In this insightful interview, financial expert Gary discusses the recent market volatility, the impact of geopolitical conflicts, and the evolving landscape of technology investments. He offers practical advice for investors navigating the current economic environment, emphasizing the importance of understanding interest rates, energy prices, and AI trends.

This episode features Todd Williams, president of Concord Business and Tax Advisors, discussing how business owners can treat their businesses as assets, make strategic decisions, and plan for long-term success. Topics include business valuation, risk management, debt strategies, tax planning, and building durable businesses.

In this episode, CPA Mac McSwain shares insights on tax planning, business growth, and the importance of holistic financial strategies. He discusses recent tax law changes, the value of team collaboration, and practical tips for small business owners and individuals aiming for long-term wealth building.

This episode explores the recent structural shifts in the global economy, focusing on trade, energy, and investment strategies. Guest Gary Aiken, CIO of Concord Wealth Partners, discusses how these changes impact long-term planning for investors and business owners.

In part two, Wade and Gary cover the crypto debate — including the NYSE's push into tokenization — and why Gary still swears by "if you can't explain it, don't buy it." They also break down the 2026 economic outlook: consumer sentiment, the real wage squeeze, and what tax policy could mean for growth. Gary shares his S&P forecast, his biggest risk scenarios, and three key takeaways for investors heading into the year. A clear-headed, process-driven conversation for anyone looking to cut through the noise.

summary

In this episode, Wade Lopez and Gary Aiken discuss the complexities of the current market, the impact of interest rates, inflation, tariffs, and the future outlook for investors. They share insights on market volatility, investment strategies, and the importance of a disciplined process.