Sage Planning Solutions

Jan 21 2025 19 ep. 42 mins 42
Sage Planning Solutions Podcast artwork

Welcome to Sage Planning Solutions your go-to podcast for demystifying the complex world of financial markets, investing, and risk management. Join us as we embark on a journey to unravel the mysteries of financial planning. In each episode, our hosts will walk you through the intricacies of investing and share practical tips on risk management. Securities & Advisory Services offered through Cadaret, Grant & Co, Inc., member FINRA/SIPC. Sage Planning Solutions and Cadaret Grant & Co., Inc. are separate entities.

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Bob Stein - 2025 Outlook: Elections, Economy, and Global Risks.

Jan 21 2025 36 mins  
In this episode with Bob Stein, recorded in December 2024, we analyze the latest election results and their implications for policy shifts that could significantly impact economic growth and equity markets. We explore key legislative changes and their potential to shape the business landscape. Additionally, we unpack the top geopolitical risks dominating 2025, including tensions an

Estate Essentials: Clearing the Confusion with Julie Ann Soward, ESQ. & LL.M – TAX

Jan 13 2025 40 mins  
In this episode, we welcome special guest Julie Ann Soward, a seasoned estate law and tax expert. Together, we dive into the critical yet often misunderstood world of estate planning. From uncovering common pitfalls to debunking misconceptions about probate and estates, this conversation is packed with valuable insights and practical advice. Whether you're just beginning to think a

Market Moves: A conversation with Portfolio Manager David Cox

Jan 03 2025 58 mins  
Podcast Description for Spotify: Join us for an insightful discussion with Portfolio Manager David Cox - CMT, CFA.“David Cox – CMT, CFA, Portfolio Manager at Financially INsync at Raymond James Ltd in Canada. David is also licensed in the U.S. by FINRA”. We explore the dynamic world of financial markets. In this episode, we delve into the intricate interrelationships between

Beyond Bull Markets and Recession Rumors: A Deep Dive into Today's Market Trends with Dr. Mike.

Oct 30 2024 59 mins  
In this much-anticipated conversation with Dr. Mike, we talk about pressing market concerns impacting clients and investors alike. From the ongoing strength of the current bull market and potential recession worries to rising credit card debt and inflation trends, Dr. Mike shares his insights on today's most significant economic topics.

The Reverse Carry Trade with Michael Gayed.

Sep 18 2024 37 mins  
In this episode, we have Michael Gayed creator of the Lead-Lag Report and Portfolio Manager. We discuss the reverse carry trade, and its implications on global equity markets, elections, interest rates, oil, the dollar, and the economic outlook.

Navigating Market Challenges with James Abate: Election Impact, De-Dollarization, and the Mag 7 Stocks

Aug 19 2024 58 mins  
in this episode, we interview James Abate, a portfolio manager, about his background and career in finance. James discusses his experience in valuation services and corporate finance, as well as his transition to portfolio management. He also shares his insights on the current market environment and his investment strategy. The conversation covers topics such as capital preservatio

An exciting conversation with Mr. Mark Zinder.

Jul 02 2024 51 mins  
In this special episode, we are thrilled to welcome Mark Zinder, a dynamic speaker and consultant known for his electrifying, rapid-fire presentations. Mark's journey from managing comedy clubs and performing magic in New York to becoming a national spokesman for the Templeton Group, led by legendary money manager Sir John Templeton, is nothing short of inspiring. Join us as we

Conversation with Deputy Chief Economist Bob Stein.

Jun 20 2024 35 mins  
Welcome to "Sage Planning Solutions Podcast” Join us as we dive into the intricate world of economic policy and financial markets with our expert host, who brings a wealth of experience from seven years on Capitol Hill. Having worked for the Joint Economic Committee, Senate Banking Committee, and as Chief Economist for the Senate Budget Committee, our host offers a unique pe

Digital Estate Planning

May 29 2024 59 mins  
Welcome to Sage Planning Solutions Podcast. Join our hosts and Alessandro Chesser, CEO of GetDynasty, as we explore a wide range of topics, including wills, trusts, probate, tax strategies, asset protection, and more. Tune in and take the first step towards peace of mind, knowing that your future, and the future of those you care about, is headed in the right direction; subscribe

Boomerang Kids

May 12 2024 26 mins  
In this episode of Sage Planning Solutions, we discuss "Boomerang Kids". Young adults who leave home for college or work only to return home in the future.