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The Rudd Commentary

18 Episodes

24 minutes | Apr 5, 2021
Episode 18: Taxation Relaxation
This week the team explores pragmatic ways to reduce stress & anxiety surrounding taxes. We also discuss how communication with your financial professional is an easy way to be tax advantageous when investing.
37 minutes | Feb 23, 2021
Episode 17: Raising Money Smart Children
This week our host Josh Rudd explores some practical ideas to help parents & and grandparents create meaningful family habits and promote personal financial success for generations to come. Let's start the conversation.
24 minutes | Jan 19, 2021
Episode 16: Planning to Win
This week we're joined by our friend & community leader, Coach Jeromy Flowers to discuss setting goals, overcoming challenges, and the pursuit of success. NOW IS THE TIME. MAKE THIS YOUR YEAR.
35 minutes | Dec 10, 2020
Episode 15: Unconventional Assets PT.2 - Driving Opportunities in Classic Investments
In part two of this series, we're joined by our friend & classic car connoisseur for a closer look at cars as an asset class. We also discuss the current market conditions and cover your end of year financial questions. Find out if you have what it takes to invest in the fast lane.
24 minutes | Nov 19, 2020
Episode 14: Politics, Policies & Portfolios
In this week's post-election podcast we discuss how political dynamics influence investors and what to expect in economic, tax, and investment policy. We navigate through noise & speculation to find the opportunities on the horizon.
37 minutes | Oct 13, 2020
Episode 13: Unconventional Assets - Is Fine Art A Fine Investment?
In part one of the Unconventional Asset Series we discuss investing in fine art with a local expert. Art can do more than brighten a living space, But will art investments really earn you a profit? We cover the Risks & benefits of this asset class to discover if Investing in art is right for you.
44 minutes | Sep 4, 2020
Episode 12: Change Through Charity
This week we discuss how to make a real impact through charitable giving. Strategies can provide real help for the issues important to you, foster a tradition of philanthropy, and deepen relationships. What drives you to give? Do you have a plan? Let's talk about it.
33 minutes | Jul 29, 2020
Episode 11: Do Elections Matter?
This week we’re talking about the 2020 Presidential Election and how it relates to investing. We’ll cover how election results affect the stock market in the long & short-term, Who has an advantage, and why this year is unique.
36 minutes | Jul 2, 2020
Episode 10: Great Expectations
How has the investment environment changed? What are your goals? Should you reexamine your expectations? We Explore the dynamics in the changing market place, how to realign your investment objectives & why an honest evaluation is key.
32 minutes | Jun 5, 2020
Episode 9: Investments Abroad
Join us as we explore investments outside the U.S.
34 minutes | May 6, 2020
Episode 8: The Value of Risk
Understanding yourself is the first step in proper risk management.
39 minutes | Apr 8, 2020
Episode 7: The Power of the 401K
A conversation with our in-house expert guest to help guide you through the importance of the 401K for employees and employers. Listen today, improve your retirement plan tomorrow.
22 minutes | Feb 28, 2020
Episode 6: Time to Pull the Trigger?
Investing during times of volatility.
25 minutes | Jan 27, 2020
Episode 5: Social Security Strategema
The basics of social security and why it's important.
26 minutes | Dec 12, 2019
Episode 4: The "New" Big Con
Protecting loved ones from financial scams
29 minutes | Nov 13, 2019
Episode 3: Investments that Glitter
Join Josh and Jack as they discuss current market updates and investing in gold and silver. 
32 minutes | Sep 23, 2019
Episode 2: Gentlemen Prefer Bonds
Join Josh and Jack as they discuss bond investments.
27 minutes | Aug 29, 2019
Episode 1: Meet Our Investment Team
In this first installment of The Rudd Commentary, meet our investment team, Josh and Jack, as they take you through some current market updates.
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