Trends with Benefits

Hear how understanding individual money stories and shared contributions helps couples build a healthier relationship with each other through money, with Money Together authors Douglas and Heather Boneparth. 00:00 Introduction 02:06 The Book Launch and Reception 10:59 The Impact of Personal Experiences on Financial Views 21:05 Navigating Difficult Conversations About Money 31:39 The Importance of Financial Knowledge 32:11 Joint vs. Separate Accounts 34:26 Navigating Financial Agency 36:23 Addressing Non-Financial Risks 39:43 Planning for Future Caregiving 42:01 The Impact of Technology on Relationships 44:30 Trend or Fad?

Matt Barkley discusses AI valuations, the role of energy in the AI boom, Bitcoin's long-term investment case, and how his NFL mindset has influenced his trading decisions.

Learn how online investing is redefining transparency, trust, and community for the next generation of retail investors from Blossom CEO Max Nicholson. 00:00 Introduction 02:22 What Is Blossom? 07:14 Privacy vs. Transparency 09:20 Blossom Origin Story 19:59 Where Blossom Fits in the Investor Lifecycle 22:05 Can Tech Help Advisors Serve Smaller Accounts? 29:45 Covered-Call & Single-Stock ETFs: Education vs. Yield-Chasing 34:00 Is the Meme-Stock Era Over? 35:57 Diversification vs. Thematics 39:45 Long-Term Retail Trends 47:24 Trend or Fad?

Hear how women breadwinners can take control of their finances through intentional planning, clear goals, and confidence.

In this episode of Trends with Benefits, Ed Lopez sits down with Larry McDonald, Founder of the Bear Traps Report, to discuss the current state of financial markets. Larry dives into signals pointing to potential economic turbulence, from mounting consumer credit pressures to persistent inflation. He shares insights on the growing investor shift toward hard assets amid de-dollarization and global tensions and weighs in on how demographics are reshaping asset allocation. The conversation also touches on the future of AI, energy infrastructure, and the changing dynamics of passive investing, highlighting why reading market signals is more critical than ever.