The Independent Advisors
Episodes
Episode 45: Are we over complicating why the market hasn't fallen further?
06 May 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #45: Climbing the wall of worry The disconnect between the stock market and the economy...
Episode 44: Re-Opening, Oil, Money Supply, Roth Conversions
30 Apr 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #44: States begin opening up in phases What is going on with oil? The money supply...
Episode 43: US Financial System, Stocks vs The Economy, Retirement Planning in 2020
16 Apr 2020
Contributed by Lukas
Mark & Matt discuss COVID-19 updates, the relationship between Private Equity and Public Pension Plans, stocks anticipating economic recoverie...
Episode 42: Markets rebound off the lows, Sources of emergency cash, Reviewing relief from the CARES Act.
09 Apr 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #42: Second economic stimulus bill on the way Tracking COVID-19 and how to re-open ...
Episode 41: Markets Rebound, 4 questions investors have & Revisiting your IRA Beneficiaries
01 Apr 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #41: Markets Rebound off of the lows What are the markets watching right now? 4 Questions that i...
Episode 40: The Coronavirus Aid, Relief, and Economic Stimulus Act of 2020 (CARES Act)
31 Mar 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #40: This week, Mark and Matt dig into The Coronavirus Aid, Relief, and Economic Stimulus Act of 2...
Episode 39: Bespoke Investment Founder Paul Hickey Joins Mark & Matt
26 Mar 2020
Contributed by Lukas
Joining us this week is Paul Hickey. Paul is the founder of Bespoke Investment Group and head portfolio manager for Bespoke’s Wealth Management se...
Episode 38: Lower Interest Rates, Gov't Stimulus, Price Dislocations, The price we pay, Time to Re-Fi?
19 Mar 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #38: Fed cuts interest rates in emergency fashion (again) Potential Stimulus Plans fr...
Episode 37: Brad McMillan (CIO of Commonwealth Financial Network) joins Mark & Matt this week to talk markets
12 Mar 2020
Contributed by Lukas
Joining Mark and Matt this week is Brad McMillan. Brad is the Chief Investment Officer and Managing Principal of Commonwealth Financial Network. Brad ...
Episode 36: Volatility Remains, Making Decisions Under Stress, Risk in the Stock Market, Dollar Cost Averaging VS Lump Sum Investing
04 Mar 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #36: State of the Markets after volatile week of trading Making decisions under stres...
Episode 35: Volatile Week for Stocks, Choosing Retirement Accounts, Fear Mongering in the Media, Earnings Growth, Emergency Savings Accounts
28 Feb 2020
Contributed by Lukas
Mark & Matt Discuss the Following on Episode #35: Volatility returns to the stock market Does anyone truly know the reason for ris...
Episode 34: The SECURE Act with Ashby Daniels
20 Feb 2020
Contributed by Lukas
Joining Mark this week is Ashby Daniels. Ashby is a financial advisor in the Pittsburgh area with Shorebridge Wealth Management. He also has his own b...
Episode 33: FAFSA & Financial Aid with Lindsey Griffin
13 Feb 2020
Contributed by Lukas
Mark and Matt have their first guest on the podcast: Lindsey Griffin, who works in the Financial Aid & Admission Office at The University of Da...
Episode 32: Caronavirus dominating headlines, interesting chart on financial predictions, Good Debt & Bad Debt
04 Feb 2020
Contributed by Lukas
Mark & Matt discuss the following on Episode 32: Caronavirus Update National Financial Conditions Index The problem with listenin...
Episode 31: Caronavirus & Past Epidemics, What is wealth? & the skinny on credit scores
28 Jan 2020
Contributed by Lukas
Mark & Matt discuss the following on Episode 31: More on the Caronavirus Past Epidemics: How have the global markets been impacted? Wh...