Financial Fly By

Patrick White, EA & Brian Pelling, CFA
  • 5.0 (1)
  • 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

Episodes

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

    01/10/2019

    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

    14 min
  2. How to handle Market Downturns for Clients / How much cash is enough

    01/04/2019

    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
  3. Podcast 7 - New Years Resolutions - Creating A Budget

    12/31/2018

    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
  4. Market Update- Antifragile & Forest Fires

    12/14/2018

    Market Update- Antifragile & Forest Fires

    12/14/18 Market Update: Antifragile

    10 min
  5. Market Update, Structuring The Purchase Of A Business, Structuring Retirement Plans

    12/07/2018

    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

    18 min
  6. Sector Rotation - Low Volatility Holdings & Market Perspective

    11/30/2018

    Sector Rotation - Low Volatility Holdings & Market Perspective

    Are you not entertained?

    19 min
  7. Market Update - Mid Term Elections

    11/08/2018

    Market Update - Mid Term Elections

    Investment Update - Election Results - Tax Code

    13 min
  8. Introduction to John White & Co

    10/31/2018

    Introduction to John White & Co

    Intro to John White & Co, Patrick White provides a background on the firm and thoughts on the industry.

    14 min
  9. Having an Investment Process

    10/31/2018

    Having an Investment Process

    Brian Pelling discusses what to expect from the podcast, his investment process, where he thinks the industry has made some missteps, and lessons learned along the way.

    10 min
  • 9 Episodes

Ratings & Reviews

About

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

Information

  • Creator
    Patrick White, EA & Brian Pelling, CFA
  • Years Active
    2018 - 2019
  • Episodes
    9
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    Financial Fly By