
News, planning insight, and forward thought on the economy, markets, and wealth management.
| Publishes | Weekly | Episodes | 197 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | NewsBusiness NewsBusinessInvesting | |||

This week, Dave Spano and Dr. Brian Jacobsen look ahead to what less Fed forward guidance could mean for rate volatility, why strong balance sheets may become a market advantage, and how global energy flows could quietly shift away from geopolitical ... more
This week, Dave Spano and Dr. Brian Jacobsen discuss the sudden halt of Kevin Warsh’s nomination hearing and a huge recovery in the markets. We unpack soft housing data, jittery small businesses, cautious hiring, rising input costs, and a Beige Book ... more
This week, Dave Spano and Dr. Brian Jacobsen break down where income taxes hit hardest, why a third of Americans pay zero federal income tax, and how mandatory spending quietly dominates the budget. Plus, a two‑week U.S.–Iran ceasefire, the Strait of... more
This week, Dave Spano and Dr. Brian Jacobsen unpack President Trump’s calls for the U.S. to step back from policing Middle East energy security, his push to exit the Iran conflict after taking away its nuclear and military capabilities, and Tehran’s ... more
For the Week in Review, Dave Spano and Dr. Brian Jacobsen unpack a busy week where energy markets once again broke the rules, with negative prices in parts of the US echoing the shock of April 2020 and showing how oil profits can help offset losses i... more
For our Week in Review, Dave Spano and Dr. Brian Jacobsen discuss rising fuel costs, Iran’s attacks on energy infrastructure, and Powell’s defiant stance at the Fed. We break down why backward‑looking data may matter less in a post‑Iran world and new... more
For our Week in Review, Dave Spano and Dr. Brian Jacobsen break down the nonstop developments out of Iran, from a new leader to massive U.S. military spending and a global scramble to replace disrupted oil and fertilizer flows through the Strait of H... more
For our Week in Review, Dave Spano and Brian Jacobsen look at why classic diversification struggled as stocks, bonds, and even gold moved together, and why holding cash with a real plan may matter more than ever. We talk about the rise in hardship wi... more
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This podcast provides timely insights into economic news, market trends, and wealth management strategies, primarily through discussions led by knowledgeable hosts who aim to educate listeners on managing their finances effectively. The episodes often feature expert guests sharing their insights on topics ranging from asset management and retirement planning to behavioral finance and estate planning. Listeners can expect to hear in-depth analysis of current events and how these developments impact investment strategies, particularly for affluent households navigating complex financial landscapes. A unique aspect is the emphasis on both practical advice and the psychological factors at play in financial decision-making, ensuring a holistic a... more
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this podcast launched 4 years ago and published 197 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on this podcast include:
1. Brian Lamborn
2. Matt Morse
3. Fred Coleman
4. Tom Parks
5. Alec Durand
6. Mark Schiller
7. Eric Strom
8. Jenny Jessie
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