Episodes
324
Oct. 30, 2025
The Independent Advisors Podcast Episode 324: "Wall Street's Playbook"
If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Init...
323
Oct. 23, 2025
The Independent Advisors Podcast Episode 323: Buying when it's uncomfortable - Age of a bull market vs it's potential - Is gold dead money - Inflation trickle effect
If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Ini...
322
Oct. 16, 2025
The Independent Advisors Podcast Episode 322: The market can change on a dime-- that's part of the fun!
If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Init...
321
Oct. 9, 2025
The Independent Advisors Podcast Episode 321: All systems go for the bulls
If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Ini...
320
Oct. 2, 2025
The Independent Advisors Podcast Episode 320: Dayton, OH. The Crossroads of America With Guest, Cory Earl!
This week we will be joined by Cory Earl, President & Publisher of the Dayton Business Journal. With over a decade of leadership in Dayton’s business community, Cory brings unique insights into the current state of the Dayton economy, the industries driving growth, and the challenges and opportunities shaping our region’s future. Tune in to hear Cory’s perspective on how the DBJ supports local business, what’s fueling Dayton’s momentum, and where we go from here. https://app.precisefp.com/w/r...
319
Sept. 25, 2025
The Independent Advisors Podcast Episode 319: Every Yes is a No to something else.
If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Init...
318
Sept. 18, 2025
The Independent Advisors Podcast Episode 318: Yesterday’s wisdom, tomorrow’s wealth.
If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Init...
317
Sept. 11, 2025
The Independent Advisors Podcast Episode 317: Room to Run
If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Init...
316
Sept. 4, 2025
The Independent Advisors Podcast Episode 316: Seasonality in Vogue
#316 topics: September Historically Weak Current market positioning: No significant pullback since April lows, creating potential opportunity for buyers during September weakness. Contrarian perspective: Excessive focus on September weakness in media might indicate potential for better-than-expected performance. Currency and International Markets Dollar weakness driving international outperformance Concerns about international markets' ability to maintain outperformance due to shorter work...
315
Aug. 28, 2025
The Independent Advisors Podcast Episode 315: Investment fads come and go...
Post on X from Frank Cappelleri on 8/11 - https://x.com/FrankCappelleri/status/1954978003668078791 Post on X from Jay Kaeppel on 8.15 - https://x.com/jaykaeppel/status/1956367983506305188 Democratizing Access to Alternative Assets For 401(k) Investors https://www.whitehouse.gov/presidential-actions/2025/08/democratizing-access-to-alternative-assets-for-401k-investors/ #315 topics: Warning against chasing 'the next big thing' Consumer confidence data indicating bullish implications Berkshi...
314
Aug. 21, 2025
The Independent Advisors Podcast Episode 314: 'Follow the trend - don't fall in love with the trend.'
Show Notes: Post on X from Mike Zaccardi on 8.13 - https://x.com/MikeZaccardi/status/1955722314433126899 Post on X from Jay Kaeppel on 8/11 - https://x.com/jaykaeppel/status/1954864380828361192? s=12&t=Godkt5FzuqWcmpmvo2G5Jg Post from Jeff Hirsch on 8.20 that shows the historical seasonality of the VIX from 1990-2024 - https://jeffhirsch.tumblr.com/post/792429184710557696/volatility-low-in-vix-historically-rises-to-an Article from Health System Tracker by Jared Ortaliza, Matt McGough and Kai...
Aug. 15, 2025
The Independent Advisors Podcast: A friendly bet - Here's how it turned out!
A few episodes back, Matt and Mark discussed how market forecasts and predictions can mislead investors and harm their mindset. The truth is, no one can say with certainty where the stock market will go. In fact, Mark joked that his 2-year-old daughter, Mia, has just as good a shot at predicting the market’s year-end 2025 performance as any professional. That led to a friendly bet—Mia would make her own forecast for the end of 2025. Here’s how it turned out. Listen: https://www.jessupwealthmana...
313
Aug. 14, 2025
The Independent Advisors Podcast Episode 313: "This rally is hated, and I love it!"
If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com. Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill ...
312
Aug. 7, 2025
The Independent Advisors Podcast Episode 312: Gotcha Events
If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com. Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill ...
311
July 31, 2025
The Independent Advisors Podcast Episode 311: God Bless America
If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com. Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill ...
310
July 24, 2025
The Independent Advisors Podcast Episode 310: In Case You Didn't Know...
If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com. Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill ...
309
July 17, 2025
The Independent Advisors Podcast Episode 309: Value Trap... Some stocks are cheap for a reason.
If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com. Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill ...
308
July 10, 2025
The Independent Advisors Podcast Episode 308: Bullish all over the place.
If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com. Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill ...
307
July 2, 2025
The Independent Advisors Podcast Episode 307: Opposite Day
If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com. Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill ...
306
June 26, 2025
The Independent Advisors Podcast Episode 306: Portfolio Summits Panel Discussion Led by Mark McEvily
Get ready for a special episode as Mark McEvily takes the mic live from a recent investment conference where he led a high-powered panel discussion on the 2025 market outlook. On the Panel: Scott Martin, CIO of Kingsview Partners, and Travis Upton, CEO & Partner of The Joseph Group
305
June 20, 2025
The Independent Advisors Podcast Episode 305: Bucking The Trend
If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com. Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill ...
304
June 12, 2025
The Independent Advisors Podcast Episode 304: May Had Bulls Smiling
Episode Summary:
302
May 29, 2025
The Independent Advisors Podcast Episode 302: Do More with Less - The Plastics Industry
We welcome Jeremy DeBenedictis, President of Alterra, and Ross Eisenberg, President of America’s Plastic Makers at the American Chemistry Council. We’re diving into a topic that impacts nearly every aspect of modern life — plastics. From the packaging that protects our food to the components in our vehicles, medical equipment, and technology, plastics play a vital role in the American economy and our daily routines Learn More: https://www.alterra360.com/ https://www.linkedin.com/company/alte...