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Focused Wealth
Driven by an entrepreneurial spirit, we actively seek opportunities to challenge the status quo, overcome obstacles, and discover innovative solutions that ensure long-term capital growth and preservation.
Our Clients
We do not seek to be all things to all people. As a firm, we seek a smaller number of relationships so that we can have the most impact. We serve both individual and institutional clients.
Episodes
Saturday May 07, 2022
Sunday May 01, 2022
Monday Apr 25, 2022
Saturday Apr 16, 2022
Saturday Apr 16, 2022
Wednesday Apr 06, 2022
Monday Mar 28, 2022
Monday Mar 28, 2022
Taxes reduction, income maximization, and growth regardless of inflation and market losses. Can it be done? I will explain!
Monday Mar 28, 2022
Tuesday Mar 22, 2022
Saturday Mar 12, 2022
Saturday Mar 12, 2022
Is This the Lull Before the Storm?
Is There a Recession Coming?
Know Thine Enemy: Bear Markets
Are You Taking Too Much Risk With Your Investments?
What is Your Hedge?
Monday Mar 07, 2022
Saturday Feb 26, 2022
Saturday Feb 26, 2022
Advisors, Advisors, Advisors
Buy and Hold, or Buy and Hope for a fee?
KCP Investments, buy, hold, and sell.
Psychology of investing in or near retirement.
Income, income, income.
Saturday Feb 19, 2022
Saturday Feb 19, 2022
Financial Engineering!
What type of listeners reach out for advice?
Why target date funds miss the mark?
Why it's so important to protect your principal?
Saturday Feb 12, 2022
Saturday Feb 12, 2022
Jobs, Jobs, Jobs!
1) Inflation & Rising Interest Rates2) 7 Sins of Investing Incorrectly 3) Strategies to Maximize Your Social Security4) Why Buy & Hold Could Hurt Your Long Term Return
Sunday Feb 06, 2022
Sunday Feb 06, 2022
Are we in a “super bubble” that has started to pop?
1) Are we in a “super bubble” that has started to pop?2) How to turn income into wealth3) How working affects your Social Security4) Why losses in your portfolio are so dangerous5) Estate tip: Do you need a living trust?