Built To Last - Conversations on Wealth, Work & Life

Tax season doesn't have to be a scramble! Join Wade Lopez and tax expert Mac McSwain as they unveil the crucial steps you need to take before December 31st to optimize your financial outcomes for the upcoming year. This episode is a must-listen for anyone looking to save money and avoid common pitfalls as they navigate the complexities of tax laws and retirement planning.

As the midterm elections approach, Wade and Gary highlight historical trends showing that investing before elections often yields better outcomes than waiting. They reveal that since 1950, the S&P 500 has been higher a year after every midterm election, providing a compelling case for action rather than inaction.

Ever felt like you’re overdriving your investment strategy? In this episode of *Build to Last Conversations on Wealth, Work and Life*, Wade Lopez and Gary Aiken, Chief Investment Officer of Concord Wealth Partners, reveal the surprising parallels between racing and investing. They dig into how impatience can cost you more than just a race—it's costing you wealth.      Wade draws on his experi...

In this episode, Wade Lopez and Gary Aiken pull back the curtain on how investment decisions are made at Concord Wealth Partners, emphasizing the importance of process, discipline, and understanding why each position is in a portfolio. They discuss the roles of the investment committee, how decisions are implemented, and what separates good investments from great companies.

Wade Lopez and Gary Aiken discuss the implications of the Federal Reserve's rate hikes, what investors should watch for, and how to adapt portfolios in a rising interest rate environment.

In this episode, Gary Aiken discusses the nuances of portfolio diversification, risk management, and the importance of understanding hidden risks that can impact long-term financial health. Wade Lopez guides the conversation to help listeners identify and mitigate unseen dangers in their investments.

In this episode, Wade Lopez and Gary Aiken analyze the significance of the upcoming Federal Reserve interest rate decision, exploring market expectations, economic indicators, and strategic responses for investors and business owners.

Gary Aiken and Wade Lopez explore the current state of AI, its market exposure, risks, and long-term opportunities, providing insights for investors navigating this rapidly evolving landscape.

In this episode, Gary Aiken and Wade Lopez explore the implications of prolonged inflation on personal financial plans and business strategies. They discuss current inflation trends, how different sectors are affected, and practical advice for investors and business owners navigating this environment.

In this episode, Wade Lopez and Gary Aiken discuss how strong market performance can increase portfolio risk, the importance of disciplined rebalancing, and the impact of concentration and AI on investments. They explore practical strategies for managing risk and maintaining a portfolio aligned with long-term goals.

This episode explores the critical shift in retirement planning from asset accumulation to generating dependable income. Wade Lopez and Cody Anderson discuss how to create a flexible, tax-efficient retirement income plan that adapts to life's uncertainties.

This episode explores the critical differences between a strong investment portfolio and a comprehensive financial plan. Wade Lopez and Gary Aiken discuss how to align investments with broader financial goals, including taxes, estate planning, and risk management.

With mortgage rates high and traditional real estate stalling, host Wade Lopez talks with developer Reece Milton about why the Smoky Mountains have become one of the top short-term rental markets in the country. They break down the purchase-to-rent model, why Sevierville outperforms nearby markets like Gatlinburg, and how Hickory Hill at the Holt Homestead was purpose-built for STR investors — plu...

In this episode, Wade Lopez and Gary Aiken explore the complex dynamics of gold, Bitcoin, and real estate in today's macroeconomic environment. They discuss recent market movements, underlying demand, and strategic roles for these assets in a well-constructed financial plan.

In this episode, Wade Lopez and Gary Aiken analyze the first half of 2026, discussing market performance, geopolitical influences, and sector opportunities. They provide insights on navigating volatility, sector rotations, and strategic investing for the second half of the year.

In this episode, we analyze IBM's historic stock drop and explore what it reveals about market reactions, customer priorities, and the importance of execution in business strategy. Join us for insights on managing risk, recognizing trends, and staying agile in the fast-changing tech landscape.

In this episode, Wade Lopez and Daniel Thornton discuss the new Trump accounts, a government-backed savings tool for children, and explore how families and business owners can leverage this opportunity for wealth building and education.

In this episode, Wade Lopez and Gary Aiken analyze the implications of Kevin Warsh's appointment as Fed Chair, exploring how his background and policy approach could influence markets, interest rates, and financial planning amidst current economic challenges.

In this episode of Built to Last, Wade Lopez and Gary Aiken discuss the mid-year market review, covering GDP, inflation, Federal Reserve policy, market resilience, bonds, energy, valuations, and key risks for the second half of 2026. They emphasize staying disciplined and trusting the long-term plan amidst macroeconomic complexities.

In this episode, we explore the monumental IPO of SpaceX, the upcoming wave of AI company listings like Anthropic and OpenAI, and what these developments mean for investors and the market. We discuss valuation strategies, market dynamics, and how to navigate this new era of space and AI investments.

This episode explores the end of the era of easy money, its causes, and what it means for investors and business owners. Wade Lopez and Gary Aiken discuss structural changes in interest rates, market dependence on cheap capital, and strategies for navigating the new economic environment.

This episode explores the current state and future potential of artificial intelligence (AI) in markets and industries. Experts discuss whether AI is a bubble or a long-term shift, its economic impact, and how investors can navigate the hype with discipline.

In this episode, Becky Blevins a dedicated CFP®, CPWA®, and MSFS, shares her insights on building a successful financial practice, the importance of responsiveness, and the emotional side of financial planning. Discover how her commitment to continuous learning and client relationships sets her apart in the industry.

In this episode, Gary Aiken, CIO of Concord Asset Management, discusses the current state of inflation, its impact on investments, and what investors should consider for the future. We explore monetary policy, structural forces influencing inflation, and practical portfolio strategies to navigate these economic conditions.

In this insightful interview, financial expert Gary discusses the strategic shift towards international investing, the importance of having a clear investment thesis, and how geopolitical events influence market opportunities. Learn how to adapt your portfolio for long-term success and avoid gut reactions during volatile times.