Podcasts

In this month’s Market Insights Broadcast, Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®, Chief Executive Officer, and Chris Arends, CFA®, CMT®, CAIA®, Chief Investment Officer, are joined by Dr. Patrick Newman, Assistant Teaching Professor of Economics at the University of Tampa and Murray N. Rothbard Research Fellow at the Ludwig von Mises Institute, for a special edition on the forecast we get asked about more than any other: the call for a Great Depression in the 2030s. Dr. Newman explains why he considers a 1930s-style deflationary collapse extremely unlikely today, walks through the true money supply chart, and lays out the two scenarios he believes are far more probable — inflationary stagnation on one side, AI-driven growth deflation on the other. The conversation closes on what preparation actually looks like when the future is genuinely uncertain. Key Topics Include: Why the 1930s Great Depression was structurally unique The true money supply and what 100 years of data shows How leaving the gold standard changed what the Federal Reserve can do Federal deposit insurance and the modern bank-run picture Inflationary stagnation vs. growth deflation: two scenarios for the 2030s Treasury liquidity backstops, debt service, and pressure to keep rates low Whether AI productivity gains are showing up in the macro data Preparing instead of predicting

📖 Get The Listening Advisor by John Gatewood: geni.us/thelisteningadvisor In this month’s episode of Beyond the Advisor, Nina Breen, CFP®, RICP®, CPWA®, Senior Wealth Planner, sits down with John Gatewood, CFP®, CLU®, Founder and Director of Advisor Development, to talk about his new book, The Listening Advisor, and why the skill that determines whether a client relationship works has almost nothing to do with financial knowledge. John spent 45 years in the business and wrote the book to solve a problem he sees across the industry, and one he owns internally as Director of Advisor Development: advisors are trained on what to know, not on how to communicate. He and Nina walk through what listening actually looks like in a client meeting, why emotions rather than information drive financial decisions, and how Gatewood’s Firm-to-Family® team structure is built around the way real families make choices about money. Key Topics Include: Why the industry has a training gap, not a knowledge gap Emotions drive financial decisions — and why information alone doesn’t move people The unasked question and how it pulls a client out of the conversation What AI can and can’t replace in an advisor relationship How the firm-to-family client care team is structured across generations Advice for advisors early in their careers

In this month’s Market Insights Broadcast, Daniel Goeddel, MBA, Partner, and Chris Arends, CFA®, CMT®, CAIA®, Chief Investment Officer, break down a market that ended the month almost exactly where it started — and everything that happened in between. A $35 billion hedge fund collapse, over a million margin calls in Korea, a Fed that is running out of room before the midterms, and an earnings season that quietly broadened out across all eleven sectors. Key Topics Include: What a “typical summer sell-off” actually looks like from the inside How four-times leverage turns a 25% drawdown into a total loss The Fed’s path into year-end and why the long end matters more than the short end Treasury buybacks, the 5% threshold, and $40 trillion in national debt Earnings beat rates, sector participation, and S&P 500 concentration Why only a small fraction of large cap managers beat the index The bull and bear case on AI infrastructure spending Circular financing and why AI is showing up inside infrastructure funds

In this month’s episode of Beyond the Advisor, Nina Breen, CFP®, RICP®, CPWA®, Senior Wealth Planner, and Micah Alsobrook, CPFA®, MBA, Retirement Plan Advisor, walk through a hypothetical case study of two 50/50 business owners who switched their LLC to an S corp — and the retirement plan consequences that decision created. Micah breaks down how the payroll tax savings work, why a lower W-2 salary can quietly reduce what an owner is allowed to contribute to a SEP IRA, and how a 401(k) can change the math entirely. Nina and Micah run the numbers side by side across three scenarios, then cover the admin costs, cash flow requirements, and S corp restrictions that belong in the conversation before anyone makes the move. Key Topics Include: How S corp structure creates payroll tax savings versus an LLC or partnership Why a lower reasonable W-2 salary can reduce SEP IRA contribution capacity SEP IRA versus solo 401(k) versus traditional 401(k) — limits, deferrals, and flexibility Setting a reasonable salary that balances tax savings with retirement savings The admin side: payroll vendors, filings, record keepers, TPAs, and advisor costs Running a side-by-side analysis before making a structural change Hypothetical case study: three scenarios compared When an S corp does not make sense — windfall years and unstable cash flow S corp restrictions: shareholder limits, one class of stock, and pro-rata distributions Why the decision requires a team: financial advisor, CPA, and attorney