Episodes

118
Oct. 5, 2021

The Independent Advisors Episode 118: What Great Rotation?

Show Notes 1. Blog post by Morgan Housel - https://www.collaborativefund.com/blog/numbersandstories/? 2. Blog post by Ben Carlson - https://awealthofcommonsense.com/2021/09/why-u-s-housing-prices-arent-as-crazy-as-you-think/ 3. Another blog post by Ben Carlson - https://awealthofcommonsense.com/2021/08/the-death-of-the-starter-home/? 4. Tweet from Bullish Rippers - https://twitter.com/bullishrippers/status/1444151176690348032?s=11 5. Article written by Roxanne Alexander, CFP - https://...
118
Oct. 5, 2021

The Independent Advisors Episode 118: What Great Rotation?

Show Notes 1. Blog post by Morgan Housel - https://www.collaborativefund.com/blog/numbersandstories/? 2. Blog post by Ben Carlson - https://awealthofcommonsense.com/2021/09/why-u-s-housing-prices-arent-as-crazy-as-you-think/ 3. Another blog post by Ben Carlson - https://awealthofcommonsense.com/2021/08/the-death-of-the-starter-home/? 4. Tweet from Bullish Rippers - https://twitter.com/bullishrippers/status/1444151176690348032?s=11 5. Article written by Roxanne Alexander, CFP - https://...
117
Sept. 30, 2021

The Independent Advisors Episode 117: Today's number is tomorrow's story

1. Blog post by Morgan Housel - https://www.collaborativefund.com/blog/numbersandstories/? 2. Blog post by Ben Carlson - https://awealthofcommonsense.com/2021/09/why-u-s-housing-prices-arent-as-crazy-as-you-think/ 3. Another blog post by Ben Carlson - https://awealthofcommonsense.com/2021/08/the-death-of-the-starter-home/? 4. Article from Roxanne Alexander, CFP - https://www.kiplinger.com/personal-finance/shopping/cars/603366/should-i-buy-or-lease-a-car? Twitter Handles: Jessup Wealth M...
117
Sept. 30, 2021

The Independent Advisors Episode 117: Today's number is tomorrow's story

1. Blog post by Morgan Housel - https://www.collaborativefund.com/blog/numbersandstories/? 2. Blog post by Ben Carlson - https://awealthofcommonsense.com/2021/09/why-u-s-housing-prices-arent-as-crazy-as-you-think/ 3. Another blog post by Ben Carlson - https://awealthofcommonsense.com/2021/08/the-death-of-the-starter-home/? 4. Article from Roxanne Alexander, CFP - https://www.kiplinger.com/personal-finance/shopping/cars/603366/should-i-buy-or-lease-a-car? Twitter Handles: Jessup Wealth M...
117
Sept. 30, 2021

The Independent Advisors Episode 117: Today's number is tomorrow's story

1. Blog post by Morgan Housel - https://www.collaborativefund.com/blog/numbersandstories/? 2. Blog post by Ben Carlson - https://awealthofcommonsense.com/2021/09/why-u-s-housing-prices-arent-as-crazy-as-you-think/ 3. Another blog post by Ben Carlson - https://awealthofcommonsense.com/2021/08/the-death-of-the-starter-home/? 4. Article from Roxanne Alexander, CFP - https://www.kiplinger.com/personal-finance/shopping/cars/603366/should-i-buy-or-lease-a-car? Twitter Handles: Jessup Wealth M...
115
Sept. 15, 2021

The Independent Advisors Episode 115: The 60/40 Portfolio

Show Notes: Michael Rosen, CIO of Angeles Investments and Angeles Wealth - https://www.cnbc.com/2021/09/02/traditional-60/40-portfolio-has-actually-reached-its-expiration-date.html Tweet from Ali Wolf - Chief Economist at Zonda - https://twitter.com/aliwolfecon/status/1433889711186071554?s=11 Tweet from Ryan Detrick - https://twitter.com/RyanDetrick/status/1433043551445786624 Twitter Handles: Jessup Wealth Management (@JessupWealth) Mark McEvily (@MarkMcEvily) Matthew Jessup (@matthewc...
115
Sept. 15, 2021

The Independent Advisors Episode 115: The 60/40 Portfolio

Show Notes: Michael Rosen, CIO of Angeles Investments and Angeles Wealth - https://www.cnbc.com/2021/09/02/traditional-60/40-portfolio-has-actually-reached-its-expiration-date.html Tweet from Ali Wolf - Chief Economist at Zonda - https://twitter.com/aliwolfecon/status/1433889711186071554?s=11 Tweet from Ryan Detrick - https://twitter.com/RyanDetrick/status/1433043551445786624 Twitter Handles: Jessup Wealth Management (@JessupWealth) Mark McEvily (@MarkMcEvily) Matthew Jessup (@matthewc...
115
Sept. 15, 2021

The Independent Advisors Episode 115: The 60/40 Portfolio

Show Notes: Michael Rosen, CIO of Angeles Investments and Angeles Wealth - https://www.cnbc.com/2021/09/02/traditional-60/40-portfolio-has-actually-reached-its-expiration-date.html Tweet from Ali Wolf - Chief Economist at Zonda - https://twitter.com/aliwolfecon/status/1433889711186071554?s=11 Tweet from Ryan Detrick - https://twitter.com/RyanDetrick/status/1433043551445786624 Twitter Handles: Jessup Wealth Management (@JessupWealth) Mark McEvily (@MarkMcEvily) Matthew Jessup (@matthewc...
114
Sept. 8, 2021

The Independent Advisors Podcast Episode 114: Warning of the Week

1. Supply chain update from CNBC - https://www.cnbc.com/2021/09/01/supply-chain-delays-wont-be-easily-fixed-and-trouble-will-continue-into-next-year-commentary.html?&qsearchterm=supply%20chain 2. Tweet by Charlie Bilello - https://twitter.com/charliebilello/status/1431346985135640581?s=11 3. Tweet by Sarah Ponczek - https://twitter.com/sarahponczek/status/1427245203077881867?s=11 4. Article about millennials turning to professionals - https://www.wealthmanagement.com/client-relations/surv...
114
Sept. 8, 2021

The Independent Advisors Podcast Episode 114: Warning of the Week

1. Supply chain update from CNBC - https://www.cnbc.com/2021/09/01/supply-chain-delays-wont-be-easily-fixed-and-trouble-will-continue-into-next-year-commentary.html?&qsearchterm=supply%20chain 2. Tweet by Charlie Bilello - https://twitter.com/charliebilello/status/1431346985135640581?s=11 3. Tweet by Sarah Ponczek - https://twitter.com/sarahponczek/status/1427245203077881867?s=11 4. Article about millennials turning to professionals - https://www.wealthmanagement.com/client-relations/surv...
114
Sept. 8, 2021

The Independent Advisors Podcast Episode 114: Warning of the Week

1. Supply chain update from CNBC - https://www.cnbc.com/2021/09/01/supply-chain-delays-wont-be-easily-fixed-and-trouble-will-continue-into-next-year-commentary.html?&qsearchterm=supply%20chain 2. Tweet by Charlie Bilello - https://twitter.com/charliebilello/status/1431346985135640581?s=11 3. Tweet by Sarah Ponczek - https://twitter.com/sarahponczek/status/1427245203077881867?s=11 4. Article about millennials turning to professionals - https://www.wealthmanagement.com/client-relations/surv...
113
Sept. 2, 2021

The Independent Advisors Podcast Episode 113: The Real Risk of Investing

Show Notes! 1. Tweet from Callie Cox - https://twitter.com/calliea.../status/1431012659525300233... 2. Tweet from Liz Ann Sonders - https://twitter.com/lizanns.../status/1431242512434409475... 3. Tweet from Liz Young - Head of Investment Strategy at Sofi - https://twitter.com/lizyoun.../status/1431319360388407304... 4. Financial Planning Topic of the week - https://money.com/pay-off-student-loans-or-invest/? Twitter Handles: Jessup Wealth Management (@JessupWealth) Mark McEvily (@MarkMcEv...
113
Sept. 2, 2021

The Independent Advisors Podcast Episode 113: The Real Risk of Investing

Show Notes! 1. Tweet from Callie Cox - https://twitter.com/calliea.../status/1431012659525300233... 2. Tweet from Liz Ann Sonders - https://twitter.com/lizanns.../status/1431242512434409475... 3. Tweet from Liz Young - Head of Investment Strategy at Sofi - https://twitter.com/lizyoun.../status/1431319360388407304... 4. Financial Planning Topic of the week - https://money.com/pay-off-student-loans-or-invest/? Twitter Handles: Jessup Wealth Management (@JessupWealth) Mark McEvily (@MarkMcEv...
113
Sept. 2, 2021

The Independent Advisors Podcast Episode 113: The Real Risk of Investing

Show Notes! 1. Tweet from Callie Cox - https://twitter.com/calliea.../status/1431012659525300233... 2. Tweet from Liz Ann Sonders - https://twitter.com/lizanns.../status/1431242512434409475... 3. Tweet from Liz Young - Head of Investment Strategy at Sofi - https://twitter.com/lizyoun.../status/1431319360388407304... 4. Financial Planning Topic of the week - https://money.com/pay-off-student-loans-or-invest/? Twitter Handles: Jessup Wealth Management (@JessupWealth) Mark McEvily (@MarkMcEv...
112
Aug. 26, 2021

The Independent Advisors Podcast Episode 112: Taking about what's not talked about

1. Tweet from “10-K Carl” - https://twitter.com/10k_carl/status/1426250130873896962?s=11 2. Tweet from Nomi Prins - https://twitter.com/nomiprins/status/1428102593155325965... 3. Update on consumer credit from cnbc - https://www.cnbc.com/.../transunion-report-americans.../... 4. Tweet from Morgan Housel - https://twitter.com/morganh.../status/1427683412559552513... 5. Article written by Jonathan Clements - https://humbledollar.com/2021/07/go-to-extremes/? 6. Financial Planning Topic of the ...
112
Aug. 26, 2021

The Independent Advisors Podcast Episode 112: Taking about what's not talked about

1. Tweet from “10-K Carl” - https://twitter.com/10k_carl/status/1426250130873896962?s=11 2. Tweet from Nomi Prins - https://twitter.com/nomiprins/status/1428102593155325965... 3. Update on consumer credit from cnbc - https://www.cnbc.com/.../transunion-report-americans.../... 4. Tweet from Morgan Housel - https://twitter.com/morganh.../status/1427683412559552513... 5. Article written by Jonathan Clements - https://humbledollar.com/2021/07/go-to-extremes/? 6. Financial Planning Topic of the ...
112
Aug. 26, 2021

The Independent Advisors Podcast Episode 112: Taking about what's not talked about

1. Tweet from “10-K Carl” - https://twitter.com/10k_carl/status/1426250130873896962?s=11 2. Tweet from Nomi Prins - https://twitter.com/nomiprins/status/1428102593155325965... 3. Update on consumer credit from cnbc - https://www.cnbc.com/.../transunion-report-americans.../... 4. Tweet from Morgan Housel - https://twitter.com/morganh.../status/1427683412559552513... 5. Article written by Jonathan Clements - https://humbledollar.com/2021/07/go-to-extremes/? 6. Financial Planning Topic of the ...
111
Aug. 20, 2021

The Independent Advisors Podcast Episode 111: Is the Roth IRA Going Away?

1. Article in ThinkAdvisor by Melanie Waddell - https://www.thinkadvisor.com/.../house-panel-crafting.../ 2. Tweet from Austin Lieberman - https://twitter.com/lieberm.../status/1421212550356770821... 3. Financial Planning Topic of the week - https://www.collaborativefund.com/blog/%24/ Twitter Handles: Jessup Wealth Management (@JessupWealth) Mark McEvily (@MarkMcEvily) Matthew Jessup (@matthewcjessup)
111
Aug. 20, 2021

The Independent Advisors Podcast Episode 111: Is the Roth IRA Going Away?

1. Article in ThinkAdvisor by Melanie Waddell - https://www.thinkadvisor.com/.../house-panel-crafting.../ 2. Tweet from Austin Lieberman - https://twitter.com/lieberm.../status/1421212550356770821... 3. Financial Planning Topic of the week - https://www.collaborativefund.com/blog/%24/ Twitter Handles: Jessup Wealth Management (@JessupWealth) Mark McEvily (@MarkMcEvily) Matthew Jessup (@matthewcjessup)
111
Aug. 20, 2021

The Independent Advisors Podcast Episode 111: Is the Roth IRA Going Away?

1. Article in ThinkAdvisor by Melanie Waddell - https://www.thinkadvisor.com/.../house-panel-crafting.../ 2. Tweet from Austin Lieberman - https://twitter.com/lieberm.../status/1421212550356770821... 3. Financial Planning Topic of the week - https://www.collaborativefund.com/blog/%24/ Twitter Handles: Jessup Wealth Management (@JessupWealth) Mark McEvily (@MarkMcEvily) Matthew Jessup (@matthewcjessup)
110
Aug. 14, 2021

The Independent Advisors Podcast Episode 110: Guest, Brian Feroldi!

Twitter Handles: Jessup Wealth Management (@JessupWealth) Mark McEvily (@MarkMcEvily) Matthew Jessup (@matthewcjessup)
110
Aug. 14, 2021

The Independent Advisors Podcast Episode 110: Guest, Brian Feroldi!

Twitter Handles: Jessup Wealth Management (@JessupWealth) Mark McEvily (@MarkMcEvily) Matthew Jessup (@matthewcjessup)
110
Aug. 14, 2021

The Independent Advisors Podcast Episode 110: Guest, Brian Feroldi!

Twitter Handles: Jessup Wealth Management (@JessupWealth) Mark McEvily (@MarkMcEvily) Matthew Jessup (@matthewcjessup)
109
Aug. 6, 2021

The Independent Advisors Podcast Episode 109: Get to know Matthew Jessup!

Twitter Handles: Jessup Wealth Management (@JessupWealth) Mark McEvily (@MarkMcEvily) Matthew Jessup (@matthewcjessup)