WEALTHTRACK

Latest Episodes:

Social Security Guru Mary Beth Franklin on The Program’s Health & Outlook. Aug 02, 2024

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Social Security guru Mary Beth Franklin discusses the program's financial challenges and outlook, plus individual strategies to maximize its benefits. WEALTHTRACK episode 2105 broadcast on August 1, 2024 More info: https://wealthtrack.com/social-security-guru-mary-beth-franklin-on-the-programs-health-and-outlook/ Link to Mary Beth Franklin's public television special "Social Security & You" https://www.pbs.org/show/social-security-you-with-mary-beth-franklin/ Download the 2023 version of Mary Beth Franklin’s ebook Maximizing Social Security Retirement Benefits for $29.95 at https://marybethfranklin.com/ebook-on-social-security-estimated-benefits/

As Mutual Funds Mark Their 100th Anniversary, Do They Still Work for Investors? Jul 25, 2024

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As mutual funds mark their 100th anniversary, do they still work for investors? Answers from Morningstar's mutual fund maven, Russ Kinnel. WEALTHTRACK episode 2104 broadcast on July 26, 2024

Bitcoin has gone mainstream with the launch of Bitcoin ETFs Jul 19, 2024

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The launch of Bitcoin ETFs has brought the world’s largest cryptocurrency into the mainstream, says crypto expert Matt Hougan. It is also a major milestone in crypto’s acceptance. WEALTHTRACK 2103 broadcast on July 19, 2024 More info: https://wealthtrack.com/crypto-expert-matt-hougan-explains-why-bitcoin-has-gone-mainstream-with-the-launch-of-bitcoin-etfs/ Bookshelf Out of the Ether: The Amazing Story of Ethereum https://amzn.to/4f8SKMW Bitcoin Billionaires https://amzn.to/3SeSKkC

Key investment lessons of the last 20 years from noted strategist Richard Bernstein Jul 14, 2024

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Part 2 of 2

Noted strategist and asset allocator Rich Bernstein shares the most important investment lessons learned from the markets in the 20 years since WEALTHTRACK launch, in part 2 of his interview.

WEALTHTRACK episode 2102 broadcast on July 12, 2024

More info: https://wealthtrack.com/key-investment-lessons-of-the-last-20-years-from-noted-strategist-richard-bernstein/

Bookshelf:

Bookshelf: Navigate the Noise: Investing in the New Age of Media and Hype

https://amzn.to/3VRLCvA

Stocks for the Long Run, 6th Edition

https://amzn.to/3Wh25uJ

Strategist Richard Bernstein on Successful Investment Themes of The Past and His Favorite One Now Jul 03, 2024

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Part 1 of 2

Influential strategist Richard Bernstein reflects on the most successful investment themes of the last twenty years and explains why deglobalization and the concomitant reindustrialization of America are his number one themes now.

More info: https://wealthtrack.com/strategist-richard-bernstein-on-successful-investment-themes-of-the-past-and-his-favorite-one-now/

Bookshelf: Navigate the Noise: Investing in the New Age of Media and Hype

https://amzn.to/3VRLCvA

Berkshire Beyond Buffett Jun 28, 2024

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Berkshire Beyond Buffett author Larry Cunningham has become an expert on Warren Buffett’s thinking and Berkshire Hathaway’s culture and businesses over the last 30 years. He shares his analysis of what will change and what won’t when Buffett leaves the scene.

WEALTHTRACK Episode 2053 broadcast on June 28, 2024

More info: https://wealthtrack.com/what-will-change-what-wont-if-warren-buffet-is-no-longer-at-berkshire-hathaway/

Bookshelf: THE MAKING OF AN AMERICAN CAPITALIST BY ROGER LOWENSTEIN

https://amzn.to/3XHzmjT

Buffett’s Investment Evolution Jun 28, 2024

Show notes

In editing, collating, and compiling The Essays of Warren Buffett for 30 years, Larry Cunningham has developed an in-depth understanding of the Oracle of Omaha’s investment thinking.

WEALTHTRACK Episode 2052 broadcast on June 21, 2024

More info:

https://wealthtrack.com/warren-buffetts-investment-evolution-whats-changed-what-hasnt-over-five-decades/

Bookshelf:

The Essays of Warren Buffett: Lessons for Corporate America: https://amzn.to/4bbp6DJ

Berkshire Beyond Buffett: The Enduring Value of Values: https://amzn.to/3zaI5Bb

Margin of Trust: The Berkshire Business Model: https://amzn.to/4bebl76

Artificial Intelligence Potential Jun 28, 2024

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Since taking over T. Rowe Price’s Global Technology Fund Dom Rizzo has outperformed his competitors and market benchmarks. He explains why AI was and will be a major emphasis.

WEALTHTRACK episode 2051 broadcast on June 14, 2024

More Info: https://wealthtrack.com/ai-could-be-the-biggest-productivity-enhancer-since-electricity-says-t-rowe-prices-dominic-rizzo/

Investing In Freedom May 25, 2024

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WEALTHTRACK episode 2048 broadcast on May 25, 2024

More Info:

https://wealthtrack.com/democracy-beats-autocracy-for-investors-perth-tolles-life-liberty-indexes-prove-it/

Bookshelf:

Red Notice: A True Story of High Finance, Murder, and One Man’s Fight for Justice

by Bill Browder

https://amzn.to/4bQZT23

Looming Recession May 18, 2024

Show notes

Leading Wall Street economist Nancy Lazar says 19 states are already in recession as consumer debt levels rise and confidence declines.

WEALTHTRACK episode 2047 originally broadcast on May 18, 2024

More info: https://wealthtrack.com/with-consumers-under-increasing-financial-pressure-leading-economist-nancy-lazar-sees-recession-looming/

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