The Barry Investment Advisors Podcast

The Barry Investment Advisors Podcast

Barry Investment Advisors focuses on supporting your financial life so you can focus on what's really important: your family, your career, enjoying your financial freedom, and your legacy. Through collaboration, we customize planning and investment strategies that fit your life and help build a meaningful legacy. Our team has the honor and privilege of providing personalized financial planning to over 200 families, many of whom are the children or grandchildren of clients that date back to the early years of the firm. Visit www.barryinvestmentadvisors.com to learn more about our investment strategy and what makes the Barry experience so unique.

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Avsnitt(44)

The Investor Emotion Cycle

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 Dec 201914min

TSA Precheck Vs. Global Entry

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 Dec 20198min

Analyzing The 2019 Consumer Electronics Show

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 Dec 20197min

Is It Time To Get Strategic With Philanthropy?

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 Dec 201915min

Key Steps Toward Financial Independence

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 Sep 20196min

Tips From A College Planning Coach

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 Sep 201929min

August 2019 Market Update

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 Sep 20198min

Gauging Retirement Readiness

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 Sep 20199min

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