300 episodes

SA For FAs delivers information and analysis that will help Financial Advisors throughout their day. The podcast, hosted by Seeking Alpha editor Gil Weinreich, addresses issues of current interest to Financial Advisors and active investors, including macro analysis of current issues affecting markets; retirement planning; and asset allocation strategy.

SA For FAs Seeking Alpha

    • Investing
    • 4.7, 59 Ratings

SA For FAs delivers information and analysis that will help Financial Advisors throughout their day. The podcast, hosted by Seeking Alpha editor Gil Weinreich, addresses issues of current interest to Financial Advisors and active investors, including macro analysis of current issues affecting markets; retirement planning; and asset allocation strategy.

    Retirement Advisor: When Is Enough Enough?

    Retirement Advisor: When Is Enough Enough?

    A slogan in retirement investing holds that investors who reach a certain level of success are free to reduce risk. This podcast (7:09) suggests that this idea merits quantitative definition and practical implementation, to ensure that future retirees do not face the same sense of impoverishment as the Class of 2020, who have seen their portfolios plunge at the time their retirement has required portfolio withdrawals.

    • 7 min
    The Asset Allocator: An Outside Perspective

    The Asset Allocator: An Outside Perspective

    The advantage of financial advice is the outsider’s perspective, which is the reason so many professional fields of counseling, coaching and training continue to expand. This podcast (6:02) argues that just as a prisoner cannot free himself, so too it is the outsider that can provide the discipline or the method to get the person to make progress in the area of life he or she is challenged by.

    • 6 min
    The Asset Allocator: 3 Planning Strategies For Times Of Crisis

    The Asset Allocator: 3 Planning Strategies For Times Of Crisis

    Harbor Crest Wealth Advisors’ Mike Hennessy discusses Roth conversions, gifting strategies and qualified HAS funding distribution, planning strategies of particular value in 2020. This podcast (9:02) suggests there are creative planning strategies advisors can employ to help clients during these uniquely challenging times.

    • 9 min
    Retirement Advisor: A PSA For The Financially Distracted

    Retirement Advisor: A PSA For The Financially Distracted

    A public service announcement meant to educate the public on the dangers of texting and driving reminds us that that all forms of distractedness, including financial, are dangerous.

    This podcast (6:56) suggests that financial advisors have a public-service role to play when the fact that financial calamity happens to 50 percent of retirees doesn’t impact the behavior of the distracted masses fumbling their finances.

    • 6 min
    The Asset Allocator: What Advisors Need To Know About The Mortgage Market

    The Asset Allocator: What Advisors Need To Know About The Mortgage Market

    Harbor Crest Wealth Advisors’ Mike Hennessy provides a big-picture view of the mortgage market’s interaction with Fed funds and the 10-year Treasury. This podcast (6:22) explains the host of factors influencing mortgage rates, including the surprising reason his own refi effort fell apart.

    • 6 min
    The Asset Allocator: Magnifying Volatility

    The Asset Allocator: Magnifying Volatility

    Harbor Crest Wealth Advisors’ Mike Hennessy discusses a trade that lost nearly two decades of performance in March, and claimed the lives of two hedge funds. This podcast (6:36) suggests that clients holding alternative investments or structured notes are likely already exposed to complex derivative strategies, and that advisors should therefore know about the workings of trades like variance swaps that can magnify an already volatile environment.

    • 6 min

Customer Reviews

4.7 out of 5
59 Ratings

59 Ratings

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DNot ,

Concise, intelligent, and directly to the point

Gil Weinreich is consistently helpful and direct with advice for financial advisors. And with very short daily recordings, if you want to improve you business and your life, you can't find a better way to spend 6-12 minutes. Thank you Gil!

BCLowrey ,

Great actionable advice

I've been listening to the Asset Allocator and Retirement Advisor for about a year and Gil's style is direct and thoughtful. I listen to these episodes driving to work and it's a great way to get my mind focuses on what matters.

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