Building Your Wealth Bridge Podcast
Join us for in-depth financial conversations with McCabe & Associates advisors and other industry experts. Each episode provides practical insights on topics ranging from portfolio management and risk assessment to retirement planning and wealth transfer. Tune in to get a close look at how the firm approaches serving their clients’ long-term goals.
Episode 4 – New Year Planning, Global Investing, and Retiree Psychology
George McCabe, Zac Morgan, and Ryan Gandurski explore five essential financial planning priorities for the New Year, covering investment strategies, tax planning, estate planning, cybersecurity, and insurance considerations. The team provides practical insights on timing investment contributions and managing retirement distributions.
Also, they discuss global investment diversification, examining how U.S. markets fit into the broader world economy. Ryan Gandurski shares valuable perspectives on the psychological aspects of transitioning from saving to spending in retirement, drawing from his experience guiding clients through this life change.
Episode 3 – Tech Talk: Managing Risk in Your Portfolio
George McCabe sits down with Chris Quandt from Nitrogen (formerly Riskalyze) to explore how we use advanced technology to help our clients better understand and manage their investment risk through personalized risk assessment, dynamic stress testing, and ongoing portfolio monitoring.
We also talk about how this innovative approach helps create more confident, informed investors who can stay focused on their long-term financial goals.
Episode 2 – Markets During Elections & Gifting Strategies
In this episode, featuring Zac Morgan and William Will, we explore investing during election years, examining historical market performance data and discussing key strategies for maintaining a long-term, diversified approach regardless of political outcomes.
Our conversation also covers important wealth transfer considerations, including annual gifting limits and strategic planning opportunities for families looking to support the next generation.
Episode 1 – Diversification & Beneficiary Planning
Join us for our debut podcast series as we explore how we analyze and consider market trends, risk management, and portfolio diversification.
From in-depth investment discussions to practical financial planning considerations, we pull back the curtain to share the important conversations happening at McCabe & Associates that help inform how we serve our clients.
Which Financial Topics Do You Want Us To Cover?
We want to make sure our show is as valuable to our listeners as possible. If you have a subject that you’d like to learn more about, please let us know and we will try and cover it in an upcoming episode!