On Target

Concentric Wealth Management
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On Target, hosted by Concentric Wealth Management, is a concise recap of the markets followed by us "taking aim" at a hot topic. Whether it’s technology, economics, geopolitics, leadership, or business, these are meant to be practical discussions. Occasionally, we’re joined by guests to bring additional perspective and real-world experience to the conversation. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Episodes

  1. Sep 24

    “AI Can’t Speak to a Regulator” | Jack Henry CEO Greg Adelson on how AI is Changing Banking

    Greg Adelson is Chief Executive Officer and President of Jack Henry & Associates, an S&P 500 financial technology company founded in 1976 and headquartered in Monett, Missouri. Jack Henry builds core processing, payments, and complementary technology for thousands of community and regional banks and credit unions, and builds roughly 98% of it in house. Adelson joined in 2011 to run the bill pay division, took over all payments three years later, became Chief Operating Officer in 2019, President in 2022, and CEO in 2024.  In this episode, the conversation with Adelson covers his path from an accounting role at Continental Airlines to the CEO seat, Jack Henry's culture record across 50 years and 51 acquisitions, an 80% remote workforce with 10.6-year average tenure, where AI is delivering real efficiency inside the company and where he believes the market has the timing wrong, the shifting relationship between fintechs and chartered institutions, and why he thinks banking is insulated from the disruption narrative reshaping other industries.    Important Disclosures:  Securities and advisory services are offered through LPL Financial, a registered investment advisor and member FINRA/SIPC.  The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations to any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making any decisions.  Any guests and their companies featured on this show are not affiliated with, or endorsed by, LPL Financial or Concentric Wealth Management unless otherwise noted.  Individual tax and legal matters should be discussed with your own qualified tax or legal professional.  Economic forecasts set forth may not develop as predicted, and there can be no guarantee that strategies promoted will be successful.    Performance referenced is historical, and there is no guarantee of future results.    Any indices mentioned are unmanaged and may not be invested into directly.    There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.    Purchase of certain securities may be required to affect some of the strategies. Investing involves risks, including possible loss of principal.

    “AI Can’t Speak to a Regulator” | Jack Henry CEO Greg Adelson on how AI is Changing Banking

  2. Aug 17

    Screens Distort: Eric Fine on Emerging Markets, Geopolitics, and Investing without Ideology

    🗓 Schedule a complimentary portfolio review  🔔 Subscribe to On Target for monthly macro insights and market updates    Matt sits down with Eric Fine, portfolio manager for VanEck's Active Emerging Markets Debt Strategy, for a conversation about geopolitics, global investing, and an unusually well-traveled life. Eric grew up the son of two US diplomats, helped build Russia's first clearing system, and was in Moscow during the 1993 counter-coup. He breaks down how he divides the world into blocs, why he thinks the dollar is sharing reserve status rather than losing it, and why ideology has no place in a portfolio. Plus a market recap covering inflation, the June jobs report, and the rotation out of AI names.    Important Disclosures:  Securities and advisory services are offered through LPL Financial, a registered investment advisor and member FINRA/SIPC.  The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations to any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making any decisions.  Any guests and their companies featured on this show are not affiliated with, or endorsed by, LPL Financial or Concentric Wealth Management unless otherwise noted.  Individual tax and legal matters should be discussed with your own qualified tax or legal professional.  Economic forecasts set forth may not develop as predicted, and there can be no guarantee that strategies promoted will be successful.    Performance referenced is historical, and there is no guarantee of future results.    Any indices mentioned are unmanaged and may not be invested into directly.    There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.    Purchase of certain securities may be required to affect some of the strategies. Investing involves risks, including possible loss of principal.

    Screens Distort: Eric Fine on Emerging Markets, Geopolitics, and Investing without Ideology

  3. Jun 26

    Saving Too Much, Saving Too Little: 5 Advisors on Getting it Right

    🗓 Schedule a complimentary portfolio review  🔔 Subscribe to On Target for monthly macro insights and market updates    What's on our advisors' minds right now? And what are they hearing from clients?  Our latest On Target episode is a candid look at both. Five Concentric advisors, one table, and the real conversations happening behind the scenes.  The team talks through the question almost everyone asks: how much is enough? The answer is harder to pin down than most people expect, and it has as much to do with how you plan to spend as how you plan to save. As one advisor put it, "There's always a plan to save, but rarely is there a plan to distribute."  From there the conversation covers why people underestimate what they spend, what the advisors tell clients who feel behind, the trusts that never get funded, and smarter ways to give.     This episode of On Target is hosted by Matthew Tarka, and features the advisors of Concentric Wealth Management, Molly Myers, Nick Groman, Tim Powell, and Dean Johns. -  Important Disclosures:  Securities and advisory services are offered through LPL Financial, a registered investment advisor and member FINRA/SIPC.  The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations to any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making any decisions.  Any guests and their companies featured on this show are not affiliated with, or endorsed by, LPL Financial or Concentric Wealth Management unless otherwise noted.  Individual tax and legal matters should be discussed with your own qualified tax or legal professional.  Economic forecasts set forth may not develop as predicted, and there can be no guarantee that strategies promoted will be successful.    Performance referenced is historical, and there is no guarantee of future results.    Any indices mentioned are unmanaged and may not be invested into directly.    There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.    Purchase of certain securities may be required to affect some of the strategies. Investing involves risks, including possible loss of principal.    -    Music licensed through Soundstripe.  Code: LNHIJRMBW4GVRBPD

    Saving Too Much, Saving Too Little: 5 Advisors on Getting it Right

  4. May 22

    Curiosity Is a Superpower | May Market Update with Patrick Burke

    🗓 Schedule a complimentary portfolio review  🔔 Subscribe to On Target for monthly macro insights and market updates    What does it actually take to build something that lasts? In Episode 2 of On Target, Matt Tarka sits down with Patrick Burke, CPA, Esq. — founder and owner of Burke CPAs & Advisors and Concentric Wealth Management — for a conversation spanning 50 years of entrepreneurship, intelligent risk-taking, and the mindset behind sustained growth.  Pat's sixth book, How to Be a Business Warrior, is hitting shelves this summer, and this episode pulls back the curtain on the philosophy behind it. From his $15,000 start with a two-page business plan to coaching CEOs across dozens of industries, Pat's perspective on what separates thriving entrepreneurs from the rest is as practical as it is hard-won.  The episode opens with a current markets update: inflation ticking up to 3.8% in April, a resilient consumer, Q1 GDP advancing at 2% annualized, and what the ongoing situation in the Strait of Hormuz means for energy prices, treasury yields, and the broader investment landscape.  -  Important Disclosures:  Securities and advisory services are offered through LPL Financial, a registered investment advisor and member FINRA/SIPC.  The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations to any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making any decisions.  Any guests and their companies featured on this show are not affiliated with, or endorsed by, LPL Financial or Concentric Wealth Management unless otherwise noted.  Individual tax and legal matters should be discussed with your own qualified tax or legal professional.  Economic forecasts set forth may not develop as predicted, and there can be no guarantee that strategies promoted will be successful.    Performance referenced is historical, and there is no guarantee of future results.    Any indices mentioned are unmanaged and may not be invested into directly.    There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.    Purchase of certain securities may be required to affect some of the strategies. Investing involves risks, including possible loss of principal.

    Curiosity Is a Superpower | May Market Update with Patrick Burke

  5. Mar 31

    Can Venezuela Solve the AI Energy Crisis? | March Market Update

    From market signals to machine intelligence to global power shifts, the inaugural episode of On Target dives straight into the forces shaping the investment landscape right now. In a fast-moving, insight-dense conversation, Matt Tarka connects the dots between economic data, the real implications of artificial intelligence, and an increasingly volatile geopolitical backdrop to frame not just what’s happening, but what it means for markets in the weeks and months ahead.  Key Topics Covered:  Market & Economic Outlook: Recent data releases and their implications for current market conditions, along with an interpretation of broader macroeconomic trends and prevailing investor sentiment.  Artificial Intelligence (AI): A clear definition of what AI is—and is not—paired with how it is being evaluated through a productivity and economic lens and its potential forward-looking impact on markets and investment strategy.  Geopolitical Landscape: Key developments across regions, including China, Venezuela, Nigeria, and Iran, how geopolitical instability is influencing global markets, and expectations for how these dynamics may evolve in the near term.  Market Implications: An integrated view connecting macroeconomic, technological, and geopolitical forces into actionable market insights, alongside a forward-looking perspective on risks and opportunities.   -  Important Disclosures:  Securities and advisory services are offered through LPL Financial, a registered investment advisor and member FINRA/SIPC.  The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations to any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making any decisions.  Any guests and their companies featured on this show are not affiliated with, or endorsed by, LPL Financial or Concentric Wealth Management unless otherwise noted.  Individual tax and legal matters should be discussed with your own qualified tax or legal professional.  Economic forecasts set forth may not develop as predicted, and there can be no guarantee that strategies promoted will be successful.    Performance referenced is historical, and there is no guarantee of future results.    Any indices mentioned are unmanaged and may not be invested into directly.    There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.    Purchase of certain securities may be required to affect some of the strategies. Investing involves risks, including possible loss of principal.

    Can Venezuela Solve the AI Energy Crisis? | March Market Update
  • 5 Episodes

About

On Target, hosted by Concentric Wealth Management, is a concise recap of the markets followed by us "taking aim" at a hot topic. Whether it’s technology, economics, geopolitics, leadership, or business, these are meant to be practical discussions. Occasionally, we’re joined by guests to bring additional perspective and real-world experience to the conversation. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Information

  • Creator
    Concentric Wealth Management
  • Years Active
    2026
  • Episodes
    5
  • Rating
    Clean
  • Copyright
    © Concentric Wealth Management
  • Show Website
    On Target