Happy New Year! Today, Tyler is joined by David Stanley and George Cohlmia, as they breakdown the various phases of an investors journey, such as age, wealth and life stages. There are many obstacles and events that can disrupt our plans, but the key is to focus on the things we can control and remained disciplined in our approach. Thank you for joining us today!
We hope you all are having a wonderful holiday season. Today, Tyler is joined by Candace Guy, Full Sail Capital's marketing director, as we they bring you a special episode featuring every member of the Full Sail crew. From market perspectives to holiday traditions, we reflect back on this crazy year and get to highlight the people who daily contribute to our success. Merry Christmas!
Gary Brooks has been involved with Oklahoma commercial real estate for over 30 years, but the past 5 years may have been the most challenging and trying time of his career. In 2017, Gary and his partner, Charlie Nicholas, acquired the First National building in the heart of Oklahoma City. This 1.1 million square foot high rise built back in 1931 has been completely restored and is once again filled with vibrancy and grandeur. We are so thankful for the time Gary spent with us and the stories he told. If you haven't had the chance to visit, we strongly encourage everyone make time for a stop at the newly renovated First National Center, featuring a hotel, residences, retail and food & beverage.
Happy Thanksgiving!! This week, Tyler is joined once again by Stacy Murray, in-house CPA and advisor, as they dive into a few very important tax moves that investors can make in any market environment. You'll get insight on tax-loss harvesting, roth conversions, cash balance plans and a couple tax moves to consider in 2023. We hope you all have a wonderful week. Enjoy!
Nominated for the Journal Record's 2022 Woman of the Year, Lauren Mingee lives everyday with passion and purpose. Her company, Quintessa Marketing, has grown exponentially over the past 6 years and is quickly becoming a household name across the U.S. in personal injury law firms. We are so grateful to Lauren for the time she spent with us and for her willingness to share her story. Enjoy!
This week, we are thrilled to have Max Rhodes and Kyle Ray join the podcast for an very informative discussion on all things financial planning. Through their experiences as advisors, they are able to highlight some of the more important aspects of a well-designed plan, but also breakdown a few complex issues that can arise during the planning process. If you have any questions or comments during the episode, feel free to shoot Tyler a note via the website - https://www.fullsailcapital.com/contact/. Enjoy!
We’re back with another squared away episode as we digest everything that transpired in Q3. As always our goal is to provide some context and encourage everyone to remain disciplined and stick to their process. Joined by Zac Reynolds and David Stanley, today's episode is all about re-centering our focus on things we can actually control - allocation, risk, cost, taxes. Etc. Don’t forget to rate and subscribe!
Today, we sit down with David Stanley, Full Sail CEO, and Stacy Murray, CPA and advisor, as we provide some context around Q4 tax moves and discuss a few highlights from our previous interviews. As mentioned throughout the episode, below are a couple of highly recommended resources that we found beneficial:
Factfulness
Atomic Habits
Thou Shall Prosper
Psychology of Money
Did you know that it takes eight minutes and twenty seconds for sunlight to reach the earth? Today, we sit down with EightTwenty CEO and co-founder, Tony Capucille. Tony and his team are leading the charge to bring solar energy to cities across the nation. In their own words, they provide products and services that empower individuals and communities to harness solar energy for their own independence; instilling trust in all they do. Respect, focus and quality influence all their decisions.
See below to learn more:
This week, we were honored to sit down with behavioral finance expert, Dr. Daniel Crosby. He has spent years studying and learning the psychology of investing and how human behavior is affected by markets. He has published a number of books and host his own podcast, Standard Deviations. He joins Zac Reynolds and Max Rhodes to discuss everything from the paradoxes within investing to how we can identify our own financial biases. See below for a few links to his work:
Podcast - Standard Deviation
Books - The Laws of Wealth & The Behavioral Investor