Podcast
The Northbound Wealth Podcast
Hosted by Brent Foster · EN
The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast.
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The Northbound Wealth Podcast
Feb 900:47:38Tap to summarizeThe Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!This week's format:Market Insights & NewsWhen to expect your 1099 - ChecklistExcerpt from "Notes on the Week Ahead | Real Economy Challenges," by Dr. David Kelly, Chief Global Strategist, JPMorgan Asset Management | Feb. 9, 2026Q4 2025 Earnings Review | noteable stock (tickers): PLTR, GOOG, LLY, AMZNWelcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.
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Feb 300:30:49Tap to summarizeThe Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!This week's format:Market Insights & NewsThe Housing Market Is Swinging Towards Buyers | WSJ.com by Nicole FreidmanAI's Fundraising Frenzy Continues | WSJ.com by Kate ClarkTechnical Analysis Spotlight (S&P 500) by Brent FosterWelcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.
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Jan 2000:23:00Tap to summarizeThe Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!This week's format:Market Insights & News2025 Look Back, 2026 Look Ahead, ChecklistIf you are 50+, do you know how your catch-up contributions are changing?Is “Waiting Until 70” a smart Social Security move?Are You Supporting Your Adult Child Financially—or Subsidizing Their Lifestyle?Hybrid Work - Does It Make Sense?University of Indiana Hoosiers Football | Natty Champs! Congrats on a legendary undefeated season!Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.
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Jan 1300:31:39Tap to summarizeThe Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!This week's format:Market Insights: All Three Major Averages RiseTrump Calls for 10% Cap on Credit Card Interest Rates by Meridith McGraw, WSJWhat 10% Credit Card Rate Cap Would Mean for Your Wallet by Veronica Dagher, WSJWhen Your Private Fund Turns $1 Into 60 Cents by Jason Zweig of the Wall Street JournalMy Oregon Ducks had a great season and I'm proud of the guys for fighting hard (Oregon is and always will be in my blood), but I'm also proud of my Indiana Hoosiers for a legendary season that I hope finishes with a big W over the Miami Hurricanes! Finish Strong Hoosiers!Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.
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Jan 700:24:32Tap to summarizeThe Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!This week's format:Market Insights & Update: 2026 Forecasts & Santa Claus Rally Holding PatternJanuary is Financial Wellness Month - Pro Tips & Things To ConsiderOregon vs. Indiana CFP Match Up | CBS SportsWelcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.
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Dec 2300:26:56Tap to summarizeThe Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!This week's format:Market Insights & Update2025 A Year In ReviewHelp Protect Your Family From AI Related Scams5 Retirement Facts That Might Surprise YouWelcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.
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Dec 800:40:21Tap to summarizeThe Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast.Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!This week's format:Market Insights & UpdateChart of the Week: "The Magnificent 7" Trump accounts' could give your child up to $1,000 for free. Your top questions answered | The Dell's $6.25 billion pledge | CNBCParamount Makes $77.9 Billion Hostile Bid for Warner After Netflix Struck Deal | WSJ.com by Lauren ThomasMortgage News Daily | December 8, 2025Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities.Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.
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Nov 2600:55:16Tap to summarizeThe Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!This week's format:Market UpdateYCharts: Nov. 20, 2025 - Why the Dot-Com Comparison Falls Short in 2025AI Leadership and Market AnxietyThe Dot-Com BlueprintThere Is Always a Reason to SellToday’s Fundamental DifferencesNavigating the NarrativeAAII October 2025 Edition | Wayne Thorp, CFA, Looking Beyond Price Trends With the McClellan OscillatorNorthbound Wealth | Year-End GivingMoney, Possessions, & Eternity by Randy Alcorn -Chapter 21: Teaching Children about Money and Possessions, excerpts read by Brent Foster Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my cohosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciaryadvice. It is not intended toprovide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.
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Nov 1700:25:21Tap to summarizeThe Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!This week's format:Market UpdateArk Disrupt: Weekly newsletter curated by Ark's Thematic Research Team | The FDA’s New “Plausible Mechanism” Pathway Could Transform Therapies For Rare Diseases, & MoreNVIDA CEO Jensen Huang 'half a trillion' forecast | CNBC, Kif Leswing -JPMorgan analyst Harlan Sur has an "overweight" rating and a PT of $215 per share on NVDA.Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.
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Feb 11, 202501:42:25Tap to summarizeThe Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent has spent nearly two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.Please join Brent as he shares his experience and knowledge in an effort to teach and educate about investing, economics, and personal finance!Investor Education | Fraud & Ponzi SchemesSEC & FINRA website Investor.govFraud and Ponzi SchemesHallmarks of a Ponzi Scheme"The Money Doctor" William Neil Gallagher Fraud SchemeBernard Madoff Ponzi SchemeSam Bankman-Fried (SBF) FTX Crypto Fraud & Ponzi SchemeIRS Guidance for Victims and their Tax ProfessionalsResources & Wrap UpPlease subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.Disclosures: All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.References for this Episode:1 https://www.youtube.com/watch?v=oo592MNWe-c2 https://www.sec.gov/litigation/litreleases/lr-244203 https://www.cbsnews.com/news/doc-gallagher-christian-radio-host-3-life-prison-terms-ponzi-scheme/4 https://edition.cnn.com/2013/03/11/us/bernard-madoff-fast-facts/index.html5 https://www.pbs.org/wgbh/pages/frontline/madoff/cron/index.html6 New York State Office of the Attorney General. "Madoff Middleman Ezra Merkin Charged With Fraud For Secretly Steering $2.4 Billion In Investor Assets Into Madoff's Ponzi Scheme7 https://www.pbs.org/wgbh/pages/frontline/madoff/cron/index.html8 Id.9 https://www.forbes.com/sites/nicholasreimann/2021/04/14/bernie-madoff-dies-in-federal-prison-at-82/?sh=4e304653fadd10 Bankman-Frieds is arrested as feds charge massive fraud at FTX crypto exchange,” Bankman-Fried is arrested as feds charge massive fraud at FTX crypto exchange : NPR, Dec. 13, 2022.11 https://abcnews.go.com/Business/funds-recovered-victims-bernie-madoff/story?id=9486371312 Internal Revenue Service, Rev. Rul. 2009-0913 Rev. Rul. 72-112, 1972-1 C.B. 6014 Internal Revenue Service, Rev. Rul. 2009-0915 Rev. Proc. 2009-2016 Id.17 Id.18 Id.19 Giambrone et al v. Commissioner, TC Memo 2020-145, October 19, 202020 Revenue Procedure 2009-20, Section 4.0421 Giambrone et al v. Commissioner, TC Memo 2020-145, p. 522 Giambrone et al v. Commissioner, TC Memo 2020-145, pp. 5-623 Id. at p. 1024 Id. at p. 1225 Revenue Procedure 2009-20, Section 2.03-2.0426 Tax Court Docket No. 6500-1327 Tax Court Docket No. 6500-1328 Rev. Proc. 2009-20, sec. 4.06(1)(a)(ii)29 Id. at sec. 4.06(2)(c)30 Tax Court Docket No. 11390-1231 26 U.S. Code § 2054 - Losses32 Tax Court Docket No. 28602-1033 https://edition.cnn.com/2023/02/27/business/td-bank-ponzi-scheme-stanford-settlement/index.html34 https://www.seattletimes.com/business/umpqua-bank-accused-of-aiding-a-massive-ponzi-scheme-again/35 https://www.classlawgroup.com/securities-fraud/professional-financial-investors-lawsuit36 Treasury Department Circular No. 230 (Rev. 6-2014), Regulations Governing Practice before the Internal Revenue Service, 10.2(4)
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