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Financial Fly By
Podcast

Financial Fly By

By Financial Fly By
9
0

Patrick White and Brian Pelling introduce John White & Co to podcasting

It's like the Joe Rogan Elon Musk podcast, but more entertaining...it's rumored to be like seeing the Grand Canyon for the first time. I imagine it will only get better, but it's hard to imagine that.

Securities, advisory services and insurance products are offered through Gĕneos Wealth Management Inc. member FINRA/SIPC

Patrick White and Brian Pelling introduce John White & Co to podcasting

It's like the Joe Rogan Elon Musk podcast, but more entertaining...it's rumored to be like seeing the Grand Canyon for the first time. I imagine it will only get better, but it's hard to imagine that.

Securities, advisory services and insurance products are offered through Gĕneos Wealth Management Inc. member FINRA/SIPC

9
0

Recent Chief Economist Presentation Discussed - Tax Rates, Tariffs, GDP Growth

Episode in Financial Fly By
Recent Chief Economist Presentation Discussed - Tax Rates, Tariffs, GDP Growth by Patrick White, EA & Brian Pelling, CFA
Business and industry 7 years
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13:44

How to handle Market Downturns for Clients / How much cash is enough

Episode in Financial Fly By
Brian Pelling & Patrick White discuss how they handle market downturns / volatility for clients. How they differ from hedge funds / robo advisors? What is our overall goal for client portfolios?
Business and industry 7 years
0
0
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14:02

Podcast 7 - New Years Resolutions - Creating A Budget

Episode in Financial Fly By
Creating a Budget. Thoughts on overspending during the Holidays and thinking about ways to adjust going forward.
Business and industry 7 years
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0
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08:23

Market Update- Antifragile & Forest Fires

Episode in Financial Fly By
12/14/18 Market Update: Antifragile
Business and industry 7 years
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0
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09:41

Market Update, Structuring The Purchase Of A Business, Structuring Retirement Plans

Episode in Financial Fly By
Market Update, Structuring the purchase / sale of a business, and options with retirement plans
Business and industry 7 years
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17:46

Sector Rotation - Low Volatility Holdings & Market Perspective

Episode in Financial Fly By
Are you not entertained?
Business and industry 7 years
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0
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19:19

Market Update - Mid Term Elections

Episode in Financial Fly By
Investment Update - Election Results - Tax Code
Business and industry 7 years
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0
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12:30

Introduction to John White & Co

Episode in Financial Fly By
Intro to John White & Co, Patrick White provides a background on the firm and thoughts on the industry.
Business and industry 7 years
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0
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13:53

Having an Investment Process

Episode in Financial Fly By
Brian Pelling discusses what to expect from the podcast, his investment process, where he thinks the industry has made some missteps, and lessons learned along the way.
Business and industry 7 years
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0
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09:35
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