Hosted by Unknown Host · 🇺🇸 US · EN-US · 25 episodes
Established thought leaders with verified media credentials.
Welcome to Sage Planning Solutions your go-to podcast for demystifying the complex world of financial markets, investing, and risk management. Join us as we embark on a journey to unravel the mysteries of financial planning. In each episode, our hosts will walk you through the intricacies of investing and share practical tips on risk management. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC
Unknown Host hosts Sage Planning Solutions, a business show with 25 episodes published.
Episode Description: Shredding Market Narratives The headlines say one thing. The market does another. In this episode, we break down the disconnect between price action and media narratives — and why at Sage Planning So
In this episode, with Senior Portfolio Manager David Cox from Raymond James Ltd., we have a discussion about international conferences, market dynamics, real estate trends, and investment strategies with a focus on globa
In this episode, I sit down once again with returning guest Portfolio Manager James Abate, one of our most requested voices on markets and macro trends. We dive straight into what’s shaping investor behavior heading into
What do tariffs, market valuations, and the GDP tell us about how markets move? In this high-voltage episode, our guest Bob Stein breaks down policy moves, volatility trends, and the truth behind media noise. We unpack w
This is Part Two of our conversation on market volatility from April 7th, 2025, and the emotional toll it can take on even the most seasoned investors. What a difference a month makes. In this episode, we revisit the que
We recorded this on 04/07/2025 @9 PM PST. In this episode, we address the current volatility shaking the stock market—driven in part by ongoing tariffs and global economic uncertainty. Emotions are running high, and we’r
In this episode with Bob Stein, recorded in December 2024, we analyze the latest election results and their implications for policy shifts that could significantly impact economic growth and equity markets. We explore ke
In this episode, we welcome special guest Julie Ann Soward, a seasoned estate law and tax expert. Together, we dive into the critical yet often misunderstood world of estate planning. From uncovering common pitfalls to d
Podcast Description for Spotify: Join us for an insightful discussion with Portfolio Manager David Cox - CMT, CFA.“David Cox – CMT, CFA, Portfolio Manager at Financially INsync at Raymond James Ltd in Canada. David is al
In this much-anticipated conversation with Dr. Mike, we talk about pressing market concerns impacting clients and investors alike. From the ongoing strength of the current bull market and potential recession worries to r
In this episode, we have Michael Gayed creator of the Lead-Lag Report and Portfolio Manager. We discuss the reverse carry trade, and its implications on global equity markets, elections, interest rates, oil, the dollar,
in this episode, we interview James Abate, a portfoliomanager, about his background and career in finance. James discusses his experience in valuation services and corporate finance, as well as his transition to portfoli
In this special episode, we are thrilled to welcome Mark Zinder, a dynamic speaker and consultant known for his electrifying, rapid-fire presentations. Mark's journey from managing comedy clubs and performing magic in Ne
Welcome to "Sage Planning Solutions Podcast” Join us as we dive into the intricate world of economic policy and financial markets with our expert host, who brings a wealth of experience from seven years on Capitol Hill.
Welcome to Sage Planning Solutions Podcast. Join our hosts and Alessandro Chesser, CEO of GetDynasty, as we explore a wide range of topics, including wills, trusts, probate, tax strategies, asset protection, and more. Tu
In this episode of Sage Planning Solutions, we discuss "Boomerang Kids". Young adults who leave home for college or work only to return home in the future.
In this episode, we delve into the world of 401Ks. Join us as we demystify the intricacies of retirement planning, exploring how 401Ks work, their benefits, potential pitfalls, and how to maximize their potential for a s
In this episode, we delve into the often overlooked but crucial aspect of personal finance: the Investment Policy Statement (IPS). Dominick, Pat, and Brad guide listeners through the intricacies of creating an IPS and ex
In this episode, we delve into the often overlooked but crucial stage of the financial planning lifecycle: distribution. As you transition from accumulation to distribution, it's imperative to have a solid strategy in pl
Welcome to the Sage Planning Solutions Podcast. In episode two of this three-part series, we delve into the intriguing world of preservation and its profound impact on various aspects of one's financial life.
David Cox
author of This Is A Gun: A Safety Guide for Families with Children · Financially INsync at Raymond James Ltd in Canada
2 appearances on this show
Bob Stein
Executive Director and Associate Vice Chancellor at the University of Pittsburgh's Institute for Entrepreneurial Excellence · First Trust Advisors
2 appearances on this show
Mike
trauma surgeon · The MDX Podcast
1 appearance on this show
Michael Gayed
editor of the Lead-Lag Report and host of the Lead-Lag Live Podcast · The Free Markets ETF
1 appearance on this show
John Templeton
money manager
1 appearance on this show
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Sage Planning Solutions is hosted by Unknown Host. The show is categorised under business (investing) and has published 25 episodes.
Sage Planning Solutions has published 25 episodes.
Sage Planning Solutions regularly covers business, investing. It sits in the business category, with a investing focus.
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Episodes of Sage Planning Solutions average 45 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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