//podcastplus.net/feed/relatable-finance-podcast~5289b6f8 Financial Information for Gen Z and Millennial Investors –Securities are offered through PWA Securities, LLC, registered broker/dealer, member FINRA/SIPC. Investment Advisory Services are offered through Provenance Wealth Advisors, LLC, an SEC-registered investment adviser. Clearing and Custody for PWA Securities, LLC and Provenance Wealth Advisors, LLC are through Raymond James & Associates, Inc. Neither PWA Securities, LLC nor Provenance Wealth Advisors, LLC is an affiliate of Raymond James & Associates, Inc Sat, 29 Aug 2026 18:58:32 +0000 https://media.blubrry.com/2financialguys/content.blubrry.com/2financialguys/RF_161-How_Long-Term_Investors_Can_Benefit_From_Market_Downturnswmusic.mp3 Market downturns can be unsettling, but they also present opportunities for long-term investors. In this episode, the South Florida Finance Guys explore the contrasting mindsets of young investors who are steadily saving for the future and those nearing financial milestones, such as retirement. We also discuss key behavioral finance concepts that often mislead investors, hindering… The post Relatable Finance Podcast Episode 161: Relatable Finance Podcast 161: How Long-Term Investors Can Benefit From Market Downturns appeared first on Provenance Wealth Advisors . Tue, 24 Dec 2024 14:03:23 +0000 https://media.blubrry.com/2financialguys/content.blubrry.com/2financialguys/RF_161-How_Long-Term_Investors_Can_Benefit_From_Market_Downturnswmusic.mp3 https://media.blubrry.com/2financialguys/content.blubrry.com/2financialguys/RF_160-Examining_the_Roots_of_our_Housing_Supply_wMusic.mp3 The U.S. housing market is facing one of the most challenging times in recent history. The shortage of housing supply has led to record-high prices and limited options, pushing home affordability further out of reach for many. But what caused this shortfall, and why is it so hard to fix? In this episode, we’ll delve… The post Relatable Finance Podcast Episode 160: Examining the Roots of our Housing Supply Shortage appeared first on Provenance Wealth Advisors . Tue, 10 Dec 2024 13:50:56 +0000 https://media.blubrry.com/2financialguys/content.blubrry.com/2financialguys/RF_160-Examining_the_Roots_of_our_Housing_Supply_wMusic.mp3 https://media.blubrry.com/2financialguys/content.blubrry.com/2financialguys/RF_159_Navigating_the_shift_to_clean_modern_energy_grid.mp3 In today’s episode, the South Florida Finance Guys explore the dynamic forces that are transforming the future of our energy grid. As AI continues to evolve and the demand for clean energy grows, utilities and energy providers are compelled to rethink the technologies that sustain our modern way of life. Tune in to understand how… The post Relatable Finance Podcast Episode 159: Navigating the Shift to a Clean, Modern Energy Grid appeared first on Provenance Wealth Advisors . Tue, 26 Nov 2024 13:12:15 +0000 https://media.blubrry.com/2financialguys/content.blubrry.com/2financialguys/RF_159_Navigating_the_shift_to_clean_modern_energy_grid.mp3 https://media.blubrry.com/2financialguys/content.blubrry.com/2financialguys/_RF158_Return_Risk-Are_You_Prepared.mp3 In this episode, the South Florida Finance Guys discuss the sequence of returns risk, a lesser-known but significant financial concept that can have a profound impact on retirees and anyone making large investments, such as a housing down payment. Sequence of returns risk refers to the order in which investment returns occur and how that… The post Relatable Finance Podcast 158: Sequence of Return Risk: Are You Prepared? appeared first on Provenance Wealth Advisors . Tue, 12 Nov 2024 13:51:14 +0000 https://media.blubrry.com/2financialguys/content.blubrry.com/2financialguys/_RF158_Return_Risk-Are_You_Prepared.mp3 https://media.blubrry.com/2financialguys/content.blubrry.com/2financialguys/RF157_Exploring_Private_Equity.mp3 Private equity has experienced significant growth in recent years, but what exactly sets this asset class apart? In this episode, the South Florida Finance Guys explore the history of private equity, its unique structure, and the factors driving its recent surge in popularity. Whether you’re an investor looking to diversify or someone curious about the… The post Relatable Finance Podcast 157: Exploring Private Equity appeared first on Provenance Wealth Advisors . Tue, 29 Oct 2024 12:57:26 +0000 https://media.blubrry.com/2financialguys/content.blubrry.com/2financialguys/RF157_Exploring_Private_Equity.mp3 https://media.blubrry.com/2financialguys/content.blubrry.com/2financialguys/RF156_Factors_to_consider_when_investing_in_Real_Estate.mp3 Investing in real estate can be a complex endeavor, with numerous factors influencing market conditions and investment decisions. In this episode, the South Florida Finance Guys break down the most important considerations for real estate investors, offering insights into how current trends and economic factors are shaping the market. Subscribe to our podcast to stay… The post Relatable Finance Podcast Episode 156: Navigating Real Estate Investing: Key Factors Impacting Today’s Market appeared first on Provenance Wealth Advisors . Tue, 15 Oct 2024 12:32:47 +0000 https://media.blubrry.com/2financialguys/content.blubrry.com/2financialguys/RF156_Factors_to_consider_when_investing_in_Real_Estate.mp3 https://media.blubrry.com/2financialguys/content.blubrry.com/2financialguys/RF155_Rate_Cuts_are_Here.mp3 In this episode, the South Florida Finance Guys talk about the Fed’s rate-cutting program, exploring its potential impact on the economy, stock market, and bonds. Whether you’re an investor, an economist, or simply curious about monetary policy, this discussion offers valuable insights into how interest rate changes can shape financial markets and the broader economy.… The post Relatable Finance Podcast Episode 155: Rate Cuts are Here! appeared first on Provenance Wealth Advisors . Tue, 24 Sep 2024 12:27:34 +0000 https://media.blubrry.com/2financialguys/content.blubrry.com/2financialguys/RF155_Rate_Cuts_are_Here.mp3 https://media.blubrry.com/2financialguys/content.blubrry.com/2financialguys/RF154_Market_Volitility_and_Setting_Expectations.mp3 In this episode, the Relatable Finance guys talk about recent stock market volatility, offering insights and reminders on what to expect during periods of market instability. They explore the importance of setting realistic long-term goals and how to navigate market fluctuations to achieve investment success. Tune in to understand how to stay on course during… The post Relatable Finance Podcast Episode 154: Market Volatility and Setting Expectations appeared first on Provenance Wealth Advisors . Tue, 10 Sep 2024 12:17:33 +0000 https://media.blubrry.com/2financialguys/content.blubrry.com/2financialguys/RF154_Market_Volitility_and_Setting_Expectations.mp3 https://media.blubrry.com/2financialguys/content.blubrry.com/2financialguys/RF153_Similarities_in_High_Net_Worth.mp3 In this Relatable Finance episode, the South Florida finance guys mention common traits they observe among high-net-worth clients. They also converse about spending habits, work ethic, and the varied paths to financial success. Tune in to gain insights into how these characteristics can influence financial outcomes and discover practical tips to enhance your own financial… The post Relatable Finance Podcast Episode 153: Similarities Amongst the High-Net-Worth appeared first on Provenance Wealth Advisors . Tue, 27 Aug 2024 12:20:20 +0000 https://media.blubrry.com/2financialguys/content.blubrry.com/2financialguys/RF153_Similarities_in_High_Net_Worth.mp3 https://media.blubrry.com/2financialguys/content.blubrry.com/2financialguys/RF152_Assessing_the_Political_Climate.mp3 In this episode of Relatable Finance, the South Florida finance guys talk about President Biden withdrawing from the race and the political environment in the U.S. that is heating up as we head toward the November 5th election day. While things are likely to evolve quickly from here and predictions are difficult, we try to… The post Relatable Finance Podcast Episode 152: Assessing the Political Landscape Ahead of Election Day appeared first on Provenance Wealth Advisors . Tue, 13 Aug 2024 12:27:42 +0000 https://media.blubrry.com/2financialguys/content.blubrry.com/2financialguys/RF152_Assessing_the_Political_Climate.mp3