Shows
Just Press RecordThe Trap of Validation. The Pursuit of Mastery | Bill Stephney & Lawrence Yeo on Lasting CreativityWhat happens when a hip-hop pioneer and a philosopher-turned-artist sit down to explore the tension between external validation and internal mastery?In this episode of Just Press Record, Bill Stephney—former Def Jam executive and cultural force behind launching acts like Public Enemy—and Lawrence Yeo—author of More To That (@moretothat) and creator of deeply reflective visual essays—discuss the creative journey from two unique angles.It's a conversation about art, ambition, history, and the challenge of staying true to yourself when everyone else is watching.• The early days of hip-hop and Bill's piv...2025-08-121h 25
People Are EverythingMatt Zeigler host of Just Press Record with Julia Duthie (People Are Everything) and Nancy Burger@peopleareeverything
@cultishcreative
What happens when two women who’ve lived, led, and learned through fear, reinvention, and transformation meet for the first time? In this moving episode of Just Press Record, Nancy Burger and Julia Duthie share personal stories about stepping into the spotlight — one at 14, the other at 40 — and unpack what it really means to live authentically. From coming out later in life to healing childhood wounds, this conversation is packed with wisdom, honesty, and humor. Whether you’re navigating career shifts, personal identity, or just trying to figure out how to show up fully, this one...2025-08-121h 21Just Press RecordYou Think It Doesn’t Matter Now. It Does. | Morgan Ranstrom on Time, Compounding & LegacyIn this deeply reflective episode of *Just Press Record*, Matt Zeigler sits down with Morgan Ranstrom for a conversation that moves beyond money and into the heart of what truly compounds in life. Prompted by a powerful clip from John Candeto, Morgan and Matt explore how time serves as the ultimate filter — for ideas, relationships, art, and legacy. Together they unpack the meaning of right living, the responsibility of generational impact, and how we can each live with intention today to shape the world of tomorrow.This episode isn’t about financial markets — it’s about...2025-08-0534 minJust Press RecordThe Musical Intuition of Great Curators | Laurie Kaye & Kevin Alexander on DiscoveryWhat happens when a legendary radio insider meets a modern-day playlist curator? In this episode of Just Press Record, host Matt Zeigler brings together Laurie Kaye, the last person to interview John Lennon, and Kevin Alexander, the music-obsessed mind behind the On Repeat Records Substack. Together, they explore the emotional power of music discovery—from transistor radios under the covers to Substack playlists in your inbox. With stories that span from David Bowie and Mick Jagger to record store revelations and underground concerts, this episode is a love letter to curation, connection, and the soundtracks of our lives....2025-07-291h 21Just Press RecordW-2s Are Dying. Entrepreneurs Are Winning | Lindsey Bell on What’s Next]🎙 Lindsey Bell on Career Pivots, Purpose, and the Future of WorkIn this special “O Snap” episode of Just Press Record, Matt Zeigler sits down with Lindsey Bell to explore the messy, magical in-between of career pivots and how the future of work is being shaped by a new wave of entrepreneurs. Using a powerful clip from Hal Hershfield and Julia Carrion as a jumping-off point, they dive into the importance of adaptability, the test-and-learn mindset, and why mission and work are becoming inseparable in today’s labor market.🔑 Topics Covered:The real drivers of c...2025-07-2227 minJust Press RecordThe Death of Shared Experiences | Bob Seawright on Sports, Family & ConnectionIn this episode, we’re joined by writer, thinker, and Substack author Bob Seawright for a wide-ranging and deeply human conversation about what sports, fandom, and Moneyball can teach us about markets, behavior, and decision-making.We explore why live shared experiences matter, how fandom evolves across generations, and where investors misunderstand data-driven models like Moneyball. Bob also shares personal stories about his family, his love for soccer, and the nuanced differences between playing a “loser’s game” and a “winner’s game”—in sports, investing, and life.Topics covered include:Why shared live experiences like...2025-07-1536 minJust Press RecordTalent Won’t Save You | Grant Williams and Craig Pearce on Luck, Timing, and PublishingIn this episode of Just Press Record, Matt Zeigler brings together two brilliant minds—Grant Williams, renowned author and podcaster, and Craig Pearce, publisher at Pan Macmillan/Harriman House—for a conversation full of humor, insight, and heart. From childhood memories and music that shaped them, to deep reflections on leadership, books, publishing, and the unpredictability of success, this dialogue offers wisdom on culture, values, and the art of meaningful work. Whether you’re here for snooker stories, James Bond nostalgia, or lessons on how great leaders pass down values, you’ll find plenty to enjoy.Topics covered...2025-07-011h 27
Only Fee-Only#133 - Garden Glove Planning: Getting Real with Matt Zeigler and Ben TuscaiMatt Zeigler and Ben Tuscai of Sunpoint Investments take a different approach to wealth management. Instead of just managing money, they combine deep financial planning with investment consulting to build real relationships and help clients make smarter decisions.Their paths into the industry were unique—Matt was a music major, and Ben worked for the Phillies before spending eight years at Vanguard. That experience helps them think more broadly about client needs. At Sunpoint, they helped redesign the firm’s service model to go beyond portfolios and address the full picture of a client’s life.They...2025-06-2545 minJust Press RecordDifferent Eras, Same Fight | Why Keith Morris (69) & Ned Russin (35) Refuse to Stop Creating🎙️ Two Generations of Punk. One Shared Truth.In this episode of Just Press Record, Matt Zeigler brings together two icons from different eras of punk rock - Ned Russin (Title Fight, Glitterer) and Keith Morris (Black Flag, Circle Jerks, OFF!) - for a candid, passionate conversation about music, community, and the punk ethos. Recorded during a turbulent moment in U.S. politics, this intergenerational exchange explores how punk has evolved while staying true to its roots in DIY, brotherhood (literal in Ned's case, figurative in Keith's - you have to hear the Jeffrey Lee Pierce segment, and the r...2025-06-241h 34Just Press RecordThe Scoreboards We All Get Wrong | Cullen Roche & Coach Vass on Winning in Finance and LifeWhat Happens When a Football Coach Meets a Finance Expert?Cullen Roche & Coach Vass on Scoreboards, Predictions, and Finding MeaningWhat do disciplined investing and defensive football coaching have in common?A lot more than you’d think.In this episode of Just Press Record, Matt Zeigler introduces Cullen Roche (founder of Discipline Funds and macroeconomic thinker @disciplinefunds) to Coach Chris Vasseur—aka Coach Vass, football strategist and educator @CoachVassFootball.They explore how life paths evolve, the scoreboards we measure ourselves by, and the surprising parallels between behavioral finance and...2025-06-171h 41
Talking Billions with Bogumil Baranowski20,000 Watched in Silence. Then Buffett Dropped the Bombshell. | What It Means for Berkshire - Excess Returns Episode with Matt Zeigler and Bogumil BaranowskiThis episode aired on Excess Returns; full credit goes to Matt Zeigler and Jack Forehand, and all of the guests listed below -- it's reposted here with Matt and Jack's permission. In this special episode of Excess Returns, Matt Zeigler is joined by Bogumil Baranowski to reflect on one of the most emotional and historic moments in financial history: Warren Buffett’s surprise announcement at the 2024 Berkshire Hathaway Annual Meeting. With commentary from voices who were in the room—and some who weren’t—we explore what it felt like, what it meant, and what comes next for Berk...2025-06-141h 09Just Press RecordMost Creators Miss This | Matt Reustle on What Makes Content TransformationalIn this episode of Just Press Record, Matt Zeigler reunites with Colossus CEO and Business Breakdowns host Matt Reustle for a conversation that blends media strategy, creative philosophy, and practical lessons on building meaningful content. Through a mix of insightful clips and behind-the-scenes thinking, Matt breaks down what separates content that merely entertains from content that truly transforms—and why it matters. If you're building an audience, publishing anything online, or trying to figure out how to deliver value with your ideas, this one's for you.Topics Covered:The meaning of "transformation" in content and wh...2025-06-1038 minJust Press RecordWhat Everyone Gets Wrong About Friendship and Family | Lara Crigger and Nina BadzinTwo accomplished writers. Two unique journeys. One unforgettable conversation.In this episode of Just Press Record, Matt Zeigler introduces Lara Crigger and Nina Badzin ( @dearninafriendship ) —two women who've never met but instantly click in a conversation that blends parenting, friendship, faith, and career twists. From NASA satellites and video game journalism to friendship advice and Torah study, Lara and Nina reveal how their upbringings shaped who they are, how they parent, and how they write.🎙️ Topics Covered• What it’s like to be the only woman in a physics program• Why Nina left teaching to pursue writin...2025-06-031h 29Just Press RecordStop Chasing Growth | Eric Markowitz on How to OutlastIn this special “Oh Snap, Guess What I Saw” edition of Just Press Record, Matt Zeigler welcomes back writer and thinker Eric Markowitz for a deep reflection on resilience, longevity, and the power of being unapologetically human in a digital age. Centered around a powerful clip from Christina Garnett and Vic Ruggiero, the conversation unpacks how meaningful connection—whether in business, creativity, or content creation—can help individuals and organizations outlast in a short-term obsessed world.🎯 Topics Covered:Why compounding only works if you survive long enoughHow “breadcrumbs” on social media create emotional connectionThe shift from mass distribution to...2025-05-2728 min
Eye On College BasketballAfter playing 138 games, Zakai Zeigler has filed a lawsuit for a fifth year in CBB. Should he get it? Boogie Fland's puts Gators in convo to be No. 1With Boogie Fland officially in the fold and Alex Condon on his way back to school, are the champs by default the No. 1 team headed into the 2025-2026 season? Gary Parrish and Matt Norlander break down the case for the Gators. Also, Zakai Zeigler has filed a motion to play another year of college basketball, but should he?
00:00 - Start
00:45 - Zakai Zeigler wants one more year in college basketball
28:56 - Boogie Fland being Florida-bound + Alex Condon likely coming back = Florida is No. 1?
🎵 Theme song: "Timothy Leary," written, performed and courtesy of Gus...2025-05-2157 minJust Press RecordThe Power of Midlife Reinvention | Nancy Burger & Julia Duthie on Fear, Identity & Showing UpWhat happens when two women who’ve lived, led, and learned through fear, reinvention, and transformation meet for the first time? In this moving episode of Just Press Record, Nancy Burger and Julia Duthie share personal stories about stepping into the spotlight — one at 14, the other at 40 — and unpack what it really means to live authentically. From coming out later in life to healing childhood wounds, this conversation is packed with wisdom, honesty, and humor. Whether you’re navigating career shifts, personal identity, or just trying to figure out how to show up fully, this one’s for you.Topic...2025-05-201h 18Just Press RecordFor Every Pathology, a Profession: Bob Seawright & Jim Carroll on Markets, Writing & Finding PurposeJPR: Bob Seawright & Jim Carroll - Financial Markets, Music, and Life LessonsIn this episode of JUST PRESS RECORD, host Matt Zeigler brings together two financial market experts who've never met: Bob Seawright (author of The Better Letter on Substack) and Jim Carroll (author of Vixology on Substack). Their conversation weaves through shared passions for music, writing, market insights, and life philosophy - from their morning music routines to the realization that "for every pathology there's a profession."Key Topics Covered:Music's influence on both guests' lives and workHow writing helps clarify thinking...2025-05-061h 19Just Press RecordHow to Build a Brand That Actually Stands Out | Matt AckermannIn this episode of JUST PRESS RECORD, host Matt Zeigler welcomes back Matt Ackermann, Chief Brand Officer at Integrated Partners, for an insightful discussion on brand building and storytelling. Triggered by a clip featuring David Burkus ( @DavidBurkus ) and Kit Huffman, the conversation explores how to develop memorable brands that stand out in a sea of sameness. From storytelling fundamentals to strategic brand development, Ackermann shares his unique VCR (Vision, Capability, Reach) framework and explains why understanding your audience is crucial for brand success.Topics Covered:The challenge of standing out versus blending in when building brands...2025-04-2932 minTalking Billions with Bogumil BaranowskiThe Dark Side of Value Investing: Practical Lessons from Aswath Damodaran, Excess Returns PodcastThis is an episode of the Excess Returns Podcast with Matt Zeigler and me. We go over the highlights from our two interviews with Professor Aswath Damodaran.Lots of wisdom in one full hour, enjoy!Join Matt Zeigler and Bogumil Baranowski as they play our favorite clips from both the Excess Returns and Talking Billions podcast interviews with Aswath Damodaran. This conversation unpacks Damodaran’s timeless insights on navigating uncertainty, embracing the process of investing, and finding comfort in a volatile market. From the ritualistic allure of the Berkshire Hathaway meeting to the pitfalls of fa...2025-04-261h 08Just Press RecordWhen Achievements Feel Empty: The Path to Joy | Mishka Shubaly & Greg LarkinIn this engaging and thought-provoking episode of Just Press Record, host Matt Zeigler introduces two guests who've never met before: musician and author Mishka Shubaly and financial crisis predictor turned entrepreneur/Punks and Pinstripes community founder Greg Larkin. Their conversation weaves through transformative musical experiences, sobriety journeys, post-9/11 New York City, corporate culture, and finding meaning in life's "second mountain." Listen as these two seemingly different paths reveal surprising parallels about authenticity, purpose, and redefining success.Main Topics Covered:Transformative musical experiences and how live music creates moments of profound personal changeSobriety...2025-04-221h 14People Are EverythingSeries 2 EP1: Matt ZeiglerSeries 2 kicks off with Matt Zeigler — a financial advisor with the heart of a musician and the soul of a storyteller. Matt shares five unforgettable people who shaped his life, including the grandfather who taught him to make people laugh even on their darkest days, and the guitar teacher who taught him that you don’t need permission to create art—you just need to start.
Expect music, emotion, laughter, and more than a few mic-drop moments as Matt reminds us that it’s the people we meet and the memories we hold that give our lives...2025-04-221h 13Just Press RecordThe Secret Stories That Control Your Life | Sean Delaney on Breaking FreeJoin Matt Zeigler as he welcomes back author, coach, and poet Sean Delaney for this special "Oh Snap, Guess What I Saw" episode of Just Press Record. Matt shares a thought-provoking clip from Dylan O'Sullivan about storytelling principles and explores with Sean how these concepts apply to coaching, personal growth, and the stories we tell ourselves that shape our lives.Topics Covered:How storytelling principles apply to both fiction and personal developmentThe handful of stories that dictate how we live our entire livesMoving from unconscious to conscious awareness of our internal narratives2025-04-1534 minTalking Billions with Bogumil Baranowski100 Baggers Leave Fingerprints | Chris Mayer Wrote the Book and Tells You How to Find Them (Excess Returns Podcast)FULL BONUS EPISODE: This is the Excess Returns Podcast episode -- please look up all their wonderful content, and listen to it here in case you missed it. It's with Chris Mayer, Matt Zeigler, and me. It's been one of the highlights of my recording year. Tune in and enjoy!In this episode of Excess Returns, Matt Zeigler is joined by special co-host Bogumil Baranowski to sit down with Chris Mayer. As the author of the acclaimed book 100 Baggers: Stocks That Return 100-to-1 and How to Find Them, former editor of influential newsletters, and co-founder of Woodlock...2025-04-121h 01Just Press RecordYour Greatest Strength is Also Your Greatest Weakness | Mark Newfield and Steve WillisonIn this thought-provoking episode of Just Press Record, Matt Zeigler brings together two fascinating individuals - Steve Willison, an HR executive with a passion for martial arts and stoic philosophy, and Mark Newfield, a financial advisor and thought leader. Their conversation reveals striking parallels in their life philosophies, professional approaches, and personal journeys, touching on stoicism, boundaries, the power of curiosity, and the importance of doing good in the world.Main Topics Covered:The many roles we all play in life and how to manage themStoic philosophy as a personal operating system2025-04-081h 26
Clients from ContentPeople like your content. Now what????What to do when people enjoy your content.My free Clients From Content: 1-Page Masterclass: https://fortheinterested.com/subscribe-yt/ Things you'll learn in this episode:02:00: The first two questions to ask yourself about your content06:00: Why I changed the title of my podcast18:00: 2 growth questions every content creation should ask themselves19:00: 5 ways to clarify who your content is for25:00: How I use my podcast to get clients31:00: How to create a growth loop for your podcast2025-04-0257 minJust Press RecordTrust Your Gut, Build Your Tribe | Matthew StaffordMatthew Stafford on Showing Up with Soul | Just Press Record PodcastIn this special "Oh, Snap! Guess What I Saw" episode of the Just Press Record podcast, host Matt Zeigler welcomes back the "007 in any group of 9 others," Matthew Stafford, for an insightful and heartfelt conversation. Together, they dive into a powerful clip from a previous episode featuring Rusty Guinn and Cara Brookins, exploring the timeless wisdom of "always go to the funeral" and what it means to show up for the people who matter—whether it’s at a funeral, a friend’s speech, or during life’s...2025-04-0131 minJust Press RecordBedtime Stories to Power Laws: Wisdom Across Generations | Matt Reustle and John CandetoJoin host Matt Zeigler on Just Press Record from Cultish Creative as he brings together two fascinating guests for the first(ish) time: Matt Reustle, CEO of Colossus and host of the Business Breakdowns podcast ( @joincolossus ), meets John Candeto, founder of Phronesis Fund and host of The Art of Quality podcast @TheArtofQuality-AoQ ) on this episode! In this captivating conversation. Matt and John explore the intersections of storytelling, wisdom, and the human experience—from bedtime stories to multi-generational travel adventures. With a blend of personal anecdotes, philosophical insights, and reflections on time as a filter for truth, this episod...2025-03-251h 52
Emotional Balance Sheet with Paul FennerTransforming Consumer Mode to Creator Mode - Matt ZeiglerWhat happens when two financial advisors get together for a conversation about non-financial planning topics? A dynamic conversation that dives into current culture and the broader landscape of behavioral finance. My friend and colleague Matt Zeigler joins me for a first-of-its-kind Emotional Balance Sheet podcast episode. There was no agenda, pre-scheduled questions, or thoughts on how the conversation would go. It is completely unfiltered. We explore the importance of community and continuous learning, sharing their experiences from being part of Brian Portnoy's Building the Behavioral Advisor group and why behavioral finance is a topic the pub...2025-03-2056 min
Ultra High Net Worth Clients with Chris Brodhead#122 Making Finance Less Boring for Clients Through Pop Culture References w/ Matt Zeigler, Managing Director & Private Wealth Advisor, Sunpointe InvestmentsDownload Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Matt Zeigler (https://sunpointeinvestments.com/) is a Managing Director and Wealth Advisor at Sunpointe Investments. He believes everyone deserves to be heard and communicated in terms they can understand. Over his 18+ year career in financial services, he’s gained a tremendous respect for complexity, and a healthy disdain for needless complications. Matt’s talent-turned-skill is engaging people empathetically around their unique situations.In this episode, Chris and Matt discuss:1. Helping Clients Feel Heard, Informed, and Inspired2...2025-03-1844 minJust Press RecordEnlightenment Is Just Remembering: Mark McCartney on Self-DiscoveryIn this insightful episode of Just Press Record on the Cultish Creative YouTube channel, host Matt Zeigler welcomes back Mark McCartney ( @whatisagoodlife ) for a thought-provoking conversation sparked by a clip featuring Phil Pearlman @PhilipPearlman ) and Jessica Yarmey ( @SizzleSociety ) . The discussion explores the profound idea that enlightenment might simply be remembering what was always there within us, rather than adding something new.Key Topics:The concept that self-development is about revealing what's innate rather than constructing or adding to ourselvesHow paying attention to life's natural fluctuations helps us find flowThe evolution from rigid mindfulness practices to a more integrated awareness of eve...2025-03-1827 min
How Did We Get Here?26. How Did We Get From Rock ‘n’ Roll to Financial Planning? Part 2 with Matt ZeiglerMatt Zeigler’s journey shows the power of curiosity and adaptability in navigating one's career through uncertainties. From his unexpected pivots during the global financial crisis to initiating his podcast "Just Press Record," Matt emphasizes the importance of embracing chaos as a path to growth.Key takeaways:• Resilience during the global financial crisis• Turning career challenges into opportunities• The power of curiosity• The value of non-traditional networkingConnect with us!Matt Zeigler on LinkedInSunpointe InvestmentsCultish CreativeJess...2025-03-1328 minJust Press RecordThe Lost Art of Business, Community and Authentic Brands | Elie Jacobs and Eric MarkowitzWant to grow your network? You're in the right place: Watch brand consultant Elie Jacobs and former investigative journalist turned hedge fund analyst Eric Markowitz as they meet for the first time ever! Only on "Just Press Record" - hosted by Matt Zeigler, right here on the Cultish Creative YouTube channel. Their discussion explores the critical distinctions between brand and reputation, the nature of risk in business and life, and the enduring value of authentic relationships in an increasingly digital world.Topics Covered:Brand vs. Reputation: The crucial difference between what companies say about themselves...2025-03-111h 31How Did We Get Here?25. How Did We Get From Rock ‘n’ Roll to Financial Planning? with Matt ZeiglerMatt Zeigler started out as a guitarist, hustling to make it in the music industry. Then, the dawn of the internet sent him along a different path, to financial services. He talks about how he was able to see his ADHD as a strength, and inspires listeners to embrace setbacks and not be afraid to pivot towards finding their passions.Key Takeaways:• Matt's transition from music to finance• Happiness in the workplace as a catalyst for change• Overcoming career setbacks and rejections• Harnessing ADHD as a unique strength• Less...2025-02-2729 minJust Press RecordHow to Turn Curiosity into Creation | Chris Mayer & Anne-Laure Le CunffIn this episode of "Just Press Record" on Cultish Creative, host Matt Zeigler brings together two fascinating thinkers for an engaging conversation about curiosity, burnout, and creative processes.The episode features Chris Mayer, an investor, author of books like "How Do You Know" and "100 Baggers," and advocate of general semantics - a discipline focused on understanding the assumptions behind our abstractions. Joining him is Anne-Laure Le Cunff, founder of Ness Labs and author of "Tiny Experiments," who shares insights from her journey from Google burnout to creating a thriving learning community.Throughout their conversation, Chris and Anne-Laure explore how...2025-02-251h 20
Two Quants and a Financial PlannerPractical Lessons from Warren PiesIn this episode, Jack and Matt dive deep into unique perspectives on markets and investing through the lens of Warren Pies and Fernando Vidal's innovative research approaches. They explore:A fresh take on the 60/40 portfolio debate and why the death of this strategy may be greatly exaggeratedHow to interpret market breadth and retail sentiment through new indicators like inverse ETF volumeWhy Treasury actions may be just as important as Fed policy in today's marketsThe critical relationship between bond yields, supply/demand dynamics, and what it means for investors2025-02-241h 03Two Quants and a Financial PlannerPractical Lessons from Cem Karsan | Inside the Hidden Forces Moving MarketsIn this episode of Excess Returns, Matt and Jack explore key lessons from one of our most popular guests, Cem Karsan. Through selected clips from multiple interviews, they unpack Karsan's unique insights on markets, investing, and risk management. The discussion covers critical concepts including:The fundamental importance of supply, demand, and liquidity in marketsWhy thinking probabilistically is essential for both investing and lifeHow different time frames affect investment decisions and market dynamicsThe impact of options trading on market volatilityA fascinating analysis of election...2025-02-171h 04Just Press RecordWall Street Traders Who Found Their Soul: From Market Making to MusicJoin host Matt Zeigler as he brings together two fascinating minds from the world of finance who've carved unique paths beyond the trading desk. Kris Abdelmessih (former SIG trader turned writer and founder of Moontower.ai) and Morgan Ranstrom (wealth advisor and frontman of Stone Arch Rivals) explore what it means to live authentically while building a life of purpose.This wide-ranging conversation starts with their contrasting personalities - Kris, the gregarious New Jersey native turned Californian who thrives on human connection, and Morgan, the contemplative North Dakotan turned Minnesotan who needs space to process and create. Their discussion...2025-02-111h 47
In the Passenger's Seat... with Sam D'Arc, COO of Zeigler Automotive Group — NADA Special EditionIn this episode, host Matt Mitteldorfer sits down with Sam D’Arc, COO of Zeigler Automotive Group, to talk about one of the biggest drivers of long-term success in the dealership world: culture. Sam shares how fostering a workplace that empowers employees, encourages growth and builds loyalty leads to stronger teams and better business outcomes.But that’s not all—Matt and Sam also dive into the future of AI and technology in automotive. From streamlining operations to enhancing the customer experience, they discuss how dealers can adapt, innovate, and stay ahead in a rapidly evolving industry.D...2025-02-0711 minTwo Quants and a Financial PlannerPractical Lessons from Jason BuckIn this episode, Jack and Matt dive deep into their conversation with Jason Buck about building truly robust investment portfolios that can withstand any market environment. Moving beyond the typical "stocks only go up" mentality, they explore critical concepts like:
The real difference between offense and defense in portfolio construction
Why treating your portfolio as savings rather than a get-rich-quick scheme is crucial
Understanding real vs. nominal returns and why this distinction matters more than ever
The dangers of U.S. market exceptionalism and what we can learn from other markets' struggles
How to think about portfolio construction like...2025-02-0348 minJust Press RecordFrom Middle School Business Books to Million Dollar Decisions | Kit Huffman and David Burkus
In this engaging episode for 2025, host Matt Zeigler brings together two fascinating minds in the business world: David Burkus, a renowned organizational psychologist and bestselling author, and Kit Huffman, a rising star in executive personal branding. Their conversation weaves through surprising territory, from Kit's unusual start networking with angel investors at age 14 to David's journey from stocking grocery shelves to becoming a leading voice in team dynamics.
The discussion explores how leaders find and communicate their mission, why some companies lose their way as they scale, and what it means to build a business that truly reflects your values...2025-01-281h 20
The Chase Thomas Podcast: A Tennessee Volunteers ShowCFP National Championship Final Takeaways, Zakai Zeigler Is Tennessee's MVP & Vols Transfer Portal Strategy With Matt Green & FOX Sports Knoxville's Jon ReedChase Thomas is the Sports Renaissance Man, Atlanta Sports Guy & VFL. On today's program, Chase is joined by fellow University of North Georgia alumni Matt Green to talk Georgia staring at a potential 7-5 season in 2025 (5:00), Ohio State winning it all (17:40), what to make of this CFP run (27:20), Ryan Day and Notre Dame narratives (34:20) and much more. Then, FOX Sports Knoxville's Jon Reed joins the program to talk about Tennessee beating Mississippi State (55:00), Zakai Zeigler's brilliance (68:00), Felix Okpara quietly thriving (71:00 and Tennessee's transfer portal strategy in football (73:00).Host: Chase ThomasGuest: Matt Green, Jon...2025-01-231h 34Just Press RecordWhy Smart People Make Dumb Decisions in Sports | Just Press Record with Roger Mitchell & Jason BuckJoin host Matt Zeigler for a fascinating conversation with Jason Buck (volatility hedge fund manager) and Roger Mitchell (former EMI music executive and Scottish Premier League CEO, turned sports industry consultant) as they dive deep into the business of sports, entertainment, and culture.
This wide-ranging discussion explores everything from the economics of European football and the challenges of sports ownership to the parallels between the music industry and professional sports. Roger shares insights from his unique career journey and discusses why American-style closed leagues might be the future of European sports. Jason brings his perspective on financial markets, models...2025-01-141h 46Just Press RecordSeven Unforgettable Just Press Record Conversations | Best of 2024Seven standout moments from Just Press Record's first year, curated by host Matt Zeigler. Starting with the power of small acts over institutional loyalty, moving through engaging conversations about artistic co-creation, personal change, balancing structure with spontaneity, authentic relationship building, and ending with a powerful lesson on being present that will hit you like a lightning bolt...
Each clip celebrates the show's core mission: showing you how to play more deeply with your networks of both ideas and people. As my Cultish Creative blog turns 7 years old, these moments showcase why connecting with others in meaningful ways, and, taking...2024-12-3136 minJust Press RecordHow to Win at Life Without Trying to Win at Everything | Luca Dellanna and Dylan O'SullivanIn this episode of Just Press Record, host Matt Zeigler brings together two insightful thinkers who've never met before: Dylan O'Sullivan, a literary editor known for his existential musings, and Luca Dellanna, author of "Ergodicity" and other works on long-term decision-making.
Their wide-ranging conversation explores the delicate balance between performance and survival, the nature of storytelling in both fiction and non-fiction, and how to make choices that are "not optimal, but compatible" with both short and long-term wellbeing.
The discussion weaves through topics like the evolution of friendships from high school to adulthood, the challenge of pursuing...2024-12-171h 21Two Quants and a Financial PlannerPractical Lessons from Andy Constan | Bridgewater, Macro Pillars and Navigating DeleveragingsJoin Matt Zeigler and Jack Forehand as they break down some of the most insightful frameworks from our interviews with macro thinker Andy Constan.
Drawing from multiple conversations with Andy, they explore:
Andy's experience at Bridgewater Associates and their fascinating approach to systematic investing
The four pillars of macro analysis that help make sense of complex market environments
A practical framework for evaluating market deleveraging events
Essential lessons about personal portfolio management and the importance of having clear financial goals
The realities of working in the financial industry and managing concentrated stock positions
Andy's ability to break down complex...2024-12-171h 00Just Press RecordFrom YouTube House Builder to Cider Maker: Finding Your Path | Cara Brookins and Rusty GuinnJust Press Record brings together Cara Brookins, author of "Rise: How a House Built a Family," and Rusty Guinn of Epsilon Theory for a fascinating conversation about building things that matter. Cara shares her incredible story of building a 3,500 square foot house from scratch with her four children using only YouTube tutorials, while Rusty discusses transforming a historic 1763 property into a thriving apple orchard and cidery.
The conversation weaves through themes of stubborn optimism, the importance of tangible creation in a digital age, and how the people who truly matter in our lives show up even when they think...2024-12-031h 38Just Press RecordStop Being Boring: A Marketing Masterclass | Josh Spector and Dennis Mosely WilliamsOn this episode of Just Press Record, I bring together two fascinating guests who've never met but share an uncanny ability to transform audiences through their work - Josh Spector and Dennis Moseley-Williams.
Josh ( @JoshSpectorVideos ) has built his career helping people get clients from their content, running a wildly successful daily newsletter "For The Interested" and coaching creators on growing their audiences. Dennis ( @seriousshift ), a keynote speaker and author, helps turn brands into cults by making CEOs into charismatic leaders and services into memorable experiences.
Watch as these two masters of audience engagement discover their shared philosophies on authenticity, the...2024-11-211h 22Just Press RecordThe Art of Being Untouchable: Finding Your Life's Natural Rhythm | Sean DeLaney and Mark McCartney
I've got something special for you today - a conversation that genuinely gave me goosebumps. I brought together Sean DeLaney (host of "What Got You There" / @WhatGotYouThere ) and Mark McCartney (host of "What is a Good Life" / @whatisagoodlife ) for their first-ever meeting, and what unfolded was nothing short of electric.
We dive deep into what it means to live authentically and in rhythm with yourself. From Mark's “lightning bolt” moment that led him to leave finance, to Sean's insights on self-mastery and presence, this conversation explores the territory of real wisdom - not the kind you just read about, but the...2024-11-071h 29Just Press Record"There's Nothing New": HORROR MOVIES + STORYTELLING MASTERCLASS w/Frazer Rice and CT Reese, pt. IICT Reese of @WatchWithCT and Frazer Rice of @Frazerrice1873 are BACK for a continuation of our prior conversation about horror movies, genre flicks, and why EVERYBODY can learn something from the murder, mayhem, and monsters of the (silver? cell phone? where do people watch movies now?!) screen(s)!
2024-11-041h 19Just Press RecordIntrovert-Networker meets Extrovert-Marketer: Matthew Stafford & Matt Ackerman Just Press Record!
I was so excited to introduce these two, here's why: Matthew Stafford thinks of himself an introvert, and yet he’s been hosting 10 person startup founder dinners, once a month, for 13+ years(!). Matt Ackermann is a self-described extrovert, gracing conference stages and making content for decades, with a community service attitude like few others I know (ex. coaching, PorchFest, etc.!). Plus, they’re both music nerds. AND, they’d never met. Until now.
We delved into several fascinating topics, including:
The power of helping others without expecting anything in return
The importance of collecting, curating, and connecting people and ideas
...2024-11-021h 08Just Press RecordMusic Journalist Aaron Carnes Meets Finance Shrink Dr. Daniel Crosby: Subculture Psychology and Ska!
In this episode of Just Press Record, I'm diving into the world of ska music and behavioral psychology with two fascinating guests: Aaron Carnes, author of "In Defense of Ska," and Dr. Daniel Crosby, author of "The Soul of Wealth."
We explore:
The cultural impact and misconceptions surrounding ska music
The psychology behind musical subcultures and identity
How popularity can change the perception of a genre
The balance between sincerity and irony in music and life
Generational differences in expressing emotions and dealing with mental health
The importance of stepping out of your comfort zone and embracing vulnerability
We...2024-10-3151 minTalking Billions with Bogumil BaranowskiCristina Espinal: Playing Big, Gaining Clarity & Confidence, Defining Success & More
My guest today is Cristina Espinal. She was born in Venezuela, lived in the US and Asia, made the UK her home, and joined me from Madrid today.
After a successful first career, she decided to pivot, follow, and trust her curiosity.
She helps ambitious mid-career professionals gain the clarity and confidence to secure bigger, more aligned roles and turn their uniqueness into a side business. Her Play Big newsletter is a fascinating read—all links are in the notes below.
She has a great passion for the work she does an...2024-09-301h 44Just Press RecordThe Big Quit, Commit, PivotIn this episode of Just Press Record, I've brought together two incredible minds who've never met before and an incredibly inspiring conversation ensued.
Meet Dr. Hal Hershfield, the future self guru from UCLA, and Julia Carreon, a thought-leader in finance and technology. We dive deep into how we see what Hal's research calls our "future selves" and why it matters.
Julia shares her journey of quitting a high-profile job to pursue a passion project, and then pivoting again. Hal breaks down the psychology behind these big life decisions, and we explore how generations from Boomers to Gen Z are...2024-09-131h 03Just Press RecordThe Metaphysical Psychologist and the Entrepreneurial Athlete
In this episode, I bring together two incredible guests: Phil Pearlman, founder of the Pearl Institute, and Jessica Yarmey, founder of the Flex Society.
I love connecting people from different worlds, and this conversation didn't disappoint. We dive deep into aligning our personal values with our professional lives, exploring how Phil and Jessica have each navigated this journey in their unique ways.
We cover so much ground in this chat:
How Phil and Jessica found authenticity in their careers after periods of misalignment
Building real, meaningful communities in fitness and personal development
The power (and challenges) of being vulnerable...2024-08-281h 03Talking Billions with Bogumil BaranowskiMatt Zeigler: Punk Rock Economics, The Power of Stories, Nostalgia, Becoming Independently Happy & MoreToday’s guest is Matt Zeigler. He’s been on Talking Billions before, and he was also the guest host when we turned the tables. Matt asked me questions in Talking Billions’ very first Fireside chat with the host. He is back, and we have lots to discuss.
Matt is a Managing Director and Private Wealth Advisor at Sunpointe Investments. He helps clients create, align, and manage their financial plans and investment strategies.
Matt’s talent-turned-skill is engaging people on their level. In his words, "Finance may be complex, but it doesn’t have to be complic...2024-08-191h 30Just Press RecordA Fast-Scaling Tech Exec Meets A Rock-Steady Underground Punk
In this episode, I had the pleasure of bringing together two fascinating guests: Christina Garnett, a fractional chief customer officer, and Victor Ruggiero, a musician from the ska-punk band The Slackers. Our conversation covered a wide range of topics, from the challenges of maintaining a long-term music career to the importance of authenticity in building community and connecting with fans. We explored how both the music industry and tech world grapple with burnout, creativity, and the struggle to remain genuine in an increasingly commodified landscape. Christina offered valuable insights on leveraging social media to engage with audiences, while Victor...2024-08-141h 15Just Press RecordScott Bradlee and Kyla Scanlon: Nostalgia and Nuance (Just Press Record LIVE! at Epsilon Connect)
BE MORE MID. No, seriously. Or at least come listen to this discussion of why the nuance and nostalgia around mid-ness might just save the world.
Scott Bradlee is kind of a professional nostalgia pusher.
Postmodern Jukebox has been flipping songs into older styles and genres for multi-generational audiences for over 10 years now. Their tagline is “Todays Hits Yesterday.” It works, in that the band can can sell out rooms all over the world, and - with a cool 6.25 million YouTube followers - they’re well represented in rooms they’re not even physically in too.
I’ve always wanted to a...2024-08-1341 minJust Press RecordFrom Failure to Success: The Hidden Stages of Change with Dr. Meghaan Lurtz and Ted Merz
In this episode of Just Press Record, I had the pleasure of hosting Ted Merz, a prolific writer and storyteller, and Dr. Meghaan Lurtz, an expert in behavioral psychology and change. We dove deep into the fascinating world of the transtheoretical model of change, exploring how people navigate through different stages of behavioral transformation. Our conversation weaved through personal anecdotes, from dental hygiene habits to life-changing decisions, illustrating the complex interplay between emotions, behavior, and storytelling in the process of change. We discussed the impact of data and technology on our self-perceptions and the stories we tell ourselves. I...2024-07-171h 10Just Press RecordEmbrace Your True Self with Angie Colee and Dave Nadig
In this episode, I had the pleasure of interviewing Angie Colee and Dave Nadig for an engaging conversation about music, creativity, and personal growth. We explored topics ranging from mosh pit etiquette to karaoke experiences, and delved into the importance of embracing authenticity in both personal and professional spheres. Both guests shared insightful stories about their musical journeys and how these experiences have shaped their approaches to business and life. We uncovered some profound lessons about ego dissolution, the co-creative nature of public performance, and the transformative power of embracing our true selves.
2024-07-051h 05Just Press RecordThe Unifying Nature of Storytelling with CT Reese and Frazer Rice
In this episode of Just Press Record, I had the pleasure of chatting with two fantastic guests: CT Thomas, the host of the "Watch with CT" YouTube channel, and Frazer Rice, a wealth advisor and fellow movie enthusiast. We delved into the world of horror movies, discussing the importance of the three-act structure, the impact of character deaths, and the art of subverting tropes to keep audiences engaged. Our conversation also touched on the role of star power versus character actors, the nostalgia of VHS covers, and the significance of storytelling in both the entertainment industry and in our...2024-06-241h 05Just Press RecordThe Ingredients for Personal Growth with Adam Bruderly and Justin Castelli
In this episode of Just Press Record, I dive deep into the complex topic of personal growth with my guests Justin Castelli and Adam Bruderly. We explore how traumatic experiences, both big and small, can serve as catalysts for change when combined with supportive relationships and a willingness to make difficult choices. Through sharing our own stories and insights, we uncover the importance of recognizing the "ingredients" for growth that are often right in front of us, even if we don't always see them. Together, we discover that the path to living an authentic life is paved with moments...2024-06-061h 12
Talking Billions with Bogumil BaranowskiThe Intentional Investor #4: Bogumil Baranowski with Matt Zeigler on the Epsilon Theory PodcastA wide-ranging discussion about money, wealth, investing, inherited wealth, books, curiosity, ideas, and more! Full Credit to Matt Zeigler, his Intentional Investor on Epsilon Theory Podcast. Thank you, Matt!
In this episode of The Intentional Investor, host Matt Zeigler is joined by Bogumil Baranowski to discuss the power of investing with a multi-generational mindset. Baranowski shares his personal journey from growing up in communist Poland to discovering the transformative potential of free market economies and property rights. We also discuss the importance of viewing wealth as a tree that can be planted, nurtured, and enjoyed by future generations and explore...2024-05-161h 12Just Press RecordNavigating the Confidence Map: A Conversation with Grace Nikae and Peter AtwaterIn this episode of Just Press Record, I dive deep into the dynamic nature of confidence with two incredible guests: Grace Nikae, a fractional marketer and recovered classical music prodigy, and Peter Atwater, a financial expert and the author of "The Confidence Map." Together, we explore the interplay between certainty and control, discuss the artistic process, and uncover the importance of embracing discomfort for personal growth. We also delve into the difference between authenticity and vulnerability, and how leaders can better understand and support their employees. Join us for a thought-provoking conversation that will leave you reflecting on your...2024-05-091h 06Just Press RecordFinding Community in a World of Raccoons with Ben Hunt and Paul MillerdIn this episode of Just Press Record, I invited Ben Hunt and Paul Millerd to discuss the power of community building and rejecting societal scripts. We explore the concepts of "raccoons" (grifters) and "coyotes" (ambitious individuals) in various industries and look at the importance of authenticity and finding like-minded individuals to form genuine connections. We also discuss the challenges of raising children while maintaining a sense of community and the value of pursuing small-scale, meaningful experiences that satisfy ambition without succumbing to the pitfalls of industrially necessary systems.
2024-04-241h 02Just Press RecordOptionality and Decision-Making with Brian Portnoy and Mat CashmanIn the second episode of Just Press Record, I had the pleasure of inviting Brian Portnoy, a behavioral finance expert, and Mat Cashman, an options trading specialist, to join me for a discussion on the concept of optionality in decision-making. Our conversation delved into the importance of having choices in life, the challenges of navigating uncertainty, and the role of self-awareness in making meaningful decisions. My guests shared insights from their respective fields, drawing fascinating parallels between options trading and personal decision-making, emphasizing the value of accumulating affordable, slightly out-of-the-money options in various aspects of life. We also explored...2024-04-101h 06Just Press RecordEmbracing Your Authentic Self with Tom Morgan and Jess BostIn this podcast, Jess Bost, Tom Morgan and I dive into the concept of best self versus favorite self that Robin Arzon introduced in her interview with Adam Grant. We explore how trauma can spark transformative life changes, the importance of narrowing your focus to what's most fulfilling even if it goes against societal expectations, and the role mentors play in giving people space to flourish. We also discuss team dynamics, communication, and how the hero's journey plays out in group settings. Ultimately, it's about aligning your personal identity, finding your niche in a diverse ecosystem, and letting go...2024-04-021h 05
The Active AdvisorFrom Music to Becoming a Wealth Advisor: Riffing with Matt ZeiglerDiscover the unconventional journey of Matt Zeigler, Managing Director and Private Wealth Advisor at Sunpointe Investments, as he shares insights on the role of trust, connection, and creativity in wealth advisory. Host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, riffs with Matt as they create a playlist while discussing Matt’s journey and the differentiated value he offers his clients. This episode of The Active Advisor covers: The benefits of being unlucky early in your careerHow Springsteen’s “Money for Nothing” shaped Matt’s investment strategy The impact of behavioral finance in times of financial crisisWhat Rick Rubin ha...2024-03-1947 min
Talking Billions with Bogumil BaranowskiA Fireside Chat with the Host: Bogumil answers Matt Zeigler’s questionsMy recent podcast guest and a good friend took over the show and asked me some incredibly thoughtful questions -- what followed was a lovely discussion.
Matt is one of those multi-faceted individuals that I feel blessed to have in my life that no simple bio can describe, but it doesn’t have to.
He reads, writes, loves music, he is passionate about finance and family wealth, and has an endless curiosity that he expresses in many ways — his Cultish Creative blog is one of those places, you have to look it up.
He is a seasoned podcaster himself with...2024-02-221h 32Two Quants and a Financial PlannerThe Intentional Investor | Justin CastelliIn the first episode of our new series, the Intentional Investor, Matt Zeigler sits down with RLS Wealth founder Justin Castelli to discuss his personal mission and the tools he uses to achieve it. They discuss Justin's life planning mission, why he prefers visions over goals, the $1,000,000 check he wrote to his future self and a lot more.
We hope you enjoy the discussion.
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Twitter: https://twitter.com/practicalquant...2024-02-191h 10
Talking Billions with Bogumil BaranowskiMatt Zeigler: Cultish Creative, Curiosity, Music, and the Power of Personal ArchivesMatt is a Managing Director and Private Wealth Advisor at Sunpointe Investments. He helps clients create, align, and manage their financial plans and investment strategies.
Matt’s talent-turned-skill is engaging people on their level. In his words, "Finance may be complex, but it doesn’t have to be complicated.”
Outside of work, Matt has a long-standing interest in all things creativity and culture related. He was born and raised in Pennsylvania, received his undergraduate degree in music from The University of Hartford, and has resided in Connecticut for over 20 years. You can find him with his eyes on a book...2024-01-291h 29
AlignedLife with Justin Castelliauthentically creative with Matthew ZeiglerIn the first "subject matter expert" episode, I am joined by Matthew Zeigler who I have had the pleasure to get to know over the last year. Our hour-long-plus conversation always center around creativity, hip-hop and the beautfy of the artform, and ideas we have for the future. Although Matthew is curently in the field of finance like me, he has an intersting background as a Creator and is one of the most researched individuals I know when it comes to creativity. Just take a look at the bio he provided: "Matt Zeigler is...2024-01-111h 35
Carolina CrimesEPISODE 150: "Cruel Blood": The Bigham Family SagaOne of our most often requested episodes is here!!!Spanning two centuries and 3 generations, one family in Marion and Florence Counties terrorized employees, neighbors, and each other. This episodes covers the evil and murder that all emminated from one family.Get your Carolina Crimes gear at www.carolinacrimesstore.comFollow us on Social Media:Facebook: Carolina Crimes PodcastTwitter: @SCcrimespodSources:Poison Dynasty: A short history of the murderous Bighams of Florence County By Jeff DeedsLast of the Bighams By JA Zeigler A Piece...2024-01-011h 18
The Faithful FiveS01 E04 - The Faithful Five - Episode 4 with Matt Zeigler.Tom speaks with Matt Zeigler who graduated from The Catholic University in 2022, got married and is now having his first child. A lot to balance, listen to his faith journey. 2023-08-2614 minTwo Quants and a Financial PlannerA Quant and a Financial Planner Discuss Factor InvestingIn this episode Matt and Jack look at factor investing from both the perspective of someone who builds quantitative strategies and someone who utilizes them. They discuss what factors are, why they work, the different ways to combine them into multi-factor portfolios, the importance of matching an investment strategy with the end user's goals and risk tolerance, the important of human capital in portfolio construction and a lot more.
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Twitter: ...2023-08-1451 minTwo Quants and a Financial PlannerThe Many Facets of Discipline in InvestingDiscipline is a word that everyone uses in investing. But saying it is much easier than living it. In this episode, Matt and Justin talk about the practical application of discipline in the real world. They revisit many of the topics from our previous episodes and discuss how discipline is a common thread among them.
SEE LATEST EPISODES
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https://sunpointeinvestments.com/
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
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Twi...2023-07-2447 minTwo Quants and a Financial PlannerA Financial Planner's View of Factor InvestingAsset managers who build factor investing strategies can sometimes have a difficult time seeing how those strategies are used by financial planners who build portfolios with them. In this episode, we look at that issue from both sides as we ask Matt how he thinks about using factor portfolios for clients and we have an opportunity to answer some of his questions about how we think about building them.
SEE LATEST EPISODES
https://www.validea.com/the-education-of-a-financial-planner-podcast
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
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https://sunpointeinvestments.com/
FOLLOW JACK
Twitter...2023-07-1740 minTwo Quants and a Financial PlannerLessons From the Epsilon Connect ConferenceIn early June, Matt attended the Epsilon Connect conference. The conference brought together a diverse group of people with a common goal of understanding how narratives and media bias affect our world and overcoming them to try to identify the truth and become better citizens and investors. In this episode, we discuss the biggest lessons from the conference and what they mean for all of us in the real world.
SEE LATEST EPISODES
https://www.validea.com/the-education-of-a-financial-planner-podcast
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
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https://sunpointeinvestments.com/
FOLLOW JACK...2023-07-0333 minTwo Quants and a Financial PlannerHow Regular Investors Should Think About Alternatives to Stocks and BondsWith inflation on the rise and the 60-40 stock and bond portfolio coming off one of its worst years ever, many investors are looking for alternatives. In our Show Us Your Portfolio series, we have looked at many strategies that go beyond stocks and bonds and the investors who manage their personal portfolios with them have made a compelling case for why they make sense. But they can also be complex and challenging to understand for many investors.
In this episode, we asked Matt to give us a financial planning perspective on alternative strategies from the perspective of the...2023-05-1528 minTwo Quants and a Financial PlannerUsing Variable Withdrawal Rate Strategies in RetirementMany investors are familiar with the 4% rule and fixed withdrawal rate retirement strategies. But in the real world, maintaining a fixed withdrawal rate is rarely the way things actually work out in retirement since the future is impossible to predict. In this episode, we look at the advantages of variable withdrawal strategies and look at the major approaches they utilize.
SEE LATEST EPISODES
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FIND OUT MORE ABOUT VALIDEA CAPITAL
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Twitter: https://twitter.com/practicalquant2023-05-0133 minTwo Quants and a Financial PlannerUsing Monte Carlo Simulation in Retirement PlanningIn this episode, we take a detailed look at Monte Carlo simulation and how it is used in retirement planning. The look at the inputs that are used, how the simulation works and how to interpret the results. We also discuss some of the limitations of the process, how to calculate expected market returns to use in the simulation, the importance of properly framing the results and a lot more.
SEE LATEST EPISODES
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https://www.valideacapital.com
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...2023-04-2429 minTwo Quants and a Financial PlannerThe Importance of Asset LocationMost investors pay close attention to their asset allocation. And that makes sense since research has shown that the asset classes a portfolio is allocated to drive the majority of its return over time. But asset allocation isn't the whole story. It turns out that where those assets are located among taxable, IRA and Roth accounts can also have a big impact on an investor's after-tax return. In this episode, we take a deep dive into asset location and the key concepts investors need to understand.
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FIND OUT MORE ABOU...2023-04-1731 minTwo Quants and a Financial PlannerUnderstanding the 4% Rule and Safe Withdrawal RatesThe 4% rule has become a standard used by many investors to determine the amount they can safely withdrawal in retirement. But most don't know where it came from, the assumptions used for it and how safe withdrawal rates can be impacted by the many factors we deal with as investors. In this episode we take a deep dive into the 4% rule and the concept of safe withdrawal rates and look at the answers to those questions.
We hope you enjoy the discussion.
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FIND OUT MORE ABOUT V...2023-04-1030 minTwo Quants and a Financial PlannerLessons For Investors Approaching Retirement
In this episode, we talk about the most important things people need to know as they approach and enter into retirement. We discuss the importance of maintaining a purpose in retirement, managing sequence risk, how to think about home equity and Social Security in a retirement plan, how to avoid the most common mistakes retirees make and a lot more.
We hope you enjoy the discussion.
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FIND OUT MORE ABOUT SUNPOINTE INVESTME...2023-04-0334 minTwo Quants and a Financial PlannerRetirement Planning in Your Prime Earning YearsRegardless of when you start saving for retirement, the most important period to save is probably the period when your income is at its peak. In this episode, we discuss how to think about retirement saving during your prime earning years.
We discuss the Roth vs. traditional IRA debate, the importance of avoiding lifestyle creep, how to think about how much you need for retirement, the benefits of Monte Carlo simulation and a lot more.
We hope you enjoy the discussion.
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FIND OUT MORE ABO...2023-03-2737 min
The Real Jonathan Smith PodcastSweet 16 with Matt MurphyPurdue vs FDU: Purdue had young guards and it showed. They almost had a higher number of turnovers than their 3 point percentage. Braden Smith had 7 turnovers and 1/6 from 3. Mason Gillis was 1/7 from 3 Every starter had at least one turnover and every starter but 1 had multiple turnovers. They turned it over too much, and Zach Edey didn’t take enough shots. He only took 11 shots. I know he took 11 free throws, b...2023-03-2253 min
No ShowGetting Breakfast with Ned BarkerNed is a hotel industry veteran and principal of Grill Ventures International, and he talks with us about the past, present, and future of breakfast buffets. Also, what's wrong with coffee stations? And is the "grab and go" the future of hotel food?Ned also makes special mention of the Express Start project's initiator and "owner," Jenifer Zeigler; extraordinary leadership (and hard work) was demonstrated continuously by Julie Baldwin, Gary Swanson, Ed Sellers (Royal Cup), Lisa Lang, Core Concepts, America's Kitchen and more. Sue Morgan made it "hot," adding omelets, breakfast meats, pancakes and more...2023-03-2226 min
Two Quants and a Financial PlannerA Detailed Look at FDIC and SIPC Insurance and the Protections Available for InvestorsWith the failure of Silicon Valley Bank, many investors have been worried about if their money is protected. In this episode, we take a detailed look at the protections provided by FDIC and SIPC insurance and how they work in the real world. We also look at protections available for depositors at credit unions, cash value in life insurance policies and a lot more.
We hope you enjoy the discussion.
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FIND O...2023-03-2131 minTwo Quants and a Financial PlannerWhat You Need to Know About Retirement Early in Your CareerThere are so many things to think about early in your career. Starting a new career, potentially paying off student loans and managing other expenses is usually the focus of young workers. Retirement is often not a major consideration since it is so far in the future. But saving early can start the process of compounding and can make a big difference down the road. In this episode, we discuss the things that young investors should keep in mind as they balance their present needs with their future retirement goals and get into the details of some of the...2023-03-1327 minTwo Quants and a Financial PlannerA Primer on College Planning and SavingIn this episode, we take a detailed look at the options available to save and invest for college. We discuss 529 plans, UTMAs and UGMAs and non-traditional approaches. We also discuss financial aid, grandparent 529s and a lot more.
We hope you enjoy the discussion.
SEE LATEST EPISODES
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https://sunpointeinvestments.com/
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn...2023-03-0627 min
Two Quants and a Financial PlannerThe Basics of Goals-Based PlanningIn this episode, we talk about the basics of goals-based planning. We discuss how to define goals, how to balance multiple goals, how to think about future return assumptions and where goals-based planning can go wrong.
We hope you enjoy the discussion.
SEE LATEST EPISODES
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FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
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https://sunpointeinvestments.com/
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.l...2023-02-2421 min
Talk of the TownZeigler-Kalamazoo Marathon 1-29 2023Steve Kelly spoke with Matt Thomasm Chief of Staff for Zeigler Automotive about their involvement in the Kalamazoo Marathon.2023-02-0708 min
Driving Vision Podcast with Sam D'ArcHow do YOU #Live Zeigler Fast? & Team Zeigler talks Mitch Albom|EP54Team Live Fast Owners Matt Tifft and BJ McLeod join the podcast with Zeigler-sponsored driver Josh Bilicki to announce a NASCAR VIP Pass contest going on NOW! Also, Matt and BJ talk upcoming races including Daytona, Chicago Downtown, and what might happen when competing racers stand on a medals podium for the first time...there's sure to be drama! Members of the Zeigler Auto Group remember Mitch Albom's address to Team Zeigler in the Locker Room last week. Check out last week's episode for the Driving Vision podcast's interview with Mitch.2023-01-3021 min
Veronica LIVEVeronica LIVE with Congressman Matt Gaetz, School Board Member Bridget Zeigler & Drew AllenCongressman Matt Gaetz joined Veronica LIVE to discuss the Speaker McCarthy vote, the concessions that came out of it, President Biden's classified paper problems, and the border. Gaetz also discussed his work on behalf of our military and the Covid mandate being rescinded. Sarasota County School Board Member Bridget Ziegler joined Veronica to discuss her work fighting to make school board seats conservative throughout the state of Florida. She also was endorsed by Florida Governor Ron DeSantis. Bridget talked about her role as the new National Director of the Leadership Institute working nationwide to convert school board seats to red...2023-01-162h 11
Driving Vision Podcast with Sam D'ArcZeigler and Live Fast announce Nascar Cup Series Partnership|EP47 Live Fast Motorsport B.J. Mcleod, Matt Tiff, and Nascar Cup Series driver, Josh Bilicki join Zeigler Auto Group President and CEO Aaron Zeigler to announce and discuss Zeigler Auto Group's 2023 partnership with Live Fast Motorsports.2022-12-1224 min
Driving Vision Podcast with Sam D'ArcTeam Zeigler Auto Group shares Gratitude this Thanksgiving Holiday|EP44Team Zeigler Auto Group shares gratitude this holiday season.Dan ScheidJoe St GermainMatt DouvikasMike Van RynThe Warner FamilyChryl Procarione and Gianna ProcarioneDamon West, Author of The Coffee BeanMike Van Ryn and Hayden Van RynChris ZeppenfeldEric JohnsonLindsay LatskoBill O'HaraBob KuehlLawrence MendezAriah DanielsMitch MillerDerek WebbJoe ReynoldsKyle FaimanMike Neal, Brown & Brown Dealer ServicesWill WaltonTammy BrunoMatt ThomasTim StarckBill Reynolds, Rev Business SolutionsBen CoopesKevin CounihanJodi SJames KingRick BoticJamesTroySteve Sobol2022-11-2317 min