By Darryl Lyons
4.9
3030 ratings
The podcast currently has 150 episodes available.
In this week’s episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, tackles the topic of BlackRock, the world’s largest asset manager, and its everchanging role in the financial world. Darryl shares insights into BlackRock’s influence on global markets, its relationship with government entities, and its controversial engagement with Environmental, Social, and Governance (ESG) initiatives.
Through candid storytelling, Darryl explains how BlackRock’s policies have impacted PAX Financial’s client portfolios and the broader investment community. The episode also touches on the importance of maintaining trust and transparency in financial partnerships, and how PAX Financial continues to engage with BlackRock while monitoring their evolving strategies.
Key show highlights include:
The role of BlackRock as a major asset manager and its relationship with global governments.
How ESG initiatives and climate-focused investing have impacted investors.
The story behind BlackRock's involvement in major events such as the 2008 financial crisis and the Covid-19 response.
The implications of BlackRock's voting rights on behalf of investors in major corporations.
A behind-the-scenes look at how PAX Financial engages with BlackRock for client portfolios.
Darryl’s key takeaway: "Trust but verify" when it comes to BlackRock's investment strategies.
Tune in to hear Darryl's perspective on BlackRock’s future and what it means for your investments. For more resources, visit www.paxfinancialgroup.com. If you enjoyed today’s episode, don’t forget to share it with a friend!
Disclaimer: Clicking the Like button does not constitute a testimonial for, recommendation or endorsement of our advisory firm, any associated person, or our services. Clicking the Like button is merely a mechanism to circulate our social media page. “Like” is not meant in the traditional sense. In addition, postings must refrain from recommending us or providing testimonials for our firm.
Resources:
Who owns Blackrock? | The Motley Fool
https://www.economist.com/briefing/2024/09/19/america-is-becoming-less-woke?utm_campaign=a.the-economist-today&utm_medium=email.internal-newsletter.np&utm_source=salesforce-marketing-cloud&utm_term=9/23/2024&utm_id=1926435
Blackrock's former sustainable investing chief says ESG is a dangerous placebo (cnbc.com)
2024 Investment Stewardship Voting Spotlight (blackrock.com)
In this week’s episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, dives into the often misunderstood yet vital topic of the Federal Reserve and its profound influence on the economy and your investments. Darryl breaks down the complex functions of the Federal Reserve, from setting monetary policy to banking supervision, and explains how decisions made by the Fed impact everything from inflation to employment.
Through personal anecdotes, historical examples, and even a few dad jokes, Darryl demystifies the Fed's role in the market and answers key questions such as whether the Fed is truly independent from the presidency, and how its decisions affect your investment journey. Whether you're a seasoned investor or someone just beginning to explore the financial world, this episode provides a clear and engaging roadmap to better understand the central bank’s crucial influence.
Key show highlights include:
An introduction to the Federal Reserve and its key functions in the U.S. financial system.
The Fed’s dual mandate: controlling inflation and maximizing employment.
How the Fed’s interest rate decisions impact everyday investors and the broader economy.
Historical moments in the Fed’s history, from the Panic of 1907 to the 2008 financial crisis.
Insights into past and present Fed Chairs, including Alan Greenspan, Ben Bernanke, and Jerome Powell.
Practical takeaways on how understanding the Fed can help you make smarter, long-term investment decisions.
Tune in to learn how the Federal Reserve shapes your financial future and gain a better understanding of its influence on both the stock market and the economy. For more resources, visit www.paxfinancialgroup.com. If you enjoyed today’s episode, don’t forget to share it with a friend!
Disclaimer: Clicking the Like button does not constitute a testimonial for, recommendation or endorsement of our advisory firm, any associated person, or our services. Clicking the Like button is merely a mechanism to circulate our social media page. “Like” is not meant in the traditional sense. In addition, postings must refrain from recommending us or providing testimonials for our firm.
In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, opens up about the powerful world of behavioral finance by sharing his own personal investment mistakes. Darryl discusses four key missteps he made throughout his financial journey, ranging from herd mentality to overconfidence, and how each error offers valuable lessons for investors.
Through these stories, Darryl emphasizes the importance of self-awareness and learning from mistakes, rather than being hindered by them. Whether you’re a seasoned investor or just starting out, Darryl’s insights provide a valuable roadmap for avoiding common behavioral traps.
Key show highlights include:
The concept of behavioral finance and its impact on investment decisions.
Personal stories of financial missteps, from herd mentality to overconfidence.
How mistakes in investment decisions can turn into invaluable learning experiences.
Cognitive biases to watch out for in your own financial journey.
Practical advice on how to avoid common pitfalls and make smarter, long-term investment decisions.
Tune in to learn how to recognize and correct these biases in your financial life, and gain insights into how these lessons can help you achieve a more secure financial future. For more resources, visit www.paxfinancialgroup.com. If you enjoyed today’s episode, share it with a friend!
Disclaimer: Clicking the Like button does not constitute a testimonial for, recommendation or endorsement of our advisory firm, any associated person, or our services. Clicking the Like button is merely a mechanism to circulate our social media page. “Like” is not meant in the traditional sense. In addition, postings must refrain from recommending us or providing testimonials for our firm.
In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, dives into the fascinating world of alternative investments and their place in a balanced portfolio. From guns to sports cards and even wine, Darryl shares insights on why these assets gained popularity during the Covid era and how they fit into your financial strategy. Using a business lens, he examines key factors like liquidity, rate of return, and risk, while emphasizing the importance of keeping these investments within a reasonable portion of your overall wealth.
Key show highlights include:
Tune in to this episode to gain a better understanding of how alternative assets can play a role in your financial journey, without losing sight of your long-term goals. For more resources, visit www.paxfinancialgroup.com. If you enjoyed today’s episode, share it with a friend!
Disclaimer: Clicking the Like button does not constitute a testimonial for, recommendation or endorsement of our advisory firm, any associated person, or our services. Clicking the Like button is merely a mechanism to circulate our social media page. “Like” is not meant in the traditional sense. In addition, postings must refrain from recommending us or providing testimonials for our firm.
In this week's episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, dives into the evolving concept of retirement, particularly for Generation X. Darryl challenges the traditional notion of retirement and explores the idea of pivoting rather than retiring, urging listeners to reconsider the inherent value of work. He discusses the unique financial challenges facing Gen Xers, from the 401(k) experiment to the changing landscape of Social Security, and emphasizes the importance of saving not just for retirement but for life's unexpected turns.
Key show highlights include:
Tune in for an insightful discussion that challenges the conventional narrative around retirement and offers practical advice for planning your financial future. If you like this episode, be sure to share with a friend or family member!
Disclaimer: Clicking the Like button does not constitute a testimonial for, recommendation or endorsement of our advisory firm, any associated person, or our services. Clicking the Like button is merely a mechanism to circulate our social media page. “Like” is not meant in the traditional sense. In addition, postings must refrain from recommending us or providing testimonials for our firm.
In this week's episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, asks the profound question: "Where are you going with your life?" Using a blend of personal reflection and a structured framework, Darryl challenges listeners to take a step back and evaluate the direction of their careers, businesses, and overall life journey. Drawing inspiration from the life and leadership of Abraham Lincoln, Darryl introduces a powerful process for looking back, looking up, looking around, and looking ahead. He weaves in personal anecdotes, Lincoln's wisdom, and the importance of aligning one's life with a higher purpose.
Key show highlights include:
Tune in to this introspective episode filled with historical insights, personal stories, and actionable steps to help you navigate your life's journey with purpose and confidence. For more resources, visit www.paxfinancialgroup.com. If you enjoyed today’s episode, share it with a friend!
Disclaimer: Clicking the Like button does not constitute a testimonial for, recommendation or endorsement of our advisory firm, any associated person, or our services. Clicking the Like button is merely a mechanism to circulate our social media page. “Like” is not meant in the traditional sense. In addition, postings must refrain from recommending us or providing testimonials for our firm.
In this week's episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, reflects on the unexpected chaos that unfolded on August 5th and its impact on the financial markets. Sharing a personal story from his recent trip, Darryl walks listeners through the challenges of managing market volatility and the relentless nature of news cycles. He discusses the importance of maintaining a clear perspective amidst media-induced panic and provides a detailed outlook for the fourth quarter of 2024, emphasizing historical trends and their relevance to today's market.
Key show highlights include:
*A firsthand account of navigating market panic while on vacation.
*Insights into the historically volatile nature of October and how to prepare for it.
*An analysis of the upcoming election and its potential impact on different sectors.
*The significance of diversification and stress-testing portfolios in uncertain times.
*Practical advice for long-term investors to stay grounded during market turbulence.
Tune in for an engaging episode filled with personal anecdotes, valuable market insights, and practical tips for staying the course in your financial journey. For more resources, visit www.paxfinancialgroup.com. If you enjoyed today’s episode, share it with a friend!
Disclaimer: Clicking the Like button does not constitute a testimonial for, recommendation or endorsement of our advisory firm, any associated person, or our services. Clicking the Like button is merely a mechanism to circulate our social media page. “Like” is not meant in the traditional sense. In addition, postings must refrain from recommending us or providing testimonials for our firm.
In this week's episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, is joined by Bryan Wing, Financial Advisor and Advice Research Manager at PAX, to discuss the intricate landscape of investment strategies. They break down the importance of having a clear 'why' behind investment decisions and the role of behavioral finance in achieving financial goals. Bryan shares insights from his extensive research background and highlights both simple and complex investment strategies, including the growing market of alternative investments.
Key show highlights include:
*The significance of a strong 'why' in investment planning.
*An overview of simple investment strategies like passive index ETFs.
*An introduction to alternative investments and their benefits.
*Insights into Bryan's background and his role at PAX Financial Group.
*Personal anecdotes and a glimpse into Bryan's hobbies and family life.
Tune in to gain valuable insights and practical advice for navigating your financial journey. Don't forget to visit www.paxfinancialgroup.com for more resources and information.
Disclaimer: Clicking the Like button does not constitute a testimonial for, recommendation or endorsement of our advisory firm, any associated person, or our services. Clicking the Like button is merely a mechanism to circulate our social media page. “Like” is not meant in the traditional sense. In addition, postings must refrain from recommending us or providing testimonials for our firm.
“Retirement is not the end of the road. It’s the beginning of the open highway.” In this week’s episode of Retire in Texas, CEO and co-founder of PAX Financial Group, Darryl Lyons, explains the innovative concept of pivot planning. The goal, to provide a flexible framework that helps retirees transition smoothly into their next chapter without feeling like their life’s value has diminished.
Key show highlights include:
*An explanation on how pivot planning was born from collaborative efforts among PAX’s Certified Financial Planners™.
*Analysis of the five buckets of pivot planning, including comfortable cash, emergency funds, and legacy investments.
*A discussion on the principles of behavioral finance and how they are integrated into pivot planning for a more personalized approach.
*Understanding the importance of a cash flow worksheet and how it helps retirees maintain financial stability.
*Valuable insights into how retirees can better organize their finances to navigate the complexities of retirement.
Retirement should not be looked at as the end of something, but rather as an exciting new beginning. Tune into this week’s episode to learn how you can pivot into a new chapter of your life with confidence and ease. Be sure to share with a friend, family member, or coworker!
Disclaimer: Clicking the Like button does not constitute a testimonial for, recommendation or endorsement of our advisory firm, any associated person, or our services. Clicking the Like button is merely a mechanism to circulate our social media page. “Like” is not meant in the traditional sense. In addition, postings must refrain from recommending us or providing testimonials for our firm.
In this week’s episode of Retire in Texas, Darryl Lyons, CEO and Co-founder of PAX Financial Group, explains the pivotal role financial advisors play in helping clients navigate complex financial decisions. Highlighting real-life examples and personal insights, Darryl underscores the importance of having a trusted advisor as a thinking partner. Additionally, Darryl introduces his new podcast, The Dark Side of Finance, which will spotlight stories of financial crime and underscore the need for vigilance.
Key highlights include:
*How financial advisors assist with major life decisions, from evaluating job offers and insurance policies to planning for children's education and setting up wills and trusts.
*Why frequent check-ins with your financial advisor are crucial for staying on track with your financial goals.
*An exploration of the dynamics of trust between clients and financial advisors.
*A sneak peek into Darryl’s new podcast, which will explore the darker aspects of the financial world, highlighting stories of financial crime and deception. This new series aims to raise awareness and promote vigilance among listeners.
Tune in to this week’s episode to gain a deeper understanding of the value of a trusted financial advisor and how they can help you navigate financial challenges. If you enjoyed today’s episode, please leave a comment and share the show with a friend!
Disclaimer: Clicking the Like button does not constitute a testimonial for, recommendation or endorsement of our advisory firm, any associated person, or our services. Clicking the Like button is merely a mechanism to circulate our social media page. “Like” is not meant in the traditional sense. In addition, postings must refrain from recommending us or providing testimonials for our firm.
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