Podcast
Financial Fly By
Hosted by Patrick White, EA & Brian Pelling, CFA · EN
Patrick White and Brian Pelling introduce John White & Co to podcasting
It's like the Joe Rogan Elon Musk podcast, but more entertaining...it's rumored to be like seeing the Grand Canyon for the first time. I imagine it will only get better, but it's hard to imagine that.
Securities, advisory services and insurance products are offered through Gĕneos Wealth Management Inc. member FINRA/SIPC
9episodes
Episodes
Newest firstAll episodes
Recent Chief Economist Presentation Discussed - Tax Rates, Tariffs, GDP Growth
Jan 10, 201900:13:44Tap to summarizeRecent Chief Economist Presentation Discussed - Tax Rates, Tariffs, GDP Growth by Patrick White, EA & Brian Pelling, CFA
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How to handle Market Downturns for Clients / How much cash is enough
Jan 4, 201900:14:02Tap to summarizeBrian Pelling & Patrick White discuss how they handle market downturns / volatility for clients. How they differ from hedge funds / robo advisors? What is our overall goal for client portfolios?
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Podcast 7 - New Years Resolutions - Creating A Budget
Dec 31, 201800:08:24Tap to summarizeCreating a Budget. Thoughts on overspending during the Holidays and thinking about ways to adjust going forward.
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Market Update- Antifragile & Forest Fires
Dec 14, 201800:09:41Tap to summarize12/14/18 Market Update: Antifragile
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Market Update, Structuring The Purchase Of A Business, Structuring Retirement Plans
Dec 7, 201800:17:46Tap to summarizeMarket Update, Structuring the purchase / sale of a business, and options with retirement plans
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Sector Rotation - Low Volatility Holdings & Market Perspective
Nov 30, 201800:19:19Tap to summarizeAre you not entertained?
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Market Update - Mid Term Elections
Nov 8, 201800:12:30Tap to summarizeInvestment Update - Election Results - Tax Code
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Introduction to John White & Co
Oct 31, 201800:13:53Tap to summarizeIntro to John White & Co, Patrick White provides a background on the firm and thoughts on the industry.
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Having an Investment Process
Oct 31, 201800:09:36Tap to summarizeBrian Pelling discusses what to expect from the podcast, his investment process, where he thinks the industry has made some missteps, and lessons learned along the way.
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