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| Episode | Date |
|---|---|
|
Roth Conversions and All Things IRA
|
Nov 20, 2025 |
|
2025 3rd Quarter Review and Outlook For the Rest of the Year
|
Oct 21, 2025 |
|
Recent Data Drives Markets To New Highs
|
Sep 11, 2025 |
|
2025 1st Half Review and Outlook for Remainder of the Year
|
Jul 24, 2025 |
|
Investing Into A Volatile Market
|
Jul 15, 2025 |
|
Tariff Turmoil Rattles Markets
|
Apr 10, 2025 |
|
Municipal Bond Management
|
Mar 05, 2025 |
|
The Year in Review and Outlook for 2025
|
Jan 28, 2025 |
|
Wealth Beyond Measure: Insights From Ultra-High Net Worth Interviews
|
Dec 02, 2024 |
|
2024 3Q Review and Current Outlook
|
Nov 04, 2024 |
|
Replay of Book Lunch: Power Players-Sports, Politics, and the American Presidency
|
Nov 03, 2024 |
|
The US National Debt: Debt or Alive
|
Sep 19, 2024 |
|
2024 Mid-Year Review
|
Jul 26, 2024 |
|
The Top Investment Topics Of 2024
|
Jun 18, 2024 |
|
Special Needs Trusts and Maximizing Government Benefits
|
May 08, 2024 |
|
Q1 Recap and Market Outlook
|
Apr 25, 2024 |
|
Artificial Intelligence Is All The Rage
|
Mar 06, 2024 |
|
Tax Reports In Advance of April 15th
|
Feb 16, 2024 |
|
2023 Recap and 2024 Outlook
|
Jan 22, 2024 |
|
Year End Tax Planning and Portfolio Management
|
Dec 12, 2023 |
|
3rd Quarter 2023 Market Review & Outlook
|
Oct 27, 2023 |
|
1st Half 2023 Market Review
|
Jul 27, 2023 |
|
Cross Border Wealth Creates Unique Opportunities & Challenges
|
Jul 27, 2023 |
|
Interest rates, banking crisis, and debt ceilings..oh my
|
May 16, 2023 |
|
1st Quarter 2023 Review
|
May 02, 2023 |
|
Tax Planning With Retirement Accounts and The SECURE Act
|
Apr 05, 2023 |
|
Residential Real Estate Takes Center Stage
|
Mar 08, 2023 |
|
Is Traditional Asset Allocation Dead?
|
Jan 20, 2023 |
|
Financial and Cyber Security In the Modern World
|
Oct 20, 2022 |
|
3rd Quarter Market Review
|
Oct 18, 2022 |
|
Navigating Overseas Investment Opportunities
|
Sep 08, 2022 |
|
2022 First Half Review
|
Aug 02, 2022 |
|
Private Wealth Intersects With Family Engagement
|
Jul 05, 2022 |
|
Markets Back in Crisis Mode
|
May 31, 2022 |
|
ESG Investing Is All The Rage
|
May 26, 2022 |
|
2022 First Quarter Review
|
Apr 26, 2022 |
|
Tax Time
|
Apr 06, 2022 |
|
The Digital World
|
Mar 29, 2022 |
|
The Bond Market In Focus
|
Feb 16, 2022 |
|
2021 Review, Recent Market Volatility, and The Outlook For 2022
|
Jan 25, 2022 |
|
Keeping Up With The Art Market
|
Dec 15, 2021 |
|
Where Do We Go From Here?
|
Nov 30, 2021 |
|
Inflation, Inflation, & Inflation
|
Oct 26, 2021 |
|
3rd Quarter Review and Outlook Going Forward
|
Oct 18, 2021 |
|
Back to School: Finance 201
|
Sep 29, 2021 |
|
Working Together During Covid & Behind Marc to Markets
|
Aug 26, 2021 |
|
Medical & Dental Practices Are Consolidating Like Never Before
|
Jul 22, 2021 |
|
2021 1st Half Review and Outlook for Remainder of Year
|
Jul 15, 2021 |
|
The Biden Tax Plan Explained
|
Jun 14, 2021 |
|
Succession Planning and Preparing to Sell a Business
|
May 06, 2021 |
|
1st Quarter 2021 Review and the Path Forward
|
Apr 21, 2021 |
|
Managing Your Cash Conundrum
|
Mar 24, 2021 |
|
March Madness Returns: Winning Your Bracket
|
Mar 16, 2021 |
|
Today's Top Market Stories: Inflation, Growth, GameStop & Bitcoin
|
Feb 23, 2021 |
|
Real Estate Before, During, and After Covid
|
Feb 05, 2021 |
|
2021 Outlook and 2020 Year In Review
|
Jan 27, 2021 |
|
Outdoor Dining During Covid: Innovation Amidst Disruption
|
Dec 04, 2020 |
|
Post Election & Year-End Tax Planning
|
Nov 18, 2020 |
|
Market Outlook and the Planning For the U.S. Election
|
Oct 14, 2020 |
|
Here Today, Gone Tomorrow: Corporate Bankruptcy During Covid-19
|
Sep 28, 2020 |
|
Top Trending Investment Questions Answered
|
Aug 27, 2020 |
|
Back to (Virtual) Business
|
Jul 30, 2020 |
|
The Markets at Mid-Year
|
Jul 22, 2020 |
|
Covid-19's Impact on Hospitals and Healthcare
|
Jul 02, 2020 |
|
Covid-19: Market & Economic Update - June 2020
|
Jun 15, 2020 |
|
Covid-19‘s Impact on the Restaurant Industry
|
May 28, 2020 |
|
Covid-19 Update and A Look Inside The Fed
|
May 19, 2020 |
|
Planning & Investment Opportunities In A Bear Market
|
Apr 27, 2020 |
|
Covid 19: Q1 Review & The Path Forward
|
Apr 22, 2020 |
|
Covid-19’s Impact on the Sports World
|
Apr 22, 2020 |
|
Covid-19 Update 2 & Planning in Bear Markets
|
Apr 01, 2020 |
|
Covid-19 & Market Turmoil
|
Mar 24, 2020 |
|
Politics, Economics & The Coronavirus
|
Mar 09, 2020 |
|
Cancer: Treatment Today, Cutting Edge Innovation, and The Investment Opportunity
|
Feb 13, 2020 |
|
Reflections on 2019 & Outlook for 2020
|
Jan 07, 2020 |
|
All About IPOs
|
Dec 10, 2019 |
|
Modeling Your Financial Future
|
Nov 01, 2019 |
|
The Rise Of Artificial Intelligence
|
Oct 08, 2019 |
|
Back To School: Finance 101
|
Sep 03, 2019 |
|
The Business & Culture of Youth Sports
|
Aug 19, 2019 |
|
The Markets At Mid-Year
|
Jul 08, 2019 |
|
Everything You Want to Know About Cannabis But Are Afraid To Ask
|
May 31, 2019 |
|
Replay of Book Lunch: The History of the Deli
|
May 13, 2019 |
|
Bonds In A Low Interest Rate World
|
Apr 18, 2019 |
|
March Madness is Here: Fill Out Your Brackets and Win Your Pool
|
Mar 19, 2019 |
|
Inside Philanthropy
|
Mar 04, 2019 |
|
Understanding Millennials
|
Feb 01, 2019 |
|
Reflections on 2018 & Outlook for 2019
|
Jan 03, 2019 |
|
Where Have All The Traders Gone? Computer Trading Takes Over Wall Street
|
Dec 05, 2018 |
|
The October Correction: What It Tells Us About The Market and How To Manage Portfolios
|
Nov 05, 2018 |
|
How to Protect Yourself and Your Money If and When Bad Things Happen
|
Oct 08, 2018 |
|
Sustainable Investing: You have heard of it, now learn about it.
|
Sep 17, 2018 |
|
Why Being Good at Investing Isn't Part Of Human Nature
|
Aug 09, 2018 |
|
China: Ghost Cities or Global Growth Leader
|
Jul 09, 2018 |
|
The Amazon Effect
|
May 30, 2018 |
|
Bitcoin, Blockchain, and Cryptocurrency: Fad or the Future?
|
Apr 25, 2018 |
|
A Roundtable On Residential Real Estate
|
Feb 01, 2018 |
|
A Discussion on Financial Security
|
Oct 12, 2017 |
|
A View From the C-Suite
|
Jul 11, 2017 |
|
The Trump Tax Plan: What It Is and What To Do
|
May 23, 2017 |
|
Trumpcare and Obamacare, the Truth Behind the Headlines
|
May 23, 2017 |
|
2017 Outlook For The Capital Markets
|
Mar 06, 2017 |
|
The Municipal Bond Market Now
|
Oct 20, 2016 |
|
Can The Stock Market Keep Going Up?
|
Jul 12, 2016 |
|
The US Oil and Energy Market: An Overlooked Opportunity?
|
Apr 12, 2016 |
|
Economic Outlook 2016 and Best Planning Strategies For The Year Ahead
|
Feb 25, 2016 |