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PREMIUM: HOPKINS & GHILARDUCCI

December 11, 2019
[box type=”shadow”]We’re winding down our PREMIUM option as of December 31, 2019.  Current subscribers will receive a refund on their credit cards for the balance of their subscription.

FAILING RETIREMENT

Why are so many American seniors facing downward mobility in retirement? Retirement experts Teresa Ghilarducci and Jamie Hopkins have answers and solutions.


WEALTHTRACK Episode #1624; Originally Broadcast on December 13, 2019

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TERESA GHILARDUCCI

JAMIE HOPKINS

Consuelo MackNewsletter available soon.
Mathews Asia


HAVE A PLAN TO SAVE REGULARLY

Top 10% of savers in every income group consistently held 10-20 times retirement
wealth of bottom 10% of savers


Rescuing Retirement: A Plan to Guarantee Retirement Security for All Americans (Columbia Business School Publishing)


Rewirement: Rewiring The Way You Think About Retirement!


GHILARDUCCI: DEFER SOCIAL SECURITY

  • Wait until 70 to collect
  • Each year deferred adds 8% to annual benefits for life

HOPKINS: BOND PORTFOLIO REPLACEMENT

  • Consider a Fixed-Indexed Annuity with an income rider
  • Protection from losses
  • Partial upside potential based on the chosen index
  • Provides investment stability and income for life


No stock mentions in this episode.


This transcript will be available soon. More information regarding WEALTHTRACK transcripts can be found here

Jamie hopkins from the WEALTHTRACK Archives:

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FINANCIAL INSECURITY

Financial insecurity in childhood was a primary motivator for both Teresa Ghilarducci’s and Jamie Hopkins’ personal and professional interest in retirement security.

PRESCIENT ECONOMIST DAVID ROSENBERG WARNS OF MOUNTING RECESSION SIGNS

November 27, 2019
Social Security has been one of the most popular topics on WEALTHTRACK over the years. During public television’s fall fundraising drive we are revisiting our interview with Social Security guru, Mary Beth Franklin who will tell us about an expiring benefit for those born by January 1, 1954, and for younger viewers why tracking your social security account early can pay off. You can watch that episode again here. NEW THIS WEEK…
Influential economist David Rosenberg lays out a persuasive case for the end of the record-breaking economic recovery in part one of a two-part WEALTHTRACK podcast.

DAVID ROSENBERG

  • Economist & Strategist,
  • Gluskin Sheff + Associates Inc.
  • Founder & Chief Economist (as of January 2, 2020),
  • Rosenberg Research and Associates

  • David Rossenberg from the WEALTHTRACK Archives:

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PREMIUM – LANGONE & GARDNER

November 21, 2019

CAPITALISM UNDER ATTACK

Is corporate America’s focus on profits the problem with Capitalism? Two entrepreneurs respond.

WEALTHTRACK Episode #1612; Originally Broadcast on November 22, 2019

[learn_more caption=”CLICK HERE TO LEARN MORE…”] CORPORATE CHANGE OF PURPOSE

  • For decades the influential Business Roundtable, representing the country’s largest corporations saw the “paramount duty of management and of boards of directors as serving the interests of a company’s stockholders,” generally interpreted as meaning to make as much money as possible for them. Download the 1997 Statement here.[.pdf]
  • This year the Roundtable issued a new “Statement on the Purpose of a Corporation.”
    Download the 2019 statement here. [pdf]
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DAVID GARDNER

KEN LANGONE

Consuelo MackNewsletter available soon.
Mathews Asia
Read I Love Capitalism!: An American Story, by Ken Langone and
Conscious Capitalism: Liberating the Heroic Spirit of Business, by John Mackey.


I Love Capitalism!: An American Story


Trailblazer: The Power of Business as the Greatest Platform for Change


GARDNER: CONSCIOUS CAPITALISM PORTFOLIO

  • Salesforce.com Inc. (CRM) giant cloud-computing & workforce-services company
  • Ecolab, Inc (ECL) global leader in technologies & services to promote safe food, clean environments & optimize water & energy use
  • Etsy (ETSY) global online marketplace for unusual, handcrafted items including clothing, jewelry & furniture
  • NextEra Energy (NEE) leading global generator of wind and solar energy
  • Old Dominion Freight Line (ODFL) third-generation U.S. family-run “less than truckload” trucking company

LANGONE: LIFE CHANGING TECHNOLOGIES

Personally investing in companies with technologies that can improve life, especially in the healthcare field.
Salesforce.com Inc. (CRM)
Ecolab, Inc (ECL)
Etsy (ETSY)
NextEra Energy (NEE)
Old Dominion Freight Line (ODFL)

This transcript will be available soon. More information regarding WEALTHTRACK transcripts can be found here

This is Ken Langone’s first appearance on WEALTHTRACK. David Gardner and brpther Tom from The Motley Fool from the WEALTHTRACK Archives:

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LANGONE: PERSONAL GOALS

Home Depot Co-Founder and I Love Capitalism!: An American Story author Ken Langone has everything he and his family can possibly need personally. He has given hundreds of millions of dollars to various philanthropic institutions including hospitals, charter schools, and universities. Now in his eighth decade, he is still driven to do more.

GARDNER: PERSONAL PURPOSE

David Gardner has taken The Motley Fool’s original mission to help individuals become better investors and expanded their meaning and reach.

PREMIUM – TRENNERT

November 13, 2019

RECESSION & BEAR MARKET RISKS

Recession and bear market risks with Financial Thought Leader Jason Trennert

WEALTHTRACK Episode #1620; Originally Broadcast on November 15, 2019

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JASON TRENNERT

Consuelo MackNewsletter available soon.
Mathews Asia


PAY ATTENTION TO POLICY, NOT POLITICS

    Political drama doesn’t determine:

  • financial plan
  • portfolio direction
  • business climate
  • Policy can determine:

  • Interest rates
  • Taxes
  • Rules and regulations




Keeping At It: The Quest for Sound Money and Good Government


REGIONAL BANKS BENEFIT

Buy SPDR® S&P® Regional Banking ETF (KRE)
KRE Chart

KRE data by YCharts


No stock mentions in this episode.


This transcript will be available soon. More information regarding WEALTHTRACK transcripts can be found here

Archive episodes available soon.

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GREAT ECONOMIC HERO

Jason Trennert, a student of Wall Street, Main Street and Washington has seen it all from his perch as an influential investment strategist and head of a leading macro research firm. Always on the look-out for inspiring leaders, he has one to share with us.



Keeping At It: The Quest for Sound Money and Good Government

PREMIUM – AKRE & NEFF

November 7, 2019

EXTRAORDINARY COMPANIES

Finding compounding machines with the great investor, Chuck Akre and his Gen X co-manager, John Neff

WEALTHTRACK Episode #1619; Originally Broadcast on November 08, 2019

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CHARLES “CHUCK” AKRE

JOHN NEFF

Consuelo MackNewsletter available soon.
Mathews Asia


PAY ATTENTION TO A MUTUAL FUND’S CULTURE AND INVESTMENT TEAM

    Continuity is important in a firm’s:

  • Leadership
  • Investment philosophy
  • Goals
  • Discipline

No Bookshelf titles this week.


EXTRAORDINARY VALUE EXCHANGE
Buy Mastercard

MA Chart

MA data by YCharts


Mastercard Inc. (MA)
MA Chart

MA data by YCharts

Visa, Inc. (V)
V Chart

V data by YCharts

Moody’s Corporation (MCO)
MCO Chart

MCO data by YCharts

American Tower Corporation (AMT)
AMT Chart

AMT data by YCharts


This transcript will be available soon. More information regarding WEALTHTRACK transcripts can be found here

Archive episodes available soon.


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AKRE: INDEPENDENT THINKING

Less than a decade ago, Great Investor Chuck Akre moved his offices from the Washington DC area to rural Virginia. The change in location has had the desired effect.

NEFF: MIND BROADENING

Akre Focus Fund’s co-portfolio manager John Neff is learning to recognize greatness outside of the investment field.

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