The Northbound Wealth 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

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.

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. Q4 2022 Market Review
2. 1st Week of 2023 Review
3. Social Security - The Elephant in the Room
4. 2023 State of the Markets - January 2023 - Coming Soon!

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.

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 update up to 12/19/22
2. Market Technical Analysis Spotlight
3. The Fed, Inflation, and Interest Rates - Market Impact
4. Northbound Wealth State of the Markets Presentation Invite
5. 2023 JPMorgan Global Outlook note
6. Consensus is Economic Recession in 2023
7. 401k Plan Review, Portfolio and Retirement Plan Review
8. Thank you for all the support, Merry Christmas and Happy New Year! I'll see you in 2023!

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.

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 update up to 12/12/22
2. Sam Bankman-Fried charges announced by SEC
3. Portfolio Risk Perspectives
4. Asset Allocation
5. Rebalancing your portfolio
6. Insuring your business with a buy/sell agreement

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.

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. 10 Tips for newly married couples and prevent a rift!
2. Weekly Market Insight - review of last week
3. Monthly Market Review - November 2022

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.

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:

• Market recap of previous week, month, quarter, or year
• The FED and interest rates
• The Bond Market, Treasuries (T-Bills), Yield Curve, 60/40 Model Portfolios are not dead
• The Morning Brew - subscribe today, good coffee reading material.
• Northbound Wealth Blog - Good coffee reading material too.
• S&P 500 Index - Stock market trends, analysis, and comments - Brent Foster, CEO
• Youtube listeners - Check this out!

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.

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:

• Market recap of previous week, month, quarter, or year
• The FED and interest rates
• Tax Tip: Non-Employee Compensation
• FTX & Sam Bankman-Fried (SBF) - The Morning Brew article and CNBC
• Retirement Insights, November 2022
• The Daily Upside - November 17, 2022 - The Moon's Financial Phase

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.

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:

• Market recap of previous week, month, quarter, or year
• The FED and interest rates
• Tax Tip - TAS (IRS Advocate)
• Dave Ramsey - Budget resources www.ramseysolutions.com, Financial Peace University, Total Money Makeover
• Sam Bankman-Fried and the FTX (Crypto Crisis) - AXIOS article

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.

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

Format:

Market recap of previous week, month, quarter, or year

The FED and Interest Rates

"ABLE" Accounts - ADA and people with disabilities

Venture Capital and Private Equity Markets - Market Valuations will DECLINE!

Energy Firms, Big Oil & Gas, Profits and Berkshire Hathaway

Technical Analysis Spotlight - Weekly take on technicals!

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.

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

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.