On December 22nd, 2021, President Biden announced that the federal freeze on student loan repayments and interest accumulation would continue through May 1st, 2022. We’ve seen several student loan moratorium extensions since it was enacted in March 2020. It is unclear if additional postponements are to be anticipated, but the White House has suggested this could be the final deferral. Regardless, we’ve received several inquiries from clients with student debt around how they should be thinking about this unique period and what they can be doing to take advantage of the break.

Collin Wright, MBA Candidate at The Wharton School, is back on this episode of The Trade-Off to check in on this grad school journey and shares his internship experience at Dick's Sporting Goods.

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Midwest native and professional athlete, Mike Carlson joins The Trade-Off to share his story of playing basketball for the majority of his life and how he's worked to get to where he is today playing professionally over the past seven years. Mike currently plays in the Netherlands' BXNT League for Heroes Den Bosch and formerly was in Spain's ACB league (Acunsa GBC).

Check out Mike on Instagram & Twitter: @mikeykaz05


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Brooke Levey, CFP® Financial Advisor & Director of Client Services at LCK Wealth Management joins this episode to discuss her career journey of becoming a financial advisor. Brooke shares valuable insight on what she has learned from past experiences as well as what a typical day can look like as a financial advisor.

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On this episode, Ray Baraldi and Morgan Buswell are joined by Jamie Ziegler, founder of JZ Coaching, Consulting Partner with Focus Consulting Group to discuss The Enneagram. The Enneagram is a useful guide on your journey towards self-development, relationship building, conflict resolution, and the improvement of team dynamics. Listen as Jamie breaks down the nine Enneagram types, tips to identify each type, and how to achieve the highest level of self-mastery.


To learn more about The Enneagram (https://www.enneagraminstitute.com/type-descriptions)
To learn more about Jamie Ziegler & JZ Coaching (http://www.jzacoaching.com/)

"The Art of The Enneagram" by Ginger Lapid-Bogda, PhD (https://theenneagraminbusiness.com/product/the-art-of-the-enneagram/)


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"WEDDING SZN." On this episode, Ray Baraldi & Morgan Buswell are joined by sisters, Tori Jackson & Emily Zander who share their experiences on getting married, planning for "the big day" and ironically tying the knot within months of each other. The group also shares stories about past weddings they've attended or have been a part of and ultimately how weddings can easily become an entire season. Listen for planning and budgeting tips!


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Katie Piazza, Director of Administration & Finance at Penn's Institute of Immunology joins this episode of The Trade-Off to discuss her background and path to a career in higher education.

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Matt Hougan, CIO at Bitwise Asset Managment shares a brief history of digital currencies, what he and his team are closely observing, and the outlook for digital currency as an asset class.


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Chief Investment Officer, Jeremiah Riethmiller & Senior Financial Advisor, Ray Baraldi talk: where markets are headed with increased volatility, disruptive innovation themes for the short and long term, cryptocurrency exposure, measuring risk-reward, and investing "FOMO".


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Chicago native and Hightower’s Head of Fixed Income & Portfolio Manager, Lee Majkrzak joins The Trade-Off to talk bonds and how investors can be thinking about them. Lee also shares with Ray Baraldi and Jeremiah Riethmiller his typical day-to-day as well as former experience on the Chicago Board Options Exchange (CBOE) trading floor.

(*Note: this conversation was recorded pre-Chicago Bears' 21-9 loss to the New Orleans Saints in NFC wild-card game; our thoughts go out to Lee and all other Bears fans.)


For more information, email us at [email protected] or visit our website: sarian.hightoweradvisors.com
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