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Matthew Bagell

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The BASHThe BASHThe BASH Episode 18- Recovery?In the latest episode of The BASH, Matt and Scott break down the "V-Shape" recovery, recap key events of 2025 so far, dive into smart investment planning, and share their take on the latest in pop culture. Tune in and let us know what you think!There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.Asset allocation does not ensure a profit or protect against a loss. Bonds are subject to market and interest rate risk if...2025-06-1315 minThe BASHThe BASHThe BASH Episode 17- 2025 Financial OutlookIn the latest episode of The BASH, Matt and Scott dive into some exciting topics! They chat about market volatility, share helpful tips for young professionals, talk about what to expect in the market in 2025, and even discuss the upcoming Super Bowl. Tune in for a fun and informative conversation!2025-02-0715 minThe BASHThe BASHThe BASH Episode 16- Election Market ReactionsIn the latest episode of The BASH, Matt and Scott dive into some important topics like the election, employer benefits, and year-end planning. They also share tips on creating handy checklists to help you stay organized. Tune in for some friendly insights and practical advice!2024-11-2514 minThe BASHThe BASHThe BASH Episode 15- Rate CutIn this captivating episode of The BASH, Matt and Scott jump into the details of the historic rate cut, future tax implications, interest rates once more, and potential pitfalls for financial/investment planning.2024-09-3013 minOne and Done: A College Basketball PodcastOne and Done: A College Basketball PodcastTransfers, Betting, and Predictions with Matthew WinickSteven and John are joined by college basketball analyst, Matthew Winick. They discuss Matthew's transfer rankings, how KenPom can influence betting, UConn to the Big 12 rumors, and they each make predictions for the Maui Invitational and Battle 4 Atlantis. Tune in! You can follow Steven on Twitter at @the_nbagell. You can follow John on Twitter at @johnsimpson42. You can follow Matthew on Twitter at @matthewwinick. Finally, the One & Done Podcast is a part of The Center Hub and Old Man Squad Network. Follow Old Man Squad on Twitter at @oldmansquad. Finally, follow...2024-08-251h 07The BASHThe BASHThe BASH Episode 14- Financial EntertainmentIn this special episode of The BASH, Matt and Scott are sharing their all-time favorite investment books, podcasts, movies, and TV shows.2024-08-2012 minThe BASHThe BASHThe BASH Episode 13- Market Surge In this exciting episode of The BASH, Matt and Scott delve into the market performance, when to take social security, offer insights on the upcoming election, and analyze economic charts.2024-06-2413 minThe BASHThe BASHThe BASH Episode 12- Santa Rally in 2023?On this episode of The BASH, Matt and Scott discuss the Santa Rally, Roth Conversions, the Magnificent 7 and Student Loans.Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a required minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA.2023-12-1213 minThe BASHThe BASHThe BASH Episode 11- Credit DowngradesOn this episode of The BASH, Matt and Scott discuss the 2023 market, credit downgrades, the 60/40 investor, and client emails.2023-08-2415 minThe BASHThe BASHThe BASH Episode 10- AI TakeoverOn this episode of The BASH, Matt and Scott discuss the debt ceiling, the S&P 500, Artificial Intelligence and if we are in a Bull Market.2023-06-1515 minThe BASHThe BASHThe BASH Episode 9- Bank Crisis?On this episode of The BASH, Matt and Scott discuss if we are on the brink of a financial crisis, play the game “Make The Case”, explain the chart and conversations regarding buying or selling a home.Dollar cost averaging involves continuous investment in securities regardless of fluctuation in price levels of such securities. An investor should consider their ability to continue purchasing through fluctuating price levels. Such a plan does not assure a profit and does not protect against loss in declining markets.2023-04-0614 minThe BASHThe BASHThe BASH Episode 8- 2023 OutlookOn this episode of The BASH, Matt and Scott discuss the 2023 outlook, ETFs, Growth vs Value, and the Secure Act 2.0.ETFs trade like stocks, are subject to investment risk, fluctuate in market value, and may trade at prices above or below the ETF's net asset value (NAV). Upon redemption, the value of fund shares may be worth more or less than their original cost. ETFs carry additional risks such as not being diversified, possible trading halts, and index tracking errors.​ There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Di...2023-02-0314 minThe BASHThe BASHWealth Check: Financial Health PulseDr. Lance Knaub of Denali Consulting interviewed Matthew and Scott in November of 2022. They catch up on the state of BASH Capital and touch on various topics such as their morning routine, being a fiduciary, their thoughts on crypto and much more.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.Dr. Lance Knaub and 4% Breakthrough Communities are not affiliated with or endorsed by Bash Capital or LPL Financial.The opinions voiced in this video are for general information only and are not...2022-12-2736 minThe BASHThe BASHThe BASH Episode 7- Fall HarvestOn this episode of the BASH from November 2022, Matt and Scott will tackle the recent Fed Meeting, tax harvesting, the midterm elections, and cash reserves.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. Government bonds and Treasury bills are guaranteed by the US government as to the timely payment of principal and interest and, if held to maturity, offer a fixed...2022-11-1615 minThe BASHThe BASHThe BASH Episode 6- Jackson Hole, Oh My!On this episode of The BASH from September 2022, Scott and Matt will discuss what happened at Jackson Hole this summer, Rebalancing, Opportunity and play a new game- make the case!Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.2022-11-0414 minThe BASHThe BASH The BASH Episode 5- Coming in HotOn this episode of The BASH from July 2022, Matt and Scott discuss Inflation, Target Date Funds, The 60/40 Investment Strategy and the Housing Market.Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.2022-11-0415 minThe BASHThe BASHThe BASH Episode 4- Treacherous WatersOn this episode of The BASH from May 2022, Scott and Matt go over Market Turmoil, Dollar Cost Averaging, and Bonds.Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.2022-11-0412 minThe BASHThe BASHThe BASH Episode 3- March MadnessOn this episode of The BASH from April 2022, Matt and Scott tackle the Stock Market, 401K's, Interest Rate Hikes and Tax Season.Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.2022-11-0414 minThe BASHThe BASHThe BASH Episode 2- Volatile TimesOn this episode of The BASH from March 2022, Scott and Matt will discuss Volatility, Financial Wellness, Active vs Passive Investing and answer more questions from our viewers.Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.2022-11-0416 minThe BASHThe BASHThe BASH Episode 1- Is Warren Buffet the GOAT?On this episode of The BASH from January 2022, Matt and Scott will discuss inflation, IRA's, Warren Buffet and answer a couple of emails from our viewers.Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.2022-11-0312 minBird RightsBird RightsCollege Basketball Season Preview Part 3 with Matthew WinickSteven is joined by Matthew Winick from the Score to talk about KenPom rankings, betting, and overrated/underrated teams. What exactly are KenPom rankings? How can you utilize them to bet college basketball? What teams are the most overrated or underrated based off KenPom rankings? Tune in to find out!Please subscribe to Premium content at Sportsethos.com. Dominate your fantasy league today!You can follow our host, Steven, @BirdRightsPod on Twitter.SUBSCRIBE, Rate and Review on iTunes and make sure to follow @BirdRightsPod on Twitter for all our delightful updates and goodies!2022-11-0148 minTomorrow\'s LeaderTomorrow's Leader#191 - Leading Through the Fork in the Road with Scott ShawSend us a textIn today’s episode, host John Laurito is joined by someone he’s known for 20 years and the Chief Investment Officer of BASH Capital, Scott Shaw CFP, CFA. They talk about how Scott’s life was before reaching a fork in the road and deciding to transition from being on the passenger seat to taking the wheel and get that CFA designation for himself. He also shares what it’s like as a CFA, what he does, and how he can better help his clients than he ever could.Scott Shaw is dedic...2021-09-0634 min