Best Key Wealth Institute Podcasts (2025)

1
Friday 4th of July Show - Best of Caller Questions 46:55

6h ago46:55

46:55

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World. Today's Stocks & Topics: Bonds, Portfolio Management, Credit Card Debt, Real Estate Co-Op, Investing for Kid’s Future, Current Bond Market, Investing in Morocco, Value Stock, Dif…

1
US Dollar Is Off to Its Worst Start in 50 Years. Here's Why That Matters for You 45:29

1d ago45:29

45:29

Inflation fears, rising national debt, and erratic trade policy have resulted in the steepest drop in five decades for the US dollar-- down over 10% in early 2025. Today's Stocks & Topics: IIPR - Innovative Industrial Properties Inc., Market Wrap, AMH - American Homes 4 Rent Cl A, US Dollar Is Off to Its Worst Start in 50 Years. Here's Why That Mat…

1
Ask the Advisors: We Answer Your Questions! 55:05

1d ago55:05

55:05

Advisors Ford Stokes and Sam Davis empty out the listener mailbag on this week’s show as they share answers to some of the most frequently asked questions from retirees. -- Schedule Your Free Meeting with a Fiduciary Advisor : www.activewealth.com/plan Listeners Can Call Us at (770) 685-1777 Listen to the show every weekend on your favorite Atlanta…

1
The Hidden Risks of Passive Investing’s Market Dominance 44:32

2d ago44:32

44:32

As passive index funds surpass active management in investor portfolios, their growing dominance is increasing stock price synchronization, weakening diversification, and amplifying systemic risks. Today's Stocks & Topics: NXST - Nexstar Media Group Inc. Cl A, Market Wrap, Sectors in 2nd Half of 2025, PANW - Palo Alto Networks Inc., NET - Cloudflar…

1
4 Key Questions to Consider Before Allocating Crypto in Your Portfolio 37:37

3d ago37:37

37:37

To make informed decisions about adding crypto ETFs to their portfolios, investors should weigh various factors including diversification and volatility. Today's Stocks & Topics: PBF - PBF Energy Inc., Market Wrap, 4 Key Questions to Consider Before Allocating Crypto in Your Portfolio, CXDO - Crexendo Inc., TGT - Target Corp., Labor Market, Reverse…

1
Are Trump Accounts the Best College Savings Option for Families? 46:39

4d ago46:39

46:39

Trump Accounts, proposed in the "One Big Beautiful Bill", would provide every eligible newborn with a $1,000 government-funded, stock index-tracking investment account but experts note that 529 plans offer greater flexibility and more favorable tax treatment for college savings. Today's Stocks & Topics: URNM - Sprott Uranium Miners ETF, Market Wrap…

1
114: Bellmont Securities' Michael Block – The Michael Block Roadmap to Investing 59:27

4d ago59:27

59:27

Michael Block is Chief Investment Officer of Bellmont Securities and Adjunct Industry Professor at the University of Technology Sydney (UTS), where he helped establish the UTS Anchor Fund. The UTS Anchor Fund is a live investment portfolio managed by students to give them hands on experience with managing portfolios. In this episode, we take a look…

1
"Transform Iran" Works and Prays for the Conversion of the Iranian People 35:07

6d ago35:07

35:07

Israel has been strategic in its fight with Iran, targeting its proxies like Hamas, Hezbollah, and the Houthis, before going after the source itself, the Islamic Republic. But there is a spiritual strategic operation underway in Iran as well. It's moving under the radar and may do more to bring down the terrorist regime than any bomb or military ar…

1
Will Housing Prices Drop? 2025 Outlook as Home Inventory Rises 46:26

7d ago46:26

46:26

U.S. home inventory has climbed nearly 20% year-over-year and forecasts now suggest national home prices will either remain flat or see a slight decline over the next year. Today's Stocks & Topics: PDI - PIMCO Dynamic Income Fund, Market Wrap, BN - Brookfield Corp., KPP Newsletter, Will Housing Prices Drop? 2025 Outlook as Home Inventory Rises, HAL…

1
Protect Your Assets & Your Family with an Estate Plan 54:28

7d ago54:28

54:28

Advisors Ford Stokes and Sam Davis talk about planning for your legacy and ensuring your assets are managed according to your wishes. Plus, they share how Active Wealth Management’s advisors use contractually guaranteed income to create lasting solutions for the retirees they serve. -- Schedule Your Free Meeting with a Fiduciary Advisor : www.activ…

1
How US Tariffs on China Boosted Mexican Exports and Employment 45:44

8d ago45:44

45:44

Tariffs on Chinese goods in 2018 and 2019 led to a surge in Mexican exports to the U.S. and created new job opportunities, particularly benefiting traditionally disadvantaged groups in Mexico’s workforce through "trade diversion effects". Today's Stocks & Topics: CNQ - Canadian Natural Resources Ltd., Market Wrap, EFX - Equifax Inc., PLTR - Palanti…

1
How Natural Gas Is Powering the AI Data Center Boom 45:34

9d ago45:34

45:34

With AI and cloud data centers rapidly outpacing the capacity of traditional power grids, alternative solutions-—where data centers generate electricity on-site from natural gas-—are emerging as a fast, reliable, and cost-effective way to meet soaring energy demands. Today's Stocks & Topics: PSIX - Power Solutions International Inc., Market Wrap, C…

1
Dakota Live! Podcast: Inside the Private Markets Playbook with HB Wealth 40:29

10d ago40:29

40:29

Join host Robert Morier and Andrew O’Shea in this insightful episode of the Dakota Live! Podcast as they sit down with Zach Ruchman, Managing Director of Private Investments at HB Wealth, a $26 billion multi-family office and RIA. With a background that spans from global public policy to direct private equity co-investments, Zach shares his journey…

1
Why the Strait of Hormuz Remains a Critical Lifeline for the Global Economy 46:11

10d ago46:11

46:11

The Strait of Hormuz is a vital maritime choke point through which about 20% of the world’s oil and a significant share of liquefied natural gas are shipped daily. Today's Stocks & Topics: EMN - Eastman Chemical Co., How Much Physical Precious Metals Justin Owns?, Why the Strait of Hormuz Remains a Critical Lifeline for the Global Economy, DOW - Do…

1
What is Tokenized Real Estate? 46:10

11d ago46:10

46:10

The property market is set to be revolutionized with "tokenized real estate" because it will enable fractional ownership, increased liquidity, and open up new investment opportunities. Today's Stocks & Topics: MRK - Merck & Co. Inc., Market Wrap, FM - First Quantum Minerals Ltd., Using Ratios to Determine If a Stock Is Overvalued or Undervalued, UB…

1
Attorney Arrested After Opposing Trans Treatments for Kids Speaks Out 37:35

13d ago37:35

37:35

The Supreme Court's decision to affirm Tennessee's ban on socalled "Gender Affirming Care" was a victory for people likeactivist/attorney Lois McLatchie Miller. On June 6, police in Brussels, Belgium arrested her and child protection advocate Chris Elston (aka "Billboard Chris") for peacefully displaying signs promoting the protection of children a…

1
Using Ratios to Determine If a Stock Is Overvalued or Undervalued 46:44

14d ago46:44

46:44

Savvy investors can use key financial ratios to quickly assess whether a stock is overvalued or undervalued-- relative to industry peers and its intrinsic value. Today's Stocks & Topics: PM - Philip Morris International Inc., Market Wrap, ARM - Arm Holdings PLC ADR, Using Ratios to Determine If a Stock Is Overvalued or Undervalued, KO - Coca-Cola C…

1
How to Navigate Social Security Like a Pro (With 2 Registered Analysts!) 54:50

14d ago54:50

54:50

In this special edition of Retirement Results, Ford Stokes is joined by guest co-host Matt McClure—Series 65 licensed advisor and one of just 23 Registered Social Security Analysts (RSSAs) in Georgia. With Sam Davis off on the golf course, Ford and Matt dive deep into optimizing your Social Security claiming strategy, why going it alone can cost yo…

1
Juneteenth - Best of Caller Questions 46:55

15d ago46:55

46:55

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World. Today's Stocks & Topics: Investing Options, Investing Apps, Dentists and Equity Firms, Dollar Cost Averaging, Trading Earnings Reports, Investment Portfolio Percentage, Politicia…

1
Retirees Fear for the Future of Social Security Amid Policy and Economic Uncertainty 45:58

16d ago45:58

45:58

Growing anxiety among retirees over potential Social Security cuts and economic instability is prompting many to scale back spending and reconsider their retirement plans as policymakers debate the program’s future. Today's Stocks & Topics: PRI - Primerica Inc., Market Wrap, IOT - Samsara Inc., APA - APA Corp., Retirees Fear for the Future of Socia…

1
Dakota Live! Podcast: Inside the WK Kellogg Foundation's Investment Strategy with Shanelle Brown 56:30

17d ago56:30

56:30

Join us for an exclusive conversation with Shanelle Brown, Managing Director of Public Equity at the W.K. Kellogg Foundation. With more than a third of the Foundation’s assets under her oversight, Shanelle offers a rare, behind-the-scenes look at how a values-based organization navigates the complexities of global markets while staying grounded in …

1
Mid-Year Stock Market Outlook 46:16

17d ago46:16

46:16

Amid heightened volatility from tariffs, labor market shifts, and fiscal policy changes, investors who want to manage economic challenges are encouraged to focus on diversification and adaptability. Today's Stocks & Topics: AEP - American Electric Power Co. Inc., Market Wrap, AZO - AutoZone Inc., Mid-Year Stock Market Outlook, NANC - Unusual Whales…

1
Trump's Tax Bill Could Raise Taxes on Foreign Companies 46:21

18d ago46:21

46:21

There is the potential for deterring foreign companies from investment in the U.S. due to a provision in Trump’s tax bill that could impose steep new taxes on foreign investors. Today's Stocks & Topics: MTZ - MasTec Inc., MU - Micron Technology Inc., Market Wrap, Trump's Tax Bill Could Raise Taxes on Foreign Companies, NEE - NextEra Energy Inc., NU…

1
Historian Bill Federer Says Month of June is Filled with Patriotism and Faith: Flag Day, Father's Day, and Juneteenth 44:09

20d ago44:09

44:09

The most patriotic day for America is July 4th when we celebrate the country's birthday commemorating the Founding Fathers' signing of the Declaration of Independence in 1776. But the month of June that precedes it is filled with three commemorative days also steeped in faith and patriotism, made possible because of what happened at the Second Cont…

1
Investors Eye Latin America for Wall Street Diversification 45:38

21d ago45:38

45:38

Investors are increasingly looking to Latin America for attractive yields and diversification because the region’s strong currencies and unique economic narratives present new opportunities outside the U.S. market. Today's Stocks & Topics: USB - U.S. Bancorp, Market Wrap, TSM - Taiwan Semiconductor Manufacturing Co. Ltd. ADR, Investors Eye Latin Am…

1
Why Your Income Strategy is the Key to Retirement Success 54:50

21d ago54:50

54:50

Advisors Ford Stokes and Sam Davis discuss the importance of preparing your portfolio for decumulation as you get close to retirement. Plus, did you know that you can ensure your income in retirement is GUARANTEED? -- Schedule Your Free Meeting with a Fiduciary Advisor : www.activewealth.com/plan Listeners Can Call Us at (770) 685-1777 Listen to th…

1
The Bull Case for Stocks Is Growing on Wall Street 46:08

22d ago46:08

46:08

There are increasing expectations of resilient earnings growth and a supportive economic backdrop, so major Wall Street strategists are upgrading their stock market outlooks. Today's Stocks & Topics: ESEA - Euroseas Ltd, Market Wrap, Growth to Value Trade, The Bull Case for Stocks Is Growing on Wall Street, PEP - PepsiCo Inc., FNDF - Schwab Fundame…

1
Which US Stock Sectors Face the Greatest Risk from Tariffs? 45:53

23d ago45:53

45:53

Tariffs pose the most significant threat to consumer cyclical and basic materials sectors—such as retail, vehicles, chemicals, and metals, while sectors like consumer defensive, utilities, and healthcare are expected to weather the impact with limited damage. Today's Stocks & Topics: CEG - Constellation Energy Corp., RIO - Rio Tinto PLC ADR, Market…

1
Dakota Live! Podcast: Empowering Institutional Investors with Callan 40:29

24d ago40:29

40:29

Explore the world of investment consulting with Lauren Mathias, Senior Vice President at Callan, on this episode of the Dakota Live! Podcast. Lauren shares her journey from an analyst to a leader in manager research and due diligence, covering non-U.S. equities and her role as Callan's Diversity, Equity, and Belonging Champion. Gain insights into C…

1
3 Tricky Decisions Every Retirement Plan Must Address 48:05

24d ago48:05

48:05

Retirees must decide how much to withdraw annually, whether to purchase long-term-care insurance, and look into the pros and cons of buying an annuity. Today's Stocks & Topics: GIS - General Mills Inc., Market Wrap, APLD - Applied Digital Corp., 3 Tricky Decisions Every Retirement Plan Must Address, TPH - Tri Pointe Homes Inc., Pros and Cons of Buy…

1
Drop in International Tourism Hits U.S. Economy and Local Jobs 45:52

25d ago45:52

45:52

Tariffs, stricter immigration policies, and a strong dollar have triggered a sharp decline in tourism revenue for the U.S. Today's Stocks & Topics: D - Dominion Energy Inc., Marke Wrap, GWRE - Guidewire Software Inc., NBIS - Nebius Group N.V. Cl A, DOCU - DocuSign Inc., KSA - iShares MSCI Saudi Arabia ETF, Drop in International Tourism Hits U.S. Ec…

1
John Kasich: Faith Institutions Are Key To Powerfully Heal Our Communities 35:07

27d ago35:07

35:07

Former Ohio Governor John Kasich believes the power of faith is not just a tool for personal happiness and fulfillment, but a great resource to help build communities and solve some of our most pressing concerns like poverty, health care, and building strong neighborhoods. Not content to leave civic involvement to government agencies, Kasich, who's…

1
Some Americans Are Shifting their Summer Plans to Avoid Tariff Price Hikes 45:26

28d ago45:26

45:26

Facing rising prices, many Americans are scaling back or changing their summer travel and leisure plans to save money and avoid financial strain. Today's Stocks & Topics: BRKB - Berkshire Hathaway Inc. Cl B, Market Wrap, CUBE – Cube Smart, EXR - Extra Space Storage Inc., PSA - Public Storage, Current Bond Market, Some Americans Are Shifting their S…

1
Improve Your Retirement Plan This Summer! 54:50

28d ago54:50

54:50

Advisors Ford Stokes and Sam Davis share a step-by-step guide to improving your plans for retirement this summer. They also discuss some real-life examples of how they’ve helped their listeners retire successfully. If you are thinking about retirement or even if you are already retired – our team is here to help! -- Schedule Your Free Meeting with …

1
What Homeowners Need to Know Before Borrowing Against Home Equity 45:31

29d ago45:31

45:31

Experts start with advice to carefully compare lenders, and understand the pros and cons of home equity loans and HELOCs before borrowing against their home’s value. Today's Stocks & Topics: JPST - JPMorgan Ultra Short Income ETF, Market Wrap, FLS - Flowserve Corp., What Homeowners Need to Know Before Borrowing Against Home Equity, Investing in Lar…

1
Aviation Takes Off Despite Global Economic Challenges 46:23

1M ago46:23

46:23

The aviation industry is projected to achieve record revenues and higher profits in 2025, fueled by lower jet fuel prices and strong passenger demand. Today's Stocks & Topics: OMC - Omnicom Group Inc., Market Wrap, Aviation Takes Off Despite Global Economic Challenges, TER - Teradyne Inc., Roth I-R-A Withdrawals, FLBR - Franklin FTSE Brazil ETF, Go…

1
Dakota Live! Podcast: Private Credit & the OCIO Mindset with Adam Ladd of Windrose Advisors 26:29

1M ago26:29

26:29

Welcome back to the Dakota Live! Podcast—where insights from top allocators and industry professionals meet the practical tools needed to succeed in asset management. In this episode, we head to Boston to meet with Adam Ladd, Vice President at Windrose Advisors, for a conversation about the art and science of manager due diligence—and why private c…

1
Groceries Now, Pay Later: Shoppers Turn to Loans for Everyday Essentials 46:39

1M ago46:39

46:39

A surge in shoppers using “buy now, pay later” loans for groceries highlights shifting consumer habits and also raises concerns about the growing financial stress facing U.S. households. Today's Stocks & Topics: FZIPX - Fidelity ZERO Extended Market Index Fund, Market Wrap, ISRG - Intuitive Surgical Inc., Groceries Now, Pay Later: Shoppers Turn to …

1
How Often Should You Switch Savings Accounts for 5% Yields? 46:18

1M ago46:18

46:18

Financial experts suggest reviewing your savings rate quarterly and switching accounts once or twice a year to ensure you’re not leaving significant money on the table. Today's Stocks & Topics: ET - Energy Transfer LP, CUBE - CubeSmart, Market Wrap, How Often Should You Switch Savings Accounts for 5% Yields?, BMY - Bristol Myers Squibb Co., AAPL - …

1
Rebecca St. James and Cubbie Fink: The Making of a True Power Couple 34:33

1M ago34:33

34:33

Celebrity marriages come and go... and they do so rather quickly and often. But a true power couple is one where both man and woman, individually, are first devoted to God. So says Grammy Award-winning Christian artist Rebecca St. James and her filmmaker and pop band co-founder Cubbie Fink. Each found success in their careers before they even met, …

1
More Economists Now Predict Home Prices Will Drop in 2025 46:37

1M ago46:37

46:37

As rising inventory and high mortgage rates weigh on the housing market, a growing number of economists expect U.S. home prices to decline this year. Today's Stocks & Topics: AVGO - Broadcom Inc., Market Wrap, REGN - Regeneron Pharmaceuticals Inc., More Economists Now Predict Home Prices Will Drop in 2025, LLY - Eli Lilly & Co., PBF - PBF Energy In…

1
Improve Your Plan & Live Comfortably During Retirement 54:50

1M ago54:50

54:50

On this week's episode, advisors Ford Stokes and Sam Davis discuss different ways you can improve your finances and live more comfortably during retirement – no matter how much you have saved! -- Schedule Your Free Meeting with a Fiduciary Advisor : www.activewealth.com/plan Listeners Can Call Us at (770) 685-1777 Listen to the show every weekend o…

1
Japan Bond Yield Surge Raises Carry Trade Unwind Concerns 45:56

1M ago45:56

45:56

Japan’s government bond yields have surged, sparking fears that investors may unwind carry trades, potentially impacting global financial markets. Today's Stocks & Topics: LECO - Lincoln Electric Holdings Inc., MDT - Medtronic PLC, Market Wrap, Japan Bond Yield Surge Raises Carry Trade Unwind Concerns, Investing in the Country of Morocco, SMH - Van…

1
3 Measures of Risk That Affect Your Portfolio 46:50

1M ago46:50

46:50

Learn how different types of risks—such as interest rate, market, and inflation risk can impact your portfolio— and why understanding them is crucial for making informed investment choices. Today's Stocks & Topics: DVN - Devon Energy Corp., Market Wrap, CAT - Caterpillar Inc., 3 Measures of Risk That Affect Your Portfolio, Bonds, DG - Dollar Genera…

1
Dakota Live! Podcast: Seeding Next-Gen Venture Managers with Main Character Capital 1:02:14

1M ago1:02:14

1:02:14

Join us for an insightful episode of the Dakota Live! Podcast featuring Andrea Lo, Founding and Managing Partner at Main Character Capital. Andrea shares her unique journey across venture capital, fund operations, and blockchain innovation—and how those experiences led her to launch a GP seeding strategy focused on backing the next generation of bo…

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Key Wealth Institute Podcasts

Podcasts Worth a Listen

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