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Shredding Market Narratives with Math.
Episode Description: Shredding Market NarrativesThe headlines say one thing. The market does another.In this episode, we break down the disconnect between price action and media narratives — and why…
Market dynamics, real estate trends, and investment strategies with focus on global economic shifts and generational wealth transfer.
In this episode, with Senior Portfolio Manager David Cox from Raymond James Ltd., we have a discussion about international conferences, market dynamics, real estate trends, and investment strategies…
S&P 500 or S&P 7? Rethinking Diversification
In this episode, I sit down once again with returning guest Portfolio Manager James Abate, one of our most requested voices on markets and macro trends. We dive straight into what’s shaping investor…
Noise & Knowledge: Bob Stein on Markets, Media & Global Issues
What do tariffs, market valuations, and the GDP tell us about how markets move? In this high-voltage episode, our guest Bob Stein breaks down policy moves, volatility trends, and the truth behind…
Keeping a Clear Mind Part 2
This is Part Two of our conversation on market volatility from April 7th, 2025, and the emotional toll it can take on even the most seasoned investors. What a difference a month makes. In this…
Keeping a clear mind in the middle of chaos.
We recorded this on 04/07/2025 @9 PM PST. In this episode, we address the current volatility shaking the stock market—driven in part by ongoing tariffs and global economic uncertainty. Emotions are…
Bob Stein - 2025 Outlook: Elections, Economy, and Global Risks.
In this episode with Bob Stein, recorded in December 2024, we analyze the latest election results and their implications for policy shifts that could significantly impact economic growth and equity…
Estate Essentials: Clearing the Confusion with Julie Ann Soward, ESQ. & LL.M – TAX
In this episode, we welcome special guest Julie Ann Soward, a seasoned estate law and tax expert. Together, we dive into the critical yet often misunderstood world of estate planning. From uncovering…
Market Moves: A conversation with Portfolio Manager David Cox
Podcast Description for Spotify: Join us for an insightful discussion with Portfolio Manager David Cox - CMT, CFA.“David Cox – CMT, CFA, Portfolio Manager at Financially INsync at Raymond James Ltd…
Beyond Bull Markets and Recession Rumors: A Deep Dive into Today's Market Trends with Dr. Mike.
In this much-anticipated conversation with Dr. Mike, we talk about pressing market concerns impacting clients and investors alike. From the ongoing strength of the current bull market and potential…
The Reverse Carry Trade with Michael Gayed.
In this episode, we have Michael Gayed creator of the Lead-Lag Report and Portfolio Manager. We discuss the reverse carry trade, and its implications on global equity markets, elections, interest…
Navigating Market Challenges with James Abate: Election Impact, De-Dollarization, and the Mag 7 Stocks
in this episode, we interview James Abate, a portfoliomanager, about his background and career in finance. James discusses his experience in valuation services and corporate finance, as well as his…
An exciting conversation with Mr. Mark Zinder.
In this special episode, we are thrilled to welcome Mark Zinder, a dynamic speaker and consultant known for his electrifying, rapid-fire presentations. Mark's journey from managing comedy clubs and…
Conversation with Deputy Chief Economist Bob Stein.
Welcome to "Sage Planning Solutions Podcast” Join us as we dive into the intricate world of economic policy and financial markets with our expert host, who brings a wealth of experience from seven…
Digital Estate Planning
Welcome to Sage Planning Solutions Podcast. Join our hosts and Alessandro Chesser, CEO of GetDynasty, as we explore a wide range of topics, including wills, trusts, probate, tax strategies, asset…
Boomerang Kids
In this episode of Sage Planning Solutions, we discuss "Boomerang Kids". Young adults who leave home for college or work only to return home in the future.
Unraveling the Mystery of 401Ks
In this episode, we delve into the world of 401Ks. Join us as we demystify the intricacies of retirement planning, exploring how 401Ks work, their benefits, potential pitfalls, and how to maximize…
The Investment Policy Statement (IPS).
In this episode, we delve into the often overlooked but crucial aspect of personal finance: the Investment Policy Statement (IPS). Dominick, Pat, and Brad guide listeners through the intricacies of…
Distribution Phase.
In this episode, we delve into the often overlooked but crucial stage of the financial planning lifecycle: distribution. As you transition from accumulation to distribution, it's imperative to have a…
Preservation Phase
Welcome to the Sage Planning Solutions Podcast. In episode two of this three-part series, we delve into the intriguing world of preservation and its profound impact on various aspects of one's…
Frequently Asked Questions
Sage Planning Solutions has published 25 episodes since January 2024, covering topics in Business, Investing.
Sage Planning Solutions is currently highly active with new episodes every 2 months. Average episode length is 43m.
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