Long Story Short

Por: Burney Wealth Management
Long Story Short is a weekly financial planning and investing podcast from Burney Wealth Management.
Each week, your hosts Andy Pratt, CFA, CAIA and Adam Newman, CFA, CFP®, discuss the biggest questions they’re hearing from clients. They’ll occasionally bring in team members and interesting guests to discuss specialized topics like estate planning, business succession, and retirement income strategies.
Founded in 1974, The Burney Company is a fee-only investment advisory firm that manages $3 billion in assets. Learn more about comprehensive financial planning at burneywealth.com.
28 episodios disponibles

Latest episodes of the podcast Long Story Short

2025 Year in Review: International Stocks, Gold Rally & What Defined the Market 09/01/2026
2026 Market Outlook: Tax Changes, Bull Market History & What We're Watching 02/01/2026
Protecting Your Wealth: A Cybersecurity Guide with Max Alles 19/12/2025
Asset Allocation 101: Cash, Bonds, Stocks & Alternatives 12/12/2025
Required Minimum Distributions, The Fear & Greed Index, and Private Equity 05/12/2025
Wall Street Fear-Mongering, Bitcoin's Slide & The Bond Market Comebac 21/11/2025
Teaching Kids About Money, Social Security Strategies & Year-End Giving 14/11/2025
Term vs. Permanent Life Insurance and Why We're Not in a Bubble 07/11/2025
Index Funds and Retirement Spending Strategies 31/10/2025
Medicare Open Enrollment, RMD Strategies & the Mortgage Payoff Debate 24/10/2025
Market Volatility, the Truth About Stock Picking, and Retirement Spending 17/10/2025
Government Shutdowns, 401(k) Catch-Up Changes, and When Trusts Actually Make Sense 10/10/2025
The Psychology of Investing: Why We Make Bad Money Decisions 03/10/2025
Cash on the Sidelines Myth and Tax-Efficient ETF Conversions 26/09/2025
Fed Rate Cuts and Separating Headlines from Reality 19/09/2025
Over-Optimization Fatigue and Why the Buffett Indicator Might Be Wrong 12/09/2025
International Markets Surprise, Advanced Charitable Giving & HSA Strategies 05/09/2025
Why Annuities Usually Don't Make Sense and Market Reality Check 29/08/2025
YieldStreet Lessons and Retirement Withdrawal Strategies 22/08/2025
AI Investing Themes and Smart Gifting Strategies 20/08/2025
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