Podcasts Archive - Adviser Investments

An Investment Podcast

The Adviser You Can Talk To

All About Roth IRAs

Featuring Andrew Busa and Rick Winters

Roth IRAs—you may have heard of this type of individual retirement account, but do you know how to use one? In this episode of The Adviser You Can Talk To Podcast, financial planning specialists Andrew Busa and Rick Winters give an in-depth explanation of …

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The Roth is really an essential planning tool for all ages.


Andrew Busa, CFP®

Senior Financial Planner


Protect Yourself From Yourself: 5 Investing Biases to Know

Featuring Dan Wiener and Josh Jones

Every investor has unique needs and goals driving their investment strategy. But the behaviors that can derail that strategy are universal. Failing to recognize and factor these innate biases into your investment decision-making can lead to missed opportunities or compound missteps. You can’t control …

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AdviseHer: Dealing With Divorce—How to Financially Survive (and Thrive)

Featuring Dina Milne, Kate Austin and Diana Linn

While younger couples are splitting up less often, the divorce rate for people 55 and older has tripled since 1990. These so-called “gray divorces” just before or during retirement emphasize the importance of knowing what you and your spouse have for assets …

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Make Sure Your Charitable Giving Adds Up

Featuring Charlie Toole, Kari Wolfson and Rick Winters

At Adviser Investments, many of our clients are committed to supporting the causes that matter to them. Deciding on the best way to give can be a challenge, but it doesn’t have to be. In this episode of The Adviser You Can …

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5 Key Questions: Finding the Right Estate Attorney for YOU

FEATURING DAVID MASTROIANNI, PATRICK CARLSON AND KARI WOLFSON

You’ve worked long and hard to build a legacy for your loved ones—you deserve the peace of mind that comes with knowing your wishes will be carried out. And there’s a lot more to it than merely drafting a will. Join our …

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Your Legacy’s Instruction Manual: Trusts and How to Use Them

ANDREW BUSA, DINA MILNE AND PATRICK CARLSON

A trust might be the most powerful estate-planning tool you haven’t explored yet. And despite their reputation as a tool of just the very wealthy, they can be helpful for people across the income and wealth spectrum. Listen in to hear Adviser Investments’ …

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Making the Most of Your Charitable Giving

Save Some Money and Do Some Good

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Insurance Through the Ages: What Coverage Do I Need Now?

FEATURING CHRIS HAGAN, Andrew Busa AND VICTOR COLELLA

Insurance needs vary depending on what stage of life you’re in. But regardless of whether you’re just starting your career, building assets and raising a family, or headed into retirement, the world presents perils that require protection. And that’s where insurance comes …

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Answering Your Questions About Social Security

FEATURING DINA MILNE AND ALEC ROSEN

Social Security can be complicated. Fortunately, our experts have answers to some of your most complex questions. In the final installment of a three-part series, wealth planning professionals Dina Milne and Alec Rosen take listener requests and cover some of the trickier aspects of …

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AdviseHer: How to Know When Homebuying’s Right For You

Featuring Dina Milne, Megan Higgins, Sophie Benander and Jen Zebniak

Deciding when or even if you should buy a home can be a complicated, emotional process—and it’s something more women are doing on their own than ever before. In this episode of our AdviseHer podcast series, our presenters discuss the …

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The Sandwich Generation: A Bigger Role in an Aging Parent’s Affairs

Featuring Dina Milne and Claudine Schrock

As retirees are living longer, their adult children are becoming a growing “Sandwich Generation,” not just raising their own families but also caring for their aging parents. While increased longevity is to be celebrated, the role reversal of children assuming more control over their …

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Get Smart: Saving and Paying for College

Featuring Charlie Toole, Victor Colella and Andrew Busa

You may not be able to count on the stock market always going up, but there’s never a bear market for college costs. Tuitions continue to climb—having an education savings plan is more important than ever. Join Portfolio Manager Charlie Toole and …

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Social Security's Role in Your Retirement

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Mythbusters: 10 Investment Tall Tales Debunked

FEATURING DAN WIENER, JEFF DEMASO AND BRIAN MACKEY

Every investor wants the market to be simple and predictable, and that’s led to numerous old Wall Street saws that regularly recur in the media. Ultimately, many of these myths come down to trying to predict the market—and that’s just not possible. …

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Getting Results: An Investor’s View of Earnings Season

FEATURING BRIAN MACKEY AND KATE AUSTIN

Wall Street’s favorite time of year isn’t spring, fall or Christmas—it’s earnings season. Just like the holidays, all that built-up anticipation may lead to outsized emotional reactions—stocks can soar or tumble depending on what companies report. But do quarterly earnings mean much over the …

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