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Open Windows Investing by TPFG

Open Windows Investing by TPFG

Written by: Julie Mochan
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About this listen

Hosted by Julie Mochan, this podcast is for financial professionals that want to learn about the opportunity of providing advice to their clients about investing within self-directed brokerage accounts (SDBA). SDBA windows exist within thousands of 401(k), 403(b), and 457 retirement plans across the United States. Julie’s interviews are engaging and interesting for anyone in the financial industry.© 2024 Open Windows Investing by TPFG Careers Economics Personal Finance Personal Success
Episodes
  • Legendary Tech Analyst Mark SF Mahaney Gives Us Tips!
    Jan 10 2023

    Julie Mochan talks with legendary internet/tech analyst and author of the book Nothing But Net - Mark S.F. Mahaney of Evercore ISI. Hear how Mark got his top notch status learning from the best in the early years of the internet's existence, plus:

    • Is the Sky Falling?
    • There Will be Blood
    • Founder Led Companies Make a Difference
    • The Hunt for Dislocated High Quality Companies (DHQs)
    • Expert Consumers Rely on Gut Instinct
    • How Much Company Revenue Growth vs GDP
    • Growth Curve Initiatives (GCIs)
    • What to Do When You Get it Wrong
    • Twitter and more!

    Since 1984, The Pacific Financial Group, Inc. (TPFG) has built a rich tradition of serving financial advisors and investors with best-in-class investment solutions and unrivalled customer service. The firm was founded on the single premise that everyone, regardless of their account size, should have access to high quality investment opportunities and independent expert advice. Today, we are a Founder Led dynamic Wealth-Tech firm that blends over three decades of traditional asset management experience with leading-edge financial technology know-how, to provide products and services that empower financial freedom for advisors and their clients. TPFG and Evercore ISI have no affiliation.

    Want to hear something on the podcast? Make it Happen - Contact
    Julie Mochan today.
    Original🎵 by Ma’aM

    Important Disclosure: This podcast recording has been prepared and made available by The Pacific Financial Group, Inc., also known as TPFG, a Registered Investment Adviser (RIA) offering advisory services. Information in this podcast is to be used for informational purposes only. The information contained herein, including any expressions of opinion has been obtained from, or is based on sources believed to be reliable, but its accuracy or completeness is not guaranteed and is subject to change without notice. The information should not be construed or interpreted as an offer or solicitation to purchase or sell a financial instrument or service. Any expressions or opinions reflect the views of the speakers and are not necessarily those of TPFG or its affiliates. TPFG does not provide tax or legal advice. Investors should consult their financial, tax or legal professionals before investing. Past performance is not a guarantee of future results. All investments contain risks to include the total loss of invested principal. Diversification does not protect against the risk of loss.

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    34 mins
  • Defending Assets with Capital Defender Strategist Elio Chiarelli, Ph.D.
    Dec 1 2022

    Elio Chiarelli, strategist for the TPFG Capital Defender models shares an incredible story about developing a strategy like no other. Learn with Julie Mochan about:

    • What does farming have to do with investing?
    • Austrian Economics
    • The Rise Of the Capital Defender Models
    • Investment Models Built for First Responders
    • Got Grit?
    • Investing for Chaos
    • FOMO
    • And more, of course

    At TPFG, our success depends upon your advisory business flourishing 🌳, by doing what is in the best interest of every customer. Sharing In-Plan advice to those who need it most, no matter your zip code, status, or hairstyle.😎

    Since 1984,
    The Pacific Financial Group, Inc. (TPFG) has built a rich tradition of serving financial advisors and investors with best-in-class investment solutions and unrivalled customer service. The firm was founded on the single premise that everyone, regardless of their account size, should have access to high quality investment opportunities and independent expert advice. Today, we are a Founder Led dynamic Wealth-Tech firm that blends over three decades of traditional asset management experience with leading-edge financial technology know-how, to provide products and services that empower financial freedom for advisors and their clients.

    Want to hear something on the podcast? Make it Happen - Contact
    Julie Mochan today.
    Original🎵 by Ma’aM


    Guest spot: Affiliated Portfolio Strategist, Elio Chiarelli, Ph.D., Bison Wealth, LLC






    Important Disclosure: This podcast recording has been prepared and made available by The Pacific Financial Group, Inc., also known as TPFG, a Registered Investment Adviser (RIA) offering advisory services. Information in this podcast is to be used for informational purposes only. The information contained herein, including any expressions of opinion has been obtained from, or is based on sources believed to be reliable, but its accuracy or completeness is not guaranteed and is subject to change without notice. The information should not be construed or interpreted as an offer or solicitation to purchase or sell a financial instrument or service. Any expressions or opinions reflect the views of the speakers and are not necessarily those of TPFG or its affiliates. TPFG does not provide tax or legal advice. Investors should consult their financial, tax or legal professionals before investing. Past performance is not a guarantee of future results. All investments contain risks to include the total loss of invested principal. Diversification does not protect against the risk of loss.

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    35 mins
  • Tactical Tips In A Bear Market: Bob Meeder
    Sep 30 2022

    Julie gets tactical with Bob Meeder of Meeder Investment Management. There is so much to learn in this episode!

    • Is it different this time?
    • What is a Secular Bull or Bear Market?
    • What is a Cyclical Bull or Bear Market?
    • Are Seculars and Cyclicals happening now?
    • The Million Dollar Question
    • Peeling the Onion of Tactical Management
    • Should you be thinking tactically?

    Want to Hear More From Meeder? REGISTER HERE for their October 12, 2022 Webinar

    Since 1984, The Pacific Financial Group, Inc. (TPFG) has built a rich tradition of serving financial advisors and investors with best-in-class investment solutions and unrivalled customer service. The firm was founded on the single premise that everyone, regardless of their account size, should have access to high quality investment opportunities and independent expert advice. Today, we are a Founder Led dynamic Wealth-Tech firm that blends over three decades of traditional asset management experience with leading-edge financial technology know-how, to provide products and services that empower financial freedom for advisors and their clients.
    Contact
    Julie Mochan today. Original🎵 by Ma’aM
    TPFG and Meeder Asset Management, Inc. are unaffiliated.


    Commentary offered for informational and educational purposes only. Opinions and forecasts regarding markets, securities, products, portfolios, or holdings are given as of the date provided and are subject to change at any time. No offer to sell, solicitation, or recommendation of any security or investment product is intended. Certain information and data has been supplied by unaffiliated third parties as indicated. Although Meeder believes the information is reliable, it cannot warrant the accuracy, timeliness or suitability of the information or materials offered by third parties.

    Important Disclosure: This podcast recording has been prepared and made available by The Pacific Financial Group, Inc., also known as TPFG, a Registered Investment Adviser (RIA) offering advisory services. Information in this podcast is to be used for informational purposes only. The information contained herein, including any expressions of opinion has been obtained from, or is based on sources believed to be reliable, but its accuracy or completeness is not guaranteed and is subject to change without notice. The information should not be construed or interpreted as an offer or solicitation to purchase or sell a financial instrument or service. Any expressions or opinions reflect the views of the speakers and are not necessarily those of TPFG or its affiliates. TPFG does not provide tax or legal advice. Investors should consult their financial, tax or legal professionals before investing. Past performance is not a guarantee of future results. All investments contain risks to include the total loss of invested principal. Diversification does not protect against the risk of loss.

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    29 mins
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