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The Adviser You Can Talk To Podcast
24 minutes | Aug 10, 2022
Cash Is Back—How Can You Make the Most of It?
18 minutes | Jul 13, 2022
When, Why and How To Use Employee Stock Purchase Plans
Stock options can be a great wealth-building tool—but only if they’re used right. In this third episode in our trilogy, Andrew Busa and Michael Dillaire tackle the intricacies of maximizing your options and discuss employee stock purchase plans (ESPPs). Stock Option Basics: https://bit.ly/3Izju9F Restricted Stock: https://bit.ly/3ofJFch
16 minutes | Jun 29, 2022
Practical Steps to Beat the Bear
In markets like these, about the only thing most people feel like investing in is antacid. But in this episode of The Adviser You Can Talk To Podcast, Jeff DeMaso and Charlie Toole do have a few practical steps you can take to help protect your portfolio—and your peace of mind—from the worst of the bear’s claws.
29 minutes | Jun 15, 2022
Navigating the Bear Market
The bear is back. Is a recession close behind? Or are we in one already and just don’t know it? And will inflation ever come down? It’s been a bruising ride for investors so far in 2022, and the Fed’s sought-after soft landing seems ever more unlikely. Steve Johnson and Dan Wiener talk about the reasons behind this broad sell-off, and whether there’s any light at the end of this tunnel.
20 minutes | Jun 1, 2022
Keeping Credit on Your Side
Credit cards are ubiquitous. But they can also be pernicious. Even financially savvy consumers can find themselves tripped up by some of the terms and jargon. Luckily, financial planners Andrew Busa and Michael Dillaire are here to help. In this episode, they demystify those details.
25 minutes | May 18, 2022
Analyzing Market Turmoil
26 minutes | May 4, 2022
Your Questions Answered—Q1 2022
You asked, we answered. During our recent webinars, we were pleased to receive a bevy of questions from participants—but there simply wasn’t enough time to answer them all. Now we’re back with our investment experts to tackle these pressing topics. https://bit.ly/3MPdPNG (Quarterly) https://bit.ly/3kCoKyg (Bond)
23 minutes | Apr 20, 2022
How Early Can You Retire?
Packing it in at 65 with a gold watch was once the stereotypical model for retirement. But times have changed, career paths have changed, and for a new generation, retirement planning is changing too. This week, Andrew Busa and Sophie Benander discuss the dream of achieving financial independence and retiring early—aka FIRE, as it’s known to its devotees—and examine the methods and pitfalls of the FIRE approach.
26 minutes | Apr 6, 2022
Lessons From a Volatile First Quarter
Q1 2022 was one of the most volatile in recent market history. In this episode, Dan Wiener and Jim Lowell discuss what that means for the rest of 2022, including whether inflation can be tamed, the long-term impacts of the Ukraine conflict on the global economy, and whether it’s time for U.S. investors to pull out of China. Dan and Jim explain our approach to navigating stormy markets and discuss how thoughtful risk management can enable us to pursue reasonable returns in both calm and turbulent times. Additional Content: https://bit.ly/38mH5w6
29 minutes | Mar 23, 2022
Panic Selling and Relief Rallies: Our Experts Weigh In
The past several weeks have been some of the most volatile in history for both stock and bonds, with war, inflation, and a new COVID crackdown in China just a few of the crises causing tumult for investors. Steve Johnson talks to our market experts about the indicators we’re watching and the moves we’re making in response.
18 minutes | Mar 9, 2022
5 Questions to Ask Your Accountant
April 15 may well be a day of dread for most Americans. Working with an experienced accountant can help a lot. But how do you know when you’ve found the right fit? In this episode, David, Kari and Patrick walk you through the key questions to ask to help you select someone who suits your needs.
22 minutes | Feb 23, 2022
Retirement Spending Rules of the Road
When it comes to retirement planning, there is no shortage of tips, tricks and “top 5” lists to help you determine whether you’re ready. But which ones have a grain of truth and which can you safely ignore? In this episode, Andrew Busa and Diana Linn talk through popular retirement planning advice to help you prioritize what’s really important. Retirement Spending Solutions SR: https://bit.ly/3H6murz 4% Rule FPF: https://bit.ly/3sYrn0P
24 minutes | Feb 9, 2022
Your Bond Questions Answered
29 minutes | Jan 26, 2022
Investing in 2022: Our Analyst Roundtable
Less than a month into 2022, the stock market has already experienced sharper dips and steeper rallies than we saw through all of last year. Will the next 11 months put the Coney Island Cyclone to shame? And how should you prepare your portfolio to handle such increased volatility? In this episode, Chief Investment Officer Jim Lowell sat down with a panel of Adviser Investments’ in-house market watchers to discuss all that and more.
25 minutes | Jan 12, 2022
2022 Trends We’re Watching
Investors enter 2022 haunted by many of the same headline risks that dominated 2021—including another rising wave of COVID infections impacting the economy. But, as Dan Wiener and Jim Lowell explain, this year could be even more volatile than the last.
13 minutes | Dec 15, 2021
Crucial Year-End Portfolio Moves for Tax-Saving
It’s been a hectic year—and a positive one for the U.S. stock market. Taking the time to fine-tune your portfolio now may help prevent headaches (and tax bills) come April. In this episode of The Adviser You Can Talk To Podcast, our experts talk techniques for tuning up your portfolio, including how a look under the hood of your holdings may uncover unexpected tax savings. Year-End Checklist: https://bit.ly/3dSFiOU
23 minutes | Dec 1, 2021
Our 100th Episode: What to Do with $100K
What would you do with an extra $100,000? Contemplating such a windfall—and the various ways you can responsibly invest or save any unexpected funds that may enter your life—is exactly how our green-eyeshade crew decided to celebrate the 100th episode of The Adviser You Can Talk To Podcast.
20 minutes | Nov 17, 2021
The S&P 500 Index: Is It All Investors Need?
So far, 2021 has been a remarkably strong year for the U.S. stock market—so much so that some experts suggest the best strategy for the average investor is buying an S&P 500 index fund and walking away. Chairman Dan Wiener and Director of Research Jeff DeMaso disagree, and they discuss the myths of passive investing and how and why we build our portfolios for the long term. Active vs. Passive SR: https://bit.ly/3wZ3x6L
28 minutes | Oct 27, 2021
Tips for the Coming Tax Code
Death and taxes may be certain, but Washington still seems to find ways to keep us all on our toes. The Biden administration has an array of new tax proposals, and while none are set in stone, our financial planning team has some advice on how you can best prepare yourself for what may be coming.
25 minutes | Oct 6, 2021
Is it Time to Convert to a Roth IRA?
Sometimes investors have to embrace short-term pain for long-term gain. When it comes to Roth conversions, the up-front sacrifice can be well worth it. But exactly when to convert to a Roth depends a great deal on your individual financial situation. In this episode, we cover why early retirement may create opportunities for conversion, the importance of tax diversity in retirement and Roth IRA’s role in legacy planning. Roth Podcast: https://bit.ly/3uZ5O13 Roth SR: https://bit.ly/3uMyD0q
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