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Media and Your Money

Business

Media and Your Money unveils the inconsistent movements and volatility with the access to information age. The program will uncover the pitfalls of buy and hold and redefine buy and rebalance. The show empowers the average investor to live a life of significance and learn how to use the streaming media to their advantage and accomplish their short and long term financial goals. We will demonstrate how to unemotionally invest with a plan, a process and with purpose.

Location:

Tempe, AZ

Description:

Media and Your Money unveils the inconsistent movements and volatility with the access to information age. The program will uncover the pitfalls of buy and hold and redefine buy and rebalance. The show empowers the average investor to live a life of significance and learn how to use the streaming media to their advantage and accomplish their short and long term financial goals. We will demonstrate how to unemotionally invest with a plan, a process and with purpose.

Language:

English

Contact:

4700 Falls of Neuse Road South Tower Suite 440 Raleigh, NC 27609 919-783-8500


Episodes
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"Sunsetting" Business and Investment Property with a 1031- DST Exchange

7/17/2014
Are you ready to Sunset or unwind your worn down business property? Tired of wrestling with upkeep or maintenance of the location? Maybe you are looking for a real estate investment strategy? Learn how you can benefit from exchanging investment properties! Our approach is designed to educate you, connect you with successful opportunities, and help you reach your financial goals. Weston Banks 1031 offers a model for deferring taxes and strategically finding the perfect replacement property.

Duration:00:46:19

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Media and Your Money Thursday, July 10, 2014

7/10/2014

Duration:00:56:05

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Media and Your Money Thursday, July 3, 2014

7/3/2014

Duration:00:37:38

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Median and Your Money with Jason Steele

6/26/2014

Duration:00:54:59

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What is Tactical Tilt in an Asset Allocation Methodology?

6/19/2014
What is the best way to avoid the common pitfalls of investor psychology? How do you currently overcome emotional over-rides on your current strategy? This week on Media and Your Money we have Paul Keaton of Dorsey Wright and Associates. Come break down the walls of traditional money management and learn about the “Tilt” allocation concept as a defensive strategy. You will hear about the power of relative strength and how to capitalize on emerging market momentum and much more on this outside the box investment manager.

Duration:00:56:51

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Media and Your Money with Jason Steele

6/12/2014
How do you pick stocks? How do you pick a money manager? How does the access to information affect your investment choices? Join your host, Jason Steele as he searches for the common denominator in today’s markets and hints on the financial Wake-Up Media call and its big disconnect in today’s marketplace.

Duration:00:22:52

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How to lead a life of Significance vs Success

6/5/2014
What does it look like to change your habits, mind and lifestyle to lead a life of significance? With a growing technological economy and society, it seems more than ever that we are resistant to changing our hearts In the constant pursuit of responding to emails and texts in a pursuit of some sort of success. With special guest Steve Swayne of StepUp ministry, come explore how to be significant and allow yourself to be engineered for giving.

Duration:00:55:31

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Does your Asset Allocation need an Airbag?

5/22/2014
When investing, are you ever concerned with the maximum drawdowns your portfolio can experience? Don't you just want to throw in an airbag to limit downside losses? Come listen in how to protect your retirement with F-Squared’s AlphaPremium US equity index portfolio. Designed to meet the real needs of the marketplace, the AlphaSector Premium offers participation in rising markets and downside risk management in declining markets. With the disciplined quantitative model, the sophisticated algorithms are used to project the probability of loss versus gain for any of the nine S&P 500 sectors. With special guest, Thomas Hagstrom, CFA, of the F-Squared Investment Committee, come listen how F-Squared became the largest provider of ETF separately managed accounts in 2013. Mr. Hagstrom, Senior Vice President, has over 20 years of experience in financial markets, with responsibilities in business development, portfolio management, and sales and trading.

Duration:00:41:50

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Understanding the World of Real Estate 1031 Exchanges

5/15/2014
Frequently, individuals and investors pool money and form partnerships or LLC’s to acquire and operate investment properties. However, unwinding them is not as easy. With special guest, Whitney Brennan, tune in to hear how to maximize returns and save taxes with a 1031 Exchange. What type of property qualifies, what is considered like-kind and what are some of the identification requirements. Whitney is a Vice President with Investment Property Exchange Services, Inc. Prior to joining IPX1031®, Whitney held key management and business development positions at other nationwide 1031 companies. With over 15 years of real estate industry experience, much of it focused on 1031 Exchanges, Whitney is an invaluable asset to investors, real estate, legal and tax advisors with her vast 1031 Exchanges knowledge and experience. Whitney frequently lecturers on 1031 Exchanges and provides continuing education seminars for attorneys, accountants, financial planners, real estate professionals and investors. She received her Bachelor’s Degree in Political Science from the University of California, Berkeley.

Duration:00:54:27

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Special Encore Presentation: Passive investing vs Tactical Investing which is for you?

5/8/2014
With special guest Dave Armstrong of Good Harbor Financial, a long term tactical manager, come explore the pitfalls of mutual fund investing and why Tactical Investing may make sense for your IRA and other qualified plans. David Armstrong, Portfolio Manager, is primarily responsible for working with advisory firms and investors to understand tactical asset allocation as they assess Good Harbor and its investment strategies. With 27 years of professional experience, David's previous companies include Honeywell, RR Donnelley and Oracle. Prior to joining Good Harbor, he was a director of research conducting analysis on the nature and structure of competition in the credit card market for financial firms. David earned a MBA from the University of Chicago Booth School of Business and a BA from Knox College.

Duration:00:52:41

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Passive investing vs Tactical Investing which is for you?

5/1/2014
With special guest Dave Armstrong of Good Harbor Financial, a long term tactical manager, come explore the pitfalls of mutual fund investing and why Tactical Investing may make sense for your IRA and other qualified plans. David Armstrong, Portfolio Manager, is primarily responsible for working with advisory firms and investors to understand tactical asset allocation as they assess Good Harbor and its investment strategies. With 27 years of professional experience, David's previous companies include Honeywell, RR Donnelley and Oracle. Prior to joining Good Harbor, he was a director of research conducting analysis on the nature and structure of competition in the credit card market for financial firms. David earned a MBA from the University of Chicago Booth School of Business and a BA from Knox College.

Duration:00:52:41

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The Death of Cable

4/24/2014
Listen in on why nearly 3 million Americans have already cut the cable bill. Learn about three companies could help your retirement portfolio as the next generation streaming media and why you can profit from it.

Duration:00:49:35

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Why Buy and Hold Is Dead

4/17/2014
We come out of our office, check our phone and there it is, the earnings announcement for your most loved stock, missed guidance. You surf to yahoo finance to watch the stock begin to pull back. Fear creeps in, because you are about to loose principal and /or profit? Why buy and hold is dead will uncover the inconsistent movements and higher volatility in the equity markets in this new access to information age. The hour will discuss the long term rise in CNBC and the viewership on how the network taps into the emotions of the everyday investor and how having a plan and a process can protect your portfolios from a potential long term drawdown.

Duration:00:42:24