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
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.
6.9.17 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
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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
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