Soundtrack to a Financial Advisor's Life with Olde Raleigh Financial
By Olde Raleigh Financial Group
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Category: Investing
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Subscribers: 3
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Episodes: 49
Description
A Soundtrack to a Financial Advisors Life is a collection of casual conversations with guests about business, finance, macroeconomics, and science. Olde Raleigh Financial Group’s own Trevor Chambers plays host and even performs the background music. Welcome to The Soundtrack!
| Episode | Date |
|---|---|
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A Financial Advisor on Why Growth Stocks are Down and Why Still Own Them?
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Sep 28, 2022 |
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TAX SHELTERING IDEAS FOR HIGH EARNING SMALL BUSINESS OWNERS
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May 26, 2022 |
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Are you ready to sell your business? Ideas on how to prepare to sell your business.
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May 20, 2022 |
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MUTUAL FUNDS ARE GREAT IN YOUR IRA’S AND 401K’S BUT NOT IN INVESTMENT ACCOUNTS
|
Apr 20, 2022 |
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Savings Habits are Not Culturally Driven - CapEx is rising
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Mar 30, 2022 |
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Updates on China, Russia and Automation with Market Strategist Bill O’Grady
|
Feb 09, 2022 |
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Tax Law and Policy Updates with Sandy Clark, Tax Attorney at RDU-based Manning
|
Jan 13, 2022 |
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Soundtrack to a Financial Advisor's Life Episode 15 with Andy Hyer
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Dec 30, 2021 |
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Soundtrack to a Financial Advisor's Life Episode 14 with Andy Hyer
|
Dec 10, 2021 |
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Sound Track to a Financial Advisor's Life Episode 13 with Mitch Ball
|
Dec 07, 2021 |
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Soundtrack to a Financial Advisor's Life Episode 12 with Harrison Miller
|
Nov 08, 2021 |
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Soundtrack to a Financial Advisor's Life Episode 11 with Mike Morey
|
Oct 14, 2021 |
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Soundtrack to a Financial Advisor's Life Episode 10 with Sherry Riano
|
Aug 26, 2021 |
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Soundtrack to a Financial Advisor's Life Episode 9 with Rupert Darwall
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Aug 18, 2021 |
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Soundtrack to a Financial Advisor's Life Episode 8 with Bill O’Grady
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Jun 30, 2021 |
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Soundtrack to a Financial Advisor's Life Episode 7 with Alex and Trevor Discussing Aging Parents
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Jun 24, 2021 |
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Soundtrack to a Financial Advisor's Life Episode 6 with Confluence Investments analyst Patrick Fearon-Hernandez
|
Jun 21, 2021 |
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Soundtrack to a Financial Advisor's Life Episode 5 with Phillip Orchard from Geopolitical Futures
|
May 19, 2021 |
|
Soundtrack to a Financial Advisor's Life Episode 4 with Professor Ted Zoller
|
Apr 15, 2021 |
|
Soundtrack to a Financial Advisor's Life - Yong Cai, Ph.D., UNC Associate Professor, Sociology Discusses China's "One Child" Policy and Financial Planning
|
Mar 19, 2021 |
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Soundtrack to a Financial Advisor's Life - Alex and Trevor discuss the advantages of a SOLO 401k, Why you should take advantage of SOLO Roth 401k
|
Mar 15, 2021 |
|
Soundtrack to a Financial Advisor's Life - Joseph Joyce Discusses the Positives and Negatives of 40 years of Globalization
|
Feb 11, 2021 |
|
Soundtrack to a Financial Advisor's Life - INSEAD’s Stewart Black: Asian Demographic Trends and a 30-50 Year Investment Horizon
|
Dec 21, 2020 |
|
Soundtrack to a Financial Advisor's Life - Your Browser is Buying Your Next Bourbon with Mike Fraser, Founder of Avalanche Media Works
|
Nov 21, 2020 |
|
Soundtrack to a Financial Advisor's Life - Linda Duessel, a Senior Equity Strategist with Federated Hermes
|
Nov 12, 2020 |
|
Soundtrack to a Financial Advisor's Life - Confluence Investment’s Dan Winter talks Value Investing, the Financials and Technology Sectors and the Best Mustard Chicken Wings St. Louis Has to Offer!
|
Nov 06, 2020 |
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Soundtrack to a Financial Advisor's Life - Raleigh’s High End Residential Real Estate Market with Realtors Jill Rekuc and Sheri Hagerty.
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Oct 16, 2020 |
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Soundtrack to a Financial Advisor's Life - Brad Thomas Discusses Publicly Traded Real Estate and Private Real Estate
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Sep 25, 2020 |
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Soundtrack to a Financial Advisor's Life – Alex Mihajlov, Senior Private Wealth Manager at Olde Raleigh Financial Group Discusses Year End Planning
|
Sep 22, 2020 |
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Soundtrack to a Financial Advisor's Life - Andrew Opdyke, CFA, Discusses China, First Trust Advisors and More
|
Aug 25, 2020 |
|
Soundtrack to a Financial Advisor's Life - Paul Foley Discusses Securities, Business Law and Investment Fund Formation
|
Aug 15, 2020 |
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Soundtrack to a Financial Advisor's Life - Kevin Lewis Discusses Markets and Investment Strategies
|
Aug 07, 2020 |
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Soundtrack to a Financial Advisor's Life – Trey Prescott Discusses Advisory Services Network and Independent Firms
|
Jul 31, 2020 |
|
Soundtrack to a Financial Advisor's Life - James Vardaman PhD, Discussing Family Business and Entrepreneurialism
|
Jul 24, 2020 |
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Soundtrack to a Financial Advisor's Life – Joachim Klement Discusses Practical Analysis for Investing, along with the Human Side of Financial Markets
|
Jul 23, 2020 |
|
Soundtrack to a Financial Advisor – Tom Prescott discusses the state of wealth advisory and how he his company, Advisory Services Network, helps advisor transition away from the broker dealer platform
|
Jul 17, 2020 |
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Soundtrack to a Financial Advisor's Life – Professor Will Tabor Discusses His Research on Family Business Succession Planning and BBQ Joints
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Jul 10, 2020 |
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Soundtrack to a Financial Advisor's Life – Durham-based CPA Chris Arena focuses his practice on entrepreneurs
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Jun 26, 2020 |
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Soundtrack to a Financial Advisor's Life – Barron’s Magazine’s Matt C. Klein
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Jun 18, 2020 |
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Soundtrack to a Financial Advisor's Life – Eagle Asset Management’s James Camp. We discuss portfolios for the long haul, Modern Monetary Theory and Yoga
|
Jun 05, 2020 |
|
Soundtrack to a Financial Advisor's Life – Patrick Sullivan & Jake Rosenfeld on their social impact startup Bonsai.
|
May 29, 2020 |
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Soundtrack to a Financial Advisor's Life – Sam DiFranco from Trinity Partners, Discusses Commercial Real Estate in the Raleigh Area and More!
|
May 22, 2020 |
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Soundtrack to a Financial Advisor's Life – Ted Zoller discusses his role as a Professor of Entrepreneurialism
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May 19, 2020 |
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Soundtrack to a Financial Advisor's Life – Jesse Lipson talks entrepreneur’s role in economic recoveries
|
May 12, 2020 |
|
Soundtrack to a Financial Advisor's Life – John Mousseau, President and Chief Executive Officer, and the Director of Fixed Income at Cumberland Advisors
|
May 01, 2020 |
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Soundtrack to a Financial Advisor's Life – Bill O’Grady, Chief Market Strategist for a Confluence Investment Management
|
Apr 28, 2020 |
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Soundtrack to a Financial Advisor's Life: Dr. Bob Adams, Former Navy Seal, Retired Physician and Eagle Scout Frames COVID-19
|
Mar 27, 2020 |
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Soundtrack to a Financial Advisor's Life Presents - Jacob Gerber, Investment Specialist, Capital Group of American Funds
|
Mar 03, 2020 |
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Soundtrack to a Financial Advisor's Life Presents - Jeff Saut, Chief Investment Strategist for Capital Wealth Planning
|
Mar 03, 2020 |