Financial Fly By | Podcast on Podbay

Financial Fly By

Patrick White, EA & Brian Pelling, CFA

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

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

Recent Chief Economist Presentation Discussed - Tax Rates, Tariffs, GDP Growth by Patrick White, EA & Brian Pelling, CFA

Jan 10, 2019

13 min

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

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?

Jan 4, 2019

14 min

Podcast 7 - New Years Resolutions - Creating A Budget

Creating a Budget. Thoughts on overspending during the Holidays and thinking about ways to adjust going forward.

Dec 31, 2018

8 min

Market Update- Antifragile & Forest Fires

12/14/18 Market Update: Antifragile

Dec 14, 2018

9 min

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

Market Update, Structuring the purchase / sale of a business, and options with retirement plans

Dec 7, 2018

17 min

Sector Rotation - Low Volatility Holdings & Market Perspective

Are you not entertained?

Nov 30, 2018

19 min

Market Update - Mid Term Elections

Investment Update - Election Results - Tax Code

Nov 8, 2018

12 min

Introduction to John White & Co

Intro to John White & Co, Patrick White provides a background on the firm and thoughts on the industry.

Oct 31, 2018

13 min

Having an Investment Process

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.

Oct 31, 2018

9 min