Podcast Episodes

The Independent Advisors Episode 115: The 60/40 Portfolio

Show Notes:

Michael Rosen, CIO of Angeles Investments and Angeles Wealth -

https://www.cnbc.com/2021/09/02/traditional-60/40-portfolio-has-actually-rea…

4 years, 4 months ago

The Independent Advisors Podcast Episode 114: Warning of the Week

1. Supply chain update from CNBC -

https://www.cnbc.com/2021/09/01/supply-chain-delays-wont-be-easily-fixed-and-trouble-will-continue-into-next-year-…

4 years, 4 months ago

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

Show Notes! 1. Tweet from Callie Cox - https://twitter.com/calliea.../status/1431012659525300233... 2. Tweet from Liz Ann Sonders - https://twit…

4 years, 4 months ago

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

1. Tweet from “10-K Carl” - https://twitter.com/10k_carl/status/1426250130873896962?s=11 2. Tweet from Nomi Prins - https://twitter.com/nomiprins/…

4 years, 4 months ago

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

1. Article in ThinkAdvisor by Melanie Waddell - https://www.thinkadvisor.com/.../house-panel-crafting.../ 2. Tweet from Austin Lieberman - https://tw…

4 years, 4 months ago

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

Twitter Handles:

Jessup Wealth Management (@JessupWealth)

Mark McEvily (@MarkMcEvily)

Matthew Jessup (@matthewcjessup)

4 years, 5 months ago

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

Twitter Handles:

Jessup Wealth Management (@JessupWealth)

Mark McEvily (@MarkMcEvily)

Matthew Jessup (@matthewcjessup)

4 years, 5 months ago

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

Twitter Handles:

Jessup Wealth Management (@JessupWealth)

Mark McEvily (@MarkMcEvily)

Matthew Jessup (@matthewcjessup)

4 years, 5 months ago

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

Twitter Handles:

Jessup Wealth Management (@JessupWealth) / Twitter

Mark McEvily (@MarkMcEvily) / Twitter

Matthew Jessup (@matthewcjessup) / Tw…

4 years, 5 months ago

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

Twitter Handles:

Jessup Wealth Management (@JessupWealth) / Twitter

Mark McEvily (@MarkMcEvily) / Twitter

Matthew Jessup (@matthewcjessup) / Tw…

4 years, 6 months ago