The Capital Stewards Podcast

著者： Brian Seay CFA Investment Pro Business Leader Financial Advisor
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  • Description: Are you a business or government leader who wants straightforward, trustworthy financial guidance that you can act on? Do you find yourself asking: -> How do I invest? -> How do I reduce taxes? -> What financial information can I trust? -> I have a ton of education… so why is managing my money still SO confusing? …or maybe even the biggest question of them all: Am I making smart financial decisions today? Are there things I should be doing with my money that I’m not doing? [insert cringing emoji] We get it! Knowing how to manage your money during your highest-earning years is HARD. It can feel like you need to go back to school and get a degree in personal finance in addition to everything else on your plate. If this is you, then you’re in the right place. Whether you’re a business leader, government leader or an engineer or developer, this is the show for you. On this podcast, we’re going to cover the three things you need know to make smart financial decisions: 1) Financial acumen (think of this as the 101 AND the 102 course on your money) 2) The right money mindset, which leads to smarter decisions 3) Current financial and market news you need to know and act on Hi, I’m Brian and helping you make smart financial decisions is my passion. I started my career more than a decade ago serving wealthy families and non-profits at one of the largest asset managers in the world. Along the way, I earned an MBA from Emory University, earned the Chartered Financial Analyst (CFA) designation and became an investor myself. I started Capital Stewards to help professionals become successful investors and live life fully. Most importantly, I’m still married to my college sweetheart and we have three amazing kids. I want you to know that you CAN make smart financial decisions without spending every minute of your free time researching on the internet. You might even just find that your drive to work (or your daily walk around the neighborhood) got more valuable while you listen. We’re here for you. Links: Want to Talk Live? -＞https://www.thecapitalstewards.com/contact Learn More About Us -＞ https://www.thecapitalstewards.com/aboutus Still Reading Old School Blogs -> https://www.thecapitalstewards.com/learn
    Copyright 2025 Brian Seay, CFA Investment Pro, Business Leader, Financial Advisor
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Description: Are you a business or government leader who wants straightforward, trustworthy financial guidance that you can act on? Do you find yourself asking: -> How do I invest? -> How do I reduce taxes? -> What financial information can I trust? -> I have a ton of education… so why is managing my money still SO confusing? …or maybe even the biggest question of them all: Am I making smart financial decisions today? Are there things I should be doing with my money that I’m not doing? [insert cringing emoji] We get it! Knowing how to manage your money during your highest-earning years is HARD. It can feel like you need to go back to school and get a degree in personal finance in addition to everything else on your plate. If this is you, then you’re in the right place. Whether you’re a business leader, government leader or an engineer or developer, this is the show for you. On this podcast, we’re going to cover the three things you need know to make smart financial decisions: 1) Financial acumen (think of this as the 101 AND the 102 course on your money) 2) The right money mindset, which leads to smarter decisions 3) Current financial and market news you need to know and act on Hi, I’m Brian and helping you make smart financial decisions is my passion. I started my career more than a decade ago serving wealthy families and non-profits at one of the largest asset managers in the world. Along the way, I earned an MBA from Emory University, earned the Chartered Financial Analyst (CFA) designation and became an investor myself. I started Capital Stewards to help professionals become successful investors and live life fully. Most importantly, I’m still married to my college sweetheart and we have three amazing kids. I want you to know that you CAN make smart financial decisions without spending every minute of your free time researching on the internet. You might even just find that your drive to work (or your daily walk around the neighborhood) got more valuable while you listen. We’re here for you. Links: Want to Talk Live? -＞https://www.thecapitalstewards.com/contact Learn More About Us -＞ https://www.thecapitalstewards.com/aboutus Still Reading Old School Blogs -> https://www.thecapitalstewards.com/learn
Copyright 2025 Brian Seay, CFA Investment Pro, Business Leader, Financial Advisor
エピソード
  • Play Offense During Down Markets: 5 Strategies to Consider

    Play Offense During Down Markets: 5 Strategies to Consider
    2025/04/25

    Market volatility and drops make us want to close our eyes and stop watching our portfolios. Challenging markets are not the time to run away and hide. It’s time to go on offense to save future taxes, transfer assets and get ready to take advantage of the next market cycle.

    In this episode I’m going to cover 5 things you should be thinking about now so that you can be prepared to take advantage of market declines as we go through the rest of 2025.


    Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, readers should make an independent assessment of the information and determine if any content mentioned is appropriate for their personal situation. Past performance of market results is no assurance of future performance. This information has been obtained from sources deemed reliable but is not guaranteed.
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    10 分
  • Tariffs = Recession: 2nd Quarter Investment Outlook

    Tariffs = Recession: 2nd Quarter Investment Outlook
    2025/04/15

    Investors have lots of questions on their minds. Most importantly, everyone wants to know what the impact of Trump’s proposed Tariffs are to the economy and to investment portfolios. In this episode, we will talk about what I see as the two potential paths forward for the economy and markets based on what we know about tariffs to-date and what those paths mean for your investments.

    Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, readers should make an independent assessment of the information and determine if any content mentioned is appropriate for their personal situation. Past performance of market results is no assurance of future performance. This information has been obtained from sources deemed reliable but is not guaranteed.
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    30 分
  • Should I Consider A ROTH Conversion?

    Should I Consider A ROTH Conversion?
    2025/03/20

    ROTH Conversion are a common question we address with clients. Here is my guide to ROTH conversions. I discuss:

    - Why you should consider a ROTH Conversion?

    - Potential Tax Savings

    - Why someone should NOT do a ROTH Conversion

    - ROTH Conversion Drawback and Limitations

    Questions? Start A Conversation with Capital Stewards: https://www.thecapitalstewards.com/startconversation


    Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, readers should make an independent assessment of the information and determine if any content mentioned is appropriate for their personal situation. Past performance of market results is no assurance of future performance. This information has been obtained from sources deemed reliable but is not guaranteed.
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    15 分

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