Saving Yourself From Wall Street

Saving Yourself From Wall Street
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Welcome to Saving Yourself from Wall Street. We are glad you are here, and we hope to guide you past Wall Street's sales tactics, high costs, and conflicted advice so you can master your financial life.

  1. OCT 23

    Lauretta (Retz) Reeves, CFA, International Equity Portfolio Manager at Bastion Fiduciary discusses her investment philosophy.

    In this episode of Saving Yourself from Wall Street, Kirk talks with Lauretta (Retz) Reeves, CFA. Retz is the International Equity Portfolio Manager and a Wealth Management Advisor at Bastion Fiduciary. Kirk and Retz discuss her extremely interesting background and her investment philosophy. #kirkkinder #savingyourselffromwallstreet #bastionfinancial #certifiedfinancialplanner #certifiedfinancialplanning #financialplanning #personalfinance #familyfinance #cfp #LaurettaReeves #RetzReeves #CharteredFinancialAnalyst #InternationalEquity #CFASociety #SirJohnTempleton

    23 min

  2. OCT 16

    Is It Time To Invest In Gold, Silver, and Mining?

    In this episode of Saving Yourself from Wall Street, Kirk discusses the current booming gold, silver, and mining sectors and whether you should look to invest, or steer clear. #kirkkinder #savingyourselffromwallstreet #bastionfinancial #certifiedfinancialplanner #certifiedfinancialplanning #financialplanning #personalfinance #familyfinance #cfp #gold #goldinvesting #silver #silverinvesting #mining #mininginvesting

    25 min

  3. AUG 13

    Kevin Carter of EMQQ Global Discusses Emerging Market Opportunities

    In this episode of Saving Yourself from Wall Street, we are talking to Kevin Carter, the Founder and Chief Investment Officer of EMQQ Global. Kevin worked with Burton Malkiel of "Random Walk Down Wall Street" fame to develop some unique ETFs targeting emerging markets. In this interview, we review the dynamics of emerging markets and take a deep dive into Kevin's ETF focused on India. It is the India Internet Index (Ticker: INQQ). To find out more about EMQQ Global, the India Internet Index, and Kevin Carter, please visit EMQQglobal.com, or you can find Kevin Carter on LinkedIn, https://www.linkedin.com/in/thekevintcarter/. #kirkkinder #certifiedfinancialplanner #personalfinance #familyfinance #cfp #financialplanning #syfws #savingyourselffromwallstreet #bastionfiduciary #kevincarter #emqqglobal #inqq #emergingmarkets

    32 min

  4. JUL 30

    Wall Street Guru Discusses Bonds, Stocks, Government Debt, and Where to Invest

    In this episode of Coffee with Kirk, we review a recent Bloomberg presentation featuring Jeff Gundlach, the bond King of DoubleLine Funds. Gundlach addresses numerous topics, but one of the key voices on Wall Street talks about how to invest now. We throw our two cents in there as well, but in no way do we think we are anywhere near as smart as Gundlach. #kirkkinder#certifiedfinancialplanner#personalfinance#familyfinance#cfp#financialplanning #syfws#savingyourselffromwallstreet#bastionfiduciary#jeffgundlach#doublelinecapital#bondking#bloomberg

    46 min

  5. 02/27/2023

    Interview With Brad Gortno, Founder and President of iCLAT Solutions, LLC.

    In today's episode of Saving Yourself From Wall Street, we will discuss a strategy that can help you save thousands of dollars in taxes called a Reversionary Charitable Lead Trust. We have Brad Gornto with us, who has practiced law in Florida for over 21 years in complex estate and charitable planning, business law, probate, trust administration, and income tax planning. In addition to his law practice, Brad is also the Founder and President of iCLAT Solutions LLC which specializes in the design, drafting, and consulting services of Reversionary Charitable Lead Trusts.

    1h 2m

  6. 02/20/2023

    Interview With Kevin Carter, Founder and Chief Investment Officer of EMQQ Global

    In this episode of Saving Yourself From Wall Street, we talk with Kevin Carter, the Founder and Chief Investment Officer of EMQQ Global.  We discuss the macro-backdrop for EMQQ's Emerging Market funds and how Emerging and Frontier Markets may be a timely investment right now for long-term investors.

    1h 18m

  7. 02/06/2023

    Interview with Cale Smith of Islamorada Investment Management

    In this episode of the Saving Yourself from Wall Street podcast, we talk to Cale Smith, the founder and managing partner of Islamorada Investment Management, where he also manages a fund called the Tarpon Folio. From this episode, you will get a good understanding of the oil and energy sector and if there is still any upside opportunity, as well as U.S. capital expenditures in the oil sector and how those will play out going forward.

    1h 42m

  8. 10/06/2022

    Interview with Darren Schuringa of Asymmetric ETFs

    In this episode of the Saving Yourself from Wall Street podcast, we talk to Darren Schuringa of Asymmetric ETFs. Darren manages a unique ETF that can actually short the S&P 500 when its price and volatility metrics dictate. This ETF offering allows investors to realize the market’s upside while protecting their principal when the market declines substantially. Darren explains how Asymetric ETFs can lower the risk while improving portfolio performance.

    27 min
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About

Welcome to Saving Yourself from Wall Street. We are glad you are here, and we hope to guide you past Wall Street's sales tactics, high costs, and conflicted advice so you can master your financial life.

Information

  • Creator
    Saving Yourself From Wall Street
  • Years Active
    2022 - 2025
  • Episodes
    44
  • Rating
    Clean
  • Copyright
    © Saving Yourself From Wall Street
  • Show Website
    Saving Yourself From Wall Street