55K
Downloads
504
Episodes
Money Matters is weekly radio show and podcast hosted by Dave Petso, CFP®, who is a managing director and executive advisor for Modern Wealth Management’s Boise, Idaho office. Dave specializes in retirement, investment, and income planning.
Episodes
Thursday Apr 30, 2015
Thursday Apr 30, 2015
Thursday Apr 30, 2015
Thursday Apr 30, 2015
In the first hour Dave talks about the 24 hour news cycle destroying our ability to find peace. How do we pull away from the constant noise emitted about the financial industry so that we can make rational and wise decisions about investments? In the second hour, Dave explains the difference between active and passive management. What are the benefits? What are the risks?
Wednesday Apr 22, 2015
Wednesday Apr 22, 2015
In the first hour, Dave airs a repeat broadcast of an interview with John Diehl. In the second hour, Dave shares his thoughts on resisting the impulse to micromanage accounts.
Thursday Apr 09, 2015
Thursday Apr 09, 2015
In the first hour Dave defines benign neglect and how it can have a positive effect on returns. In the second hour the conversation centers around the economy vs the market. Is a good economy good for stocks?
Registered
Representatives, Securities offered through Cambridge Investment
Reasearch, Inc, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor
Representative, Cambridge Investment Research Advisors, Inc, a
Registered Investment Advisor. Cambridge and Petso Financial
Consultants, LLC are not affiliated.
Wednesday Apr 01, 2015
Wednesday Apr 01, 2015
Jennifer and Tom sit in for Dave this week. They take calls and have a discussion about the importance of instilling the next generation with a sense of independence.
Registered
Representatives, Securities offered through Cambridge Investment
Reasearch, Inc, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor
Representative, Cambridge Investment Research Advisors, Inc, a
Registered Investment Advisor. Cambridge and Petso Financial
Consultants, LLC are not affiliated.