tesla #Savanna Bananas #FinancialNews #EconomicOutlook #FinanceTalk #InvestingTrends #InvestingAdvice #Money #Investing
Richard Rosso and Matthew Doyle discuss rising healthcare costs and their impact on retirement healthcare planning: What would happen if you were to outlive retirement savings...and how to successfully initiate financial planning for medical expenses so you can better manage healthcare inflation in your retirement years. There's also conversation about Tariff Terror and the markets' dislike for uncertainty; what would a Spam tariff look like? Bond pricing and the viability of tariffs if the economy continues to weaken; Seniors living along is on the rise: "Un-partnered." Is America going the way of Japan demographically? Richard's concept for a retirement "village:" Dead Ends. How technology helps Seniors age in place (FiveWishes.org) Richard & Matt discuss Gene Hackman's estate and financial/estate planning foibles of the rich & famous; estimating healthcare expenses in retirement (Richard's birthday is this weekend: What Medicare package will he choose?) The value of nutrition in retirement. SEG-1: Tariff Terror & Market Uncertainty SEG-2: Bond Pricing & Tariff Talk SEG-3a: Candid Coffee preview SEG-3b: Seniors Living Alone SEG-4a: Gene Hackman's Estate SEG-4b: Estimating Healthcare Costs in Retirement Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Relationship Manager, Matt Doyle, CFP Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 ------- Watch today's full show video here: https://www.youtube.com/watch?v=rEvPkwCQ3GY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=31s ------- Articles mentioned in this report: "Is The Correction Over?" https://realinvestmentadvice.com/resources/blog/is-the-correction-over/ ------- The latest installment of our new feature, Before the Bell, "Tariff Talk Tatters Traders," is here: https://www.youtube.com/watch?v=vNacMxVvnQA&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "When Economic Forecasts Diverge," https://www.youtube.com/watch?v=qizvC5xxIX0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1409s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #HealthcareCosts #RetirementPlanning #FinancialWellness #MedicalExpenses #MoneyMatters #EconomicForecasts #GDPNow #Nowcast #MarketOutlook2025 #RecessionOrRecovery #InvestingInUncertainty #TariffTalk #AutomobileTariffs #EconomicOutlook #MarketRisk #FinancialTalk #InvestingInsights #StockMarketRally #BullMarket #InvestingTips #MarketTrends #FinancePodcast #MarketRally #MarketSellOff #MarketCorrection #MarketBottom #MarketVolatility #StockMarketUpdate #MarketCorrection #StockMarketUpdate #MarketCorrection #Investing2025 #Tesla #Savanna Bananas #FinancialNews #EconomicOutlook #FinanceTalk #InvestingTrends #InvestingAdvice #Money #Investing
Rich & Matt share thoughts about the late Gene Hackman, followed by market commentary and Bitcoin's behavior: It's NOT a diversifier, but quite speculative. Observations about market performance during the first year of a new presidency. Rich shares his childhood wardrobe prompts (Gene Hackman), and talks PCE preview and the price of eggs. A look at the Social Security Fairness Act provisions that appear to provide back pay to some retirees, effective immediately. Some are in for a windfall as a result of the elimination of the Windfall Elimination Provision in the Social Security Fairness act. Rich and Matt discuss Social Security Reform Updates, Windfall Elimination Provision is Explained, along with Government Pension Offset Changes, and how some retiree benefits could increase almost immediately. A few choice words about the SSA and IRS computer systems. Health is connected to wealth; the Taste of Texas acquires an amazing artifact; Lance publishes his tome on CAPE-5 Valuation. Richard addresses the creation of a personal rate of return you need to know; Bitcoin is not going to bail out your weakened portfolio. Be realistic in your forward-looking estimates. SEG-1a: Gene Hackman Obit SEG-1b: Why Bitcoin is Not a Diversifier SEG-2a: Wardrobe Cues from Gene Hackman SEG-2b: Core PCE Preview & Egg Inflation SEG-2c: Social Security Fairness Act Immediacy SEG-3: Health, Wealth, & CAPE-5 Valuation SEG-4: Creating a Personal Rate of Return Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w w Senior Relationship Manager, Matt Doyle, CFP Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 ------- Watch today's full show video here: https://www.youtube.com/watch?v=Eg6iAmcB7hE&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3026s ------- Articles mentioned in this report: "Consumers Are Losing Confidence" https://realinvestmentadvice.com/resources/blog/consumers-are-losing-confidence/ "Estimates By Analysts Have Gone Parabolic" https://realinvestmentadvice.com/resources/blog/estimates-by-analysts-have-gone-parabolic/ "Margin Balances Suggest Risks Are Building" https://realinvestmentadvice.com/resources/blog/margin-balances-suggests-risks-are-building/ Adam Taggart & Lance Roberts: "Market Correction "Near Guaranteed" Given Insanely High Earnings Expectations: https://www.youtube.com/watch?v=BjVdeFPFXfs&list=PLVT8LcWPeAuh0I07NdQcssCvh6_yDa9bz&index=1&t=7s ------- The latest installment of our new feature, Before the Bell, "Nvidia Beats - What Now?," is here: https://www.youtube.com/watch?v=IcDdE867HOo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Nvidia Beats - What Now?" https://www.youtube.com/watch?v=yr9yuEqtyZE&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=4s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #SocialSecurityFairness #RetirementReform #SocialSecurity #FinancialJustice #WeDeserveBetter #MarketRally #BitCoin #ContrarianIndicator #BondMarket #EggPrices #FederalReserve #ReflexiveRally #FinancialNews #EconomicImpact #MarketVolatility #MarginBalances #FinancialRisks #InvestmentTalk #StockMarketTrends #InvestingTrends #InvestingAdvice #Money #Investing
Rich & Matt share thoughts about the late Gene Hackman, followed by market commentary and Bitcoin's behavior: It's NOT a diversifier, but quite speculative. Observations about market performance during the first year of a new presidency. Rich shares his childhood wardrobe prompts (Gene Hackman), and talks PCE preview and the price of eggs. A look at the Social Security Fairness Act provisions that appear to provide back pay to some retirees, effective immediately. Some are in for a windfall as a result of the elimination of the Windfall Elimination Provision in the Social Security Fairness act. Rich and Matt discuss Social Security Reform Updates, Windfall Elimination Provision is Explained, along with Government Pension Offset Changes, and how some retiree benefits could increase almost immediately. A few choice words about the SSA and IRS computer systems. Health is connected to wealth; the Taste of Texas acquires an amazing artifact; Lance publishes his tome on CAPE-5 Valuation. Richard addresses the creation of a personal rate of return you need to know; Bitcoin is not going to bail out your weakened portfolio. Be realistic in your forward-looking estimates. SEG-1a: Gene Hackman Obit SEG-1b: Why Bitcoin is Not a Diversifier SEG-2a: Wardrobe Cues from Gene Hackman SEG-2b: Core PCE Preview & Egg Inflation SEG-2c: Social Security Fairness Act Immediacy SEG-3: Health, Wealth, & CAPE-5 Valuation SEG-4: Creating a Personal Rate of Return Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w w Senior Relationship Manager, Matt Doyle, CFP Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 ------- Watch today's full show video here: https://www.youtube.com/watch?v=Eg6iAmcB7hE&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3026s ------- Articles mentioned in this report: "Consumers Are Losing Confidence" https://realinvestmentadvice.com/resources/blog/consumers-are-losing-confidence/ "Estimates By Analysts Have Gone Parabolic" https://realinvestmentadvice.com/resources/blog/estimates-by-analysts-have-gone-parabolic/ "Margin Balances Suggest Risks Are Building" https://realinvestmentadvice.com/resources/blog/margin-balances-suggests-risks-are-building/ Adam Taggart & Lance Roberts: "Market Correction "Near Guaranteed" Given Insanely High Earnings Expectations: https://www.youtube.com/watch?v=BjVdeFPFXfs&list=PLVT8LcWPeAuh0I07NdQcssCvh6_yDa9bz&index=1&t=7s ------- The latest installment of our new feature, Before the Bell, "Nvidia Beats - What Now?," is here: https://www.youtube.com/watch?v=IcDdE867HOo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Nvidia Beats - What Now?" https://www.youtube.com/watch?v=yr9yuEqtyZE&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=4s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #SocialSecurityFairness #RetirementReform #SocialSecurity #FinancialJustice #WeDeserveBetter #MarketRally #BitCoin #ContrarianIndicator #BondMarket #EggPrices #FederalReserve #ReflexiveRally #FinancialNews #EconomicImpact #MarketVolatility #MarginBalances #FinancialRisks #InvestmentTalk #StockMarketTrends #InvestingTrends #InvestingAdvice #Money #Investing
In this episode: Deducting uninsured losses for damage claims in federally declared disaster areas. Inherited IRA changes. New rates for 2025 including IRA distribution, fit taxes, and mileage Beneficial Ownership Reporting for FinCEN status may not be determined until March 2025. Anita Evans, Vice President of Business Banking and Senior Relationship Manager for M&T Bank, joins us on the podcast to kick of 2025. She discusses things you should consider when acquiring a loan, the importance of having an open and honest dialog with your lender and best practices for business owners. Anita can be reached at aevans1@mtb.com if you would like more information.
Markets are setting up for a Santa Claus Rally; inflation pressure remains. What will the Fed do next week, and what will Powell SAY? The impact of tariffs may not be too dire; optimism abounds on Wall Street. Danny & Matt discuss end of year RMD's and how to best handle non-spousal Inherited IRA distributions. Constant changes in IRS rules are difficult to follow; delaying distributions might not be a wise choice. The current tax code could sunset in 2026. Danny & Matt discuss one-time lump-sum gifts: No one wants to pay a death tax, but few are able to touch the $14-million ceiling on such The lack of basic financial education; the importance of having The Talk about money with family during the holidays. The pro's and con's of charitable giving to Donor-advised funds vs charitable foundations; A discussion of tax rates vs effective rates when deductions are applied; the SALT deductions: What happens to them? SEG-1: Market Commentary: Setting Up for Santa Claus Rally SEG-2: End of Year RMD's & Non-spousal IRA's SEG-3: One-time Lump-sum Gifts SEG-4: Donating to Charitable Funds vs Donor-advised Funds Hosted by RIA Advisors Senior Financial Advisor Danny Ratliff, CFP, w Senior Relationship Manager, Matt Doyle, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=N64pdQl_lJ4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Articles mentioned in this report: "CPI Was On The Screws: The Fed Has The Green Light" https://realinvestmentadvice.com/resources/blog/cpi-was-on-the-screws-the-fed-has-the-green-light/ "Portfolio Rebalancing And Valuations. Two Risks We Are Watching." https://realinvestmentadvice.com/resources/blog/portfolio-rebalancing-and-valuations-two-risks-we-are-watching/ "2025 – Do Economic Indicators Support Bullish Outlooks?" https://realinvestmentadvice.com/resources/blog/2025-do-economic-indicators-support-bullish-outlooks/ ------- The latest installment of our new feature, Before the Bell, "The Pressure is On the Markets," is here: https://www.youtube.com/watch?v=Yxcoj_-jaAY&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "CPI Gives the Fed a Green Light for Rate Cut" https://www.youtube.com/watch?v=vPkzTXYsmk0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2331s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Investment2025 #StockMarketOutlook #PortfolioStrategy #CapitalGains #WealthManagement #FederalReserve #RateCut #CPI #Inflation #EconomicPolicy #InterestRates #MutualFundDistributions #EarningsVsEconomy #MarketInsights #EconomicGrowth #InvestingWisely #MarketExpectations #PortfolioRealityCheck #InvestmentStrategy #FinancialPlanning #WealthManagement #MarketLeverage #SpeculationRisks #InvestmentTrends #FinancialWarnings #StockVolatility #StockMarketSpeculation #MarketVolatility #HighRiskInvesting #SpeculativeTrading #FinancialTrends2025 #TrumpAdministration #RegulatoryChanges #InvestingAdvice #Money #InvestingAdvice #Money #Investing
Markets are setting up for a Santa Claus Rally; inflation pressure remains. What will the Fed do next week, and what will Powell SAY? The impact of tariffs may not be too dire; optimism abounds on Wall Street. Danny & Matt discuss end of year RMD's and how to best handle non-spousal Inherited IRA distributions. Constant changes in IRS rules are difficult to follow; delaying distributions might not be a wise choice. The current tax code could sunset in 2026. Danny & Matt discuss one-time lump-sum gifts: No one wants to pay a death tax, but few are able to touch the $14-million ceiling on such The lack of basic financial education; the importance of having The Talk about money with family during the holidays. The pro's and con's of charitable giving to Donor-advised funds vs charitable foundations; A discussion of tax rates vs effective rates when deductions are applied; the SALT deductions: What happens to them? SEG-1: Market Commentary: Setting Up for Santa Claus Rally SEG-2: End of Year RMD's & Non-spousal IRA's SEG-3: One-time Lump-sum Gifts SEG-4: Donating to Charitable Funds vs Donor-advised Funds Hosted by RIA Advisors Senior Financial Advisor Danny Ratliff, CFP, w Senior Relationship Manager, Matt Doyle, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=N64pdQl_lJ4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Articles mentioned in this report: "CPI Was On The Screws: The Fed Has The Green Light" https://realinvestmentadvice.com/resources/blog/cpi-was-on-the-screws-the-fed-has-the-green-light/ "Portfolio Rebalancing And Valuations. Two Risks We Are Watching." https://realinvestmentadvice.com/resources/blog/portfolio-rebalancing-and-valuations-two-risks-we-are-watching/ "2025 – Do Economic Indicators Support Bullish Outlooks?" https://realinvestmentadvice.com/resources/blog/2025-do-economic-indicators-support-bullish-outlooks/ ------- The latest installment of our new feature, Before the Bell, "The Pressure is On the Markets," is here: https://www.youtube.com/watch?v=Yxcoj_-jaAY&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "CPI Gives the Fed a Green Light for Rate Cut" https://www.youtube.com/watch?v=vPkzTXYsmk0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2331s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Investment2025 #StockMarketOutlook #PortfolioStrategy #CapitalGains #WealthManagement #FederalReserve #RateCut #CPI #Inflation #EconomicPolicy #InterestRates #MutualFundDistributions #EarningsVsEconomy #MarketInsights #EconomicGrowth #InvestingWisely #MarketExpectations #PortfolioRealityCheck #InvestmentStrategy #FinancialPlanning #WealthManagement #MarketLeverage #SpeculationRisks #InvestmentTrends #FinancialWarnings #StockVolatility #StockMarketSpeculation #MarketVolatility #HighRiskInvesting #SpeculativeTrading #FinancialTrends2025 #TrumpAdministration #RegulatoryChanges #InvestingAdvice #Money #InvestingAdvice #Money #Investing
2024 isn't over yet. So here are 10 smart money moves to make right now. Saving money should be a year-round endeavor, but life gets in the way just like anything else. So with 2024 coming to a swift, thankful end, take advantage of the fourth quarter to accelerate your financial acumen, bolster your balance sheet and successfully springboard into the new year. Danny and Matt share year-end financial planning tips , smart money moves, and tax-saving strategies for the end of the year; plus investment adjustments for year-end, and a personal finance checklist for 2024. SEG-1: Investors Are Too Focused on Near-Term SEG-2: When Will Valuations Matter Again? SEG-3: Open Enrollment Strategies SEG-4: Year End To-do's Hosted by RIA Advisors Senior Financial Advisor Danny Ratliff, CFP, w Senior Relationship Manager, Matt Doyle, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=-GA2ZIzl8ws&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1900s ------- Articles mentioned in this report: "10 Smart Money Moves to Make Right Now" https://realinvestmentadvice.com/10-smart-money-moves-to-make-right-now/ ------- The latest installment of our new feature, Before the Bell, "Markets' Best Since 2018" is here: https://www.youtube.com/watch?v=DVTVr2sHG74&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1&t=1s ------- Our previous show is here: "Fact-checking Paul Tudor Jones & Stanley Druckenmiller" https://www.youtube.com/watch?v=esqhIBreVZ8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #YearEndPlanning #SmartMoneyMoves #TaxSavings #FinancialChecklist #PersonalFinanceTips #EarningsSeason #LoweredExpectations #PaulTudorJones #StanleyDruckenmiller #MarketOutlook #InvestmentPredictions #HedgeFundInsights #MarketsHedging #FundOutperformance #BondRatings #LehmanBrothers #GovernmentSpending #SpendingCuts #FederalBudget #SellSignals #MarketCorrection #MarketConsolidation #MarketIndicators #EconomicOutlook2024 #StockMarketForecast #FinancialTrends #FedPolicyUpdate #BullishRally #MarketCorrection #InvestorCaution #StockMarketTrends #MarketSustainability #2024Election #DonaldTrump #KamalaHarris #TreasuryBonds #StockMarketOutlook #MarketCorrection #InvestorSentiment #Recession #MarketRallyEnd #Q3Earnings #MarketOutlook2024 #StockMarketForecast #CorporateEarnings #AllTimeHighs #Gold #ConsumerSpending #MagnificentSeven #InvestmentStrategy #InvestingAdvice #Money #Investing
2024 isn't over yet. So here are 10 smart money moves to make right now. Saving money should be a year-round endeavor, but life gets in the way just like anything else. So with 2024 coming to a swift, thankful end, take advantage of the fourth quarter to accelerate your financial acumen, bolster your balance sheet and successfully springboard into the new year. Danny and Matt share year-end financial planning tips , smart money moves, and tax-saving strategies for the end of the year; plus investment adjustments for year-end, and a personal finance checklist for 2024. SEG-1: Investors Are Too Focused on Near-Term SEG-2: When Will Valuations Matter Again? SEG-3: Open Enrollment Strategies SEG-4: Year End To-do's Hosted by RIA Advisors Senior Financial Advisor Danny Ratliff, CFP, w Senior Relationship Manager, Matt Doyle, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=-GA2ZIzl8ws&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1900s ------- Articles mentioned in this report: "10 Smart Money Moves to Make Right Now" https://realinvestmentadvice.com/10-smart-money-moves-to-make-right-now/ ------- The latest installment of our new feature, Before the Bell, "Markets' Best Since 2018" is here: https://www.youtube.com/watch?v=DVTVr2sHG74&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1&t=1s ------- Our previous show is here: "Fact-checking Paul Tudor Jones & Stanley Druckenmiller" https://www.youtube.com/watch?v=esqhIBreVZ8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #YearEndPlanning #SmartMoneyMoves #TaxSavings #FinancialChecklist #PersonalFinanceTips #EarningsSeason #LoweredExpectations #PaulTudorJones #StanleyDruckenmiller #MarketOutlook #InvestmentPredictions #HedgeFundInsights #MarketsHedging #FundOutperformance #BondRatings #LehmanBrothers #GovernmentSpending #SpendingCuts #FederalBudget #SellSignals #MarketCorrection #MarketConsolidation #MarketIndicators #EconomicOutlook2024 #StockMarketForecast #FinancialTrends #FedPolicyUpdate #BullishRally #MarketCorrection #InvestorCaution #StockMarketTrends #MarketSustainability #2024Election #DonaldTrump #KamalaHarris #TreasuryBonds #StockMarketOutlook #MarketCorrection #InvestorSentiment #Recession #MarketRallyEnd #Q3Earnings #MarketOutlook2024 #StockMarketForecast #CorporateEarnings #AllTimeHighs #Gold #ConsumerSpending #MagnificentSeven #InvestmentStrategy #InvestingAdvice #Money #Investing
Anthony Ciavirella is the Co-founder of Manmade, a boxer briefs brand. He manages the brand's online community and works with content creators to deliver exceptional customer experiences. Before co-founding Manmade, Anthony worked in the finance industry as the Co-founder and Director of Business Development at RIISK, the Senior Relationship Manager at B2Billing Payments Inc., and a Financial Advisor at TD. In this episode… If you've plateaued at the $10 million mark, you may have become complacent in your growth. Yet you're limiting yourself by not striving for that next level. You must identify and align your “why” to achieve results for your business. What growth strategies can you harness to elevate your brand? Having built a brand by identifying a market need, two-time entrepreneur Anthony Ciavirella emphasizes remaining dedicated to your mission and consistent in your efforts to reach your goals. This requires aligning your team with your “why” and disciplining yourself to reach your maximum potential. Anthony also notes the role of Meta Ads in his growth, explaining that creating consistent content in-house allows you to communicate your brand's story and generate value for the customer. You must also measure campaign performance by identifying key costs and metrics like AOV, LTV, CPA, and COGS. In this week's episode of the Up Arrow Podcast, William Harris chats with Anthony Ciavirella, the Co-founder of Manmade, about building and scaling a purpose-driven brand. Anthony shares his company's early days and how he acquired his first customers, how to produce content in-house, and the innovative stunt that kick-started his brand's awareness.
This week marks the start of earnings season for Q; the 2024 Election and the next FOMC Meeting also add volatility to markets. Friday's Jobs report came in stronger than expected (leaving one to wonder what kind of revision to the numbers is to come). Within the report, 700k gubernment workers were added. The S&P on Friday rallied on the employment news, but that also pretty much killed any chance of a 50bps rate cut by the Fed. Markets are now in a consolidation period, setting up for a corrective cycle a head of the 2024 Election. Lance explains the bullish and bearish takes of technical analysis: Knowing when to put capital to work, and when to take it off the table. What will the market do next? Reviewing market psychology: What's moving prices? When moving averages converge and diverge; how we do technical analysis, and what we do with the data. When there's bearish undertones in a bullish market; what to do with cash. Looking for opportunity. Gardening as a metaphor for investing. SEG-1: Starting Earnings Season SEG-2:Technical Analysis: Bullish and Bearish Approaches SEG-3: What Will Markets Do Next: Reviewing Market Psychology SEG-4: How We Do Technical Analysis Hosted by RIA Advisors Senior Financial Advisor Jonathan Penn, CFP, w Senior Relationship Manager, Matt Doyle, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=khTKuRkNs48&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2078s ------- Articles mentioned in this report: "Technical Analysis – 3 Bullish And Bearish Takes" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Are Markets Preparing for a Pre-election Correction?" is here: https://www.youtube.com/watch?v=vagz34iRCnA&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "The Importance of Trusts in Financial Planning" https://www.youtube.com/watch?v=lbZKUPyG-K4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MillenlnialEarningsSeason #MarketBullishness #MarketBearishness #TechnicalAnalysis #MarketPsychology #FederalReserve #PortfolioRisk #MarketRally #MarketBreakout #FedRateCutImpact #FinancialWinners #InterestRateBenefits #InterestRates #FedRateCut #BondYields #AssetSelection #ETF #MarketRally #MarketBounce #MarketRisk #Overbought #MarketBullishness #InvestingAdvice #Money #Investing
This week marks the start of earnings season for Q; the 2024 Election and the next FOMC Meeting also add volatility to markets. Friday's Jobs report came in stronger than expected (leaving one to wonder what kind of revision to the numbers is to come). Within the report, 700k gubernment workers were added. The S&P on Friday rallied on the employment news, but that also pretty much killed any chance of a 50bps rate cut by the Fed. Markets are now in a consolidation period, setting up for a corrective cycle a head of the 2024 Election. Lance explains the bullish and bearish takes of technical analysis: Knowing when to put capital to work, and when to take it off the table. What will the market do next? Reviewing market psychology: What's moving prices? When moving averages converge and diverge; how we do technical analysis, and what we do with the data. When there's bearish undertones in a bullish market; what to do with cash. Looking for opportunity. Gardening as a metaphor for investing. SEG-1: Starting Earnings Season SEG-2:Technical Analysis: Bullish and Bearish Approaches SEG-3: What Will Markets Do Next: Reviewing Market Psychology SEG-4: How We Do Technical Analysis Hosted by RIA Advisors Senior Financial Advisor Jonathan Penn, CFP, w Senior Relationship Manager, Matt Doyle, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=khTKuRkNs48&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2078s ------- Articles mentioned in this report: "Technical Analysis – 3 Bullish And Bearish Takes" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Are Markets Preparing for a Pre-election Correction?" is here: https://www.youtube.com/watch?v=vagz34iRCnA&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "The Importance of Trusts in Financial Planning" https://www.youtube.com/watch?v=lbZKUPyG-K4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MillenlnialEarningsSeason #MarketBullishness #MarketBearishness #TechnicalAnalysis #MarketPsychology #FederalReserve #PortfolioRisk #MarketRally #MarketBreakout #FedRateCutImpact #FinancialWinners #InterestRateBenefits #InterestRates #FedRateCut #BondYields #AssetSelection #ETF #MarketRally #MarketBounce #MarketRisk #Overbought #MarketBullishness #InvestingAdvice #Money #Investing
Market preview & Fed possiblities as jobs numbers are releasaed today; anecdotal evidence that small businesses are making more credit inquiries to banks: A prelude to more growth? The Longshoreman's strike is suspended with a proposed 65% pay increase; raises the question of value in the cost of a college degree. The marriage of blue collar jobss to AI will present new opportunities with rewarding pay. Jon & Matt discuss aspects of financial planning, risk management, and portfolio strategy. Estate planning as a risk management tool; pecking orders & durable powers of attorney. Chips & Salsa w Guacamole in waiting rooms? Yes! How to create a turst: Living trust vs testamentary trusts. The importance of proper account styling. How Medical POA and HIPAA work together; the importance of pecking-order. The other side of risk management: Protections afforded by trusts; how often should an estate plan be reviewed? Estate planning for foreign travel. What to do/how to plan for market volatility; the risks in rental properties. SEG-1: Market Preview & Fed Possiblities SEG-2: Career Training & Financial Planning SEG-3: Chips & Salsa Waiting Rooms & A Matter of Trust SEG-4: The Other Side of Risk Management Hosted by RIA Advisors Senior Financial Advisor Jonathan Penn, CFP, w Senior Relationship Manager, Matt Doyle, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=lbZKUPyG-K4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "A Crystal Ball Isn't Enough: The Importance Of Context" https://realinvestmentadvice.com/a-crystal-ball-isnt-enough-the-importance-of-context/ "Tax Cuts – An Examination Of The 2017 TCJA Impact" https://realinvestmentadvice.com/tax-cuts-an-examination-of-the-2017-tcja-impact/ "The “Everything Market” Could Last A While Longer" https://realinvestmentadvice.com/the-everything-market-could-last-a-while-longer/ "Confidence Dichotomy – Consumers Vs. Investors" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Market Sell Signal Imminent" is here: https://www.youtube.com/watch?v=ndsfKpn4lJU&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "When a Crystakl Ball Clouds Investor Judgement" https://www.youtube.com/watch?v=Z0jagILd1Jc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #DockWorkersStrike #CollegeDegree #FinancialPlanning #EstatePlanning #Trusts #FederalReserve #PortfolioRisk #MarketRally #MarketBreakout #FedRateCutImpact #FinancialWinners #InterestRateBenefits #InterestRates #FedRateCut #BondYields #AssetSelection #ETF #MarketRally #MarketBounce #MarketRisk #Overbought #MarketBullishness #InvestingAdvice #Money #Investing
Market preview & Fed possiblities as jobs numbers are releasaed today; anecdotal evidence that small businesses are making more credit inquiries to banks: A prelude to more growth? The Longshoreman's strike is suspended with a proposed 65% pay increase; raises the question of value in the cost of a college degree. The marriage of blue collar jobss to AI will present new opportunities with rewarding pay. Jon & Matt discuss aspects of financial planning, risk management, and portfolio strategy. Estate planning as a risk management tool; pecking orders & durable powers of attorney. Chips & Salsa w Guacamole in waiting rooms? Yes! How to create a turst: Living trust vs testamentary trusts. The importance of proper account styling. How Medical POA and HIPAA work together; the importance of pecking-order. The other side of risk management: Protections afforded by trusts; how often should an estate plan be reviewed? Estate planning for foreign travel. What to do/how to plan for market volatility; the risks in rental properties. SEG-1: Market Preview & Fed Possiblities SEG-2: Career Training & Financial Planning SEG-3: Chips & Salsa Waiting Rooms & A Matter of Trust SEG-4: The Other Side of Risk Management Hosted by RIA Advisors Senior Financial Advisor Jonathan Penn, CFP, w Senior Relationship Manager, Matt Doyle, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=lbZKUPyG-K4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "A Crystal Ball Isn't Enough: The Importance Of Context" https://realinvestmentadvice.com/a-crystal-ball-isnt-enough-the-importance-of-context/ "Tax Cuts – An Examination Of The 2017 TCJA Impact" https://realinvestmentadvice.com/tax-cuts-an-examination-of-the-2017-tcja-impact/ "The “Everything Market” Could Last A While Longer" https://realinvestmentadvice.com/the-everything-market-could-last-a-while-longer/ "Confidence Dichotomy – Consumers Vs. Investors" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Market Sell Signal Imminent" is here: https://www.youtube.com/watch?v=ndsfKpn4lJU&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "When a Crystakl Ball Clouds Investor Judgement" https://www.youtube.com/watch?v=Z0jagILd1Jc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #DockWorkersStrike #CollegeDegree #FinancialPlanning #EstatePlanning #Trusts #FederalReserve #PortfolioRisk #MarketRally #MarketBreakout #FedRateCutImpact #FinancialWinners #InterestRateBenefits #InterestRates #FedRateCut #BondYields #AssetSelection #ETF #MarketRally #MarketBounce #MarketRisk #Overbought #MarketBullishness #InvestingAdvice #Money #Investing
Welcome to The Cash Rich Exit Podcast, I'm Colleen O'Connell-Campbell, your host and Wealth Advisor. On this podcast, we talk about the entrepreneurial journey, from the inception of a business idea through to a wealth-focused exit. Today marks our third and final episode in a ‘book club' series focused on transformative investment philosophies, joined by Alicia Castellino, Senior Relationship Manager at Dimensional Fund Advisors. We read "Trillions" by Robin Wigglesworth, a book that chronicles the revolutionary rise of index funds and ETFs, instruments that have reshaped the investment landscape. This narrative is a tale of financial innovation and a testament to the power of disruption and simplicity - themes resonant with every entrepreneur. Key Insights from 'Trillions':
Hello, Self Made Nation, and welcome back to The Cash Rich Exit Podcast. I'm your host, Colleen O'Connell-Campbell, Wealth Advisor. As we celebrate our 300th episode today - a true milestone - I want to express my heartfelt gratitude to all of you for joining me on this journey. Your engagement and feedback have transformed this podcast into a beacon for entrepreneurs aiming for a prosperous and intentional business exit. A Cash Rich Exit! For this milestone episode we continue our focus on investment philosophy. I am joined by Alicia Castellino, Senior Relationship Manager of Dimensional Fund Advisors, as we read an investment classic, "A Random Walk Down Wall Street" by Burton Malkiel. This book it's a masterclass in understanding market behavior and harnessing it to support the wealth you've earned through your business.
Welcome to The Cash Rich Exit Podcast, where we talk about the full spectrum of the entrepreneurial journey with a keen eye on successful, planned exits. I'm your host, Colleen O'Connell-Campbell, here to guide you through building a thriving business designed for a prosperous future. In today's episode, I emphasize the importance of an investment philosophy as a cornerstone of financial success and stability. I'm joined by Alicia Castelino, Senior Relationship Manager of the Wealth Management Group at Dimensional Fund Advisors Canada. We're kicking off our book club trilogy by studying "The Intelligent Investor - The Definitive Book on Value Investing" by Benjamin Graham. Hit play now because here's a glimpse into what we cover:
Why are Markets and the real economy mal-aligned? A tale of two parties in how Americans are faring financially. Re-thinking frivolous spending: How we blew through our savings. If you're in the market, you're loving it: 31-days of all-time highs (so far) in 2024. Rich and Matt discuss decision-making when approaching retirement: The myths about taking Social Security early. Rich & Matt ponder who'll be the next James Bond; timing your retirement, and consideration of spousal benefits: Calculating the difference in delaying Social Security. The goal of Social Security: What if you live? Visualizing lifestyle, money scripting, and longevity. What is the optimum time for financial planning? It's never too soon. 3:18 - A Tale of Two Parties - How Americans Are Fairing Financially 14:40 - How We Blew Our Saving- Re-thinking Frivolous Spending 30:26 - Timing Your Retirement 44:43 - The Goal of Social Security - What If You Live? Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Relationship Manager, Matt Doyle, CFP Produced by Brent Clanton, Executive Producer ------- Articles mentioned in this report: "Ten Steps, Ten Years to Retirement" https://realinvestmentadvice.com/ten-steps-ten-years-to-retirement/ "Why Economists And Citizens Have Different Inflation Realities" https://realinvestmentadvice.com/why-economists-and-citizens-have-different-inflation-realities/ "S&P 6300? Is That Outside The Realm Of Possibility?" https://realinvestmentadvice.com/sp-6500-is-that-outside-the-realm-of-possibility/ "Bad Breadth Keeps Getting Worse" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Why Is Wall Street Selling off Nvidia?" is here: https://www.youtube.com/watch?v=a_zv7LpVACk&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Market Downtrend: Understanding Snowball Effects & The Role of the Fed" https://www.youtube.com/watch?v=syNCKJpl16Y&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s -------- REGISTER for our next Candid Coffee (6/29/24): https://streamyard.com/watch/TX6irKYnjHnh ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #SocialSecurity #ClaimingDecision #YoungerSpouse #Retirement #FinancialPlanning #SignificantOther #EarlyBenefits #PayGap #RetirementIncome #SocialSecurityBenefits #FinancialStrategy #Study #DecisionMaking #Markets #Money #Investing
In this episode, Aranzazu Sardina, Senior Relationship Manager at Genesis Investment Management, speaks to Sheena Pentin, Founder and Director of Careers for Change, to discuss career management and soft skills. Sheena shares her career transition journey and the inspiration behind setting up an impact finance recruitment consultancy. She also highlights the key soft skills needed for a career in the impact finance sector and offers advice for candidates looking to make a career change.
La Reserva Federal celebra su reunión esta semana tras la que anunciará su decisión sobre política monetaria. El mercado espera que el organismo mantenga sin cambios el precios del dinero mientras espera alguna pista en el discurso de Jerome Powell sobre cuándo empezarán a bajar los tipos de interés. Además de la Fed, esta semana se reúne el Banco de Inglaterra y el Banco de Japón que empieza a debatir un posible endurecimiento de sus medidas monetarias y el fin de los tipos en negativo. En la tertulia de mercados de Capital Intereconomía Ricardo Comín, director comercial en Vontobel para Iberia; Jaime Gea, Senior Relationship Manager de Invesco; Gonzalo Rengifo, director general de Pictet AM en Iberia y Latam; y Juan Martín Valiente, socio de AMCHOR Inv Strategies analizan la posible hoja de ruta de los bancos centrales y otras referencias que van a center estos días la atención de los inversores como las subidas de la tecnología en Bolsa, las elecciones de noviembre en EEUU, la victoria de Putin en Rusia y datos como los PMIs compuestos a ambos lados del Atlántico que se van a conocer esta semana.
Segunda hora de Capital Intereconomía en la que miramos a la información económica y de los mercados. En la Tertulia de Mercados nos acompañan Ricardo Comín, Director Comercial en Vontobel Para Iberia; Jaime Gea, Senior Relationship Manager de INVESCO; Gonzalo Rengifo, director general de Pictet AM en Iberia y Latam; y Juan Martín Valiente, Socio de AMCHOR Inv Strategies. Y en la preapertura Alexis Ortega, asesor independiente, nos explica las principales referencias a tener en cuenta en la sesión de hoy.
Amanda Klucowicz serves as a Senior Relationship Manager at Export Development Canada. She is dedicated to helping Canadian businesses break into international markets. With EDC's tailored tools and solutions, navigating global waters becomes more manageable, ensuring not only profitability but also the long-term security of your company.In this episode, Amanda delves into crucial topics such as EDC's criteria for Canadian companies, the customized solutions they offer, and essential preparations for business owners venturing into international markets. Customized solutions are especially vital for businesses committed to social impact or seeking B Corp certification, as their challenges often differ significantly from traditional businesses.Join us on Her CEO Journey to explore EDC's strategies for global market entry.Here's what you'll discover:Discover how EDC tailors assistance specifically for your Canadian business.Prepare effectively for partnering with EDC to enter international markets.Explore which of EDC's solution buckets is the right fit for you.Episode Highlights[02:20]Amanda Klucowicz' Journey[05:21] What EDC Does for Canadian Businesses[09:10] The EDC Experience[12:59] EDC's Solutions[24:08] What a Business Should Know Before Approaching EDC[33:58] International Business: It's PossibleResourcesWork with Export Development CanadaConnect with Amanda Klucowicz: LinkedInConnect with Christina Sjahli: LinkedIn Find out about Profit Reimagined: LinkedIn | Website Enjoyed This Podcast?Each review you write helps us reach more women in business. Your insights are invaluable—share this with your friends and amplify the impact! Connect With the Profit ReimaginedReady to turn purpose into profit? Transform your financial strategy and embark on a journey toward a sustainable and thriving business. Schedule a chat with the team today!
Timestamps: 4:22 - Why do an IPO/direct listing? 9:15 - When should you pursue an IPO/direct listing? 15:39 - Where should you list your company? 20:37 - The Sparks IPO Academy 26:44 - Direct listing mistakes About Fabian Gerber & Jan Luescher: Jan Luescher is the CEO at ASMALLWORLD, an exclusive travel & lifestyle community. He previously worked as a Principal at Bain & Company and holds a MA in Strategy and International Management from HSG. Fabian Gerber is a Senior Relationship Manager at SIX Swiss Exchange, with a focus on IPOs. He holds a masters in Corporate Finance from HSLU and previously worked for Zürcher Kantonalbank and Credit Suisse. ASMALLWORLD did a direct listing on the Swiss Stock Exchange in 2018, registering shares at a price of CHF 9.75 per share. During his conversation with Silvan, Jan shared his insights on the process of going public, and Fabian added his perspective as someone with inside knowledge. So why do companies go public? They need more capital, and have perhaps grown past the company size that is easiest for VCs to invest in; They have stakeholders who want to sell their stakes in the company. Where should you list your company? Swiss listings are considerably cheaper than in the US, if for no other reason than because going public in the US also requires getting American legal and tax advisors, an American investment bank, etc… Swiss listings take 4 weeks to get approved, which helps you take advantage of your IPO window and derisk your project. In the US, however, you have to file with the SCC, handle the IRS, etc… What are the requirements for going public in Switzerland? At least CHF 2.5M in net equity; A free float of 20%, and it has to be at least CHF 25M in market cap. But wait! Not all that shimmers is gold. What are the disadvantages of going public? You have to report twice a year on the state of your company; You spend something like CHF 700K on the going public process itself; You spend around 200-300K per year just for being listed: legal expenses, paying banks… Of course, going public did indeed help ASMALLWORLD in acquiring more capital and gaining trust with potential partners, and the effort required to report publicly twice a year is something which Jan says helps you run your business better overall. Don't forget to give us a follow on Twitter, Instagram, Facebook and Linkedin, so you can always stay up to date with our latest initiatives. That way, there's no excuse for missing out on live shows, weekly giveaways or founders' dinners.
In this episode of The Savvy Dentist podcast, Dr. Jesse Green chats with Senior Relationship Manager at Medfin, Ian Walsh. Whether you are looking to buy a commercial property, or to buy a dental practice, or looking to buy second practice or refinance your current business, Ian talks through the general principles around Finance approvals. [4:39] - What have been the changes over the last few years that have reshaped the requirements in terms of lending and giving business finance? [10:19] What is the anti-money laundering legislation and the anti-terrorism legislation? [14:27] - How many years of tax returns and financial records must we keep on file? [18:59] How much collateral is enough to borrow? [21:42] - How to best manage your tax liabilities. [23:06] - What legal documentation do the banks require to satisfy their business borrowing criteria? [28:04] - How do the banks evaluate a Dental Practice Business?
In this podcast episode, Stefan and guest Yvette Krizmanic, Senior Relationship Manager at Australian Unity Trustees, discuss the role of an executor in a will, what you should consider when selecting executors, and the available options for will-makers. Stefan provides a comprehensive introduction to the topic, explaining that an executor is the person, people, or organisation appointed in a will as the legal representative of the estate after someone dies. Yvette goes on to detail the responsibilities of an executor, which can be quite extensive, such as arranging the funeral, securing estate assets, and eventually distributing assets in accordance with the will. The podcast is an informative guide for those looking to learn more about the executor role in estate planning.
Welcome back with the last episode of our book club trilogy on investment philosophy, here at the "I'm a Millionaire. So, Now What?" podcast. In this episode I am joined by Alicia Castelino, Senior Relationship Manager of the Wealth Management Group at Dimensional Fund Advisors Canada. We bring you insights from the book Trillions by Robin Wigglesworth This is the TRUE story of “how a band of wall street renegades invented the index fund and forever changed finance forever” While that may sound like movie script, this books is one of the 3 foundational investing books I recommend all members of the Self-made Nation read as you define and execute your investment philosophy. Key takeaways from this episode:
Hello! I'm Colleen O'Connell-Campbell, back with another exciting episode of "I'm a Millionaire. So, Now What?" In this episode you'll find the second installment
Welcome to another exciting episode of "I'm a Millionaire. So, Now What?" with me, your host, Colleen O'Connell-Campbell. Here, I'm in conversation with Alicia Castelino, Senior Relationship Manager of the Wealth Management Group at Dimensional Fund Advisors Canada.
We all know that the insurance industry is facing challenges in the current market environment, but what are the solutions, and what does the future look like? In this episode, Jeremy Houser speaks with Mitch Anderson, the VP/ Senior Relationship Manager at Athene USA. Mitch talks about Athene's growth within the annuities space and their … Continue reading Athene's Strategy for Innovation and Customer Satisfaction with Mitch Anderson, CLU®, RICP®, CSSCS® (Ep. 40) →
Dr. B is back, and today he welcomes Aaron Mendoza, a Call of Duty Gamer and doc's brother in the WWE fandom. Aaron is a Senior Relationship Manager at Bank of America and a volunteer for Kingsway Church. He will be sharing his experiences and learnings from his current role and his volunteer work, particularly on how it helps the community of small business owners, and how these help develop leadership skills. Find out more in this latest episode of The Dr. B Show. HIGHLIGHTSDR. B: VOLUNTEERING HELPS IN DEVELOPING LEADERSHIP SKILLS“Volunteering does help with networking but most importantly helps the cause but at the same time helps build your leadership quality and build the skills that normally you wouldn't build outside during your day to day.”AARON: FINANCIAL LITERACY TO EDUCATE BUSINESS OWNERS“I think financial literacy, that word gets thrown out maybe too loosely now, and I think specifically, what that means is it's educating business owners so that they can make sound financial decisions to increase their likelihood of getting borrowing or capital for their business.” You can learn more about Aaron in the link/s below.LinkedIn: https://www.linkedin.com/in/aaron-mendoza-07514278/Bank of America: https://www.bankofamerica.com/ If you're listening to the Dr. B Show Podcast, please subscribe, share, and we're listening for your feedback. You can also learn more about Dr. Jairo Borja at http://borjaconsultinggroup.com/.
In this episode of the RETHINK Retail Podcast, guest host and Top Retail Influencer Hitha Herzog sits down with Ryan Ahern, Head of Retail Solutions & Support at Ingenico & Dave Preston, Senior Relationship Manager at Discover. Ryan has been with Ingenico for eleven years where he is responsible for shaping the company's retail payment application strategy. Whereas Dave has been in the payments industry for 16 years and oversees all Discover Network Supermarket clients. Listen in as we dive into the digital trends transforming the grocery sector and consumers as a whole. This panel explores the challenges grocers face, like frictionless checkout experiences, and the new technology emerging in 2023 dedicated to solving these issues and driving seamless customer experiences. - - - - - - Host: Top Retail Influencer Hitha Herzog Produced by Brooke Frankum Edited by Lawrence Teves
Our guest today shares the dangers of not having an actual ongoing relationship with your banker, and how to find the right banker, build your relationships with them, and the options this gives you when you run into the inevitable emergencies and problems in running yoru business. Trey Weatherill is a VP & Senior Relationship Manager at American Business Bank (www.AmericanBB.bank), a Southern California bank for private, closely held, medium sized businesses with revenues typically between $10-$200M. Trey explains how to use your network, test out different potential bankers, and find the right banking relationship. He explains what to do if your business is on the smaller side and you're worried you may not be able to get a banker's attention, what to do when your banker leaves your bank, and the tradeoffs between working with one of the big banks versus a local or regional bank. Listen to the show on Apple podcasts (https://podcasts.apple.com/us/podcast/win-win-an-entrepreneurial-community/id1465488607), wherever you normally get your podcasts, or listen on the web at www.FractionalLeadership.io/Podcast.
What's up with intellectual curiosity? Is it the special sauce you've been missing in your career? Emily Meyer discusses how it is driven success in her career and how it can change yours. Emily Meyer a Vice President and Senior Relationship Manager on the Strategic Partnerships team at Northern Trust Asset Management. She is responsible for the firms' relationships with bank trust institutions across the US. Prior to her current role, Emily was a Relationship Manager on the National Accounts team at a tactical exchange-traded fund strategist firm. She is the current US co-President of Women in ETFs. Kristine Delano and Emily not only discuss how intellectual curiosity can drive your career but why you should look for it on the teams you join and the teams you build. Listen on your favorite podcast platform. We Talk Careers Podcast. Follow on Instagram kristine.delano.writer Visit www.womeninetfs.com to find additional support in the ETF industry. Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.
What does opportunity look like? How do you envision the path before you? Andrea Murray discusses why it is essential for companies to attract diversity from the top. Andrea Murray is Head of Business Development at Blackwater Search & Advisory based in London. Andrea relocated from Washington, D.C. in 2019 where she was the Senior Relationship Manager and ETF Specialist at ProShares. Her 20-year finance career began in Boston at Brown Brothers Harriman and was previously Co-Head of the Women in ETFs London Chapter. Kristine Delano and Andrea provide practical tips for both people in positions of influence and those simply looking to drive change. Shout out to Shundrawn Thomas, founder of the Copia Group, for his open letter. “Diversity has to start at the top”. Listen on your favorite podcast platform. We Talk Careers Podcast. Follow on Instagram kristine.delano.writer Visit www.womeninetfs.com to find additional support in the ETF industry. Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.
In this episode, we speak with Karli Vasquez-Mendez, Senior Relationship Manager, First Republic Bank. We talk about her different roles including sales assistant, Financial Advisor, Trader, and Banker. We dive into the politics of being a women in finance and the hurdles that they have to overcome. Karli goes into her history in the business and what the different roles she has been in have helped mold her experience. Hope you enjoy it!
Tonight we are joined by Ellie Watts who is a Senior Relationship Manager with Pride in Diversity. Don't know who Pride in Diversity are? Tune in to find out about... LEARN MORE The post Pride in Diversity! With Ellie Watts! appeared first on Triple Bi-Pass.
Following the Gong, a Podcast of the Schreyer Honors College at Penn State
Overview: Editor's Note: This was recorded in January 2022, which provides the context for Kyle's comments about “snowy Buffalo,” and the then current situation with Russia and Ukraine prior to late February 2022. This episode features a conversation with Kyle Morgan, Class of 2002, a Senior Vice President and Senior Relationship Manager for Key Private Bank in Buffalo, New York. Our conversation touches on a lot of topics, from starting at a commonwealth campus, the department of economics, aviation, and customer centric values in finance and banking, as well as life in mid-size cities. You can read Kyle's full bio and get a more detailed breakdown of the topics below. Guest Bio: Kyle Morgan '02 Liberal Arts is a Senior Vice President and Senior Relationship Manager for Key Private Bank in Buffalo, New York, where he leads their client development program and assist clients with investment management, trust and estate planning, and specialty banking solutions. Kyle's clients include high net-worth individuals, non-profits, and institutional investors. Kyle previously worked as a Regional Vice President for Federated-Hermes in Boston, Massachusetts from 2003-2017. Kyle earned his BA in Economics and BA in Political Science with honors in 2002. Episode Specifics: · Starting at a Commonwealth Campus and changing your major from what you intended to study coming in · Perspective on the honors program within the Department of Economics · Integrating personal interests with your academic discipline in the thesis process · Finding the right industry when another one is not in the cards · Thoughts on the future of work travel in a post-COVID world and dealing with uncertainty · Going from small towns to large cities & taking advantage of opportunities · Life in Buffalo, New York and other mid-size cities · The importance of people skills and the ones Scholars should develop to succeed in their careers · Recommendations for finding mentors at internships and early career roles · Insights on working with high-net worth clients and businesses as a private banker · Professional development, lifelong learning, and professional & community organizations · The joys of pursuing aviation as a hobby and skill · The importance of keeping people and communities centered in financial work----- Schreyer Honors College Links: • Website • Facebook • Twitter • Instagram • LinkedIn • Upcoming Events • Scholars – Need Assistance? Book an Appointment! • Alumni – Learn Why and How to Volunteer • Make a Gift to Benefit Schreyer Scholars • Join the Penn State Alumni Association ----- Credits & Notes: This content is available in text form here. This show is hosted, produced, and edited by Sean Goheen ‘11 Lib (Schreyer). The artwork was created by Tom Harrington, the College's Web Developer. The sound effect is “Chinese Gong,” accessed via SoundBible used under Creative Commons License. The theme music is “Conquest” by Geovane Bruno, accessed via Pixabay and used under Creative Commons License.
What life events have helped you build the strength you have today? Difficult moments are inevitable, and in our life we can either let them make us or break us. The only thing we can control when challenges arise, is how we respond. Using the challenges in your life as stepping stones for strength will turn you into the incredible amiga you are destined to become. In this episode, I am joined by the inspiring Janie Marquez. Janie is a Vice President and Senior Relationship Manager at 1st Century Bank in Small Business Banking & Commercial Lending, based in Downtown LA. She has over 19 years in the banking industry and her philosophy is to build long term relationships based on trust and a high-standard of service with uncompromising integrity.Tune in to Episode 82 of Amiga, Handle Your Shit, and learn about the hardships and turning points in Janie's life and how they have impacted who she has become today. Janie shares the defining moment of her childhood, her experience balancing going to college as a young mother, and how she has built an amazing career in banking. In This Episode, You Will Learn:About the event in Janie's childhood that changed her life forever (06:39)How becoming a mother as a teenager changed Janie's life (20:53)Janie's journey to her successful banking career (28:42)A turning point in Janie's banking career (44:09)Janie's tips for amigas to handle their shit (1:01:06)Resources Mentioned:Tickets - The Empowered Amiga Movement Connect with Janie LinkedInLet's Connect!FREE MASTERCLASSWebsiteFacebookInstagramLinkedInJackie Tapia Arbonne website See acast.com/privacy for privacy and opt-out information.
Speakers: Tracey Collins, CFP®, Senior Relationship Manager, Key Private Bank Elizabeth “Biz” Voudouris, President and CEO of Business Volunteers Unlimited 00:53 – An overview of the history and mission of Business Volunteers Unlimited 02:08 – The key differences between nonprofit boards and a for-profit company board 03:20 – An explanation of each of the seven basic areas of responsibility for nonprofit boards. 14:02 – Steps that listeners can take today to help communicate a clear understanding of board member responsibilities. Additional Resources: Business Volunteers Unlimited Non-Profit Services | Key Private Bank
Joining Dave at the mic this week is Chris Cameron, Senior Relationship Manager at ClickFunnels and affiliate program aficionado. Dave and Chris have a lot of experience in the affiliate world, and they're here to offer their tips and recommendations for how you can up your game as a ClickFunnels affiliate, as well as how you can greatly improve the affiliate program for your own business. Don't miss out on these awesome opportunities! Join the ClickFunnels affiliate community by visiting the ClickFunnels Avengers (Affiliates) Facebook group! Join our Messenger Tribe! https://m.me/clickfunnels?ref=cfpodcast-join-CF-tribe
Speakers: Tracey Collins, CFP®, Senior Relationship Manager, Key Private Bank Tammy Gedetsis, Information Security Senior Manager, KeyBank 01:03 – An overview of cybersecurity, and the top three common types of attacks targeting businesses. 08:30 – The risk of a fraudulent email, and how cybercriminals target your organization. 11:30 – The difference between passwords and passphrases and helpful password management tips. 16:02 – Steps organizations can take right now to improve data security. Additional Resources: Security & Privacy | Key Private Bank
Speakers:Tracey D. Collins, MBA, CFP®, CDFA®, Senior Relationship Manager, Senior Vice President, Key Private BankEmily E. Mogen, ACoM, CPM®, National Manager, Trust Real Estate, Key Private BankCynthia J. McDonald, CTFA, National Director of Philanthropic Advice, KeyBank Institutional Advisors 01:33 - Examples of real estate gifts and risks associated with them. 02:52 –Other questions that nonprofits should be asking before accepting real estate gifts. 3:11 – Gift acceptance policy considerations. 04:57 - What are the potential structures for completing a real estate gift? 06:44 –Could the proposed tax changes create more real estate gifting in the future? 07:27 - What is the pre-planning process before gifting real estate property? 08:59 – Key takeaways to help organizations better understand and prepare for real estate gifts.
Shannon Stone lives a passion filled life dedicated to helping others and thrives in the quiet understanding that the answer to every question is, “always love more”. Shannon is a native of Denver Colorado and has been in banking and finance for 18 years. She graduated from University of Denver with a Masters in International Busines and is currently serving as a Senior Relationship Manager in the Commercial Banking Division of AMG National Trust (AMG) which is a diversified financial services company headquartered in Denver Colorado that has been helping businesses, individuals and nonprofit companies identify and secure their financial freedom and success for more than 40 years. Shannon works directly with business owners, nonprofit leaders, and affluent individuals to better understand their path to financial freedom. She currently manages the depository and treasury management needs of large and small businesses, nonprofit organizations, foundations, and associations. She also works with affluent individuals to find unique financing solutions for their comprehensive wealth portfolios. Prior to joining AMG, Shannon had her Series 7 and 66 License and served as Senior Relationship Manager in the Executive Business Banking Group with Wells Fargo. Shannon currently serves as a Board Member for GlobalMindED, a Colorado nonprofit organization that is passionate about closing the inequity gap in education for underprivileged communities. She also serves on the GlobalMindED Foundation and Funders Equity Team and is a Co-Lead for the GlobalMindED Mentorship Program where she organizes a team of 24 mentors that offers guidance on key career stepping-stones to a group of diverse, first generation college students. Shannon is a mentor within the program as well. Shannon also works with students and professionals to understand the mental and emotional underpinnings of health and wellness, how to heal from trauma and better manage the stress, overwhelm and “busyness” of our lives through meditation and alternative healing methodologies. Shannon just launched a webinar called SOL (Seeds Of Light) as a gathering place of collective minds that is open to people who want to share a deeper understanding of the energy that makes up the mental, emotional, spiritual and physical landscape of our personal and professional lives. Learn more about Shannon: LinkedIn Contact Phil & Firestorm Phil's LinkedIn Firestorm Website Contact Ian & Mission Suite Ian's LinkedIn Mission Suite Website
Wilshire's Mark Perry and Milissa Hutchinson, Senior Relationship Manager at Macquarie Asset Management, join host Denise St. Ivany for a discussion about private-market investing, with a focus on debt markets, risk management, and a peek into the world of alternative yields
Scott Wells has an extensive banking career and is currently a VP – Senior Relationship Manager with Bank of America. In this episode, Scott shares lessons learned early in his career about building trust and how so many of our experiences and opinions are shaped through meaningful relationships. He lends some insight into the financial crisis of 2008 and how we can reimagine the banking world in a more human way.
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