Greggs, Domino’s Pizza & Asda: Why They’re Pivoting
In this episode Dan Coatsworth and Charlene Young discuss the latest market dynamics amid the Middle East conflict, highlighting a modest risk appetite as oil dips below $100 per barrel and fund managers remain cautiously bullish despite a bearish sentiment survey. They examine BP’s delayed earnings boost from higher oil prices, Vistry’s leadership change, and the collapse of house‑flipping models, before turning to consumer pivots by UK brands like Greggs, Domino’s, Asda and rumored Lidl mobile entry. The hosts also explore investment strategies for retirees, emphasizing cash buffers to mitigate sequence risk, and warn about pension scams as winter fuel payment recoveries begin.
Transform Tax Season Into Year-Round Client Value with Dr. Brianne Smith
In this episode, Kerry Simmet talks with Dr. Brianne Smith, a CPA and financial planning veteran, about how integrating personal financial planning (PFP) transforms a CPA’s client service model. Smith explains that adding planning not only deepens client relationships and...
Do You Want a Plan or a Crisis? Connecting the Older and Younger Generation in Farm Transition
In this Real Agriculture episode recorded at the Advancing Women’s Conference, senior wealth advisor Sandra Misenko‑Merkley discusses the critical importance of financial succession planning for farm families. She emphasizes the need for a multidisciplinary team—including accountants, lawyers, and insurance strategists—to...
A Better Way to Money
In this brief episode of "A Better Way to Money," host Jennifer Bourget recaps the podcast's mission to explore the emotional and relational aspects of finance, emphasizing that money decisions are tied to deeper life values. She debunks the myth...
Private Trust Company Design Considerations for Family Wealth Planning
In this episode, ACTEC Fellow Elise McGee explains the key design considerations for private trust companies (PTCs) used by ultra‑high‑net‑worth families. She clarifies why a PTC should be separate from a family office, outlines regulatory choices between regulated and unregulated jurisdictions,...
How To Avoid The Pain of Estimated Tax Payments in Retirement #301
In episode 301 of Retire with Ryan, host Ryan Morrissey explains why underpayment penalties for estimated taxes are soaring—$1.3 billion in 2024, triple the 2021 amount—and how retirees can avoid them. He outlines the IRS’s safe‑harbor rules (paying 90% of the...
Deep Dive #8: Making Your Pension Last and Navigating Inheritance Tax Changes
In this deep‑dive episode, AJ Bell’s Tom Sieber and policy director Tom Selby explore how retirees can make their pension pots last, focusing on the shift from guaranteed annuities to flexible drawdown and the strategic use of both options. They discuss...
Mariner's Krumpelman: Buckle up to Ride the S&P to 7,700 by Year's End
In this episode, host Chuck Jaffe interviews three experts—Jeff Crumpleman of Mariner Wealth Advisors, John Cole Scott of CEF Advisors, and James Abate of Horizon Investments—about navigating the current market volatility. Crumpleman reaffirms his pre‑war forecast that the S&P 500 will...
Capitalizing on Opportunities to Serve High-Net-Worth Clients
In this episode, ABA’s Mark Benskin discusses the evolving wealth‑management landscape, highlighting the rapid rise of Registered Investment Advisors (RIAs) and their appeal to high‑net‑worth clients due to greater independence and higher revenue shares. He explains how community banks can...
Morgan Creek's Yusko Says to Invest in 'Uncomfortable Areas' Now
In this episode, Morgan Creek’s Chief Investment Officer Mark Yusko argues that the best opportunities lie in areas that make investors feel uncomfortable, highlighting the need to look beyond popular, over‑bought stocks. He discusses the current market volatility, the appeal of...
Opal Capital's Wicker: The Impact of Today's Headlines Will Be Short-Lived
In this episode, host Chuck Jaffe and Opal Capital president Wayne Wicker discuss why market reactions to headlines are often fleeting, emphasizing a long‑term perspective that has historically yielded 13‑14% gains over six months despite short‑term panic. The conversation then...
Listener Questions: Should I Take Social Security Early and Invest It?
In this episode, host Roger Whitney shares two "Rocking Retirement in the Wild" stories—one about a retiree who finds joy in doing nothing and another about a Navy veteran fulfilling a lifelong dream of flying the longest nonstop flight. The...
Retirement Lessons Learned: EDU #2614
In this episode, certified financial planners Jim Saulnier and Chris Stein discuss retirement planning through the lens of a listener’s mother’s experience, focusing on survivor benefits, pension options, and secure income for spouses. They emphasize the importance of electing full...
Planning for Pensions and IHT
In this episode, hosts Roger Engelbert and Peter Liberace discuss the upcoming change on 6 April 2027 that will bring most unused defined‑contribution pension funds back into a person’s estate for inheritance‑tax (IHT) purposes. They trace the history from the original pension‑only‑income...
Q1 ETF Flow Trends & Next Evolution Options Strategies (NEOS)
In the Q1 2026 episode, Nate Geraci and Cynthia Murphy dissect record ETF inflows of over $460 billion, highlighting a shift toward low‑fee, safety‑first products amid market volatility and geopolitical tension. They note the surge of money‑market and ultra‑short bond ETFs,...