The Future of Financial Planning
Peter Mallouk, CEO of Creative Planning, joins The Express to help us see the future of financial planning and wealth management as firms like his continue to consolidate the industry. Plus, the S&P 5...
22 Jan 202432min
Big Deals, Little Deals and No Deals for Investors as the Year Begins
Sam Ro, the author of TKer, comes back aboard to help us discern what we should be paying attention to, and what we should be ignoring as investors to start the year. From the approval of spot Bitcoin...
15 Jan 202431min
Where to Find Opportunities in Unusual Places in 2024
Anastasia Amoroso, the Chief Investment Strategist at iCapital, rejoins the show to help us identify unusual opportunities in the capital markets this year as the economy slows and rates come down. Pl...
8 Jan 202433min
Breaking out the 2024 Investing Playbook as Stocks Touch New Highs
Liz Ann Sonders, the Chief Investment Strategist at Charles Schwab, tells us what to expect next year for the markets and the economy, and how investors should prepare. Plus, the Fed gave investors an...
18 Dec 202327min
Investopedia's Top Terms of the Year, and What's Behind Bitcoin's Mega-Rally
It's been a year unlike any other for investors with a bear market in bonds, bank failures. the rise of A.I., and a reality check for the so-called "American Dream". We bring you Investopedia's Most S...
11 Dec 202330min
The Money Advice No One Ever Told Us From Your Rich BFF
Vivian Tu, aka Your Rich BFF, joins The Express to talk about how she became one of the most followed Fin-fluencers on social media, and shares the personal finance and wealth building secrets no one ...
4 Dec 202333min
As The Bulls Run Wild, Long-term Investors Stay the Course
A four-week run for the stock market has a few strategists calling for a time out, just in time for one of the seasonally strongest two week periods for the market. Amid this year's recovery, and foll...
27 Nov 202329min
