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All Episodes

The Independent Advisors — 301 episodes

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Title
1

The Independent Advisors Podcast Episode 349: What the Markets Signaling

2

The Independent Advisors Podcast Episode 348: Face The Facts

3

The Independent Advisors Podcast Episode 347: We Love A Motivated C Suite

4

The Independent Advisors Podcast Episode 346: Proving Points

5

The Independent Advisors Podcast Episode 345: Powder Keg

6

The Independent Advisors Podcast Episode 344: Compelling Markets

7

The Independent Advisors Podcast Episode 343: Volatility does not equal bad.

8

The Independent Advisors Podcast Episode 342: Humbling Markets

9

The Independent Advisors Podcast Episode 341: Misguided Markets

10

The Independent Advisors Podcast Episode 340: Measured Moves: Market Insights Amid Global Tensions

11

The Independent Advisors Podcast Episode 339: Mark's Solo-sode

12

The Independent Advisors Podcast Episode 338: It doesn't always make sense.

13

The Independent Advisors Podcast Episode 337: "This time really is different"

14

The Independent Advisors Podcast Episode 336: Luxury Travel Agent, Lauren Kroger

15

The Independent Advisors Podcast Episode 335: Bulls Are Sleeping Good At Night

16

The Independent Advisors Podcast Episode 334: Survey Says....

17

The Independent Advisors Podcast Episode 333: Jessup Wealth Management, 2026 Outlook

18

The Independent Advisors Podcast Episode 332: 2025, A Year of Surprises

19

The Independent Advisors Podcast Episode 331: “The best time to buy real estate is always five years ago.”

20

The Independent Advisors Podcast Episode 330: The High Cost of Sitting Out the Market

21

The Independent Advisors Podcast Episode 329: The Pivot That Could Ignite a Super-Cycle

22

The Independent Advisors Podcast Episode 328: Don't come crying to us if you're underallocated to equities...

23

The Independent Advisors Podcast Episode 327: Strong Earnings, Shaky Sentiment

24

The Independent Advisors Podcast Episode 326: The JWM Advantage

25

The Independent Advisors Podcast Episode 325: Booze in the Punch Bowl

26

The Independent Advisors Podcast Episode 324: "Wall Street's Playbook"

27

The Independent Advisors Podcast Episode 323: Buying when it's uncomfortable - Age of a bull market vs it's potential - Is gold dead money - Inflation trickle effect

28

The Independent Advisors Podcast Episode 322: The market can change on a dime-- that's part of the fun!

29

The Independent Advisors Podcast Episode 321: All systems go for the bulls

30

The Independent Advisors Podcast Episode 320: Dayton, OH. The Crossroads of America With Guest, Cory Earl!

31

The Independent Advisors Podcast Episode 319: Every Yes is a No to something else.

32

The Independent Advisors Podcast Episode 318: Yesterday’s wisdom, tomorrow’s wealth.

33

The Independent Advisors Podcast Episode 317: Room to Run

34

The Independent Advisors Podcast Episode 316: Seasonality in Vogue

35

The Independent Advisors Podcast Episode 315: Investment fads come and go...

36

The Independent Advisors Podcast Episode 314: 'Follow the trend - don't fall in love with the trend.'

37

The Independent Advisors Podcast: A friendly bet - Here's how it turned out!

38

The Independent Advisors Podcast Episode 313: "This rally is hated, and I love it!"

39

The Independent Advisors Podcast Episode 312: Gotcha Events

40

The Independent Advisors Podcast Episode 311: God Bless America

41

The Independent Advisors Podcast Episode 310: In Case You Didn't Know...

42

The Independent Advisors Podcast Episode 309: Value Trap... Some stocks are cheap for a reason.

43

The Independent Advisors Podcast Episode 308: Bullish all over the place.

44

The Independent Advisors Podcast Episode 307: Opposite Day

45

The Independent Advisors Podcast Episode 306: Portfolio Summits Panel Discussion Led by Mark McEvily

46

The Independent Advisors Podcast Episode 305: Bucking The Trend

47

The Independent Advisors Podcast Episode 304: May Had Bulls Smiling

48

The Independent Advisors Podcast Episode 303: Market Temperature

49

The Independent Advisors Podcast Episode 302: Do More with Less - The Plastics Industry

50

The Independent Advisors Podcast Episode 301: How is this "New" News

51

The Independent Advisors Podcast Episode 300: After Hours and Off Script

52

The Independent Advisors Podcast Episode 299: Seller's Strike

53

The Independent Advisors Podcast Episode 298: Wait and See Mentality

54

The Independent Advisors Podcast - 4.24.25 Rapid Fire Bonus Round

55

The Independent Advisors Podcast Episode 297: Policy Uncertainty and Peer Pressure

56

The Independent Advisors Podcast Episode 296: Evidence of Risk Appetite with JC Parets!

57

The Independent Advisors Podcast Episode 295: Sit On Your Hands If You Can

58

The Independent Advisors Podcast Episode 294:Hard Data Matters More

59

The Independent Advisors Podcast Episode 293: The Stock Market is the Scoreboard for Success

60

The Independent Advisors Podcast Episode 292: Overblown Sentiment

61

The Independent Advisors Podcast Episode 291: The Best Buys Hurt A Little

62

The Independent Advisors Podcast: BONUS Episode

63

The Independent Advisors Podcast Episode 290: We Love a Wall of Worry Feat. Special Guest, Matt Cerminaro!

64

The Independent Advisors Podcast Episode 289: Looking For Value

65

The Independent Advisors Podcast Episode 288: Quelling Fears

66

The Independent Advisors Podcast Episode 287: That's Not Bearish, Part: 1000

67

The Independent Advisors Podcast Episode 286: Buying the Dip

68

The Independent Advisors Podcast Episode 285: Herd Mentality Doesn't Work On Wall Street.

69

The Independent Advisors Podcast Episode 284: Special Guest, Alfonso De Pablos!

70

The Independent Advisors Podcast Episode 283: Beef, Banks and Bears

71

The Independent Advisors Podcast Episode 282: 2025, Where we stand and where we might be headed.

72

The Independent Advisors Podcast Episode 281: Nothing in life is guaranteed

73

The Independent Advisors Podcast Episode 280: Embrace Panic

74

The Independent Advisors Podcast Episode 279: The tail that wags the dog.

75

The Independent Advisors Podcast Episode 278: Sky-High Sentiment

76

The Independent Advisors Podcast Episode 277: Risk On, Game On! Stocks are strong awaiting the new administration.

77

The Independent Advisors Podcast Episode 276: Post Election Market Trends with Seth Golden

78

The Independent Advisors Podcast Episode 275: 2025 IRS Inflation Adjustments

79

The Independent Advisors Podcast Episode 274: U.S. Stocks and Economy Reigns

80

The Independent Advisors Podcast Episode 273: All Things Medicare & Updates Coming in 2025

81

The Independent Advisors Podcast Episode 272: The Internal Battle Is Your Portfolio's Greatest Enemy

82

The Independent Advisors Podcast Episode 271: There's No Playbook for Markets

83

The Independent Advisors Podcast Episode 270: The Monster Under the Bed Isn't Real.... with Ryan Detrick, CMT

84

The Independent Advisors Podcast Episode 269: Weakness as Expected for September

85

The Independent Advisors Podcast Episode 268: Be Mindful

86

The Independent Advisors Podcast Episode 267: Don't Be Surprised, But Don't Try To Time The Market Either.

87

The Independent Advisors Podcast Episode 266: The Goldilocks Outcome

88

The Independent Advisors Podcast Episode 265: Selling Your Winners Too Soon

89

The Independent Advisors Podcast Episode 264: The Elephant in the Room

90

The Independent Advisors Podcast Episode 263: The Psyche of the American Investor

91

The Independent Advisors Podcast Episode 262: Tug of War - Feat. Rotation

92

The Independent Advisors Podcast Episode 261: History is a Guide Not a Map

93

The Independent Advisors Podcast Episode 260: The Bold and The Oblivious

94

The Independent Advisors Podcast Episode 259: Narrow Leadership

95

The Independent Advisors Podcast Episode 258: Diamond Hands

96

The Independent Advisors Podcast Episode 257: The Market Has Bad "Breadth'

97

The Independent Advisors Podcast Episode 256: Portfolio Summits: A Panel of Experts

98

The Independent Advisors Podcast Episode 255: Optimism, Euphoria, and Potential of AI

99

The Independent Advisors Podcast Episode 254: Steady In Weathering Storms

100

The Independent Advisors Podcast Episode 253: Buying At All-Time Highs

101

The Independent Advisors Podcast Episode 252: Get Comfortable with Things Not Always Making Sense.

102

The Independent Advisors Podcast Episode 251: Sizing Up Opportunity and Risk

103

The Independent Advisors Podcast Episode 250: Finding The Story Behind The Numbers with Special Guest, Callie Cox!

104

The Independent Advisors Podcast Episode 249: Pain in the gains.

105

The Independent Advisors Podcast Episode 248: April Showers Bring...

106

The Independent Advisors Podcast Episode 247: Health and Happiness After Retirement

107

The Independent Advisors Podcast Episode 246: How To Anticipate A Correction: DON"T.

108

The Independent Advisors Podcast Episode 245: Mistake You Don't Have to Make

109

The Independent Advisors Podcast Episode 244: Spoiled By Silence

110

The Independent Advisors Podcast Episode 243: Got To Keep Up

111

The Independent Advisors Podcast Episode 242: Data Trumps Feelings

112

The Independent Advisors Podcast Episode 241: A Slow Clap For A Slow Pace

113

The Independent Advisors Podcast Episode 240: "The Inconvenient Truth"

114

The Independent Advisors Podcast Episode 239: Resist The Reaction

115

The Independent Advisors Podcast Episode 238: January 2024 vs 2024

116

The Independent Advisors Podcast Episode 237: Don't Be Afraid of Strength

117

The Independent Advisors Podcast Episode 236: The Stock Market is not, NOT, the Economy

118

The Independent Advisors Podcast Episode 235: Case. in. point.

119

The Independent Advisors Podcast Episode 234: “Desensitization of Volatility“ with Special Guest, Seth Golden!

120

The Independent Advisors Podcast Episode 233: The Market Owes You Nothing.

121

The Independent Advisors Podcast Episode 232: Bring on 2024!

122

The Independent Advisors Podcast Episode 231: Reinvesting has risk too

123

The Independent Advisors Episode 230

124

The Independent Advisors Episode 229: 2023 Proving Pessimistic Predictors Wrong

125

The Independent Advisors Episode 228: Benefits of Hindsight

126

The Independent Advisors Episode 227: The Crash Caller Won't Save you

127

The Independent Advisors Episode 226: That's Not Bearish

128

The Independent Advisors Episode 225: An Old Normal

129

The Independent Advisors Episode 224: Beauty is Pain

130

The Independent Advisors Episode 223: Tough Contender

131

The Independent Advisors Episode 222: Everything S&P

132

The Independent Advisors Episode 221: Where The Reversion Lies

133

The Independent Advisors Episode 220: Market Resilience in a Shutdown

134

The Independent Advisors Episode 219: Threats Breed Motivation and Strength

135

The Independent Advisors Episode 218: Old School

136

The Independent Advisors Episode 217: Market Ammunition

137

The Independent Advisors Episode 216: A Fat Pitch

138

The Independent Advisors Episode 215: Lifeblood of a Bull Market

139

The Independent Advisors Episode 214: Seasonality Playing Out Perfectly

140

The Independent Advisors Episode 213: Scaring Off The Bears

141

The Independent Advisors Episode 212: Take A Swing

142

The Independent Advisors Episode 211: Data Dependent

143

The Independent Advisors Episode 210: Tunnel Vision

144

The Independent Advisors Episode 209: The Silent Killer

145

The Independent Advisors Episode 208: Obvious In Hindsight

146

The Independent Advisors Episode 207: Every Market is Unique

147

The Independent Advisors Episode 206: The Big Picture

148

The Independent Advisors Episode 205: Funny How That Works Out

149

The Independent Advisors Episode 204: The Market Outlook No One Is Talking About - Featuring Ryan Detrick, CMT.

150

The Independent Advisors Episode 203: "Raise the Roof" or Something Like That

151

The Independent Advisors Episode 202: Stealthy Strong

152

The Independent Advisors Episode 201: From False Moves to Fast Moves

153

The Independent Advisors Episode 200: Playing Offense

154

The Independent Advisors Episode 199: All Things Medicare with Special Guest, Chad Hooper.

155

The Independent Advisors Episode 198: Leverage

156

The Independent Advisors Episode 197: Tug of War

157

The Independent Advisors Episode 196: Health is Wealth

158

The Independent Advisors Episode 195: The Bears Are Trapped

159

The Independent Advisors Episode 194: Risk and Volatility are 2 Different Things.

160

The Independent Advisors Episode 193: You can't always "Bank" on that.

161

The Independent Advisors Episode 192: Confidence and Stability

162

The Independent Advisors Episode 191: The Noise is Deafening

163

The Independent Advisors Episode 190: February Hangover

164

The Independent Advisors Episode 189: Into the Unknown

165

The Independent Advisors Episode 188: Back with a Vengeance

166

The Independent Advisors Episode 187: Very Welcomed

167

The Independent Advisors Episode 186: January Trifecta

168

The Independent Advisors Episode 185: Not all landings are soft.

169

The Independent Advisors Podcast Episode 184: The Secure Act 2.0

170

The Independent Advisors Episode 183: Patience and Perspective

171

The Independent Advisors Episode 182: Feels Like Coal...

172

The Independent Advisors Episode 181: Survival Breeds Longevity

173

The Independent Advisors Episode 180: Opinions Everywhere

174

The Independent Advisors Episode 179: Invest Like A Pigeon

175

The Independent Advisors Episode 178: The Stock Market Is Not The Economy

176

The Independent Advisors Episode 177: Spiking The Football

177

The Independent Advisors Episode 176: Trading Stories with Guest, AJ Conway!

178

The Independent Advisors Episode 175: Today is already priced in.

179

The Independent Advisors Episode 174: The spring is loaded.

180

The Independent Advisors Episode 173: Time is money.

181

The Independent Advisors Episode 172: Allow compounding to be the wind at your back.

182

The Independent Advisors Episode 171: Severe Market Dislocations

183

The Independent Advisors Episode 170: Optimism + Certainty = Rip to the Upside

184

The Independent Advisors Episode 169: Wild is an understatement.

185

The Independent Advisors Episode 168: Sick of Comparisons

186

The Independent Advisors Episode 167: It’s ok to be bearish but it’s not ok to stay bearish.

187

The Independent Advisors Episode 166: The Goal Post Keeps Moving

188

The Independent Advisors Episode 165: Is the Inflation Fever Finally Breaking?

189

The Independent Advisors Episode 164: Cut Spending, Not Contributions

190

The Independent Advisors Episode 163: Taunting the Bull

191

The Independent Advisors Episode 162: Downtrend in Inflation: Uptrend in Stocks

192

The Independent Advisors Episode 161: Is "recession" the right word?

193

The Independent Advisors Episode 160: 20 Questions with Mark McEvily

194

The Independent Advisors Episode 159: Sniffing Out Recovery

195

The Independent Advisors Episode 158: The Awkward Phase of the Market

196

The Independent Advisors Episode 157: Grin and "Bear" It

197

The Independent Advisors Episode 156: How to prepare for a child's or grandchild's college experience and expenses.

198

The Independent Advisors Episode 155: Bad News is Good News

199

The Independent Advisors Episode 154: Roll with the Punches

200

The Independent Advisors Episode 153: Leading Stories that Don't Make the Headlines.

201

The Independent Advisors Episode 152: The Health of the Economy vs. Inflation

202

The Independent Advisors Episode 151: Capture the Upside

203

The Independent Advisors Episode 150: In good times and bad, we are here, this is our purpose.

204

The Independent Advisors Episode 149: Beware of a Bear Market Rally

205

The Independent Advisors Episode 148: Anchor to your Long-Term Vision

206

The Independent Advisors Episode 147: Pockets of Weakness in Economic Recovery

207

The Independent Advisors Episode 146: Predictions aren't promises.

208

The Independent Advisors Episode 145: Rockets and Feathers

209

The Independent Advisors Episode 144: Backwardation

210

The Independent Advisors Episode 143: Bonds aren't bulletproof.

211

The Independent Advisors Episode 142: It's an art not a science.

212

The Independent Advisors Episode 141: "Not a lot of bulls out there right now"

213

The Independent Advisors Episode 140: Dethroning King Dollar

214

The Independent Advisors Episode 139: Earnings Drive Prices

215

The Independent Advisors Episode 138: What is priced in?

216

The Independent Advisors Episode 137: Progress isn't linear.

217

The Independent Advisors Episode 136: Normalization and Forward-Looking Performance

218

The Independent Advisors Episode 135: Historic Pessimism

219

The Independent Advisors Episode 134: The Sacrifice You Make as an Investor

220

The Independent Advisors Episode 133: Hot Takes and Spicy Mustard

221

The Independent Advisors Episode 132: Treasury or Treasure?

222

The Independent Advisors Episode 131: "As Goes January, So Goes the Year"

223

The Independent Advisors Episode 130: The Bulls Believe in Santa

224

The Independent Advisors Episode 129: Buying a House- Behind the Scenes

225

The Independent Advisors Episode 128: Loan Officer, Family Friend and Special Guest, Matt Edwards, joins us!

226

The Independent Advisors Episode 127: Fear Strikes

227

The Independent Advisors Episode 126: A Strong Dollar

228

The Independent Advisors Episode 125: Tensions on Pensions

229

The Independent Advisors Episode 124: Time IN the Market. Not TIMING the Market

230

The Independent Advisors Episode 123: A Revised Economic Package

231

The Independent Advisors Episode 122: Don't Fight the Market

232

The Independent Advisors Episode 121: What if things go right?

233

The Independent Advisors Episode 120: Investing is risky. NOT investing is riskier!

234

The Independent Advisors Episode 119: 2008 changed a generation of investors

235

The Independent Advisors Episode 118: What Great Rotation?

236

The Independent Advisors Episode 117: Today's number is tomorrow's story

237

The Independent Advisors Episode 115: The 60/40 Portfolio

238

The Independent Advisors Podcast Episode 114: Warning of the Week

239

The Independent Advisors Podcast Episode 113: The Real Risk of Investing

240

The Independent Advisors Podcast Episode 112: Taking about what's not talked about

241

The Independent Advisors Podcast Episode 111: Is the Roth IRA Going Away?

242

The Independent Advisors Podcast Episode 110: Guest, Brian Feroldi!

243

The Independent Advisors Podcast Episode 109: Get to know Matthew Jessup!

244

The Independent Advisors Podcast Episode 108: How to Prepare for a Lengthy Bull Market

245

The Independent Advisors Podcast Episode 107: Most Overlooked Tax Breaks for Retirees

246

The Independent Advisors Podcast Episode 106: It's normal to feel unprepared for retirement..

247

The Independent Advisors Podcast Episode 105: Guide To Income For Early Retirees

248

The Independent Advisors Podcast Episode 104: Confidence of the U.S. consumer

249

The Independent Advisors Podcast Episode 103: Embrace the peaks and troughs

250

The Independent Advisors Podcast Episode 102: Retiring at age 65 is not a luxury

251

The Independent Advisors Podcast Episode 101: Back to the Basics

252

The Independent Advisors Podcast Episode 100: Celebration and surprises!

253

The Independent Advisors Podcast Episode 99: The Most Important Rule in Investing

254

The Independent Advisors Podcast Episode 98: Peace of mind can outweigh the price tag

255

The Independent Advisors Podcast Episode 97: Inflation Estimates

256

The Independent Advisors Podcast Episode 96: Patience pays with investing

257

The Independent Advisors Podcast Episode 95: Featuring Special Guest, Peter Lazaroff!

258

The Independent Advisors Podcast Episode 94: Top 5 Wealth Killers

259

The Independent Advisors Podcast Episode 93: Leadership Change in the Market

260

The Independent Advisors Podcast Episode 92: New Infrastructure Spending Plan, Housing Market update & Investing in your 30's

261

The Independent Advisors Podcast Episode 91: It's all about perspective

262

The Independent Advisors Podcast Episode 90: Hedges Against Inflation

263

The Independent Advisors Podcast Episode 89: Spikes & Dives : Rates and Stocks

264

The Independent Advisors Podcast Episode 88: Retirement Accounts- What you need to know for 2021

265

The Independent Advisors Podcast Episode 87: Interview with, Guest Co-Host, J.C. Parets

266

The Independent Advisors Podcast Episode 86: Like it or not, we are in an uptrend!

267

The Independent Advisors Podcast Episode 85: Recovery, Strength & Mistakes

268

The Independent Advisors Podcast Episode 84: Patience is key

269

The Independent Advisors Podcast Episode 83: The Short Squeeze Saga

270

The Independent Advisors Podcast Episode 82: Are Markets in a Bubble?

271

The Independent Advisors Podcast Episode 81: A Bullish 2021, Looking for a Sell Off in Stocks, Media Noise and 20 Finance Tips

272

The Independent Advisors Podcast Episode 80: Featuring Special Guest, Callum Thomas, founder and managing shareholder of Topdown Charts.

273

The Independent Advisors Podcast Episode 79: Stocks Ended 2020 on a Positive Note, Real Estate's Role in Our Economy and Risk's to Your Financial Plans

274

The Independent Advisors Podcast Episode 78: COVID -19 Stimulus Bill 2.0 – Important Information!

275

The Independent Advisors Podcast Episode 77: Burrito Maker Outperforming COVID Vaccine Developer, The Emotional Side of Financial Decisions and Fear & Greed in the Media

276

The Independent Advisors Podcast Episode 76: Matt Pokes the Bear, All-Time Highs and Taking a Serious Look at Inflation

277

The Independent Advisors Podcast Episode 75: Featuring Special Guest Adam Collins from Movement Capital

278

The Independent Advisors Podcast Episode 74: A Typically Strong December, Perks of Being Bullish and 3 Stages of Growth for Investors.

279

The Independent Advisors Podcast Episode 73: Guest Co-Host, Aaron Cramer, on Largest Weekly Inflows, Corporate Insiders and Filing Taxes as a Married Couple

280

The Independent Advisors Podcast Episode 72: Special Guest, Jeff Hoagland, Discusses the State of our Economy, here in Dayton, OH.

281

The Independent Advisors Podcast Episode 71: Gridlock, US Crash Confidence, New Highs for US Markets, 2020 Retirement Statistics

282

The Independent Advisors Podcast Episode 70: Sell Off's, Economic Recovery and Beware of Bearish "Predictors"

283

The Independent Advisors Podcast Episode 69: Long Term Mindset, New American Entrepreneurship, Digital Currency and Lifestyle Creep

284

The Independent Advisors Podcast Episode 68: Strong Start for Q4, Predicting is HARD, Cash Earning instruments and Estate Planning Mistakes

285

Episode 67: Stimulus Update, Global Growth Figures, Stocks During a 4-Year Presidential Cycle and Medicare Coverage

286

Episode 66: Special guest, Aaron Cramer, explains everything you need to look out for when your employer begins open enrollment.

287

Episode 65: Politics and it's Effects on the Market, Seasonally Strong Q4 and Predictions That Have Been Proven Wrong

288

Episode 64: A Rocky September, Social Security Mistakes that Retirees Make and the Behavior and Psychology Involved in Investing

289

Episode 63: Ecommerce Penetration, Largest Stocks in S&P 500, SPAC and Printing Money

290

Episode 62: Stocks Sell Off, A Closer Look at the S&P 500 and 5 Phases of Our Financial Lives

291

Episode 61: A Strong August in the Stock Market, Mistakes Retirees Make, and Accredited Investor Updates

292

Episode 60: Tech Stocks, Company Name Game, Crash Confidence and Annuities: Consequences to Consider

293

Episode 59: Second Stimulus Bill, Consumer Recovery, Sadness and Euphoria in the Stock Market, Gig Economy

294

Episode 58: Consumer Credit Update, Market Returns under both political parties, Losing Fortunes

295

Episode 57: GDP Update, Time in the market, Values Based Budgeting

296

Episode 56: China Tiff, Housing Market Strength, Income, Misconceptions about Risk

297

Episode 55: No wealth without health, timing the market, .com comparisons, concentrated stock positions

298

Episode 54: Strong Q2, Returns & Volatility, Stock Market Is Not the Economy, Buybacks, College Costs

299

Episode 53: Expected Stimulus, Small Caps, Big Tech, More Relief for RMD's in 2020

300

Episode 52: COVID Cases Rise, Printing Money, Low Interest Rates

301

Episode 51: Largest sell off since March, Update on housing, Officially in a recession, Buying stocks, Unpaid debts after death