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Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.
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A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com
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Insanely Smart discusses all aspects of Financial Planning including Portfolio Management and Investing, Retirement, Estate Planning, Taxes, Insurance, and becoming an Independent Financial Advisor.
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Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.
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Money is Personal – Briggs Financial Inc. | Prudent financial advice is our only business
Steven Briggs
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Join Steven Briggs for prudent financial advice on personal finance, investing, 401(k)s, retirement planning, and navigating today's complex economic landscape. Money is Personal helps you build and protect your wealth.
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Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Walkner Condon Financial Advisors
5261
In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the in ...
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A free financial markets podcast hosted weekly by Independent Registered Investment Advisors Mark McEvily & Matt Jessup. Mark & Matt discuss their perspective on stocks, trade-able securities, the economy and financial planning. All commentary on this podcast is objective and independent. Mark & Matt strive to make sense of the challenging world of finance by providing understandable commentary to the general public. Mark and Matt are Managing Partners at Jessup Wealth Management. Address: 3 ...
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Welcome to the AJ Osborne Podcast. Twice a month, I’ll sit down with guests or fly solo to share incredible stories, give my take on today’s economy, and show you how to build wealth the right way. We bring high-value guests - solely for the purpose of long-form, high-impact discussions. By working together, we can build a better future for ourselves and our families. Find our video podcast on YouTube: https://www.youtube.com/playlist?list=PLoaCszL7eN9T7EixaJgL49WTLsT-CWLD1
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The Diamond Podcast for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
20300
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
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The ERP Advisor presents timely information drawn from real world experience with software selections and implementations across dozens of industries. Topics include: ERP Software, Human Capital Management, Customer Relationship Management, eCommerce, Data Migration, and Blockchain and AI as they relate to ERP. The ERP Advisor is hosted by the independent and objective consultants of ERP Advisors Group. Never accepting commissions or kickbacks from any software vendors or implementation part ...
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The financial impact of divorce can be overwhelming and possibly devastating if you’re not prepared. Let us help ensure that the decisions you make during this stressful time will lead to long-term financial success. Welcome to Smart Financial Divorce with Brie Reyes, where each episode Brie will walk you through the important things you need to consider when it comes to protecting yourself and loved ones when going through a divorce. She'll cover topics like mediation support, collaborative ...
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Welcome to “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession. Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at he ...
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"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life. Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a m ...
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Schwab Network is brought to you by Charles Schwab Media Productions Company (CSMPC), a subsidiary of The Charles Schwab Corporation and not a financial advisor, registered investment advisor, broker, or futures commission merchant. THE SCHWAB NETWORK SITE, CONTENT, APPS, and RELATED SERVICES, ARE ON AN “AS IS” AND “AS AVAILABLE” BASIS, WITHOUT WARRANTIES. Not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be ...
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The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.
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Independent investment advisor Bob Landaas makes sense of the latest financial developments and how they matter to individual investors. After nearly 20 years with his own popular radio show and almost a decade on public television across the country, Bob shares his plain-spoken insight via podcasts updated each Friday.
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This educational podcast, hosted by Wealth Advisor Glory Gray, helps Canadian women make the most of their money and their life.
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A podcast designed to help retirees and those nearing retirement navigate finances and life planning with expert insights from financial advisor Trevor Lawson. Tune in for practical strategies and inspiring ideas to ensure your retirement years are purposeful, fulfilling, and truly your best chapter yet. *Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or ser ...
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Tune in every Wednesday for quick and valuable financial tips, insights and strategies for every stage of life and business from WHZ Strategic Wealth Advisors. From strategic financial planning to investments, retirement planning, college planning, estate planning, wealth building, business growth and succession planning, and much more – tune in and turn up your understanding of how to maximize your money and make your financial goals a reality. WHZ Strategic Wealth Advisors is an independen ...
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Fred Saide discusses proper planning to and through retirement. His goal is to provide information on financial matters related to planning a successful retirement. Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.
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An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional. Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on t ...
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Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their income, and reduce overall income and estate taxes. Many conservative investors have used his advice to invest their savings prudently and transfer more wealth to their heirs efficiently. Visit silverleaffinancial.com for more information.
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Are you ready for some thoughtful discussions about how to meet and exceed the rigors of today's retirement industry? Join host Tom Lamendola, Chief Marketing Officer for Financial Independence Group, for a deep dive into the demands of today's retirement industry. Each episode, Tom will lead a thoughtful discussion with leaders in the financial arena to create a unique show that's designed to serve both financial professionals and everyday investors. Financial Independence Group (FIG) has b ...
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Fun With Annuities® Podcast is hosted by America’s Annuity Agent, Stan The Annuity Man®. Hear brutal annuity facts with no sales pitches from the top independent agent in the country, licensed in all 50 states. Author of 7 books, Stan dives deep on all annuity types and strategies. It’s fun, learning the contractual truths on how annuities actually work and if they’ll fit your personal retirement lifestyle. Listen in on how you can be livin’ the reality, not the dream.
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Pension Attention is a show dedicated to helping firefighters and police officers take charge of their finances to build a life they love. Your host Brad Barrett is a Managing Director and Partner at One Capital Management, a top ranked independent investment advisory firm managing $5B in assets for clients. He has advised families in the Los Angeles City Fire Department for over 12 years, is an active member in Kingdom Advisors, a biblically based advisory network and holds the certified fi ...
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Live freely! Prashant Sabapathi and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their inc ...
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Get inspired to do the best work of your life with real, unvarnished stories by and for independent financial advisors. Only on The Human Advisor, hosted by Altruist.
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Join me weekly for discussions about Retirement Tax Planning, Guaranteed Lifetime Income plans, ZERO-LOSS Growth Strategies, Legacy Planning, Long Term Care, Roth Conversions, and more. Hosted by Certified Financial Fiduciary®, member of Ed Slott's Elite IRA Advisor Group℠, Founder of Safe Money Retirement®, and the #1 Bestselling Author of Safe Money Retirement: Your Game Plan for Success, Tim Wood. You can get more info and a FREE copy of my book at www.SafeMoneyRetirement.com.
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As a physician, you are overworked, overwhelmed, and under-supported when it comes to your money. The Physician’s Guide to Wealth Podcast is where you finally unpack the silent burdens of financial stress, burnout, and sacrifice—and take back control. Hosted by James Nutter, Fiduciary Financial Advisor & Partner at IM Wealth, this isn’t your typical conversation about money. It’s a raw, thought-provoking journey at the crossroads of purpose and prosperity—challenging everything you’ve been t ...
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Your wealth plan shouldn’t sit still. Neither do we. That’s why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.
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Unlock financial clarity, confidence, and peace of mind with Metcalf Money Moment – the Podcast. Whether you’re preparing for retirement, navigating a business exit, or building generational wealth, our expert insights provide the clarity and confidence needed to achieve your financial goals. Hosted by Jeb Graham, Ethan Hutcheson, and Eric Wymore—seasoned financial professionals with a deep passion for empowering clients—this podcast brings decades of combined experience in wealth management ...
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The Jammin & Plannin Podcast is a new, unique, fun and hopefully entertaining Podcast brought to you by financial services industry veterans, John Morgan, and Scott Stathis. Life is short. And We believe any time you can combine your personal passions with your professional passions, is a time very well spent. Scott and John really love music and enjoy playing and creating music with others. From beginners to pros still playing paying gigs, the passion to play and create beautiful music is t ...
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Welcome to Becoming Wealthy, the insider’s view on building generational wealth. Hosts Michelle Bosch, multi-millionaire real estate investor, and her teenage daughter and beginning real estate investor, Sophia Bosch, bring authentic conversations on financial freedom, real estate investing, entrepreneurial mindset, faith, and growth especially tailored for the next generation of financially savvy and independent women. Becoming Wealthy celebrates the passing of wisdom from one generation to ...
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This is the best in Wealth podcast – A show for successful family stewards who want real answers about Retirement and investing so we can feel secure about our family’s future. Scott's mission is simple: to help other family stewards build and maintain their family fortress. A family steward is someone that feels family is the most important thing. You go to your job every day for your family. You watch over your family, you make sacrifices for your family, you protect your family. I work wi ...
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Money Reset: A Woman's Journey to Financial Freedom with The Budget Babe Join The Budget Babe, a busy educator on a mission to build wealth and retire earlier, as she navigates the road to financial freedom. With no fancy financial degrees—just real-life experience—this podcast is all about reshaping your life and making smart financial decisions now. It’s time to stop mindless spending and start investing in your future. In each episode, Money Reset dives into practical tips for managing mo ...
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In this podcast, John & Sam exchange perspectives on current events that are impacting our economy and influencing investment strategies. Trading Perspectives is hosted by Oakworth Capital Bank's Chief Investment Officer, John Norris along with Sam Clement, Associate Managing Director. *Oakworth Asset Management is a registered investment advisor. All advisory services, including investment management and financial planning, are offered through Oakworth Asset Management, LLC, which is owned ...
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Financial Fitness with The Money Doctor is a weekly, hour-long National radio show devoted to helping individuals and small business owners better understand their finances and the psychology involved in why we make the decisions we do, how it affects our relationships, our sense of self-worth, and most importantly what we have the power to DO about it! Even prior to this current, highly timely expansion including with BBS Radio TV, which is syndicated to every major audio portal on the worl ...
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Every day we have the opportunity to make better decisions around our money and our life. My goal is to help you do just that. Whether your goal is financial freedom, retiring early, or becoming a more successful investor, tune in each week. Each episode is 15 minutes or less and can make a significant difference to your future wealth. Brian D. Muller, AAMS® BFA™ Founder, Wealth Advisor Momentous Wealth Advisors www.momentouswealthadvisors.com #financialeducation #investingtips #financialind ...
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Husband and wife team, Craig and Jennifer Moser of Maestro Wealth Advisors discuss crucial tips for planning your successful retirement. Listen for valuable insight from professionals with unique insight and perspective on How Money Works. If you need any help with your financial or retirement plan, give them a call at 336-448-1086 or visit the website, https://maestrowealth.com Avantax affiliated financial professionals may only conduct business with residents of the states for which they a ...
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Financial Practice Made Perfect examines issues affecting independent financial advisors, and helps advisors gain insight into how to run their businesses efficiently and successfully. Presented by Independent Financial Brokers of Canada.
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Financial advisor technology news and information
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Level up your business with technology solutions to increase productivity, improve client service, and uncover opportunities for growth. Osaic's technology podcast offers best practices to help you learn, adapt, and implement technology to thrive as an independent financial professional. Visit http://www.osaic.com for additional information. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbu ...
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The Digital Advisor is a marketing podcast where independent insurance agents and financial advisors come for marketing, branding, and SEO strategies that help them build a better business both online, and off. Our parent company, Advisor Evolved provides agents and advisors with insurance agency websites and marketing coaching that helps them build the brand authority they need to maintain a stable, long lasting business in a highly competitive space. For more information, check our website ...
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Hosted by Zach Conway, CEO and Founder of Seeds, and Kelsey McKenna, Chief Operating Officer, The Advice Business Podcast invites you into candid conversations about what it really takes to build a thriving, independent advisory firm. This is where personal stories from the start-up world meet practical insights for financial advisors looking to grow with purpose. Each episode shares behind-the-scenes lessons, honest reflections, and powerful moments of clarity that come from building a busi ...
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A NEW BRAND: "Go Out And Live! with Michael Policar" explores the fact that Personal Finance and Financial Planning aren't really about money. Being smart with your financial choices is advisable, but your actual GOALS aren't really about money. They're about the things money can buy. So with a new year, and a new business (www.ngpfinancial.com), please enjoy Go Out And Live!
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Mary Sterk, CFP ®, is the owner of Sterk Financial Services (www.sterkfinancialservices.com), which is headquartered in Dakota Dunes, SD and has a second location in Kansas City. Mary’s inspirational story is one of fighting her way from Welfare to Wealth Management despite a teenage pregnancy, living in low-income housing, and raising two small children while subsisting on food stamps. Mary has received numerous awards including the Forbes Best-In-State Wealth Advisor and Forbes Top Women W ...
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Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for ...
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Advisor Elevation is a podcast that was created for top-tier financial professionals that are committed to refining their businesses. Hosted by coach, blogger, marketer and consultant Matt Eilers, this podcast dives deep into the many facets of running a successful financial practice. Episodes provide insight, ideas, conversations and featured interviews with successful advisors and thought leaders. No topic is off limits. Conversations range from practice management to referral generation, ...
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The Truth About Annuities | How Income & Guarantees Really Work
10:29
10:29
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In this episode, The Annuity Man discussed: Annuities as lifetime income How annuities are priced Focus on contractual guarantees Two primary purposes of annuities Key Takeaways: Annuities, like Social Security or pensions, provide guaranteed income for life. They come in several forms, such as immediate, deferred, and longevity annuities, each des…
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Stock Market Today: Tariff Sell-Off, GOOGL Not Selling Chrome, OpenAI's India Data Center
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September showed volatility early by starting the month on a down day. Headlines on the U.S. Appeals Court did no favors as questions on the legality of tariffs emerges on the Federal level. Right after the closing bell, headlines hit the wire that Alphabet (GOOGL) will not have to sell its Google Chrome browser. OpenAI made headlines on a report t…
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Macy's (M) and American Eagle (AEO): Earnings Watch Amid Retail Challenges
4:59
4:59
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Macy's (M) and American Eagle Outfitters (AEO) are up next to report earnings, but Sucharita Kodali has a muted outlook for both retailers. Macy's faces stiff competition from e-commerce and changing consumer habits, while American Eagle grapples with a challenging mall environment and intense fashion industry competition. Kodali will be watching f…
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Porch Group (PRCH) is getting bullish analyst attention from Goldman Sachs. The firm initiated a buy rating with a $20 price target on the housing stock. George Tsilis talks about the stock's meteoric rise since last September and explains how it fills corners of the homebuilder market many wouldn't think about. ======== Schwab Network ======== Emp…
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Bonds "Still Attractive" Following Tariff Headlines, Fed "Patient" on Rate Cuts
7:31
7:31
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Many investors felt the volatility in stocks due to the latest tariff developments. Charles Schwab's Collin Martin talks about how those headlines impacted bonds. He points the uptick to an increase in corporate bond issuance and other international news affecting price action. Collin later talks about how the FOMC may want to be more "patient" wit…
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Hackett: Go With ‘Buy the Dip’ Until it Stops Working
8:05
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“A period of consolidation is not unhealthy and not unexpected.” Mark Hackett looks at the beginning of September trading. Until “buy the dip” no longer works, he adds, it’s probably the best strategy. He contrasts institutional investing behavior with retail investors. Mark is also watching earnings revisions, noting that this is the time of year …
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How the End of De Minimis is Significantly Impacting Global Trade
6:58
6:58
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Ted Rossman explains the “de minimis” exemption, which ended on Friday, and how it will impact trade. The exemption allowed international orders under $800 to bypass tariffs. He considers it a significant move for businesses and consumers, with many relying on it to keep costs down. It is “upending” the business models of high volume, low price for…
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Buyers Alleviate SPX Pressure, Keep Key Support in Mind
6:33
6:33
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Kevin Green covers the options front on a day where the SPX faced pressure from tariffs. However, he shows how buyers helped bounce the index off lows through "orderly" price action. Kevin later turns to the SPX futures and explains how a break under a critical support level can open a trap door to substantial selling action. ======== Schwab Networ…
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Agentic A.I., Customer Contracts & Red Canary: What to Watch in ZS Earnings
6:15
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When it comes to Zscaler's (ZS) earnings after the bell on Tuesday, Cory Johnson says he'll watch how the company tackles the "future of A.I." Part of that comes from interest in the company's Red Canary acquisition and utilizing agentic A.I. to fight cybersecurity threats on a mass scale. Cory urges investors to keep an eye out for any information…
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Opportunities in the ‘Forgotten Child’ of the Market
6:34
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“We have a consumer that seems to be pretty level,” Andrew Almeida says, and thinks supply/demand pressures caused by tariffs could be short-lived. He focuses in on mid cap stocks, calling it the forgotten child of the market and comparing the sector’s performance to large and small caps. Andrew also covers the M&A field, especially as sectors like…
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Keith Buchanan is looking for market catalysts as we come off a strong August into a traditionally lower September. He previews this week’s economic data and discusses the Fed’s potential rate cut decision this month. He notes that the market is baking in a cut, and he’s going to focus on the rhetoric from Powell’s statement, as well as any data on…
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Fed Cut Baked in for September, Watch Fed Independence Closely
6:55
6:55
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Joseph Wang and Ty J. Young discuss the Fed’s next steps and react to Powell’s Jackson Hole comments. “Chair Powell has already promised he’ll cut rates in September,” Joseph argues, already reflected in market expectations. However, he thinks that the politics around the Fed’s independence is more important to pay attention to. Ty reflects on the …
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The Case for 'Undervalued' Mag 7, 'Magnificent' 493 Will Support Growth
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Joseph Shaposhnik argues that the Mag 7 are "undervalued" despite many rallying big over the past year. He sees Microsoft (MSFT) as the "winner in all markets" due to its strength in the A.I. and enterprise spaces. That said, Joseph believes the rest of the 493 companies in the SPX will shine as the Mag 7 continue to gain traction. ======== Schwab …
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Labor Day Weekend Travel & How Spirit Airlines Bankruptcy Hits Aviation Sector
5:47
5:47
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Robby Silk recaps Labor Day Weekend travel to help gauge demand within airlines, hospitality & more. He compares budget airlines to more luxury-oriented ones as Spirit Airlines re-entered Chapter 11 bankruptcy on Friday. “The situation with Spirit is pretty dire,” Robby says, but argues budget airlines are essential to the aviation ecosystem by kee…
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Landon Swan from Likefolio discusses Dollar Tree (DLTR) earnings ahead of their report. He considers it the “weakest of the three” in the trio of DLTR, Dollar General (DG) and Five Below (FIVE). He notes a lag in year-over-year visits compared to competitors, and says it is missing out by not having a strong digital footprint. Landon also looks at …
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Jessica Inskip sees a disconnect occurring between U.S. consumers and SPX, highlighting trends she sees as concerning for future growth. On today's Big 3, she turns to companies she believes will become leaders in their industries even if economic volatility reemerges. Jessica expects Take Two Interactive (TTWO) to gain momentum from Grand Theft Au…
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NIO Significant Growth in Struggling EV Market, TSLA Traction Slows
5:58
5:58
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Tu Le says there were plenty of bright spots in NIO Inc.'s (NIO) latest earnings, which he argues lays the groundwork for significant growth. He adds that it and Chinese competitors like BYD Co. (BYDDY) continue to push the "innovation envelope" as Tesla (TSLA) struggles to accelerate international sales. Lauren Fix makes the case that it's hard fo…
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U.S. Banks: Why Goldman Sachs (GS) is Winning Finance
8:14
8:14
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Ken Leon spotlights U.S. banks as a strong sector in 2025 and talks about what’s driving their success. However, not all are created equal: he digs into revenue segments to explain why he is bullish on Goldman Sachs (GS) but is more cautious on JPMorgan (JPM). He calls Bank of America (BAC) “average at best” and says Citigroup (C) is in the “second…
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Horwath: Market Pullback Healthy, Look for Market Broadening
6:36
6:36
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A market pullback right now is healthy, argues Mike Horwath as stocks sink to start September. He hopes the market will continue to broaden to “signal strength beyond the top seven names.” Mike is looking for opportunities in AI spending, especially in auxiliary companies, and highlights that AI capex is, broadly, being funded by free cash flow rat…
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Yield Curve Steepening & What it Means for the Fed
6:23
6:23
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Sean Dranfield stops by Morning Movers with his take on the treasury market. Looking at the yield curve, he provides context to the front end of the curve as investors carefully eye developments for any easing from the Federal Reserve. Sean adds that tariff uncertainty and possible refunds to already collected tariffs could be a tough environment f…
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SMHX Anniversary: Are Fabless Semiconductor Companies the Industry’s Future?
8:24
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Nicholas Frasse celebrates VanEck’s Fabless Semiconductor ETF’s (SMHX) first anniversary. He explains the strategy behind choosing semiconductor companies that design but don’t manufacture their own chips. He argues that these types of companies are the future of the industry. Top holdings include Nvidia (NVDA), Broadcom (AVGO), and AMD (AMD). All …
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Pumpkin Spice Latte Gives SBUX "Best Week of Sales Ever"
8:29
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Starbucks (SBUX) CEO Brian Niccol says the company had the "best week of sales ever" after launching its fall menu. It includes — you guessed it — the pumpkin spice latte. Marley Kayden talks about the rise of the company's signature drink and how it added caffeine to quiet headlines recently surrounding Starbucks. Tim Biggam offers an example opti…
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Butowsky: ZS "Huge Buy," on "Cutting Edge of Everything" Cybersecurity
9:43
9:43
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Ed Butowsky is a bull when it comes to Zscaler (ZS). He sees the cybersecurity company making a strong run higher due to its "streamlined" and "cohesive" application that makes it adaptable for various clients. Ed adds that its government contracts are a "seal of approval" for the private sector that will only boost bullish momentum. Tom White late…
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SIG Shines in Earnings, KHC Split, PEP's $4B Elliott Management Stake
8:32
8:32
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Diane King Hall says "diamonds are still a girl's best friend" as Signet Jewelers (SIG) topped earnings and raised full-year guidance. She notes the possibility for further growth as more couples are expected to become engaged in the months ahead. Kraft Heinz Co. (KHC) traded lower on plans to split the company into two publicly traded entities. Me…
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September Volatility Rears Its Head, XLP Technical Bounce
6:30
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Seasonal ugliness shows up once again to start September. Kevin Green talks about the significant move to the downside seen across indices on Tuesday's session as volatility spikes on tariff uncertainty. He shows key technicals behind the trading action and how it affects the week ahead. However, Kevin's also watching a potential "technical bounce"…
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Refunding Tariffs Could be ‘Chaotic’ if Struck Down; E.U. Debt & Spending
9:48
9:48
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9:48
“The tariffs aren’t going away” despite the Court of Appeals ruling against them, Michelle Gibley reminds viewers. If the emergency tariffs go away, refunds could become “chaotic,” with tariff revenue up over 100% year-over-year. She thinks we haven’t felt the “full effect” of tariffs yet and that businesses are still struggling to plan around them…
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EV Race Tightens as TSLA Sales Slip, Klarna Raising $1.27B for IPO
8:13
8:13
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Tesla's (TSLA) China-made EV sales fell 4% year-over-year in August, something Jenny Horne says puts its future growth story in perspective. She talks about rising competition from companies like BYD Co. (BYDDY) giving Tesla a tougher time on making international sales. On the IPO front, Jenny talks about Klarna and its efforts to raise another $1.…
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"Uncertainty" Going In to September, Friday's Jobs Report Key
7:28
7:28
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Kevin Hincks points to the tariff uncertainty and ongoing legal disputes as a headwind facing investors in the new month. While he believes the Supreme Court will rule favorably for the Trump Administration's tariff policy, Kevin says there likely is a "plan B and plan C" ready as well. Kevin provides his perspective on Pres. Trump's Labor Day week…
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Block (XYZ) begins the week with a downgrade from the analysts at BNP Paribas. The firm has an $86 price target, which is just above a price point that stands out on the chart according to Rick Ducat. He highlights $82 as a level to watch and addresses the stock's bounce back in the month of August. Later, Tom White illustrates an example trade for…
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ZS Earnings Preview: Government Contracts, A.I. in Cybersecurity
7:08
7:08
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Nathaniel Bradley joins Morning Movers to preview this week's earnings report from Zscaler (ZS). He believes the company's efficiency improvement displayed in margins has the needle pointing up. He does highlight Zscaler's government contract ties and the significance of maintaining a "level of demand" in the cybersecurity space. Later, Nathaniel d…
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Kraft Heinz (KHC) is splitting off into 2 separate companies. From Oscar Meier to Kraft Singles to Heinz Ketchup, there's plenty of food brands under its umbrella. Ben Watson stirs up the pot with a detailed look at the chart and points to some levels that have a little more spice than others. On a max-weekly chart, Ben shows the historical highs o…
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September Setup: Market Challenges, Potential Rate Cut, Seasonality Trends
9:09
9:09
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The trading action in September has historically been volatile. Kevin Green explains that while August's better-than-expected performance may not carry over, there might be some potential tailwinds for the equity market. First among them: a Fed rate cut at the FOMC meeting. KG adds his thoughts on the Fed's dual mandate as well as the overall bond …
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Wealth Planning for Independent Women over 45: How to Overcome Challenges and Thrive on Your Own Terms
15:03
15:03
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Send us a text Are you navigating life solo and wondering how to build lasting financial security — without a second income or a partner? This episode is for you. Join Glory Gray, Financial Planner and Wealth Manager, as she dives into the unique realities of wealth planning for single women over 45 — whether you’re single by choice or by chance. Y…
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073: How I Found My First Motivated Seller As a High School Student
23:37
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In this episode, Sophia shares how she landed her very first motivated land seller as a high school student, the exact strategies she used, and how things look completely different now in 2025 with the rise of AI-driven tools. Sophia shares what worked (and what didn't), and how she's now able to do the same amount of deals in a fraction of the tim…
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Marriage, Money & Maintenance: How to Build a Life That Lasts with Todd Spencer & Jeff McPherson | Ep 27
1:19:25
1:19:25
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Marriage and money both require one key ingredient: maintenance. In this candid episode, James is joined in-studio by Jeff McPherson and Todd Spencer—two longtime friends and leaders who’ve navigated physician families, shifting schedules, and the messiness of real life. Together, they unpack why couples often clash about finances and how small, in…
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AVGO, CRM & ZS: Charting Key A.I. Stocks With Earnings This Week
16:18
16:18
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It may be a short holiday week but there's plenty of key tech companies reporting earnings. Jenny Horne takes investors through headlines to note in Broadcom (AVGO), Salesforce (CRM) and ZScaler (ZS). Rick Ducat turns to the charts and highlights levels to watch this week. ======== Schwab Network ======== Empowering every investor and trader, every…
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What It’s REALLY Like to Build Wealth in the Military | Making a Millionaire
1:09:22
1:09:22
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Fifteen years ago, they were $35,000 in debt and struggling to make minimum payments. Today, before turning 40, they have a $4 million net worth and a path to financial independence. We uncover the mindset shifts, real estate strategies, and honest money conversations that fueled their journey. Jump start your journey with our FREE financi…
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Cracker Barrel's (CBRL) "Bruise or Break:" Importance of Brand Identity
5:18
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Adam Horlock says the Cracker Barrel (CBRL) sell-off and subsequent rebound was about more than changing and unchanging the logo — it's about brand identity. He talks about where the company went wrong and the lessons Cracker Barrel can take away from the story that garnered national attention. The biggest lesson Adam has for the company: listen to…
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‘Sell U.S. Rips, Buy Non-U.S. Dips’: Analyzing World Markets
10:57
10:57
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“It’s accepted wisdom” that the Fed will cut in September, says Jay Pelosky, and the market is focusing on other things – namely earnings and the technical picture. He thinks we are “relatively early in a global bull market.” His current strategy is to “sell U.S. rips and buy non-U.S. dips.” Jay is trimming tech positions but buying into energy. He…
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13 - The Basics of Compound Interest: How to Make Time Work for You
5:43
5:43
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Send us a text Ready to unlock one of the most powerful tools in personal finance? In this episode of Money Reset, Budget Babe breaks down the magic of compound interest — what it really is, why time matters so much, and how to put it to work no matter when you start. You’ll hear real-life examples of how starting just 10 years earlier can mean hun…
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NVDA to $200 "With or Without" China, Watch A.I. Ecosystem Growth
7:02
7:02
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Sarah Kunst calls Nvidia's (NVDA) earnings "solid," noting strong growth despite multiple headwinds tackling the A.I. behemoth. Even as Nvidia seeks to grow into an A.I. ecosystem beyond building chips, Sarah argues that it will take time to separate the company from anything other than that. Joe Tigay maintains his bullish stance on the company, c…
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Tony Zhang’s Bullish Case for Regional Banks
7:41
7:41
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Tony Zhang looks at banks as regionals rally on Powell’s Jackson Hole commentary. “It really comes down to lower interest rates,” he argues, especially for regional banks exposed to real estate. He covers names he likes in the sector, including Truist (TFC), pointing to chart technical and valuation. Tony shares an example options trade on TFC with…
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Tech Corner: UBER's Autonomous Driving Outlook
6:49
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Alphabet's (GOOGL) Waymo and Tesla's (TSLA) Robotaxi are muscling their way into the ride-sharing space. What does that mean for Uber (UBER) and Lyft (LYFT)? George Tsilis goes under the hood on Uber's business model and finds out what has led to this year's rally in shares. ======== Schwab Network ======== Empowering every investor and trader, eve…
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Future-Proof Your Retirement: Strategies Just For You
48:12
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In this episode of Retire Smart Maryland Radio, hosts Prashant Sabapathi and Jon DeFeo discuss the evolution of retirement planning from the 1990s to today. They emphasize the need for modern strategies that account for changes in the market, inflation, and tax implications. The conversation covers outdated practices like the 4% rule, the importanc…
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Using NVDA Options in "Slower and Steadier" Trade, AVGO "Sneaky" A.I. Player
7:14
7:14
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"People aren't as excited with Nvidia's earnings as they used to be," says Danielle Shay, but she believes the reaction is more "normalized" compared to the past. She believes it opens more opportunities on the options front for Nvidia (NVDA). She talks about how the "slower" price action in the market leader shaped how trader utilize Nvidia option…
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NVDA Fade After Earnings, Market Eyes Possible AI Rotation
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8:30
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Alex Coffey, Kevin Green, and Marley Kayden break down the market's response to Nvidia's (NVDA) earnings, which saw the AI chipmaker's share price fall despite a strong AI demand backdrop. They discuss the potential for a rotation out of AI stocks, such as Nvidia, and into other areas of the market, and examine the economic data calendar for the we…
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SPX Notches New Record, NVDA Weighs on Markets, PCE Data Uptick
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The S&P 500 (SPX) hit new record-highs on Thursday before selling pressures brought it back into negative territory for the week. Nvidia (NVDA) earnings weighed on the overall market performance, as shares of the Mag 7 chipmaker fell more than 2% this week. Elsewhere in the Mag 7, Alphabet (GOOGL) rose to a record high. And, the Fed's preferred inf…
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IREN (IREN) Hits Record High on AI Cloud Expansion & Blowout Earnings
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6:06
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IREN (IREN) shares surged to a record high after the company reported blowout earnings and announced a major expansion of its AI cloud business. Daniel Roberts discusses the results and the company's rapid growth. Roberts highlights the company's recent achievement of Nvidia Preferred Partner status for its 10,000 plus GPU AI cloud services busines…
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Advisors on This Week’s Show Kyle Tetting Mike Hoelzl John Sandstrom (with Max Hoelzl, Joel Dresang, engineered by Jason Scuglik) Week in Review (Aug. 25-29, 2025) Significant Economic Indicators & Reports Monday The annual rate of new home sales fell 0.6% in July and was more than 8% below its year-ago pace, the Commerce Department reported. The s…
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Overlooked Stock: AMBA Shares Soar After Earnings
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5:08
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Shares of Ambarella (AMBA) skied higher after a 2Q earnings beat. George Tsilis peels back the layers behind the fabless semiconductor manufacturer's latest figures to find out why, which includes some Wall Street speculation that it could be a takeout target for larger semiconductor companies. George does say that recent earnings are trending high…
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