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What keeps you up at night? Preserving your wealth? Your family and your legacy? Investing responsibly? Leaving money on the table? Or not being up-to-date? This podcast aims to cover all of that and more. With new interviews each week from members of our firm, host John McNertney brings to light what you are concerned with as a modern retiree in an ever-changing world. For more information visit our website at polarisgreystone.com or reach out to us at podcast@polarisgreystone.com. Disclosu ...
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Highly Appreciated Concentrated Stock Positions
30:37
30:37
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30:37
Call it a genuine "first world problem"... You've managed your career, or your stock buying decisions perfectly and you're the proud owner of a very large investment position... If you decide to sell it, there will be a very large tax bill, right? As you might guess, there are a variety of ways to manage this situation. Jeff and I discuss this on t…
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Financial Planning: How does is it all work?
28:56
28:56
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28:56
Jeff and John discuss the basics of financial planning. Why do we do it and what are the benefits, as well as some analogies to driving.Send topic suggestions or questions to podcast@polarisgreystone.com.After our show, if you want to learn more about our services as wealth advisors, read our education series, or set up a meeting we can be found on…
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Bulls, Bears, and the other cliches you thought you knew - whats the deal?
24:00
24:00
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24:00
In a less serious podcast, Jeff and John discuss an array of financial cliches and discuss the meaning and relevance of each.Send topic suggestions or questions to podcast@polarisgreystone.com.After our show, if you want to learn more about our services as wealth advisors, read our education series, or set up a meeting we can be found on twitter, f…
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The Iran Nuclear Deal is history, what now?
18:39
18:39
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18:39
As we process the consequences of the Iran Nuclear deal, there is certainly a great deal to think about. Fortunately, we only focus on the financial and personal investment issues. Jeff & John discuss some of the consequences which occur to us immediately following the 5/8/2018 "No Deal" moment.Send topic suggestions or questions to podcast@polaris…
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Jeff and John address the "Sell in May" effect.Send topic suggestions or questions to podcast@polarisgreystone.com.After our show, if you want to learn more about our services as wealth advisors, read our education series, or set up a meeting we can be found on twitter, facebook, linkedin and on the web at polarisgreystone.com, lastly don’t forget …
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10 Year Anniversary of the Financial Crisis
28:55
28:55
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With the Global Financial Crisis just 10 years in the past, what has changed? What hasn't? And have we really learned anything? Jeff and John discuss the past 10 years and reflect on some of the events of the day.Send topic suggestions or questions to podcast@polarisgreystone.com.After our show, if you want to learn more about our services as wealt…
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With the president looking to renew his energetic prosecution of his campaign promises, we have steel tariffs and possibly many other trade tariffs coming down the line. Good? Bad? We explore a brief conversation on the history and effects of "trade wars" in today's segment.Send topic suggestions or questions to podcast@polarisgreystone.com.After o…
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