Episodes
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)
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)
108
July 28, 2021
The Independent Advisors Podcast Episode 108: How to Prepare for a Lengthy Bull Market
Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter Show Notes: 1. George Maroudas - https://twitter.com/ChicagoAdvisor/status/1414683578936475648 2. Ben Carlson - https://awealthofcommonsense.com/2021/06/how-to-prepare-for-a-lengthy-bull-market/ 3. Michael Batnick - https://theirrelevantinvestor.com/2021/06/09/the-shoeshine-indicator-is-dead/ 4. Jeff Levine - https://twitter.com/cpaplanner/s...
108
July 28, 2021
The Independent Advisors Podcast Episode 108: How to Prepare for a Lengthy Bull Market
Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter Show Notes: 1. George Maroudas - https://twitter.com/ChicagoAdvisor/status/1414683578936475648 2. Ben Carlson - https://awealthofcommonsense.com/2021/06/how-to-prepare-for-a-lengthy-bull-market/ 3. Michael Batnick - https://theirrelevantinvestor.com/2021/06/09/the-shoeshine-indicator-is-dead/ 4. Jeff Levine - https://twitter.com/cpaplanner/s...
108
July 28, 2021
The Independent Advisors Podcast Episode 108: How to Prepare for a Lengthy Bull Market
Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter Show Notes: 1. George Maroudas - https://twitter.com/ChicagoAdvisor/status/1414683578936475648 2. Ben Carlson - https://awealthofcommonsense.com/2021/06/how-to-prepare-for-a-lengthy-bull-market/ 3. Michael Batnick - https://theirrelevantinvestor.com/2021/06/09/the-shoeshine-indicator-is-dead/ 4. Jeff Levine - https://twitter.com/cpaplanner/s...
107
July 16, 2021
The Independent Advisors Podcast Episode 107: Most Overlooked Tax Breaks for Retirees
Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter Show Notes: 1. https://twitter.com/davidschawel/status/1414671306675609604?s=11 2. https://www.topdowncharts.com/post/a-post-pandemic-investment-boom?fbclid=IwAR3jJpTKcPuF9vXnE6WbvT4Svy5nkxlFlmxINPS9HNJMjXZMdwU-PzhImu4 3. https://twitter.com/BP_Rising/status/1412090540775071747
107
July 16, 2021
The Independent Advisors Podcast Episode 107: Most Overlooked Tax Breaks for Retirees
Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter Show Notes: 1. https://twitter.com/davidschawel/status/1414671306675609604?s=11 2. https://www.topdowncharts.com/post/a-post-pandemic-investment-boom?fbclid=IwAR3jJpTKcPuF9vXnE6WbvT4Svy5nkxlFlmxINPS9HNJMjXZMdwU-PzhImu4 3. https://twitter.com/BP_Rising/status/1412090540775071747
107
July 16, 2021
The Independent Advisors Podcast Episode 107: Most Overlooked Tax Breaks for Retirees
Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter Show Notes: 1. https://twitter.com/davidschawel/status/1414671306675609604?s=11 2. https://www.topdowncharts.com/post/a-post-pandemic-investment-boom?fbclid=IwAR3jJpTKcPuF9vXnE6WbvT4Svy5nkxlFlmxINPS9HNJMjXZMdwU-PzhImu4 3. https://twitter.com/BP_Rising/status/1412090540775071747
106
July 13, 2021
The Independent Advisors Podcast Episode 106: It's normal to feel unprepared for retirement..
Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter Show Notes: 1. https://twitter.com/ChartingTrends/status/1411694642660139009 2. https://www.marketwatch.com/story/retirees-to-youngsters-its-not-as-bad-as-you-think-11622734329?reflink=mw_share_twitter 3. https://ofdollarsanddata.com/how-much-do-you-need-to-be-financially-independent/
106
July 13, 2021
The Independent Advisors Podcast Episode 106: It's normal to feel unprepared for retirement..
Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter Show Notes: 1. https://twitter.com/ChartingTrends/status/1411694642660139009 2. https://www.marketwatch.com/story/retirees-to-youngsters-its-not-as-bad-as-you-think-11622734329?reflink=mw_share_twitter 3. https://ofdollarsanddata.com/how-much-do-you-need-to-be-financially-independent/
106
July 13, 2021
The Independent Advisors Podcast Episode 106: It's normal to feel unprepared for retirement..
Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter Show Notes: 1. https://twitter.com/ChartingTrends/status/1411694642660139009 2. https://www.marketwatch.com/story/retirees-to-youngsters-its-not-as-bad-as-you-think-11622734329?reflink=mw_share_twitter 3. https://ofdollarsanddata.com/how-much-do-you-need-to-be-financially-independent/
105
July 8, 2021
The Independent Advisors Podcast Episode 105: Guide To Income For Early Retirees
Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter Show Notes 1. Tweet by Bill Brewster - https://twitter.com/billbre.../status/1408275555095662593... 2. Tweet by Drew Wells - https://twitter.com/billbre.../status/1408275555095662593... 3. Tweet by Michael Batnick - https://twitter.com/michaelbat.../status/1410986452398362626 4. Financial Planning Topic of the Week - https://www.forbes.com/....
105
July 8, 2021
The Independent Advisors Podcast Episode 105: Guide To Income For Early Retirees
Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter Show Notes 1. Tweet by Bill Brewster - https://twitter.com/billbre.../status/1408275555095662593... 2. Tweet by Drew Wells - https://twitter.com/billbre.../status/1408275555095662593... 3. Tweet by Michael Batnick - https://twitter.com/michaelbat.../status/1410986452398362626 4. Financial Planning Topic of the Week - https://www.forbes.com/....
105
July 8, 2021
The Independent Advisors Podcast Episode 105: Guide To Income For Early Retirees
Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter Show Notes 1. Tweet by Bill Brewster - https://twitter.com/billbre.../status/1408275555095662593... 2. Tweet by Drew Wells - https://twitter.com/billbre.../status/1408275555095662593... 3. Tweet by Michael Batnick - https://twitter.com/michaelbat.../status/1410986452398362626 4. Financial Planning Topic of the Week - https://www.forbes.com/....
104
July 1, 2021
The Independent Advisors Podcast Episode 104: Confidence of the U.S. consumer
Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter 1. Tweet from Ryan Detrick - https://twitter.com/ryandet.../status/1407535399875055618... 2. Tweet from Ben Carlson - https://twitter.com/awealth.../status/1407400615098134532... 3. Article in the Washington Post by Michelle Singletary - https://www.washingtonpost.com/.../cryptocurrency-401k.../
104
July 1, 2021
The Independent Advisors Podcast Episode 104: Confidence of the U.S. consumer
Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter 1. Tweet from Ryan Detrick - https://twitter.com/ryandet.../status/1407535399875055618... 2. Tweet from Ben Carlson - https://twitter.com/awealth.../status/1407400615098134532... 3. Article in the Washington Post by Michelle Singletary - https://www.washingtonpost.com/.../cryptocurrency-401k.../
104
July 1, 2021
The Independent Advisors Podcast Episode 104: Confidence of the U.S. consumer
Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter 1. Tweet from Ryan Detrick - https://twitter.com/ryandet.../status/1407535399875055618... 2. Tweet from Ben Carlson - https://twitter.com/awealth.../status/1407400615098134532... 3. Article in the Washington Post by Michelle Singletary - https://www.washingtonpost.com/.../cryptocurrency-401k.../
103
June 25, 2021
The Independent Advisors Podcast Episode 103: Embrace the peaks and troughs
Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter Show Notes: 1. Tweet by Brian Feroldi - https://twitter.com/BrianFeroldi/status/1403678732368424961 2. Tweet by Michaela Arouet - https://twitter.com/MichaelaArouet/status/1403471413063847940 3. Wonderful quotes from Ian Cassel - Founder of MicroCapClub - https://twitter.com/iancassel/status/1403912561657933830 4. Article in the WSJ by Justi...
103
June 25, 2021
The Independent Advisors Podcast Episode 103: Embrace the peaks and troughs
Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter Show Notes: 1. Tweet by Brian Feroldi - https://twitter.com/BrianFeroldi/status/1403678732368424961 2. Tweet by Michaela Arouet - https://twitter.com/MichaelaArouet/status/1403471413063847940 3. Wonderful quotes from Ian Cassel - Founder of MicroCapClub - https://twitter.com/iancassel/status/1403912561657933830 4. Article in the WSJ by Justi...
103
June 25, 2021
The Independent Advisors Podcast Episode 103: Embrace the peaks and troughs
Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter Show Notes: 1. Tweet by Brian Feroldi - https://twitter.com/BrianFeroldi/status/1403678732368424961 2. Tweet by Michaela Arouet - https://twitter.com/MichaelaArouet/status/1403471413063847940 3. Wonderful quotes from Ian Cassel - Founder of MicroCapClub - https://twitter.com/iancassel/status/1403912561657933830 4. Article in the WSJ by Justi...
102
June 17, 2021
The Independent Advisors Podcast Episode 102: Retiring at age 65 is not a luxury
Show notes: 1. Tweet from Bloomberg - https://twitter.com/schuldensuehner/status/… 2. Blog post written by Ben Carlson - https://awealthofcommonsense.com/2021/06/…3. Article written by Christine Benz of Morningstar - https://morningstar.com/articles/807538/… Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter
102
June 17, 2021
The Independent Advisors Podcast Episode 102: Retiring at age 65 is not a luxury
Show notes: 1. Tweet from Bloomberg - https://twitter.com/schuldensuehner/status/… 2. Blog post written by Ben Carlson - https://awealthofcommonsense.com/2021/06/…3. Article written by Christine Benz of Morningstar - https://morningstar.com/articles/807538/… Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter
102
June 17, 2021
The Independent Advisors Podcast Episode 102: Retiring at age 65 is not a luxury
Show notes: 1. Tweet from Bloomberg - https://twitter.com/schuldensuehner/status/… 2. Blog post written by Ben Carlson - https://awealthofcommonsense.com/2021/06/…3. Article written by Christine Benz of Morningstar - https://morningstar.com/articles/807538/… Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter
101
June 10, 2021
The Independent Advisors Podcast Episode 101: Back to the Basics
Mark & Matt Discuss the Following on Episode #101: Investing 101 Finance 101 The basics and what you need to know Show notes: 1. https://womenwhomoney.com/why-how-diversify-investment.../ 2. https://www.cnbc.com/.../asset-allocation-cnbc-explains.html 3. https://womenwhomoney.com/target-date-funds-retirement-plan/ 4. https://www.thebalance.com/the-basics-of-shorting-stock... 5. https://www.cnbc.com/.../5-mistakes-to-avoid-when... 6. https://www.cnbc.com/cnbc-explains-equities/ Twitter...