Podcast Episodes

Global Portfolio Insights: Lessons from Around the World

We'll take a deep dive into what investor behavior across 14 key markets reveals about building a truly global portfolio.

Today's Stocks & Topics: Uni…

5 months, 2 weeks ago

AI, Jobs & Investors: Growing Divides in the Workplace

We will look into how advances in AI are creating a rift between workers and investors, even as major tech companies continue job cuts. 

Today's Stock…

5 months, 2 weeks ago

Generative AI in Finance: 5 Ways to Budget, Plan, and Save

We will talk about the five key personal finance use cases for Generative AI, including how to use it for creating personalized budgets, setting fina…

5 months, 2 weeks ago

Is a Securities-Based Line of Credit (SBLOC) Right for You?

We will explore the risks and rewards of an SBLOC, a credit line secured by your investments, to help you decide if it's the right financial tool for…

5 months, 3 weeks ago

Decoding the Market: 4 Strategies to Anticipate Stock Trends

We will break down how investors can combine momentum indicators, fundamental and technical analysis, mean reversion theory, and sentiment signals to…

5 months, 3 weeks ago

What's Behind the Incredible Gold rally?

Interestingly, gold and Bitcoin (BTC-USD) have decoupled, with gold actually outperforming Bitcoin. So, how should investors think about their asset …

5 months, 3 weeks ago

When and How to Change Financial Advisors

I will provide a comprehensive guide for investors so you can assess the performance of your current financial advisor... including communication ski…

5 months, 3 weeks ago

How Asset Tokenization is Revolutionizing Global Finance

We will explain how leveraging blockchain to digitize and fractionalize assets is poised to make investing cheaper, faster, more transparent, and rad…

5 months, 3 weeks ago

Should You Panic? The Real Impact of a Government Shutdown on Your Investments

We will break down the historical data from Fidelity to reveal how a government shutdown truly affects the stock market, fixed income, and the broade…

5 months, 4 weeks ago

The Home Equity Strategy: Can Retirees Use a Reverse Mortgage to Buy a New Home?

Seniors looking to relocate or downsize can use a little-known, specialized financial tool which will allow retirees to finance a new primary residen…

5 months, 4 weeks ago