Episodios

  • Market Crashes & Allocations of Your Assets 1-22-26

    Market Crashes & Allocations of Your Assets 1-22-26
    Jan 22 2026
    In this episode, Scott Becker reflects on how market swings test investor discipline and the temptation to shift asset allocations after strong runs or sudden drops.
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    2 m
  • Intel Surges, Markets Rebound, & the Economy Grows 1-22-26

    Intel Surges, Markets Rebound, & the Economy Grows 1-22-26
    Jan 22 2026
    In this episode, Scott Becker discusses Intel’s sharp turnaround and stock surge, a market rebound tied to easing geopolitical tensions, and GDP growth accelerating to a 4.4% pace.
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    3 m
  • Consultant of the Month: Ryan Spalding, Managing Advisor at Gibson 1-22-26

    Consultant of the Month: Ryan Spalding, Managing Advisor at Gibson 1-22-26
    Jan 22 2026
    In this episode, Ryan Spalding, Managing Advisor at Gibson, shares lessons from building and selling an insurance agency and explains where companies most often miscalculate property and casualty risk.
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    17 m
  • “One Bite At A Time”: The Value of Multi-Phase Project Planning with Liz Hutson of EGH, LLC 1-21-26

    “One Bite At A Time”: The Value of Multi-Phase Project Planning with Liz Hutson of EGH, LLC 1-21-26
    Jan 21 2026
    In this episode, Liz Hutson shares a practical framework for multi phase project planning, from starting with the end in mind to breaking work into achievable steps and celebrating progress.
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    6 m
  • Market Volatility & Global Risks: 8 Quick Notes 1-21-26

    Market Volatility & Global Risks: 8 Quick Notes 1-21-26
    Jan 21 2026
    In this episode, Scott Becker covers a turbulent day in the markets, pressure on private equity exits, and notable stock moves across technology, healthcare, and travel.
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    4 m
  • Beyond Meat Gets Slaughtered 1-21-26

    Beyond Meat Gets Slaughtered 1-21-26
    Jan 21 2026
    In this episode, Scott Becker examines Beyond Meat’s steep 80% decline over the past year and its move into protein drinks.
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    2 m
  • Porsche Sales Slip 1-20-26

    Porsche Sales Slip 1-20-26
    Jan 20 2026
    In this episode, Scott Becker breaks down Porsche’s nearly 10% sales decline, driven by a tough China market and slower than expected electric vehicle momentum.
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    2 m
  • Retirement Plan Trends, Market Timing and the Role of Alternative Assets with Danny Resnick and Abe Puerto 1-20-26

    Retirement Plan Trends, Market Timing and the Role of Alternative Assets with Danny Resnick and Abe Puerto 1-20-26
    Jan 20 2026
    In this episode, Danny Resnick, Managing Director and Wealth Partner at J.P. Morgan Wealth Management, and Abe Puerto, Executive Director and head of J.P. Morgan Defined Contribution Consulting, discuss key trends shaping employer-sponsored retirement plans. They cover market timing versus rebalancing, the evolving role of target date funds, the potential inclusion of alternative assets, and […]
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    14 m