Podcast Episodes
Back to SearchThe Independent Advisors Episode 202: Stealthy Strong
Show Notes:
Policy and Tax Changes Impacting HNW Clients in 2023 by Wola Odeniran -
https://www.advisorperspectives.com/articles/2023/05/19/tax-change…
3 years ago
The Independent Advisors Episode 201: From False Moves to Fast Moves
Show Notes:
Tweet from Liz Young -
https://twitter.com/LizYoungStrat/status/1656632831831883778
Tweet from Jon Roque -
https://twitter.com/daChartLife/st…
3 years ago
The Independent Advisors Episode 200: Playing Offense
Show Notes:
Article from Jefferies -
https://www.jefferies.com/Letters/ltr/1647/04032023?
Article from Bloomberg - https://www.bloomberg.com/opinion/art…
3 years ago
The Independent Advisors Episode 199: All Things Medicare with Special Guest, Chad Hooper.
Show Notes:
https://www.humana.com/medicare/medicare-resources/irmaa
Chad Hooper Founder of Medicare4U
937-414-6578
medicare4ullc@outlook.com
3 years, 1 month ago
The Independent Advisors Episode 198: Leverage
Show Note:
Articles from Bloomberg -
https://www.bloomberg.com/news/articles/2023-04-25/first-republic-shares-drop-after-analyst-call-without-questions…
3 years, 1 month ago
The Independent Advisors Episode 197: Tug of War
Show Notes:
Tweet from Joseph Fahmy -
https://twitter.com/jfahmy/status/1646151812985110532?s=12&t=Godkt5FzuqWcmpmvo2G5Jg
“Apple Card’s New High-Yield S…
3 years, 1 month ago
The Independent Advisors Episode 196: Health is Wealth
Show Notes:
Tweet by Ryan Detrick -
https://twitter.com/RyanDetrick/status/1641994956804874241
Article by Harry Sit “No FDIC Insurance -Why a brokerage…
3 years, 1 month ago
The Independent Advisors Episode 195: The Bears Are Trapped
Show Notes:
Tweet from Car Dealership Guy -
https://twitter.com/guydealership/status/1640688058692427782?s=12&t=Godkt5FzuqWcmpmvo2G5Jg
Blog Post from Be…
3 years, 1 month ago
The Independent Advisors Episode 194: Risk and Volatility are 2 Different Things.
Tweet from Money Visuals, an account run by our friend, Ashby Daniels - https://twitter.com/mvmoneyvisuals/status/1638870337050877952?s=12&t=Godkt5Fz…
3 years, 2 months ago
The Independent Advisors Episode 193: You can't always "Bank" on that.
Show Notes
Tweet from Freezing Cold Finance Takes -
https://twitter.com/FreezingFi.../status/1635263124583632897
Tweet from Peter Mallouk -
https://twitt…
3 years, 2 months ago