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The Adviser You Can Talk To Podcast

Markets and Investing

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.


United States


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.




617) 321-2200


Pandemic Watch: Early Signs of Stabilization in Rocky Markets

The past week has been a hectic one for the markets—anyone who’s been watching stocks’ and bonds’ daily moves might be suffering from whiplash at this point. In this special episode of The Adviser You Can Talk To Podcast, Director of Research Jeff DeMaso and Vice President Steve Johnson sat down to review the market landscape and our perspective as long-term investors. Topics covered include: Much remains unclear about the long-term consequences of this pandemic on our economy, but Jeff...


Coronavirus Crisis Update

We’re used to events and markets changing rapidly, but that pace has increased exponentially with the spread of the coronavirus. While alarm bells are ringing, we are sticking with our process and taking a rational approach to managing our clients’ wealth during this sudden bear market. Join Chairman Dan Wiener and Chief Investment Officer Jim Lowell as they discuss their perspectives on what’s happening in the markets, how Adviser Investments has prepared for a crisis like this and the...


Coronavirus and Your Portfolio: What to Know

In this timely podcast, Chief Investment Officer Jim Lowell, Director of Research Jeff DeMaso and Vice President Steve Johnson discuss what’s changed since the markets were trading at new highs less than a month ago. How are they seeing the coronavirus in the context of markets and the economy? Topics include: Fear tends to fill the vacuum when information is scarce. But making radical portfolio changes based on fear can do more harm than good over the long-term. To learn more about how...


Protecting Yourself With Long-Term Care Insurance

Today’s retirees are living longer, more active lives than ever—but many come to a point where they need some extra help. Even if an injury or illness means you or a loved one require assistance with the day-to-day tasks of life, there are often ways to get that care and still maintain your independence—but with costs rising across the board, it pays to start planning now. In this podcast, we cover the intricacies of how to anticipate and pay for long-term care needs,...


Strategic Retirement Planning: What’s the Best Account for You?

You’ve heard the names: Traditional IRA, Roth IRA, 401(k), brokerage account, health savings account. But which is the right one for you and your retirement plan? In this lively conversation, Vice President Rick Winters and Senior Financial Planner Andrew Busa discuss strategic ways to think about how to invest for your post-work goals. Topics include: health savings accounts Additional material referenced: Health savings account podcast episode Roth IRA podcast episode Roth conversion...


Maximizing Your Employee Benefits (Because You’re Worth It)

Employee benefits are one of the most powerful parts of your overall financial plan, but also one of the most commonly overlooked. Statistics show that effectively managing your benefits can boost them up to 30% of your compensation each year. That’s a fantastic return on the time invested. In this lively conversation, Senior Financial Planner Andrew Busa and Senior Account Manager Alden Witman go over numerous ways to take full advantage of what’s available to you and your loved...


Retirement Savings Rules Have Changed: Unpacking the SECURE Act

The SECURE Act, signed into law at the end of 2019, is the most significant new legislation affecting retirement investing in more than a decade. In this illuminating conversation, Vice President of Wealth Services Patrick Carlson sits down with Vice President Bob Lepson and Account Manager Geoffrey Turner to unpack the broad themes and impactful provisions of the new legislation. Among the discussion topics: It’s never too soon to be better informed about planning for retirement. To...


Iran Impacts: How Middle East Tension Affects Markets

The specter of conflict with Iran has dominated headlines recently. Should it also determine your investment strategy? In this episode of The Adviser You Can Talk To Podcast, Chief Investment Officer Jim Lowell and Deputy Director of Research Brian Mackey break down the research on past crises in the Middle East and their effects on: They also discuss the potential impact of a cyberattack on U.S. infrastructure. The Middle East has been plagued by turmoil, but markets have pulled through...


The Taxman Cometh: Required Minimum Distributions and Your Portfolio

You spend your whole career growing your tax-deferred investment accounts like 401(k)s, 403(b)s and IRAs. And once you reach age 70½, the IRS requires that you start withdrawing your savings (thus giving Uncle Sam his annual income-tax cut) through what’s known as required minimum distributions (RMDs). Understanding how RMDs work so you can avoid costly penalties and account for the tax liability is a critical element of every investor’s spending and saving strategy in retirement. In this...


Vanguard vs. Fidelity: What Today’s Investor Needs to Know

Vanguard’s and Fidelity’s growth and evolution over the past 25 years have been astounding to watch, and we’ve been paying close attention all the while. Getting data on their managers and services was once like squeezing water from a stone, but today’s investors are faced with so many funds and so much information that it’s easy to be overwhelmed. That’s where we come in. In this exclusive conversation, Chairman Dan Wiener and Chief Investment Officer Jim Lowell—who have spent decades...


All About Roth IRAs

Roth IRAs—you may have heard of this type of individual retirement account, but do you know how to use one? In this episode of The Adviser You Can Talk To Podcast, financial planning specialists Andrew Busa and Rick Winters give an in-depth explanation of the many uses of the Roth IRA, including details on: Don’t let this important tool in your financial planning arsenal go to waste—to learn how you can deploy Roth IRAs for maximum benefit, listen now! Curious about whether converting a...


Protect Yourself From Yourself: 5 Investing Biases to Know

Every investor has unique needs and goals driving their investment strategy. But the behaviors that can derail that strategy are universal. Failing to recognize and factor these innate biases into your investment decision-making can lead to missed opportunities or compound missteps. You can't control the stock market. But you can spot and fix your own bad investing habits. In this podcast, Chairman Dan Wiener and Vice President Josh Jones address five common behavioral biases that can...


AdviseHer: Dealing With Divorce—How to Financially Survive (and Thrive)

While younger couples are splitting up less often, the divorce rate for people 55 and older has tripled since 1990. These so-called “gray divorces” just before or during retirement emphasize the importance of knowing what you and your spouse have for assets and how your financial picture will change as a result. In this podcast, three wealth management professionals discuss their experiences helping clients and loved ones navigate the challenges of divorce and adjust to new financial...


Make Sure Your Charitable Giving Adds Up

At Adviser Investments, many of our clients are committed to supporting the causes that matter to them. Deciding on the best way to give can be a challenge, but it doesn’t have to be. In this episode of The Adviser You Can Talk To Podcast, portfolio executives and financial planners Charlie Toole, Kari Wolfson and Rick Winters review options that philanthropists of every stripe can use to maximize their impact while making smart tax decisions. Topics include: To listen to the podcast,...


5 Key Questions: Finding the Right Estate Attorney for YOU

You’ve worked to build a legacy for your loved ones—you deserve the peace of mind that comes with having trusted help in place to ensure your wishes are carried out. And there’s a lot more to it than merely drafting a will. Putting an estate plan in place can feel like a huge weight has been lifted off your shoulders. If you have any additional questions, give us a call! We’d be happy to speak with you. Referenced links: Estate Checklist (; 10 Questions for an Estate...


Your Legacy’s Instruction Manual: Trusts and How to Use Them

A trust might be the most powerful estate-planning tool you haven’t explored yet. And despite their reputation as a tool of just the very wealthy, they can be helpful for people across the income and wealth spectrum. Listen in to hear Adviser Investments’ experienced wealth managers and financial planners use real stories to explain what trusts are, what they’re designed to do, how legal and financial know-how intersects and how trusts may be able to benefit you. We hope you enjoy this...


Insurance Through the Ages: What Coverage Do I Need Now?

Insurance needs vary depending on what stage of life you’re in. But regardless of whether you’re just starting your career, building assets and raising a family, or headed into retirement, the world presents perils that require protection. And that’s where insurance comes in. Tune in to hear Victor Colella, CFP® together with Adviser Investments’ own Chris Hagan and Andrew Busa discuss how risks change over time and the types of insurance you might use to cover yourself at every...


Answering Your Questions About Social Security

Social Security can be complicated. Fortunately, our experts have answers to some of your most complex questions. In the final installment of a three-part series, wealth planning professionals Dina Milne and Alec Rosen take listener requests and cover some of the trickier aspects of Social Security, such as when to apply, eligibility rules and how and when you get paid. If you missed our previous discussions on Social Security, you can click these links to catch up and learn more about ...


AdviseHer: How to Know When Home Buying’s Right For You

Deciding when or even if you should buy a home can be a complicated, emotional process—and it’s something more women are doing on their own than ever before. In this episode of our AdviseHer podcast series, our presenters discuss the rise in female homeownership in recent years. They follow up by offering some tips drawn from their own and their clients’ experiences to help you determine what's right for you at your stage of life. Topics include:


The Sandwich Generation: A Bigger Role in an Aging Parent’s Affairs

As retirees are living longer, their adult children are becoming a growing “Sandwich Generation,” not just raising their own families but also caring for their aging parents. While increased longevity is to be celebrated, the role reversal of children assuming more control over their parents’ affairs can be challenging for everyone involved. Join Account Manager Dina Milne and Account Executive Claudine Schrock as they outline the key steps for successfully starting the conversation and...