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Happy 4th of July! We hope you had a wonderful holiday weekend. Today, we wanted to simply provide a quick update here on the podcast as we highlighted a few episodes from the first half of the year. As discussed, below are links to our most popular episodes from Q2, as well as a link to our recent article, written by Stacy Murray. Have a great week!
Today, we introduce a new mini-series of sorts that will begin to be featured on the podcast throughout the year. Featuring our CEO, David Stanley, the "Captain's Corner" episodes will feature a discussion on markets, headlines, and the world of wealth management in general. If you have a topic that you would like us to discuss, shoot us an email!
What are the best questions to ask your current or potential advisor? Which pieces of information are most relevant? Join us today as Candace Guy sits down with Tyler to tackle these questions and more. If there is anything we discussed that you would like to learn more about, do not hesitate to reach out!
Advisor Public Disclosure
Morgan Housel is a partner at The Collaborative Fund and the author of the book The Psychology of Money, which has sold over three million copies since its release in 2020. Morgan has become one of the top thought leaders in the finance and investment world, and we were so grateful for his willingness to sit for a conversation. As discussed in the intro, Tyler is joined today by Zac Reynolds, Full Sail CIO, as he helps facilitate the episode. Enjoy!
For our first Anchored conversation of 2023, we were thrilled to have Chuck Wiggin, President of Wiggin Properties, join the pod. He sat down with Tyler and Max to discuss all things real estate, tax credits, and even some OKC history. We dive in a bit deep on both New Market Tax Credits and Historical Tax Credits, so if you would like to do more reading on either, see below. Have a great week!
Our CIO, Zac Reynolds, and investment analyst, Austin Burks, sit down in the studio and reflect back on the 1st quarter of 2023. We reflected on the first few months of activity in the capital markets and discussed a few relevant news items and popular headlines. Listen to learn the latest!
The Morgan Housel Podcast
From the publisher's feed