Barron's Advisor
Barron's Advisor
Nov 17, 2020
The Branch of the Future
Play • 30 min
Raymond James is considering how to remake its office space, particularly for a post-Covid world, Raymond James & Associates President and CEO Tash Elwyn says.
WashingtonWise Investor
WashingtonWise Investor
Charles Schwab
Dems Take Control, but No Carte Blanche for Biden
In this episode of _WashingtonWise Investor_, Mike Townsend focuses on the new balance of power in Washington and shares insights on the mechanics of such a narrowly divided Congress. He explores issues that are likely to be at the top of Biden’s policy agenda—from more COVID relief to tax increases—and the likelihood that the necessary consensus can be built to get them approved. _WashingtonWise Investor_ is an original podcast from Charles Schwab. For more on the series, visit Schwab.com/WashingtonWise. If you enjoy the show, please leave a ★★★★★ rating or review on Apple Podcasts. Important Disclosures The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. All corporate names are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Investing involves risk including loss of principal. (0121-1ZJK)
23 min
The Long View
The Long View
Morningstar
George Kinder: A Financial Plan Needs To Be a Life Plan
Our guest on the podcast today is George Kinder. He founded the Kinder Life Institute, which trains financial professionals in the field of what's called Life Planning after a 30-year career as a practicing financial planner and tax advisor. George is also the author of several books dedicated to teaching advisors about life planning: The Seven Stages of Money Maturity, Lighting the Torch, and Life Planning for You. He was the first winner of the Financial Planning Association's Heart of Financial Planning Award, which recognizes "individuals who demonstrate commitment and passion in doing extraordinary work to contribute or give back to the financial planning community and/or the public." Background Bio The Kinder Institute of Life Planning Books The Genesis & Discovery Process of Life Planning EVOKE:® A Life Planning Methodology “Psychology and Life Planning,” by George Kinder and Susan Galvan, kinderinstitute.com. “George Kinder: Three Questions About Life Planning,” by J.D. Roth, getrichslowly.org, Feb. 15, 2009. “Financial Planner Vs. Financial *Life* Planner. Which One Is the “Right One” for Me?” by Cristina Livadary, manafld.com, Jan. 24, 2020. “Kinder: Wisdom and Life Planning in the Coronavirus Era,” by George Kinder, financialplanningtoday.co.uk, April 6, 2020. Financial Advice Webinar: “George Kinder on Work-Life Balance--Life Planning & Mindfulness,” by George Kinder, brighttalk.com, Jan. 28, 2016. Seven Stages of Money Maturity Workshop EVOKE® 5-Day Life Planning Training Life Planning for You
43 min
WEALTHTRACK
WEALTHTRACK
Consuelo Mack
Financial To-Do List For A New Year [2021]
Blast off! Stock markets are setting records, with tech stocks leading the charge once again. “Don’t fight the Fed” should now encompass “don’t fight the Treasury, fiscal stimulus, vaccinations and investor demand for ‘real’ (after inflation) returns.” The Wall Street Journal reports that the “S&P 500 rose 14.3% from Election Day through Inauguration Day, its best performance on record for that period.” (The Wall Street Journal “Stocks Climb To Records, Led By Tech Sector” 1/21/21)    In retrospect, 2020 was an entire year for the record books:  - A once in a century global pandemic; - Unprecedented, massive monetary and fiscal stimulus; - A brief deep recession and the shortest bear market in U.S. history; - A record-breaking stock market rally; - The continuation of near record-low interest rates - And the election of a new president with a very different policy agenda.  Portfolio rebalancing is just one of the actions on Christine Benz’ financial to-do list this year. In part 2 of our interview with Morningstar's Director of Personal Finance, she helps us get in personal financial shape for the year ahead.   WEALTHTRACK #1730 broadcast on January 22, 2021 More info: https://wealthtrack.com/2021s-financial-to-do-list-with-morningstars-personal-finance-guru-christine-benz/ Books mentioned in  the episode: 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances: https://amzn.to/3ig0cZE Morningstar Guide to Mutual Funds: Five-Star Strategies for Success: https://amzn.to/3ifVVp8 --- Support this podcast: https://anchor.fm/wealthtrack/support
26 min
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