Podcast
The Bull-Time Investor
Hosted by Financial Partners, Inc. · EN
Everybody's money is different! What you want or need your money to do is entirely unique to your situation. The Bull-Time Investor understands that fundamental truth. Cory, Scott, and Adam talk about their processes as wealth advisors, the intricacies of the market, and try to break-down some tough concepts.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Pareto Systems is not affiliated with Financial Partners or LPL Financial.
IMPORTANT: The projections or other information generated by Nitrogen, AssetMap and WealthVision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Nitrogen, AssetMap, WealthVision are members of LPL’s vendor affinity program and is in no way affiliated with LPL.
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20episodes
Episodes
Newest firstAll episodes
Kevin Simpson - Founder and CEO of Capital Wealth Planning
Feb 24, 202500:23:08Tap to summarizeToday the team talks with Kevin Simpson, a frequent contributor on CNBC and of course the CEO of Capital Wealth Planning. We discuss hedging versus the feeling of FOMO that so many have about investing.Pareto Systems is not affiliated with Financial Partners Inc or LPL Financial.IMPORTANT: The projections or other information generated by Nitrogen, AssetMap and WealthVision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges, or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Nitrogen, AssetMap, WealthVision are members of LPL’s vendor affinity program and is in no way affiliated with LPL.
Transcribe →Part 2 - Adam Holt CEO of Asset-Map
Feb 10, 202500:14:07Tap to summarizeAdam Holt returns as a guest and we talk about Fin-Tech; the growing technology and applications that have reshaped the world of wealth management and financial planning. What role does Asset-Map play amongst these new tools? How do we use this tech to improve our relationships with clients?Pareto Systems is not affiliated with Financial Partners Inc or LPL Financial.IMPORTANT: The projections or other information generated by Nitrogen, AssetMap and WealthVision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges, or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Nitrogen, AssetMap, WealthVision are members of LPL’s vendor affinity program and is in no way affiliated with LPL.
Transcribe →Adam Holt CEO of Asset-Map
Jan 27, 202500:15:30Tap to summarizeToday we have another Adam joining the podcast! Adam Holt of Asset-Map talks about simplifying data so advisors can help clients prioritize their goals.Pareto Systems is not affiliated with Financial Partners Inc or LPL Financial.IMPORTANT: The projections or other information generated by Nitrogen, AssetMap and WealthVision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges, or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Nitrogen, AssetMap, WealthVision are members of LPL’s vendor affinity program and is in no way affiliated with LPL.
Transcribe →What's your risk level?
Jan 13, 202500:12:27Tap to summarizeHow much are you willing to risk? Don't have an exact answer? That's fine, we can help you find out! We talk about those processes in this episode.Pareto Systems is not affiliated with Financial Partners Inc or LPL Financial.IMPORTANT: The projections or other information generated by Nitrogen, AssetMap and WealthVision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges, or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Nitrogen, AssetMap, WealthVision are members of LPL’s vendor affinity program and is in no way affiliated with LPL.
Transcribe →Is Financial Planning the most important step in our process?
Dec 30, 202400:12:05Tap to summarizeCory Scott & Adam are honed in on Financial Planning today, why is it important and how does it shape our process? There's a reason it all starts with talking to our clients. Pareto Systems is not affiliated with Financial Partners Inc or LPL Financial.IMPORTANT: The projections or other information generated by Nitrogen, AssetMap and WealthVision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges, or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Nitrogen, AssetMap, WealthVision are members of LPL’s vendor affinity program and is in no way affiliated with LPL.
Transcribe →How we interact with our clients, and why it matters.
Dec 16, 202400:12:11Tap to summarizeIn this episode we have 2 special guests that from our team that do a ton for every client we have. Without Destinee Chupp and Tracie Dygert and their work we wouldn't be complete, this episode we get some of their expertise.Pareto Systems is not affiliated with Financial Partners Inc or LPL Financial.IMPORTANT: The projections or other information generated by Nitrogen, AssetMap and WealthVision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges, or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Nitrogen, AssetMap, WealthVision are members of LPL’s vendor affinity program and is in no way affiliated with LPL.
Transcribe →Part 2 - The Bull-Time Process; Featuring Mike Cy with Pareto Systems
Dec 4, 202400:19:58Tap to summarizeWe made Cy stick around for another episode to round out the discussion of the "sounding board" process, and beyond. Asset maps, keeping client meetings fun, as well as constantly evaluating and improving the process itself.Pareto Systems is not affiliated with Financial Partners Inc or LPL Financial.IMPORTANT: The projections or other information generated by Nitrogen, AssetMap and WealthVision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges, or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Nitrogen, AssetMap, WealthVision are members of LPL’s vendor affinity program and is in no way affiliated with LPL.
Transcribe →The Bull-Time Process; Featuring Mike Cy with Pareto Systems
Nov 18, 202400:16:07Tap to summarizeMike Cy calls in to discuss the pillars that make up who we are today. Its critical to us that every client has access to all the information available in order to make the most sound financial decisions for you and your circumstances. Let's talk about that principle and some of the others that guide our decisions as wealth managersPareto Systems is not affiliated with Financial Partners Inc or LPL Financial.IMPORTANT: The projections or other information generated by Nitrogen, AssetMap and WealthVision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges, or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Nitrogen, AssetMap, WealthVision are members of LPL’s vendor affinity program and is in no way affiliated with LPL.
Transcribe →2024 Election Special Episode
Nov 1, 202400:29:41Tap to summarizeToday on the Bull-Time investor we have a special guest, Grace Bumpus with Franklin Templeton. Grace and her team continuously analyze political policies that could have an effect on wealth planning. The next 6 months can look very different depending on the outcome of upcoming elections- both Locally and Nationwide. Pareto Systems is not affiliated with Financial Partners Inc or LPL Financial.IMPORTANT: The projections or other information generated by Nitrogen, AssetMap and WealthVision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges, or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Nitrogen, AssetMap, WealthVision are members of LPL’s vendor affinity program and is in no way affiliated with LPL.
Transcribe →The Bull-Time Investor
Oct 21, 202400:16:46Tap to summarizeThe Financial Partners teams has many years in the business. We have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community. That is what we are bringing to our podcast: The Bulltime Investor. Pareto Systems is not affiliated with Financial Partners Inc or LPL Financial. IMPORTANT: The projections or other information generated by Nitrogen, AssetMap and WealthVision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges, or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Nitrogen, AssetMap, WealthVision are members of LPL’s vendor affinity program and is in no way affiliated with LPL.
Transcribe →