SecondHalf Coach Wealth Management

By Your Side Chats

Business EN ↓ 4 episodes

By Your Side Chats with SHC Wealth Management is focused on the financial topics shaping investors’ lives today. Episodes explore current market and economic trends, hot-button financial issues, financial planning strategies, and how our wealth management team is opportunistically positioning portfolios in response to changing conditions. Through timely conversations with thought leaders from the financial industry and related professions, listeners gain practical insights and a clearer understanding of the financial decisions that matter most at every stage of life.

Author

SecondHalf Coach Wealth Management

Episodes

What is an Accredited Investor? 17.06.2026 27:24

For many investors, there comes a point when traditional stocks and bonds are no longer the only conversation worth having. On June 17, Jessica Geary, Chief Planning Officer, welcomed Chris Norris from T. Rowe Price Investment Services, Inc. for her live By Your Side Chat discussing accredited investor opportunities and where they may fit within a broader financial plan. In this podcast episode, t...

Looking Beyond U.S. Borders 10.06.2026 41:04

During his June 10th By Your Side Chat, Chief Investment Officer William Urbanik, MBA welcomed Trevor Yates of Global X ETFs for a conversation on emerging markets, commodities, and recent portfolio adjustments within select SHC strategies. From the copper mines of South America to the rapidly growing economies of Colombia, India, Vietnam, and Greece, they explore how global capital is flowing bey...

Smart Starts: Making The Most of 529 College Savings Plans 09.06.2026 20:12

Chief Planning Officer Jessica Geary, CFP® invited guests John Yun and CaReece Norris from Capital Group (American Funds) on her May 19th By Your Side Chat to explore how 529 plans can do far more than simply save for college. From tax advantages and estate planning opportunities to Roth IRA rollovers and trade school flexibility, they discuss strategies families can use to build meaningful financ...

Market Leadership in Motion: Sector Rotation & Portfolio Positioning 08.06.2026 33:39

During his May 5th By Your Side Chat, our Chief Investment Officer William Urbanik invited Dan Braz of State Street Investment Advisors for a compelling conversation on how shifting leadership is creating new opportunities, how sector trends are evolving and what it means for investors today. William took a deeper look at how we are identifying leadership, repositioning portfolios and staying adap...