Podcasts Archive - Adviser Investments

An Investment Podcast

The Adviser You Can Talk To

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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You can borrow to pay for college; you can’t borrow to fund your retirement.


Charlie Toole, CFA, CFP®

Vice President, Portfolio Manager


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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Your Money’s Dynamic Duo: Investing & Financial Planning

INTERVIEW WITH VICTOR COLELLA, JEFF DEMASO AND ANDREW BUSA

Investing gets all the press, but when it comes to your wealth’s well-being, financial planning is key to success. To manage your complete financial picture requires a parallel focus on your long-term investment returns and the lifelong process of setting goals…

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AdviseHer Podcast: Differences in Women’s Investing

INTERVIEW WITH LIZ LAPRADE, SUE IRWIN AND DIANA LINN

To celebrate Women’s History Month, Adviser Investments is pleased to announce AdviseHer, the first in a quarterly series of The Adviser You Can Talk To Podcast episodes that provide clear information about investing and financial issues that affect women. In this…

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The 7 Habits of Highly Effective Investors

FEATURING RICK WINTERS AND VICTOR COLELLA

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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Special Report

Fidelity vs. Vanguard

Which is right for you?

Find Out

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

Making the Most of Your Charitable Giving

Save Some Money and Do Some Good

Get it Now

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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