PODCAST · business
Sage Planning Solutions
by Sage Planning Solutions
Welcome to Sage Planning Solutions your go-to podcast for demystifying the complex world of financial markets, investing, and risk management. Join us as we embark on a journey to unravel the mysteries of financial planning. In each episode, our hosts will walk you through the intricacies of investing and share practical tips on risk management. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC
Episodes
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Shredding Market Narratives with Math.
Episode Description: Shredding Market Narratives The headlines say one thing. The market does another. In this episode, we break down the disconnect between price action and media narratives — and why at Sage Planning Solutions, we trust math over stories. We challenge popular indicators like the...
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Market dynamics, real estate trends, and investment strategies with focus on global economic shifts and generational wealth transfer.
In this episode, with Senior Portfolio Manager David Cox from Raymond James Ltd., we have a discussion about international conferences, market dynamics, real estate trends, and investment strategies with a focus on global economic shifts and generational wealth transfer.
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S&P 500 or S&P 7? Rethinking Diversification
In this episode, I sit down once again with returning guest Portfolio Manager James Abate, one of our most requested voices on markets and macro trends. We dive straight into what’s shaping investor behavior heading into 2026 —starting with the MAG 7 and how its impact has turned the S&P 500 into...
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Noise & Knowledge: Bob Stein on Markets, Media & Global Issues
What do tariffs, market valuations, and the GDP tell us about how markets move? In this high-voltage episode, our guest Bob Stein breaks down policy moves, volatility trends, and the truth behind media noise. We unpack why traditional news is keeping you misinformed, how U.S. consumers drive the...
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Keeping a Clear Mind Part 2
This is Part Two of our conversation on market volatility from April 7th, 2025, and the emotional toll it can take on even the most seasoned investors. What a difference a month makes. In this episode, we revisit the questions we’ve been getting all week, dig deeper into the behavioral traps...
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Keeping a clear mind in the middle of chaos.
We recorded this on 04/07/2025 @9 PM PST. In this episode, we address the current volatility shaking the stock market—driven in part by ongoing tariffs and global economic uncertainty. Emotions are running high, and we’re hearing & reading investors make hysterical permanent decisions based on...
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Bob Stein - 2025 Outlook: Elections, Economy, and Global Risks.
In this episode with Bob Stein, recorded in December 2024, we analyze the latest election results and their implications for policy shifts that could significantly impact economic growth and equity markets. We explore key legislative changes and their potential to shape the business landscape....
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Estate Essentials: Clearing the Confusion with Julie Ann Soward, ESQ. & LL.M – TAX
In this episode, we welcome special guest Julie Ann Soward, a seasoned estate law and tax expert. Together, we dive into the critical yet often misunderstood world of estate planning. From uncovering common pitfalls to debunking misconceptions about probate and estates, this conversation is…
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Market Moves: A conversation with Portfolio Manager David Cox
Podcast Description for Spotify: Join us for an insightful discussion with Portfolio Manager David Cox - CMT, CFA.“David Cox – CMT, CFA, Portfolio Manager at Financially INsync at Raymond James Ltd in Canada. David is also licensed in the U.S. by FINRA”. We explore the dynamic world of financial...
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Beyond Bull Markets and Recession Rumors: A Deep Dive into Today's Market Trends with Dr. Mike.
In this much-anticipated conversation with Dr. Mike, we talk about pressing market concerns impacting clients and investors alike. From the ongoing strength of the current bull market and potential recession worries to rising credit card debt and inflation trends, Dr. Mike shares his insights on...
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The Reverse Carry Trade with Michael Gayed.
In this episode, we have Michael Gayed creator of the Lead-Lag Report and Portfolio Manager. We discuss the reverse carry trade, and its implications on global equity markets, elections, interest rates, oil, the dollar, and the economic outlook.
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Navigating Market Challenges with James Abate: Election Impact, De-Dollarization, and the Mag 7 Stocks
in this episode, we interview James Abate, a portfoliomanager, about his background and career in finance. James discusses his experience in valuation services and corporate finance, as well as his transition to portfolio management. He also shares his insights on the currentmarket environment…
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An exciting conversation with Mr. Mark Zinder.
In this special episode, we are thrilled to welcome Mark Zinder, a dynamic speaker and consultant known for his electrifying, rapid-fire presentations. Mark's journey from managing comedy clubs and performing magic in New York to becoming a national spokesman for the Templeton Group, led by...
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Conversation with Deputy Chief Economist Bob Stein.
Welcome to "Sage Planning Solutions Podcast” Join us as we dive into the intricate world of economic policy and financial markets with our expert host, who brings a wealth of experience from seven years on Capitol Hill. Having worked for the Joint Economic Committee, Senate Banking Committee, and...
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Digital Estate Planning
Welcome to Sage Planning Solutions Podcast. Join our hosts and Alessandro Chesser, CEO of GetDynasty, as we explore a wide range of topics, including wills, trusts, probate, tax strategies, asset protection, and more. Tune in and take the first step towards peace of mind, knowing that your…
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Boomerang Kids
In this episode of Sage Planning Solutions, we discuss "Boomerang Kids". Young adults who leave home for college or work only to return home in the future.
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Unraveling the Mystery of 401Ks
In this episode, we delve into the world of 401Ks. Join us as we demystify the intricacies of retirement planning, exploring how 401Ks work, their benefits, potential pitfalls, and how to maximize their potential for a secure future. Whether you're a seasoned investor or just starting to think...
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The Investment Policy Statement (IPS).
In this episode, we delve into the often overlooked but crucial aspect of personal finance: the Investment Policy Statement (IPS). Dominick, Pat, and Brad guide listeners through the intricacies of creating an IPS and explore its numerous benefits. An Investment Policy Statement serves as a...
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Distribution Phase.
In this episode, we delve into the often overlooked but crucial stage of the financial planning lifecycle: distribution. As you transition from accumulation to distribution, it's imperative to have a solid strategy in place to ensure your financial well-being in retirement. Join us as we address...
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Preservation Phase
Welcome to the Sage Planning Solutions Podcast. In episode two of this three-part series, we delve into the intriguing world of preservation and its profound impact on various aspects of one's financial life.
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Accumulation Phase
The show starts at 1:25. In this episode, we delve into the Accumulation Phase of the Financial Planning lifecycle, a pivotal stage in your financial future. Join our team as they uncover strategies, tips, and insights to help you effectively address this critical period. From understanding risk...
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How did they get it so wrong? The bull market in 2023.
Speed to 1:47 to get into the episode. In this eye-opening episode, we delve deep into the shocking discrepancies between economic predictions and the reality of what unfolded in 2023. We dissect the baffling errors made by economists, fundamentalists, and market analysts who confidently…
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Keeping up with the Joneses
Speed up to 1:44 to bypass intro: Join us on “Keeping up with the Joneses” as we delve into the fascinating world of financial decision-making and the pressures of keeping up with the Joneses. We explore the timeless pursuit of wealth and status, the pitfalls that come with it, and the strategies...
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Fear Of Missing Out - FOMO
In today's episode, we’ll be exploring "The Fear Of Missing Out," a sentiment that often plagues investors and individuals alike. Join us as we delve into the emotions investors often grapple with when facing FOMO, its potential influence on decision-making, and the effective strategies to…
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Meet the Sage Planning Solutions Founders.
Welcome to the Sage Planning Solutions Podcast Prelude. In this introductory episode, we'll take you behind the scenes and introduce you to the founders who will be joining you on this journey through the world of Wealth Management. We will provide an overview of the industry and set the stage…
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ABOUT THIS SHOW
Welcome to Sage Planning Solutions your go-to podcast for demystifying the complex world of financial markets, investing, and risk management. Join us as we embark on a journey to unravel the mysteries of financial planning. In each episode, our hosts will walk you through the intricacies of investing and share practical tips on risk management. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC
HOSTED BY
Sage Planning Solutions
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Frequently Asked Questions
How many episodes does Sage Planning Solutions have?
Sage Planning Solutions currently has 25 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Sage Planning Solutions about?
Welcome to Sage Planning Solutions your go-to podcast for demystifying the complex world of financial markets, investing, and risk management. Join us as we embark on a journey to unravel the mysteries of financial planning. In each episode, our hosts will walk you through the intricacies of...
How often does Sage Planning Solutions release new episodes?
Sage Planning Solutions has 25 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Sage Planning Solutions?
You can listen to Sage Planning Solutions on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Sage Planning Solutions?
Sage Planning Solutions is created and hosted by Sage Planning Solutions.
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