Pursuing Alpha

Brandon and Caleb Schneider pull back the curtain on the sale of Caleb's oil services business. In this conversation, they share invaluable lessons and insights from their personal experiences, shedding light on the intricate process of business transitions.

Do you need help navigating your own financial journey? Click this link to learn more about us and what we do: www.alphacapitalstrategies.com

Charles “Brandon” Snyder offers securities through LPL Financial, Member FINRA/SIPC. Pursuing Alpha is a separate entity from LPL Financial. Pursuing Alpha and the “logo” are registered trademarks. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Any guests and their companies are not affiliated with or endorsed by LPL Financial, Alpha Capital Strategies, Alpha Capital, or The Pursuing Alpha Podcast.

In this episode, Brandon and his daughter, Kyla, unveil the toolkit for novice investors, covering everything from the responsibilities of financial planners to crafting successful investment strategies. Discover the journey to homeownership, how to stay informed about market changes, understand stocks, and master cash flow, as well as why the basics of running a business are indispensable for all.

Join Brandon and Randy as they draw intriguing parallels between the world of running a marketing agency and engaging in politics. Explore the financial strategies, campaign intricacies, and leadership essentials that serve as the foundation for both these dynamic realms.

In this episode, Brandon and our guest, Wes Young, shed light on nurturing creativity while managing the essential administrative aspects of finance. Tune in to dive into the conversation on finding an equilibrium between creative innovation and necessary administrative tasks in the financial realm.

Ready to learn how wealth managers can help shape financial destinies? In this episode, we delve into the life and work of Mark Barefield, our Wealth Manager out of Wichita Falls, Texas, exploring the art of balancing financial expertise with personalized client care. Tune in to discover the collaborative efforts that weave your financial story and uncover the valuable role advisors like Mark play in guiding you toward prosperity.

Join us as we dive into the world of stock analysis with Marco Aceto. In this episode, we break down various methods of stock analysis in a simple, easy-to-understand way, making it accessible to everyone - even if you're new to investing. Discover how these insights shape our investment strategies and get a glimpse into Marco's journey and how he contributes to our firm's success.

Get ready for an eye-opening discussion as Brandon and our paraplanner Gustavo share their insights in the field of financial planning and offer an inside look into our planning firm, Alpha Capital!

Join us for an enlightening episode as we delve into the current state of the economy through the lens of our esteemed economist, Dr. Brian Starr. He brings a wealth of knowledge and expertise, shedding light on the inner workings of the Federal Reserve, the impact of economic policies, and the broader implications for individuals and businesses alike.

In this episode, Brandon talks to business evaluation specialist and long-time friend Eric Priamo about how business values are both calculated in the present and hypothesized for the future.

In this episode, we sit down with a seasoned banker to discuss the ins and outs of personal and commercial lending. Our guest expert breaks down key lending concepts, such as DSCR (Debt Service Coverage Ratio) and Debt-to-Income Ratio, and explains how they impact loan approvals and interest rates.