An Investment Podcast

The Adviser You Can Talk To

Introducing Tim Clift

In our latest podcast, Adviser’s new chief investment officer, Tim Clift, sat down with Portfolio Manager Jeff DeMaso to discuss what trends Tim is seeing in the markets as we emerge from the bear cave of 2022, including the return of bonds, the resurgence of global equities and the role alternatives can …

[We may not see] huge double-digit returns in traditional asset classes over the next decade because we’ve had such a long run-up in a bull market…so you need to start thinking, ‘How can I diversify my portfolio a little bit more?'

Tim Clift

Chief Investment Officer

The One Number You Need

From smart watches that monitor our sleep to apps that track our spending and whereabouts, it can sometimes seem like there isn’t a single second of our day that is left unexamined. Often, though, we end up floundering in that sea of data when it comes time to make a decision, especially …

Streamlining Your Assets

Life happens. You switch jobs, sell an old house, get hitched…and at each step along the way, your finances get a little more complicated, with new retirement plans, bank accounts and investment opportunities. Sometimes keeping it simple can make managing your finances a lot easier on you—and benefit your bottom line. In …

Leveraging Your Debts

Debt is bad, right? Not quite. Deployed at the right time and under the right terms, debt can be a powerful tool to smooth the ups and downs in your income stream and allow you to meet immediate needs while still building your wealth. In this episode, Andrew and Mike discuss how …

Inherited IRAs: What You Need To Know

IRAs are one of the best tools we have for both saving for your retirement and passing wealth on to your heirs. But maximizing the value of an inherited IRA—and avoiding the snares of the IRS—requires some know-how. Rules have changed in recent years, and Cathy Lee and Andrew Busa are here …

Fighting Inflation With Dividends

How do you turn your portfolio into a paycheck? That’s the question most retirees face, and dividends can be an important part of the answer. Charlie, Steve and Andrew talk about the challenges of generating a stable, income-producing portfolio in an inflationary environment and how you can manage those challenges, including:

Special Report

Social Security's Role in Your Retirement

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Making the Most of Life Insurance

A successful financial plan is all about managing risk—especially planning for worst case scenarios. And what could be worse than the possibility that you won't be there to care for the people that need you most? In this episode, planners Andrew Busa and Adrian Baldeon discuss the ins and outs of life …

Cash Is Back—How Can You Make the Most of It?

Zero, or near enough. That’s how much you could expect to earn on your cash holdings for a decade-plus since the Great Financial Crisis. But now, with interest rates on the rise, cash is back—to earning. In this episode, Chairman Dan Wiener is joined by Jeff DeMaso and Andrew Busa to discuss …

When, Why and How To Use Employee Stock Purchase Plans

Stock options can be a great wealth-building tool—but only if they’re used right. In this, our third episode to tackle the intricacies of maximizing your options, Andrew Busa and Michael Dillaire discuss employee stock purchase plans (ESPPs). Topics include:
  • How, when and how much you can purchase through an ESPP
  • How …

Keeping Credit on Your Side

Credit cards are ubiquitous. But they can also be pernicious. Even financially savvy consumers can find themselves tripped up by some of the terms and jargon. Luckily, financial planners Andrew Busa and Michael Dillaire are here to help. In this episode, they demystify the impact of revolving debt on your financial plan, …

How Early Can You Retire?

Packing it in at 65 with a gold watch was once the stereotypical model for retirement. But times have changed, career paths have changed, and for a new generation, retirement planning is changing too. This week, Andrew Busa and Sophie Benander discuss the dream of achieving financial independence and retiring early—aka FIRE, …

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Financial Planning: Securing Your Future

Helping You Answer and Prepare For Life’s Big Questions

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5 Questions to Ask Your Accountant

April 15 may well be a day of dread for most Americans. Working with an experienced accountant can help a lot. But how do you know when you’ve found the right fit? In this episode, David, Kari and Patrick walk you through some key things to consider when selecting an accountant, including: …

Retirement Spending Rules of the Road

When it comes to retirement planning, there is no shortage of tips, tricks and “top 5” lists meant to help you decide whether you’re ready. But which ones have a grain of truth and which can you safely ignore? In this episode, Andrew Busa and Diana Linn talk through popular retirement planning …