The Adviser You Can Talk To Podcast

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 a Roth really works? In this episode of The Adviser You Can Talk To Podcast, our financial planning specialists Andrew Busa and Rick Winters provide an in-depth …

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


Andrew Busa, CFP®

Senior Financial Planner


Is Your Portfolio Election-Ready?

FEATURING Director of Research Jeff DeMaso and Vice President Steve Johnson

How will the outcome of the 2020 election affect financial markets? Should you adjust your investment strategy based on the election results? In our last podcast before election day, Director of Research Jeff DeMaso and Vice President Steve Johnson …

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The Muni Market and COVID-19: What Bond Investors Need to Know

FEATURING Jeff DeMaso, Chris Keith and Jennifer Zebniak

We’ve all witnessed the severe economic blows dealt to countless companies and private businesses as a result of coronavirus and the resulting shutdowns to stop the spread. Less ubiquitous in news cycles but equally important are the budget pressures state and local …

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Time to Ditch Your 401(k)? No Way!

FEATURING Kari Wolfson, Andrew Busa and Matt Schumaker

A number of recent articles have criticized 401(k) plans, the centerpiece of many peoples’ retirement savings. Is it time to reconsider using the 401(k) as a key tool to deliver financial peace of mind? Hardly. Join our wealth management and financial planning …

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Are We in a Market Bubble?

FEATURING Dan Wiener and Jim Lowell

The market’s rebound off of the March low has been extraordinary, with tech stocks leading the charge. But does it represent a new bubble for the global markets? Join Chairman Dan Wiener and Chief Investment Officer Jim Lowell as they discuss what constitutes a bubble …

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Budgeting Made Simple: Three Ways to Boost Savings and Manage Spending

FEATURING Andrew Busa and Diana Linn

Think budgeting can’t be engaging and inspiring? Think again! The key is to keep it simple and find an approach that you can commit to. The best budgets are streamlined and in sync with your financial planning goals.  Listen to financial planners Andrew Busa …

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Special Report

Estate Checklist

A Straightforward Guide to Preparing and Settling an Estate

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Stocks, Splits and the Dow

FEATURING Steve Johnson and Kate Austin

The stock market’s been breaking records in recent weeks, led by a handful of high-flying tech stocks. In this week’s The Adviser You Can Talk To Podcast, Kate Austin and Steve Johnson discuss how Apple’s and Tesla’s recent decision to split their shares …

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What’s So Great About Gold?

FEATURING Jeff DeMaso and Josh Jurbala

Even following its surge as one of the highest-flying investments of 2020, the merits of gold remain hotly contested. For every passionate goldbug, there’s someone else dissing it as a fringe fad. But with its recent popularity and sharp rise in price, are you …

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Avoiding Financial Pitfalls: Five Essential Topics to Raise With Your Adviser

FEATURING Josh Jones, Andrew Busa and Diana Linn

Costly financial mistakes can have ripple effects that resound for years and years. And most of them are caused by seemingly simple decisions with lasting consequences that are easily overlooked in the moment. We’re here to help. Join our wealth management and …

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Investment Trends Are Fleeting: Defending Against Recency Bias

FEATURING Dan Wiener and Jeff DeMaso

Amid a global pandemic, tech stocks are off to the races, interest rates are in the basement and gold is fashionable again. Are these market developments going to last? And if so, how can you take advantage? Join Chairman Dan Wiener and Director of …

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What Earnings Reports Reveal About the Economic Toll of COVID-19

FEATURING Jeff DeMaso, Steve Johnson and Kate Austin

You’ve probably seen the staggering figures: Second-quarter earnings are down 35%. But when is a 35% slide not quite as devastating as it sounds? Maybe in the midst of a pandemic. Join Director of Research Jeff DeMaso and two members of our …

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Special Report

The ETF Advantage

Benefits and Risks of Exchange-Traded Funds

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The Portfolio Impact of Politics and Pandemic

FEATURING Jeff DeMaso and Liz Laprade

How is the “reopening” of the economy going? How has the spread of COVID-19 impacted those efforts? And what will the results of the 2020 election mean for investors? These three questions sum up some of the bigger worries for investors today. And while …

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What Freelancers Need to Know

FEATURING Andrew Busa and JonPaul McBride

More than a third of American workers now have a freelance gig—including many former retirees. In this episode of The Adviser You Can Talk To Podcast, Andrew Busa and JonPaul McBride cover some important need-to-knows for anyone considering taking on freelance work, including: Using freelance …

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