66 episodes

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast.

The Northbound Wealth Podcast Brent Foster

    • Business
    • 5.0 • 1 Rating

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast.

    The Northbound Wealth Podcast

    The Northbound Wealth Podcast

    The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast.  Brent has spent nearly two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.
    Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!
    This week's format:
    Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound WealthTechnical Analysis Spotlight - Brent Foster, CEO of Northbound Wealth and Stock earnings commentsThe Psychology of Love & MoneyImportant Tax Information for the Upcoming Filing Season, Reg Changes, and link to Secure Act 2.0 on my blog. Secure Act 2.0 Changes that Could Impact Your Finances in 2024
    Please subscribe by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player.  Check us out on YouTube.
    If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.
    Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

    • 31 min
    The Northbound Wealth Podcast

    The Northbound Wealth Podcast

    The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast.  Brent has spent nearly two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.
    Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!
    This week's format:
    Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound WealthTechnical Analysis Spotlight - Brent Foster, CEO of Northbound Wealth
    Please subscribe by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player.  Check us out on YouTube.
    If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.
    Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

    • 28 min
    The Northbound Wealth Podcast with Brent Foster

    The Northbound Wealth Podcast with Brent Foster

    The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent has spent the last 18+ years in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.
    Please join Brent as he shares his experience and knowledge about personal finance and Investing. Subscribe today!
    This week's format:
    Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEOMy annual "Thank You" and graditude to all the individuals that make up the institutions that make what I do for clients at Northbound Wealth possible. 
    My clients - You know who you are!Charles Schwab & CO.OrionForge TrustBlackInk ITSalesForce FSCFMG SuiteXYPN Planning NetworkSmart RIAMicrosoft - Office Suite
    Other Professionals in various fields such as Legal, Tax, Accounting, Research, and other services!  There are too many to list here! Thank you!!
    Final Segment: Technical Spotlight, Key Facts, some History, 2023 comments by Brent Foster of Northbound Wealth with source articles from Investopedia. 
    The S&P 500 (Average Returns, etc.)The Dow Jones Industrial AverageThe NASDAQ, NASDAQ Composite, and NASDAQ 100
    Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/
    If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact
    Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

    • 50 min
    The Northbound Wealth Podcast with Brent Foster

    The Northbound Wealth Podcast with Brent Foster

    The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent has spent the last 18+ years in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.
    Please join Brent as he shares his experience and knowledge about personal finance and Investing. Subscribe today!
    This week's format:
    Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO
    2024 Price Targets for the S&P 500
    FACTSET - Industry Analysts Predict The S&P 500 Will Close Above 5,000 in 2024 by John Butters, Sr. Earnings Analyst (12/8/2023) 
    Comments by Brent Foster, CEO of Northbound Wealth:  I apprecate the "Bottom-up vs. Top-Down" approach they take 
    Business Insider | Market Insider: "Here's a complete rundown of Wall Street's 2024 stock market predictions" by Matthew Fox (12/7/2023)
    Comments and opinions by Brent Foster, CEO of Northbound Wealth. 
    Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/
    If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact
    Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

    • 38 min
    The Northbound Wealth Podcast with Brent Foster

    The Northbound Wealth Podcast with Brent Foster

    The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent has spent the last 18+ years in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.
    Please join Brent as he shares his experience and knowledge about personal finance and Investing. Subscribe today!
    This week's format:
    Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEOI discuss the best and worst stock performers in the S&P 500 so far in 2023 as of 12/7/23 (Schwab data) and provide my thoughts. 
    Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/
    If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact
    Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

    • 37 min
    The Northbound Wealth Podcast with Brent Foster

    The Northbound Wealth Podcast with Brent Foster

    The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent has spent the last 18+ years in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.
    Please join Brent as he shares his experience and knowledge about personal finance and Investing. Subscribe today!
    This week's format:
    Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEOWhat you can do when your child turns 18 - Brent Foster2023 Market Review & 2024 Market Outlook - Brent Foster
    Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/
    If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact
    Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

    • 23 min

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