Left Brain Thinking: Retirement and Wealth Strategy for Executives
by Left Brain Wealth Management | Noland Langford & Brian Dress
Latest episode
How Much Income Can a $5M Portfolio Generate?
How Much Income Can a $5M Portfolio Generate?
About this podcast
Left Brain Thinking highlights the securities analysis of Left Brain Wealth Management and the logical approach that the firm brings to creative investment ideas. Each week, you'll get Left Brain's take on specific stocks and bonds. Tune in to experience the disciplined decision-making and independent thinking that powers the firm's search for profitable investment opportunities.
Episodes
The newest 20 of 99 episodes
- How Much Income Can a $5M Portfolio Generate? · 30 minI'll come right out and say it: net worth is the wrong number to obsess over. If you have a $5 million portfolio and need $120,000 a year from it, that's a 2.4% annual cash flow…
- Can You Retire at 50 with $5 Million? · 31 minCan you retire at 50 with $5 million? One person can. Another person with the exact same $5 million isn't close, because the number was never the point. The spending rate behind…
- Is AI a Bubble? Plus the Hidden Concentration Risk Inside Your Index Fund · 36 minIn this episode, Left Brain Wealth Management Founder & CIO Noland Langford and Director of Research Brian Dress sit down for their Q2 2026 Investment Committee debrief. On the…
- What Executives Actually Need to Know About Their Equity Comp · 25 minBrian Dress and Noland Langford walk through everything executives need to know about their equity comp packages, from the basics of RSUs, stock options, and ESPP, to vest day…
- What Happens If You're Wrong? Managing Concentrated Company Stock | Fundamentals of Investing · 30 minIn this episode of Fundamentals of Investing, Brian Dress and Noland Langford tackle one of the most common (and most overlooked) financial challenges facing corporate…
- Your Stock Is Down. Here's What Executives Actually Do About It. · 36 minI n this episode, Left Brain Wealth Management CEO Noland Langford and Director of Research Brian Dress address one of the most painful and underserved situations in executive…
- The Diversification Trap Nobody Sees Coming · 26 minIf you work at a publicly traded company and receive any form of equity compensation, RSUs, stock options, ESPP, or deferred comp, this episode is for you. Brian Dress and Noland…
- Tax Planning for Executives Earning $300K+ · 25 minOnce income crosses $300K, taxes often become one of the largest controllable expenses. At that level, several things begin to change: • deductions phase out • equity…
- Is It Time to Stop Buying the Dip? · 30 minFor 15 years, buying the dip worked. That conditioning may now be a liability. Defensive sectors are leading. Growth multiples are compressing. For more than a decade, markets…
- Don't Just Take the Job, Evaluate the Equity Compensation! · 26 minExecutives often focus on salary when evaluating offers. But real wealth (and potentially real risk) usually lives in the equity package. In this episode, Brian Dress and Noland…
- Why Strong Earnings Aren't Lifting Stocks | Q3 2025 Earnings Breakdown · 27 minStrong results, soft reactions. In this month's Jarvis Update, CIO Noland Langford and Director of Research Brian Dress review Q3 earnings trends, consumer weakness, AI…
- Q3 Market Update 2025: Why the Bull Market Is Stronger Than You Think · 40 minAre we really in a bull market? Noland Langford and Brian Dress discuss sector winners, AI-driven growth, and the return of income opportunities in a falling-rate environment…
- Stop Letting Your Cash Sleep! Discover Predictable Income Strategies for HNW Investors · 54 minIf you're holding idle cash or searching for a way to replace a paycheck in retirement, this is your wake-up call. In this episode of Fundamentals of Investing, Left Brain Wealth…
- Overexposed to Company Stock? Don't Make These Mistakes! · 36 minAre you a corporate executive sitting on a growing pile of company stock, but unsure what your next steps should be? We've seen it happen far too many times: executives who build…
- Forget the Headlines: How Smart Money is Investing in 2025 · 42 minIn this episode, Left Brain Wealth Management's Brian Dress (Director of Research) and Noland Langford (CEO & CIO) take a level-headed look at the first half of 2025 and explore…
- How AI Is Rewriting the Rules of Software Investing | Insights from SaaStr 2025 · 18 minAre you a high net worth investor looking to stay ahead of the curve in the age of AI? Here's your inside track on how artificial intelligence is transforming enterprise…
- Is Your Portfolio Ready for 2025? Trends and Strategies for 2025; Jarvis® Update January 10, 2025 · 21 min0:00 Intro 1:20 Should You Make Changes Post-Election? 2:42 Topic 1: Preparing for a New Administration 5:20 Should You Be Looking at Financials? 8:34 Questioning International…
- Is "Too High, Too Fast" Really a Thing? Jarvis Update November 22, 2024 · 21 min0:00 Intro 0:56 Recapping the Year for the Market's Best Performers 2:28 How to Respond When Your Stocks are Up Significantly 3:59 Topic 1: Debunking "Too High, Too Fast" 13:39…
- The Election is Over -- What's Next? Jarvis Update November 8, 2024 · 16 min0:00 Intro 0:59 Market Update 3:29 Topic 1: Outlook for New Administration Policy 8:09 Topic 2: Investment Opportunities in the New Administration 11:27 BKLN -- Another Income…
- How Could This Election Impact Your Portfolio? Jarvis Update October 25, 2024 · 20 min0:00 Intro 0:53 A Look Back at the Year to Date 3:52 Topic 1: Investing Around the US Election 7:49 Topic 2: Earnings Season in Full Swing 13:01 Topic 3: BONUS -- Income…
