Fryar Financial Forum

About Fryar Financial Forum

Fryar Financial Financial Forum is where clarity meets strategy for people who want to build wealth with purpose, confidence, and intention. Hosted by Marcus Fryar, a seasoned CERTIFIED FINANCIAL PLANNER™ and trusted advisor to professionals, families, and high‑net‑worth investors, this podcast cuts through the noise to deliver practical guidance you can actually use. Each episode brings you inside the conversations that shape real financial lives—covering everything from retirement income planning and tax‑smart investing to legacy design, risk management, and the behavioral side of money. Marcus blends technical expertise with a calm, client‑centered approach, helping listeners understand not just what to do, but why it matters for the future they’re building. Whether you’re navigating a major life transition, preparing for retirement, or simply seeking a more intentional approach to your finances, the Fryar Financial - Financial Forum gives you the tools, insights, and frameworks to make confident decisions that align with your values and long‑term vision. This isn’t about hype, shortcuts, or speculation. It’s about stewardship, strategy, and building wealth that lasts. Tune in for conversations that empower you to grow, protect, and pass on your wealth—with clarity and confidence.

Publisher

Marcus Fryar

Category

business

Language

en

Explicit

No

First episode

6 Jan 2026

Latest episode

14 Oct 2026

Latest episodes

37 episodes in the feed.

1. 

   14 Oct 2026

   The TRUE State of Social Security (Episode 37)

   The conversation delves into the current state of financial markets and the intricacies of Social Security, emphasizing the importance of informed financial planning amidst market volatility and demographic challenges. Takeaways Market resilience amidst volatility Social Security requires strategic planning Chapters 00:00 Market Resilience Amidst Volatility 08:07 Earnings Season Insights 15:00 Understanding Social Security Challenges

2. 

   30 Sept 2026

   How to Unwind a Concentrated Position with Tax Efficiency (Episode 36)

   The conversation discusses the current state of financial markets, focusing on the impact of rising treasury yields, inflation, and geopolitical factors, particularly in the Middle East. It also introduces the concept of Section 351 ETF conversions as a strategy for investors to manage concentrated positions without incurring immediate capital gains taxes. Takeaways Market resilience amidst rising yields Section 351 ETF conversions explained Chapters 00:00 Market Overview and Trends 04:41 The Impact of Rising Treasury Yields 06:00 Geopolitical Factors and Energy Markets 07:04 The Evolving Landscape of AI Investments 08:54 Understanding Section 351 ETF Conversions 17:04 Strategic Planning for Investors

3. 

   2 Sept 2026

   Stress Testing Your Plan for Long-Term Care Cost (Episode 35)

   The podcast covers market performance, AI-driven earnings, inflation progress, and long-term care planning. It delves into the impact of long-term care on retirement and the importance of planning for it. The conversation also emphasizes the need for a retirement strategy that protects wealth, independence, and family in the event of long-term care needs. Takeaways AI-driven earnings Inflation progress Long-term care planning Chapters 00:00 Markets in Motion 01:44 Finance and Focus 07:14 Wealth Wisdom Workshop