Episodios

  • Stocks to watch, taxes & unemployment, gas prices

    Stocks to watch, taxes & unemployment, gas prices
    May 21 2025
    Today on Wealth, host Brad Smith is joined by Zacks Investment Management Client Portfolio Manager Brian Mulberry to discuss well positioned stocks heading into the summer. Jackson Hewitt Tax Service Chief Tax Information Officer Mark Steber drops by the show to talk about taxes and what to do when you’re unemployed. Smith is also joined by reporter Ines Ferre to discuss gas prices ahead of Memorial Day Weekend. Yahoo Finance’s Wealth helps you manage your financial life from retirement planning to preparing your taxes. Find this and other episodes of Wealth at https://finance.yahoo.com/videos/series/wealth/. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. Yahoo Finance's Wealth is hosted by Brad Smith. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    50 m
  • Three D’s of investing, gold prices, retirement savings

    Three D’s of investing, gold prices, retirement savings
    May 20 2025
    Today on Wealth, host Allie Canal is joined by Allspring Global Investments Senior Portfolio Manager & Head of Growth Equity Mike Smith to discuss the three D’s of investing: debt, demographics, and disruption. RJO Futures Senior Market Strategist Robert Haberkorn drops by the show to talk about gold and how to start investing in it. Canal is also joined by Morningstar Director of Personal Finance & Retirement Planning Christine Benz to talk about saving for retirement and what to do if you are laid off. Yahoo Finance’s Wealth helps you manage your financial life from retirement planning to preparing your taxes. Find this and other episodes of Wealth at https://finance.yahoo.com/videos/series/wealth/. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. Yahoo Finance's Wealth is hosted by Brad Smith. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    50 m
  • Market risks, rebalancing your portfolio, new 401(k) options

    Market risks, rebalancing your portfolio, new 401(k) options
    May 19 2025
    Market risks, rebalancing your portfolio, new 401(k) options Today on Wealth, host Allie Canal is joined by F.L. Putnam Investment Management Co. Chief Market Strategist & Portfolio Manager Ellen Hazen to discuss the biggest risks in the market investors should be watching right now. Head of Citi Global Wealth at Work Kristen Bitterly drops by the show to talk about financial planning amid policy uncertainty and how to take advantage of the market to rebalance your portfolio. Canal is also joined by Retirement Daily Editor and Publisher Robert Powell to tlak about new 401(k) options. Yahoo Finance’s Wealth helps you manage your financial life from retirement planning to preparing your taxes. Find this and other episodes of Wealth at https://finance.yahoo.com/videos/series/wealth/. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. Yahoo Finance's Wealth is hosted by Brad Smith. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    48 m
  • Investing in AI, savings strategies, tax implications of gifting your home

    Investing in AI, savings strategies, tax implications of gifting your home
    May 16 2025
    Today on Wealth, host Brad Smith is joined by CI Segall Bryant & Hamill Asset Management Senior Portfolio Manager Jason Benowitz to discuss the AI trade. BNY Wealth Tax and Estate Planning Strategist Jerry Doyle drops by the show to discuss the tax implications of gifting a home. Smith is also joined by Vanguard Head of Personal Investor Cash Brandon King to talk about how consumers should focus on saving amid economic uncertainty. Yahoo Finance’s Wealth helps you manage your financial life from retirement planning to preparing your taxes. Find this and other episodes of Wealth at https://finance.yahoo.com/videos/series/wealth/. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. Yahoo Finance's Wealth is hosted by Brad Smith. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    47 m
  • Defensive portfolio positioning, trust funds, getting the most out of your 401(k)

    Defensive portfolio positioning, trust funds, getting the most out of your 401(k)
    May 15 2025
    Today on Wealth, host Brad Smith is joined by Crossmark Global Investments CEO & CIO Bob Doll to discuss how investors can defensively position their portfolio for whatever comes next. Northern Trust Head of Family Office Solutions Pam Lucina drops by the show to discuss trust funds and whether or not people should open them. Smith is also joined by Oakland Consulting Group Inc CEO Cedric Nash to break down how to get the most out of your 401(k) at every age. Yahoo Finance’s Wealth helps you manage your financial life from retirement planning to preparing your taxes. Find this and other episodes of Wealth at https://finance.yahoo.com/videos/series/wealth/. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. Yahoo Finance's Wealth is hosted by Brad Smith. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    46 m
  • Non-stock investment strategies, Trump tax policies, travel trends

    Non-stock investment strategies, Trump tax policies, travel trends
    May 14 2025
    Today on Wealth, host Brad Smith is joined by Agile Investment Management LLC Senior Portfolio Manager Noelle Corum to discuss alternate non-stock investment strategies that could help perform better in a slower growth environment. KDA CEO & Founder Karla Dennis drops by the show to discuss President Trump’s latest tax proposals and how they impact you. Smith is also joined by Allianz Partners USA General Manager, North America Emily Hartman to talk about travel trends and how affordability can factor into Americans’ summer plans. Yahoo Finance’s Wealth helps you manage your financial life from retirement planning to preparing your taxes. Find this and other episodes of Wealth at https://finance.yahoo.com/videos/series/wealth/. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. Yahoo Finance's Wealth is hosted by Brad Smith. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    45 m
  • CPI Breakdown, social security changes, emergency savings fund

    CPI Breakdown, social security changes, emergency savings fund
    May 13 2025
    Today on Wealth, host Brad Smith is joined by Pete & Gerry’s CEO Tom Flocco and AutoGuide Editorial Director Greg Migliore breakdown the April CPI rates and how it will impact everyday purchases like eggs, auto, and childcare. Yahoo Finance Senior Columnist Kerry Hannon drops by the show to discuss social security changes coming in 2025. Smith is also joined by Investopedia Editor-In-Chief Caleb Silver to discuss emergency savings funds and how much money one really needs in times of crisis. Yahoo Finance’s Wealth helps you manage your financial life from retirement planning to preparing your taxes. Find this and other episodes of Wealth at https://finance.yahoo.com/videos/series/wealth/. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. Yahoo Finance's Wealth is hosted by Brad Smith. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    51 m
  • Playing the market rally, generational wealth playbook, advanced savings strategies

    Playing the market rally, generational wealth playbook, advanced savings strategies
    May 12 2025
    Today on Wealth, host Brad Smith is joined by Concurrent Wealth Management Founder @ Wealth Advisor Preston Cherry to discuss investing during a market rally. ‘The Happy Inheritor’ author Tom Deans stops by to discuss generational wealth, and conversations to be had around transferring wealth. Smith is also joined by CardRates.com CFP® and personal finance expert Bobbi Rebell to discuss advanced savings strategies for when you’ve mastered the basics. Yahoo Finance’s Wealth helps you manage your financial life from retirement planning to preparing your taxes. Find this and other episodes of Wealth at https://finance.yahoo.com/videos/series/wealth/. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. Yahoo Finance's Wealth is hosted by Brad Smith. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    48 m
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