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Best Investmentstrategy podcasts we could find (updated February 2020)
Best Investmentstrategy podcasts we could find
Updated February 2020
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Welcome to ThinkAdvisor’s ThinkLeader podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We kick off these ThinkLeader podcasts with a six-part series called, The Strategy Inside Investing Strategies. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.
 
While we all have dreams of simplifying our lives, it is not easy. Our podcast is here to help. It focuses on topics that can help make your life easier -- from finances and wealth planning, to your health, travel and more. It’s about putting life in perspective and having a game plan. Questions or topics you would like us to discuss, email podcast@marinerwealthadvisors.com or visit http://www.marinerwealthadvisors.com/podcast
 
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show series
 
Whether couples have shared or separate accounts, it’s important to communicate about finances, values and goals. Having these discussions can result in reduced financial stress and an increase in satisfaction within their relationships. Sonya Lutter, Ph.D., director of School of Family Studies and Human Services at Kansas State University, joins u…
 
On December 20, 2019, the Setting Every Community Up for Retirement Enhancement Act, or the SECURE Act, became law. While many of us have heard about this in the news, what may not have been immediately apparent is the significant impact this new law could have on your retirement plan and financial goals. Scott Sturgeon, of the Mariner Wealth Advis…
 
From stamps to cars and wine to fine art, there are thousands of different collections that enthusiasts buy and sell, but how do you know if your collection is better at accumulating value than dust? We’re joined by Laura Doyle, vice president, art, jewelry & valuable collections manager at Chubb, who shares her experience in helping her clients ap…
 
As we approach the end of the year, many of us are winding down for the holidays, traveling to spend time with family and reflecting on the year, and ultimately, setting resolutions for the new year. But is the end of the year or beginning of a new year the best time to set goals and resolutions? Chris Bixby, of Mariner Wealth Advisors, suggests a …
 
In this episode of the Perspectives podcast, sponsored by Cambridge and hosted on ThinkAdvisor, we’ll hear highlights from the November 12th presentation titled, 4 Business Growth Strategies Advisors Should Consider. It’s always a goal of advisors to take their business to the next level – but how can that be done purposefully and successfully? Fou…
 
Sequence of returns risk is the possibility that an investor will have lower returns over time due to withdrawals made during low or negative return years. It may not be something thought about regularly, but it is something that everyone should consider, especially when planning for retirement. We’re joined by Justin Richter of Mariner Wealth Advi…
 
Many people consider their tax situations when there is a filing deadline coming up, but the reality is, by taking a more comprehensive look at your tax plan, you can potentially improve your overall wealth plan. Ryan Drake of the Mariner Wealth Advisors tax planning and preparation group joins us to talk about common mistakes and opportunities he …
 
Estate planning is a topic often put off as a conversation that can be had in the future. However, do you know what would happen if you were to suddenly pass and you didn’t have an estate plan in place or if it was drafted incorrectly? Jadin Winberg of Mariner Wealth Advisors discusses some of the more common mistakes he has encountered with review…
 
We’ve compiled your top financial questions and are dedicating this episode of Your Life, Simplified to providing answers. Discussing topics such as charitable giving, taxes, investments, risk management, retirement planning, education funding, enrolling in Medicare versus staying on your company’s healthcare plan after age 65, to finding an insura…
 
In this episode of the Expert Perspectives podcast, sponsored by Cambridge and hosted on ThinkAdvisor, we’ll hear highlights from the August 29th presentation titled, How to Prepare Your Business for the Future – Growth, Succession and Acquisition Solutions. As a financial professional, you help your clients plan for their future – but are you thin…
 
In this episode of the Expert Perspectives podcast, sponsored by Hearsay Systems and hosted on ThinkAdvisor, we’ll hear highlights from the July 30th presentation titled,Turn Data Into Action: Elevating the Digital Advisor-Client Experience. New digital technologies – social, mobile, analytics and cloud – continue to create fundamental shifts in cl…
 
The market has been a wild ride in 2019, and the volatility in price swings and investor psychology isn’t letting up. Despite current popular opinion that recession is imminent, we are reading the signs differently. Jeff Krumpelman, chief investment strategist of Mariner Wealth Advisors joins the show to discuss how he and his team views the market…
 
Women often take a backseat when it comes to long-term financial planning. They’re busy juggling family, career and professional goals, but it’s imperative that women take charge of their financial futures too. Jana Shoulders of Mariner Wealth Advisors joins us to discuss the importance of women being educated about their finances and finding a wea…
 
Divorce can be a very difficult time, and with emotions running high, it can be beneficial to have someone advocating for you when it comes time to look at how to split your finances. We invite Megan Brozowski of Mariner Wealth Advisors to discuss how having an advisor, and specifically a Certified Divorce Financial Analyst®, can alleviate the burd…
 
Since their introduction, opioids have been an effective tool in pain management for many. Unfortunately, they have also been the path to powerful addiction for others. According to the Centers for Disease Control and Prevention, 130 Americans die every day from an opioid overdose. Dr. Chris Jenson, a former ER doctor who spent time with the CDC an…
 
As we grow older, we will all need to make choices regarding senior living. Whether you’re making decisions for your parents, a spouse, yourself or other loved ones, it is important to have a clear understanding of the housing options available. Choices can range from facilities with assisted living services or memory care to continuing care retire…
 
It’s no secret higher education tuition costs are rapidly rising. So when it comes to college planning your mind likely goes right to dollar signs. But there’s more to planning for college than just finances. Cozy Wittman of College Inside Track goes beyond loans and scholarships for an in-depth discussion on college planning considerations you may…
 
Many of us have heard the adage about location being everything when it comes to real estate, but what else should you be thinking about? We invite real estate agent Mike O’Dell on to the show to discuss key decision points from both the buying and selling side. From strategic approaches on coming in with an offer on the buy side, to how to handle …
 
When it comes to filing your taxes, the rate at which your income is taxed can vary based on the state in which you live, or where your domicile is. In this episode, we invite Adam Kotz of Mariner Wealth Advisors to discuss how the IRS determines your domicile and things to keep in mind when you move to a different state. Additionally, we dive into…
 
New tax season, new tax laws. How do you decide whether you should choose a tax preparer or a tax consultant to help you file? Along with discussing the key differences in this selection, Ryan Drake and Erin Alexander of Mariner Wealth Advisors break down how filing has changed in the first year after the tax law update, and how that may impact the…
 
Financial windfalls come in a variety of forms, from winning the lottery to receiving an inheritance or even selling a business. Regardless of the sort of windfall received, there are some key pieces to keep in mind. On this episode, we ask Suzanne Wheeler of Mariner Wealth Advisors to share what she feels to be important considerations when handli…
 
We know that it is sometimes difficult to stick to those New Year’s resolutions, whether they be related to diet and exercise or saving and spending. So, we have invited George Fernandez and Andy Garrison of Mariner Wealth Advisors to have a conversation about what they are thinking about when planning financial goals for the year. Those planning t…
 
According to Game Plan Experts, there are, on average, 76,000 people killed and 174 billion dollars in average annual losses because of natural disasters every year. These numbers are so high because many people are not prepared for emergency situations like hurricanes, fires, tornadoes, flooding, earthquakes and other extreme weather. Today we inv…
 
Throughout the life of our podcast, we have been asking you to send in any questions or thoughts you might have that you would like us to cover. In a segment we’re calling Mariner Mail, we have gone through some of these financial questions and invited Scott Voss and Jadin Winberg from Mariner Wealth Advisors to help answer them. Questions answered…
 
According to the Bureau of Labor Statistics, American households spend approximately $500 a month on their automotive transportation. Over a 60-year period of time, that equates to roughly $360,000 – not a small expense by any means. And, let’s face it, buying a car can be overwhelming. In this podcast, our guest expert, John M. Vincent, an automot…
 
One in eight people are related to someone with special needs, according to Pew Research Center. There is a broad definition of special needs and it does not discriminate. If you have a family member with special needs, it’s important to adapt your financial plan. Depending on the severity of the special needs, parents may need to not only plan for…
 
We are all impacted by cybersecurity. This podcast includes answers to questions we have received, to help ensure your personal information is kept safe. Many firms spend a great deal of money to protect your data, but are you following steps to protect it too. With the recent data breaches of Facebook, Uber and Equifax, among others, it’s more imp…
 
This is Episode 6, the last episode in our Investing Strategy series, and it’s called, Misbehavioral Finance: How Emotions Ruin Investing Outcomes. We talk with Dr. Ted Klontz, of Klontz Consulting Group, an associate professor at Creighton University and professional consultant for major entertainment management groups. Klontz has authored or co-a…
 
The goal of this episode is to educate you on life insurance – why you need it, the role it can serve in your financial plan, the differences in types, and more. Most importantly, we want to simplify the context of life insurance so you can make an informed decision about your own wealth plan. According to the Life Insurance Market Research Associa…
 
For years, Health Savings Accounts (HSAs) were thought of as “the cheap insurance” because consumers paid more out-of-pocket expenses, which resulted in lower premiums for both the consumer and the employer. How do you know if an HSA is a good fit for your medical insurance needs? First, analyze your medical spending habits. Are you a relatively he…
 
Shanna Hutcheson, a registered dietitian, talks about how you can improve your health through what you put in your body. She breaks down the pros and cons of the “fad” diets and detox methods out there today, such as Atkins, Keto, cleanses and Paleo, and why she doesn’t endorse any of them. She also explains that “carb” is not a four-letter word, t…
 
The good news is that whether you realize it or not, you already have an estate plan. Every state in the union provides a process that will pass on your assets upon your death, unless you’ve planned otherwise. The bad news is that it may not be the one you want. In our podcast, Simplifying the Estate Planning Process, Brian Leitner and George Ferna…
 
Research indicates that people will spend more time planning a vacation than they do their retirement plan. Why not make it easier? In our podcast, Travel Hacks To Simplify Your Life, guest Shiraz Dalal, a commercial pilot and a travel consultant, shares with host Brian Leitner travel tips and hacks that everyone should be aware of when planning th…
 
In our podcast, Can Money Buy Happiness?, host Brian Leitner and guest Dr. Elizabeth Dunn, a professor of psychology at the University of British Columbia, explore the research behind how you spend money and the impact that may have on your happiness. Dr. Dunn will give tips to “happier spending” as well as how to get the biggest happiness bang for…
 
Host Brian Leitner welcomes Kristen Christian and Lisa Foley, the owners of Bee Organized, to this week's podcast. Lisa and Kristen share tips on how being organized can not only help you simplify your life, but also bring peace-of-mind and a calmness to your family or yourself. They offer tips on: How to determine if you need more organization in …
 
At the end of 2017, President Trump approved the 2017 Tax cuts & Job Act (TCJA). The new law includes some of the largest tax changes since 1986 in an effort to simplify the tax code. What does this mean for you and your 2018 filings? This podcast covers the biggest changes and their impact to tax payers, how you should take advantage of the change…
 
Our goal, at Mariner Wealth Advisors, is to help you live your best possible life. The Your Life, Simplified podcast will discuss topics that will not only help you make more informed financial decisions, but also address topics that could improve your life in other ways. This might be by hearing from doctors, nutritionist and other professionals. …
 
Remember those funky Snapchat Spectacles? People waited hours in line in New York when they came out. They sell on Amazon for a hundred and thirty bucks. Twelve months later the company wrote down forty million dollars because of unsold Spectacles. The stock tanked. Hi! I am Doctor Scott Brown and I am here to show you what works in the investment …
 
Should dividends be outlawed? Take for example the perverse scenario in General Electric in twenty seventeen. Management cut the dividend by half. The stock dropped by eleven percent that day. Did this shock shareholders? I doubt it. The company had been bleeding cash. The firm continued to pay dividends regardless. The share price had already drop…
 
I was shocked! A recent article by Seeking Alpha proclaims the death of value investing. Hi. I am Dr. Scott Brown. I am the Rhodes Society co-founder along with wealth attorney Daniel Hall, JD. Check out our cutting-edge investment club over at Rhodes Society dot org. The bible of value investing is Security Analysis by Columbia finance professor B…
 
Who cares about inflation? You probably don’t even notice it. If you’re an American. A percentage or two a year is slow acting; like rust on stainless steel. Merchandisers had to re-sticker the stuff on supermarket shelves two or three times a day in Brazil. Inflation was over one thousand percent in the eighties. That’s right. Clack-clack-clack we…
 
Do you save? We save a lot. Hi, I am doctor Scott Brown and welcome back to this podcast designed to help you get the most out of your money. I am coming to you right now from the cutting-edge Rhodes Society club that fosters your x-ray vision of the investment markets. Let’s explore the next vital concept. The essential importance of systematicall…
 
When you read the Wall Street Journal does it seem like it’s written in Egyptian hieroglyphs? When you listen to CNN Money does it sound as unintelligible as ancient Greek? Do you want more out of your money? Are you looking for growth and better income but feel like you are looking in all the wrong places? I am Doctor Scott Brown and I want to ext…
 
EON speak to Douglas Isles from Platinum Asset Management on the outlook for global investing in 2018. Platinum has been a significant contributor to the podcast since the start. We have been beating the drum about the importance of global investing since the podcast started. If you acted, you have been rewarded with significant outperformance over…
 
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