7 episodes

What keeps you up at night? Preserving your wealth? Your family and your legacy? Investing responsibly? Leaving money on the table? Or not being up-to-date?

This podcast aims to cover all of that and more. With new interviews each week from members of our firm, host John McNertney brings to light what you are concerned with as a modern retiree in an ever-changing world.
For more information visit our website at polarisgreystone.com or reach out to us at podcast@polarisgreystone.com.

Disclosure:
Polaris Greystone Financial Group, LLC is a federally registered investment adviser. The information, statements and opinions expressed in this material are provided for general information only and are subject to change without notice. This material does not take into account your particular investment objectives, financial situation or needs, is not intended as a recommendation to purchase or sell any security, and is not intended as individual or specific advice. It should not be construed as investment, legal or tax advice. Polaris Greystone does not offer legal or tax advice. All information contained herein is believed to be accurate but accuracy cannot be guaranteed. Advisory services are only offered to clients or prospective clients where Polaris Greystone Financial Group, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Diversification does not assure a profit or protect against loss. Investing involves risk and possible loss of principal capital. No advice may be rendered by Polaris Greystone Financial Group, LLC unless a client service agreement is in place.

Wealth Polaris Greystone

    • Business
    • 5.0, 7 Ratings

What keeps you up at night? Preserving your wealth? Your family and your legacy? Investing responsibly? Leaving money on the table? Or not being up-to-date?

This podcast aims to cover all of that and more. With new interviews each week from members of our firm, host John McNertney brings to light what you are concerned with as a modern retiree in an ever-changing world.
For more information visit our website at polarisgreystone.com or reach out to us at podcast@polarisgreystone.com.

Disclosure:
Polaris Greystone Financial Group, LLC is a federally registered investment adviser. The information, statements and opinions expressed in this material are provided for general information only and are subject to change without notice. This material does not take into account your particular investment objectives, financial situation or needs, is not intended as a recommendation to purchase or sell any security, and is not intended as individual or specific advice. It should not be construed as investment, legal or tax advice. Polaris Greystone does not offer legal or tax advice. All information contained herein is believed to be accurate but accuracy cannot be guaranteed. Advisory services are only offered to clients or prospective clients where Polaris Greystone Financial Group, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Diversification does not assure a profit or protect against loss. Investing involves risk and possible loss of principal capital. No advice may be rendered by Polaris Greystone Financial Group, LLC unless a client service agreement is in place.

    Highly Appreciated Concentrated Stock Positions

    Highly Appreciated Concentrated Stock Positions

    Call it a genuine "first world problem"... You've managed your career, or your stock buying decisions perfectly and you're the proud owner of a very large investment position... If you decide to sell it, there will be a very large tax bill, right? As you might guess, there are a variety of ways to manage this situation. Jeff and I discuss this on today's podcast.

    Send topic suggestions or questions to podcast@polarisgreystone.com.

    After our show, if you want to learn more about our services as wealth advisors, read our education series, or set up a meeting we can be found on twitter, facebook, linkedin and on the web at polarisgreystone.com, lastly don’t forget to rate and subscribe on iTunes and Soundcloud.

    Music is credited to bensound from bensound.com

    Disclosure: Polaris Greystone Financial Group, LLC is a federally registered investment adviser. The information, statements and opinions expressed in this material are provided for general information only and are subject to change without notice. This material does not take into account your particular investment objectives, financial situation or needs, is not intended as a recommendation to purchase or sell any security, and is not intended as individual or specific advice. It should not be construed as investment, legal or tax advice. Polaris Greystone does not offer legal or tax advice. All information contained herein is believed to be accurate but accuracy cannot be guaranteed. Advisory services are only offered to clients or prospective clients where Polaris Greystone Financial Group, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Diversification does not assure a profit or protect against loss. Investing involves risk and possible loss of principal capital. No advice may be rendered by Polaris Greystone Financial Group, LLC unless a client service agreement is in place.

    • 30 min
    Financial Planning: How does is it all work?

    Financial Planning: How does is it all work?

    Jeff and John discuss the basics of financial planning. Why do we do it and what are the benefits, as well as some analogies to driving.

    Send topic suggestions or questions to podcast@polarisgreystone.com.

    After our show, if you want to learn more about our services as wealth advisors, read our education series, or set up a meeting we can be found on twitter, facebook, linkedin and on the web at polarisgreystone.com, lastly don’t forget to rate and subscribe on iTunes and Soundcloud.

    Music is credited to bensound from bensound.com

    Disclosure: Polaris Greystone Financial Group, LLC is a federally registered investment adviser. The information, statements and opinions expressed in this material are provided for general information only and are subject to change without notice. This material does not take into account your particular investment objectives, financial situation or needs, is not intended as a recommendation to purchase or sell any security, and is not intended as individual or specific advice. It should not be construed as investment, legal or tax advice. Polaris Greystone does not offer legal or tax advice. All information contained herein is believed to be accurate but accuracy cannot be guaranteed. Advisory services are only offered to clients or prospective clients where Polaris Greystone Financial Group, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Diversification does not assure a profit or protect against loss. Investing involves risk and possible loss of principal capital. No advice may be rendered by Polaris Greystone Financial Group, LLC unless a client service agreement is in place.

    • 28 min
    Bulls, Bears, and the other cliches you thought you knew - whats the deal?

    Bulls, Bears, and the other cliches you thought you knew - whats the deal?

    In a less serious podcast, Jeff and John discuss an array of financial cliches and discuss the meaning and relevance of each.

    Send topic suggestions or questions to podcast@polarisgreystone.com.

    After our show, if you want to learn more about our services as wealth advisors, read our education series, or set up a meeting we can be found on twitter, facebook, linkedin and on the web at polarisgreystone.com, lastly don’t forget to rate and subscribe on iTunes and Soundcloud.

    Music is credited to bensound from bensound.com

    Disclosure: Polaris Greystone Financial Group, LLC is a federally registered investment adviser. The information, statements and opinions expressed in this material are provided for general information only and are subject to change without notice. This material does not take into account your particular investment objectives, financial situation or needs, is not intended as a recommendation to purchase or sell any security, and is not intended as individual or specific advice. It should not be construed as investment, legal or tax advice. Polaris Greystone does not offer legal or tax advice. All information contained herein is believed to be accurate but accuracy cannot be guaranteed. Advisory services are only offered to clients or prospective clients where Polaris Greystone Financial Group, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Diversification does not assure a profit or protect against loss. Investing involves risk and possible loss of principal capital. No advice may be rendered by Polaris Greystone Financial Group, LLC unless a client service agreement is in place.

    • 24 min
    The Iran Nuclear Deal is history, what now?

    The Iran Nuclear Deal is history, what now?

    As we process the consequences of the Iran Nuclear deal, there is certainly a great deal to think about. Fortunately, we only focus on the financial and personal investment issues. Jeff & John discuss some of the consequences which occur to us immediately following the 5/8/2018 "No Deal" moment.

    Send topic suggestions or questions to podcast@polarisgreystone.com.

    After our show, if you want to learn more about our services as wealth advisors, read our education series, or set up a meeting we can be found on twitter, facebook, linkedin and on the web at polarisgreystone.com, lastly don’t forget to rate and subscribe on iTunes and Soundcloud.

    Music is credited to bensound from bensound.com

    Disclosure: Polaris Greystone Financial Group, LLC is a federally registered investment adviser. The information, statements and opinions expressed in this material are provided for general information only and are subject to change without notice. This material does not take into account your particular investment objectives, financial situation or needs, is not intended as a recommendation to purchase or sell any security, and is not intended as individual or specific advice. It should not be construed as investment, legal or tax advice. Polaris Greystone does not offer legal or tax advice. All information contained herein is believed to be accurate but accuracy cannot be guaranteed. Advisory services are only offered to clients or prospective clients where Polaris Greystone Financial Group, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Diversification does not assure a profit or protect against loss. Investing involves risk and possible loss of principal capital. No advice may be rendered by Polaris Greystone Financial Group, LLC unless a client service agreement is in place.

    • 18 min
    Sell In May, Go Away?

    Sell In May, Go Away?

    Jeff and John address the "Sell in May" effect.

    Send topic suggestions or questions to podcast@polarisgreystone.com.

    After our show, if you want to learn more about our services as wealth advisors, read our education series, or set up a meeting we can be found on twitter, facebook, linkedin and on the web at polarisgreystone.com, lastly don’t forget to rate and subscribe on iTunes and Soundcloud.

    Music is credited to bensound from bensound.com

    Disclosure: Polaris Greystone Financial Group, LLC is a federally registered investment adviser. The information, statements and opinions expressed in this material are provided for general information only and are subject to change without notice. This material does not take into account your particular investment objectives, financial situation or needs, is not intended as a recommendation to purchase or sell any security, and is not intended as individual or specific advice. It should not be construed as investment, legal or tax advice. Polaris Greystone does not offer legal or tax advice. All information contained herein is believed to be accurate but accuracy cannot be guaranteed. Advisory services are only offered to clients or prospective clients where Polaris Greystone Financial Group, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Diversification does not assure a profit or protect against loss. Investing involves risk and possible loss of principal capital. No advice may be rendered by Polaris Greystone Financial Group, LLC unless a client service agreement is in place.

    • 21 min
    10 Year Anniversary of the Financial Crisis

    10 Year Anniversary of the Financial Crisis

    With the Global Financial Crisis just 10 years in the past, what has changed? What hasn't? And have we really learned anything? Jeff and John discuss the past 10 years and reflect on some of the events of the day.

    Send topic suggestions or questions to podcast@polarisgreystone.com.

    After our show, if you want to learn more about our services as wealth advisors, read our education series, or set up a meeting we can be found on twitter, facebook, linkedin and on the web at polarisgreystone.com, lastly don’t forget to rate and subscribe on iTunes and Soundcloud.

    Music is credited to bensound from bensound.com

    Disclosure: Polaris Greystone Financial Group, LLC is a federally registered investment adviser. The information, statements and opinions expressed in this material are provided for general information only and are subject to change without notice. This material does not take into account your particular investment objectives, financial situation or needs, is not intended as a recommendation to purchase or sell any security, and is not intended as individual or specific advice. It should not be construed as investment, legal or tax advice. Polaris Greystone does not offer legal or tax advice. All information contained herein is believed to be accurate but accuracy cannot be guaranteed. Advisory services are only offered to clients or prospective clients where Polaris Greystone Financial Group, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Diversification does not assure a profit or protect against loss. Investing involves risk and possible loss of principal capital. No advice may be rendered by Polaris Greystone Financial Group, LLC unless a client service agreement is in place.

    • 28 min

Customer Reviews

5.0 out of 5
7 Ratings

7 Ratings

eeyespy ,

Great Contents!

Had the pleasure of meeting with John via telephone today. He was very helpful in describing the services that Polaris offers. Truly knowledgeable and truly cares about Polaris’ clients. Signed up for this podcast so I can continue to learn from him.
Thank you

Greatgrett89 ,

Great podcast!

Awesome! Short! Manages to make finance not boring

shnolan5 ,

informative and worth the listen!

I like how each episode is very, "to the point" and doesn't make finance boring!

Top Podcasts In Business