The Independent Advisors Podcast.

Welcome, Lumberjacks!

Part of our mission is education. Once a week, we interpret, clarify, and distill financial news in a podcast hosted by our leadership. We discuss everything from financial tips to how current events may impact your plan and portfolio.

You don’t have to be an expert to understand what’s going on in the financial world. We provide clear, grounded financial information you can trust.

  • The Independent Advisors Podcast: Episode 366

    The Independent Advisors Podcast: Episode 366

    Mark and Matt cover September market seasonality, the four-year presidential cycle, sector valuations, and why a trusted contact matters for your accounts.

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