Best HFM Podcasts (2025)

1
Entry, Target, Stop Loss, and Risk & Money Management 1:29:24

11d ago1:29:24

1:29:24

Join Andria, our Market Analyst, for an in-depth webinar where she simplifies the critical aspects of trading—Targets, Stops, Trade Size, and the essential Rules of Risk and Money Management. This webinar will cover: •How ATR can enhance your stop loss and take profit strategies •The pros and cons of Trailing Stops vs. Fixed Stops •How to determine…

1
Smart Strategies for Charitable Giving and Tax Savings 20:46

5d ago20:46

20:46

Welcome back to the Dollar Wise Podcast. In this episode, Jason Gabrieli, CFP, is joined by Andrew Barnard, CFP, to explore how charitable contributions can be optimized for tax efficiency. They discuss practical strategies such as donor-advised funds, gifting appreciated stock, and estate planning techniques to ensure your generosity also leads to…

1
Using Price Action and Momentum 1:12:14

11d ago1:12:14

1:12:14

Discover how to read price action, spot momentum shifts, and use these strategies to improve your trade entries and exits. Today’s webinar will cover: •Price action strategies and techniques •How Price Momentum can be used as an indicator •Price Action Patterns and Trend-lines 'Disclaimer: This material is provided as a general marketing communicat…

1
Improving Market Timing and Accuracy 1:22:05

12d ago1:22:05

1:22:05

Discover how two powerful indicators—Bollinger Bands & Stochastics—can work together to sharpen your market timing and boost trading accuracy. This webinar will cover: •How to use Bollinger Bands & Stochastics efficiently •Strategies for precise timing & improved accuracy •A complete countertrend, mean-reverting system 'Disclaimer: This material is…

1
Using News as Part of Your Trading Plan 1:22:54

12d ago1:22:54

1:22:54

In today’s webinar, Michalis will evaluate how to analyse news, identify market-moving events, and integrate news-driven strategies into your trading plan for new trades and volatility. This webinar will cover: •Impulsive trade decisions during news releases •How to amend your trading plan to prepare for volatility •Should I expect a correction? 'D…

1
Choosing Stop Loss Points 1:14:15

25d ago1:14:15

1:14:15

Trading isn’t about always being right but managing risk efficiently. The key is limiting losses on bad trades, so your positive trades can shine. Join us as we break down the essentials of stop-loss strategies to help you trade with confidence. This webinar will cover: •Where to set your stop loss and target for optimal risk management •How ATR (A…

1
Building Your First Trading Plan 1:25:38

25d ago1:25:38

1:25:38

Learn how to create an efficient trading plan. Discover how to set goals, manage risk, and develop a strategy for consistency. Today’s webinar will cover the following: •Create a trading plan step-by-step •Trade step-ups and exits •Controlling your trade and balance – discover margin calls 'Disclaimer: This material is provided as a general marketi…

1
Risk Management for Beginners 1:08:06

1M ago1:08:06

1:08:06

Learn essential strategies to control your trading and trade using well-known techniques and proper risk management techniques! This webinar will cover: •Risk management tools •Risk management techniques and strategies •Explore the reward-to-risk ratio 'Disclaimer: This material is provided as a general marketing communication for information purpo…

1
How to Improve Your Trading Mindset 1:06:26

1M ago1:06:26

1:06:26

Managing your risk is an important part of trading. Join this session to learn how to discipline your mind and emotions. Improve your skills and turn your losses into lessons. Today’s webinar will cover the following: •A few simple numbers you should know •The importance of emotional control •Maintaining your discipline 'Disclaimer: This material i…

1
What Happens to Your Travel Points When You Die? 17:01

1M ago17:01

17:01

Welcome back to the Dollar Wise Podcast. In this episode, Catherine Allen-Carlozo and Tyler Reedman dive into an unconventional yet valuable topic: what happens to your travel rewards—points, miles, and loyalty perks—when you pass away? Prompted by a real client experience, the discussion unpacks how various credit card, airline, and hotel programs…

1
Trading Psychology & What to Avoid 1:17:33

1M ago1:17:33

1:17:33

In this session, we'll explore common trading mistakes, and the ones which can damage a trader, while diving into the psychological aspects of trading. Today’s webinar will examine how to avoid or use these mistakes to your advantage. Learn how emotions, mindset, and decision-making techniques impact your performance. Today’s webinar will cover the…

1
Trading with Trend Lines 1:19:20

2M ago1:19:20

1:19:20

Trend lines are a powerful tool that can keep traders on the right side of the market, yet they’re often overlooked or misused. Join Andria today to discover trend lines' true power and simplicity and ensure you’re using them to their full potential. This webinar will include: •The 5 key rules for drawing trend lines •How to identify trend line bre…

1
Live Analysis with Real-Time Trade Set-Ups 1:11:40

2M ago1:11:40

1:11:40

Join us for a live market analysis session, where we’ll identify real-time trade opportunities and discuss key strategies for effective decision-making. Don’t miss this chance to enhance your trading skills with expert insights. Today’s webinar will cover: •Live real-time analysis •Technical analysis setups •Fundamental analysis and backing up your…

1
Simple Trading Strategies 1:06:59

2M ago1:06:59

1:06:59

Trading strategies can be challenging to follow and may not always generate sufficient opportunities for new traders in the market. Today’s webinar will look at a strategy which mainly focuses on the following: •Price Action •Momentum Trading •Technical analysis and indicators 'Disclaimer: This material is provided as a general marketing communicat…

1
Heikin Ashi for Scalpers 1:04:59

2M ago1:04:59

1:04:59

In this webinar, Andria will showcase the power and simplicity of the Heikin Ashi indicator—a game-changer for traders at any level. If you’ve ever wondered how Heikin Ashi candles stack up against traditional candlesticks, now’s your chance to find out. This webinar discusses their unique benefits and how they can be applied to scalping, plus the …

1
Analyzing Price Patterns 49:32

2M ago49:32

49:32

Our charts are filled with various waves and price patterns. However, many traders do not understand if the patterns indicate a bullish or bearish bias. The webinar will cover: •Ascending and descending triangle patterns •Wave patterns •Building a bullish and bearish outlook 'Disclaimer: This material is provided as a general marketing communicatio…

1
When to Buck the Trend 1:15:16

2M ago1:15:16

1:15:16

Join our webinar to discover how to take advantage of market reversals with the Buck-the-Trend strategy. In this webinar you will learn: • How to make the best possible entries when the price bucks the trend • Identify temporary retracements within the long-term trend • Spot high-probability trading opportunities 'Disclaimer: This material is provi…

1
From Saver to Spender: How to Enjoy Your Money in Retirement Without Fear 9:25

2M ago9:25

9:25

Welcome back to the Dollar Wise Podcast! In this episode, Catherine Allen-Carlozo, a Certified Financial Planner at HFM Investment Advisors, explores the transition from being a saver to a spender in retirement. Many retirees struggle with the fear of spending their savings, worrying about outliving their money, market crashes, or unexpected medica…

1
Learn the Art of Scalping: A Comprehensive Guide 1:14:37

3M ago1:14:37

1:14:37

In this webinar, Andria will delve into the concept of scalping, highlighting its benefits, potential drawbacks, and the key traits of an experienced scalper. She will also share practical strategies that can be applied to this trading approach. Key takeaways: •Advantages and challenges of scalping •Essential qualities of an effective scalper •Prov…

1
How To Use HFM’s Calculators and Indicators 58:37

3M ago58:37

58:37

Want to learn how to use our calculators and MT5’s indicators? During this live webinar, we will guide traders on effectively using each calculator and indicator. Today’s webinar will cover: •How to use calculators •What each MT5 indicators provides •Live analysis 'Disclaimer: This material is provided as a general marketing communication for infor…

1
Two Scalping Strategies 57:05

3M ago57:05

57:05

Join our webinar to discover two effective scalping strategies. We'll walk you through the key techniques, tips, and tools you need to make quick, informed trades in the fast-paced world of scalping. The webinar will cover the following: •Short-term trading strategies •Momentum-based trading •Risk management when scalping the market. 'Disclaimer: T…

1
Fibonacci – Popular, Powerful and Self-fulfilling. 1:09:57

3M ago1:09:57

1:09:57

Fibonacci rules in life, nature and the financial markets have been around for many years. But many traders misinterpret them and do not know where to start or which levels will or will not hold. Join Andria today as she demystifies this powerful trading tool, answering questions such as: •Where does the trend start and where is the next level? •Wh…

1
Lessons from a Banner Year: How 2024 Shaped the Investment Landscape 17:30

3M ago17:30

17:30

Welcome back to the Dollar Wise Podcast! In this episode, Jason takes a deep dive into the key financial events of 2024. From understanding the S&P 500's stellar 25% performance to exploring the nuances of inflation, unemployment, and GDP growth, Jason provides a comprehensive reflection on a remarkable year for both the stock market and the econom…

1
The Art Of Price Action Trading 1:25:12

4M ago1:25:12

1:25:12

In this session, we'll dive deep into understanding how price action works. We'll look at Price Action and Mean Reversion, the two types of currency trading strategies, and explain how they can be combined and successfully applied to your trading. • What is Price Action? • What is Mean Reversion? • What are price action and mean reversion strategie…

1
Swing Trading Strategies 58:38

4M ago58:38

58:38

Today's webinar will explore various ways to utilize Swing Trading, offering insights into its flexibility and effectiveness for different trading strategies. The webinar will cover the following: • The current and upcoming swing • Swing trading strategies • Benefits and risk of swing trading Disclaimer: This material is provided as a general marke…

1
Forex Trading for Beginners 1:11:27

4M ago1:11:27

1:11:27

Join our webinar to learn the basics of trading! Whether you're a beginner or looking to refresh your skills, we'll cover key concepts, terminologies, and elements of trading to help you navigate the trading world with confidence. The webinar will cover the following: •How do CFDs and Trading Markets Work •Key characteristics of popular assets •Mai…

1
Improve Your Trading Psychology 1:02:23

4M ago1:02:23

1:02:23

Master your mindset to achieve consistent trading performance. Learn strategies to overcome emotions, build discipline, and trade with confidence. Today’s webinar will cover: •How to avoid bad habits triggered by emotions while trading. •Simple techniques to improve trading psychology. •How professional traders avoid stressful trading. 'Disclaimer:…

1
Range Trading 1:10:45

5M ago1:10:45

1:10:45

Range trading focuses on navigating markets that move within a specific price range rather than following a clear trend. In this webinar, we’ll explore the fundamentals of range trading, drawing inspiration from experts like Linda Bradford Raschke and Paul Tudor Jones, who have mastered this skill. Key topics include: •Essential indicators and stra…

1
How to Review Your Strategies 59:29

5M ago59:29

59:29

Sometimes a strategy underperforms or fails to meet expectations. In this webinar, we will explore how to review, adjust, and improve your trading strategies for improved potential. Today’s webinar will cover: How to review your strategy How to find weaknesses within your strategy What changes you can make Disclaimer: This material is provided as a…

1
Mastering Tough Markets! 1:16:54

5M ago1:16:54

1:16:54

Sometimes the financial markets can be tough when the market is not trending or when trends become highly volatile. Today’s webinar will cover: Trading techniques for a trendless market How to deal with volatile trends How to amend your strategy to suit the current market conditions. Disclaimer: This material is provided as a general marketing comm…

1
The Golden Rules of Trading 58:59

5M ago58:59

58:59

Trading can be rewarding, but it also comes with risks. Being prepared and building a strong foundation is key. Join Andria in this webinar to learn a clear and balanced approach to trading. We’ll cover important topics, including: •The basics of trading •Key principles every trader should know •How to manage emotions and stay disciplined Disclaime…

1
Trading the News Effectively 1:37:18

5M ago1:37:18

1:37:18

Learn what you need to know about trading the news in this focused session with our forex researcher, Andria. Get all your questions answered about the two basic market types, how to decide what news to trade and more as he discusses: •Price action vs. mean reversion in news trading •How to effectively trade the news •Common pitfalls in news tradin…

1
Money Management for Traders 1:15:13

5M ago1:15:13

1:15:13

Proper money management is crucial for long-term success in trading, and in this session, you'll learn how to protect your capital while exploring your trading potential. Michalis will cover techniques to help you develop a robust money management plan. Key topics include: •Price Action vs. Mean Reversion in risk management •How to set risk levels …

1
EURUSD Live Analysis for Beginners 50:33

5M ago50:33

50:33

In this webinar, you will gain insights into the factors influencing EURUSD movements, learn how to interpret live charts, and understand key technical and fundamental analysis concepts. Our expert will guide you through real-time market scenarios, helping you build confidence in analyzing currency pairs. Key topics include: • Understanding the bas…

1
Are Multi-Year Guaranteed Annuities a Smart Choice in a Rising Rate Market? 16:51

6M ago16:51

16:51

Welcome back to the Dollar Wise Podcast. In this episode, Jason Gabrieli, a certified financial planner at HFM Investment Advisors, discusses the increasing interest in multi-year guaranteed annuities as interest rates rise. With more clients and insurance agents inquiring about these products, Jason dives into the pros and cons, potential pitfalls…

1
Election Concerns and Investing... Mix at Your Own Risk 15:34

7M ago15:34

15:34

Welcome to this episode of the Dollar Wise Podcast. In this episode, Jason Gabrieli discusses the growing concern around election outcomes and their potential impact on investments. With the media heightening fear and uncertainty, Jason offers insight into why emotions can mislead investors and how focusing on long-term goals is essential. He also …

1
How to Save Taxes While Making an Impact 18:45

8M ago18:45

18:45

Welcome back to the Dollar Wise Podcast. Jason Gabrieli is joined by Andrew Barnhardt from the HFM team as they explore tax strategies related to charitable giving, focusing on the benefits of Qualified Charitable Distributions (QCDs) from IRAs. The discussion covers how changes in the tax code impact charitable deductions, who can benefit from QCD…

1
Beyond the Will, How to Make A Difficult Time Easier on Those Left Behind 23:11

10M ago23:11

23:11

Welcome back to the Dollar Wise Podcast. In this episode, Jason Gabrieli is joined by Brittany Tedesco from Bratton Law Group to discuss the essential steps and considerations when dealing with the death of a loved one. The conversation covers the importance of having a will, the difference between probate and non-probate assets, and practical advi…

1
From Grief to Relief: Saving on Taxes After Saying Goodbye 28:26

11M ago28:26

28:26

Welcome back to the Dollar Wise Podcast. In this episode, Jason Gabrieli and guest Brian Masessa, CPA from Premier Accounting Services, delve into the financial complexities that arise when a loved one passes away. They discuss the essential steps executors must take, the intricacies of probate, and the importance of proper documentation. Brian exp…

1
Smart Not Spoiled: Raising Financially Savvy Kids 17:46

11M ago17:46

17:46

In this episode of the Dollar Wise Podcast, host Jason Gabrieli is joined by Chad Willardson, president and founder of Pacific Capital, bestselling author, and co-founder of GravyStack. Chad shares his journey of teaching financial literacy to children, inspired by his experiences as a father of five. He discusses the development of GravyStack, an …

1
The Key To Retiring Earlier May Not Be Saving More 14:43

12M ago14:43

14:43

Welcome back to the Dollar Wise Podcast. In this episode, Jason Gabrieli and Catherine Allen-Carlozo, both CERTIFIED FINANCIAL PLANNERS at HFM Investment Advisors, discuss the most loaded question they encounter: "How much do I need to retire?" This discussion unpacks the factors that influence the answer to this question, highlighting personal spe…

1
Don’t Let 5% Savings Accounts Distract You From Investing for the Long Term 17:22

12M ago17:22

17:22

Welcome back to the Dollar Wise Podcast. In this episode, Jason Gabrielli, a certified financial planner, discusses the current trend of keeping money in cash. With high-yield savings accounts offering around 5%, many investors are unsure whether to invest or leave their money in cash. Jason highlights the importance of understanding historical ret…

1
Unlock the True Potential of Your 401(k) Savings 16:00

1y ago16:00

16:00

Jason Gabrieli and Tyler Reedman, both CERTIFIED FINANCIAL PLANNERS at HFM Investment Advisors, dispel common misconceptions about 401(k) contributions. They dissect the difference between matching the employer’s contribution and maxing out a 401(k). They discuss contribution limits and strategies to increase contributions incrementally so you can …

1
Affording Retirement in New Jersey: Tax Benefits and Programs for Seniors 13:30

1y ago13:30

13:30

When you retire, do you want to stay in New Jersey? Jason delves into the common concerns about retiring in New Jersey, such as the state’s reputation for high taxes and living costs. He also covers recent changes and programs like the Senior Tax Freeze and the Stay NJ program that make New Jersey a more appealing retirement destination. Lastly, he…

1
Charge Up Your Savings: Home Improvement and EV Tax Credit Overview 12:58

1y ago12:58

12:58

Home improvements, purchasing electric vehicles, and installing a qualified vehicle refueling and recharging apparatus at your home could entitle you to a tax credit. Jason reviews the different types of credits, their requirements, and the importance of consulting a tax advisor to optimize these opportunities to integrate them into your financial …

1
HSA Strategies: Unlocking the Full Benefits of Your Health Savings Account 8:06

1y ago8:06

8:06

Are you enrolled in a Health Savings Account? (HSA) In addition to being used for immediate medical expenses, it provides tax advantages and can be used as an additional retirement tool. Jason reviews the requirements for an HSA, such as enrolling in a high-deductible health plan and the potential to invest contributions for long-term growth. He al…

1
2024 FAFSA Updates: Navigating Changes in College Funding for Families 12:13

1y ago12:13

12:13

This year, students and their families will notice significant changes to the Free Application for Federal Student Aid (FAFSA) process. We'll review these changes and how they can impact families navigating college funding. Key topics include the reporting of student income, business and farm assets, retirement plan contributions, and the implicati…

1
Bitcoin ETF, Where Does It Fit Into Your Investments? 13:56

1+ y ago13:56

13:56

Bitcoin has made a comeback in the last few weeks with the SEC's recent approval of Bitcoin ETFs. So, what does this mean for investors? Jason explains the implications of the Bitcoin ETFs, their accessibility for average investors, and the impact of this development on the value of Bitcoin while evaluating the risks regarding your investment strat…

1
Navigating the New Normal: A 2023 Economic Overview 13:28

1+ y ago13:28

13:28

So, how did 2023 end up? According to the news or social media, the economy and the average person are worse off than ever. In this episode, Jason and Catherine refute that notion with real-world data and examples, and provide a balanced perspective on current economic conditions, including inflation, the GDP, and the growth of personal net worth i…

1
Should You Invest in AI Stocks? 14:53

1+ y ago14:53

14:53

Welcome to a festive edition of the Dollar Wise podcast! Jason Gabrieli and Catherine Allen-Carlozo, both Certified Financial Planners at HFM Investment Advisors, delve into the latest world of Artificial Intelligence (AI)stocks. Tune in to hear them discuss the recent trends of investing in AI and the massive influx of AI-related companies. You wi…

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HFM Podcasts

Podcasts Worth a Listen