Wealth Management - Financial Growth And Money Tips With Hunter Lowry

Is the 60/40 Dead?

17 Jan 2023

Contributed by Lukas

With both bonds and stocks being down together in 2022, should you change your diversification approach?

4 Tips For Winning In 2023

04 Jan 2023

Contributed by Lukas

2023 is here! The big questions is, how do I set myself up to be successful this year?

Do I Need An Advisor? No!

01 Dec 2022

Contributed by Lukas

I can get 7% on my own, I don’t need an advisor!

4 Ways To Handle Market Volatility

15 Nov 2022

Contributed by Lukas

Volatility is not always negative! Even big up days can trigger emotional trading.

Are You Losing Money Safely?

15 Nov 2022

Contributed by Lukas

You might not believe it is possible to safely lose money. Realistically, it happens more than you think!

If You Were Not Invested Today, I Am Sorry!

10 Nov 2022

Contributed by Lukas

We cannot time the market, and today was proof of that.

Roth Vs. Non Retirement Accounts. Part II

10 Nov 2022

Contributed by Lukas

Roth Vs. Non Retirement Accounts. I Don’t Want My Money Locked Away In A Roth!

09 Nov 2022

Contributed by Lukas

Non retirement accounts vs. Roth IRAs are always a hot topic of discussion. How do each fit into your financial game plan?

Plant The Seeds And You Will Enjoy The Harvest!

08 Nov 2022

Contributed by Lukas

To win with your finances you have to plant the seeds and be patient. Then you can enjoy the harvest!

Midterm Elections Are Here. Are You Ready?

07 Nov 2022

Contributed by Lukas

How are the midterm elections going to affect your portfolio?

Building Wealth Live

04 Nov 2022

Contributed by Lukas

I just attended Building Wealth Live with Ramsey Solutions. Here is what I took away!

Put Smart On Auto!

02 Nov 2022

Contributed by Lukas

If you can automate smart things in your life, your future self with thank you!

How Often Is The Market Up?

01 Nov 2022

Contributed by Lukas

I took a dive back in time to see how often the market was up on multiple different time frames. The results may be helpful to keep you invested for ...

4 Ways To Handle A Down Market

26 Oct 2022

Contributed by Lukas

It is easy as humans to fear losing more then we enjoy winning. Here is how we can combat that emotion and handle this volatile market!

A Birthday Podcast! The Last Year In Review

20 Sep 2022

Contributed by Lukas

A year goes by quickly. We can either plant the seeds today that we need for our growth or wait until next year and wish we did!

I Got A Hole In One!

15 Sep 2022

Contributed by Lukas

My first hole in one came in the least expected way. A golf round can change quickly, just like the market!

Fire Season Is Back

13 Sep 2022

Contributed by Lukas

It is easy to think that bad things only happen to other people. These close fires are a reminder to make sure the important things are taken care of...

Lessons From My Dog Passing

23 Aug 2022

Contributed by Lukas

My favorite border collie passed away this weekend. There are always silver linings!

Commit and Take Action!

19 Aug 2022

Contributed by Lukas

The worst thing that happens to investors is paralysis of analysis.

Financial Advisors Don’t Want You To Know This?

04 Aug 2022

Contributed by Lukas

Back into the TicTok videos! Supposedly there is a big secret that financial advisors do not want you to know….

What Is Scarier Than A Bear Market? Missing The Upswing.

02 Aug 2022

Contributed by Lukas

It is all about time in the market not timing the market. These things happen fast!

I Got A Tik Tok!

19 Jul 2022

Contributed by Lukas

There is A LOT of financial advice on the internet. Unfortunately not all of it should be taken seriously!

What Makes Clients Most Successful

14 Jul 2022

Contributed by Lukas

There is a reason some people become more fulfilled financially. I hear different stories every day and here is what I have found is the recipe for s...

Should You Run From The Bull?

06 Jul 2022

Contributed by Lukas

The S&P is down about 20% year to date. Is it time to run?

Sometimes It Is Best To Layup

09 Jun 2022

Contributed by Lukas

Going for the risky shot isn’t always the best option. You have to be more versatile!

My Jury Duty Experience

26 May 2022

Contributed by Lukas

There are common themes between jury duty and investing. Control what you can control!

What To Do In A Down Market

12 May 2022

Contributed by Lukas

Panic, sell, hide!? What are the right moves to take in this down market?

Not Every $ Is For Building Wealth!

20 Apr 2022

Contributed by Lukas

Every part of your financial plan has a role. Once you know them it is easy, just let them play!

Important Items For Tax Day

19 Apr 2022

Contributed by Lukas

April 18th, the tax deadline. Here are some tips for tax strategies within your investments! Or a cure to insomnia, either way!

30 Reasons Why NOT To Invest

30 Mar 2022

Contributed by Lukas

It is a spooky time in the market….. Here are 30 reasons why you should not invest!

March Madness!

24 Mar 2022

Contributed by Lukas

University of Arizona is in the thick of March Madness. How can you set your lineup to make it past the Sweet 16?

I Caught A Monster Fish!

22 Mar 2022

Contributed by Lukas

Fishing and market patience. There is always a metaphor that relates back to investing!

The Best Way To Win With Investing Is BORING

10 Mar 2022

Contributed by Lukas

During volatile times the best way to be successful is to have a boring game plan!

Keep The Big Picture In Mind

21 Feb 2022

Contributed by Lukas

It is so easy to get caught up in the daily market movement. Stick with your financial plan!

The Magic Wheel Of Fortune

03 Feb 2022

Contributed by Lukas

It is not about how much money you make, it’s about how much you keep!

The Tower Of Terror

25 Jan 2022

Contributed by Lukas

Imagine riding the tower of terror where there was a hole in the floor… Is that what this market is like?

The Fed….The Fed….The Fed….

20 Jan 2022

Contributed by Lukas

The red sea is here! Why are the markets tanking and what should we expect going forward?

New Year, Same Market?

05 Jan 2022

Contributed by Lukas

With 2022 now underway the million dollar question pops up. What is the market going to do this year!?

How To Maximize Your 401k

24 Nov 2021

Contributed by Lukas

Tune in to get some tips on how to best maximize your 401k looking from both the employee and employer perspective.

The Power Of Expectation

09 Nov 2021

Contributed by Lukas

High expectations usually lead to high excitement or high disappointment. It is the same for the stock market!

The Sharp Corner

02 Nov 2021

Contributed by Lukas

The sharp corner on my road has created a bias in my driving decisions. How many past experiences have shaped the way you make investment decisions?

How To Alleviate Fear In Investing

13 Oct 2021

Contributed by Lukas

Fear and greed are the two things that drive our investing decisions. Don’t let one or the other take over!

What Does It Mean For The Fed To Taper?

11 Oct 2021

Contributed by Lukas

Fed Tapering? What is it, why is it happening, and what is the potential market consequence?

I Sold My Home! How Should I Invest The Proceeds?

05 Oct 2021

Contributed by Lukas

With the red hot housing market, a lot of money is in motion. Make sure you handle these funds appropriately!

Can The US Actually Default?

04 Oct 2021

Contributed by Lukas

What happens if we don’t see the debt ceiling rise? Could we face the first default in the history of the US?

How To Take Control Of Your Money

30 Sep 2021

Contributed by Lukas

Your state - your actions - your results!

How Do Changes In Interest Rates Affect Corporate Profits

28 Sep 2021

Contributed by Lukas

Today we saw a change in interest rates and a big market decline. What is the correlation between these two things?

Avoiding Murphy

22 Sep 2021

Contributed by Lukas

Why shouldn’t I take on debt at a low interest rate and invest the money to cover the interest payment?

S&P To Hit 5,000 By Year End?

09 Sep 2021

Contributed by Lukas

Can the S&P 500 really hit 5,000 by the end of the year? Or are we going to see a correction?

The Chuck E. Cheese Illusion

02 Sep 2021

Contributed by Lukas

The noises, the flashing lights and the tickets don’t get you the best prize.

Planning For The Descent

01 Sep 2021

Contributed by Lukas

Moving a piano or planning for retirement. Same concept!

Fly Fishing In Montana

26 Aug 2021

Contributed by Lukas

The fly fishing trip happened to have some hidden investing strategies. Imagine that!

I Wanted A New Bass Boat!

20 Aug 2021

Contributed by Lukas

It is so easy to fall into the trap of overloading on consumer debt. Here is why…

Playing To Par With Your Finances

05 Aug 2021

Contributed by Lukas

Having a successful financial life does not require a secret formula. Just focus on the next shot in front of you.

How I Can Help You Create Wealth

23 Jul 2021

Contributed by Lukas

Check out this episode to learn about all the ways I can help you reach your financial goals.

I Want A Risk Free Investment!

22 Jul 2021

Contributed by Lukas

Everyone wants upside potential with no risk. Here is how to decide the amount of risk you are willing to take on.

I Am Waiting For The Market To Drop

22 Jul 2021

Contributed by Lukas

Volatile days makes people question their plan. Don’t follow headlines or make quick decisions!

Should I Use My Side Business To Fund Children’s Roth IRAs?

13 Jul 2021

Contributed by Lukas

Be careful to not put the carriage before the horse. You have to take care of yourself first!

Two Factors To Watch Going Forward

09 Jul 2021

Contributed by Lukas

There are two main factors I am watching currently. Make sure you are paying attention and have a game plan!

How To Get $1,000,000

06 Jul 2021

Contributed by Lukas

The coveted $1,000,000 is not as hard to get as we all think. As long as you have a game plan behind it.

Would You Rather Be Lucky Than Good?

24 Jun 2021

Contributed by Lukas

When it comes to your financial future, would you rather be lucky than good?

Will Your Older Self Thank You?

16 Jun 2021

Contributed by Lukas

Are the actions you are taking today pushing you towards your future goals?

The Calf Branding Conundrum

09 Jun 2021

Contributed by Lukas

An easy day of branding turned into a stressful day at the hospital.

The Tortoise Vs. The Hare

07 Jun 2021

Contributed by Lukas

What is your investment strategy with your portfolio? Do you chase the shiny objects or invest for long term growth?

How is Crypto Taxed?

25 May 2021

Contributed by Lukas

The crypto trend is here to stay! However, it is a must that you understand how your crytpo accounts are taxed.

The Periodic Table Of Investment Returns

08 May 2021

Contributed by Lukas

3 lessons we can learn from the periodic table of investment returns.

Is Cash Really King?

21 Apr 2021

Contributed by Lukas

There are 3 major reasons why I believe holding too much cash is a bad thing for your financial future. In other words, no cash is not king!

Would You Walk Outside In A Lightning Storm?

17 Apr 2021

Contributed by Lukas

What are the odds of getting hit by lightning? Less than the odds of getting a blood clot from the J & J vaccine. You still have to prepare for t...

The Truth About Your 401K

29 Mar 2021

Contributed by Lukas

There are 5 main questions to consider in order to determine if you are utilizing your 401K to its full potential. Can you answer all 5?

What Kind of Insurance Should I Buy?

24 Mar 2021

Contributed by Lukas

Is term insurance the only game in town? How does permanent insurance work and does it ever make sense for me? Tune in to find out!

Being Grateful

23 Mar 2021

Contributed by Lukas

How does your mindset affect your financial growth?

The Luck of The Irish

19 Mar 2021

Contributed by Lukas

You don’t need a lucky leprechaun to win in the market and become wealthy!

The Backdoor Roth IRA Strategy

16 Mar 2021

Contributed by Lukas

Here is some information about how the backdoor Roth IRA strategy works and some insight into if it is the right move for you.

Investing – Traditional vs. Roth IRA

16 Mar 2021

Contributed by Lukas

What is the difference between a traditional and Roth IRA? Some background before we dive into the backdoor Roth conversion.

Your 401k Is Not Your Checking Account!

10 Mar 2021

Contributed by Lukas

Do you have a good grasp on which funds are going to be used for each goal? If not, check out what the consequences could be for not utilizing your a...

Is It Good If All My Investments Are Up?

09 Mar 2021

Contributed by Lukas

Most people would think its a great sign if all of their investments are green. I would beg to differ!

Investing – Create a Portfolio To Handle Volatility

22 Feb 2021

Contributed by Lukas

All investors want safe assets that still provide good returns. Which investments are the right tools to utilize for this goal?

Investing – Your Financial Playbook

05 Feb 2021

Contributed by Lukas

In honor of Super Bowl Sunday… let’s talk about what is in your financial playbook!

Investing – Take Action

03 Feb 2021

Contributed by Lukas

The GameStop, AMC and Reddit story is still holding strong. I believe there are some greater lessons that can be learned from this market action.

Financial Planning – Don’t Skip These Steps

02 Feb 2021

Contributed by Lukas

There are some key steps you must take that are even more important than any investing topic we talk about. Please make sure you have these things co...

The Great Short Squeeze

28 Jan 2021

Contributed by Lukas

What in the world is going on with GameStop, AMC and others? How does this even happen and what are the market implications?

The Biggest Financial Regrets

25 Jan 2021

Contributed by Lukas

What are people’s biggest financial regrets? I did some research to find out what people wish they would’ve done with their financial liv...

Correlation Does Not Always Equal Causation

21 Jan 2021

Contributed by Lukas

Do higher tax rates automatically equal a market pullback?

Investing – When Do I Invest My Money?

19 Jan 2021

Contributed by Lukas

At what point should I add to my accounts? What is dollar cost averaging? Find out in this episode!

How We Create Diversified Models

15 Jan 2021

Contributed by Lukas

Lately I have been talking a lot about diversification and sector rotation. Here is the inside scoop on how we go about constructing our investment m...

What Does A Blue Wave Mean For Markets?

13 Jan 2021

Contributed by Lukas

As the Senate race unfolds, what is going to take place for investors if Democrats win? In this episode, I take a historical as well as an analytical...

Happy New Year!

11 Jan 2021

Contributed by Lukas

We made it to 2021! What are you going to do this year to make sure you reach all of your goals?

Financial Planning – Recap 2020

15 Dec 2020

Contributed by Lukas

2020 taught us so many lessons. Tune in to hear about the most important lessons I believe 2020 taught us all!

4-H College Planning

10 Dec 2020

Contributed by Lukas

What is the best way to go about picking which college to attend and what avenues can you use to pay for it?

4-H Group – Lessons to Younger Self

25 Nov 2020

Contributed by Lukas

I am extremely excited about the opportunity to get to make some episodes for the 4-H group up here in Northern California. Here are some things I wi...

Investing – Markets Are Booming!

05 Nov 2020

Contributed by Lukas

Why are the markets on such a rally? Wasn’t the market scared of a Democratic President?

Financial Planning – Navigating The Election

02 Nov 2020

Contributed by Lukas

There is a lot of uncertainty around what will happen to the markets after the election. What is your plan to handle the upcoming volatility?

It Only Takes One!

28 Oct 2020

Contributed by Lukas

The market is getting crazy! Do big down days worry you? I hope not!

Melting The Ice Cube

27 Oct 2020

Contributed by Lukas

You never know when all of your hard work is finally going to pay off. Don’t let off the gas pedal with any of your goals as we are closing out...

Know Your Money

13 Oct 2020

Contributed by Lukas

A little bit of a horror story about not knowing where your money is set up… Make sure you understand how your money is invested!

Financial Planning – Reaching Success

06 Oct 2020

Contributed by Lukas

Everybody has their own version of what success looks like for them. There is no right or wrong answer but without having a clear idea of what succes...

Investing – Understanding Returns

29 Sep 2020

Contributed by Lukas

We all want to get big returns. How can we protect them and why is that so important?

Wealth Management – Building Financial Habits

04 Sep 2020

Contributed by Lukas

In this episode you will learn all about how to identify, target, and reconstruct bad habits for both finances and your personal life!

Financial Planning – Time Value of Money

27 Aug 2020

Contributed by Lukas

Tune in to learn about the importance of letting your money work for you!

21 Switch

25 Aug 2020

Contributed by Lukas

We used the 4 cornerstone investing approach in the casino… and it worked!