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Series 7 Whisperer

Series 7 Whisperer

Written by: capadvantage
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About this listen

The Series 7 Whisperer is the voice in your head you wish you had while studying. Hosted by a retired NYSE trader and FINRA principal with 37 years on the Street, this podcast cuts through the noise to deliver the raw, real, and testable truths behind the Series 7 exam. No fluff. No filler. Just the stuff that gets you paid. Whether you’re cramming before test day or grinding through options, suitability, and regs, this is your shortcut to passing with swagger.

© 2026 Series 7 Whisperer
Economics Personal Finance
Episodes
  • Is GameStop really gonna buy eBay?
    May 5 2026

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    GameStop just did something insane.

    A $12 billion company made an unsolicited bid to buy eBay for $56 billion.

    No call.
    No warning.
    Straight to a public offer.

    In this episode, we break down:

    • What a hostile takeover actually is (and why this qualifies)
    • The financing problem nobody can ignore
    • Why the market is basically saying “yeah… probably not happening”
    • And the real play here — because this might not be about buying eBay at all

    This is one of those deals where the numbers don’t make sense…
    …but the strategy might.

    Sometimes the smallest fish in the room doesn’t need to win.
    It just needs everyone to notice it tried.

    👉 Subscribe for straight, no-BS breakdowns of what’s actually happening in markets
    👉 Live Q&A every Tuesday & Thursday

    #GameStop #eBay #StockMarket #Investing #HostileTakeover
    #MergersAndAcquisitions #WallStreet #MarketNews
    #YouCantBeSerious #DavidVsGoliath #MarketDrama


    Support the show

    📚 About the Podcast

    Real-world finance explained the way exams and real life actually test it.
    Ideal for the SIE, Series 7, Series 65/66, and anyone who wants to actually understand money—not just memorize buzzwords.

    ⚠️ Disclosure

    This podcast is for educational purposes only and is not a recommendation to buy or sell any security. Opinions expressed are solely those of the host.

    🚀 Go Deeper

    Live classes, tutoring, practice questions, and bonus content:

    👉 Website / Classes: https://capitaladvantagetutoring.com

    👉 YouTube: https://youtube.com/@Series7exam

    👉 Substack:https://substack.com/@series7whisperer?

    New episodes weekly — subscribe so you don’t miss one.

    Show More Show Less
    4 mins
  • Trusts and Joint Accounts ( Series 65 and Series 66 Exam )
    Apr 28 2026

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    Trusts, Estates & Joint Accounts | Series 65 and Series 66 Exam Prep

    Everything you need on trusts, estates, and joint accounts for the Series 65 (Uniform Investment Adviser Law Examination) and Series 66 (Uniform Combined State Law Examination). This topic isn't a huge percentage of the exam, but it's easy points if you know the patterns NASAA likes to test.

    What this video covers:

    Joint account types — JTWROS (Joint Tenants with Rights of Survivorship), Tenants in Common, Tenants by the Entirety, and community property. The survivor question and how the exam tests it.

    The three players in every trust — grantor (settlor, trustor), trustee, and beneficiary.

    Revocable vs irrevocable trusts — what changes, who pays the taxes, why the IRS doesn't care about your revocable trust, and what you actually get in return for giving up control.

    Testamentary trusts — when they're funded and why probate still applies.

    Why people set up trusts in the first place — probate avoidance, privacy, control after death, and estate tax reduction. The four real reasons, ranked.

    The Prudent Investor Rule under the Uniform Prudent Investor Act — fiduciary duty, total portfolio approach, diversification, and the wrong answers the exam loves to throw at you.

    Trustee duties with multiple beneficiaries — balancing income beneficiaries against remainder beneficiaries, what the trustee considers, and what the trustee absolutely does not care about.

    Estate accounts — executor vs administrator, Letters Testamentary vs Letters of Administration, and how the account actually works.

    Common Series 65 and 66 exam questions answered:

    Who gets taxed on a revocable trust? The grantor. Who gets taxed on an irrevocable trust? The trust or the beneficiary. Does a revocable trust reduce estate taxes? No. Does a revocable trust avoid probate? Yes. When is a testamentary trust funded? At the grantor's death. Who can trade a trust account? The trustee. What standard does a trustee follow? Prudent investor rule.

    Taught by Ken Boyd — former NYSE floor trader (1989–2009) and founder of Capital Advantage Tutoring. 35 years on Wall Street. Series 7, SIE, Series 63, 65, and 66 exam prep.

    📚 Series 65 and Series 66 tutoring: https://series7exam.org 🎯 Subscribe for more exam prep: @Series7Exam 💬 Questions? Live Q&A every Tuesday and Thursday.

    #Series65 #Series66 #Series65Exam #Series66Exam #NASAA #InvestmentAdviser #ExamPrep #Series65Prep #Series66Prep #TrustsAndEstates #FinanceExam #SecuritiesLicense

    Support the show

    📚 About the Podcast

    Real-world finance explained the way exams and real life actually test it.
    Ideal for the SIE, Series 7, Series 65/66, and anyone who wants to actually understand money—not just memorize buzzwords.

    ⚠️ Disclosure

    This podcast is for educational purposes only and is not a recommendation to buy or sell any security. Opinions expressed are solely those of the host.

    🚀 Go Deeper

    Live classes, tutoring, practice questions, and bonus content:

    👉 Website / Classes: https://capitaladvantagetutoring.com

    👉 YouTube: https://youtube.com/@Series7exam

    👉 Substack:https://substack.com/@series7whisperer?

    New episodes weekly — subscribe so you don’t miss one.

    Show More Show Less
    13 mins
  • Efficient Market Hypothesis (Series 65 and Series 66)
    Mar 19 2026

    Send us Fan Mail

    Support the show

    📚 About the Podcast

    Real-world finance explained the way exams and real life actually test it.
    Ideal for the SIE, Series 7, Series 65/66, and anyone who wants to actually understand money—not just memorize buzzwords.

    ⚠️ Disclosure

    This podcast is for educational purposes only and is not a recommendation to buy or sell any security. Opinions expressed are solely those of the host.

    🚀 Go Deeper

    Live classes, tutoring, practice questions, and bonus content:

    👉 Website / Classes: https://capitaladvantagetutoring.com

    👉 YouTube: https://youtube.com/@Series7exam

    👉 Substack:https://substack.com/@series7whisperer?

    New episodes weekly — subscribe so you don’t miss one.

    Show More Show Less
    15 mins
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