Brett Pattison - Podcast Details

Shows

Iron Gate Financial RadioTariffs, Turmoil & Trump: What Smart Investors Do NowThis week, Brian and Brett dive deep into the rising tension around tariffs and the ripple effects they’re having on the markets. With volatility back in the headlines, we break down what the best businesses in the world are doing during uncertain times—and what you should be thinking about as an investor. We also discuss a critical question: Do you really understand what it means to be an investor in the stock market? And finally, the debate heats up: Is Trump’s economic plan a precision scalpel… or a blunt sledgehammer? Brian and Brett don’t exactly see eye to eye...2025-05-0833 min

Iron Gate Financial RadioTrump Tariffs, Market Fear, and Buffett's Big LessonsFear is gripping the markets. A key fear gauge we track has just hit its highest level since 2022—when stocks were in a full-blown bear market. With uncertainty on the rise, how should investors respond? In today’s episode, we break it all down: - Trump’s tariffs – Should investors be worried, or is the fear overblown? - A buying opportunity? Fear often creates opportunity—but is now the right time to buy? We share the key indicator we use to gauge market entry points. - Why tariffs aren’t all bad – The long-term economic and market impacts that most investors over...2025-03-0629 min

Iron Gate Financial RadioTrump's Tariffs: Protecting America or Disrupting Markets?In this episode, we take a deep dive into why President Trump is doubling down on tariffs and what it means for the markets and investors. While tariffs often spark short-term volatility, they are part of a much bigger strategy to protect U.S. national security and stop unfair global trade practices. We break down: - Why Trump is implementing tariffs. - How tariffs aim to level the playing field in a world where the U.S. has been taken advantage of for decades. - China's trade tactics - from currency manipulation to hidden subsidies - and how tariffs are...2025-02-0327 min

In the News181: Bourbon Snow ❄️ Sickening Vitals 🤧 and OK iPhones!Send us a textWatch the video!https://youtu.be/49NisL_1B-YIn the News blog post for January 24, 2025:https://www.iphonejd.com/iphone_jd/2025/01/in-the-news762.html00:00 Where Y’at? Segment: Bourbon Snow!15:50 18.3 - Equals Repeat is Back!21:43 The Tip(s) of the iPhone25:40 Sickening Vitals30:54 CarPlay Update Still Vrooomin’35:59 What Will Matter in 202542:40 OK iPhones!45:54 Brett’s iTip: Customize the “Modular Ultra” Face on your Apple Watch Ultra54:12 Jeff’s iTip: Navigating the iPhone Battery Life in Extreme Cold WeatherJames Finn...2025-01-241h 00

Iron Gate Financial RadioA Look Back at 2024 and the Themes Shaping 2025In this episode, we dive into the standout stories of the financial markets in 2024 and set the stage for what lies ahead in 2025. Here’s what you’ll hear: 2024 Market Recap: We break down the surprisingly strong 20% plus returns of the S&P 500, reflecting on how they exceeded expectations and what drove this outperformance. The “Magnificent 7”: We take a deep dive into the tech giants that dominated the market. These 7 companies currently comprise 33% of the S&P 500. Is this kind of market concentration good or bad or is it a bubble waiting to burst? 2025 Market Preview: We outline the three biggest...2025-01-0826 min

Iron Gate Financial Radio5 End of the Year ConsiderationsAs the year comes to a close, it’s time to take control of your financial planning and make the most of the opportunities available before 2025 arrives. In this episode, we’re diving into five essential end-of-year strategies to help streamline your investments, optimize taxes, and plan for a financially sound future. We’ll define and weigh the pros and cons of: 1. Backdoor Roth Conversions 2. Donor-Advised Fund (DAF) Accounts 3. Donating Appreciated Stocks 4. Qualified Charitable Distributions (QCDs) 5. Key Considerations for 1099 Employees Whether you’re preparing for retirement, looking to maximize your charitable giving, or navigating self-employment as a 1099 worker, this episode is packe...2024-11-2418 min

Iron Gate Financial RadioThe Biggest Risk Facing Our CountryThe election is finally over—hooray! The political ads are gone, and the results are in: a red wave swept the Republicans into control of the White House, the Senate, and Congress. But what does this mean for your investments? Is this political shift a blessing or a curse for the economy? And why does Warren Buffett, the Oracle of Omaha, still sit on an eye-popping $325 billion in cash? In this episode, we dive into these pressing questions and more. We'll explore the election's impact on the markets, discuss Buffett’s legendary cash hoard, and most importantly, uncover the greatest risk f...2024-11-1525 min

Iron Gate Financial RadioElection Countdown: Insights, Predictions, and Wealth-Building StrategiesThe election is here and the rhetoric from both sides is louder than ever. In this episode, we cut through the noise and fear-mongering to bring you the insights you truly need. While there’s much we can’t predict about next week, there are key factors we do know—factors that could make a real difference for your financial future. Join Brian, Brett, and Spencer as they share their expert insights, make predictions, and reveal their strategic plan to help you navigate the election’s impact and keep compounding your wealth. Buckle up—this episode is essential listening for any invest...2024-10-3024 min

Iron Gate Financial RadioCan Taking Profits Lead to Financial Ruin?The S&P 500 has reached unprecedented heights, achieving 30 all-time highs in 2024. But with the ongoing bull market, interest rate cuts from the Fed, and an impending election, should investors consider securing their profits? In today's podcast, we draw valuable insights from the timeless classic, "Reminiscences of a Stock Operator," the biography of Jesse Livermore, a legendary investor known for his spectacular successes and catastrophic failures. As we reflect on Jesse's remarkable journey, our Chairman, Brian, shares key takeaways. Using Jesse's experiences as a backdrop, we tackle crucial questions: - Can taking profits lead to financial ruin? - How should investors...2024-10-0524 min

Iron Gate Financial RadioThe Apocalypse, Gold, and FootballWhat a year for the precious metal gold! It’s returns, year-to-date, are almost double the S&P 500. With the coming apocalypse, is now the time to buy that shiny precious metal? Speaking of the apocalypse, I hear it’s coming. If you ask people on the far left, a Trump presidency will cause it. If you ask people on the far right, a Kamala presidency will cause it. So apparently it's coming no matter what. In this episode, we discuss how this coming apocalypse impacts your portfolio. We also hit on gold and of course, football (because it’s that t...2024-09-1422 min

Iron Gate Financial RadioCash is KingThe NFL just signed off on allowing Private Equity firms to invest in up to 10% of a team. Why did the NFL owners agree to this? They want liquidity. They want cash. Their asset, an NFL team, is illiquid. Liquidity is one of the most undervalued characteristics in any investment. In today’s podcast, Spencer and Brett discuss the importance of liquidity when investing. They dissect private equity, venture capital, and real estate as asset classes and why they may not be the best investment if people want cash. They also dive into the importance of investing with a “fiduciary”, someon...2024-08-3024 min

Iron Gate Financial RadioThe Unspoken Truth about Market ReturnsThe average return for the stock market since 1928 is 9.85%. In those 95 years, how many times do you think the market has ended the year between 8% and 12%? In today's podcast, we discuss how everyone's expectations of the market are often incorrect. (In fact, if you have any expectations, it's best to discard them altogether!) The stock market has experienced more years with returns over 30% than years with returns between 8% and 12%. We also discuss how the Iron Gate process helps us stay disciplined in both good and bad years. As investors, it's essential to sift through the noise and remain focused on...2024-06-0725 min

In the News150: Monday Funday, Vision Pro Kitchens, Tracking Your Tools 🔨 and Cute App PillowsSend us a textWatch the video!https://youtu.be/J98cPNDDEmIIn the News blog post for June 6, 2024:https://www.iphonejd.com/iphone_jd/2024/06/in-the-news730.html 00:00 18 Reasons to Watch Dub Dub on Monday20:59 Parking Your Passwords26;11 Apple Truck31:37 Pulling On That Thread35:04 Vision Pro on Aisle 339:57 Unbold Your Notes41:33 Cuddling Up to Apps42:55 Where Y’at? FindMy Tools and FindMy Mac51:06 But Can You Find Yourself? 52:41 Brett’s iTip: Toggle Between Mobile View and Print Layout in Microsoft Word 58:32 Jeff’s iTip...2024-06-071h 07

Iron Gate Financial RadioWhat does Warren Buffett's Sale of Apple Mean?Another year, another amazing Berkshire Hathaway annual conference. This year Warren Buffett recently made headlines after selling 10 million shares of Apple stock and building a cash hoard of $189 billion. In today’s podcast we discuss: 1. Why Buffett sold 10 million shares of Apple stock. Is Apple doomed as a company as the headlines would make you believe? 2. What in the world do you do with $189 billion in cash? We also discuss one of Buffett’s weaknesses (which he admits himself), and what we can learn from it. As well as technology, Boeing, AI, and much more in today’s podcast. Here's to wis...2024-05-1032 min

Iron Gate Financial RadioNavigating Elections and the AI BoomIn an election year, the media tends to emphasize market uncertainty, potentially leading to short-term thinking. Some fear a market correction, especially with recent NASDAQ gains, prompting thoughts to postpone decisions until after the election for clarity. What type of impact will the election have? Should it matter? What about Artificial Intelligence? Is now the time to invest? In this episode, we discuss the answers to these questions and add a little college sports into the mix. Here's to wise investing, Brett, Brian, and Spencer 2024-04-2942 min

Iron Gate Financial RadioStrengthen Your Investment JourneyWarren Buffet once said, "Someone's sitting in the shade today because someone planted a tree a long time ago." In this episode, we talk about three things you need to be aware of if you want to build wealth for your future. 1. Understanding the Stock Market: What do you need to know to create wealth? 2. Choosing the Right Investment Accounts: Do you know which accounts are best for you? 3. Trusting the Investment Process: Do you have the right investment plan for you? The answers to these questions may surprise you. Here's to wise investing, Brett Pattison, Brian Hunsaker, and Spencer Nels 2024-02-2732 min

Iron Gate Financial RadioThe Myth of Perfect TimingThe S&P is at an all-time high. Did you miss the chance to invest? In this episode, we discuss the psychology of investing, while debunking myths around market timing and valuation. It's important to embrace a long-term perspective and avoid the trap of trying to time the market based on short-term fluctuations. Here's to wise investing, Brett Pattison and Brian Hunsaker 2024-02-0919 min

Iron Gate Financial RadioLooking Forward to 2024What a year 2023 was! Today, we review the year, highlighting how our clients' optimism outpaced the predictions of PhD economists regarding the market. Even though "experts" predict a rise in the S&P to 5150 in 2024, it's all about having a plan and sticking to it. Reacting to immediate economic or political events typically leads to failure in the long run, especially considering the noise surrounding the upcoming 2024 elections. We're committed to our disciplined approach, focusing on owning businesses and not being swayed by short-term market trends. Here's to wise investing and a great 2024, Brett Pattison and Brian Hunsaker 2024-01-0618 min

Iron Gate Financial RadioThe Impact of Charlie MungerIf you're a regular listener, you know how much we admire Charlie Munger. Unfortunately, Charlie passed away on November 28, 2023. On this special episode, we talk about the FIVE ways Charlie Munger has influenced Iron Gate Global Advisors and us personally. After listening, we hope you feel the impact of Charlie Munger as well. Here's to you, Charlie, Brett Pattison and Brian Hunsaker 2023-12-0822 min

Iron Gate Financial RadioNavigating a Messy WorldIron Gate just celebrated our 24th year. Through these years, we've seen tumultuous times, such as the dot-com bubble burst of 2000 and the 2008 financial crisis. How do we navigate through these times? It comes down to a very important concept: who is steering the ship? Great business leaders are pivotal in steering their companies through rough seas and adapting to market changes. That's why buying companies with great leadership is one of our four criteria to investing. In this episode we explore the art of investing in a messy world, where proven businesses and smart CEOs are crucial. Here's to...2023-11-1420 min

Iron Gate Financial RadioGolden TruthThe Wall Street Journal indicated that 26% of Americans now believe gold is the best long-term investment, up from 15% in 2022. There are plenty of advertisements encouraging you to rollover your retirement accounts into gold or even buy gold at Costco! So let's explore the surge in gold's popularity and tackle a pressing question: Is gold genuinely a wise long-term investment or something altogether different? In this episode; we evaluate the following: 1. Gold's Rising Favorability 2. Gold as an Investment 3. Historical Performance 4. Armageddon Strategy If you're intrigued by the allure of gold as an investment or an Armageddon safeguard, you won't want to...2023-10-3127 min

Iron Gate Financial RadioThriving Amid Rising Interest RatesHave the rising interest rates affected you? How do these increases affect businesses? In this episode, we emphasize the critical importance of a company's financial health and its ability to navigate the challenges presented by rising interest rates. Through the lens of Apple, we showcase a company with a strong balance sheet and the capacity to seize opportunities, invest in other businesses, and return value to shareholders. By following our investment process, we can focus on high-quality businesses that not only survive during these times, but thrive. Sir John Templeton once stated, "The four most dangerous words in investing are...2023-10-1420 min

Iron Gate Financial RadioWhere Focus Goes, Energy FlowsIn a world bombarded by distractions, finding your focus can be like searching for a needle in a haystack. But fear not, because in this episode, we'll explore the invaluable role focus plays in every aspect of our lives. Focusing on your financial plan and goals is the top priority. Investors should not get too distracted by macroeconomic events or market fluctuations but rather concentrate on their individual financial plans and the fundamentals of the businesses they invest in. Where the focus goes, energy flows. Here's to wise investing, Brett, Brian, and Spencer 2023-09-2930 min

Iron Gate Financial RadioBalancing Risk for Financial SuccessIn this episode, we breakdown a recent memo by Howard Marx titled, "Fewer Losers, or More Winners?". We discuss three important ideas from this memo: 1. Risk Control vs. Risk Avoidance - the importance of understanding the difference between the two. 2. The Risk of Taking Too Little or Too Much Risk - the balance between taking risks and avoiding them. 3. Warren Buffett and Charlie Munger's Investment Approach - the similarity between their approach and our process which involves controlling risks, holding onto quality assets, and avoiding big losses to create wealth. Here's to wise investing, Brett Pattison & Brian Hunsaker 2023-09-1626 min

Iron Gate Financial RadioTD Ameritrade/Charles Schwab Transition FAQIf you are a current client and are dealing with the TD Ameritrade/Charles Schwab Transition, this episode is for you. Brett sits down with our Client Services Director, Katie Sano, and dives into the frequently asked questions regarding the transition and how it affects our clients. Here's to wise investing, Brett Pattison & Katie Sano 2023-08-3111 min

Iron Gate Financial RadioUnlocking Success in Rising MarketsIn today's episode, we discuss disciplined investing, mastering your emotions, and thriving in the upward momentum of the market. We kick things off by analyzing the performances of the S&P 500 and NASDAQ this year, then discuss "window dressing". Ever heard of it? We're shedding light on this practice where portfolio managers adjust their holdings quarterly, and we're exploring the role of market psychology. Be cautious during September – a historically bumpy period for the market. But hold on, it's Fear of Missing Out (FOMO) time! We're getting into the nitty-gritty of the fear that surfaces when the market is on fi...2023-08-2224 min

Iron Gate Financial RadioHas the New Bull Market Begun?What a great start to the year! Despite the market performing well, ‘experts’ predict new lows ahead, with the commercial real estate market expected to be destroyed, and some experts claiming the next bubble is in money market funds. Gloom and doom predictions are everywhere you look. So, how can the market be up given the negative sentiment? In this episode, we discuss just how the market is so positive with all the negativity we see and hear about daily. We follow Jay Leno’s famous “headlines” segment as we discuss some of the dumbest headlines of the week. Lastly, we discuss...2023-08-2119 min

Iron Gate Financial RadioFrom Fear to FortuneThere are two distinct types of investors: the optimistic "This too shall pass" crowd and the fear-driven "This time is different" crowd. We highlight the encouraging year-to-date returns in the S&P 500 and NASDAQ to underscore that the end of the world has been postponed once again. The "This too shall pass" group are confident in the historical upward trajectory of stocks. On the other hand, the "This time is different" crowd might be tempted to sell during bear markets, a cardinal sin in investing. In this episode, we dive into the state of the stock market and explore these...2023-07-1916 min

Iron Gate Financial RadioBreaking Away from the Herd"Bull markets are born on pessimism, grown on skepticism, mature on optimism, and die on Euphoria." - Sir John Templeton Retail investors (you) are becoming more bullish and eager to invest, whereas institutional investors (experts) still express pessimism. In this episode, we discuss the performance of different sectors, such as energy, consumer staples, technology, and discretionary, and how contrarian investing (going against the herd) can lead to better returns. Additionally, we'll touch upon the growing interest in artificial intelligence (AI) stocks and how we've already invested in companies involved in AI for several years. Remember, it's important to have a...2023-06-1822 min

Iron Gate Financial RadioThe Probability of a Positive YearAt Iron Gate, we do everything we can to put the probabilities of making money for you on our side. Our process for buying the best businesses in the world helps put those probabilities in our favor. A few of the businesses that we love are still down 20 – 40% from all-time highs. However, (and here’s where it’s important to understand), those businesses are more valuable to today than when their stock was trading higher. Huh? How does that even make sense? In this episode we discuss two main topics: - What is the probability that 2023 will be a positive year? ...2023-03-3128 min

Iron Gate Financial RadioIs Now the Time to Reduce the Risk in your Portfolio?In our recent conversations with clients, a question keeps coming up, “When should I reduce the risk in my portfolio?”. 2022 was a brutal bear market so the question makes sense. Every asset class was down, most in double digits. People are tired and frustrated with volatility. In today’s episode we answer the question, “When should someone reduce “risk” in their portfolio?”. We also pose the questions: - Do people understand what risk really is? - Is a less volatile portfolio really less risky? - What role does someone’s goals play in this whole question? If there was ever a time to put a plan...2023-03-3116 min

Iron Gate Financial RadioBanks are Failing. Should you be Worried?Following a weekend of a few banks failing, we think it’s important to inform you of what happened and its impact on you. There has been some wild speculation that has caused unnecessary fear across the country. In a special Sunday night podcast, we answer the following questions: - What happened to these few banks that failed? - Is this another 2008 style bank bailout? - What does it mean to you, as a depositor, at a bank? - What would happen if TD Ameritrade, Charles Schwab, or any other brokerage failed? Would you lose all your money? We hope th...2023-03-1327 min

Iron Gate Financial RadioIs There Finally an Alternative to Stocks?Thanks to the Fed (and inflation), interest rates have moved higher and faster than any other time in history. It truly has been a historic rise. Here’s where we stand now – • 2-year treasury is now at 5.05% (1 year ago it was 1.68%) • 10-year treasury is now at 3.88% (1 year ago it was 1.94%) • a 30-year mortgage is now 6.8% (1 year ago it was 3.85%) As interest rates have risen, investors are now considering bonds, CD’s, and treasuries more than they have in the last 10 years. But is that a good idea? In this episode, Brett and Brian each take a stance on buying these investments...2023-03-1030 min

Iron Gate Financial Radio10 Golden Rules for InvestingPeter Lynch, one of the greatest investors in the last 50 years, averaged 29.2% per year from 1977-1990. It's one of the best investing streaks in history. In his writing, Lynch gives 10 rules for investing that are critical in compounding wealth over time. Lynch's transparency in his approach (and success) are why so many people try to mimic how he invested. In this episode, we share, define, and discuss these rules. Here's a few examples: - Ignore economic forecasts - Buy companies with competitive advantages - Let your winners run Some of these rules are easier said than done, which is why...2023-02-0921 min

Iron Gate Financial RadioThe Trouble with Following the HerdWhat would you do if you saw a crowd of people running away from something? You'd probably start running away yourself. Fear and survival take over and you take off! This common response in our brain, called the amygdala, is how we're hardwired to survive a crazy world. But is it always for the best? In this episode, we talk about how this herd mentality can lead you off a financial cliff. Compounding your wealth is to do the exact opposite of how your brain is hardwired. Listen as we discuss how to combat this response to help benefit you. ...2023-01-2721 min

Iron Gate Financial RadioThe Theme for 2023Peter Lynch, one of the best investors to live, averaged over 29% a year from 1977 – 1990. His track record is as good as there is for a 13-year time frame. Lynch was asked, “what’s the single most important key to investing in stocks?” His response . . . well, that’s what we talk about in today’s podcast. Consider the following hypothetical returns: Microsoft + 628% American Express +955% If we told you that you could experience those returns (hypothetically), but you had to follow Lynch’s “key to investing in stocks”, would you do it? (We hope you are saying yes!) For those wanting to compound your weal...2023-01-0717 min

Iron Gate Financial Radio2023 Outlook: Is the bear market going to continue?What a year 2022 has been for every market. Inflation and interest rates have caused havoc on stocks, bonds, real estate, and much more. So what is the market going to do in 2023? In this episode, we review 2022. What predictions did the "smartest people in the room" have going into 2022? And what happened to those predictions? We then discuss the predictions going into 2023, including our own. Will the bear market continue? What will interest rates and inflation do? Then, with that as a backdrop, we discuss how Iron Gate is going to manage money in 2023. Finally, we end the podcast with...2022-12-2322 min

Iron Gate Financial RadioThe FTX Crypto NightmareFTX was one of the most popular companies in the crypto world. Tom Brady, Steph Curry, Kevin O'Leary, and Matt Damon are just a few of the names that were promoting this company. Then, in an instant, FTX was bankrupt and client money potentially gone. In this episode, we discuss the FTX saga. What happened, the fraud involved, and most importantly, what we can learn. There are certain things investors can do to ensure this doesn't happen to them. Here's to wise investing, Brett Pattison and Spencer Nelson 2022-12-0339 min

Iron Gate Financial RadioHas the Market Finally Bottomed?Today inflation finally ticked below 8%. While it’s still too high, investors finally felt a little more confident buying stocks. The market soared on the news. In this episode, we discuss what impact inflation under 8% really has on the market. We also address interest rates and their move which have been historic. Can we finally see the light at the end of the bear market tunnel? Listen to find out. Here’s to wise investing, Brett and Brian 2022-11-1113 min

Iron Gate Financial RadioWhen Things are Scary, You Need to Turn on the LightsAs Halloween approaches, nothing has been scarier this year than the stock, bond, housing, and any other market. As scary and dark as it has been in 2022, there's a pretty good opportunity in front of you if you just turn on the lights. In this episode, Brian and Brett discuss how to prepare for the next bull market during a bear market. Brett learned something very important in 2007-2009 while he was working for a brokerage firm. He did the exact opposite in his portfolio than what Brian did for Iron Gate clients. As you listen to this important experience...2022-10-2723 min

Iron Gate Financial RadioWould You Rather?Everything is down. Bonds. Stocks. Real Estate. Gold. Everything. The only things that have gone up are the essentials you pay for to live, which in a nutshell, is inflation! In this episode, we address some very important questions. Questions with answers that will calm the nervous investor. These are questions that have come directly from clients. We're guessing that you have had or have some of these same questions. Here's some of what we discuss: - How much further will the market go down? - What is the impact of raising interest rates on the economy? - What's on...2022-10-1332 min

Iron Gate Financial RadioOur Forecast for the FutureWhat an exhausting year! The market can't seem to get any momentum. Everyone you talk to is pessimistic and afraid of the future. Pessimism is as high as it's been in history (or since they started tracking it). Here's a few reasons why the pessimism is so high. - The Fed raising interest rates - High inflation - The Ukraine war - China threatening Taiwan - Upcoming mid-term elections So, with all of that happening in the world right now, what is the market going to do? In this episode of our podcast, we discuss our forecast for the future. ...2022-09-1724 min

Iron Gate Financial RadioAll Things OptionsWe’ve mentioned options on this podcast in the past. Today’s the day we dive in! Today, we discuss options and how they are used in the Iron Gate Portfolio. First, we discuss the goals of options. Why do we trade them in our portfolios? Then we dive in to the risks, rewards, volatility, and the potential pitfalls of adding options to a portfolio. We hope you enjoy this introduction to options. Here's to wise investing, Brett Pattison & Brian Hunsaker Nothing contained in this communication constitutes a solicitation, recommendation, promotion, endorsement, or offer by Iron Gate Global Advisors LLC. of a...2022-09-0345 min

Iron Gate Financial RadioUnlocking the Investing PowersThere are many ways to invest. From day trading to swing trading to buying a stock because of a pattern you see on a chart. In this podcast, we discuss the evolution of Iron Gate's investing process. We share with you how we started out investing using popular methodologies, to how we invest now. For the first time in a podcast, we share our four criteria that makes a good investment AND reduces risk. Some of these criteria are common sense and some take hours and hours (hundreds of hours in some cases) to figure out. We hope this clarifies...2022-08-1933 min

Iron Gate Financial RadioThe Two Biggest Mistakes You Can MakeLike a parent telling a young child to not touch the hot pan on the stove, there are certain things you should NOT do in a bear market. It’s important for us, as fiduciaries, to discuss these things so YOU don’t get burned. Fear (not a hot pan) is the main culprit that tempts far too many people to these two big mistakes. The ugly headlines, the balance of your accounts going the wrong direction, and the media’s attempt to scare you to death, certainly do not help in trying to avoid making mistakes. Last week’s podcast...2022-08-0519 min

Iron Gate Financial RadioTiming the Market's BottomThe million-dollar question (or maybe desire) that many investors have is "Has the market bottomed?" or "Can you time the market bottom?". In today’s podcast, we discuss these very questions. Can it be done? And if it can be done, what difference would it make to my returns/wealth? We are living through the market's worst start to a year since 1970. Investors are not feeling great. This podcast will hopefully shed some light on whether bear markets even matter over time. Here’s to wise investing, Brett Pattison and Spencer Nelson 2022-07-2221 min

Iron Gate Financial RadioWhat is the Cure for this Bear Market?Congratulations! You just made it through the worst 6 months to start the year since 1970. (I'm sure that's not the congratulations you were hoping for!) But seriously, you've made it through these 6 months and haven't done anything drastic that will destroy your long-term wealth. That does deserve a high five! In our podcast today, we took the three most asked questions from our clients to discuss. Here they are: 1. What is causing this big ugly bear market? 2. The impact of inflation on a portfolio (this will blow your mind). 3. What it will take for this bear market to end and a...2022-07-0229 min

Iron Gate Financial RadioWhat's Next for the Market?What a brutal year. The market is in a bear market, inflation is raging, and a recession is likely on its way (if not already here). No good news to be found anywhere. So, what’s next? In today’s podcast we look at the last three times in history that we’ve had – High inflation Rising interest rates A bear market In our research we noticed an interesting correlation between inflation and the bottom of bear markets. This correlation is something to keep your eye on moving forward. We also discuss the duration and damage of bear markets and what inv...2022-06-1625 min

Iron Gate Financial RadioAre we in a recession?The market is down, inflation is high and investors are on edge. Talks of a recession are everywhere. In this podcast, we discuss whether or not we're in a recession right now. If we are in a recession, what changes should be made to your portfolio? We also discuss building a dream team of Tom Brady's and Jerry Rice's in your portfolio. We hope today's conversation helps calm nerves and provides guidance. Here's to wise investing, Brett and Brian 2022-06-1625 min

Iron Gate Financial RadioYour Brain is the EnemyHumans are hard wired a certain way. The way our mind works allows us to laugh, love, have joy, experience pain, live, fight to live, and much more. The problem with the brain is that it’s wired in a way that interferes with investing and making money. Often times our brain tells us exactly the opposite of what we should be doing. In today’s podcast we discuss how your brain is your enemy. We share how making and losing money makes you feel and how you need to completely ignore those feelings. The more you understand about what lies...2022-06-0222 min

Iron Gate Financial RadioMarket Turmoil: The most important thing you should be doingThe stock market has been a dumpster fire. The bond market, which is supposed to be safe, has been even worse. In one of the first times in recent memory, there is not an asset class that has been good for your money. So, what should you be doing right now? Today we held a special podcast where we discuss the state of the market including bonds, stocks, inflation, interest rates, and more. We also discuss exactly what you should be doing right now. (Hint: Warren Buffett is doing this exact thing right now.) We realize that none of us...2022-05-0528 min

Iron Gate Financial RadioWe're all exhausted! Should we sit this one out?Here are a list of topics that we have talked about with clients recently: Inflation at 8.53% Fed tightening/raising interest rates Ukraine/Russian War China's lockdown Mid-term elections coming up Covid aftermath (We're exhausted just making that list!!) So, with all that going on, should we just get out of the market and sit this one out? In today's podcast we discuss whether moving to cash is a good idea or not. We look back at some "end of the world" type events that have occurred in the past 35 years and what the market has done. Lastly, we discuss how...2022-04-1515 min

Iron Gate Financial RadioDrama Kings and QueensHow many of you know individuals that love drama in their lives? I'm sure all of you do! That's the news media. They LOVE drama! In today's podcast we discuss the next big event, that is supposedly suppose to crash the market. That big event is the upcoming recession. Our goal is to present the facts so you have a little less drama in your life. Here's to wise investing, Brett and Brian 2022-03-3127 min

Iron Gate Financial RadioThe Game Plan for the Current MarketBen Franklin once said, “if you fail to plan, you plan to fail.” To that we say Amen! In today’s podcast we talk about our plan and most importantly your plan for the current, ugly, market. The stock market is NOT a place to make things up as you go, that’s when capital is destroyed. That’s why this podcast is so important. Having a plan for buying businesses, managing cash needs, trading options, and more is vital to accomplishing your long-term goals. Here’s to wise investing, Brian and Brett Information presented is gathered from sources to be reliable...2022-03-1824 min

Iron Gate Financial RadioThe Rollercoaster Ride ContinuesInflation, interest rates, debt, and now a war. Investor fear is as high as it's been since the Covid Bear Market. In fact, this market sure feels like a bear market! With all the uncertainty, what do you do now? In this podcast, we discuss the four things that are driving the markets lower. We then discuss the following: - What should retired investors be doing? - What should those that aren't retired by doing? We also share exactly what we've been doing at Iron Gate over the last week. (We've been busy!) Lastly, if history is any gauge, we...2022-02-2527 min

Iron Gate Financial RadioOpening a Can of Topics: Inflation, bubbles, volatility, and moreIt’s been a wild 2022! Many popular investments from 2020 and 2021 have been hammered. SPACs are down well over 50%. At one point, half of the Nasdaq stocks were down more than 50%. The market has been all over the place as many bubbles have been popping. In today’s podcast we open a can of topics, including: - The market’s correction - Inflation - Stop losses - Bonds - Bubbles that are popping - Risk - Allocation of portfolios Lastly, we discuss what the investor should be thinking during a volatile time in the market. We hope you enjoy! Here's to wise i...2022-02-1824 min

Iron Gate Financial RadioWhat is Going on with the Stock Market??If you’ve been reading or listening to any financial news (which we suggest you don’t), you’ve read something like this headline (from Axios) – “It’s official: Stock market having worst start to year ever”. While this is true, it’s truly lacking any sort of perspective at all. In today’s podcast, we discuss the market volatility, the worst start to a year ever, and why investors should be excited not fearful. We look under the hood of the market and discuss a bubble that is being popped, and why this is a good thing. If you're retired and living...2022-01-2923 min

Iron Gate Financial RadioThe Biggest Questions of 2022"What is the market going to do in 2022?" This is the question that everyone asks themselves (and us), at the beginning of each new year. The past five years the S&P 500 has averaged 18.5%. Can it continue to go higher? It has to go down eventually, or does it? The other big question on people's minds comes from the circus tent known as Washington D.C. What will happen with the Build Back legislation? Will my taxes go up? What should I do about it? Brett and Spencer answer all these questions and more in the first podcast of this...2022-01-1119 min

Iron Gate Financial RadioThe Market's Next MoveWarren Buffett shared the rules for investing, "Rule number 1: Never lose money. Rule number 2: Don't forget rule number 1." So what's the next move with the market and why does that matter? In today’s podcast, we discuss everything that's wrong with the market right now and what impact that could have on your portfolio. As well as the true meaning behind Warren Buffett's rules. Here’s to wise investing, Brett Pattison and Brian Hunsaker Information presented is gathered from sources to be reliable. However, Iron Gate Global Advisors LLC does not attest to its accuracy and is not responsible for errors a...2021-11-1217 min

Iron Gate Financial RadioBitcoin, Options, and Tesla: What Do They Have in Common?Let's pick up with our conversation last week on increasing your probabilities of making money. There are many fads in investing. Some that can increase your probability of making money and some that will decrease it. There is also a right way and a wrong way to invest in these fads. In today's podcast, we discuss the right way to invest in these fads so you can stack the probability of making money in your favor. Here's to wise investing, Brett Pattison & Brian Hunsaker This is for educational purposes only and does not constitute recommendations of any kind. Please contact...2021-10-1520 min

Iron Gate Financial RadioIncreasing Probabilities Of Making MoneyIn the world of investing, increasing your probability of making money should be everyone's goal. Unfortunately, the mistakes that most investors make have nothing to do with market knowledge, strategy, or picking stocks. The biggest mistakes are made because of emotion and fear. In this podcast, we discuss three characteristics that investors (business owners) should have. It is the foundation of what business owners should believe. If implemented by an investor, it is our belief that it will, over time, increase the probability of compounding your wealth. Here’s to wise investing, Brett Pattison and Brian Hunsaker Information presented is gat...2021-10-0718 min

Iron Gate Financial RadioThe Difference Between Dirt and StockMost people understand what it means to own real estate. You own dirt and possibly a building or two. You make money as the real estate appreciates and you receive possible rental income. But most people struggle in understanding what it means to own a stock. Why? In today's podcast, we discuss what it means to own a stock and why it's really not that different from owning real estate. We also discuss how long term financial success can happen if you do, or don't do, certain things. Here's to wise investing, Brett, Brian and Spencer 2021-09-0224 min

Iron Gate Financial RadioBack to the BasicsOur podcasts are driven by you, the listener. The feedback we receive from you, ultimately ends up becoming the podcast of the week. Topics like GameStop, gold, inflation, SPACs, and why fixed income is well.... you know. This week we received a question that was so basic to us, we figured the listener would just know. Well, that was a mistake. The question is simple - There are thousands of of advisors and firms like ours across the nation, what makes Iron Gate Global Advisors so unique? Why would someone trust us vs. the other guy? In today's podcast, we d...2021-08-1828 min

Iron Gate Financial RadioThe Biggest Risk to Investors: InflationThe biggest risk to investors, especially those in retirement, is the loss of purchasing power over time. Inflation is a silent killer for an investor's portfolio and can impact the way people live in retirement. In today's podcast, we discuss inflation and three reasons why it is over 5% today. We also address what investors can and should do to overcome this silent killer within their portfolio. Here's to wise investing, Brett Pattison and Brian Hunsaker Information presented is gathered from sources to be reliable. However, Iron Gate Global Advisors LLC does not attest to its accuracy and is not responsible...2021-07-3030 min

Iron Gate Financial RadioWhen to Sell a StockIn today's world, it's pretty easy to buy a stock. You like the company and believe in its product or service, so you buy. The hardest thing, though, is knowing WHEN to sell. In this podcast, we outline the THREE primary reasons we would sell and discuss the "why" behind each of them. Here's to wise investing, Brett Pattison and Brian Hunsaker Information presented is gathered from sources to be reliable. However, Iron Gate Global Advisors LLC does not attest to its accuracy and is not responsible for errors and/or omissions. Information presented is also used for educational purposes and...2021-06-1520 min

Iron Gate Financial RadioBitcoin & Inflation & Volatility, Oh My!There are THREE big questions on the minds of almost everyone we’ve been talking to: 1) “Should I own Bitcoin/Dogecoin?” 2) “With the market up 87% from the March 2020 lows, should I take “risk” off the table and be more conservative?” 3) “Inflation is out of control! Is it going to hurt the market and my investment?” Sit back and get the straight answers to these questions and more!! Here’s to wise investing, Brett Pattison and Brian Hunsaker Information presented is gathered from sources to be reliable. However, Iron Gate Global Advisors LLC does not attest to its accuracy and is not responsible for...2021-05-2832 min

Iron Gate Financial RadioGreatness Comes After HardshipIn today’s special podcast, we welcome back our good friend, Jed DeVries. Jed joined us 14 months ago in the midst of panic, hardship, and "hell" as we discussed the COVID panic. Today, we look back at that time so that we can look forward. We discuss the Iron Gate process, including the actions we took for our clients. Jed shares his thoughts on how he's been able to accomplish his goals to become financially free. Most importantly, Jed reminds us that greatness is accomplished after the hardship. We hope you enjoy this conversation as much as we did. Here’s to wi...2021-05-0739 min

Iron Gate Financial RadioCan You Handle the Truth?In the world of financial advice, there’s an important element that everyone should understand: What a “fiduciary” is and why you should only invest with a firm that is a fiduciary. So, what does this mean? A fiduciary is someone that legally has to bring your own interest before their own. Iron Gate Global is a fiduciary firm. What else does it mean? It means telling our clients what they NEED to hear not what they WANT to hear. In today’s podcast, we tell the truth. We tell people what they need to hear not necessarily what they want to...2021-04-3024 min

Iron Gate Financial RadioAre You a Successful Investor?It’s important from time to time to take a step back and ask yourself the question, “Am I a successful investor?”. For most, this is a hard question to answer. Too many people are sucked into the wrong ideas when gauging success. Does success come if you’re making money vs losing money? Is it making 10% per year or 3% per year? Is it being in dogecoin when others aren’t? In today’s podcast, Brett, Brian, and Spencer discuss three steps EVERY investor must go through to answer the question, “Am I a successful investor?”. These THREE steps are the foundation f...2021-04-2114 min

Iron Gate Financial RadioThree Big Mistakes Made in the Last YearOne year ago this week was one of the best buying opportunities the market has had since the financial crisis. It’s been one year since the market hit a low on March 23, 2020. We all have experienced a roller coaster ride in the last year. A pandemic, an election, riots, and a stock market that is up 75% since hitting its low. In the last year we have also watched investors make a lot of mistakes. In today’s podcast we talk about those mistakes and how to avoid them in the future. Most importantly, we discuss the biggest mistakes investors are...2021-03-2828 min

Iron Gate Financial RadioIs the SPAC bubble going to pop?One of our favorite investors, Sir John Templeton said the following – “Bull markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria.” There is no doubt that there are certain areas of the market that are in the “euphoric” state right now. EV, penny stocks, and SPAC’s are a few of them. In today’s podcast we discuss some of them including one in detail, SPAC’s. What is a SPAC? Why are they so popular and why do we think they are in a bubble right now? We also discuss Warren Buffett’s annual letter to s...2021-03-1223 min

Iron Gate Financial RadioThe Disadvantage of Being an Individual InvestorSo much has been made lately about the disadvantages that the individual investor has vs. the hedge fund. The GameStop fiasco has people talking about this more than ever before, even Congress is discussing it in D.C. In today’s podcast we discuss this disadvantage in detail. Brian and Brett discuss that it’s actually not a disadvantage at all! If you understand the probabilities of making money in the market, the individual investor has more of an advantage today than ever before in history. The only problem is that people can’t take advantage of the only advantage they h...2021-02-2517 min

Iron Gate Financial RadioWhen is the correction coming? Does it even matter?Here are a couple of our favorite statements that we’re hearing a lot of lately: “We’ve gone too far too fast.” “This market is in a bubble, it has to fall!” “The market can’t keep going up day after day.” Some of those statements might be true . . . but they might not be true either. The one thing the market will do is keep you guessing. In today’s podcast we address all of these statements and how an investor should navigate the current market. We also discuss the risk and reward of a correction in the market and how an investor sho...2021-02-1918 min

Iron Gate Financial RadioInvesting in Real EstateIn today’s podcast we welcome real estate expert (and friend) Rich Day to the podcast. Rich has over twenty years’ experience in the industry and has had real estate projects all over the country. He’s someone that we can count on for truthful, transparent real estate advice. We discuss the following with Rich: - What makes a good real estate investment? - How is real estate investing similar to stock investing? - What is the role of real estate in a portfolio? - What advice would you give people looking to invest in real estate? We discuss this and mu...2021-02-0441 min

Iron Gate Financial RadioGameStop. The Little Guy vs. The Big GuyGameStop, AMC, BlackBerry. These are a few of the stocks that are getting national attention by everyone right now. Their stock prices are soaring and it’s causing a disruption in the market and has upset a lot of people. It’s a complex story that has pitted the small investor vs. large hedge fund vs. brokerages vs. clearinghouses vs. public opinion. In today’s podcast we unravel the whole story for you in a simplified way. We discuss who’s right, who’s wrong, what it means for the market and what it may mean for you. Here’s to wise inve...2021-01-2927 min

Iron Gate Financial RadioThe Tortoise and the HareToday’s stock market, in some ways, reminds us of the late '90s and in other ways, it’s completely different. The similarity between now and then, as we discuss in the podcast, is the euphoria that exists in some pockets of the market. The people invested in these pockets are starting to make some loud noise. They remind us of the Hare in Aesop’s famous fable. In today’s podcast, we discuss how important it is to have a process in place for investing, the importance of discipline to that process. We also discuss that pesky Hare and the c...2021-01-2225 min

Iron Gate Financial RadioWhen it's too good to be trueAfter a rough start to the year, the market has been skyrocketing higher and higher. Whenever this type of market movement occurs, something else also occurs. - People start day trading for a living. - People start bragging about unbelievable returns. - Firms start marketing promises that are unrealistic and often dangerous. In today’s podcast we discuss the notion that if it’s too good to be true, then it often is. Here’s to wise investing, Brett, Spencer, and the Iron Gate Team The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate G...2020-12-2215 min

Iron Gate Financial RadioDoes the U.S. have too much debt?In today's podcast, we discuss the current US debt situation, the role of spending, and how it may impact your portfolio. We also discuss the DOW 60,000 and the KEY character trait to making money over time. Here's to wise investing, Brett, Brian, Spencer and the Iron Gate Team The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Iron Gate Global Advisors, LLC or performance returns of any Iron Gate Global Advisors, LLC Investments...2020-12-1021 min

Iron Gate Financial RadioWhen is the Next Market Crash Going to Happen?There are two things in the market that cause great fear. They're referred to as "known unknowns" and "unknown unknowns". What do we mean by this and how do you prepare for them? Listen to today's podcast and you'll find out. It's not the "known unknowns" that get you, it's the "unknown unknowns". Here's to wise investing, Brett and Brian 2020-12-0317 min

Iron Gate Financial RadioYour Worst Investing Enemy - Your BrainHow would you answer the following question – what makes you more nervous? - a 30%+ stock market crash - Inflation The answer to this question may surprise you. In fact, most people answer it incorrectly. In today’s podcast we discuss fear and its impact on investing. There’s a part of our brain that helps us survive. It’s also the part of the brain that can cause us to make the worst decisions. In a year where fear of the market, and a fear for your life has dominated the headlines, this may be the most important podcast you listen t...2020-11-2621 min

Iron Gate Financial RadioAround the Horn - Answering Our Clients' Top 3 QuestionsIn today's unique podcast, Brett, Brian, and Spencer join together to discuss three questions that our clients have been asking lately. - What should investors know about the political uncertainty that is in our country right now? - Trading is at an all-time high, how are you investing my money? - In reviewing everyone's election predictions, who was right? Who was wrong? They'll also share what is on their minds as we move into this week. Want to watch these guys instead of listen? Watch us on YouTube: https://youtu.be/MaXCfW49wbs Here's to wise investing, Brett, Brian, and...2020-11-1732 min

Iron Gate Financial RadioThe Election Results and Its Impact on Your Pocket BookAfter a year full of earthquakes, a pandemic, rumor of election fraud, stimulus packages, and potential government gridlock, would you believe that, as of this podcast, the S&P is up 9.08%?!?! Based on what we know today, it appears Joe Biden will be our new President, the Republicans will control the Senate, and the Democrats will control the House of Representatives. So what does all of this mean for YOU and your FINANCES?! Today we discuss the impact this could have on your portfolio and your financial plan and what YOU can do about it. Here's to wise investing, Brett...2020-11-0513 min

Iron Gate Financial RadioThe Risk That Can SnowballA critical risk retirees face is running out of money. In today's podcast, we discuss how to overcome this risk. We breakdown the popular 4% rule and the reality of what that looks like today and what you need to know to ensure you are properly prepared. Brett and Brian explain why overcoming this risk may mean you should be invested in stocks, more than may be comfortable, and even longer than you may feel comfortable. Here's to Wise Investing, Brett, Brian, and the Iron Gate Team The commentary on this program reflects the personal opinions, viewpoints and analyses of the Ir...2020-11-0117 min

Iron Gate Financial RadioDefending Against Market Volatility & Risk"The Four Most Dangerous Words in Investing Are: This Time It's Different." Sir John Templeton With the 2020 Presidential Election only TWO weeks away, we have heard the phrase "This Time It's Different". With this phrase, comes uncertainty regarding politics, the future of our country, and the economy. However, one thing is absolutely certain, market VOLATILITY. In today's podcast, Brett and Brian discuss the difference between RISK(permanent loss of capital) and VOLATILITY (being forced to sell assets at a lower price than you originally started)AND what YOU can do to defend yourself against both. Do you have a Roth...2020-10-2315 min

Iron Gate Financial RadioWhat Happens to the Market if Biden/Harris Win the Election?The current polls are predicting Biden/Harris to win the 2020 Election. So what happens to the market with the change of presidency? We've had lots of questions from clients regarding this uncertainty. Our podcast today, discusses THREE main questions: - Should I sell stocks before the election? - What happens to the stock market if Trump wins? - What happens to the stock market if Biden wins? Don't miss out on hearing Brian and Brett's answers to these questions as well as their plan with their personal accounts. Here's to wise investing, Brett Pattison and Brian Hunsaker The commentary on...2020-10-1518 min

Iron Gate Financial Radio2020. What to Expect in the Year of the Unexpected2020. What a crazy year it’s been….and it’s not over yet. In today’s podcast, we review what has occurred in 2020 – a bear market, a bull market, earthquakes, hurricanes, and so much more! We also look at the next THREE months. We discuss what’s next and what an investor should do about it. If you’ve made it this far in 2020 as an investor, congratulations! BUT, it’s not over yet! Here’s to wise investing, Brett and Brian The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC employees prov...2020-09-2418 min

Iron Gate Financial RadioWhat good businesses do in a bear marketThere are two fundamental truths about the market. 1. Price declines are temporary 2. The value of great businesses rise when these declines occur In today’s podcast we discuss those two important truths. We discuss two very different companies and how the value of their businesses have risen despite the bear market. The information should get you thinking a little different the next time a bear market occurs. What the media focuses is often times wrong. Here’s to wise investing, Brett Pattison The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC...2020-08-0610 min

Iron Gate Financial RadioThe Risky Investment Nobody is Talking AboutBonds are known to be less risky than equities, however, this is not true. If you look at the long-term, as we do, bonds are a riskier investment and the odds of losing money are far greater in bonds than stocks. Do we own bonds, yes, but it is for a particular reason. Brett and Brian will explain why bonds are risky and in what circumstances you will want to own them. Here's to wise investing! The commentary on this program reflects the personal opinions, viewpoints and analyses of the Iron Gate Global Advisors, LLC employees providing such comments, and...2020-07-2316 min

Iron Gate Financial RadioCovid-19 & the 9th Best Quarter Since 1928In the midst of the Covid-19 pandemic, how did we just finish the 9th best quarter since 1928? When the markets fall as fast as they do, typically, they rebound faster than everyone believes it's going to. This is what is happening. Today's podcast dives into the effects that Covid-19 has had on the market and your portfolio, good and bad. Brian and Brett discuss the reasons behind the market rebounding so much and the position our country is in to handle the stresses this virus has caused. The statistics may surprise you. Here's to wise investing! The commentary on this p...2020-07-0129 min

Iron Gate Financial RadioCash is piling up. What does it mean?Cash is piling up. What does it mean? by Brett Pattison 2019-09-2016 min

Iron Gate Financial RadioStock market march madnessMarch madness is upon us, and this isn’t about basketball, (okay maybe just a little bit). The stock market had the worst December e-v-e-r in 2018. Now, so far in 2019 the stock market is up 13.86%. It’s been a crazy, mad ride. In today’s podcast Spencer and Brett discuss the importance of keeping a level head, the probabilities of making money over time in the market, and talk a little hoop. For anyone interested in the if you can make money in the markets over time, this podcast is for you. Here's to wise investing! Information presented is gathered from s...2019-03-2109 min

Iron Gate Financial RadioDec lessons learnedDec lessons learned by Brett Pattison 2019-01-1710 min

Iron Gate Financial RadioWill stock market volatility continue?After a few weeks of volatility in the market, investors are now waiting to see how to 2018 will come to an end. Midterm elections, interest rates, the Federal Reserve, and the trade war are to blame. The question now on the minds of investors is whether this volatility will continue, or end in time for a bullish run into 2019. Take a listen to this week's podcast as we discuss the reasons for the volatility and what investors should do about it. Here's to wise investing, Spencer Nelson & Brett Pattison Iron Gate Global Advisors 2018-11-0212 min

Finding Your SummitBrett Archibald - Overboard in the Indian OceanBrett Archibald spent 28 hours alone, lost at sea with nothing but his faith, family and friends to guide him. A case of food poisoning puts Brett on the railing of the ship in a storm as he and friends crossed the Mentawai Strait off Sumatra, Indonesia. At some point, Brett blacked out and was thrown into the ocean. Once he came to, Brett watched as the ship continued on without him. 8 hours after falling, Brett's friends finally realized the horrible truth.2018-10-1258 min

Iron Gate Financial RadioDon’t stop believin’In our podcast this week, Spencer and I discuss the fall of the mighty Lehman Brothers investment bank and why we believe the stock market is the wisest long term bet for increasing your wealth and having a comfortable retirement. The market’s growth since the Great Recession has made us bigger believers than ever. Here’s to wise investing, Spencer Nelson Brett Pattison 2018-09-1214 min

Iron Gate Financial RadioGrowth vs. income: both please!The Iron Gate family keeps growing! Listen to this week's podcast to meet our new advisor Spencer and to hear why he and I don't believe in income models that move retired clients into bonds and out of equities. Just because you're retired and need monthly income doesn't mean you can't keep growing your assets. Here's to wise investing, Brett Pattison 2018-08-3012 min

Iron Gate Financial RadioFinancial news headlines and your portfolioThe financial news media hates you. Okay, maybe they don’t really “hate” you, but they are in a battle for you and your clicks. Headlines on websites, social media, and TV can be just plain scary! If you read them and acted on them, it could potentially destroy your entire portfolio and wreck your financial goals. Today we'll discuss what to do about the headlines. We will also offer our thoughts on tariffs and the trade war and what impact it may have. Here’s to wise investing, Brett Pattison 2018-07-1905 min

Iron Gate Financial RadioThe King of Indexing causing confusionSo what's the better choice? Buying a low cost index fund. Hiring a professional manage your money and help with planning. In today's podcast we use Jack Bogle, the King of Indexing, own words and research to help us answer this very question. For anyone that is bombarded with the endless "low cost" marketing, this podcast is for you! We also address the market. We are in a trading range 8 - 10% below the highs of January. In this market, good news is bad news, bad news is bad news and the 10-year Treasury hitting 3% is the end of the world. Sh...2018-05-0309 min

Iron Gate Financial RadioHockey pucks + your moneyHockey pucks + your money by Brett Pattison 2018-04-2707 min

Iron Gate Financial RadioHow uncertainty can help your financial futureDid you know that the more certain your investments are, the worse off you may be? What do we mean by that? In this weeks podcast, we discuss the correlation between certainty of investments and investment returns. We discuss: How short term volatility can save your retirement long term. The battle that takes place inside the brain of every investor. How you MUST understand that battle, and put together a plan to be successful. No doubt this weeks podcast will get you thinking! Here's to wise investing, Brett Pattison Iron Gate Global Advisors 2018-03-1506 min