The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast.

Brent has spent the last 15+ years in the financial services industry working for large and small institutions before founding Northbound Wealth Managment LLC. Please join Brent as he shares his experience and knowledge about personal finance and investing. Subscribe today!

Please subscribe by clicking on the RSS Feed by clicking here or Apple, Spotify, or anywhere you listen to podcasts: https://northboundwealth.captivate.fm/

If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

This week's format:

1. Market update up to 12/12/22
2. Sam Bankman-Fried charges announced by SEC
3. Portfolio Risk Perspectives
4. Asset Allocation
5. Rebalancing your portfolio
6. Insuring your business with a buy/sell agreement

Dislcosure: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and should not be relied upon for any investment, tax, or legal advice OR as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.