Best Capstone Wealth Management Podcasts (2024)

1
Jet Vertz: Flight Plan for Life, Living A Fulfilling Retirement 32:28

11h ago32:28

32:28

About the guest, Jet Vertz: Jet is a retired aviation business executive who makes his home in South County, Rhode Island. Prior to his retirement Jet was a Vice President at Pratt & Whitney Aircraft (P&WA). P&WA designs, produces, and services commercial and military jet aircraft, including the engines for F22 and F35. Prior to going into the avia…

1
Episode 66 - Carolyn Armitage 54:09

3d ago54:09

54:09

For Episode 66, we break the rules of a “roundtable” and have only one guest, Carolyn Armitage, joining Matt for a deep conversation around our industry’s continuing evolution of turning practices into businesses. It was a real thrill for him to interview one of his most respected RIA leaders for this conversation. As he states in the introduction,…

1
JUN 26 - RWA Tokenization 54:01

20d ago54:01

54:01

What is Real World Tokenization and how does it work?By Capstone Wealth Management

1
JUN 20 - Got risk management? 54:01

23d ago54:01

54:01

risk management is all about investing your money in a way that won't blow you up! Chucking your money in a fund or a single stock and hopeing for the best is a thing of the past. Instead, be algorythmically systematic! Let the market tell you want to do, not the other way around.By Capstone Wealth Management

1
JUN 12 - Higher for longer: THE MARKET 54:01

1M ago54:01

54:01

On May 30, the title of the podcast that day was that markets were ready to move higher in the face of inflation. The S&P 500 was at 5235 then and, more importantly, was ready to bounce off its TRADE level. It did just that and is now almost 4% higher. The rate of change (RoC) of these price, volume and volatility levels that I give you are valuabl…

1
JUN 6 - Rate cuts cometh? 54:00

1M ago54:00

54:00

A weak labor market likely brings rate cuts a tad faster. Who does that help? In the short run - investors. But, remember, rate cuts can often be the start of a weakening investment cycle too as investors start to wonder if things are weaker than being reported. Otherwise, why would the Fed need to cut?…

1
Episode 65 - Rebecca Davis & Joe Klein 41:23

1M ago41:23

41:23

We are joined by Rebecca Davis of Greenspring Advisors and Joe Klein from The Bahnsen Group for Episode 65. Rebecca is the Director of Operations at Greenspring, headquartered in Townson, MD with additional offices in New Jersey and Pennsylvania. The firm has 41 team members and manages approximately $6.8 billion. Joe has the dual role of Chief Ope…

1
MAY 30 - Markets now ready for a move higher in the face of inflation. 54:01

2M ago54:01

54:01

Currently, markets are testing valuable TRADE momentum support. Even though inflation is headed higher, this is not the time or place to give up on stocks or commodities.By Capstone Wealth Management

1
MAY 22 - Short Term Sell Off? 54:01

2M ago54:01

54:01

Curent models suggest markets are ready for a sell off. Deep? Probably not as markets are still bullish TREND. Don;t forget the yield curve is negative and has been now for over 15 months. That's important since markets tend to respond to that with a 15 month lag.By Capstone Wealth Management

1
MAY 15 - Why inflation is not a problem (for now) for stocks. 54:01

2M ago54:01

54:01

Inflation IS a problem for the consumer. Inflation IS NOT a problem (for now) for stocks. The market could stumble – BUT NOT due to inflation.By Capstone Wealth Management

1
MAY 8 - Why inflation is not going to go away in the near term. 54:01

2M ago54:01

54:01

Clips of Danielle Di Martino Booth explaining that the Fed did indeed pivot. The Fed will not REfocus on employment - since it IS weakening - versus solely focusing on inflation. Quantitative Easing is headed back into the system. Inflationary. Additional clip of Jared Bernstein - Biden Econ Advisor - seemingly not understandind money and markets.…

1
MAY 2 - Fed Pivots! What does it mean? 54:01

2M ago54:01

54:01

Jay Powell pivoted after the Fed presser and rate decision.By Capstone Wealth Management

1
Episode 64 - Adrian Chastain & Kailee Ostroski 48:42

2M ago48:42

48:42

In this episode, Matt welcomes COO Adrian Chastain of Gratus Capital and Partner and COO Kailee Ostroski from Connecticut Wealth Management. Gratus Capital manages approximately $3 billion of client assets, has 50 team members, and is located in Atlanta, GA. Connecticut Wealth Management, in Hartford, CT, has 65 team members and oversees about $3.3…

1
APR 29 - What's all the hubbub about the Yen? 54:01

3M ago54:01

54:01

Is the falling Yen really that big of a problem? What macro signals are showing similarities to the OCT 2023 stock index lows?By Capstone Wealth Management

1
APR 25 - Recaptured trend...for now? 54:01

3M ago54:01

54:01

Major indexes recaptured their trend durations Tue...but those are once again at risk with the META blow-up. META needs to re-take $474 for it to not be in the bear house. 4 of the "Mag 7" are now bearish trend. Big tech rolling over? STILL...lots of similarities to the OCT 2023 lows happening throughout markets and macro.…

1
APR 22 - Line in the sand!! 53:59

3M ago53:59

53:59

Major markets are at the line in the sand - bullish...or bearish! Lots of similarities to OCT 2023 - Move Index (Bond volatility), USD, Rates...could this be the spot market rally for a bit?By Capstone Wealth Management

1
APR 18 - Is the stock market moving to a bearish phase? 54:01

3M ago54:01

54:01

Are stock markets breaking trend? Is the next move lower or higher? Who is the whale buying gold?! Is Bitcoin ready to fly into its halving event?By Capstone Wealth Management

1
APR 15 - Did this weekend's Middle East situation change markets? 54:01

3M ago54:01

54:01

Did the Middle East siutation this weekend change markets?By Capstone Wealth Management

1
APR 11 - Is this the end of the stock bull road because inflation cannot get tamed? 54:01

3M ago54:01

54:01

Is this the end of the bull road because inflation cannot get tamed?By Capstone Wealth Management

1
ARP 8 - Is the US Dollar poised to just keep climbing? What's that do to global debt? 54:01

3M ago54:01

54:01

Is the US Dollar poised to just keep climbing? How might that affect the global debt situation?By Capstone Wealth Management

1
APR 4 - What is the Bitcoin halving...and does it matter? Commodities...what should I buy? 54:01

3M ago54:01

54:01

What is the Bitcoin halving...and does it matter? Commodities...what should I buy?By Capstone Wealth Management

1
Episode 63 - Do's and Don'ts of COO Onboarding 23:24

3M ago23:24

23:24

In his third ever monologue “rant,” Matt takes a break from our normal interview format to speak directly to RIA owners and COO candidates to discuss the “Do’s and Don’ts of COO Onboarding.” Referencing conversations with COOs, past articles he’s written, and former podcast guests, Matt urges RIA owners to have a clear understanding of what they ne…

1
MAR 28 - Volatility breaking down, broadening the bull market as growth & inflation accelerate. 54:01

4M ago54:01

54:01

Volatility breaking down, broadening the bull market as both growth and inflation accelerate.By Capstone Wealth Management

1
Mar 25 - Care For My Wealth - Chris Kline 54:01

4M ago54:01

54:01

Global risk on! Growth and inflation rising together.By Capstone Wealth Management

1
Mar 21 - Care For My Wealth - Chris Kline 54:01

4M ago54:01

54:01

Fed "coos" dovishBy Capstone Wealth Management

1
Mar 18 - Care For My Wealth - Chris Kline 54:01

4M ago54:01

54:01

How important is NVDA and important stock market levelsBy Capstone Wealth Management

1
Mar 14 - Care For My Wealth - Chris Kline 54:01

4M ago54:01

54:01

What is the market saying about inflation?By Capstone Wealth Management

1
Mar 11 - Care For My Wealth - Chris Kline 54:01

4M ago54:01

54:01

Jobs - can the gov't count? Plus, trade and trend levels.By Capstone Wealth Management

1
Mar 7 - Care For My Wealth - Chris Kline 54:01

4M ago54:01

54:01

What does it take to stay wealthy?By Capstone Wealth Management

1
Episode 62 - Megan Hannah of Emerald Advisors and Spencer Rand from Five Oceans Advisors 46:27

4M ago46:27

46:27

We are joined by Megan Hannah of Emerald Advisors and Spencer Rand from Five Oceans Advisors for Ep 62. Megan has the unique position of Chief Operating Officer and Portfolio Manager. Emerald Advisors is located in Bellevue, WA and manages approximately $700 million of client assets. Spencer has the dual role of Director of Operations and Chief Com…

1
Mar 4 - Care For My Wealth - Chris Kline 54:00

4M ago54:00

54:00

Is this bull market for real?By Capstone Wealth Management

1
Feb 29 - Care For My Wealth - Chris Kline 54:01

5M ago54:01

54:01

Is it too late to enter bitcoin / crypto?By Capstone Wealth Management

1
How to ride the bubble! 54:01

5M ago54:01

54:01

Today I discuss how to view markets (stocks, bonds, crypto) in a mutli-factor way. What is the trend? Waht's the next real catalyst for market volatility?By Capstone Wealth Management

1
Will it be Volatility Up, Market Up - a 1999 Correlation? 54:01

5M ago54:01

54:01

Volatility UP, Market UP, Rates UP, Commodities UP - for how long?By Capstone Wealth Management

1
Will the Window of Weakness bite the Stock Market? 54:01

5M ago54:01

54:01

Will the Window of Weakness bite the Stock Market?By Capstone Wealth Management

1
Feb 12 - Care For My Wealth - Chris Kline 53:59

5M ago53:59

53:59

By Capstone Wealth Management

1
Feb 8 - Care For My Wealth - Chris Kline 54:02

5M ago54:02

54:02

By Capstone Wealth Management

1
Feb 5 - Care For My Wealth - Chris Kline 54:01

5M ago54:01

54:01

By Capstone Wealth Management

1
Jan 29 - Care For My Wealth - Chris Kline 54:01

5M ago54:01

54:01

By Capstone Wealth Management

1
Jan 25 - Care For My Wealth - Chris Kline 54:00

5M ago54:00

54:00

By Capstone Wealth Management

1
Jan 22 - Care For My Wealth - Chris Kline 54:01

5M ago54:01

54:01

By Capstone Wealth Management

1
Jan 18 - Care For My Wealth - Chris Kline 54:01

5M ago54:01

54:01

By Capstone Wealth Management

1
Jan 15 - Care For My Wealth - Chris Kline 54:01

5M ago54:01

54:01

By Capstone Wealth Management

1
Jan 11 - Care For My Wealth - Chris Kline 54:01

5M ago54:01

54:01

By Capstone Wealth Management

1
Jan 8 - Care For My Weath - Chris Kline 54:01

5M ago54:01

54:01

By Capstone Wealth Management

1
Jan 1 - Care For My Wealth - Chris Kline 54:01

5M ago54:01

54:01

By Capstone Wealth Management

1
Feb 1 - Care For My Wealth - Chris Kline 54:01

5M ago54:01

54:01

By Capstone Wealth Management

1
Feb 15 - Care For My Wealth - Chris Kline 54:00

5M ago54:00

54:00

By Capstone Wealth Management

1
Ep 61 - Janelle Anderson of Grand Wealth Management & David Lehman of Wealthbridge Advisors 54:52

5M ago54:52

54:52

We welcome Janelle Anderson and David Lehman for Ep 61! Janelle is the Operations Manager and Chief Compliance Officer at Grand Wealth Management, located in Grand Rapids, MI. The firm manages approximately $600 million and has 13 employees. Matt and Janelle met at a DFA study group in May 2023. David is a financial advisor and the Chief Operating …

1
Ep 60 - Amber Salzman of Capstone Financial Advisors & Jean Paul Atallah of RZH Advisors 37:29

6M ago37:29

37:29

Episode 60 marks our 5-year anniversary, and Matt was feeling nostalgic for this conversation with Amber Salzman of Capstone Financial Advisors and Jean Paul Atallah of RZH Advisors. Amber is Manager of Client Services and a partner of the firm, which is located in Downers Grove, IL, and manages approximately $1.8 billion with 35 employees. She als…

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