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 370 episodes available.

The Independent Advisors episodes:

August 13, 2021 The Independent Advisors Podcast Episode 110: Guest, Brian Feroldi!
Twitter Handles:
Jessup Wealth Management (@JessupWealth)
Mark McEvily (@MarkMcEvily)
Matthew Jessup (@matthewcjessup)
...more
21min
August 06, 2021 The Independent Advisors Podcast Episode 109: Get to know Matthew Jessup!
Twitter Handles:
Jessup Wealth Management (@JessupWealth)
Mark McEvily (@MarkMcEvily)
Matthew Jessup (@matthewcjessup)
...more
41min
July 28, 2021 The Independent Advisors Podcast Episode 108: How to Prepare for a Lengthy Bull Market
Twitter Handles:
Jessup Wealth Management (@JessupWealth) / Twitter
Mark McEvily (@MarkMcEvily) / Twitter
Matthew Jessup (@matthewcjessup) / Twitter
Show Notes:
1. George Maroudas - https://twitter.com/ChicagoAdvisor/status/1414683578936475648
2. Ben Carlson - https://awealthofcommonsense.com/2021/06/how-to-prepare-for-a-lengthy-bull-market/
3. Michael Batnick - https://theirrelevantinvestor.com/2021/06/09/the-shoeshine-indicator-is-dead/
4. Jeff Levine - https://twitter.com/cpaplanner/status/1414643330667978761?s=11
...more
39min
July 16, 2021 The Independent Advisors Podcast Episode 107: Most Overlooked Tax Breaks for Retirees
Twitter Handles:
Jessup Wealth Management (@JessupWealth) / Twitter
Mark McEvily (@MarkMcEvily) / Twitter
Matthew Jessup (@matthewcjessup) / Twitter
Show Notes:
1. https://twitter.com/davidschawel/status/1414671306675609604?s=11
2. https://www.topdowncharts.com/post/a-post-pandemic-investment-boom?fbclid=IwAR3jJpTKcPuF9vXnE6WbvT4Svy5nkxlFlmxINPS9HNJMjXZMdwU-PzhImu4
3. https://twitter.com/BP_Rising/status/1412090540775071747
...more
41min
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

FAQs about The Independent Advisors:

How many episodes does The Independent Advisors have?

The podcast currently has 370 episodes available.