Sage Planning Solutions

Sage Planning Solutions
  • 5.0 (10)
  • INVESTING
  • UPDATED DAILY

Welcome to Sage Planning Solutions your go-to podcast for demystifying the complex world of financial markets, investing, and risk management. Join us as we embark on a journey to unravel the mysteries of financial planning. In each episode, our hosts will walk you through the intricacies of investing and share practical tips on risk management. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC

  1. 12/11/2025

    Market dynamics, real estate trends, and investment strategies with focus on global economic shifts and generational wealth transfer.

    In this episode, with Senior Portfolio Manager David Cox from Raymond James Ltd., we have a discussion about international conferences, market dynamics, real estate trends, and investment strategies with a focus on global economic shifts and generational wealth transfer.

    1h 10m

  2. 12/08/2025

    S&P 500 or S&P 7? Rethinking Diversification

    In this episode, I sit down once again with returning guest Portfolio Manager James Abate, one of our most requested voices on markets and macro trends. We dive straight into what’s shaping investor behavior heading into 2026 —starting with the MAG 7 and how its impact has turned the S&P 500 into an undiversified index.

    39 min

  3. 06/25/2025

    Noise & Knowledge: Bob Stein on Markets, Media & Global Issues

    What do tariffs, market valuations, and the GDP tell us about how markets move? In this high-voltage episode, our guest Bob Stein breaks down policy moves, volatility trends, and the truth behind media noise. We unpack why traditional news is keeping you misinformed, how U.S. consumers drive the global engine, and where America stands with its allies. No fluff. Just real talk on what actually movesmarkets. If you're tired of clickbait headlines and want to understand the real mechanics of global economics, this one's a must-listen.

    37 min

  4. 05/14/2025

    Keeping a Clear Mind Part 2

    This is Part Two of our conversation on market volatility from April 7th, 2025, and the emotional toll it can take on even the most seasoned investors. What a difference a month makes. In this episode, we revisit the questions we’ve been getting all week, dig deeper into the behavioral traps triggered by uncertainty, and discuss how to make decisions that serve your long-term strategy, not short-term fear. We also talk candidly about the importance of perspective: what’s noise, what matters, and how to distinguish the two in a landscape dominated by headlines and anxiety. As always, we’re here to be your sounding board. The best decisions come from calm, not chaos, and clarity is still within reach. Take a moment, tune in, and let’s keep moving forward—together.

    52 min

  5. 04/10/2025

    Keeping a clear mind in the middle of chaos.

    We recorded this on 04/07/2025 @9 PM PST. In this episode, we address the current volatility shaking the stock market—driven in part by ongoing tariffs and global economic uncertainty. Emotions are running high, and we’re hearing & reading investors make hysterical permanent decisions based on temporary market corrections. We talk through what’s really happening, why staying grounded matters more than ever, and how emotional reactions can derail long-term goals. Most importantly, we want our clients to know: we're here. This is a time for clarity, not confusion—and we’re keeping the lines of Verbal communication open. If you’re feeling overwhelmed or unsure, you’re not alone. Let’s Talk through it. Tune in and let’s take a deep breath together—because sometimes the best strategy is to stay calm, stay informed, and stay connected.

    44 min

  6. 01/21/2025

    Bob Stein - 2025 Outlook: Elections, Economy, and Global Risks.

    In this episode with Bob Stein, recorded in December 2024, we analyze the latest election results and their implications for policy shifts that could significantly impact economic growth and equity markets. We explore key legislative changes and their potential to shape the business landscape. Additionally, we unpack the top geopolitical risks dominating 2025, including tensions and alliances that could ripple through global markets. Finally, we address the United States' critical challenges this year, from economic headwinds to domestic and international uncertainties.

    36 min

  7. 01/14/2025

    Estate Essentials: Clearing the Confusion with Julie Ann Soward, ESQ. & LL.M – TAX

    In this episode, we welcome special guest Julie Ann Soward, a seasoned estate law and tax expert. Together, we dive into the critical yet often misunderstood world of estate planning. From uncovering common pitfalls to debunking misconceptions about probate and estates, this conversation is packed with valuable insights and practical advice. Whether you're just beginning to think about your estate or want to ensure your plans are rock-solid, this episode will help you navigate the process with confidence. Don't miss this essential guide to securing your legacy.

    40 min

  8. 01/03/2025

    Market Moves: A conversation with Portfolio Manager David Cox

    Podcast Description for Spotify: Join us for an insightful discussion with Portfolio Manager David Cox - CMT, CFA.“David Cox – CMT, CFA, Portfolio Manager at Financially INsync at Raymond James Ltd in Canada.  David is also licensed in the U.S. by FINRA”. We explore the dynamic world of financial markets. In this episode, we delve into the intricate interrelationships between stock market sectors, uncover the strategies behind technical analysis, and tackle the pervasive fear of missing out (FOMO). We also dive into the role of currencies, Bitcoin, and other cryptocurrencies, examine the impact of breaking news, and analyze macroeconomic trends using technical analysis. Whether you're a seasoned trader or a curious beginner, this conversation offers valuable perspectives to help you navigate the ever-changing market landscape.

    59 min
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Ratings & Reviews

5
out of 5
10 Ratings

About

Welcome to Sage Planning Solutions your go-to podcast for demystifying the complex world of financial markets, investing, and risk management. Join us as we embark on a journey to unravel the mysteries of financial planning. In each episode, our hosts will walk you through the intricacies of investing and share practical tips on risk management. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC

Information

  • Creator
    Sage Planning Solutions
  • Years Active
    2024 - 2025
  • Episodes
    24
  • Rating
    Clean
  • Copyright
    © Sage Planning Solutions
  • Show Website
    Sage Planning Solutions