Episodes
145
Latest episode
Mar 2026
Language
EN
The Wise Money Guy Podcast is here to help you manage your Retirement Investments or help you find the right person to manage your Investments. New shows - Almost every Friday or Monday. John Scambray, CPM OneSource Wealth Management Managing Partner, Chief Investment Officer Website: wisemoneyguys.com John began his career more than 30 years ago as a Trusted Advisor and financial services representative helping uniquely successful individuals, businesses and families make crucial financial decisions with confidence. John has strategically led advisory and wealth management business units and has spent more than 2 decades honing his portfolio management, financial planning and risk reduction knowledge in his effort to add value to his client’s financial lives. John is extremely passionate about creating different investment portfolios that exceed his client’s expectations. He constantly strives to learn and improve his knowledge of high finance most importantly keeping current with winning strategies that yield above average results. He is a Certified Portfolio Manager and member of the Academy of Certified Portfolio Managers at Columbia University of New York. John is also the host of The Wise Money Guy radio show on 650am KSTE on Saturday mornings at 11:00am. For more information and important disclosures visit www.wisemoneyguys.com, CRD#319078
There are a lot of Financial reactions and Political influences in the investment market as we enter the 3rd week of military action in Iran. Hosts John and Giuseppe see it all and take a step back. It's part of their process of taking advantage in a volatile market. Plus, an overview of the Interest Rates, Structured notes, Energy Investments, and our seminar announced for April 29th in the East Bay. The Wise Money Guys.
Politcs are affecting the markets. What does that mean for your retirement and investment portfolio? Hosts John and Giuseppe walk us through the Iran factor. Plus, a study of California's $20 minimum fast food wage, and the 'innovation revolution'. Don't forget to sign up for our April 29th workshop and seminar in the East Bay. The Wise Money Guys.
Should I be panicking? Iran, Israel, and the US are in the middle of a dust-up. Where will this take us? Hosts John and Giuseppe re-assure us the US economy will be ok. Plus, Diversified markets, Alternate Investments, and our new April workshop seminar. The Wise Money Guys.
It's important for your financial plan to work for you, not you work for your financial plan. This week, hosts John and Giuseppe lay out a framework to guide our portfolio decisions. Plus, AI and Nvidea reporting, Energy, and Tesla Space X. Also an over view of Structured Notes. The Wise Money Guys.
It's everything... From Health care to Estate Planning, plus Government debt and spending. Add AI strategies and Structured notes to that. Hosts John and Giuseppe take a wide-angle view of your full portfolio before personaling a plan for you. It's wise investing for you. The Wise Money Guys.
The stock market has been Up, but some of the other indicies are down, or flat. What does that mean for your portfolio? Hosts John and Giuseppe give us a break-downof today's financial markets. Plus, the importance of Estate Planning, Government Debt, and AI Euphoria. The Wise Money Guys.
The government is on course to shut down again. How did it turn out last time? We became stagnet and distracted. This week host John Scambray gives us his projections on what is coming. Plus, the most typical mistakes retirees make in financial planning, rules for investing, and the best, new alternative investments. The Wise Money Guys.
As debt begins to pile up, the balance of the markets are shifting. You might need help with your retirement planning. Hosts John and Giuseppe share their view on the volitle stock market, corporate earnings, and strong economic data ahead. Plus, Reits and alternative investments. The Wise Money Guys!
Diversification, the most basic thing your portfolio needs to survive our epic Stock Market waves. This week, hosts John and Guiseppe give us the facts on allocations, planning and consulations, and new investments that will affect your retirmement account in 2026. Plus, the 5% Rule, and Gold & Silver. The Wise Money Guys.
Welcome to 2026. It's going to be a good era for your retirement plan. Together, we recap 2025 and all the highlights it's provided. Plus, hosts John and Giuseppe model and project out over the next 12 months. Let's get your portfolio in order. The Wise Money Guys!
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