Eagle West Group's Podcast

2020 market outlook: Rick and Mike have a conversation about the road ahead examining many different points of view from multiple sources. It’s an insightful discussion about what investors might reasonably expect as many different events continue to unfold including the 2020 election, international trade resolution and economic fundamentals.    

This is a discussion of the basics of estate planning, including the reasons why it’s important and the reasons why so many people don’t undertake or complete the process. Our guest is Willow McJilton. Willow is a respected Trust and Estate Planning attorney who had a great deal to share about how the process works and how to develop a plan that works for you.   

Part two of Millennials & Money: as we continue our discussion with Evelyn and Omar both of them candidly share their hopes, ambitions and fears of an uncertain world and their place in it.

Mike and Eric discuss the world of do it yourself options including Robo advisers and target date funds and talk about the pros and cons of using one or the other.   

Let’s talk about how couples can get on the same page when it comes to their finances. Our guest is Jason Gipstein, a marriage and family therapist. Jason will share his insights how couples can improve the quality of their relationship by coming together on this very important issue. 

How does the millennial generation conceptualize and think about money? It’s surprising.    Here our guests Omar and Evelyn (each of them come from very different economic backgrounds) share their points of view along with their hopes and dreams in the face of an uncertain world.  

In this podcast, Michael Clarke discusses with Brad Kasper, president/CEO of LSA Portfolio Analytics, how to measure investment success.“Measuring success is often misunderstood, it is something we spend a great deal of time trying to teach our clients about so that their expectations remain reasonable and so that they don’t get too fearful if the markets get, well… shall we say, interesting.”

Eagle West Group advisors Rick, Mike and Eric review the 2019 market outlook. 

In this podcast, Michael Clarke discusses with athletic attorney Brandon Leopoldus how to hire a financial advisor. They discuss common traits, what to look for and what to pay attention to when talking with your financial advisor.