Mind Over Money
28 episodes - English - Latest episode: about 3 years ago - ★★★★★ - 7 ratingsMind Over Money is an original podcast co-hosted by veteran financial adviser Brian Murphy and Certified Financial Planner, Blake Davelaar. In each episode, Brian and Blake share experiences and insights on timely topics from financial planning to investing for retirement and how to avoid getting sucked in by Wall Street and mainstream media. Join them as they share insights, wit and wisdom to help investors make smart decisions.
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Episodes
Investment Update
January 27, 2021 19:00 - 28 minutes - 19.4 MBIn this episode Brian and Blake discuss Dimensional Funds introduction of Exchange Traded Funds. They explore how this and other recent developments will impact our approach to portfolio construction aligned with the best thinking of our new Allworth investment team.
Allworth Co-CEO Scott Hanson and Pathways Team
December 15, 2020 19:00 - 34 minutes - 23.8 MBOn this episode of Mind Over Money, Brian and Blake have a conversation with Allworth Co-CEO Scott Hanson about the merger and all things Allworth Financial, past, present and future.
The Importance of Having a Succession Plan
October 23, 2020 17:00 - 25 minutes - 17.8 MBWe are excited to announce that Pathways Financial Partners will be joining forces with Allworth Financial. Brian and Blake will continue to work for our clients and have access to more resources.
Trump vs. Biden, Does the Stock Market Care?
September 29, 2020 20:00 - 24 minutes - 16.7 MBThis election cycle has many investors worried about financial markets here in the US and across the globe. Brian and Blake take a look at past elections and share insights on what we may see in the days and weeks ahead. Show Notes: https://americas.vanguard.com/institutional/articles/research-commentary/investing/us-elections-investors.htm https://www.dimensional.com/us-en/insights/highlights-what-history-tells-us-about-elections-and-the-market https://www.schwab.com/resource-center/in...
Stocks vs The Economy, Why the Disconnect?
August 25, 2020 23:00 - 29 minutes - 20.3 MBOn this week’s Mind Over Money, Brian and Blake discuss the stock market breaking through to new record-highs amidst the global pandemic. Tune in to find out the value of having a disciplined investment strategy that helps keep emotions in check when markets get choppy.
Bonds and Inflation
June 16, 2020 07:00 - 32 minutes - 22.2 MBIn this episode of Mind over Money Brian and Blake dive into the topic of inflation and its relationship with bonds.
CARES Act and Market Updates
May 28, 2020 21:00 - 32 minutes - 22.5 MBAs the United States begins reopening, Brian and Blake shed some light on The CARES Act and recent upswing in capital markets.
Keeping Your Sanity During the Pandemic
April 13, 2020 20:00 - 28 minutes - 19.7 MBAs the pandemic continues and markets become volatile, Brian and Blake offer their perspective.
Manic Monday, and the Coronavirus
March 11, 2020 22:00 - 30 minutes - 21.2 MBStocks have entered Bear Market territory and everyone is talking about Coronavirus. Brian and Blake weigh in on the recent sell off and try to shed light on why it is important to have a plan and stick with it, especially in times like these.
Estate Planning!
February 25, 2020 15:00 - 29 minutes - 20.1 MBIn this week's episode, Blake and Brian discuss Estate Planning! Information on the passing of assets to heirs and precautions you can take to set up the next generation for success! Tune in to learn more.
Tax changes in 2020 - the SECURE Act
January 06, 2020 17:00 - 24 minutes - 16.8 MBIn this episode your hosts Brian and Blake discuss the SECURE Act of 2019. The biggest impact for most investors will be felt in their IRA’s. Tune in to learn about how these changes will affect your IRA, your Required Minimum Distributions and how we may all feel the pinch of higher taxes over the next few years.
Retirement Income Planning Part 2
November 07, 2019 17:00 - 25 minutes - 17.4 MBIn this episode we continue our exploration of the many choices and often complex strategies available to retirees. Tune in to learn more about smart moves available to everyone either contemplating or already in retirement.
Retirement Income Planning Part 1
October 24, 2019 15:00 - 28 minutes - 19.7 MBToday we'll be discussing common myths and misconceptions about planning for retirement. Tune in learn more about retiring with confidence.
Performance Through the Decades
August 23, 2019 15:00 - 30 minutes - 21.2 MBIn this week’s episode, we take a deep dive into the challenges of being a global investor. Does it still make sense to invest outside the US? Can owning Emerging Markets help your return? Check out this episode to find out!
Behavioral Biases
August 09, 2019 19:00 - 31 minutes - 21.7 MBIn this week’s episode, Brian and Blake explore some most common behaviors tendencies that get in the way of successful investing. From overconfidence to FOMO and everything in between we share our insights and a few tips to help you stay on track
Sorting Through the Retirement Plan Puzzle
June 21, 2019 19:00 - 31 minutes - 21.9 MBIn this week's episode, we are joined by a special guest, Robbie Petrillo from Pinnacle Plan Design. We discuss the many types of retirement plans available for small businesses and the tools that self employed professionals can use to minimize taxes while saving for retirement. We also take a stab at the new QBI deduction, and how it can possibly impact your business and your retirement plan.
Investing Jargon Part 2
May 31, 2019 13:00 - 27 minutes - 12.6 MBIn the continuation of the previous episode, we discuss some of the most frequently confused and asked about terms in the world of investing, ranging from hedge funds to value vs growth stocks. Tune in to improve your financial literacy!
Investing Jargon Part 1
May 13, 2019 19:00 - 34 minutes - 15.7 MBInvestment jargon can become difficult to follow. In this episode, we will provide an overview of basic investment terminology we often use with clients and believe is important to understand when investing.
What Is Rebalancing and Why Is It important?
April 29, 2019 15:00 - 25 minutes - 11.9 MBRebalancing is something we should all do to control the risk in our portfolio and to help us reach our goals. Here's everything you'll need to know about Rebalancing and why it's so important.
Beware The Yield Curve Inversion...Or Not?
April 08, 2019 15:00 - 28 minutes - 13 MBOne can hardly turn on the nightly news without hearing about the most current inversion of the yield curve and its far-reaching implications. Before panic sets in, we offer a few insights to help you gain knowledge and build confidence in the power of a long term investing horizon even as many media outlets promote knee jerk reactions.
Beware The Yield Curve Inversion...Or Not?
April 08, 2019 15:00 - 28 minutes - 13 MBOne can hardly turn on the nightly news without hearing about the most current inversion of the yield curve and its far-reaching implications. Before panic sets in, we offer a few insights to help you gain knowledge and build confidence in the power of a long term investing horizon even as many media outlets promote knee jerk reactions.
Are Annuities a Good Investment? The Good, The Bad, and The Ugly
March 29, 2019 15:00 - 32 minutes - 14.8 MBIn this episode we dive into a few real life case studies to talk about the reality of annuities. Not all annuities are bad, but we sure have seen a lot of bad annuities.
What Is Wealth Management?
February 25, 2019 15:00 - 31 minutes - 14.3 MBIn this episode of Mind Over Money, your hosts Brian Murphy and Blake Davelaar explore the question "what is wealth management?" and explain all of its components.
Capital Markets Overview
February 18, 2019 15:00 - 19 minutes - 9.02 MBIn this episode of Mind Over Money, your hosts Brian Murphy and Blake Davelaar share their view on capital markets, rebalancing, diversification, and provide valuable insights on why taking a long-term approach is essential for a successful investment experience.
Bear Markets
February 11, 2019 15:00 - 20 minutes - 9.62 MBIn this episode of Mind Over Money, your hosts Brian Murphy and Blake Davelaar discuss how a bear market can impact your investments, and how to prepare and respond when times get tough. Bear markets can be dangerous, unpredictable, and try every investor’s convictions. With the proper game plan and guidance you can increase your odds of weathering any storm.
The Importance of Diversification
January 31, 2019 17:00 - 21 minutes - 9.84 MBIn this episode of Mind Over Money, your hosts Brian Murphy and Blake Davelaar discuss why it's important to have a globally diverse investment mix that provides stability and consistent returns over the long-term.
President Trump, Apple, and the Stock Market
January 31, 2019 17:00 - 22 minutes - 10.5 MBHere we are at the beginning of 2019 and If you heed the advice of the media, you may run for the hills and bury your money. We think it's a time to take a step back and look at what's going on in the global economy, in capital markets and what smart investors are doing to weather the most recent turbulence
2018 Tax Law Changes
January 31, 2019 17:00 - 20 minutes - 9.45 MBIn this episode of Mind Over Money, your hosts Brian Murphy and Blake Davelaar discuss the changes in the tax laws that President Trump signed into law in 2018 and how they can potentially impact your investments.