In this episode of Finding Your Bench, Alan Cole and Nelson Greene review some of the major market themes in 2022 and explore what’s on the horizon in 2023

As move into November, we’re entering the holiday season. This can be a great time to get together with family, make memories, and enjoy some really delicious food. But getting the family together can also lead to stress, especially if undesired topics come up during conversation such as money, religion, or politics. While we can’t help with the last two, we have put together some ideas on how to approach the money conversation with family.

In this episode of Finding Your Bench, we invited Steve Fretzin, the host of the BE THAT LAWYER podcast, to share his thoughts on what it takes to be successful in modern day sales. Steve has over 20 years of coaching experience and his methods are proven to dramatically increase business. While his practice focuses on working with lawyers, his methods are applicable to nearly every industry. This is a great listen for anyone looking to improve their skills or improve their team.

In this episode of Finding Your Bench, Alan Cole and Nelson Greene discuss what’s behind the recent ups-and-downs in the market and what could be next to come

Running out of money in retirement is a fear that most retirees share. No one wants to become a financial burden on their family, or have to reenter the workforce later in life, simply to make ends meet. Unfortunately, it’s a reality for nearly half of Americans. However, running out of money can be avoided if you have a good plan in place. In this episode of Finding Your Bench, Chris Engelman and Nelson Greene discuss how future retirees can take action early to help prepare for a fruitful retirement.  

A privately owned business is often the result of a lifetime of hard work and sacrifice. However, one often overlooked aspect is how to properly exit when it comes time. In this episode of Finding Your Bench, we’ve asked Steve Ryan, Senior Vice President at GREATBANC, to discuss one of the lesser known exit strategies available to owners, an Employer Stock Option Plan or ESOP. 

To get in touch with Steve Ryan, you can reach him at [email protected]. 

Bite-sized segments providing general commentary on market activity, published after the end of each quarter.

The economy is changing rapidly in 2022 and some have started to wonder if the US will experience a repeat of the stagflation seen in the 70s. Alan Cole and Nelson Greene discuss the concept in the latest episode of Finding Your Bench. It’s time to plug in your lava lamp, put on your bell bottom jeans, and grab your pet rock, we’re going back in time. 

Home prices as well as mortgage rates have experienced dramatic increases as of lately, leaving some to wonder if we’re barreling toward a repeat of 2008. In this episode of Finding Your Bench, Chris Engelman and Nelson Greene explore what’s on the horizon for housing in the US, and if it is time to press the panic button.

Have we reached the season finale of Netflix or are investors simply taking a break to get some popcorn? Alan Cole, Founder and Chief Investment Officer of Parkside Investments, weighs in on the recent volatility of Netflix in the most recent episode of Finding Your Bench.