For What It’s Worth Podcast

Featuring insights from leading professionals, these episodes bring you the latest in wealth management, market commentary and engaging research. Also available on iTunes and Spotify.


How Close Is the Next Recession? How Can You Prepare?

April 15, 2019

There’s a 30% chance we’ll see a downturn in the next year, says Chief Economist Scott Brown. Learn more about what that means and why it might be a good time to check in on your financial plan.


The Sustainable Charge: It Goes Far Beyond EVs [AUDIO]

March 7, 2019

Regulations and social conscience both play a role, but it’s economics that are truly driving sustainable change, says Energy Analyst Pavel Molchanov.


What’s Next for Healthcare and Drug Pricing? [AUDIO]

February 14, 2019

“It’s an incredibly complicated industry,” acknowledges Healthcare Policy Analyst Chris Meekins. For many people, it can be “really difficult […] to understand what’s going on.”

Investment Strategy

What You Need to Know About the 2019 Markets [AUDIO]

January 22, 2019

Expectations for the economy, volatility, stocks and more – Chief Investment Officer Larry Adam addresses it all in this 15-minute episode.


Is Social Security Going Broke? [AUDIO]

December 27, 2018

What is the Social Security trust fund, and what happens when it depletes? Financial planning consultant Bonnie Harper weighs in.

Investment Strategy

Are You Sabotaging Your Portfolio’s Success? [AUDIO]

November 27, 2018

Don’t make investing more complicated than it needs to be.


What Can We Expect from the Midterm Elections? [AUDIO]

October 30, 2018

Washington Policy Analyst Ed Mills discusses the upcoming election, the possibility of additional tax cuts and recent international policy moves.


How You Think About Money (and Everything Else) Matters

March 26, 2019

Taking care of yourself financially is crucial – but so is attending to your internal balance. Practice Management Consultant Lori Raiti explains how mindfulness can help.


Which Current D.C. Headlines Matter to Markets? [AUDIO]

February 21, 2019

Short term, it’s trade news, says Washington Policy Analyst Ed Mills. Looking further ahead, it’s the debt ceiling that investors will be watching.


Out of the Shutdown, but Not out of the Woods? [AUDIO]

January 31, 2019

Hear what investors can expect during this “period of known unknowns” – Washington Policy Analyst Ed Mills offers perspective.


Let’s Talk Privacy, Tech Toys and Tax Fraud [AUDIO]

January 9, 2019

Want to keep your personal information and identity secure? Andy Zolper, Chief Information Security Officer, offers actionable tips.


Don’t Fall Prey to These Common Planning Errors [AUDIO]

December 11, 2018

“Health and wealth are so intertwined,” shares Frank McAleer, head of Wealth Planning – so be sure both are accounted for in your financial plan.


’Tis the Season to Start a Charitable Tradition [AUDIO]

November 15, 2018

Inspired to give back? Learn about charitable trends and how your family can make a difference. Featuring Raymond James Trust President Joe Weaver.