Sage Planning Solutions
de Sage Planning Solutions
Dernier épisode
Shredding Market Narratives with Math.
Shredding Market Narratives with Math.
À propos de ce podcast
Welcome to Sage Planning Solutions your go-to podcast for demystifying the complex world of financial markets, investing, and risk management. Join us as we embark on a journey to unravel the mysteries of financial planning.
In each episode, our hosts will walk you through the intricacies of investing and share practical tips on risk management.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC
Épisodes
Les 20 épisodes les plus récents sur 25
- Shredding Market Narratives with Math. · 39 minEpisode Description: Shredding Market Narratives The headlines say one thing. The market does another. In this episode, we break down the disconnect between price action and…
- Market dynamics, real estate trends, and investment strategies with focus on global economic shifts and generational wealth transfer. · 1 h 9 minIn this episode, with Senior Portfolio Manager David Cox from Raymond James Ltd., we have a discussion about international conferences, market dynamics, real estate trends, and…
- S&P 500 or S&P 7? Rethinking Diversification · 39 minIn this episode, I sit down once again with returning guest Portfolio Manager James Abate, one of our most requested voices on markets and macro trends. We dive straight into…
- Noise & Knowledge: Bob Stein on Markets, Media & Global Issues · 37 minWhat do tariffs, market valuations, and the GDP tell us about how markets move? In this high-voltage episode, our guest Bob Stein breaks down policy moves, volatility trends, and…
- Keeping a Clear Mind Part 2 · 52 minThis is Part Two of our conversation on market volatility from April 7th, 2025, and the emotional toll it can take on even the most seasoned investors. What a difference a month…
- Keeping a clear mind in the middle of chaos. · 44 minWe recorded this on 04/07/2025 @9 PM PST. In this episode, we address the current volatility shaking the stock market—driven in part by ongoing tariffs and global economic…
- Bob Stein - 2025 Outlook: Elections, Economy, and Global Risks. · 36 minIn this episode with Bob Stein, recorded in December 2024, we analyze the latest election results and their implications for policy shifts that could significantly impact…
- Estate Essentials: Clearing the Confusion with Julie Ann Soward, ESQ. & LL.M – TAX · 40 minIn this episode, we welcome special guest Julie Ann Soward, a seasoned estate law and tax expert. Together, we dive into the critical yet often misunderstood world of estate…
- Market Moves: A conversation with Portfolio Manager David Cox · 59 minPodcast Description for Spotify: Join us for an insightful discussion with Portfolio Manager David Cox - CMT, CFA.“David Cox – CMT, CFA, Portfolio Manager at Financially INsync…
- Beyond Bull Markets and Recession Rumors: A Deep Dive into Today's Market Trends with Dr. Mike. · 60 minIn this much-anticipated conversation with Dr. Mike, we talk about pressing market concerns impacting clients and investors alike. From the ongoing strength of the current bull…
- The Reverse Carry Trade with Michael Gayed. · 37 minIn this episode, we have Michael Gayed creator of the Lead-Lag Report and Portfolio Manager. We discuss the reverse carry trade, and its implications on global equity markets…
- Navigating Market Challenges with James Abate: Election Impact, De-Dollarization, and the Mag 7 Stocks · 59 minin this episode, we interview James Abate, a portfoliomanager, about his background and career in finance. James discusses his experience in valuation services and corporate…
- An exciting conversation with Mr. Mark Zinder. · 52 minIn this special episode, we are thrilled to welcome Mark Zinder, a dynamic speaker and consultant known for his electrifying, rapid-fire presentations. Mark's journey from…
- Conversation with Deputy Chief Economist Bob Stein. · 36 minWelcome to "Sage Planning Solutions Podcast” Join us as we dive into the intricate world of economic policy and financial markets with our expert host, who brings a wealth of…
- Digital Estate Planning · 60 minWelcome to Sage Planning Solutions Podcast. Join our hosts and Alessandro Chesser, CEO of GetDynasty, as we explore a wide range of topics, including wills, trusts, probate, tax…
- Boomerang Kids · 27 minIn this episode of Sage Planning Solutions, we discuss "Boomerang Kids". Young adults who leave home for college or work only to return home in the future.
- Unraveling the Mystery of 401Ks · 31 minIn this episode, we delve into the world of 401Ks. Join us as we demystify the intricacies of retirement planning, exploring how 401Ks work, their benefits, potential pitfalls…
- The Investment Policy Statement (IPS). · 40 minIn this episode, we delve into the often overlooked but crucial aspect of personal finance: the Investment Policy Statement (IPS). Dominick, Pat, and Brad guide listeners through…
- Distribution Phase. · 40 minIn this episode, we delve into the often overlooked but crucial stage of the financial planning lifecycle: distribution. As you transition from accumulation to distribution, it's…
- Preservation Phase · 35 minWelcome to the Sage Planning Solutions Podcast. In episode two of this three-part series, we delve into the intriguing world of preservation and its profound impact on various…
