A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.
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Investment Advisor Podcasts
Financial talk radio veteran, Don McDonald and former host of Serious Money on PBS, Tom Cock, join forces to talk about real money issues. In each episode, they solve real money problems, dole out real investing (not speculating) advice, and really explain the financial issues that effect all of us. Plus, it's actually fun! Talking Real Money is a podcast designed to provide the real help we all need to enjoy a really great future. Call in with your questions anytime at 855-935-TALK (8255).
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Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.
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A podcast specifically focused on helping every person live their ideal life by helping them make better decisions around their finances, relationships, and life.
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The FutureProof Advisor is built to help financial advisors unlock their full potential—not just by growing their business, but by becoming the best version of themselves and their firms. Through deep industry insights, real-world strategies, and personal transformation, FutureProof Advisor is your path to doubling your business and building a legacy.
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Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
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A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com
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An insightful and lively podcast that gives you access to ideas and insight from a range of market experts from Manulife Investment Management.(Intended for Advisor Use Only)
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Welcome to the Wealth Management Invest Podcast. David Bodamer delves into the strategic insights of financial advisors and Chief Investment Officers (CIOs) from leading RIAs, including the increasing adoption of alternative investments to enhance the conventional 60/40 portfolio. Episodes showcase engaging discussions with top asset managers, shedding light on the ever-evolving landscape of private investment offerings, cutting-edge technology, and the latest developments in traditional ETF ...
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Welcome! Our podcast offers a streamlined approach to holistic wealth management, combining tax, investment, and advisory services under one roof. We understand that with more wealth comes the need for smarter decisions, not just for now but for the future. Our expertise covers a broad spectrum, including investment management, tax optimization, and retirement planning utilizing The Bucket Plan financial system. Financial planning and investment advisory services offered through Prosperity C ...
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Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question you want us to answer on the show? Head to Jillonmoney.com and click the "Conta ...
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The Standard Deviations podcast is a weekly production that looks at money, mind and meaning, all through a psychological lens. Each week, psychologist and New York Times bestselling author Dr. Daniel Crosby interviews a fascinating new guest, experts in everything from finance to literature to wellness. Each guest provides listeners with three concrete ways to apply what was learned that week, ensuring that weekly listening becomes part of a path to a richer life. Episodes are brief, resear ...
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Join attorneys Sarah Florer and Roland Roland Wiederaenders as they navigate through the maze of market jargon and reveal the secrets of diversifying your portfolio. Whether you're a seasoned investor or taking your first step toward financial freedom, we empower you with the knowledge and insights you need to thrive in the dynamic landscape of alternative assets. Get ready to transform how you invest, inspiring a new way of thinking about your finances, and discover how to make your money w ...
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Schwab Network is brought to you by Charles Schwab Media Productions Company (CSMPC), a subsidiary of The Charles Schwab Corporation and not a financial advisor, registered investment advisor, broker, or futures commission merchant. THE SCHWAB NETWORK SITE, CONTENT, APPS, and RELATED SERVICES, ARE ON AN “AS IS” AND “AS AVAILABLE” BASIS, WITHOUT WARRANTIES. Not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be ...
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Real Estate Investors, Stock Traders, and Business Owners guide to preserve their wealth, protect their assets, and prosper in the future.
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The Investing for Beginners Podcast - Your Path to Financial Freedom
By Andrew Sather and Dave Ahern | Stock Market Guide to Buying Stocks like
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We make the complicated stock market simple. We show you how to take advantage of the emotions in the market with lessons from successful strategies such as value investing and dividend growth investing, with a few elements of growth investing and trend following.
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ClearBridge Investments is a global investment manager specializing in growth and value equities and listed infrastructure with $176.6 billion in AUM as of December 31, 2023.
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A bite sized discussion on timely financial news and investment topics, to help you maximize your net worth and wealth for the next generation with Justin Dyer and Mena Hanna of AWM Capital.
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Invest for a Sustainable Future
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Trust. Respect. Results (847) 749-2295 / [email protected]
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Managing Your Practice is dedicated to providing financial professionals with best practices in key areas such as driving growth, business efficiency, and the client experience. Dimensional Fund Advisors delivers insights based on our history of industry-leading financial advisor benchmark studies and client surveys. We help advisors leverage those insights when making the critical business decisions successful firms face every day. The information is provided in good faith without any warra ...
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Thoughts and interviews from the financial advice industry!
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Insight, market updates and wisdom from America's leading commercial real estate mentors, including Peter Harris, the author of the book Commercial Real Estate Investing for Dummies.
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Invest for a Sustainable Future
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Join Jordan Haines, CFP® and financial vitals specialist at Elements to explore strategies, principles and frameworks to increase the pace of delivering financial advice to people.
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The Financial Advisor Marketing Playbook is a podcast/video series for high-performing financial planning professionals that are committed to improving their craft, helping their clients, and growing their business. Hosted by Mark Mersman, this series contains a wide variety of content – from quick win ideas to long-form interviews, each episode provides actionable marketing ideas and insights that can be implemented easily into your practice. From digital marketing to traditional direct-res ...
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Weekly market insights and commentary on some of today’s most pressing topics from Bedell Frazier Investment Counselling - a Bay Area Registered Investment Advisor specializing in investment management and financial planning.
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Join host Shana Orczyk Sissel, Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative investments to add value in their investment portfolios.
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Each episode is packed with concise tips, strategies, research, methodologies, case studies, and ideas to help you safely and effectively grow your wealth. Stuart Wemyss, a qualified financial advisor, accountant, tax agent, and licensed mortgage broker, delivers holistic advice. With four authored books, including "Investopoly" and "Rules of the Lending Game," Stuart shares his insights through a weekly blog, which is replicated on this podcast.
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A podcast for angels, by angels. Hosted by Dr. Tom Duening, founder of the International Collegiate Angels Network (ICAN). This show dives into real early-stage deals, unpacks the logic behind great investments, and features founders of high-potential Campus-Born Ventures. Each episode explores market opportunity, investor strategy, and the key question behind every check: Why should I invest? *Disclaimer The content presented in the “Why Should I Invest?” podcast is for informational and ed ...
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As a financial advisor, you’re working in a crowded market, and to be successful, you need to differentiate yourself from the competition. How do you do that? How do you rise above the noise and deliver success for your clients and your business? And, how do you do that when your time is already taxed? That’s where The Future-Ready Advisor comes in. Host Sam Sivarajan talks with investment experts and top advisors to explore the pain points that financial advisors face, the pain points that ...
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Insights on investing, legacy, and the life well-lived from Andrew Flattery and Flattery Wealth Management, LLC. www.gentlemanspeculator.com
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This podcast is for financial advisors who want to build resilience in their business and personal life. Each episode brings the best ideas, systems and strategies of the industries top performers. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business. Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and ot ...
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Venture Europe: Entrepreneurship | Technology | Venture Capital | Eu/Acc
Calin Fabri | Entrepreneur | Advisor
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personal conversations with the entrepreneurs and investors creating a future worth getting excited about
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Financial and retirement guidance from CERTIFIED FINANCIAL PLANNER™ professional Wade Chessman, President, Wealth Advisor of Chessman Wealth Strategies in the Dallas, Texas area. Wade is the author of Giving Transforms You and hosts this podcast to help you better prepare for your financial future and to retire with financial confidence. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partne ...
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Why is personal finance so complicated? The internet is flooded with personal finance “experts” sharing short-sighted, error-prone advice. But long-term financial success requires thoughtful, patient, and well-researched strategies. Hosted by Jesse Cramer, a former aerospace engineer turned fiduciary financial advisor in Rochester, NY, Personal Finance for Long-Term Investors simplifies complex financial topics. With relatable stories, in-depth research, and practical tips, Jesse helps you m ...
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Cody Garrett, CFP® and a generous group of financial planners share their unique expertise and experience with educational conversations and deep dives. Watch the full conversations, receive CFP Board Experience and CE hours, and learn more about Measure Twice Planners membership at MeasureTwicePlanners.com!
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You can afford anything, but not everything. We make daily decisions about how to spend money, time, energy, focus and attention – and ultimately, our life. How do we make smarter decisions? How do we think from first principles? On the surface, Afford Anything seems like a podcast about money and investing. But under the hood, this is a show about how to think critically, recognize our behavioral blind spots, and make smarter choices. We’re into the psychology of money, and we love metacogn ...
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Straight talk about retirement, investments and your money. The Get Ready for the Future Show is Arkansas’ longest running and most listened to financial talk show.
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Hello, and welcome to Simple, but Not Easy, where we turn complicated financial developments into actionable ideas. This is a podcast from Morningstar’s Wealth Group, where we equip financial advisors with our best ideas to remove friction and help clients achieve goals.
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Discover the power of purpose-driven financial advice. In this podcast, Dennis Morton and Katie Brown take a step back from their day-to-day advisor duties to discuss the meaningful decisions families make about money. Sometimes they agree...and sometimes they don't. But they both believe that it's not just about the dollars and cents. It's about discovering the "why" behind financial choices and living a life that is rich in more ways than one. Join Dennis and Katie as they explore the worl ...
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The Fire Your Financial Advisor Podcast by Golden Reserve is for every-day retirees. We challenge financial advisors and the fees the trillion-dollar industry takes from your hard-earned savings. Join us each week for straight shooting, honest insights on protecting your assets from taxes, market risk, fees and long-term care. We'll also challenge financial advisors and the fees the trillion-dollar industry takes from your hard-earned savings. Subscribe or follow so you never miss an episode ...
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A free financial markets podcast hosted weekly by Independent Registered Investment Advisors Mark McEvily & Matt Jessup. Mark & Matt discuss their perspective on stocks, trade-able securities, the economy and financial planning. All commentary on this podcast is objective and independent. Mark & Matt strive to make sense of the challenging world of finance by providing understandable commentary to the general public. Mark and Matt are Managing Partners at Jessup Wealth Management. Address: 3 ...
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Insight and analysis on investment markets and issues affecting your whole financial world.
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Financial Podcast featuring Mr. Keith Lanton, President. Every week Keith enlightens his audience with intuitive insights, personal development, and current market commentary. Disclosures: https://www.heroldlantern.com/disclosure -Press interviews or commentaries, please contact Keith or Sal Favarolo at 631-454-2000 | CREDITS: Sophie Cohen - Disclaimer | Alan Eppers - Introduction - Closing | Sal Favarolo - Producer, Sound, Editing, Artwork **For informational and educational purposes only, ...
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Do you want to be a $50 million producer by this time next year?! Look no further than The Elevated Advisor Podcast, your ultimate resource for taking your financial advisory business to new heights! This dynamic podcast is packed with expert insights and proven strategies to help you boost your success, expand your client base, and stay ahead of the game in the fast-paced world of wealth management. Each episode delivers cutting-edge ideas and practical tips on topics like sales and marketi ...
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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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My name is Tim Nash, and I’m on a mission to help a million people put their money where their values are. Over the last 15 years, I’ve helped thousands of people build a new relationship with money and take practical steps to align it with their values. Listen, managing your finances can feel icky, with lots of negative emotions like guilt and shame. But it doesn’t have to! There’s a whole amazing world of social finance and cooperative banking that puts people and planet above profit and I ...
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Is 2008 Still Affecting Your Investment Decisions? | How Much Should You Have in Your Cash Account? | How Much Will Politics Affect Your Retirement Accounts?
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On this episode: Moving on from the scarring of the 2008 financial crisis. Where is your comfort zone with cash, and what should that account be used for? Retirement laws are constantly changing. How do you stay ahead? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTu…
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Digital Advice in 2025: What You Need to Know About Robo-Advisors
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Lan Tran, manager research analyst for Morningstar Research Services, discusses the benefits and limitations of digital investment advice. Plus, a look at the best and worst robo-advisors of 2025. 00:40 What Is a Robo-Advisor? 01:20 Robo-Advisors vs. Traditional Advisors 03:02 Who Should Use a Robo-Advisor? 04:02 Benefits of Digital Investment Advi…
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Rewey: Rotation into Small and Mid Caps in 2H25
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Chip Rewey thinks the market “needs” the “imperfect” ‘Big Beautiful Bill’ to pass. Looking at defense and Boeing (BA), he notes that it is still struggling to meet demand despite its accident record. He also thinks there is opportunity in the financials sector and in semiconductors. For the back half of the year, he expects a healthy economy and a …
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META's A.I. Revenue Potential Boosts Bullish Optimism from Analysts
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12:12
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Meta Platforms (META) continues to ride on bullish optimism, this time from UBS. The firm upped its price target to $812 from $683 on expectations Meta can deliver long-term A.I. revenue opportunity. George Tsilis talks about how the company's first quarter earnings set those expectations and what he expects from Meta ahead. Joe Tigay later joins a…
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Expectations 'Really Low' for NKE Earnings, Offers Slam Dunk Potential
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Nike (NKE) seeks a rebound in its after-hour earnings, and Zach Warring sees the company muscling a beat. He believes the stock can get back to $80 with "negativity priced in" ahead of the report. Zach notes rising competition in companies like ON Holding (ONON) but believes Nike will continue to draw in consumers. Tom White offers a bearish and bu…
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TSLA Price Targets Hike, TTD Downgrade, MKC Beats
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7:30
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From tech to consumer staples, Diane King Hall talks about the stock movers driving the start of the trading day. On Tesla (TSLA), she notes Benchmark upping its price target on expectations of improving macro conditions. The same can't be said for the Trade Desk (TTD), which got a downgrade from Wells Fargo. Diane later talks about the rally in Mc…
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VIX Treads Lower on SPX Path to All-Time High
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Volatility continues to slide lower and the SPX signals a green session that could lead to all-time highs for the index. Kevin Green talks about the technicals investors should watch in today's trading action, which includes a lower VIX that opens the door for hedging activity. He later turns to copper's rally kicking off the session. ======== Schw…
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Bakosova on Making the ‘Biggest Bets’ When Market is ‘Most Irrational’
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Petra Bakosova celebrates 10 years of Hull Tactical and gives her perspective on the market. She thinks that there are a lot of conflicting signals in the market, with jobless claims and GDP implying different directions for the economy. “Our core belief is that it’s really important to be invested in the S&P 500,” she says, which then skews heavil…
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MU Recovery Shows Steady A.I. Demand, AAPL Price Target Cut
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Jenny Horne turned to the A.I. trade ahead of the opening bell. The big winner: Micron (MU), which posted strong earnings and guidance that shows ample DRAM and A.I. chip demand. Jenny talks about what the company's print signals for other chipmakers, including Nvidia (NVDA). Meanwhile, Apple (AAPL) got a price target cut from JPMorgan despite the …
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Market "Euphoria:" All-Time Highs in Sight, FOMC Signals Rate Cuts
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10:22
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The NDX hit a new all-time high Tuesday, and now Kevin Hincks is watching the SPX to see if the benchmark index reaches the same feat. However, valuations getting pricey and stocks coming off a massive rally pose a challenge. On the Fed, Kevin talks about the signs speakers have given that point to future interest rate cuts and offers insight to th…
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JPMorgan cut its price target on Apple (AAPL) to $230 from $240 and moderated its demand forecasts for the iPhone 17 series. Rick Ducat points to current technical patterns forming on Apple's chart and focuses on resistance, support and peak trading volume areas for the iPhone maker. Later, Tom White composes an example options trade using a neutra…
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Swartz: Expectations Low for NKE Earnings This Quarter, Guidance More Important
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David Swartz says this will probably be a very difficult quarter for Nike (NKE) as the company looks to turn things around under a new CEO. He says "we haven't really heard anything yet" about tariffs impacting Nike's business, but does say most of its production comes from Southeast Asia. David believes the biggest issues aren't tariffs, but inste…
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Jenna Stauffer (@JennaStaufferkeywest) examines the real estate reality facing many homebuyers right now: elevated mortgage rates, higher insurance, higher taxes and weakened consumer confidence. She says a lot of buyers are "moving forward with caution" and "taking their time" before making any moves. She says high home prices are actually helping…
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Jordan talks about a trend in the industry being implemented across advisory firms: Value Adds. He dives into why value adds may not actually add value to client relationships and steps advisors can take to ensure value adds actually add value.By Elements
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The Trade Desk (TTD) starts the day with a downgrade. Wells Fargo cut the stock to an equal weight rating with a price target of $68 down from $74. Kevin Horner says the daily chart has not looked great so far in 2025, but indicates the $56 level has been a big area of short run support. Kevin then brings in a much longer timeframe, looking at the …
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Trump's Considering Powell Replacements, Equities Edge Higher
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9:09
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Kevin Green says economic data this week could give bulls further fuel to run higher. He points out the PCE data on Friday being a potential catalyst for the S&P 500 (SPX) to make new all-time highs, but highlight that S&P 500 futures are already hitting highs. Later, he discusses the reports that President Trump is considering replacement picks fo…
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Micron (MU) shares are on the move after a top & bottom-line earnings beat. Meanwhile, Nvidia (NVDA) notches another new all-time high. And, McCormick (MKC) jumps after better-than-expected earnings. Diane King Hall runs through Thursday's early market movers. ======== Schwab Network ======== Empowering every investor and trader, every market day. …
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Comfort feels safe—but in a fast-changing world, it can quietly become your firm’s biggest threat. In this episode of The FutureProof Advisor, I explore why individuals and organizations naturally resist change, and how our biology—particularly our brain’s preference for predictability and aversion to loss—can unconsciously keep us clinging to outd…
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Is Now a Good Time to Buy Rental Property?
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In this episode, Anderson Business Advisors host Clint Coons, Esq., sits down with long-time client and real estate investor Tarl Yarber to discuss whether now is the right time to invest in real estate. Tarl, a "recovering house flipper" who has completed over 650 flips, shares his journey from wholesaling in 2005 to becoming a full-time investor …
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My husband hates his job, and has hated it for years. Can he get a lower paying job earning about half of what he does now, but still keep us on track for retirement at age 55. Have a money question? Email us here Subscribe to Jill on Money LIVE…
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Dr. Daniel Crosby - Rolling With Resistance
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11:47
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Tune in to hear: What did author Steven Pressfield have to say about resistance? What are “circular techniques” in Martial Arts and what can they teach us about the power of rolling with resistance? What was the “salt march” that Gandhi led and what does it illustrate about the power of resistance? What is the “Acceptance and Commitment Therapy” me…
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2 of the 5 Key Habits for Successful Stock Picking
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In this episode, Dave and Andrew explore essential habits for mastering the investment process, focusing on the critical aspects of managing risks and understanding valuation. They discuss the importance of avoiding significant losses, using examples like Warren Buffet's investment rules and historical stock market scenarios. They also delve into v…
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Stock Market Today: MU Shines, NVDA & MSFT All-Time High, TSLA Sales Plunge
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The NDX muscled its way to a new all-time high, but all other indices closed lower on the session. Tech led market strength that continued after hours with Micron's (MU) post-earnings rally. Nvidia (NVDA) and Microsoft (MSFT) climbed to new all-time highs, while Tesla (TSLA) closed as the clear laggard after European sales plunged. Sam Vadas takes …
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Nuclear Energy Surges: Big Tech Partnerships & Middle East Impact Drive Growth
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Tucker Perkins discusses nuclear energy's surge, A.I. demand, and the energy sector's future. He talks about the sector's growth drivers, including big tech's partnerships to power data centers and the impact of Middle East developments on energy prices. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscr…
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Micron (MU) soared after topping 3Q earnings estimates. The beat on both the top and bottom-line was overshadowed by guidance that "smashed" expectations, according to Kevin Green. The company reported all-time high DRAM revenue and a surge in data center revenue as well. Tom White says the sequential growth in its A.I. segment will be important to…
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Dot Ai (DAIC) CEO on IPO, Using A.I. Asset Tracking & Growth Outlook
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Ed Nabrotzky, CEO of Dot Ai (DAIC) joins Market on Close to talks about what his company does and why it recently debuted on the Nasdaq. As for Dot Ai's strategy, Ed talks about the "tremendous growth opportunities" he sees as the company grows in several industries. ======== Schwab Network ======== Empowering every investor and trader, every marke…
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Market "Complacency" on Trade Policy as July 9th Deadline Looms
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Charles Schwab's own Liz Ann Sonders urges investors to put trade policy and tariffs "back on the front pages." She warns of "complacency" among investors as the expected July 9th deadline for trade policy rapidly approaches. Liz Ann says the impact of updated trade policy will paint a clearer picture for companies to gauge future pricing power. ==…
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Crude Holding $65, U.S. Dollar Could be ‘Vulnerable to a Squeeze’
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6:46
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Dan Deming covers the commodities market. He thinks crude will hold the $65 level as long as the Strait of Hormuz isn’t closed, which would hurt Iran’s ally China. On Bitcoin, he says “each iteration of disruption” makes it more and more legitimate. For the U.S. dollar, he says pressure is still to the downside and it could be vulnerable to a squee…
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NVDA & Chips Lead SPX, Broader Stock Participation Slows
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Markets lost steam by the end of the trading session despite stocks like Nvidia (NVDA) and Microsoft (MSFT) closing at all-time highs. Kevin Green analyzes today's price action in the SPX to highlight what's driving the compression, which includes a downturn in volume. That said, Kevin sees bulls holding the momentum for now. ======== Schwab Networ…
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Lloyd: Federal Reserve ‘Disconnected’, We are in Deflationary Environment
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“I’m not at all concerned about inflationary pressures – I’m actually worried about the opposite.” Lucas Lloyd says we are in a deflationary environment because tariffs, higher oil prices, etc. hurt the economy, slowing growth. “I think the Federal Reserve is disconnected, and a little arrogant.” He thinks AI will displace jobs more than it creates…
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Nasdaq-100 Touches All-Time High, ‘Next Leg Up’ Comes from Earnings
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The Nasdaq-100 touched a new all-time high today. Kristy Akullian of Blackrock (BK) says the next leg up will be driven by earnings. She discusses how to position investment portfolios right now, looking to international and quality names. She also talks about her expectations for rate cuts but warns it’s a bit too early to set assumptions before s…
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“The market is enthralled with innovation,” John Wu argues. He compares stablecoins to the “oil” of the crypto market – the thing that supports the whole system. He thinks the GENIUS Act will “unlock a lot of utility” across the board. He explains what a stablecoin is and why players like MasterCard (MA) and Visa (V) “have to” embrace the technolog…
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Schein: NVDA & AMZN Remain Mag 7 Buys, Bullishness Will Persist
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8:52
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"No one would've guessed" markets would be where they are now, says Robert Schein when looking back to April's lows. He points to an expected interest rate cut from the Fed and tax cuts from Congress as bullish signals to watch for. Turning to his stock picks, he says Nvidia (NVDA) continues to "fire on all cylinders" as earnings and revenue grow. …
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Optimism for FedEx (FDX), Focus on Earnings Season
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“They are improving the bottom line,” Don Nesbitt says of FedEx (FDX) earnings. He looks at the company’s latest earnings report and gives his hopeful outlook for the future. Turning to markets and the Fed, he notes that interest rate levels impact market multiples and thinks we might have one or two cuts this year. However, his biggest focus is on…
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Looking Past the Headlines with Michael Bapis
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8:19
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Focus on the “resiliency of the economy, the resilience of markets, and earnings,” says Michael Bapis, not the latest news headlines. He likes healthcare, financials, and alternatives like private credit. He emphasizes the importance of having a long-term financial plan and sticking to it. He also discusses the factors he looks for before investing…
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PLTR a "Buy Right Here," More Critical Than "Every Single Defense Company"
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5:57
Palantir (PLTR) hit a new all-time high today, but that isn't stopping Larry Tentarelli from calling the stock a "buy right here." He sees the company's unique A.I. positioning giving it long-term tailwinds. Hilary Kramer makes the argument that Palantir is "more critical than every single defense company." ======== Schwab Network ======== Empoweri…
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NVDA Taps New All-Time High & A.I. Narrative's Swift Shift
5:35
5:35
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"The math just works" when it comes to Nvidia's (NVDA) growth, according to Loop Capital. An analyst with the firm raised its price target to $250 from $175 as the Mag 7 giant hit new all-time highs alongside the NDX. Diane King Hall analyzes the firm's recent note and turns to Nvidia's road ahead as A.I. reclaims the market narrative. However, Dia…
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UBER Nears All-Time High, Robotaxis & Waymo Partnership Driving Growth
7:24
7:24
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7:24
LikeFolio's Megan Brantley sees consumers changing their mindsets around Uber Technologies (UBER) and autonomous driving. She talks about ways the company capitalizes on its "captive audience" and how it can keep interest as robotaxi tech evolves. Megan later dives into Uber's partnership with Alphabet's (GOOGL) Waymo and the moat it creates for gr…
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Earnings Outlook, A.I. Demand Critical to Continue MU's Massive Rally
5:54
5:54
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5:54
Micron (MU) has recovered significantly alongside other chip stocks after tapping 2-year lows last April. Nick Raich says a "beat doesn't matter" in earnings, suggesting the company needs a raise and other strong indicators of A.I. growth for its rally to continue. Frances Stacy says that could come from demand in customers like Nvidia (NVDA) for M…
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Masturzo: New Fed Chair in 2026 Will Cut Rates Quickly
5:29
5:29
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Jim Masturzo spotlights the bond market. He thinks they’re “not a bad play,” expecting rate cuts this year to boost them and that equities are too expensive. He likes the medium area of the curve, around 5-7 years or longer. He’s betting that once a new Fed chairman is installed in 2026, there will be a series of quick rate cuts. “The tail risk is …
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Oracle (ORCL) can see another pop to the upside, according to TheoTrade's Don Kaufman. However, he says a "gamma squeeze" will only happen if the stock pushes above $220. Don leans bearish on his other two stocks. He explains why Walt Disney (DIS) investors may be "stuck in the middle with Mickey" and how Roblox's (RBLX) massive rally can come to a…
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Belanger ‘Stick to the Discipline’ and Markets Will ‘Take You From There’
6:36
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Ryan Belanger tells investors to “be patient” and explains how to tell the difference between short-term news and long-term. He argues that it always pays to buy the dips caused by geopolitical turmoil. He thinks the Fed’s “done a great job” but is in a “tricky situation.” He “can see a path to two rate cuts this year.” ======== Schwab Network ====…
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Don tackles the dangerous myth of “safe” high-yield investments, calling out misleading financial advice around covered call funds and non-traded real estate deals. He takes calls on 529 plans vs. UTMA, long-term care insurance pitfalls, robo-advisors for special needs planning, and a shady pitch for a fixed-indexed annuity disguised as a fiduciary…
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Are Robo Advisors Worth It Even With Tax Loss Harvesting and Direct Indexing?
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We examine how robo-advisors have evolved over the past decade to determine if their services justify the fees they charge. Topics covered include: How large are the top 5 robo-advisors Robo-advisor fees Robo-advisor holdings Why robo-advisors are turning toward direct indexing for tax loss harvesting How much excess return does tax loss harvesting…
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6 Questions to Know If You're Ready for Financial Independence
1:06:52
1:06:52
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Are you really ready to be financially independent? We share six powerful questions that help you zoom out and reflect on your life’s purpose, goals, and relationship with money. Whether you're dreaming big or stuck in the messy middle, this episode will help you gain clarity and confidence. Plus, we answer listener questions on HSAs, dividend inve…
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From $25M to $1.1B: Ari Taublieb on Building Root's Viral Growth Engine
49:49
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Ari Taublieb, Chief Growth Officer at Root Financial, joins The Advisor Journey to share how he helped scale the firm from $25 million to $1.1 billion in AUM, primarily through YouTube. Ari breaks down the playbook behind Root’s explosive organic growth, fueled by video content, community building, and a culture-first hiring model. He explains how …
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U.S. Nurses & Technicians Report Shows Cracks in Health Care
6:12
6:12
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Dr. Iman Abuzeid surveys the health care industry. She goes over the U.S. Nurses and Technicians Report her company published. Labor shortages continue in the sector, with 61% of technicians saying it directly impacts their work. 71% of survey respondents say they are not fairly compensated, and only 25% rate their mental health as “very good.” She…
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Midyear Outlook: Getting in Sequence by ClearBridge InvestmentsBy ClearBridge Investments
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TSLA "Tug of War" in Robotaxi & EVs as European Sales Plunge
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Tesla (TSLA) continues to struggle in Europe, where sales slid 28% in May and fell 41% year-over-year. Sam Vadas takes a closer look at the sales plunge, which she says comes in part from consumers seeking cheaper competitors, especially from China. As for its robotaxi, Sam notes the "tug of war" it will face between drivers and regulators. Prosper…
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MU Doubles in One Quarter: Can it Rally on Earnings?
11:15
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Micron (MU) hit $61 at its year-low last April. As of Wednesday morning, the stock traded above $125. Dan Morgan understands why, pointing to the company's cyclical prowess as A.I. demand persists in companies like Nvidia (NVDA). While he sees that momentum continuing, Dan is worried valuations will catch up to Micron. Tom White offers multiple exa…
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