The Power of the Plan in an Uncertain Market
Taylor Schulte, the founder of Define Financial and the host of the "Stay Wealthy Retirement", podcast, joins The Express to help us ease our stress and find opportunities in uncertain markets like th...
9 Jan 202328min
Barreling into 2023 with Bond ETFs
The Express is back on the tracks and riding into 2023 with the tale of the tape from last year's historically challenging markets, and the outlook for the year ahead. Plus, Salim Ramji, Global Head o...
3 Jan 202331min
Searching for the Soul of Wealth with Brian Portnoy
Brian Portnoy, best-selling author and founder of Shaping Wealth, joins The Express to talk about how financial planning is evolving to become more holistic, and how we are rethinking our definitions ...
19 Dec 202235min
A 'Random Walk Down Wall Street' Turns 50, and Our Top Terms of the Year
Professor Burton Malkiel, author of the seminal investing bible, 'A Random Walk Down Wall Street", joins the show to celebrate the 50th anniversary of the masterpiece, and shares timeless advice for i...
12 Dec 202233min
Strategic Investing in the Home Stretch of 2022
Shannon Sacoccia, the CIO of SVB Private Bank, helps us decipher the mixed signals in the economy and capital markets as we reset our portfolios for 2023. This conversation was taken from a recent str...
5 Dec 202231min
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 y...
28 Nov 202234min
What Financial Advisors are Telling Their Clients Today
As a challenging year heads down the home stretch, we caught up with some of the nation's top independent financial advisors to hear the most pressing questions from their clients, and how they are ad...
21 Nov 202232min
Investing in Innovation with Cathie Wood, and The Collapse of FTX
Cathie Wood, the CEO and CIO of Ark Invest, joins the show to talk about her team's vision for a digital, decentralized future, and how she manages her funds through the downturn. Plus, the collapse o...
14 Nov 202231min
