The 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:

1. Market Insights & News
2. When to expect your 1099 - Checklist
3. Excerpt from "Notes on the Week Ahead | Real Economy Challenges," by Dr. David Kelly, Chief Global Strategist, JPMorgan Asset Management | Feb. 9, 2026
4. Q4 2025 Earnings Review | noteable stock (tickers): PLTR, GOOG, LLY, AMZN

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.

The 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:

1. Market Insights & News
2. The Housing Market Is Swinging Towards Buyers | WSJ.com by Nicole Freidman
3. AI's Fundraising Frenzy Continues | WSJ.com by Kate Clark
4. Technical Analysis Spotlight (S&P 500) by Brent Foster

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.

The 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:

1. Market Insights & News
2. 2025 Look Back, 2026 Look Ahead, Checklist
3. If you are 50+, do you know how your catch-up contributions are changing?
4. Is “Waiting Until 70” a smart Social Security move?
5. Are You Supporting Your Adult Child Financially—or Subsidizing Their Lifestyle?
6. Hybrid Work - Does It Make Sense?
7. 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.

The 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:

1. Market Insights: All Three Major Averages Rise
2. Trump Calls for 10% Cap on Credit Card Interest Rates by Meridith McGraw, WSJ
3. What 10% Credit Card Rate Cap Would Mean for Your Wallet by Veronica Dagher, WSJ
4. When Your Private Fund Turns $1 Into 60 Cents by Jason Zweig of the Wall Street Journal

My 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.

The 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:

1. Market Insights & Update: 2026 Forecasts & Santa Claus Rally Holding Pattern
2. January is Financial Wellness Month - Pro Tips & Things To Consider
3. Oregon vs. Indiana CFP Match Up | CBS Sports

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.

The 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:

1. Market Insights & Update
2. 2025 A Year In Review
3. Help Protect Your Family From AI Related Scams
4. 5 Retirement Facts That Might Surprise You

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.

The 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

Chart 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 | CNBC

Paramount Makes $77.9 Billion Hostile Bid for Warner After Netflix Struck Deal | WSJ.com by Lauren Thomas

Mortgage News Daily | December 8, 2025

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.

The 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 Update

YCharts: Nov. 20, 2025 - Why the Dot-Com Comparison Falls Short in 2025

• AI Leadership and Market Anxiety
• The Dot-Com Blueprint
• There Is Always a Reason to Sell
• Today’s Fundamental Differences
• Navigating the Narrative

AAII October 2025 Edition | Wayne Thorp, CFA, Looking Beyond Price Trends With the McClellan Oscillator

Northbound Wealth | Year-End Giving

Money, Possessions, & Eternity by Randy Alcorn -Chapter 21: Teaching Children about Money and Possessions, excerpts read by Brent Foster

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