Wealth Management Videos
Wealth Management Videos
Founders operating as solo LLCs often overpay taxes because the default structure subjects every dollar of profit to the 15.3% self‑employment tax. The video explains how a simple S‑corp election can dramatically reduce that burden. By paying themselves a “reasonable” salary—illustrated with a $150,000 wage on $500,000 profit—the payroll tax applies only to the salary, while the remaining $350,000 is taken as distributions exempt from self‑employment tax. This shift cuts the tax bill from roughly $76,500 to about $22,950, saving roughly $53,500 annually. The presenter contrasts “broke” founders who focus solely on revenue with “rich” founders who also ask, “How do I keep it?” He likens tax planning to a chessboard, emphasizing strategic moves over brute‑force earnings. For entrepreneurs, adopting an S‑corp structure can preserve up to $350,000 in potential tax savings, freeing cash for growth, hiring, or investment, and turning paper wealth into lasting financial strength.
The video spotlights a common misconception among high‑earning millennials: believing they spend roughly $15,000 a month when, in reality, their cash‑outflows are considerably higher. The speaker warns that neglecting to monitor the margin between income and expenses can leave viewers...
In the clip, veteran precious‑metal commentator Don Durrett argues that Jim Cramer’s public endorsement of gold is a lagging signal, arriving only after the market’s “fear trade” has already begun. Durrett points out that most investors who buy gold and silver...
In this episode of Behind the Ticker, Brad Roth interviews Paul Marino, chief revenue officer at Themes ETFs, to unpack two newly launched thematic ETFs – DRGN, a China‑focused generative AI fund, and BOTT, a global humanoid robotics fund. Marino...
The podcast "Be The Bank" introduces listeners to real‑estate note investing, featuring veteran note buyer Eddie Speed, who has purchased over 50,000 notes in a four‑decade career. Speed explains how investors can become the bank by buying seller‑financed mortgages or...
The Capital Allocators episode features Jeremy Grantham, co‑founder of GMO, discussing his lifelong view of market bubbles, value investing and the current AI‑driven frenzy. Grantham traces his upbringing in wartime Yorkshire, where scarcity bred frugality, to early stock‑picking experiments that taught...
The interview with Nick Kelly, portfolio manager of WHAM Alternative Assets, outlines the fund’s private‑markets strategy delivered through a listed investment company (LIC) on the ASX, aimed at delivering long‑term growth and franked dividends for retail investors. Kelly explains that the...
The episode tackles the silent risk that familiarity creates in investors’ portfolios – the tendency to over‑weight companies, markets or sectors that feel comfortable, which gradually skews the original risk profile. Hosts Howie Lim, Brites Gerial of Scythe and...
Consumers are moving away from soft‑luxury items such as handbags, with resale premiums for iconic Hermes Birkin and Kelly bags falling from roughly 2.2 times retail in 2022 to about 1.4 times last year. At the same time, demand for hard‑luxury assets—watches...
Ultra‑wealthy individuals are abandoning the traditional single‑hub model, opting to split residency, citizenship and investment across several global financial centers. Classic safe‑haven locations such as Switzerland, the United States, Hong Kong and Singapore are now complemented by emerging hubs like...
The video examines whether gold remains a viable hedge amid a puzzling market environment. Despite expectations that geopolitical tension and soaring U.S. spending would lift precious metals, gold has slipped roughly 15% since the Iran war began, even underperforming equities,...
The video, produced by the Fint financial‑literacy community, urges Gen Z and millennial viewers to begin investing early even when cash flow is tight. It frames saving over earning as the core principle and cites a World Economic Forum survey showing...
Morningstar’s 2025 "State of Retirement Income" paper, presented by Christine Benz, Amy Arnot and Jason Keepart, revisits the perennial question of how much retirees can safely spend. The team replaces the historic 4% rule with a forward‑looking framework that incorporates...
The video titled "How to Become A Millionaire (By Age)" delivers a blunt motivational premise: wealth is not a product of waiting for ideal conditions but of deliberately creating them. It urges viewers to abandon the “right moment” myth and...
MarketWatch’s short video tackles a common question—what a Roth IRA is and how a Roth conversion can be leveraged in today’s tax landscape, especially when taxpayers receive a $6,000 senior bonus. The host explains that the $720 tax savings from that...
The Rational Reminder episode spotlights Avantis’ debut of Canadian‑listed exchange‑traded funds, launched in partnership with CIBC’s ETF platform. After rolling out U.S. and European products, the firm finally offers domestic ETFs that hold securities directly in Canadian dollars. The new lineup...
The advisory conversation focused on constructing "wealth buckets" for retirement amid heightened volatility from recent interest‑rate hikes, geopolitical tensions, and market sell‑offs. Andrew Ginsel of Kooi Wealth emphasized that a well‑designed, diversified portfolio should absorb shocks without prompting reactive trades. Key...
The video features a marketer promoting an automation platform that claims to generate high‑ticket sales leads automatically, shifting from manual cold outreach to a hands‑free pipeline. He explains that the system uses algorithms to locate “ideal clients,” deliver them to his...
The Ask the Compound episode tackled a provocative question: which asset class will deliver the worst returns over the next five years—private markets or U.S. residential real estate? Host Duncan and guest Nick Mulli dissected recent capital inflows, the housing...
The video explains how the choice of investment account—Roth, traditional, or taxable—can be as critical as the securities held, outlining a three‑tier asset‑location framework. It recommends loading tax‑free Roth IRAs, Roth 401(k)s and HSAs with high‑growth indexed equity funds, using traditional...
The video titled “Patience Pays Better Than Genius” argues that in business and investing, endurance, not speed, creates lasting wealth. It points out that many equate intelligence with constant activity, yet the market rewards those who can wait. Patience multiplies returns...
The video centers on Paul Atkins, a former SEC commissioner during the 2002‑2008 era, who has resurfaced as the agency’s chair. The host argues that Atkins’s recent stint on the board of a private‑credit firm, Clearwater, signals a troubling overlap...
The FactSet Insight podcast with Christina Brattonova focuses on how investors can stress‑test portfolios by blending historical data with forward‑looking assumptions. Brattonova explains that rather than shocking each security individually, a multi‑asset factor‑based framework uses representative indices—market, regional, industry, style,...
The video argues that we are now playing the wrong financial game. It traces the shift from a gold‑backed, equity‑based monetary system to the fiat, debt‑driven regime created by Nixon’s 1971 decision, and shows how that change rewired the relationship...
The episode of “Other People’s Money” spotlights American farmland as the ultimate hard asset, featuring Chris Morris, president of Landfund Partners, an institutional investor managing over $400 million of irrigated row‑crop land in the U.S. Midsouth. Morris explains why water‑rich farmland...
The video explains dollar‑cost averaging (DCA), a strategy where investors commit a fixed amount of money at regular intervals, irrespective of market highs or lows. By automating purchases, DCA removes the need to predict market bottoms and spreads entry costs...
The episode of "Behind the Ticker" spotlights Pacer’s QDPL ETF, a product designed to give income‑focused investors, especially retirees, a higher cash‑flow stream while maintaining broad S&P 500 exposure. Host Brad Roth interviews Sean, who explains the fund’s genesis and...
The video breaks down how Canadian day traders are taxed, focusing on whether profits are treated as capital gains or business income and the resulting tax implications. It explains the CRA’s four‑factor test—trade frequency, holding period, time spent researching, and...
The video introduces the world’s first completely synthetic, lab‑grown meat, explaining how scientists coax animal cells to form real muscle fibers without raising livestock. This breakthrough promises a new protein source that could reshape the food supply chain. Key insights include...
HSBC strategists advise investors to lean into geographic, sector and asset-class diversification to manage geopolitical noise and structural shifts, with Asia—especially India—favored outside the US. They highlight trends including a weakening dollar, reshaped supply chains, onshoring in industrials and accelerating...
The podcast with CFA charterholder Raluca Filip focuses on helping financial advisors guide clients through heightened volatility, hesitation, and second‑thoughts about risk. Filip explains that investors often enter markets with bullish expectations and underestimate volatility, leading to panic when portfolios turn...
The video opens by emphasizing that knowing who you’re speaking to is the foundation of any successful venture, whether a product launch, marketing campaign, or broader business strategy. Kyle Grieve stresses that audience insight drives decision‑making and reduces costly missteps. He...
Morning Star’s Margaret Giles and Christine Benz explore where investors should park cash as yields retreat after Federal Reserve rate cuts. While nominal returns on cash‑type assets remain above inflation, the conversation underscores that cash’s primary function is preservation of...
In this Bloomberg Masters in Business episode, host Barry Ritholtz sits down with Matt Cherwin, co‑founder and chief investment officer of Merrick Capital, to unpack his 20‑year trading career and the firm’s contrarian credit strategy. Cherwin recounts moving from JPMorgan’s spread‑markets...
The video claims New York City’s mayoral plan would hike estate taxes from 16% to 50% and cut the exemption from $7.1 million to $750,000, a move the narrator says would immediately trigger estate planning and relocation among the city’s...
The video provides a brief weather update, highlighting today’s sunny conditions and mild temperatures. It notes a light breeze coming from the north, offering gentle cooling throughout the afternoon. Temperatures are forecasted to stay near seventy‑five degrees Fahrenheit, with no...
The video recommends three ETFs as core holdings for IRAs in 2026: Vanguard Total World Stock ETF (VT) for low-cost, globally diversified equity exposure, iShares Core U.S. Universal Bond ETF (IUSB) for higher-yielding, broad fixed-income cushioning, and Fidelity High Dividend...
The Rational Reminder’s 400th episode marks half‑century of index fund growth, featuring a NYSE‑hosted panel with Vanguard, S&P Dow Jones Indices, and the Investment Company Institute. Speakers traced how passive vehicles expanded from niche products to dominate more than half...
The video marks the 20th anniversary of Wealth Retreat, a five‑day immersion where seasoned property investors, led by Michael and national director Brett Warren, dissect the habits and mindsets that separate wealth creators from busy‑work investors. The retreat’s purpose is...
The video addresses how investors can protect their wealth amid heightened market volatility driven by geopolitical tensions and slowing U.S. growth. Financial advisors stress the importance of revisiting the time horizon for each goal and matching asset allocations accordingly, rather...
The latest Animal Spirits episode tackles a pressing question: will artificial intelligence render financial advisors obsolete? Host Michael and Ben invite AI‑focused guest Michael Kitsus to explore how rapidly evolving tools are reshaping the wealth‑management landscape, while also revisiting a...
The video outlines why 2026 is shaping up as a pivotal year for gold investing, highlighting the metal’s climb above $5,000 an ounce in January and the bullish sentiment on Wall Street. Analysts from JP Morgan, Wells Fargo and Goldman Sachs project year‑end...
The video argues that while global attention fixates on the Iran conflict, a far more consequential financial battle is unfolding in Washington: former President Donald Trump has openly declared war on the banking industry over a pending stable‑coin regulatory framework....
The Economist video examines whether UK graduates should rush to clear their student loans, outlining how the system works and why it feels like a punitive tax. Loans for those who started university between 2012‑2022 trigger repayments of 9 % of earnings...
Kevin Headland, co‑chief investment strategist at Manulife Investments, told BNN Bloomberg that investors should resist knee‑jerk reactions to headline news, especially amid heightened geopolitical uncertainty. He emphasized a disciplined, long‑term portfolio approach rooted in fundamentals rather than short‑term market noise....
The episode breaks down the quantitative logic of long‑term investing for minors, highlighting compounding power, tax‑advantaged accounts, and the impact of early contributions. It walks listeners through the math of a $5,000 initial deposit growing over 18‑25 years at various...
The advisory segment tackles the accelerating cost of private education in Australia, where senior school fees now approach $50,000 a year and are climbing at roughly 7% annually. With household incomes lagging behind, families risk facing six‑figure expenses per child...
The WealthBT podcast spotlights DBS’s chief investment officer Wayfolk’s outlook for 2026, centering on the barbell investment framework that pairs high‑growth secular themes with stable income assets. He outlines five headline ideas – artificial intelligence as the dominant growth engine,...
In this episode of Behind the Ticker, Brad Roth interviews Michael, the founder of the Founders 100 ETF (ticker FFF), to unpack the fund’s origin, methodology, and market positioning. Michael traces his three‑act career—from Wall Street to a tech startup and finally...
The podcast examines Australia’s capital gains tax (CGT) discount debate, featuring tax specialist Ken Raiss, who explains that the government is considering halving the current 50% discount to 25% or removing it entirely. The discussion frames the proposal as a...
