Charting The Course

Feb 20 2025 25 ep. 32 mins 2
Charting The Course Podcast artwork

Helping individuals and families grow and manage generational wealth.

  Business
RSS feed Share
Copy RSS


Subscribe on Podcast Addict


Captain's Corner - February 2025

Feb 20 2025 19 mins  
This month, David joins Tyler to look back on 2024 as well as look ahead to the major headlines facing this new year. From the Fed and rates to the potential pro-growth economic policies, we analyze a handful of items affecting investors today. As always, our goal is to remain disciplined in our approach and walk alongside investors as they focus on their values and long-term plans

Squared Away - January 2025

Jan 22 2025 15 mins  
Full Sail Capital is offering an in-depth Market Recap as we wrap up 2024 and look forward to 2025. Join our Chief Investment Officer, Zac Reynolds, and Investment Analyst, Austin Burk, as they discuss the key market trends and share their expert insights on what to expect in the year ahead. Have questions? Let us know! Visit us at www.fullsailcapital.com for more information about

The Full Sail Staff Episode

Dec 23 2024 49 mins  
Merry Christmas and happy holidays from all of us here at Full Sail. We wish each and every one of you a blessed and joyful season. Thank you for following along here on Charting the Course and we look forward to another great year ahead. If you ever want more information about the who, what or why, be sure to visit www.fullsailcapital.com

A conversation with Dr. Daniel Crosby

Nov 20 2024 54 mins  
Today, we are joined by clinical psychologist and behavioral finance expert, Dr. Daniel Crosby. His latest book, The Soul of Wealth, is the focus of our discussion as we look at a handful of topics included in his reflections on money and meaning. Joining Tyler in studio is Zac Reynolds, Jordan Dean, and Candace Guy. If you would like a copy of his book, please let us know! The

Squared Away - 2024 3rd Quarter Review

Oct 17 2024 31 mins  
Today, we bring you our third quarter squared away conversation with Zac, Austin and Tyler. From the market highs and Fed rate cuts to the upcoming election, there was once again a lot of noise in the news and in the markets. Our goal is to always remind investors to stay the course and focus on the variables you CAN control. If you have any questions or would like a copy of our re

Navigating the terms, acronyms, and behaviors in the investing world

Sep 18 2024 25 mins  
School is back in session, football has returned and Fall is in the air. So, we felt this week was the perfect time to have a brief educational and light-hearted conversation centered around the investing industry in general. Tyler is joined by two of our advisors, Kyle Ray and Jordan Dean, as they breakdown common terms, highlight next-gen acronyms, and end with some great behavio

Captain's Corner with David Stanley and George Cohlmia

Aug 28 2024 28 mins  
It is great to be joined by David Stanley and George Cohlmia. As two seasoned veterans in the finance industry, they have the discernment and wisdom it requires to be a successful investor. Our hope is to encourage all of you to really focus on what matters the most and stay disciplined to your strategy and long-term plans.

Squared Away - 2024 Mid-Year Review

Jul 24 2024 31 mins  
As we hit the mid-point of the year, we are back for another squared away conversation with Zac, Austin and Tyler. From interest rates and market concentration to presidents and economy, we do our best to cover what we feel is most impactful to you the investor. If you have any questions, or would like a copy of our recent client market update, just let us know! WSJ Article by J

Summer Financial Wellness Check

Jun 20 2024 34 mins  
From cash hoarding to drowning in debt, there are many pitfalls and mistakes that any person can face when it comes to money. Today, we sit down with Stacy Murray and Kyle Ray to discuss ten of the more common finance mishaps that can lead to poor financial health. Let us know how we can help you!

Anchored - A Conversation with Andy Burnett

May 22 2024 39 mins  
We are thrilled to be joined by Andy Burnett, owner of Burnett Equity, as he sits down with us to discuss all-things real estate development. Alongside Tyler in studio, Scott Cravens is back with us to lead this fascinating discussion. We hope you enjoy!