Sage Planning Solutions

In this episode, we have Michael Gayed creator of the Lead-Lag Report and Portfolio Manager. We discuss the reverse carry trade, and its implications on global equity markets, elections, interest rates, oil, the dollar, and the economic outlook.

in this episode, we interview James Abate, a portfoliomanager, about his background and career in finance. James discusses his experience in valuation services and corporate finance, as well as his transition to portfolio management. He also shares his insights on the currentmarket environment and his investment strategy. The conversation covers topics such as capital preservation, the performance of the Magnificent Seven stocks, the US presidential race, de-dollarization, and interest rates.

In this special episode, we are thrilled to welcome Mark Zinder, a dynamic speaker and consultant known for his electrifying, rapid-fire presentations. Mark's journey from managing comedy clubs and performing magic in New York to becoming a national spokesman for the Templeton Group, led by legendary money manager Sir John Templeton, is nothing short of inspiring. Join us as we discuss everything from Ben & Jerry's Ice Cream, Stock Market and the Economy.

Welcome to "Sage Planning Solutions Podcast”  Join us as we dive into the intricate world of economic policy and financial markets with our expert host, who brings a wealth of experience from seven years on Capitol Hill. Having worked for the Joint Economic Committee, Senate Banking Committee, and as Chief Economist for the Senate Budget Committee, our host offers a unique perspective on tax and budget policy construction. After serving as Assistant Secretary for Economic Policy at the Treasury Department, they joined First Trust in 2016 as Deputy Chief Economist. Tune in for in-depth analyses, historical insights, and forecasts on where our economy is headed, with a touch of humor and a wealth of knowledge. Perfect for anyone looking to understand the economic forces shaping our world

Welcome to Sage Planning Solutions Podcast. Join our hosts and Alessandro Chesser, CEO of GetDynasty, as we explore a wide range of topics, including wills, trusts, probate, tax strategies, asset protection, and more.

Tune in and take the first step towards peace of mind, knowing that your future, and the future of those you care about, is headed in the right direction; subscribe now and join our community of listeners committed to smart, effective Financial Planning.

In this episode of Sage Planning Solutions, we discuss "Boomerang Kids". Young adults who leave home for college or work only to return home in the future.

In this episode, we delve into the world of 401Ks. Join us as we demystify the intricacies of retirement planning, exploring how 401Ks work, their benefits, potential pitfalls, and how to maximize their potential for a secure future.

Whether you're a seasoned investor or just starting to think about retirement, this episode offers valuable insights and practical tips to help you navigate the world of 401Ks with confidence. From understanding employer matches to decoding investment options, we cover it all to empower you to make informed decisions about your financial future.

In this episode, we delve into the often overlooked but crucial aspect of personal finance: the Investment Policy Statement (IPS). Dominick, Pat, and Brad guide listeners through the intricacies of creating an IPS and explore its numerous benefits.

An Investment Policy Statement serves as a blueprint for your investment journey, outlining your financial goals, risk tolerance, time horizon, and asset allocation strategy. By establishing clear guidelines and objectives, an IPS helps investors stay disciplined and focused amidst market volatility and emotional impulses.

In this episode, we delve into the often overlooked but crucial stage of the financial planning lifecycle: distribution. As you transition from accumulation to distribution, it's imperative to have a solid strategy in place to ensure your financial well-being in retirement. Join us as we address the key considerations, challenges, and strategies for navigating this phase with confidence and securing the retirement you've always dreamed of.

Welcome to the Sage Planning Solutions Podcast. In episode two of this three-part series, we delve into the intriguing world of preservation and its profound impact on various aspects of one's financial life.