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Modern Wealth Management

Darrick Hutchens and Ray Kramer

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Welcome to Modern Wealth Management by Monon Wealth, where we tackle pertinent financial topics to help better position you and your business for success. Listen as Darrick Hutchens and Ray Kramer, Managing Partners of Monon Wealth Management, tap into four decades worth of experience in the financial sector and unpack their strategies for today's level of modern wealth management. So, sit back, relax, and enjoy enlightening conversations that highlight an array of financial questions and to ...
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Du Charme Wealth Management Podcast

Branden DuCharme

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Helping people change the trajectories of their lives through establishing, growing, maintaining, or protecting wealth as a fiduciary. For educational and entertainment purposes only. Please consult your own financial advisor or other professionals directly. DISCLAIMER: https://www.scfsecurities.com/disc/branden-du-charme/
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Modern Wealth Management presents America's Wealth Management Show with Dean Barber and Bud Kasper. Dean and his guests, America's leaders in the financial industry, have made it their missions to show everyone how to grow, keep, and leave their money. Since 2003, Dean Barber and Bud Kasper have co-hosted America’s Wealth Management Show. Their radio show has informed and educated retirees and those nearing retirement on what life is like after your working career ends. Investment advisory s ...
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The Annex Wealth Management Show - Naples, airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.
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Wealth Management Invest

WealthManagment Invest

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Welcome to the Wealth Management Invest Podcast. David Bodamer delves into the strategic insights of financial advisors and Chief Investment Officers (CIOs) from leading RIAs, including the increasing adoption of alternative investments to enhance the conventional 60/40 portfolio. Episodes showcase engaging discussions with top asset managers, shedding light on the ever-evolving landscape of private investment offerings, cutting-edge technology, and the latest developments in traditional ETF ...
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Welcome to The Plum Pointe Wealth Management Podcast Series, where we simplify and navigate today's financial complexities to create a better world for our clients. Join Brian Dunckley, President and Founder of Plum Pointe Wealth Management, each episode as we discuss some of the most pressing topics facing business owners in today's financial climate. With a background in science, prior to becoming a wealth manager, Brian helps family stewards prepare for the future in a complicated world, ...
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Learn the strategies and techniques used by high net worth individuals to grow and protect their wealth. In this podcast, Dave invites top professionals to talk about investing, financial planning, protection planning, tax management, and estate planning. In addition to the money talk, Dave and his guests will have some fun talking about lifestyle, travel, tech and unique experiences to make life better!
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Hampstead Wealth Management

Hampstead Wealth Management

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Hampstead Wealth Management was established to provide the very best, fee-based advice. Our aim is to help our clients understand and make the most of their finances, which may be by achieving specific objectives or through more general management and guidance. Subscribe to our podcast channel to receive all of our latest updates! www.hampsteadwealth.co.uk
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WindRock Wealth Management Podcast

WindRock Wealth Management

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WindRock Wealth Management is an independent investment management firm founded on the belief that investment success in today’s increasingly uncertain world requires a focus on the macroeconomic “big picture” combined with an entrepreneurial mindset to seize on unique investment opportunities. We serve as the trusted voice to a select group of high net worth individuals, family offices, foundations and retirement plans.
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Overview: In this podcast, we will be interviewing a variety of business professionals. We hope to get a variety of viewpoints, insights, and bits of information that other business owners and professionals can utilize. Disclosures: Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC, and Registered Investment Advisor. Insurance offered through CUI Wealth Management. CUI Wealth Management, LLC and Woodbury Financial Services, Inc. ...
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Should I rent or buy my home? On this episode, we'll dive into several studies and look at your return on investment, time, taxes, cost of home renovations and more. Host Michael MacKelvie, wealth advisor, shares historical data, where we're at today and what you should consider as you weigh the pros and cons of homeownership.…
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After Wednesday brought encouraging news with inflation cooling in May, Neal Falkenberry, CFA, joined Dean Barber and Bud Kasper, CFP®, AIF®, to discuss where the Federal Reserve’s fight against inflation stands. And speaking of the Fed and fighting, they explained why it’s important not to fight the Fed, but rather to understand the Fed when it co…
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It takes hard work to run a profitable practive. Hard work that can be ruined by the financial perils that await every dentist. That’s why it helps to know the common money mistakes dentists make—mistakes that could already be costing you. On Part 1 of this episode of the Dentist Money Show, Matt and Victoria talk about five ways dentists typically…
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In episode 12, certified financial transitionist Laura Redfern joins us to explore the emotional and identity shifts that come with unexpected financial windfalls. From entrepreneurial triumphs to receiving an inheritance, we unravel the complexities of managing newfound riches while staying grounded. Hear firsthand how Laura's expertise can guide …
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On the latest episode of our podcast, Darrick opens up about the comprehensive financial plan he's built to ensure his family's long-term stability and prosperity. Darrick shares the inner-workings of the comprehensive financial plan he built to ensure his family's long-term stability and prosperity. Discover how he balances risk and maximizes grow…
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Will growth suddenly stop or is it just coasting to a more sustainable speed? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about what to do in the first year of widowhood, why it's not a good idea to cash out a 401k, and how lifestyle creep is destructive.Από τον Annex Wealth Management
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In this episode of The Plum Pointe Wealth Management Podcast Series, we delve into the fascinating world of longevity planning. With advancements in healthcare and technology, people are living longer lives than ever before. But what does this mean for your wealth plan? Can it support you as you age well into your 90s or even 100s? From managing he…
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WealthManagement.com’s David Bodamer sits down with Doug Huber, Vice President of Investment Strategy at Wealth Enhancement Group, to delve into how the RIA approaches private market strategies amid the ongoing evolution of alternative investments. Doug focuses on: What is the trend of democratization in alternative investments and increased invest…
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Unlock the secrets to masterful tax management with our latest episode where we navigate through the transformative landscape post the Tax Cuts and Jobs Act of 2017, they shed light on how Alison Wealth Management has redefined the way we approach tax planning. From our early family office days to serving a diverse clientele, this episode promises …
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Returning for another episode, we have a very special guest, America’s IRA Expert - Ed Slott! Ed has five new important things to plan for as you avoid unnecessary tax landmines. From RMD age changes to beneficiary rules modifications for spouses. Ed’s New Book: https://www.amazon.com/Retirement-Savings-Time-Ticks-Louder/ Roth Conversion Case Studi…
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Roaring Kitty or Grumpy Cat? The market seems grumpy about good data. Mainly because the data are mixed. Dave Spano and Brian Jacobsen present our Week-in-Review. Losing a spouse is tough but we've got useful advice on what to do in the first year of widowhood.Από τον Annex Wealth Management
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Will, and Rabih discuss if the Federal Reserve will cut rates. Next, they dive into the GameStop phenomenon, highlighting the role of retail investors and the impact of social media on the stock market. Finally, they touch…
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On this episode, Dean and Bud talk to Ed Slott about his latest book – The Retirement Savings Time Bomb Ticks Louder. Dean and Bud, along with some of our advisors at Modern Wealth Management have been working with Ed Slott for many years as a part of his Elite Advisor Group. Through that group, Ed has educated many advisors about key tax planning …
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There are numerous correlations that can be drawn between maintaining good physical health and building your wealth. And while the analogies are easy to make, one constant that often results in failure at both is human nature. On this episode of the Dentist Money Show, Ryan and Matt talk about their favorite topics—the gym and money—and three princ…
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Is market timing a myth or a misunderstood science? In today's episode, we sit down with Jim, a professional futurist and investment strategist, to unravel the complexities behind market timing and risk management. With a rich background that includes a Master's in Foresight, CMT, CFA, and CFP, and running his own RIA, StratFi, Jim brings a wealth …
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Enjoy a replay of another one of our most popular Dentist Money Show episodes. Is buying permanent life insurance a permanent mistake? Insurance agents say there are benefits to support purchasing permanent insurance, but are their points valid? On this episode of the Dentist Money™ Show, Ryan and Matt look into the debate that surrounds whole life…
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Having a forward-looking tax plan is a critical consideration when it comes to wealth management. If you’re not careful, taxes can quickly destroy the financial wealth you’ve worked so hard for. It’s important to understand how your income sources are taxed, so today we’re going to review taxes on Roth IRAs. Tax Reduction Strategies: https://bit.ly…
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Will the Fed try to turn back time by trying to undershoot inflation to get the path of prices back to 2%? Brian Jacobsen has the week-in-review. Learn more about Passion Assets, habits of successful savers and investors, and the reality of grey divorce.Από τον Annex Wealth Management
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Government COVID stimulus created a sugar high. We're coming down. Brian Jacobsen has our week-in-review. Learn more about the Annex Insurance Assessment, a powerful tool to spot strengths and weaknesses in your insurance coverage.Από τον Annex Wealth Management
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Victoria, and Rabih continue Q1 earnings reports from the previous episode and delve into the significance of inflation and the Fed's policy. They explore the concept of purpose and its impact on happiness and well-being. …
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Everyone knows that you need to learn to crawl before you can walk and walk before you can run. With so many things in life, it’s critical to set short-term, mid-term and long-term goals. That’s certainly the case with your finances and trying to accomplish short-term, mid-term and long-term financial goals. Retirement Plan Checklist: https://bit.l…
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Everyone seems to be worried about the threat of artificial intelligence on jobs in the future. Funny thing though, it was only a few years ago that roboadvisors were going to replace financial advisors. AI has already lost that battle. On this episode of the Dentist Money Show, Ryan and Matt explain why people prefer advice from another human who …
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Robert Ducharme left behind not just a legacy of agricultural tenacity from the family Wisconsin farm, but a financial compass that has guided the family through life's fiscal storms. It's stories like these—of tractors and life lessons—that we share with you, revealing the roots of our financial acumen and the importance of a work ethic that endur…
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No one wants to work hard for their financial wealth only to see it unexpectedly vanish. That’s why it’s critical to have a forward-looking financial plan that stress tests against things that can derail your retirement plans. Dean Barber and Bud Kasper, CFP®, AIF® want you to keep these six factors top of mind that can destroy your wealth. Financi…
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A tale of two economies: tech vs. consumer staples. Catch the week-in-review from Dave Spano and Brian Jacobsen. We'll also hear more about the Annex Experience, how to stay sharp in retirement, retirement killers, and how to bolster retirement and worry less about Social Security.Από τον Annex Wealth Management
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It's NVIDIA's world, we just live in it. Dave Spano and Brian Jacobsen present our week-in-review which includes NVIDIA's blockbuster earnings. Learn more about the Annex 'experience' and two upcoming presentations in Milwaukee.Από τον Annex Wealth Management
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Jake, and Rabih analyze Nvidia's Q1 earnings and the trend of beating analysts' expectations. They touch on the psychology of spending and saving and the economic implications of higher savings rates. Finally, they provide…
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We’ve published a lot of content that highlights how Roth conversions can be a helpful tax planning strategy for someone who is preparing for or going through retirement. However, Roth conversions aren’t for everyone. There are also reasons not to convert to a Roth IRA. Roth Conversion Case Studies: https://bit.ly/3KeQ2ri Become a Rothaholic: https…
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We’re constantly bombarded with information about how to improve our financial well-being—there seems to be no shortage of ways to get ahead financially. While many sound great in theory, do they really measure up when put into practice? On this episode of the Dentist Money Show, Matt and Victoria talk about 10 popular financial strategies that the…
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Unlock the enigma of commercial lending with Shannon Walker, an investment sage who strips away common misconceptions about funding for small and medium-sized businesses. This episode is a goldmine for entrepreneurs and seasoned business owners alike, offering a deep dive into the crucial financial considerations that dictate sustainable business g…
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A huge factor of financial planning is controlling what you can control. It’s pivotal to understand that as you’re determining if you have enough money to get to and through retirement. The fear of outliving your money is a retirement risk that’s a big concern for a lot of people. However, with a financial plan, it’s a controllable retirement risk.…
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CPI was better, but retail sales and industrial production were not. It's a good reminder that the macroeconomy is not the market. Dave Spano and Brian Jacobsen present our week-in-review. We'll also cover divorce and its impact on retirement planning, spousal Social Security, 4 money myths, and the slippery slope of supporting adult children.…
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The Dow points don't matter. Percentages do. Dave Spano and Brian Jacobsen present our week-in-review. Learn more about the impact of divorce on retirement planning and details about a special workshop planned for June. We'll also have Ask Annex and our resident Marine will cover boot camp for financial and retirement planning.…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Victoria, and Rabih discuss the the recent reduction on inflation and the impacts it can have. They also discuss the rising costs of car insurance and call back stats to provide some reasoning why car insurance has shot up…
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Enjoy a replay of another one of our most popular Dentist Money Show episodes. You know that kids are expensive. Should you be saving for their future? Some dentists say ‘yes’, others choose not to. No matter what you decide, you should know the children’s savings options available to you—529 education accounts, minor Roth IRAs, UTMA accounts, etc—…
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