Burney Wealth Management

Long Story Short

Business EN ↓ 54 episodes

Long Story Short is a weekly financial planning and investing podcast from Burney Wealth Management. Each week, your hosts Andy Pratt, CFA, CAIA and Adam Newman, CFA, CFP®, discuss the biggest questions they’re hearing from clients. They’ll occasionally bring in team members and interesting guests to discuss specialized topics like estate planning, business succession, and retirement income strategies. Founded in 1974, The Burney Company is a fee-only investment advisory firm that manages $3 billion in assets. Learn more about comprehensive financial planning at burneywealth.com.

Author

Burney Wealth Management

Episodes

One Big Beautiful Bill Act: What High Net Worth Families Need to Know | Ep 4 11.07.2025 29:12

The One Big Beautiful Bill Act just became law, and at 900 pages, it's longer than War and Peace. Adam Newman breaks down the key provisions that matter most to high net worth families. We cover: How the new tax law compares to previous major legislation Permanent extension of 2017 tax cuts and current income brackets The expanded SALT deduction limit and income phase-outs New charitable givin...

Tax Bills, Market Breadth & When to Actually Worry About Your Portfolio | Ep 3 03.07.2025 36:55

What's really in the new tax bill making its way through Congress? And should you adjust your portfolio when markets feel "too good to be true"? In episode 3 of Long Story Short, Andy Pratt and Adam Newman break down the tax legislation everyone's talking about and tackle a question they get constantly: When should you actually change your risk level? We cover: Key provisions in...

Making Sense of Market Headlines: Geopolitics, Tariffs, and Long-Term Investing | Ep 2 27.06.2025 30:24

How should you react when headlines scream about the next market crisis? In episode 2 of Long Story Short, Andy Pratt and Adam Newman tackle the questions they hear most from clients: Should I worry about what's happening in the Middle East? Are tariffs going to tank my portfolio? Is this market rally getting too frothy? Drawing from their daily conversations with investors, Andy and Adam prov...

From Beta Firm to Nearly $3 Billion: 40 Years of Investment Wisdom with Lowell Pratt | Ep 1 27.06.2025 24:00

What does it take to build a nearly $3 billion investment firm over four decades? In our very first episode of Long Story Short, we sit down with Lowell Pratt, President of Burney Company, for an intimate conversation about his 40-year journey from IT support to firm leadership. We cover: How Burney Company became a beta firm for Advent Software in the 1980s The military culture that shaped the fi...