Episode 49

Episode 49

Playing the Markets

In this episode, Mark continues his discussion about "hindsight-itis" and playing the markets in order to invest for success. He also dives into "The Headline vs. the Bottom Line".

May 13, 2016

 
 

Episode 48

Episode 48

Hindsight-itis

In this episode, Mark addresses the "hindsight-itis" plaguing the financial industry, and helps investors understand what Wall Street is trying to sell them.

May 11, 2016

 
 

Episode 47

Episode 47

Special Guest: Kevin Distad

Mark speaks with special guest Kevin Distad, a Senior Wealth Advisor at Nepsis Capital Management.

May 10, 2016

 
 

Episode 46

Episode 46

Investment Types

Mark discusses the importance of all types of investments and breaks down the latest headlines from Wall Street.

May 9, 2016

 
 

Episode 45

Episode 45

On another installation of 'The Headline vs. The Bottom Line", Mark discusses the utilities sector and the predictability of investors.

May 6, 2016

 
 

Episode 44

Episode 44

Maintaining a Successful Business

In this episode, Mark has two special guests on the show to discuss how to maintain a successful business. 

May 5, 2016

 
 

Episode 43

Episode 43

Volatility

In this episode, Mark talks more about volatility in terms of investment. He shares tips on how to avoid the stress surrounding volatility.

May 4, 2016

 
 

Episode 42

Episode 42

Stocks, Bonds, and Mutual Funds

In this episode, Mark talks about the long-term risks and complications of mutual funds, stocks and bonds.

May 3, 2016

 
 

Episode 41

Episode 41

Trusting Your Financial Advisor

In this episode, Mark talks about the risks and negative generalities of working with a financial advisor. He warns listeners about hidden fees and other tricks advisors try to sneak by their clients. Mark also answers listeners' questions about investing. 

May 2, 2016

 
 

Episode 40

Episode 40

Legacy Planning

In this episode, Mark discusses a tough topic: the importance of planning your finances and investments for the future. 

April 28, 2016

 
 

Episode 39

Episode 39

Bonds

In this episode, Mark discusses bonds, as well as investor confidence and sentiment toward bonds and income, particularly as retirement approaches.  

April 27, 2016

 
 

Episode 38

Episode 38

Estate Planning

In this episode, Mark discusses the importance of estate planning and embracing change.

April 26, 2016

 
 

Episode 37

Episode 37

Managing Expectations

In this episode, Mark talks about managing your expectations when it comes to investing, as well as legacy planning. 

April 25, 2016

 
 

Episode 36

Episode 36

In this episode, Mark discusses portfolios, mutual funds, ETFs, stocks, financial advising and more.

April 22, 2016

 
 

Episode 35

Episode 35

Special Guest: Tim Voorhees

Mark hosts attorney and tax specialist Tim Voorhees on the show to discuss a variety of topics, including estate planning and taxes.

April 21, 2016

 
 

Episode 34

Episode 34

What Do I Do Now?

In this episode, Mark answers some investing questions, including: What do you do when a market is going straight up? What do you do when the news has been so negative and the markets rebound? and other situational questions.

April 20, 2016

 
 

Episode 33

Episode 33

Investment Policy Statement

In this episode, Mark dives into Dollar & Sense and discusses Common Sense and the importance of an investment policy statement.

April 19, 2016

 
 

Episode 32

Episode 32

Strategic Cost Averaging

In this episode, Mark discusses Strategic Cost Averaging, the value of the stock market, and investment philosophy. 

April 18, 2016

 
 

Episode 31

Episode 31

The Bottom Line

In this episode, Mark talks about real estate as a form of investment, investor behavior, and the false threat of an upcoming economic crash.  

April 15, 2016

 
 

Episode 30

Episode 30

Tax Strategies

In this episode, Mark discusses bear and bull markets, as well as tax strategies. 

April 14, 2016