Kelly Advisor With Jim Freeman

Episode 7: Robinhood Financial: From Folklore to Finance. A Modern Day Story

Learn How A Trading App Is The Latest Financial Disruptor
Listen & Read More

Episode 6: The Federal Reserve (Part II): The American Central Bank is a Financial “Jaws” 

For over a decade now, The Fed has become a kind of financial Jaws, indiscriminately inhaling more and more financial assets. We’re going to need a bigger bank.
Listen & Read More

Episode 5: What Drives Your Investment Decisions: Emotion Or Reason?

Learn How Investor Behavior Drives Investor Performance
Listen & Read More

Episode 4: The Federal Reserve (Part I): The Who, What, and Why… It Should Matter to You

For over a century the little-known, but largely influential central bank has impacted every American’s life.
Listen & Read More

Episode 3: Looking Backward, Looking Forward: A Pandemic’s Impact on Market Volatility & Uncertainty

There is no playbook in dealing with a pandemic. And this pandemic will certainly go down as one of the more extreme disruption events in our market history. But there will always be market disruption events. The real question is, what to do with volatility and uncertainty?
Listen & Read More

Episode 2: Coffee and Tea Are Different; Long Term Care and Health Care Are Different Too

Learn about the basics of Long Term Care Planning. You will be informed and surprised by the end of this episode.
Listen & Read More

Episode 1: Strategy, Not Product, in Planning

Emotions Cost Money, Discipline Makes Money.
Listen & Read More