Adventures in Wealth Management

Adventures in Wealth Management

Por: Thomas Kavanagh
Examining the ideas, techniques, and tools of wealth management to help you on your personal finance journey. Interviews with experts and exploring finance topics from different angles.
51 episodios disponibles

Latest episodes of the podcast Adventures in Wealth Management

Ross Mayfield joins to talk 2026 and how what the first 5 trading days can mean for the rest of the year. 08/01/2026
1-2-3 Podcast - A 'moderate' Millionaire is still a millionaire... what happens when you need to take $ out of IRA, Rotation in the mkt?! 18/12/2025
1-2-3 Roths are coming up in convos, Investing at all time highs, cycle of bull markets 14/10/2025
What is up with the Big Beautiful Bill? 28/08/2025
Stats around having a financial plan (vs not), how to be bullish, Investing at all time highs 14/07/2025
How I invest my money, Social Security fears increasing and market vol. 03/04/2025
Mkt volatility from the beach and don't let the media ruin your 401k 26/03/2025
We talk with Ross Mayfield about Donor Advised Funds, Mkt trends and seasonality, attention and investing 26/02/2025
What Jerry Jones taught us about financial planning, January Barometer, why it's hard to figure out when to invest cash. 15/01/2025
$500k = happiness? , if you're on the financial extremes you might need a financial plan (yolo vs fire) and trends going into and post election. 12/12/2024
Mkts up ~30% ... what's next?, Planning thoughts for 2025 Taxes, Trends into elections 21/11/2024
Inherited an IRA…now what? What looking at 29,000+stocks over 100 years teaches you. Getting that first $100,000. 16/10/2024
Millennials are pulling ahead, staying the course and drawdowns. 10/09/2024
Direct Indexing and Frech Drains, Mkt Update, Seasonality of markets 15/08/2024
What Rodger Federer taught us about investing, some quick budget thoughts post grad, market update 27/06/2024
What to expect from Financial Plan, Don't overthink a bull mkt, Joys of compoudning 10/06/2024
What happens when you inherit an IRA? The Economy isn't the Stock Market. Where people get their financial advice from matters! 23/05/2024
What Americans think they need to retire, seasonality of the markets, why Charles likes to look at charts 26/04/2024
Tax refunds and bills, what has happened when the mkt is up 27% in 5 months, don't forget about your yielding CDs! 04/04/2024
Roth account basics, is the market narrow?, why is there so much hate for 401ks? 11/03/2024
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