🎙️ Financial experts, Joel and Chet, discuss the complexities of market volatility and uncover the '7 Deadly Investing Sins.' 🏦💼 Learn how to stay ahead in unpredictable times and make smart investment choices. Chet and Joel will guide you through the importance of diversification, consistency in investment strategies, and managing media consumption. 📉📰 

We also discuss the impact of recent tariff announcements and tax deadlines on investment decisions. 📊💸 This episode is packed with valuable insights on how to navigate through market turbulence and ensure your investments are resilient. Don't miss this insightful discussion with Chet and Joel! #MarketVolatility #InvestmentTips #DollarsAndSensePodcast #Finance #Investing #MoneyManagement 💰📈 

Common Investor Mistakes To Avoid During These Unpredictable Times & Expert Tips

Join David Bodamer, Editorial Director at WealthManagement.com, and his guest, Brad Walker, Co-President at CAIS, as they delve into the transformative landscape of alternative investments. 

Discover why independent wealth managers and RIAs are increasingly incorporating alts into client portfolios and the innovative trends making this possible.

Highlights from this episode include:

- The growth and evolution of the CAIS platform [00:00:37]
- Shifts in advisor strategies towards diversifying alternative investments [00:03:18]
- The importance of technology in streamlining alt investments and management [00:12:55]
- How CAIS is making alternative investments accessible to a broader advisor base [00:23:40]
- And more

Connect With David Bodamer:

david.bodamer@informa.com 
Website: https://www.wealthmanagement.com/ 
LinkedIn: David Bodamer : https://www.linkedin.com/in/david-bodamer-9a0581a/  
LinkedIn: WealthManagement.com: https://www.linkedin.com/company/wealthmanagement-com/ 

Connect With Brad Walker:

CAIS: https://www.caisgroup.com/ 
LinkedIn: Brad Walker: https://www.linkedin.com/in/brad-walker-3142402/ 

About Our Guest:

Brad Walker is Co-President of CAIS, where he drives the firm’s client experience and growth initiatives, ensuring independent financial advisors have the access, education, and innovation they need to adapt to the evolving world of alternative investments. He is committed to transforming how the independent wealth ecosystem engages with alternatives, helping advisors deliver greater value to their clients. Under his leadership, CAIS continues to enhance its platform, deepen industry partnerships, and set new standards for access, efficiency, and transparency in the space. A member of both the Executive Committee and Operating Committee, Brad plays a central role in shaping CAIS’s vision, growth, and impact on the independent wealth ecosystem.


CAIS’s Brad Walker on Making Alternative Investments Accessible

In this episode of the Wealth Management Invest Podcast, host David Bodamer sits down with Kristen Mirabella, head of partnerships at Eaglebrook Advisors, to discuss the evolving role of cryptocurrency in wealth management.

Eaglebrook is a digital asset platform that allows advisors to invest directly in crypto through separately managed accounts. 

Kristen talks about Eaglebrook’s compliance-first mindset and how in-kind transfers and tax-efficient strategies are helping advisors meet growing client demand for digital assets.

Key highlights include:

- Enabling direct investment in crypto SMAs with Eagle Brook 
- Navigating the process of in-kind transfers 
- Tax loss harvesting benefits of crypto SMAs 
- Integrating crypto into client portfolios 
- And more

Connect With David Bodamer:

david.bodamer@informa.com 
Website: https://www.wealthmanagement.com/ 
LinkedIn: David Bodamer : https://www.linkedin.com/in/david-bodamer-9a0581a/  
LinkedIn: WealthManagement.com: https://www.linkedin.com/company/wealthmanagement-com/ 

Connect With Kristen Mirabella:

Eaglebrook - https://eaglebrook.com/ 
LinkedIn: Kristen Mirabella: https://bit.ly/42t4fuE 

Wealth Management Invest: Demystifying Crypto for Financial Advisors with Kristen Mirabella

In this episode of the Wealth Management Invest Podcast, host David Bodamer sits down with Don Calcagni, the chief investment officer of Mercer Advisors, to explore how Mercer attempts to align investment decisions with financial goals. David and Don dive into defining clear investment objectives that align with clients’ financial aspirations, the importance of moving beyond 60/40 asset allocations, and understanding the psychological hurdles investors face. 

They discuss the latest investment vehicles, transforming strategies, the ongoing active versus passive management debate, and the nuances of private markets.

Connect With David Bodamer:

david.bodamer@informa.com   
Website: https://www.wealthmanagement.com/ 
LinkedIn: David Bodamer : https://www.linkedin.com/in/david-bodamer-9a0581a/  
LinkedIn: WealthManagement.com: https://www.linkedin.com/company/wealthmanagement-com/ 

Connect With Don Calcagni:

Mercer Advisors: https://www.merceradvisors.com/ 
LinkedIn: Don Calcagni: https://www.linkedin.com/in/donald-calcagni-8104b546/ 

About Our Guest:

As Chief Investment Officer, Don is responsible for setting the strategic direction of the firm’s investment offering, chairing the firm's investment committee, and the prudent stewardship of over $70 billion in assets under management. As a member of the executive leadership team, he also participates in M&A due diligence, oversees investment integration for new acquisitions, and provides ongoing advice regarding the firm's overall strategic direction to the Board of Directors, President, and Chief Executive Officer.

#podcast #invest #education #WealthManagement

Wealth Management Invest: Rethinking Portfolio Diversification with Don Calcagni

Are you prepared to safeguard your financial future and tackle the challenges of estate settlement? In this episode of Dollars & Sense, we dive deep into the essentials of risk management—from understanding investment volatility to balancing risk and reward for lasting financial health. Discover practical strategies like diversification, setting clear financial goals, and building emergency funds to protect what matters most. 

But that’s not all! We also unravel the complexities behind estate planning and the often-thankless role of the executor. Learn how to avoid common pitfalls, reduce family conflicts, and streamline the process for a smooth transition of assets. Packed with insights from the acclaimed "Dollars and Sense" and "Next Gen Dollars and Sense" books, this episode equips you with actionable tips to take charge of your finances and confidently navigate life's big transitions. 

Mastering Financial Risks & Estate Executor: Build Confidence for Whatever the Future Brings

Search marketing is evolving rapidly, but core marketing principles remain timeless even as AI reshapes the digital landscape.

In this episode of How I Grew This, hosts Amanda and Adam speak with Jason White, Head of Acquisition at Policygenius, about his journey from local bike shop marketing to enterprise SEO leadership, and how marketers can navigate today's rapidly changing search and AI landscape while staying grounded in fundamental marketing principles.


Turning Insights Into Impact: The Art of Strategic Creativity

In this episode of Wealth Management Invest, host David Bodamer talks with Jonathan McEvoy, managing director, Investor Relations and head of Private Wealth Secondaries Solutions Distribution at Coller Capital, to explore how secondaries provide an additional access point to private markets. Jonathan shares the growth story of private equity and private credit secondaries, their benefits to advisors and clients and how Coller Capital uses semiliquid funds to deliver its strategies. 

Key Points :

- The evolution of the secondary market from niche beginnings to a $160 billion-plus annual transaction space
- How secondaries provide liquidity, diversification and reduced risk through seasoned portfolios
- The advantages of semiliquid fund structures for private wealth investors
- The growing importance of education for advisors and clients when approaching secondaries

Connect With David Bodamer:

david.bodamer@informa.com 
Website: https://www.wealthmanagement.com/ 
LinkedIn: David Bodamer : https://www.linkedin.com/in/david-bodamer-9a0581a/  
LinkedIn: WealthManagement.com: https://www.linkedin.com/company/wealthmanagement-com/ 

Connect With Jonathan McEvoy:

Website: Coller Capital - https://www.collercapital.com/ 
LinkedIn: Jonathan McEvoy - https://www.linkedin.com/in/jonathanmcevoy/ 

Resources:

Listen to the Wealth Management Invest Podcast on WealthManagement.com: https://bit.ly/3EHpeRh 
Listen and Subscribe to the Wealth Management Invest Podcast on Apple Podcasts: https://bit.ly/4m1s30k 
Listen and Subscribe to the Wealth Management Invest Podcast on Spotify: https://bit.ly/4d0rD67 

Wealth Management Invest: The Role of Secondary Markets in Private Wealth with Coller Capital’s Jonathan McEvoy

Glenn Dubin explains modern portfolio theory: having a collection of managers that are both long and short in the markets enables easier allocation of capital to reach the highest returns with lowest volatility. 
See the video clip here: https://www.youtube.com/watch?v=ZlqPB3uK8wM

Glenn Dubin On Modern Portfolio Theory Highest Return, Lowest Volatility. glenndubin portfolio

In this engaging episode of Dollars & Sense with Joel Garris, listeners are taken on a journey through the fascinating world of old paper stock certificates and the essential steps to cashing in on these historical treasures. Did you know there could still be $780 billion in forgotten paper stocks out there? Joel explains how to uncover their value, navigate the process of redeeming them, and avoid leaving money on the table. 

The conversation then shifts to the dream of early retirement. Joel breaks down the real-life factors that determine whether you can retire sooner than expected—including maintaining good health, managing family financial obligations, boosting your savings rate, diversifying your income streams, and eliminating debt. Through client stories and practical advice, he reveals how small steps today can lead to a comfortable tomorrow. 

But that’s not all—this episode also unpacks the rising risks in today’s stock market. Joel highlights how market concentration in tech and AI, along with the dangers of groupthink, could threaten your portfolio. He stresses the importance of diversification and regularly reviewing your risk profile to avoid unexpected pitfalls. 

Ready to discover hidden wealth, take charge of your retirement, and protect your investments? Tune in to this episode of Dollars & Sense for insights you won’t want to miss! 

Today’s Market Insights, Paper Stock Certificates, & Retirement Prep

October 8, 2025
Mr. Jesse van de Merwe

As established trading arrangements are questioned, the volatility in both markets and government policy are leaving countries and investors scrambling. In Trade Tumult, we explore the challenges that face an already vulnerable global economy and the implications these challenges have for countries, citizens and investors alike.

Beyond examining the challenges, we delve into opportunities for leaders and investors to navigate and capitalize on large shifts occurring in the global economy. We will discuss trade policy, inflation, fiscal policy, demographics, geopolitics and more–consolidating it into a cohesive framework to make sense of an increasingly fractured world.

Jesse van de Merwe - Trade Tumult: Challenges and Solutions in an Increasingly Fractured World

Dollars & Sense with Joel Garris of Nelson Financial Planning is Central Florida's longest-running radio program. Joel is a CERTIFIED FINANCIAL PLANNER, a Certified Financial Fiduciary and a former corporate attorney who changes lives through successful planning.

Visit www.NelsonFinancialPlanning.com or call 407-629-6477 to schedule a free one on one conversation.

Offering securities through Nelson Ivest Brokerage Services, Inc, Member FINRA, MSRB & SIPC. Please note that these broadcasts are intended for general informational purposes only as individual situations may vary. The views expressed are those of the speaker and are subject to change at any time. Statements made should not be relied upon as a recommendation or solicitation. When discussed, past performance is no guarantee or indication of future results.

Inspiring leaders with the person and values of Jesus

Glenn Dubin is an investor and philanthropist. Glenn is also the Principal of Dubin & Co. a New York-based private investment company.

New tracks tagged #Diversification