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.

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.

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.

Listen to Julie talk to Matt Hamilton, 😎President of The Pacific Financial Group, Inc. (TPFG) talk about:

• The Need for Good Financial Advice in America
• The Value and History of Advisors
• Helping Individuals with Their Group Plan Accounts (SDBA)
• Where Are All of the Investable Assets?
• When Should You Be Getting Advice?
• Having Conversations with Your Clients Children
• Rollovers are still the "Long Sale"
• Being Proud of Your Valuable Advice as A Financial Advisor
• What Do Investors Really Care About?

Host, Julie Mochan takes listeners through interviews with a "no nonsense |no need to rollover" approach to the many questions and possibilities of efficient frontiers....and beyond! 🚀 The Value of An Advisor

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.✨ links to research

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

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.

In this episode, Julie tells you what Strategy PLUS is, and then asks David Blanchett about:

• His Personal History in the Industry😎
• Financial Designations and the American College 🔠
• Is Retirement Real? 🏖
• Women in the Workplace and Retirement trends 💃🏽
• The Realities Social Security 😳
• The Value of an Advisor 😎
• MEPs vs PEPs 🤼
• Research on 401k Plan Participants 📖
• Advice for the Profession 🦉

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. Our Team is always here for you!

David Blanchett, PhD, CFA, CFP®, is Managing Director and Head of Retirement Research for PGIM DC Solutions
Can't Find Certain Research that David did? He can help you: HERE
David develops research and innovative solutions to help improve retirement outcomes for investors. Prior to joining PGIM he was the Head of Retirement Research for Morningstar Investment Management LLC and before that the Director of Consulting and Investment Research for the Retirement Plan Consulting Group at Unified Trust Company. PGIM is the global investment management business of Prudential Financial, Inc.

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.

📢 Julie Mochan announces that TPFG is engaging Wilshire in a strategist due diligence / oversight relationship. PLUS, listen to Josh Emanuel, CIO of Wilshire give the latest on:

📊 Wilshire History
📏 Benchmarking and Indexes (hi there FT Wilshire 5000)
📈 Inflation: flexible or sticky?
🛒Demand: Goods or Services?
⛽ Energy Prices
📈 Interest Rates %
🏡 Housing Market, what the Yield ⚠ Curve is doing, and more!

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.
🐱‍🏍Josh Emanuel, CIO of Investment Management / Research for Wilshire leads the investment activities, including strategy, manager research, portfolio management, and quantitative alpha research for Wilshire. He chairs their Wilshire Investment Committee and is part of their Exec. Committee. 😎Get 10-min from Josh every Monday Wilshire Monday Market Flash follow on Linkedin - Sourced: The Atl Fed
Want to be a guest or nominate a guest for the podcast? Make it Happen Contact Julie Mochan Original🎵 by Ma’aM

Wilshire and TPFG are not affiliated.

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.

In this Episode, Julie Mochan interviews Rene Reyna, CFP®, Head of Thematic & Specialty Product Strategy, Invesco ETF and Indexed Strategies. TPFG's Strategy PLUS platform utilizes Invesco's expertise in the thematic ESG space to expand investment model choices for advisors wanting to help their clients through self-directed brokerage accounts (SDBA) of group retirement plans.

LISTEN AND LEARN!
🌎 What IS thematic investing and thematic ESG investing
🌎 The Principles for Responsible Investing (PRI)
🌎 The United Nations 17 Sustainable Development Goals (SDGs)
🌎 Trends in ESG Investing
🌎 Why every financial professional should offer ESG options
🌎 Links to learn more about energy and ESG:
✔ US Energy Administration ✔ MSCI ✔ SASB

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.✨
Invesco is an independent investment management company built to help individual investors, financial professionals, and institutions achieve their financial goals.
Need help for the TPFG Team? Click Here Want to hear something on the podcast? Contact Julie Mochan

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.

In this episode, Open Windows Host Julie Mochan welcomes guest Matt Peron, Director of Research at Janus Henderson Investors. Mr. Peron oversees the firm’s sector research teams and analysts, is responsible for the firm’s centralized equity research effort, and heads the firm’s Portfolio Oversight Team. In this podcast, Matt dives into:

🔸 Inflation
🔸 Deflation
🔸 Recession
🔸 Economic Market Cycles
🔸 Rate Hikes
🔸 The Fed and Volatility
🔸 Sticking to Your Playbook
🔸 Finding Yield in the Bond Market
🔸 Geopolitical Backdrop
🔸 Tactical Investing
🔸 Active vs Passive
🔸 Sharing Research
🔸 Baseball and Picking Stocks

This interview is filled with great information for anyone in the financial industry. Enjoy.
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 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

More about Janus Henderson , more from Matt Peron and a big "shout out" to Julie Henry for making the JHI interviews possible!

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.