The Independent Advisors

The Independent Advisors Podcast Episode 343: Volatility does not equal bad.

26 Mar 2026

Contributed by Lukas

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage y...

The Independent Advisors Podcast Episode 343: Humbling Markets

19 Mar 2026

Contributed by Lukas

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage y...

The Independent Advisors Podcast Episode 341: Misguided Markets

12 Mar 2026

Contributed by Lukas

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage y...

The Independent Advisors Podcast Episode 340: Measured Moves: Market Insights Amid Global Tensions

05 Mar 2026

Contributed by Lukas

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage y...

The Independent Advisors Podcast Episode 339: Mark's Solo-sode

19 Feb 2026

Contributed by Lukas

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage y...

The Independent Advisors Podcast Episode 338: It doesn't always make sense.

12 Feb 2026

Contributed by Lukas

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage y...

The Independent Advisors Podcast Episode 337: " This time really is different"

05 Feb 2026

Contributed by Lukas

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage y...

The Independent Advisors Podcast Episode 336: Luxury Travel Agent, Lauren Kroger

29 Jan 2026

Contributed by Lukas

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage y...

The Independent Advisors Podcast Episode 335: Bulls Are Sleeping Good At Night

22 Jan 2026

Contributed by Lukas

Show Notes:If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d ...

The Independent Advisors Podcast Episode 334: Survey Says....

15 Jan 2026

Contributed by Lukas

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage y...

The Independent Advisors Podcast Episode 333: Jessup Wealth Management, 2026 Outlook

08 Jan 2026

Contributed by Lukas

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage y...

The Independent Advisors Podcast Episode 332: 2025, A Year of Surprises

23 Dec 2025

Contributed by Lukas

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage y...

The Independent Advisors Podcast Episode 331: “The best time to buy real estate is always five years ago.”

18 Dec 2025

Contributed by Lukas

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage y...

The Independent Advisors Podcast Episode 330: The High Cost of Sitting Out the Market

11 Dec 2025

Contributed by Lukas

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage y...

The Independent Advisors Podcast Episode 329: The Pivot That Could Ignite a Super-Cycle

04 Dec 2025

Contributed by Lukas

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage y...

The Independent Advisors Podcast Episode 328: Don't come crying to us if you're underallocated to equities...

26 Nov 2025

Contributed by Lukas

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage y...

The Independent Advisors Podcast Episode 327: Strong Earnings, Shaky Sentiment

20 Nov 2025

Contributed by Lukas

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage y...

The Independent Advisors Podcast Episode 326: The JWM Advantage

13 Nov 2025

Contributed by Lukas

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage y...

The Independent Advisors Podcast Episode 325: Booze in the Punch Bowl

06 Nov 2025

Contributed by Lukas

Show Notes:Cash is still pouring into money market funds…https://x.com/MikeZaccardi/status/1984585372366750138S&P 500 Index vs. S&P 500 Equa...

The Independent Advisors Podcast Episode 324: "Wall Street's Playbook"

30 Oct 2025

Contributed by Lukas

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage y...

The Independent Advisors Podcast Episode 323: Buying when it's uncomfortable - Age of a bull market vs it's potential - Is gold dead money - Inflation trickle effect

23 Oct 2025

Contributed by Lukas

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage y...

The Independent Advisors Podcast Episode 322: The market can change on a dime-- that's part of the fun!

16 Oct 2025

Contributed by Lukas

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage y...

The Independent Advisors Podcast Episode 321: All systems go for the bulls

09 Oct 2025

Contributed by Lukas

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage y...

The Independent Advisors Podcast Episode 320: Dayton, OH. The Crossroads of America With Guest, Cory Earl!

02 Oct 2025

Contributed by Lukas

This week we will be joined by Cory Earl, President & Publisher of the Dayton Business Journal. With over a decade of leadership in Dayton’s bus...

The Independent Advisors Podcast Episode 319: Every Yes is a No to something else.

25 Sep 2025

Contributed by Lukas

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage y...

The Independent Advisors Podcast Episode 318: Yesterday’s wisdom, tomorrow’s wealth.

18 Sep 2025

Contributed by Lukas

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage y...

The Independent Advisors Podcast Episode 317: Room to Run

11 Sep 2025

Contributed by Lukas

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage y...

The Independent Advisors Podcast Episode 316: Seasonality in Vogue

04 Sep 2025

Contributed by Lukas

#316 topics:September Historically WeakCurrent market positioning: No significant pullback since April lows, creating potential opportunity for buyers...

The Independent Advisors Podcast Episode 315: Investment fads come and go...

28 Aug 2025

Contributed by Lukas

Post on X from Frank Cappelleri on 8/11 - https://x.com/FrankCappelleri/status/1954978003668078791 Post on X from Jay Kaeppel on 8.15 - https://x.com/...

The Independent Advisors Podcast Episode 314: 'Follow the trend - don't fall in love with the trend.'

21 Aug 2025

Contributed by Lukas

Show Notes:Post on X from Mike Zaccardi on 8.13 - https://x.com/MikeZaccardi/status/1955722314433126899 Post on X from Jay Kaeppel on 8/11 - https://x...

The Independent Advisors Podcast: A friendly bet - Here's how it turned out!

15 Aug 2025

Contributed by Lukas

A few episodes back, Matt and Mark discussed how market forecasts and predictions can mislead investors and harm their mindset. The truth is, no one c...

The Independent Advisors Podcast Episode 313: "This rally is hated, and I love it!"

14 Aug 2025

Contributed by Lukas

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage y...

The Independent Advisors Podcast Episode 312: Gotcha Events

07 Aug 2025

Contributed by Lukas

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage y...

The Independent Advisors Podcast Episode 311: God Bless America

31 Jul 2025

Contributed by Lukas

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage y...

The Independent Advisors Podcast Episode 310: In Case You Didn't Know...

24 Jul 2025

Contributed by Lukas

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage y...

The Independent Advisors Podcast Episode 309: Value Trap... Some stocks are cheap for a reason.

17 Jul 2025

Contributed by Lukas

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage y...

The Independent Advisors Podcast Episode 308: Bullish all over the place.

10 Jul 2025

Contributed by Lukas

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage y...

The Independent Advisors Podcast Episode 307: Opposite Day

02 Jul 2025

Contributed by Lukas

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage y...

The Independent Advisors Podcast Episode 306: Portfolio Summits Panel Discussion Led by Mark McEvily

26 Jun 2025

Contributed by Lukas

Get ready for a special episode as Mark McEvily takes the mic live from a recent investment conference where he led a high-powered panel discussion on...

The Independent Advisors Podcast Episode 305: Bucking The Trend

20 Jun 2025

Contributed by Lukas

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage y...

The Independent Advisors Podcast Episode 304: May Had Bulls Smiling

12 Jun 2025

Contributed by Lukas

Episode Summary:

The Independent Advisors Podcast Episode 303: Market Temperature

06 Jun 2025

Contributed by Lukas

Show Notes

The Independent Advisors Podcast Episode 302: Do More with Less - The Plastics Industry

29 May 2025

Contributed by Lukas

We welcome Jeremy DeBenedictis, President of Alterra, and Ross Eisenberg, President of America’s Plastic Makers at the American Chemistry Council. ...

The Independent Advisors Podcast Episode 301: How is this "New" News

22 May 2025

Contributed by Lukas

Show Notes:Post on X from Subu Trade on 5.13.25 - https://x.com/SubuTrade/status/1922325201313816774 Post on X from Willie Delwiche on 5.13.25 - https...

The Independent Advisors Podcast Episode 300: After Hours and Off Script

15 May 2025

Contributed by Lukas

GIVEAWAY!

The Independent Advisors Podcast Episode 299: Seller's Strike

08 May 2025

Contributed by Lukas

Show Notes:Positive Earnings With a Tariff DivideSource: Charlie Bilello Research from 5/6/25https://bilello.blog/2025/the-week-in-charts-5-6-25?Sour...

The Independent Advisors Podcast Episode 298: Wait and See Mentality

01 May 2025

Contributed by Lukas

Show Notes:X post by @isabelnet_sa on April 25, 2025https://x.com/ISABELNET_SA/status/1915689168627175907Xpost by bespoke investmentshttps://x.com/bes...

The Independent Advisors Podcast - 4.24.25 Rapid Fire Bonus Round

25 Apr 2025

Contributed by Lukas

Get answers quickly:How is the American Consumer?How is the American Dollar?How are US Treasuries?How is the Housing Market?

The Independent Advisors Podcast Episode 297: Policy Uncertainty and Peer Pressure

24 Apr 2025

Contributed by Lukas

Show Notes:Post on X from Mike Zaccardi on 4.12.25 - https://x.com/mikezaccardi/status/1911017859372695708?

The Independent Advisors Podcast Episode 296: Evidence of Risk Appetite with JC Parets!

15 Apr 2025

Contributed by Lukas

Show Notes:Our first episode with JC, recorded on 3.4.2021:https://blubrry.com/the_independent_advisors/74524717/the-independent-advisors-podcast-epis...

The Independent Advisors Podcast Episode 295: Sit On Your Hands If You Can

07 Apr 2025

Contributed by Lukas

Show Notes: https://youtu.be/FZMv4pNqAmo

The Independent Advisors Podcast Episode 294:Hard Data Matters More

03 Apr 2025

Contributed by Lukas

Show Notes:Hard vs Soft Data ExplainedSource: Briefing.com Big Picture 3/28/25https://www.briefing.com/InPlayEq/Commentary/TheBigPicture.htm

The Independent Advisors Podcast Episode 293: The Stock Market is the Scoreboard for Success

27 Mar 2025

Contributed by Lukas

Show Notes:Post on X from Bespoke Investment Research on 3/8/25 - https://x.com/bespokeinvest/status/1898363834022170714?Blog post from Ryan Detrick ...

The Independent Advisors Podcast Episode 292: Overblown Sentiment

20 Mar 2025

Contributed by Lukas

Show Notes:Post on X from Jason Goepfert on 3.17 - https://x.com/jasongoepfert/status/1901733953238634786? Post on X from Ryan Detrick on 3.13 - https...

The Independent Advisors Podcast Episode 291: The Best Buys Hurt A Little

13 Mar 2025

Contributed by Lukas

shownotes:Post on X from Jesse Cohen on 3.6.25 - https://x.com/jessecoheninv/status/1897690462972264951?Post on X from Ryan Detrick on March 5th - htt...

The Independent Advisors Podcast: BONUS Episode

11 Mar 2025

Contributed by Lukas

We know fear is heightened right now. Hold tight to the data, research and what history's patterns tell us. When the stock market rattles you, lean on...

The Independent Advisors Podcast Episode 290: We Love a Wall of Worry Feat. Special Guest, Matt Cerminaro!

06 Mar 2025

Contributed by Lukas

Show Notes: For charts, please visit our YouTube Channelhttps://www.youtube.com/channel/UCISl5dXPZmaP-fmyL3Y25UQ

The Independent Advisors Podcast Episode 289: Looking For Value

27 Feb 2025

Contributed by Lukas

Show Notes: Bloomberg Article on 2/20https://www.bloomberg.com/news/articles/2025-02-20/stock-market-today-dow-s-p-live-updates?cmpid=eveus&utm_me...

The Independent Advisors Podcast Episode 288: Quelling Fears

13 Feb 2025

Contributed by Lukas

Show Notes:Tweet from David Zarling on 2/3/25 https://x.com/AdaptivCharts/status/1886509803528446131/photo/1 Tweet from Evan SS6 on 1.30.25 - https://...

The Independent Advisors Podcast Episode 287: That's Not Bearish, Part: 1000

07 Feb 2025

Contributed by Lukas

Show Notes:Blog Post from Ryan Detrick on 1/31/25 titled “As Goes January, So Goes the Year? The Bulls Hope So.” - https://www.carsongroup.com/in...

The Independent Advisors Podcast Episode 286: Buying the Dip

30 Jan 2025

Contributed by Lukas

Show Notes Social Media:Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagementTwitter: @jessupwealth Instagram: @jessupwealthhttps://www....

The Independent Advisors Podcast Episode 285: Herd Mentality Doesn't Work On Wall Street.

23 Jan 2025

Contributed by Lukas

Show Notes:https://x.com/chamath/status/1873144394100187263?s=12&t=Godkt5FzuqWcmpmvo2G5Jg https://x.com/mikezaccardi/status/1873096140364890515?ht...

The Independent Advisors Podcast Episode 284: Special Guest, Alfonso De Pablos!

16 Jan 2025

Contributed by Lukas

Show Notes:https://www.linkedin.com/in/r%C3%A9gulo-alfonso-depablos-9159821ab@alfchartshttps://www.stockmarkettv.com/alfonsos-daily-note

The Independent Advisors Podcast Episode 283: Beef, Banks and Bears

09 Jan 2025

Contributed by Lukas

Show Notes:Blog post from Adam Turnquist on 1/2/25 titled “Santa Claus Rally in Jeopardy - https://www.lpl.com/research/blog/santa-claus-rally-in-je...

The Independent Advisors Podcast Episode 282: 2025, Where we stand and where we might be headed.

02 Jan 2025

Contributed by Lukas

Tweet from Charlie Bilello on 12.19.24 - https://x.com/charliebilello/status/1869731498439647290?The IRS Is Sending up to $1,400 to One Million People...

The Independent Advisors Podcast Episode 281: Nothing in life is guaranteed

19 Dec 2024

Contributed by Lukas

Show Notes:Tweet from Jason Goepfert on 12.18.24 - https://x.com/jasongoepfert/status/1869490448374649331?Article written on Schaeffer’s Investment ...

The Independent Advisors Podcast Episode 280: Embrace Panic

12 Dec 2024

Contributed by Lukas

Show Notes:https://x.com/nickgerli1/status/1865160521428750756 https://x.com/nickgerli1/status/1865162039842513110 Blog post from Ben Carlson on 11.14...

The Independent Advisors Podcast Episode 279: The tail that wags the dog.

06 Dec 2024

Contributed by Lukas

Show Notes:Blog Post from Ryan Detrick on 11.25.24 titled “What Happens After Back To Back 20% gains?” - https://www.carsongroup.com/insights/blog...

The Independent Advisors Podcast Episode 278: Sky-High Sentiment

21 Nov 2024

Contributed by Lukas

Show Notes:Article from Adam Turnquist, Chief Technical Strategist at LPL on 11/14 titled “The Dollar Reaches a Potential Inflection Point” - http...

The Independent Advisors Podcast Episode 277: Risk On, Game On! Stocks are strong awaiting the new administration.

14 Nov 2024

Contributed by Lukas

Show Notes:Article from the WSJ on 11/11 titled “Does Warren Buffett know Something That We Don’t” - https://www.wsj.com/finance/investing/does-...

The Independent Advisors Podcast Episode 276: Post Election Market Trends with Seth Golden

07 Nov 2024

Contributed by Lukas

Show Notes:

The Independent Advisors Podcast Episode 275: 2025 IRS Inflation Adjustments

31 Oct 2024

Contributed by Lukas

Show Notes:2024 vs 2025 Tax Brackets: Married Filing Jointlyhttps://www.nerdwallet.com/article/taxes/federal-income-tax-brackets

The Independent Advisors Podcast Episode 274: U.S. Stocks and Economy Reigns

24 Oct 2024

Contributed by Lukas

Show Notes:https://x.com/SJD10304/status/1846302979147944358?https://www.carsongroup.com/insights/blog/why-there-could-be-years-left-to-this-bull-mark...

The Independent Advisors Podcast Episode 273: All Things Medicare & Updates Coming in 2025

17 Oct 2024

Contributed by Lukas

This week, we welcomed a special guest, Chad Hooper. Chad is the owner and founder of Medicare4U LLC.

The Independent Advisors Podcast Episode 272: The Internal Battle Is Your Portfolio's Greatest Enemy

10 Oct 2024

Contributed by Lukas

Show Notes:https://www.carsongroup.com/insights/blog/six-things-to-know-about-rate-cuts/?https://www.newsweek.com/florida-biggest-insurer-increase-rat...

The Independent Advisors Podcast Episode 271: There's No Playbook for Markets

04 Oct 2024

Contributed by Lukas

Tweet from Compounding Quality on 8.28.24 - https://x.com/qcompounding/status/1828734560659497205?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Tweet from Seth Go...

The Independent Advisors Podcast Episode 270: The Monster Under the Bed Isn't Real.... with Ryan Detrick, CMT

18 Sep 2024

Contributed by Lukas

Show Notes:Outlook for stocks after Fed rate cut: historically positivePossibility of election year seasonal weaknessNo recession expected; mid-cyc...

The Independent Advisors Podcast Episode 269: Weakness as Expected for September

12 Sep 2024

Contributed by Lukas

#269 Topics:

The Independent Advisors Podcast Episode 268: Be Mindful

05 Sep 2024

Contributed by Lukas

Show Notes:

The Independent Advisors Podcast Episode 267: Don't Be Surprised, But Don't Try To Time The Market Either.

27 Aug 2024

Contributed by Lukas

Show Notes:X Post by Kevin Gordon, Senior Investment Strategist at Charles Schwabhttps://x.com/KevRGordon/status/1828042176057811051X Post from Liz...

The Independent Advisors Podcast Episode 266: The Goldilocks Outcome

22 Aug 2024

Contributed by Lukas

Show Notes:Twitter: @MikeZaccardiLinkedIn: @Mike Z.

The Independent Advisors Podcast Episode 265: Selling Your Winners Too Soon

15 Aug 2024

Contributed by Lukas

Show Notes:Blog post from Joe Fahmy titled “Why Sentiment Changes So Quickly - https://joefahmy.com/2024/08/07/why-sentiment-changes-so-quickly?Twee...

The Independent Advisors Podcast Episode 264: The Elephant in the Room

08 Aug 2024

Contributed by Lukas

Show Notes:Tweet from Ryan Detrick on 8.2.24 - https://x.com/RyanDetrick/status/1819476646589878465?utm_campaign=Daily+Chart+Report+%F0%9F%93%88+Frida...

The Independent Advisors Podcast Episode 263: The Psyche of the American Investor

01 Aug 2024

Contributed by Lukas

Show Notes:https://www.ssa.gov/news/press/releases/2024/#7-2024-1 https://www.optimisticallie.com/p/rate-cuts-are-coming?https://x.com/granthawkridge/...

The Independent Advisors Podcast Episode 262: Tug of War - Feat. Rotation

25 Jul 2024

Contributed by Lukas

Show Notes:X post by Kitces – link to an article on his site 7/24/2024 https://www.kitces.com/blog/secure-act-2-0-irs-regulations-rmd-required-minim...

The Independent Advisors Podcast Episode 261: History is a Guide Not a Map

18 Jul 2024

Contributed by Lukas

Show Notes• Barchart - Potential Federal Reserve rate cut sometime in 2nd half of 2024• Global Markets Investor - Recession in the future?• Ben ...

The Independent Advisors Podcast Episode 260: The Bold and The Oblivious

11 Jul 2024

Contributed by Lukas

Tweet from Ryan Detrick on 6.28.24 - https://x.com/RyanDetrick/status/1806751672347095443?Article by Emily Flitter at the NYT with commentary from Kit...

The Independent Advisors Podcast Episode 259: Narrow Leadership

02 Jul 2024

Contributed by Lukas

Show Notes:Tweet from Ryan Detrick - https://x.com/RyanDetrick/status/1798762012933231097?Blog post by Ben Carlson titled “Roger Federer vs. The Sto...

The Independent Advisors Podcast Episode 258: Diamond Hands

27 Jun 2024

Contributed by Lukas

Show Notes:Article from Carl Swenlin on Stockcharts.com titled “Deja Dot.com Disaster?” on 6.20.24 - https://stockcharts.com/articles/decisionpoin...

The Independent Advisors Podcast Episode 257: The Market Has Bad "Breadth'

20 Jun 2024

Contributed by Lukas

Show Notes:Tweet from David Cox, CMT, CFA on 6.14.24 - https://x.com/DavidCoxRJ/status/1801606503608013123? Article from Allan Roth on Advisor Perspec...

The Independent Advisors Podcast Episode 256: Portfolio Summits: A Panel of Experts

13 Jun 2024

Contributed by Lukas

For more on Portfolio Summits Visit: https://www.linkedin.com/company/portfolio-summits/

The Independent Advisors Podcast Episode 255: Optimism, Euphoria, and Potential of AI

07 Jun 2024

Contributed by Lukas

Show Notes:Bloomberg article – Goldman Sees ‘Wall of Money’ Fueling Stock Market’s Summer Partyhttps://www.bloomberg.com/news/articles/2024-06...

The Independent Advisors Podcast Episode 254: Steady In Weathering Storms

30 May 2024

Contributed by Lukas

Show Notes:https://x.com/morganhousel/status/1793613842792247688?https://x.com/RyanDetrick/status/1792587665507852436?https://x.com/SJD10304/status/17...

The Independent Advisors Podcast Episode 253: Buying At All-Time Highs

23 May 2024

Contributed by Lukas

The Resilience of the U.S. Economyhttps://twitter.com/charliebilello/status/1793389802835865887The Last of the Bears among Wall Street Strategisthttps...

The Independent Advisors Podcast Episode 252: Get Comfortable with Things Not Always Making Sense.

16 May 2024

Contributed by Lukas

Show Notes:https://www.carsongroup.com/.../six-reasons-this-bull.../?https://awealthofcommonsense.com/.../the-new-normal-in.../https://twitter.com/Tre...

The Independent Advisors Podcast Episode 251: Sizing Up Opportunity and Risk

09 May 2024

Contributed by Lukas

Show Notes:https://twitter.com/charliebil.../status/1785442300186763671?https://www.wsj.com/.../housing-affordability-taxes...https://www.wsj.com/.../...

The Independent Advisors Podcast Episode 250: Finding The Story Behind The Numbers with Special Guest, Callie Cox!

02 May 2024

Contributed by Lukas

Show Notes:The Independent Advisors podcast welcomed market strategist Callie Cox to discuss year-to-date market performance and her background in fin...

The Independent Advisors Podcast Episode 249: Pain in the gains.

25 Apr 2024

Contributed by Lukas

Show Notes:• Blog post from Ryan Detrick “Volatility is the Toll We Pay to Invest”• Article by Melanie Waddell of Think Advisor “T+1 starts ...

The Independent Advisors Podcast Episode 248: April Showers Bring...

18 Apr 2024

Contributed by Lukas

Show Notes:https://twitter.com/AndrewThrasher/status/1778057693908910553?https://www.cnbc.com/2023/11/14/these-behavioral-traits-lead-to-greater-retir...

The Independent Advisors Podcast Episode 247: Health and Happiness After Retirement

12 Apr 2024

Contributed by Lukas

Show Notes:https://twitter.com/charliebilello/status/1776007989863817612?https://twitter.com/TimmerFidelity/status/1775158918307512762?https://www.thi...