Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!

This week's format:

• Market News & Insights
• The Arora Report Blog "Morning Capsule"
• Technical Analysis Spotlight - $SPX (The S&P 500 Index) - Brent Foster, CEO of Northbound Wealth Management

Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!

This week's format:

• Market News & Insights
• Tax Tip of The Week
• Chart(s) of The Week
• Happy Easter & April is National Stress Awareness Month
• Final Days Until Tax Day (April 15th)
• 5 Ways American's Overpay In Taxes
• Debunking Social Security Myths
• Data Center & AI Infrastructure Boom | Indiana Is At The Center of It - Pros & Cons
• The Typical Home U.S. Home Is 44 Years Old-And Needs Tons Of Work | WSJ by Veronica Dagher
• The Complicated Financial Lives of Dentists, the Millionaires Next Door | WSJ by Miriam Gottfried

Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!

This week's format:

• Market News & Insights
• "Don't watch the market too closely" - Warren Buffett
• Historical Data - Corrections
• FED Chair, Jerome Powell, speaks to Harvard University Students, Bloomberg. - 3/30/26
• Selling pressure intensifies as now nearly 300 of the S&P 500 names trade lower in 2026
• Buying Opportunities? - Northbound Wealth's Brent Foster - 3/30/26 (Technical Analysis)
• Goldman Sachs: War-driven sell-off improves setup up for U.S. stocks ahead of key earnings.
• NVDA - valuation falls to S&P 500 parity for first time in over a decade

Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market News & Insights
2. Don't Panic, Stay Focused
3. Monday's Market Brief 3/23/26
4. Fed Chair History
5. What's the best way for adult children to buy a home? These days...
6. What a $ Frappachino can teach your teen

Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market News & Insights
2. 2026 Letter to Young Professionals
3. Investor's Business Daily | "Oil Prices Slide As Iran Opts For 'Porous' Strait of Hormuz" by Jed Graham
4. Three Numbers Every Woman Should Know

Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Insights & News - Markets Weather Middle East Conflict, Focus On Oil
2. Mortgage News Daily
3. As tax season approaches
4. Charts of The Week: "JPMorgan Guide To The Markets"
5. S&P 500 selloffs around geopolitical events
6. U.S. is a net exporter
7. Asset Class Returns - Diversification among different asset classes is important in portfolio construction

Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Insights & News
2. Supreme Court Rules Against White House Tariffs
3. "HALO" Stocks - Hard Assets, Low Obsolescence
4. Mortgage New Daily - February 23, 2026
5. Charts of the Week:
6. JPMorgan Asset Management | Guide To The Markets (Slide 16) | S&P 500 Annual Returns and Intra-Year Declines
7. "Magificent 7" vs. S&P 500 Cap-Weighted vs. S&P 500 Equal-Weighted Index's
8. Software Stocks vs. Semiconductor Stocks
9. Growth Stocks vs. Value Stocks
10. Federal Funds Rate vs. Inflation Rate
11. The Arora Report | Februrary 23, 2026 by Nigam Arora (Excerpts)
12. Morning Brew | Sunday Special | Februrary 22, 2026 | Private Equity (PE & PE Funds) Is Private Equity Past It's Prime? Pros & Cons of Private Equity and more...

Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Insights & News
2. When to expect your 1099 - Checklist
3. Excerpt from "Notes on the Week Ahead | Real Economy Challenges," by Dr. David Kelly, Chief Global Strategist, JPMorgan Asset Management | Feb. 9, 2026
4. Q4 2025 Earnings Review | noteable stock (tickers): PLTR, GOOG, LLY, AMZN

Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Insights & News
2. The Housing Market Is Swinging Towards Buyers | WSJ.com by Nicole Freidman
3. AI's Fundraising Frenzy Continues | WSJ.com by Kate Clark
4. Technical Analysis Spotlight (S&P 500) by Brent Foster

Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Insights & News
2. 2025 Look Back, 2026 Look Ahead, Checklist
3. If you are 50+, do you know how your catch-up contributions are changing?
4. Is “Waiting Until 70” a smart Social Security move?
5. Are You Supporting Your Adult Child Financially—or Subsidizing Their Lifestyle?
6. Hybrid Work - Does It Make Sense?
7. University of Indiana Hoosiers Football | Natty Champs! Congrats on a legendary undefeated season!

Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Insights: All Three Major Averages Rise
2. Trump Calls for 10% Cap on Credit Card Interest Rates by Meridith McGraw, WSJ
3. What 10% Credit Card Rate Cap Would Mean for Your Wallet by Veronica Dagher, WSJ
4. When Your Private Fund Turns $1 Into 60 Cents by Jason Zweig of the Wall Street Journal

My Oregon Ducks had a great season and I'm proud of the guys for fighting hard (Oregon is and always will be in my blood), but I'm also proud of my Indiana Hoosiers for a legendary season that I hope finishes with a big W over the Miami Hurricanes! Finish Strong Hoosiers!

Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Insights & Update: 2026 Forecasts & Santa Claus Rally Holding Pattern
2. January is Financial Wellness Month - Pro Tips & Things To Consider
3. Oregon vs. Indiana CFP Match Up | CBS Sports

Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Insights & Update
2. 2025 A Year In Review
3. Help Protect Your Family From AI Related Scams
4. 5 Retirement Facts That Might Surprise You

Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge to teach and educate about  investing, economics, and personal finance!

This week's format:

Market Insights & Update

Chart of the Week: "The Magnificent 7"

Trump accounts' could give your child up to $1,000 for free. Your top questions answered | The Dell's $6.25 billion pledge | CNBC

Paramount Makes $77.9 Billion Hostile Bid for Warner After Netflix Struck Deal | WSJ.com by Lauren Thomas

Mortgage News Daily | December 8, 2025

Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This  podcast is for informational and educational purposes only and is not intended as personalized recommendations or  fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax  advice or as a solicitation to offer or to buy any securities.Clients of Northbound Wealth Management LLC may maintain  positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!

This week's format:

Market Update

YCharts: Nov. 20, 2025 - Why the Dot-Com Comparison Falls Short in 2025

• AI Leadership and Market Anxiety
• The Dot-Com Blueprint
• There Is Always a Reason to Sell
• Today’s Fundamental Differences
• Navigating the Narrative

AAII October 2025 Edition | Wayne Thorp, CFA, Looking Beyond Price Trends With the McClellan Oscillator

Northbound Wealth | Year-End Giving

Money, Possessions, & Eternity by Randy Alcorn -Chapter 21: Teaching Children about Money and Possessions, excerpts read by Brent Foster 

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my cohosts, or my guests are solely  our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational  and educational purposes only and is not intended as personalized recommendations or fiduciaryadvice. It is not intended toprovide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to  buy any securities. As a reminder, all investments include the risk of loss and past performance is not  indicative  of  future  results. Clients of Northbound Wealth Management LLC may maintain positions in the securities  discussed in this podcast.

Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!

This week's format:

• Market Update
• Ark Disrupt: Weekly newsletter curated by Ark's Thematic Research Team | The FDA’s New “Plausible Mechanism” Pathway Could Transform Therapies For Rare Diseases, & More
• NVIDA CEO Jensen Huang 'half a trillion' forecast | CNBC, Kif Leswing -JPMorgan analyst Harlan Sur has an "overweight" rating and a PT of $215 per share on NVDA.

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!

This week's format:

• Market Update
• AI Headlines & Portfolios
• Fed Rate Cutsf - CNBC
• Did You Know? Open Enrollment Season (review 401k and HR Benefits), Long-Term Care Awareness Month, PWC predicts holiday spending decline, If you are over 50 (new retirement savings rules),
• Technical Analysis Spotlight - Final Thoughts

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!

This week's format:

• Market Update
• Mortgage News Daily - October 22, 2025
• The Transcript - Weekly Quotes From Earnings Calls, Jamie Dimon CEO of JPMorgan Chase Bank, Charlie Scharf CEO of Wells Fargo and more...(Oct. 20th)

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!

This week's format:

• Market Update - Stocks Advance, Despite D.C. Shutdown
• Pennies Are Going Away! - AI Search / US Mint / AP News
• Government Shutdown: What It Means for Social Security & Your Portfolio
• CNBC - Private health insurers use AI to approve or deny care. Soon Medicare will, too. Lauren Sausser & Darius Tahir | KFF Health News 9/24/2025.
• EA Sports Aquisition 9/29/2025
• FICO provider is shaking up its credut score busines. Its stock is surging, by Pia Singh, CNBC
• Mortgage Rates Expected to Move Below 6% by End of 2026 according to Fannie Mae Data Insights (September 2025)
• A 2025 Guide to Protecting Seniors From Fraud

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!

This week's format:

• Market Update
• FOMC Meeting (Rate Cut Decision)
• Technical Analysis Spotlight: Charts of tickers: GOOGL, META, MSFT, VST, AVGO, AMZN, NVDA, ORCL - I believe AI-themed leadership will likely represent the bellwether for the broader market. These guys charts are bullish.

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!

This week's format:

• Market Update
• Kraft-Heinz Breakup
• National 401k Day 9/5/25
• The Big Beautiful Bill - A Summary & Reminder
• When's the right time to transfer wealth - at death, or during life?
• 2025 The State of Manufacturing with Rockwell Automation & YCharts.com

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!

This week's format:

• Market Insights: The Fed Weighs Rate Move
• Ethereum Battles Bitcoin for Wall Street Whales, Written by Jaime Wilde of the Daily Upside, August 26, 2025.
• Thestreet.com: Wall Street's favorite analyst just dropped a bombshell, Wall Street veteran Tom Lee says Ethereum is going through a transformation as big as the U.S. leaving the gold standard, by Mehab Qureshi
• Palantir (PLTR): Who they are and what do they do FAQ's. by Palantir Techologies August 21, 2025

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!

This week's format:

• Market Insights & Timely Information
• Technical Analysis Spotlight
• Inflation
• Relocating In Retirement
• Will My Money Last?
• Leaving IRA's To The Kids?

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!

This week's format:

• Market Insights and highlights of PLTR, AAPL, TSLA
• Retirement & Behavioral Finance 101
• August 7, 2025 - Trumps Executive Order - Alternative Investments in 401ks (Private Equity, Hedge Funds, Real Estate, Venture Capital, etc.)
• Is it good for everyone?
• Taking Charge of Your 401k
• Back to School Savings Tips
• August is National Make-A-Will Month

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!

This week's format:

• Market Insights
• Apple, Amazon, Alphabet, Meta, Netflix earnings review, how are they doing, and price targets (expectations).

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!

This week's format:

• Market Insights
• Fund Flows
• Roth IRA's
• Market Thoughts

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!

This week's format:

• Market Insights
• The One, Big Beautiful Bill - Signed into law in July 2025 | AICPA | Allistair M. Nevius, J.D. (July 2025) / The Journal of Accountancy

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!

This week's format:

• Market Insights – Northbound Wealth

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!

This week's format:

• Market Insights – Northbound Wealth
• Tom Bowley CMT | Earningsbeat.com – “The Fed is Getting It Wrong AGAIN As They Hold Rates Steady” (Stockcharts.com)
• Understanding the Nuances of Stock Options vs. RSUs
• Ever heard of luxury home swapping?
• Did you know that the top 10% of earners account for nearly half of all U.S. consumer spending?
• What’s the one subject your kids won’t learn in school—but absolutely should?
• Back to Basics: An Inside Look at Asset Allocation, Warren Buffett on Emotion and Investing, Time in the Market, Not Timing the Market, The Value of Financial Professionals, Schedule a Complimentary Financial Assessment

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics,  and personal finance!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth 
2. How Much Do You Really Know About Stock Market Index’s?
3. TrendLabs | Everybody's Wrong by JC Parets, CMT & Founder of TrendLabs - June 17th article entitled "Retail Investors Are Selling"
4. For the Class of 2025 | What does the Job Market Look Like?
5. What Books Are You Reading This Summer?

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple,  Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us  out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by sending us a message by using our contact us page: https://www.northboundwealth.com/contact

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my cohosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. 

This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax 

advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past  performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics,  and personal finance!

This week's format:

Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth 

What Happens When the S&P 500 Breaks Below Gap Support, David Keller, CMT, Sierra Alpha Research.

What do a lot of people overlook when they inherit IRAs

Preparing your taxes for next year? The IRS has outlined what married couples filing jointly need to know about the 2025 tax brackets.

Through Ups, Downs, and Headlines: What Still Works - Brent Foster. 

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to  podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my cohosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to  provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to  buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Brent has spent nearly two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics,  and personal finance!

This week's format:

Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth 

AAII.com | 16 Red Flags to Watch for in a Company's Financial Statements, by Charles Rotblut, CFA, Editor of AAII. 

Palantir (PLTR) - Q1 2025 Earnings release and discussion

Is it smarter to buy or rent a second home? 

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to  podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at  info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth
2. The Daily Wire | Apple Leads Manufacturing Pivot to India (April 30, 2025)
3. AAPL, AMD, NVDA, AMZN, MSFT, NFLX, GOOG - stock analysts and reviews from (JPM) and some additional comments.

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth
2. S&P 500 Levels - Technical Spotlight
3. Comments by Brent Foster, CEO of Northbound Wealth
4. The intellectual and emotional discipline of staying in the markets, compounding, and the power of long-term investing in the S&P 500 as well as sticking with your hard-developed, long-term strategy.

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth
2. Trump Tariff Update (April 9th) | CNBC
3. Technical Analysis Spotlight with Brent Foster
4. April is Financial Literacy Month | Spring into Financial Literacy Month with Actionable Steps & Tips | Planning Tips!

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth
2. The Evolving Role of Women in Family Finances
3. Technical Analysis Spotlight with Brent Foster

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth
2. Forgotten Retirement Accounts: Don’t Leave Money Behind
3. A $172 Billion Mistake
4. It’s Annual Bonus Season
5. How to account for ‘sweat equity’ in farm estate planning
6. Charles Schwab's "Pump & Dump" Warning to Investors

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

Investor Education | Fraud & Ponzi Schemes

• SEC & FINRA website Investor.gov
• Fraud and Ponzi Schemes
• Hallmarks of a Ponzi Scheme
• "The Money Doctor" William Neil Gallagher Fraud Scheme
• Bernard Madoff Ponzi Scheme
• Sam Bankman-Fried (SBF) FTX Crypto Fraud & Ponzi Scheme
• IRS Guidance for Victims and their Tax Professionals
• Resources & Wrap Up

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

References for this Episode:

1 https://www.youtube.com/watch?v=oo592MNWe-c

2 https://www.sec.gov/litigation/litreleases/lr-24420

3 https://www.cbsnews.com/news/doc-gallagher-christian-radio-host-3-life-prison-terms-ponzi-scheme/

4 https://edition.cnn.com/2013/03/11/us/bernard-madoff-fast-facts/index.html

5 https://www.pbs.org/wgbh/pages/frontline/madoff/cron/index.html

6 New York State Office of the Attorney General. "Madoff Middleman Ezra Merkin Charged With Fraud For Secretly Steering $2.4 Billion In Investor Assets Into Madoff's Ponzi Scheme

7 https://www.pbs.org/wgbh/pages/frontline/madoff/cron/index.html

8 Id.

9 https://www.forbes.com/sites/nicholasreimann/2021/04/14/bernie-madoff-dies-in-federal-prison-at-82/?sh=4e304653fadd

10 Bankman-Frieds is arrested as feds charge massive fraud at FTX crypto exchange,” Bankman-Fried is arrested as feds charge massive fraud at FTX crypto exchange : NPR, Dec. 13, 2022.

11 https://abcnews.go.com/Business/funds-recovered-victims-bernie-madoff/story?id=94863713

12 Internal Revenue Service, Rev. Rul. 2009-09

13 Rev. Rul. 72-112, 1972-1 C.B. 60

14 Internal Revenue Service, Rev. Rul. 2009-09

15 Rev. Proc. 2009-20

16 Id.

17 Id.

18 Id.

19 Giambrone et al v. Commissioner, TC Memo 2020-145, October 19, 2020

20 Revenue Procedure 2009-20, Section 4.04

21 Giambrone et al v. Commissioner, TC Memo 2020-145, p. 5

22 Giambrone et al v. Commissioner, TC Memo 2020-145, pp. 5-6

23 Id. at p. 10

24 Id. at p. 12

25 Revenue Procedure 2009-20, Section 2.03-2.04

26 Tax Court Docket No. 6500-13

27 Tax Court Docket No. 6500-13

28 Rev. Proc. 2009-20, sec. 4.06(1)(a)(ii)

29 Id. at sec. 4.06(2)(c)

30 Tax Court Docket No. 11390-12

31 26 U.S. Code § 2054 - Losses

32 Tax Court Docket No. 28602-10

33 https://edition.cnn.com/2023/02/27/business/td-bank-ponzi-scheme-stanford-settlement/index.html

34 https://www.seattletimes.com/business/umpqua-bank-accused-of-aiding-a-massive-ponzi-scheme-again/

35 https://www.classlawgroup.com/securities-fraud/professional-financial-investors-lawsuit

36 Treasury Department Circular No. 230 (Rev. 6-2014), Regulations Governing Practice before the Internal Revenue Service, 10.2(4)

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth
2. Heart & Cancer Awareness Month - February 2025
3. Technical Analysis Spotlight with Brent Foster, CEO of Northbound Wealth Management

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth
2. Forgotten Retirement Accounts
3. Be On The Lookout: Criminals Filing Tax Returns In Your Name
4. This Financial Aid Awareness Month, critical insights that could save you thousands
5. Can you guess 5 big financial mistakes Gen Z appears to be making?
6.  Did you know that the Social Security death benefit has remained at $255 since 1954 despite increases in funeral costs over the decades?
7. 2025 State of the Markets by Brent Foster, CEO of Northbound Wealth Management LLC.

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

References and Sources for this release are as follows:

CNBC.com, 2023, 2024, 2025

Factset.com, 2023, 2024, 2025

Finance.Yahoo.com, 2023, 2024, 2025

WSJ.com, 2023 - 2025

TradingEconomics.com, December 18, 2024

UMich.edu, December 18, 2024 NAHB.org, December 17, 2024

BLS.gov, December 18, 2024, 2025

CNR.com, January 2023, 2024, 2025

Conference-board.org, December 19, 2024. Chart through November 2024

JPMorgan.com, November 30, 2024

CMEGroup.com, December 20, 2024

Philadelphia Federal Reserve Bank, November 15, 2024

FRBSF.org, August 12, 2024

Federalreserve.gov, 2024

Capital Group, 2024

Disclosures: Securities and advisory services are offered through Charles Schwab & Co., member FINRA, SIPC, and Northbound Wealth Management LLC DBA Northbound Wealth. Northbound Wealth and Charles Schwab & Co. are separate companies and are not affiliated. Northbound Wealth Management LLC uses Charles Schwab & CO. as the primary custodian for client assets. Monthly statements are generated by Charles Schwab & Co., affording our clients the security of outside verification of their asset values and returns. Clients’ Schwab accounts are covered by SIPC insurance. In addition, Northbound Wealth provides each client a quarterly analysis of their accounts and our advisory performance. Access to these documents and more are available via the client portal and through our mobile applications on all Apple & Android devices. Opinions, estimates, forecasts, and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. We believe the information contained in this commentary has been obtained from sources that are reliable. This presentation is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. The indexes mentioned in this seminar are unmanaged and not available for direct investment. Past performance is no guarantee of future results. All investments include the risk of loss. These views should not be construed as investment advice. Neither the named representative, nor the named Registered Investment Professional, gives tax or legal advice. All information is believed to be from reliable sources; however, we make no representation as to its or accuracy. Please consult your financial professional for further information. Northbound Wealth does not provcompletenesside tax or legal advice; consult your tax or legal professional regarding your situation. Additional

Additional Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth
2. S&P 500 Earnings Season Report, January 24th | Factset | By John Butters, CFA
3. 10 Facts You May Not Know About Social Security
4. Technical Analysis Spotlight | S&P 500 and NYSE | Brent Foster, Northbound Wealth

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth
2. Personal Finance, New Year's Resolutions, Goal Setting, Behavioral Finance, and tips heading into 2025!

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth
2. Counting the Cost of Healthcare in Retirement
3. Just Keep Buying by Nick Maggiulli, 2024 (Exerpt) with comments by Brent Foster, CEO Northbound Wealth
4. Year-End Charitable Donations | Mortgage Rates (CNBC) | Legacy, Happy Holidays New Year!

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth
2. The Warren Buffett Letter 11.25.24

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth
2. YCharts.com | Market Pulse (excerpts) Nov. 4th - Nov. 8th
3. IRS Releases 2025 Tax Brackets | IRS.gov

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth - 2024 Election Results
2. When was the last time you checked your retirement plan contributions this year?
3. FACTSET - S&P 500 Earnings Update by John Butters
4. Monthly Market Insights | Review of October 2024 to Election Day

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth - Stocks mixed ahead of election!
2. Market Comments by Brent Foster, continued...
3. Stock Analysis - Earnings Season (https://stockanalysis.com/)
4. A Different Kind of Year-End Review
5. Year-end Giving Strategies to Maximize your Impact

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth
2. Safeguarding Your Identity: Essential Tips for Financial Security
3. Exploring the Financial Impact of Electric Vehicles - Brent Foster, CEO of Northbound Wealth Management

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth
2. Mortgage refinance boom takes hold as weekly demand surges 20% by CNBC's Diana Olick
3. BNPL Loans article posted by CNBC (link here)
4. Make year-end tax planning moves before it’s too late!
5. Financial Planning - Why Do You Need It! - Northbound Wealth's Brent Foster
6. Safeguarding Your Identity: Essential Tips for Financial Security

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

1. The Impact of Elections on Markets & Tax Policy - Northbound Wealth Management's Brent Foster
2. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth
3. S&P 500: Sector Snapshot - Performance & Valuations with Brent Foster
4. AAII.com: "Six Lessons of Investment Loss to Keep You Winning," by Andrew Stotz, CFA and Host of "My Worst Investment Ever" Podcast. The American Association of Individual Investors: www.aaii.com/authors/andrew-stotz.

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth
2. Elections & Your Finances: What really matters
3. Emotions play a significant role in our relationship with money and financial decisions.

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent has spent nearly two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth
2. BLM Data - update
3. The Great Spending Balance
4. 7 Principles of Long-Term Investing

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth
2. Technical Analysis Spotlight with Brent Foster, CEO of Northbound Wealth
3. Housing Market Data - Quick update - Reuters
4. Artificial Intelligence's Influence on the Investing Landscape
5. Financial Exploitation - The alarming rise in elder financial exploitation (EFE) is reaching new height.
6. How big could A.I. be by 2030?

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

• Market Insights & Update: STOCKS STAGE COMEBACK AFTER HEAVY MONDAY

YCharts

Stockcharts.com

• CPI/PCE - Comments on the inflation release today 8/14/24 by Brent Foster, CEO Northbound Wealth.

Dr. David Kelly at JPMorgan Asset Management's Chief Market Strategist

Bloomberg Markets

• Simplify Your Financial Life - Week
• Son's & Daughter's Day
• 401k Millionaires

Compound Interest - Calculator

• In you 30s and have nothing saved for your retirement? Here's how you could still retire a millionaire, by Cheyenne DeVon of CNBC.

Cheyenne DeVon bio

CNBC

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Insights & Update: The correction and sell-off in the stock market and recession fears.
2. Housing Market Update and Data: Redfin
3. Federal Cap on Rents: Redfin
4. Did you know? New Business Filing Requirements for Business Owners
5. Six Things I'd Teach My College Kid

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

1. The Northbound Wealth 2024 State of the Markets Halftime Report.

For charts and slides and video, please click the link above or the Youtube link below.

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth
2. Housing Market comments
3. The Electric Bill for Our AI Future (6.30.24) by The Daily Upside's Isobel Asher Hamilton
4. Insurance Awareness Day is June 28th - Topical Tips
5. Financial & Retirement Strategies for Women & Conquering Retirement Challenges

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth
2. What are your top Concerns 1/2 way through 2024?
3. Avoiding common IRA mistakes
4. Technical Analysis Spotlight 6/26/24 - What I'm looking at and what it means (briefly). NYSE McClellan Summation Index (ratio adjusted) (EOD) with Full Stochastics, Volume, and Price of $SPX. (NYSE) One chart with daily candlesticks and 1-year time horizon and another chart with weekly candlesticks on a 4-year time horizon.

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth
2. Financial Wedding Tips for a Memorable "I Do."
3. Which documents should I take on vacation?
4. Technical Analysis Spotlight 6/18/24 - Brent Foster, CEO

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth
2. June is National Cancer Survivor Month
3. Summer Jobs and Roth IRAs
4. Sir Jon Templeton and Correlations between Stock & Bonds
5. Monthly Review of Stock Market performance in USA and Global along with AI, Apple, NVDA, and fun facts!

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth
2. Mortgage Rates - comments by Brent Foster, CEO of Northbound Wealth
3. TAS 5.28.24 (Technical Analysis Spotlight) - Brent Foster, CEO of Northbound Wealth where he discusses some of his indicators and market levels, direction, etc., VIX, CBOE Put-Call, McClellan Summation Index, Advance/Decline Line, NYSE, NAS, S&P 500, DOW, and more! (resource links to Investopedia.com)

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth

Social & News Updates:

• AAII Sentiment Survey and Asset Allocation Survey, AAII Journal, May 2024 Edition
• Wall Street sayings
• Inflation Data
• Mona Lisa
• Changing Jobs & Your 401k
• $43M Shipwreck Treasure and UK Supreme Court ruling and Maritime Law
• FTC Bans Noncompete Agreements & The Impact of Them
• FASFA Deadline June 30 - Experts fear catastrophic declines thanks to botched FASFA rollout
• Biden calls for higher Tariffs on Chinese Steel

Retirement Insights

1. How much do I need to retire?
2. Why Do Renters Have to Save More?
3. Retirement Insights for May 2024

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth
2. WSJ article: Wall Street Turns Up the Heat on Companies to Perform, by Hardika Singh
3. Financial Update - The FED and Interest Rates
4. HELOC (Home Equity Line of Credit)
5. Cyber Scam Warning: "Can you hear me?"

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth
2. Cyber - Identity Protection Strategies - Are You Doing Enough To Keep Your Information Safe?
3. Top Publically Traded Cybersecurity Companies - Brent Foster, CEO of Northbound Wealth

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth
2. Give Your Children the Gift of Financial Literacy
3. Create a Strategy to Protect Your Wealth with Potential Estate Tax Changes Looming

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player.  Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth
2. Technical Analysis Spotlight: S&P 500, DOW, NASDAQ levels and indicators with Brent Foster
3. The Daily Upside - highlighted articles 
4. Apple - "Apple might team up with Google to put AI on its Iphones"
5. Deloitte - "Deloitte plans a massive restructuring"
6. Uber - "Can rideshare giant sustain its recent success?" 
7. Lyft
8. Door Dash
9. #Gig Economy
10. #Financial Times (FT)

Subscribe to The Daily Upside!

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player.  Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth
2. Secure Act 2.0 Includes New Provision on Special Needs Trusts
3. Love is in the air (Love & Money) "Impacts on Finances"
4. Women & Wealth - A Pivot Towards Retirement

Please subscribe by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player.  Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth
2. Q1 2024 Earnings: The Devil Is In The Details by Northbound Wealth
3. Retirement:  Important Birthdays Over 50 by Northbound Wealth
4. AAII, Charles Rotblut Editor and CFA: "Speculative Assets Placed Into ETF's Can Still BE Wrecking Balls"

Please subscribe by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player.  Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth
2. Technical Analysis Spotlight - Brent Foster, CEO of Northbound Wealth and Stock earnings comments
3. The Psychology of Love & Money
4. Important Tax Information for the Upcoming Filing Season, Reg Changes, and link to Secure Act 2.0 on my blog. 
5. Secure Act 2.0 Changes that Could Impact Your Finances in 2024

Please subscribe by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player.  Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth
2. Technical Analysis Spotlight - Brent Foster, CEO of Northbound Wealth

Please subscribe by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player.  Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge about personal finance and Investing. Subscribe today!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO
2. My annual "Thank You" and graditude to all the individuals that make up the institutions that make what I do for clients at Northbound Wealth possible. 

• My clients - You know who you are!
• Charles Schwab & CO.
• Orion
• Forge Trust
• BlackInk IT
• SalesForce FSC
• FMG Suite
• XYPN Planning Network
• Smart RIA
• Microsoft - Office Suite

Other Professionals in various fields such as Legal, Tax, Accounting, Research, and other services!  There are too many to list here! Thank you!!

Final Segment: Technical Spotlight, Key Facts, some History, 2023 comments by Brent Foster of Northbound Wealth with source articles from Investopedia. 

• The S&P 500 (Average Returns, etc.)
• The Dow Jones Industrial Average
• The NASDAQ, NASDAQ Composite, and NASDAQ 100

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge about personal finance and Investing. Subscribe today!

This week's format:

Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO

2024 Price Targets for the S&P 500

FACTSET - Industry Analysts Predict The S&P 500 Will Close Above 5,000 in 2024 by John Butters, Sr. Earnings Analyst (12/8/2023) 

Comments by Brent Foster, CEO of Northbound Wealth:  I apprecate the "Bottom-up vs. Top-Down" approach they take 

Business Insider | Market Insider: "Here's a complete rundown of Wall Street's 2024 stock market predictions" by Matthew Fox (12/7/2023)

Comments and opinions by Brent Foster, CEO of Northbound Wealth. 

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge about personal finance and Investing. Subscribe today!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO
2. I discuss the best and worst stock performers in the S&P 500 so far in 2023 as of 12/7/23 (Schwab data) and provide my thoughts. 

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge about personal finance and Investing. Subscribe today!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO
2. What you can do when your child turns 18 - Brent Foster
3. 2023 Market Review & 2024 Market Outlook - Brent Foster

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge about personal finance and Investing. Subscribe today!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO
2. Money, Possessions & Eternity by Randy Alcorn (Chapt. 7 - Exerpt)
3. Technology Guide for Dementia Patients and Their Caregivers - Brent Foster
4. "Stock Strategies" from the American Association of Individual Investors November 2023:  The Pros & Cons of Investing in BDC's to Access Private Equity - "Business Development Companies offer the opportunity to invest in some attractive areas; however, there are significant risks."

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge about personal finance and Investing. Subscribe today!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO
2. November (Movember) - Social Awareness and Perspective
3. Technical Spotlight and Charting of the Nasdaq (QQQs) and the S&P 500 with Brent Foster - Upside and Downside Price Targets

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge about personal finance and Investing. Subscribe today!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO
2. Technical Spotlight and Charting of the S&P 500 with Brent Foster
3. No One Likes Taxes: Tax Cuts & Jobs Act of 2017 - Brent Foster
4. Financial Friday Tip - Various Ways To Manage Your Estate with Brent Foster
5. Interest Rates & Treasuries: The 1YR - Tbill. versus The 10YR - Tbill with Brent Foster

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge about personal finance and Investing. Subscribe today!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO
2. Using EBITDA and Enterprise Value to Calculate a Stocks' Worth, by Jack Gilleland, AAII Assist. Financial Analyst

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge about personal finance and Investing. Subscribe today!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO
2. The Impact of SECURE ACT 2.0 in 2024 and Beyond

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge about personal finance and Investing. Subscribe today!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO
2. 2023 Year-End Checklist
3. Money, Posessions & Eternity by Randy Alcorn - Excerpt by Brent Foster on Chapt. 11 (pg. 159-160)
4. Breast Cancer Awareness Month - You can support locally by checking out this link at the Indiana University Melvin and Bren Simon Cancer: https://give.myiu.org/crowdfunding/I380015965-CF.html\

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge about personal finance and Investing. Subscribe today!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO
2. AI's Role In Shaping Our Tomorrow - Brent Foster
3. Technical Analysis Spotlight and Market Thoughts with Brent Foster, CEO of Northbound Wealth
4. Top 10 Questions High Net Worth Individuals Ask About Social Security - Brent Foster

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge about personal finance and Investing. Subscribe today!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO
2. Technical Analysis Spotlight and Market Thoughts with Brent Foster, CEO of Northbound Wealth
3. 2023 Fight Club / PHARE Warrior Golf Outing & Kickoff for Round 18! 
4. 2023 Noblesville Chamber of Commerece "Birdies & Brews VIII" Golf Outing shout out and Thank you to Tom Marquell, the city of Noblesville, and Indy PodLab!

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge about personal finance and Investing. Subscribe today!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO
2. Understanding the September Effect - Brent Foster, CEO of Northbound Wealth
3. September - College Savings Month
4. Investor's Business Daily: "The One Generative AI Risk that No One Is Talking About"
5. 1st Annual "Warrior" Golf Outing By PHARE Warrior / Fight Club On 9/11

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge about personal finance and investing. Subscribe today!

This week's format:

1. An Inspiring Story #PeopleHelpingPeople #Kindnessmatters
2. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO
3. Women's Equity Day
4. Technical Analysis Spotlight: S&P 500, Apple, Disney, Nvidia (stocks)
5. John C. Maxwell: "When was the last time you did something for the first time?"

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Please join Brent as he shares his experience and knowledge about personal finance and investing. Subscribe today!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO
2. Bloomberg News: Goldman Sachs Pencils in First Rate Cut in Second Quarter of 2024
3. Charles Schwab: Interest Rates with Brent Foster, CEO of Northbound Wealth
4. AAII Investor Survey: Sentiment Survey
5. AAII Asset Allocation Survey
6. AAII: Record-High Participation in Retirement
7. Source: How America Saves 2023; Edition Vanguard, June 2023
8. AAII - The Big Question: How AAII Members Have Responded to Interest Rate Hike (excerpt). 
9. Technical Analysis Spotlight: S&P 500 technicals with Brent Foster, CEO of Northbound Wealth 
10. Investopedia: Double Top vs. Double Bottom
11. 2023 Charles Schwab Modern Wealth Survey

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO
2. Technical Analysis Spotlight with Brent Foster, CEO of Northbound Wealth

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO
2. Money Tips for Sending Children Off to College with Brent Foster
3. "A tax-smart way to develop and sell appreciated land" - Peachin Schwartz & Weingardt

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO
2. The Transcript: "Healing Capital Markets" excerts from earnings calls and some notable CEO's. 
3. Self-Proclaimed DIY Investors, by Brent Foster
4. 401K Specialist - "1 in 5 Fear Never Being Able to Retire" by Brian Anderson, Editor In Chief
5. 401k Specialist - "Retirement could be a nightmare for Generation X" (GEN X). 

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO
2. Technical Analysis Spotlight with Brent Foster and discussing JPMorgan's view of levels. 
3. The Daily Upside on July 17, 2023 excepts - "Nobody Wants to Invest in Small Tech" and "Elon Musk keeps on Trucking (Cybertruck)"

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO
2. By the News / By the Numbers 6/26/23: MFS Investment Management
3. The Daily Upside: White Collar Woes and FTC Closes In On Influencers
4. The Physchology of Money by Morgan Housel: No One's Crazy, Chapter 1 excerpt
5. CNBC: Finance no. 1 Industry for Gen Z

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Brent has spent the last 18+ years in the financial services industry working for large and small institutions before founding Northbound Wealth Managment LLC. Please join Brent as he shares his experience and knowledge about personal finance and investing. Subscribe today!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO

2. Northbound Wealth's Innovation and Disruptive Technologies Series part 1:

- "14 Innovation trends with exponential growth potential Ark's big ideas 2023:" ZDnet.com's article written by Vala Afshar. Comments by Brent Foster, CEO Northbound Wealth.

3. Technical Analysis Spotlight with Brent Foster, CEO Northbound Wealth.

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intendedas personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Brent has spent the last 18+ years in the financial services industry working for large and small institutions before founding Northbound Wealth Managment LLC. Please join Brent as he shares his experience and knowledge about personal finance and investing. Subscribe today!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc.

2. The Daily Upside excerpts: Buffett Annual Meeting review and SEC Whistleblower record payout.

3. Excerpt from "God Own's It All," by Ron Blue, Contrasting the stories of Howard Hughes with George Muller. "Breaking the Power of Money."

4. Technical Analysis Spotlight with Brent Foster, CEO Northbound Wealth.

• S&P 500 Large Cap Index trading vs. S&P 500 Equal Weight levels.
• Chip/Semi-Tech Stocks, NVDIA, AI, etc.
• Consumer Discretionary - Auto, Ford - Tesla partner up.

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intendedas personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Brent has spent the last 18+ years in the financial services industry working for large and small institutions before founding Northbound Wealth Managment LLC. Please join Brent as he shares his experience and knowledge about personal finance and investing. Subscribe today!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc.

2. Bull Market? What is a Bull Market and S&P 500 Levels?

3. Living Trusts: Understanding the Basics and Key Considerations

4. Technical Analysis Spotlight: Duration and Bond Trading, S&P 500 Trend and trading levels, near-term outlook. Debt Ceiling, China, and everything else comments.

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intendedas personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Brent has spent the last 18+ years in the financial services industry working for large and small institutions before founding Northbound Wealth Managment LLC. Please join Brent as he shares his experience and knowledge about personal finance and investing. Subscribe today!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc.

2. OpenAI and ChatGPT

3. Technical Analysis spotlight, S&P 500 support and resistance levels, outlook.

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intendedas personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Brent has spent the last 17+ years in the financial services industry working for large and small institutions before founding Northbound Wealth Managment LLC. Please join Brent as he shares his experience and knowledge about personal finance and investing. Subscribe today!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. (Week 40, E40)

2. Trying to Time a Recession

3. Technical Analysis spotlight, S&P 500 support and resistance levels - what's working and what's not.

3.a. Debt Ceiling, etc.

4. Eye Popping Cost of College

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intendedas personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Brent has spent the last 17+ years in the financial services industry working for large and small institutions before founding Northbound Wealth Managment LLC. Please join Brent as he shares his experience and knowledge about personal finance and investing. Subscribe today!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc.

2. Stock Earnings reports, price targets, analysis, and comments.

• Apple
• Microsoft
• Amazon
• Meta (Facebook)
• JPMorgan Chase
• Bank of America
• Wells Fargo
• Charles Schwab
• Goldman Sachs

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intendedas personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Brent has spent the last 17+ years in the financial services industry working for large and small institutions before founding Northbound Wealth Managment LLC. Please join Brent as he shares his experience and knowledge about personal finance and investing. Subscribe today!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, etc.

2. AAII Investor Sentiment Survey, April 2023

3. AAII Model Allocations (Stock v. Bonds-Cash) Portfolio Positioning Survey

4. How will working affect your Social Security Benefits?

5. What to do when your income reaches 7 figures

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intendedas personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Brent has spent the last 17+ years in the financial services industry working for large and small institutions before founding Northbound Wealth Managment LLC. Please join Brent as he shares his experience and knowledge about personal finance and investing. Subscribe today!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, etc.

2. Technical Analysis Spotlight - Brent Foster, CEO Northbound Wealth

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intendedas personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Brent has spent the last 17+ years in the financial services industry working for large and small institutions before founding Northbound Wealth Managment LLC. Please join Brent as he shares his experience and knowledge about personal finance and investing. Subscribe today!

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

This week's format:

1. Weekly Market Update 3.27.23 - Review and current state of markets.
2. Money that Buys Good Health is Never ill Spent
3. How Income Taxes Work...
4. Does Credit Scores Affect Insurance Rates?
5. Understanding FDIC Insurance - How it works and what it covers

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intendedas personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.  

Brent has spent the last 17+ years in the financial services industry working for large and small institutions before founding Northbound Wealth Managment LLC. Please join Brent as he shares his experience and knowledge about personal finance and investing. Subscribe today!

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

This week's format:

1. Weekly Market Update 3.21.23 - Review and current state of markets.
2. Fed and Interest Rates, S&P 500 Trends/Technicals
3. Alternative Assets Aren't So Easy to Get Out Of - AAII Editor Charles Rotblut, CFA
4. Financial Planning: AAII - The Truth About Annuities, Stan Haithcock "Stan the Annuity Man"

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intendedas personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.  

Brent has spent the last 15+ years in the financial services industry working for large and small institutions before founding Northbound Wealth Managment LLC. Please join Brent as he shares his experience and knowledge about personal finance and investing. Subscribe today!

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

This week's format:

1. Charles Schwab & Co. Letter from Charles Schwab: Charles Schwab, Founder and Co-chairman and Walt Bettinger, CEO and Co-chairman 
2. Weekly Market Insights - Week 34, March 13, 2023
3. Tax Tip
4. The Motley Fool - Silicon Valley Bank Failure - Email
5. The Demise of Silicon Valley Bank by Marc Rubenstein, Net Interest blog.
6. S&P 500: The 3,800-3,500 confluence levels - Tested?!

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intendedas personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.  

Brent has spent the last 15+ years in the financial services industry working for large and small institutions before founding Northbound Wealth Managment LLC. Please join Brent as he shares his experience and knowledge about personal finance and investing. Subscribe today!

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

This week's format:

1. Monthly Market Insights - Week 33
2. Global Markets Data
3. Real Rate of Return

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intendedas personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.  

Brent has spent the last 15+ years in the financial services industry working for large and small institutions before founding Northbound Wealth Managment LLC. Please join Brent as he shares his experience and knowledge about personal finance and investing. Subscribe today!

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

This week's format:

1. Weekly Market Insights - Week 32
2. LTCMA's JPMorgan - Executive Summary
3. Managing God's Money, by Randy Alcorn.

- Chpt. 21: Teaching Children How to Manage God's Money & Possessions

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intendedas personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.  

Brent has spent the last 15+ years in the financial services industry working for large and small institutions before founding Northbound Wealth Managment LLC. Please join Brent as he shares his experience and knowledge about personal finance and investing. Subscribe today!

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

This week's format:

1. Weekly Market Insights
2. Estate Management - Principles and Why you need it!
3. Saving Early - The benefits of compounding
4. Technical Analysis Spotlight - S&P 500 Levels

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intendedas personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.  

Brent has spent the last 15+ years in the financial services industry working for large and small institutions before founding Northbound Wealth Managment LLC. Please join Brent as he shares his experience and knowledge about personal finance and investing. Subscribe today!

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

This week's format:

1. Weekly Market Insights & Technial Surveillance.
2. Market Volatility Commentary - Marko Kolanovic - Chief Global Markets Strategist at J.P. Morgan Securities LLC
3. Technical Analysis Spotlight - Northbound Wealth
4. Where have all the $200k homes gone? - Ben Carlson
5. Insider Trading "Shadow Trading" - The Daily Upside
6. The Politics of Chat Bots - ChatGPT (AI) - The Morning Brew
7. Important Tax Dates in Life - Northbound Wealth
8. 2023 Tax Rates - Update - Northbound Wealth

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intendedas personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.  

Brent has spent the last 15+ years in the financial services industry working for large and small institutions before founding Northbound Wealth Managment LLC. Please join Brent as he shares his experience and knowledge about personal finance and investing. Subscribe today!

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

This week's format:

1. Weekly Market Insights & Surveillance.
2. High Net Worth and Affluent Investor Challenges.
3. The 4-Step Simple Process for engageing Northbound Wealth.

Disclosures: Welcome to The Northbound Wealth Podcast.  All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC.  This podcast is for informational and educational purposes only and is not intendedas personalized recommendations or fiduciary advice.  It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results.  Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.  

Brent has spent the last 15+ years in the financial services industry working for large and small institutions before founding Northbound Wealth Managment LLC. Please join Brent as he shares his experience and knowledge about personal finance and investing. Subscribe today!

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

This week's format:

1. Market Insight - Review last week markets and technical levels or trends
2. Q1 2023 Earnings Report Update
3. Dave Ramsey's Financial Peace University - Lead in to FPU and Financial Peace (Course)
4. Director's & Officer's Insurance - "why you may need it" - Northbound Wealth

Dislcosure: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and should not be relied upon for any investment, tax, or legal advice OR as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Brent has spent the last 15+ years in the financial services industry working for large and small institutions before founding Northbound Wealth Managment LLC. Please join Brent as he shares his experience and knowledge about personal finance and investing. Subscribe today!

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

Dislcosure: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and should not be relied upon for any investment, tax, or legal advice OR as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Brent has spent the last 15+ years in the financial services industry working for large and small institutions before founding Northbound Wealth Managment LLC. Please join Brent as he shares his experience and knowledge about personal finance and investing. Subscribe today!

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

This week's format:

1. Q4 2022 Market Review
2. 1st Week of 2023 Review
3. Social Security - The Elephant in the Room
4. 2023 State of the Markets - January 2023 - Coming Soon!

Dislcosure: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and should not be relied upon for any investment, tax, or legal advice OR as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Brent has spent the last 15+ years in the financial services industry working for large and small institutions before founding Northbound Wealth Managment LLC. Please join Brent as he shares his experience and knowledge about personal finance and investing. Subscribe today!

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

This week's format:

1. Market update up to 12/19/22
2. Market Technical Analysis Spotlight
3. The Fed, Inflation, and Interest Rates - Market Impact
4. Northbound Wealth State of the Markets Presentation Invite
5. 2023 JPMorgan Global Outlook note
6. Consensus is Economic Recession in 2023
7. 401k Plan Review, Portfolio and Retirement Plan Review
8. Thank you for all the support, Merry Christmas and Happy New Year! I'll see you in 2023!

Dislcosure: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and should not be relied upon for any investment, tax, or legal advice OR as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Brent has spent the last 15+ years in the financial services industry working for large and small institutions before founding Northbound Wealth Managment LLC. Please join Brent as he shares his experience and knowledge about personal finance and investing. Subscribe today!

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

This week's format:

1. Market update up to 12/12/22
2. Sam Bankman-Fried charges announced by SEC
3. Portfolio Risk Perspectives
4. Asset Allocation
5. Rebalancing your portfolio
6. Insuring your business with a buy/sell agreement

Dislcosure: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and should not be relied upon for any investment, tax, or legal advice OR as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Brent has spent the last 15+ years in the financial services industry working for large and small institutions before founding Northbound Wealth Managment LLC. Please join Brent as he shares his experience and knowledge about personal finance and investing. Subscribe today!

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

This week's format:

1. 10 Tips for newly married couples and prevent a rift!
2. Weekly Market Insight - review of last week
3. Monthly Market Review - November 2022

Dislcosure: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and should not be relied upon for any investment, tax, or legal advice OR as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Brent has spent the last 15+ years in the financial services industry working for large and small institutions before founding Northbound Wealth Managment LLC. Please join Brent as he shares his experience and knowledge about personal finance and investing. Subscribe today!

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

This week's format:

• Market recap of previous week, month, quarter, or year
• The FED and interest rates
• The Bond Market, Treasuries (T-Bills), Yield Curve, 60/40 Model Portfolios are not dead
• The Morning Brew - subscribe today, good coffee reading material.
• Northbound Wealth Blog - Good coffee reading material too.
• S&P 500 Index - Stock market trends, analysis, and comments - Brent Foster, CEO
• Youtube listeners - Check this out!

Dislcosure: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and should not be relied upon for any investment, tax, or legal advice OR as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Brent has spent the last 15+ years in the financial services industry working for large and small institutions before founding Northbound Wealth Managment LLC. Please join Brent as he shares his experience and knowledge about personal finance and investing. Subscribe today!

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

This week's format:

• Market recap of previous week, month, quarter, or year
• The FED and interest rates
• Tax Tip: Non-Employee Compensation
• FTX & Sam Bankman-Fried (SBF) - The Morning Brew article and CNBC
• Retirement Insights, November 2022
• The Daily Upside - November 17, 2022 - The Moon's Financial Phase

Dislcosure: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and should not be relied upon for any investment, tax, or legal advice OR as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Brent has spent the last 15+ years in the financial services industry working for large and small institutions before founding Northbound Wealth Managment LLC. Please join Brent as he shares his experience and knowledge about personal finance and investing. Subscribe today!

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

This week's format:

• Market recap of previous week, month, quarter, or year
• The FED and interest rates
• Tax Tip - TAS (IRS Advocate)
• Dave Ramsey - Budget resources www.ramseysolutions.com, Financial Peace University, Total Money Makeover
• Sam Bankman-Fried and the FTX (Crypto Crisis) - AXIOS article

Dislcosure: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and should not be relied upon for any investment, tax, or legal advice OR as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

Brent has spent the last 15+ years in the financial services industry working for large and small institutions before founding Northbound Wealth Managment LLC. Please join Brent as he shares his experience and knowledge about personal finance and investing. Subscribe today!

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

Format:

Market recap of previous week, month, quarter, or year

The FED and Interest Rates

"ABLE" Accounts - ADA and people with disabilities

Venture Capital and Private Equity Markets - Market Valuations will DECLINE!

Energy Firms, Big Oil & Gas, Profits and Berkshire Hathaway

Technical Analysis Spotlight - Weekly take on technicals!

Dislcosure: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and should not be relied upon for any investment, tax, or legal advice OR as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.