All Episodes
Investors' Insights and Market Updates — 323 episodes
How Will Stocks React?
The Importance of Saving Early
Is AI Replacing America’s Back Office?
Changing Seasons
The Aging of America’s Trades
Earning Respect
The Cost of Long-Term Care
Momentum is our Friend
Avoiding Mid-Career Stall
The 3-6-9 Savings Rule
Generations of Wisdom: Timeless Perspective with Ann Powell
The Great Reset
Rare Earth Metals, Brazil, and the US GDP
Volatility and Votes
The Sequence of Returns Risk
Feeling Richer?
Analyzing Individual Stocks
A Week Worth Watching
Reports Are In
Market Fireworks
The Global Impact of U.S. LNG Exports
Honeymoon with the Fed
Deal or No Deal?
The Fed’s Influence on the Markets
Wealth vs. Money
Behind the Headlines
Who is Carrying the Cost of Tariffs?
Markets and the Midterms
Earnings Bonanza
Understanding 530A Accounts
What’s China Got to Do with It?
Changes in E-Commerce: What Gives?
GDP and the Need for Enhanced Productivity
Fed Decisions, Escalation in War
Correlation and Causation
Oil Tells the Story
Crypto ETFs vs Owning Actual Crypto
What’s Changed?
Commercial Construction Slowdown
“The Truth is the First Casualty.”
Why Has Job Growth Slowed?
Tariffs, Taxes, and Earnings, Oh My!
Pros and Cons of a Roth 401(k)
Hold Your Horses
The Race Between Inflation and Productivity
Sports Spending and the GDP
Walking Tall at the Fed
The Use of AI on Wall Street
Market Expansion
The Rising Cost of Eldercare
The Impact of AI on Small Business
We’ll See…
Online Best Practices
Expect the Unexpected in 2026
Closing Out 2025
529 Plans – Overview and Important Changes
We’ve Never Seen…
Fed Up with the Fed and AI
Manufacturing and the US GDP
Holiday Market Wishlist
Thanksgiving Table Topics
Innovation Starts with a Bold Mindset: Insights with Jack Hernig
How High Can It Go?
Innovation Meets Automation: Insights with Elliott Davis
Shutdown Over: Now What?
How Smart Businesses are Using AI to Level Up: Insights with Magna5
Creative Destruction
How About Those Credit Cards?
The Art of Effortless Travel: Insights from Classic Travel by Pam
These Checklists Don’t Lie
Discovering How to Lead Yourself in Order to Lead Others: Insights with John Bentley
Profits and Tariffs: A Deeper Dive
Market Overvalued? Not so fast…
October Markets: Trick or Treat?
The Triple Tax Advantage of an HSA
Full House
Introducing our New Marketing Manager
966 Days
Hidden Tax of Market Volatility
Fed Meeting? Government Shutdown?
Rates are the Story
Fed Comments, Market Response
Out-Earning Inflation
Life Estates
Outperforming Expectations
Decisions and Deadlines
Charitable Giving Strategy
How Soon We Forget
How Women are Impacting Wealth Transfer
Charts You Need to See
Retirement Plan Options
Second Half and Earnings
How Large is the US Debt?
Not Just a Bill
Market Strength in July?
Taxes, Oil, and Technicals
Mid-Year Outlook
Facts Not Emotions
Behind The Curtain
Selling a Business: External Options
Better Than Expected
Selling a Business: Internal Options
Confidence Building?
Hot off the Press
Market Resistance
Understanding Bonds
It’s All Relative
Numbers Behind the Noise
Recession Checklist
Don’t Panic
Ownership, Buybacks, and Trade
Talking Tarrifs
Buried in the News
The Economic Impact of Energy Costs
Stay Focused
Building Your Child’s Credit History Early
Expectations
America’s Natural Gas Advantage
Government Shutdown?
Tax Time Insights
Celebrating 20 Years of Fi Plan Partners
Headwinds vs. Tailwinds
It’s a H.I.T.
Slippery Slope
AI Influence vs. Market Breadth
Topics for a Historical Day
The Risk of Relying on Average Returns to Make Financial Decisions
Rates, Rates, Rates
Headlines for 2025
Navigating Elder Care
Gifting a Financial Plan
Santa Claus Rally?
The Four Intangible Capitals
It’s Not a Guessing Game
Understanding Your Credit Score
December to Remember?
The Importance of Saving Early
Home for the Holidays
Year-End Deadlines
Rates, Housing, and Markets
Elections, Rates, and Stocks
The Decisions for the Week
What is a 1031 Exchange?
Eight Days Out
Client Correspondence and Account View 2.0
Pause or Refresh?
What The Market Is Telling Us
Innovation Mavericks: Andy J. McFetridge, Head of Strategic Relationships and Investment Specialists, John Hancock Investment Management
Jobs Earned, Jobs Saved
Volatility, China, and Jobs
Maximizing Value in a Buy-Sell Agreement
Fed Cut, Now What?
The Cost of Buying and Selling Real Estate
Fed on the Move
Earnings, The Fed, and Deficit
Explaining the Market’s Fear Gauge
Jobs Lost, Housing Found
Innovation Mavericks: Jeff Brabant, Vice President, Federal Government Relations- NFIB
Unnecessary Fear
Is This Normal?
Pullback or Bubble?
Target Date Funds
Changes Coming?
Estate Planning for Blended Families
No Politics, Market Insights
Business Owner Readiness
Bring on Earnings
Business Attractiveness
AI-EI-O
Fireworks in the Second Half?
Innovation Mavericks: Mitch York, Certified EOS Implementer®
Client Concerns
Ten, Ten, 2020
Better Richer Fuller: Owning a Business
Fed Up, Stock Supply Down
Understanding SBA Loans
Election and The Economy
Forming an Exit Strategy
It Matters
How Can a CEPA Help You?
Fed Dilemma
Topics That Business Owners Overlook
Market Returns and Fed Policy
Qualified Charitable Distributions
Dividends and Liquidity Matter
Taking the Good With the Bad
Corporate America’s Balance Sheet Versus The US Treasury
Masters and the Markets
Bull Market Top?
Important Tax Reminders
Debt and Earnings on the Rise
End of a Negative Era
Commercial Real Estate Vacancies
Higher Inflation vs. Higher Productivity
What is a Stock Split?
Valuations and Expectations
Consumers, Cars, and Gasoline
Inflation and P/E Ratio
Government Shenanigans
Nineteen Years of Celebration
Maximizing Employee Benefits
Facts Over Emotion
Exciting News and Introductions
Payouts and Rate Cuts
Weather, Containers, and Markets
Will The US Dollar Remain The Reserve Currency?
Conflicts Near and Far
Reserved Optimism
Beyond the Market Headlines
Economic Indicators
The Importance of an Umbrella Policy
Home Insurance
Rate Cut Grinch
Trends vs. Reality
Year-End Deadlines
Finish The Job
Deposits vs. Loans
Thankful Markets
The Impact of Interest Rates on Corporate America
Inflation High, Water Levels Low
Market Momentum?
On Fed and Recession Watch
Exit Strategies for Your Business
Watching Spikes Carefully
Earnings vs. Geopolitical Events
Secure Act 2.0: Provisions Effective in 2025 and Beyond
Global Tensions
Rise Together
Updates to Your LPL Statements
Cautiously Optimistic
Secure Act 2.0: Provisions Effective in 2024
Shutdowns and Stress
Secure Act 2.0: What’s New for 2023
Pullbacks
September Blues?
Debt, Drugs, and Driveways
Understanding the Four Types of Inflation
Stubborn Markets
Zombie Inflation
Inflation and the 1970s
Artificial Intelligence and the Global Economy
Don’t Hold Your Breadth
Money Market Stimulus
Recession Watch
Unique Market Connections
Annuity Basics
Rolling Recession and Rate Hikes
Major Decisions for Your Estate Plan
Stress Test
Exploring Stock Market Indexes
Russian Roulette
Will AI Replace Human Advisors?
Skip or Pause
How to Satisfy Your RMD
Fed Surprise?
Mortgage Rates
Headline Market Strength vs. Underlying Weakness
Secure Act 2.0: New Laws for 529 Plans
Blessings and Markets
What is GDP?
Winning with Interest Rates?
Reshoring of US Manufacturing Jobs
Where Are We Going?
The Federal Reserve and Interest Rates
It’s All In the Wording
New RMD Rules for 2023
Fund Flows
Inflation and Investment Returns
Seven Percent Gauge
What is Correlation?
Debt Up, Fuel Down
The Client Experience
The Misery Index and Markets
Understanding SIPC Asset Protection
Market Seasonality
Banking and the Economy
Is Volatility The New Norm?
Financial Planning Tips for Homeowners
Be Careful What You Wish For
Finding Tax Documents on Account View
Panic Not Required
Can the Market Hold the Line?
ETFs Vs. Mutual Funds
Inflation and Market Volatility
Behind the Screens
An 18th Anniversary Celebration
Romance with Inflation
The Pros and Cons of Preferred Stocks
Golden Cross
Fed Fury
Tax Loss Harvesting
Charts Don’t Lie
Unrealized vs Realized Gains and Losses
2023 and You
The Impact of Interest Rates on Housing Costs
The Fed Grinch
Innovation Mavericks: Rush Garner, Owner of Rush Wine Cellars
Inflation: Naughty or Nice?
Low on Energy, High on Jobs
Is Your Life Insurance the Best for You?
Markets, Elections and China
Carving Up Inflation
The Impact of the Elections?
2023 Tax Planning
Charting the Course
Higher Rates and Your Money
Trends
Social Security Cost of Living Adjustments
The McRib and Markets
Inherited IRA Rule Changes
Investors’ Wishlist
How the European Energy Crisis Affects the Global Economy
Good News, Bad News
Operations and Year-End Checklist
Cutting Supply
Returning Cash to Shareholders
Innovation Mavericks: Michelle and Hunter Norwood, A Little Something Extra Ice Cream
All About The Fed
Surprising September
Election Impact on Markets
Understanding Your Cash
Answering Client Questions
Innovation Mavericks: Brian Collins, Atomic Pictures