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The Market Call Show
The Market Call Show episodes
- Know This Before You Rollover Your Old 401(k) | Episode 65
Episode 65: Know This Before You Rollover Your Old 401(k)
Keywords: people, money, plan, 401k, rule, big, invest, market, pay, portfolio, rolling, tax, companies, retire, IRA, taxes, fees, starting, earnings, Wealthnet Investments, rollover, Louis Llanes, income, planning, retirement, tax deferred
Podcast Mentions:
FREE Download chapter one of the Financial Freedom Blueprint to learn how to stay ahead of the herd. Visit http://www.pathtorealwealth.com
Schedule a call and free portfolio review http://www.wealthnetinvestments.com
Know This Before You Rollover Your Old 401(k) | Episode 65
New job or career change? What should you do with your 401k? This week on The Market Call Show, I go over the new rule from the Department of Labor that affects 401k rollovers and what that means for you. Why rollover or not, other options for cash flow in retirement, and the right way to structure your tax deferred accounts.
In This Episode, You’ll Hear:
- The new DOL rule, the good, the bad and the ugly
- What to consider when thinking of rolling over your 401k
- Building your retirement wealth vs using your retirement wealth
Please watch on my YouTube channel here https://youtu.be/BoXJXrupXcE&list=UUZZBFVZq3wIkZtToH-StTYw◀︎ Please like and subscribe!
23 min - Creating The Optimal Diversified Portfolio | Eric Crittenden | Episode 64
Episode 64: Creating the Optimal Diversified Portfolio | Eric Crittenden
Keywords: trend, people, etfs, futures, portfolio, fund, run, equity, market, bonds, trade, years, question, hedge funds, return, position, add, long, paying, commoditiesPodcast Mentions:Standpoint Asset Management https://www.standpointfunds.com/FREE Download chapter one of the Financial Freedom Blueprint to learn how to stay ahead of the herd. Visit http://www.pathtorealwealth.comSchedule a call and free portfolio review http://www.wealthnetinvestments.comCreating the Optimal Diversified Portfolio | Eric Crittenden | Episode 64
It is my pleasure to welcome Eric Crittenden to The Market Call Show this week. Eric is the Co-Founder and Chief Investment Officer of Standpoint, an investment firm focused on providing all-weather investment solutions to U.S. financial advisors. His 25-year career path has focused on systematic trend strategies that are uncorrelated with traditional equity and bond portfolios, particularly in hostile market conditions. His candid and frank discussion on diversification optimization speaks truth on market efficiency and is one not to miss.In This Episode, You’ll Hear:• Creating the optimal diversified portfolio• ETF’s vs individual equities• Trend strategies and analysis• Risk in the markets and regulatory confines• Continuous signals and how they can affect long term tradingPlease watch on my YouTube channel here https://youtu.be/A0YkxNTAEgk &list=UUZZBFVZq3wIkZtToH-StTYw◀︎ Please like and subscribe!
1 hr 16 min - The Ultimate Retirement Plan | Wade Pfau | Episode 63
Podcast Mentions:
Wade Pfau’s contact info:Retirement Researcher https://retirementresearcher.com/Podcast: Retire with StyleRetirement Planning Guidebook, Wade PfauFREE Download chapter one of the Financial Freedom Blueprint to learn how to stay ahead of the herd. Visit http://www.pathtorealwealth.com
Schedule a call and free portfolio review http://www.wealthnetinvestments.comThe Ultimate Retirement Plan | Wade Pfau | Episode 63
This week, I am happy to welcome one of the most knowledgeable retirement planning researchers and educators on the planet to my podcast - Wade Pfau. His work is the definitive source of all things related to retirement planning.When Wade Pfau earned his PhD in economics at Yale University, his dissertation was on reforming Social Security. He is the author of The Retirement Planning Guide Book, the program director of the Retirement Income Certified Professional® designation, a Professor of Retirement Income at The American College of Financial Services, and the Co-Director of the Center for Retirement Income.In This Episode, You’ll Hear:• Ways to maximize retirement income without taking on too much risk.• Little known, yet powerful strategies to lower your taxes• Tips on estimating the true cost of retirement• Making choices that enhance your life before you retirePlease watch on my YouTube channel here https://youtu.be/7bM-geh0pyE&list=UUZZBFVZq3wIkZtToH-StTYw◀︎ Please like and subscribe!Keywords: retirement, people, reverse mortgage, expenses, long term care, return, retirement income, fund, assets, tax, annuities, inflation, retire, strategy, spending, social security, cash, approach, accounts, years
1 hr 3 min - Recession Risk, My Strategy and Your Plans | Episode 62
Podcast Mentions:
Episode 36-How to Evaluate Your Investment Performance https://marketcall.podbean.com/e/episode-36-how-to-evaluate-your-investment-performance/FREE Download chapter one of the Financial Freedom Blueprint to learn how to stay ahead of the herd. Visit http://www.pathtorealwealth.comSchedule a call and free portfolio review http://www.wealthnetinvestments.com2023 Recession Risk, My Strategy and Your Plan| Episode 62
Happy 2023! Our clients have been asking LOTS of questions (which we LOVE). This week, on the Market Call Show, I have some crystal ball recession predictions and I’ll take you behind the scenes for the secret sauce in our stock picking strategies. We’re also getting lots of questions about what’s the most money you can withdrawal in retirement? If you are an existing client and haven’t watched before, this episode is for you, it’s how we do--what we do!In This Episode, You’ll Hear:• What is the probability of a deep recession?• The three main factors to look at when screening stocks• How retirement planning will change your income strategyPlease watch on my YouTube channel here https://youtu.be/HGakPUSPdkM&list=UUZZBFVZq3wIkZtToH-StTYw◀︎ Please like and subscribe!
Keywords: people, stock, volatility, investments, important, risk, portfolio, probabilities, sizing, opportunity, clients, talk, recession, higher, failsafe, tax, budget, companies, retirement plan, taxable
30 min - Do This Now! | 8 End of Year Financial Tips | Episode 61
Episode 61: Do This Now! 8 End of Year Financial Tips | Ep 61
Keywords: portfolio, investments, podcast, important, called, year, plan, retirement, roth, income, tax, wealth, number, capital gains, good, assets, retire, bonds, people, performanceDo This Now! 8 End of Year Financial Tips | Ep 61I have 8 important tips for you to consider before the year end. In this week’s episode of The Market Call Show, these tips have really practical, actionable advice you may have not thought about, that can help you accelerate your wealth.In this episode you'll hear:• What are some of the problems people face at the end of each year?• What are the implications of these problems?• 8 specific solutions to start 2023 on the right foot.Podcast Mentions:Visit my website to schedule a call with me, www.wealthnetinvest.com. Or click here Schedule a CallFREE Download chapter one of the Financial Freedom Blueprint to learn how to stay ahead of the herd. Visit http://www.pathtorealwealth.com12 min - Stock Market Tug of War | Episode 60
Keywords: chart, market, recession, stock, downtrend, happening, rally, moving, price action, economists, big, people, interest rates, regional banks, relative, higher, bottom, shows, staples, buy
Stock Market Tug of War| Ep 60
Confused about the status of the market right now? You’re not alone. In this week’s episode of The Market Call Show, I’ll show you what the signals are indicating now and what historical factors are showing us. I’ll also share specific companies that have come into play in this tug of war market.
In this episode you'll hear:
- What economists vs the markets are saying about growth
- Is the market becoming bullish?
- Intermarket dynamics and what they indicate
- What’s happening with cryptocurrencies?
- How the market is responding to China
Podcast Mentions:
FREE Download chapter one of the Financial Freedom Blueprint to learn how to stay ahead of the herd. Visit http://www.pathtorealwealth.com
Follow me on Twitter: @louisllanes
26 min - The Psychology of Money | Gitit Kaufman | Episode 59
10-Point Checklist for a Worry-Free Retirement, http://www.retireready.live
Connecting Dots Counseling, Gitit Kaufman https://www.connectingdotscounseling.com/
The Psychology of Money |Gitit Kaufman| Ep 59
Where did you learn how to think about money and how does that foundation affect your decision making? In this week’s episode of The Market Call Show, I am pleased to welcome Gitit Kaufman, Licensed Professional Counselor with Connecting Dots Counseling. We discuss our personal relationship with money and how it can affect so many aspects of our lives.
In this episode you'll hear:
- What formed your personal relationship with money?
- Baggage, guilt and the reflection of money on ourselves
- Real Wealth vs Perceived Wealth
- The importance of financial psychology when making big decisions
Please watch on my YouTube channel here https://youtu.be/XztIrnCMQtI&list=UUZZBFVZq3wIkZtToH-StTYw◀︎ Please like and subscribe!
Keywords: money, people, important, relationship, decision, talking, big, impacts, feel, piece, uncertainty, question, aware, person, kids, society, work, life, trust, face
1 hr 15 min - Amazon Layoffs and Intelligent Solutions | Episode 58
FREE Download chapter one of the Financial Freedom Blueprint to learn how to stay ahead of the herd.
Visit http://www.pathtorealwealth.com
Amazon Layoffs and Intelligent Solutions| Ep 58What am I seeing on my desk this week? I’m noticing a few trends and will discuss how our clients are approaching the economic situation right now, if Amazon layoffs might be an indicator of bigger things happening in the economy, and how Intelligent Capital Advantage can be the guiding light to figuring out the way to find upcoming opportunities in the market.In this week’s Market Call Show episode you'll hear:
• Are you in wait and see mode?• Amazon layoffs and what it means for the economy• Is the Fed finally slowing with rate hikes?• How the recession can lead to great opportunity• Intelligent Capital Advantage and it’s 3 guiding principlesPlease watch on my YouTube channel here https://youtu.be/TtkoMGcKUHs&list=UUZZBFVZq3wIkZtToH-StTYw◀︎ Please like and subscribe!Keywords: people, investments, portfolio, buying, amazon, stock, big, portfolio construction, capital allocation, opportunities, situation, moving, earnings, podcast, intelligent, part, companies, minded, talk, diversified
20 min - Midterms 2022: Is the Bear Market Over? | Episode 57
Podcast Mentions: Stockcharts TV episode: https://www.youtube.com/watch?v=OJ7TEgqFBHc
Wealthnet Investments, https://www.wealthnetinvest.com, accepting new clients, check website for details
FREE Download chapter one of the Financial Freedom Blueprint to learn how to stay ahead of the herd. Visit http://www.pathtorealwealth.com
Midterms 2022: Is the Bear Market Over? | Ep 57
Is the bear market over now that the midterm elections are behind us? Listen to what I believe matters the most and exactly which important developments could move the markets in the coming months. Spoiler alert…we may not be out of the woods yet.
In this episode I discuss:
• Why a split congress could be helpful in the short-run, but could be harmful longer term
• How the interest rate environment has changed and why you must invest differently in a new interest rate regime – the rules may have reversed
• Why oil companies do not appear to be gouging consumers and how price controls and windfall profit taxes could hurt the economy if politicians are aggressive enough to enact them.
• Investments that are bucking the trend now, and more.
When you are ready, here are some ways we can help YOU with your investing and financial planning:
1. Try the new RISK NUMBER SCORECARD Everyone has a risk number. Let’s find yours. This tool can help you find YOUR personal risk number to have a peaceful investment journey ➡ https://bit.ly/3KJmpwv
2. Read the Financial Freedom Blueprint: 7 Steps to Accelerate Your Path to Prosperity If you’re ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. ➡https://www.pathtorealwealth.com/
You can also get a personalize signed hard cover copy ➡ https://www.pathtorealwealth.com/the-book/p/financial-freedom-blueprint
3. Work with me one-on-one If you would like to talk about planning and investing for your future. ➡https://calendly.com/wealthnet-make-an-appointment/introzoom
32 min - Craft a Clear Integrated Strategy | Eliminate Danger & Find Success | Episode 56
FREE Download chapter one of the Financial Freedom Blueprint to learn how to stay ahead of the herd. Visit http://www.pathtorealwealth.com
Craft a Clear Integrated Strategy | Eliminate Danger & Find Success | Ep 56Financial plans and investment strategies are NOT one size fits all, nor should they be! In this week’s episode of The Market Call Show, I dive into what Integrated Management of your investments means, and why it’s so important to have this approach to maximize your financial and retirement goals.In this episode you'll hear:
• The difference between "cookie cutter" investment strategies and Integrated Management solutions• Organizing and Simplifying Your Accounts for better results and tax diversification• Eliminating dangers and risks to your portfolio• Capturing investment opportunities• Free up your time, have less worry, and better outcomes with integrated portfoliosPlease watch on my YouTube channel here https://youtu.be/9rlFfNogrIQ&list=UUZZBFVZq3wIkZtToH-StTYw◀︎ Please like and subscribe!
14 min
About The Market Call Show
From the publisher's feed
Timely and actionable investment insights for executives, business owners, and family offices, with Louis Llanes, CFA CMT.