The Kuderna Podcast: Recent Episodes
Bryan Kuderna
A free audio and video podcast hosted by Bryan M. Kuderna, author of "Millennial Millionaire", syndicated financial columnist, and founder of Kuderna Financial Team. He brings exciting, real-life financial and business advice to you!
Ashley Upkins is the president of the National Bar Association (NBA), a network of over 65,000 attorneys and judges. She is the Head of Litigation, Investigations, and Alternative Dispute Resolution at Silicon Ranch, the largest independent solar power producer in the U.S. We cover the legal ramifications around AI, voicecloning and deepfake technology, social media issues, environmental concerns around data centers, NIL deals, and more.
Don't forget to subscribe to Bryan's free E-newsletter-- "Weakly Wealthy Wisdom" at www.bryankuderna.com.
Certified Financial Planner and Host, Bryan Kuderna, shares a recap of the first half of 2026. He discusses stock market returns, including the best and worst stocks so far this year, economic trends including inflation, unemployment, and The Fed's outlook, tax updates, and a review of the personal insurance marketplace. Data is provided by Yahoo Finance, BLS CPI and employment report, BEA GDP and IMF-based GDP rankings, IRS OBBB provisions, IRS 2026 inflation adjustments, IRS retirement plan limits, LIMRA Life Insurance Q1 2026, and Gen Re disability market survey.
This episode is brought to you by, "Simply Wealthy: The Four Step Plan for Financial Freedom", available wherever books are sold.
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
Gerald Posner is an American investigative journalist and author of 13 New York Times bestsellers including Case Closed: Lee Harvey Oswald and the Assassination of JFK, God's Bankers, and Pharma. He was previously a litigation associate on Wall Street before doing years of pro bono representation for surviving twins of Nazi experiments, which led to his first book, Mengele: The Complete Story. This episode is brought to you by "Weekly Wealthy Wisdom" my free weekly E-newsletter. Sign up now at www.bryankuderna.com.
Hannah Hurckes is the founder and CEO of freight company "Boss Lady Logistics", and a sough after speaker on women empowerment. She provides support to carriers and customers across the U.S. with over 90,000 truck providers. We discuss how bad actors are exploiting regulatory gaps, how cargo theft has evolved, and why law enforcement mechanisms are not keeping up. From inflation and the cost of diesel to carbon emissions and how to better protect drivers, this episode looks under the hood on how products and materials move around the globe everyday. Learn more about Hannah at https://www.bossladylogistics.com/.
Geoffrey Cain is an award-winning American journalist and author, writing about geopolitics, national security, and technology. His work has been featured in The Economist, Time, Wired, and The Wall Street Journal. He is a regular commentator on Bloomberg TV, BBC, CNN, and NPR. Cain served as an advisor to the United States House Foreign Affairs Committee, a term member of the Council on Foreign Relations, was a former senior fellow for advanced critical emerging technologies at Foundation for American Innovation and was a visiting senior fellow at the GeoTech Center at the Atlantic Council. His books include Samsung Rising, The Perfect Police State, and most recently-- Steve Jobs in Exile. Learn more at https://geoffreycain.net/.
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194 #8948580.1 exp. 5/28
Thomas Lamb is an internationally recognized entrepreneur and executive in the resource sector. He's currently the CEO of Myriad Uranium Corp and is leading the advancement of one of the most historically significant uranium districts in the United States. The Copper Mountain Project in Wyoming encompasses over 18,000 acres and is underlain by an estimated uranium endowment exceeding 600 million pounds. He's also the CEO of J2 Metals Inc., overseeing a diversified exploration portfolio spanning three jurisdictions in Mexico, Canada, and Alaska. His work has spanned uranium, gold, cobalt, and critical minerals across North America, Mexico, Russia, and Africa. He has a MSc from London Business School and law degree from the University of British Columbia.
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194 #8933524.1 exp. 5/28
Host and Certified Financial Planner, Bryan Kuderna, discusses the ten most impactful tax cuts and hikes in U.S. history. With top federal marginal tax rates ranging from 7% in 1913 to 94% in 1994 to 37% in 2026, the tax code has evolved through wars, depressions, bear markets, and bull markets to address federal budget deficits and at one time surpluses. Kuderna concludes with some tips regarding Roth retirement options as a valuable tax hedge.
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194 #8902037.1 exp. 4/28
Igor Pejic is an author, speaker, and banker focusing on the tech sector, currently leading the mobile apps team for one of the largest banks in Europe. His new book, "Tech Money", uncovers the rules of investing in the age of artificial intelligence. He appears regularly in the New York Times, American Banker, Forbes, and Bloomberg. His Substack newsletter is called "The New Frontier", analyzing the latest trends in tech and finance. Pejic has taught at the University of Vienna and has spoken for the Financial Post, German Banking Association, UK Finance, and Centre for Finance, Technology, and Entrepreneurship. Learn more at https://www.igorpejic.net/.
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194 #8862350.1 exp. 4/28
Ray Shefska is the co-founder of CarEdge, the leading consumer platform dedicated to car shoppers. CarEdge is redefining transparency, fairness, and value in the automotive industry with assigned AI negotiating agents for every type of buyer. Ray merges over 40 years of experience in the car business with the latest technology to inform both sides of the transaction. We discuss leasing versus buying, EV or gas, how much to spend on a car, and more. Learn more at www.CarEdge.com or https://www.youtube.com/@CarEdge.
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194 #8862330.1 exp. 4/28
Host and Certified Financial Planner, Bryan Kuderna, delves into the "Buy, Borrow, and Die" strategy, a financial approach to minimize taxes. After three straight years of high stock market returns, investors should be aware of how to use their portfolio most efficiently. He discusses capital gains taxes, the benefits of long-term investing, tax loss harvesting and "wash sale" rules, step-up in basis for heirs, and the strategic use of donor-advised funds.
This episode is brought to you by Weekly Wealthy Wisdom, my free e-newsletter. Go to www.bryankuderna.com to sign up now!
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194 #8622406.1 exp. 11/27
Jurgita Lapienyte is the Editor-in-Chief of Cybernews. She leads a team of investigative journalists and security experts uncovering today's biggest hacks, security threats, and innovations. She has been named the Cybersecurity Journalist of The Year and is frequently featured in BBC, Fox News, Forbes, TechRadar, and more. We discuss ways to protect yourself, state-sponsored versus criminal attacks, and how AI is outpacing humans.
This episode is brought to you by Weekly Wealthy Wisdom, my free e-newsletter. Go to www.bryankuderna.com to sign up now!
Dr. Srividya Jandhyala, author of The Great Disruption: How Geopoliticsis Changing Companies, Managers, and Work, is a Professor at ESSEC and former Fund Global Fellow at Princeton. We discuss the changing global order, corporate nationality, green energy, and trade concerns. Learn more at https://www.cambridge.org/core/books/abs/great-disruption/contents/3397262F705FF4A91A35B037BB3E8574.
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194 #8443346.1 exp. 11/27
Les Csorba is a trusted advisor to some of the world's most influential leaders, including Fortune 500 CEOs, U.S. Presidents, governors, and global nonprofit heads. A longtime senior partners at Heidrick & Struggles, he has spent over three decades advising on leadership decision-making, CEO succession, and boardroom transformation. His new book, "Aware: The Power of Seeing Yourself Clearly" draws from over 75,000 assessments and interviews with the likes of Jamie Dimon, Darren Woods, Christ Wright, and more. Learn more about Les at www.lescsorba.com.
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194 #8375514.1 exp. 9/27
Dr. William Forstchen is the author of over 50 books, including One Second After and the John Matherson series, which have been on the New York Times bestseller list for over 8 years and are currently being made into a movie. He has also co-authored three Civil War novels with Newt Gingrich. Forstchen is a professor of history at Montreat College and a subject matter expert on national security threats, EMPs, history, and current affairs.
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194 #8375550.1 exp. 9/27
CFP and host, Bryan Kuderna, discusses the history of Social Security and the current state of the entitlement before explaining how Social Security benefits get taxed. The episode concludes with several tips to mitigate Social Security taxes in retirement.
For more information on Social Security, head to https://www.ssa.gov.
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
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Elaine Pofeldt is the author of "Tiny Business, Big Money" and "The Million-Dollar, One-Person Business". She was twice nominated for the National Magazine Award for her work with FORTUNE Magazine. She's a graduate of Yale and focuses on entrepreneurship and solopreneurs. Learn more about Elaine at https://www.elainepofeldt.com.
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
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Bryan compares Trump's first term including the economic landscape, stock market, global conflicts, and tariff schedule to Trump's second term. He highlights the impact of initial tariffs against China and the Tax Cuts and Jobs Act on the stock market in 2017 and 2018. Many similarities between the two terms and their trade wars can offer insights to investors.
This episode's content can be supplemented by a more historical view on economics in Bryan's book, "What Should I Do with My Money?: Economic Insights to Build Wealth Amid Chaos", available wherever books are sold.
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
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Kate O'Neill is a strategic advisor for Google, Yale, the UN, and more. One of the first 100 employees at Netflix, she teaches leaders how to leverage tech with empathy to maximum value to customers and shareholders. Her new book is titled, "What Matters Next: A Leader's Guide to Making Human-Friendly Tech Decisions in a World That's Moving Too Fast". Learn more about Kate at https://www.koinsights.com.
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194 7756758.1 exp. 3/27
Jay Paterno coached for 17 years at Penn State University and is the son of legendary coach, Joe Paterno. Jay is a public speaker, PSU trustee, and author of "Blitzed! The All-Out Pressure of College Football's New Era". We discuss NIL deals, the transfer portal, building a winning culture and team in the modern era, and the future of college football.
Follow Jay at www.jayvpaterno.com @JayPaterno on X and @JayVPaterno on IG.
Sign up for Bryan's "Weekly Wealthy Wisdom" newsletter at https://lp.constantcontactpages.com/su/8HtkZbP
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194 7756696.1 exp. 3/27
Michael Wolk is a Broadway producer and has written screenplays including "Innocent Blood", produced by Warner Brothers and directed by John Landis, mystery novels such as "The Beast On Broadway" and "Signet". He is currently working on a musical adaptation of "The Pianist" and the forthcoming "The Karate Kid". His performances have been at The Lincoln Center, Kennedy Center, George Street Playhouse, and in Central Park. He's the founder of All For One Theatre, he works and lives in Times Square.
Check out Michael's newest book, "Devils Game" at https://try.devilsgame.com.
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194 7756614.1 exp. 3/27
Margot Machol Bisnow is a writer, wife, and mom from Washington, DC. She spent 20 years in government, including as an FTC Commissioner and Chief of Staff of the President Reagan’s Council of Economic Advisers, and is the author of “Raising an Entrepreneur: How to Help Your Children Achieve Their Dream.” Her book is based on her interviews with icons such as film director Jon Chu, Under Armour founder Kevin Plank, YouTube CEO Susan Wojcicki, supermodel Karolina Kurkova, and more. Follow Margot on Instagram @margotbisnow.
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194 7517546.1 exp. 1/27
Jeanne Sheehan Zaino is a political science professor at Iona and expert in public opinion and political foundations. Zaino and Kuderna focus on the life and contributions of Sikandar Hayat Khan, a significant yet overlooked figure in the history of India and Pakistan, and its parallels to the American Revolution. The conversation delves into the complexities of the partition of India, the challenges of establishing democracy, and the role of the U.S. in promoting democratic values globally. They cover the current state of democracy, the complexities of interventionism, and the historical lessons learned from power vacuums. She emphasizes the need for constant care and reform of democratic systems to ensure they remain effective and responsive to the needs of the people. Follow Jeanne at https://www.iona.edu/faculty/zaino-jeanne and order her new book at https://www.amazon.com/American-Democracy-Crisis-Rethinking-Madisonian-ebook/dp/B08RXQ252Q/ref=sr_1_1
Keywords: political science, democracy, history, Sikandar Hayat Khan, partition of India, public opinion, political foundations, minority rights, American government, global politics, democracy, interventionism, power vacuums, American democracy, reforms, political structure, governance, historical lessons, political parties, government accountability
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194 7517579.1 exp. 1/27
Henrietta Treyz is the Managing Partner and Director of Economic Policy Research at Veda Partners. She has provided investors with election and economic policy analysis for over 15 years, including COVID-era stimulus bills, US-China trade wars, the Great Recession, and healthcare reform. Previously, Treyz served in the U.S. Senate covering Senate Finance, Banking, and Budget Committees. Learn more at https://veda-partners.com/about-us
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194 7517626.1 exp. 1/27
Host, Bryan Kuderna, puts on his CFP hat to discsuss the concept of tax loss harvesting, explaining its significance in investing and tax planning. He discusses how to offset capital gains with capital losses, the importance of understanding capital gains taxes versus income taxes, the wash sale rule, capital loss income tax deduction, and when to implement tax loss harvesting effectively. Chapters 00:00- Introduction to Tax Loss Harvesting 13:20- When to Use Tax Loss Harvesting 24:46- Current Market Context and Strategy Keywords: tax loss harvesting, capital gains, investment strategy, tax planning, financial advice, portfolio management, tax benefits, investment returns, market trends, financial education, cfp, kuderna This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194 7385803.1 exp. 11/26
Mark Matson is the CEO of Matson Money, managing over $11 billion in assets. He is an entrepreneur, author, and innovator in the fields of investing science and financial education. Mark works with over 300 advisory practices across the U.S., Canada, and Puerto Rico. He is the author of "Experiencing The American Dream" and frequent contributor to Fox Business, CNBC, Yahoo Finance, and Bloomberg.
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
Kuderna provides a comprehensive analysis of the economic agendas of the 2024 presidential candidates, Kamala Harris and Donald Trump. He discusses key economic indicators such as unemployment, inflation, GDP, national debt, and the stock market, setting the stage for a detailed examination of each candidate's proposals. Harris's agenda focuses on increasing taxes on corporations and the wealthy while providing support for young families and first-time homebuyers. In contrast, Trump's agenda emphasizes tax cuts, deregulation, and a strong stance on international trade, particularly with China. Chapters 00:00- Introduction to the Economic Landscape 10:37- Kamala Harris's Economic Agenda 17:10- Donald Trump's Economic Agenda 28:39- Concerns and Opportunities in Economic Policies keywords: election 2024, economic agenda, Kamala Harris, Donald Trump, personal finance, unemployment, inflation, GDP, national debt, stock market This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194 7245090.1 exp. 10/26
Bryan discusses the pros and cons of custodial accounts, particularly UTMAs (Uniform Gift to Minors Act). He covers the 2024 gifting limits and lifetime estate tax exemption, restrictions on custodial accounts, and potential tax advantages.
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
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Stephen Foerster, a professor of finance at the Ivy Business School, discusses various topics related to investing, including the impact of election years on the markets, the importance of having an investment philosophy, and the role of bonds in a portfolio. Foerster shares his personal investment philosophy and highlights the challenges of trying to outperform the market. He also shares stories from history, such as Roman generals and the New York Mets, to illustrate investing lessons about knowing when to do nothing and understanding opportunity costs. Learn more about Steve's work and new book at https://stephenrfoerster.com.
Keywords: investing, election years, markets, investment philosophy, bonds, national debt, government bonds, corporate bonds, risk-free, interest rates, inflation, bond prices, investment horizon, liquidity needs, inverted yield curve, diversification, opportunity costs, financial goals
Chapters 00:00- Introduction and Background of Stephen Foerster
03:33- The Importance of an Investment Philosophy
16:14- The Role of Financial Advisors in Emotional Support
18:07- The Value of Simplicity and Index Funds
20:04- The Impact of Presidential Policies and Interest Rates
28:30- The Concerns Surrounding the National Debt
34:3- Understanding the Distinction between Government Bonds and Corporate Bonds
37:55- The Risk of Not Getting Money Back with Corporate Bonds
44:28- The Inverse Relationship between Interest Rates and Bond Prices
51:53- The Importance of Diversification in Investment Portfolios
57:13- Knowing When to Not Take Action
01:05:46- The Three Levers to Reach Financial Goals
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
Opinions herein are those of the author(s) and not necessarily those of PAS or Guardian. Data and rates used were indicative of market conditions as of the date shown. Opinions, estimates, forecasts and statements of financial market trends are based on current market conditions and are subject to change without notice. References to specific securities, asset classes and financial markets are for illustrative purposes only and do not constitute a solicitation, offer, or recommendation to purchase or sell a security. Past performance is not a guarantee of future results. All scenarios and names mentioned herein are purely fictional and have been created solely for educational purposes. Any resemblance to existing situations, persons or fictional characters is coincidental. The information presented should not be used as the basis for any specific investment advice.
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Rob Neuner is the founder and CEO of Boost Oxygen, named by Inc Magazine as one of the 500 fastest growing companies in the world. He shares his journey from importing beer from Prague from 1996-2006 before starting Boost, and his experience on Shark Tank landing a deal the deal with Kevin O'Leary. Bryan and Rob discuss business start-ups, managing everything from marketing to engineering, working through the COVID-19 pandemic, work-life balance, and more Keywords: Rob Neuner, Boost Oxygen, Shark Tank, oxygen canisters, athletes, respiratory issues, altitude sickness, O2 trainer, Rob Neuner, Boost Oxygen, COVID-19, manufacturing, distribution, online retailers, brick-and-mortar retailers, succession planning, investments, favorite book, favorite movie, favorite vacation destination Chapters 00:00Introduction and Background 04:14The Deal with Kevin O'Leary 08:01Transition from Beer Importing to Boost Oxygen 14:20The Genesis of Boost Oxygen 19:02Building Boost Oxygen and Maintaining Profitability 21:19Future Plans for Boost Oxygen 28:08The Distribution of Boost Oxygen: Online vs Brick-and-Mortar 30:38The Efficiency and Profitability of Online Retailers 33:08Manufacturing In-House and Overcoming Production Issues 35:29Succession Planning and the Future of Boost Oxygen 38:03Different Paths for Business Growth: Private Equity, Going Public 41:31International Expansion and Market Growth 43:34A Day in the Life of Rob Neuner 46:34Lightning Round: Hero, Book, Movie, Quote, Vacation, Investment 51:16Changing the World: Negative Discourse
Dan Nicholson is a serial entrepreneur, founder of Nth Degree CPAs, and author of the USA Today and WSJ best-selling book 'Rigging the Game'. He shares his approach to tax planning, lessons from endurance sports for business, and personality assessment of 'wealth types' in making financial decisions. Dan addresses the changing landscape of the accounting industry and the impact of AI. Keywords: endurance sports, business, consistency, calculated risks, wealth types, tax planning, CPA, entrepreneur, accounting industry, AI, financial decisions, personal wealth Chapters 00:00Introduction to Dan Nicholson 01:14Shared Experience of Participating in Half Ironman Triathlons 08:00Lessons from Endurance Sports: Consistency and Calculated Risks 12:15Understanding Your Wealth Type for Financial Decision Making 16:41Legal Strategies for Tax Planning: Following the Rules 21:19Building Relationships and Staying Up to Date in Tax and Accounting 26:18Curiosity and Adaptability in the Accounting Industry 30:36Job Hopping and Leveraging Resume 37:13Transitioning to Entrepreneurship 42:57Rigging the Game: A New Approach to Financial Decision-Making 45:32The Changing Landscape of the Accounting Industry 51:53The Impact of AI on Traditional Accounting Roles 56:48Making Better Financial Decisions for Personal Wealth Dan's Book: https://www.riggingthegame.com
Bryan Kuderna presents a financial physical, providing 10 benchmarks to help followers assess their financial health. These benchmarks cover topics such as emergency funds, income levels, investment portfolios, disability insurance, credit card debt, vacation planning, retirement plans, life insurance, estate planning, and net worth. Keywords: financial health, benchmarks, emergency fund, income levels, investment portfolio, disability insurance, credit card debt, vacation planning, retirement plans, life insurance, estate planning, net worth. 1- Do You Have an Emergency Fund? 2- Do You Exceed the Median Earnings of Your Peers? 3- Do You Have Automatic Contributions to Your Investments? 4- Do You Have Disability Insurance? 5- Do You Pay Off Your Credit Cards Monthly? 6- Do You Pay for Your Vacations in Advance? 7- Do You Maximize Your Employer Match? 8- Do You Have Term and Whole Life Insurance? 9- Do You Have a Will? 10- Does Your Net Worth Go Up Every Year? *Median Earnings (https://www.bls.gov/cps/earnings.htm)
Bernard Chong started by selling shoes in his family's shoe business, World Balance, in the Philipines before becoming an iconic angel investor. He has stakes in ASI Studios, Energy FM, Tim Hortons, RKB Productions, Thirty One Digital, and more. Chong is world-renowned for founding the award-winning Bren Esports (now APBren) organization in 2017. Bren's Mobile Legends: Bang Bang team achieved a historic win as the first Philippine team to win the M-series World Championship title. Chong is preparing for the launch of several new ventures such as Mendo Coffee Company’s U.S. expansion, a new platform mobile app, housing developments in Panama, the BrenNetwork investment fund and a global education-focused non-profit, BrenSEED Foundation. Keywords: investing, entrepreneurship, shoe business, diverse portfolio, online gaming, business partnerships, video games, eSports, angel investing, philanthropy, chess, business insights, risk-taking, learning from failure, giving back, favorite book, favorite movie, favorite vacation destination, morning routine, personal hero, internet access. Chapters 00:00Introduction to Bernard Chong and his diverse investments 02:00From electronic computer engineering to becoming an investor 09:32Lessons from failure and the importance of learning 13:01The life-changing impact of business process outsourcing 25:55Meeting online gaming friends in person and forming business relationships 29:16Transitioning from gaming friendships to business partnerships 35:16The positive impact of technology and information access 37:48Building a Brand in eSports 42:16The Vision for Bren eSports 45:00Balancing Work and Guiding Others 47:49Empowering Others and Allowing Growth 50:48Taking a Long-Term Approach to Investments 55:52Lessons from Chess and Video Games 58:04Advice to Younger Self: Embrace Testing and Learning 01:01:47Bridging the Digital Divide
In this episode, Bryan Kuderna discusses the topic of where our tax dollars go. He addresses common misconceptions about student loan forgiveness and explores the biggest line items in the US federal budget. The two largest expenses are Medicare/Medicaid and Social Security, followed by defense spending. He also highlights the significant interest expense on the national debt. Kuderna emphasizes the importance of understanding government spending and its impact on the economy. Sources: U.S. Treasury, Congressional Budget Office, Office of Management and Budget, Department of Defense, Bureau of Labor Statistics.
In this episode, Bryan Kuderna discusses investing in an election year. He provides an overview of the current political landscape and its potential impact on the stock market. Kuderna also explores the historical performance of the stock market during election years and highlights the influence of the Federal Reserve. He concludes by offering insights and considerations for investors in the coming months. * Investors have seen positive returns in 20 out of 24 election years. * The average election year return when a Republican wins the White House has been 15.3%, compared to 9% when a Democrat wins. * Presidents seeking reelection often take actions to pump up the stock market, such as fiscal stimulus and pro-growth regulation. * The Federal Reserve has been active in election years, with rate hikes or cuts occurring in every election year since 1980. * A crashing stock market is challenging for a sitting president to win reelection. * Investors should keep an eye on the stock market and consider the potential impact of political and economic factors in the coming months.
*Stock Market Data Source: Morningstar / Ibbotson Associates.
** This material is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, please consult your financial professional prior to investing. Investing involves risks including possible loss of principal. No investment strategy or risk management technique can guarantee return or eliminate risk. Index performance is not indicative of the performance of any investment and does not reflect fees, expenses, or sales charges. All performance referenced is historical and is no guarantee of future results.
Steven Benedict is a professional track and field athlete, entrepreneur, author, and philanthropist. He ranked 20th in Nationals in the 200 meter sprint, won the 4x100m at the Penn Relays, and is an Olympic Trials qualifier at 40 years-old. He grew up as a foster child and credits his faith and lessons learned on the track for getting him through adversity.
Follow Steve at https://stevieyb.com and on Instagram at https://www.instagram.com/stevieyb22/.
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
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Host and Certified Financial Planner, Bryan Kuderna, discusses the importance of protection in personal finance and focuses on insurance and how to pick the right insurance carrier. He emphasizes the need to understand the language and terms of insurance contracts and the importance of planning for unexpected events. Bryan also highlights the difference between price and cost, and the role of quality and value in insurance decisions. He introduces the Comdex ranking as a tool to evaluate the credit worthiness of insurance carriers. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
#2024-172108 Exp. 3/26
Jerri Williams, a former FBI special agent, shares insights into the world of fraud and economic crime. She discusses the anatomy of a Ponzi scheme, using the New Era Foundation case as an example. Williams explains how fraudsters manipulate victims and the psychology behind their actions. She also delves into other types of scams, such as advanced fee schemes and business-to-business telemarketing fraud. Williams highlights the importance of international cooperation in investigating and prosecuting fraud cases. She concludes by discussing the traits and motivations of fraudsters, as outlined in the fraud triangle: opportunity, pressure, and rationalization. In this conversation, Jerri Williams discusses the motivations behind fraud, the role of punishment in deterrence, the importance of staying apolitical in law enforcement, the biggest threats facing Americans and business owners, the need for a third political party, and her favorite roles as an FBI agent, podcaster, and author. Check out Jerri's books and podcast at https://jerriwilliams.com. This episode is brought to you by "What Should I Do with My Money?: Economic Insights to Build Wealth Amid Chaos", available in paperback, Kindle, or audiobook wherever books are sold... https://www.amazon.com/What-Should-Do-My-Money/dp/1264857934/ref=sr_1_1. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
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Bryan explores the stock market and the success of Nvidia. He discusses the basics of stocks, how businesses raise money, and the concept of going public. The episode also explains how investors make money through dividends and capital appreciation. He covers the different ways to track stocks and introduces popular market indexes like the Dow Jones, S&P 500, and NASDAQ. The concept of indexing and diversification is also explored. Lastly, the episode touches on the history of entrepreneurial financing.
Learn more about the interplay between economics and stock market performance in Bryan's book, "What Should I Do with My Money?". Click here to order https://www.amazon.com/What-Should-Do-My-Money/dp/1264857934/ref=sr_1_2
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
#2024-171978 Exp. 3/26
In this episode of the Kuderna Podcast, host Bryan Kuderna discusses the concept of IRA maximization. He explains the three legs of the retirement system, which include social security, defined benefit pensions, and private savings. He emphasizes the importance of private savings, particularly through qualified retirement plans like IRAs. Kuderna delves into the tax concerns and future liabilities associated with IRAs, highlighting the need for careful planning. He explains the concept of required minimum distributions (RMDs) and the impact of the Secure Act on the stretch IRA strategy. Finally, Kuderna introduces the IRA maximization strategy, which involves leveraging life insurance to generate tax-free benefits. He discusses the benefits and considerations of this strategy for high net worth individuals. Takeaways * IRA maximization is a strategy that involves leveraging life insurance to generate tax-free benefits for high net worth individuals. * The three legs of the retirement system in the US are social security, defined benefit pensions, and private savings. * Tax concerns and future liabilities associated with IRAs should be carefully considered and planned for. * The Secure Act has impacted the stretch IRA strategy, often requiring non-spouse beneficiaries to take all RMDs within 10 years of the owner's death.
Chapters 00:00 Introduction to the Kuderna Podcast 00:30 Overview of IRA Maximization 01:27 The Three Legs of the Retirement System 03:21 Private Savings and the Role of IRAs 05:31 Understanding IRAs and Retirement Planning 10:23 Tax Concerns and Future Liabilities 18:04 Required Minimum Distributions (RMDs) 20:20 The Stretch IRA and the Secure Act 22:42 Introduction to the IRA Maximization Strategy 23:55 Using Life Insurance for Tax-Free Benefits 27:45 Benefits and Considerations of the IRA Maximization Strategy US Retirement Assets (CRS): https://crsreports.congress.gov Exceptions to tax on early distributions (IRS): https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-exceptions-to-tax-on-early-distributions This episode is brought to you by Weekly Wealthy Wisdoms, Bryan's free weekly E-newsletter packed with his best insights of the week. Sign up for free at www.bryankuderna.com. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
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Bob Dougherty worked for over 25 years as an undercover Operations Officer for the Central Intelligence Agency (CIA). He has deep operational experience having personally managed and carried out multiple high-profile missions in the US, Europe, Central America, South America, and Middle East that lead to the capture of several most-wanted terrorists and the dismantling of their networks. Bob has successfully worked against foreign terrorist groups such as The Islamic State, Al-Qaida, Hezbollah, HAMAS, Sendero Luminoso, Tupac Amaru Revolutionary Movement, the Japanese Red Army, and the Palestine Liberation Organization. In addition, Bob has extensive experience in working against Iranian state sponsored terrorism, and government of Iran intelligence and procurement operations worldwide. He’s received over 20 service awards during his career with the CIA.
During the time period before and after the 9/11 terrorist attacks on the Homeland, Bob worked as the senior CIA officer on a FBI Joint Terrorism Task Force (JTTF) – which provided him substantive experience working the terrorism target inside the U.S. and in foreign countries through “over the horizon” operations.
Bob has served as a subject matter expert instructor on terrorism and countering terrorist cells inside the U.S. and overseas. He is a senior instructor on Human Intelligence and Counter-Terrorism for U.S. military special operations elements including Naval Special Warfare, SEALS, and U.S. Army Green Beret units.
Bob is part of the guest speaker network of SpyScape and one of his major counter-terrorist operations (the capture of Abu Abbas) was subject of a recent episode.
This episode is brought to you by my new book, "What Should I Do with My Money?: Economic Insights to Build Wealth Amid Chaos", available in paperback, Kindle, and audiobook wherever books are sold.
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
#2024-168779 Exp. 2/26
Jennifer Farrell is a celebrity designer and television host. She became nationally known hosting the long-running series “Find & Design,” and currently hosts the hit shows “Million Dollar House Hunters”, “Find Me a Beach House”, and “Most Amazing Homes.”
As the founder of Jennifer Farrell Designs, she’s won many accolades over her career, and her work has appeared in Luxe Magazine, Entertainment Weekly, House and Garden, on the View, and more.
Her most popular venture has been The Jennifer Farrell Collection, featuring hundreds of furniture and décor pieces at nearly 1400 stores nationwide. She is a spokesperson for Realtor.com and a Brand Advocate for ForeverLawn.
We discuss her unique business strategy she calls "The Triangle Method", focusing on design, TV, and brand partnerships. Jennifer shares tips on the creative process, breaking through in modern media, the power of collaboration, real estate trends, and interior design.
This episode is brought to you by "What Should I Do with My Money?: Economic Insights to Build Wealth Amid Chaos", available in paperback, Kindle, and audiobook wherever books are sold.
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
#2024-167850 Exp. 1/26
Host, Bryan Kuderna, provides a brief summary of the stock market in 2023, including the winners and losers of the year. He shares his outlook for 2024 and economic indicators to look out for, including GPD, unemployment, inflation, and recession.
This episode is brought to you by Bryan's new book, "What Should I Do with My Money?", available in paperback, Kindle, or audiobook wherever books are sold.
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
#2024-167182 Exp. 1/26
Mark Chalmers is the President and CEO of Energy Fuels, the leading U.S. producer of uranium and an emerging global player in the commercial rare earth business. He has consulted several key industry leaders in the uranium supply sector, including BHP, Rio Tinto, and Marubeni.
Chalmers holds a Bachelor of Science in mining engineering from the University of Arizona, is a registered professional engineer, and served as the Chair of the Australian Uranium Council for ten years. He holds dual citizenship in the U.S. and Australia.
To set the stage for our interview, the U.S. is the largest producer of Nuclear Power (almost double China) and 24% of our enriched Uranium comes from Russia. The U.S. has banned Russian oil and natural gas, but not Uranium. According to the Energy Information Administration, as of 2022, 18% of U.S. energy comes from nuclear, versus 61% from fossil fuels and 21% from renewables.
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
#2023-166766 Exp. 12/25
Scott Fulford is a senior economist at the Consumer Financial Protection Bureau and author of The Pandemic Paradox: How the COVID Crisis Made Americans More Financially Secure. Scott Fulford led the development of the bureau's “Making Ends Meet” surveys. His wide-ranging policy and academic research examine the economic shocks people face and how they deal with them, as well as how economies grow and develop in the long term. Scott has a PHD in Economics from Princeton.
Order Scott's new book at https://www.amazon.com/Pandemic-Paradox-Crisis-Americans-Financially/dp/0691245320/ref=sr_1_1
Learn more about Scott at https://www.consumerfinance.gov/data-research/cfpb-researchers/scott-l-fulford/
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
#2023-166548 Exp. 12/25
Dave Kerpen is a serial entrepreneur, NYT best-selling author, and global keynote speaker. Through best-selling books like "Likeable Social Media" and "The Art of People," he's become a thought leader in social media marketing and relationship-building. Dave is also the owner and Co-founder of Apprentice, a platform that connects the brightest college students with entrepreneurs and business leaders to help them tackle their toughest tasks in business.
Link to Apprentice: https://chooseanapprentice.com
Link to Frank Lautenberg article: https://www.linkedin.com/pulse/20130204172115-15077789-3-amazing-life-lessons-from-a-chance-encounter/
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
#2023-166556 Exp. 12/25
I reveal 15 steps to overall success in work and life. These are noted from my personal and professional experiences, and observations from the happiest and most successful people I've collaborated with over my 15-year career.
Link to Paul Graham's "How To Do Great Work": http://www.paulgraham.com/greatwork.html
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
#2023-165840 Exp. 12/25
Damian Andrews is a renowned business consultant from Australia and the author of "Get The Cheese, Let The Other Mouse Go First". He was a soldier in the Special Air Service Regiment of the Australian Army before becoming a corporate recovery specialist for D'Aloia Handberg and eventually founding his consulting business. He also founded the Family Peace Foundation and Shair.care. You can learn more about Damian at https://damianandrews.com/.
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
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Elaine Dezenski is the senior director and head of the Center on Economic and Financial Power at the Foundation for Defense of Democracies (FDD). She has over two decades of leadership in public, private, and international organizations, and is a globally recognized expert and thought leader on geopolitical risk, supply chain security, anti-corruption, and national security.
Dezenski previously served as senior director at the World Economic Forum from 2010 to 2015, after which she launched LumiRisk LCC, a risk advisory practice. In 2017, she served as a senior fellow at the Jackson Institute for Global Affairs at Yale University and as a lecturer of business ethics. In 2020–2021, she served on the newly formed Chairman’s Council on China Competition at the Export-Import Bank of the United States. Dezenski has held both political and career positions at the U.S. Department of Homeland Security, and senior roles at INTERPOL, Cross Match Technologies, and Siemens Corporation.
Follow Elaine Dezenski's latest research at https://www.fdd.org/team/elaine-dezenski/
This episode is brought to you by my new book, "What Should I Do with My Money?: Economic Insights to Build Wealth Amid Chaos", available wherever books are sold.
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
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Britt Frank is a nationally recognized neuropscyhotherapist, trauma therapist, and expert on mental health. She is the author of "The Science of Stuck", named the Top Creativity Book of 2022. Britt is a graduate of Duke University and The University of Kansas, where she is currently a professor. She is known for decoding the brain, using 3 steps to control anxiety and harness motivation.
Britt Frank- https://www.scienceofstuck.com/
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
#2023-163543 Exp. 10/25
Certified Financial Planner™ and host, Bryan Kuderna, discusses the end of COVID-19 related student debt relief, including 0% interest and the repayment pause. He reviews various repayment options, forgiveness plans, and the politics of higher education.
Income-Driven Repayment application: https://studentaid.gov/idr/
Department of Education loan calculator: https://studentaid.gov/loan-simulator/
Fed Student Aid's PSLF employer search engine: https://studentaid.gov/pslf/employer-search
PSLF application: https://studentaid.gov/pslf
Guardian and its subsidiaries do not issue or advise with regard to student loans.
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
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This episode is brought to you by my new book, "What Should I Do with My Money?", available wherever books are sold.
Wendy Starland is an American singer, songwriter and music producer from Los Angeles. She has been honored by The Songwriters Hall of Fame; named VH1’s Best Emerging Artist; was featured on Moby’s Grammy nominated album Last Night, has performed around the world and collaborated with some of the biggest stars in music. Starland discovered and developed Lady Gaga during the recording of "The Fame", which received Billboard’s Album of the Decade. Learn more at https://www.wendystarland.com/.
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
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This episode is brought to you by my new book, "What Should I Do with My Money?", available wherever books are sold.
David Sweet has launched columns for The Wall Street Journal, NBCSports.com, and has been a writer for the Los Angeles Times, Classic Chicago Magazine,and more. He is the author of Three Seconds in Munich: The Controversial 1972 Olympic Basketball Final (2019) and Lamar Hunt: The Gentle Giant Who Revolutionized Professional Sports (2010). We cover some of sports greatest controversies and lead into a teaser for David’s next potential project- gambling in sports.
Three Seconds in Munich: https://www.amazon.com/Three-Seconds-Munich-Controversial-Basketball/dp/0803299966/ref=sr_1_1
Lamar Hunt: https://www.amazon.com/Lamar-Hunt-Gentle-Revolutionized-Professional/dp/1600783740/ref=sr_1_1
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
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An examination of the tech sector's impact on the stock market decade-by-decade from the 1970's and the mainframe computer up to the Artificial Intelligence of the 2020's and beyond.
For more information on the economic influence of big tech, be sure to check out Chapter 6- Tech in Bryan's new book, "What Should I Do with My Money?".
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
#2023-161935 Exp. 9/25
David Jahr is a renowned ghostwriter having worked with five New York Times best-selling authors including renowned doctors, CEOs, and pastors. He's earned an ESPY Award nomination for “Most Inspirational Sports Story of the Year” by ESPN. His most notable project is The Daniel Plan, a collaboration with Pastor Rick Warren, Dr. Oz, Dr. Daniel Amen, and Dr. Mark Hyman, which has helped thousands of people enhance their physical, and spiritual health.
David's website: https://davidjahr.us/
The Daniel Plan: https://www.danielplan.com/author/david-jahr/
Brought to you by "Weekly Wealth Wisdoms", my free E-newsletter to kickstart your week in just 3 minutes. Sign up at https://lp.constantcontactpages.com/su/8HtkZbP
Registered Index-Linked Annuities (RILA) are the fastest growing segment of the annuity marketplace. Bryan discusses the pros and cons of these new retirement planning vehicles and their popular "buffer" feature.
Individuals should review their plans on a case-by-case basis with professional assistance. Please consult your attorney or tax advisor for specific tax or legal advice.
Tom Hall's life is a story about loss, overcoming traumatic events, and an optimistic attitude that keeps leading to the next success. He is a former Army Ranger and Division-1 football player at Iowa State, one of only 3 veterans in the nation to play D1 football. Tom has a BA in political science and an MA in conflict management, and has since advised many start-ups relating to intelligence, renewable energy, e-commerce, and pro sports. He’s currently pursuing his doctorate in business administration at the University of South Florida and is a program manager at Veritas Technologies. Fans can connect with Tom through LinkedIn at https://www.linkedin.com/in/tchall18/.
This episode is brought to you by my new book, "What Should I Do with My Money?: Economic Insights to Build Wealth Amid Chaos", available in paperback, audiobook, and kindle wherever books are sold.
John Coates is a Deputy Dean and Professor of Law and Economics at Harvard Law School. He has served as General Counsel and Acting Director of the Division of Corporation Finance of the Securities and Exchange Commission (SEC), testified before Congress, and provided consulting services to the Department of Justice, Department of Treasury, and New York Stock Exchange.
John’s new book, “The Problem of Twelve: When a Few Financial Institutions Control Everything” is now available wherever books are sold. https://globalreports.columbia.edu/books/the-problem-of-twelve/
This episode is brought to you by Weekly Wealth Wisdoms, my free newsletter packed with 3 minutes of insights to rock your week. Click here to join the tens of thousands of other subscribers in their pursuit of wealth! https://lp.constantcontactpages.com/su/8HtkZbP
Host, Bryan Kuderna, discusses how record US oil production and Electric Vehicle sales are stabilizing the price of gasoline amid inflation, Russia-Ukraine war, and China reopening their economy.
This episode is brought to you by "What Should I Do with My Money?: Economic Insights to Build Wealth Amid Chaos", available wherever books are sold.
Gregg Stebben is the author of 19 books, most recently, "Does Putin Have to Die?: The Story of How Russia Becomes a Democracy after Losing to Ukraine", which he co-authored with Ilya Ponomarev, a former member of the Russian Parliament. In this follow-up interview, Stebben updates us on the Russian invasion, the Wagner Group, Chinese involvement in the conflict, and how long the war might last. You can learn more about his involvement with Russia's potential replacement government, the Congress of People's Deputies, at www.rusdep.org.
This episode is brought to you by my new book, "What Should I Do with My Money?: Economic Insights to Build Wealth Amid Chaos", available wherever books are sold.
As inflation cools to 3%, Bryan addresses where the 2% target used by most central banks originated, and what could happen if the target was lowered, raised, or removed.
This episode is brought to you by Bryan's new book, "What Should I Do with My Money?: Economic Insights to Build Wealth Amid Chaos".
Host, Bryan Kuderna, breaks down overall stock market performance for the first half of 2023 and economic indicators for the rest of the year.
This episode is brought to you by Bryan's new book, "What Should I Do with My Money?", available wherever books are sold.
Joseph VanDusen flies among the best of the best as a former B-2 Stealth Bomber pilot. He was deployed 7 times and tallied up 139 Combat Missions on his way to being named B-2 Pilot of the Year in 2014 and winning the B-2 Aircraft Commander of the Year award in 2015.
Joseph is now an entrepreneur, author, and well-known personal development speaker, in addition to flying the 787 Dreamliner for United Airlines. His book: “Stealth Elevate” is a popular source of Leadership and Personal Development Gems forged over a career of Top Level Leadership. Learn more at www.StealthElevation.com.
This episode is brought to you by "Weekly Wealthy Wisdoms", my free newsletter featuring my latest insights of achieving well-being. Sign up at by clicking here.
James Barrood is one of the leaders of the east coast's innovation ecosystem. Recognized in the Power 100 and the Top 100 Influencers list, James is the founder of Innovation+ and former CEO of TechUnited. He is the author of "Entrepreneurship and Innovation: Global Insights from 24 Leaders" and co-author of "Lessons from the Great Recession". Find out more about Jim at https://innovationplus.us/advisory/.
This episode is brought to you by Weekly Wealthy Wisdom. Join the tens of thousands of subscribers already enjoying my FREE weekly e-newsletter delivered to you every Monday with my latest insights on living a healthy and wealthy life! Click here to sign up https://lp.constantcontactpages.com/su/8HtkZbP
Bryan discusses his 5-Step Financial Planning Process of Protection, Liquidity, Debt Management, Wealth Creation, and Growth.
For more information, check out Bryan's new book, "What Should I Do with My Money?: Economic Insights to Build Wealth Amid Chaos", available at:
https://www.amazon.com/What-Should-Do-My-Money/dp/1264857934/ref=sr_1_1
Andy Ross is a country rock star, former TV host, and CEO of a publicly traded company. He grew up in small town in Kansas before starting Ross Archery, hosting Maximum Archery on The Outdoor Channel and Sportsman Channel, and releasing the hit single- "American Rebel" which turned into his entire brand – American Rebel Holdings. Learn more about Andy at www.andyross.com and American Rebel at www.americanrebel.com
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
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This episode is brought to you by my new book, What Should I Do with My Money?, published by McGraw Hill, and available in paperback, kindle, and audiobook wherever books are sold.
Dr. Mark Williams is an internationally recognized professor of cognitive neuroscience. He has been at the cutting edge of developing computational brain imaging analysis and virtual reality in research. Having worked at MIT and taught at other notable universities, today he joins me by way of Australia to discuss neuroplasticity and how to get the most out of your brain. His new book, “The Connected Species: How Understanding the Evolution of our Brain Can Change The World” comes out in August of 2023.
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
#2023-156102 Exp. 5/25
This episode is brought to you by Weekly Wealthy Wisdom. Join the thousands who have already subscribed to my weekly newsletter, and receive insights on my latest findings for leading a healthy and wealthy life. Emailed right to you for FREE every Monday. Head over to www.bryankuderna.com and click subscribe to Weekly Wealthy Wisdom!
Mark's Website: http://www.drmarkwilliams.com University: https://researchers.mq.edu.au/en/persons/mark-williams Mark's Book: https://www.amazon.com/author/markawilliams
Bryan Kuderna, CFP and author of "What Should I Do with My Money?" breaks down the Fed's recent autopsy report of Silicon Valley Bank, the collapse of First Republic, and the future of banking regulation.
Monica C. Parker is the founder of HATCH Analytics. She uses human analytics to teach clients including Fortune 500 companies like Google, LinkedIn, Prudential, about how they think, change, and create a culture. She’s the bestselling author of THE POWER OF WONDER: The Extraordinary Emotion That Will Change the Way you Live, Learn, and Lead. Prior to founding HATCH, Monica has held the positions of opera singer, museum exhibition designer, and homicide investigator defending death row inmates for Florida’s Department of Justice.
This episode is brought to you by my new book, WHAT SHOULD I DO WITH MY MONEY?: Economic Insights to Build Wealth Amid Chaos, available in paperback, Kindle, and audiobook.
Robert Cote is the founder and CEO of Cote Capital. He is recognized as one of the world's leading intellectual property (IP) attorney's and investors. We discuss Chinese patent theft, what's wrong with the venture capital model, and how to invest in innovation.
This episode is brought to you by new book, What Should I Do with My Money?, now available in paperback, kindle, and audiobook.
Bas Rutten is a UFC hall-of-Famer and former heavyweight champion from Holland. He’s an actor, businessman, and inventor. Inside MMA named Bas the 4th greatest MMA fighter of all time. His current passion involves helping people beat asthma through a variety of breathing exercises with the Bas Rutten O2 Trainer.
This episode is brought to you by Bryan Kuderna's new book, What Should I Do with My Money? available in paperback, kindle, and audiobook wherever books are sold.
Jorge Olson is the co-founder and CMO of two publicly traded companies, Hempacco, ticker symbol HPCO, and Green Globe International, ticker GGII. Olson was born in Tijuana, Mexico, without running water or electricity. Now, Olson is the author of multiple books, an internationally recognized authority on consumer packaged goods, beverages, and wholesale distribution. His business partners include the likes of James Linsey, Cheech and Chong, Rick Ross and Snoop Dogg.
In this wide ranging conversation we cover everything from migration at the border, the drug trade, entrepreneurship, and how the American dream is still alive from Jorge’s rags to riches story.
This episode is brought to you by my new book, What Should I Do with My Money?, available wherever books are sold.
Monica Eaton is the founder of Chargebacks911, the global leader in chargeback prevention and remediation technology. They safeguard more than 2.4 billion transactions per year on behalf of clients in 87 countries around the world.
Eaton is an entrepreneur, author, and thought leader specializing in cyber technology, fraud mitigation, and FinTech.
For details on Chargebacks911’s comprehensive chargeback management solutions, visit https://chargebacks911.com
Shawn O’Malley is the host of The Investor’s Podcast’s Youtube Channel and he writes their daily newsletter, We Study Markets. The Investor’s Podcast's flagship show, We Study Billionaires, routinely tops all charts and has over 100 million downloads. Together we interpret current financial news with a long-term investment perspective.
This episode is brought to you by my new book, What Should I Do with My Money? Economic Insights to Build Wealth Amid Chaos, now available wherever books are sold.
Rob Moore is the host of The Disruptors, the UK's #1 business podcast. He has interviewed over 20 billionaires and countless A-list celebrities that disrupt the norm. We talk social media, being an entrepreneur, breaking world records, and getting the most out of life.
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
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Jim Campbell is the author of Madoff Talks, now a a Netflix docuseries titled Madoff: The Monster of Wall Street. We revisit Bernie Madoff's $65 billion ponzi scheme and the similarities to the recent collapse of Sam Bankman-Fried's $32 billion crypto exchange, FTX.
Dr. Lizette Warner is the CEO of Optimum Vobis. She is a TedX speaker and the author of Power, Poise, and Presence: A New Approach to Authentic Leadership . Lizette was previously a Senior Director of Clinical Science at Philips, focusing on MR Therapy (meditation relaxation), and she holds a PHD in Philosophy from the Mayo Clinic School of Medicine. We discuss her approach to authentic leadership an how to harness the power of biomarkers to defeat doubt and fear.
Bryan shares his important theme of framing in evaluating the returns of 2022 and economic outlook for 2023.
Eric Yaverbaum is the CEO of Ericho Communications. He is a public relations expert with over 41 years in the industry. His clients have spanned politicians, celebrities, and coporations including Sony, Domino’s, H&M, IKEA, and more. Eric is the bestselling author of PR for Dummies – as well as six other titles, including Leadership Secrets of the World’s Most Successful CEOs, which sold over 1 million copies.
Tom Siomades, CFA is the Chief Investment Officer of AE Wealth Management. Previously, Tom was the Managing Director of Hartford Funds, overseeing more than $100 billion of assets under management. He is a graduate of the United States Military Academy at West Point and earned a master’s degree from Webster University. We pick apart the global economy, including inflation, investment philosophies, The Fed, and US vs China.
The Federal Reserve conducts annual stress tests on the American banking system. As economists debate the possibility of a recession in 2023, learn about this year's test results on the ability of banks to withstand a severe downturn.
Raising interest rates have hammered both the stock market and bond market in 2022. However painful the path to higher rates may be, it does present new opportunities. Host and Certified Financail Planner, Bryan Kuderna, compares three popular products for conservative investors-- Fixed Annuities, CDs, and Treasuries.
Gregg Stebben has been a journalist for Forbes, Esquire, Men’s Health, and more. He has conducted over 15,000 interviews with newsmakers and politicians including Presidents Donald Trump, Bill Clinton, George H.W. Bush, and former Soviet President Mikhail Gorbachev.
Gregg is also the author of over 20 books including his new release, “Does Putin Have to Die?: The Story of How Russia Becomes a Democrazy After Losing to Ukraine”, co-authored with Ilya Ponomarev.
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 1040 Broad Street, Suite 202 Shrewsbury, NJ 07702 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
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There have been ten recessions since the S&P500 was created. Bryan Kuderna analyzes the current economy, the Fed response to inflation, and how the stock market has historically performed in similar periods.
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 1040 Broad Street, Suite 202 Shrewsbury, NJ 07702 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
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Frank O'Connell went from working on a farm as a young boy to becoming the President and CEO of Reebok, HBO, Indian Motorcycle, Skybox International and other iconic brands. Diving into Frank's 50+ years of business experience, we discuss the risk-taking attitude needed to be successful. Check out his new book-- Jump First, Think Fast.
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 1040 Broad Street, Suite 202 Shrewsbury, NJ 07702 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
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Ferol Vernon is the Co-Founder and COO of Written Word Media, a tech-enabled platform connecting authors to millions of readers. Vernon has an MBA from Duke University and since 2009 has been using software to empower Creatives. His entrepreneurial journey includes helping lead startups like ReverbNation to founding Written Word in 2014 with his wife, Ricci Wolman.
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 1040 Broad Street, Suite 202 Shrewsbury, NJ 07702 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
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Jay Jung is the founder of Embarc Advisors. His experience in strategic finance includes serving as Investment Banking Vice President at Goldman Sachs, Engagement Manager at McKinsey & Company, and an MBA from Wharton. He has completed over $50 billion in transactions including marquee transactions such as the sale of Yahoo, the sale of MuleSoft and the sale of SanDisk. We discuss startups, raising capital, and today's economy.
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 1040 Broad Street, Suite 202 Shrewsbury, NJ 07702 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
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Hugh McTavish is running for governor of Minnesota. McTavish is a biochemist and immunologist with a PhD and law degree from the University of Minnesota. He is committed to governing with the goal of happiness with his innovative proposal-- Jury Democracy.
Doris Dike is a healthcare attorney from Frisco, TX. She previously served as general counsel for a local hospital before starting her own firm Dike Law Group, where she helps healthcare professionals become entrepreneurs and entrepreneurs become healthcare professionals.
Matt Becker began his career helping shape national public policy and politics. He worked in the US House of Representatives and served in the administration of President George W. Bush. He was the Deputy Chief of Staff and White House Liaison for the US Small Business Administration (SBA). Matt now owns two PrideStaff franchises, where he helps connect employees and employers amid a tight labor market.
Martha is the President and Co-founder of the National Association of Registered Social Security Analysts, NARSSA. Martha is the author of numerous Social Security white papers and teaches finance and tax professionals across the country the ins and outs of social security.
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 1040 Broad Street, Suite 202 Shrewsbury, NJ 07702 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
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Yoni Mazor is the Chief Growth Officer and Co-founder of Getida. Getida is one of the world's fasting growing E-Commerce companies, auditing billions of dollars of Amazon transactions daily. We discuss everything from how Amazon makes money, what happens to all of your data, and how inflation and supply chain issues are impacting the economy today and in years to come.
Cooper Anderson is the CFO of Florence Healthcare. Cooper previously worked on Wall Street, creating Exchange Traded Funds, before consulting in healthcare and technology. We discuss the eClinical Software industry and the booming business behind testing new drugs.
Christopher Volk has taken three Real Estate Investment Trusts public, two of which he co-founded. The most recent is STORE Capital at which he served as CEO (ticker STOR on the NYSE). In 2019 Chris won EY’s Entrepreneur of the Year award. He’s a frequent university lecturer and visiting professor at Cornell. His new book, "The Value Equation", reveals how to start and fund a business and how to grade a business as an investor. Learn more at www.thevalueequation.com.
Scott Harkey is the President of OH Partners. One of the largest, most-decorated advertising agencies in the nation, OH has led marketing campaigns for Walt Disney, AirBnB, the NBA, and more. Scott’s work has landed him on the Arizona Republic’s '35 Under 35 Entrepreneurs', the Phoenix Business Journal's '40 Under 40’ lists, and voted “Ad Person Of The Year” by the American Advertising Federation of Phoenix in 2018.
On May 4, 2022, Jerome Powell announced the Fed's 0.5% rate hike. We discuss the cause and effect on inflation, markets, economy, and more. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 1040 Broad Street, Suite 202 Shrewsbury, NJ 07702 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
#2022-137992 exp. 5/24
In this episode Bryan Kuderna discusses the economics of energy and gasoline. He covers the war in Ukraine, sanctions against Russia, a history of oil embargoes, and the role gas plays in inflation. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 1040 Broad Street, Suite 202 Shrewsbury, NJ 07702 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
#2022-136820 exp. 4/24
Sources:
US BLS, Macrotrends, Pew Research, EIA, AAA, California Energy Commission
Jake Ryan is a renowned expert in cryptocurrency, regularly appearing in Harvard Business Review, Newsweek, and Bloomberg. He is the founder and CIO of TRADECRAFT Capital and author of Crypto Asset Investing in the Age of Autonomy. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 1040 Broad Street, Suite 202 Shrewsbury, NJ 07702 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
#2022-137990 exp. 5/24
Shaun Greer is the Vice President of Real Estate & Strategic Growth for Vacasa, the premier vacation home management company serving over 3 million guests annually. We cover the future of real estate, particularly the growing vacation rental industry, what to think about before buying a second home, and the best markets for vacation rentals. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS.
Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 1040 Broad Street, Suite 202 Shrewsbury, NJ 07702 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
#2022-132628 exp. 1/24
Ginni Saraswati hosts The Ginni Show and is the founder of Ginni Media and the Podcast Accelerator. She has been a finalist for the Australian Podcast Awards- comedy category, Broadcaster of The Year at Australian LGBTI Awards, amongst other accolades. Ginni Media is a podcast production company working with Fortune 500 companies and some of the world's most listened to shows. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS.
Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 1040 Broad Street, Suite 202 Shrewsbury, NJ 07702 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
#2022-132626 exp. 1/24
A summary of 2021's biggest financial stories- the stock market, inflation, real estate, and stimulus. We look at how trends that began in 2020 as a reaction to coronavirus play out and what they hold for 2022. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS.
Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 1040 Broad Street, Suite 202 Shrewsbury, NJ 07702 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
Dow Jones Industrial Average is a widely used indicator of the overall condition of the stock market, a price-weighted average of 30 actively traded blue chip stocks, primarily industrials, but also includes financial, leisure and other service oriented firms. NASDAQ Composite Index is a market value-weighted index that measures all NASDAQ domestic and non-U.S. based common stocks listed on the NASDAQ stock market. Each company's security affects the index in proportion to its market value. S&P 500 Index is a market index generally considered representative of the stock market as a whole. The index focuses on the large-cap segment of the U.S. equities market. Indices are unmanaged, and one cannot invest directly in an index. #2022-137988 Exp 05/24
Eric Dahan, CEO & Co-Founder of Open Influence, is the leading authority in the influencer marketing space. He is a Forbes and Inc. 30 Under 30 recipient. Eric has successfully piloted Open Influence’s global expansion throughout the United States, Europe, and Asia. He's worked with over a thousand of the world’s largest advertisers including: Disney, Google, Amazon, Facebook, Coca-Cola, and more. We discuss everything from the psychological concerns over social media, how companies are marketing in the modern world, to cyber influence from China and Russia. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS.
Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 1040 Broad Street, Suite 202 Shrewsbury, NJ 07702 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
#2021-130764 Exp. 12/23
We pull back the curtain on the private equity industry and discuss the enormous college endowment business, pension fund investments, and the history and future of PE. Jeffrey Hooke is a senior lecturer in finance at Johns Hopkins Business School. He has decades of experience on Wall Street as an investment banker and private investment executive. His new book is The Myth of Private Equity: An Inside Look at Wall Street’s Transformative Investments. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS.
Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 300 Broadacres Dr. Suite 175 Bloomfield, NJ 07003 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
#2021-130576 Exp. 12/23
Michael Abboud is the Founder and CEO of TetherView. He is an industry expert on cybersecurity, digital compliance, and the Cloud. He is a consultant to Columbia University's Center for Technology Management. Our conversation addresses ransomware, cyber attacks, computer literacy for youth, and the future of financial technology. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 300 Broadacres Dr. Suite 175 Bloomfield, NJ 07003 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
#2021-129403 Exp. 11/23
Jared Bibler is the author of the new book, ICELAND’s SECRET: The Untold Story of The World’s Biggest Con. Bibler is a graduate of MIT, who began his career as a software engineer. He eventually made his way to Wall Street as a consultant before moving to Iceland to support the Icelandic pension funds’ foreign investments as a Charted Financial Analyst or CFA. He was subsequently hired to head a special investigation team at the Icelandic markets regulator. During his role, Jared uncovered just how far financial corruption spread across the globe. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 300 Broadacres Dr. Suite 175 Bloomfield, NJ 07003 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194.
#2021-129131 exp. 10/23
Bryan Kuderna examines the 2021 Social Security Trustees Report. Analysis includes funding shortfalls, projections, population trends, and possible outcomes. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 300 Broadacres Dr. Suite 175 Bloomfield, NJ 07003 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194.
#2021-127065 (Exp. 9/23)
A roadmap of financial goals and benchmarks decade by decade, starting in the 20's and ending in the 70's. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 300 Broadacres Dr. Suite 175 Bloomfield, NJ 07003 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194.
#2021-125965 (Exp. 8/23)
Learn how to mentally excel in the new normal. Dr. Rob Fazio is a renowned sports psychologist as seen in the New York Times, Fox News, CNN, MSNBC, and more. He is the author of Simple is the New Smart and Bullyproof. His company On Point Advising, coaches leaders how to reach their full potential. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 300 Broadacres Dr. Suite 175 Bloomfield, NJ 07003 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194.
#2021-125119 (Exp. 8/23)
Dr. Richard Smith is a Berkley mathematician with a PHD in Systems Science. Known as "The Doctor of Uncertainty", Smith is a fintech entrepreneur, author of Risk Rituals Newsletter, and contributor to Forbes, CNN, Marketwatch, and more. We discuss congressional action to curb the power of big tech and what it means to the economy. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 300 Broadacres Dr. Suite 175 Bloomfield, NJ 07003 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194.
#2021-124434 (Exp. 7/23)
Ari Rastegar has been called the "Oracle of Austin" by Forbes and was recently named to Commercial Observer's Power 100 list. He is the Founder and the CEO of Rastegar Property Company which encompasses over 5 million square feet of property in 38 cities across 13 states. His new book is "The Gift of Failure". This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 300 Broadacres Dr. Suite 175 Bloomfield, NJ 07003 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194. 2021-123760 (Exp. 7/23)
Jim Campbell is the host of the nationally syndicated radio shows "Business Talk with Jim Campbell" and "Forensic Talk with Jim Campbell". We discuss his latest book, "Madoff Talks- Uncovering The Untold Story Behind The Most Notorious Ponzi Scheme in History", and Jim's decade-long interview with Bernie Madoff and his family. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 300 Broadacres Dr. Suite 175 Bloomfield, NJ 07003 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194 This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or Kuderna Financial Team and opinions stated are their own.
#2021-122635 exp. 6/23
A conversation ranging from 5G to Science Nonfiction with George Holmes, Chairman and CEO of Resonant. George has previously served as the Chief Commercial Officer of Tigo Energy and several other senior executive positions in the tech space. He holds a B.A. from the University of Puget and diploma in international business from Nyenrode University, Netherlands. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 300 Broadacres Dr. Suite 175 Bloomfield, NJ 07003 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194 This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or Kuderna Financial Team and opinions stated are their own.
#2021-122724 exp. 7/23
It took millennia for the Earth's population to reach 1 billion people, but only the past century to add another 6 billion. What effects does this extreme population growth have on the economy and personal finance? Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 300 Broadacres Dr. Suite 175 Bloomfield, NJ 07003 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or Kuderna Financial Team and opinions stated are their own.
#2021-122783 exp. 6/2023
The first episode of Season 2 highlights the future of the millennial economy, and framework for Kuderna's 2nd edition of Millennial Millionaire. We introduce the topics of: population dynamics, social security, pensions, immigration, geopolitical issues, natural resources, technology, education, healthcare reform, and socialism versus capitalism. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 300 Broadacres Dr. Suite 175 Bloomfield, NJ 07003 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
This material contains the current opinions of the author but not necessarily those of Guardian or its subsidiaries and such opinions are subject to change without notice
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or Kuderna Financial Team and opinions stated are their own.
#2021-122958 exp. 6/2023
Bryan Kuderna discusses the third round of stimulus, and first under The Biden Administration, and what an additional $1.9 trillion expense means to America's economy.
Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 300 Broadacres Dr. Suite 175 Bloomfield, NJ 07003 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
This material contains the current opinions of the presenter but not necessarily those of Guardian or its subsidiaries and such opinions are subject to change without notice.
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or Kuderna Financial Team and opinions stated are their own.
#2021-122960 exp. 6/2023
In a follow-up to the hit episode, Economics 101, Kuderna interviews TCNJ Professor of Economics, Dr. Donald Vandegrift. The wide-ranging conversation covers US debt, politics, capitalism versus socialism, and the Biden agenda.
Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 300 Broadacres Dr. Suite 175 Bloomfield, NJ 07003 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or Kuderna Financial Team and opinions stated are their own.
#2021-122963 exp. 6/2023
Jeff is the Founder & CEO of The Explorer’s Passage (TEP). Jeff’s objective is to use his organization to help tackle the world’s most important social and environmental issues through adventure travel experiences across the planet. His trips have prompted collaboration with Disney, Nat Geo, and more.
Previously, Jeff spent 15 years on Wall Street with Merrill Lynch and Citibank. This is story not of just travel, but pursuit of a passion.
Jeff is a contributing writer to Entrepreneur Magazine and a TEDx speaker.
Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 300 Broadacres Dr. Suite 175 Bloomfield, NJ 07003 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or Kuderna Financial Team and opinions stated are their own.
#2021-122964 exp. 6/2023
Bryan Kuderna discusses the differences between stocks, mutual funds, and exchange traded funds.
Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 300 Broadacres Dr. Suite 175 Bloomfield, NJ 07003 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or Kuderna Financial Team and opinions stated are their own.
All investments contain risk and may lose value. Mutual funds and ETFs are sold by prospectus only. Prospectuses contain important information, including fees, expenses, and risks. Past performance is not a guarantee of future results. References to specific securities, asset classes and financial markets are for illustrative purposes only and do not constitute a solicitation, offer, or recommendation to purchase or sell a security.
2021-119557 exp. 5/23
In this episode we define market capitalization and what it means to investors, including comparisons of large-cap, mid-cap, and small-cap sectors.
Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 300 Broadacres Dr. Suite 175 Bloomfield, NJ 07003 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or Kuderna Financial Team and opinions stated are their own.
2021-119555 exp. 6/23
Jordan Babineaux played for nearly a decade in the NFL with the Seattle Seahawks and Tennessee Titans before becoming a sports broadcaster, entrepreneur, and business executive, partnering with major brands such as NFL, Toyota, Coca Cola, and more.
He founded The Babineaux Foundation with his brother Jonathan, former defensive end for the Atlanta Falcons
His new book, PIVOT TO WIN, will be available later this month. Learn more at www.pivottowin.com
Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 300 Broadacres Dr. Suite 175 Bloomfield, NJ 07003 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or Kuderna Financial Team and opinions stated are their own.
#2021-122965 exp. 6/23
In this episode Bryan Kuderna, Certified Financial Planner, discusses the Backdoor Roth IRA, a strategy for those who exceed Roth IRA income limits. He also addresses the various tax consequences of other investment vehicles.
Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 300 Broadacres Dr. Suite 175 Bloomfield, NJ 07003 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or Kuderna Financial Team and opinions stated are their own.
This material is intended for general public use and is for educational purposes only. By providing this content, Park Avenue Securities LLC is not undertaking to provide any recommendations or investment advice regarding any specific account type, service, investment strategy or product to any specific individual or situation, or to otherwise act in any fiduciary or other capacity. Please contact a financial professional for guidance and information that is specific to your individual situation.
2021-121231 exp. 6/23
We kick off 2021 reviewing the top new year's resolutions and where wealth management fits in. Topics include budgeting advice, debt management, and more!
Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 300 Broadacres Dr. Suite 175 Bloomfield, NJ 07003 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or Kuderna Financial Team and opinions stated are their own.
#2021-123030 exp. 6/23
We break down the $900 billion rescue package passed by Congress on Monday Evening. Kuderna talks further about the long-term repercussions of extreme government spending and national debt.
Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 300 Broadacres Dr. Suite 175 Bloomfield, NJ 07003 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or Kuderna Financial Team and opinions stated are their own.
#2021-122727 exp. 6/23
A conversation with internationally renowned sports and entertainment attorney, Ronika Carter. Ronika is a graduate of the University of Virginia School of Law and former editor of the Virginia Sports and Entertainment Law Journal.
Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 300 Broadacres Dr. Suite 175 Bloomfield, NJ 07003 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or Kuderna Financial Team and opinions stated are their own.
#2021-123033 exp. 6/23
We discuss two investor behaviors- casual thoughts versus beliefs, and how economic noise can affect each individual's decision making process. Kuderna shares five tips on how to be a rational investor with long-term success.
Please note that past performance does not guarantee future results.
We discuss the positive performance of the stock market amdist the unprecedented events of 2020, including The Fed, Tech Stocks, Individual Investors, and Trump.
Data and rates used were indicative of market conditions as of the publication date. Opinions, estimates, and forecasts of market trends are based on current conditions and are subject to change without notice. References to specific securities, asset classes, or financial markets are for illustrative purposes only and do not constitute recommendations, solicitation, or offers. The SP500 Index is a market index generally considered representative of the stock market as a whole. Past performance does not guarantee future results.
Andrew Parsons is the Executive Producer of Prologue Projects. His shows have recorded several million downloads, which include The Trevor Noah Podcast, Fiasco, Backstory, Slowburn, and much more!
We discuss the Trump tax cuts and what he proposes to do if re-elected versus Joe Biden's tax plan to help lower and middle-income families while taxing the rich.
Dr. Denise Wunderler is a Cleveland Clinic trained doctor who serves as the team physician for USA Volleyball. She is the founder of Team Vienna 4 SUDC Awareness, in memory of her two year-old daughter, Vienna, who tragically passed away of SUDC (Sudden Unexplained Death in Childhood).
A thorough look at the taxation of income, capital gains, and interest and dividends throughout history and its impact on retirement planning.
We discuss finding your purpose and passion in life with renowned millennial author, Gabrielle Bosche. Bosche has been quoted by everyone from The Rock to the US Military.
We discuss politics, education, business, and economics, all in the light of the COVID 19 pandemic. Jeffrey Kanige is the Chief Editor of NJBiz, New Jersey's oldest and most prominent business publication.
We discuss the pros and cons of inflation and how fixed income asset classes have changed over time.
I talk with Shahrina Ankhi-Krol, creator of MeetPreneur and founder of Ankhi-Krol Law about the future of entrepreneurship, small business, China, and trademark and copyright advice.
Please note, the material presented by Shahrina Ankhi-Krol is for informational purposes only, is general in nature, and is not intended to and should not be relied upon or construed as a legal opinion or legal advice regarding any specific issue or factual circumstance.
If you need legal advice, please contact info@ankhikrollaw.com.
I discuss Black Lives Matter, Defund The Police, sanctuary cities, and other controversial issues from the standpoint of statistics and economics with Professor Donald Vandegrift.
We frame the retirement landscape and discuss key differences between the accumulation and distribution phases of investing.
We compare the pros and cons of owning versus renting, an emotional and financial decision, and which use of real estate fits you.
A look at defined benefit pensions and their uncertain future, including an understanding of the Pension Benefit Guaranty Corporation.
A thorough analysis of the various types of disability insurance and strategies to protect your income.
I sit down with former NFL star, current CFP and author of Your Money Vehicle- Jedidiah Collins. We discuss everything from playing alongside hall of famers, living through Coronavirus, to managing your money.
We discuss recent bull and bear markets, and potential safe havens for your portfolio. Asset classes include Cash, TIPS, CDs, Bonds, Fixed Annuities, Gold, and Whole Life Insurance.
A discussion with nationally recognized financing and credit expert and Director of Education at Nav, Gerri Detweiler. Gerri has spent over 20 years advising 1.2 million small business, most recently on how to navigate the Coronavirus pandemic and government lending programs.
Is the government reopening the economy too soon, or not soon enough? We examine the most notable health issues in American history, the corresponding government intervention, and economic fallout.
A review of the latest scams and hacks preying on COVID 19 pandemic, and how you can protect yourself.
We discuss COVID 19 and the effect on the global economy, particularly fiscal and monetary tools to help keep money flowing.
We review everything you need to know for a startup business, including a checklist and business plan template.
We touch on the recent market volatility sparked by the coronavirus and explore a history of American recessions and their causes.
We review the pro's and con's of the recently passed SECURE Act signed into law by President Donald Trump in 2019, particularly its affect on IRA's and retirement planning.
Dr. Michael Beys is a doctor of acupuncture and chinese herbal medicine. He is a renowned expert on epigenetic mechanisms and applications for early detection and prevention of disease.
A crash course on the most common, yet often misunderstood, terms in investing- Mutual funds, ETF's, and more!
We bring all of our new listeners up to speed with a summary of key points from the previous 27 episodes!
A brief summary of estate planning and a discussion on 13 of the most awful legacy errors in Hollywood history, including Marilyn Monroe, James Gandolfini, Michael Jackson, and more!
We review each retirement plan option based on the phase your business is in, from start up to established corporation. Topics include the IRA, SEP IRA, 401(k), and more!
A discussion with best-selling author of Rich Habits, Tom Corley. Tom spent five years studying the ultra wealthy and the very poor to determine over 300 daily habits that separate the "haves" from the "have nots".
How to fund your 401(k), an understanding of Dollar Cost Averaging, fees, and investment choices within your retirement plan.
We discuss important deadlines associated with your retirement, benefits, taxes, other time sensitive financial planning opportunities.
The author of Millennial Millionaire answers most commonly asked questions on how to create book- from idea to bookshelves and everything in between!
I sit down with expert college counselor and former Columbia admissions officer, Emily Wolper, to discuss the latest college trends and how to choose and get accepted into the best university possible.
We look at the history of credit, how a credit score is a calculated, and what you can do to improve your most important number.
We discuss common myths versus the correct way to determine the appropriate amount of life insurance coverage.
John Reed helps the mega wealthy with advanced wealth/business protection and transfer strategies. He's the President of PFLI, Consultant to Balanced Strategies, and Finance Commissioner to Newport Beach, California.
Will the migration from New Jersey to Florida end any time soon? A look at the factors, financial, retirement, and otherwise, prompting state relocation.
This month I interview Barry Habib- originator of over $2 billion of mortgages, producer of Rock of Ages, Chris Angel's Mind Freak, CNBC Host, and top real estate forecaster.
An explanation of socialism and capitalism- the pros and cons, history of each concept, political influence, and its effect on you today.
A look at the need for female financial planning and how to traverse two major life events- divorce and widowhood.
A close look at the history and current state of the social security system, including how it works and fits into a retirement plan.
Marques Ogden played in the NFL, built a lucrative construction company, and then lost it all. He currently speaks to the NFL and several Fortune 500 companies on how to take control of your life and achieve financial and professional success.
Bryan Kuderna uncovers who are the world's millionaires under 25, what they do, how they got there, and if it's possible for you.
We discuss the growing trend of forced early retirement provoked by caring for our loved ones, and the effects and solutions for caregivers and care receivers.
We look at the biggest financial threats, in particular disability, and why it's so rarely discussed.
Kuderna explains the difference between Value and Growth, each strategy's historical performance, and how technology is changing the stock market.
A discussion on how to find impact, independence, and income in the workplace with advice on entrepreneurship!
A guide to interview your potential financial advisor. We discuss licenses, designations, background, and other key traits to look for in your financial steward.
An analysis of the top 5 financial mistakes according to Millennial Millionaire author, Bryan Kuderna.
This week's episode illustrates what $1 million can translate to in retirement. We explore wealth eroding factors and other considerations for this exciting, yet unpredictable phase of life.
Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 300 Broadacres Dr. Suite 175 Bloomfield, NJ 07003 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or Kuderna Financial Team and opinions stated are their own.
#2021-123037 exp. 6/23
A deep dive into what happens when your child does not go to college or you simply have too much college savings. We discuss 529 Plans, custodial accounts, and other popular vehicles.
Welcome to the pilot of The Kuderna Podcast. We lay the groundwork for all future episodes, cover The 5 Tenets of Financial Planning, and the philosophy behind wealth!