70 episodes

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast.

The Northbound Wealth Podcast Brent Foster

    • Business
    • 5.0 • 1 Rating

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast.

    The Northbound Wealth Podcast

    The Northbound Wealth Podcast

    The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast.  Brent has spent nearly two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.
    Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!
    This week's format:
    Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound WealthGive Your Children the Gift of Financial LiteracyCreate a Strategy to Protect Your Wealth with Potential Estate Tax Changes Looming
    Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player.  Check us out on YouTube.
    If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.
    Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

    • 36 min
    The Northbound Wealth Podcast

    The Northbound Wealth Podcast

    The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast.  Brent has spent nearly two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.
    Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!
    This week's format:
    Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound WealthTechnical Analysis Spotlight: S&P 500, DOW, NASDAQ levels and indicators with Brent FosterThe Daily Upside - highlighted articles Apple - "Apple might team up with Google to put AI on its Iphones"Deloitte - "Deloitte plans a massive restructuring"Uber - "Can rideshare giant sustain its recent success?" LyftDoor Dash#Gig Economy#Financial Times (FT)
    Subscribe to The Daily Upside!
    Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player.  Check us out on YouTube.
    If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.
    Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any...

    • 40 min
    The Northbound Wealth Podcast

    The Northbound Wealth Podcast

    The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast.  Brent has spent nearly two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.
    Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!
    This week's format:
    Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound WealthSecure Act 2.0 Includes New Provision on Special Needs TrustsLove is in the air (Love & Money) "Impacts on Finances"Women & Wealth - A Pivot Towards Retirement
    Please subscribe by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player.  Check us out on YouTube.
    If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.
    Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

    • 22 min
    The Northbound Wealth Podcast

    The Northbound Wealth Podcast

    The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast.  Brent has spent nearly two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.
    Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!
    This week's format:
    Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound WealthQ1 2024 Earnings: The Devil Is In The Details by Northbound WealthRetirement:  Important Birthdays Over 50 by Northbound WealthAAII, Charles Rotblut Editor and CFA: "Speculative Assets Placed Into ETF's Can Still BE Wrecking Balls"
    Please subscribe by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player.  Check us out on YouTube.
    If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.
    Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

    • 20 min
    The Northbound Wealth Podcast

    The Northbound Wealth Podcast

    The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast.  Brent has spent nearly two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.
    Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!
    This week's format:
    Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound WealthTechnical Analysis Spotlight - Brent Foster, CEO of Northbound Wealth and Stock earnings commentsThe Psychology of Love & MoneyImportant Tax Information for the Upcoming Filing Season, Reg Changes, and link to Secure Act 2.0 on my blog. Secure Act 2.0 Changes that Could Impact Your Finances in 2024
    Please subscribe by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player.  Check us out on YouTube.
    If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.
    Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

    • 31 min
    The Northbound Wealth Podcast

    The Northbound Wealth Podcast

    The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast.  Brent has spent nearly two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.
    Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!
    This week's format:
    Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound WealthTechnical Analysis Spotlight - Brent Foster, CEO of Northbound Wealth
    Please subscribe by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player.  Check us out on YouTube.
    If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.
    Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

    • 28 min

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