Shows
ThinkAdvisor Perspectives PodcastWhen Advice Matters the Most With Andrew CrowellFinancial planning professionals are called on to address a lot of challenges for their clients, from setting up a sustainable retirement income stream to helping people prepare for the high cost of their children's college education. Those services are all of significant importance, but in the experience of Andrew Crowell, vice chairman of wealth management at D.A. Davidson, it is during life's most difficult moments that advisors can provide the most value and peace of mind to their clients. Whether they are facing an unexpected death in the family or a fast-moving natural disaster, clients need...
2025-05-2839 min
ThinkAdvisor Perspectives PodcastGetting Social Security Claiming Right With Joe ElsasserThe passage early this year of the Social Security Fairness Act was a major development in the lives of many current and former government workers, one that could have a big effect on their benefit claiming strategies. The law change is just one of many factors that add significant complexity to the Social Security claiming process, according to Joe Elsasser, a certified financial planner and the founder and president of Covisum. Getting the claiming decision right, while difficult, is among the most powerful ways financial planners can help ensure their clients successfully navigate retirement. Another...
2025-05-2332 min
Agent Survival Guide PodcastCMS Updates, Content Library, & More!
The Friday Five for March 28, 2025:
CMS Medicare $2 Drug List Model Cancelled
Oz Confirmed by Senate Finance Committee
CMS Withdraws Changes to MA and Part D FEMA SEP
Sarah Appears on The Seven Figures or Bust Podcast
Content Library for Insurance Agents Launches
CMS Medicare $2 Drug List Model Cancelled:
“CMS Innovation Center Announces Model Portfolio Changes to Better Protect Taxpayers and Help Americans Live Healthier Lives.” CMS.Gov, Centers for Medicare & Medicaid Services, 12 Mar. 2025, www.cms.gov/newsroom/fact-sheets/cms-innovation-center-announces-model-portfolio-changes-better-protect-taxpayers-and-help-americans.
Bell, Allison. “Trump Administration Ends Medicare’s $2 Drug Project.” Thinkadvisor.Com, ThinkAdvisor, 14 Mar. 2025, www.thinkadvisor...
2025-03-2808 min
Agent Survival Guide PodcastInvites, Tapestry, & the 2025 Senior Market Symposium
The Friday Five for February 7, 2025:
Valentine’s Day Gift Ideas
RFK Jr. HHS Nomination Update
Apple Announces Invites
Tapestry from The IconFactory
2025 Senior Market Symposium
Register for the 2025 Senior Market Symposium!
RFK Jr. HHS Nomination Update:
Halleman, Sydney, et al. “RFK Jr. Clears Key Hurdle on Path to HHS Secretary.” Healthcaredive.Com, Healthcare Dive, 4 Feb. 2025, www.healthcaredive.com/news/rfk-jr-clears-key-hurdle-on-path-to-hhs-secretary/739096/.
Nix, Jessica. “RFK Jr. Clears Senate Committee, Heads to Full Vote to Lead HHS.” Thinkadvisor.Com, ThinkAdvisor, 4 Feb. 2025, www.thinkadvisor.com/2025/02/04/rfk-jr-clears-senate-committee-heads-to-full-vote-to-lead-hhs/.
Diamond, Dan, et al. “RFK Jr. Closes in o...
2025-02-0713 min
Retirement Rescue RadioEpisode 191: The New Social Security Fairness ActNate discusses the new Act and the positives and negatives of it, and how it could impact retirees and the Social Security Trust Fund. Source: https://www.thinkadvisor.com/2025/01/05/biden-signs-social-security-fairness-act-/?kw=Biden%20Signs%20Social%20Security%20Fairness%20Act&utm_source=email&utm_medium=enl&utm_campaign=newsroomupdate&utm_content=20250105&utm_term=ta&oly_enc_id=4791J5393367D8I&user_id=7dece68a50d12914b4929182d0b4cb5001dd82cb0e00296b32af6f59bb259b0a https://www.thinkadvisor.com/2025/01/03/debate-is-the-social-security-fairness-act-fair/?kw=Debate%3A%20Is%20the%20Social%20Security%20Fairness%20Act%20Fair%3F&ut...
2025-01-2029 min
Podcasts Archives - Revere Asset ManagementRoaring at Gamestop | Your Money Podcast – Episode 503
Is Roaring Kitty playing fair at Gamestop?! Keith Gill’s run at the top and whether or not he’s crossing the legal line is the story of the week as the shop digs into the stock market moving to Texas and Fidelity’s new pressure on ETF’ before diving into undercutting the solar sector and Ted’s market withdrawals while vacationing in Hawaii.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
00:00 – Opening Bell
03:00 –...
2024-06-0700 minRevere Asset Management - Your MoneyRoaring at Gamestop | Your Money Podcast – Episode 503
Is Roaring Kitty playing fair at Gamestop?! Keith Gill’s run at the top and whether or not he’s crossing the legal line is the story of the week as the shop digs into the stock market moving to Texas and Fidelity’s new pressure on ETF’ before diving into undercutting the solar sector and Ted’s market withdrawals while vacationing in Hawaii.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
00:00 – Opening Bell
03:00 –...
2024-06-0700 min
Podcasts Archives - Revere Asset ManagementNVIDIA’s One-Stock Wonder | Your Money Podcast – Episode 501
Sell in May and Go Away? Or Stay in May and Make Some Hay?! The shop talks NVIDIA’s one-stock day this week, Investor Business Daily’s newfound approach to retirement savings, and the power trends that may be driving prices in the next nine months before diving into whether or not it’s worth trading NVIDIA on margin and the three breadth charts worth watching in the next six trading months. Remember – even if it’s a narrow market, as long as you’re in the narrow, you’re okay!
In this video for educational purpos...
2024-05-2400 minRevere Asset Management - Your MoneyNVIDIA’s One-Stock Wonder | Your Money Podcast – Episode 501
Sell in May and Go Away? Or Stay in May and Make Some Hay?! The shop talks NVIDIA’s one-stock day this week, Investor Business Daily’s newfound approach to retirement savings, and the power trends that may be driving prices in the next nine months before diving into whether or not it’s worth trading NVIDIA on margin and the three breadth charts worth watching in the next six trading months. Remember – even if it’s a narrow market, as long as you’re in the narrow, you’re okay!
In this video for educational purpos...
2024-05-2400 min
Podcasts Archives - Revere Asset ManagementIs Motley The Fool? | Your Money Podcast – Episode 500
Are you getting sold to a big-box advisor? Who’s the real fool here? Danny goes toe-to-toe with the Motley Fool this week while Don checks in on IBD Live before diving into percentage investments in overseas markets, tracking highs against lows in the NASDAQ, and the secret to buying the pullback with a few stocks worth watching for smarter trades.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
00:00 – Opening Bell
02:3...
2024-05-1752 minRevere Asset Management - Your MoneyIs Motley The Fool? | Your Money Podcast – Episode 500
Are you getting sold to a big-box advisor? Who’s the real fool here? Danny goes toe-to-toe with the Motley Fool this week while Don checks in on IBD Live before diving into percentage investments in overseas markets, tracking highs against lows in the NASDAQ, and the secret to buying the pullback with a few stocks worth watching for smarter trades.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
00:00 – Opening Bell
02:3...
2024-05-1752 min
Podcasts Archives - Revere Asset ManagementIs The Trend Your Friend? | Your Money Podcast – Episode 499
A whistleblower claims Fidelity’s been pushing their clientele into higher-priced products, a romantic relationship gone sour turns a 401k into a mess, and do you fancy yourself a weekend warrior? The shop digs into the true value of journaling in trading, screening processes for weekend traders, and a bar-by-bar analysis of the NASDAQ’s recent moves. Remember – the trend is your friend, until the bend at the end!
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
2024-05-1052 minRevere Asset Management - Your MoneyIs The Trend Your Friend? | Your Money Podcast – Episode 499
A whistleblower claims Fidelity’s been pushing their clientele into higher-priced products, a romantic relationship gone sour turns a 401k into a mess, and do you fancy yourself a weekend warrior? The shop digs into the true value of journaling in trading, screening processes for weekend traders, and a bar-by-bar analysis of the NASDAQ’s recent moves. Remember – the trend is your friend, until the bend at the end!
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
2024-05-1052 min
Podcasts Archives - Revere Asset ManagementHigher Rates Here to Stay? | Your Money Podcast – Episode 498
Are you ready to die? The shop digs into the DONT’S of estate planning and why Paul Krugman’s high-interest-rate theory may not hold as much water as you might think before diving into China’s building character change and where the sweet spot for big movers can be found when it comes to finding lower floats.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
00:00 – Opening Bell
02:45 – The 7 Mistakes To Avoid in End...
2024-05-0352 minRevere Asset Management - Your MoneyHigher Rates Here to Stay? | Your Money Podcast – Episode 498
Are you ready to die? The shop digs into the DONT’S of estate planning and why Paul Krugman’s high-interest-rate theory may not hold as much water as you might think before diving into China’s building character change and where the sweet spot for big movers can be found when it comes to finding lower floats.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
00:00 – Opening Bell
02:45 – The 7 Mistakes To Avoid in End...
2024-05-0352 min
Podcasts Archives - Revere Asset ManagementIs the Bull Market Over? | Your Money Podcast – Episode 497
Is the bull market over? The shop digs into corporate taxes and Spotify’s stop-loss positioning before diving into anchored VWAP’s, where bearish sentiment is headed, and where the best spots are for getting in on the retail restaurant boom.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
00:00 – Opening Bell
03:00 – Taxes, Taxes, Taxes
10:15 – Mailbag: Trading from Puerto Vallarta
17:00 – Mailbag: Spotify’s Stop-Loss Positioning
24:15 – Ted’s Anchored VWAP Tutorial
33:0...
2024-04-2652 minRevere Asset Management - Your MoneyIs the Bull Market Over? | Your Money Podcast – Episode 497
Is the bull market over? The shop digs into corporate taxes and Spotify’s stop-loss positioning before diving into anchored VWAP’s, where bearish sentiment is headed, and where the best spots are for getting in on the retail restaurant boom.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
00:00 – Opening Bell
03:00 – Taxes, Taxes, Taxes
10:15 – Mailbag: Trading from Puerto Vallarta
17:00 – Mailbag: Spotify’s Stop-Loss Positioning
24:15 – Ted’s Anchored VWAP Tutorial
33:0...
2024-04-2652 min
Podcasts Archives - Revere Asset ManagementSelling Stocks, Bitcoin Halving, & Mega RMDs – Oh My! | Your Money Podcast – Episode 496
Ready for the Great Bitcoin Halving? Why not just have a sell discipline? And are you giving up all the gains you’ve made this year? The shop digs into the government’s new ‘Mega RMDs’ and the best time to take them along with the true value of having a quality sell discipline before unpacking the expectations around this year’s Great Bitcoin Halving and why this week’s NAAIM number might be worth watching for smarter market positioning.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, & Connor Bates host The Your Mo...
2024-04-1952 minRevere Asset Management - Your MoneySelling Stocks, Bitcoin Halving, & Mega RMDs – Oh My! | Your Money Podcast – Episode 496
Ready for the Great Bitcoin Halving? Why not just have a sell discipline? And are you giving up all the gains you’ve made this year? The shop digs into the government’s new ‘Mega RMDs’ and the best time to take them along with the true value of having a quality sell discipline before unpacking the expectations around this year’s Great Bitcoin Halving and why this week’s NAAIM number might be worth watching for smarter market positioning.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, & Connor Bates host The Your Mo...
2024-04-1952 min
Revere Asset Management - Your MoneyBitcoin Halving, Gold, Or Stocks? | Your Money Podcast – Episode 495
Did the markets just change character? Should YOU? The shop digs into Jeremy Siegels irrational exuberance around the markets this week along with a deep dive into the weekly charts to talk about next week’s Bitcoin halvening, review the NASDAQ McClellan Summation Index, and ask the question – is the Dollar in trouble?
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
00:00 – Opening Bell
03:00 – Mailbag: ROTH Conversions & Fiat Currency ELI5’s
07:45 – Is...
2024-04-1252 minPodcasts Archives - Revere Asset ManagementBitcoin Halving, Gold, Or Stocks? | Your Money Podcast – Episode 495
Did the markets just change character? Should YOU? The shop digs into Jeremy Siegels irrational exuberance around the markets this week along with a deep dive into the weekly charts to talk about next week’s Bitcoin halvening, review the NASDAQ McClellan Summation Index, and ask the question – is the Dollar in trouble?
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
00:00 – Opening Bell
03:00 – Mailbag: ROTH Conversions & Fiat Currency ELI5’s
07:45 – Is...
2024-04-1252 min
Revere Asset Management - Your MoneyCatching the Stock Market Wave! | Your Money Podcast – Episode 493
Are you a HODLer for life? Crypto may be at the top of the finance conversation as of late, but where does the smoke stop and the fire start? The shop talks Sam Bankman-Fried’s 25-year sentencing, Larry Fink’s retirement crisis, and the real secret to riding the wave before diving into Bitcoin’s complicated mining strategies and big developments in small caps.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
00:00 – Op...
2024-03-2852 minPodcasts Archives - Revere Asset ManagementCatching the Stock Market Wave! | Your Money Podcast – Episode 493
Are you a HODLer for life? Crypto may be at the top of the finance conversation as of late, but where does the smoke stop and the fire start? The shop talks Sam Bankman-Fried’s 25-year sentencing, Larry Fink’s retirement crisis, and the real secret to riding the wave before diving into Bitcoin’s complicated mining strategies and big developments in small caps.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
00:00 – Op...
2024-03-2852 min
Revere Asset Management - Your MoneyTiming Trades for Market Risk Management | Your Money Podcast – Episode 491
Interval Fund? Integral Fund? Fact is, neither is good! Danny talks Hotel California rules in investment banks this week (you can check out anytime you like, but you can never leave!) before diving into why billionaires don’t own Roth IRA’s, how timing may be a bigger factor to your retirement draw than anything else, and whether or not the market is seeing a change in character through the lens of Ted’s TSLA stage analysis.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, & Ted Zhang host The Your Money Video Podcast +...
2024-03-1552 minPodcasts Archives - Revere Asset ManagementTiming Trades for Market Risk Management | Your Money Podcast – Episode 491
Interval Fund? Integral Fund? Fact is, neither is good! Danny talks Hotel California rules in investment banks this week (you can check out anytime you like, but you can never leave!) before diving into why billionaires don’t own Roth IRA’s, how timing may be a bigger factor to your retirement draw than anything else, and whether or not the market is seeing a change in character through the lens of Ted’s TSLA stage analysis.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, & Ted Zhang host The Your Money Video Podcast +...
2024-03-1552 min
Podcasts Archives - Revere Asset ManagementPEG Ratio & Fed Day – A Tale of Two Charts | Your Money Podcast – Episode 487
When are the ten best days in the market? Are the ten best days in the market even a real concept? The shop digs into California’s recent tax run, the trouble with insurance company pension guarantees, and why today’s charts don’t look all that different from 1995’s market before diving into Danny’s father’s seven-figure CISCO lesson and why NVIDIA’s Price-to-Earnings-to-Growth ratio is nothing to sneeze at.
In this video for educational purposes only, Dan Stewart, Don Vandenbord, & Michael Ramos host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
2024-02-1652 minRevere Asset Management - Your MoneyPEG Ratio & Fed Day – A Tale of Two Charts | Your Money Podcast – Episode 487
When are the ten best days in the market? Are the ten best days in the market even a real concept? The shop digs into California’s recent tax run, the trouble with insurance company pension guarantees, and why today’s charts don’t look all that different from 1995’s market before diving into Danny’s father’s seven-figure CISCO lesson and why NVIDIA’s Price-to-Earnings-to-Growth ratio is nothing to sneeze at.
In this video for educational purposes only, Dan Stewart, Don Vandenbord, & Michael Ramos host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
2024-02-1652 min
Podcasts Archives - Revere Asset ManagementBullish on Annuities? | Your Money Podcast – Episode 485
Is Goldilocks stealing from your retirement? Remember – it’s ALWAYS about the cost of money! The shop celebrates a recent family proposal (and a certain birthday) before digging into social security adjustments, whether or not you should be getting into short-term treasury bonds, and reviewing 2024’s early all-time highs before diving into real rates, earnings gaps, and layering edges in technical analysis.
In this video for educational purposes only, Dan Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
0:00 – Ope...
2024-02-0252 minRevere Asset Management - Your MoneyBullish on Annuities? | Your Money Podcast – Episode 485
Is Goldilocks stealing from your retirement? Remember – it’s ALWAYS about the cost of money! The shop celebrates a recent family proposal (and a certain birthday) before digging into social security adjustments, whether or not you should be getting into short-term treasury bonds, and reviewing 2024’s early all-time highs before diving into real rates, earnings gaps, and layering edges in technical analysis.
In this video for educational purposes only, Dan Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
0:00 – Ope...
2024-02-0252 min
Podcasts Archives - Revere Asset ManagementThe Greatest RISKS to Your Retirement? | Your Money Podcast – Episode 483
This Millennial Earning season, will your stocks get a trophy? The shop digs into the latest from Washington when Bitcoin ETF enthusiasts are calling for Vanguard heads and why Social Security is on the chopping block (again) before diving into misconceptions in how the Relative Strength line really works and why companies like Netflix, Microsoft, and Adobe have been so historically difficult to predict – even when hindsight is 20/20.
In this video for educational purposes only, Dan Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks...
2024-01-1952 minRevere Asset Management - Your MoneyThe Greatest RISKS to Your Retirement? | Your Money Podcast – Episode 483
This Millennial Earning season, will your stocks get a trophy? The shop digs into the latest from Washington when Bitcoin ETF enthusiasts are calling for Vanguard heads and why Social Security is on the chopping block (again) before diving into misconceptions in how the Relative Strength line really works and why companies like Netflix, Microsoft, and Adobe have been so historically difficult to predict – even when hindsight is 20/20.
In this video for educational purposes only, Dan Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks...
2024-01-1952 min
Podcasts Archives - Revere Asset ManagementIs It Time to Buy Bonds? | Your Money Podcast – Episode 476
Can a lobbyist be a fiduciary? Are bonds peaking? The shop digs into the big questions this week to talk about why it might be time to move on bonds, explaining the pocket pivot, revealing a few big names that may be worth watching in the homebuilding sector, and why checking sec.gov every once in a while might be worth your time for smarter trading.
In this video for educational purposes only, Dan Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Stud...
2023-11-1651 minRevere Asset Management - Your MoneyIs It Time to Buy Bonds? | Your Money Podcast – Episode 476
Can a lobbyist be a fiduciary? Are bonds peaking? The shop digs into the big questions this week to talk about why it might be time to move on bonds, explaining the pocket pivot, revealing a few big names that may be worth watching in the homebuilding sector, and why checking sec.gov every once in a while might be worth your time for smarter trading.
In this video for educational purposes only, Dan Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Stud...
2023-11-1651 min
Podcasts Archives - Revere Asset ManagementCountering BlackRock’s Green Investing Play | Your Money Podcast – Episode 475
Is ESG Investing worth your time? Trends say it might be worth diving into – at least BlackRock thinks so – but Danny’s not so sure. The shop digs into Advisorpedia’s latest pr strategy before diving into SSO buys, reviewing fundamental analysis concepts (i.e. trust), and explaining why DraftKing’s 39% earning surprise, along with DuoLingo, might be worth keeping an eye on next week.
In this video for educational purposes only, Dan Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
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2023-11-1149 minRevere Asset Management - Your MoneyCountering BlackRock’s Green Investing Play | Your Money Podcast – Episode 475
Is ESG Investing worth your time? Trends say it might be worth diving into – at least BlackRock thinks so – but Danny’s not so sure. The shop digs into Advisorpedia’s latest pr strategy before diving into SSO buys, reviewing fundamental analysis concepts (i.e. trust), and explaining why DraftKing’s 39% earning surprise, along with DuoLingo, might be worth keeping an eye on next week.
In this video for educational purposes only, Dan Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
2023-11-1149 min
Podcasts Archives - Revere Asset ManagementCan You Trust the Media for Financial Advice? | Your Money Podcast – Episode 474
Do you get your financial news from Marketing PR Firms? Wall Street Journal, Barron’s, Times, and Forbes might seem like they’ve got your best interests in mind, but remember – these players represent the SELL side, not the BUY side. Danny digs into the problem with big-box market chatter and why the Dollar won’t be losing it’s status as a World Reserve Currency anytime soon (despite what the crypto fans may say) before diving into the trouble with trusting financial media for financial advice and what’s been happening in the markets this week.
In this vi...
2023-11-0249 minRevere Asset Management - Your MoneyCan You Trust the Media for Financial Advice? | Your Money Podcast – Episode 474
Do you get your financial news from Marketing PR Firms? Wall Street Journal, Barron’s, Times, and Forbes might seem like they’ve got your best interests in mind, but remember – these players represent the SELL side, not the BUY side. Danny digs into the problem with big-box market chatter and why the Dollar won’t be losing it’s status as a World Reserve Currency anytime soon (despite what the crypto fans may say) before diving into the trouble with trusting financial media for financial advice and what’s been happening in the markets this week.
In this vi...
2023-11-0249 min
Revere Asset Management - Your MoneyInvesting to Protect YOU From YOU | Your Money Podcast – Episode 468
Does the casual investor really want an easily-manageable portfolio? Do people want a set-it-and-forget-it approach, or do they want to be informed, making wiser decisions with larger rewards? The shop breaks in the new studio to talk about stretch IRA’s, buying oil in 2023, and why Celsius is a watch (and not a buy) before diving into just how relevant the Gamestop short squeeze in the new film ‘Dumb Money’ actually is and how to find leading sectors worth investing in before the rest of the world finds it first.
In this video for educational purposes o...
2023-09-221h 04Podcasts Archives - Revere Asset ManagementInvesting to Protect YOU From YOU | Your Money Podcast – Episode 468
Does the casual investor really want an easily-manageable portfolio? Do people want a set-it-and-forget-it approach, or do they want to be informed, making wiser decisions with larger rewards? The shop breaks in the new studio to talk about stretch IRA’s, buying oil in 2023, and why Celsius is a watch (and not a buy) before diving into just how relevant the Gamestop short squeeze in the new film ‘Dumb Money’ actually is and how to find leading sectors worth investing in before the rest of the world finds it first.
In this video for educational purposes o...
2023-09-221h 04
Revere Asset Management - Your MoneyThe Closest Thing to a Perfect Stock Indicator | Your Money Podcast – Episode 466
What is the closest thing to a perfect stock indicator? Market analysts everywhere have been dreaming of the perfect stock market crystal ball for decades, and this week Danny might just have the answer. The shop digs into using Adjusted EPS (or as Danny calls it, Marketing EPS), Apple’s expected move after China announced a ban on the iPhone, and how banks are aiming to finance the resolute consumer with a little interest-rate magic.
In this video for educational purposes only, Dan Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money...
2023-09-081h 04Podcasts Archives - Revere Asset ManagementThe Closest Thing to a Perfect Stock Indicator | Your Money Podcast – Episode 466
What is the closest thing to a perfect stock indicator? Market analysts everywhere have been dreaming of the perfect stock market crystal ball for decades, and this week Danny might just have the answer. The shop digs into using Adjusted EPS (or as Danny calls it, Marketing EPS), Apple’s expected move after China announced a ban on the iPhone, and how banks are aiming to finance the resolute consumer with a little interest-rate magic.
In this video for educational purposes only, Dan Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money...
2023-09-081h 04
Revere Asset Management - Your MoneyFree Cash Flow and the New Bitcoin | Your Money Podcast – Episode 465
Are you a Jim Cramer fan? Love him or hate him, he DID get a lot of folks started in investing, for better or worse. The shop digs into Cramer’s 5-month fund shuttering and the Fed’s new Bitcoin before diving into the mailbag for high APR in the solar sector, slowed consumer spending, and why free cash flow isn’t always the go-to metric for tracking growth – even if it is one of the best.
In this video for educational purposes only, Dan Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Mon...
2023-09-011h 04Podcasts Archives - Revere Asset ManagementFree Cash Flow and the New Bitcoin | Your Money Podcast – Episode 465
Are you a Jim Cramer fan? Love him or hate him, he DID get a lot of folks started in investing, for better or worse. The shop digs into Cramer’s 5-month fund shuttering and the Fed’s new Bitcoin before diving into the mailbag for high APR in the solar sector, slowed consumer spending, and why free cash flow isn’t always the go-to metric for tracking growth – even if it is one of the best.
In this video for educational purposes only, Dan Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Mon...
2023-09-011h 04
Revere Asset Management - Your MoneyFINRA: The Bounty Hunter | Your Money Podcast – Episode 464
The un-retirement of America – it’s a frightening thing, if you’re not positioned for it. The shop digs into a recent Wells Fargo embarrassment, FINRA’s new run at Bounty Hunting, and why ROE is such an important metric for growth tracking (at least in Warren Buffet’s opinion) before diving into how the market’s moved since Jerome Powell’s Jackson Hole speech this morning and the eleven secondary indicators to watch for maximum growth.
In this video for educational purposes only, Dan Stewart, Don Vandenbord, Michael Ramos, & Ted Zhang host The Your Money Video Podcas...
2023-08-251h 05Podcasts Archives - Revere Asset ManagementFINRA: The Bounty Hunter | Your Money Podcast – Episode 464
The un-retirement of America – it’s a frightening thing, if you’re not positioned for it. The shop digs into a recent Wells Fargo embarrassment, FINRA’s new run at Bounty Hunting, and why ROE is such an important metric for growth tracking (at least in Warren Buffet’s opinion) before diving into how the market’s moved since Jerome Powell’s Jackson Hole speech this morning and the eleven secondary indicators to watch for maximum growth.
In this video for educational purposes only, Dan Stewart, Don Vandenbord, Michael Ramos, & Ted Zhang host The Your Money Video Podcas...
2023-08-251h 05
Podcasts Archives - Revere Asset ManagementThe Perfect Recipe for a Bull Market | Your Money Podcast – Episode 455
Is forecasting fortune-telling? Are big box advisors reading palms or just guessing the weather? The shop digs into bond market predictions and when exactly regulation is coming to the crypto and AI space before following up on an Apple opportunity, explaining the 60-minute Stochastic Cross, and reviewing the VIX and why the volatility index is so important for growth.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
0:00 – Opening Bell
07...
2023-06-1656 minRevere Asset Management - Your MoneyThe Perfect Recipe for a Bull Market | Your Money Podcast – Episode 455
Is forecasting fortune-telling? Are big box advisors reading palms or just guessing the weather? The shop digs into bond market predictions and when exactly regulation is coming to the crypto and AI space before following up on an Apple opportunity, explaining the 60-minute Stochastic Cross, and reviewing the VIX and why the volatility index is so important for growth.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
0:00 – Opening Bell
07...
2023-06-1656 min
Podcasts Archives - Revere Asset ManagementBig Investor Strategies | Your Money Podcast – Episode 449
How many Keynesian economists does it take to fix America’s inflation problem? The shop digs into the Fed’s grip on interest rates before diving into the mailbag to talk NVIDIA and Berkshire, review this week in the markets, and discuss the key factors to look out for when you’re looking to trade in the restaurant sector.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, & Michael Ramos host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
0:00 – This Week on Your Money
04:00 – Three Ways the F...
2023-05-051h 17Revere Asset Management - Your MoneyBig Investor Strategies | Your Money Podcast – Episode 449
How many Keynesian economists does it take to fix America’s inflation problem? The shop digs into the Fed’s grip on interest rates before diving into the mailbag to talk NVIDIA and Berkshire, review this week in the markets, and discuss the key factors to look out for when you’re looking to trade in the restaurant sector.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, & Michael Ramos host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
0:00 – This Week on Your Money
04:00 – Three Ways the F...
2023-05-051h 17
Podcasts Archives - Revere Asset ManagementAre YOU The Product? | Your Money Podcast – Episode 444
Are you the product? Or are you the customer? When it comes to investment advice, it’s hard to say who’s really getting the runaround. The shop digs into big-box advisors this week to break down just how underhanded some of the biggest strategies in investing can really be, why fear and greed are two of the biggest factors to keep an eye on, and the importance of the all-encompassing elevator up, escalator down.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Vi...
2023-03-3150 minRevere Asset Management - Your MoneyAre YOU The Product? | Your Money Podcast – Episode 444
Are you the product? Or are you the customer? When it comes to investment advice, it’s hard to say who’s really getting the runaround. The shop digs into big-box advisors this week to break down just how underhanded some of the biggest strategies in investing can really be, why fear and greed are two of the biggest factors to keep an eye on, and the importance of the all-encompassing elevator up, escalator down.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Vi...
2023-03-3150 min
Podcasts Archives - Revere Asset ManagementBuy the Big Banks?! | Your Money Podcast – Episode 443
Are YOU the cattle? Advisors around the world are proposing that we all ‘Buy the Big Banks!’ but with all the risk in the market right now, Danny’s not so sure. The shop talks Bank positions, the difference between FDIC and SIPC, and the stark lack of confidence coming from Janet Yellen and Jerome Powell before diving into earnings gaps and breadth charts after the FOMC.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
2023-03-2456 minRevere Asset Management - Your MoneyBuy the Big Banks?! | Your Money Podcast – Episode 443
Are YOU the cattle? Advisors around the world are proposing that we all ‘Buy the Big Banks!’ but with all the risk in the market right now, Danny’s not so sure. The shop talks Bank positions, the difference between FDIC and SIPC, and the stark lack of confidence coming from Janet Yellen and Jerome Powell before diving into earnings gaps and breadth charts after the FOMC.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
2023-03-2456 min
Revere Asset Management - Your MoneyTrends with Benefits | Your Money Podcast – Episode 441
Does anything good ever happen below the 200-Day Moving Average? Idyllic investors may say anything can happen, but Don’s not so sure. The shop digs into whether or not you should convert your IRA to a Roth IRA and investigates some recent moves through a Silicon Valley Bank-shaped looking glass before demystifying the self-attribution bias and digging into the Revere Asset mailbag.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
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0...
2023-03-1058 minPodcasts Archives - Revere Asset ManagementTrends with Benefits | Your Money Podcast – Episode 441
Does anything good ever happen below the 200-Day Moving Average? Idyllic investors may say anything can happen, but Don’s not so sure. The shop digs into whether or not you should convert your IRA to a Roth IRA and investigates some recent moves through a Silicon Valley Bank-shaped looking glass before demystifying the self-attribution bias and digging into the Revere Asset mailbag.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
0...
2023-03-1058 min
Revere Asset Management - Your MoneyHard Landing, Soft Landing, No Landing? | Your Money Podcast – Episode 439
A ‘No-Landing’ Scenario? The Fed’s aggressive policy tightening leads to what some economists say will be a winning strategy, but Danny’s not so sure. The shop digs into the PERFECT Stock Market Indicator, new Presidential Candidate Vivek Ramaswami, and the trouble with Foreign Investment Risks before diving into an S&P Breath update, five Tech Stocks you might want to keep an eye on, and answering a few listener questions in the Revere Asset mailbag.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, and Connor Bates host The You...
2023-02-241h 01Podcasts Archives - Revere Asset ManagementHard Landing, Soft Landing, No Landing? | Your Money Podcast – Episode 439
A ‘No-Landing’ Scenario? The Fed’s aggressive policy tightening leads to what some economists say will be a winning strategy, but Danny’s not so sure. The shop digs into the PERFECT Stock Market Indicator, new Presidential Candidate Vivek Ramaswami, and the trouble with Foreign Investment Risks before diving into an S&P Breath update, five Tech Stocks you might want to keep an eye on, and answering a few listener questions in the Revere Asset mailbag.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, and Connor Bates host The You...
2023-02-241h 01
Podcasts Archives - Revere Asset ManagementBond Ladders, Bond Funds | Your Money Podcast – Episode 438
What’s better for portfolios – bond ladders or bond funds? Danny digs into the differences and how mutual funds like Vanguard are performing ETF magic before diving into why rising mortality rates are affecting insurance premiums, how high net-worth investors like Warren Buffet and Bill Gates are embracing the Estate Tax, and the stocks you need to watch this week for steady gains in your portfolio.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, and Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
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2023-02-171h 22Revere Asset Management - Your MoneyBond Ladders, Bond Funds | Your Money Podcast – Episode 438
What’s better for portfolios – bond ladders or bond funds? Danny digs into the differences and how mutual funds like Vanguard are performing ETF magic before diving into why rising mortality rates are affecting insurance premiums, how high net-worth investors like Warren Buffet and Bill Gates are embracing the Estate Tax, and the stocks you need to watch this week for steady gains in your portfolio.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, and Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
2023-02-171h 22
Purposeful Planning with Aspen Wealth ManagementWhat Is Fiduciary Investment Advice?, Part 2Investors deserve nothing less than the fairest possible shake from anyone entrusted with advising them about their personal wealth. For decades, the fiduciary standard has shaped this highest level of care for those of us committed to delivering it. However, it has probably become harder instead of easier for you to know when you are receiving this level of care … and just as significantly, when you are not. Sources: 1. https://www.thinkadvisor.com/2019/03/18/sec-using-best-interest-as-a-marketing-slogan-phyllis-borzi/2. https://www.investmentnews.com/historical-timeline-of-fiduciary-duty-for-financial-advice-667553. https://www.sec.gov/regulation-best-interest4. https://www.thin...
2023-01-3004 min
Purposeful Planning with Aspen Wealth ManagementWhat Is Fiduciary Investment Advice?, Part 1Investors deserve nothing less than the fairest possible shake from anyone entrusted with advising them about their personal wealth. For decades, the fiduciary standard has shaped this highest level of care for those of us committed to delivering it. However, it has probably become harder instead of easier for you to know when you are receiving this level of care … and just as significantly, when you are not. Sources: 1. https://www.thinkadvisor.com/2019/03/18/sec-using-best-interest-as-a-marketing-slogan-phyllis-borzi/2. https://www.investmentnews.com/historical-timeline-of-fiduciary-duty-for-financial-advice-667553. https://www.sec.gov/regulation-best-interest4. https://www.thin...
2023-01-2304 min
Podcasts Archives - Revere Asset ManagementLeaders, Not Laggards | Your Money Podcast – Episode 433
What kind of market action are the experts predicting in 2023? The whole shop joins in on a special Friday the 13th-edition of Your Money to talk about annuity changes, the solar, medical, and real estate stocks you might want to keep an eye on, and whether or not the blockchain is actually the better mousetrap everybody claimed it was when crypto took off.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, and Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
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2023-01-131h 26Revere Asset Management - Your MoneyLeaders, Not Laggards | Your Money Podcast – Episode 433
What kind of market action are the experts predicting in 2023? The whole shop joins in on a special Friday the 13th-edition of Your Money to talk about annuity changes, the solar, medical, and real estate stocks you might want to keep an eye on, and whether or not the blockchain is actually the better mousetrap everybody claimed it was when crypto took off.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, and Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
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2023-01-131h 26
Podcasts Archives - Revere Asset ManagementRecession Rally | Your Money Podcast – Episode 429
Is a Recession merely months away? Jeffrey Gundlach certainly thinks so. The shop digs into the Bond King’s comments on where inflation’s headed before diving into non-traded REIT’s, explaining the DOW 30, and the two sectors you want to AVOID this holiday season for better entries into Energy and Finance.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, and Ted Zhang host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
0:00 – Rounding Up the Week
5:00 – Scam Bankman-Fraud
6:30 – The Real Estate Canary
2022-12-081h 00Revere Asset Management - Your MoneyRecession Rally | Your Money Podcast – Episode 429
Is a Recession merely months away? Jeffrey Gundlach certainly thinks so. The shop digs into the Bond King’s comments on where inflation’s headed before diving into non-traded REIT’s, explaining the DOW 30, and the two sectors you want to AVOID this holiday season for better entries into Energy and Finance.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, and Ted Zhang host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
0:00 – Rounding Up the Week
5:00 – Scam Bankman-Fraud
6:30 – The Real Estate Canary
2022-12-081h 00
Podcasts Archives - Revere Asset ManagementHope For the Holidays | Your Money Podcast – Episode 428
Why does everybody get so worn out by Bear markets? The shop returns from the Holiday to talk about Blackrock CEO Larry Fink’s lobbying in Washington,why Vanguard is a cheap way to lose money fast (according to Don), and how you can handle the ups and downs of a volatile market with a key William O’Neal Strategy before diving into Silver, Gold, and the true value of the 200-day Moving Average.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, and Ted Zhang host The Your Money Video Podcast...
2022-12-0247 minRevere Asset Management - Your MoneyHope For the Holidays | Your Money Podcast – Episode 428
Why does everybody get so worn out by Bear markets? The shop returns from the Holiday to talk about Blackrock CEO Larry Fink’s lobbying in Washington,why Vanguard is a cheap way to lose money fast (according to Don), and how you can handle the ups and downs of a volatile market with a key William O’Neal Strategy before diving into Silver, Gold, and the true value of the 200-day Moving Average.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, and Ted Zhang host The Your Money Video Podcast...
2022-12-0247 min
Podcasts Archives - Revere Asset ManagementNot Your Keys, Not Your Cheese | Your Money Podcast – Episode 426
What a difference a day makes! The shop reviews this week’s crypto crash and the meaning behind ‘not your keys, not your cheese’ before diving into gift & estate tax changes, bond opportunities, and the ten risks that could sink the market next year.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, and Ted Zhang host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
0:00 – Intro
2:00 – Ten Risks that Could Sink the Market Next Year
5:00 – Late-Arrival Bond Opportunities
8:00 – Sequence of Returns
13:30...
2022-11-1055 minRevere Asset Management - Your MoneyNot Your Keys, Not Your Cheese | Your Money Podcast – Episode 426
What a difference a day makes! The shop reviews this week’s crypto crash and the meaning behind ‘not your keys, not your cheese’ before diving into gift & estate tax changes, bond opportunities, and the ten risks that could sink the market next year.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, and Ted Zhang host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
0:00 – Intro
2:00 – Ten Risks that Could Sink the Market Next Year
5:00 – Late-Arrival Bond Opportunities
8:00 – Sequence of Returns
13:30...
2022-11-1055 min
Revere Asset Management - Your MoneyEvaluating the Dollar | Your Money Podcast – Episode 423
Is the Fed on track to make a smooth landing? Danny thinks they’ve been dovish, but the charts don’t seem so sure. The shop talks federal jawboning, revisits making money in the natural gas sector, and spooked investors before diving into Stan Weinstein’s 4-Stage Analysis for making moves in the markets.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, and Ted Zhang host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
0:00 – Introduction
3:00 – Federal Jawboning
5:30 – A Dead Cat Bounce
8:00...
2022-10-211h 01Podcasts Archives - Revere Asset ManagementEvaluating the Dollar | Your Money Podcast – Episode 423
Is the Fed on track to make a smooth landing? Danny thinks they’ve been dovish, but the charts don’t seem so sure. The shop talks federal jawboning, revisits making money in the natural gas sector, and spooked investors before diving into Stan Weinstein’s 4-Stage Analysis for making moves in the markets.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, and Ted Zhang host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
0:00 – Introduction
3:00 – Federal Jawboning
5:30 – A Dead Cat Bounce
8:00...
2022-10-211h 01
Revere Asset Management - Your MoneyOld King Coal | Your Money Podcast – Episode 422
Are your retirement funds really YOUR money? The guys talk big-box 401k partnerships and walking the fear-of-missing-out/fear-of-going-lower tightrope before digging into last week’s missed sector – coal – and the stocks you’ll want to keep an eye on to take advantage in 2024.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, and Ted Zhang host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
0:00 – Introduction
3:30 – Fidelity & Vanguard’s 401k Fallout
8:00 – Hitting the Heave Point
12:00 – Balancing FOMO and FOGL
15:30 – Grotection Tactics
23:00 – Sect...
2022-10-141h 01Podcasts Archives - Revere Asset ManagementOld King Coal | Your Money Podcast – Episode 422
Are your retirement funds really YOUR money? The guys talk big-box 401k partnerships and walking the fear-of-missing-out/fear-of-going-lower tightrope before digging into last week’s missed sector – coal – and the stocks you’ll want to keep an eye on to take advantage in 2024.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, and Ted Zhang host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
0:00 – Introduction
3:30 – Fidelity & Vanguard’s 401k Fallout
8:00 – Hitting the Heave Point
12:00 – Balancing FOMO and FOGL
15:30 – Grotection Tactics
23:00 – Sect...
2022-10-141h 01
Podcasts Archives - Revere Asset ManagementCathie Woods Bear Market | Your Money Podcast – Episode 418
Have you gotten defensive yet? If not, why not? The shop digs into indexed annuities, the oncoming dip in pension plans, and review the four rules that advisors are avoiding before diving into Cathie Woods dipping portfolio and the value of a strong sell discipline in today’s bear market.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, and Michael Ramos host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
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0:00 – The Market is Getting HAMMERED
4:15 – Averaging Indexed Annuities
10:30 – Four Rules Advisors are Abandoning
2022-09-161h 27Revere Asset Management - Your MoneyCathie Woods Bear Market | Your Money Podcast – Episode 418
Have you gotten defensive yet? If not, why not? The shop digs into indexed annuities, the oncoming dip in pension plans, and review the four rules that advisors are avoiding before diving into Cathie Woods dipping portfolio and the value of a strong sell discipline in today’s bear market.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, and Michael Ramos host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
0:00 – The Market is Getting HAMMERED
4:15 – Averaging Indexed Annuities
10:30 – Four Rules Advisors are Abandoning
2022-09-161h 27
Revere Asset Management - Your MoneyETF’s & the Silicon Carbide Valley | Your Money Podcast – Episode 415
Are ETF’s actually a good strategy for growth? Following a stark Fed announcement at Jackson Hole, the shop digs into the Revere Asset mailbag to talk about the risk/reward of ETF’s, where the markets may be headed after the midterms, and why you might want to keep an eye on Silicon Carbide.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, and Michael Ramos host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
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0:00 – There’s Four Bad Responses to A Bear Market
4:30 – K...
2022-08-2652 minPodcasts Archives - Revere Asset ManagementETF’s & the Silicon Carbide Valley | Your Money Podcast – Episode 415
Are ETF’s actually a good strategy for growth? Following a stark Fed announcement at Jackson Hole, the shop digs into the Revere Asset mailbag to talk about the risk/reward of ETF’s, where the markets may be headed after the midterms, and why you might want to keep an eye on Silicon Carbide.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, and Michael Ramos host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
0:00 – There’s Four Bad Responses to A Bear Market
4:30 – K...
2022-08-2652 min
War Room HuddleEP 18: Becoming Your Own Personal Legend Ft. Jody Bluitt, Wealth Advisor at WFA- Plan Invest InspireWelcome back to another episode of War Room Huddle! Today, we are joined by Jody Bluitt, Wealth Advisor at WFA in Shreveport, Louisiana. Recently, Jody's leadership earned him the honor of being named a finalist for the ThinkAdvisor LUMINARIES Class of 2022 in the category of Community Service and the advisory board of the Shreveport-Bossier African American Chamber of Commerce. In today's special episode, RFG President Shannon Spotswood and Jody discuss what it means to make the climb to take your career and life to different altitudes. They talk about the importance of "owning it to the best o...
2022-06-2836 min
The Long ViewDavid Lau: Taking High Commissions Out of AnnuitiesOur guest on the podcast today is David Lau, founder and CEO of DPL Financial Partners, which develops and distributes low-cost, commission-free insurance and annuity products. In addition, DPL Financial Partners provides tools and educational resources for registered investment advisors and individual investors. Prior to founding DPL, David was chief operating officer of Jefferson National and before that he was principal and co-founder of the Oysterhouse Group, a management consulting firm. He also served as chief marketing officer of E-Trade Bank and its predecessor TeleBank. David received his bachelor's degree in economics from the College of William and...
2022-06-2153 min
401(k) RoundtableDoes TikTok Have It Right On 401(k) Plans?On this episode we have a little fun and take on some information on 401(k)s that you may or may not have seen on TikTok. You will hear my inspiration for this episode right out of the gate and it is safe to say you can't always trust what you hear online. Or, at a minimum you need a heavy dose of context. My guest, the multi-tool player David Blanchet, PhD, CFA, CFP is Managing Director and Head of Retirement Research now with PGIM. He does a great job sorting through the various themes of 401(k) information I...
2022-04-0847 min
Wise Money RetirementSocial Security MillionaireWhen it comes to maximizing Social Security retirement benefits, Americans do a horrible job. It’s been reported that only about 4% of retirees make the optimal Social Security claiming decision. This means that 96% percent of those heading into retirement end up losing a total of roughly $2.1 trillion dollars. 1. Each with their own set of intricate rules and confusing lingo. This leads to confusion and ultimately is one of the reasons why so many people make bad decisions regarding their benefits. With so much at stake it is important to take the time to understand how simple it can be to...
2021-12-3027 min
Women On Top with Haleh ModdasserWomen On Top with Haleh Moddasser: "The Interview" with Jane Wollman RusoffIn this kick-off episode of Women On Top with Haleh Moddasser, Haleh speaks with Jane Wollman Rusoff, a tenured journalist, a ThinkAdvisor Contributing Editor, and founder of Family Star Productions. Haleh digs into Jane’s long career interviewing people—everyone from celebrities to elderly loved ones. The two explore the wide diversity of Jane's writing projects, the changes she’s witnessed in journalism—some good and others not—plus the importance of looking within yourself for a source of empowerment. Jane Wollman Rusoff currently specializes in interviews with thought leaders. She is also the host of the ThinkAdvis...
2021-10-1223 min
Women on Top with Haleh Moddasser"The Interview" with Jane Wollman RusoffIn this kick-off episode of Women On Top with Haleh Moddasser, Haleh speaks with Jane Wollman Rusoff, a tenured journalist, a ThinkAdvisor Contributing Editor, and founder of Family Star Productions. Haleh digs into Jane’s long career interviewing people—everyone from celebrities to elderly loved ones. The two explore the wide diversity of Jane's writing projects, the changes she’s witnessed in journalism—some good and others not—plus the importance of looking within yourself for a source of empowerment.Jane Wollman Rusoff currently specializes in interviews with thought leaders. She is also the host of the ThinkAdvis...
2021-10-1223 min
ThinkAdvisor Perspectives PodcastHow 2021 Has Changed Financial Advisor MarketingIn this episode of the Perspectives podcast, sponsored by Snappy Kraken and hosted on ThinkAdvisor, we'll hear highlights from the June 15th presentation titled, How 2021 Has Changed Financial Advisor Marketing. The best marketing methods are constantly changing and evolving. With an overwhelming amount of tactics available for use, advisors can turn to hard data to feel assured in their next steps. Robert Sofia, CEO of Snappy Kraken, explores data-based insights from thousands of active digital marketing campaigns run by individual financial advisors and firms throughout the United States during the first half of 2021. He uncovers w...
2021-08-2013 min
The Independent AdvisorsThe Independent Advisors Podcast Episode 111: Is the Roth IRA Going Away?1. Article in ThinkAdvisor by Melanie Waddell -
https://www.thinkadvisor.com/.../house-panel-crafting.../
2. Tweet from Austin Lieberman -
https://twitter.com/lieberm.../status/1421212550356770821...
3. Financial Planning Topic of the week -
https://www.collaborativefund.com/blog/%24/
Twitter Handles:
Jessup Wealth Management (@JessupWealth)
Mark McEvily (@MarkMcEvily)
Matthew Jessup (@matthewcjessup)
2021-08-2042 min
Human Capital with Melanie WaddellLUMINARIES: Leadership Lessons From Mark TibergienFor today’s conversation, we’re taking a different approach in order to highlight ThinkAdvisor’s new industry recognition program: The LUMINARIES, which is recognizing top advisors, broker-dealers, RIAs, asset managers and other firms, as well as their outstanding programs, products and services. The 2021 finalists of this groundbreaking program will be announced soon online at ThinkAdvisor.com. They’ll also be featured in print in Investment Advisor magazine’s September and November issues. The Luminaries awards shine a spotlight on excellence in four key areas by telling the stories of those leading the industry forward in: Divers...
2021-08-0523 min
In the Suite49. The Launch of a Growth Academy App Under a Universe of Stars and Diamond Teams with Angie Herbers, Founder and CEO of Herbers & CompanySend us a textWe are absolutely thrilled and honored to welcome Angie Herbers In The Suite. We are so excited to talk with her and learn more about her story and how she got to where she is today.Her name is synonymous with practice management, business intelligence, process, and efficiency. She is the Founder and Chief Executive Officer of Herbers & Company. She brings over 20 years of experience in human capital management, leadership, and corporate financial strategy development to advisory firms. She has worked with over 600 financial advisory firms and is still counting!
2021-06-221h 20
ThinkAdvisor Perspectives PodcastYear of the Ox: Reasons to Be Bullish on Chinan this episode of the Perspectives podcast, sponsored by Matthews Asia and hosted on ThinkAdvisor, we'll hear highlights from the March 10th presentation titled, Year of the Ox: Reasons to Be Bullish on China. With increasing vaccine availability and an improving economic environment, the New Year is showing signs of optimism for global investors. In particular, China — the only major economy with positive growth in 2020 according to the IMF — continues to boast a vibrant, entrepreneurial economy and is well-positioned to set the stage for future growth. Speakers from Matthews Asia — Andy Rothman...
2021-05-1717 min
ThinkAdvisor Perspectives PodcastExcerpts from Client Acquisition in a Virtual WorldIn this episode of the Perspectives podcast, sponsored by FMG Suite and hosted on ThinkAdvisor.com, we'll hear highlights from the March 4th presentation titled, Client Acquisition in the Virtual World. Because you now spend most of your time in front of a screen, you can no longer rely on in-person meetings, lunches, or educational seminars to lure in a steady stream of prospects. In today's virtual world, learning how you can impress strangers you don't even know without meeting with them face-to-face is the challenge we all face. Solange Jacobs Randolph, VP of Marketing...
2021-04-1315 min
ThinkAdvisor Perspectives PodcastHow to 5X Your Marketing Results in 2021Highlights from the January 28 webcast "How to 5X Your Marketing Results in 2021." This event featured Robert Sofia, CEO of Snappy Kraken. The full on-demand presentation can be found at https://www.thinkadvisor.com/2020/12/22/boost-2021-marketing-results-by-5x-move-prospects-from-cold-to-gold/
2021-03-1119 min
ThinkAdvisor Perspectives PodcastExcerpts From The State of Marketing Technology for Financial Advisors & Wealth FirmsIn this episode of the Perspectives podcast, sponsored by FMG Suite and hosted on ThinkAdvisor.com, we'll hear highlights from the December 8th presentation titled, The State of Marketing Technology for Financial Advisors & Wealth Firms. During this unprecedented time, you still need to find ways to grow your business, bring in new clients and keep your pipeline running. This means you need smarter, simpler, and more effective marketing that helps you deepen relationships with clients and stay connected with your prospects. However, it can be difficult to know what works. Scott Wh...
2021-01-2616 min
ThinkAdvisor Perspectives PodcastThe Momentum Behind the RIA ModelIn this episode of the Perspectives podcast, sponsored by Charles Schwab hosted on ThinkAdvisor, we'll hear highlights from the September 30th presentation titled, The Momentum Behind the RIA Model. The Registered Investment Advisor (RIA) model continues to thrive forward – and now is the perfect time to join the momentum. Why now? The speakers in this presentation – Becky Krieger, CFP®, CPA, Managing Director, Client and Community Outreach & Shareholder at Accredited Investors Wealth Management®; Jonathan Straub, Founder and Principal at AdvicePeriod; and Chris Reedy, Managing Director, Business Development at Schwab Advisor Services™ – highlight five major trends that...
2020-11-2317 min
ThinkAdvisor Perspectives PodcastExcerpts from Webcast: How to Talk to Clients About Fixed-Income in the Midst of the Coronavirus & U.S. ElectionIn this episode of the Perspectives podcast, sponsored by Eaton Vance and hosted on ThinkAdvisor, we'll hear highlights from the October 21st presentation titled, How to Talk to Clients About Fixed-Income in the Midst of the Coronavirus & U.S. Election. Most investors understand and appreciate the value of bonds in their portfolios, but there is always room to revisit current allocations and explore more options. The current economic and financial conditions continue to affect the fixed-income arena, and they may keep shifting as we approach the U.S. elections and in light of the continuing pandemic.
2020-11-2020 min
The Insurance Bro ShowEpisode 15 - 10 tips for new insurance agentsHear our take on this article from ThinkAdvisor! https://www.thinkadvisor.com/2015/06/18/10-tips-for-new-insurance-agents/?fbclid=IwAR2c9rkmbRvTdGklkCUaILpQOgusDmkMtK9_zJLmLiF3V5PlOTrt2maFx0U
2020-09-2334 min
ThinkAdvisor Perspectives PodcastExcerpts from Webcast: How to Use Tech to Turn Volatility into Stability and ScalabilityIn this episode of the Expert Perspectives podcast, sponsored by Practifi and hosted on ThinkAdvisor, we'll hear highlights from the March 31st presentation titled, How to Use Tech to Turn Volatility into Stability and Scalability. As the recent market downturn and ongoing uncertainty about the global economy shows, straying off the prudent investing path can be dangerous. Many investors are getting caught up in recency bias and taking unnecessary risks. The speakers in this webcast – Gavin Spitzner, Founder and President of Wealth Consulting Partners; Timothy Welsh, President, CEO and Founder of Nexus Strategy; Craig Iskowitz, CEO...
2020-04-2926 min
ThinkAdvisor Perspectives PodcastExcerpts from: 4 Business Growth Strategies Advisors Should ConsiderIn this episode of the Perspectives podcast, sponsored by Cambridge and hosted on ThinkAdvisor, we'll hear highlights from the November 12th presentation titled, 4 Business Growth Strategies Advisors Should Consider. It's always a goal of advisors to take their business to the next level – but how can that be done purposefully and successfully? Four types of strategies – Business Planning, Office Efficiency, Marketing, and Client Experience – are worth consideration and can help advisors build more into their business for the future and better serve clients today – ultimately creating business growth. Jeff Vivacqua, Executive Vice President and Chief...
2019-12-0916 min
ThinkAdvisor Perspectives PodcastExcerpts from: How to Prepare Your Business for the Future -- Growth, Succession and Acquisition SolutionsIn this episode of the Expert Perspectives podcast, sponsored by Cambridge and hosted on ThinkAdvisor, we'll hear highlights from the August 29th presentation titled, How to Prepare Your Business for the Future – Growth, Succession and Acquisition Solutions. As a financial professional, you help your clients plan for their future – but are you thinking about your own? It's important to identify areas for further growth within your business and prepare for the future through growth, succession or acquisition.
2019-09-2715 min
ThinkAdvisor Perspectives PodcastExcerpts from "Turn Data Into Action: Elevating the Digital Advisor-Client Experience"In this episode of the Expert Perspectives podcast, sponsored by Hearsay Systems and hosted on ThinkAdvisor, we'll hear highlights from the July 30th presentation titled,Turn Data Into Action: Elevating the Digital Advisor-Client Experience. New digital technologies – social, mobile, analytics and cloud – continue to create fundamental shifts in client and advisor attitudes, behaviors and relationships. Focus is often put on improving direct-to-consumer touchpoints, however, the majority of the client experience still happens directly with an advisor, not on an app or via a client portal. Marcin Grobelny, Director of Professional Services at Hear...
2019-09-1619 min
The Money HuddleThe Crash of the Iron Condor In this episode, we discuss the growing concern about rising costs of long-term care insurance and how those over-hyped, "too good to be true" investment strategies can fall flat when markets get volatile. For more details on the topics we discuss, you can check out the following links: https://www.thinkadvisor.com/2019/05/02/genworth-says-it-needs-6-billion-in-additional-ltci-rate-hikes/ https://www.thinkadvisor.com/2019/05/01/2020-medicare-premium-hike-could-wipe-out-social-security-cola-for-many-retirees/ https://www.fidelity.com/viewpoints/active-investor/iron-condor-strategy https://www.wealthmanagement.com/alternative-investments/ubs-clients-burned-iron-condor-strategy https://seekingalpha.com/article/4236249-just-say-yes http://www.theoptionsguide.com/iron-condor.aspx ...
2019-05-1728 min
FPPadFPPad Bits and Bytes for July 29, 2016
On today’s broadcast, it’s a robo free-for-all, so put on your best robo accessory, because FPPad Bits and Bytes begins now!
(Watch FPPad Bits and Bytes on YouTube)
Today’s episode is brought to you by Envision Consulting, providers of IT management and support, cloud computing, and cybersecurity services to RIAs. This October, Envision is hosting a cybersecurity event with Kevin Mitnick, the World’s Most Famous Hacker, where you can find out how to leverage Kevin’s knowledge of the latest hacking techniques to protect your business from attack.
S...
2016-07-2905 min