Market Call Show with Louis Llanes

In this episode, Louis talks about the conflicting emotions surrounding current investment landscapes. With the economy appearing uncertain and news causing unease, we explore the principles of stability through two renowned investment books: "The Intelligent Investor" and "The Rule." Join us as we dive into Louis' concepts of quality, valuation, and sentiment, and examine how these principles can help investors find their footing amid market noise and market trends. Whether you're a seasoned professional or a curious learner, this episode offers valuable insights to help you weather market storms and make informed investment decisions. When you are ready, here are some ways we can help YOU with your investing and financial planning: 1. Try the new RISK NUMBER SCORECARD Everyone has a risk number. Let’s find yours. This tool can help you find YOUR personal risk number to have a peaceful investment journey ➡ https://bit.ly/3KJmpwv 2. Read the Financial Freedom Blueprint: 7 Steps to Accelerate Your Path to Prosperity If you’re ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. ➡https://www.pathtorealwealth.com/ You can also get a personalize signed hard cover copy ➡ https://www.pathtorealwealth.com/the-book/p/financial-freedom-blueprint 3. Work with me one-on-one If you would like to talk about planning and investing for your future. ➡https://calendly.com/wealthnet-make-an-appointment/introzoom

Revealed: The Clients We Refuse to Work With - Unmasking the Traits of Terrible Investors • Introduction: • Podcast announcer introduces the show, its purpose, and availability on various platforms. • Louis Llanes of Wealth Net Investments introduces himself and expresses his desire to help people become better investors. • Reflects on his career and the realization that some clients unknowingly engage in poor investment practices. • Personal Journey: • Shares his background in economics and finance, highlighting his passion for finding patterns and trends in the economy and investment markets. • Describes the serendipitous discovery of a book that changed his life and led him to pursue an economics degree. • Discusses his professional experiences in the financial industry and the importance of financial planning. • The Role of Probabilistic Thinking: • Emphasizes the significance of thinking in probabilistic terms for successful investing. • Explains the concept of expected value and the importance of considering different scenarios. • Provides examples of how to evaluate investments based on probabilities and expected values. • Argues against the desire for 100% certainty and the need to accept the unknown in investing. • Managing Emotions and Avoiding Impulsive Decisions: • Discusses the detrimental effects of letting emotions guide investment decisions. • Advises listeners to control their emotions and think rationally, focusing on long-term investment goals. • Highlights the importance of risk management and cutting losses to maximize returns. • Shares the pitfalls of being a rearview mirror investor and the need to avoid emotional reactions to short-term market fluctuations. • The Balance of Diversification: • Stresses the importance of diversification in investment portfolios. • Warns against over-diversification that dilutes potential returns and the concentration risk of investing too heavily in a single investment. • Encourages finding the right balance between diversification and concentration based on individual risk profiles and investment goals. • Understanding Investment Cycles and Styles: • Discusses the existence of cycles in both the economy and investment styles. • Cautions against changing investment strategies solely based on short-term trends or being out of favor with a particular investment style. • Highlights the importance of choosing investment approaches with long-term success and robustness. • Conclusion: • Reiterates the importance of probabilistic thinking, diversification, managing emotions, and understanding investment cycles. • Acknowledges the challenges of human nature in investing and the need to resist emotional impulses. • Expresses the intention to provide more timely discussions on current trends and patterns in the investment world. • Encourages listeners to ask questions and engage with the podcast for personalized advice and information. • Outro: • Podcast announcer reminds listeners to subscribe, follow on social media, and visit the website for past episodes. • Encourages leaving reviews and ratings to support the podcast. • Disclaimer about the general nature of the information provided and the importance of seeking personalized advice from qualified professionals. When you are ready, here are some ways we can help YOU with your investing and financial planning: 1. Try the new RISK NUMBER SCORECARD Everyone has a risk number. Let’s find yours. This tool can help you find YOUR personal risk number to have a peaceful investment journey ➡ https://bit.ly/3KJmpwv 2. Read the Financial Freedom Blueprint: 7 Steps to Accelerate Your Path to Prosperity If you’re ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. ➡https://www.pathtorealwealth.com/ You can also get a personalize signed hard cover copy ➡ https://www.pathtorealwealth.com/the-book/p/financial-freedom-blueprint 3. Work with me one-on-one If you would like to talk about planning and investing for your future. ➡https://calendly.com/wealthnet-make-an-appointment/introzoom

Top 5 Questions: Your Advisor’s Critical Role in Spousal Support | Ep 80 Podcast Mentions: 10-Point Checklist for Worry Free Retirement, https://www.retireready.live Have a question you'd like addressed on the show? Email Louis at hello@louisllanes.com Social Media Links: Twitter: /louisllanes Facebook: /louisllanes /marketcallshow LinkedIn: @louisllanes Schedule a call and free portfolio review http://www.wealthnetinvestments.com Shownotes Welcome to the Market Call Show with host Louis Llanes. In today's episode, Louis discusses a crucial topic that affects many individuals—being prepared for the loss of a spouse. Louis addresses five essential questions related to this issue, aiming to provide valuable insights and guidance. Louis begins by highlighting the common scenario where one spouse is not actively involved in financial affairs, entrusting their partner to handle everything. However, when an unexpected tragedy strikes, the uninvolved spouse can find themselves in a vulnerable and unfamiliar position. This lack of familiarity with the couple's advisors and professionals adds to the stress and uncertainty during such difficult times, particularly for women who may fear being taken advantage of. To address these concerns, Louis emphasizes the significance of active participation in meetings with advisors. By being present and engaged, spouses can establish a connection, build trust, and ensure their own understanding of the financial landscape. This proactive approach allows them to familiarize themselves with advisors and assess whether they are aligned with their needs and interests. These five questions serve as the foundation for the episode: 1. "Our financial advisor always wants me to participate on the call with my spouse, but I really don't have an interest. Why do I need to participate?" 2. "My spouse has passed away suddenly. What do I do to prepare financially?" 3. "We only have a home, a pension, and a 401(k). Do I need a will?" 4. "What is important about having a team of professionals—financial advisors, CPAs, and attorneys—for planning?" 5. "How do I know my advisor is doing right by me and my future?" In conclusion, Louis emphasizes the need for spousal involvement in financial planning and decision-making. Being proactive and educated helps protect against potential vulnerabilities and ensures a smoother transition in the face of unexpected events. By taking these steps, individuals can secure their financial future and leave a lasting legacy for generations to come. Don't miss out on this enlightening episode, filled with valuable advice for anyone concerned about spousal preparedness and financial well-being. Tune in to the Market Call Show now! Note: The show ends with a personal anecdote about birds nesting, symbolizing the circle of life and the passing of wealth to future generations. When you are ready, here are some ways we can help YOU with your investing and financial planning: 1. Try the new RISK NUMBER SCORECARD Everyone has a risk number. Let’s find yours. This tool can help you find YOUR personal risk number to have a peaceful investment journey ➡ https://bit.ly/3KJmpwv 2. Read the Financial Freedom Blueprint: 7 Steps to Accelerate Your Path to Prosperity If you’re ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. ➡https://www.pathtorealwealth.com/ You can also get a personalize signed hard cover copy ➡ https://www.pathtorealwealth.com/the-book/p/financial-freedom-blueprint 3. Work with me one-on-one If you would like to talk about planning and investing for your future. ➡https://calendly.com/wealthnet-make-an-appointment/introzoom

Welcome back to our YouTube channel, where we provide valuable insights on financial planning and retirement. In today's episode, we're diving into the fascinating world of pre-retirement planning and the common mistakes to avoid. Stay tuned as we cover an array of crucial topics that will set you on the path to a worry-free retirement. [0:00] Segment 1: What is the risk profile of a pre-retirement window? [2:16] Segment 2: Maximizing Retirement Benefits - Looking at your company's retirement package [4:20] Segment 3: Rolling over into an IRA - Pros and cons of rolling over a 401k [7:07] Segment 4: Mastering the Pre-Retirement Budget and Taxes [9:53] Segment 5: Stress Testing Your Portfolio - Preparing for a Secure Retirement [12:41] Segment 6: Determining Your Risk Profile - Avoiding the Five Worst Mistakes [15:08] Segment 7: Accurately Calculating Income in Retirement - Avoiding Pitfalls [16:51] Segment 8: Carving High Debt into Your Retirement Plan - Managing Costs Host: That wraps up today's episode on pre-retirement planning and the crucial steps you need to take for a worry-free retirement. We hope you found the insights and strategies shared here valuable. Don't forget to like this video, subscribe to our channel, and hit the notification bell to stay updated with our future episodes. If you have any questions or suggestions for future topics, please leave them in the comments section below. Thanks for watching, and we'll see you next time! Podcast Mentions: Free Download of A 10-Point Checklist for a Worry-Free Retirement: http://www.Retireready.live FREE Download chapter one of the Financial Freedom Blueprint to learn how to stay ahead of the herd. Visit http://www.pathtorealwealth.com Schedule a call and free portfolio review http://www.wealthnetinvestments.com Social Media Links: Facebook: /Louisllanes Twitter: @LouisLlanes LinkedIn: /LouisLlanes Email Us! Is there a financial question or market problem you would like to hear Louis work through on The Market Call Show? Email us at hello@louisllanes.com and you may see it answered on a future episode! When you are ready, here are some ways we can help YOU with your investing and financial planning: 1. Try the new RISK NUMBER SCORECARD Everyone has a risk number. Let’s find yours. This tool can help you find YOUR personal risk number to have a peaceful investment journey ➡ https://bit.ly/3KJmpwv 2. Read the Financial Freedom Blueprint: 7 Steps to Accelerate Your Path to Prosperity If you’re ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. ➡https://www.pathtorealwealth.com/ You can also get a personalize signed hard cover copy ➡ https://www.pathtorealwealth.com/the-book/p/financial-freedom-blueprint 3. Work with me one-on-one If you would like to talk about planning and investing for your future. ➡https://calendly.com/wealthnet-make-an-appointment/introzoom

On this episode of the Market Call Show, I delve into the fascinating world of market dynamics and investor behavior with my guest, Corey Hoffstein. We'll explore the impact of structural market shocks and how they have reshaped the financial landscape. From liquidity cascades and return-stacking to the influence of the FED, we uncover the forces driving market fundamentals. We also dive into the ongoing debate between active and passive investors and the rise of target date funds. Discover the intricate relationship between cash flow and capital markets, and the emergence of options as a savings vehicle. Learn about the risks and benefits of volatility targeting strategies and the role of quant methodologies in portfolio management. Corey gets personal and shares his journey in the finance industry and his insights into building an ideal portfolio. Don't miss this episode packed with valuable knowledge for navigating today's complex markets. Podcast Mentions: FREE Download chapter one of the Financial Freedom Blueprint to learn how to stay ahead of the herd. Visit http://www.pathtorealwealth.com Schedule a call and free portfolio review http://www.wealthnetinvestments.com Social Media Links: Twitter: @choffstein LinkedIn: /coreyhoffstein Website: https://www.thinknewfound.com/ When you are ready, here are some ways we can help YOU with your investing and financial planning: 1. Try the new RISK NUMBER SCORECARD Everyone has a risk number. Let’s find yours. This tool can help you find YOUR personal risk number to have a peaceful investment journey ➡ https://bit.ly/3KJmpwv 2. Read the Financial Freedom Blueprint: 7 Steps to Accelerate Your Path to Prosperity If you’re ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. ➡https://www.pathtorealwealth.com/ You can also get a personalize signed hard cover copy ➡ https://www.pathtorealwealth.com/the-book/p/financial-freedom-blueprint 3. Work with me one-on-one If you would like to talk about planning and investing for your future. ➡https://calendly.com/wealthnet-make-an-appointment/introzoom

Welcome to today's podcast where we're going to talk about why having a process is important, specifically when it comes to managing an equity portfolio. This episode is for two types of listeners - those who entrust their investment decisions to us and want to understand how we create their portfolios, and those who prefer to make their own investment decisions. Recently, we've been refining our processes and we'd like to give you a high-level overview of what we do behind the scenes when building portfolios. We'll cover three main aspects - screening, assessing opportunities, and portfolio structure. In a nutshell, having a process means having a routine and being disciplined. It's crucial to establish guidelines that will help you go through a checklist to ensure that you're investing your capital in areas that have the potential for excess returns. Do your research on stocks that look promising, but also consider all the factors that make a company valuable. Have guidelines on how much you're willing to invest in specific sectors or industries. By having a clear and consistent process, you'll be able to make informed investment decisions that can help you achieve your financial goals. Podcast Mentions: FREE Download chapter one of the Financial Freedom Blueprint to learn how to stay ahead of the herd. Visit http://www.pathtorealwealth.com Schedule a call and free portfolio review http://www.wealthnetinvestments.com Social Media Links: Facebook: /marketcallshow /wealthnetinvestments Twitter: /louisllanes LinkedIn: /louisllanes Email Us! Is there a financial question or market problem you would like to hear Louis work through on Ask Wealthnet? Email us at hello@louisllanes.com and you may see it answered on a future episode! When you are ready, here are some ways we can help YOU with your investing and financial planning: 1. Try the new RISK NUMBER SCORECARD Everyone has a risk number. Let’s find yours. This tool can help you find YOUR personal risk number to have a peaceful investment journey ➡ https://bit.ly/3KJmpwv 2. Read the Financial Freedom Blueprint: 7 Steps to Accelerate Your Path to Prosperity If you’re ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. ➡https://www.pathtorealwealth.com/ You can also get a personalize signed hard cover copy ➡ https://www.pathtorealwealth.com/the-book/p/financial-freedom-blueprint 3. Work with me one-on-one If you would like to talk about planning and investing for your future. ➡https://calendly.com/wealthnet-make-an-appointment/introzoom

Email Us! Is there a financial question or market problem you would like to hear Louis work through on The Market Call Show? Email us at hello@louisllanes.com and you may see it answered on a future episode! When you are ready, here are some ways we can help YOU with your investing and financial planning: 1. Try the new RISK NUMBER SCORECARD Everyone has a risk number. Let’s find yours. This tool can help you find YOUR personal risk number to have a peaceful investment journey ➡ https://bit.ly/3KJmpwv 2. Read the Financial Freedom Blueprint: 7 Steps to Accelerate Your Path to Prosperity If you’re ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. ➡https://www.pathtorealwealth.com/ You can also get a personalize signed hard cover copy ➡ https://www.pathtorealwealth.com/the-book/p/financial-freedom-blueprint 3. Work with me one-on-one If you would like to talk about planning and investing for your future. ➡https://calendly.com/wealthnet-make-an-appointment/introzoom

Podcast Mentions: FREE Download chapter one of the Financial Freedom Blueprint to learn how to stay ahead of the herd. Visit http://www.pathtorealwealth.com Schedule a call and free portfolio review http://www.wealthnetinvestments.com Investing Outside the Stock Style Box | Episode 69 How do you look at style when evaluating performance or investment selection? Here at Wealthnet Investments, to we look at style from the perspective of how it is going to perform in different economic environments. This week, I chat about the different lenses we use to determine if a stock is worth investing in, and how we approach it differently than other firms. In this episode, you’ll hear: • Using Quality, Valuation and Technical signals • Dimensions, Degrees and Diversification • Quality on a roll vs quality at a reasonable price vs emerging value • Why diversification of styles is critical to your success. Email Us! Is there a financial question or market problem you would like to hear Louis work through on The Market Call Show? Email us at hello@louisllanes.com and you may see it answered on a future episode! When you are ready, here are some ways we can help YOU with your investing and financial planning: 1. Try the new RISK NUMBER SCORECARD Everyone has a risk number. Let’s find yours. This tool can help you find YOUR personal risk number to have a peaceful investment journey ➡ https://bit.ly/3KJmpwv 2. Read the Financial Freedom Blueprint: 7 Steps to Accelerate Your Path to Prosperity If you’re ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. ➡https://www.pathtorealwealth.com/ You can also get a personalize signed hard cover copy ➡ https://www.pathtorealwealth.com/the-book/p/financial-freedom-blueprint 3. Work with me one-on-one If you would like to talk about planning and investing for your future. ➡https://calendly.com/wealthnet-make-an-appointment/introzoom

Podcast Mentions: FREE Download chapter one of the Financial Freedom Blueprint to learn how to stay ahead of the herd. Visit http://www.pathtorealwealth.com Schedule a call and free portfolio review http://www.wealthnetinvestments.com Is the Big Bear Hibernation Over? | Episode 66 Could we have an upside surprise in the stock market? I'll reveal some trends that show this may be underway right now on this week's episode of The Market Call Show. In This Episode, You’ll Hear: • Should you listen to the fundamentals or the technicals? • One stock screen that I like to find potential winners & stocks on my watchlist right now • Why big stocks might not be the best bets for big returns When you are ready, here are some ways we can help YOU with your investing and financial planning: 1. Try the new RISK NUMBER SCORECARD Everyone has a risk number. Let’s find yours. This tool can help you find YOUR personal risk number to have a peaceful investment journey ➡ https://bit.ly/3KJmpwv 2. Read the Financial Freedom Blueprint: 7 Steps to Accelerate Your Path to Prosperity If you’re ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. ➡https://www.pathtorealwealth.com/ You can also get a personalize signed hard cover copy ➡ https://www.pathtorealwealth.com/the-book/p/financial-freedom-blueprint 3. Work with me one-on-one If you would like to talk about planning and investing for your future. ➡https://calendly.com/wealthnet-make-an-appointment/introzoom

Email Us! Is there a financial question or market problem you would like to hear Louis work through on The Market Call Show? Email us at hello@louisllanes.com and you may see it answered on a future episode! Know This Before You Rollover Your Old 401(k) | Episode 65 New job or career change? What should you do with your 401k? This week on The Market Call Show, I go over the new rule from the Department of Labor that affects 401k rollovers and what that means for you. Why rollover or not, other options for cash flow in retirement, and the right way to structure your tax deferred accounts. In This Episode, You’ll Hear: • The new DOL rule, the good, the bad and the ugly • What to consider when thinking of rolling over your 401k • Building your retirement wealth vs using your retirement wealth When you are ready, here are some ways we can help YOU with your investing and financial planning: 1. Try the new RISK NUMBER SCORECARD Everyone has a risk number. Let’s find yours. This tool can help you find YOUR personal risk number to have a peaceful investment journey ➡ https://bit.ly/3KJmpwv 2. Read the Financial Freedom Blueprint: 7 Steps to Accelerate Your Path to Prosperity If you’re ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. ➡https://www.pathtorealwealth.com/ You can also get a personalize signed hard cover copy ➡ https://www.pathtorealwealth.com/the-book/p/financial-freedom-blueprint 3. Work with me one-on-one If you would like to talk about planning and investing for your future. ➡https://calendly.com/wealthnet-make-an-appointment/introzoom

Podcast Mentions: Standpoint Asset Management https://www.standpointfunds.com/ FREE Download chapter one of the Financial Freedom Blueprint to learn how to stay ahead of the herd. Visit http://www.pathtorealwealth.com Schedule a call and free portfolio review http://www.wealthnetinvestments.com Creating the Optimal Diversified Portfolio | Eric Crittenden | Episode 64 It is my pleasure to welcome Eric Crittenden to The Market Call Show this week. Eric is the Co-Founder and Chief Investment Officer of Standpoint, an investment firm focused on providing all-weather investment solutions to U.S. financial advisors. His 25-year career path has focused on systematic trend strategies that are uncorrelated with traditional equity and bond portfolios, particularly in hostile market conditions. His candid and frank discussion on diversification optimization speaks truth on market efficiency and is one not to miss. In This Episode, You’ll Hear: • Creating the optimal diversified portfolio • ETF’s vs individual equities • Trend strategies and analysis • Risk in the markets and regulatory confines • Continuous signals and how they can affect long term trading When you are ready, here are some ways we can help YOU with your investing and financial planning: 1. Try the new RISK NUMBER SCORECARD Everyone has a risk number. Let’s find yours. This tool can help you find YOUR personal risk number to have a peaceful investment journey ➡ https://bit.ly/3KJmpwv 2. Read the Financial Freedom Blueprint: 7 Steps to Accelerate Your Path to Prosperity If you’re ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. ➡https://www.pathtorealwealth.com/ You can also get a personalize signed hard cover copy ➡ https://www.pathtorealwealth.com/the-book/p/financial-freedom-blueprint 3. Work with me one-on-one If you would like to talk about planning and investing for your future. ➡https://calendly.com/wealthnet-make-an-appointment/introzoom Email Us! Is there a financial question or market problem you would like to hear Louis work through on The Market Call Show? Email us at hello@louisllanes.com and you may see it answered on a future episode!

The Ultimate Retirement Plan | Wade Pfau | Episode 63 Podcast Mentions: Wade Pfau’s contact info: Retirement Researcher https://retirementresearcher.com/ Podcast: Retire with Style Retirement Planning Guidebook, Wade Pfau FREE Download chapter one of the Financial Freedom Blueprint to learn how to stay ahead of the herd. Visit http://www.pathtorealwealth.com This week, I am happy to welcome one of the most knowledgeable retirement planning researchers and educators on the planet to my podcast - Wade Pfau. His work is the definitive source of all things related to retirement planning. When Wade Pfau earned his PhD in economics at Yale University, his dissertation was on reforming Social Security. He is the author of The Retirement Planning Guide Book, the program director of the Retirement Income Certified Professional® designation, a Professor of Retirement Income at The American College of Financial Services, and the Co-Director of the Center for Retirement Income. In This Episode, You’ll Hear: • Ways to maximize retirement income without taking on too much risk. • Little known, yet powerful strategies to lower your taxes • Tips on estimating the true cost of retirement, and • Making choices that enhance your life before you retire When you are ready, here are some ways we can help YOU with your investing and financial planning: 1. Try the new RISK NUMBER SCORECARD Everyone has a risk number. Let’s find yours. This tool can help you find YOUR personal risk number to have a peaceful investment journey ➡ https://bit.ly/3KJmpwv 2. Read the Financial Freedom Blueprint: 7 Steps to Accelerate Your Path to Prosperity If you’re ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. ➡https://www.pathtorealwealth.com/ You can also get a personalize signed hard cover copy ➡ https://www.pathtorealwealth.com/the-book/p/financial-freedom-blueprint 3. Work with me one-on-one If you would like to talk about planning and investing for your future. ➡https://calendly.com/wealthnet-make-an-appointment/introzoom

2023 Recession Risk, My Strategy and Your Plans | Episode 62 Podcast Mentions: Episode 36-How to Evaluate Your Investment Performance FREE Download chapter one of the Financial Freedom Blueprint to learn how to stay ahead of the herd. Visit http://www.pathtorealwealth.com Schedule a call and free portfolio review http://www.wealthnetinvestments.com Happy 2023! Our clients have been asking LOTS of questions (which we LOVE). This week, on the Market Call Show, I have some crystal ball recession predictions and I’ll take you behind the scenes for the secret sauce in our stock picking strategies. We’re also getting lots of questions about what’s the most money you can withdrawal in retirement? If you are an existing client and haven’t watched before, this episode is for you, it’s how we do--what we do! In This Episode, You’ll Hear: • What is the probability of a deep recession? • The three main factors to look at when screening stocks • How retirement planning will change your income strategy When you are ready, here are some ways we can help YOU with your investing and financial planning: 1. Try the new RISK NUMBER SCORECARD Everyone has a risk number. Let’s find yours. This tool can help you find YOUR personal risk number to have a peaceful investment journey ➡ https://bit.ly/3KJmpwv 2. Read the Financial Freedom Blueprint: 7 Steps to Accelerate Your Path to Prosperity If you’re ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. ➡https://www.pathtorealwealth.com/ You can also get a personalize signed hard cover copy ➡ https://www.pathtorealwealth.com/the-book/p/financial-freedom-blueprint 3. Work with me one-on-one If you would like to talk about planning and investing for your future. ➡https://calendly.com/wealthnet-make-an-appointment/introzoom

Do This Now! 8 End of Year Financial Tips | Ep 61 I have 8 important tips for you to consider before the year end. In this week’s episode of The Market Call Show, these tips have really practical, actionable advice you may have not thought about, that can help you accelerate your wealth. In this episode you'll hear: • What are some of the problems people face at the end of each year? • What are the implications of these problems? • 8 specific solutions to start 2023 on the right foot. Podcast Mentions: Visit my website to schedule a call with me, www.wealthnetinvest.com. Or click here Schedule a Call FREE Download chapter one of the Financial Freedom Blueprint to learn how to stay ahead of the herd. Visit http://www.pathtorealwealth.com When you are ready, here are some ways we can help YOU with your investing and financial planning: 1. Try the new RISK NUMBER SCORECARD Everyone has a risk number. Let’s find yours. This tool can help you find YOUR personal risk number to have a peaceful investment journey ➡ https://bit.ly/3KJmpwv 2. Read the Financial Freedom Blueprint: 7 Steps to Accelerate Your Path to Prosperity If you’re ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. ➡https://www.pathtorealwealth.com/ You can also get a personalize signed hard cover copy ➡ https://www.pathtorealwealth.com/the-book/p/financial-freedom-blueprint 3. Work with me one-on-one If you would like to talk about planning and investing for your future. ➡https://calendly.com/wealthnet-make-an-appointment/introzoom

Confused about the status of the market right now? You’re not alone. In this week’s episode of The Market Call Show, I’ll show you what the signals are indicating now and what historical factors are showing us. I’ll also share specific companies that have come into play in this tug of war market. Stock Market Tug of War| Ep 60 In this episode you'll hear: • What economists vs the markets are saying about growth • Is the market becoming bullish? • Intermarket dynamics and what they indicate • What’s happening with cryptocurrencies? • How the market is responding to China Podcast Mentions: FREE Download chapter one of the Financial Freedom Blueprint to learn how to stay ahead of the herd. Visit http://www.pathtorealwealth.com Follow me on Twitter: @louisllanes When you are ready, here are some ways we can help YOU with your investing and financial planning: 1. Try the new RISK NUMBER SCORECARD Everyone has a risk number. Let’s find yours. This tool can help you find YOUR personal risk number to have a peaceful investment journey ➡ https://bit.ly/3KJmpwv 2. Read the Financial Freedom Blueprint: 7 Steps to Accelerate Your Path to Prosperity If you’re ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. ➡https://www.pathtorealwealth.com/ You can also get a personalize signed hard cover copy ➡ https://www.pathtorealwealth.com/the-book/p/financial-freedom-blueprint 3. Work with me one-on-one If you would like to talk about planning and investing for your future. ➡https://calendly.com/wealthnet-make-an-appointment/introzoom

Podcast Mentions: 10-Point Checklist for a Worry-Free Retirement, http://www.retireready.live Connecting Dots Counseling, Gitit Kaufman https://www.connectingdotscounseling.com/ The Psychology of Money |Gitit Kaufman| Ep 59 Where did you learn how to think about money and how does that foundation affect your decision making? In this week’s episode of The Market Call Show, I am pleased to welcome Gitit Kaufman, Licensed Professional Counselor with Connecting Dots Counseling. We discuss our personal relationship with money and how it can affect so many aspects of our lives. In this episode you'll hear: • What formed your personal relationship with money? • Baggage, guilt and the reflection of money on ourselves • Real Wealth vs Perceived Wealth • The importance of financial psychology when making big decisions When you are ready, here are some ways we can help YOU with your investing and financial planning: 1. Try the new RISK NUMBER SCORECARD Everyone has a risk number. Let’s find yours. This tool can help you find YOUR personal risk number to have a peaceful investment journey ➡ https://bit.ly/3KJmpwv 2. Read the Financial Freedom Blueprint: 7 Steps to Accelerate Your Path to Prosperity If you’re ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. ➡https://www.pathtorealwealth.com/ You can also get a personalize signed hard cover copy ➡ https://www.pathtorealwealth.com/the-book/p/financial-freedom-blueprint 3. Work with me one-on-one If you would like to talk about planning and investing for your future. ➡https://calendly.com/wealthnet-make-an-appointment/introzoom

Email Us! Is there a financial question or market problem you would like to hear Louis work through on The Market Call Show? Email us at hello@louisllanes.com and you may see it answered on a future episode! Market Call Show Happy Thanksgiving, and thank you for your support of The Market Call Show. We will be back with another new episode next Thursday December 1st! When you are ready, here are some ways we can help YOU with your investing and financial planning: 1. Try the new RISK NUMBER SCORECARD Everyone has a risk number. Let’s find yours. This tool can help you find YOUR personal risk number to have a peaceful investment journey ➡ https://bit.ly/3KJmpwv 2. Read the Financial Freedom Blueprint: 7 Steps to Accelerate Your Path to Prosperity If you’re ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. ➡https://www.pathtorealwealth.com/ You can also get a personalize signed hard cover copy ➡ https://www.pathtorealwealth.com/the-book/p/financial-freedom-blueprint 3. Work with me one-on-one If you would like to talk about planning and investing for your future. ➡https://calendly.com/wealthnet-make-an-appointment/introzoom

Podcast Mentions: www.pathtorealwealth.com FREE Download chapter one of the Financial Freedom Blueprint to learn how to stay ahead of the herd. Visit http://www.pathtorealwealth.com Amazon Layoffs and Intelligent Solutions| Ep 58 What am I seeing on my desk this week? I’m noticing a few trends and will discuss how our clients are approaching the economic situation right now, if Amazon layoffs might be an indicator of bigger things happening in the economy, and how Intelligent Capital Advantage can be the guiding light to figuring out the way to find upcoming opportunities in the market. In this week’s Market Call Show episode you'll hear: • Are you in wait and see mode? • Amazon layoffs and what it means for the economy • Is the Fed finally slowing with rate hikes? • How the recession can lead to great opportunity • Intelligent Capital Advantage and it’s 3 guiding principles When you are ready, here are some ways we can help YOU with your investing and financial planning: 1. Try the new RISK NUMBER SCORECARD Everyone has a risk number. Let’s find yours. This tool can help you find YOUR personal risk number to have a peaceful investment journey ➡ https://bit.ly/3KJmpwv 2. Read the Financial Freedom Blueprint: 7 Steps to Accelerate Your Path to Prosperity If you’re ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. ➡https://www.pathtorealwealth.com/ You can also get a personalize signed hard cover copy ➡ https://www.pathtorealwealth.com/the-book/p/financial-freedom-blueprint 3. Work with me one-on-one If you would like to talk about planning and investing for your future. ➡https://calendly.com/wealthnet-make-an-appointment/introzoom

Podcast Mentions: Stockcharts TV episode: https://www.youtube.com/watch?v=OJ7TEgqFBHc Wealthnet Investments, www.wealthnetinvest.com, accepting new clients, check website for details FREE Download chapter one of the Financial Freedom Blueprint to learn how to stay ahead of the herd. Visit http://www.pathtorealwealth.com Midterms 2022: Is the Bear Market Over? | Ep 57 Is the bear market over now that the midterm elections are behind us? Listen to what I believe matters the most and exactly which important developments could move the markets in the coming months. Spoiler alert…we may not be out of the woods yet. In this episode I discuss: • Why a split congress could be helpful in the short-run, but could be harmful longer term • How the interest rate environment has changed and why you must invest differently in a new interest rate regime – the rules may have reversed • Why oil companies do not appear to be gouging consumers and how price controls and windfall profit taxes could hurt the economy if politicians are aggressive enough to enact them. • Investments that are bucking the trend now, and more. When you are ready, here are some ways we can help YOU with your investing and financial planning: 1. Try the new RISK NUMBER SCORECARD Everyone has a risk number. Let’s find yours. This tool can help you find YOUR personal risk number to have a peaceful investment journey ➡ https://bit.ly/3KJmpwv 2. Read the Financial Freedom Blueprint: 7 Steps to Accelerate Your Path to Prosperity If you’re ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. ➡https://www.pathtorealwealth.com/ You can also get a personalize signed hard cover copy ➡ https://www.pathtorealwealth.com/the-book/p/financial-freedom-blueprint 3. Work with me one-on-one If you would like to talk about planning and investing for your future. ➡https://calendly.com/wealthnet-make-an-appointment/introzoom

Podcast Mentions: FREE Download chapter one of the Financial Freedom Blueprint to learn how to stay ahead of the herd. Visit http://www.pathtorealwealth.com Craft a Clear Integrated Strategy | Eliminate Danger & Find Success | Ep 56 Financial plans and investment strategies are NOT one size fits all, nor should they be! In this week’s episode of The Market Call Show, I dive into what Integrated Management of your investments means, and why it’s so important to have this approach to maximize your financial and retirement goals. In this episode you'll hear: • The difference between "cookie cutter" investment strategies and Integrated Management solutions • Organizing and Simplifying Your Accounts for better results and tax diversification • Eliminating dangers and risks to your portfolio • Capturing investment opportunities • Free up your time, have less worry, and better outcomes with integrated portfolios When you are ready, here are some ways we can help YOU with your investing and financial planning: 1. Try the new RISK NUMBER SCORECARD Everyone has a risk number. Let’s find yours. This tool can help you find YOUR personal risk number to have a peaceful investment journey ➡ https://bit.ly/3KJmpwv 2. Read the Financial Freedom Blueprint: 7 Steps to Accelerate Your Path to Prosperity If you’re ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. ➡https://www.pathtorealwealth.com/ You can also get a personalize signed hard cover copy ➡ https://www.pathtorealwealth.com/the-book/p/financial-freedom-blueprint 3. Work with me one-on-one If you would like to talk about planning and investing for your future. ➡https://calendly.com/wealthnet-make-an-appointment/introzoom

Email Us! Is there a financial question or market problem you would like to hear Louis work through on The Market Call Show? Email us at hello@louisllanes.com and you may see it answered on a future episode! Podcast Mentions: Louise Yamada Advisors: https://lyadvisors.com/ FREE Download chapter one of the Financial Freedom Blueprint to learn how to stay ahead of the herd. Visit http://www.pathtorealwealth.com Louise Yamada Sees an Uptrend in Interest Rates| Louise Yamada, CMT| Episode 55 This week’s episode of The Market Call Show, I have the honor of interviewing Wall Street legend Louise Yamada, CMT. Louise is the managing director of Louise Yamada Technical Research Advisors. In her career as a top market technician, she’s made a lot of important market calls and continues to see critical trends in today’s market, which we’ll dive into. She has reminded me of some basic trend following aspects, seen in the charts, that we can all benefit from by taking a longer look. In this episode, you’ll hear • Louise’s surprising background and how she got into technical analysis • The short-term potential for positive divergence rally • How technical analysis can help cross check decision making • Will it be a long bear market? • The many uses of technical analysis When you are ready, here are some ways we can help YOU with your investing and financial planning: 1. Try the new RISK NUMBER SCORECARD Everyone has a risk number. Let’s find yours. This tool can help you find YOUR personal risk number to have a peaceful investment journey ➡ https://bit.ly/3KJmpwv 2. Read the Financial Freedom Blueprint: 7 Steps to Accelerate Your Path to Prosperity If you’re ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. ➡https://www.pathtorealwealth.com/ You can also get a personalize signed hard cover copy ➡ https://www.pathtorealwealth.com/the-book/p/financial-freedom-blueprint 3. Work with me one-on-one If you would like to talk about planning and investing for your future. ➡https://calendly.com/wealthnet-make-an-appointment/introzoom

Email Us! Is there a financial question or market problem you would like to hear Louis work through on The Market Call Show? Email us at hello@louisllanes.com and you may see it answered on a future episode! Podcast Mentions: Find Dave Keller’s work: StockCharts.com, https://www.youtube.com/watch?v=OJ7TEgqFBHc MarketMisbehavor, https://www.marketmisbehavior.com/ FREE Download chapter one of the Financial Freedom Blueprint to learn how to stay ahead of the herd. Visit http://www.pathtorealwealth.com Confirmation Bias | David Keller, CMT | Episode 54 (Originally aired in October 2021) Louis is joined this week by his guest Dave Keller, CMT in this remix podcast, to share his views on market analysis and strategy. Dave is the Chief Market Strategist and host of The Final Bar on StockCharts.com, where Louis has been his guest many times. Like Louis, Dave has a strong interest in music. Dave started his journey on this path with an education in orchestra conducting and found that market analysis grabbed his long term interest and viability. More insights include: • What exactly technical analysis is and why it's needed to be a successful investor • Big behavioral biases where both professional and individual investors really struggle • Top errors that analysts and professionals tend to make • How fundamental analysts can incorporate technical analysis to help remove bias When you are ready, here are some ways we can help YOU with your investing and financial planning: 1. Try the new RISK NUMBER SCORECARD Everyone has a risk number. Let’s find yours. This tool can help you find YOUR personal risk number to have a peaceful investment journey ➡ https://bit.ly/3KJmpwv 2. Read the Financial Freedom Blueprint: 7 Steps to Accelerate Your Path to Prosperity If you’re ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. ➡https://www.pathtorealwealth.com/ You can also get a personalize signed hard cover copy ➡ https://www.pathtorealwealth.com/the-book/p/financial-freedom-blueprint 3. Work with me one-on-one If you would like to talk about planning and investing for your future. ➡https://calendly.com/wealthnet-make-an-appointment/introzoom

Podcast Mentions: Craig Johnson’s email: craig.johnson@psc.com FREE Download chapter one of the Financial Freedom Blueprint to learn how to stay ahead of the herd. Visit http://www.pathtorealwealth.com FREE Portfolio Review, visit http://www.wealthnetinvest.com and click schedule a call Craig Johnson and His Current Market Outlook | Episode 53 A fellow CFA & CMT, Craig Johnson, joins me this week on The Market Call Show, to talk about current market conditions, His insights on trends and what to look for in the coming months in our economy is a game changer. Johnson is a Managing Director and Senior Technical Research Analyst currently directing Piper Sandler’s technical research group. In This Episode You’ll Hear: • Have interest rates gone too high too fast? • Long term trends starting in the energy and oil markets • How the US dollar is affecting global markets • What could lead us out of this declining market? • Retail outlook heading into the holiday season Email Us! Is there a financial question or market problem you would like to hear Louis work through on The Market Call Show? Email us at hello@louisllanes.com and you may see it answered on a future episode! When you are ready, here are some ways we can help YOU with your investing and financial planning: 1. Try the new RISK NUMBER SCORECARD Everyone has a risk number. Let’s find yours. This tool can help you find YOUR personal risk number to have a peaceful investment journey ➡ https://bit.ly/3KJmpwv 2. Read the Financial Freedom Blueprint: 7 Steps to Accelerate Your Path to Prosperity If you’re ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. ➡https://www.pathtorealwealth.com/ You can also get a personalize signed hard cover copy ➡ https://www.pathtorealwealth.com/the-book/p/financial-freedom-blueprint 3. Work with me one-on-one If you would like to talk about planning and investing for your future. ➡https://calendly.com/wealthnet-make-an-appointment/introzoom

Podcast Mentions: FREE Download chapter one of the Financial Freedom Blueprint to learn how to stay ahead of the herd. Visit http://www.pathtorealwealth.com CMT Association information: https://cmtassociation.org/chartered-market-technician/ Fill the Gap Podcast: https://feeds.buzzsprout.com/1551823.rss Podcast Notes: Fundamental Vs. Technical Analysis | with Tyler Wood | Ep 52 This week on The Market Call Show, I’m joined by Tyler Wood, the Managing Director of Chartered Market Technicians Association. The CMT Association supports the goal of elevating investors’ mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. Tyler brings a terrific sense of humor to the reality of the markets and shares his own thoughts about how he’s seen the industry change and evolve in his 11 years serving the CMT Association. His own CMT designation has allowed him to be much more than a student of the markets. He brings a real knowledge base and amusing assessment of the pros/cons of fundamental vs. technical analysis. In This Episode, You’ll Hear: • The CMT Association and it’s changes & impact on the industry • A Technicians thought process • Opportunities in this bear market • What is the difference between quant shops and market makers? • How do you know when you’ve got a volatility squeeze? • Can you test the signal strength of an investment strategy or a factor? Email Us! Is there a financial question or market problem you would like to hear Louis work through on The Market Call Show? Email us at hello@louisllanes.com and you may see it answered on a future episode! When you are ready, here are some ways we can help YOU with your investing and financial planning: 1. Try the new RISK NUMBER SCORECARD Everyone has a risk number. Let’s find yours. This tool can help you find YOUR personal risk number to have a peaceful investment journey ➡ https://bit.ly/3KJmpwv 2. Read the Financial Freedom Blueprint: 7 Steps to Accelerate Your Path to Prosperity If you’re ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. ➡https://www.pathtorealwealth.com/ You can also get a personalize signed hard cover copy ➡ https://www.pathtorealwealth.com/the-book/p/financial-freedom-blueprint 3. Work with me one-on-one If you would like to talk about planning and investing for your future. ➡https://calendly.com/wealthnet-make-an-appointment/introzoom

Pioneering Market Analytics with Ralph Acampora | Ep 51 | Legend Series Podcast Mentions: 50 years on Wall Street https://www.youtube.com/watch?v=1ECMh-dl77w FREE Download chapter one of the Financial Freedom Blueprint to learn how to stay ahead of the herd. Visit http://www.pathtorealwealth.com FREE Download 10-Point Checklist for A Worry-Free Retirement. Visit http://www.retireready.live FREE Portfolio Review, visit http://www.wealthnetinvest.com and click schedule a call We’re celebrating our one-year anniversary of The Market Call Show by welcoming the Godfather of Technical Analysis, Ralph Acampora to the podcast. Ralph shares his technical analyst wisdom that he pioneered on Wall Street for over 50 years, with great stories on his “lucky” start, the famous technicians that he taught at the New York Institute of Finance, and his long successful career with many significant firms of Wall Street. He also famously helped begin the Chartered Market Technicians Association and continues to champion the institution that has grown worldwide. In This Episode You’ll Hear: • Ralph’s history of teaching Wall Street greats • What he thinks of Technical Analysis, Fundamental Analysis, and Fusion Analysis • Ralph’s lucky start on Wall Street • Why the CMT was created and it’s purpose • Ralph’s take on Wall Street History • How the current markets are following the trends of the 70’s Email Us! Is there a financial question or market problem you would like to hear Louis work through on The Market Call Show? Email us at hello@louisllanes.com and you may see it answered on a future episode! When you are ready, here are some ways we can help YOU with your investing and financial planning: 1. Try the new RISK NUMBER SCORECARD Everyone has a risk number. Let’s find yours. This tool can help you find YOUR personal risk number to have a peaceful investment journey ➡ https://bit.ly/3KJmpwv 2. Read the Financial Freedom Blueprint: 7 Steps to Accelerate Your Path to Prosperity If you’re ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. ➡https://www.pathtorealwealth.com/ You can also get a personalize signed hard cover copy ➡ https://www.pathtorealwealth.com/the-book/p/financial-freedom-blueprint 3. Work with me one-on-one If you would like to talk about planning and investing for your future. ➡https://calendly.com/wealthnet-make-an-appointment/introzoom