Podcasts about senior wealth advisor

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 […]

Paul Nolte, Senior Wealth Advisor & Market Strategist for Murphy & Sylvest, joins Bob Sirott to talk about the increase of gold, equity, and international stocks, as well as how businesses are trying to get ahead of tariffs. He also gives an update on the unemployment rate and how the economy can keep these numbers […]

Segment 1: Paul Nolte, Senior Wealth Advisor and Market Strategist, Murphy & Sylvest, joins John to talk about the decent economic data released this week, how tariffs have been impacting the market, what we know about any trade deals, the likelihood of seeing a recession, how he’s seeing economic growth, what he’s telling his clients right […]

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.

Paul Nolte, Senior Wealth Advisor & Market Strategist for Murphy & Sylvest, joins Wendy Snyder, in for Bob Sirott, to discuss the shortage of products on the shelves and why certain items can be difficult to obtain. Paul and Wendy also talk about the impact of tariffs on goods and how people can save money […]

Paul Nolte, Senior Wealth Advisor & Market Strategist for Murphy & Sylvest, joins Bob Sirott to discuss last week’s retail sales numbers and the increase in consumer debt. He also talks about when we could see how tariffs impact consumers, the odds of a recession, and updated tech stock numbers.

Paul Nolte, Senior Wealth Advisor & Market Strategist for Murphy & Sylvest, joins Bob Sirott to talk about how the markets are reacting to tariff negotiations with China. He also shares details about why big tech companies are doing well compared to consumer companies and a look at the job market numbers.

Important Disclosure: This discussion is intended for general informational purposes only, and should not be construed as legal, tax, investment, financial, or other advice. It does not consider the specific investment objectives, tax and financial condition or needs of any specific person. The opinions expressed in this discussion are subject to change at any time without notice. Beacon Pointe provides links for your convenience to other providers' websites. Beacon Pointe is not responsible for errors or omissions in the material on third-party websites and does not necessarily approve or endorse the information provided. Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  Jenny McCosley (https://www.linkedin.com/in/jennifer-mccosley/) is a Senior Wealth Advisor based in Beacon Pointe's North Carolina office and is responsible for partnering with the Beacon Pointe investment, operations, and financial planning teams to provide customized solutions that help clients meet their financial goals. Jenny began her financial planning and investment management career in 2008 and has gained valuable experience working in community banking, private trust, and registered investment advisory firms. Jenny finds the people she works with as fascinating as finance, and she enjoys helping individuals and couples bring to life their retirement goals.In this episode, Chris and Jenny discussed:1. The Power of Curiosity in Client Conversations2. Working with Families Who Have Children with Special Needs3. The Role of Vulnerability in Trust-Building4. Helping Advisors Get Comfortable with “The Messy Middle”LinkedIn: https://www.linkedin.com/in/jennifer-mccosley/ Website: https://beaconpointe.com/contact-us/north-carolina-greensboro/jennifer-mccosley/Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram:  https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwcFacebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes:  https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.

Paul Nolte, Senior Wealth Advisor & Market Strategist for Murphy & Sylvest, joins Bob Sirott to talk about when the economic reports will reflect the updates with tariffs and how those tariffs are already impacting Christmas sales. He also shares the updates jobs and retail sales numbers.

Paul Nolte, Senior Wealth Advisor & Market Strategist for Murphy & Sylvest, joins Bob Sirott to talk about how markets are reacting to President Trump’s comments about Fed Chair Jerome Powell and how consumers were getting ahead of tariffs. He also explains how tariffs are impacting businesses and which stocks we are watching closely.

PODCAST: Joe Lum, Senior Wealth Advisor & Regional President for MAI Capital, joins this edition of Sports Business Radio. Joe discusses a “Playbook for Philanthropy: Smart Giving Strategies for Pro Athletes” during this in-depth conversation. LISTEN to Sports Business Radio on Apple podcasts or Spotify podcasts. Give Sports Business Radio a 5-star rating if you enjoy our podcast. Click on the plus sign on our Apple Podcasts page and follow the Sports Business Radio podcast. WATCH SBR interviews by going to www.sportsbusinessradio.com and clicking on the link to the Sports Business Radio YouTube channel. Subscribe to our YouTube channel. Follow Sports Business Radio on Twitter @SBRadio and on Instagram, Threads and Tik Tok @SportsBusinessRadio. This week's edition of Sports Business Radio is presented by @MAICapital – the exclusive financial partner of Sports Business Radio. @MAICapital is a registered investment adviser and wealth management firm unified in purpose to empower clients to simplify, protect, and grow the wealth they work so hard to build. Founded in 1973, the firm helps clients achieve their vision and goals through objective advice, tailored planning, comprehensive and integrated solutions, and highly personal service. For more information, visit www.mai.capital or MAI's company page on LinkedIn.   #Money #FinancialPlanning #Giving #Philanthropy #SportsBusiness  Learn more about your ad choices. Visit megaphone.fm/adchoices