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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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Do you make really good money but wonder where it all goes? Do you wish you could finally save and invest confidently so that you can build generational wealth? Do you desire to have the self discipline to stop overspending so that you can increase your net worth? Are you finally ready to stop avoiding your finances so that you can build lasting wealth? If so, I’m so glad you’re here! This podcast will help you build generational wealth, save money, invest confidently, get out of debt, earn ...
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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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Listen in as David Bodamer sits down with Karen Veraa, Head of iShares US Fixed Income Strategy, to discuss fixed-income ETFs. Karen shares insight on navigating the current market complexities, from managing inflation impacts to exploring strategic investment avenues. Karen focuses on: The current state and future prospects of fixed-income markets…
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Connect with Dafina Allen MD : Her Website: https://www.wiseweightmd.com Her Instagram: https://www.instagram.com/wiseweightmanagement Her Youtube Channel: https://www.youtube.com/@wiseweightmd Take the Next Step Towards Creating A Life w/More Money: Transform Your Financial Life Today: Schedule a Free Consultation: Have questions about The Wealthy…
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Listen in as David Bodamer sits down with Lawrence Calcano, Chairman and CEO of iCapital, to explore the world of alternative investments and their role in modern portfolio strategies. They unravel the complexities of the alt space, examine recent developments at iCapital, and discuss how advisors are integrating these assets into their offerings f…
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Are you ready to break free from the stress and overwhelm of managing your finances? Then this episode is for you! This weeks we dive into my client Lynea Carver's inspiring journey from financial struggle to success. Join us as Lynea shares her personal experiences and the pivotal moments that led her to seek help in managing her finances. From fe…
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Ready to take charge of your financial future and build the life you've always dreamed of? This week's podcast episode is your ticket to figuring out the secrets of wealth building and financial empowerment. Join me as I reveal the 8 essential steps every woman needs to know to pave her way to a wealthier life. From uncovering your core values to s…
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This episode of The Wealthy Woman's Podcast will explore a topic that resonates with so many of us: Trusting Yourself with Money. Join me as we delve into the common signs that may indicate a lack of trust in yourself when it comes to managing your finances. From hiding money in multiple accounts to setting up barriers between you and your money, w…
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WealthManagement.com’s David Bodamer is joined by Tony Davidow, Senior Alternatives Investment Strategist with Franklin Templeton Institute. With over 35 years in the industry, Tony shares insights on the increasing accessibility of alternative strategies and the role of private credit, private equity, and real estate in diversified portfolios. He …
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Are you tired of traditional financial advice that tells you to pinch pennies and stick to strict budgets? In my latest podcast episode, I reveal four secrets that we live by inside of the Wealthy Woman's Academy that challenge these outdated notions. Tune in to discover why cutting expenses isn't the key to wealth, why strict budgets are a thing o…
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WealthManagement.com’s David Bodamer sits down with Aaron Filbeck, who leads UniFi by CAIA, to delve into how the CAIA association contributes to the education surrounding alternative investments. They explore the recent overhaul of the CAIA’s core program, designed to equip industry experts with a thorough grasp of alternative investment approache…
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Are you ready to dive deep into the heart of love, marriage, and financial empowerment? In our latest podcast episode, my husband and I share an intimate conversation that's sure to inspire and uplift you. Join us as we peel back the layers of our personal journey, from overcoming daunting financial challenges to rewriting our mindset around money.…
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This newest podcast episode is live, and packed with transformative insights that could be the key to unlocking your full potential. This week, we delve into the intriguing stories of three remarkable women who discovered the profound impact of their thinking on their lives, particularly in areas of wealth, achievement, and self-worth. The experien…
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This week, we're delving into the art of balancing the four pillars that define a truly prosperous life. It's not just about money; it's about unlocking financial security, fulfillment, vibrant health, and meaningful relationships. Join us as we explore captivating stories, including a former client who turned her financial journey into a holistic …
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Innovations in product development have increased access to private markets for financial advisors and their clients. Steve Brennan, managing director and head of Private Wealth Solutions at Hamilton Lane, joined David Bodamer to discuss the state of private investments and Hamilton Lane’s path to developing private wealth strategies. Steve focuses…
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It's time to dive into our latest podcast episode and discover the unique concept of a Spending Protocol! Listen in and you'll learn how to combat impulsive spending while preserving your lifestyle through personalized rules tailored to your unique spending triggers. In addition, you'll hear captivating client stories that showcase the transformati…
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Ever heard of inversion thinking? It's a game-changing way to solve problems inspired by the genius Charlie Munger, Warren Buffet's right hand man. Here's how it works: Instead of just tackling your money issues head-on, think in reverse. Identify what's keeping you from building wealth – jot it all down. Now, the fun part – do the exact opposite! …
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Ready to uplevel your money? Our newest podcast episode is unveiling six tips to craft a budget that aligns seamlessly with your goals and values. In this episode, we share insights on: The impact of planning ahead and why it's a monthly must. Why real numbers are the key to financial success. Aligning your spending plan with your unique goals. The…
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Ready to make this your wealthiest year yet? If so, this is for you no matter when you're tuning in – at the beginning of the year or halfway through. This episode is all about empowering you to take control of your money and create the wealth you deserve. We'll unravel the concept that puts you in the driver's seat of your financial results, explo…
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In this latest podcast episode, we explore the unique concept of expanding your financial comfort zone. I'll share the four game-changing steps that can revolutionize your relationship with money and your bottom line. From understanding the power of your financial comfort zone to setting inspiring goals and achieving them, this episode is a guide t…
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In this episode I break down three concepts that completely transformed how I handle money. No frills, just real talk about making your financial game stronger. We're tackling awareness, financial maturity, and expanding beyond your comfort zone. It's the episode for anyone tired of making money but struggling to keep it. If you've been there, you …
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Ready for a whole new perspective on financial goals? One that's probably much different from what you ever heard before? This latest podcast episode will deliever just that because we're diving deep into why setting and achieving financial goals is about so much more than just the destination of a higher net worth. Join me as I share a personal st…
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Some real estate structures offer investors major tax benefits. Like-kind exchanges allow investors to roll capital gains from one real estate investment into a new one. DSTs allow 1031 exchangers to pool capital into a fund. Qualified Opportunity Zone funds allow investors to defer capital gains from any previous investments. In this episode, Davi…
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Curious about the secrets to effective goal-setting? In my latest podcast episode, I'm diving into three mindsets that might be holding you back. From embracing your inherent worthiness to transforming your relationship with money, this episode will help you look at goal setting with a totally new perspective. Discover why setting goals isn't about…
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Curious about the secrets to saving money without sacrificing your lifestyle? In my latest podcast episode, I spill the beans on how I learned how to save money after breaking free from $200k in debt and transformed my money mindset. Discover the game-changing strategies that go beyond the traditional advice. Hint: It's not just about numbers—it's …
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Happy Thanksgiving!! In our latest podcast episode, we explore the incredible impact of embracing gratitude on your journey to a wealthier and more fulfilling life. Join us as we share real-life stories that illustrate the transformative power of gratitude, turning challenges into opportunities for growth. We'll delve into the sweet spot where appr…
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In this episode, I'm challenging the conventional belief that earning money is the ultimate key to financial success. Brace yourself as I unveil a crucial skill that's often overshadowed but just as impactful as making lots of money. Key Points: Beyond Earnings: While earning money is undeniably important, our discussion today goes beyond the surfa…
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For many individual investors, the traditional 60/40 portfolio focused on stocks and bonds was the only option they had for investment plans. Bluerock is among a group of alternative asset managers creating offerings meant to increase access to other asset types and investment structures. In this episode, David Bodamer speaks with Ramin Kamfar, CEO…
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In this must-listen episode, I've got your back if you're determined to bid farewell to the dreaded financial hangover that often plagues us on January 1st. If you want to savor the joy of the holiday season without the burden of post-celebration financial stress then tune in as I share six game-changing strategies designed to shield your wallet fr…
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Are you ready to discover the keys to creating the life you've always dreamt of? In our latest podcast episode, we're unveiling five powerful ways to reignite your dreams and desires. It's time to let go of the past, give yourself permission to dream, and embrace a future filled with endless possibilities. Don't miss out on this inspiring episode w…
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Ready to discover the secrets to boosting your credit score from good to great or from just ok to good? In our latest podcast episode, we break down the world of credit scores and unveil the strategies that can transform your financial outlook. We'll touch on the basics, exploring what your credit score means and how it impacts your life. Discover …
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