The Northbound Wealth Podcast

Hosted by Brent Foster

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145

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Jun 2026

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About the show

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast.

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June 15, 202630 min

The Northbound Wealth Podcast

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent 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 to teach and educate about investing, economics, and personal finance!This week's format:Market News & Insights SpaceX, Now Worth $2.1 Trillion, Pulls Off Goldlilocks Debut, Elon Musk became the world's first trillioniare as investors bought into moonshot AI vision in IPO, WSJ.com by Corrie Driebusch, Becky Peterson and Michah Maidenberg | June 12, 2026Fox to Buy Roku Streaming Service in $25B Deal, The deal, Fox's largest to date, provides scale as competition for streaming audiences intensifies, WSJ.com, by Jessica Toonkel and Joseph De Avila, June 15, 2015Technical Analysis Update, VIX, S&P 500, Nasdaq, Bullish Percent Index, among other things, by Brent Foster, CEO of Northbound Wealth.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. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

June 8, 202620 min

The Northbound Wealth Podcast

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent 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 to teach and educate about investing, economics, and personal finance!This week's format:Market News & Insights OpenAI files for IPO, by Caroline Hyde - Anchor at Bloomberg TVApple WWDC conference 2026 Tech companies are testing the limits of capital markets, The TranscriptFanduel lays off workers, Yahoo FinancePerplexity IPO, CNBCSpurs vs. Knicks move to Game 4JPMorgan Chase (JPM) exceeds ROE targets, reportedly plans to deploy new AI Agents, Seeking Alpha by Mary Christine Joy, SA EditorWelcome 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. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

June 2, 202635 min

The Northbound Wealth Podcast

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent 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 to teach and educate about investing, economics, and personal finance!This week's format:Market News & Insights Home Buyer / Mortgage Market Update529-to-Roth IRA Rollovers: What to Know (Charles Schwab & Co)Will the Corporate Investment in AI Pay Off? (Goldman Sachs Research)US Data Center Power Demand Projected to Double by 2027 (Goldman Sachs Research)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. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

May 26, 202639 min

The Northbound Wealth Podcast

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent 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 to teach and educate about investing, economics, and personal finance!This week's format:Market News & Insights Are You There, Inflation? It's Me, Kevin Warsh, by Dan Rosenberg, Markets & Economics at Charles Schwab & Co. Inc. A New Era at the FEDThe Daily Upside | May 26, 2026Softbank's 'Go Big or Go Home' AI Bets Fire Up Markets as IPOs Near, by Sean Craig Huawei's Chip Plans: Ambitious or Unrealistic? by Jamie WildeExxon Pours Billions into Meeting Rebound in Carbon Capture Demand by Brian BoyleWelcome 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. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

May 19, 202644 min

The Northbound Wealth Podcast

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent 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 to teach and educate about investing, economics, and personal finance!This week's format:Market News & Insights What would you do with a windfall? Steps & FAQ'sUpcoming SpaceX IPOYahoo Finance - Is the SpaceX IPO Overpriced? Here's how much it could be worth, according to a valuation expert. Motley Fool - How much could the SpaceX stock be worth by 2030? Anduril doubles valuation to over $60 Billion as defense tech funding boom continues - CNBCWelcome 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. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

May 11, 202624 min

The Northbound Wealth Podcast

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent 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 to teach and educate about investing, economics, and personal finance!This week's format:Market News & Insights S&P 500, Nasdaq, Dow, Corporate EarningsEconomic Data ReviewCollege Tuition CostsMay is 529 Plan Month - College Savings PlansAdult Children Still On Payroll?Retirement Conversations Couples Should HaveNational Pet Month & National Golf Day (5/10) and FinancesRetirement - Do I have to start claiming Social Security Benefits at age 62?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. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

April 20, 202610 min

The Northbound Wealth Podcast

April 13, 202621 min

The Northbound Wealth Podcast

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent 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 to teach and educate about investing, economics, and personal finance!This week's format:Market News & Insights The Arora Report Blog "Morning Capsule"Technical Analysis Spotlight - $SPX (The S&P 500 Index) - Brent Foster, CEO of Northbound Wealth ManagementWelcome 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. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

April 6, 202658 min

The Northbound Wealth Podcast

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent 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 to teach and educate about investing, economics, and personal finance!This week's format:Market News & Insights Tax Tip of The WeekChart(s) of The WeekHappy Easter & April is National Stress Awareness MonthFinal Days Until Tax Day (April 15th)5 Ways American's Overpay In TaxesDebunking Social Security MythsData Center & AI Infrastructure Boom | Indiana Is At The Center of It - Pros & ConsThe Typical Home U.S. Home Is 44 Years Old-And Needs Tons Of Work | WSJ by Veronica DagherThe Complicated Financial Lives of Dentists, the Millionaires Next Door | WSJ by Miriam GottfriedWelcome 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. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

March 30, 202623 min

The Northbound Wealth Podcast

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent 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 to teach and educate about investing, economics, and personal finance!This week's format:Market News & Insights"Don't watch the market too closely" - Warren BuffettHistorical Data - CorrectionsFED Chair, Jerome Powell, speaks to Harvard University Students, Bloomberg. - 3/30/26Selling pressure intensifies as now nearly 300 of the S&P 500 names trade lower in 2026Buying Opportunities? - Northbound Wealth's Brent Foster - 3/30/26 (Technical Analysis)Goldman Sachs: War-driven sell-off improves setup up for U.S. stocks ahead of key earnings. NVDA - valuation falls to S&P 500 parity for first time in over a decadeWelcome 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. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.