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This Week on our Advisory Shows

This Week on our Advisory Shows
Registered Investment Advisors Podcast with Seth Greene airs episode 235 on December 17th with Dr. Jon Randall. Dr. Jon Randall has been coaching and consulting the fastest growing financial advisors in the industry since 2004. Listen to this informative RIA episode about unlocking the path to scaling your financial practice.
The Sharkpreneur Podcast with Seth Greene airs episode 1225 on December 15th with Kellan Fluckiger. Coming through decades of depression, addictions, life-threatening illness, and a near-death experience, Kellan Fluckiger has become the ultimate catalyst to help motivated people melt barriers, move mountains, and mobilize superpowers to achieve their true desires. Listen to this informative Sharkpreneur episode about going from rock bottom to an ultimate life.
The Sharkpreneur Podcast with Seth Greene airs episode 1226 on December 17th with Terri Ross. Terri Ross, founder of Terri Ross Consulting, is a globally recognized expert in practice management and high-performance sales coaching, with a specialization in medical aesthetics. Listen to this informative Sharkpreneur episode about about unlocking revenue in aesthetic practices.
The Sharkpreneur Podcast with Seth Greene airs episode 1227 on December 19th with Catrina Craft. “The tax code isn’t fair but that’s your opportunity as a business owner.” This is the perspective Catrina Craft brings as the CPA and tax strategist behind some of the most profitable coaches, consultants, and creators in the industry. Listen to this informative Sharkpreneur episode about the C.R.A.F.T. Money Map.
Sterling Insights with Roger & Katherine Silk airs episode 44 on 12/17 with Laura Rehbein. In this episode, financial expert Laura Rehbein from Impavid Wealth Advisors emphasizes the critical importance of proper financial planning and coordination with estate planning attorneys to ensure secure and well-managed finances, especially in cases of incapacitation. Through her book "Fearless Finance," Laura advocates for understanding the emotional and practical aspects of financial planning to foster financial confidence and security for individuals and their loved ones.
Sterling Insights with Roger & Katherine Silk airs a bonus episode on 12/18 with Kevin Timson. In this episode, guest host Peter Florio sits with guest Kevin Timson, an expert in business consulting. Together, they explore the challenges faced by business owners, emphasizing the importance of trust, long-term planning, and a client-centric problem-solving approach for achieving success and personal fulfillment.
See you next time!
Wall Street Isn’t Warning You, But This Chart Might
Vanguard just projected public markets may return only 5% annually over the next decade. In a 2024 report, Goldman Sachs forecasted the S&P 500 may return just 3% annually for the same time frame—stats that put current valuations in the 7th percentile of history.
Translation? The gains we’ve seen over the past few years might not continue for quite a while.
Meanwhile, another asset class—almost entirely uncorrelated to the S&P 500 historically—has overall outpaced it for decades (1995-2024), according to Masterworks data.
Masterworks lets everyday investors invest in shares of multimillion-dollar artworks by legends like Banksy, Basquiat, and Picasso.
And they’re not just buying. They’re exiting—with net annualized returns like 17.6%, 17.8%, and 21.5% among their 23 sales.*
Wall Street won’t talk about this. But the wealthy already are. Shares in new offerings can sell quickly but…
*Past performance is not indicative of future returns. Important Reg A disclosures: masterworks.com/cd.
