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Copyright © 2018 ALM Media Properties, LLC. All Rights Reserved.
Welcome to ThinkAdvisor’s ThinkLeader podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We kick off these ThinkLeader podcasts with a six-part series, "The Strategy Inside Investing Strategies," where we dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.
Podcast
Ronald Pechtimaldjian | September 26, 2018
Dr. Ted Klontz, an associate professor at Creighton University and a financial savior of athletes and entertainers, like Wynnona Judd, explains the keys to keep investors from sabotaging their own wealth.
Podcast
Ronald Pechtimaldjian | September 12, 2018
Marguerita Cheng, CEO of Blue Ocean Global Wealth, weighs in on retirement income vs. assets; buying annuities; Social Security; and the situational benefits of reverse mortgages--yes, reverse mortgages.
Podcast
Ronald Pechtimaldjian | September 05, 2018
In part 2 of this episode we talk with Charles Adi of Blueprint360.
Podcast
Ronald Pechtimaldjian | August 22, 2018
What are the challenges advisors face in their businesses, from investing to compliance, and what are the biggest challenges in their practices?
Podcast
Ronald Pechtimaldjian | August 15, 2018
Susan Mooney, CIO at Prio Wealth, helps determine if the "New Normal," which was touted after the financial crisis as a forever-era of low rates and slow growth, is no longer new or normal.
Podcast
Ronald Pechtimaldjian | August 01, 2018
In this episode, we talk with Chuck Severson of Baird to search for sore points in the global economy that might make mid-cap investors flee for safe havens.
Podcast
Ronald Pechtimaldjian | July 24, 2018
These companies have enough risk to grow and enough heft to avoid meltdowns, but are there problems with mid-caps in this long bull market we're not seeing?
Copyright © 2018 ALM Media Properties, LLC. All Rights Reserved.
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