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The Adviser You Can Talk To Podcast

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It’s never too soon to become a more informed investor. In these exclusive podcasts from Adviser Investments, Chairman Dan Wiener and our team of experienced investment professionals discuss timely and informative topics for investors like you.

It’s never too soon to become a more informed investor. In these exclusive podcasts from Adviser Investments, Chairman Dan Wiener and our team of experienced investment professionals discuss timely and informative topics for investors like you.
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Location:

United States

Description:

It’s never too soon to become a more informed investor. In these exclusive podcasts from Adviser Investments, Chairman Dan Wiener and our team of experienced investment professionals discuss timely and informative topics for investors like you.

Language:

English

Contact:

617) 321-2200


Episodes

Get Smart: Saving and Paying for College

5/21/2019
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You may not be able to count on the stock market always going up, but there’s never a bear market for college costs. Tuitions continue to climb—having an education savings plan is more important than ever. Join Portfolio Manager Charlie Toole and two of our financial planning leaders as they discuss how to weigh the characteristics of 529 plans and UTMAs, financial aid considerations and and making adjustments to these investments as your future scholars grow up. Thanks for listening....

Duration:00:34:17

Mythbusters: 10 Investment Tall Tales Debunked

5/3/2019
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Every investor wants the market to be simple and predictable, and that’s led to numerous old Wall Street saws that regularly recur in the media. Ultimately, many of these myths come down to trying to predict the market—and that’s just not possible. Join Chairman Dan Wiener, Director of Research Jeff DeMaso and Deputy Director of Research Brian Mackey as they pour cold water on market-timing myths with straightforward talk backed by hard data. There are no shortcuts in investing—steer...

Duration:00:25:30

Getting Results: An Investor’s View of Earnings Season

4/23/2019
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Wall Street’s favorite time of year isn’t spring, fall or Christmas—it’s earnings season. Just like the holidays, all that built-up anticipation may lead to outsized emotional reactions—stocks can soar or tumble depending on what companies report. But do quarterly earnings mean much over the long term? Deputy Director of Research Brian Mackey and Equity Research Analyst Kate Austin break down what information goes into earnings reports—and what doesn’t—and help you understand the key facts...

Duration:00:14:18

Your Money’s Dynamic Duo: Investing & Financial Planning

4/9/2019
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Investing gets all the press, but when it comes to your wealth’s well-being, financial planning is key to success. To manage your complete financial picture requires a parallel focus on your long-term investment returns and the lifelong process of setting goals and protecting against down markets and unexpected risks. In this episode, Director of Research Jeff DeMaso and two of our financial planning leaders take a straightforward view of how to use investing and planning in tandem to...

Duration:00:17:37

AdviseHer Podcast: Differences in Women’s Investing

3/26/2019
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To celebrate Women’s History Month, Adviser Investments is pleased to announce AdviseHer, the first in a quarterly series of The Adviser You Can Talk To Podcast episodes that provide clear information about investing and financial issues that affect women. In this inaugural episode, Research Analyst Liz Laprade is joined by Vice President Sue Irwin and Account Manager Diana Linn as they discuss some common themes facing women investors in today’s marketplace, as well as how to overcome...

Duration:00:09:56

ESG Investing—Doing Well While Doing Good: Featuring Brian Mackey, Liz Laprade and Kate Austin

2/12/2019
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ESG investing has burst into the mainstream over the last decade and there are now many different approaches for investors to choose among. In this episode, Brian, Liz and Kate, three members of Adviser Investments’ research and investments team, break down the philosophy driving the different types of socially responsible investing and discuss how ratings firms screen companies for these types of portfolios. They then introduce two new ESG investment strategies recently launched by Adviser...

Duration:00:12:09

5 Financial Planning Resolutions for 2019: Interview With Victor Colella, Andrew Busa and Josh Jones

1/25/2019
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Many of us avoid taking inventory of our financial affairs, but it isn’t as complicated as it may seem. And we are here to help! Two of our financial planners join an Adviser Investments portfolio executive to detail five financial planning resolutions for the new year. As discussed in this episode, we’ve created a free companion document with key facts and figures that may come in handy. Get your copy of this useful reference guide by clicking here: bit.ly/2MQWJ4a.

Duration:00:16:09

How Will Social Security Benefit Me? Interview With Dina Milne and Alec Rosen

1/10/2019
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Getting the most out of Social Security may not be as complicated as it seems. And yet there are a lot of people who don’t get the full benefits they are due. In the second installment of a three-part series, two of our wealth planning professionals discuss some lesser-known Social Security benefits and how to figure out whether you are eligible for them. If you missed part one, When Should You File for Social Security?, you can catch up by clicking here: https://bit.ly/2Rk56uG.

Duration:00:12:03

The 7 Habits of Highly Effective Investors: Featuring Victor Colella and Rick Winters

12/20/2018
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While many of us may have 2018 tax returns on our minds, it’s not too soon to begin making tax-saving moves for 2019. Listen to Vice President Rick Winters and Financial Planner Victor Colella discuss seven key steps investors should consider as they look ahead to 2020. If you like this podcast or are looking for some similar content, we think you might be interested in the following complimentary reports. Key Financial Data: bit.ly/2T3np38 Making the Most of Your Charitable Giving:...

Duration:00:15:59

Medicare Made Simple: Interview With Victor Colella, Andrew Busa and Brad Sharp

12/6/2018
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A bit of knowledge can really pay off. Learning about Medicare today will help you avoid penalties and find the most cost-effective coverage down the line. Andrew, Brad and Victor, three of our experienced financial planning professionals, cover everything you need to know about Medicare and how to view it as part of your broader retirement needs and goals. We’ve also created a free companion document with key facts and figures that may come in handy. Get your copy of this useful...

Duration:00:16:20

What’s Your Number? Interview With Dan Wiener and Jeff DeMaso

11/13/2018
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With the stock market’s decline in October, we thought it was a good time for investors to ask themselves: What’s your number? What’s the size of the loss in your portfolio that keeps you up at night? And how can you try to prevent future sleepless nights?

Duration:00:06:45

When Should You File for Social Security? Interview With Dina Milne and Alec Rosen

10/18/2018
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Fewer people are retiring with pensions, making Social Security benefits an even more important piece of the retirement planning process. In the first of a three-part series, two of our wealth planning professionals discuss the basics of Social Security and what to consider before deciding when to start taking benefits.

Duration:00:08:15

Health Savings Accounts—Triple Tax-Advantaged Investing: Interview With Andrew Busa, Victor Colella and Kari Wolfson

10/11/2018
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Retirees today can expect to pay almost $300,000 in health care costs during their retirement. Our team of financial planning professionals discusses the potent tax advantages of health savings accounts and how they can be a part of your wealth management strategy.

Duration:00:09:30

Ten Years Later—Lessons From a Market Collapse (and Recovery): Interview With Dan Wiener and Jeff DeMaso

9/13/2018
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Lehman Brothers’ collapse 10 years ago kicked off the financial crisis. What lessons have we learned as long-term investors over the last decade? And how can you apply them to your portfolio going forward? Click here to see the episode image.

Duration:00:09:22

Bull Market Record, Bull: Interview With Dan Wiener and Jeff DeMaso

8/24/2018
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Are we in a record bull market or not? Does it matter? Learn what we think investors should focus on over the long term. Click here to see the episode image.

Duration:00:08:37

Are You Ready for Retirement? Interview With Liz Kesselman, Andrew Busa and Victor Colella

8/21/2018
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There’s no magic number or one-size-fits-all retirement strategy: The most important part is that you just start planning—the earlier, the better. Demystify the process with four simple questions. Click here to see the episode image.

Duration:00:18:08

Charitable Giving and the New Tax Code: Interview with Jeff DeMaso and Rick Winters

4/19/2018
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What impact will the new tax code have on your financial planning and your legacy? Here are some strategies to consider. Click here to see the episode image.

Duration:00:11:08

When Is the Right Time to Hire an Adviser? Interview With Jeff DeMaso and Claudine Schrock

3/20/2018
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Market volatility can feel overwhelming and lead to bad decisions by do-it-yourself investors. When should you call in a pro? Click here to see the episode image.

Duration:00:11:57

Making Sense of Market Corrections: Interview With Jeff DeMaso and Brian Mackey

2/21/2018
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Market corrections are normal. But when do they signal something more, and how should they factor into your long-term investment plans? Click here to see the episode image.

Duration:00:10:09

Operations and Your Adviser: Interview With Dan Wiener and Judy Weeden

2/9/2018
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Operations are the backbone of successful wealth management firms. From executing trades to protecting client assets and data, a dedicated operations department provides a valuable, behind-the-scenes safeguard for client accounts. Click here to see the episode image.

Duration:00:09:13