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:

March 04, 2020Episode 36: Volatility Remains, Making Decisions Under Stress, Risk in the Stock Market, Dollar Cost Averaging VS Lump Sum Investing
Mark & Matt Discuss the Following on Episode #36:
State of the Markets after volatile week of trading
Making decisions under stress is never a good idea
Average returns for the market after previous, similar sell offs
We need to go through tough periods in the market to enjoy the returns of stocks over the long run
Dollar Cost Averaging VS Lump Sum Investing
...more
34min
February 28, 2020Episode 35: Volatile Week for Stocks, Choosing Retirement Accounts, Fear Mongering in the Media, Earnings Growth, Emergency Savings Accounts
Mark & Matt Discuss the Following on Episode #35:
Volatility returns to the stock market
Does anyone truly know the reason for rising and falling stock prices?
The importance of choosing your retirement accounts wisely
Fear mongering in the media
Earnings Growth
Which S&P 500 sectors have the most revenue exposure to China?
The real value of $100 in your metro area
Emergency Savings Accounts
...more
53min
February 20, 2020Episode 34: The SECURE Act with Ashby Daniels
Joining Mark this week is Ashby Daniels. Ashby is a financial advisor in the Pittsburgh area with Shorebridge Wealth Management. He also has his own blog: The Retirement Field Guide. Mark and Ashby discuss the following on this episode:
- Ashby’s background
- The SECURE Act:
Elimination of the Stretch IRA provision in favor of the 10 year distribution rule
RMD Age moved back from 70.5 to 72
Contributing to a Traditional IRA beyond 70.5 if still working
- Ashby’s favorite financial planning tips

Where to find Ashby:
Blog: The Retirement Field Guide: https://retirementfieldguide.com/
Twitter: @DanielsAshby
...more
29min
February 13, 2020Episode 33: FAFSA & Financial Aid with Lindsey Griffin
Mark and Matt have their first guest on the podcast:
Lindsey Griffin, who works in the Financial Aid & Admission Office at The University of Dayton joins the podcast to discuss the following:
What is FAFSA (Free Application for Federal Student Aid)?
How does one apply?
How long is the process?
What information do parents need to complete the application?
What determines how much financial aid students will get?
What are some things that people should pay attention to when applying for financial aid?
What are some common misconceptions surrounding financial aid?
What else is currently available in terms of financial aid for students?
...more
31min
February 04, 2020Episode 32: Caronavirus dominating headlines, interesting chart on financial predictions, Good Debt & Bad Debt
Mark & Matt discuss the following on Episode 32:
Caronavirus Update
National Financial Conditions Index
The problem with listening to predictions
Good Debt & Bad Debt
...more
41min
January 28, 2020Episode 31: Caronavirus & Past Epidemics, What is wealth? & the skinny on credit scores
Mark & Matt discuss the following on Episode 31:
More on the Caronavirus
Past Epidemics: How have the global markets been impacted?
What is Wealth?
Changes to how Credit Scores are calculated
...more
37min
January 23, 2020Episode 30: When to take Social Security & Simplifying Personal Finance
Mark & Matt discuss the following on Episode 30:
Phase 1 Trade Deal with China: Under The Hood
Catchy Impeachment News: All bark, no bite?
Taking Social Security Early: Worth it?
Simplifying Personal Finance
...more
40min
January 16, 2020Episode 29: Most searched financial terms for 2019, Kiddie Roth IRA, Geopolitics calm for now
Mark & Matt discuss the following on Episode 29:
US/Iran & US/China Update
Brexit Set for January 31st
Dollar weakness and what that could mean
Are stocks overbought?
The top 10 most searched terms on Investopedia in 2019
Kiddie Roth IRA instead of cash gifts
...more
37min
January 09, 2020Episode 28: Tensions in the Middle East, Corporate Profits, Saving vs Investing, The Financial Priority Pyramid
Mark & Matt discuss the following on Episode 28:
US Drone Strike in Middle East Causes Oil Spike
Corporate Profit & US Consumer Strength
Saving vs Investing
Auto Sales
“The Financial Priority Pyramid”
...more
36min
January 02, 2020Episode 27: Strong year for stocks, State of the Markets, More on the SECURE Act
Mark & Matt discuss the following on Episode 27:
Stocks finish the year strong
Q4 Earnings Season beginning soon
State of the Markets heading into 2020
Follow up to last weeks discussion of the SECURE Act
...more
34min

FAQs about The Independent Advisors:

How many episodes does The Independent Advisors have?

The podcast currently has 356 episodes available.