Charting
the Course

Morgan Housel is a partner at The Collaborative Fund and the author of Same As Ever and The Psychology of Money. Morgan has become one of the top thought leaders in the finance and investment world, and we were so grateful for his willingness to sit for a conversation. As discussed in the into, Tyler is joined today by Zac Reynolds, Full Sail CIO, as he helps facilitate the episode. Enjoy!

• Same as Ever
• The Psychology of Money
• Morgan's Blog
• The Morgan Housel Podcast

Merry Christmas and happy holidays from all of us here at Full Sail. We wish each and every one of you a blessed and joyful season. Thank you for following along here on Charting the Course and we look forward to another great year ahead. If you ever want more information about the who, what or why, be sure to visit fullsailcapital.com

As we wrap up the year, there is no better way than to have one of the final episodes highlight another local non-profit. Today, we sit down with Cheri Weaver, executive director at Wings, and hear all about their mission, vision and passion for their members. As stated, their mission is to enhance the lives of adults with developmental disabilities through social, vocational and residential programs guided by principles of the Bible. We highly encourage you to visit their website to learn more about how you can get involved.

We are honored to be joined by Medicare expert, Julia Fuentes, with Vanguard's financial advisor services. As a financial planning and coaching strategist, she has become an expert in the Medicare world and was kind enough to jump on the phone to visit with us about the details of this evolving marketplace.
Below are a few items provided by Vanguard that elaborate on a couple topics we discussed:

Understanding Medicare Choices
Meet IRMAA
Making Sense of Medicare's Parts

This week we continue our conversation with Mr. George Cohlmia as we look back over his 40 years of industry experience. There are many changes that have confronted investors over the past few decades, so we sat down to discuss ten of the more impactful ones. Today, we look at the remaining five - Financial Crises, ESG Investing, Passive Investing, Regulatory Changes, and Demographics. Enjoy!

This week we kick off a two-part conversation with Mr. George Cohlmia as we look back over his 40 years of industry experience. There are many changes that have confronted investors over the past few decades, so we sit down to discuss ten of the more impactful ones. Today, we look at the first five - Technology, Globalization, Deregulation, Investment Strategies, and Emerging Markets. Enjoy!

Today, we have our CIO, Zac Reynolds, join the pod for another Squared Away conversation. With three quarters of 2023 now behind us, we break down the impact of higher rates, the importance of allocation and goals, as well as how to view holding cash as an investment. We mentioned our recently published quarterly market update, which contained a good amount of information, data, and firm news, so please let us know if you would like a copy.

Today, we're back with our new mini-series of sorts that will begin to be featured on the podcast throughout the year.  Featuring our CEO, David Stanley, the "Captain's Corner" episodes will feature a discussion on markets, headlines, and the world of wealth management in general. If you have a topic that you would like us to discuss, shoot us an email!

Today, we look at a popular question…by asking more questions. Our team at Full Sail gets asked all the time "When/Why do we need to hire you?" which leads to a complex answer. To break it down, Tyler Grubbs is joined by Stacy Murray and Candace Guy to address this question by asking 5 more questions:

1. Do I anticipate a liquidity event in the next 2-5 years?
2. Have my finances become more complex and nuanced?
3. Are you starting to discuss and involve the next generation in managing your wealth?
4. Have you outgrown your current individual advisor and or firm capabilities?
5. Do you have confidence in your current estate plan and wealth transfer strategy?

This week on the podcast, we feature the incredible family behind Dillingham Insurance. Dating back to 1927, Dillingham Insurance has provided comprehensive insurance solutions for clients of all sizes across the United States. As you'll hear, the firm is now in their 96th year of business and has made it a point to uphold their mission of always putting the client first. Chad and Lucas were incredible gracious with their time and we know you'll enjoy our conversation!

Dillingham Website