The Northbound Wealth 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. Technical Analysis Spotlight - 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 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!

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

This week's format:

1. Weekly Market Update 3.27.23 - Review and current state of markets.
2. Money that Buys Good Health is Never ill Spent
3. How Income Taxes Work...
4. Does Credit Scores Affect Insurance Rates?
5. Understanding FDIC Insurance - How it works and what it covers

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!

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

This week's format:

1. Weekly Market Update 3.21.23 - Review and current state of markets.
2. Fed and Interest Rates, S&P 500 Trends/Technicals
3. Alternative Assets Aren't So Easy to Get Out Of - AAII Editor Charles Rotblut, CFA
4. Financial Planning: AAII - The Truth About Annuities, Stan Haithcock "Stan the Annuity Man"

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 15+ 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!

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

This week's format:

1. Charles Schwab & Co. Letter from Charles Schwab: Charles Schwab, Founder and Co-chairman and Walt Bettinger, CEO and Co-chairman 
2. Weekly Market Insights - Week 34, March 13, 2023
3. Tax Tip
4. The Motley Fool - Silicon Valley Bank Failure - Email
5. The Demise of Silicon Valley Bank by Marc Rubenstein, Net Interest blog.
6. S&P 500: The 3,800-3,500 confluence levels - Tested?!

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 15+ 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!

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

This week's format:

1. Monthly Market Insights - Week 33
2. Global Markets Data
3. Real Rate of Return

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 15+ 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!

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

This week's format:

1. Weekly Market Insights - Week 32
2. LTCMA's JPMorgan - Executive Summary
3. Managing God's Money, by Randy Alcorn.

- Chpt. 21: Teaching Children How to Manage God's Money & Possessions

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 15+ 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!

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

This week's format:

1. Weekly Market Insights
2. Estate Management - Principles and Why you need it!
3. Saving Early - The benefits of compounding
4. Technical Analysis Spotlight - S&P 500 Levels

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 15+ 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!

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

This week's format:

1. Weekly Market Insights & Technial Surveillance.
2. Market Volatility Commentary - Marko Kolanovic - Chief Global Markets Strategist at J.P. Morgan Securities LLC
3. Technical Analysis Spotlight - Northbound Wealth
4. Where have all the $200k homes gone? - Ben Carlson
5. Insider Trading "Shadow Trading" - The Daily Upside
6. The Politics of Chat Bots - ChatGPT (AI) - The Morning Brew
7. Important Tax Dates in Life - Northbound Wealth
8. 2023 Tax Rates - Update - Northbound Wealth

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 15+ 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!

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

This week's format:

1. Weekly Market Insights & Surveillance.
2. High Net Worth and Affluent Investor Challenges.
3. The 4-Step Simple Process for engageing Northbound Wealth.

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 15+ 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!

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

This week's format:

1. Market Insight - Review last week markets and technical levels or trends
2. Q1 2023 Earnings Report Update
3. Dave Ramsey's Financial Peace University - Lead in to FPU and Financial Peace (Course)
4. Director's & Officer's Insurance - "why you may need it" - Northbound Wealth

Dislcosure: 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 should not be relied upon for any investment, tax, or legal advice OR as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.