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The Wise Money Guy Podcast is here to help you manage your Retirement Investments or help you find the right person to manage your Investments. New shows - Almost every...
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The Wise Money Guy Podcast is here to help you manage your Retirement Investments or help you find the right person to manage your Investments. New shows - Almost every Friday or Monday.
John Scambray, CPM
OneSource Wealth Management
Managing Partner, Chief Investment Officer
Website: wisemoneyguys.com
John began his career more than 30 years ago as a Trusted Advisor and financial services representative helping uniquely successful individuals, businesses and families make crucial financial decisions with confidence. John has strategically led advisory and wealth management business units and has spent more than 2 decades honing his portfolio management, financial planning and risk reduction knowledge in his effort to add value to his client’s financial lives. John is extremely passionate about creating different investment portfolios that exceed his client’s expectations. He constantly strives to learn and improve his knowledge of high finance most importantly keeping current with winning strategies that yield above average results. He is a Certified Portfolio Manager and member of the Academy of Certified Portfolio Managers at Columbia University of New York. John is also the host of The Wise Money Guy radio show on 650am KSTE on Saturday mornings at 11:00am. For more information and important disclosures visit www.wisemoneyguys.com, CRD#319078
show less
John Scambray, CPM
OneSource Wealth Management
Managing Partner, Chief Investment Officer
Website: wisemoneyguys.com
John began his career more than 30 years ago as a Trusted Advisor and financial services representative helping uniquely successful individuals, businesses and families make crucial financial decisions with confidence. John has strategically led advisory and wealth management business units and has spent more than 2 decades honing his portfolio management, financial planning and risk reduction knowledge in his effort to add value to his client’s financial lives. John is extremely passionate about creating different investment portfolios that exceed his client’s expectations. He constantly strives to learn and improve his knowledge of high finance most importantly keeping current with winning strategies that yield above average results. He is a Certified Portfolio Manager and member of the Academy of Certified Portfolio Managers at Columbia University of New York. John is also the host of The Wise Money Guy radio show on 650am KSTE on Saturday mornings at 11:00am. For more information and important disclosures visit www.wisemoneyguys.com, CRD#319078
The Wise Money Guys
The Wise Money Guys
Transcribed
Healthy Markets Make For Strong Portfolios
2 AUG 2024 · We've heard the Fed speak, and the earnings season report. The Marketing is weakening, and frankly we told you so. Host John and Giuseppe have the latest on the financial markets, news that affects your money, and three solid recommendations for a secure retirement. The Wise Money Guys.
Transcribed
Timing The Selloffs In A Bull Market
25 JUL 2024 · With the tech stocks reporting their earnings this week, we are watching the market jitter. Host John and Giuseppe tell us how Government Influence is affecting the Stock Market and Small Cap companies. The Wise Money Guys.
Transcribed
Benefiting From Lofty Markets
19 JUL 2024 · The Markets are up, but Tech and the Nasdaq were down. Plus, Washington is pulling the strings. Now is the time to watch the news and make smart decisions. Hosts John and Giuseppe say that starts with asset allocation, education, and the right advisors. The Wise Money Guys.
Transcribed
Our Road Map for Your Plan of Attack in Retirement
12 JUL 2024 · Inflation numbers are out, the Fed is talking about cutting rates twice in the next 6 months, and the market is hitting record highs. Host John and Giuseppe give us the latest news and more on Mutual Funds, the S&P records, avoiding emotional mistakes to your portfolio. The Wise Money Guys.
Transcribed
Avoid These Epic Mistakes From Market Greed
3 JUL 2024 · Balance, Balance, Rebalance. That's what we preach in times of wavering news that can affect your portfolio. We are in these times. Hosts John and Guiseppe do that through diligent interest rates. This episode we also hit on the best options for your 529 Plan, and these tips to be financially savvy in 2024. The Wise Money Guys
Transcribed
Rebalance The News
29 JUN 2024 · When the news has the potential to affect your portfolio we need to look at your options to rebalance. And after the most recent Presidential debate, hosts John and Giuseppe are doing just that. Plus, GIFT U - Gas, Insurance, Food, Tax, and Utilities, and Alternative Strategies to save for retirement. The Wise Money Guys.
Transcribed
Like The Days Before Y2K
29 JUN 2024 · Those were the days. And now they are coming back to us again; 1999. Hosts John and Guiseppe see a need for market diversification. Lets do that together. Plus, a 60 / 40 blend, Risk vs Return, and Golden Nuggets. The Wise Money Guys.
Transcribed
The Bigger Social Security Question
29 JUN 2024 · The social security question is coming up. How will it support you in retirement? Hosts John and Giuseppe have the latest on how Social Security can work supplement your golden years. Plus, AI and the economy, the importance of a balanced portfolio, and fixed income is good. The Wise Money Guys.
Transcribed
Truly Independent Risk-Adverse Money Management
7 JUN 2024 · We know that some of the brokers out there are beholden to their underwriters. Not One Source Wealth Management. Host John and Giuseppe share thier philosophy on independent wealth strategies. Plus, new Inflation Data has been released, future Tax changes, and the influence of the US Housing Market. The Wise Money Guys.
Transcribed
Investing at the Speed of Data & Information
30 MAY 2024 · From statistics to charts, numbers, graphics, and even AI, information comes at us quickly. Hosts John and Giuseppe help you navigate the crush of data to thrive in retirement. Let's talk more about it now. Plus, Canada's coming storm, the Trump tax cuts expiring, and the possibility of a new recession. The Wise Money Guys.
The Wise Money Guy Podcast is here to help you manage your Retirement Investments or help you find the right person to manage your Investments. New shows - Almost every...
show more
The Wise Money Guy Podcast is here to help you manage your Retirement Investments or help you find the right person to manage your Investments. New shows - Almost every Friday or Monday.
John Scambray, CPM
OneSource Wealth Management
Managing Partner, Chief Investment Officer
Website: wisemoneyguys.com
John began his career more than 30 years ago as a Trusted Advisor and financial services representative helping uniquely successful individuals, businesses and families make crucial financial decisions with confidence. John has strategically led advisory and wealth management business units and has spent more than 2 decades honing his portfolio management, financial planning and risk reduction knowledge in his effort to add value to his client’s financial lives. John is extremely passionate about creating different investment portfolios that exceed his client’s expectations. He constantly strives to learn and improve his knowledge of high finance most importantly keeping current with winning strategies that yield above average results. He is a Certified Portfolio Manager and member of the Academy of Certified Portfolio Managers at Columbia University of New York. John is also the host of The Wise Money Guy radio show on 650am KSTE on Saturday mornings at 11:00am. For more information and important disclosures visit www.wisemoneyguys.com, CRD#319078
show less
John Scambray, CPM
OneSource Wealth Management
Managing Partner, Chief Investment Officer
Website: wisemoneyguys.com
John began his career more than 30 years ago as a Trusted Advisor and financial services representative helping uniquely successful individuals, businesses and families make crucial financial decisions with confidence. John has strategically led advisory and wealth management business units and has spent more than 2 decades honing his portfolio management, financial planning and risk reduction knowledge in his effort to add value to his client’s financial lives. John is extremely passionate about creating different investment portfolios that exceed his client’s expectations. He constantly strives to learn and improve his knowledge of high finance most importantly keeping current with winning strategies that yield above average results. He is a Certified Portfolio Manager and member of the Academy of Certified Portfolio Managers at Columbia University of New York. John is also the host of The Wise Money Guy radio show on 650am KSTE on Saturday mornings at 11:00am. For more information and important disclosures visit www.wisemoneyguys.com, CRD#319078
Information
Author | Scambray and Visconti |
Organization | John Scambray |
Categories | Business |
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