The Northbound Wealth Podcast

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!This week's format:Market News & Insights What would you do with a windfall? Steps & FAQ'sUpcoming SpaceX IPOYahoo Finance - Is the SpaceX IPO Overpriced? Here's how much it could be worth, according to a valuation expert. Motley Fool - How much could the SpaceX stock be worth by 2030? Anduril doubles valuation to over $60 Billion as defense tech funding boom continues - CNBCWelcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!This week's format:Market News & Insights S&P 500, Nasdaq, Dow, Corporate EarningsEconomic Data ReviewCollege Tuition CostsMay is 529 Plan Month - College Savings PlansAdult Children Still On Payroll?Retirement Conversations Couples Should HaveNational Pet Month & National Golf Day (5/10) and FinancesRetirement - Do I have to start claiming Social Security Benefits at age 62?Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!This week's format:Market News & Insights Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!This week's format:Market News & Insights The Arora Report Blog "Morning Capsule"Technical Analysis Spotlight - $SPX (The S&P 500 Index) - Brent Foster, CEO of Northbound Wealth ManagementWelcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!This week's format:Market News & Insights Tax Tip of The WeekChart(s) of The WeekHappy Easter & April is National Stress Awareness MonthFinal Days Until Tax Day (April 15th)5 Ways American's Overpay In TaxesDebunking Social Security MythsData Center & AI Infrastructure Boom | Indiana Is At The Center of It - Pros & ConsThe Typical Home U.S. Home Is 44 Years Old-And Needs Tons Of Work | WSJ by Veronica DagherThe Complicated Financial Lives of Dentists, the Millionaires Next Door | WSJ by Miriam GottfriedWelcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!This week's format:Market News & Insights"Don't watch the market too closely" - Warren BuffettHistorical Data - CorrectionsFED Chair, Jerome Powell, speaks to Harvard University Students, Bloomberg. - 3/30/26Selling pressure intensifies as now nearly 300 of the S&P 500 names trade lower in 2026Buying Opportunities? - Northbound Wealth's Brent Foster - 3/30/26 (Technical Analysis)Goldman Sachs: War-driven sell-off improves setup up for U.S. stocks ahead of key earnings. NVDA - valuation falls to S&P 500 parity for first time in over a decadeWelcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!This week's format:Market News & InsightsDon't Panic, Stay FocusedMonday's Market Brief 3/23/26Fed Chair HistoryWhat's the best way for adult children to buy a home? These days...What a $ Frappachino can teach your teenWelcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!This week's format:Market News & Insights2026 Letter to Young ProfessionalsInvestor's Business Daily | "Oil Prices Slide As Iran Opts For 'Porous' Strait of Hormuz" by Jed GrahamThree Numbers Every Woman Should KnowWelcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!This week's format:Market Insights & News - Markets Weather Middle East Conflict, Focus On OilMortgage News Daily As tax season approachesCharts of The Week: "JPMorgan Guide To The Markets"S&P 500 selloffs around geopolitical eventsU.S. is a net exporterAsset Class Returns - Diversification among different asset classes is important in portfolio constructionWelcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!This week's format:Market Insights & NewsSupreme Court Rules Against White House Tariffs"HALO" Stocks - Hard Assets, Low ObsolescenceMortgage New Daily - February 23, 2026Charts of the Week:JPMorgan Asset Management | Guide To The Markets (Slide 16) | S&P 500 Annual Returns and Intra-Year Declines"Magificent 7" vs. S&P 500 Cap-Weighted vs. S&P 500 Equal-Weighted Index'sSoftware Stocks vs. Semiconductor StocksGrowth Stocks vs. Value StocksFederal Funds Rate vs. Inflation RateThe Arora Report | Februrary 23, 2026 by Nigam Arora (Excerpts)Morning Brew | Sunday Special | Februrary 22, 2026 | Private Equity (PE & PE Funds) Is Private Equity Past It's Prime? Pros & Cons of Private Equity and more...Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!This week's format:Market Insights & NewsWhen to expect your 1099 - ChecklistExcerpt from "Notes on the Week Ahead | Real Economy Challenges," by Dr. David Kelly, Chief Global Strategist, JPMorgan Asset Management | Feb. 9, 2026Q4 2025 Earnings Review | noteable stock (tickers): PLTR, GOOG, LLY, AMZNWelcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!This week's format:Market Insights & NewsThe Housing Market Is Swinging Towards Buyers | WSJ.com by Nicole FreidmanAI's Fundraising Frenzy Continues | WSJ.com by Kate ClarkTechnical Analysis Spotlight (S&P 500) by Brent FosterWelcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!This week's format:Market Insights & News2025 Look Back, 2026 Look Ahead, ChecklistIf you are 50+, do you know how your catch-up contributions are changing?Is “Waiting Until 70” a smart Social Security move?Are You Supporting Your Adult Child Financially—or Subsidizing Their Lifestyle?Hybrid Work - Does It Make Sense?University of Indiana Hoosiers Football | Natty Champs! Congrats on a legendary undefeated season!Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!This week's format:Market Insights: All Three Major Averages RiseTrump Calls for 10% Cap on Credit Card Interest Rates by Meridith McGraw, WSJWhat 10% Credit Card Rate Cap Would Mean for Your Wallet by Veronica Dagher, WSJWhen Your Private Fund Turns $1 Into 60 Cents by Jason Zweig of the Wall Street JournalMy Oregon Ducks had a great season and I'm proud of the guys for fighting hard (Oregon is and always will be in my blood), but I'm also proud of my Indiana Hoosiers for a legendary season that I hope finishes with a big W over the Miami Hurricanes! Finish Strong Hoosiers!Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!This week's format:Market Insights & Update: 2026 Forecasts & Santa Claus Rally Holding PatternJanuary is Financial Wellness Month - Pro Tips & Things To ConsiderOregon vs. Indiana CFP Match Up | CBS SportsWelcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!This week's format:Market Insights & Update2025 A Year In ReviewHelp Protect Your Family From AI Related Scams5 Retirement Facts That Might Surprise YouWelcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast.Brent spent two decades in the financial services industry working for large and small  institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge to teach and educate about  investing, economics, and personal finance!This week's format:Market Insights & UpdateChart of the Week: "The Magnificent 7" Trump accounts' could give your child up to $1,000 for free. Your top questions answered | The Dell's $6.25 billion pledge | CNBCParamount Makes $77.9 Billion Hostile Bid for Warner After Netflix Struck Deal | WSJ.com by Lauren ThomasMortgage News Daily | December 8, 2025Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This  podcast is for informational and educational purposes only and is not intended as personalized recommendations or  fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax  advice or as a solicitation to offer or to buy any securities.Clients of Northbound Wealth Management LLC may maintain  positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!This week's format:Market UpdateYCharts: Nov. 20, 2025 - Why the Dot-Com Comparison Falls Short in 2025AI Leadership and Market AnxietyThe Dot-Com BlueprintThere Is Always a Reason to SellToday’s Fundamental DifferencesNavigating the NarrativeAAII October 2025 Edition | Wayne Thorp, CFA, Looking Beyond Price Trends With the McClellan OscillatorNorthbound Wealth | Year-End GivingMoney, Possessions, & Eternity by Randy Alcorn -Chapter 21: Teaching Children about Money and Possessions, excerpts read by Brent Foster Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by visiting our website contact us page.Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my cohosts, or my guests are solely  our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational  and educational purposes only and is not intended as personalized recommendations or fiduciaryadvice. It is not intended toprovide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to  buy any securities. As a reminder, all investments include the risk of loss and past performance is not  indicative  of  future  results. Clients of Northbound Wealth Management LLC may maintain positions in the securities  discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!This week's format:Market UpdateArk Disrupt: Weekly newsletter curated by Ark's Thematic Research Team | The FDA’s New “Plausible Mechanism” Pathway Could Transform Therapies For Rare Diseases, & MoreNVIDA CEO Jensen Huang 'half a trillion' forecast | CNBC, Kif Leswing -JPMorgan analyst Harlan Sur has an "overweight" rating and a PT of $215 per share on NVDA.Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by visiting our website contact us page.Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!This week's format:Market UpdateAI Headlines & PortfoliosFed Rate Cutsf - CNBCDid You Know? Open Enrollment Season (review 401k and HR Benefits), Long-Term Care Awareness Month, PWC predicts holiday spending decline, If you are over 50 (new retirement savings rules),Technical Analysis Spotlight - Final ThoughtsPlease subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by visiting our website contact us page.Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!This week's format:Market UpdateMortgage News Daily - October 22, 2025The Transcript - Weekly Quotes From Earnings Calls, Jamie Dimon CEO of JPMorgan Chase Bank, Charlie Scharf CEO of Wells Fargo and more...(Oct. 20th)Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by visiting our website contact us page.Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!This week's format:Market Update - Stocks Advance, Despite D.C. ShutdownPennies Are Going Away! - AI Search / US Mint / AP NewsGovernment Shutdown: What It Means for Social Security & Your PortfolioCNBC - Private health insurers use AI to approve or deny care. Soon Medicare will, too. Lauren Sausser & Darius Tahir | KFF Health News 9/24/2025. EA Sports Aquisition 9/29/2025FICO provider is shaking up its credut score busines. Its stock is surging, by Pia Singh, CNBCMortgage Rates Expected to Move Below 6% by End of 2026 according to Fannie Mae Data Insights (September 2025)A 2025 Guide to Protecting Seniors From FraudPlease subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by visiting our website contact us page.Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!This week's format:Market UpdateFOMC Meeting (Rate Cut Decision)Technical Analysis Spotlight: Charts of tickers: GOOGL, META, MSFT, VST, AVGO, AMZN, NVDA, ORCL - I believe AI-themed leadership will likely represent the bellwether for the broader market. These guys charts are bullish.Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by visiting our website contact us page.Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!This week's format:Market UpdateKraft-Heinz BreakupNational 401k Day 9/5/25The Big Beautiful Bill - A Summary & ReminderWhen's the right time to transfer wealth - at death, or during life?2025 The State of Manufacturing with Rockwell Automation & YCharts.comPlease subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by visiting our website contact us page.Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!This week's format:Market Insights: The Fed Weighs Rate MoveEthereum Battles Bitcoin for Wall Street Whales, Written by Jaime Wilde of the Daily Upside, August 26, 2025.Thestreet.com: Wall Street's favorite analyst just dropped a bombshell, Wall Street veteran Tom Lee says Ethereum is going through a transformation as big as the U.S. leaving the gold standard, by Mehab QureshiPalantir (PLTR): Who they are and what do they do FAQ's. by Palantir Techologies August 21, 2025Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by visiting our website contact us page.Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!This week's format:Market Insights & Timely InformationTechnical Analysis SpotlightInflationRelocating In RetirementWill My Money Last? Leaving IRA's To The Kids? Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by visiting our website contact us page.Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!This week's format:Market Insights and highlights of PLTR, AAPL, TSLARetirement & Behavioral Finance 101August 7, 2025 - Trumps Executive Order - Alternative Investments in 401ks (Private Equity, Hedge Funds, Real Estate, Venture Capital, etc.)Is it good for everyone?Taking Charge of Your 401kBack to School Savings TipsAugust is National Make-A-Will MonthPlease subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by visiting our website contact us page.Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!This week's format:Market InsightsApple, Amazon, Alphabet, Meta, Netflix earnings review, how are they doing, and price targets (expectations).Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by visiting our website contact us page.Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!This week's format:Market InsightsFund FlowsRoth IRA'sMarket ThoughtsPlease subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by visiting our website contact us page.Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!This week's format:Market InsightsThe One, Big Beautiful Bill - Signed into law in July 2025 | AICPA | Allistair M. Nevius, J.D. (July 2025) / The Journal of AccountancyPlease subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by visiting our website contact us page.Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!This week's format:Market Insights – Northbound WealthPlease subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by visiting our website contact us page.Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!This week's format:Market Insights – Northbound WealthTom Bowley CMT | Earningsbeat.com – “The Fed is Getting It Wrong AGAIN As They Hold Rates Steady” (Stockcharts.com)Understanding the Nuances of Stock Options vs. RSUsEver heard of luxury home swapping?Did you know that the top 10% of earners account for nearly half of all U.S. consumer spending?What’s the one subject your kids won’t learn in school—but absolutely should?Back to Basics: An Inside Look at Asset Allocation, Warren Buffett on Emotion and Investing, Time in the Market, Not Timing the Market, The Value of Financial Professionals, Schedule a Complimentary Financial AssessmentPlease subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by visiting our website contact us page.Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent has spent nearly two  decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC. Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics,  and personal finance!This week's format:Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth How Much Do You Really Know About Stock Market Index’s? TrendLabs | Everybody's Wrong by JC Parets, CMT & Founder of TrendLabs - June 17th article entitled "Retail Investors Are Selling"For the Class of 2025 | What does the Job Market Look Like? What Books Are You Reading This Summer? Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple,  Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us  out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by sending us a message by using our contact us page: https://www.northboundwealth.com/contactDisclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my cohosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC.  This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past  performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent has spent nearly two  decades in the financial services industry working for large and small institutions before founding Northbound Wealth  Management LLC.Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics,  and personal finance!This week's format:Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth What Happens When the S&P 500 Breaks Below Gap Support, David Keller, CMT, Sierra Alpha Research.What do a lot of people overlook when they inherit IRAs Preparing your taxes for next year? The IRS has outlined what married couples filing jointly need to know about the 2025 tax brackets.Through Ups, Downs, and Headlines: What Still Works - Brent Foster. Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to  podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by visiting our website contact us page.Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my cohosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to  provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to  buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent has spent nearly two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics,  and personal finance!This week's format:Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth AAII.com | 16 Red Flags to Watch for in a Company's Financial Statements, by Charles Rotblut, CFA, Editor of AAII. Palantir (PLTR) - Q1 2025 Earnings release and discussionIs it smarter to buy or rent a second home? Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to  podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at  [email protected] or by visiting our website contact us page.Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent has spent nearly two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!This week's format:Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by visiting our website contact us page.Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent has spent nearly two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!This week's format:Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth The Daily Wire | Apple Leads Manufacturing Pivot to India (April 30, 2025)AAPL, AMD, NVDA, AMZN, MSFT, NFLX, GOOG - stock analysts and reviews from (JPM) and some additional comments.Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by visiting our website contact us page.Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent has spent nearly two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!This week's format:Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth S&P 500 Levels - Technical SpotlightComments by Brent Foster, CEO of Northbound WealthThe intellectual and emotional discipline of staying in the markets, compounding, and the power of long-term investing in the S&P 500 as well as sticking with your hard-developed, long-term strategy. Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by visiting our website contact us page.Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent has spent nearly two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!This week's format:Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth Trump Tariff Update (April 9th) | CNBCTechnical Analysis Spotlight with Brent Foster April is Financial Literacy Month | Spring into Financial Literacy Month with Actionable Steps & Tips | Planning Tips!Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by visiting our website contact us page.Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent has spent nearly two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!This week's format:Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by visiting our website contact us page.Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent has spent nearly two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!This week's format:Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth The Evolving Role of Women in Family FinancesTechnical Analysis Spotlight with Brent FosterPlease subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by visiting our website contact us page.Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent has spent nearly two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!This week's format:Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth Forgotten Retirement Accounts: Don’t Leave Money BehindA $172 Billion MistakeIt’s Annual Bonus SeasonHow to account for ‘sweat equity’ in farm estate planningCharles Schwab's "Pump & Dump" Warning to InvestorsPlease subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by visiting our website contact us page.Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent has spent nearly two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!Investor Education | Fraud & Ponzi SchemesSEC & FINRA website Investor.govFraud and Ponzi SchemesHallmarks of a Ponzi Scheme"The Money Doctor" William Neil Gallagher Fraud SchemeBernard Madoff Ponzi SchemeSam Bankman-Fried (SBF) FTX Crypto Fraud & Ponzi SchemeIRS Guidance for Victims and their Tax ProfessionalsResources & Wrap UpPlease subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by visiting our website contact us page.Disclosures: All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.References for this Episode:1 https://www.youtube.com/watch?v=oo592MNWe-c2 https://www.sec.gov/litigation/litreleases/lr-244203 https://www.cbsnews.com/news/doc-gallagher-christian-radio-host-3-life-prison-terms-ponzi-scheme/4 https://edition.cnn.com/2013/03/11/us/bernard-madoff-fast-facts/index.html5 https://www.pbs.org/wgbh/pages/frontline/madoff/cron/index.html6 New York State Office of the Attorney General. "Madoff Middleman Ezra Merkin Charged With Fraud For Secretly Steering $2.4 Billion In Investor Assets Into Madoff's Ponzi Scheme7 https://www.pbs.org/wgbh/pages/frontline/madoff/cron/index.html8 Id.9 https://www.forbes.com/sites/nicholasreimann/2021/04/14/bernie-madoff-dies-in-federal-prison-at-82/?sh=4e304653fadd10 Bankman-Frieds is arrested as feds charge massive fraud at FTX crypto exchange,” Bankman-Fried is arrested as feds charge massive fraud at FTX crypto exchange : NPR, Dec. 13, 2022.11 https://abcnews.go.com/Business/funds-recovered-victims-bernie-madoff/story?id=9486371312 Internal Revenue Service, Rev. Rul. 2009-0913 Rev. Rul. 72-112, 1972-1 C.B. 6014 Internal Revenue Service, Rev. Rul. 2009-0915 Rev. Proc. 2009-2016 Id.17 Id.18 Id.19 Giambrone et al v. Commissioner, TC Memo 2020-145, October 19, 202020 Revenue Procedure 2009-20, Section 4.0421 Giambrone et al v. Commissioner, TC Memo 2020-145, p. 522 Giambrone et al v. Commissioner, TC Memo 2020-145, pp. 5-623 Id. at p. 1024 Id. at p. 1225 Revenue Procedure 2009-20, Section 2.03-2.0426 Tax Court Docket No. 6500-1327 Tax Court Docket No. 6500-1328 Rev. Proc. 2009-20, sec. 4.06(1)(a)(ii)29 Id. at sec. 4.06(2)(c)30 Tax Court Docket No. 11390-1231 26 U.S. Code § 2054 - Losses32 Tax Court Docket No. 28602-1033 https://edition.cnn.com/2023/02/27/business/td-bank-ponzi-scheme-stanford-settlement/index.html34 https://www.seattletimes.com/business/umpqua-bank-accused-of-aiding-a-massive-ponzi-scheme-again/35 https://www.classlawgroup.com/securities-fraud/professional-financial-investors-lawsuit36 Treasury Department Circular No. 230 (Rev. 6-2014), Regulations Governing Practice before the Internal Revenue Service, 10.2(4)

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent has spent nearly two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!This week's format:Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth Heart & Cancer Awareness Month - February 2025Technical Analysis Spotlight with Brent Foster, CEO of Northbound Wealth Management Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by visiting our website contact us page.Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent has spent nearly two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!This week's format:Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth Forgotten Retirement AccountsBe On The Lookout: Criminals Filing Tax Returns In Your NameThis Financial Aid Awareness Month, critical insights that could save you thousandsCan you guess 5 big financial mistakes Gen Z appears to be making? Did you know that the Social Security death benefit has remained at $255 since 1954 despite increases in funeral costs over the decades?2025 State of the Markets by Brent Foster, CEO of Northbound Wealth Management LLC. Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by visiting our website contact us page.Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Northbound Wealth's CEO, Brent Foster, reviews 2024's market behavior and talks about what may lay ahead in 2025. This recorded presentation examines the financial factors at play, including economic developments, world events, and other market influences. We anticipate his next presentation to be a mid-January 2025 recorded presentation entitled 2025 State of the Markets Mid-Year Presentation.  References and Sources for this release are as follows: CNBC.com, 2023, 2024, 2025 Factset.com, 2023, 2024, 2025 Finance.Yahoo.com, 2023, 2024, 2025 WSJ.com, 2023 - 2025 TradingEconomics.com, December 18, 2024 UMich.edu, December 18, 2024 NAHB.org, December 17, 2024 BLS.gov, December 18, 2024, 2025 CNR.com, January 2023, 2024, 2025 Conference-board.org, December 19, 2024. Chart through November 2024 JPMorgan.com, November 30, 2024 CMEGroup.com, December 20, 2024 Philadelphia Federal Reserve Bank, November 15, 2024 FRBSF.org, August 12, 2024 Federalreserve.gov, 2024 Capital Group, 2024 Disclosures: Securities and advisory services are offered through Charles Schwab & Co., member FINRA, SIPC, and Northbound Wealth Management LLC DBA Northbound Wealth. Northbound Wealth and Charles Schwab & Co. are separate companies and are not affiliated. Northbound Wealth Management LLC uses Charles Schwab & CO. as the primary custodian for client assets. Monthly statements are generated by Charles Schwab & Co., affording our clients the security of outside verification of their asset values and returns. Clients’ Schwab accounts are covered by SIPC insurance. In addition, Northbound Wealth provides each client a quarterly analysis of their accounts and our advisory performance. Access to these documents and more are available via the client portal and through our mobile applications on all Apple & Android devices. Opinions, estimates, forecasts, and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. We believe the information contained in this commentary has been obtained from sources that are reliable. This presentation is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. The indexes mentioned in this seminar are unmanaged and not available for direct investment. Past performance is no guarantee of future results. All investments include the risk of loss. These views should not be construed as investment advice. Neither the named representative, nor the named Registered Investment Professional, gives tax or legal advice. All information is believed to be from reliable sources; however, we make no representation as to its or accuracy. Please consult your financial professional for further information. Northbound Wealth does not provcompletenesside tax or legal advice; consult your tax or legal professional regarding your situation. Additional Additional Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent has spent nearly two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!This week's format:Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth S&P 500 Earnings Season Report, January 24th | Factset | By John Butters, CFA10 Facts You May Not Know About Social SecurityTechnical Analysis Spotlight | S&P 500 and NYSE | Brent Foster, Northbound WealthPlease subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by visiting our website contact us page.Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent has spent nearly two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!This week's format:Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth Personal Finance, New Year's Resolutions, Goal Setting, Behavioral Finance, and tips heading into 2025!Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by visiting our website contact us page.Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent has spent nearly two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!This week's format:Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by visiting our website contact us page.Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent has spent nearly two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!This week's format:Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth Counting the Cost of Healthcare in RetirementJust Keep Buying by Nick Maggiulli, 2024 (Exerpt) with comments by Brent Foster, CEO Northbound WealthYear-End Charitable Donations | Mortgage Rates (CNBC) | Legacy, Happy Holidays New Year!Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by visiting our website contact us page.Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.