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Channel • 4 Shows

Management

Management

Updated 4 days ago
Management

Management

Updated 10/07/2025
Investing

Investing

Updated 22 Jan
Investing

Investing

Updated weekly

14/01/2025

Episode 25 - Did the Market Misjudge Inflation?

In this episode, Chris Versace and Lindsey Bell discuss inflation expectations and market impact, the economic fallout of California wildfires, and preview December quarter earnings with a focus on major banks like JP Morgan and Bank of America. Don’t miss their insights! The What Does It Mean? podcast cuts through the noise to lay out what matters most for the stock market, the economy, and your personal finances. Each week, we break down the latest trends, explain the headlines, and help you understand how they affect your money in a clear, no-nonsense way. Chris Versace TheStreet Pro PortfolioThematic Signals@ChrisJVersaceLinkedIn Lindsey Bell The ShiftTedx Talk@JustLBellLinkedIn

14/01/2025

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21 min
10/07/2025

Episode 15 - Fight Club at 55: Generation X Advisors and the Midlife Sucker Punch

Tom West is a Senior Partner with Signature Estate & Investment Advisors, LLC, providing personalized financial planning and investment services to families in the Washington DC metro area. Suzanne Schmitt is a financial wellness expert with nearly two decades of industry experience in consumer insights, product development and positioning, and marketing and market enablement in financial services. In this episode of The Family Financial Conversation, Tom and Suzanne turn the spotlight on Generation X advisors, exploring the unique pressures and possibilities facing professionals in this overlooked cohort. Drawing from personal experience and industry observations, they unpack how Gen X advisors—many now in their 50s—are grappling with the “midlife sucker punch”: career transitions, technological shifts, sandwich generation pressures, and self-funded futures. From healthcare costs to student debt, this generation has been shaped by financial shocks and institutional shifts, and their clients often mirror those same challenges. The conversation touches on the distinct value Gen X advisors bring to the table—from their adaptability and critical thinking to their ability to “speak Boomer” and guide meaningful family conversations about trade-offs and legacy planning. As institutions embrace AI-driven solutions, Tom and Suzanne call on Gen X advisors to stay involved, not just to survive but to lead. They close by teasing their next project, Longevity Strategists, which will focus on equipping advisors—especially those in Gen X—with the tools and frameworks needed to help clients age well, live independently longer, and make confident decisions in uncertain times. Resources: Signature Estate & Investment Advisors, LLC.

10/07/2025

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15 min
19/03/2025

Episode 11 - Turn That Frown Upside-Down: Counterfactual Framing for Financial Advisors

Tom West is a Senior Partner with Signature Estate & Investment Advisors, LLC, providing personalized financial planning and investment services to families in the Washington DC metro area. Suzanne Schmitt is a financial wellness expert with nearly two decades of industry experience in consumer insights, product development and positioning, and marketing and market enablement in financial services. In today’s episode, Tom and Suzanne explore how financial advisors can use anticipatory regret to guide clients toward better decision-making. They discuss counterfactual framing—helping clients visualize negative future outcomes and work backward to prevent them. Key insights include the impact of forced choices, the importance of regular reflection points, and how embracing past regrets can lead to smarter financial planning. Advisors will learn strategies to help clients act before reaching a point of no return. Tune in for expert insights on how psychology can drive better financial outcomes. Resources: Signature Estate & Investment Advisors, LLC.

19/03/2025

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27 min
24/09/2024

Why The Buzz? | The Healthcare AI Disruptor You Haven't Heard of

In this episode, Chris Versace, Bob Lang, and Lindsey Bell engage with Healwell AI's Chairman Hamed Shahbazi and CEO Dr. Alexander Dobranowski. The discussion delves into how Healwell AI leverages artificial intelligence and data science to disrupt and improve the healthcare industry. With a mission to enhance patient outcomes and streamline operations, Healwell AI is poised to transform the future of healthcare. The What Does It Mean? podcast cuts through the noise to lay out what matters most for the stock market, the economy, and your personal finances. Each week, we break down the latest trends, explain the headlines, and help you understand how they affect your money in a clear, no-nonsense way. Why The Buzz? is our exciting sub-series where we invite guests from all corners of finance and business to share their unique perspectives, fresh ideas, and expert insights.

24/09/2024

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48 min
18/12/2024

Episode 23 - Can Trump's "Art of the Country" Deliver Results?

In this episode, Chris Versace welcomes guest co-host J.D. Durkin, host of ‘Common Threads’, an online political debate show. Durkin brings valuable insights into understanding the November retail sales and what to expect from the Fed's policies. They also discuss the transition from President-elect Trump to President Trump, focusing on political and economic implications, including tariffs and budget reconciliation. The What Does It Mean? podcast cuts through the noise to lay out what matters most for the stock market, the economy, and your personal finances. Each week, we break down the latest trends, explain the headlines, and help you understand how they affect your money in a clear, no-nonsense way. J.D. Durkin ‘Common Threads’ political debate showInstagramX Chris Versace TheStreet Pro PortfolioThematic Signals@ChrisJVersaceLinkedIn Lindsey Bell The ShiftTedx Talk@JustLBellLinkedIn

18/12/2024

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33 min
30/10/2024

Episode 16 - Ignore the Election: Why Staying Invested Matters

In this episode, our hosts have a special conversation with Mark Malek, CIO at Siebert, just days before the 2024 presidential election. Mark discusses the firm's strategies in preparing for the election, the impact of big tech earnings, potential changes in tax policies, and market volatility. As they dive deep into the probable outcomes of the election and its effects on the market, the conversation offers valuable insights for investors navigating this volatile period. The What Does It Mean? podcast cuts through the noise to lay out what matters most for the stock market, the economy, and your personal finances. Each week, we break down the latest trends, explain the headlines, and help you understand how they affect your money in a clear, no-nonsense way. Chris Versace TheStreet Pro PortfolioThematic Signals@ChrisJVersaceLinkedIn Bob Lang Explosive OptionsTheStreet@Aztecs99LinkedIn Lindsey Bell The ShiftTedx Talk@JustLBellLinkedIn

30/10/2024

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46 min
26/11/2024

Episode 20 - Top 3 Retail Predictions for the 2024 Holiday Season

In this Thanksgiving edition of What Does it Mean?, hosts Lindsey Bell, Chris Versace, and Bob Lang share their analysis of recent retailer earnings, highlighting the mixed performance across companies like Walmart, Target, and Dick's Sporting Goods. The hosts discuss consumer shopping trends, such as the rise of digital and mobile purchases, and make predictions for the holiday season focused on the impact of AI, promotional activities, and online shopping dominance. The What Does It Mean? podcast cuts through the noise to lay out what matters most for the stock market, the economy, and your personal finances. Each week, we break down the latest trends, explain the headlines, and help you understand how they affect your money in a clear, no-nonsense way. Chris Versace TheStreet Pro PortfolioThematic Signals@ChrisJVersaceLinkedIn Bob Lang Explosive OptionsTheStreet@Aztecs99LinkedIn Lindsey Bell The ShiftTedx Talk@JustLBellLinkedIn

26/11/2024

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31 min
31/07/2024

Episode 3 – The Mismanagement of Corporate Profits

In this episode, hosts Lindsey Bell and Bob Lang dive into a range of topics including the ongoing Olympic Games, market volatility, and consumer spending trends. The hosts also scrutinize the economic data and upcoming events like the jobs report, providing insights into what these trends mean for investors. The What Does It Mean? podcast sifts through the noise to break down only the most important stuff impacting the stock market, the economy and your money this week. Chris, Bob, Lindsey and their guests give their (often) varying perspectives. Every episode ends with a lesson learned and how it applies to your money. Resources and References: Flavor Flav and US Water Polo Captain Maggie Steffens Team Up Sahm Rule Unemployment RateMcDonald’s Earnings Transcript Chipotle Earnings Domino’s Earnings The Fed’s Dual Mandate Atlanta Fed GDP Now Estimate for Q3Volatility FuturesGDP 2nd Quarter Chris Versace TheStreet Pro Portfolio Thematic Signals @ChrisJVersace LinkedIn Bob Lang Explosive Options TheStreet @Aztecs99 LinkedIn Lindsey Bell The Shift Tedx Talk @JustLBell LinkedIn

31/07/2024

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46 min
14/08/2024

Episode 5 - Does Anyone Hear the Consumer?

In this episode, Chris, Bob, and Lindsey delve into the current state of the markets, economy, and Federal Reserve actions. They discuss key economic indicators such as inflation data, retail earnings, and consumer spending trends, and their implications for future decision-making. The What Does It Mean? podcast sifts through the noise to break down only the most important stuff impacting the stock market, the economy and your money this week. Chris, Bob, Lindsey and their guests give their (often) varying perspectives. Every episode ends with a lesson learned and how it applies to your money. Resources and References: Atlanta Fed GDPNow Bank of America CEO Brian Moynihan on "Face the Nation with Margaret Brennan" Consumer Expectations from the New York Fed CME Fed Funds Futures Detrick of Carson Group on stock performance in lame duck election years Federal Reserve Bank of New York - Medium-Term Inflation Expectations Decline; Short and Longer-Term Inflation Expectations Unchanged Higher Perception of Inflation Drives Paycheck-to-Paycheck Consumers to Trade DownThe biggest data breaches in 2024: 1 billion stolen records and rising iShares Select Dividend ETF (DVY) Musk Blames Trump Spaces Interview Delay on Cyber Attack Producer Price Indexes - July 2024 Starbucks names Brian Niccol as Chairman and Chief Executive Officer Chris Versace TheStreet Pro Portfolio Thematic Signals @ChrisJVersace LinkedIn Bob Lang Explosive Options TheStreet @Aztecs99 LinkedIn Lindsey Bell The Shift Tedx Talk @JustLBell LinkedIn

14/08/2024

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43 min
07/10/2024

Economic Realities - Navigating Risk and Taming Inflation

In this episode, host Chris Battagia and Larry Kotlikoff provide a critical perspective on various aspects of financial planning, emphasizing the need for more realistic and economically sound approaches to planning for longevity and retirement. They also discussed: The importance of planning for longevity and the economic challenges it presents, emphasizing the need to plan for one's maximum age of life rather than just life expectancy.Critiques of the current state of the financial planning industry, highlighting its disconnection from economic theory and its tendency to recommend patently absurd financial behaviors.Parallels between the issues in personal financial planning and corporate pension and retirement planning. The use of averages in both personal financial planning and pension fund investments.The consequences of ignoring risk and the challenge of accurately accounting for inflation.The concept of upside investing, which involves a combination of safe assets and stock market investments, ensuring a floor for living standards and potential for upside growth.The role of the stock market in individual financial planning and the need for a balance between safety and growth.The relationship between fiscal policy, printing money, and potential inflation.

07/10/2024

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38 min

Advisorpedia produces content designed to help financial advisors be more successful in whichever way they define for themselves and their practices. Jump into one of our series to gain fresh perspectives and insights from the leading experts and thought leaders driving the financial industry forward.

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Advisorpedia

Top Shows

Episode 25 - Did the Market Misjudge Inflation?

Episode 15 - Fight Club at 55: Generation X Advisors and the Midlife Sucker Punch

Episode 11 - Turn That Frown Upside-Down: Counterfactual Framing for Financial Advisors

Why The Buzz? | The Healthcare AI Disruptor You Haven't Heard of

Episode 23 - Can Trump's "Art of the Country" Deliver Results?

Episode 16 - Ignore the Election: Why Staying Invested Matters

Episode 20 - Top 3 Retail Predictions for the 2024 Holiday Season

Episode 3 – The Mismanagement of Corporate Profits

Episode 5 - Does Anyone Hear the Consumer?

Economic Realities - Navigating Risk and Taming Inflation

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