How to Create Your Financial Plan on Purpose

How to Create Your Financial Plan on Purpose

Jamie Hopkins of the Carson Group, and co-author of "Find Your Freedom - Financial Planning for a Life on Purpose", joins the show to talk about what financial freedom really means, and how to build your wealth with purpose. Plus, key sectors of the U.S. stock market are breaking out to six-month highs and the good breadth is starting to spread. Yet valuations still look steep compared to other post-bubble cycles. We dig into the fundamentals to understand the potential outcomes. And, why counterparty risk is our term of the week. LINKS FOR SHOW NOTES https://www.jamiehopkins.com/ https://www.thriftbooks.com/a/jamie-p-hopkins/2650763/ https://business.bofa.com/en-us/content/market-strategies-insights.html https://www.spglobal.com/spdji/en/research-insights/education/ https://www.investopedia.com/terms/c/counterpartyrisk.asp https://www.investopedia.com/terms/d/defaultrisk.asp https://www.investopedia.com/terms/c/cape-ratio.asp https://selfserve.decipherinc.com/survey/selfserve/14c3/210402 https://ycharts.zoom.us/webinar/register/1616649126367/WN_35G2xMzdTyC-vJ2pdxFa-g Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(292)

How to Really Get Better With Our Money

How to Really Get Better With Our Money

From Philly Phinancial Literacy Week, founder Nisiar Smith takes us inside the movement he helped create to extend financial education into the underserved communities of Philadelphia. Plus, Marc Russ...

21 Okt 202432min

How to Have the Most Challenging Financial Conversations in Our Lives

How to Have the Most Challenging Financial Conversations in Our Lives

We don't like talking about money - especially among family. But family finances are the most important finances in our lives, so breaking through those barriers can unlock a lot of opportunity and pr...

14 Okt 202433min

The Brain Behind the Biggest Breaking News Stories of Our Generation

The Brain Behind the Biggest Breaking News Stories of Our Generation

David Faber, co-host of CNBC's Squawk on the Street, and the creator of The Faber Report, takes us through how he has broken some of the biggest business stories of the last thirty years, how the natu...

7 Okt 202432min

Inside the Front Lines of a Modern Day Whiskey Rebellion

Inside the Front Lines of a Modern Day Whiskey Rebellion

From the Food & Wine Classic in Charleston, S.C., new whiskey distillers like Company Distilling are battling for shelf space and brand recognition against the giants like Jim Beam and Jack Daniels. N...

30 Sep 202426min

The Fed's Big Recalibration, and the Most Important Macro Trends in the Economy Today

The Fed's Big Recalibration, and the Most Important Macro Trends in the Economy Today

The Federal Reserve went big with its first interest rate cut since 2020, and it's biggest cut in 16 years as it lowered the Federal Funds Rate by half a percent. We look at what usually happens in th...

23 Sep 202428min

Rebuilding the 'American Dream' Through Real Estate

Rebuilding the 'American Dream' Through Real Estate

Americans from every generation still believe that owning their home is one the greatest investments they will make and a key component of realizing their own version of the 'American Dream'. But risi...

16 Sep 202429min

Secrets Every Investor Should Know with Downtown Josh Brown

Secrets Every Investor Should Know with Downtown Josh Brown

Josh Brown rejoins The Express to talk about his latest book, "You Weren't Supposed to See That: Secrets Every Investor Should Know", and explains why the relentless bid in the stock market is everlas...

9 Sep 202442min

Investopedia Celebrates 25 Years, and The Investor Post-Summer Playbook

Investopedia Celebrates 25 Years, and The Investor Post-Summer Playbook

Investopedia is celebrating its 25th Anniversary, and we are joining the party with the most important innovations, financial events and terms of the past quarter century. Plus, Jay Woods, the Chief G...

3 Sep 202435min

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