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Financial Fly By
By Patrick White, EA & Brian Pelling, CFABusiness
Financial Fly By episodes
- Recent Chief Economist Presentation Discussed - Tax Rates, Tariffs, GDP GrowthRecent Chief Economist Presentation Discussed - Tax Rates, Tariffs, GDP Growth by Patrick White, EA & Brian Pelling, CFA14 min
- How to handle Market Downturns for Clients / How much cash is enoughBrian Pelling & Patrick White discuss how they handle market downturns / volatility for clients. How they differ from hedge funds / robo advisors? What is our overall goal for client portfolios?15 min
- Podcast 7 - New Years Resolutions - Creating A BudgetCreating a Budget. Thoughts on overspending during the Holidays and thinking about ways to adjust going forward.9 min
- 10 min
- Market Update, Structuring The Purchase Of A Business, Structuring Retirement PlansMarket Update, Structuring the purchase / sale of a business, and options with retirement plans18 min
- 20 min
- 13 min
- Introduction to John White & CoIntro to John White & Co, Patrick White provides a background on the firm and thoughts on the industry.14 min
- Having an Investment ProcessBrian Pelling discusses what to expect from the podcast, his investment process, where he thinks the industry has made some missteps, and lessons learned along the way.10 min
About Financial Fly By
From the publisher's feed
Patrick White and Brian Pelling introduce John White & Co to podcasting
It's like the Joe Rogan Elon Musk podcast, but more entertaining...it's rumored to be like seeing the Grand Canyon for the first time. I imagine it will only get better, but it's hard to imagine that.
Securities, advisory services and insurance products are offered through Gĕneos Wealth Management Inc. member FINRA/SIPC