Beyond the Balance

Beyond the Balance

By TradeWindsBusinessInvesting
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Beyond the Balance episodes

  • Costco, Careers, and The Emmy Awards: A Podcast Extravaganza

    In this weeks episode we cover the following hot topics:


    1. Costco cracks down on card sharing 🛒🔒
    2. The 25 fastest-growing job roles in the U.S according to LinkedIn:📈
    3. Boomers won’t part with their homes, and that’s a problem for young families 🏡👵👶
    4. Emmy recap: Is Network TV dead? 🏆📺💻
    5. Explain it to me like a 4th grader: What is an HSA? 🤔💼💉

      6. *TradeWinds LLC. is an investment advisory firm that is registered with the Securities Exchange Commission (SEC). Registration does not imply a certain level of skill or training. TradeWinds will not accept trade offers online, and any such request, orders, or instructions that you send will not be accepted and will not and will not be processed. 

      This presentation has been provided for informational purposes only and is not intended as legal, tax, or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results. 



      12 min
    6. 2024: New Year, New You, Same Great Podcast!

      Happy New Year!

      In this weeks episode we cover the following hot topics:

      1. Financial Resolutions – Tips to Start the New Year Off Right 🎉💰
      2. Is 2024 a Good Year to Buy a Home? 🏡🤔
      3. What’s Going On with Apple's Stock? 🍏🤯
      4. Why You Need to Know About Mr. Beast Right Now!🌟💡
      5. Explain It to Me Like a Fourth Grader – Financial Scams 🤔💸

        6. *TradeWinds LLC. is an investment advisory firm that is registered with the Securities Exchange Commission (SEC). Registration does not imply a certain level of skill or training. TradeWinds will not accept trade offers online, and any such request, orders, or instructions that you send will not be accepted and will not and will not be processed. 

        This presentation has been provided for informational purposes only and is not intended as legal, tax, or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results. 



        14 min
      6. Holiday Magic Unleashed: Mango's Kids Take Center Stage in a Special Episode

        In this festive holiday episode, Mango engages in a lively discussion about money and finances with his two sons, Tyler (7), and Dillon (10). Get ready for a heartwarming and humorous conversation that is sure to bring joy and laughter to your holiday season. Sit back, relax, and enjoy the special moments shared as the family explores the world of money together. Wishing you a season filled with laughter and happy holidays! 🎄🌟

        *TradeWinds LLC. is an investment advisory firm that is registered with the Securities Exchange Commission (SEC). Registration does not imply a certain level of skill or training. TradeWinds will not accept trade offers online, and any such request, orders, or instructions that you send will not be accepted and will not and will not be processed. 

        This presentation has been provided for informational purposes only and is not intended as legal, tax, or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results. 

        7 min
      7. Bitcoin, Bulls, and Blockbusters

        In this weeks episode we cover the following hot topics:

        1. 🚀 Bitcoin to the Moon 🌙
        2. 🎄 Christmas Trees are Getting Pricy 🌲💰
        3. 🐂 Are We Entering a Bull Market? 📈🤔
        4. 🎬 Highest Grossing Movie Released on Christmas Day 🎥
        5. 👧 Explain It to Me Like a 4th Grader – 401K 📚💼

          6. *TradeWinds LLC. is an investment advisory firm that is registered with the Securities Exchange Commission (SEC). Registration does not imply a certain level of skill or training. TradeWinds will not accept trade offers online, and any such request, orders, or instructions that you send will not be accepted and will not and will not be processed. 

          This presentation has been provided for informational purposes only and is not intended as legal, tax, or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results. 


          12 min
        6. Turkey, Travel, and Traditions

          In this weeks episode we cover the following hot topics:

          1. 📉 US consumers believe inflation will continue to ease
          2. 📊 US consumer prices unchanged in October
          3. ✈️ Airlines predict record Thanksgiving US holiday travel
          4. 🗣️ Thanksgiving debates
          5. 👧 Explain it to me like a 4th grader: Gross Domestic Product (GDP)

            6. *TradeWinds LLC. is an investment advisory firm that is registered with the Securities Exchange Commission (SEC). Registration does not imply a certain level of skill or training. TradeWinds will not accept trade offers online, and any such request, orders, or instructions that you send will not be accepted and will not and will not be processed. 

            This presentation has been provided for informational purposes only and is not intended as legal, tax, or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results. 

            13 min
          6. Fifth Fantastic Five in Five: A 5ish-Minute Financial Feast

            In this weeks historic fifth episode we cover the following hot topics:


            1. 🗳️ Election Day and The Stock Market
            2. 🛍️ History of Black Friday
            3. 💼 WeBankrupt
            4. 🚀 Gen Z wants to retire early
            5. 👦 Explain it to me like a 4th grader – What’s an Annuity?


              6. *TradeWinds LLC. is an investment advisory firm that is registered with the Securities Exchange Commission (SEC). Registration does not imply a certain level of skill or training. TradeWinds will not accept trade offers online, and any such request, orders, or instructions that you send will not be accepted and will not and will not be processed. 

              This presentation has been provided for informational purposes only and is not intended as legal, tax, or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results. 

              15 min
            6. Dollars, Dreams, and Digital Gold

              In this weeks episode we cover the following hot topics:

              1. 💹 Let's talk about Treasury Yields
              2. 🏰 Disney continues to animate real dollars during inflation
              3. 🛍️ Buy Now, Pay Later
              4. 📺 Streaming + Sports = $
              5. 💰 Explain it to me like a 4th grader: What is this Bitcoin thing?


                6. *TradeWinds LLC. is an investment advisory firm that is registered with the Securities Exchange Commission (SEC). Registration does not imply a certain level of skill or training. TradeWinds will not accept trade offers online, and any such request, orders, or instructions that you send will not be accepted and will not and will not be processed. 

                This presentation has been provided for informational purposes only and is not intended as legal, tax, or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results. 

                11 min
              6. Cash, Clash, and Candy Corn

                In this weeks episode we cover the following hot topics:

                1. 📈 Morgan Stanley raising pay hurdle for its financial advisors in 2024

                2. ⚔️ Israel at war with Hamas after unprecedented attacks

                3. 📉 Sept is worst performing month

                4. 🎃 Cost of Halloween; costumes, decorations all add up quickly

                5. 🏠 Explain it to me like a 4th grader: Passive Income – The rise of the side hustles in the Airbnb era 🏡


                  6. *TradeWinds LLC. is an investment advisory firm that is registered with the Securities Exchange Commission (SEC). Registration does not imply a certain level of skill or training. TradeWinds will not accept trade offers online, and any such request, orders, or instructions that you send will not be accepted and will not and will not be processed. 

                  This presentation has been provided for informational purposes only and is not intended as legal, tax, or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results. 

                  15 min
                6. Cars, Slot Machines, and The Swifities take over the NFL

                  In this weeks episode we cover the following hot topics:

                   

                  💰 MGM Cyber Attack Sends Shockwaves Through Slot Machines and Hotels 


                  👷‍♂️ Auto Workers Strike: Labor Dispute Shakes Automotive Industry 


                  📖 Empowering Nevada: Free Financial Literacy Classes for All 


                  🏈 The Swifties Join Forces with the NFL: A Music and Sports Spectacle 


                  🚗 Lease or Buy? The Ultimate Dilemma for Car Enthusiasts 

                  *TradeWinds LLC. is an investment advisory firm that is registered with the Securities Exchange Commission (SEC). Registration does not imply a certain level of skill or training. TradeWinds will not accept trade offers online, and any such request, orders, or instructions that you send will not be accepted and will not and will not be processed. 

                  This presentation has been provided for informational purposes only and is not intended as legal, tax, or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results. 


                  12 min
                7. The Apple doesn't fall far from the NFL and Survivor

                  Welcome to "Five in Five” with Miller and Mango, your go-to source for all things finance with a twist of culture infused into every episode.  

                  Join your hosts, seasoned financial professional Miller and marketing maverick Mango, as they discuss five of the latest market and cultural trends and help you instill common sense into the ever-changing landscape of finance, all within 5 minutes. 


                  Episode 1:

                  🍎 Apple's Fall Event
                  💰 Why Americans have never been wealthier
                  📺 Fall TV show preview
                  🏈 The start of the NFL and Betting season
                  💹 What's going on with China's economy?


                  *TradeWinds LLC. is an investment advisory firm that is registered with the Securities Exchange Commission (SEC). Registration does not imply a certain level of skill or training. TradeWinds will not accept trade offers online, and any such request, orders, or instructions that you send will not be accepted and will not and will not be processed. 

                  This presentation has been provided for informational purposes only and is not intended as legal, tax, or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results. 





                  11 min

                About Beyond the Balance

                From the publisher's feed

                Brought to you by TradeWinds, Beyond the Balance goes deeper than dollars and cents, exploring how our financial choices shape our lives, relationships, and happiness. Each episode features real…