The Northbound Wealth Podcast

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast.  Brent has spent nearly two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth
2. Q1 2024 Earnings: The Devil Is In The Details by Northbound Wealth
3. Retirement:  Important Birthdays Over 50 by Northbound Wealth
4. AAII, Charles Rotblut Editor and CFA: "Speculative Assets Placed Into ETF's Can Still BE Wrecking Balls"

Please subscribe by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player.  Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast.  Brent has spent nearly two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth
2. Technical Analysis Spotlight - Brent Foster, CEO of Northbound Wealth and Stock earnings comments
3. The Psychology of Love & Money
4. Important Tax Information for the Upcoming Filing Season, Reg Changes, and link to Secure Act 2.0 on my blog. 
5. Secure Act 2.0 Changes that Could Impact Your Finances in 2024

Please subscribe by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player.  Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast.  Brent has spent nearly two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth
2. Technical Analysis Spotlight - Brent Foster, CEO of Northbound Wealth

Please subscribe by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player.  Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent has spent the last 18+ years in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.

Please join Brent as he shares his experience and knowledge about personal finance and Investing. Subscribe today!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO
2. My annual "Thank You" and graditude to all the individuals that make up the institutions that make what I do for clients at Northbound Wealth possible. 

• My clients - You know who you are!
• Charles Schwab & CO.
• Orion
• Forge Trust
• BlackInk IT
• SalesForce FSC
• FMG Suite
• XYPN Planning Network
• Smart RIA
• Microsoft - Office Suite

Other Professionals in various fields such as Legal, Tax, Accounting, Research, and other services!  There are too many to list here! Thank you!!

Final Segment: Technical Spotlight, Key Facts, some History, 2023 comments by Brent Foster of Northbound Wealth with source articles from Investopedia. 

• The S&P 500 (Average Returns, etc.)
• The Dow Jones Industrial Average
• The NASDAQ, NASDAQ Composite, and NASDAQ 100

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at [email protected] or by visiting our website contact us page at https://www.northboundwealth.com/contact

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent has spent the last 18+ years in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.

Please join Brent as he shares his experience and knowledge about personal finance and Investing. Subscribe today!

This week's format:

Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO

2024 Price Targets for the S&P 500

FACTSET - Industry Analysts Predict The S&P 500 Will Close Above 5,000 in 2024 by John Butters, Sr. Earnings Analyst (12/8/2023) 

Comments by Brent Foster, CEO of Northbound Wealth:  I apprecate the "Bottom-up vs. Top-Down" approach they take 

Business Insider | Market Insider: "Here's a complete rundown of Wall Street's 2024 stock market predictions" by Matthew Fox (12/7/2023)

Comments and opinions by Brent Foster, CEO of Northbound Wealth. 

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at [email protected] or by visiting our website contact us page at https://www.northboundwealth.com/contact

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent has spent the last 18+ years in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.

Please join Brent as he shares his experience and knowledge about personal finance and Investing. Subscribe today!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO
2. I discuss the best and worst stock performers in the S&P 500 so far in 2023 as of 12/7/23 (Schwab data) and provide my thoughts. 

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at [email protected] or by visiting our website contact us page at https://www.northboundwealth.com/contact

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent has spent the last 18+ years in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.

Please join Brent as he shares his experience and knowledge about personal finance and Investing. Subscribe today!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO
2. What you can do when your child turns 18 - Brent Foster
3. 2023 Market Review & 2024 Market Outlook - Brent Foster

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at [email protected] or by visiting our website contact us page at https://www.northboundwealth.com/contact

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent has spent the last 18+ years in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.

Please join Brent as he shares his experience and knowledge about personal finance and Investing. Subscribe today!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO
2. Money, Possessions & Eternity by Randy Alcorn (Chapt. 7 - Exerpt)
3. Technology Guide for Dementia Patients and Their Caregivers - Brent Foster
4. "Stock Strategies" from the American Association of Individual Investors November 2023:  The Pros & Cons of Investing in BDC's to Access Private Equity - "Business Development Companies offer the opportunity to invest in some attractive areas; however, there are significant risks."

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at [email protected] or by visiting our website contact us page at https://www.northboundwealth.com/contact

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent has spent the last 18+ years in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.

Please join Brent as he shares his experience and knowledge about personal finance and Investing. Subscribe today!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO
2. November (Movember) - Social Awareness and Perspective
3. Technical Spotlight and Charting of the Nasdaq (QQQs) and the S&P 500 with Brent Foster - Upside and Downside Price Targets

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at [email protected] or by visiting our website contact us page at https://www.northboundwealth.com/contact

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent has spent the last 18+ years in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.

Please join Brent as he shares his experience and knowledge about personal finance and Investing. Subscribe today!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO
2. Technical Spotlight and Charting of the S&P 500 with Brent Foster
3. No One Likes Taxes: Tax Cuts & Jobs Act of 2017 - Brent Foster
4. Financial Friday Tip - Various Ways To Manage Your Estate with Brent Foster
5. Interest Rates & Treasuries: The 1YR - Tbill. versus The 10YR - Tbill with Brent Foster

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at [email protected] or by visiting our website contact us page at https://www.northboundwealth.com/contact

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.