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Care For My Wealth Show with Capstone Wealth Management, a weekly show that airs Saturdays at 9am on The Big 1070 in Madison.
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Money Talk: The Annex Wealth Management Show - Milwaukee
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Money Talk: The Annex Wealth Management Show - Milwaukee
Annex Wealth Management
News, planning insight, and forward thought on the economy, markets, and wealth management.
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Money Talk: The Annex Wealth Management Show - Naples
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Money Talk: The Annex Wealth Management Show - Naples
Annex Wealth Management
The Annex Wealth Management Show - Naples, airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.
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Beer Markets: Presented by ACG Wealth Management
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Beer Markets: Presented by ACG Wealth Management
ACG Wealth Management
Join ACG Wealth Management CIO Bobby Moyer and CEO Sandy Wiggins as they enjoy local craft beers and discuss their thoughts on what is happening in the market & economy. ________________________________________________________________________________________________________________________________________________________________ Due to various factors, including changing market conditions and/or applicable laws, the content in this podcast may no longer be reflective of current opinions or p ...
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The Annex Wealth Management SWOT Podcast
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The Annex Wealth Management SWOT Podcast
Annex Wealth Management
Each week, members of the Annex Wealth Management Investment Team discuss the Strengths, Weaknesses, Opportunities, and Threats of the markets and economy. Go deep and listen to the team talk through what's helping guide their decisions.
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America's Wealth Management Show with Dean Barber
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America's Wealth Management Show with Dean Barber
America's Wealth Management Show with Dean Barber
Modern Wealth Management presents America's Wealth Management Show with Dean Barber and Bud Kasper. Dean and his guests, America's leaders in the financial industry, have made it their missions to show everyone how to grow, keep, and leave their money. Since 2003, Dean Barber and Bud Kasper have co-hosted America’s Wealth Management Show. Their radio show has informed and educated retirees and those nearing retirement on what life is like after your working career ends. Investment advisory s ...
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Your Life Simplified: A Financial & Wealth Management Podcast
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Your Life Simplified: A Financial & Wealth Management Podcast
Mariner Wealth Advisors
Your financial life doesn’t need to be complicated. It’s our goal to help you take the complex and make it simple. From retirement planning to investment strategies and more, hosts Mike MacKelvie, Valerie Escobar and Katie Dunn Fitzgerald share need-to-know insights on finances and wealth that can help make Your Life Simplified.
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The Dentist Money™ Show | Financial Planning & Wealth Management
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The Dentist Money™ Show | Financial Planning & Wealth Management
Dentist Advisors - Financial Planning and Investment Management
Join thousands of dentists who are learning how to make smart financial decisions. You’ll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.
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Complete Wealth Management With Dave Alison
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Complete Wealth Management With Dave Alison
Dave Alison, CFP®, EA, BPC
Learn the strategies and techniques used by high net worth individuals to grow and protect their wealth. In this podcast, Dave invites top professionals to talk about investing, financial planning, protection planning, tax management, and estate planning. In addition to the money talk, Dave and his guests will have some fun talking about lifestyle, travel, tech and unique experiences to make life better!
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香港資産運用アドバイザー、AMG日本デスクのポッドキャスト。普段のアドバイザー同士の会話をちょっとだけ公開。
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America's Wealth Management
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Welcome to the Minority Wealth Management podcast!
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Galvez Wealth Management LLC discuss real estate, finance, life lessons and every now and then some shenanigans.
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Kevin Bruce, CFA, CFP® looks at the world of personal finance, investing and retirement planning from a biblical perspective and provides education and opinion.
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Portland Private Wealth Management Blog
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Portland Private Wealth Management Blog
Portland Private Wealth Management Group
A discussion of market conditions and investment strategy.
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Welcome to Modern Wealth Management by Monon Wealth, where we tackle pertinent financial topics to help better position you and your business for success. Listen as Darrick Hutchens and Ray Kramer, Managing Partners of Monon Wealth Management, tap into four decades worth of experience in the financial sector and unpack their strategies for today's level of modern wealth management. So, sit back, relax, and enjoy enlightening conversations that highlight an array of financial questions and to ...
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WindRock Wealth Management is an independent investment management firm founded on the belief that investment success in today’s increasingly uncertain world requires a focus on the macroeconomic “big picture” combined with an entrepreneurial mindset to seize on unique investment opportunities. We serve as the trusted voice to a select group of high net worth individuals, family offices, foundations and retirement plans.
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The Dentist Money™ Show | Financial Planning & Wealth Management
Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Victoria talk about the effect of crude oil prices on inflation, detail the recent changes in 529 savings plans, and look into why younger adults are stressed financially. Need answers to your financial questions but not ready …
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Beer Markets: Presented by ACG Wealth Management
In this episode of Beer Markets, Bobby Moyer is joined by ACG Wealth Management President & CEO Sandy Wiggins to discuss the latest financial and economic news headlines, including the UAW strike and the possibility of an upcoming government shutdown. Please see ACG’s full disclosure at acgwealthmanagement.com/podcastdisclosure/…
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Do you have some retirement rules of thumb that you follow? Some of them might be helpful with getting you in the right mindset to save for retirement, but there are issues with every one of them. Why? Because your financial plan needs to be built based upon your unique situation.Become a Rothaholic: https://bit.ly/3PLXkWURetirement Plan Checklist:…
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Your Life Simplified: A Financial & Wealth Management Podcast
On this episode of Your Life Simplified, Michael MacKelvie, wealth advisor, is joined by special guest, Brett Kunshek, head of options and structured notes. They break down what structured notes and options are and dive into their complexities, different types of structured notes and which investors these may be right for. They’ll also cover why th…
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Defensive rotation is a strength while elevated mortgage rates pose a threat. There are opportunities in China and emerging markets but a floor under inflation remains a threat.Annex Wealth Management
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The UAW strike might be a doozy--we'll discuss the possible impact. Arm's IPO went pretty well, is it a signal for the rest of the tech sector? Fresh IPO numbers arrived and we'll dig in during our Week-in-Review. How about that Arm IPO? What's that mean for the tech sector? Our Retirement Plan Services weighs in on 401ks---traditional and Roth. We…
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The UAW walks, the Arm IPO jumps, and CPI ticks higher. Plenty to cover during the Week-in-Review. Our Retirement Plan Services weighs in on 401ks---traditional or Roth. We'll open the mailbag for Ask Annex and dig deeper into QDRO's and the potential impact on one's investment and retirement planning.…
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Fox Sports 1070 (WTSO-AM)
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Complete Wealth Management With Dave Alison
In this episode of The Complete Wealth Management Podcast, join host Dave Alison, CFP, EA, alongside financial advisor and tax expert David Roth, CFP, EA, as they demystify the world of stock options. Delve into the intricate details of incentive stock options (ISOs), non-qualified stock options (NSOs), restricted stock units (RSUs), and performanc…
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The Dentist Money™ Show | Financial Planning & Wealth Management
You’re coming out of dental school and thinking of buying a practice? What factors should you consider before making such a big decision? And, Warren Buffet has much of his portfolio in T-bills. What does that mean for your investments? On this listener Q&R (Question and Response) episode of the Dentist Money™ Show, Ryan and Matt answer financial q…
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The question, “How Much Do I Need to Retire?” certainly makes for an attention-grabbing headline. And we get it. It’s a very frequently asked question and we’ve even published an article with that exact headline. But if you’re expecting to read that article and get a definitive answer to that question that includes a retirement savings by age break…
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The Dentist Money™ Show | Financial Planning & Wealth Management
Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Taylor dive into current labor market statistics and discuss the affect that low unemployment has on inflation and the economy; and they talk about retirement in America and some of the monetary and non-monetary issues affectin…
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Even if you aren’t close to retirement, financial planning in your 30s and 40s is critical. And if your 30s and 40s feel like they were another lifetime ago, that doesn’t mean that financial planning in your 30s and 40s doesn’t apply to you. What we’re going to cover in this article will still apply to your children and/or grandchildren. Two of our…
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The Dentist Money™ Show | Financial Planning & Wealth Management
Accumulating wealth throughout a career is a goal for most dentists. But the slow grind of dentistry can often make it seem like an overwhelming task. One dentist writes in to ask, “Is there another, quicker way to build wealth?” On this episode of the Dentist Money Show™, Ryan and Matt examine the reasons why a dentist’s optimal wealth-building op…
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Listen to our recap of August, complete with the stats and commentary you need to know. If you would like to view the video version please visit: https://blog.acgworldwide.com/investor-insights-2023-august-0 Please see ACG’s full disclosure at: www.acgwealthmanagement.com/podcastdisclosure/ACG Wealth Management
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Do you have a good understanding of compound interest? If you do, you’ll probably catch on quickly to the concept of how a Roth IRA grows. If you’re not familiar with compound interest or Roth IRAs, follow along as Dean Barber and Bud Kasper answer the question, “How does a Roth IRA grow?” We’ll do our best to explain in simple terms how the Roth I…
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Strength in high yield while Chinese governance is a weakness. Opportunities exist when real dates go down but fiscal policy and Chinese bans post threats.Annex Wealth Management
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Concerns over a possible November rate hike put a dent in markets this week. We'll have that and more during the week-in-review. HSA's are beloved, but why? We'll investigate. Last week's segment on Grandparents and Grandchildren was warmly received, so we're going deeper on how to help with college expenses. Robert Chastain covers 5 questions to a…
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Investors are concerned about the potential of more rate hikes from the Federal Reserve in November and it impacted the markets this week. We'll cover that and more during our Week-in-Review. Why are HSA's so beloved for those who can use them? We'll investigate. Last week's segment on Grandparents and Grandchildren was warmly received, so we're lo…
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Fox Sports 1070 (WTSO-AM)
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The Dentist Money™ Show | Financial Planning & Wealth Management
Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Victoria explain the reasons why the current monetary policies, which were put in place to slow inflation, seem to be working, and take a close look recent data that gives consumers clues on how to save money on airline flights…
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Your Life Simplified: A Financial & Wealth Management Podcast
With flexibility and connectivity in today’s world, many are excited by the idea of moving abroad and traveling; however, with that comes complications that you may not have considered. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, is joined by Raoul Rodriguez, senior wealth advisor. Here are 3 things you need to …
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A lot of avid football fans probably have heard Hank Williams Jr.’s song, Are You Ready for Some Football? that went to the tune of his hit, All My Rowdy Friends Are Coming Over Tonight. Several of our team members are ready for some football, especially in our Kansas City-and Detroit-area offices since the Chiefs and Lions are kicking off the NFL …
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The Dentist Money™ Show | Financial Planning & Wealth Management
If you took a scientific approach and invested logically, would you know what long-term returns you might expect? That’s exactly what academicians attempt to do. On this episode of the Dentist Money Show™, Ryan, Matt, and Rabih discuss the variables academicians evaluate to better understand stock valuations. It’s a technical look at the time-teste…
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Government spending on infrastructure set to ramp up but potential pain ahead for consumers. While markets look to be turning up and it's time to get selective, rising energy prices are inbound.Annex Wealth Management
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There are so many things that can be overlooked when someone takes a DIY approach to retirement planning. One of them is capital gains taxes. What are capital gains taxes and how do they work? We’re going to cover that and explain why it’s one of many reasons to work with a CFP® Professional that works alongside a CPA.Retirement Plan Checklist: htt…
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Let's hope September is a better month for investors than August. What's ahead and what should you be aware of? Other great topics include the value of an advisor, a free financial wellness webinar, 4 things you might miss when saving and investing, and how to plan for retirement as a childfree couple.…
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August wasn't kind to investors. What happened and what's on the horizon for September? We'll review the fresh jobs number and what that might mean for the Fed. How can Grandparents bless their Grandchildren? We'll go over a few ways. Annex is celebrating 401k Day with a free financial wellness webinar--join Tom Parks for information on how you can…
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Fox Sports 1070 (WTSO-AM)
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The Dentist Money™ Show | Financial Planning & Wealth Management
Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Taylor recap the recent FED meeting where economists reiterated their goal of getting inflation closer to 2%; they examine why weallthy Americans seem to be accumulating more cash; and they look at the sorry state of the averag…
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America's Wealth Management Show with Dean Barber
Retirement can be one of the most exciting times of your life if you plan for it. That “if you plan for it” part is critical. It can be hard for some people to believe that there’s more that they need to do to get ready for retirement than save, save, save. The goal isn’t just to get to retirement; it’s to get through retirement. We’re going to rev…
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The Dentist Money™ Show | Financial Planning & Wealth Management
Starting a practice from scratch is one of the most challenging decisions a dentist can make. This successful dentist and his wife talk about what held them back and the steps they took to finally make a single-owner practice happen. On a Dentist Money Show™ first, Matt welcomes two current Dentist Advisor’s clients as Dr. Michael and Stephanie Wal…
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America's Wealth Management Show with Dean Barber
You’ve probably heard of the term recession—especially over the past year or so—and at least have some understanding of what it means. But have you ever heard of the term “richcession?” If you haven’t, you’re far from being alone. It’s a newly coined term. We’re going to explain what is a richcession is, who it could affect, how it differs from a r…
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New home sales and consumer confidence are strong, but the cost of funding is a weakness. Look for opportunity at the intersection of value and quality but be mindful of the threat of the risk of a double-dip earnings recession.Annex Wealth Management
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All eyes and ears were on Jerome Powell in Jackson Hole. What did he say and what might be the impact? Learn more about planning for couples with age gaps, the scope of companies we work with for Retirement Plan Services---and the steps to selling a business.Annex Wealth Management
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Dave and Derek cover the week-in-review including the news from Jackson Hole. What's the best way to plan when a couple has a signficant age gap? We'll discuss. When it's time to sell a business, what are the steps to follow? We'll investigate.Annex Wealth Management
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Fox Sports 1070 (WTSO-AM)
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The Dentist Money™ Show | Financial Planning & Wealth Management
Welcome to Dentist Money Two Cents, a weekly look at the latest financial and economic news. On this show Matt, Rabih, and Jake explain why the housing market in the U.S. is difficult and home sales remain down; how Artificial Intelligence powered funds are performing against the S&P; and why pessimists stay pessimistic. Need answers to your financ…
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America's Wealth Management Show with Dean Barber
Have you ever heard of the term rightsizing? If not, that’s OK. We’ll explain. According to the American Seniors Housing Association, rightsizing is the process of “asking what’s really important, then aligning the way you live with those values, goals and needs.” We couldn’t agree more with the ASHA, as Modern Wealth’s Guided Retirement System was…
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We may not be at the end of the year yet, but now is the time to start end-of-year tax planning. Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, share ways to minimize the amount of taxes you’ll pay for 2023. They’ll cover tax planning strategies like capital gains, tax loss harvesting and Roth conversions to help lim…
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The Dentist Money™ Show | Financial Planning & Wealth Management
“The first rule of an investment is don't lose money. And the second rule of an investment is don't forget the first rule. And that's all the rules there are.” That might be Warren Buffett’s most famous quote and on this episode of the Dentist Money Show™, Ryan and Matt look at mistakes that can lead to serious loss. Learn why minimizing money miss…
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