December 9, 2021
First launched in February 2018, The Adviser You Can Talk To Podcast began with a focus on the investment topics that matter for every investor, from the curious novice to the most seasoned professional.
In the years since, we’ve expanded to cover a broad range of topics in wealth management, from the impact of tax law changes to how to get the most out of Social Security.
Our intention in creating the podcast was to help listeners experience the kind of stimulating and informative discussions our employees have with our clients and each other on a regular basis.
“We’ve always believed that an educated client is our best client,” said Adviser Investments Chairman Dan Wiener.
“Working on these podcasts really helped refine my thinking about how to approach money and what money can help you accomplish when I speak with clients,” said Manager of Financial Planning Andrew Busa.
With over 90,000 unique downloads, averaging about 2,500 per month, we think we’ve made a good start on our mission. We’re proud to have reached this milestone—but we couldn’t, and wouldn’t, have gotten this far without the help and support of our listeners and subscribers.
“I think the podcast has been a nice reminder that we’re more than just an investment firm; we’re a wealth management firm,” said Director of Research Jeff DeMaso. “We’ve been able to release some episodes that have been really impactful for our clients.”
Over the years, the podcast has proved a powerful communications tool for our firm. During the initial wave of COVID-19 lockdowns, our team released weekly episodes to keep our clients up to date on how we were responding to the crisis and the turmoil it created in the markets.
“The podcast allowed us to communicate in real time and explain our investment approach in that pretty tumultuous period, both in the markets and in our lives,” said DeMaso.
As the podcast grew in reach and sophistication, we added an in-house recording studio to enable us to record broadcast-standard audio and video messages.
The Adviser You Can Talk To Podcast features hosts including Wiener, DeMaso and Busa, as well as Chief Investment Officer Jim Lowell, along with a rotating team of experienced investment professionals. They discuss timely and informative topics for investors of all types. Behind the scenes, Assistant Marketing Manager Kailey Steele and Marketing Associate Ashlyn Melvin have stepped up, helping turn our experts’ conversations into a professional, polished show.
Whether it’s blue-chip U.S. stocksA financial instrument giving the holder a proportion of the ownership and earnings of a company., individual bondsA financial instrument representing an IOU from the borrower to the lender. Bond issuers promise to pay bond holders a given amount of interest for a pre-determined amount of time until the loan is repaid in full (otherwise known as the maturity date). Bonds can have a fixed or floating interest rate. Fixed-rate bonds pay out a pre-determined amount of interest each year, while floating-rate bonds can pay higher or lower interest each year depending on prevailing market interest rates., the risksThe probability that an investment will decline in value in the short term, along with the magnitude of that decline. Stocks are often considered riskier than bonds because they have a higher probability of losing money, and they tend to lose more than bonds when they do decline. and rewards of emerging markets or value a dedicated operations team brings to a wealth management firm (and its clients), The Adviser You Can Talk To Podcast provides on-demand insight on a broad range of topics to add to your wealth management toolbox.
The Adviser You Can Talk To Podcast is available on all major podcast platforms.
Podcasts are for informational purposes only. They are not intended as financial, legal, tax or insurance advice even though these topics may be discussed. Always consult a professional regarding your specific situation. Our statements and opinions are subject to change without notice. All investments carry risk of loss and there is no guarantee that investment objectives will be achieved.
The Adviser You Can Talk To Podcast is a trademark of Adviser Investments, LLC. Registration pending.
Polaris Wealth Advisory Group and Adviser Investments are now under one new brand, RWA Wealth Partners.
Over the next few months, we are transitioning to a new website under our new brand. For you, this means a better experience and more access to valuable education, insights and advice. It also means you gain access to expanded wealth management solutions such as tax¹ and legal services², alternative investments and more. Explore this site for additional information on these new services and call your advisor with any questions at 833-RWA-PLAN.
¹Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with RWA Tax Solutions, LLC.
²Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana, LLC