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The Wise Money Guy Podcast is here to help you manage your Retirement Investments or help you find the right person to manage your Investments. New shows - Almost every...
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The Wise Money Guy Podcast is here to help you manage your Retirement Investments or help you find the right person to manage your Investments. New shows - Almost every Friday or Monday.
John Scambray, CPM
OneSource Wealth Management
Managing Partner, Chief Investment Officer
Website: wisemoneyguys.com
John began his career more than 30 years ago as a Trusted Advisor and financial services representative helping uniquely successful individuals, businesses and families make crucial financial decisions with confidence. John has strategically led advisory and wealth management business units and has spent more than 2 decades honing his portfolio management, financial planning and risk reduction knowledge in his effort to add value to his client’s financial lives. John is extremely passionate about creating different investment portfolios that exceed his client’s expectations. He constantly strives to learn and improve his knowledge of high finance most importantly keeping current with winning strategies that yield above average results. He is a Certified Portfolio Manager and member of the Academy of Certified Portfolio Managers at Columbia University of New York. John is also the host of The Wise Money Guy radio show on 650am KSTE on Saturday mornings at 11:00am. For more information and important disclosures visit www.wisemoneyguys.com, CRD#319078
mostra menos
John Scambray, CPM
OneSource Wealth Management
Managing Partner, Chief Investment Officer
Website: wisemoneyguys.com
John began his career more than 30 years ago as a Trusted Advisor and financial services representative helping uniquely successful individuals, businesses and families make crucial financial decisions with confidence. John has strategically led advisory and wealth management business units and has spent more than 2 decades honing his portfolio management, financial planning and risk reduction knowledge in his effort to add value to his client’s financial lives. John is extremely passionate about creating different investment portfolios that exceed his client’s expectations. He constantly strives to learn and improve his knowledge of high finance most importantly keeping current with winning strategies that yield above average results. He is a Certified Portfolio Manager and member of the Academy of Certified Portfolio Managers at Columbia University of New York. John is also the host of The Wise Money Guy radio show on 650am KSTE on Saturday mornings at 11:00am. For more information and important disclosures visit www.wisemoneyguys.com, CRD#319078
The Wise Money Guys
The Wise Money Guys
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Rebalance The News
29 JUN. 2024 · When the news has the potential to affect your portfolio we need to look at your options to rebalance. And after the most recent Presidential debate, hosts John and Giuseppe are doing just that. Plus, GIFT U - Gas, Insurance, Food, Tax, and Utilities, and Alternative Strategies to save for retirement. The Wise Money Guys. -
Like The Days Before Y2K
29 JUN. 2024 · Those were the days. And now they are coming back to us again; 1999. Hosts John and Guiseppe see a need for market diversification. Lets do that together. Plus, a 60 / 40 blend, Risk vs Return, and Golden Nuggets. The Wise Money Guys. -
The Bigger Social Security Question
29 JUN. 2024 · The social security question is coming up. How will it support you in retirement? Hosts John and Giuseppe have the latest on how Social Security can work supplement your golden years. Plus, AI and the economy, the importance of a balanced portfolio, and fixed income is good. The Wise Money Guys. -
Truly Independent Risk-Adverse Money Management
7 JUN. 2024 · We know that some of the brokers out there are beholden to their underwriters. Not One Source Wealth Management. Host John and Giuseppe share thier philosophy on independent wealth strategies. Plus, new Inflation Data has been released, future Tax changes, and the influence of the US Housing Market. The Wise Money Guys. -
Investing at the Speed of Data & Information
30 MAY. 2024 · From statistics to charts, numbers, graphics, and even AI, information comes at us quickly. Hosts John and Giuseppe help you navigate the crush of data to thrive in retirement. Let's talk more about it now. Plus, Canada's coming storm, the Trump tax cuts expiring, and the possibility of a new recession. The Wise Money Guys. -
Structured Investments For A Balanced Portfolio
23 MAY. 2024 · Both Bonds and Stocks give us the best opportunity for a solid investment footing. This week hosts John and Giuseppe share how debt security and a growth asset together makes a healthy account. Plus, The Fed's influence on the economy, the A.I. Revolution, and the latest on our upcoming Workshop. The Wise Money Guys. -
Tame Roller Coaster Risk to Retirement w/ our Proper Planning
14 MAY. 2024 · Planning. Planning, planning. We emphasize the importance of planning for your retirement. Hosts John and Guiseppe tell us what we can plan for in the 2nd half of 2024. Plus, a fixed-income update, the stock market run-up, and details about our workshop! Join us May 29th for our Retirement Workshop at the Spagetti Factory in Roseville. Yum. Learn more at Wise Money Guys dot com. -
Spending. Consumption. Taxes. Rates; The Wise Money Guys Debate
3 MAY. 2024 · Half way through Q2, and we ask, "Are new fed policies being revealed with this fiscal future?" Hosts John and Guiseppe discect that, the Fed Committee's rate inaction, and the Inflation that Gov. $pending is causing. Plus, the Biden Tax Plan and Canada's housing tilllltt. Join us May 29th for our Retirement Workshop. Learn more at Wise Money Guys dot com. -
Defensive Portfolios to Fortify Your Retirement
27 ABR. 2024 · It's the reason we are different. Host John and Giuseppe say diversification is the name of the game, with active investment managment to minimize your risk. Plus, new Federal financial numbers have been released, and the gift of high rates. The Wise Money Guys. -
2% vs 5% vs 9% Risk. What Is Your Tolerance?
18 ABR. 2024 · Volitility is one way to make money in the market but with volitility comes risk. Hosts John and Giuseppe talk about risk today and the difference in Active Management vs Day Trading. Plus the benefits of the One Source Wealth Management fee structure and an update on the Energy sector. The Wise Money Guys.
The Wise Money Guy Podcast is here to help you manage your Retirement Investments or help you find the right person to manage your Investments. New shows - Almost every...
mostra más
The Wise Money Guy Podcast is here to help you manage your Retirement Investments or help you find the right person to manage your Investments. New shows - Almost every Friday or Monday.
John Scambray, CPM
OneSource Wealth Management
Managing Partner, Chief Investment Officer
Website: wisemoneyguys.com
John began his career more than 30 years ago as a Trusted Advisor and financial services representative helping uniquely successful individuals, businesses and families make crucial financial decisions with confidence. John has strategically led advisory and wealth management business units and has spent more than 2 decades honing his portfolio management, financial planning and risk reduction knowledge in his effort to add value to his client’s financial lives. John is extremely passionate about creating different investment portfolios that exceed his client’s expectations. He constantly strives to learn and improve his knowledge of high finance most importantly keeping current with winning strategies that yield above average results. He is a Certified Portfolio Manager and member of the Academy of Certified Portfolio Managers at Columbia University of New York. John is also the host of The Wise Money Guy radio show on 650am KSTE on Saturday mornings at 11:00am. For more information and important disclosures visit www.wisemoneyguys.com, CRD#319078
mostra menos
John Scambray, CPM
OneSource Wealth Management
Managing Partner, Chief Investment Officer
Website: wisemoneyguys.com
John began his career more than 30 years ago as a Trusted Advisor and financial services representative helping uniquely successful individuals, businesses and families make crucial financial decisions with confidence. John has strategically led advisory and wealth management business units and has spent more than 2 decades honing his portfolio management, financial planning and risk reduction knowledge in his effort to add value to his client’s financial lives. John is extremely passionate about creating different investment portfolios that exceed his client’s expectations. He constantly strives to learn and improve his knowledge of high finance most importantly keeping current with winning strategies that yield above average results. He is a Certified Portfolio Manager and member of the Academy of Certified Portfolio Managers at Columbia University of New York. John is also the host of The Wise Money Guy radio show on 650am KSTE on Saturday mornings at 11:00am. For more information and important disclosures visit www.wisemoneyguys.com, CRD#319078
Información
| Autor | Scambray and Visconti |
| Categorías | Economía y empresa |
| Página web | www.spreaker.com |
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