Welcome to the Payne Points of Wealth: The podcast that addresses all the pain points that come with creating your wealth, growing your wealth, and sustaining your wealth. Hosted by the Family Wealth Experts of Payne Capital Management, Bob, Ryan & Chris Payne. On a weekly basis, they deliver timely strategies and solutions for the pain points that come with building, preserving and managing your wealth.
Episodes
Wednesday Jul 19, 2023
What’s really in your portfolio?
Wednesday Jul 19, 2023
Wednesday Jul 19, 2023
It’s Episode 127 and the economic data just keeps coming in better than better. We literally had inflation dropping faster than anyone anticipated. Bank earnings came in better than expected. The numbers look good. Employment is strong. This week we have our colleague and Certified Financial Planner™, Courtney Garcia, We’re going to talk about what pitfalls may lie ahead in the economy, what you have to watch out for, and the mistakes you might be making that you need to adjust given where the economy is.
On The Tipping Point, we’re going to talk about paralysis by analysis. There are a lot of things stopping you from making the right financial decisions on your path to financial independence.
Wednesday Jul 12, 2023
If you own the S&P 500 are you really diversified?
Wednesday Jul 12, 2023
Wednesday Jul 12, 2023
It's Episode 126 and the concentration of stocks in the S&P 500 continues to climb. In fact, 7 stocks account for 27% of the index. Which begs the question, how diversified are you if you own the S&P 500? We're going to talk about that today. We're going to talk about this fantastic economy that just won't fall off a cliff no matter what they tell you. We're going to talk about some of the economic data that's come out, and what it means for the rest of the year.
On The Tipping Point, we have a very special guest, our colleague Frankie Lagrotteria. We're going to discuss a lot of different questions you may have right now about how your investment portfolio is positioned. We have some pro tips.
Tuesday Jul 11, 2023
Cyber Fraud and Scams Investors Need to Watch Out For
Tuesday Jul 11, 2023
Tuesday Jul 11, 2023
It’s Episode 125 and Apple now is at $3 trillion. As the stock market continues to heat up, economic data continue to come in better than expected. The Roaring Twenties, we’ve been talking about, they’re here. So we’re going to talk about the momentum the market has, what we see in the economy like we do every week, and some of the bigger signals that things are going to get even better than they are today.
On The Tipping Point, we’re going to talk about cyber fraud. We’ve got our friend Keith Tessler telling you how you protect yourself against one of the biggest issues in America today, money being stolen from your account. And we have our colleague Frankie Lagrotteria on the show.
Wednesday Jun 28, 2023
Will technology help solve the labor shortage?
Wednesday Jun 28, 2023
Wednesday Jun 28, 2023
It’s Episode 124 and disbelief is the mother of all bull markets. We hit a recent high this past week in the S&P 500, piercing above where the index was last August on a lot of really good news. Inflation coming down a lot over the course of the last couple of months. We see the Fed making a decision to pause on interest rates. China is stimulating its economy as it’s been slightly slower than was expected on the reopening. So a lot going on, a lot of questions about what’s going to happen for the rest of the year. Is it highly likely we’re going to go into recession, not going into recession? And does this bull market have legs?
On The Tipping Point, we’re going to talk about the long game. When you’re investing your money, trying to get financially independent, you got to think long term, not short term.
Wednesday Jun 21, 2023
How the Forbes legacy began, to the Fed and AI – Our interview with Steve Forbes Ep#123
Wednesday Jun 21, 2023
Wednesday Jun 21, 2023
It’s Episode 123 and we are in a classic bull market. The market’s been climbing the wall of worry all the way since October. Meanwhile, the Fed finally skips, pauses, stops raising interest rates. I’m not sure if they’ll raise again, but we know inflation continues to come down, dropping like a rock. Meanwhile, wages continue to stay strong as unemployment stays at record lows. Folks, this doesn’t look like a recession.
We’ve got two special guests today. We have our colleague, certified financial planner at Payne Capital Management, and contributor on CNBC, Courtney Garcia. And we’ve got Steve Forbes today talking about his life, his view of the markets and the economy.
Wednesday Jun 14, 2023
Does the new bull market have bad breadth?
Wednesday Jun 14, 2023
Wednesday Jun 14, 2023
It's Episode 122 and it's official, we're in a new booming bull market. The S&P 500 is up over 20% since last October as the economy continues to improve. Inflation coming down. The job market remains strong yet wages are growing at a slower pace. It's almost like a Goldilocks scenario – we will give you our 2 cents. We're past the debt ceiling now we're looking into the future. Bob and I are going to read the tea leaves and tell you exactly what we think is going to happen in the economy. On The Tipping Point, we're going to talk about those gray areas that you have to make decisions on when it comes to your financial independence and you've got to make the right decision. We're going to help you make the right decision.
Wednesday Jun 07, 2023
Has AI Replaced Wall Street’s Common Sense?
Wednesday Jun 07, 2023
Wednesday Jun 07, 2023
It’s Episode 121 and the economy continues to remain strong. The jobs market continues to surprise everyone with a hot jobs number. This past week and inflation continues to come down. Every naysayer out there is still skeptical of what kind of condition the economy is in. You know how we feel. We’re optimistic, but we’re going to talk about it today.
On The Tipping Point, we’re going to talk about picking your financial independence date. When can you stop working, and live off your portfolio? What do you need to be thinking about? Join us for this episode of Payne Points of Wealth.
Friday May 19, 2023
The perfect marriage of Risk Taking & Caution with our guest Carrie Kerpen
Friday May 19, 2023
Friday May 19, 2023
It’s Episode 120 and the pessimism party continues despite the fact the news just keeps coming in better than expected. Unemployment is at a 53-year low. Right now, we’ve got inflation continuing to come down and earnings better than expected. Could be a Goldilocks economy. But Wall Street doesn’t want you to think that. We’re going to get into it today.
On The Tipping Point, we’ve got a great guest today with Ryan’s friend Carrie Kerpen. She’s an entrepreneur who sold her business. We’re going to get really deep on the psychology of money.
Friday May 05, 2023
Friday May 05, 2023
It’s Episode 119 and economic growth continues, much to the chagrin of many Wall Street strategists. The economy continued to grow in the first quarter. Earnings season is upon us and earnings have been pretty good. Technology has been leading the way. Markets are going higher and the French stock market is leading all markets. So it’s crazy out there. We’re going to break it down for you today.
On The Tipping Point, we’re going to talk about variables that you need to factor in when it comes to you becoming financially independent.
Wednesday Apr 19, 2023
Is Inflation Finally Starting to Cool?
Wednesday Apr 19, 2023
Wednesday Apr 19, 2023
It’s Episode 118 and inflation is coming down. We had the Consumer Price Index (CPI) and the Producer Price Index (PPI) come down more than expected last week. Meanwhile, the labor market remains hot. Our vantage point of a soft landing is becoming more real by the moment. Recessionary fears are continuing to dwindle as investors are starting to put money back in the market.