The Adviser You Can Talk To Podcast

An Investment Podcast

The Adviser You Can Talk To

Navigating the Bear Market

The bear is back. Is a recession close behind? Or are we in one already and just don’t know it? And will inflation ever come down? It’s been a bruising ride for investors so far in 2022, and the Fed’s sought-after soft landing seems ever more unlikely. Steve Johnson and Dan Wiener …
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Last year was a year where no one lost. Everyone thought they could win in the stock market. They bought meme stocks. They bought crypto. And what we’re seeing now is the reckoning that we thought would happen.


Steve Johnson

Vice President, Portfolio Manager


Keeping Credit on Your Side

FEATURING Andrew Busa and Michael Dillaire
Credit cards are ubiquitous. But they can also be pernicious. Even financially savvy consumers can find themselves tripped up by some of the terms and jargon. Luckily, financial planners Andrew Busa and Michael Dillaire are here to help. In this episode, they demystify the impact of …

Analyzing Market Turmoil

FEATURING Charles Toole, Steve Johnson, and Jeff DeMaso
Both stock and bond markets have been in a tumultuous drawdown for most of 2022. Is there any light at the end of the tunnel? Or do inflation, high interest rates and a slowing economy mean more pain is in store for investors? Charlie, …

Your Questions Answered—Q1 2022

FEATURING Charles Toole, Jeff DeMaso and Steve Johnson
You asked, we answered. During our recent webinars, we were pleased to receive a bevy of questions from participants—but there simply wasn’t enough time to answer them all. Now we’re back with our investment experts to tackle these pressing topics, including:
  • Are I …

How Early Can You Retire?

FEATURING Andrew Busa and Sophie Benander
Packing it in at 65 with a gold watch was once the stereotypical model for retirement. But times have changed, career paths have changed, and for a new generation, retirement planning is changing too. This week, Andrew Busa and Sophie Benander discuss the dream of achieving …

Lessons From a Volatile First Quarter

FEATURING Dan Wiener and Jim Lowell
The war in Ukraine, lockdowns in China, rising inflation and talk of a looming recession—bad news bingo roiled markets through the first three months of 2022. In this episode of The Adviser You Can Talk To Podcast, Dan Wiener and Jim Lowell sit down to discuss …

Special Report

Making the Most of Your Charitable Giving

Save Some Money and Do Some Good

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Panic Selling and Relief Rallies: Our Experts Weigh In

FEATURING Steve Johnson, Liz Laprade, Chris Keith, Josh Jurbala and Adam Johnson
The past several weeks have been some of the most volatile in history for both stocks and bonds, with war, inflation, and a new COVID crackdown in China just a few of the crises causing tumult for investors. In this episode …

5 Questions to Ask Your Accountant

FEATURING David Mastroianni, Kari Wolfson and Patrick Carlson
April 15 may well be a day of dread for most Americans. Working with an experienced accountant can help a lot. But how do you know when you’ve found the right fit? In this episode, David, Kari and Patrick walk you through some key …

Retirement Spending Rules of the Road

FEATURING Andrew Busa and Diana Linn
When it comes to retirement planning, there is no shortage of tips, tricks and “top 5” lists meant to help you decide whether you’re ready. But which ones have a grain of truth and which can you safely ignore? In this episode, Andrew Busa and Diana …

Your Bond Questions Answered

FEATURING Jeff DeMaso, Chris Keith, Charlie Toole, Josh Jurbala
Rising inflation and the prospect of rate hikes have been a one-two punch to the bond markets this year—and fixed-income investors may be feeling the pain. In this kind of environment, why own bonds at all? Our experts have that answer and more. …

Investing in 2022: Our Analyst Roundtable

FEATURING Jim Lowell, Steve Johnson, Liz Laprade, Adam Johnson and Jen Yousif
Less than a month into 2022, the stock market has already experienced sharper dips and steeper rallies than we saw through all of last year. Will the next 11 months put the Coney Island Cyclone to shame? And how should …

Special Report

Social Security's Role in Your Retirement

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2022 Trends We’re Watching

FEATURING Dan Wiener and  Jim Lowell
Investors enter 2022 haunted by many of the same headline risks that dominated 2021—including another rising wave of COVID infections impacting the economy. But as Chairman Dan Wiener and Chief Investment Officer Jim Lowell explain in this episode of The Adviser You Can Talk To, this …

Crucial Year-End Portfolio Moves for Tax-Saving

FEATURING Charlie Toole, Steve Johnson and Devin Murray
It’s been a hectic year—and a positive one for the U.S. stock market. Taking the time to fine-tune your portfolio now may help prevent headaches (and tax bills) come April. In this episode of The Adviser You Can Talk To Podcast, Charlie, Steve and Devin …

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