SA For FAs - Seeking Alpha | My Podcast Data

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Best Practices: Handling Speculation Demand Among Younger Clients

Friday, June 11, 2021 • Duration 11:39

Guest podcaster Jason Kirsch, CFP(R) discusses increasing demand for speculation among his younger clients.
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The Asset Allocator: DIY Disasters Are Avoidable

Tuesday, June 1, 2021 • Duration 05:13

The huge and rapid across-the-board gains of the current market make now the most relevant time to remind investors of the protective value of asset allocation. This podcast (5:46) argues that we should reduce risk and aspire to steady returns. While we cannot predict the future — indeed, because we cannot predict the future — we should plan our finances in such a way as to avoid calamitous outcomes.
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The Asset Allocator: MMT - Neither Modern Nor Monetary Nor A Theory

Tuesday, March 30, 2021 • Duration 07:03

From Ancient Rome to Argentina under Peron to the U.S. over the past two decades, extreme spending unmoored to tax revenue has a hoary history ill befitting the title “Modern” Monetary Theory. This podcast (7:42) argues that MMT is not a theory awaiting adoption but rather a description of the bipartisan policy of the United States for some time now, though never more so than under its current “go big” moniker. But will “go big” become “go bankrupt?”
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Retirement Advisor: Client Hand-Holding

Monday, December 16, 2019 • Duration 04:53

Not only have people not saved enough for retirement, but they have not planned enough. The two are doubtlessly related. This podcast (5:10) suggests that client hand-holding at its best involves explaining concepts and providing a sounding board so that investors can make better-informed, and thus better, decisions.
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The Asset Allocator: An Idiosyncratic Approach To Foreign Investing

Friday, December 13, 2019 • Duration 06:40

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Retirement Advisor: Mark Mappa Maintains ‘Cash Flow Is King’

Thursday, December 12, 2019 • Duration 20:43

Mark Mappa of Mappa Wealth Management in Glenview, Ill., is a financial advisor and author of a new book called “Cash Flow is King.” In this podcast (21:00), Mappa makes a forceful distinction between clients with millions of dollars, but not enough to retire, and clients with just hundreds of thousands of dollars who will be quite comfortable.
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The Asset Allocator: A Fine Analysis From J.P. Morgan

Wednesday, December 11, 2019 • Duration 05:46

A 2020 investment outlook from J.P. Morgan Asset Management offers a perceptive macro-analysis. This podcast (6:03) suggests that we not look to these outlooks for their investment recommendations, but as an exercise in thinking, to deepen our understanding of markets, something this analysis succeeds at.
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Retirement Advisor: Three Unknowns

Tuesday, December 10, 2019 • Duration 06:01

Among the unknown variables which advisors must address through their retirement planning is the uncertainy of our mortality, the ambiguity of investment performance and the anxiety of financial pressures. This podcast (6:18) suggests that helping with these issues can enhance clients’ feeling of well-being, as evidenced by a recent study showing advised investors feeling financially secure at over twice the rate of unadvised investors.
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The Asset Allocator: The UK’s Lose-Lose Elections

Monday, December 9, 2019 • Duration 05:37

The British pound hit a 31-month high against the euro last week, presumably because the Conservatives maintain a healthy lead over Labour in this week’s elections. This podcast (5:54) highlights the reasons why investors will not come out ahead in this election, no matter the outcome.
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Retirement Advisor: Thoughts On A Visit With A 95-Year Old

Friday, December 6, 2019 • Duration 05:10

A recent visit with a 95-year-old was a reminder of the relative rarity of such encounters. This podcast (5:27) illustrates the health, investing and income implications of reaching a ripe old age, and encourages learning from the wisdom and experience of the elderly to whom we have access.
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SA For FAs – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

SA For FAs – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities