The Northbound Wealth 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. Using EBITDA and Enterprise Value to Calculate a Stocks' Worth, by Jack Gilleland, AAII Assist. Financial Analyst

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. The Impact of SECURE ACT 2.0 in 2024 and Beyond

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. 2023 Year-End Checklist
3. Money, Posessions & Eternity by Randy Alcorn - Excerpt by Brent Foster on Chapt. 11 (pg. 159-160)
4. Breast Cancer Awareness Month - You can support locally by checking out this link at the Indiana University Melvin and Bren Simon Cancer: https://give.myiu.org/crowdfunding/I380015965-CF.html\

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. AI's Role In Shaping Our Tomorrow - Brent Foster
3. Technical Analysis Spotlight and Market Thoughts with Brent Foster, CEO of Northbound Wealth
4. Top 10 Questions High Net Worth Individuals Ask About Social Security - 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. Technical Analysis Spotlight and Market Thoughts with Brent Foster, CEO of Northbound Wealth
3. 2023 Fight Club / PHARE Warrior Golf Outing & Kickoff for Round 18! 
4. 2023 Noblesville Chamber of Commerece "Birdies & Brews VIII" Golf Outing shout out and Thank you to Tom Marquell, the city of Noblesville, and Indy PodLab!

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. Understanding the September Effect - Brent Foster, CEO of Northbound Wealth
3. September - College Savings Month
4. Investor's Business Daily: "The One Generative AI Risk that No One Is Talking About"
5. 1st Annual "Warrior" Golf Outing By PHARE Warrior / Fight Club On 9/11

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. An Inspiring Story #PeopleHelpingPeople #Kindnessmatters
2. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO
3. Women's Equity Day
4. Technical Analysis Spotlight: S&P 500, Apple, Disney, Nvidia (stocks)
5. John C. Maxwell: "When was the last time you did something for the first time?"

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. Bloomberg News: Goldman Sachs Pencils in First Rate Cut in Second Quarter of 2024
3. Charles Schwab: Interest Rates with Brent Foster, CEO of Northbound Wealth
4. AAII Investor Survey: Sentiment Survey
5. AAII Asset Allocation Survey
6. AAII: Record-High Participation in Retirement
7. Source: How America Saves 2023; Edition Vanguard, June 2023
8. AAII - The Big Question: How AAII Members Have Responded to Interest Rate Hike (excerpt). 
9. Technical Analysis Spotlight: S&P 500 technicals with Brent Foster, CEO of Northbound Wealth 
10. Investopedia: Double Top vs. Double Bottom
11. 2023 Charles Schwab Modern Wealth Survey

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 Managment 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 Analysis Spotlight with 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 Managment 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 Tips for Sending Children Off to College with Brent Foster
3. "A tax-smart way to develop and sell appreciated land" - Peachin Schwartz & Weingardt

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.