The Northbound Wealth Podcast

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent 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 to teach and educate about investing, economics, and personal finance!

This week's format:

• Market News & Insights
• Tax Tip of The Week
• Chart(s) of The Week
• Happy Easter & April is National Stress Awareness Month
• Final Days Until Tax Day (April 15th)
• 5 Ways American's Overpay In Taxes
• Debunking Social Security Myths
• Data Center & AI Infrastructure Boom | Indiana Is At The Center of It - Pros & Cons
• The Typical Home U.S. Home Is 44 Years Old-And Needs Tons Of Work | WSJ by Veronica Dagher
• The Complicated Financial Lives of Dentists, the Millionaires Next Door | WSJ by Miriam Gottfried

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. 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 spent 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 to teach and educate about investing, economics, and personal finance!

This week's format:

• Market News & Insights
• "Don't watch the market too closely" - Warren Buffett
• Historical Data - Corrections
• FED Chair, Jerome Powell, speaks to Harvard University Students, Bloomberg. - 3/30/26
• Selling pressure intensifies as now nearly 300 of the S&P 500 names trade lower in 2026
• Buying Opportunities? - Northbound Wealth's Brent Foster - 3/30/26 (Technical Analysis)
• Goldman Sachs: War-driven sell-off improves setup up for U.S. stocks ahead of key earnings.
• NVDA - valuation falls to S&P 500 parity for first time in over a decade

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. 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 spent 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 to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market News & Insights
2. Don't Panic, Stay Focused
3. Monday's Market Brief 3/23/26
4. Fed Chair History
5. What's the best way for adult children to buy a home? These days...
6. What a $ Frappachino can teach your teen

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. 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 spent 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 to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market News & Insights
2. 2026 Letter to Young Professionals
3. Investor's Business Daily | "Oil Prices Slide As Iran Opts For 'Porous' Strait of Hormuz" by Jed Graham
4. Three Numbers Every Woman Should Know

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. 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 spent 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 to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Insights & News - Markets Weather Middle East Conflict, Focus On Oil
2. Mortgage News Daily
3. As tax season approaches
4. Charts of The Week: "JPMorgan Guide To The Markets"
5. S&P 500 selloffs around geopolitical events
6. U.S. is a net exporter
7. Asset Class Returns - Diversification among different asset classes is important in portfolio construction

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. 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 spent 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 to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Insights & News
2. Supreme Court Rules Against White House Tariffs
3. "HALO" Stocks - Hard Assets, Low Obsolescence
4. Mortgage New Daily - February 23, 2026
5. Charts of the Week:
6. JPMorgan Asset Management | Guide To The Markets (Slide 16) | S&P 500 Annual Returns and Intra-Year Declines
7. "Magificent 7" vs. S&P 500 Cap-Weighted vs. S&P 500 Equal-Weighted Index's
8. Software Stocks vs. Semiconductor Stocks
9. Growth Stocks vs. Value Stocks
10. Federal Funds Rate vs. Inflation Rate
11. The Arora Report | Februrary 23, 2026 by Nigam Arora (Excerpts)
12. Morning Brew | Sunday Special | Februrary 22, 2026 | Private Equity (PE & PE Funds) Is Private Equity Past It's Prime? Pros & Cons of Private Equity and more...

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. 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 spent 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 to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Insights & News
2. When to expect your 1099 - Checklist
3. Excerpt from "Notes on the Week Ahead | Real Economy Challenges," by Dr. David Kelly, Chief Global Strategist, JPMorgan Asset Management | Feb. 9, 2026
4. Q4 2025 Earnings Review | noteable stock (tickers): PLTR, GOOG, LLY, AMZN

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. 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 spent 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 to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Insights & News
2. The Housing Market Is Swinging Towards Buyers | WSJ.com by Nicole Freidman
3. AI's Fundraising Frenzy Continues | WSJ.com by Kate Clark
4. Technical Analysis Spotlight (S&P 500) by Brent Foster

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. 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 spent 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 to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Insights & News
2. 2025 Look Back, 2026 Look Ahead, Checklist
3. If you are 50+, do you know how your catch-up contributions are changing?
4. Is “Waiting Until 70” a smart Social Security move?
5. Are You Supporting Your Adult Child Financially—or Subsidizing Their Lifestyle?
6. Hybrid Work - Does It Make Sense?
7. University of Indiana Hoosiers Football | Natty Champs! Congrats on a legendary undefeated season!

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. 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 spent 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 to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Insights: All Three Major Averages Rise
2. Trump Calls for 10% Cap on Credit Card Interest Rates by Meridith McGraw, WSJ
3. What 10% Credit Card Rate Cap Would Mean for Your Wallet by Veronica Dagher, WSJ
4. When Your Private Fund Turns $1 Into 60 Cents by Jason Zweig of the Wall Street Journal

My Oregon Ducks had a great season and I'm proud of the guys for fighting hard (Oregon is and always will be in my blood), but I'm also proud of my Indiana Hoosiers for a legendary season that I hope finishes with a big W over the Miami Hurricanes! Finish Strong Hoosiers!

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. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.