The Independent Advisors

By Mark McEvily

A free financial markets podcast hosted weekly by Independent Registered Investment Advisors Mark McEvily & Matt Jessup. Mark & Matt discuss their perspective on stocks, trade-able securities,... more

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FAQs about The Independent Advisors:

How many episodes does The Independent Advisors have?

The podcast currently has 356 episodes available.

The Independent Advisors episodes:

July 13, 2021 The Independent Advisors Podcast Episode 106: It's normal to feel unprepared for retirement..
Twitter Handles:
Jessup Wealth Management (@JessupWealth) / Twitter
Mark McEvily (@MarkMcEvily) / Twitter
Matthew Jessup (@matthewcjessup) / Twitter
Show Notes:
1. https://twitter.com/ChartingTrends/status/1411694642660139009
2. https://www.marketwatch.com/story/retirees-to-youngsters-its-not-as-bad-as-you-think-11622734329?reflink=mw_share_twitter

3. https://ofdollarsanddata.com/how-much-do-you-need-to-be-financially-independent/

...more
26min
July 08, 2021 The Independent Advisors Podcast Episode 105: Guide To Income For Early Retirees
Twitter Handles:
Jessup Wealth Management (@JessupWealth) / Twitter
Mark McEvily (@MarkMcEvily) / Twitter
Matthew Jessup (@matthewcjessup) / Twitter
Show Notes
1. Tweet by Bill Brewster -
https://twitter.com/billbre.../status/1408275555095662593...
2. Tweet by Drew Wells -
https://twitter.com/billbre.../status/1408275555095662593...
3. Tweet by Michael Batnick -
https://twitter.com/michaelbat.../status/1410986452398362626
4. Financial Planning Topic of the Week -
https://www.forbes.com/.../guide-to-income-for-early.../...
...more
47min
July 01, 2021 The Independent Advisors Podcast Episode 104: Confidence of the U.S. consumer
Twitter Handles:
Jessup Wealth Management (@JessupWealth) / Twitter
Mark McEvily (@MarkMcEvily) / Twitter
Matthew Jessup (@matthewcjessup) / Twitter
1. Tweet from Ryan Detrick -
https://twitter.com/ryandet.../status/1407535399875055618...
2. Tweet from Ben Carlson -
https://twitter.com/awealth.../status/1407400615098134532...
3. Article in the Washington Post by Michelle Singletary -
https://www.washingtonpost.com/.../cryptocurrency-401k.../
...more
38min
June 25, 2021 The Independent Advisors Podcast Episode 103: Embrace the peaks and troughs
Twitter Handles:
Jessup Wealth Management (@JessupWealth) / Twitter
Mark McEvily (@MarkMcEvily) / Twitter
Matthew Jessup (@matthewcjessup) / Twitter
Show Notes:
1. Tweet by Brian Feroldi - https://twitter.com/BrianFeroldi/status/1403678732368424961
2. Tweet by Michaela Arouet - https://twitter.com/MichaelaArouet/status/1403471413063847940
3. Wonderful quotes from Ian Cassel - Founder of MicroCapClub - https://twitter.com/iancassel/status/1403912561657933830
4. Article in the WSJ by Justin Baer - https://www.wsj.com/articles/fidelitys-pitch-to-americas-teens-no-fee-brokerage-accounts-11621310461?st=4vhkif07s6poyl8&reflink=article_email_share
5. Blog post by Morgan Housel titled - https://www.collaborativefund.com/blog/how-to-do-long-term/
6. Financial Planning Topic of the week - https://www.wsj.com/articles/whats-in-bidens-american-families-plan-proposal-11619621174
...more
44min
June 17, 2021 The Independent Advisors Podcast Episode 102: Retiring at age 65 is not a luxury
Show notes:
1. Tweet from Bloomberg - https://twitter.com/schuldensuehner/status/…
2. Blog post written by Ben Carlson - https://awealthofcommonsense.com/2021/06/…3. Article written by Christine Benz of Morningstar - https://morningstar.com/articles/807538/…
Twitter Handles:
Jessup Wealth Management (@JessupWealth) / Twitter
Mark McEvily (@MarkMcEvily) / Twitter
Matthew Jessup (@matthewcjessup) / Twitter
...more
38min
June 10, 2021The Independent Advisors Podcast Episode 101: Back to the Basics
Mark & Matt Discuss the Following on Episode #101:
Investing 101
Finance 101
The basics and what you need to know
Show notes:
1. https://womenwhomoney.com/why-how-diversify-investment.../
2. https://www.cnbc.com/.../asset-allocation-cnbc-explains.html
3. https://womenwhomoney.com/target-date-funds-retirement-plan/
4. https://www.thebalance.com/the-basics-of-shorting-stock...
5. https://www.cnbc.com/.../5-mistakes-to-avoid-when...
6. https://www.cnbc.com/cnbc-explains-equities/
Twitter Handles:
Jessup Wealth Management (@JessupWealth) / Twitter
Mark McEvily (@MarkMcEvily) / Twitter
Matthew Jessup (@matthewcjessup) / Twitter
...more
1h 3min
June 01, 2021 The Independent Advisors Podcast Episode 100: Celebration and surprises!

Show Notes:
1. Article from Bloomberg - https://www.bloomberg.com/news/articles/2021-05-24/biden-tax-hikes-are-hitting-resistance-with-no-room-for-error?srnd=premium
2. Tweet from Callum Thomas - https://twitter.com/callum_thomas/status/1396206767768547328?s=11
3. Quote from Michaela Arouet - https://twitter.com/MichaelaArouet/status/1396109212640587780
4. Article from CNBC - https://www.cnbc.com/2021/05/19/coinbase-is-down-for-some-users.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail
5. Article from the WSJ - https://www.wsj.com/articles/bidens-capital-gains-tax-plan-would-upend-estate-planning-by-the-wealthy-11619716044
Twitter Handles:
Jessup Wealth Management (@JessupWealth) / Twitter
Mark McEvily (@MarkMcEvily) / Twitter
Matthew Jessup (@matthewcjessup) / Twitter

...more
43min
May 26, 2021The Independent Advisors Podcast Episode 99: The Most Important Rule in Investing
Mark & Matt Discuss the Following on Episode #99:
Active Investment Manager Exposure to S&P 500
Dividend Growth vs Dividend Value
Performance Difference between Growth and Value Stocks
The Most Important Rule in Investing?
New Retirement Legislation in the works
Twitter Handles:
Jessup Wealth Management (@JessupWealth) / Twitter
Mark McEvily (@MarkMcEvily) / Twitter
Matthew Jessup (@matthewcjessup) / Twitter
Show Notes:
1. Tweet by JC Parets - https://twitter.com/allstar.../status/1392906323868651523...
2. Tweet by The Irrational Investor - https://twitter.com/positio.../status/1394314333849460739...
3. Blog Post by Charlie Bilello on compoundadvisors.com - https://compoundadvisors.com/.../the-most-important-rule...
4. Tweet by Jeff Levine - https://twitter.com/CPAPlanner/status/1390489976006193153
...more
45min
May 19, 2021The Independent Advisors Podcast Episode 98: Peace of mind can outweigh the price tag
Mark & Matt Discuss the Following on Episode #98:
What is the VIX?
What does in mean when stocks and treasuries are down simultaneously?
Stock returns are anything but average
Peace of mind can outweigh the price tag
5 psychographic retirement groups
Twitter Handles:
Jessup Wealth Management (@JessupWealth) / Twitter
Mark McEvily (@MarkMcEvily) / Twitter
Matthew Jessup (@matthewcjessup) / Twitter
Show Notes:
Blog post by Ben Carlson -https://awealthofcommonsense.com/2021/04/stock-market-returns-are-anything-but-average/Tweet from Camille Koppenberg - https://twitter.com/ckoppenberg/status/1390778775068053505
...more
41min
May 13, 2021The Independent Advisors Podcast Episode 97: Inflation Estimates
Matt & Aaron Discuss the Following on Episode #97:
Update on Elective Surgeries
Travel Update (i.e. travel booking websites activity)
Update on Inflation Estimates
Stats on “Sell in May & Go Away”
Financial Planning Topic of the Week: “Ordering the Combo: Life Insurance with LTC Benefits”
Twitter Handles:
Jessup Wealth Management (@JessupWealth) / Twitter
Mark McEvily (@MarkMcEvily) / Twitter
Matthew Jessup (@matthewcjessup) / Twitter
Show Notes:
1. https://www.bbc.com/news/world-us-canada-57003722?xtor=AL-72-%5Bpartner%5D-%5Bbbc.news.twitter%5D-%5Bheadline%5D-%5Bnews%5D-%5Bbizdev%5D-%5Bisapi%5D&at_custom4=D3F1A1A2-ADF6-11EB-88A4-5BA44744363C&at_campaign=64&at_custom2=twitter&at_custom3=%40BBCWorld&at_medium=custom7&at_custom1=%5Bpost+type%5D
2. https://www.nerdwallet.com/blog/insurance/combine-life-insurance-long-term-care/
...more
43min

FAQs about The Independent Advisors:

How many episodes does The Independent Advisors have?

The podcast currently has 356 episodes available.