What happens when two money managers with dissimilar strategies by similar market objectives connect?

Tom and I get into the nitty-gritty details of how to make and keep money for ourselves and our clients.

NOTE: This is a podcast you may want to watch in the video version available on our website. Listeners on Spotify and Apple will still benefit from the audio-only version. Enjoy and learn!

https://youtu.be/bqzLgoMRlcQ

MOVE OVER, GROVER!

Donald Trump is returning to the White House. How will his policies affect us in early 2025? Will our portfolios experience more — or less - volatility from the plethora of Trump’s economic policy changes.

We explore that and more on this salient update from Charles Brown, Portfolio Manager with CB3 Financial.

Financial professionals have different names and titles and even different roles.

In this podcast, Charles explains the difference between managing portfolios and managing wealth. Both disciplines are very important.

CB3 Financial see this two-pronged strategy as integrated for our clients behalf. Learn on this episode why this distinction matters to your money!

So far, October has been one record high after another.

Now, we enter the worst week historically in the last 70 years with the stock market! Charles talks about the news events and earnings reports that could tilt the market up or down in the next five days.

Be sure to tune in for this week’s CB3 Live! update!

Many people would say that the toughest part of what we do as portfolio managers is dealing with the market and the incredible volatility that can occur from time to time.

But as Charles explains in this podcast, interpersonal relationships always take priority over stock management matters when it comes to helping a client who has suffered a significant personal loss.

Join Charles to understand this emotional and very important discussion on managing grief as an portfolio manager.

Politics is a source of stress in at least 40% of the U.S. population.

Symptoms ranging from high anxiety, depression, insomnia, and even suicidal thoughts.

Andrea Trippi, and Tommy Else of The Trippi Coaching Podcast share the negative impacts this can have on both your emotional and physical well being, as well as ways to maneuver it.

If you enjoy this episode and would like to hear more about how to elevate your own personal health and wellness, please SUBSCRIBE to The Trippi Coaching Podcast wherever you get your podcasts!

Check out Andrea's - FREE DOWNLOAD: "The 7 Day Reset For The Busy Woman"

https://pages.coachandreatrippi.com/guide-1

Trippi Coaching: www.trippicoaching.com

Tommy Else - Personal Trainer: https://www.facebook.com/TommyElsePT

Music by Professor Kliq: www.professorkliq.com

Artwork by: www.heidisteinderdesign.com

We survived the ugly month of September. Now, what will happen in “ROCKtober,” historically the most volatile trading month of the calendar!

Politics, wars, and the FED — which will affect our portfolios the most over the next 30 days. Join us for CB3LIVE! UPDATES’s monthly edition!