by Sage Planning Solutions
Welcome to Sage Planning Solutions your go-to podcast for demystifying the complex world of financial markets, investing, and risk management. Join us as we embark on a journey to unravel the mysteries of financial planning. In each episode, our hosts will walk you through the intricacies of investing and share practical tips on risk management. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC
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Publishing Since
1/21/2024
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March 3, 2026
Sage Planning Solutions' host, [Host Name], interviews [Guest Name, Credential] to reveal how math, not market narratives, drives investment returns, offering insights into earnings and diversification.
December 11, 2025
Senior Portfolio Manager David Cox analyzes market dynamics, real estate trends, and investment strategies, emphasizing global economic shifts and generational wealth transfer in this interview.
December 8, 2025
Portfolio Manager James Abate analyzes the MAG 7's influence on the S&P 500 and its implications for investor diversification strategies heading into 2026 in this interview episode.
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
David Cox
Guest
James Abate
Guest
Bob Stein
Guest
Julie Ann Soward
Guest
Dr Mike
Guest
Michael Gayed
Guest
Mark Zinder
Guest
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Welcome to Sage Planning Solutions your go-to podcast for demystifying the complex world of financial markets, investing, and risk management. Join us as we embark on a journey to unravel the mysteries of financial planning.
In each episode, our hosts will walk you through the intricacies of investing and share practical tips on risk management.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC
This podcast updates bi-weekly.
This podcast is available on 6 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Information about guest appearances is not available.
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