Best Capstone Wealth Management Podcasts (2024)

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AUG 14 - Disinflation continues and SPX 5479 Pay Attention! 17:24

2h ago17:24

17:24

Levels for the S&P 500 cash and futures to pay attention toBy Capstone Wealth Management

1
Financial Personas 22:10

11h ago22:10

22:10

Our vision for retirement is often too small when it should be a capstone time of enjoyment and fulfillment. Each episode explores how different interviewees flourish in this season, with reflection on strategic takeaways for our listeners. In this episode, hosts Len Hayduchok and Doug Sandler tackle the intricacies of financial personas and the co…

1
Episode 67 - Chrissy Lee & Meghan Martin 48:25

6d ago48:25

48:25

With Episode 67, we are joined by Meghan Martin of Apella Wealth and Chrissy Lee of Merit Financial Advisors. Meghan is the newly appointed Chief Operating Officer at Apella Wealth, headquartered in Hartford, CT. The firm advises on approximately $4.35 billion and has 93 employees across 16 office locations. Chrissy is the Chief Operating Officer a…

1
AUG 3 - Deflationary Risk Off coming? 28:30

10d ago28:30

28:30

What's causing the stock market to sell off? Is there more? Get the video version of this podcast here: https://rumble.com/v59kwip-are-we-back-to-deflationary-risk-off-part-1.htmlBy Capstone Wealth Management

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AUG 1 - S&P 500 trade and trend levels. META, AAPL, AMZN, Bonds and Bitcoin 18:00

12d ago18:00

18:00

S&P 500 trade and trend levels. META, AAPL, AMZN, Bonds and BitcoinBy Capstone Wealth Management

1
JUL 30 - Oil, Earnings and Volatility! 12:44

16d ago12:44

12:44

What's Oil (and other Commods) saying? What's MSFT saying? What's VIX saying?By Capstone Wealth Management

1
Dennis Torres: Ethics, Fulfillment, and the Power of Continuous Learning 44:16

16d ago44:16

44:16

Our vision for retirement is often too small when it should be a capstone time of enjoyment and fulfillment. Each episode explores how different interviewees flourish in this season, with reflection on strategic takeaways for our listeners. Len Hayduchok and Dennis Torres, through their experiences and insights, navigate the often-overlooked aspect…

1
JUL 22 Daily Data 18:31

23d ago18:31

18:31

Today's action and major market TRADE and TREND levelsBy Capstone Wealth Management

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JUL 18 Daily Data 16:53

27d ago16:53

16:53

Today's daily actionable dataBy Capstone Wealth Management

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

30d 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

1M 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

2M ago54:01

54:01

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

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JUN 20 - Got risk management? 54:01

2M 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

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

2M 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

2M 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?…

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Episode 65 - Rebecca Davis & Joe Klein 41:23

2M 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…

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

3M 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

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MAY 22 - Short Term Sell Off? 54:01

3M 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

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

3M 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

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

3M 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.…

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

3M ago54:01

54:01

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

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Episode 64 - Adrian Chastain & Kailee Ostroski 48:42

3M 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…

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

4M 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

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

4M 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

4M 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

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

4M 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

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

4M ago54:01

54:01

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

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

4M ago54:01

54:01

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

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

4M 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

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

4M ago54:01

54:01

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

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

4M 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…

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

5M ago54:01

54:01

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

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

5M ago54:01

54:01

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

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

5M ago54:01

54:01

Fed "coos" dovishBy Capstone Wealth Management

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

5M 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

5M 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

5M 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

5M ago54:01

54:01

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

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

5M 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

5M 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

6M ago54:01

54:01

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

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How to ride the bubble! 54:01

6M 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