Wealth Management - Financial Growth And Money Tips With Hunter Lowry: Recent Episodes
Hunter Lowry
The wealth accelerator podcast is all about bringing you a fresh new perspective on wealth management topics. Hunter Lowry, a financial advisor in northern California, walks you through different strategies that you can employ to take control of your finances. His unique western background and lifestyle brings a different approach to old school financial topics. Securities and investment advisory services offered through NEXT Financial Group, Inc. Member FINRA/SIPC. Sierra Ridge Wealth Management is not an affiliate of NEXT Financial Group, Inc
Had an amazing experience fixing up an old family cabin at the ranch. So many parallels to draw with your finances!
Did you know an after tax account is not the same as a Roth? Seems miniscule but it is important to know when initiating rollovers!
It is really important to make sure you have a good understanding of the relationship you are getting into. Here are some questions to have in your pocket when looking for a new advisor!
There are always spots we can cut down on our expenses. Especially with the subscription world we live in, there are a lot of ways to help save money!
Some days nothing seems to work. For some people, even the tough times never slow them down!
Believe it or not, your retirement distribution strategy could be hindered by the specific year you retire. We don’t want to leave it up to chance. Here is how to mitigate sequence of return risk!
Make your money work for you! Check this out to learn my not so secret formula for being a successful investor.
Maria is an expert when it comes to the behavioral side of money and has an extremely unique perspective to many financial planning topics!
SVB is crashing down in front of us and it is bringing up a lot of questions. Should we be worried about the banking system? What does this do for the market and what should we expect from the Fed moving forward?
There is an order to follow that will help you be the most successful in building wealth. We can’t skip over this first step!
It feels like the increasing rates are never going away. How can you respond in your portfolio to take advantage of this market action?
I was reminded today of one of the reasons that people get thrown off from their financial goals. We want to fit in!
The best time to start planning for your future was yesterday. The next best time is today!
Secure Act 2.0 brought some major changes to the college planning landscape! This could have a major impact on what account makes most sense for you.
Having a large nest egg for retirement is great! As long as you know how to withdraw from it.
When working with clients and prospects there are 2 main themes that I find are common occurrences taking them away from building wealth.
With both bonds and stocks being down together in 2022, should you change your diversification approach?
It is so important to invest in a way where we have protected assets. Check out the math behind what can really happen in a down market.
It is so important to invest in a way where we have protected assets as well. Check out the math behind what can really happen in a down market.
You might not believe it is possible to safely lose money. Realistically, it happens more than you think!
Non retirement accounts vs. Roth IRAs are always a hot topic of discussion. How do each fit into your financial game plan?
To win with your finances you have to plant the seeds and be patient. Then you can enjoy the harvest!
I took a dive back in time to see how often the market was up on multiple different time frames. The results may be helpful to keep you invested for the long run!
It is easy as humans to fear losing more then we enjoy winning. Here is how we can combat that emotion and handle this volatile market!
A year goes by quickly. We can either plant the seeds today that we need for our growth or wait until next year and wish we did!
My first hole in one came in the least expected way. A golf round can change quickly, just like the market!
It is easy to think that bad things only happen to other people. These close fires are a reminder to make sure the important things are taken care of!
Back into the TicTok videos! Supposedly there is a big secret that financial advisors do not want you to know….
There is A LOT of financial advice on the internet. Unfortunately not all of it should be taken seriously!
There is a reason some people become more fulfilled financially. I hear different stories every day and here is what I have found is the recipe for success.
Every part of your financial plan has a role. Once you know them it is easy, just let them play!
April 18th, the tax deadline. Here are some tips for tax strategies within your investments! Or a cure to insomnia, either way!
University of Arizona is in the thick of March Madness. How can you set your lineup to make it past the Sweet 16?
Fishing and market patience. There is always a metaphor that relates back to investing!
It is so easy to get caught up in the daily market movement. Stick with your financial plan!
Imagine riding the tower of terror where there was a hole in the floor… Is that what this market is like?
The red sea is here! Why are the markets tanking and what should we expect going forward?
With 2022 now underway the million dollar question pops up. What is the market going to do this year!?
Tune in to get some tips on how to best maximize your 401k looking from both the employee and employer perspective.
High expectations usually lead to high excitement or high disappointment. It is the same for the stock market!
The sharp corner on my road has created a bias in my driving decisions. How many past experiences have shaped the way you make investment decisions?
Fear and greed are the two things that drive our investing decisions. Don’t let one or the other take over!
Fed Tapering? What is it, why is it happening, and what is the potential market consequence?
With the red hot housing market, a lot of money is in motion. Make sure you handle these funds appropriately!
What happens if we don’t see the debt ceiling rise? Could we face the first default in the history of the US?
Today we saw a change in interest rates and a big market decline. What is the correlation between these two things?
Why shouldn’t I take on debt at a low interest rate and invest the money to cover the interest payment?
Can the S&P 500 really hit 5,000 by the end of the year? Or are we going to see a correction?
Having a successful financial life does not require a secret formula. Just focus on the next shot in front of you.
Check out this episode to learn about all the ways I can help you reach your financial goals.
Everyone wants upside potential with no risk. Here is how to decide the amount of risk you are willing to take on.
Volatile days makes people question their plan. Don’t follow headlines or make quick decisions!
Be careful to not put the carriage before the horse. You have to take care of yourself first!
There are two main factors I am watching currently. Make sure you are paying attention and have a game plan!
The coveted $1,000,000 is not as hard to get as we all think. As long as you have a game plan behind it.
What is your investment strategy with your portfolio? Do you chase the shiny objects or invest for long term growth?
The crypto trend is here to stay! However, it is a must that you understand how your crytpo accounts are taxed.
There are 3 major reasons why I believe holding too much cash is a bad thing for your financial future. In other words, no cash is not king!
What are the odds of getting hit by lightning? Less than the odds of getting a blood clot from the J & J vaccine. You still have to prepare for this news to move the markets!
There are 5 main questions to consider in order to determine if you are utilizing your 401K to its full potential. Can you answer all 5?
Is term insurance the only game in town? How does permanent insurance work and does it ever make sense for me? Tune in to find out!
Here is some information about how the backdoor Roth IRA strategy works and some insight into if it is the right move for you.
What is the difference between a traditional and Roth IRA? Some background before we dive into the backdoor Roth conversion.
Do you have a good grasp on which funds are going to be used for each goal? If not, check out what the consequences could be for not utilizing your account correctly.
Most people would think its a great sign if all of their investments are green. I would beg to differ!
All investors want safe assets that still provide good returns. Which investments are the right tools to utilize for this goal?
The GameStop, AMC and Reddit story is still holding strong. I believe there are some greater lessons that can be learned from this market action.
There are some key steps you must take that are even more important than any investing topic we talk about. Please make sure you have these things covered.
What in the world is going on with GameStop, AMC and others? How does this even happen and what are the market implications?
What are people’s biggest financial regrets? I did some research to find out what people wish they would’ve done with their financial lives!
At what point should I add to my accounts? What is dollar cost averaging? Find out in this episode!
Lately I have been talking a lot about diversification and sector rotation. Here is the inside scoop on how we go about constructing our investment models for all of our clients.
As the Senate race unfolds, what is going to take place for investors if Democrats win? In this episode, I take a historical as well as an analytical approach to help you navigate through these times.
We made it to 2021! What are you going to do this year to make sure you reach all of your goals?
2020 taught us so many lessons. Tune in to hear about the most important lessons I believe 2020 taught us all!
What is the best way to go about picking which college to attend and what avenues can you use to pay for it?
I am extremely excited about the opportunity to get to make some episodes for the 4-H group up here in Northern California. Here are some things I wish I would’ve focused on when I was younger. Enjoy!
Why are the markets on such a rally? Wasn’t the market scared of a Democratic President?
There is a lot of uncertainty around what will happen to the markets after the election. What is your plan to handle the upcoming volatility?
You never know when all of your hard work is finally going to pay off. Don’t let off the gas pedal with any of your goals as we are closing out the year!
A little bit of a horror story about not knowing where your money is set up… Make sure you understand how your money is invested!
Everybody has their own version of what success looks like for them. There is no right or wrong answer but without having a clear idea of what success means for you, you will always have trouble reaching those goals!
In this episode you will learn all about how to identify, target, and reconstruct bad habits for both finances and your personal life!
The final step of our process towards reaching financial freedom is all about retirement planning. However, from a much different perspective than you are expecting…
Part 5 of our series is all about estate planning! Tune in to learn about how to get, and why you need a solid estate plan
On to part 4 of the series. Tune in to find out why insurance protection is such a key aspect of your financial game plan.
Taxes…. Taxes…. Taxes! Learn how to make smart decisions regarding taxes of your investments.
Investment management time! You are going to want to hear the black goat story also… Check it out!
Throughout this mini series, I will take you through the process in which I work with my clients to help them reach personal financial freedom.
How often do you find yourself missing answers because it was just too obvious? Happens to me quite often. Learn how we can we take a step back and find great investment ideas by just keeping things simple!
In part II of my interview with Nick, you will learn about what to look for when picking a CPA firm as well as how he was able to reach his goals of being the President of this firm at such a young age. To reach Nick, send him an email at nick@yolocpas.com
Check out this awesome interview with a great friend and fantastic CPA Nick Waldron. He is the Vice President at Perry Bunch & Johnston CPA’s in Woodland California and has some great insight into how to ensure you will get forgiveness on your PPP Loan. To reach Nick, send him an email at nick@yolocpas.com
Tune in for the second half of my interview with Maria! For your free consultation, go to hunterlowry.com
Maria Casillas is a financial coach and a great friend of mine. Tune in for our awesome conversation about investing and your relationship with money!
It is crazy how much riding horses teaches you lessons about investing! Check out what I am still learning from the puppy.
With our current market conditions, it is very easy to get really high or really low. You can avoid this by following two important rules!
With everything going on with the Coronavirus, how is it even possible that markets are able to rally? Tune in to find out!
No more procrastinating, it is time to take action! We finally took action and got our catch pen finished up this week.
Check out the second half of my interview with Garrett where we cover how we see the market responding to this crazy time!
Many people have asked my opinions about the real estate market lately. So, I brought in a market expert! Check out what Garrett thinks about investment opportunities in real estate during this time.
Oil went into negative territory last week. Does that create buying opportunities for aggressive investors?
Do you get excited when your favorite shoes are on sale? Why are people not excited about the market right now?!
Missed out on the Happy Hour and Market Update last Thursday? Don’t worry! Chris and I hit on all the key talking points in this 2 part recap.
Markets are up over 20% from their lows of March 23rd. How do you go about handling such volatile times and not making emotional, quick decisions?
Not a ton to do on a rainy quarantine day in Auburn. Except catch monster fish! Oh, and you will learn about the new Paycheck Protection Program that will really help small businesses.
Everything happens for a reason. What is the reason for you and how can you use that to help you take advantage of this time?
This past week, we made a trip up to Alturas to grab a few things. Who would’ve thought I would learn so much from the McDonald’s employees along the way?
Many people have been calling me wanting to learn what it takes to get started investing during this time. Here I explain the difference between stocks, ETFs and Mutual Funds so that you can understand how our models function.
Stay positive guys, our greatest days are ahead of us! Hear about some fun things happening around the L-5 Ranch and why I believe we are headed for greatness.
With fear among individuals being at a major peak, how can you manage this within your financial and personal life?
Made it back from my Vegas trip! Here is what I learned and how the podcast will evolve going forward.
Is your portfolio still suffering from Coronavirus panic? Find out more strategies on how you can protect yourself.
Investors are still feeling the wrath of the Coronavirus. Learn how our active investing strategies work and how we utilize them to handle volatility.
The Coronavirus has had a huge impact on the markets. What does this mean for you and your portfolio?
Everybody has some bad habits in their lives. Whether it is in your financial life, relationships or health, bad habits can make it very difficult to reach our goals. How can you get rid of these and propel yourself towards the financial future you want?
Lately I have been forcing myself out of my comfort zone to go door knock on businesses. Check out what the process has taught me!
Could you spend 10 days on a silent retreat? If not, let’s fix those issues you are avoiding!
Do you avoid the market because it is too much like gambling? Check out the major differences between investing and gambling and why you should have your money invested in the stock market.
Check out how a good buddy of mine used the power of compound interest to kickstart his financial life. It doesn’t matter where you come from, you too can reach your financial dreams!
Every January people set their New Year’s resolutions, but few can stick with them. Make sure your financial goals for 2020 are set in order!
The New Year is Almost here! Make sure to check out my list of action items to complete as we head into 2020.
In this episode I cover the entire second half of my recent big Vegas trip. You won’t want to miss out on the advice at the end!
I learned a lot from my young horse in Arizona. He helped remind me of some important financial planning strategies!
We are 10 years into this bull market, the longest in history. How will your portfolio hold up against the big bad wolf?
When investing money it is critical to have a reason and a goal that you are working towards. Do you know what your goals are for your investments?
If you work or own a business in California, you are going to want to hear about this new mandate coming out.
Everyone wants to make big money quick and with little risk. Is this even possible? In this episode I will cover the latest move I made for my clients that made a great return very quickly and how we made it work.
Financial planning is a marathon, not a sprint. When is the best time to update your financial game plan and how can we make it happen? Tune in to find out!
Everyone likes to make money selling property, but nobody likes to deal with capital gains taxes! In this episode I uncover a secret that will teach you how to greatly minimize the tax burden you take on when selling a property or a business.
PG&E turned off our power! Luckily, we had a backup plan. Learn about how you can properly set up your financial emergency kit, and why this is so important.
When talking about financial planning many people just want to look at the numbers but forget one key aspect. The relationship!
Do you currently invest in a 401K plan? Are you receiving help picking investments that are suitable for you and being updated on performance? Many people I work with are not receiving the help that they want. In this episode I will teach you how to take control of your 401K in order to get … Continue reading Did You Know This About Your 401K?
In this episode I answer a question sent in to me from my friend Carlos. He asked me to respond to the following thought. Speaking about rural students, how does their access (or lack thereof) to selective institutions affect their ability to accumulate wealth?
This past weekend I had an opportunity to make $7,000 in a single day! Some people spend this kind of money as quickly as they bring it in, but in this episode I want to cover what actions we should take when we receive large sums of money very quickly.
There are so many financial advisory companies out there, what is the difference between them all? In this episode I will cover the main differences between independent firms and wire houses so that you can make an informed decision when choosing an advisor to work with
I get the question all the time from clients, “Why do I need Insurance”? In this episode I am going to cover why insurance is so important, especially viewing it from an angle that most people overlook.
Are you ready for a fresh and new perspective when it comes to financial planning. Hunter Lowry is a financial advisor but that term is super boring. What Hunter really does well is listen to his clients and create financial portfolios that are exciting and accelerate growth.Enjoy today’s podcast. You’ll learn all about Hunter Lowry … Continue reading Welcome To The Wealth Accelerator Podcast!