Sage Planning Solutions

Episode Description: Shredding Market NarrativesThe 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 CAPE Ratio (popularized by Robert Shiller) and the Buffett Indicator (associated with Warren Buffett), explain what’s really driving returns (hint: earnings, not hype), and discuss diversification risks inside the S&P 500.Plus, we highlight healthcare and small caps as we head into 2026.Less narrative. More numbers.

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.

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 an undiversified index.

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 global engine, and where America stands with its allies.No fluff. Just real talk on what actually movesmarkets.If you're tired of clickbait headlines and want to understand the real mechanics of global economics, this one's a must-listen.

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 triggered by uncertainty, and discuss how to make decisions that serve your long-term strategy, not short-term fear.We also talk candidly about the importance of perspective: what’s noise, what matters, and how to distinguish the two in a landscape dominated by headlines and anxiety.As always, we’re here to be your sounding board. The best decisions come from calm, not chaos, and clarity is still within reach.Take a moment, tune in, and let’s keep moving forward—together.

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 temporary market corrections.We talk through what’s really happening, why staying grounded matters more than ever, and how emotional reactions can derail long-term goals.Most importantly, we want our clients to know: we're here. This is a time for clarity, not confusion—and we’re keeping the lines of Verbal communication open. If you’re feeling overwhelmed or unsure, you’re not alone. Let’s Talk through it.Tune in and let’s take a deep breath together—because sometimes the best strategy is to stay calm, stay informed, and stay connected.

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. Additionally, we unpack the top geopolitical risks dominating 2025, including tensions and alliances that could ripple through global markets. Finally, we address the United States' critical challenges this year, from economic headwinds to domestic and international uncertainties.

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 packed with valuable insights and practical advice. Whether you're just beginning to think about your estate or want to ensure your plans are rock-solid, this episode will help you navigate the process with confidence. Don't miss this essential guide to securing your legacy.

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 markets. In this episode, we delve into the intricate interrelationships between stock market sectors, uncover the strategies behind technical analysis, and tackle the pervasive fear of missing out (FOMO). We also dive into the role of currencies, Bitcoin, and other cryptocurrencies, examine the impact of breaking news, and analyze macroeconomic trends using technical analysis. Whether you're a seasoned trader or a curious beginner, this conversation offers valuable perspectives to help you navigate the ever-changing market landscape.

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 today's most significant economic topics.

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.

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 and his investment strategy. The conversation covers topics such as capital preservation, the performance of the Magnificent Seven stocks, the US presidential race, de-dollarization, and interest rates.

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 legendary money manager Sir John Templeton, is nothing short of inspiring. Join us as we discuss everything from Ben & Jerry's Ice Cream, Stock Market and the Economy.

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 as Chief Economist for the Senate Budget Committee, our host offers a unique perspective on tax and budget policy construction. After serving as Assistant Secretary for Economic Policy at the Treasury Department, they joined First Trust in 2016 as Deputy Chief Economist. Tune in for in-depth analyses, historical insights, and forecasts on where our economy is headed, with a touch of humor and a wealth of knowledge. Perfect for anyone looking to understand the economic forces shaping our world today.

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 future, and the future of those you care about, is headed in the right direction; subscribe now and join our community of listeners committed to smart, effective Financial Planning.

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.

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 about retirement, this episode offers valuable insights and practical tips to help you navigate the world of 401Ks with confidence. From understanding employer matches to decoding investment options, we cover it all to empower you to make informed decisions about your financial future.

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 blueprint for your investment journey, outlining your financial goals, risk tolerance, time horizon, and asset allocation strategy. By establishing clear guidelines and objectives, an IPS helps investors stay disciplined and focused amidst market volatility and emotional impulses.

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 the key considerations, challenges, and strategies for navigating this phase with confidence and securing the retirement you've always dreamed of.

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.

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 tolerance and asset allocation, we explore the key components essential during the Accumulation Phase.

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 predicted the trajectory of the economy and equity markets, only to see their forecasts fall flat. Securities and advisory services offered through Cadaret, Grant & Co., Inc., a registered broker-dealer and Registered Investment Adviser and Member FINRA/SIPC.

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 to navigate them wisely. Securities and advisory services offered through, Grant & Co., Inc., a Registered Broker-Dealer Registered Investment Adviser, and Member FINRA/SIPC. Sage Planning Solutions is a separate entity from Cadaret, Grant & Co., Inc

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 overcome it. Whether you're a seasoned investor or just starting your financial journey, this episode will provide valuable insights to help you make informed decisions and navigate the world of finance with confidence. Don't let FOMO dictate your financial choices – tune in now and take control of your investment decisions! Securities & Advisory Services offered through Cadaret, Grant & Co, Inc., member FINRA/SIPC.

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 for insightful discussions.