Concentric Wealth Management

On Target

Business EN ↓ Odcinki: 3

On Target, hosted by Concentric Wealth Management, is a concise recap of the markets followed by us "taking aim" at a hot topic. Whether it’s technology, economics, geopolitics, leadership, or business, these are meant to be practical discussions. Occasionally, we’re joined by guests to bring additional perspective and real-world experience to the conversation. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

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Autor

Concentric Wealth Management

Kategoria

Business

Strona podcastu

podcasters.spotify.com

Ostatni odcinek

26 cze 2026

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Odcinki

Saving Too Much, Saving Too Little: 5 Advisors on Getting it Right 26.06.2026 47:36

🗓 Schedule a complimentary portfolio review 🔔 Subscribe to On Target for monthly macro insights and market updates What's on our advisors' minds right now? And what are they hearing from clients? Our latest On Target episode is a candid look at both. Five Concentric advisors, one table, and the real conversations happening behind the scenes. The team talks through the question a...

Curiosity Is a Superpower | May Market Update with Patrick Burke 22.05.2026 27:57

🗓 Schedule a complimentary portfolio review 🔔 Subscribe to On Target for monthly macro insights and market updates What does it actually take to build something that lasts? In Episode 2 of On Target, Matt Tarka sits down with Patrick Burke, CPA, Esq. — founder and owner of Burke CPAs & Advisors and Concentric Wealth Management — for a conversation spanning 50 years of entrepreneurship...

Can Venezuela Solve the AI Energy Crisis? | March Market Update 31.03.2026 28:48

From market signals to machine intelligence to global power shifts, the inaugural episode of On Target dives straight into the forces shaping the investment landscape right now. In a fast-moving, insight-dense conversation, Matt Tarka connects the dots between economic data, the real implications of artificial intelligence, and an increasingly volatile geopolitical backdrop to frame not just wha...