Podcasts
3rd Quarter 2023 Market Review & Outlook
Published: Oct. 27, 2023, 1 p.m.Duration: 39 minutes 23 seconds
Listed in: Business
Cross Border Wealth Creates Unique Opportunities & Challenges
Published: July 27, 2023, 3 p.m.Duration: 23 minutes 4 seconds
Listed in: Business
1st Half 2023 Market Review
Published: July 27, 2023, 3 p.m.Duration: 46 minutes 52 seconds
Listed in: Business
Interest rates, banking crisis, and debt ceilings..oh my
Published: May 16, 2023, 11 a.m.Duration: 35 minutes 58 seconds
Listed in: Business
1st Quarter 2023 Review
Published: May 2, 2023, 2 p.m.Duration: 41 minutes 50 seconds
Listed in: Business
Tax Planning With Retirement Accounts and The SECURE Act
Published: April 5, 2023, 2 p.m.Duration: 23 minutes 36 seconds
Listed in: Business
Residential Real Estate Takes Center Stage
Published: March 8, 2023, 11 a.m.Duration: 25 minutes 52 seconds
Listed in: Business
Is Traditional Asset Allocation Dead?
Published: Jan. 20, 2023, 9 p.m.Duration: 21 minutes 44 seconds
Listed in: Business
Financial and Cyber Security In the Modern World
Published: Oct. 20, 2022, 7 p.m.Duration: 23 minutes 29 seconds
Listed in: Business
3rd Quarter Market Review
Published: Oct. 18, 2022, 3 p.m.Duration: 43 minutes 37 seconds
Listed in: Business
Navigating Overseas Investment Opportunities
Published: Sept. 8, 2022, 5 p.m.Duration: 30 minutes 23 seconds
Listed in: Business
2022 First Half Review
Published: Aug. 2, 2022, 2 p.m.Duration: 47 minutes 24 seconds
Listed in: Business
Private Wealth Intersects With Family Engagement
Published: July 5, 2022, 7 p.m.Duration: 26 minutes 28 seconds
Listed in: Business
Markets Back in Crisis Mode
Published: May 31, 2022, 3 p.m.Duration: 23 minutes 3 seconds
Listed in: Business
ESG Investing Is All The Rage
Published: May 26, 2022, 1 p.m.Duration: 20 minutes 38 seconds
Listed in: Business
2022 First Quarter Review
Published: April 26, 2022, 1 a.m.Duration: 52 minutes 55 seconds
Listed in: Business
The Digital World
Published: March 29, 2022, 5 p.m.Duration: 28 minutes 55 seconds
Listed in: Business
The Bond Market In Focus
Published: Feb. 16, 2022, 11 p.m.Duration: 21 minutes 20 seconds
Listed in: Business
2021 Review, Recent Market Volatility, and The Outlook For 2022
Published: Jan. 25, 2022, 4 p.m.Duration: 44 minutes 13 seconds
Listed in: Business
Keeping Up With The Art Market
Published: Dec. 15, 2021, 9 p.m.Duration: 34 minutes 18 seconds
Listed in: Business
Where Do We Go From Here?
Published: Nov. 30, 2021, 2 a.m.Duration: 27 minutes 9 seconds
Listed in: Business
Inflation, Inflation, & Inflation
Published: Oct. 26, 2021, noonDuration: 26 minutes 15 seconds
Listed in: Business
3rd Quarter Review and Outlook Going Forward
Published: Oct. 18, 2021, 7 p.m.Duration: 41 minutes 12 seconds
Listed in: Business
Back to School: Finance 201
Published: Sept. 29, 2021, noonDuration: 25 minutes 14 seconds
Listed in: Business
Working Together During Covid & Behind Marc to Markets
Published: Aug. 26, 2021, 11 a.m.Duration: 15 minutes 48 seconds
Listed in: Business
Medical & Dental Practices Are Consolidating Like Never Before
Published: July 22, 2021, 11 a.m.Duration: 26 minutes 10 seconds
Listed in: Business
2021 1st Half Review and Outlook for Remainder of Year
Published: July 15, 2021, 9 p.m.Duration: 40 minutes 27 seconds
Listed in: Business
The Biden Tax Plan Explained
Published: June 14, 2021, 4 p.m.Duration: 29 minutes 23 seconds
Listed in: Business
Succession Planning and Preparing to Sell a Business
Published: May 6, 2021, 4 p.m.Duration: 48 minutes 41 seconds
Listed in: Business
1st Quarter 2021 Review and the Path Forward
Published: April 21, 2021, 11 a.m.Duration: 47 minutes 44 seconds
Listed in: Business
Managing Your Cash Conundrum
Published: March 24, 2021, noonDuration: 24 minutes 57 seconds
Listed in: Business
March Madness Returns: Winning Your Bracket
Published: March 16, 2021, 2 p.m.Duration: 37 minutes 54 seconds
Listed in: Business
Today's Top Market Stories: Inflation, Growth, GameStop & Bitcoin
Published: Feb. 23, 2021, noonDuration: 29 minutes 41 seconds
Listed in: Business
Real Estate Before, During, and After Covid
Published: Feb. 5, 2021, 3 a.m.Duration: 48 minutes 7 seconds
Listed in: Business
2021 Outlook and 2020 Year In Review
Published: Jan. 27, 2021, 1 p.m.Duration: 39 minutes 55 seconds
Listed in: Business
Outdoor Dining During Covid: Innovation Amidst Disruption
Published: Dec. 4, 2020, midnightDuration: 23 minutes 31 seconds
Listed in: Business
Post Election & Year-End Tax Planning
Published: Nov. 18, 2020, 4 p.m.Duration: 21 minutes 4 seconds
Listed in: Business
Market Outlook and the Planning For the U.S. Election
Published: Oct. 14, 2020, 1 p.m.Duration: 34 minutes 41 seconds
Listed in: Business
Here Today, Gone Tomorrow: Corporate Bankruptcy During Covid-19
Published: Sept. 28, 2020, 9 p.m.Duration: 38 minutes 26 seconds
Listed in: Business
Top Trending Investment Questions Answered
Published: Aug. 27, 2020, 9 p.m.Duration: 47 minutes 36 seconds
Listed in: Business
Back to (Virtual) Business
Published: July 30, 2020, 2 p.m.Duration: 30 minutes 57 seconds
Listed in: Business
Covid-19's Impact on Hospitals and Healthcare
Published: July 2, 2020, 8 p.m.Duration: 18 minutes 42 seconds
Listed in: Business
Covid-19: Market & Economic Update - June 2020
Published: June 15, 2020, 8 p.m.Duration: 39 minutes 47 seconds
Listed in: Business
Covid-19s Impact on the Restaurant Industry
Published: May 28, 2020, 8 p.m.Duration: 26 minutes 13 seconds
Listed in: Business
Covid-19 Update and A Look Inside The Fed
Published: May 19, 2020, 9 p.m.Duration: 35 minutes 57 seconds
Listed in: Business
Planning & Investment Opportunities In A Bear Market
Published: April 27, 2020, 8 p.m.Duration: 44 minutes 57 seconds
Listed in: Business
Covid-19s Impact on the Sports World
Published: April 22, 2020, 7 p.m.Duration: 27 minutes 16 seconds
Listed in: Business
Covid 19: Q1 Review & The Path Forward
Published: April 22, 2020, 7 p.m.Duration: 42 minutes 47 seconds
Listed in: Business
Covid-19 Update 2 & Planning in Bear Markets
Published: April 1, 2020, 1 p.m.Duration: 28 minutes 43 seconds
Listed in: Business
Covid-19 & Market Turmoil
Published: March 24, 2020, 9 p.m.Duration: 31 minutes 27 seconds
Listed in: Business
Politics, Economics & The Coronavirus
Published: March 9, 2020, 7 p.m.Duration: 23 minutes 59 seconds
Listed in: Business
Cancer: Treatment Today, Cutting Edge Innovation, and The Investment Opportunity
Published: Feb. 13, 2020, 2 p.m.Duration: 1 hour 4 minutes 51 seconds
Listed in: Business
Reflections on 2019 & Outlook for 2020
Published: Jan. 7, 2020, 8 p.m.Duration: 19 minutes 2 seconds
Listed in: Business
Modeling Your Financial Future
Published: Nov. 1, 2019, 1 p.m.Duration: 20 minutes 23 seconds
Listed in: Business
The Rise Of Artificial Intelligence
Published: Oct. 8, 2019, 5 p.m.Duration: 32 minutes 37 seconds
Listed in: Business
Back To School: Finance 101
Published: Sept. 3, 2019, 10 a.m.Duration: 22 minutes 34 seconds
Listed in: Business
The Business & Culture of Youth Sports
Published: Aug. 19, 2019, midnightDuration: 27 minutes 13 seconds
Listed in: Business
The Markets At Mid-Year
Published: July 8, 2019, 11 a.m.Duration: 20 minutes 34 seconds
Listed in: Business
Everything You Want to Know About Cannabis But Are Afraid To Ask
Published: May 31, 2019, 11 a.m.Duration: 54 minutes 56 seconds
Listed in: Business
Replay of Book Lunch: The History of the Deli
Published: May 13, 2019, 5 p.m.Duration: 39 minutes 52 seconds
Listed in: Business
Bonds In A Low Interest Rate World
Published: April 18, 2019, 1 a.m.Duration: 25 minutes 3 seconds
Listed in: Business
March Madness is Here: Fill Out Your Brackets and Win Your Pool
Published: March 19, 2019, 4 a.m.Duration: 31 minutes 17 seconds
Listed in: Business
Inside Philanthropy
Published: March 4, 2019, 5 a.m.Duration: 41 minutes 16 seconds
Listed in: Business
Understanding Millennials
Published: Feb. 1, 2019, 4 p.m.Duration: 34 minutes 13 seconds
Listed in: Business
Reflections on 2018 & Outlook for 2019
Published: Jan. 3, 2019, 9 p.m.Duration: 25 minutes 23 seconds
Listed in: Business
Where Have All The Traders Gone? Computer Trading Takes Over Wall Street
Published: Dec. 5, 2018, 5 p.m.Duration: 27 minutes 8 seconds
Listed in: Business
The October Correction: What It Tells Us About The Market and How To Manage Portfolios
Published: Nov. 5, 2018, 5 a.m.Duration: 28 minutes 19 seconds
Listed in: Business
How to Protect Yourself and Your Money If and When Bad Things Happen
Published: Oct. 8, 2018, 4 a.m.Duration: 23 minutes 8 seconds
Listed in: Business
Sustainable Investing: You have heard of it, now learn about it.
Published: Sept. 17, 2018, 4 a.m.Duration: 18 minutes 53 seconds
Listed in: Business
Why Being Good at Investing Isn't Part Of Human Nature
Published: Aug. 9, 2018, 4 a.m.Duration: 23 minutes 24 seconds
Listed in: Business
China: Ghost Cities or Global Growth Leader
Published: July 9, 2018, 4 a.m.Duration: 27 minutes 39 seconds
Listed in: Business
The Amazon Effect
Published: May 30, 2018, 4 a.m.Duration: 36 minutes 17 seconds
Listed in: Business
Bitcoin, Blockchain, and Cryptocurrency: Fad or the Future?
Published: April 25, 2018, 4 a.m.Duration: 32 minutes 44 seconds
Listed in: Business
A Roundtable On Residential Real Estate
Published: Feb. 1, 2018, 5 a.m.Duration: 27 minutes 11 seconds
Listed in: Business
A Discussion on Financial Security
Published: Oct. 12, 2017, 4 a.m.Duration: 24 minutes 19 seconds
Listed in: Business
A View From the C-Suite
Published: July 11, 2017, 4 a.m.Duration: 25 minutes 53 seconds
Listed in: Business
Trumpcare and Obamacare, the Truth Behind the Headlines
Published: May 23, 2017, 4 a.m.Duration: 18 minutes 47 seconds
Listed in: Business
The Trump Tax Plan: What It Is and What To Do
Published: May 23, 2017, 4 a.m.Duration: 12 minutes 23 seconds
Listed in: Business
2017 Outlook For The Capital Markets
Published: March 6, 2017, 5 a.m.Duration: 31 minutes 10 seconds
Listed in: Business
The Municipal Bond Market Now
Published: Oct. 20, 2016, 4 a.m.Duration: 23 minutes 56 seconds
Listed in: Business
Can The Stock Market Keep Going Up?
Published: July 12, 2016, 4 a.m.Duration: 25 minutes 38 seconds
Listed in: Business
The US Oil and Energy Market: An Overlooked Opportunity?
Published: April 12, 2016, 4 a.m.Duration: 26 minutes 46 seconds
Listed in: Business
Economic Outlook 2016 and Best Planning Strategies For The Year Ahead
Published: Feb. 25, 2016, 5 a.m.Duration: 21 minutes 52 seconds
Listed in: Business