The Northbound Wealth Podcast

Brent Foster

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. read less
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The Northbound Wealth Podcast with Brent Foster
6日前
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 FosterPlease 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/contactDisclosures: 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.
The Northbound Wealth Podcast with Brent Foster
21-11-2023
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, CEOMoney, Possessions & Eternity by Randy Alcorn (Chapt. 7 - Exerpt)Technology Guide for Dementia Patients and Their Caregivers - Brent Foster"Stock Strategies" from the American Association of Individual Investors November 2023:  The Pros & Cons of Investing in BDC's to Access Private Equity - "Business Development Companies offer the opportunity to invest in some attractive areas; however, there are significant risks."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/contactDisclosures: 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.
The Northbound Wealth Podcast with Brent Foster
14-11-2023
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, CEONovember (Movember) - Social Awareness and PerspectiveTechnical Spotlight and Charting of the Nasdaq (QQQs) and the S&P 500 with Brent Foster - Upside and Downside Price TargetsPlease 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/contactDisclosures: 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.
The Northbound Wealth Podcast with Brent Foster
06-11-2023
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, CEOTechnical Spotlight and Charting of the S&P 500 with Brent FosterNo One Likes Taxes: Tax Cuts & Jobs Act of 2017 - Brent FosterFinancial Friday Tip - Various Ways To Manage Your Estate with Brent FosterInterest Rates & Treasuries: The 1YR - Tbill. versus The 10YR - Tbill with Brent FosterPlease 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/contactDisclosures: 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.
The Northbound Wealth Podcast with Brent Foster
23-10-2023
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, CEOUsing EBITDA and Enterprise Value to Calculate a Stocks' Worth, by Jack Gilleland, AAII Assist. Financial AnalystPlease 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/contactDisclosures: 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.
The Northbound Wealth Podcast with Brent Foster
17-10-2023
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, CEOThe Impact of SECURE ACT 2.0 in 2024 and BeyondPlease 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/contactDisclosures: 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.
The Northbound Wealth Podcast with Brent Foster
03-10-2023
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, CEO2023 Year-End ChecklistMoney, Posessions & Eternity by Randy Alcorn - Excerpt by Brent Foster on Chapt. 11 (pg. 159-160)Breast Cancer Awareness Month - You can support locally by checking out this link at the Indiana University Melvin and Bren Simon Cancer: https://give.myiu.org/crowdfunding/I380015965-CF.html\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/contactDisclosures: 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.
The Northbound Wealth Podcast with Brent Foster
26-09-2023
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, CEOAI's Role In Shaping Our Tomorrow - Brent FosterTechnical Analysis Spotlight and Market Thoughts with Brent Foster, CEO of Northbound WealthTop 10 Questions High Net Worth Individuals Ask About Social Security - Brent FosterPlease 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/contactDisclosures: 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.
The Northbound Wealth Podcast with Brent Foster
15-09-2023
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, CEOTechnical Analysis Spotlight and Market Thoughts with Brent Foster, CEO of Northbound Wealth2023 Fight Club / PHARE Warrior Golf Outing & Kickoff for Round 18! 2023 Noblesville Chamber of Commerece "Birdies & Brews VIII" Golf Outing shout out and Thank you to Tom Marquell, the city of Noblesville, and Indy PodLab!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/contactDisclosures: 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.
The Northbound Wealth Podcast with Brent Foster
05-09-2023
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, CEOUnderstanding the September Effect - Brent Foster, CEO of Northbound WealthSeptember - College Savings MonthInvestor's Business Daily: "The One Generative AI Risk that No One Is Talking About"1st Annual "Warrior" Golf Outing By PHARE Warrior / Fight Club On 9/11Please 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/contactDisclosures: 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.
The Northbound Wealth Podcast with Brent Foster
28-08-2023
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: An Inspiring Story #PeopleHelpingPeople #KindnessmattersMarket Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEOWomen's Equity DayTechnical Analysis Spotlight: S&P 500, Apple, Disney, Nvidia (stocks)John C. Maxwell: "When was the last time you did something for the first time?"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/contactDisclosures: 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.
The Northbound Wealth Podcast with Brent Foster
15-08-2023
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, CEOBloomberg News: Goldman Sachs Pencils in First Rate Cut in Second Quarter of 2024Charles Schwab: Interest Rates with Brent Foster, CEO of Northbound WealthAAII Investor Survey: Sentiment SurveyAAII Asset Allocation SurveyAAII: Record-High Participation in RetirementSource: How America Saves 2023; Edition Vanguard, June 2023AAII - The Big Question: How AAII Members Have Responded to Interest Rate Hike (excerpt). Technical Analysis Spotlight: S&P 500 technicals with Brent Foster, CEO of Northbound Wealth Investopedia: Double Top vs. Double Bottom2023 Charles Schwab Modern Wealth SurveyPlease 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/contactDisclosures: 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.
The Northbound Wealth Podcast with Brent Foster
07-08-2023
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 Managment 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, CEOTechnical Analysis Spotlight with Brent Foster, CEO of Northbound WealthPlease 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/contactDisclosures: 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.
The Northbound Wealth Podcast with Brent Foster
31-07-2023
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 Managment 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, CEOMoney Tips for Sending Children Off to College with Brent Foster"A tax-smart way to develop and sell appreciated land" - Peachin Schwartz & WeingardtPlease 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/contactDisclosures: 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.
The Northbound Wealth Podcast with Brent Foster
24-07-2023
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 Managment 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, CEOThe Transcript: "Healing Capital Markets" excerts from earnings calls and some notable CEO's. Self-Proclaimed DIY Investors, by Brent Foster401K Specialist - "1 in 5 Fear Never Being Able to Retire" by Brian Anderson, Editor In Chief401k Specialist - "Retirement could be a nightmare for Generation X" (GEN X). 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/contactDisclosures: 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.
The Northbound Wealth Podcast with Brent Foster
17-07-2023
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 Managment 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, CEOTechnical Analysis Spotlight with Brent Foster and discussing JPMorgan's view of levels. The Daily Upside on July 17, 2023 excepts - "Nobody Wants to Invest in Small Tech" and "Elon Musk keeps on Trucking (Cybertruck)"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/contactDisclosures: 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.
The Northbound Wealth Podcast with Brent Foster
05-07-2023
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 Managment 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 By the News / By the Numbers 6/26/23: MFS Investment ManagementThe Daily Upside: White Collar Woes and FTC Closes In On InfluencersThe Physchology of Money by Morgan Housel: No One's Crazy, Chapter 1 excerptCNBC: Finance no. 1 Industry for Gen ZPlease 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/contactDisclosures: 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.
The Northbound Wealth Podcast with Brent Foster
06-06-2023
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 Managment LLC. Please join Brent as he shares his experience and knowledge about personal finance and investing. Subscribe today!This week's format:1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO2. Northbound Wealth's Innovation and Disruptive Technologies Series part 1:- "14 Innovation trends with exponential growth potential Ark's big ideas 2023:" ZDnet.com's article written by Vala Afshar. Comments by Brent Foster, CEO Northbound Wealth.3. Technical Analysis Spotlight with Brent Foster, CEO 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/contactDisclosures: 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 intendedas 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.
The Northbound Wealth Podcast with Brent Foster
30-05-2023
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 Managment LLC. Please join Brent as he shares his experience and knowledge about personal finance and investing. Subscribe today!This week's format:1. Market Update, the FED, inflation, market performance, economy, tax tip, etc.2. The Daily Upside excerpts: Buffett Annual Meeting review and SEC Whistleblower record payout.3. Excerpt from "God Own's It All," by Ron Blue, Contrasting the stories of Howard Hughes with George Muller. "Breaking the Power of Money."4. Technical Analysis Spotlight with Brent Foster, CEO Northbound Wealth.S&P 500 Large Cap Index trading vs. S&P 500 Equal Weight levels.Chip/Semi-Tech Stocks, NVDIA, AI, etc.Consumer Discretionary - Auto, Ford - Tesla partner up.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/contactDisclosures: 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 intendedas 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.
The Northbound Wealth Podcast with Brent Foster
22-05-2023
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 Managment LLC. Please join Brent as he shares his experience and knowledge about personal finance and investing. Subscribe today!This week's format:1. Market Update, the FED, inflation, market performance, economy, tax tip, etc.2. Bull Market? What is a Bull Market and S&P 500 Levels?3. Living Trusts: Understanding the Basics and Key Considerations4. Technical Analysis Spotlight: Duration and Bond Trading, S&P 500 Trend and trading levels, near-term outlook. Debt Ceiling, China, and everything else comments.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/contactDisclosures: 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 intendedas 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.