Wealthion - Be Financially Resilient

By WealthionBusiness Investing

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Typical duration
29 min
per episode

Based on Podcast App listening data

Wealthion - Be Financially Resilient episodes

July 26, 2024 Market Boom: Rate Cuts & Bitcoin to $100,000? | Tom Lee
Will Bitcoin surge past $100,000 by 2025? Discover why Co-Founder and Head of Research at Fundstrat Global, Tom Lee, believes now is the time to invest, his predictions on the market and Bitcoin's future.
In this episode of ‘Speak Up,’ Anthony Scaramucci sits down with Tom Lee, Co-Founder and Head of Research at Fundstrat Global. Tom shares his insights on the current economic climate, explores the potential for significant Fed rate cuts, and why he believes small cap stocks are set for a major rally. Lee also makes a bold prediction that Bitcoin could hit $100,000 by the end of the year.
Fundstrat’s Tom Lee is one of the leading strategists on Wall Street and his famed Granny Shots stock list has outperformed the S&P by MORE than 100% since inception.
Anyone interested in full access to Tom Lee’s institutional-grade research – including daily videos, market alerts, webinars, and fireside chats with CEOs and industry leaders – can sign up at fsinsight.com.
Exclusive to Speak Up listeners, you can access all of Tom’s research at no cost for 30 days! Learn more here: https://bit.ly/speakup-tomlee
Timestamps:
0:00 - Introduction
2:42 - Federal Reserve Rate Cuts Discussion
3:37 - Why Tom Lee is Bullish on Small Cap Stocks
5:21 - Bill Dudley's Comments on Rate Cuts
6:22 - Fed Rate Cut Scenarios
7:45 - Market Predictions for 2030
9:54 - Concerns About US Debt
10:44 - Bitcoin's Performance and Future
14:09 - Geopolitical Impacts on Markets
16:12 - Election Predictions
18:42 - Regulatory Shifts in Crypto
20:18 - Investment Advice: Small Cap Stocks
22:07 - Viewer Q&A: Gold Investments
23:23 - Viewer Q&A: Short-term Cash Investments
24:49 - Viewer Q&A: Rolling Over 401k to IRA
26:00 - Viewer Q&A: Bitcoin Market Cap Predictions
27:33 - Viewer Q&A: Crypto Use Cases
28:40 - Conclusion

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35 min
July 25, 2024How to Build Wealth & Avoid Taxes Like a Pro | Mark Kohler
In episode of Wealthion, Andrew Brill speaks with renowned CPA and lawyer Mark Kohler. As the founder and senior partner at KKOS Lawyers, Mark is dedicated to helping people financially achieve their American dream. Kohler shares his expert strategies on how to build and protect wealth through smart tax and legal planning.

Some of the key strategies they discuss include:
How to utilize Roth IRAs from an early age

The benefits of side hustles and rental properties

Advanced tax strategies to minimize liabilities

Did you like this video? Hit the like button and let us know in the comments!

Timestamps:
0:00 - Introduction
0:27 - Does the American Dream Still Exist?
2:24 - Teaching Financial Responsibility to Kids
5:04 - Benefits of Early Roth IRA Contributions
8:27 - The Rise of Side Hustles and Wealth Building
10:06 - Real Estate Investment Strategies
12:48 - Choosing the Right Type of Real Estate
15:41 - Partnering for Real Estate Investments
17:57 - Self-Directed IRA for Real Estate
20:44 - Setting Up LLCs for Self-Directed IRAs
22:04 - The Importance of Revocable Living Trusts
24:17 - Advantages of S Corporations for Subcontractors
26:48 - Converting 401k to Roth IRA
30:44 - Tax-Free Wealth with Roth IRA
33:17 - Alternative Investment Strategies: Hard Money Lending
35:31 - Investing in Cryptocurrency with Self-Directed IRA
38:10 - Upcoming Crypto Tax Summit Details
40:04 - Political Impacts on Tax Legislation
41:48 - Closing

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48 min
July 24, 2024 US Economy Warning Signs: Bret Kenwell on Volatility, Consumer Health, & Investing
Get ahead of market trends with Bret Kenwell's expert analysis on stocks, crypto, and the economy.
In this episode of Wealthion, host James Connor is joined by Bret Kenwell, an investment and options analyst at eToro. Together, they delve into the latest market trends, discussing everything from the soaring highs of AI stocks to the evolving landscape of cryptocurrencies like Bitcoin and Ethereum. Bret also shares his insights on the health of the US economy, the consumer market, and potential impacts of Federal Reserve policies. Whether you're a seasoned investor or just starting out, this episode is packed with valuable information to help you build and protect your wealth.

TIMESTAMPS:
00:00 - Introduction
01:27 - US Banks & Earnings Season
03:00 - Consumer Spending & Economic Health
03:35 - Real Estate Market Analysis
04:45 - AI Stocks & Valuations
07:23 - US Economy & GDP Concerns
12:20 - Inflation & Federal Reserve Policies
15:39 - Cryptocurrency Insights: Bitcoin & Ethereum
20:14 - Options Trading Trends
21:45 - Roaring Kitty & Market Impact
22:54 - Upcoming Earnings & Economic Data
25:57 - Conclusion

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30 min
July 23, 2024 How to Buy Gold
Have you ever wondered how you can purchase gold? Wealthion's James Connor breaks down how to purchase this valuable precious metal as an asset. Discover how to buy and store gold and from this video. Learn everything you need to know about buying gold and as an investment.

SCHEDULE YOUR FREE WEALTH CONSULTATION with Wealthion's endorsed financial advisors here: https://www.wealthion.com/

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8 min
July 20, 2024 Market Recap: Banking Crisis, Cars and Financial Armageddon
In this Weekly Market Recap, Andrew Brill reflects on the interviews that took place on Wealthion over the past week in another Wealthion Weekly Market Recap!

Timestamps:
0:00- Intro
0:09- Speak Up: Is Financial Armageddon Near?
Full episode:
https://youtu.be/h1tCxiedQD8
10:34- Banking Crisis Ahead: What This Means for Market Volatility
Full episode: https://youtu.be/Ba1uUn6OoXM
20:10- Avoid Financial Failure: The Ultimate Retirement Strategies
Full episode: https://youtu.be/REQmOmD38KA
28:58- Avoid These Used Car Scams! Insider Tips from a Car Dealer
Full episode: https://youtu.be/oS5Xr1hQ99k
37:12- Closing

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41 min
July 19, 2024 Is Financial Armageddon Near?
Discover why gold is a must-have asset, its surprising outperformance, and the threats your portfolio could face in an upcoming financial Armageddon.
In this episode of Wealthion, Anthony Scaramucci talks with Steven Feldman, CEO of Gold Bullion International (GBI). They discuss gold, the markets, the looming threats facing the economy, and the best strategies to safeguard your portfolio during such volatile economic times.
Steven also shares his thoughts on upcoming rate cuts by the Fed, the importance of not being complacent while investing, and the role of gold as a hedge against government chaos.
Be sure to hit the like button and let us know in the comments what topics you'd like us to discuss in upcoming episodes.
TIMESTAMPS:
00:00 - Introduction
02:26 - Economic Overview
04:46 - Gold Outperforming the S&P 500
07:35 - Economic Growth & Recession Predictions
09:15 - Rate Cuts on the Horizon
10:53 - The Impact of American Complacency
13:30 - Bitcoin & Cryptocurrency Discussion
17:35 - Geopolitical Implications & NATO
19:18 - Reordering of Global Alliances
22:11 - 2024 US Presidential Election Predictions
24:59 - The Role of AI in Gene Therapy
27:20 - Investment Advice & Portfolio Management
30:43 - Calmness in Investment Strategy
31:49 - Wealthion Advisors & Closing Remarks

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35 min
July 18, 2024 Banking Crisis Ahead: What that Means for Market Volatility
Discover Jonathan Wellum’s insights on how to safeguard your wealth ahead of looming economic challenges and the unavoidable banking crisis.

Join host James Connor on Wealthion as he sits down with Jonathan Wellum, CEO of Rocklink Investment Partners and a Wealthion-endorsed financial advisor for Canadian investors. In this episode, Jonathan discusses the current state of the banking sector, the implications of recent market volatility, and strategic

TIMESTAMPS:
00:00 - Introduction
01:24 - Current Market Overview
02:30 - Analysis of US Banks' Performance
04:52 - The Potential September Rate Cut
06:00 - Market Rotation and Potential Impact of Trump Presidency
07:07 - The AI Investment Bubble
09:53 - Impact of Trump's Policies on US and Canadian Economies
13:11 - Strong US Economy's Benefits for Canada
17:28 - Rocklink's Investment Strategy and Philosophy
20:24 - Allocation Breakdown Between Canada and US
22:19 - Canadian Housing Market and Bank Amortization Concerns
28:59 - Key Investment Sectors: Precious Metals, Infrastructure, and More
32:24 - The Rationale for Investing in Gold
35:25 - Divergence in Performance of Large Cap Gold Producers
37:49 - Canadian Politics and Potential Government Change

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44 min
July 17, 2024 Avoid These Used Car Scams! Insider Tips from a Car Dealer
In this episode of Wealthion, host Andrew Brill interviews Brandon, a seasoned used car dealer and YouTube sensation known for his channel "Car Questions Answered."
Brandon shares invaluable insights on how to navigate the tricky world of used car buying, revealing common scams, the impact of current economic conditions on car prices, and essential tips for ensuring you don't get ripped off.
Whether you're in the market for an affordable vehicle or simply want to stay informed about the latest trends and risks in the used car industry, this episode is packed with practical advice and insider knowledge. Don't miss Brandon's expert recommendations on what to look for, how to verify car quality, and the best time to make a purchase.
TIME STAMPS:
00:00 - Introduction
02:58 - Used vs New Cars
04:41 - Certified Pre-Owned: Worth It?
06:18 - Finding Reputable Dealers
09:17 - Car Auctions and Mechanics
11:21 - Using Carfax and KBB
13:16 - Car Market Trends
15:11 - Best Time to Buy a Car
16:38 - Impact of Economy on Car Sales
19:50 - New vs Used Car Dealers
22:09 - Financing Used Cars
24:55 - Online Car Dealers
26:54 - Salvage Titles
29:17 - Increase in Repossessions
31:01 - Unique Car Auctions
33:20 - Checking Car Titles
33:35 - Used EV Market
35:31 - Interest Rate Cuts and Car Sales
37:32 - COVID Impact on Car Sales
39:35 - Final Advice
40:45 - Where to Find Brandon
41:32 - Conclusion

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45 min
July 16, 2024 Avoid Financial Failure: The Ultimate Retirement Strategies
Discover the ultimate strategies for building and protecting your wealth with expert Brandy Maben.

Join host Andrew Brill as he welcomes Brandy Maben, a Director with WindRock Wealth Management. Brandy shares her expert insights on building and protecting wealth in today's volatile market for retirement.

This episode is packed with advice on financial planning, investment strategies, and risk management. What are some questions you have about how to properly plan your retirement? Let us know in the comments!

TIMESTAMPS:
00:00 - Introduction
02:25 - Managing Student Debt
05:12 - Loan Repayment Strategies
07:00 - Opportunity Cost
09:26 - Retirement Planning
12:07 - Roth IRA vs. 401(k)
14:43 - Rolling Over 401(k)
16:15 - Roth IRA Expenses
17:29 - Compound Interest
18:37 - Early Financial Planning
20:55 - Setting Up LLC
21:17 - Legacy Planning
23:24 - Consulting a CPA
24:29 - Executive Bonus Plans
27:24 - Backdoor Roth IRAs
28:31 - Disability Insurance
31:13 - Roth IRA Investments
32:29 - Major Life Events
33:03 - Start Early Recap
33:59 - Closing Remarks

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39 min
July 13, 2024 Market Recap: The Fed, Inflation Struggles and Economic Chaos
In this Weekly Market Recap, Andrew Brill reflects on the interviews that took place on Wealthion over the past week in another Wealthion Weekly Market Recap!
TIMESTAMPS:
0:00- Intro
0:24- Jared Dillan
Full Episode: https://youtu.be/IyviMdFPVq0
8:10- Dylan Smith
Full Episode: https://youtu.be/aBkau9s2bRU
17:02- Jay Woods
Full Episode: https://youtu.be/aT15XyOakEU
25:00- Jon Najarian
Full Episode: https://youtu.be/IEdAS1PUV_E
38:00- Outro

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41 min

About Wealthion - Be Financially Resilient

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Official Wealthion Podcast Feed. Learn about money and the markets from leading investors from around the world, and discover how to build a more resilient, long-term plan for your investment…