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 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. The Transcript: "Healing Capital Markets" excerts from earnings calls and some notable CEO's. 
3. Self-Proclaimed DIY Investors, by Brent Foster
4. 401K Specialist - "1 in 5 Fear Never Being Able to Retire" by Brian Anderson, Editor In Chief
5. 401k Specialist - "Retirement could be a nightmare for Generation X" (GEN X). 

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 and discussing JPMorgan's view of levels. 
3. The Daily Upside on July 17, 2023 excepts - "Nobody Wants to Invest in Small Tech" and "Elon Musk keeps on Trucking (Cybertruck)"

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. By the News / By the Numbers 6/26/23: MFS Investment Management
3. The Daily Upside: White Collar Woes and FTC Closes In On Influencers
4. The Physchology of Money by Morgan Housel: No One's Crazy, Chapter 1 excerpt
5. CNBC: Finance no. 1 Industry for Gen Z

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. Northbound Wealth's Innovation and Disruptive Technologies Series part 1:

- "14 Innovation trends with exponential growth potential Ark's big ideas 2023:" ZDnet.com's article written by Vala Afshar. Comments by Brent Foster, CEO Northbound Wealth.

3. Technical Analysis Spotlight with Brent Foster, CEO 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 intendedas 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.

2. The Daily Upside excerpts: Buffett Annual Meeting review and SEC Whistleblower record payout.

3. Excerpt from "God Own's It All," by Ron Blue, Contrasting the stories of Howard Hughes with George Muller. "Breaking the Power of Money."

4. Technical Analysis Spotlight with Brent Foster, CEO Northbound Wealth.

• S&P 500 Large Cap Index trading vs. S&P 500 Equal Weight levels.
• Chip/Semi-Tech Stocks, NVDIA, AI, etc.
• Consumer Discretionary - Auto, Ford - Tesla partner up.

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 intendedas 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.

2. Bull Market? What is a Bull Market and S&P 500 Levels?

3. Living Trusts: Understanding the Basics and Key Considerations

4. Technical Analysis Spotlight: Duration and Bond Trading, S&P 500 Trend and trading levels, near-term outlook. Debt Ceiling, China, and everything else comments.

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 intendedas 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.

2. OpenAI and ChatGPT

3. Technical Analysis spotlight, S&P 500 support and resistance levels, outlook.

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 intendedas 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 17+ 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. (Week 40, E40)

2. Trying to Time a Recession

3. Technical Analysis spotlight, S&P 500 support and resistance levels - what's working and what's not.

3.a. Debt Ceiling, etc.

4. Eye Popping Cost of College

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 intendedas 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 17+ 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.

2. Stock Earnings reports, price targets, analysis, and comments.

• Apple
• Microsoft
• Amazon
• Meta (Facebook)
• JPMorgan Chase
• Bank of America
• Wells Fargo
• Charles Schwab
• Goldman Sachs

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 intendedas 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 17+ 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, etc.

2. AAII Investor Sentiment Survey, April 2023

3. AAII Model Allocations (Stock v. Bonds-Cash) Portfolio Positioning Survey

4. How will working affect your Social Security Benefits?

5. What to do when your income reaches 7 figures

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 intendedas 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.