Full Episode Library

15 June 2021
Trends with Benefits #56: Retirement Savings Time Bomb with Ed Slott
Ed speaks with Ed Slott, CPA and author of The New Retirement Savings Time Bomb about what investors need to understand about retirement and how they can keep more of what they've saved.
09 June 2021
Trends with Benefits #55: The State of Asset Allocation with Dana D’Auria
Ed speaks with Envestnet's Dana D'Auria about challenges to traditional asset allocation approaches, navigating "hot" investment trends, the growth versus value dynamic and the alpha thesis of ESG.
12 May 2021
Trends with Benefits #53: Women Making an Impact in Finance with Sue van der Linden
In this episode I chat with Sue van der Linden, wealth advisor at Bluestone Planning Group about her advocacy of females in finance.
20 April 2021
Trends with Benefits Podcast #52: How to Trade Bitcoin with Ari Paul
I continue our special bitcoin podcast series by welcoming Ari Paul, CIO of BlockTower Capital to the show to discuss how bitcoin is traded.
13 April 2021
Trends with Benefits #51: Next Gen Advisory Practices with Mike Alexander
This week’s episode features a discussion with Mike Alexander, President of Wealth Management for Broadridge about building a next generation advisory practice.
06 April 2021
Trends with Benefits #50: REIT Income with Brad Thomas
This week's episode delves into the world of REIT income. I chat with Brad Thomas, CEO of Wide Moat Research to discuss COVID's impact on REITS, sector trends he's seeing, identifying quality and the impact of rising rates.
23 March 2021
Trends with Benefits #49: Social Leverage with Howard Lindzon
Ed welcomes Howard Lindzon, co-founder of StockTwits back to the show, to discuss the rise of the individual investor.