Up and to the Right

By Signature Wealth Management Group

Welcome to Up and to the Right; presented by SWMG, a podcast where employees and guests of Signature Wealth Management Group talk about what’s new in financial news, financial planning topics that aff... more

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FAQs about Up and to the Right:

How many episodes does Up and to the Right have?

The podcast currently has 37 episodes available.

Up and to the Right episodes:

September 21, 2023 Remembering 9/11
Russell Harris, Brian Ransom, and Ian Payne are back to discuss 9/11 and the impact it made on the United States. We reflect on what we remember from 9/11/2001 (00:55). The economic impact of 9/11 (08:59). New U.S. additions post-9/11 (22:35).
Send us your questions! Email: [email protected].
Learn more at signaturewmg.com
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36min
August 28, 2023 Spotlight: Entrepreneurship with Samir Patel
Today we have the privilege to talk with West Point graduate, and entrepreneur, Samir Patel. Samir is the managing partner for Trophy Point Investment Group and a real estate entrepreneurship instructor at Georgia State University. In this episode, Samir dives into how he got into his businesses, lessons learned along the way, and the future landscape of finance.
Who should we talk to next? Email: [email protected].
Learn more at signaturewmg.com
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43min
July 26, 2023 2023 Mid-Year Financial Update
Russell Harris and Brian Ransom are joined by Ian Payne and Sarth Patel. Welcome SWMG’s newest summer intern, Sarth (1:18). Brian’s 2 truths and a lie is a tough one (04:46). Market performance (12:15). Bond performance (16:00). Interest rates (24:19). Housing market (28:02). Outlook on the rest of 2023 (36:52).
Send us your questions! Email: [email protected].
Learn more at signaturewmg.com
...more
53min
June 30, 2023 Investment Basics
Russell Harris and Brian Ransom are back with former intern, now associate financial advisor, Ian Payne! Brian’s 2 truths and a lie on YTD indices (2:10). What is a 401(k) vs. (403b) (08:16). Traditional and Roth IRAs (30:28). Stock bonds vs. mutual funds (44:19). Life insurance and real estate (47:50). In conclusion (57:29).
Send us your questions! Email: [email protected].
Learn more at signaturewmg.com
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1h 2min
June 02, 2023 Planning College Funding with Curt Mangold
Russell Harris and Brian Ransom are joined today by Signature Wealth partner, Curt Mangold. Russell gives us 2 truths and a lie on the cost of college through the years (1:25). What is a 529 plan (4:55)? How the SECURE Act 2.0 is changing the 529 plan (10:32). Tax benefits of college planning (21:47).
Send us your questions! Email: [email protected].
Learn more at signaturewmg.com
...more
31min
May 16, 2023 Spotlight: The 2023 Housing Market with Patrick Waters
Today we have the privilege to talk with Vice Present of Outside Sales at HomeFi Mortgage, Patrick Waters. Patrick gives us a deep dive into the housing market, interest rates, and the current state of mortgages in 2023. He has over 10 years of experience as a loan originator and is responsible for business and relationship development and management for his real estate and referral partners in Destin, Florida. See what Patrick has to offer at https://homefi.us.
Who should we talk to next? Email: [email protected].
Learn more at signaturewmg.com
...more
43min
April 25, 2023 Spotlight: Travel Tips & Tricks with Malisha Mendis
Today we have the privilege to talk with travel blogger and photographer, Malisha Mendis. Malisha has been to 43 countries and counting while balancing her career in the corporate world. As vacation season creeps up on us, we get into a few tips and tricks on saving for travel, how to make the most of your trips, and investing in memories instead of “things.” Check out Malisha’s blog at shortgirlontour.com or DM her on Instagram, @shortgirlontour.
Who should we talk to next? Email: [email protected].
Learn more at signaturewmg.com
...more
34min
April 11, 2023 Headed to a Recession?
Russell Harris and Brian Ransom are back to discuss a looming word… “recession”. Brian’s 2 truths and a lie deals with hypothetical recessions (0:50). Where we’re at and where we’re headed (07:18). How would a recession impact us? (24:05).
Send us your questions! Email: [email protected].
Learn more at signaturewmg.com
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36min
March 28, 2023 Spotlight: Investing in Your Health with Ryan Kennedy
Today we have the privilege to talk with Functional Medicine Practitioner and Board-Certified Clinical Nutritionist, Ryan Kennedy, as he addresses why you should invest in your health.
Ryan Kennedy helps people improve their health through lifestyle and dietary changes. He works with entrepreneurs and busy professionals utilizing efficient & targeted approaches to maximize their performance, longevity, and quality of life. You can learn more about Ryan and what he does on his website, ryankennedyhealth.com, his podcast, “The Ryan Kennedy Show”, or his YouTube page, RyanKennedyHealth, or on Instagram, @ryanckennedy.
Who should we talk to next? Email: [email protected].
Learn more at signaturewmg.com
...more
41min
March 15, 2023 Let’s Dive into SVB and Banks
Russell Harris and Brian Ransom are back to give us a deep dive into how banks play into the current financial environment. How banks operate (0:42). An update on the SVB situation (11:04). The history of banks in the U.S. (17:13). How does this tie into inflation and a recession (26:53)?
Send us your questions! Email: [email protected].
Learn more at signaturewmg.com
...more
36min

FAQs about Up and to the Right:

How many episodes does Up and to the Right have?

The podcast currently has 37 episodes available.