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 Insights: The Fed Weighs Rate Move
• Ethereum Battles Bitcoin for Wall Street Whales, Written by Jaime Wilde of the Daily Upside, August 26, 2025.
• Thestreet.com: Wall Street's favorite analyst just dropped a bombshell, Wall Street veteran Tom Lee says Ethereum is going through a transformation as big as the U.S. leaving the gold standard, by Mehab Qureshi
• Palantir (PLTR): Who they are and what do they do FAQ's. by Palantir Techologies August 21, 2025

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by visiting our website contact us page.

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 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 Insights & Timely Information
• Technical Analysis Spotlight
• Inflation
• Relocating In Retirement
• Will My Money Last?
• Leaving IRA's To The Kids?

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by visiting our website contact us page.

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 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 Insights and highlights of PLTR, AAPL, TSLA
• Retirement & Behavioral Finance 101
• August 7, 2025 - Trumps Executive Order - Alternative Investments in 401ks (Private Equity, Hedge Funds, Real Estate, Venture Capital, etc.)
• Is it good for everyone?
• Taking Charge of Your 401k
• Back to School Savings Tips
• August is National Make-A-Will Month

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by visiting our website contact us page.

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 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 Insights
• Apple, Amazon, Alphabet, Meta, Netflix earnings review, how are they doing, and price targets (expectations).

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by visiting our website contact us page.

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 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 Insights
• Fund Flows
• Roth IRA's
• Market Thoughts

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by visiting our website contact us page.

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 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 Insights
• The One, Big Beautiful Bill - Signed into law in July 2025 | AICPA | Allistair M. Nevius, J.D. (July 2025) / The Journal of Accountancy

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by visiting our website contact us page.

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 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 Insights – Northbound Wealth

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by visiting our website contact us page.

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 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 Insights – Northbound Wealth
• Tom Bowley CMT | Earningsbeat.com – “The Fed is Getting It Wrong AGAIN As They Hold Rates Steady” (Stockcharts.com)
• Understanding the Nuances of Stock Options vs. RSUs
• Ever heard of luxury home swapping?
• Did you know that the top 10% of earners account for nearly half of all U.S. consumer spending?
• What’s the one subject your kids won’t learn in school—but absolutely should?
• Back to Basics: An Inside Look at Asset Allocation, Warren Buffett on Emotion and Investing, Time in the Market, Not Timing the Market, The Value of Financial Professionals, Schedule a Complimentary Financial Assessment

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by visiting our website contact us page.

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 nearly 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 in an effort to teach and educate about investing, economics,  and personal finance!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth 
2. How Much Do You Really Know About Stock Market Index’s?
3. TrendLabs | Everybody's Wrong by JC Parets, CMT & Founder of TrendLabs - June 17th article entitled "Retail Investors Are Selling"
4. For the Class of 2025 | What does the Job Market Look Like?
5. What Books Are You Reading This Summer?

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple,  Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us  out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by sending us a message by using our contact us page: https://www.northboundwealth.com/contact

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my cohosts, 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 nearly 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 in an effort to teach and educate about investing, economics,  and personal finance!

This week's format:

Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth 

What Happens When the S&P 500 Breaks Below Gap Support, David Keller, CMT, Sierra Alpha Research.

What do a lot of people overlook when they inherit IRAs

Preparing your taxes for next year? The IRS has outlined what married couples filing jointly need to know about the 2025 tax brackets.

Through Ups, Downs, and Headlines: What Still Works - Brent Foster. 

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to  podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at [email protected] or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my cohosts, 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.