9 episódios

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

Financial Fly By Patrick White, EA & Brian Pelling, CFA

    • Negócios

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

    Recent Chief Economist Presentation Discussed - Tax Rates, Tariffs, GDP Growth

    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

    • 13 min
    How to handle Market Downturns for Clients / How much cash is enough

    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?

    • 14 min
    Podcast 7 - New Years Resolutions - Creating A Budget

    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.

    • 8 min
    Market Update- Antifragile & Forest Fires

    Market Update- Antifragile & Forest Fires

    12/14/18 Market Update: Antifragile

    • 9 min
    Market Update, Structuring The Purchase Of A Business, Structuring Retirement Plans

    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

    • 17 min
    Sector Rotation - Low Volatility Holdings & Market Perspective

    Sector Rotation - Low Volatility Holdings & Market Perspective

    Are you not entertained?

    • 19 min

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