The Power of the Plan in Family Finances

The Power of the Plan in Family Finances

Family finances can be complicated by emotions and expectations. That's why having a solid financial plan that starts with good communication is paramount to creating the right foundation for building trust. Ryan Victorin, a Certified Financial Planner and a financial consultant at Fidelity Investments joins the show with advice on how to have those conversations with family, when to start, and what to consider when building a strong financial plan with your loved ones. https://newsroom.fidelity.com/pressreleases/fidelity--study-finds-the-great-wealth-transfer-leaves-families-poised-to-build-stronger-financial-f/s/3c72b6d3-9ab6-400a-95e7-f4b30e43db64https://preview.thenewsmarket.com/Previews/FINP/DocumentAssets/707745.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

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How Not To Invest

How Not To Invest

Volatility is back just in time for the October scaries as new tariff threats rattle investors just as the markets reached new record highs. Is this a re-do of the April selloff, or the beginning of t...

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Chef Tom Colicchio on Innovation and Inspiration in and out of the Kitchen

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For nearly forty years, Chef Tom Colicchio has been one of the most dynamic innovators in the culinary world through his restaurant empire, “Top Chef”, his hit television series and his best-selling c...

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Shutdown Showdown Amid Record Highs

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The U.S. Government shutdown has done little to scare investors off of ‘Risk Mountain’, as stocks, Bitcoin and Gold are all at record highs. With no end in sight, at what point do investors stop belie...

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Can the Relentless Bid be Stopped?

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The stock market defied its historical odds by surging in September despite concerns about a slowing economy, overvaluation, and tariffs. So what, if anything, can stop investors’ relentless bid on th...

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The $16 Trillion Stock Rally

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The stock market rally has added $16 Trillion in market capitalization so far this year, and momentum is still in the drivers’ seat. What, if anything, can slow the rally down? Legendary Tech investor...

22 Syys 202535min

The Future of the Fed at a Crossroads

The Future of the Fed at a Crossroads

The future of the Federal Reserve’s independence will come into clearer focus this week as the central bank will likely lower interest rates for the first time since last December, potentially pacing ...

15 Syys 202531min

Future-Proofing Wealth Management

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The wealth management industry finds itself facing a cascading wave of wealth transfer, A.I. disruption, and a never-ending conveyor belt of product choices. That’s why thousands of them flock to the ...

8 Syys 202520min

Over-Concentrated or Over-Diversified?

Over-Concentrated or Over-Diversified?

With the stock market near record highs again, and nearly every valuation metric pointing to extremes, are we at the precipice of our own “irrational exuberance” moment, or just riding this bull throu...

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