Wealth

40 Episodes
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By: Yahoo Finance

Welcome to Wealth, Yahoo Finance's personal finance-focused hour, that will help you grow your money and build your finances holistically and comprehensively. Hosted daily by Brad Smith, and featuring a growing community of experts, advisers and personal finance ‘experts’ - Wealth will guide your financial footprint. From explainers to jargon busters, we're with you every step of the way.

Portfolio risks, housing outlooks, summer home-swapping trends
Last Tuesday at 7:24 PM

Today on Wealth, host Allie Canal is joined by Northwestern Mutual Wealth Management Chief Portfolio Manager Matt Stucky to discuss positioning your portfolio amid volatility.

Walton Global EVP of Capital Markets Katie Hubbard stops by the show to discuss the housing market and why homebuilder sentiment is at its lowest level since December 2022. Canal is also joined by Kindred Co-Founder Justine Palefsky to discuss home-swapping - the latest vacation trend.

Yahoo Finance’s Wealth helps you manage your financial life from retirement planning to preparing your taxes.

 Find this and other episodes of Wea...


Oil prices, social security, early retirement
Last Monday at 7:59 PM

Today on Wealth, host Allie Canal is joined by Yahoo Finance Senior Markets Reporter Ines Ferre to discuss the recent spike in oil prices.

Mitlin Financial Founder Lawrence Sprung stops by the show to discuss social security and why some people are choosing to claim benefits early. Canal is also joined by Break Your Budget Founder Michela Alocca to discuss tips for retiring early.

Yahoo Finance’s Wealth helps you manage your financial life from retirement planning to preparing your taxes.

 Find this and other episodes of Wealth at https://finance.yahoo.com/vid...


Finding resilient elements in the market, crypto, student loan pay-off tips
06/13/2025

Today on Wealth, host Allie Canal is joined by Advisors Captial Management Partner & Portfolio Manager Joanne Feeney to discuss markets and positioning your portfolio amid market volatility.

Digital Assets Council of Financial Professionals Founder Ric Edelman stops by the show to talk about the current state of crypto. Canal is also joined by Ramsey Solutions Personal Finance Expert Jade Warshaw to discuss tips for paying off student loan debt.

Yahoo Finance’s Wealth helps you manage your financial life from retirement planning to preparing your taxes.

 Find this and other episodes of Wealth at...


Chime CFO on IPO, 5 stocks to buy, student loan refinancing
06/12/2025

Today on Wealth, host Allie Canal is joined by Kovitz Principal Portfolio Manager John Buckingham to break down five stocks to consider buying right now.

Chime (CHYM) CFO Matt Newcomb joins to discuss the company’s IPO. Smith is also joined by Bankrate Consumer Lending Analyst and Certified Student Loan Counselor Andrew Pentis to talk about refinancing your student loans.

Yahoo Finance’s Wealth helps you manage your financial life from retirement planning to preparing your taxes.

 Find this and other episodes of Wealth at https://finance.yahoo.com/videos/series/wealth/.

Tho...


Overlooked trades, shelter & food prices, student loan policy changes
06/11/2025

Today on Wealth, host Brad Smith is joined by Alger Executive Vice President and Portfolio Manager Amy Zhang to talk about one of the most overlooked trades on Wall Street and how investors can play it.

Stew Leonard’s CEO & President Stew Leonard Jr. stops by the show to talk aabout the food price CPI. Smith is also joined by Author Student Loan Expert Mark Kantrowitz to break down all of the Trump Administration’s latest changes to their student loan policy.

Yahoo Finance’s Wealth helps you manage your financial life from retirement planning to pre...


Fixed income opportunities, 401(K), student loan repayment plans
06/10/2025

Today on Wealth, host Brad Smith is joined by Allspring Global Investments Senior Portfolio Manager & Co-head of Core Fixed Income Maulik Bhansali.

Bow River Captial Managing Director of Evergreen Strategies Jeremy Held stops by the show to talk about alternative assets in your 401(k). Smith is also joined by Miller Student Loan Consulting President & Student Loan Consultant Jan Miller to break down different  types of repayment options.

Yahoo Finance’s Wealth helps you manage your financial life from retirement planning to preparing your taxes.

 Find this and other episodes of Wealth at https://fina...


Retirement savings, travel, hurricane season insurance prep
06/09/2025

Today on Wealth, host Brad Smith is joined by Certified Financial Planner Mary Clements Evans to discuss how emotions can impact your retirement savings strategy.

Priceline CEO Brett Keller stops by the show to talk international travel trends and tips for booking this summer. Smith is also joined by American Property Casuality Insurance Association Vice President Bob Passmore to talk about preparing your home for an ‘above normal’ hurricane season.

Yahoo Finance’s Wealth helps you manage your financial life from retirement planning to preparing your taxes.

 Find this and other episodes of Wealth...


May jobs data, Omada Health, Rent the Runway
06/06/2025

Today on Wealth, host Brad Smith is joined by LinkedIn Career Expert Andrew McCaskill to break down the latest from the May jobs report.
Reporter Anjalee Khemlani interviews Omada Health (OMDA) CEO Sean Duffy following their IPO.
Smith is also joined by Rent the Runway Co-Founder & CEO Jennifer Hyman to talk about how the company’s subscriber base is returning to growth.

Yahoo Finance’s Wealth helps you manage your financial life from retirement planning to preparing your taxes.

 Find this and other episodes of Wealth at https://finance.yahoo.com/videos/series/wealt...


Market opportunities, small business & tariff uncertainty, cost of childcare
06/05/2025

Today on Wealth, host Brad Smith is joined by Powers Advisory Group Managing Partner Matt Powers to discuss opportunities in the market and looking for entryy points into beaten up companies.

Citizens President & Head of Business Banking Mark Valentino stop by the show to discuss tariff uncertainty and how it is impacting small business owners. Smith is also joined by Care.com CEO Brad Wilson to talk about how cost and reliable care is contributing to Gen-Z and millennials wanting to have kids.

Yahoo Finance’s Wealth helps you manage your financial life from retirement pl...


Summer investing, no-tax-on-tips risks, Nvidia CEO net worth
06/04/2025

Today on Wealth, host Brad Smith is joined by Prime Capital Financial Deputy Chief Investment Officer Will McGough to talk about market volatility and how it will impact investors this summer.

The Debt Free Guys and hosts of Yahoo Finance’s video podcast Living Not So Fabulously John Auten-Schneider and David Auten-Schneider stop by the show to discuss no-tax-on-tips and risks that could arise from them. Smith also breaks down Nvidia (NVDA) CEO Jensen Huang’s net worth.

Yahoo Finance’s Wealth helps you manage your financial life from retirement planning to preparing your taxes.

...


Investment positioning, Trump & social security benefits, savings mistakes
06/03/2025

Today on Wealth, host Brad Smith is joined by Invesco Head of Asset Allocation & Senior Portfolio Manager Alessio de Longis to discuss the best ways to position your investments.

Yahoo Finance’s Kerry Hannon stops by to talk about the Trump administration’s decision to pause their plan to reduce social security benefits over unpaid student loans. Smith is also joined by budgetdog Founder Brennan Schlagbaum to discuss savings mistakes that are stopping you from building wealth.

Yahoo Finance’s Wealth helps you manage your financial life from retirement planning to preparing your taxes.

 Fin...


Stock opportunities, financing your retirement, student loan garnishments
06/02/2025

Today on Wealth, host Brad Smith is joined by Amplify ETF CEO Christian Magoon to discuss unique inestment opportunities that both blend long-term growth while protecting your portfolio.

Basic Capital Co-Founder & CEO Abdul Al-Asaad stops by to discuss financing for retirement. Smith is also joined by Yahoo Finance’s Kerry Hannon to discuss student loan garnishments.

Yahoo Finance’s Wealth helps you manage your financial life from retirement planning to preparing your taxes.

 Find this and other episodes of Wealth at https://finance.yahoo.com/videos/series/wealth/.

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Summer trading, car prices, common 529 mistakes
05/30/2025

Today on Wealth, host Brad Smith is joined by Winthrop Capital Chief Invesment Officer Adam Coons on the final trading day of the month to discuss trading this summer amid market uncertainty.

Cox Automotive Senior Staff Editor, Autotrader, and Kelley Blue Book/Cox Automotive Brian Moddy stops by the show to talk about tariff impact on the auto industry and how car prices are being affected. Smith is also joined by Merill Wealth Management head of Educations Savings Programs Rich Polimeni to break down some common mistakes made with 529 savings plans.

Yahoo Finance’s Wealth he...


Nvidia earnings, 529 plan tips, CDs vs. Treasuries
05/29/2025

Today on Wealth, host Brad Smith is joined by Spear Invest Founder & CIO Ivana Delevska to talk about Nvidia’s (NVDA) latest earnings report.

J.P. Morgan Asset Management Head of Education Savings Tricia Scarlata stops by the show to talk about 529 plans, and how much money to invest to cover half o your child’s college tuition. Smith is also joined by Schwab Center for Financial Fixed Income Strategist Cooper Howard to break down CDs and Treasuries and the five factors to consider while investing.

Yahoo Finance’s Wealth helps you manage your financial life f...


Investing in tech, Nvidia pros & cons, 529 tips
05/28/2025

Today on Wealth, host Brad Smith is joined by Lido Advisors Private Wealth Management Chief Market Strategist Walker Williams to discuss how to defensively position your portfolio in the tech sector.

tastylive Founder & CEO Tom Sosnoff stops by the show to look at Nvidia (NVDA) and break down tactics for trading the AI titan.

Plus, Smith is joined by Edward Jones Financial Advisor Andy Esser who shares 4 tips for 529 college savings.

Yahoo Finance’s Wealth helps you manage your financial life from retirement planning to preparing your taxes.

 Find this and oth...


3 stock picks, Nvidia’s journey to $3T, 529 college savings plan
05/27/2025

Today on Wealth, host Brad Smith is joined by Silvant Capital Management CIO, Managing Director & Senior Portfolio Manager Michael Sansoterra to discuss three major stocks to play right now.

Yahoo Finance’s Markets and Data Editor Jared Blikre breaks down Nvidia’s journey to becoming a $3T AI titan.

Plus, Smith is joined by LPL Financial SVP and Head of High-Net-Worth Planning Services Jennifer Hollers to discuss 529 basics and how to pick, save, and manage college savings.

Yahoo Finance’s Wealth helps you manage your financial life from retirement planning to preparing your taxes...


Stocks to watch, taxes & unemployment, gas prices
05/21/2025

Today on Wealth, host Brad Smith is joined by Zacks Investment Management Client Portfolio Manager Brian Mulberry to discuss well positioned stocks heading into the summer.

Jackson Hewitt Tax Service Chief Tax Information Officer Mark Steber drops by the show to talk about taxes and what to do when you’re unemployed.

Smith is also joined by reporter Ines Ferre to discuss gas prices ahead of Memorial Day Weekend.

Yahoo Finance’s Wealth helps you manage your financial life from retirement planning to preparing your taxes.

 Find this and other episodes of We...


Three D’s of investing, gold prices, retirement savings
05/20/2025

Today on Wealth, host Allie Canal is joined by Allspring Global Investments Senior Portfolio Manager & Head of Growth Equity Mike Smith to discuss the three D’s of investing: debt, demographics, and disruption.

RJO Futures Senior Market Strategist Robert Haberkorn drops by the show to talk about gold and how to start investing in it.

Canal is also joined by Morningstar Director of Personal Finance & Retirement Planning Christine Benz to talk about saving for retirement and what to do if you are laid off.

Yahoo Finance’s Wealth helps you manage your financial life...


Market risks, rebalancing your portfolio, new 401(k) options
05/19/2025

Market risks, rebalancing your portfolio, new 401(k) options

Today on Wealth, host Allie Canal is joined by F.L. Putnam Investment Management Co. Chief Market Strategist & Portfolio Manager Ellen Hazen to discuss the biggest risks in the market investors should be watching right now.

Head of Citi Global Wealth at Work Kristen Bitterly drops by the show to talk about financial planning amid policy uncertainty and how to take advantage of the market to rebalance your portfolio.

Canal is also joined by Retirement Daily Editor and Publisher Robert Powell to tlak about new 401...


Investing in AI, savings strategies, tax implications of gifting your home
05/16/2025

Today on Wealth, host Brad Smith is joined by CI Segall Bryant & Hamill Asset Management Senior Portfolio Manager Jason Benowitz to discuss the AI trade.

BNY Wealth Tax and Estate Planning Strategist Jerry Doyle drops by the show to discuss the tax implications of gifting a home.

Smith is also joined by Vanguard Head of Personal Investor Cash Brandon King to talk about how consumers should focus on saving amid economic uncertainty.

Yahoo Finance’s Wealth helps you manage your financial life from retirement planning to preparing your taxes.

 Find this and...


Defensive portfolio positioning, trust funds, getting the most out of your 401(k)
05/15/2025

Today on Wealth, host Brad Smith is joined by Crossmark Global Investments CEO & CIO Bob Doll to discuss how investors can defensively position their portfolio for whatever comes next.

Northern Trust Head of Family Office Solutions Pam Lucina drops by the show to discuss trust funds and whether or not people should open them.

Smith is also joined by Oakland Consulting Group Inc CEO Cedric Nash to break down how to get the most out of your 401(k) at every age.

Yahoo Finance’s Wealth helps you manage your financial life from retirement pl...


Non-stock investment strategies, Trump tax policies, travel trends
05/14/2025

Today on Wealth, host Brad Smith is joined by Agile Investment Management LLC Senior Portfolio Manager Noelle Corum to discuss alternate non-stock investment strategies that could help perform better in a slower growth environment.

KDA CEO & Founder Karla Dennis drops by the show to discuss President Trump’s latest tax proposals and how they impact you.

Smith is also joined by Allianz Partners USA General Manager, North America Emily Hartman to talk about travel trends and how affordability can factor into Americans’ summer plans.

Yahoo Finance’s Wealth helps you manage your financial life f...


CPI Breakdown, social security changes, emergency savings fund
05/13/2025

Today on Wealth, host Brad Smith is joined by Pete & Gerry’s CEO Tom Flocco and AutoGuide Editorial Director Greg Migliore breakdown the April CPI rates and how it will impact everyday purchases like eggs, auto, and childcare.

Yahoo Finance Senior Columnist Kerry Hannon drops by the show to discuss social security changes coming in 2025.

Smith is also joined by Investopedia Editor-In-Chief Caleb Silver to discuss emergency savings funds and how much money one really needs in times of crisis.

Yahoo Finance’s Wealth helps you manage your financial life from retirement planning to p...


Playing the market rally, generational wealth playbook, advanced savings strategies
05/12/2025

Today on Wealth, host Brad Smith is joined by Concurrent Wealth Management Founder @ Wealth Advisor Preston Cherry to discuss investing during a market rally.

‘The Happy Inheritor’ author Tom Deans stops by to discuss generational wealth, and conversations to be had around transferring wealth.

Smith is also joined by CardRates.com CFP® and personal finance expert Bobbi Rebell to discuss advanced savings strategies for when you’ve mastered the basics.

Yahoo Finance’s Wealth helps you manage your financial life from retirement planning to preparing your taxes.

 Find this and other episodes o...


Betting on the market, home-buying tips, savings strategies
05/09/2025

Today on Wealth, host Brad Smith is joined by Invesco Senior Portfolio Manager Justin Livengood to discuss why now is not the time to bet on particular market outcomes.

National Association of Realtors Deputy Chief Economist and Vice President of Research Jessica Launtz stops by to discuss the housing market and why staging your home can make a critical difference for would-be home buyers.

Smith is also joined by LendingTree Chief Consumer Finance Analyst Matt Schulz to talk about savings strategies.

Yahoo Finance’s Wealth helps you manage your financial life from retirement pl...


AI for your portfolio, Fed decision, travel disruptions
05/07/2025

Today on Wealth, host Brad Smith is joined by Scharf Investments Managing Director Eric Lynch to discuss how investors can find names with recurring revenue and high earnings.


Casey Bond drops by to discuss the Fed decision.


Smith is also joined by The Points Guy Managing Editor Becky Laine to talk about travel disruptions and what travelers need to know about disruptive airline delays.

Yahoo Finance’s Wealth helps you manage your financial life from retirement planning to preparing your taxes.


 Fin...


Big bargains amid market panic, Mattel, the pros and cons to online financial advice
05/06/2025

Today on Wealth, host Brad Smith is joined by Morgan Stanley Senior Equity Portfolio Manager who takes a look at market panic and why it is creating big bargains for long-term investors.

Morningstar Senior Equity Analyst Jamie Katz stops by to explain why toymaker Mattel is undervalued. 

Smith is also joined by WDS Investment Management Investment Analyst and The Plain Bagel YouTube Channel host Richard Coffin to talk about the green and red flags that come alongside seeking financial advice online.

Yahoo Finance’s Wealth helps you manage your financial life from retirement pla...


Gold prices rise, student loan debt, building savings amid economic uncertainty,
05/05/2025

Today on Wealth, host Brad Smith takes a look at three gold stocks for your portfolio with Gabelli Funds Associate Portfolio Manager of The Gabelli Gold Fund Chris Mancini.

Mitlin Financial Founder Lawrence Sprung joins the show to talk about building savings amid economic uncertainty. 

Reporter Jordan Weissman also stops by to talk about student loan debt.

Yahoo Finance’s Wealth helps you manage your financial life from retirement planning to preparing your taxes.

 Find this and other episodes of Wealth at https://finance.yahoo.com/videos/series/wealth/.


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Investor tips for May, utilizing credit card points, Nvida CEO's pay raise
05/02/2025

Today on Wealth, host Brad Smith breaks down five tips for investors during the month of May with Steward Partners Wealth Advisor Andrew Briggs.


Yahoo’s Ben Walker joins the show to discuss credit card points and how to utilize them for travel. 


Wealth also takes a look at Nvidia (NVDA) CEO Jensen Huang’s first pay raise in over a decade, and his new net worth.

Yahoo Finance’s Wealth helps you manage your financial life from retirement planning to preparing your taxes.


...


Savings strategies amid market volatility and policy uncertainty, tariff-proofing your finances
05/01/2025

Today on Wealth, host Brad Smith talks with Gradient Investments Senior Portfolio Manager Keith Gangle about what investors should be focusing on now that, “the worst has passed.” 


Synchrony General Manager Pierre Habis joins the show to discuss savings strategies.


Smith also chats with Molly Moorhead about tariff proofing your finances.

Yahoo Finance’s Wealth helps you manage your financial life from retirement planning to preparing your taxes.


  Find this and other episodes of Wealth at https://finance.yahoo.com/videos/series/w...


Investing in AI, municipal bonds, Meta’s newest app
04/30/2025

Today on Wealth, host Brad Smith talks with Bokeh Capital Partners Founder and CIO Kimberly Forrest about investing in AI.


Wealth Enhancement Group Deputy CIO Doug Huber joins the show to discuss municipal bondsd and why they may add value to your portfolio.


Smith also chats with Dan Howley about Meta’s (META) latest AI app ahead of earnings.


Yahoo Finance’s Wealth helps you manage your financial life from retirement planning to preparing your taxes.


Find this and othe...


Finding margins of safety in the market, tech investing, panic buying amid recession fears
04/29/2025

Today on Wealth, host Brad Smith talks with Penn Mutual Asset Managment Portfolio Manager George Cipolloni about how investors can find tangible margins of safety amid market volatility.


Catalyst Dynamic Alpha Fund Portfolio Manager joins the show to discuss tech and which areas are riskier vs. safer.


Smith also chats with Wells Fargo Head of Advice and Planning Michael Liersch about panic spending, saving, and investing amid recession fears.


Yahoo Finance’s Wealth helps you manage your financial life from retirement planning to preparing yo...


Future of portfolio allocation, tech investments, understanding bond ladders
04/28/2025

Today on Wealth, host Brad Smith talks with Ballast Rock Private Wealth Sector Wealth Advisor & Portfolio Manager Jim Carroll about portfolio allocation and why the 60/40 method is not working right now. 


Spear Invest Founder and CIO Ivana Delevska joins the show to discuss tech and how to fit it into your portfolio. 


To round out the show, Smith talks with Summit Place Financial Advisors Founder & President Liz Miller about bond ladders and how they can help preserve your wealth close to and in retirement.


Ya...


Markets on track for winning week, home buying tips, credit cards
04/25/2025

Today on Wealth, host Brad Smith talks with Schwab Branch Network head Jeannie Bidner about financial tips for aspiring investors. 


Coldwell Banker Rial Brokerage Realtor Kathy Casey joins the show to discuss the hhousing makret and spring homebuying season.


To continue the conversation about smart banking, Smith hits the ground running on all things credit cards. He talks with Reporter Kendall Little about credit card applications as well as The Points Guy Founder Brian Kelly about travel credit cards. 


Yahoo Finance’s Wealth helps you...


Portfolio management, budgeting for burnout, everything you need to know about debit cards
04/24/2025

Today on Wealth, host Brad Smith talks with Powers Advisory Group Managing Partner Matt Powers about portfolio managemnet amid market volatility. 


Going Founder and Chief Flight Expert Scott Keyes joins the show to discuss summer travel trends, as Workplace Culture Strategist Jennifer Moss stops by to discuss how to budget to prevent workplace burnout. 


To continue the conversation about smart banking, Smith talks with Modera Wealth Principal and Wealth Manager Mindy Neira about all things debit & credit cards.



Yahoo Finance’s Weal...


Food prices, New car market, Housing inflation
04/10/2025

March inflation numbers show a notable easing of inflation pressures, but certain areas, particularly food prices, remain stubbornly high.

Yahoo Finance Senior Reporter Brooke DiPalma joins Wealth to break down the ongoing impact of tariffs on both food and apparel prices, noting the rising costs of essentials like eggs, coffee, and beef.

CarMax (KMX) reported earnings, offering investors insight into the state of the auto market. Autolist editor in chief David Undercoffler joins Wealth Host Brad Smith to break down how the new and used car markets are reacting to tariffs.

The Consumer...


Investor tips, market uncertainty, Mortgage applications
04/09/2025

In today's volatile market (^GSPC, ^IXIC, ^DJI), investors are grappling with the challenge of determining which dips are worth buying. Northwestern Mutual Wealth Management chief portfolio manager of equities Matt Stucky joins Wealth to discuss navigating this uncertainty.

The financial landscape is changing, and for those nearing retirement, the uncertainty caused by market fluctuations and tariffs can be daunting.

Lazetta & Associates founder and CEO Lazetta Rainey Braxton joins Wealth host Brad Smith to share practical advice on securing retirement funds and adjusting lifestyle plans for financial stability in uncertain times.

According to the...


Warren Buffett, Tariff prep, 4 tips to thrive in volatility
04/08/2025

US investors collectively lost $10 trillion since President Trump's tariff announcement, and many billionaires have experienced significant wealth loss.

Wealth host Brad Smith highlights Warren Buffett's $11.5 billion gain this year, bringing his net worth to $153.5 billion. Other billionaires, like Elon Musk, Jeff Bezos, and Mark Zuckerberg, face major financial setbacks.

Small business owners are facing uncertainty as they await potential tariff changes and deadlines that may impact their operations.

NFIB executive director Holly Wade joins Wealth to discuss how small businesses are navigating this uncertainty, emphasizing the importance of open communication with vendors and...


Safe-haven assets, retirement savings, home price appreciation
04/07/2025

When the market is volatile, safe haven assets can provide security for

your portfolio. Wealth host Brad Smith breaks it all down, explaining

how government bonds, gold (GC=F), and stable currencies like the

Japanese yen can serve as reliable investments during periods of

economic volatility.

Trump's tariff policies have rocked the stock market, leaving many

people uncertain about the health of their retirement portfolios.

Betterment vice president of behavioral finance and investing Dan Egan

joins Wealth with Brad Smith to discuss what...


Senate Republicans' tax plan, tariffs may fuel inflation, Fed Chair Powell’s caution
04/04/2025

Senate Republicans issued their tax plan, which aims to extend the 2017

Tax Cuts and Jobs Act and introduce other tax changes. KKOS Lawyers

founding and senior partner Mark Kohler sits down with Julie Hyman on

Wealth to discuss what the plan means for Americans.

Federal Reserve Chair Jerome Powell says tariffs could lead to

inflation. Yahoo Finance Fed Senior Reporter Jennifer Schonberger joins

Wealth with Julie Hyman to break down the latest.

The Federal Reserve's recent outlook shows a wait-and-see approach as

they...