The Retire Happy Podcast

Ep 106: The Missing Skill in Most Advisors’ Toolkits with Joe Casey


Listen Later

We're excited to welcome back Joe Casey, CEO and co-founder of Catalyst Wealth Coaching and a mentor to financial advisors nationwide, to wrap up the 2025 season! Joe joins the show to dig into the realities of market manipulation, trend analysis, and why most investors- and even many advisors- misread what the market is actually telling them. He breaks down how algorithms, dark pools, and institutional behavior shape price movements, and explains the disciplined framework he teaches advisors to help them stay on the right side of trends.

Episode Links:

Catalyst Wealth Coaching

https://www.catalystwealthcoaching.com/

Important Info:

Securus Financial: https://www.gosecurus.com/

International Financial Advisory Group: https://www.internationalfinancial.com/

Call John: (858) 758-9889

Call Thomas: (973) 394-0623

...more
View all episodesView all episodes
Download on the App Store

The Retire Happy PodcastBy John Iammarino & Thomas O‘Connell

  • 4.3
  • 4.3
  • 4.3
  • 4.3
  • 4.3

4.3

6 ratings


More shows like The Retire Happy Podcast

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,256 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

804 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

541 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

551 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

675 Listeners

Frequent Miler on the Air by Frequent Miler

Frequent Miler on the Air

649 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,067 Listeners

Takeoff: A Points and Miles Podcast by 10xTravel by 10xTravel

Takeoff: A Points and Miles Podcast by 10xTravel

419 Listeners

Your Money Guide on the Side by Tyler Gardner

Your Money Guide on the Side

1,850 Listeners