Podcasts about senior wealth advisor

Paul Nolte, Senior Wealth Advisor & Market Strategist for Murphy & Sylvest, joins Bob Sirott to talk about the Fed’s next move after they look at the jobs data and how a rate cut could impact the jobs market. He also explains why September is usually not a great month for stocks.

Paul Nolte, Senior Wealth Advisor & Market Strategist for Murphy & Sylvest, joins Bob Sirott to share details about Nvidia earnings and why U.S. stocks are at their most expensive. He also talks about what the Supreme Court could do about tariffs and an update on the weekly jobless claims numbers.

Dillon Widdows (https://www.linkedin.com/in/dillon-widdows-75a30884/) is a Senior Wealth Advisor at Accelerated Wealth who steers $85 million in client assets with a fiduciary mindset shaped by Fisher Investments and hard-won lessons from the 2008 crash. He now helps “millionaire-next-door” retirees turn disciplined saving into durable income and true financial contentment.In this episode, Chris and Dillon discussCoaching retirees to stay calm during 15% market drawdownsCrafting income + growth portfolios for military and federal pensionsWhy true fiduciaries never “sell” and how referrals power organic growthUltra-marathon habits that translate to client discipline and successConnect with DillonWebsite: https://acceleratedwealth.com/LinkedIn: https://www.linkedin.com/in/dillon-widdows-75a30884/Instagram: https://www.instagram.com/dwiddows7/Follow Ultra High Net Worth Clients & Host Chris BrodheadWebsite: https://www.ultrahighnetworthclients.comSpotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDriTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400YouTube: https://www.youtube.com/@uhnwcInstagram: https://www.instagram.com/ultrahighnetworthclientsTikTok: https://www.tiktok.com/@ultrahighnetworthclientsFacebook: https://www.facebook.com/UHNWCPodcastTwitter: https://twitter.com/uhnwcpodcastDisclaimerThe views and opinions expressed on the “Ultra High Net Worth Clients” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent. The content provided is for informational purposes only and should not be construed as financial, legal, or tax advice. Listeners should consult with their own professional advisors before making any financial decisions. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. The podcast, its producers, and affiliated parties make no representations or warranties as to the accuracy or completeness of any information presented.

Mike Vinokur, Portfolio Manager & Senior Wealth Advisor at Propellus Wealth Partners, iA Private Wealth, shares his outlook on North American Large Caps.

Paul Nolte, Senior Wealth Advisor & Market Strategist for Murphy & Sylvest, joins Bob Sirott to talk about how the markets reacting to President Trump’s announcement of firing Fed Governor Lisa Cook and what Fed Chair Powell spoke about during his Jackson Hole speech. He also explained how the markets reacted to the mention of […]

Paul Nolte, Senior Wealth Advisor & Market Strategist for Murphy & Sylvest, joins Bob Sirott to explain what retail sales tell us about consumers and why investors are waiting for Fed Chairman Powell’s speech on Friday. He also talks about whether or not tariffs could be a one-time impact on the market or if it […]

ACP members come from a wide range of backgrounds. One of the benefits all members receive from ACP is a system and set of processes that enables ACP advisors to deliver a superior financial planning experience to clients. But where does that system come from? And what's the process for keeping the ACP system not just up to date, but on the cutting edge? Our guest, Fran Goldman, CFP®, MBA, Senior Wealth Advisor with Mercer Advisors, has played an instrumental role in shaping and advancing the toolkit and practices that empower ACP advisors. Uncover the collaborative process behind keeping the ACP system both current and forward-thinking, with insights from a leader dedicated to elevating the profession. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Fran Goldman, please visit www.MercerAdvisors.com/Meet-Our-Team/Fran-Goldman

Paul Nolte, Senior Wealth Advisor & Market Strategist for Murphy & Sylvest, joins Bob Sirott to figure out where consumers are spending their money by looking at stocks and why the tech stocks fell back from last month. He also explains what’s happening in the AI sector and whether or not the jobs numbers will […]

Paul Nolte, Senior Wealth Advisor & Market Strategist for Murphy & Sylvest, joins Bob Sirott to share details about trade talks between China and the U.S., as well as a forecast of the jobs report and earnings season. He also talks about what the White House is saying about interest rates and the slowing of […]

Paul Nolte, Senior Wealth Advisor & Market Strategist for Murphy & Sylvest, joins Bob Sirott to talk about when we will start to see the impact of tariffs and how different companies are handling them. He also shares updates on grocery and food prices, as well as the easing of housing prices.

Segment 1: Paul Nolte, Senior Wealth Advisor and Market Strategist, Murphy & Sylvest, joins John to talk about the ongoing news surrounding tariffs. Then, Paul breaks down bank earnings and inflation data. Segment 2: Brad Folkens, Co-founder, iAsk.ai joins John to talk about what makes this software so useful for all A.I. curious users. Segment 3: Erin […]

Paul Nolte, Senior Wealth Advisor & Market Strategist for Murphy & Sylvest, joins Bob Sirott to explain the process of tariffs and their impacts on the markets. He also talks about the Federal Reserve’s current stance on interest rates, employment numbers, and why stocks are historically better in July.

Paul Nolte, Senior Wealth Advisor & Market Strategist for Murphy & Sylvest, joins Bob Sirott to talk about the latest on inflation, why we don’t know what some tariffs will look like, and the decrease in consumer spending. He also shares details about employment numbers and the latest on gas prices.

Paul Nolte, Senior Wealth Advisor & Market Strategist for Murphy & Sylvest, joins Jon Hansen (in for Bob Sirott) to talk about how markets are reacting to activity in Israel and Iran. He also discusses the updated jobs report and the benefits of buying bonds.

Paul Nolte, Senior Wealth Advisor & Market Strategist for Murphy & Sylvest, joins Bob Sirott to talk about the status of the jobs report and the increase in hospitality numbers. He also explains how you should be saving money in your 401(k) and whether or not oil prices impact how we feel about the state […]

Jim Carroll has lived in many places and done cool things. Jim reflects on his experiences at Harvard Business School, the challenges of starting in investment banking, and the lessons learned throughout his career. He emphasizes the importance of understanding volatility and resiliency.MORE ABOUT JIMJim Carroll is a Senior Wealth Advisor & Portfolio Manager at Ballast Rock Private Wealth, an SEC-registered investment advisor providing personalized private wealth management solutions, curated investment access, and unique expertise in alternative investments. Jim has specific experience in the development and implementation of systematic tactical ETF strategies across asset classes including volatility. Prior to joining Ballast Rock in 2023, Jim spent four years at Tidal Financial Group and founded wealth advisor LongRun Capital Management in 2003. His previous experience includes four years as Chief Financial Officer of a NASDAQ-listed company and sixteen years as an investment banker with Smith Barney, Kidder Peabody and Bear Stearns. He also served four years of active duty as an officer in the U.S. Army. Jim earned a BA in Psychology from Claremont McKenna College and an MBA from Harvard Business School.