Presidio Perspective

Phil Mickelson’s PGA Championship was the most-watched final round in three years, Is 50 the new 30? Is good news really good news when it comes to the market? We give you our weekly perspective update on the ever changing market. Crypto has been a rollercaster of not only numbers but emotions for some too! But why? Let's discuss the new "war” with China and what it means for the crypto market! We've talked in depth about Asset ALLOCATION, but what about Asset LOCATION? It's not WHAT you own, but WHERE you own it! 

Join one of San Diego's local TOP Financial Planners, Dustin TenBroeck as he sits with leading wealth portfolio manager, Luke Jacobson for S2EP11 to discuss; Elon Musk making his TV debut.. on SNL!? Recovery could take longer than expected....Is it time to listen to the FED? Inflation AGAIN!?! Do you know how to "time" the market? 1031 exchange elimination, what is Bidens new tax proposal?  We discuss a lot of crucial topics that could benefit your portfolio so don't miss out!  

Original Airdate- 5/13/21

Asset Management,CFA,CFP,Capital Management,Economics,Personal Finance,Money Management,yacht club,venture capital,asset allocation,tax strategy,estate plan,real estate investing,retirement age,estate attorney,business owner,inflation,taxes,retirement,Retirement planning,Estate law,Venture Capital,Business Owner,Asset Allocation,Inflation,Investing,Portfolio,Wealth manager,portfolio manager,Financial Planner,asset management explained,finance

Join one of San Diego's local TOP Financial Planners, Dustin TenBroeck as he sits with leading wealth portfolio manager, Luke Jacobson for S2EP10 to discuss the current state of the real estate market. Are we in another bubble? Should you be buying property right now? Have you planned for inflation? New capitol gains rates? What does this mean for investors? The old saying "Sell in May and Go Away" could work in the current state of the market, ... right? Or should you hold!? We discuss a lot of crucial topics that could benefit your portfolio so don't miss out!  


Original Airdate Thursday 4/29/21 

One of San Diego's local TOP Financial Planners, Dustin TenBroeck sits with leading wealth portfolio manager, Luke Jacobson to discuss the difference between growth and value investing. Have you planned for inflation? The market is soaring once again, but why and what does it mean for your portfolio? Do you have a retirement plan? Do you plan to die rich?! Subscribe to be notified when new episodes are available!

Join Dustin TenBroeck CFP® and Luke Jacobson CFA® as they discuss everything COVID, Inflation expectations, Market Crashes and Volatility, and new Tax Rates! We cover these topics in depth, and so much more on our sister website www.retirement101.org  Relax and retire the right way!


Finance, Asset Management, News, Politics, CFA, CFP, Capital Management, Economics, Personal Finance, Money, Money Management, Finance Management, Economy, Global finance News, Finance News, Asset, Budget, Accounting, Hedge Fund, yacht club, venture capital, asset allocation, tax strategy, estate plan, real estate investing, retirement community, retirement home, retirement age, estate attorney, business owner, business investing, market crash, inflation, taxes

One of San Diego's local TOP Financial Planners, Dustin TenBroeck sits with leading wealth portfolio manager, Luke Jacobson to discuss the recent Oscar nominees, who got snubbed and who will take actress and actor of the year. What is a bond and why should you invest? W discuss why you should be keeping a close eye on Bonds and what they mean to your portfolio. What will Biden do in his first 100 days? New tax rates, covid-19 passports and what why these are important for your portfolio. The stock market is always changing, but what does it mean to you and your portfolio now that it has transitioned to a Bull Market? Subscribe to be notified when new episodes are available!



Finance, Asset Management, News, Politics, CFA, CFP, Capital Management, Economics, Personal Finance, Money, Money Management, Finance Management, Economy, Global finance News, Finance News, Asset, Budget, Accounting, Hedge Fund, yacht club, venture capital, asset allocation, tax strategy, estate plan, real estate investing, retirement community, retirement home, retirement age, estate attorney, business owner, business investing, market crash, inflation, taxes

One of San Diego's local TOP Financial Planners, Dustin TenBroeck sits with leading wealth portfolio manager, Luke Jacobson to discuss the declining stock market what it means to your portfolio. Have you invested in Bonds? What does the bond market auction mean to you? The new stimulus bill; where we are and what it means to you. GDP revisions; "Big Growth Ahead" and a market wrap up to end the episode.  Do you have a retirement plan? Subscribe to be notified when new episodes are available!


Finance, Asset Management, News, Politics, CFA, CFP, Capital Management, Economics, Personal Finance, Money, Money Management, Finance Management, Economy, Global finance News, Finance News, Asset, Budget, Accounting, Hedge Fund, yacht club, venture capital, asset allocation, tax strategy, estate plan, real estate investing, retirement community, retirement home, retirement age, estate attorney, business owner, business investing, market crash, inflation, taxes

One of San Diego's local TOP Financial Planners, Dustin TenBroeck sits with leading wealth portfolio manager, Luke Jacobson to discuss the end of the 35 year bull market, and what it means to your portfolio. Who are Janet Yellen and Jerome Powell and what these names mean to your portfolio. Have you planned for inflation? Long Beach ports closed, why does this matter to the economy? Corona Virus update, and why you should "vaccinate your portfolio" The markets are at an all time high, what you should be watching and investing in currently. Subscribe to be notified when new episodes are available! We are also now answering your questions LIVE on air! If you have a question you'd like to be answered please call (858) 461-7361 and leave us a message with your detailed question. We can't wait to hear from you!



Finance, Asset Management, News, Politics, CFA, CFP, Capital Management, Economics, Personal Finance, Money, Money Management, Finance Management, Economy, Global finance News, Finance News, Asset, Budget, Accounting, Hedge Fund, yacht club, venture capital, asset allocation, tax strategy, estate plan, real estate investing, retirement community, retirement home, retirement age, estate attorney, business owner, business investing, market crash, inflation, taxes

One of San Diego's local TOP Financial Planners, Dustin TenBroeck sits with leading wealth portfolio manager, Luke Jacobson to discuss Meme Stock Mania, the topic of everyone's conversation these past couple of weeks. Who do you think will win the superbowl this weekend? We also discuss the resurgence of non-stay at home trade and what it means to your portfolio. January purchasing managers index numbers, 60 vs 58.  What is does buy back stock mean? What is your personal A.L.I.E. (Assets liabilities income expenses)? Should you own or loan your home?  Listen to find out! 



Finance, Asset Management, News, Politics, CFA, CFP, Capital Management, Economics, Personal Finance, Money, Money Management, Finance Management, Economy, Global finance News, Finance News, Asset, Budget, Accounting, Hedge Fund, yacht club, venture capital, asset allocation, tax strategy, estate plan, real estate investing, retirement community, retirement home, retirement age, estate attorney, business owner, business investing, market crash, inflation, taxes

One of San Diego's local TOP Financial Planners, Dustin TenBroeck sits with leading wealth portfolio manager, Luke Jacobson. Speaking on the latest news you don't want to miss! Discussing the inauguration and what the change in diplomacy means for you and the market. The market has new leadership, why does this matter to your portfolio? Yellen Powell love fest you say?! What does this mean?! Listen to find out!


Finance, Asset Management, News, Politics, CFA, CFP, Capital Management, Economics, Personal Finance, Money, Money Management, Finance Management, Economy, Global finance News, Finance News, Asset, Budget, Accounting, Hedge Fund, yacht club, venture capital, asset allocation, tax strategy, estate plan, real estate investing, retirement community, retirement home, retirement age, estate attorney, business owner, business investing, market crash, inflation, taxes