by Jeff Goodnow | Nov 12, 2019 | Podcasts
In our eighteenth episode we discuss an Advisor’s ability to manage HSA accounts, and four key points of this growth opportunity: The contributions are nearly half of 401(k) levels Earnings can be tax free There is no “use it or lose it” provision No...
by Manish Khatta | Nov 5, 2019 | Podcasts
In our seventeenth episode we discuss the opportunities (and challenges) of having a remote workplace: Potomac’s experience with working remote Does it work? Do people work? Is it productive? The role technology plays Client perception We hope you enjoy and...
by Jeff Goodnow | Oct 29, 2019 | Podcasts
In our sixteenth episode we discuss whether Mutual Funds are dying a slow death: Our perspective as a money manager using Mutual Funds for over 30 years Why they were created and what lead to their rise How ETFs have disrupted the industry, and their Pros & Cons...
by Jeff Goodnow | Oct 22, 2019 | Podcasts
In our fifteenth episode we answer questions about the genesis of the Conquer Risk podcast, and what we’ve learned since launch: Why we chose to do a podcast, and the benefits of the medium Roadblocks we’ve encountered, and how they were overcome Why we...
by Jeff Goodnow | Oct 15, 2019 | Podcasts
In our fourteenth episode we discuss zero trading costs: What’s behind the free trade concept? Is this corporate generosity? Or is it made up elsewhere? What new opportunities become available to advisors and their clients? We hope you enjoy and follow us on...
by Manish Khatta | Oct 8, 2019 | Podcasts
In our thirteenth episode we sit down with guest Alex Chalekian to discuss: Alex and Lake Avenue Financial’s big announcement with Integrated Partners. Alex’s experience gained through previous Advisor acquisitions. What opportunities and challenges can be...
