Best Investmentplanning Podcasts (2024)

1
443: Thriving in Midlife Part 2: 6 Ways to Align with Your Core Values 37:34

1h ago37:34

37:34

To live a midlife full of meaning and purpose, you must first understand your core values and the role they play in your overall wellbeing. In this episode, we discuss: The definition of a “core value” How to identify your core values and why they’re so important in midlife Why values are NOT goals How to stay focused on your core values Today's ar…

1
The Best 7 Investments For High Net Worth Individuals 8:42

3h ago8:42

8:42

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
442: The Journey from NFL Athlete to Life After Retirement with Mike Golic Sr. 53:59

4d ago53:59

53:59

Today, I'm speaking with Mike Golic Sr. Mike's career in the NFL began when he was drafted in the 10th round as a defensive lineman in the 1985 NFL draft. He has since gone on to have tremendous success in sports media as the cohost of Mike & Mike on ESPN and currently cohosts Gojo and Golic with his son, Mike Jr., at DraftKings. He coauthored Mike…

1
441: Defining Retirement Success or Failure: How to Interpret Retirement Calculator Outputs 16:54

7d ago16:54

16:54

What are the odds your retirement savings will last your lifetime? In the financial planning world, retirement calculators, software and simulations are often leveraged to answer this question; however, they don’t always provide the full picture. In this episode, we discuss: Why it’s important to define what retirement “success” or “failure” mean t…

1
What Does an Investment Advisor Do? (4 ESSENTIAL Things IAs Should Be Doing) 8:33

2d ago8:33

8:33

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
What Does an Investment Advisor Do? (4 ESSENTIAL Things IAs Should Be Doing) 8:33

2d ago8:33

8:33

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
440: The Retirement Death Zone: How to Help Protect Your Savings for the Long Run 29:36

14d ago29:36

29:36

What unique challenges could you face during your retirement years? While some risks remain a constant, others can present themselves depending on where you are in your retirement planning journey. In this episode, we discuss: When you will find yourself in the “Retirement Death Zone” How investment risk changes depending on your retirement stage W…

1
The 7 Most Common Retirement Mistakes (And How To Avoid Them) 7:19

9d ago7:19

7:19

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
The 7 Most Common Retirement Mistakes (And How To Avoid Them) 7:19

9d ago7:19

7:19

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
439: Thriving in Midlife Part 1: 7 Habits to Help You Embrace Change 34:54

21d ago34:54

34:54

You’re human; you will go through changes throughout your life. But some of the greatest factors that determine how you navigate these transitions as you age (big or small) lie in your habits. Today's article is In this episode, we discuss: What it means to thrive in “midlife” Why it’s important to maintain curiosity How to live in service of other…

1
Investment Advisor Reacts to "Financial Advice" on TikTok 10:02

16d ago10:02

10:02

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
Investment Advisor Reacts to "Financial Advice" on TikTok 10:02

16d ago10:02

10:02

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
438: How Global Withdrawal Rates Can Help You Create Your Ideal Retirement Portfolio 18:49

21d ago18:49

18:49

Does the perfect asset allocation exist? To create a retirement portfolio that aligns with your long-term financial goals and needs, you might find your savings reap the most benefit by taking an international approach. In this episode, we discuss: Conflicting opinions around the four percent rule. What does a “safe withdrawal rate” really mean? Wh…

1
437: Simplifying Investment Decisions: 12 Simple Questions to Ask Yourself 30:48

1M ago30:48

30:48

Do you have a clear understanding of your financial risk tolerance? Is your money truly aligned with what’s most important to you in life? Although the actions you take along your investment journey might often feel complex, you can make the process less overwhelming by focusing on one word: Simple. In this episode, we discuss: How to understand wh…

1
436: Navigating Fairways and Markets: Mastering Risk on the Golf Course and in Your Investment Portfolio 14:45

1M ago14:45

14:45

Are you a risk seeker or a risk mitigator? Although both can find success, it’s important to understand your style. In this episode, we discuss: The correlation between golf tactics and investment strategies by adopting either a risk-taking or risk-averse stance Why it's dangerous to emotionally swap back and forth between risk styles based on mark…

1
What Does a "Portfolio Manager" ACTUALLY Do? (13 Things PMs Should Be Doing) 13:03

1M ago13:03

13:03

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
What Does a "Portfolio Manager" ACTUALLY Do? (13 Things PMs Should Be Doing) 13:03

1M ago13:03

13:03

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
435: Helping Aging Adults to Harness Technology and Discover More in Retirement with Tom Kamber 1:02:28

1M ago1:02:28

1:02:28

Today, I’m talking to Dr. Tom Kamber. Tom is the founder and executive director of Older Adults Technology Services (OATS) and Senior Planet. He is a leading expert on aging and technology and has provided award-winning programs for older adults across America. Tom has taught courses on technology, urban studies, and philanthropy at Columbia Univer…

1
434: Mindset Makeover: Adjusting Your Habits and Behaviors as You Age 35:01

1M ago35:01

35:01

Certain behaviors can play a large role in your self-perception, especially as you navigate life transitions like retirement. In this episode, we discuss: Self-awareness and recognizing patterns of behavior, including letting go of behaviors that no longer serve us The importance of truly understanding yourself, your core values and your purpose in…

1
433: Direct Indexing and the Evolution of Investment Tools 28:19

2M ago28:19

28:19

Investment strategies have evolved over the past 25 years, from mutual funds to ETFs, and now to direct indexing, a strategy favored by the ultra-wealthy due to its tax advantages. Direct Indexing also offers highly customized portfolios while still tracking index returns. Today's article comes from FA-mag.com titled, The Connection Between Index I…

1
432: Are Buffer ETFs a Good Tool to Reduce Market Risk? 20:24

2M ago20:24

20:24

Buffer ETFs have grown in popularity as a way to reduce risk, but every upside has a downside. Ask yourself, C.A.N. I take the risk? In this episode, we discuss: Why buffer ETFs have become so popular How they compare to annuities The benefit of professional management Today's article comes from WealthManagement.com titled, Buffer ETFs May Protect …

1
431: Key Insights for a Happier and Wealthier You 36:00

2M ago36:00

36:00

Ancient philosophy is still useful today. Stoic wisdom focuses on inner peace, resilience, and recognizing what is in your control – all of which can be applied to your financial life. In this episode, we discuss six pieces of stoic wisdom for financial success. Today's article comes from NewRetirement.com titled, Stoic Wisdom: 6 Key Insights to Ma…

1
430: Living Your Best Life in Retirement with Lux Narayan 56:14

2M ago56:14

56:14

Today, I’m talking to Lux Narayan. Lux is an author, entrepreneur, stand-up comedian, and storyteller. We first discovered Lux through his TED Talk, What I Learned From 2000 Obituaries. From there, we learned about his work as the founder of StreamAlive, where he helps livestreamers and storytellers engage, in-person or online, with AI-powered SaaS…

1
429: Do You Have Good 401(k) Hygiene? 22:45

2M ago22:45

22:45

Saving for retirement is enough of a challenge. Don’t make it harder on yourself by losing track of your old investment accounts. In this episode, we discuss: Four options for your old 401(k) accounts Proper ways to rollover your old 401(k)s The impact of Secure Act 2.0 on orphan 401(k)s Today's article comes from Morningstar titled, Why You Should…

1
What Makes Billionaires Different From The Rest Of Us? 6:34

3M ago6:34

6:34

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
What Makes Billionaires Different From The Rest Of Us? 6:34

3M ago6:34

6:34

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
428: Navigating the Transition into Your Second Half of Life 36:03

3M ago36:03

36:03

Moving from the first half of life into the second half can be a confusing and rocky experience. In this episode, we discuss: The role that “ego” plays in our lives How to find meaning as our identity shifts The importance of mental health and its connection with longevity Today's article comes from Medium titled, Carl Jung: The Second Half of Life…

1
427: Leveraging Your Experiences During Life Transitions to Build a Better Future 30:36

3M ago30:36

30:36

Life transitions are unavoidable. In this episode, we discuss how to navigate these transitions in a healthy way. Join us as we discuss: How life transitions affect us psychologically, emotionally, and physically The importance of being intentional during these transitions Today's article comes from iflow Psychology titled, Navigating Life Transiti…

1
Succession Planning | Key Steps for Effective Succession Management 9:12

3M ago9:12

9:12

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
Succession Planning | Key Steps for Effective Succession Management 9:12

3M ago9:12

9:12

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
426: The Good Life: How The Meaning of Happiness Has Shifted Over the Last 85 Years with Marc Schulz, PhD 1:03:04

3M ago1:03:04

1:03:04

Today, I’m talking to Marc Schulz, PhD. In addition to being a practicing therapist, Dr. Schulz is the Associate Director of the Harvard Study of Adult Development, Director of the Data Science program at Bryn Mawr, and former chair of that school’s psychology and clinical development psychology PhD programs. In this conversation, we dig into his b…

1
425: Retiring Soon? 9 Retirement Surprises to Consider Today 34:42

3M ago34:42

34:42

Retirement expectation and retirement reality don’t always line up. In this episode, we discuss the top retirement surprises from a recent study. Join us as we discuss: Positive surprises that might provide relief if you’re anxious about retirement Potentially negative surprises that you can get ahead of (or manage your expectations for) now Today'…

1
You Just Sold Your Business!...Now What? (Financial Planning, Goal Setting & More!) 9:16

3M ago9:16

9:16

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
You Just Sold Your Business!...Now What? (Financial Planning, Goal Setting & More!) 9:16

3M ago9:16

9:16

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
424: If Stocks Beat Bonds, Why Diversify? 26:17

4M ago26:17

26:17

Don’t believe everything you read. In this episode, we discuss the latest research on stocks vs. bonds and why academically sound research may not apply to your situation. Join us as we discuss: Balancing risk and return Building a portfolio based on your unique needs Utilizing modern tools that go beyond stocks and bonds Today's article comes from…

1
423: Reframing the Fears That Could be Holding You Back 23:02

4M ago23:02

23:02

Is fear holding you back? In this episode, we discuss how fear is the first emotion we experience when we’re born, and why it can continue to plague us throughout our lives. Join us as we discuss: The role that expectations play in our fears How looking to the future or revisiting the past can reintroduce fear The areas we can control in our presen…

1
Top 6 Alternative Investments To Diversify Your Portfolio (Other Than Stocks & Bonds) 9:47

4M ago9:47

9:47

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
Top 6 Alternative Investments To Diversify Your Portfolio (Other Than Stocks & Bonds) 9:47

4M ago9:47

9:47

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
422: Managing Tax Rate Uncertainties & Contribution and Decumulation Strategies with David Hulse, PhD 42:31

4M ago42:31

42:31

Today, I’m talking to Dr. David Hulse, recently retired Professor Emeritus at the Von Allmen School of Accountancy and the Martin School of Public Policy at the University of Kentucky. He’s a contributing author for federal taxation textbooks and has written about our tax system in several journals. He recently published a white paper called Roth V…

1
421: What to Consider Before You Hire (or Fire) a Financial Advisor 26:22

4M ago26:22

26:22

Today's article comes from Kiplinger titled, Three Legit Reasons to Break Up With Your Financial Adviser (and How to Do It). Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation. Our Market Outlook Webinar is liv…

1
How To Invest 20 Million Dollars 7:34

4M ago7:34

7:34

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
How To Invest 20 Million Dollars 7:34

4M ago7:34

7:34

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
420: Aging and Loneliness: 6 Strategies to Feel More Connected with Others 36:08

4M ago36:08

36:08

Today's article comes from Psyche.co titled, How to Feel Less Lonely as You Get Older. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation. Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to reg…

1
The Best Ways To Protect Your Portfolio From Volatility 8:09

4M ago8:09

8:09

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
The Best Ways To Protect Your Portfolio From Volatility 8:09

4M ago8:09

8:09

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
419: Live Life in Crescendo Toward a Purposeful Retirement with Cynthia Covey Haller 1:09:47

4M ago1:09:47

1:09:47

Today, I'm speaking with Cynthia Covey Haller. Cynthia is an author, teacher, and speaker. You may recognize her name from her contributions to books by her father, Stephen Covey, best known for writing The 7 Habits of Highly Effective People, or her brother, Sean, who wrote The 7 Habits of Highly Effective Teens and The 6 Most Important Decisions …

1
418: Calculating Investment Returns: How You Average Matters 18:45

4M ago18:45

18:45

Today's article comes from Fortunes & Frictions titled, How You Average Matters. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation. Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.…

1
Why You Need A "Fiduciary" To Manage Your Money 6:04

5M ago6:04

6:04

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
Why You Need A "Fiduciary" To Manage Your Money 6:04

4M ago6:04

6:04

📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …

1
417: What it Means to Age Well: The Power of a Singular Priority 30:51

4M ago30:51

30:51

Today's articles come from Forbes titled, The Surprising Power Of A Singular Priority In Money And Life and from A Teachable Moment titled, Years Don't Make You Old. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial sit…

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