Under the Hood

About Under the Hood

Welcome to the Unified Trust Under the Hood podcast series, where we take a look at what’s driving the financial world.

Publisher

Unified Trust

Category

business

Language

en

Explicit

No

First episode

29 Mar 2018

Latest episode

4 Jan 2021

Latest episodes

16 episodes in the feed.

1. 

   4 Jan 2021

   Ep. 17: Market Outlook

   In this episode, host Kevin Avent is joined by Chief Investment Officer, Kevin Freehardt, and Fiduciary Investment Advisor/Director of Sales and Career Development, Billy Lanter, to share insights on the markets post-election and thoughts on 2021.. The information presented is the opinion of the author. The author’s opinion is not necessarily shared by Unified Trust, A Division of American Trust Company (“Unified”). Data and analysis presented are subject to change due to changing circumstances. Additionally, neither Unified nor the author warrant or guarantee the accuracy of such data or the opinions and analysis derived from such data. Furthermore, neither Unified nor the author is responsible as an expert for what readers do with the information presented. Unified and the author are not responsible for any consequences of republishing the content herein presented on any other website or media without permission. Nothing in the information presented is intended to be a solicitation to take any particular action or refrain from action regarding any investment or other product. Finally, the information presented is solely intended to be educational and informative and is not intended to constitute legal, investment, or financial advice.

2. 

   15 Oct 2020

   Ep 16: Unified Trust Joins American Trust

   In this episode, host Kevin Avent is joined by Unified Trust Founder and CEO, Dr. Gregory Kasten, to discuss the recent merger with American Trust Company. The information presented is the opinion of the author. The author’s opinion is not necessarily shared by Unified Trust Company, N.A. (“Unified”). Data and analysis presented are subject to change due to changing circumstances. Additionally, neither Unified nor the author warrant or guarantee the accuracy of such data or the opinions and analysis derived from such data. Furthermore, neither Unified nor the author is responsible as an expert for what readers do with the information presented. Unified and the author are not responsible for any consequences of republishing the content herein presented on any other website or media without permission. Nothing in the information presented is intended to be a solicitation to take any particular action or refrain from action regarding any investment or other product. Finally, the information presented is solely intended to be educational and informative and is not intended to constitute legal, investment, or financial advice.

3. 

   14 Sept 2020

   Ep 15: CARES Act

   In this episode, host Kevin Avent is joined by Fiduciary Investment Advisor, John Deglow, and founder and President of Hanna Resource Group, Lyle Hanna, to discuss the CARES Act. The information presented is the opinion of the author. The author’s opinion is not necessarily shared by Unified Trust Company, N.A. (“Unified”). Data and analysis presented are subject to change due to changing circumstances. Additionally, neither Unified nor the author warrant or guarantee the accuracy of such data or the opinions and analysis derived from such data. Furthermore, neither Unified nor the author is responsible as an expert for what readers do with the information presented. Unified and the author are not responsible for any consequences of republishing the content herein presented on any other website or media without permission. Nothing in the information presented is intended to be a solicitation to take any particular action or refrain from action regarding any investment or other product. Finally, the information presented is solely intended to be educational and informative and is not intended to constitute legal, investment, or financial advice.

4. 

   8 Jul 2020

   Ep 14: Estate Planning and Charitable Giving

   In this episode, host and Managing Director of Wealth Management, Kevin Avent, is joined by Fiduciary Investment Advisors Karen McIntyre and Patrick Meyer to discuss how to plan your estate and the importance of giving, especially in these unprecedented times. For more information on estate planning and charitable giving, check out our blogs Top 4 Tips on Estate Planning (https://www.unifiedtrust.com/blog/detail/unified-trust-blog/2020/07/08/top-4-tips-for-estate-planning) and Fall Financial Planning (https://www.unifiedtrust.com/blog/detail/unified-trust-blog/2019/10/17/fall-financial-planning). The information presented is the opinion of the author. The author’s opinion is not necessarily shared by Unified Trust Company, N.A. (“Unified”). Data and analysis presented are subject to change due to changing circumstances. Additionally, neither Unified nor the author warrant or guarantee the accuracy of such data or the opinions and analysis derived from such data. Furthermore, neither Unified nor the author is responsible as an expert for what readers do with the information presented. Unified and the author are not responsible for any consequences of republishing the content herein presented on any other website or media without permission. Nothing in the information presented is intended to be a solicitation to take any particular action or refrain from action regarding any investment or other product. Finally, the information presented is solely intended to be educational and informative and is not intended to constitute legal, investment, or financial advice.

5. 

   11 Jun 2020

   Ep 13: Income Tax FAQs

   The new tax deadline is July 15th and we have retired CPA and Board Member, Chris Anderson, joining us to discuss some FAQs and some changes from the recently SECURE Act. The information presented is the opinion of the author. The author’s opinion is not necessarily shared by Unified Trust Company, N.A. (“Unified”). Data and analysis presented are subject to change due to changing circumstances. Additionally, neither Unified nor the author warrant or guarantee the accuracy of such data or the opinions and analysis derived from such data. Furthermore, neither Unified nor the author is responsible as an expert for what readers do with the information presented. Unified and the author are not responsible for any consequences of republishing the content herein presented on any other website or media without permission. Nothing in the information presented is intended to be a solicitation to take any particular action or refrain from action regarding any investment or other product. Finally, the information presented is solely intended to be educational and informative and is not intended to constitute legal, investment, or financial advice.

6. 

   20 May 2020

   Ep 12: The Market Impact of the Coronavirus Pt II

   How does the current crisis compare with prior recessions? If the economy’s so bad, why are stock markets rallying? What does a recovery look like and what do the various letter shaped recovery examples mean? What’s the most likely scenario moving forward for markets and the economy? In this podcast discussion, Managing Director of Wealth Management, Kevin Avent, is joined by Fiduciary Investment Advisor, Billy Lanter, to answer these questions and discuss the continued market impact of the coronavirus. The information presented is the opinion of the author. The author’s opinion is not necessarily shared by Unified Trust Company, N.A. (“Unified”). Data and analysis presented are subject to change due to changing circumstances. Additionally, neither Unified nor the author warrant or guarantee the accuracy of such data or the opinions and analysis derived from such data. Furthermore, neither Unified nor the author is responsible as an expert for what readers do with the information presented. Unified and the author are not responsible for any consequences of republishing the content herein presented on any other website or media without permission. Nothing in the information presented is intended to be a solicitation to take any particular action or refrain from action regarding any investment or other product. Finally, the information presented is solely intended to be educational and informative and is not intended to constitute legal, investment, or financial advice.

7. 

   29 Jan 2020

   Ep 10: Wealth Management 2020 Investment Update

   After a great year in 2019, what can we expect with the new year? In this podcast discussion, Managing Director of Wealth Management Kevin Avent is joined by Chad Sturgill, Wealth Management Senior Portfolio Manager, and Billy Lanter, Fiduciary Investment Advisor, to discuss our views on the economy and capital markets for the year. The information presented is the opinion of the author. The author’s opinion is not necessarily shared by Unified Trust Company, N.A. (“Unified”). Data and analysis presented are subject to change due to changing circumstances. Additionally, neither Unified nor the author warrant or guarantee the accuracy of such data or the opinions and analysis derived from such data. Furthermore, neither Unified nor the author is responsible as an expert for what readers do with the information presented. Unified and the author are not responsible for any consequences of republishing the content herein presented on any other website or media without permission. Nothing in the information presented is intended to be a solicitation to take any particular action or refrain from action regarding any investment or other product. Finally, the information presented is solely intended to be educational and informative and is not intended to constitute legal, investment, or financial advice.

8. 

   18 Dec 2019

   Ep 9: AI and Robotics

   Artificial Intelligence may sound like science fiction but it's rapidly expanding in our everyday lives. In this podcast, Kevin Avent, Billy Lanter and Mike Samford discuss what AI is, how it impacts us in life and in finance and is it something we should fear. The information presented is the opinion of the author. The author’s opinion is not necessarily shared by Unified Trust Company, N.A. (“Unified”). Data and analysis presented are subject to change due to changing circumstances. Additionally, neither Unified nor the author warrant or guarantee the accuracy of such data or the opinions and analysis derived from such data. Furthermore, neither Unified nor the author is responsible as an expert for what readers do with the information presented. Unified and the author are not responsible for any consequences of republishing the content herein presented on any other website or media without permission. Nothing in the information presented is intended to be a solicitation to take any particular action or refrain from action regarding any investment or other product. Finally, the information presented is solely intended to be educational and informative and is not intended to constitute legal, investment or financial advice.

9. 

   4 Sept 2019

   Ep 8: Financial Myths

   Ready to have some myths busted? In this podcast, Kevin Avent, Karen McIntyre and John Deglow take some common myths in the financial world and prove fact or fiction. The information presented is the opinion of the author. The author’s opinion is not necessarily shared by Unified Trust Company, N.A. (“Unified”). Data and analysis presented are subject to change due to changing circumstances. Additionally, neither Unified nor the author warrant or guarantee the accuracy of such data or the opinions and analysis derived from such data. Furthermore, neither Unified nor the author is responsible as an expert for what readers do with the information presented. Unified and the author are not responsible for any consequences of republishing the content herein presented on any other website or media without permission. Nothing in the information presented is intended to be a solicitation to take any particular action or refrain from action regarding any investment or other product. Finally, the information presented is solely intended to be educational and informative and is not intended to constitute legal, investment or financial advice.

10. 

    23 May 2019

    Ep 7: Financial Literacy

    A lot of life is about relationships. Being able to communicate about finances is critical to healthy relationships, especially when it comes to marriage and children. In this podcast, Managing Director of Wealth Management Kevin Avent is joined by Fiduciary Investment Advisors Angela Coleman and Billy Lanter to discuss how, and when, to talk with your family about managing money. The information presented is the opinion of the author. The author’s opinion is not necessarily shared by Unified Trust Company, N.A. (“Unified”). Data and analysis presented are subject to change due to changing circumstances. Additionally, neither Unified nor the author warrant or guarantee the accuracy of such data or the opinions and analysis derived from such data. Furthermore, neither Unified nor the author is responsible as an expert for what readers do with the information presented. Unified and the author are not responsible for any consequences of republishing the content herein presented on any other website or media without permission. Nothing in the information presented is intended to be a solicitation to take any particular action or refrain from action regarding any investment or other product. Finally, the information presented is solely intended to be educational and informative and is not intended to constitute legal, investment or financial advice.

11. 

    15 Apr 2019

    Ep 6: Wealth Management Investment Update

    Is the economy going to finally dip into recession? Will the stock market finish up or down in 2019? In this podcast discussion, Managing Director of Wealth Management Kevin Avent is joined by Chad Sturgill, Wealth Management Senior Portfolio Manager, and Andrew Windsor, Retirement Investment Analyst, to discuss our views on the economy and capital markets for the year. The information presented is the opinion of the author. The author’s opinion is not necessarily shared by Unified Trust Company, N.A. (“Unified”). Data and analysis presented are subject to change due to changing circumstances. Additionally, neither Unified nor the author warrant or guarantee the accuracy of such data or the opinions and analysis derived from such data. Furthermore, neither Unified nor the author is responsible as an expert for what readers do with the information presented. Unified and the author are not responsible for any consequences of republishing the content herein presented on any other website or media without permission. Nothing in the information presented is intended to be a solicitation to take any particular action or refrain from action regarding any investment or other product. Finally, the information presented is solely intended to be educational and informative and is not intended to constitute legal, investment or financial advice.

12. 

    15 Feb 2019

    Ep 5: Behaviors, Biases and Blunders

    It's easy to stay the course when the market is up but what do you do when the market goes down? This podcast highlights some of the most common behaviors, biases and blunders investors tend to make when things get volatile. In this podcast discussion, Managing Director of Wealth Management, Kevin Avent is joined by Fiduciary Investment Advisor, Billy Lanter, to discuss investor behaviors. The information presented is the opinion of the author. The author’s opinion is not necessarily shared by Unified Trust Company, N.A. (“Unified”). Data and analysis presented are subject to change due to changing circumstances. Additionally, neither Unified nor the author warrant or guarantee the accuracy of such data or the opinions and analysis derived from such data. Furthermore, neither Unified nor the author is responsible as an expert for what readers do with the information presented. Unified and the author are not responsible for any consequences of republishing the content herein presented on any other website or media without permission. Nothing in the information presented is intended to be a solicitation to take any particular action or refrain from action regarding any investment or other product. Finally, the information presented is solely intended to be educational and informative and is not intended to constitute legal, investment or financial advice.

13. 

    12 Dec 2018

    Ep 4: What It Means to Be a Fiduciary

    Many financial institutions tend to avoid fiduciary status because they want to avoid the liability of being a fiduciary and the transparency that comes with it. In this podcast discussion, Managing Director of Wealth Management, Kevin Avent is joined by Fiduciary Investment Advisor, Angela Coleman, to discuss what it means to be a fiduciary. The information presented is the opinion of the author. The author’s opinion is not necessarily shared by Unified Trust Company, N.A. (“Unified”). Data and analysis presented are subject to change due to changing circumstances. Additionally, neither Unified nor the author warrant or guarantee the accuracy of such data or the opinions and analysis derived from such data. Furthermore, neither Unified nor the author is responsible as an expert for what readers do with the information presented. Unified and the author are not responsible for any consequences of republishing the content herein presented on any other website or media without permission. Nothing in the information presented is intended to be a solicitation to take any particular action or refrain from action regarding any investment or other product. Finally, the information presented is solely intended to be educational and informative and is not intended to constitute legal, investment or financial advice.

14. 

    23 Oct 2018

    Ep 3: Planning for Retirement

    Ep 3: Planning for Retirement Whether you want to travel the world or stay close to home, your retirement should be exactly what you want it to be. This is a time for you to enjoy all that you have worked for without having to worry about your funds running out. In this podcast discussion, Managing Director of Wealth Management, Kevin Avent is joined by Director of Wealth Management Client Services, Patrick Meyer, to discuss planning for a retirement with a reliable and sustainable income stream. The information presented is the opinion of the author. The author’s opinion is not necessarily shared by Unified Trust Company, N.A. (“Unified”). Data and analysis presented are subject to change due to changing circumstances. Additionally, neither Unified nor the author warrant or guarantee the accuracy of such data or the opinions and analysis derived from such data. Furthermore, neither Unified nor the author is responsible as an expert for what readers do with the information presented. Unified and the author are not responsible for any consequences of republishing the content herein presented on any other website or media without permission. Nothing in the information presented is intended to be a solicitation to take any particular action or refrain from action regarding any investment or other product. Finally, the information presented is solely intended to be educational and informative and is not intended to constitute legal, investment or financial advice.

15. 

    5 Sept 2018

    Ep 2: Fear and Uncertainty

    "What will happen if...?" This is a question we get often regarding the impact of current events. Trying to plan for the future when many factors in the world are unknown can lead to much fear and uncertainty. In this podcast discussion, Managing Director of Wealth Management, Kevin Avent is joined by Fiduciary Investment Advisor, John Deglow to discuss current fears and uncertainties in the marketplace. The information presented is the opinion of the author. The author’s opinion is not necessarily shared by Unified Trust Company, N.A. (“Unified”). Data and analysis presented are subject to change due to changing circumstances. Additionally, neither Unified nor the author warrant or guarantee the accuracy of such data or the opinions and analysis derived from such data. Furthermore, neither Unified nor the author is responsible as an expert for what readers do with the information presented. Unified and the author are not responsible for any consequences of republishing the content herein presented on any other website or media without permission. Nothing in the information presented is intended to be a solicitation to take any particular action or refrain from action regarding any investment or other product. Finally, the information presented is solely intended to be educational and informative and is not intended to constitute legal, investment or financial advice.

16. 

    29 Mar 2018

    Ep 1: What is Bitcoin

    Bitcoin is such a popular topic yet very few people actually understand it. If you type into a search engine two words, ‘what is’ the very first thing that comes up is bitcoin. What is bitcoin? In this podcast discussion, Managing Director of Wealth Management, Kevin Avent is joined by Fiduciary Investment Advisor, Billy Lanter, and Associate Portfolio Manager, Corey Monin, to discuss Bitcoin. The information presented is the opinion of the author. The author’s opinion is not necessarily shared by Unified Trust Company, N.A. (“Unified”). Data and analysis presented are subject to change due to changing circumstances. Additionally, neither Unified nor the author warrant or guarantee the accuracy of such data or the opinions and analysis derived from such data. Furthermore, neither Unified nor the author is responsible as an expert for what readers do with the information presented. Unified and the author are not responsible for any consequences of republishing the content herein presented on any other website or media without permission. Nothing in the information presented is intended to be a solicitation to take any particular action or refrain from action regarding any investment or other product. Finally, the information presented is solely intended to be educational and informative and is not intended to constitute legal, investment or financial advice.

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Apple Podcasts (US)

4.5 / 5

2 ratings

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Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.