Podcasts

Wealth is personal — and so is the guidance you need. Hear from Gatewood’s advisors on the decisions, milestones, and moments that shape your financial future.

Beyond the Advisor Podcast

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Besides a financial advisor, who else should be on your wealth-building team? At Gatewood, we explore how different areas of expertise come together to strengthen your financial plan. In this series, our team answers key financial questions and shows how professionals work together to support your goals. We believe in our Firm-to-Family® approach—delivering holistic solutions so you don't have to be the specialist, just have the right specialists by your side.

The Market Insights Broadcast

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We launched the Market Insights webinars in 2020 to help our clients navigate the ever-changing market conditions during the pandemic. Since then, these broadcasts have become an essential resource for our community, providing clear and insightful updates on market trends and economic developments.

Listen to Our Latest Episodes

Featured Episode

Jul 17, 2026 39:45

Peak Inflation, 85% Bull Run, and Why We're Building Cash Now

In this month’s Market Insights Broadcast, we make our new cohost Daniel Goeddel, MBA official. Alongside Chris Arends, CFA®, CMT®, CAIA®, they dive into the biggest market stories of the month — including a major inflation beat and what it means for the Fed, why the S&P 500 is up 85% since the AI era began, how Trump Accounts could reshape long-term financial planning for families, the new Federal Reserve leadership and what it signals for rates ahead, and a company spotlight on Robinhood — including whether prediction markets are really just gambling.

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Jul 2, 2026 20:20

You Got a Lump Sum of Cash… Should You Invest It All Right Now?

In this month’s episode of Beyond the Advisor, Nina Breen, CFP®, RICP®, CPWA®, Senior Wealth Planner, and Micah Alsobrook, CPFA®, MBA, Retirement Plan Consultant, walk through one of the most common — and emotionally loaded — questions in financial planning: when you receive a large sum of money, do you invest it all at once, or spread it out over time?

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Jun 19, 2026 25:21

SpaceX Goes Public: Should You Chase the IPO?

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, continue their fishbowl-style Q&A with a deep dive into the timing, tax strategies, and missed opportunities that quietly shape outcomes for business owners and executives.

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Jun 4, 2026 20:01

Should You Sell Investments to Buy a House… or Borrow Instead?

In this month’s Market Insights Broadcast, Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®, Partner & Chief Executive Officer, and Chris Arends, CFA®, CMT®, CAIA®, Partner & Chief Investment Officer, break down what markets are actually responding to and what investors may be overreacting to.From Federal Reserve rate expectations to GDP forecasts, earnings leadership, and market growth myths, the team walks through why recent volatility has looked more like short-term panic than a fundamental shift. Using historical data and current earnings trends, they explain why growth continues to surprise to the upside and whether betting against U.S. markets (or innovation) works.

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May 22, 2026 20:58

Too Far, Too Fast? The Rally, the K-Economy & the Road to the Midterms

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, break down the market’s sharp rally off the war lows, why this move has been unusually fast and narrow, and what a K-shaped economy, a new Fed chair, and the upcoming midterm elections could mean for investors heading into the back half of the year.

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