The Northbound Wealth Podcast

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent has spent nearly two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!This week's format:Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth Personal Finance, New Year's Resolutions, Goal Setting, Behavioral Finance, and tips heading into 2025!Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent has spent nearly two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!This week's format:Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent has spent nearly two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!This week's format:Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth Counting the Cost of Healthcare in RetirementJust Keep Buying by Nick Maggiulli, 2024 (Exerpt) with comments by Brent Foster, CEO Northbound WealthYear-End Charitable Donations | Mortgage Rates (CNBC) | Legacy, Happy Holidays New Year!Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent has spent nearly two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!This week's format:Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth The Warren Buffett Letter 11.25.24Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent has spent nearly two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!This week's format:Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth YCharts.com | Market Pulse (excerpts) Nov. 4th - Nov. 8th IRS Releases 2025 Tax Brackets | IRS.govPlease subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent has spent nearly two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!This week's format:Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth - 2024 Election ResultsWhen was the last time you checked your retirement plan contributions this year?FACTSET - S&P 500 Earnings Update by John ButtersMonthly Market Insights | Review of October 2024 to Election DayPlease subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent has spent nearly two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!This week's format:Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound Wealth - Stocks mixed ahead of election!Market Comments by Brent Foster, continued...Stock Analysis - Earnings Season (https://stockanalysis.com/)A Different Kind of Year-End ReviewYear-end Giving Strategies to Maximize your ImpactPlease subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent has spent nearly two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!This week's format:Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound WealthSafeguarding Your Identity: Essential Tips for Financial SecurityExploring the Financial Impact of Electric Vehicles - Brent Foster, CEO of Northbound Wealth ManagementPlease subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent has spent nearly two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!This week's format:Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound WealthMortgage refinance boom takes hold as weekly demand surges 20% by CNBC's Diana OlickBNPL Loans article posted by CNBC (link here)Make year-end tax planning moves before it’s too late!Financial Planning - Why Do You Need It! - Northbound Wealth's Brent FosterSafeguarding Your Identity: Essential Tips for Financial SecurityPlease subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent has spent nearly two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!This week's format:The Impact of Elections on Markets & Tax Policy - Northbound Wealth Management's Brent FosterMarket Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO of Northbound WealthS&P 500: Sector Snapshot - Performance & Valuations with Brent FosterAAII.com: "Six Lessons of Investment Loss to Keep You Winning," by Andrew Stotz, CFA and Host of "My Worst Investment Ever" Podcast. The American Association of Individual Investors: www.aaii.com/authors/andrew-stotz.Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.