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

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here

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
• Ark Disrupt: Weekly newsletter curated by Ark's Thematic Research Team | The FDA’s New “Plausible Mechanism” Pathway Could Transform Therapies For Rare Diseases, & More
• NVIDA CEO Jensen Huang 'half a trillion' forecast | CNBC, Kif Leswing -JPMorgan analyst Harlan Sur has an "overweight" rating and a PT of $215 per share on NVDA.

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: 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. As a reminder, all investments include the risk of loss and past performance is not indicative of future results....

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
• AI Headlines & Portfolios
• Fed Rate Cutsf - CNBC
• Did You Know? Open Enrollment Season (review 401k and HR Benefits), Long-Term Care Awareness Month, PWC predicts holiday spending decline, If you are over 50 (new retirement savings rules),
• Technical Analysis Spotlight - Final Thoughts

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: 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. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. 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
• Mortgage News Daily - October 22, 2025
• The Transcript - Weekly Quotes From Earnings Calls, Jamie Dimon CEO of JPMorgan Chase Bank, Charlie Scharf CEO of Wells Fargo and more...(Oct. 20th)

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: 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. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. 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 - Stocks Advance, Despite D.C. Shutdown
• Pennies Are Going Away! - AI Search / US Mint / AP News
• Government Shutdown: What It Means for Social Security & Your Portfolio
• CNBC - Private health insurers use AI to approve or deny care. Soon Medicare will, too. Lauren Sausser & Darius Tahir | KFF Health News 9/24/2025.
• EA Sports Aquisition 9/29/2025
• FICO provider is shaking up its credut score busines. Its stock is surging, by Pia Singh, CNBC
• Mortgage Rates Expected to Move Below 6% by End of 2026 according to Fannie Mae Data Insights (September 2025)
• A 2025 Guide to Protecting Seniors From Fraud

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact...

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
• FOMC Meeting (Rate Cut Decision)
• Technical Analysis Spotlight: Charts of tickers: GOOGL, META, MSFT, VST, AVGO, AMZN, NVDA, ORCL - I believe AI-themed leadership will likely represent the bellwether for the broader market. These guys charts are bullish.

Please subscribe to the Northbound Wealth Podcast by clicking on the RSS Feed on Apple, Spotify, or anywhere you listen to podcasts, but here click here for our free player. Check us out on YouTube.

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to Northbound Wealth at info@northboundwealth.com or by visiting our website contact us page.

Disclosures: 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. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.