PLAY PODCASTS
The Independent Advisors

The Independent Advisors

550 episodes — Page 8 of 11

The Independent Advisors Episode 119: 2008 changed a generation of investors

Oct 13, 202146 min

The Independent Advisors Episode 119: 2008 changed a generation of investors

1. Tweet from Joe Fahmy -https://twitter.com/jfahmy/status/1446456475459665925?s=112. Tweet from “Interested Observer” -https://twitter.com/observationdesk/status/1445746156953210897?s=113. Article from Ryan Detrick of LPL Research -https://twitter.com/RyanDetrick/status/14458014849693941834. Blog post written by Nick Maggiulli -https://ofdollarsanddata.com/the-broken-clock/Twitter Handles:Jessup Wealth Management (@JessupWealth)Mark McEvily (@MarkMcEvily)Matthew Jessup (@matthewcjessup)

Oct 13, 202146 min

The Independent Advisors Episode 118: What Great Rotation?

Oct 5, 202143 min

The Independent Advisors Episode 118: What Great Rotation?

Show Notes1. Blog post by Morgan Housel -https://www.collaborativefund.com/blog/numbersandstories/?2. Blog post by Ben Carlson -https://awealthofcommonsense.com/2021/09/why-u-s-housing-prices-arent-as-crazy-as-you-think/3. Another blog post by Ben Carlson -https://awealthofcommonsense.com/2021/08/the-death-of-the-starter-home/?4. Tweet from Bullish Rippers -https://twitter.com/bullishrippers/status/1444151176690348032?s=115. Article written by Roxanne Alexander, CFP -https://www.kiplinger.com/personal-finance/shopping/cars/603366/should-i-buy-or-lease-a-car?Twitter Handles:Jessup Wealth Management (@JessupWealth)Mark McEvily (@MarkMcEvily)Matthew Jessup (@matthewcjessup)

Oct 5, 202143 min

The Independent Advisors Episode 118: What Great Rotation?

Oct 5, 202143 min

The Independent Advisors Episode 117: Today's number is tomorrow's story

1. Blog post by Morgan Housel -https://www.collaborativefund.com/blog/numbersandstories/?2. Blog post by Ben Carlson -https://awealthofcommonsense.com/2021/09/why-u-s-housing-prices-arent-as-crazy-as-you-think/3. Another blog post by Ben Carlson -https://awealthofcommonsense.com/2021/08/the-death-of-the-starter-home/?4. Article from Roxanne Alexander, CFP -https://www.kiplinger.com/personal-finance/shopping/cars/603366/should-i-buy-or-lease-a-car?Twitter Handles:Jessup Wealth Management (@JessupWealth)Mark McEvily (@MarkMcEvily)Matthew Jessup (@matthewcjessup)

Oct 1, 202143 min

The Independent Advisors Episode 117: Today's number is tomorrow's story

Oct 1, 202143 min

The Independent Advisors Episode 117: Today's number is tomorrow's story

Oct 1, 202143 min

The Independent Advisors Episode 115: The 60/40 Portfolio

Sep 15, 202137 min

The Independent Advisors Episode 115: The 60/40 Portfolio

Sep 15, 202137 min

The Independent Advisors Episode 115: The 60/40 Portfolio

Show Notes:Michael Rosen, CIO of Angeles Investments and Angeles Wealth -https://www.cnbc.com/2021/09/02/traditional-60/40-portfolio-has-actually-reached-its-expiration-date.htmlTweet from Ali Wolf - Chief Economist at Zonda -https://twitter.com/aliwolfecon/status/1433889711186071554?s=11Tweet from Ryan Detrick -https://twitter.com/RyanDetrick/status/1433043551445786624Twitter Handles:Jessup Wealth Management (@JessupWealth)Mark McEvily (@MarkMcEvily)Matthew Jessup (@matthewcjessup)

Sep 15, 202137 min

The Independent Advisors Podcast Episode 114: Warning of the Week

Sep 9, 2021453100h 43m

The Independent Advisors Podcast Episode 114: Warning of the Week

Sep 9, 2021453100h 43m

The Independent Advisors Podcast Episode 114: Warning of the Week

1. Supply chain update from CNBC - https://www.cnbc.com/2021/09/01/supply-chain-delays-wont-be-easily-fixed-and-trouble-will-continue-into-next-year-commentary.html?&qsearchterm=supply%20chain 2. Tweet by Charlie Bilello - https://twitter.com/charliebilello/status/1431346985135640581?s=11 3. Tweet by Sarah Ponczek - https://twitter.com/sarahponczek/status/1427245203077881867?s=11 4. Article about millennials turning to professionals - https://www.wealthmanagement.com/client-relations/survey-millennials-increasingly-turn-financial-advisors 5. Article from LPL Research - https://lplresearch.com/2021/08/31/here-comes-the-worst-month-of-the-year-2/ 6. Tweet by Ryan Detrick - https://twitter.com/RyanDetrick/status/1423258039482822658 7. Article from Ben Carlson - https://awealthofcommonsense.com/2021/07/there-is-no-such-thing-as-a-normal-market-environment/ 8. Article from CNBC - https://www.cnbc.com/2021/09/01/why-your-checking-and-savings-accounts-should-be-at-different-banks.html?&qsearchterm=checking%20savings Twitter Handles: Jessup Wealth Management (@JessupWealth) Mark McEvily (@MarkMcEvily) Matthew Jessup (@matthewcjessup)

Sep 9, 2021453100h 43m

The Independent Advisors Podcast Episode 113: The Real Risk of Investing

Sep 2, 202138 min

The Independent Advisors Podcast Episode 113: The Real Risk of Investing

Sep 2, 202138 min

The Independent Advisors Podcast Episode 113: The Real Risk of Investing

Show Notes! 1. Tweet from Callie Cox - https://twitter.com/calliea.../status/1431012659525300233... 2. Tweet from Liz Ann Sonders - https://twitter.com/lizanns.../status/1431242512434409475... 3. Tweet from Liz Young - Head of Investment Strategy at Sofi - https://twitter.com/lizyoun.../status/1431319360388407304... 4. Financial Planning Topic of the week - https://money.com/pay-off-student-loans-or-invest/? Twitter Handles: Jessup Wealth Management (@JessupWealth) Mark McEvily (@MarkMcEvily) Matthew Jessup (@matthewcjessup)

Sep 2, 202138 min

The Independent Advisors Podcast Episode 112: Taking about what's not talked about

Aug 26, 202135 min

The Independent Advisors Podcast Episode 112: Taking about what's not talked about

Aug 26, 202135 min

The Independent Advisors Podcast Episode 112: Taking about what's not talked about

1. Tweet from “10-K Carl” - https://twitter.com/10k_carl/status/1426250130873896962?s=11 2. Tweet from Nomi Prins - https://twitter.com/nomiprins/status/1428102593155325965... 3. Update on consumer credit from cnbc - https://www.cnbc.com/.../transunion-report-americans.../... 4. Tweet from Morgan Housel - https://twitter.com/morganh.../status/1427683412559552513... 5. Article written by Jonathan Clements - https://humbledollar.com/2021/07/go-to-extremes/? 6. Financial Planning Topic of the week - https://thefinancebuff.com/how-to-buy-i-bonds.html Twitter Handles: Jessup Wealth Management (@JessupWealth) Mark McEvily (@MarkMcEvily) Matthew Jessup (@matthewcjessup)

Aug 26, 202135 min

The Independent Advisors Podcast Episode 111: Is the Roth IRA Going Away?

Aug 20, 202142 min

The Independent Advisors Podcast Episode 111: Is the Roth IRA Going Away?

1. Article in ThinkAdvisor by Melanie Waddell - https://www.thinkadvisor.com/.../house-panel-crafting.../ 2. Tweet from Austin Lieberman - https://twitter.com/lieberm.../status/1421212550356770821... 3. Financial Planning Topic of the week - https://www.collaborativefund.com/blog/%24/ Twitter Handles: Jessup Wealth Management (@JessupWealth) Mark McEvily (@MarkMcEvily) Matthew Jessup (@matthewcjessup)

Aug 20, 202142 min

The Independent Advisors Podcast Episode 111: Is the Roth IRA Going Away?

Aug 20, 202142 min

The Independent Advisors Podcast Episode 110: Guest, Brian Feroldi!

Aug 14, 202129 min

The Independent Advisors Podcast Episode 110: Guest, Brian Feroldi!

Aug 14, 202129 min

The Independent Advisors Podcast Episode 110: Guest, Brian Feroldi!

Twitter Handles: Jessup Wealth Management (@JessupWealth) Mark McEvily (@MarkMcEvily) Matthew Jessup (@matthewcjessup)

Aug 14, 202129 min

The Independent Advisors Podcast Episode 109: Get to know Matthew Jessup!

Aug 6, 202140 min

The Independent Advisors Podcast Episode 109: Get to know Matthew Jessup!

Twitter Handles: Jessup Wealth Management (@JessupWealth) Mark McEvily (@MarkMcEvily) Matthew Jessup (@matthewcjessup)

Aug 6, 202140 min

The Independent Advisors Podcast Episode 109: Get to know Matthew Jessup!

Aug 6, 202140 min

The Independent Advisors Podcast Episode 108: How to Prepare for a Lengthy Bull Market

Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter Show Notes: 1. George Maroudas - https://twitter.com/ChicagoAdvisor/status/1414683578936475648 2. Ben Carlson - https://awealthofcommonsense.com/2021/06/how-to-prepare-for-a-lengthy-bull-market/ 3. Michael Batnick - https://theirrelevantinvestor.com/2021/06/09/the-shoeshine-indicator-is-dead/ 4. Jeff Levine - https://twitter.com/cpaplanner/status/1414643330667978761?s=11

Jul 28, 202138 min

The Independent Advisors Podcast Episode 108: How to Prepare for a Lengthy Bull Market

Jul 28, 202138 min

The Independent Advisors Podcast Episode 108: How to Prepare for a Lengthy Bull Market

Jul 28, 202138 min

The Independent Advisors Podcast Episode 107: Most Overlooked Tax Breaks for Retirees

Jul 16, 202140 min

The Independent Advisors Podcast Episode 107: Most Overlooked Tax Breaks for Retirees

Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter Show Notes: 1. https://twitter.com/davidschawel/status/1414671306675609604?s=11 2. https://www.topdowncharts.com/post/a-post-pandemic-investment-boom?fbclid=IwAR3jJpTKcPuF9vXnE6WbvT4Svy5nkxlFlmxINPS9HNJMjXZMdwU-PzhImu4 3. https://twitter.com/BP_Rising/status/1412090540775071747

Jul 16, 202140 min

The Independent Advisors Podcast Episode 107: Most Overlooked Tax Breaks for Retirees

Jul 16, 202140 min

The Independent Advisors Podcast Episode 106: It's normal to feel unprepared for retirement..

Jul 13, 202125 min

The Independent Advisors Podcast Episode 106: It's normal to feel unprepared for retirement..

Jul 13, 202125 min

The Independent Advisors Podcast Episode 106: It's normal to feel unprepared for retirement..

Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter Show Notes: 1. https://twitter.com/ChartingTrends/status/1411694642660139009 2. https://www.marketwatch.com/story/retirees-to-youngsters-its-not-as-bad-as-you-think-11622734329?reflink=mw_share_twitter 3. https://ofdollarsanddata.com/how-much-do-you-need-to-be-financially-independent/

Jul 13, 202125 min

The Independent Advisors Podcast Episode 105: Guide To Income For Early Retirees

Jul 8, 202146 min

The Independent Advisors Podcast Episode 105: Guide To Income For Early Retirees

Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter Show Notes 1. Tweet by Bill Brewster - https://twitter.com/billbre.../status/1408275555095662593... 2. Tweet by Drew Wells - https://twitter.com/billbre.../status/1408275555095662593... 3. Tweet by Michael Batnick - https://twitter.com/michaelbat.../status/1410986452398362626 4. Financial Planning Topic of the Week - https://www.forbes.com/.../guide-to-income-for-early.../...

Jul 8, 202146 min

The Independent Advisors Podcast Episode 105: Guide To Income For Early Retirees

Jul 8, 202146 min

The Independent Advisors Podcast Episode 104: Confidence of the U.S. consumer

Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter 1. Tweet from Ryan Detrick - https://twitter.com/ryandet.../status/1407535399875055618... 2. Tweet from Ben Carlson - https://twitter.com/awealth.../status/1407400615098134532... 3. Article in the Washington Post by Michelle Singletary - https://www.washingtonpost.com/.../cryptocurrency-401k.../

Jul 1, 202137 min

The Independent Advisors Podcast Episode 104: Confidence of the U.S. consumer

Jul 1, 202137 min

The Independent Advisors Podcast Episode 104: Confidence of the U.S. consumer

Jul 1, 202137 min

The Independent Advisors Podcast Episode 103: Embrace the peaks and troughs

Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter Show Notes: 1. Tweet by Brian Feroldi - https://twitter.com/BrianFeroldi/status/1403678732368424961 2. Tweet by Michaela Arouet - https://twitter.com/MichaelaArouet/status/1403471413063847940 3. Wonderful quotes from Ian Cassel - Founder of MicroCapClub - https://twitter.com/iancassel/status/1403912561657933830 4. Article in the WSJ by Justin Baer - https://www.wsj.com/articles/fidelitys-pitch-to-americas-teens-no-fee-brokerage-accounts-11621310461?st=4vhkif07s6poyl8&reflink=article_email_share 5. Blog post by Morgan Housel titled - https://www.collaborativefund.com/blog/how-to-do-long-term/ 6. Financial Planning Topic of the week - https://www.wsj.com/articles/whats-in-bidens-american-families-plan-proposal-11619621174

Jun 25, 202143 min

The Independent Advisors Podcast Episode 103: Embrace the peaks and troughs

Jun 25, 202143 min

The Independent Advisors Podcast Episode 103: Embrace the peaks and troughs

Jun 25, 202143 min

The Independent Advisors Podcast Episode 102: Retiring at age 65 is not a luxury

Jun 17, 202137 min

The Independent Advisors Podcast Episode 102: Retiring at age 65 is not a luxury

Jun 17, 202137 min

The Independent Advisors Podcast Episode 102: Retiring at age 65 is not a luxury

Show notes: 1. Tweet from Bloomberg - https://twitter.com/schuldensuehner/status/… 2. Blog post written by Ben Carlson - https://awealthofcommonsense.com/2021/06/…3. Article written by Christine Benz of Morningstar - https://morningstar.com/articles/807538/… Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter

Jun 17, 202137 min