9 episodes
Financial Fly By Patrick White, EA & Brian Pelling, CFA
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- Business
Patrick White and Brian Pelling introduce John White & Co to podcasting
It's like the Joe Rogan Elon Musk podcast, but more entertaining...it's rumored to be like seeing the Grand Canyon for the first time. I imagine it will only get better, but it's hard to imagine that.
Securities, advisory services and insurance products are offered through Gĕneos Wealth Management Inc. member FINRA/SIPC
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Recent Chief Economist Presentation Discussed - Tax Rates, Tariffs, GDP Growth
Recent Chief Economist Presentation Discussed - Tax Rates, Tariffs, GDP Growth by Patrick White, EA & Brian Pelling, CFA
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How to handle Market Downturns for Clients / How much cash is enough
Brian Pelling & Patrick White discuss how they handle market downturns / volatility for clients. How they differ from hedge funds / robo advisors? What is our overall goal for client portfolios?
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Podcast 7 - New Years Resolutions - Creating A Budget
Creating a Budget. Thoughts on overspending during the Holidays and thinking about ways to adjust going forward.
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Market Update- Antifragile & Forest Fires
12/14/18 Market Update: Antifragile
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Market Update, Structuring The Purchase Of A Business, Structuring Retirement Plans
Market Update, Structuring the purchase / sale of a business, and options with retirement plans
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Sector Rotation - Low Volatility Holdings & Market Perspective
Are you not entertained?