The Northbound Wealth 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. Safeguarding Your Identity: Essential Tips for Financial Security
3. Exploring the Financial Impact of Electric Vehicles - Brent Foster, CEO of Northbound Wealth Management

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. Mortgage refinance boom takes hold as weekly demand surges 20% by CNBC's Diana Olick
3. BNPL Loans article posted by CNBC (link here)
4. Make year-end tax planning moves before it’s too late!
5. Financial Planning - Why Do You Need It! - Northbound Wealth's Brent Foster
6. Safeguarding Your Identity: Essential Tips for Financial Security

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. The Impact of Elections on Markets & Tax Policy - Northbound Wealth Management's Brent Foster
2. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth
3. S&P 500: Sector Snapshot - Performance & Valuations with Brent Foster
4. AAII.com: "Six Lessons of Investment Loss to Keep You Winning," by Andrew Stotz, CFA and Host of "My Worst Investment Ever" Podcast. The American Association of Individual Investors: www.aaii.com/authors/andrew-stotz.

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. Elections & Your Finances: What really matters
3. Emotions play a significant role in our relationship with money and financial decisions.

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:

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. BLM Data - update
3. The Great Spending Balance
4. 7 Principles of Long-Term Investing

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. Technical Analysis Spotlight with Brent Foster, CEO of Northbound Wealth
3. Housing Market Data - Quick update - Reuters
4. Artificial Intelligence's Influence on the Investing Landscape
5. Financial Exploitation - The alarming rise in elder financial exploitation (EFE) is reaching new height.
6. How big could A.I. be by 2030?

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:

• Market Insights & Update: STOCKS STAGE COMEBACK AFTER HEAVY MONDAY

YCharts

Stockcharts.com

• CPI/PCE - Comments on the inflation release today 8/14/24 by Brent Foster, CEO Northbound Wealth.

Dr. David Kelly at JPMorgan Asset Management's Chief Market Strategist

Bloomberg Markets

• Simplify Your Financial Life - Week
• Son's & Daughter's Day
• 401k Millionaires

Compound Interest - Calculator

• In you 30s and have nothing saved for your retirement? Here's how you could still retire a millionaire, by Cheyenne DeVon of CNBC.

Cheyenne DeVon bio

CNBC

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 Insights & Update: The correction and sell-off in the stock market and recession fears.
2. Housing Market Update and Data: Redfin
3. Federal Cap on Rents: Redfin
4. Did you know? New Business Filing Requirements for Business Owners
5. Six Things I'd Teach My College Kid

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. The Northbound Wealth 2024 State of the Markets Halftime Report.

For charts and slides and video, please click the link above or the Youtube link below.

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. Housing Market comments
3. The Electric Bill for Our AI Future (6.30.24) by The Daily Upside's Isobel Asher Hamilton
4. Insurance Awareness Day is June 28th - Topical Tips
5. Financial & Retirement Strategies for Women & Conquering Retirement Challenges

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.