Relatable Finance Podcast: Recent Episodes
Relatable Finance Podcast
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In this episode, the South Florida Finance Guys talk about the Fed’s rate-cutting program, exploring its potential impact on the economy, stock market, and bonds. Whether you’re an investor, an economist, or simply curious about monetary policy, this discussion offers valuable insights into how interest rate changes can shape financial markets and the broader economy.
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The post Relatable Finance Podcast Episode 155: Rate Cuts are Here! appeared first on Provenance Wealth Advisors.
In this episode, the Relatable Finance guys talk about recent stock market volatility, offering insights and reminders on what to expect during periods of market instability. They explore the importance of setting realistic long-term goals and how to navigate market fluctuations to achieve investment success. Tune in to understand how to stay on course during uncertain times and why maintaining a disciplined approach is key to long-term financial well-being.
The post Relatable Finance Podcast Episode 154: Market Volatility and Setting Expectations appeared first on Provenance Wealth Advisors.
In this Relatable Finance episode, the South Florida finance guys mention common traits they observe among high-net-worth clients. They also converse about spending habits, work ethic, and the varied paths to financial success. Tune in to gain insights into how these characteristics can influence financial outcomes and discover practical tips to enhance your own financial journey.
The post Relatable Finance Podcast Episode 153: Similarities Amongst the High-Net-Worth appeared first on Provenance Wealth Advisors.
In this episode of Relatable Finance, the South Florida finance guys talk about President Biden withdrawing from the race and the political environment in the U.S. that is heating up as we head toward the November 5th election day. While things are likely to evolve quickly from here and predictions are difficult, we try to assess the landscape for what’s at stake in November. Join us as we explore the potential implications and key issues that will shape this critical election.
The post Relatable Finance Podcast Episode 152: Assessing the Political Landscape Ahead of Election Day appeared first on Provenance Wealth Advisors.
Don’t miss this episode as the South Florida relatable finance guys discuss how Nvidia became a tech giant and a leader in AI innovation. They explore the meteoric rise of Nvidia, a company that seemingly emerged out of nowhere to become one of the world’s largest publicly traded companies. Learn about its journey, technological advancements, and what the future holds for Nvidia.
The post Relatable Finance Podcast Episode 151: The Most Well-Known Unknown Company appeared first on Provenance Wealth Advisors.
Welcome to today’s episode, where the South Florida relatable finance guys discuss the fascinating world of company growth and monetization. It’s rare for a company to grow entirely on its own to become a large, publicly traded entity. More often, founders look to monetize their investment at some point, and private equity (PE) plays a significant role in this process. Tune in as we explore the intricate dynamics of private equity and how it can be a game-changer for growing companies.
The post Relatable Finance Podcast Episode 150: Progression Towards Company Exits appeared first on Provenance Wealth Advisors.
In this episode, the relatable finance guys tackle a topic that often confuses many: gifting and the taxes associated with it. They review what counts as gifting and debunk some of its biggest myths. Our goal is to make sure you walk away with a clear understanding of the financial and tax ramifications of gifting, so you can make informed decisions whether you’re giving or receiving.
The post Relatable Finance Podcast Episode 149: Common Misconceptions about Gifting and Related Taxes appeared first on Provenance Wealth Advisors.
In today’s episode, “From Start-Up to Going Public,” the relatable finance guys explore the dynamic journey of businesses transforming from small start-ups to major players on the stock exchange. Join in as they delve into the different stages that can help a company grow and achieve this remarkable milestone. While not all paths are identical, there is a familiar pattern that many successful companies follow.
The post Relatable Finance Podcast Episode 148: From Start Up to Going Public appeared first on Provenance Wealth Advisors.
In this episode, relatable finance guys discuss something that affects every American: the United States national debt. Listen as they discuss where the national debt currently stands, explore the factors that have contributed to its rise, and consider the potential impacts on our economy and everyday lives.
The post Relatable Finance Podcast Episode 147: The Ever-Increasing National Debt appeared first on Provenance Wealth Advisors.
Dive into the complexities of the Federal Reserve’s delicate balancing act with the South Florida Relatable Finance guys. Despite expectations of interest rate cuts, the resilient economy and the approaching presidential election add layers of complexity to the Fed’s decisions, as they do not want to be viewed as impacting elections. Join us as we unpack the factors shaping the Fed’s rate decisions for the rest of 2024, and explore the intricate dynamics at play.
The post Relatable Finance Podcast Episode 146: Upcoming Federal Reserve Policy Decisions appeared first on Provenance Wealth Advisors.
The South Florida Relatable Finance Guys discuss unexpected money and how to make the most of it. From defensive strategies like bolstering your emergency fund and paying off debt, to bold moves like pursuing your dreams or launching your own business. Don’t miss out on valuable insights and practical tips. Listen now!
The post Relatable Finance Podcast Episode 145: Options to Take Advantage of Unexpected Money appeared first on Provenance Wealth Advisors.
In this episode, join the South Florida relatable finance guys as they tackle the ever-relevant topic of inflation, but with a twist – exploring its impact through the prism of changing lifestyles and the journey of growing up. The discussion delves into the dual perspectives of rising costs and the effect on earnings, providing personal insights and relatable anecdotes. Prepare for a trip down memory lane as the hosts reminisce about the days when a you could secure a feast from McDonald’s $1 menu. Tune in for a unique take on inflation that combines economic analysis with a touch of humor and personal experiences.
The post Relatable Finance Podcast Episode 144: Am I Dreaming or did I Buy a $20 Cheeseburger? appeared first on Provenance Wealth Advisors.
In the latest Relatable Finance podcast episode, the South Florida finance guys delve into the often overlooked realms of alternative investments and private markets. While stocks and bonds dominate financial discussions, we shed light on the potential of alternative avenues. Discover the allure of these investments, offering attractive returns beyond the traditional options. However, be prepared for challenges like limited information and liquidity issues, as we explore the nuances of diversifying your investment portfolio. Tune in to gain insights into navigating the complexities of alternative investments and unlocking new opportunities in the ever-evolving world of finance. #Investing #AlternativeInvestments #PrivateMarkets #DiversifyPortfolio
The post Relatable Finance Podcast Episode 143: Alternative Investments and Private Markets appeared first on Provenance Wealth Advisors.
After what seemed like years, Bitcoin ETF’s have finally been approved by the SEC. The South Florida relatable finance guys dive a little deeper into what this means for the asset class.
The post Relatable Finance Podcast Episode 142: The Launch of the Bitcoin ETF appeared first on Provenance Wealth Advisors.
China seems to have been in the news a lot recently, particularly as tensions with the U.S. seem elevated. Interestingly, China’s stock market has been under pressure while the U.S. market and economy continues to perform better than many expected. Join the South Florida relatable finance guys as they discuss China and the U.S. markets.
The post Relatable Finance Podcast Episode 141: Recent Turmoil in the Chinese Stock Market appeared first on Provenance Wealth Advisors.
In this Relatable Finance Podcast episode, the South Florida relatable guys dive into some of the different areas to consider when buying a home, how interest rates affect mortgage rates and values along with some of the fundamentals to always keep in mind.
The post Relatable Finance Podcast Episode 140: Diving into the World of Homebuying appeared first on Provenance Wealth Advisors.
In this episode, the South Florida Relatable Finance guys discuss artificial intelligence (AI) and its impact on the world and investments. They specifically discuss AI’s effect on the magnificent 7, the two broad types and AI, the types of companies using or creating AI and how to play both of this from an investment perspective.
The post Relatable Finance Podcast Episode 139: Artificial Intelligence: What does it mean and how can my portfolio benefit? appeared first on Provenance Wealth Advisors.
With 2023 coming to an end, the South Florida relatable finance guys review some things they thought they did well, areas they could have improved, and take a look upon 2024 in setting goals for the new year.
The post Relatable Finance Podcast Episode 138: Year End Reflections and 2024 Goals appeared first on Provenance Wealth Advisors.
In this episode, the South Florida relatable finance guys discuss market commentators making annual return predictions for various parts of the market for calendar year 2024. They discuss if these matter, how difficult they are to predict and what they focus on instead to help their clients achieve their goals.
The post Relatable Finance Podcast Episode 137: Do Annual Predictions Really Matter? appeared first on Provenance Wealth Advisors.
There is a lot going on in the world right now, from geopolitical conflict outside of the United States, to internal political drama within. In this episode, the South Florida relatable finance guys discuss how to block out the noise of bond yields rising, and a volatile stock market, then piecing it all together to formulate a financial plan or investment strategy that can have a greater impact down the road.
The post Relatable Finance Podcast Episode 136: Piecing It All Together appeared first on Provenance Wealth Advisors.
In this episode, the south Florida relatable finance guys look at the health of the consumer, whose spending accounts for about 2/3rds of GDP growth. They look at consumer balance sheets, debt and an update on inflation, which has been a headwind for consumers for years now.
The post Relatable Finance Podcast Episode 135: An Update on the Ever Important Consumer appeared first on Provenance Wealth Advisors.
Believe it or not, there are ways where you can make good decisions for your financial future, while also saving some money on your taxes. In this episode, the South Florida relatable finance guys go over some quick tips where you can do just that.
The post Relatable Finance Podcast Episode 134: Some tips on how to save a couple dollars while making good financial decisions appeared first on Provenance Wealth Advisors.
In this episode, the South Florida relatable finance guys discuss the changes in the fixed income market over the last 19 months, starting with the first Fed rate hikes in March 2022. They cover those changes as well as what it means for fixed income investments moving forward.
The post Relatable Finance Podcast Episode 133: The New and Improved World of Fixed Income appeared first on Provenance Wealth Advisors.
While many have been calling for a recession, the U.S. economy has been remarkably resilient up to this point. Listen as the relatable finance guys dive into some of the factors that have helped the economy stay so strong up to this point, and what may be in store ahead.
The post Relatable Finance Podcast Episode 132: Is a recession coming? appeared first on Provenance Wealth Advisors.
In this episode, the relatable finance guys discuss the classic saying keeping up with the Jones’s in 2023 when comparisons and jealousy are everywhere. They discuss expectations, fair comparisons and the steps to take to make and reach appropriate goals. Planning and taking action are key!
The post Relatable Finance Podcast Episode 131: Keeping Up with the Joneses: Having Realistic Expectations and Taking Action appeared first on Provenance Wealth Advisors.
Fitch recently downgraded the U.S. Credit Quality from AAA to AA+. The relatable finance guys in Ft. Lauderdale discuss some history, the rational, and investment implications of the event.
The post Relatable Finance Podcast Episode 130: The Recent Downgrade of U.S. Credit Quality and Implications appeared first on Provenance Wealth Advisors.
In this episode, the relatable finance guys discuss some common behavioral biases: loss aversion, overconfidence and herd behavior. They relate these to both the real world as well as investing and highlight how to make these biases not work against you.
The post Relatable Finance Podcast Episode 129: Don’t Be Your Own Enemy: Behavioral Biases appeared first on Provenance Wealth Advisors.
Geopolitical tensions have risen lately. In this episode, the relatable finance guys go over some of the recent events and discuss their implications for the economy and asset markets
The post Relatable Finance Podcast Episode 128: Implications of the Current Geopolitical Environment appeared first on Provenance Wealth Advisors.
In this episode, the relatable finance guys look at the decision of saving now and enjoying your money in the future or YOLO, spend now and enjoy life in the moment. The topic came from a couple of client conversations where business owners sold their businesses and made comments such as “I have been wealthy […]
The post Relatable Finance Podcast Episode 127: Save now? Or Live and Spend in the Present, what’s the Best Decision? appeared first on Provenance Wealth Advisors.
In this episode, the relatable finance guys dive into technology stocks, particularly those that are tied to artificial intelligence which have seen a strong performance this year. This has led to one of the highest concentrations in stock market indices.
The post Relatable Finance Podcast Episode 126: Current Stock Market Concentration and Potential Implications appeared first on Provenance Wealth Advisors.
In this episode, the relatable finance guys discuss the S&P 500 index, which is commonly referred to as the market. This is the most common index in the US and they go into the specifics of what you are investing in if you own it and some potential gaps in your investments if this is […]
The post Relatable Finance Podcast Episode 125: What Exactly is “the market”? appeared first on Provenance Wealth Advisors.
In this episode, Relatable Finance host Shane Phillips talks to Jared Husch, Director of Growth at Nearpod. They cover many areas of the start-up world including working in a small company environment, acquisitions and growth potential. They also discuss the old and new Miami start-up scene as well as new innovations such as ChatGPT and AI.
The post Relatable Finance Podcast Episode 124: Exploring the Start-Up World with Jared Husch appeared first on Provenance Wealth Advisors.
The recent failure of Silicon Valley Bank and stresses within the banking sector is top of mind for all of us. The relatable finance guys look into what sequence of events led to this, and the impact on the banking sector going forward.
The post Relatable Finance Podcast Episode 123: Banking Turmoil and Silicon Valley Bank appeared first on Provenance Wealth Advisors.
In this episode, the relatable finance guys discuss some financial concepts they use on a daily basis but may not be understood by people who aren’t in the financial industry. They also talk about some common ways of consuming financial advice and the potential downfalls.
The post Relatable Finance Podcast Episode 122: Important Financial Concepts to Know and Understand appeared first on Provenance Wealth Advisors.
In this episode, Shane Phillips talks with Jeremy Hanson of Coldwell Banker Realty to get an update on the South Florida residential real estate market. Topics include the market for buying versus renting, the differences between different South Florida cities and neighborhoods and how the increase in interest rates have affected the market.
The post Relatable Finance Podcast Episode 121: All Things Real Estate with Realtor Jeremy Hanson appeared first on Provenance Wealth Advisors.
It’s been a while, but for the first time in over a decade we can now get more attractive yields on our savings. However, not all banks have raised the rates in line with the Fed’s rate hikes. In this episode, the relatable finance guys consider different options for you cash.
*CDs are insured by the FDIC and offer a fixed rate of return, whereas the return and principal value of investment securities fluctuate with changes in market conditions. Brokered Certificates of Deposit (CDs) purchased through a securities broker and held in a brokerage account are considered deposits with the issuing institution and are insured by the Federal Deposit Insurance Corporation (FDIC), an independent agency of the US, Government. FDIC deposits are insured up to $250,000 per issuer (including principal and interest) for deposits held in different ownership categories including single accounts, joint accounts, trust accounts; IRAs, and certain other retirement accounts. The deposit insurance coverage limits refer to the total of all deposits that an account holder has in the same ownership categories, at each FDIC-insured institution. For more information, please visit fdic.gov. About Liquidity: Funds may not be withdrawn until the maturity date Or redemption date, However, the brokered CD, are negotiable, which mean, that although not obligated to do so, Raymond James and other broker/dealers presently maintain an active secondary market at current interest rates, Market value will fluctuate and, if the CD is cashed out prior to maturity, the proceeds may be more or less than the original purchase price, Holding CDs until term assures the holder of par value redemption. CDs are redeemable at par upon death of beneficial holder. FDIC insurance does not protect against market losses due to selling CDs in the secondary market prior to maturity. U.S. government bonds and Treasury bills/notes are guaranteed by the U.S. government and, if held to maturity, offer a fixed rate of return and guaranteed principal value. U.S. government bonds are issued and guaranteed as to the timely payment of principal and interest by the federal government. Treasury bills are certificates reflecting short-term (less than one year) obligations of the U.S. government. Treasury notes are certificates reflecting intermediate-term (2 – 10 years) obligations of the U.S. government.
The post Relatable Finance Podcast Episode 120: Time to Double Check What You Are Earning on Your Cash appeared first on Provenance Wealth Advisors.
Sia Nejad joins the finance guys in discussing how fantasy sports and online gambling have grown considerably in recent years. Changes in regulation at the Federal and State level, coupled with the increased connectivity of mobile devices have opened the door to considerable growth in recent years. And with overwhelming amounts of information, parallels can be drawn with investment strategy.
The post Relatable Finance Podcast Episode 119: Special Guest Sia Nejad joins Relatable Finance Podcast appeared first on Provenance Wealth Advisors.
In this episode, the relatable finance guys discuss the ongoing concept of short term versus long term, but this time they do so in the current investment environment which has changed dramatically in the last 12-18 months.
The post Relatable Finance Podcast Episode 118: Short Term Versus Long Term Investing in the Current Environment appeared first on Provenance Wealth Advisors.
In this episode, the relatable finance guys provide some of their own personal finance tips that help guide their financial lives. A new year is a great time to get your finances in order and these tips can provide some first steps.
The post Relatable Finance Podcast Episode 117: Relatable Finance Gets Personal appeared first on Provenance Wealth Advisors.
With many recessionary calls, many are looking for clues on how the economy is doing. Recent holiday sales data has come in better than expected, but does that tell the full story? In this episode the relatable finance guys take a look at various data points to see if they can provide clues as to where the economy is headed.
The post Relatable Finance Podcast Episode 116: Looking at Recent Economic Clues on the Economy appeared first on Provenance Wealth Advisors.
In this episode, the relatable finance guys discuss different financial situations that may fall under the too good to be true category. They identify real world examples and potential future investment strategies that should considered with caution. They also go through a framework of how to approach these situations and the extra due diligence that is required.
The post Relatable Finance Podcast Episode 115: Too Good To Be True appeared first on Provenance Wealth Advisors.
We had our mid-term elections for 2022, and China had it’s National People Congress which is held every 5 years in October. In this episode, the relatable finance guys go over the differences between our political system here in the U.S., versus that of China’s. These differences are also central to some of the global […]
The post Relatable Finance Podcast Episode 114 – The U.S. Mid-Terms and Comparing our Political System to China’s appeared first on Provenance Wealth Advisors.
In this episode, the relatable finance guys look at studies that tie rising income to increased happiness but only to a certain income threshold. They then give six financial tips you can use to improve your financial lives.
The post Relatable Finance Podcast Episode 113: Pursuit of Happiness appeared first on Provenance Wealth Advisors.
The Fed has been pulling away much of the stimulus provided during the pandemic in an effort to help quell inflationary pressures. While these efforts will slow the U.S. economy, they also create challenges for international economies given the dollar role as the worlds reserve currency. In this episode, the finance guys explore some of […]
The post Relatable Finance Podcast Epsiode 112: Impact of Fed Rate Hikes on the Global Economy appeared first on Provenance Wealth Advisors.
In this episode, the relatable finance guys recap an eventful first three quarters of 2022 including historic moves in inflation and interest rates, the impact of Russia’s invasion of Ukraine and the impact on the stock and bond markets.
The post Relatable Finance Podcast Episode 111: Highlighting the Eventful First Three Quarters of 2022 appeared first on Provenance Wealth Advisors.
Midterm elections have an impact on the economy and policy going forward, they can also have an impact on market returns. In this episode, the relatable finance guys go over some of the factors impacting the environment and what could be in store as we head into election day.
The post Relatable Finance Podcast Episode 110: Thoughts Around the Midterm Election appeared first on Provenance Wealth Advisors.
In this episode, the relatable finance guys discuss differences between expectations and reality for various areas of financial life including investment returns and opening your own business. They also discuss other unexpected life events and the opportunities they may bring.
The post Relatable Finance Podcast Episode 109 Expectations versus Reality appeared first on Provenance Wealth Advisors.
With the recent trip by House speaker Nancy Pelosi to Taiwan, China has responded by conducting military drills after threating severe consequences if she were to do so. In this episode, the relatable finance guys provide some background on the China-Taiwan relations, some implications should conflict escalate further, and how this can be factored into […]
The post Relatable Finance Podcast Episode 108 – Implications with China and Taiwan appeared first on Provenance Wealth Advisors.
In this episode, the relatable finance guys discuss personal inflation rates and how our consumption decisions may be more or less affected than broad inflation numbers. They also discuss how these decisions affect market cycles and prices.
The post Relatable Finance Podcast Episode 107 – Personal Inflation Rates and Consumption Habits appeared first on Provenance Wealth Advisors.
In this episode, the relatable finance guys look at prior bear markets and clues on when the current market may start to move. Things such as the magnitude of the decline, the duration, and the time it takes for the market to recover can help one make better investment decisions.
The post Relatable Finance Podcast Episode 106 – Comparing the Current Bear Market with those in the Past and looking for clues on when the Market Could Turn appeared first on Provenance Wealth Advisors.
In this episode the Relatable Finance guys discuss the fixed income markets and how the recent jump in interest rates have affected performance. They also go into how this is different than the past 40 years and the key factors that affect fixed income returns.
The post Relatable Finance Podcast Episode 105 – Interest Rates Effect on the Forgotten Asset Class: Fixed Income appeared first on Provenance Wealth Advisors.
The Relatable Finance guys talk about the rising prices in the real estate market and how the added cost of recent interest rate increases affects your ability to purchase a home. They also discuss some less obvious housing costs along with some benefits of having a mortgage.
The post Relatable Finance Podcast Episode 104 – How Changes in the Real Estate Market Affects Potential Buyers appeared first on Provenance Wealth Advisors.
Markets have been volatile in recent weeks for a variety of reasons. In this episode, the Relatable Finance guys dig into the causes behind the current market volatility, and what may be in store going forward.
The post Relatable Finance Podcast Episode 103 – Drivers Behind Current Market Volatility appeared first on Provenance Wealth Advisors.
When it comes to inflation there are various factors to consider. In this episode, the Relatable Finance guys talk with economics professor Dr. Jeff Ankrom who shares his views on various aspects to consider, and how the Federal Reserve factors into all of this.
The post Relatable Finance Podcast Episode 102 – Discussing Inflation with an Economics Professor appeared first on Provenance Wealth Advisors.
When it comes to inflation there are various factors to consider. In this episode, the Relatable Finance guys talk with economics professor Dr. Jeff Ankrom who shares his views on various aspects to consider, and how the Federal Reserve factors into all of this.
The post Relatable Finance Podcast Episode 102 – Discussing Inflation with an Economics Professor appeared first on Provenance Wealth Advisors.
With a broad number of uncertainties, the Relatable Finance guys looks for clues on what could lie ahead, and how the current environment could shape the upcoming mid-term elections/policy moving forward.
The post Relatable Finance Podcast Episode 101 – Current Uncertainties and Potential Implications for the Mid-Term Elections appeared first on Provenance Wealth Advisors.
The Relatable Finance guys look back at their first 99 episodes, discuss some highlights and some key takeaways for all Relatable Finance listeners.
The post Relatable Finance Podcast – Our 100th Episode! Main takeaways from 99 episodes appeared first on Provenance Wealth Advisors.
In this episode, the relatable finance guys discuss market volatility and why time frames play a major role in what might be the proper allocation for you investment funds. They look into three general time frames, over 20 years, 3-5 years and less than 3 years.
The post Relatable Finance Podcast Episode 99 – Time Frames Matter appeared first on Provenance Wealth Advisors.
In this episode, the relatable finance guys discuss what the media means when they say rising interest rates and how this affects investors, borrowers and basically everyone. We also dive into how this has recently affected certain areas of the stock market.
The post Relatable Finance Podcast Episode 98 – What is all this talk about rising interest rates? appeared first on Provenance Wealth Advisors.
This episode discusses some of the recent market volatility to start the year, and a recent market commentary letter from influential investor Jeremy Grantham.
The post Relatable Finance Podcast Episode 97 – Recent Market Volatility and Comments from Jeremy Grantham appeared first on Provenance Wealth Advisors.
In this episode, we discuss some background on a long history of tensions between the two countries and some commentary on market and economic implications.
The post Relatable Finance Podcast Episode 96 – Ukraine, Russia and the Impact on Financial Markets appeared first on Provenance Wealth Advisors.
In this episode, we discuss the various elements to the return you receive on investments including income, taxation and some of the different types of accounts you can invest through.
The post Relatable Finance Podcast Episode 95 – How Investments Translate Money In Your Pocket appeared first on Provenance Wealth Advisors.
In this episode, the relatable finance guys discuss financial fraud, particularly the Madoff Ponzi scheme, and the regulations in place to protect investors from future fraud. This includes discussion on the SEC, FINRA and steps to take to keep your money safe.
The post Relatable Finance Podcast Episode 94 – How Safe is Your Money? appeared first on Provenance Wealth Advisors.
In this episode, the relatable finance guys assess the current strength of the economy, the outlook for the coming year and how these could impact investable asset returns.
The post Relatable Finance Podcast Episode 93 – Gauging the Economy and Market Outlook appeared first on Provenance Wealth Advisors.
In this episode the relatable finance guys interview Will Beckham from NEA Insurance and discuss the various types of insurance available to individuals and families.
The post Relatable Finance Podcast Episode 92 – All Things Insurance appeared first on Provenance Wealth Advisors.
In this episode the relatable finance guys interview Olga Ismail and Jessica Pendergraft about the unique needs of women and how they can protect their financial futures.
The post Relatable Finance Podcast Episode 90 – Personal Finance Issues for Women appeared first on Provenance Wealth Advisors.
In this episode, the relatable finance guys share information on Evergrande Fortune Global 500, a large property developer in China that is in a serious cash crunch, and has significant amount of debt and liabilities due within the next year. Given the size of Evergrande and the amount of debt, some are concerned that should […]
The post Relatable Finance Podcast Episode 89 – Is Evergrande the Next Lehman? appeared first on Provenance Wealth Advisors.
In this episode, the relatable finance guys discuss the old saying “cash is king” in the context of a world of cryptocurrencies, historically low interest rates and global monetary easing. Securities-Based Line of Credit provided by Raymond James Bank.
The post Relatable Finance Podcast Episode 88 – Is Cash Really King? appeared first on Provenance Wealth Advisors.
In this episode, the relatable finance guys explain which tools are helpful for assessing the economy.
The post Relatable Finance Podcast Episode 87 – Assessing the Economy appeared first on Provenance Wealth Advisors.
In this episode the relatable finance guys talk to Broward County Vice Mayor Michael Udine about the importance of local government and local economic engines.
The post Relatable Finance Podcast Episode 86- Michael Udine Vice Mayor of Broward County appeared first on Provenance Wealth Advisors.
In this episode the relatable finance guys share information about the various categories of stocks and indices.
The post Relatable Finance Podcast Episode 85 – Stock Sectors And Styles appeared first on Provenance Wealth Advisors.
In this episode the relatable finance guys talk to an executive with Miami’s Downtown Development Agency to learn about incentives for relocating businesses.
The post Relatable Finance Podcast Episode 84 – The Miami DDA appeared first on Provenance Wealth Advisors.
In this episode the relatable finance guys talk about taxes and what might be changing.
The post Relatable Finance Podcast Episode 83 – Taxes and What Might Be Changing appeared first on Provenance Wealth Advisors.
In this episode the relatable finance guys discuss ideas to consider when saving for college expenses. As with other investments, there are generally fees and expenses associated with participation in a 529 plan. There is also a risk that these plans may lose money or not perform well enough to cover education costs […]
The post Relatable Finance Podcast Episode 82 – Planning for Paying For College appeared first on Provenance Wealth Advisors.
In this episode the relatable finance guys break down the causes and impacts of inflation.
The post Relatable Finance Podcast Episode 81 – What is Inflation? appeared first on Provenance Wealth Advisors.
In this episode the relatable finance guys introduce recent innovations in finance and how they impact investing opportunities.
The post Relatable Finance Podcast Episode 80 – Innovations in Finance appeared first on Provenance Wealth Advisors.
In this episode the relatable finance guys discuss the impact of small and consistent activity on your investment strategies.
The post Relatable Finance Podcast Episode 79 – The Value of Small and Consistent Activity appeared first on Provenance Wealth Advisors.
In this episode the relatable finance guys explain crypto storage and safety and why it can be helpful in a portfolio. Source: https://www.barrons.com/articles/bitcoin-could-be-worth-146-000-heres-how-51609865770 The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of […]
The post Relatable Finance Podcast Episode 78 – Cryptocurrency Growth appeared first on Provenance Wealth Advisors.
In this episode the relatable finance guys discuss how bonds are an indicator of the broader markets. To learn more about Provenance Wealth Advisors services click here or contact us at info@provwealth.com
The post Relatable Finance Episode 77- The Relationship Between Bonds and the Market appeared first on Provenance Wealth Advisors.
In this episode the relatable finance guys breakdown everything crypto. Prior to making an investment decision, please consult with your financial advisor about your individual situation. The prominent underlying risk of using bitcoin as a medium of exchange is that it is not authorized or regulated by any central bank. Bitcoin issuers are […]
The post Relatable Finance Podcast 76 – All Things Cryptocurrency appeared first on Provenance Wealth Advisors.
In this episode the relatable finance guys discuss various means of clean energy and how increased adoption could impact the markets. To learn more about Provenance Wealth Advisors services click here or contact us at info@provwealth.com
The post Relatable Finance Podcast Episode 75 – Clean Energy appeared first on Provenance Wealth Advisors.
In this episode the relatable finance guys talk to Austin Herdina, sports book manager, about sports betting. To learn more about Provenance Wealth Advisors services click here or contact us at info@provwealth.com
The post Relatable Finance Podcast Episode 74- Sports Betting, An Expert Explains appeared first on Provenance Wealth Advisors.
In this episode the relatable finance guys share their views on the GameStop and AMC stock runs.
The post Relatable Finance Podcast Episode 73 – GameStop and AMC appeared first on Provenance Wealth Advisors.
In this episode the relatable finance guys talk about adding real estate to a portfolio. To learn more about Provenance Wealth Advisors services click here or contact us at info@provwealth.com
The post Relatable Finance Podcast Episode 72 – Real Estate as an Investment Class appeared first on Provenance Wealth Advisors.
In this episode the relatable finance guys explain what forces lead to a bubble, if we are in one and what could happen next.
The post Relatable Finance Podcast Episode 71- Is the Market in a Bubble? appeared first on Provenance Wealth Advisors.
In this episode the relatable finance guys talk about the costs of starting a family and financial issues parents-to-be need to consider.
The post Relatable Finance Podcast Episode 70- The Financial Implications of Starting a Family appeared first on Provenance Wealth Advisors.
In this episode, the relatable finance guys discuss the financial implications of US and China pulling away from each other.
The post Relatable Finance Podcast Episode 69- Decoupling of US and China appeared first on Provenance Wealth Advisors.
In this episode the relatable finance guys talk about the critical role consumers play in economic growth and sustainability.
The post Relatable Finance Podcast Episode 68 – Why Consumers are so Important to the Economy appeared first on Provenance Wealth Advisors.
In this episode the relatable finance guys talk to Dr. Jennifer Jurado about resilience and climate issues in Broward County.
The post Relatable Finance Podcast Episode 67 – An Interview with Broward’s Community Resilience Leader appeared first on Provenance Wealth Advisors.
In this episode the relatable finance guys talk about initial public offerings and special purpose acquisition companies and how they should factor into investment plans.
The post Relatable Finance Podcast Episode 66 – IP0s and SPACs appeared first on Provenance Wealth Advisors.
In this episode the relatable finance guys discuss infrastructure, what’s included in this investing class and how it impacts the economy. Investing in commodities is generally considered speculative because of the significant potential for investment loss. Their markets are likely to be volatile and there may be sharp price fluctuations, even during periods […]
The post Relatable Finance Podcast Episode 65 – Infrastructure and the Economy appeared first on Provenance Wealth Advisors.
In this episode the relatable finance guys talk with Provenance Wealth Advisors’ CEO Eric Zeitlin about what the impact of the presidential election on estate plans.
The post Relatable Finance Podcast Episode 64 – PWA’s CEO Discusses The Impact of The Election appeared first on Provenance Wealth Advisors.
In this episode the relatable finance guys talk about lessons learned from COVID and when things might return to “normal.”
The post Relatable Finance Podcast Episode 63 – What Have We Learned Since COVID Started appeared first on Provenance Wealth Advisors.
In this episode the relatable finance guys explain commodity investing and how it’s been impacted by the global pandemic.
The post Relatable Finance Podcast Episode 62 – How Commodity Investing has been Impacted by COVID appeared first on Provenance Wealth Advisors.
In this episode the relatable finance guys discuss traditional asset allocation and how it’s been impacted by the volatile markets of 2020.
The post Relatable Finance Podcast Episode 61 – Is This The End of the 60/40 Portfolio? appeared first on Provenance Wealth Advisors.
In this episode the relatable finance guys talk to Kris Rato, head of operations at Jackson Hospital, and learn how the institution is dealing with the effects of COVID on our community.
The post Relatable Finance Podcast Episode 60- How COVID is Impacting a Public Hospital appeared first on Provenance Wealth Advisors.
In this episode the relatable finance guys discuss the role of valuations in determining stock prices.
The post Relatable Finance Podcast Episode 59 – The Role of Valuations appeared first on Provenance Wealth Advisors.
In this episode, the relatable finance guys talk to Ben Sorensen about how the economic crisis is impacting local governments.
The post Relatable Finance Podcast Episode 58 – An Interview with Ben Sorensen appeared first on Provenance Wealth Advisors.
In this episode the relatable finance guys explain the different sectors of the stock market and what to consider when making investing decisions.
The post Relatable Finance Podcast Episode 57 – Which Stock Sectors Are Thriving in COVID? appeared first on Provenance Wealth Advisors.
In this episode the relatable finance guys interview Diana Londono about economic development efforts by The Beacon Council.
The post Relatable Finance Podcast Episode 56 – How The Beacon Council Contributes to Economic Development in Miami-Dade appeared first on Provenance Wealth Advisors.
In this episode the relatable finance guys explain modern monetary theory and how it applies in these volatile economic times.
The post Relatable Finance Podcast Episode 55 – Modern Monetary Theory appeared first on Provenance Wealth Advisors.
In this episode Joseph Karl talks with Stacy Ritter, president and CEO of the Greater Ft. Lauderdale Chamber of Commerce, about the impact of travel restrictions on this important part of the South Florida economy.
The post Relatable Finance Podcast Episode 54 – An Interview with the CEO of the Ft. Lauderdale CVB appeared first on Provenance Wealth Advisors.
in this episode the relatable finance guys will discuss the historical impact of election years on the economy and markets.
The post Relatable Finance Podcast Episode 53 – The Impact of an Election Year on the Economy appeared first on Provenance Wealth Advisors.
In this episode the relatable finance guys discuss how finding a COVID vaccine will impact the economy.
The post Relatable Finance Podcast Episode 52 – Vaccines and How They Help the Economy appeared first on Provenance Wealth Advisors.
In this episode, Shane Phillips interviews Jonny Quintana, a long-time real estate broker who sheds light on how the economic crisis is impacting the industry.
The post Relatable Finance Podcast Episode 51 – How is the COVID Crisis Impacting Real Estate? An Interview with a Market Insider appeared first on Provenance Wealth Advisors.
In this episode the relatable finance guys share thoughts on paying for the CARES Act and stimulus packages.
The post Relatable Finance Podcast Episode 50 – How Will We Pay for the COVID Stimulus Packages? appeared first on Provenance Wealth Advisors.
In this episode, the relatable finance guys talk to Craig Bond, an Iberia banker who shares what he is seeing about the impact of COVID on small businesses.
The post Relatable Finance Podcast Episode 49 – A Business Banker Shares How the COVID Crisis is Impacting Small Businesses appeared first on Provenance Wealth Advisors.
In this episode the relatable finance guys share their thoughts on why the stock market is nothing to fear.
The post Relatable Finance Podcast Episode 48- Don’t Be Scared of the Stock Market appeared first on Provenance Wealth Advisors.
In this episode, Joseph Karl talks to Aaron Abramoff, CFO of The Restaurant People, about how the economic crisis caused by COVID is impacting the company.
The post Relatable Finance Podcast Episode 47- How The Economic Crisis is Impacting a Restaurant Company appeared first on Provenance Wealth Advisors.
In this episode the relatable finance guys explain the “shapes” of economic recoveries and their their thoughts on the current situation.
The post Relatable Finance Podcast Episode 46 – What will the Shape of the Recovery Look Like? appeared first on Provenance Wealth Advisors.
In this episode, the relatable finance guys discuss investing strategies and share their thoughts on volatile markets.
The post Relatable Finance Podcast Episode 45 – What Type of Strategy Should Investors Use in Volatile Markets? appeared first on Provenance Wealth Advisors.
In this episode the relatable finance guys debate the question – should we have seen this bear market coming?
The post Relatable Finance Podcast Episode 44 – Should We Have Seen The Bear Market Coming? appeared first on Provenance Wealth Advisors.