Episodes

  • Avoiding The Pitfalls of Benchmarking (Ep. 99)

    Avoiding The Pitfalls of Benchmarking (Ep. 99)
    Nov 1 2023
    Stepping out of the shadow of comparison is not easy, be it life or investing. It is crucial to remember that every portfolio is unique, just like the individual.  In this episode, Mark Pearson and Chuck Etsweiler discuss the concept of benchmarking and comparison in investing. While benchmarking can hinder clarity and progress toward financial …

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    28 mins
  • Predictions, Pitfalls, and Profits: Your Guide to Smarter Investing (Ep. 98)

    Predictions, Pitfalls, and Profits: Your Guide to Smarter Investing (Ep. 98)
    Sep 20 2023
    Do you truly understand your investments? In this revealing episode, Mark Pearson and Chuck Etsweiler dive into the often misunderstood world of investing, examining why even seasoned investors and financial advisors stumble. They question common beliefs about market predictions, the role of financial advisors, and why so many investors are left in the dark about …

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    26 mins
  • Navigating Media Influence on Investments: Facts vs. Fear (Ep. 97)

    Navigating Media Influence on Investments: Facts vs. Fear (Ep. 97)
    Sep 6 2023
    When it comes to media hype and its influences on investments – can you separate facts from fear? In this episode, Mark Pearson and Chuck Etsweiler dive into media hype, its potential impact on investment choices, and the dangers of getting swept up by it. Drawing parallels between media tendencies and the saying “disasters come …

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    25 mins
  • Unravelling the Indexing Conundrum: A New Perspective with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 96)

    Unravelling the Indexing Conundrum: A New Perspective with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 96)
    Jul 12 2023
    Do you need clarification about the indexing conundrum?  The concept of indexing raises intriguing questions and challenges in today’s dynamic market. Join Mark Pearson and Chuck Etzweiler in this episode as they dive into the indexing issue and its impact on portfolio performance. They uncover the valuable lesson of clarity in understanding why your portfolio …

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    28 mins
  • The Lost Art of Investing Part 2 with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 95)

    The Lost Art of Investing Part 2 with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 95)
    Jun 28 2023
    As Chuck Etzweiler states in this episode, human beings were created to thrive on relationships and rely on interaction with other humans, not AI. Artificial Intelligence allows for a less emotional experience and can taint several processes they create. In this episode, Mark Pearson speaks with Chuck Etzweiler to discuss the art versus the science …

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    30 mins
  • The Lost Art of Investing Part 1 with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 94)

    The Lost Art of Investing Part 1 with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 94)
    Jun 14 2023
    Investment planning is largely considered a science, with a focus on numbers and returns. In reality, it is an artistic mindset that allows investors to understand what the best options are instead of what will grant the highest returns. In this episode, Mark Pearson speaks with Chuck Etzweiler on the difference between the scientific and …

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    29 mins
  • Common Myths Within The Financial Industry part 2 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 93)

    Common Myths Within The Financial Industry part 2 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 93)
    Mar 29 2023
    In the financial industry, there are several narratives that get passed around that might scare some people into making certain decisions that might not benefit them.  In this episode, Mark Pearson is joined by Chuck Etzweiler in this two-part mini-series to discuss what ultimate clarity is and how you can get that through understanding the …

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    32 mins
  • Ultimate Clarity Vs. What The Industry Promotes – Part 1 – With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.92)

    Ultimate Clarity Vs. What The Industry Promotes – Part 1 – With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.92)
    Mar 8 2023
    In the financial industry, there are several narratives that get passed around that might scare some people into making certain decisions that might not benefit them.  In this episode, Mark Pearson is joined by Chuck Etzweiler in this two-part mini-series to discuss what ultimate clarity is and how you can get that through understanding the …

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    27 mins