พอดคาสท์ Independent Advisors ชั้นนำ (2025)

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The Independent Advisors Podcast Episode 293: The Stock Market is the Scoreboard for Success

7h ago

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Show Notes: Post on X from Bespoke Investment Research on 3/8/25 - https://x.com/bespokeinvest/status/1898363834022170714? Blog post from Ryan Detrick on 3.24.25 titled “Stocks Rarely Peak in February and Five Other Things to Know Right Now” - https://www.carsongroup.com/insights/blog/stocks-rarely-peak-in-february-and-five-other-things-to-know-rig…

1
The Independent Advisors Podcast Episode 292: Overblown Sentiment 38:49

7d ago38:49

38:49

Show Notes: Post on X from Jason Goepfert on 3.17 - https://x.com/jasongoepfert/status/1901733953238634786? Post on X from Ryan Detrick on 3.13 - https://x.com/ryandetrick/status/1900188476055715893? Article from Denise Appleby with Morningstar with commentary from Kitces.com titled “How to Fix Misleading Reporting on Clients’ 1099-R” - How To Fix …

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The Independent Advisors Podcast Episode 291: The Best Buys Hurt A Little 37:52

14d ago37:52

37:52

shownotes: Post on X from Jesse Cohen on 3.6.25 - https://x.com/jessecoheninv/status/1897690462972264951? Post on X from Ryan Detrick on March 5th - https://x.com/ryandetrick/status/1897293301721800890? Post on X from Jason – 3 Peaks Trading on March 4th - https://x.com/3peakstrading/status/1897082843786072337? Post on X from the Daily Chartbook on…

1
The Independent Advisors Podcast: BONUS Episode 17:09

16d ago17:09

17:09

We know fear is heightened right now. Hold tight to the data, research and what history's patterns tell us. When the stock market rattles you, lean on your advisors. #stocks #stockmarket #investing #economy #fear https://youtu.be/aSFwiDiMvVw https://www.jessupwealthmanagement.com/disclosures-pageโดย Mark McEvily

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The Independent Advisors Podcast Episode 290: We Love a Wall of Worry Feat. Special Guest, Matt Cerminaro! 35:10

21d ago35:10

35:10

Show Notes: For charts, please visit our YouTube Channel https://www.youtube.com/channel/UCISl5dXPZmaP-fmyL3Y25UQโดย Mark McEvily

1
The Independent Advisors Podcast Episode 289: Looking For Value 48:38

28d ago48:38

48:38

Show Notes: Bloomberg Article on 2/20 https://www.bloomberg.com/news/articles/2025-02-20/stock-market-today-dow-s-p-live-updates?cmpid=eveus&utm_medium=email&utm_source=newsletter&utm_term=250221&utm_campaign=eveus&sref=KaV2wJ0v X post from Coiled Spring Capital on 2/26 https://x.com/coiledspringcap/status/1894754608930803939 X post from The Tradin…

1
The Independent Advisors Podcast Episode 288: Quelling Fears 26:31

1M ago26:31

26:31

Show Notes: Tweet from David Zarling on 2/3/25 https://x.com/AdaptivCharts/status/1886509803528446131/photo/1 Tweet from Evan SS6 on 1.30.25 - https://x.com/Evan_ss6/status/1884999500130893916 Post on X from Aurelius on 1.15.25 - https://x.com/aureliusltd28/status/1879524511957352781? Blog post from Mike Piper on 2.10.25 discussing Roth vs Tax-Defe…

1
The Independent Advisors Podcast Episode 287: That's Not Bearish, Part: 1000 30:36

2M ago30:36

30:36

Show Notes: Blog Post from Ryan Detrick on 1/31/25 titled “As Goes January, So Goes the Year? The Bulls Hope So.” - https://www.carsongroup.com/insights/blog/as-goes-january-so-goes-the-year-the-bulls-hope-so-2/ Post on X from Ryan Detrick on 1.23.25 - https://x.com/RyanDetrick/status/1882540160124072082 Post on X from Seth Golden on 1.19.25 - http…

1
The Independent Advisors Podcast Episode 286: Buying the Dip 26:17

2M ago26:17

26:17

Show Notes Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth https://www.jessupwealthmanagement.com/disclosures-pageโดย Mark McEvily

1
The Independent Advisors Podcast Episode 285: Herd Mentality Doesn't Work On Wall Street. 40:02

2M ago40:02

40:02

Show Notes: https://x.com/chamath/status/1873144394100187263?s=12&t=Godkt5FzuqWcmpmvo2G5Jg https://x.com/mikezaccardi/status/1873096140364890515? https://x.com/mikezaccardi/status/1875908291093823587? https://ofdollarsanddata.com/rent-vs-buy-calculator/ Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jess…

1
The Independent Advisors Podcast Episode 284: Special Guest, Alfonso De Pablos! 26:03

2M ago26:03

26:03

Show Notes: https://www.linkedin.com/in/r%C3%A9gulo-alfonso-depablos-9159821ab @alfcharts https://www.stockmarkettv.com/alfonsos-daily-noteโดย Mark McEvily

1
The Independent Advisors Podcast Episode 283: Beef, Banks and Bears 36:12

3M ago36:12

36:12

Show Notes: Blog post from Adam Turnquist on 1/2/25 titled “Santa Claus Rally in Jeopardy - https://www.lpl.com/research/blog/santa-claus-rally-in-jeopardy.html? Tweet from Ryan Detrick on 12/31/24 - https://x.com/ryandetrick/status/1874127859624861918?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Article from ThinkAdvisor by David Blanchett titled “How Retirement…

1
The Independent Advisors Podcast Episode 282: 2025, Where we stand and where we might be headed. 43:50

3M ago43:50

43:50

Tweet from Charlie Bilello on 12.19.24 - https://x.com/charliebilello/status/1869731498439647290? The IRS Is Sending up to $1,400 to One Million People: Are You Eligible? By Kelley Taylor https://www.kiplinger.com/taxes/irs-sending-payments-to-one-million-people FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y…

1
The Independent Advisors Podcast Episode 281: Nothing in life is guaranteed 44:02

3M ago44:02

44:02

Show Notes: Tweet from Jason Goepfert on 12.18.24 - https://x.com/jasongoepfert/status/1869490448374649331? Article written on Schaeffer’s Investment Research titled “What the Latest Dow Shakeup Could Mean” by Rocky White back on 11/5 - https://www.schaeffersresearch.com/content/analysis/2024/11/05/what-the-latest-dow-shakeup-could-mean? Article wr…

1
The Independent Advisors Podcast Episode 280: Embrace Panic 39:50

4M ago39:50

39:50

Show Notes: https://x.com/nickgerli1/status/1865160521428750756 https://x.com/nickgerli1/status/1865162039842513110 Blog post from Ben Carlson on 11.14 titled “Is the United States Going Broke?” - https://awealthofcommonsense.com/2024/11/is-the-united-states-going-broke/ Charlie Bilello’s 7 Lessons from 2024 (12/10/24) https://bilello.blog/2024/7-l…

1
The Independent Advisors Podcast Episode 279: The tail that wags the dog. 42:47

4M ago42:47

42:47

Show Notes: Blog Post from Ryan Detrick on 11.25.24 titled “What Happens After Back To Back 20% gains?” - https://www.carsongroup.com/insights/blog/what-happens-after-back-to-back-20-gains/? Mark Item #3 – Post on X from Jesse Felder on 11.19.24 - https://x.com/jessefelder/status/1858922638942630161? Financial Planning Topic of the week – Scared To…

1
The Independent Advisors Podcast Episode 278: Sky-High Sentiment 28:36

4M ago28:36

28:36

Show Notes: Article from Adam Turnquist, Chief Technical Strategist at LPL on 11/14 titled “The Dollar Reaches a Potential Inflection Point” - https://www.lpl.com/research/blog/the-dollar-reaches-a-potential-inflection-point.html? Article from Bespoke titled “The Day After…2016 Redux” - https://www.bespokepremium.com/interactive/posts/think-big-blo…

1
The Independent Advisors Podcast Episode 277: Risk On, Game On! Stocks are strong awaiting the new administration. 49:40

4M ago49:40

49:40

Show Notes: Article from the WSJ on 11/11 titled “Does Warren Buffett know Something That We Don’t” - https://www.wsj.com/finance/investing/does-warren-buffett-know-something-that-we-dont-48fabc9d?st=b7TGaL X Post from Alfonso De Pablos, CMT on 11/7/24 - https://x.com/AlfCharts/status/1854622839778722100? FireFlies AI Software Link: https://app.fir…

1
The Independent Advisors Podcast Episode 276: Post Election Market Trends with Seth Golden 48:16

5M ago48:16

48:16

Show Notes:โดย Mark McEvily

1
The Independent Advisors Podcast Episode 275: 2025 IRS Inflation Adjustments 19:04

5M ago19:04

19:04

Show Notes: 2024 vs 2025 Tax Brackets: Married Filing Jointly https://www.nerdwallet.com/article/taxes/federal-income-tax-bracketsโดย Mark McEvily

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The Independent Advisors Podcast Episode 274: U.S. Stocks and Economy Reigns

5M ago

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Show Notes: https://x.com/SJD10304/status/1846302979147944358? https://www.carsongroup.com/insights/blog/why-there-could-be-years-left-to-this-bull-market/? https://www.bloomberg.com/news/articles/2024-10-21/s-p-500-s-decade-of-big-gains-is-over-goldman-strategists-say? https://www.bloomberg.com/news/articles/2024-10-21/carson-block-says-close-your…

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The Independent Advisors Podcast Episode 273: All Things Medicare & Updates Coming in 2025 43:22

5M ago43:22

43:22

This week, we welcomed a special guest, Chad Hooper. Chad is the owner and founder of Medicare4U LLC.โดย Mark McEvily

1
The Independent Advisors Podcast Episode 272: The Internal Battle Is Your Portfolio's Greatest Enemy 34:23

6M ago34:23

34:23

Show Notes: https://www.carsongroup.com/insights/blog/six-things-to-know-about-rate-cuts/? https://www.newsweek.com/florida-biggest-insurer-increase-rates-1935388 https://www.visualcapitalist.com/the-most-reliable-car-brands-according-to-consumer-reports/? https://www.kitces.com/blog/social-security-sustainability-trust-fund-benefits-taxes-legislat…

1
The Independent Advisors Podcast Episode 271: There's No Playbook for Markets 35:33

6M ago35:33

35:33

Tweet from Compounding Quality on 8.28.24 - https://x.com/qcompounding/status/1828734560659497205?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Tweet from Seth Golden on 8.18.24 - https://x.com/sethcl/status/1825185437452828877?s=12&t=Godkt5FzuqWcmpmvo2G5Jgโดย Mark McEvily

1
The Independent Advisors Podcast Episode 270: The Monster Under the Bed Isn't Real.... with Ryan Detrick, CMT 34:49

6M ago34:49

34:49

Show Notes: Outlook for stocks after Fed rate cut: historically positive Possibility of election year seasonal weakness No recession expected; mid-cycle slowdown predicted Consumer balance sheets in good shape Bonds expected to rally with anticipated Fed rate cuts Productivity surge in the U.S. economy- expected to support continued economic growth…

1
The Independent Advisors Podcast Episode 269: Weakness as Expected for September 41:30

7M ago41:30

41:30

#269 Topics:โดย Mark McEvily

1
The Independent Advisors Podcast Episode 268: Be Mindful 55:43

7M ago55:43

55:43

Show Notes:โดย Mark McEvily

1
The Independent Advisors Podcast Episode 267: Don't Be Surprised, But Don't Try To Time The Market Either. 33:22

7M ago33:22

33:22

Show Notes: X Post by Kevin Gordon, Senior Investment Strategist at Charles Schwab https://x.com/KevRGordon/status/1828042176057811051 X Post from Liz Young, Head of Investment Strategy at SoFi https://x.com/LizThomasStrat/status/1828098863108128812 Research from 8/17/24 https://x.com/FactSet/status/1824935004943556922 https://x.com/FactSet/status/…

1
The Independent Advisors Podcast Episode 266: The Goldilocks Outcome 35:50

7M ago35:50

35:50

Show Notes: Twitter: @MikeZaccardi LinkedIn: @Mike Z.โดย Mark McEvily

1
The Independent Advisors Podcast Episode 265: Selling Your Winners Too Soon 34:09

7M ago34:09

34:09

Show Notes: Blog post from Joe Fahmy titled “Why Sentiment Changes So Quickly - https://joefahmy.com/2024/08/07/why-sentiment-changes-so-quickly? Tweet from Brian G on Twitter - https://x.com/alphacharts/status/1821261266939510918? US Wage Growth X post from Charlie Bilello on 8/14 https://x.com/charliebilello/status/1823710733168996606 C-Suites me…

1
The Independent Advisors Podcast Episode 264: The Elephant in the Room 40:59

8M ago40:59

40:59

Show Notes: Tweet from Ryan Detrick on 8.2.24 - https://x.com/RyanDetrick/status/1819476646589878465?utm_campaign=Daily+Chart+Report+%F0%9F%93%88+Friday%2C+August+2%2C+2024&utm_content=TCR&utm_medium=email_action&utm_source=email Tweet from Ryan Detrick on 8.6.24 - https://x.com/ryandetrick/status/1820678336277856286?s=12&t=Godkt5FzuqWcmpmvo2G5Jg T…

1
The Independent Advisors Podcast Episode 263: The Psyche of the American Investor 35:50

8M ago35:50

35:50

Show Notes: https://www.ssa.gov/news/press/releases/2024/#7-2024-1 https://www.optimisticallie.com/p/rate-cuts-are-coming? https://x.com/granthawkridge/status/1813374265686999061? Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealthโดย Mark McEvily

1
The Independent Advisors Podcast Episode 262: Tug of War - Feat. Rotation 44:00

8M ago44:00

44:00

Show Notes: X post by Kitces – link to an article on his site 7/24/2024 https://www.kitces.com/blog/secure-act-2-0-irs-regulations-rmd-required-minimum-distributions-10-year-rule-eligible-designated-beneficiary-see-through-conduit-trust/? Tweet from Michael Kantro, Chief Investment Strategist at Piper Sandler on 7/23 https://x.com/MichaelKantro/sta…

1
The Independent Advisors Podcast Episode 261: History is a Guide Not a Map 30:53

8M ago30:53

30:53

Show Notes • Barchart - Potential Federal Reserve rate cut sometime in 2nd half of 2024 • Global Markets Investor - Recession in the future? • Ben Carlson - Total Returns in the past 5 years • Bespoke - Markets pricing a ZERO percent chance of NO rate cut by Septemberโดย Mark McEvily

1
The Independent Advisors Podcast Episode 260: The Bold and The Oblivious 31:31

9M ago31:31

31:31

Tweet from Ryan Detrick on 6.28.24 - https://x.com/RyanDetrick/status/1806751672347095443? Article by Emily Flitter at the NYT with commentary from Kitces.com titled “Why is car insurance so expensive?” - https://www.nytimes.com/2024/05/15/business/car-insurance-cost-inflation.html Blog post from Adam Turnquist at LPL on 6.27.24 - https://www.lpl.c…

1
The Independent Advisors Podcast Episode 259: Narrow Leadership 44:56

9M ago44:56

44:56

Show Notes: Tweet from Ryan Detrick - https://x.com/RyanDetrick/status/1798762012933231097? Blog post by Ben Carlson titled “Roger Federer vs. The Stock Market”- https://awealthofcommonsense.com/2024/06/roger-federer-vs-the-stock-market/ FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3y…

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The Independent Advisors Podcast Episode 258: Diamond Hands 34:16

9M ago34:16

34:16

Show Notes: Article from Carl Swenlin on Stockcharts.com titled “Deja Dot.com Disaster?” on 6.20.24 - https://stockcharts.com/articles/decisionpoint/2024/06/deja-dotcom-disaster-405.html? Chart from Adam Turnquist with LPL on 6.24.24 regarding seasonality of the volatility index - https://www.lpl.com/research/blog/how-low-can-volatility-go.html? Gr…

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The Independent Advisors Podcast Episode 257: The Market Has Bad "Breadth' 41:25

9M ago41:25

41:25

Show Notes: Tweet from David Cox, CMT, CFA on 6.14.24 - https://x.com/DavidCoxRJ/status/1801606503608013123? Article from Allan Roth on Advisor Perspectives titled “Why Stock Buybacks Are Great For Investors” on 5/23/24 - https://www.advisorperspectives.com/articles/2024/05/23/why-stock-buybacks-great-for-clients-allan-roth Tweet from Trend Spider …

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The Independent Advisors Podcast Episode 256: Portfolio Summits: A Panel of Experts 38:52

10M ago38:52

38:52

For more on Portfolio Summits Visit: https://www.linkedin.com/company/portfolio-summits/โดย Mark McEvily

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The Independent Advisors Podcast Episode 255: Optimism, Euphoria, and Potential of AI 43:28

10M ago43:28

43:28

Show Notes: Bloomberg article – Goldman Sees ‘Wall of Money’ Fueling Stock Market’s Summer Party https://www.bloomberg.com/news/articles/2024-06-05/goldman-sees-wall-of-money-fueling-stock-market-s-summer-party?srnd=homepage-americas&sref=KaV2wJ0v Charlie Bilello post from 6/5/24 https://x.com/charliebilello/status/1798184430126944732 Tweet from He…

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The Independent Advisors Podcast Episode 254: Steady In Weathering Storms 28:34

10M ago28:34

28:34

Show Notes: https://x.com/morganhousel/status/1793613842792247688? https://x.com/RyanDetrick/status/1792587665507852436? https://x.com/SJD10304/status/1791573839622861226? FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3yโดย Mark McEvily

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The Independent Advisors Podcast Episode 253: Buying At All-Time Highs 51:22

10M ago51:22

51:22

The Resilience of the U.S. Economy https://twitter.com/charliebilello/status/1793389802835865887 The Last of the Bears among Wall Street Strategist https://www.bloomberg.com/news/articles/2024-05-20/morgan-stanley-s-wilson-capitulates-on-bearish-view-of-us-stocks?sref=KaV2wJ0v https://www.bloomberg.com/news/articles/2024-05-20/jpmorgan-s-kolanovic-…

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The Independent Advisors Podcast Episode 252: Get Comfortable with Things Not Always Making Sense. 36:48

11M ago36:48

36:48

Show Notes: https://www.carsongroup.com/.../six-reasons-this-bull.../? https://awealthofcommonsense.com/.../the-new-normal-in.../ https://twitter.com/TrendSpider/status/1783236887722999995? FireFlies AI Software Link: https://app.fireflies.ai/login?referralCode=Zh4pTubf3yโดย Mark McEvily

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The Independent Advisors Podcast Episode 251: Sizing Up Opportunity and Risk 40:18

11M ago40:18

40:18

Show Notes: https://twitter.com/charliebil.../status/1785442300186763671? https://www.wsj.com/.../housing-affordability-taxes... https://www.wsj.com/.../iphone-stolen-device-protection... https://twitter.com/lisaabramo.../status/1787605462759739600 https://twitter.com/BruceZaro/status/1788299562266108300 https://twitter.com/KevRGordon/status/178824…

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The Independent Advisors Podcast Episode 250: Finding The Story Behind The Numbers with Special Guest, Callie Cox! 41:21

11M ago41:21

41:21

Show Notes: The Independent Advisors podcast welcomed market strategist Callie Cox to discuss year-to-date market performance and her background in finance journalism. Callie emphasized storytelling through data analysis and key themes investors should monitor: income, assets, debt, and considering inflation's impact beyond headline numbers. Callie…

1
The Independent Advisors Podcast Episode 249: Pain in the gains. 48:27

11M ago48:27

48:27

Show Notes: • Blog post from Ryan Detrick “Volatility is the Toll We Pay to Invest” • Article by Melanie Waddell of Think Advisor “T+1 starts in May. Are you ready?" • Tweet from Matthew Miskin, Co-Chief Investment Strategist at JH Investments • Article from Bloomberg on Diverging Opinions on another Pullback…

1
The Independent Advisors Podcast Episode 248: April Showers Bring... 34:54

11M ago34:54

34:54

Show Notes: https://twitter.com/AndrewThrasher/status/1778057693908910553? https://www.cnbc.com/2023/11/14/these-behavioral-traits-lead-to-greater-retirement-savings-study-finds.html? https://parentdata.org/theres-no-secret-option-c/โดย Mark McEvily

1
The Independent Advisors Podcast Episode 247: Health and Happiness After Retirement 31:08

12M ago31:08

31:08

Show Notes: https://twitter.com/charliebilello/status/1776007989863817612? https://twitter.com/TimmerFidelity/status/1775158918307512762? https://www.thinkadvisor.com/2024/03/13/a-third-of-americans-are-not-happier-in-retirement-study/โดย Mark McEvily

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The Independent Advisors Podcast Episode 246: How To Anticipate A Correction: DON"T. 32:40

12M ago32:40

32:40

Show Notes: Jessup Wealth Management https://twitter.com/Todd_Sohn/status/1772607791217135725? https://www.carsongroup.com/.../why-a-strong-start-to.../? https://twitter.com/jasongoepfert/status/1772252026165977279? https://www.wsj.com/.../realtors-settlement-change-buy...โดย Mark McEvily

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The Independent Advisors Podcast Episode 245: Mistake You Don't Have to Make 45:42

12M ago45:42

45:42

Show Notes: Blog by Ryan Detrick “16 Charts to know this election year”. - https://www.carsongroup.com/insights/blog/16-charts-and-tables-to-know-this-election-year/? Blog by Darius Foroux “25 investing mistakes I made that you can easily avoid” - https://dariusforoux.com/investing-mistakes/? Article by Allison Schrager - Why 401k’s may be going aw…

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