Radio show archives

Mastering Your Wealth® show archives:

Enjoy some of our popular show archives! If you would like more information on our firm or on how to be a sponsor or guest on our show, please give us a call at (561) 210-7887. If you have a question you would like answered on our show, please email [email protected]  Learn more at  MYW Home

8.24.18 Topic:  How to diversify with bonds. Estate planning basics.

 

 

8.17.18 Topic:  4 P’s to Financial Planning, retirement surveys, risk of DIY investing and investor behavior

8.10.18 Topic: Benchmark your portfolio. How does your brain make investment decisions. Top retirement road map numbers. 

 8.3.18 Topic:  Employer benefits and retirement.  What you don’t know about retirement. Design retirement income buckets.

 

 7.20.18 Topic:  Hiring the right financial advisor or Vet. Behavioral finance

 

 

 7.6.18 Markets, trade wars, homeostasis. Retirement red-zone, taking the leap, Age Wave, SMART goals.

 

 7.13.18 Top underestimated retirement expenses, digital planning. 3 Buckets for retirement income. 

 

6.29.18 Topic:  Forecasts and shark attacks, diet to money psychology.  Free lunches and your search for retirement income.

6.22.18 Topic: About our show, industry & life. Occam’s Razor. Important steps to get ready for retirement.

 

  5.4.18 Topic: Market Maxims, Sell in May, household income, retirement roadmap

4.20.18 Topic: 4.18.18 Financial planning basics, retirement income, rate hikes, bonds

3/30/18 Topic: 5 F’s of life, Fidelity Quiz, Market History, how to measure your risk tolerance 

3/23/18 Topic: Crashes, quants & algorithms, Robo-advisors & target dates,  why work with fee-based advisors, why consolidate accounts.

3/16/18 Topic: Designing retirement income for life, risks of DIY investing, robo-advisors 

2/16/18 Topic: Why work with us, investor mistakes, diversify with bonds, how to build “three tiers” of  retirement income

1/5/18 Topic: New Year’s financial resolutions, market update, basics of financial planning.

 12/1/17 Topic: Decoding the Tax Policies. Guest: Kevin O ‘Leary on the markets, O ‘Shares, Beanstox and legacy planning.

11/17/17 Topic: Top 5 reasons to work with a fee-based advisor.  Industry basics on hiring an advisor. Putting together an investment plan.

 

11/10/17 Topic: Investing. Guest: Jennifer Sommers, Realtor, Robin Sommers, Esq. on real estate basics, market outlook and what to look for when hiring a realtor.

10/20/17 Topic: IBM 50th Anniversary in Boca, Black Monday compared to today’s market, how to invest in a rising market. how to brace for a crash

 

9/29/17 Topic: Tax Policies. Guest: Dr. Micheal Finke PhD, CFP®, Dean at The American College on investing in today’s economy.

 

 

9/29/17 Guest: Professor  from the American College, Jamie Patrick Hopkins, JD, MBA, LLM, CLU®, ChFC®, CFP®, RICP® on retirement income planning.

 

9/22/17 Topic: Hiring an advisor.  Guest: Dr. David Kelly, Chief Global Strategist, J.P. Morgan Asset Management on market outlook.

 

 

9/1/17 Topic: Financial tips after a hurricane. Guest: Ryan Detrick, CMT, VP, LPL Financial on market outlook

 

8/18/17 Topic: Retirement Basics. Guest: Barbara Shore, Attorney on Estate planning

 

 

8/11/17 Topic:  Ulin on geopolitical risks of war, Policy risks in Washington, more.

 

 

7/14/17 Topic: Know your strategy. Guest: Tim Sanders, NY Times Best Selling Author 

 

 

 

7/7/17 Topic: Investing. Guest: Attorney Chris Gagic on Estate planning

 

 

6.30.17 Topic: Behavioral finance, investing and interest rates. Guest: Steven Widder, Regional Director, Eaton Vance

 

6.23.17 Topic: Investing for the long run: Guest: Dick Marston, Finance Professor, Wharton, U Penn. 

 

 

6.16.17 Topic: Tech wreck, bubbles. Fed. Guest: Burt White, CIO LPL Financial

 

 

 

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6.9.17 Topic: Trump dump, Sell in May, Dalbar Study. Guest: Aaron Gillman, CFA, CIO IFP

 

 

  6.2.17 Topic: Fiduciary standard, behavioral finance, markets. Guest: Louis Navellier

 

 

The opinions expressed on the radio show do not necessarily reflect the views of LPL Financial. The opinions are for general information only and are not intended to provide specific advice or recommendations for any individual.

To determine which investment(s) may be appropriate for you, consult your financial advisor and tax professional prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk

No investing strategy assures a profit or protects against a loss

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