Horizon Advisers Unleashed Podcast

Join Andrew and Ryan, hosts of the Horizon Adviser Unleashed podcast, as they dive deep into the world of after-tax investments. In this episode, they break down the different types of taxes that can impact your after-tax portfolio, helping you better understand how to maximize returns and minimize surprises come tax season. Whether you're a seasoned investor or just getting started, Andrew and Ryan will guide you through strategies to optimize your investments and keep more of what you earn. Tune in for practical tips, expert insights, and actionable advice from two financial pros who know how to make your money work smarter!

In this episode of Horizon Adviser Unleashed, Alex interviews Tom Barrett, Managing Director at Hartford Funds, as they explore groundbreaking insights from Dr. Marc Milstein's study titled "Retain Your Brain." Together, they dive into the latest research on cognitive health, offering valuable strategies to maintain and strengthen brain function as we age. Whether you're interested in optimizing mental agility or want to stay sharp for the future, this conversation provides practical advice rooted in science. Tune in for an enlightening discussion on how to take charge of your brain health!

In this episode of Horizon Adviser Unleashed, Ryan and Andrew cover what to do when your financial plan just isn’t delivering the results you hoped for. They discuss how to set realistic goals, the importance of understanding your cash flow, and the role a financial planner can play in getting you back on track. Whether you need to adjust your plan or take action behind it, they’ll offer practical advice to help you make the necessary changes. Tune in for insights and strategies to revitalize your financial future!

In this special Labor Day weekend episode of the Horizon Advisers Unleashed Podcast, hosts Ryan and Andrew dive into their personal holiday experiences, sharing stories that are sure to inspire your next getaway. Ryan took a refreshing trip up north with his family, where they enjoyed the stunning beaches and celebrated his wedding anniversary at the renowned Mawby winery in the picturesque Leelanau Peninsula. He also dined at the Chef's House in Traverse City, indulging in local culinary delights.

Meanwhile, Andrew spent the weekend at his farm in Coldwater, embracing the peaceful rural life. He also attended an exciting car auction hosted by Worldwide Auctioneers, where vintage and luxury cars took center stage. Tune in for an episode filled with travel tips, personal stories, and plenty of lifestyle inspiration!

The Horizon Advisers Unleashed podcast, hosted by Ryan and Andrew, delves into crucial financial topics with practical advice. In this episode, they focus on navigating a stock market sell-off. Ryan and Andrew break down strategies to protect your investments, discuss whether to sell, hold, or buy, and explore the psychology behind market reactions. With their expert insights, listeners gain a clear understanding of how to stay calm and make informed decisions during turbulent times in the stock market. Perfect for investors looking to enhance their financial resilience.

The Nikkei 225 Index is a price-weighted index composed of Japan's top 225 blue-chip companies traded on the Tokyo Stock Exchange.

Continuing the conversation, Andrew and Ryan debunk some common myths about politically focused investment strategies. They discuss how the U.S. economy remains stable even under single-party rule, and they challenge the idea that either party has a strong claim to fiscal responsibility. The hosts remind listeners that markets don’t care who’s in the Oval Office and that ingenuity and investment opportunities persist regardless of political leadership.

Throughout both episodes, the hosts provide a balanced perspective, urging investors to focus on long-term strategies rather than short-term political noise.

Stay tuned to the Horizon Adviser Unleashed website for a detailed presentation with all source information referenced in the discussion.

In this two-part episode of the Horizon Adviser Unleashed Podcast, hosts Ryan and Andrew dive into the intriguing topic, "People Care About Elections. Markets Don’t." With insights from a presentation by Brian Levitt, Global Market Strategist at Invesco, they explore how markets respond (or don't) to the political landscape.

Andrew kicks things off by discussing the historical context of market performance, explaining why the challenges we face today aren't new. Ryan follows with an analysis of how markets have thrived under various administrations, highlighting that GDP growth often reflects the overall health of the economy, regardless of which party is in power. The hosts examine data across 13 presidencies, revealing that only two stand out as outliers. They delve into the significance of being a "bipartisan" investor and question the notion of the "most important election of our lives" when it comes to market impact. 

Join Ryan and Andrew on this episode of Horizon Advisers Unleashed, where they dive into the crucial role of team building in a thriving business. Fresh off a recent team retreat, they share insights and experiences that highlight the transformative power of fostering strong connections within a team. Whether you're a seasoned leader or just starting out, this episode offers valuable takeaways on how to cultivate a cohesive and motivated team. Tune in to hear stories, strategies, and practical tips that can help elevate your business to new heights through effective team building.

Join Ryan and Andrew on the Horizon Adviser Unleashed Podcast as they dive into the crucial topic of estate planning. In this episode, they review an insightful article from Kiplinger, "8 Common Estate Planning Mistakes." Tune in to learn about the pitfalls to avoid when planning your estate and ensure your legacy is protected. Whether you're just starting to think about estate planning or looking to update your current plan, this episode is packed with valuable information and practical tips. Don't miss it!

https://www.kiplinger.com/retirement/estate-planning/common-estate-planning-mistakes

In this episode of the Horizon Adviser Unleashed Podcast, hosts Ryan and Andrew delve into an insightful article from the Wall Street Journal titled "Americans Chasing High Interest Rates Risk Falling Into Cash Trap" by Vicky Huang. They discuss the potential pitfalls and financial risks Americans face while seeking high-interest rates for their savings. Ryan and Andrew analyze the key points from the article, offering their expert opinions and practical advice on managing savings and investments in today's economic climate. Tune in to gain a deeper understanding of the financial landscape and learn strategies to avoid the common traps of chasing high interest rates. Don't miss this informative and engaging discussion!