John Scambray
The Wise Money Guys
The Wise Money Guy Podcast is here to help you manage your Retirement Investments or help you find the right person to manage your Investments. New shows - Almost every Friday or Monday. John Scambray, CPM OneSource Wealth Management Managing Partner, Chief Investment Officer Website: wisemoneyguys.com John began his career more than 30 years ago as a Trusted Advisor and financial services representative helping uniquely successful individuals, businesses and families make crucial financial decisions with confidence. John has strategically led advisory and wealth management business units and...
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Episodes
The US Market from 2021 Through Today... 01.10.2024 44:24
What does the data say? We use the data to analyses the past markets and forecast the future markets. Host John and Giuseppe share how they work the numbers. Plus, Government refinancing, the Importance of Planning, and our Retirement Workshop this week in Rocklin. Tune in for details. The Wise Money Guys.
The High Cost of U.S. Government Debt $$ 19.09.2024 45:00
Government spending, borrowed money, and high interest rates are all reasons the United States owe trillions in debt payments. Hosts John and Giuseppe tell us what that means for your investments. Plus, the Fed Rate cuts and a history of how the market has reacted to past cuts, possible relief in the mortgage market, a golden nugget, and our workshop on October 2nd. The Wise Money Guys.
From A Bull To A Bear 05.09.2024 42:53
It's finally happened. We see clear signs of a changing investing environment on Wall Street. Hosts John and Giuseppe chart the path from the recent Bulls to its inevitable end. Also, the upcoming fed meeting, buyback strategies, and more on our next investor workshop on October 2nd. The Wise Money Guys.
The Feds and The Election Effect 05.09.2024 43:26
The race is heating up, but the markets are cooling down. And, what about Nvidia's reporting? These are interesting times. Hosts John and Giuseppe take a look at what the Fed is up to as we share a new client strategy. Plus, we announce a new Workshop. October 2nd. The Wise Money Guys.
First In the Markets; Second to None 05.09.2024 46:00
The United States is adding debt at a remarkable rate. We need predictions for the rest of 2024. Hosts John and Giuseppe share what your new scenario will look like, how to use bonds as an investment, and creating custom mutual funds. The Wise Money Guys.
The Window Of Opportunity is Shrinking 05.09.2024 44:06
The markets are becoming more and more voilitile every week. Inflation, rates, and pricing are having an impact on your portfolio. Hosts John and Giuseppe give us the latest on interest rates, the Fed, and investing strategies to protect yourself. The Wise Money Guys.
Balance, Balance, and Rebalance 05.09.2024 43:39
That's what we preach. Hosts John and Giuseppe have told us that Inflation will take its tole. So, now is the time for education and experience. This weekend we look at Treasury Bonds, US Debt, and a couple Golden Nuggets. The Wise Money Guys.
Healthy Markets Make For Strong Portfolios 02.08.2024 43:10
We've heard the Fed speak, and the earnings season report. The Marketing is weakening, and frankly we told you so. Host John and Giuseppe have the latest on the financial markets, news that affects your money, and three solid recommendations for a secure retirement. The Wise Money Guys.
Timing The Selloffs In A Bull Market 25.07.2024 43:46
With the tech stocks reporting their earnings this week, we are watching the market jitter. Host John and Giuseppe tell us how Government Influence is affecting the Stock Market and Small Cap companies. The Wise Money Guys.
Benefiting From Lofty Markets 19.07.2024 44:34
The Markets are up, but Tech and the Nasdaq were down. Plus, Washington is pulling the strings. Now is the time to watch the news and make smart decisions. Hosts John and Giuseppe say that starts with asset allocation, education, and the right advisors. The Wise Money Guys.
Our Road Map for Your Plan of Attack in Retirement 12.07.2024 42:24
Inflation numbers are out, the Fed is talking about cutting rates twice in the next 6 months, and the market is hitting record highs. Host John and Giuseppe give us the latest news and more on Mutual Funds, the S&P records, avoiding emotional mistakes to your portfolio. The Wise Money Guys.
Avoid These Epic Mistakes From Market Greed 03.07.2024 43:34
Balance, Balance, Rebalance. That's what we preach in times of wavering news that can affect your portfolio. We are in these times. Hosts John and Guiseppe do that through diligent interest rates. This episode we also hit on the best options for your 529 Plan, and these tips to be financially savvy in 2024. The Wise Money Guys
Rebalance The News 29.06.2024 43:57
When the news has the potential to affect your portfolio we need to look at your options to rebalance. And after the most recent Presidential debate, hosts John and Giuseppe are doing just that. Plus, GIFT U - Gas, Insurance, Food, Tax, and Utilities, and Alternative Strategies to save for retirement. The Wise Money Guys.
Like The Days Before Y2K 29.06.2024 44:20
Those were the days. And now they are coming back to us again; 1999. Hosts John and Guiseppe see a need for market diversification. Lets do that together. Plus, a 60 / 40 blend, Risk vs Return, and Golden Nuggets. The Wise Money Guys.
The Bigger Social Security Question 29.06.2024 43:31
The social security question is coming up. How will it support you in retirement? Hosts John and Giuseppe have the latest on how Social Security can work supplement your golden years. Plus, AI and the economy, the importance of a balanced portfolio, and fixed income is good. The Wise Money Guys.
Truly Independent Risk-Adverse Money Management 07.06.2024 43:37
We know that some of the brokers out there are beholden to their underwriters. Not One Source Wealth Management. Host John and Giuseppe share thier philosophy on independent wealth strategies. Plus, new Inflation Data has been released, future Tax changes, and the influence of the US Housing Market. The Wise Money Guys.
Investing at the Speed of Data & Information 30.05.2024 44:26
From statistics to charts, numbers, graphics, and even AI, information comes at us quickly. Hosts John and Giuseppe help you navigate the crush of data to thrive in retirement. Let's talk more about it now. Plus, Canada's coming storm, the Trump tax cuts expiring, and the possibility of a new recession. The Wise Money Guys.
Structured Investments For A Balanced Portfolio 23.05.2024 44:29
Both Bonds and Stocks give us the best opportunity for a solid investment footing. This week hosts John and Giuseppe share how debt security and a growth asset together makes a healthy account. Plus, The Fed's influence on the economy, the A.I. Revolution, and the latest on our upcoming Workshop. The Wise Money Guys.
Tame Roller Coaster Risk to Retirement w/ our Proper Planning 14.05.2024 45:48
Planning. Planning, planning. We emphasize the importance of planning for your retirement. Hosts John and Guiseppe tell us what we can plan for in the 2nd half of 2024. Plus, a fixed-income update, the stock market run-up, and details about our workshop! Join us May 29th for our Retirement Workshop at the Spagetti Factory in Roseville. Yum. Learn more at Wise Money Guys dot com.
Spending. Consumption. Taxes. Rates; The Wise Money Guys Debate 03.05.2024 44:06
Half way through Q2, and we ask, "Are new fed policies being revealed with this fiscal future?" Hosts John and Guiseppe discect that, the Fed Committee's rate inaction, and the Inflation that Gov. $pending is causing. Plus, the Biden Tax Plan and Canada's housing tilllltt. Join us May 29th for our Retirement Workshop. Learn more at Wise Money Guys dot com.
Defensive Portfolios to Fortify Your Retirement 27.04.2024 43:34
It's the reason we are different. Host John and Giuseppe say diversification is the name of the game, with active investment managment to minimize your risk. Plus, new Federal financial numbers have been released, and the gift of high rates. The Wise Money Guys.
2% vs 5% vs 9% Risk. What Is Your Tolerance? 18.04.2024 41:55
Volitility is one way to make money in the market but with volitility comes risk. Hosts John and Giuseppe talk about risk today and the difference in Active Management vs Day Trading. Plus the benefits of the One Source Wealth Management fee structure and an update on the Energy sector. The Wise Money Guys.
With Financial Negativity Comes Investment Opportunity 12.04.2024 44:07
The government is doing it's best to make it hard for investors and retirees to grow our wealth. But, hosts John and Guiseppe say there are still great chances to buy the dip and thrive. Plus more on the Inflation numbers, and Energy Strategies. The Wise Money Guys
Data Dependent; Stock Market Resilient 05.04.2024 44:04
The headlines keep rolling out. that show Washington's debt and spending is affecting the market. Hosts John and Visceppe bring you the latest news. Plus continuing great rates, buying the dip, and our free structure. The Wise Money Guys.
Don't Fight The Fed - Align Your Investments For the Market 29.03.2024 43:14
It's best to Plan and use Experienced foresight to guide your investments in retirement. Hosts John and Guiseppe take us through how to do this with Active Investing. Plus, an analysis of Crypto and a Golden Nugget. The Wise Money guys.
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