Best HFM Podcasts (2024)

1
NASDAQ – Live Fundamental & Technical Analysis 59:36

4h ago59:36

59:36

Join Michalis for a webinar which focuses on live fundamental and technical analysis of the NASDAQ. Our experts will guide you through real-time market data, offering insights into the latest trends, key indicators, and economic factors driving the market. Learn how to effectively combine fundamental and technical analysis to make informed trading …

1
Improve Your Trading Mindset 1:07:36

6d ago1:07:36

1:07:36

Join us for an insightful webinar designed to enhance your trading mindset. Discover strategies to remain discipline, have the right mindset, and maintain a positive outlook, and ensure you are avoiding bad habits in the trading world. In this webinar, we will look at the following: •Techniques to stay disciplined and keep to your trading plan. •Ho…

1
Algorithmic and Systemic Trading 1:02:39

8d ago1:02:39

1:02:39

Understand what Algorithmic Trading is and why it's only for the players. Why having a system is important and helps with a lot of the other issues of trading. •What are discretionary and non-discretionary systems? •How to create a system: what works and what doesn’t and examples of good systems •Testing, Mindset, Discipline and Time Frames Disclai…

1
From Grief to Relief: Saving on Taxes After Saying Goodbye 28:26

13d ago28:26

28:26

Welcome back to the Dollar Wise Podcast. In this episode, Jason Gabrieli and guest Brian Masessa, CPA from Premier Accounting Services, delve into the financial complexities that arise when a loved one passes away. They discuss the essential steps executors must take, the intricacies of probate, and the importance of proper documentation. Brian exp…

1
Short Term Trading Strategies 1:02:06

12d ago1:02:06

1:02:06

Many analysts and economists classify CFDs as primarily suitable for short-term trading. Let's review two new strategies that haven't been covered yet in the 2024 webinar series. The webinar will include the following: •How to benefit from the trend using indicators for entry and exit points. •Indications of a loss of momentum •How to make quick tr…

1
Trading with Multiple Divergence 52:29

14d ago52:29

52:29

In this session, Andria will demonstrate the power of Divergence with an exclusive strategy for any kind of trader. Join her for an informative discussion where you will learn: •The power of this tool signal •How spotting multiple divergence can be of great assistance in forex trading. •Q&A Disclaimer: This material is provided as a general marketi…

1
Smart Not Spoiled: Raising Financially Savvy Kids 17:46

23d ago17:46

17:46

In this episode of the Dollar Wise Podcast, host Jason Gabrieli is joined by Chad Willardson, president and founder of Pacific Capital, bestselling author, and co-founder of GravyStack. Chad shares his journey of teaching financial literacy to children, inspired by his experiences as a father of five. He discusses the development of GravyStack, an …

1
Heikin Ashi for Scalpers 1:03:44

26d ago1:03:44

1:03:44

In this webinar Andria will demonstrate the power and simplicity of this great stand-alone indicator. This is the perfect opportunity for traders of all levels to find out how Heikin Ashi candles compare to normal candlesticks and how to use them for scalping, as she explains their benefits and other essential information such as: •What makes Heiki…

1
Correlations and Investor Sentiment 1:05:05

26d ago1:05:05

1:05:05

The price of certain assets is known to correlated. This webinar will look at how can traders use this as part of their analysis and trading strategy and much more including: •Well known correlations and why they are correlated. •Correlations and your strategy. •Analysis using correlations and investor sentiment. Disclaimer: This material is provid…

1
How To Use the RSI Alongside Other Indicators 55:24

1M ago55:24

55:24

This webinar will introduce the RSI and how this oscillator can be used to compliment other indicators and various trading strategies. The webinar will cover the following: - Introducing the RSI for beginners - How to use the RSI to obtain various signals. - Using the RSI as part of your strategy or with other indicators. Disclaimer: This material …

1
Advanced Moving Averages 1:29:18

1M ago1:29:18

1:29:18

Moving averages are some of the most popular indicators traders use. But which ones do you choose and which time frames do you use? Let Andria elaborate on that and see how they can all work together. Learn more about: • Moving averages (Simple, Exponential, Smoothed, Weighed) • Fast, slow and crossovers • Is any of the approaches the best? Disclai…

1
Choosing Your Stop Loss and Pending Orders 57:18

1M ago57:18

57:18

What do traders need to take into consideration when using stop losses and pending orders to enter and exit trades? This webinar will look into the following: • How determine where and when to enter your pending orders. • At which price should the stop loss be placed? • Rewards to Risk Rewards + Success Rate Disclaimer: This material is provided as…

1
News Trading Strategies 1:27:07

1M ago1:27:07

1:27:07

This webinar will address the higher volatility surrounding the release of crucial news updates, and its tendency to deviate from established market patterns. Our discussion will focus on adjustments traders can implement to effectively navigate trading environments influenced by such news releases. This webinar will cover: • News Price Action • Tr…

1
Swing Trading & The Upcoming Swing 1:17:56

1M ago1:17:56

1:17:56

How can trading use swing trading while continuing to avoid overnight and weekend risk such as price gaps? This webinar will look at the following: •The swing trading strategy. •How can short term traders use the swing trading strategy. •Limiting overnight and weekend risk Disclaimer: This material is provided as a general marketing communication f…

1
Carry Trade & Carry Trade Strategy 1:03:35

1M ago1:03:35

1:03:35

One of the favourite trading strategies of global macro hedge funds and investment banks is the leveraged Carry Trade strategy. In this session, we will cover: •What is a carry trade? •How does carry trade work and why? •When will carry trade work and when it won’t. Disclaimer: This material is provided as a general marketing communication for info…

1
The Key To Retiring Earlier May Not Be Saving More 14:43

1M ago14:43

14:43

Welcome back to the Dollar Wise Podcast. In this episode, Jason Gabrieli and Catherine Allen-Carlozo, both CERTIFIED FINANCIAL PLANNERS at HFM Investment Advisors, discuss the most loaded question they encounter: "How much do I need to retire?" This discussion unpacks the factors that influence the answer to this question, highlighting personal spe…

1
Don’t Let 5% Savings Accounts Distract You From Investing for the Long Term 17:22

2M ago17:22

17:22

Welcome back to the Dollar Wise Podcast. In this episode, Jason Gabrielli, a certified financial planner, discusses the current trend of keeping money in cash. With high-yield savings accounts offering around 5%, many investors are unsure whether to invest or leave their money in cash. Jason highlights the importance of understanding historical ret…

1
How To Analyse Pullbacks And Trade Breakouts! 1:09:18

2M ago1:09:18

1:09:18

When traders attempt to trade a trend, their main concern is the pullback and how to determine when the pullback will end, and the next impulse wave will begin. As part of our webinar, you will learn: •How to determine when a pullback ends •When the next impulse wave will begin •Q&A Disclaimer: This material is provided as a general marketing commu…

1
Three Scalping Strategies 1:07:15

2M ago1:07:15

1:07:15

Our FX Market analyst, Andria, will be your host for this dedicated webinar on THREE scalping strategies. One strategy for beginners, one strategy for intermediate traders, and one strategy for advanced traders. Disclaimer: This material is provided as a general marketing communication for information purposes only and does not constitute an indepe…

1
Improve Your Trading Plan 1:14:30

2M ago1:14:30

1:14:30

Most traders believe the trading plan is more important than the strategy. A trader can have a good strategy but a bad trading plan resulting in an “unsuccessful” trader. A bad strategy with a good trading plan can result in a “profitable” trader. Join our webinar where we look at the following: •What is wrong with my trading plan? •Trading mindset…

1
Advanced Swing Trading Strategy 1:29:19

2M ago1:29:19

1:29:19

What is your favourite swing trading strategy? Join Andria today as she explains 10 swing trading strategies using a combination of some of the most popular technical analysis indictors that can be applied to all markets and all-time frames. Learn also: •Entry and exit points •Stop loss •Q&A Disclaimer: This material is provided as a general market…

1
Unlock the True Potential of Your 401(k) Savings 16:00

2M ago16:00

16:00

Jason Gabrieli and Tyler Reedman, both CERTIFIED FINANCIAL PLANNERS at HFM Investment Advisors, dispel common misconceptions about 401(k) contributions. They dissect the difference between matching the employer’s contribution and maxing out a 401(k). They discuss contribution limits and strategies to increase contributions incrementally so you can …

1
Strategy – Short Term Entries and Exits! 1:12:46

3M ago1:12:46

1:12:46

Step by step instructions on how to easily use this “trend-based” strategy. This webinar will cover the following: •Avoiding bad habits – selling when high + buying when low. •The signal, indicators, and triggers. •Targets depending on your success rate. Disclaimer: This material is provided as a general marketing communication for information purp…

1
Margin, Leverage, Swaps: Trading essentials decoded. 1:25:44

3M ago1:25:44

1:25:44

Leverage and margin offer potential for greater returns or heightened losses with minimal investment. Discover how they work in our webinar. Learn also: •What is margin? •What is leverage? •What you should know about swaps Disclaimer: This material is provided as a general marketing communication for information purposes only and does not constitut…

1
Affording Retirement in New Jersey: Tax Benefits and Programs for Seniors 13:30

3M ago13:30

13:30

When you retire, do you want to stay in New Jersey? Jason delves into the common concerns about retiring in New Jersey, such as the state’s reputation for high taxes and living costs. He also covers recent changes and programs like the Senior Tax Freeze and the Stay NJ program that make New Jersey a more appealing retirement destination. Lastly, he…

1
Forex Order Blocks 1:02:14

3M ago1:02:14

1:02:14

Order block is a market behaviour that indicates order collection from financial institutions and banks. Prominent financial institutes and central banks drive the forex market. It’s important for traders to know what they are doing in the market. In this webinar you will learn: •What is the Order Block? •How Does Order Block Trading Works? •Q & A …

1
Scalpers' trade management rules 1:10:03

3M ago1:10:03

1:10:03

Learn how a scalper can benefit from clear trade management rules. Our analyst Andria explores how alternative approaches to trade management will impact your trading and when different approaches should be applied. In this webinar: • Learn what trade management is • Discover different approaches on trade management • Learn when certain kinds of tr…

1
Scalping Strategies for CFDs! 1:18:40

3M ago1:18:40

1:18:40

This webinar will look at a new scalping strategy which looks to enter and exit within a short period. The strategy will include the following: •Indicators •Price action •Price sentiment Disclaimer: This material is provided as a general marketing communication for information purposes only and does not constitute an independent investment research…

1
Charge Up Your Savings: Home Improvement and EV Tax Credit Overview 12:58

3M ago12:58

12:58

Home improvements, purchasing electric vehicles, and installing a qualified vehicle refueling and recharging apparatus at your home could entitle you to a tax credit. Jason reviews the different types of credits, their requirements, and the importance of consulting a tax advisor to optimize these opportunities to integrate them into your financial …

1
Trading Basics 1:20:58

3M ago1:20:58

1:20:58

Join HFM's webinar where our analyst, Michalis, will be covering the “basics” of trading including: •Trading Terms •Analysis basics •Strategies & orders Disclaimer: This material is provided as a general marketing communication for information purposes only and does not constitute an independent investment research. Nothing in this communication co…

1
Advanced FX Trading Strategies 1:14:37

4M ago1:14:37

1:14:37

Andria looks at Price Action vs. Mean Reversion and explains how the two types of currency trading strategies can be combined successfully. •Understand why Bollinger Bands are one of the most powerful trading tools •Discover Chart Formations such as Channel Surfer, Waterfall, Breakout and Hummingbird •Learn how to integrate the two strategies into …

1
Alternative Indicator Strategy 1:15:24

4M ago1:15:24

1:15:24

In this webinar, we examine some often overlooked, alternative indicators that provide a different approach to momentum. Find out how to use these less-common indicators, see how they compare to others, and why it's good to use different indicators. This webinar will discuss: •The Williams Percent Range indicator •The Commodity Channel Index (CCI) …

1
Position Sizing: Scaling In and Scaling Out 1:10:31

4M ago1:10:31

1:10:31

One of the difficulties which investors encounter is what trade size to open and at which price. Scaling in and out can assist in mitigating the risk relate to the price as well as the trade size. Join today’s webinar for beginners-intermediates to find out more: •What is scaling in and scaling out of positions •Position sizing rules •Q&A Disclaime…

1
HSA Strategies: Unlocking the Full Benefits of Your Health Savings Account 8:06

4M ago8:06

8:06

Are you enrolled in a Health Savings Account? (HSA) In addition to being used for immediate medical expenses, it provides tax advantages and can be used as an additional retirement tool. Jason reviews the requirements for an HSA, such as enrolling in a high-deductible health plan and the potential to invest contributions for long-term growth. He al…

1
Risk Management for Beginners 1:11:44

4M ago1:11:44

1:11:44

Risk management can be difficult to understand, and many traders do not know how to apply it to their trading. This webinar will gather specific risk management elements appropriate for beginners as well as how to implement. Learn also: •The aim of a successful Risk Management set-up. •Risk Management tools and techniques. •The truth about Diversif…

1
Earnings Season Review 1:09:13

4M ago1:09:13

1:09:13

Earnings reports have not failed to create volatility amongst the US and European stock market. This webinar will review earnings so far, reports to come and how the stock market may develop in the coming months. Learn also: •What is an Earnings report •Earnings Season •Stock market and earnings season Disclaimer: This material is provided as a gen…

1
How to Use RSI 1:06:53

4M ago1:06:53

1:06:53

Andria, our Market Analyst, as she explains the background, how to apply and why the Relative Strength Index is so popular with Technical Analysts and traders across all time frames: •The best settings and market types for RSI •RSI - Support & Resistance •RSI - Divergence, Trends and Turning points Disclaimer: This material is provided as a general…

1
Analysis of Current Market Trends 53:53

4M ago53:53

53:53

Our market analyst, Michalis, will analyse the current trends in the forex, stocks, and commodities markets. This webinar will look at the following: •Technical analysis of current trends. •Fundamental analysis of current trends. •Key price levels within each trend and well as breakout levels. Disclaimer: This material is provided as a general mark…

1
2024 FAFSA Updates: Navigating Changes in College Funding for Families 12:13

4M ago12:13

12:13

This year, students and their families will notice significant changes to the Free Application for Federal Student Aid (FAFSA) process. We'll review these changes and how they can impact families navigating college funding. Key topics include the reporting of student income, business and farm assets, retirement plan contributions, and the implicati…

1
Bitcoin ETF, Where Does It Fit Into Your Investments? 13:56

5M ago13:56

13:56

Bitcoin has made a comeback in the last few weeks with the SEC's recent approval of Bitcoin ETFs. So, what does this mean for investors? Jason explains the implications of the Bitcoin ETFs, their accessibility for average investors, and the impact of this development on the value of Bitcoin while evaluating the risks regarding your investment strat…

1
Navigating the New Normal: A 2023 Economic Overview 13:28

6M ago13:28

13:28

So, how did 2023 end up? According to the news or social media, the economy and the average person are worse off than ever. In this episode, Jason and Catherine refute that notion with real-world data and examples, and provide a balanced perspective on current economic conditions, including inflation, the GDP, and the growth of personal net worth i…

1
Should You Invest in AI Stocks? 14:53

6M ago14:53

14:53

Welcome to a festive edition of the Dollar Wise podcast! Jason Gabrieli and Catherine Allen-Carlozo, both Certified Financial Planners at HFM Investment Advisors, delve into the latest world of Artificial Intelligence (AI)stocks. Tune in to hear them discuss the recent trends of investing in AI and the massive influx of AI-related companies. You wi…

1
Breaking Down Medicare: What You Should Know Before Enrolling 22:50

7M ago22:50

22:50

Jason Gabrieli is joined by recurring guest Bill Webb from Saratoga Medicare Advisors to dive into the topic of Medicare. They recognize that Medicare can be a complex subject and often misunderstood, leading to surprises regarding coverage. Jason and Bill aim to provide valuable insights and dispel misconceptions about Medicare. They start by brea…

1
What To Do With Those Old 401(k)'s 10:01

8M ago10:01

10:01

Whatever happened to that old 401(k) at your first job? Today, learn how to manage old employer retirement plans. Throughout this episode, gain insight into the various paths you can take with accrued retirement balances from past employment ventures. Jason reviews the options available to you, discussing the benefits and drawbacks of each to aid y…

1
Should You Sell Your House for $1? 14:41

8M ago14:41

14:41

Would it ever make sense to sell your house for a few bucks? Jason Gabrielli dives into the world of estate planning, specifically focusing on the ownership of your house. Jason addresses a common misconception about selling your house to your kids for a low price, debunking the idea that it can help avoid taxes. He explains the federal estate tax …

1
How to Invest in A Secure Financial Future for Your Children 12:36

9M ago12:36

12:36

Jason Gabrieli zeroes in on a topic he often discusses with clients: investing for the younger generation in your family. Jason reviews the options available to you as a parent, grandparent, or guardian to begin fostering a secure financial future for them. Jason reviews several options, including accounts available under a custodian's supervision,…

1
Aging with Grace: Ensuring a Burden-Free Future through Life Care Planning 13:41

11M ago13:41

13:41

HFM is shining the spotlight on the crucial topics of elder law planning and life care planning. CERTIFIED FINANCIAL PLANNER Jason Gabrieli is joined by Brittany Tedesco, Esq. from Bratton Law Estate and Elder Attorneys, a seasoned expert in the field, guides listeners through the various aspects and timelines associated with these services. The co…

1
Calculating Your Optimized Social Security Formula 14:33

12M ago14:33

14:33

CERTIFIED FINANCIAL PLANNER and Registered Social Security Analyst Catherine Allen-Carlozo sits with Jack McGee to delve into the world of social security and retirement planning. They emphasize the value of informed decision-making when it comes to social security benefits and retirement age. The discussion centers around exploring various options…

1
Rich vs. Wealthy: What's the Difference? 14:38

12M ago14:38

14:38

Although the two might be used interchangeably, rich and wealthy have two meanings in financial planning. CERTIFIED FINANCIAL PLANNERS Jason Gabrieli and Catherine Allen-Carlozo discuss the importance of saving, building wealth, and aligning spending with financial goals. They emphasize the role of net worth and assets in achieving financial freedo…

1
Gold For The Long Term? 14:19

1y ago14:19

14:19

On this episode of Dollar Wise, Jason Gabrieli and Catherine Allen Carlozo dive into the topic of gold as an investment. Recent events like COVID-19 and stock market fluctuations have made people lose faith in their sources of security, leading to increased demand for gold investment. However, investing in gold should only be done with moderation a…

Podcasts Worth a Listen

HFM Podcasts

Podcasts Worth a Listen

Quick Reference Guide