Podcasts Archive - Adviser Investments

An Investment Podcast

The Adviser You Can Talk To

The 7 Habits of Highly Effective Investors


While many of us may have 2018 tax returns on our minds, it’s not too soon to begin making tax-saving moves for 2019. Listen to Vice President Rick Winters and Financial Planner Victor Colella discuss seven key steps investors should consider as they look…

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Tax losses have economic value, and if you’re not paying attention to your portfolio, you are missing out on an opportunity to put money back in your pocket.

Rick Winters, CFP®, CRPC®, AWMA®

Vice President, Portfolio Manager

ESG Investing—Doing Well While Doing Good

Featuring Brian Mackey, Liz Laprade and Kate Austin

ESG investing has burst into the mainstream over the last decade and there are now many different approaches for investors to choose among. In this episode, Brian, Liz and Kate, three members of Adviser Investments’ research and investments team, break down the…

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5 Financial Planning Resolutions for 2019

Interview With Victor Colella, Andrew Busa and Josh Jones

Many of us avoid taking inventory of our financial affairs, but it isn’t as complicated as it may seem. And we are here to help! Two of our financial planners join an Adviser Investments portfolio executive to detail five financial planning…

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How Will Social Security Benefit Me?

Interview With Dina Milne and Alec Rosen

Getting the most out of Social Security may not be as complicated as it seems. And yet there are a lot of people who don’t get the full benefits they are due. In the second installment of a three-part series, two of our…

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Medicare Made Simple

Interview with Victor Colella, Andrew Busa and Brad Sharp

A bit of knowledge can really pay off. Learning about Medicare today will help you avoid penalties and find the most cost-effective coverage down the line. Andrew, Brad and Victor, three of our experienced financial planning professionals, cover everything you need…

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What’s Your Number?

Interview With Dan Wiener and Jeff DeMaso

With the stock market’s decline in October, we thought it was a good time for investors to ask themselves: What’s your number? What’s the size of the loss in your portfolio that keeps you up at night? And how can you try to…

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Special Report

Stock Buybacks: Public Enemy Number One?

Common Misconceptions About Buybacks and How They Impact Your Portfolio

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When Should You File for Social Security?

Interview With Dina Milne and Alec Rosen

As pensions have been widely phased out over time, Social Security benefits have become increasingly important in retirement planning. In the first of a three-part series, two of our financial planning professionals discuss the basics of Social Security and what to consider before…

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Health Savings Accounts—Triple Tax-Advantaged Investing

Interview With Andrew Busa, Victor Colella and Kari Wolfson

Retirees today can expect to pay almost $300,000 in health care costs during their retirement. Our team of financial planning professionals discusses the potent tax advantages of health savings accounts and how they can be a part of your wealth management…

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Ten Years Later—Lessons From a Market Collapse (and Recovery)

Interview With Dan Wiener and Jeff DeMaso

Lehman Brothers’ collapse 10 years ago kicked off the financial crisis. What lessons have we learned as long-term investors over the last decade? And how can you apply them to your portfolio going forward?…

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Bull Market Record, Bull

Interview With Dan Wiener and Jeff DeMaso
Are we in a record bull market or not? Does it matter? Learn what we think investors should focus on over the long term.

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Are You Ready for Retirement?

Interview With Liz Kesselman, Andrew Busa and Victor Colella

There’s no magic number or one-size-fits-all retirement strategy: The most important part is that you just start planning—the earlier, the better. Demystify the process with four simple questions.…

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Special Report

The ETF Advantage

Benefits and Risks of Exchange-Traded Funds

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Charitable Giving and the New Tax Code

Interview with Jeff DeMaso and Rick Winters

What impact will the new tax code have on your financial planning and your legacy? Here are some strategies to consider.…

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When Is the Right Time to Hire an Adviser?

Interview With Jeff DeMaso and Claudine Schrock

Market volatility can feel overwhelming and lead to bad decisions by do-it-yourself investors. When should you call in a pro?…

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