The Independent Advisors

The Independent Advisors Podcast Episode 111: Is the Roth IRA Going Away?

20 Aug 2021

Contributed by Lukas

1. Article in ThinkAdvisor by Melanie Waddell - https://www.thinkadvisor.com/.../house-panel-crafting.../ 2. Tweet from Austin Lieberman - https://...

The Independent Advisors Podcast Episode 110: Guest, Brian Feroldi!

14 Aug 2021

Contributed by Lukas

Twitter Handles: Jessup Wealth Management (@JessupWealth) Mark McEvily (@MarkMcEvily) Matthew Jessup (@matthewcjessup)

The Independent Advisors Podcast Episode 110: Guest, Brian Feroldi!

14 Aug 2021

Contributed by Lukas

Twitter Handles: Jessup Wealth Management (@JessupWealth) Mark McEvily (@MarkMcEvily) Matthew Jessup (@matthewcjessup)

The Independent Advisors Podcast Episode 109: Get to know Matthew Jessup!

06 Aug 2021

Contributed by Lukas

Twitter Handles: Jessup Wealth Management (@JessupWealth) Mark McEvily (@MarkMcEvily) Matthew Jessup (@matthewcjessup)

The Independent Advisors Podcast Episode 109: Get to know Matthew Jessup!

06 Aug 2021

Contributed by Lukas

Twitter Handles: Jessup Wealth Management (@JessupWealth) Mark McEvily (@MarkMcEvily) Matthew Jessup (@matthewcjessup)

The Independent Advisors Podcast Episode 108: How to Prepare for a Lengthy Bull Market

28 Jul 2021

Contributed by Lukas

Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup)...

The Independent Advisors Podcast Episode 108: How to Prepare for a Lengthy Bull Market

28 Jul 2021

Contributed by Lukas

Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup)...

The Independent Advisors Podcast Episode 107: Most Overlooked Tax Breaks for Retirees

16 Jul 2021

Contributed by Lukas

Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup)...

The Independent Advisors Podcast Episode 107: Most Overlooked Tax Breaks for Retirees

16 Jul 2021

Contributed by Lukas

Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup)...

The Independent Advisors Podcast Episode 106: It's normal to feel unprepared for retirement..

13 Jul 2021

Contributed by Lukas

Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup)...

The Independent Advisors Podcast Episode 106: It's normal to feel unprepared for retirement..

13 Jul 2021

Contributed by Lukas

Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup)...

The Independent Advisors Podcast Episode 105: Guide To Income For Early Retirees

08 Jul 2021

Contributed by Lukas

Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup)...

The Independent Advisors Podcast Episode 105: Guide To Income For Early Retirees

08 Jul 2021

Contributed by Lukas

Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup)...

The Independent Advisors Podcast Episode 104: Confidence of the U.S. consumer

01 Jul 2021

Contributed by Lukas

Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjes...

The Independent Advisors Podcast Episode 104: Confidence of the U.S. consumer

01 Jul 2021

Contributed by Lukas

Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup)...

The Independent Advisors Podcast Episode 103: Embrace the peaks and troughs

25 Jun 2021

Contributed by Lukas

Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup)...

The Independent Advisors Podcast Episode 103: Embrace the peaks and troughs

25 Jun 2021

Contributed by Lukas

Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup)...

The Independent Advisors Podcast Episode 102: Retiring at age 65 is not a luxury

17 Jun 2021

Contributed by Lukas

Show notes: 1. Tweet from Bloomberg - https://twitter.com/schuldensuehner/status/… 2. Blog post written by Ben Carlson - https://awealthofcommonse...

The Independent Advisors Podcast Episode 102: Retiring at age 65 is not a luxury

17 Jun 2021

Contributed by Lukas

Show notes: 1. Tweet from Bloomberg - https://twitter.com/schuldensuehner/status/… 2. Blog post written by Ben Carlson - https://awealthofcommonse...

The Independent Advisors Podcast Episode 101: Back to the Basics

10 Jun 2021

Contributed by Lukas

Mark & Matt Discuss the Following on Episode #101: Investing 101 Finance 101 The basics and what you need to know Show notes: 1...

The Independent Advisors Podcast Episode 101: Back to the Basics

10 Jun 2021

Contributed by Lukas

Mark & Matt Discuss the Following on Episode #101: Investing 101 Finance 101 The basics and what you need to know Show notes: 1...

The Independent Advisors Podcast Episode 100: Celebration and surprises!

01 Jun 2021

Contributed by Lukas

  Show Notes: 1. Article from Bloomberg - https://www.bloomberg.com/news/articles/2021-05-24/biden-tax-hikes-are-hitting-resistance-with-no-room-fo...

The Independent Advisors Podcast Episode 100: Celebration and surprises!

01 Jun 2021

Contributed by Lukas

  Show Notes: 1. Article from Bloomberg - https://www.bloomberg.com/news/articles/2021-05-24/biden-tax-hikes-are-hitting-resistance-with-no-room-fo...

The Independent Advisors Podcast Episode 99: The Most Important Rule in Investing

26 May 2021

Contributed by Lukas

Mark & Matt Discuss the Following on Episode #99: Active Investment Manager Exposure to S&P 500 Dividend Growth vs Dividend Value Perform...

The Independent Advisors Podcast Episode 99: The Most Important Rule in Investing

26 May 2021

Contributed by Lukas

Mark & Matt Discuss the Following on Episode #99: Active Investment Manager Exposure to S&P 500 Dividend Growth vs Dividend Value Perform...

The Independent Advisors Podcast Episode 98: Peace of mind can outweigh the price tag

19 May 2021

Contributed by Lukas

Mark & Matt Discuss the Following on Episode #98: What is the VIX? What does in mean when stocks and treasuries are down simultaneously? ...

The Independent Advisors Podcast Episode 98: Peace of mind can outweigh the price tag

19 May 2021

Contributed by Lukas

Mark & Matt Discuss the Following on Episode #98: What is the VIX? What does in mean when stocks and treasuries are down simultaneously? ...

The Independent Advisors Podcast Episode 97: Inflation Estimates

13 May 2021

Contributed by Lukas

Matt & Aaron Discuss the Following on Episode #97: Update on Elective Surgeries Travel Update (i.e. travel booking websites activity) Update ...

The Independent Advisors Podcast Episode 97: Inflation Estimates

13 May 2021

Contributed by Lukas

Matt & Aaron Discuss the Following on Episode #97: Update on Elective Surgeries Travel Update (i.e. travel booking websites activity) Update ...

The Independent Advisors Podcast Episode 96: Patience pays with investing

06 May 2021

Contributed by Lukas

Mark & Matt Discuss the Following on Episode #96: Patience pays with investing Sell in May and go away? Not during post-election years Tax hi...

The Independent Advisors Podcast Episode 96: Patience pays with investing

06 May 2021

Contributed by Lukas

Mark & Matt Discuss the Following on Episode #96: Patience pays with investing Sell in May and go away? Not during post-election years Tax hi...

The Independent Advisors Podcast Episode 95: Featuring Special Guest, Peter Lazaroff!

29 Apr 2021

Contributed by Lukas

Matt & Mark are joined by Peter Lazaroff! Peter is the Chief Investment Officer at Plancorp! He also writes regularly for The Wall Street Journal,...

The Independent Advisors Podcast Episode 95: Featuring Special Guest, Peter Lazaroff!

29 Apr 2021

Contributed by Lukas

Matt & Mark are joined by Peter Lazaroff! Peter is the Chief Investment Officer at Plancorp! He also writes regularly for The Wall Street Journal,...

The Independent Advisors Podcast Episode 94: Top 5 Wealth Killers

22 Apr 2021

Contributed by Lukas

Mark & Aaron Discuss the Following on Episode #94: Q1 Equity Returns Top 5 Wealth Killers Tax Consequences of short term trading More inflat...

The Independent Advisors Podcast Episode 94: Top 5 Wealth Killers

22 Apr 2021

Contributed by Lukas

Mark & Aaron Discuss the Following on Episode #94: Q1 Equity Returns Top 5 Wealth Killers Tax Consequences of short term trading More inflat...

The Independent Advisors Podcast Episode 93: Leadership Change in the Market

15 Apr 2021

Contributed by Lukas

  Mark & Matt Discuss the Following on Episode #93: Leadership change in the market? More on Growth vs Value How the Market has performed f...

The Independent Advisors Podcast Episode 93: Leadership Change in the Market

15 Apr 2021

Contributed by Lukas

  Mark & Matt Discuss the Following on Episode #93: Leadership change in the market? More on Growth vs Value How the Market has performed f...

The Independent Advisors Podcast Episode 92: New Infrastructure Spending Plan, Housing Market update & Investing in your 30's

06 Apr 2021

Contributed by Lukas

Mark & Matt Discuss the Following on Episode #92: Huge Jump in Jobs in March 2021 New Infrastructure Spending Plan US Housing Update Manuf...

The Independent Advisors Podcast Episode 92: New Infrastructure Spending Plan, Housing Market update & Investing in your 30's

06 Apr 2021

Contributed by Lukas

Mark & Matt Discuss the Following on Episode #92: Huge Jump in Jobs in March 2021 New Infrastructure Spending Plan US Housing Update Manuf...

The Independent Advisors Podcast Episode 91: It's all about perspective

01 Apr 2021

Contributed by Lukas

The Independent Advisors Podcast Episode 91: It's all about perspective

01 Apr 2021

Contributed by Lukas

The Independent Advisors Podcast Episode 90: Hedges Against Inflation

25 Mar 2021

Contributed by Lukas

Mark & Matt Discuss the Following on Episode #90: FED Remains Accommodative Hedges Against Inflation Bond Market Update More S&P 500 Pr...

The Independent Advisors Podcast Episode 90: Hedges Against Inflation

25 Mar 2021

Contributed by Lukas

Mark & Matt Discuss the Following on Episode #90: FED Remains Accommodative Hedges Against Inflation Bond Market Update More S&P 500 Pr...

The Independent Advisors Podcast Episode 89: Spikes & Dives : Rates and Stocks

19 Mar 2021

Contributed by Lukas

Mark & Matt Discuss the Following on Episode #89: American Rescue Plan Becomes Law NASDAQ Corrects >10% How has inflation historically imp...

The Independent Advisors Podcast Episode 89: Spikes & Dives : Rates and Stocks

19 Mar 2021

Contributed by Lukas

Mark & Matt Discuss the Following on Episode #89: American Rescue Plan Becomes Law NASDAQ Corrects >10% How has inflation historically imp...

The Independent Advisors Podcast Episode 88: Retirement Accounts- What you need to know for 2021

09 Mar 2021

Contributed by Lukas

Show Notes: 1.Tweet from Michael Goodwell on March 4th: https://twitter.com/MichaelGoo.../status/1367579207530856458 2. Post from Ashby Daniel...

The Independent Advisors Podcast Episode 88: Retirement Accounts- What you need to know for 2021

09 Mar 2021

Contributed by Lukas

Show Notes: 1.Tweet from Michael Goodwell on March 4th: https://twitter.com/MichaelGoo.../status/1367579207530856458 2. Post from Ashby Daniel's...

The Independent Advisors Podcast Episode 87: Interview with, Guest Co-Host, J.C. Parets

04 Mar 2021

Contributed by Lukas

Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup)...

The Independent Advisors Podcast Episode 87: Interview with, Guest Co-Host, J.C. Parets

04 Mar 2021

Contributed by Lukas

Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup)...

The Independent Advisors Podcast Episode 86: Like it or not, we are in an uptrend!

23 Feb 2021

Contributed by Lukas

1. “The Cathie Wood Report” by the Rotation Report [[link]] 2. Tweet from MacroCharts https://twitter.com/MacroCharts/status/1362008897100382212 ...

The Independent Advisors Podcast Episode 86: Like it or not, we are in an uptrend!

23 Feb 2021

Contributed by Lukas

1. “The Cathie Wood Report” by the Rotation Report [[link]] 2. Tweet from MacroCharts https://twitter.com/MacroCharts/status/1362008897100382212 ...

The Independent Advisors Podcast Episode 85: Recovery, Strength & Mistakes

18 Feb 2021

Contributed by Lukas

Show Notes: 1. "The Best Story Wins" by Morgan Housel. [[link]] 2. “The Investment Strategy that Makes Your Life Easier” by Ben Carlson. https...

The Independent Advisors Podcast Episode 85: Recovery, Strength & Mistakes

18 Feb 2021

Contributed by Lukas

Show Notes: 1. "The Best Story Wins" by Morgan Housel. [[link]] 2. “The Investment Strategy that Makes Your Life Easier” by Ben Carlson. https...

The Independent Advisors Podcast Episode 84: Patience is key

11 Feb 2021

Contributed by Lukas

Mark & Matt Discuss the Following on Episode #84: Pull backs, corrections & sell offs are normal in a bull market   Patience is key ...

The Independent Advisors Podcast Episode 84: Patience is key

11 Feb 2021

Contributed by Lukas

Mark & Matt Discuss the Following on Episode #84: Pull backs, corrections & sell offs are normal in a bull market   Patience is key ...

The Independent Advisors Podcast Episode 83: The Short Squeeze Saga

02 Feb 2021

Contributed by Lukas

Mark & Matt Discuss the Following on Episode #83: Our take on the short squeeze saga Update on insider transactions New lows for U.S. Jun...

The Independent Advisors Podcast Episode 83: The Short Squeeze Saga

02 Feb 2021

Contributed by Lukas

Mark & Matt Discuss the Following on Episode #83: Our take on the short squeeze saga Update on insider transactions New lows for U.S. Junk Bo...

The Independent Advisors Podcast Episode 82: Are Markets in a Bubble?

28 Jan 2021

Contributed by Lukas

Mark & Aaron Discuss the Following on Episode #82: Is taxing unrealized gains on the table? How stocks have done under each president, since 1...

The Independent Advisors Podcast Episode 82: Are Markets in a Bubble?

28 Jan 2021

Contributed by Lukas

Mark & Aaron Discuss the Following on Episode #82: Is taxing unrealized gains on the table? How stocks have done under each president, since 1...

The Independent Advisors Podcast Episode 81: A Bullish 2021, Looking for a Sell Off in Stocks, Media Noise and 20 Finance Tips

20 Jan 2021

Contributed by Lukas

Mark & Matt Discuss the Following on Episode #81: Strong start to the year for stocks – historically bullish for the rest of the year Lookin...

The Independent Advisors Podcast Episode 81: A Bullish 2021, Looking for a Sell Off in Stocks, Media Noise and 20 Finance Tips

20 Jan 2021

Contributed by Lukas

Mark & Matt Discuss the Following on Episode #81: Strong start to the year for stocks – historically bullish for the rest of the year Lookin...

The Independent Advisors Podcast Episode 80: Featuring Special Guest, Callum Thomas, founder and managing shareholder of Topdown Charts.

12 Jan 2021

Contributed by Lukas

Matt & Mark interview Callum Thomas- founder and managing shareholder of Topdown Charts. Twitter Accounts: @JessupWealth @MarkMcEvily @ma...

The Independent Advisors Podcast Episode 80: Featuring Special Guest, Callum Thomas, founder and managing shareholder of Topdown Charts.

12 Jan 2021

Contributed by Lukas

Matt & Mark interview Callum Thomas- founder and managing shareholder of Topdown Charts. Twitter Accounts: @JessupWealth @MarkMcEvily @ma...

The Independent Advisors Podcast Episode 79: Stocks Ended 2020 on a Positive Note, Real Estate's Role in Our Economy and Risk's to Your Financial Plans

06 Jan 2021

Contributed by Lukas

  Mark & Matt Discuss the Following on Episode #79: Stocks finish 2020 on a positive note Shopping for homes, from home Markets & Inves...

The Independent Advisors Podcast Episode 79: Stocks Ended 2020 on a Positive Note, Real Estate's Role in Our Economy and Risk's to Your Financial Plans

06 Jan 2021

Contributed by Lukas

  Mark & Matt Discuss the Following on Episode #79: Stocks finish 2020 on a positive note Shopping for homes, from home Markets & Inves...

The Independent Advisors Podcast Episode 78: COVID -19 Stimulus Bill 2.0 – Important Information!

29 Dec 2020

Contributed by Lukas

Matt and Mark Discuss the Following on Episode 78: COVID 19- Stimulus Bill 2.0 Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjess...

The Independent Advisors Podcast Episode 78: COVID -19 Stimulus Bill 2.0 – Important Information!

29 Dec 2020

Contributed by Lukas

Matt and Mark Discuss the Following on Episode 78: COVID 19- Stimulus Bill 2.0 Twitter Accounts: @JessupWealth @MarkMcEvily @matthewcjess...

The Independent Advisors Podcast Episode 77: Burrito Maker Outperforming COVID Vaccine Developer, The Emotional Side of Financial Decisions and Fear & Greed in the Media

22 Dec 2020

Contributed by Lukas

Mark & Matt Discuss the Following on Episode #77:   Federal Reserve Committed to Current Programs Burrito Maker Outperforming COVID Vaccine ...

The Independent Advisors Podcast Episode 77: Burrito Maker Outperforming COVID Vaccine Developer, The Emotional Side of Financial Decisions and Fear & Greed in the Media

22 Dec 2020

Contributed by Lukas

Mark & Matt Discuss the Following on Episode #77:   Federal Reserve Committed to Current Programs Burrito Maker Outperforming COVID Vaccine ...

The Independent Advisors Podcast Episode 76: Matt Pokes the Bear, All-Time Highs and Taking a Serious Look at Inflation

16 Dec 2020

Contributed by Lukas

Mark & Matt Discuss the Following on Episode #76: GDP in 2021 Effects of Central Bank Actions CITI Bold Call on Markets Who would have thoug...

The Independent Advisors Podcast Episode 76: Matt Pokes the Bear, All-Time Highs and Taking a Serious Look at Inflation

16 Dec 2020

Contributed by Lukas

Mark & Matt Discuss the Following on Episode #76: GDP in 2021 Effects of Central Bank Actions CITI Bold Call on Markets Who would have thoug...

The Independent Advisors Podcast Episode 75: Featuring Special Guest Adam Collins from Movement Capital

09 Dec 2020

Contributed by Lukas

Mark & Matt are joined by Adam Collins from Movement Capital on Episode #75: The 60% Stock and 40% Bond Investment Portfolio All time low bond...

The Independent Advisors Podcast Episode 75: Featuring Special Guest Adam Collins from Movement Capital

09 Dec 2020

Contributed by Lukas

Mark & Matt are joined by Adam Collins from Movement Capital on Episode #75: The 60% Stock and 40% Bond Investment Portfolio All time low bond...

The Independent Advisors Podcast Episode 74: A Typically Strong December, Perks of Being Bullish and 3 Stages of Growth for Investors.

02 Dec 2020

Contributed by Lukas

  Matt & Aaron Discuss the Following on Episode #74: Dow 30K Markets Break Out to All Time Highs Investor Sentiment Survey 3 Stages of Gro...

The Independent Advisors Podcast Episode 74: A Typically Strong December, Perks of Being Bullish and 3 Stages of Growth for Investors.

02 Dec 2020

Contributed by Lukas

  Matt & Aaron Discuss the Following on Episode #74: Dow 30K Markets Break Out to All Time Highs Investor Sentiment Survey 3 Stages of Gro...

The Independent Advisors Podcast Episode 73: Guest Co-Host, Aaron Cramer, on Largest Weekly Inflows, Corporate Insiders and Filing Taxes as a Married Couple

24 Nov 2020

Contributed by Lukas

Matt & Aaron Discuss the Following on Episode #73: Largest weekly inflows into stocks going back 20 years Update on corporate insiders…are ...

The Independent Advisors Podcast Episode 73: Guest Co-Host, Aaron Cramer, on Largest Weekly Inflows, Corporate Insiders and Filing Taxes as a Married Couple

24 Nov 2020

Contributed by Lukas

Matt & Aaron Discuss the Following on Episode #73: Largest weekly inflows into stocks going back 20 years Update on corporate insiders…are ...

The Independent Advisors Podcast Episode 72: Special Guest, Jeff Hoagland, Discusses the State of our Economy, here in Dayton, OH.

17 Nov 2020

Contributed by Lukas

  Mark & Matt Discuss the Following on Episode #72: New Proposed Retirement Bill: Securing a Strong Retirement Act of 2020 Almost 50% o...

The Independent Advisors Podcast Episode 72: Special Guest, Jeff Hoagland, Discusses the State of our Economy, here in Dayton, OH.

17 Nov 2020

Contributed by Lukas

  Mark & Matt Discuss the Following on Episode #72: New Proposed Retirement Bill: Securing a Strong Retirement Act of 2020 Almost 50% o...

The Independent Advisors Podcast Episode 71: Gridlock, US Crash Confidence, New Highs for US Markets, 2020 Retirement Statistics

10 Nov 2020

Contributed by Lukas

  Mark & Matt Discuss the Following on Episode #71: Looking More and More like Gridlock The US Crash Confidence Index What Can Investors Co...

The Independent Advisors Podcast Episode 71: Gridlock, US Crash Confidence, New Highs for US Markets, 2020 Retirement Statistics

10 Nov 2020

Contributed by Lukas

  Mark & Matt Discuss the Following on Episode #71: Looking More and More like Gridlock The US Crash Confidence Index What Can Investors Co...

The Independent Advisors Podcast Episode 70: Sell Off's, Economic Recovery and Beware of Bearish "Predictors"

06 Nov 2020

Contributed by Lukas

  Mark & Matt Discuss the Following on Episode #70: Market Sell Off’s are Normal Economic Recovery – Where Do We Stand? Stock Market “...

The Independent Advisors Podcast Episode 70: Sell Off's, Economic Recovery and Beware of Bearish "Predictors"

06 Nov 2020

Contributed by Lukas

  Mark & Matt Discuss the Following on Episode #70: Market Sell Off’s are Normal Economic Recovery – Where Do We Stand? Stock Market “...

The Independent Advisors Podcast Episode 69: Long Term Mindset, New American Entrepreneurship, Digital Currency and Lifestyle Creep

28 Oct 2020

Contributed by Lukas

  Mark & Matt Discuss the Following on Episode #69: New American Entrepreneurship is Booming Long Term Mindset for Long Term Returns The Fe...

The Independent Advisors Podcast Episode 69: Long Term Mindset, New American Entrepreneurship, Digital Currency and Lifestyle Creep

28 Oct 2020

Contributed by Lukas

  Mark & Matt Discuss the Following on Episode #69: New American Entrepreneurship is Booming Long Term Mindset for Long Term Returns The Fe...

The Independent Advisors Podcast Episode 68: Strong Start for Q4, Predicting is HARD, Cash Earning instruments and Estate Planning Mistakes

20 Oct 2020

Contributed by Lukas

  Mark & Matt Discuss the Following on Episode #68: Q3 2020 Earnings Season Kicks Off Predicting is HARD Cash Instruments Earning Virtually...

The Independent Advisors Podcast Episode 68: Strong Start for Q4, Predicting is HARD, Cash Earning instruments and Estate Planning Mistakes

20 Oct 2020

Contributed by Lukas

  Mark & Matt Discuss the Following on Episode #68: Q3 2020 Earnings Season Kicks Off Predicting is HARD Cash Instruments Earning Virtually...

Episode 67: Stimulus Update, Global Growth Figures, Stocks During a 4-Year Presidential Cycle and Medicare Coverage

14 Oct 2020

Contributed by Lukas

  Mark & Matt Discuss the Following on Episode #67: Fiscal Stimulus Update Latest Global Growth Figures How Stocks Perform During a 4-year ...

Episode 67: Stimulus Update, Global Growth Figures, Stocks During a 4-Year Presidential Cycle and Medicare Coverage

14 Oct 2020

Contributed by Lukas

  Mark & Matt Discuss the Following on Episode #67: Fiscal Stimulus Update Latest Global Growth Figures How Stocks Perform During a 4-year ...

Episode 66: Special guest, Aaron Cramer, explains everything you need to look out for when your employer begins open enrollment.

08 Oct 2020

Contributed by Lukas

  Mark & Matt Discuss the Following on Episode #66: • Consumer Confidence Stronger than Expected• Companies Hoarding Cash• Open Enrollm...

Episode 66: Special guest, Aaron Cramer, explains everything you need to look out for when your employer begins open enrollment.

08 Oct 2020

Contributed by Lukas

  Mark & Matt Discuss the Following on Episode #66: • Consumer Confidence Stronger than Expected• Companies Hoarding Cash• Open Enrollm...

Episode 65: Politics and it's Effects on the Market, Seasonally Strong Q4 and Predictions That Have Been Proven Wrong

30 Sep 2020

Contributed by Lukas

  Mark & Matt Discuss the Following on Episode #65: Update on Insider Buying & Selling Heading into a Seasonally Strong Q4 Current Cong...

Episode 65: Politics and it's Effects on the Market, Seasonally Strong Q4 and Predictions That Have Been Proven Wrong

30 Sep 2020

Contributed by Lukas

  Mark & Matt Discuss the Following on Episode #65: Update on Insider Buying & Selling Heading into a Seasonally Strong Q4 Current Cong...

Episode 64: A Rocky September, Social Security Mistakes that Retirees Make and the Behavior and Psychology Involved in Investing

22 Sep 2020

Contributed by Lukas

Mark & Matt Discuss the Following on Episode #64: Stocks Continue Their Rocky September Investing is All About Behavior and Psychology St...

Episode 64: A Rocky September, Social Security Mistakes that Retirees Make and the Behavior and Psychology Involved in Investing

22 Sep 2020

Contributed by Lukas

Mark & Matt Discuss the Following on Episode #64: Stocks Continue Their Rocky September Investing is All About Behavior and Psychology Stoc...

Episode 63: Ecommerce Penetration, Largest Stocks in S&P 500, SPAC and Printing Money

16 Sep 2020

Contributed by Lukas

  Mark & Matt Discuss the Following on Episode #63: Ecommerce Penetration The Largest Stocks in the S&P 500 by Market Cap What is a...

Episode 63: Ecommerce Penetration, Largest Stocks in S&P 500, SPAC and Printing Money

16 Sep 2020

Contributed by Lukas

  Mark & Matt Discuss the Following on Episode #63: Ecommerce Penetration The Largest Stocks in the S&P 500 by Market Cap What is a...

Episode 62: Stocks Sell Off, A Closer Look at the S&P 500 and 5 Phases of Our Financial Lives

10 Sep 2020

Contributed by Lukas

Mark & Matt Discuss the Following on Episode #62: Stocks sell off – largest decline since June The risk free rate of return ...

Episode 62: Stocks Sell Off, A Closer Look at the S&P 500 and 5 Phases of Our Financial Lives

10 Sep 2020

Contributed by Lukas

Mark & Matt Discuss the Following on Episode #62: Stocks sell off – largest decline since June The risk free rate of return ...

Episode 61: A Strong August in the Stock Market, Mistakes Retirees Make, and Accredited Investor Updates

01 Sep 2020

Contributed by Lukas

Mark & Matt Discuss the Following on Episode #61: • Stock Market Marches Higher in August • Accredited Investor Update • 12 Cheapest Ci...