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20 03, 2025

Episode 21: Market Trends in Logistics and E-commerce

By |2025-03-20T11:44:52-04:00March 20th, 2025|Podcasts, Video|

This conversation provides a comprehensive update on market performance in 2024, discussing key economic factors, risk assessments, and investment strategies. The speakers analyze market valuations, speculation trends, insider trading behaviors, and the implications of inflation on future investments, particularly in gold and silver. They emphasize the importance of stock selection amidst a growing trend towards passive investing and highlight the potential challenges posed by global conflicts and economic uncertainties.

6 03, 2025

Episode 20: The Role of Trusts in Estate Planning

By |2025-03-06T11:38:49-05:00March 6th, 2025|Podcasts, Video|

This conversation provides a comprehensive update on market performance in 2024, discussing key economic factors, risk assessments, and investment strategies. The speakers analyze market valuations, speculation trends, insider trading behaviors, and the implications of inflation on future investments, particularly in gold and silver. They emphasize the importance of stock selection amidst a growing trend towards passive investing and highlight the potential challenges posed by global conflicts and economic uncertainties.

24 02, 2025

How to Build a Strong Referral Network

By |2025-02-24T14:31:31-05:00February 24th, 2025|Blog|

Referrals have long been a cornerstone of growth for financial professionals. Unlike cold leads or digital advertising, referrals come with built-in trust, leading to higher-quality prospects, shorter sales cycles, and stronger client relationships. Source: Kitces Report: How Financial Planners Actually Market Their Services (2024) Yet, many struggle with how to ask for [...]

6 02, 2025

Episode 18: Investing in the Exponential Age of Digital Assets

By |2025-02-06T11:46:15-05:00February 6th, 2025|Podcasts, Video|

This conversation provides a comprehensive update on market performance in 2024, discussing key economic factors, risk assessments, and investment strategies. The speakers analyze market valuations, speculation trends, insider trading behaviors, and the implications of inflation on future investments, particularly in gold and silver. They emphasize the importance of stock selection amidst a growing trend towards passive investing and highlight the potential challenges posed by global conflicts and economic uncertainties.

23 01, 2025

Episode 17: Market Timing, Risk Factors and Looking Forward

By |2025-01-23T10:38:50-05:00January 23rd, 2025|Podcasts, Video|

This conversation provides a comprehensive update on market performance in 2024, discussing key economic factors, risk assessments, and investment strategies. The speakers analyze market valuations, speculation trends, insider trading behaviors, and the implications of inflation on future investments, particularly in gold and silver. They emphasize the importance of stock selection amidst a growing trend towards passive investing and highlight the potential challenges posed by global conflicts and economic uncertainties.

13 01, 2025

How Maximize Your Marketing Efforts for Better ROI

By |2025-01-13T15:42:38-05:00January 13th, 2025|Blog|

The financial planning and wealth management industry is competitive, and marketing is a crucial part of standing out and growing your practice. With countless strategies and tools available, how do you ensure your efforts drive results? The key isn’t in flashy digital tactics but in the foundational work every business must master — [...]

26 12, 2024

Episode 15: Music Royalty Investment Strategies | with Michael Baker

By |2025-01-07T10:20:44-05:00December 26th, 2024|Podcasts, Video|

In this conversation, Joe Pochodyniak and Michael Baker discuss the innovative landscape of music royalties and the investment strategies employed by ICM Asset Management. They explore the business model of acquiring music catalogs, the longevity and stability of music assets, the evolution of music rights management, and the emerging [...]

12 12, 2024

Episode 14: Brain Un-Drain | With Bruce Croxon

By |2024-12-12T09:40:11-05:00December 12th, 2024|Podcasts, Video|

In this conversation, Joe Pochodyniak interviews Bruce Croxon, managing partner of Round 13 Capital, discussing the current landscape of Canadian technology investments, the focus on software as a service, and the challenges and opportunities within the market. They explore the importance of government policies in fostering innovation and the need for a [...]

28 11, 2024

Episode 13: Navigating Inflation, Leadership, and Global Risks | With Dr. Horace “Woody” Brock

By |2024-12-18T10:06:42-05:00November 28th, 2024|Podcasts, Video|

  In this conversation, Woody Brock discusses the complexities of inflation, the role of the Federal Reserve, and the impact of technology on economic trends. He emphasizes that inflation is primarily driven by changes in the prices of goods and services on Main Street, rather than monetary policy alone. Brock also explores [...]

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