
The Investor Emotion Cycle
The Investing Emotion Cycle tracks the investing public's temperament towards an asset, idea, or belief. It flows from the lowest popularity (price bottom) to the greatest acceptance (price top). Dete...
2 Joulu 201914min

TSA Precheck Vs. Global Entry
In this podcast that originally aired in July of 2019, Liz Garvey, CFP®, and Kate Alves, CFP®, sit down to discuss the difference between TSA Precheck and Global Entry. Additionally, they discuss who ...
2 Joulu 20198min

Analyzing The 2019 Consumer Electronics Show
In this podcast that originally aired in February of 2019, Sean Corkery, CFA, sat down with Justin Neria, Chief Technology Officer at Barry Investment Advisors, to discuss the Consumer Electronics Sho...
2 Joulu 20197min

Is It Time To Get Strategic With Philanthropy?
Winston Churchill famously said, "We make a living by what we get, we make a life by what we give." In this podcast that originally aired in December of 2018, Pat Barry sat down with Liz Garvey, CFP®,...
2 Joulu 201915min

Key Steps Toward Financial Independence
On this month's podcast, Kate Rowe, CFP® and Liz Garvey, CFP® discuss the necessary steps toward financial independence. Tune in to hear their insights and perspective on budgeting, paying down debt, ...
27 Syys 20196min

Tips From A College Planning Coach
On this month's broadcast, Liz Garvey and Kate Rowe sit down with Luanne Lee, the founder of Your College Planning Coach. With school starting in most corners of the country, we discuss the essential ...
13 Syys 201929min

August 2019 Market Update
Chinese trade talks were again a theme this week, driving the instability and volatility that has been commonplace during the last several months. Adding to this unrest, was a move by the FED to lower...
13 Syys 20198min

Gauging Retirement Readiness
On this month's podcast, Sean Corkery, Kate Rowe, and Liz Garvey discuss retirement readiness. Are you financially ready to retire? Are you emotionally ready to retire? And how will you spend your new...
13 Syys 20199min




















