In this episode Brian and Blake discuss Dimensional Funds introduction of Exchange Traded Funds. They explore how this and other recent  developments will impact our approach to portfolio construction aligned with the best thinking of our new Allworth investment team.

Mind Over Money

Investment Update

On this episode of Mind Over Money, Brian and Blake have a conversation with Allworth Co-CEO Scott Hanson about the merger and all things Allworth Financial, past, present and future. 

Allworth Co-CEO Scott Hanson and Pathways Team

We are excited to announce that Pathways Financial Partners will be joining forces with Allworth Financial. Brian and Blake will continue to work for our clients and have access to more resources.

The Importance of Having a Succession Plan

This election cycle has many investors worried about financial markets here in the US and across the globe.  Brian and Blake take a look at past elections and share insights on what we may see in the days and weeks ahead.Show Notes:https://americas.vanguard.com/institutional/articles/research-commentary/investing/us-elections-investors.htmhttps://www.dimensional.com/us-en/insights/highlights-what-history-tells-us-about-elections-and-the-markethttps://www.schwab.com/resource-center/insights/content/stock-market-performance-presidential-election-yearshttps://awealthofcommonsense.com/2017/03/does-the-stock-market-care-who-the-president-is/

Trump vs. Biden, Does the Stock Market Care?

On this week’s Mind Over Money, Brian and Blake discuss the stock market breaking through to new record-highs amidst the global pandemic.  Tune in to find out the value of having a disciplined investment strategy that helps keep emotions in check when markets get choppy.

Stocks vs The Economy, Why the Disconnect?

In this episode of Mind over Money Brian and Blake dive into the topic of inflation and its relationship with bonds.

Bonds and Inflation

As the United States begins reopening, Brian and Blake shed some light on The CARES Act and recent upswing in capital markets.

CARES Act and Market Updates

As the pandemic continues and markets become volatile, Brian and Blake offer their perspective.

Keeping Your Sanity During the Pandemic

Stocks have entered Bear Market territory and everyone is talking about Coronavirus.  Brian and Blake weigh in on the recent sell off and try to shed light on why it is important to have a plan and stick with it, especially in times like these.

Manic Monday, and the Coronavirus

In this week's episode, Blake and Brian discuss Estate Planning! Information on the passing of assets to heirs and precautions you can take to set up the next generation for success! Tune in to learn more.

Estate Planning!

In this episode your hosts Brian and Blake discuss the SECURE Act of 2019. The biggest impact for most investors will be felt in their IRA’s.  Tune in to learn about how these changes will affect your IRA, your Required Minimum Distributions and how we may all  feel the pinch of higher taxes over the next few years.

Tax changes in 2020 - the SECURE Act

In this episode we continue our exploration of the many choices and often complex strategies available to retirees.   Tune in to learn more about smart moves available to everyone either contemplating or already in retirement.

Retirement Income Planning Part 2

Today we'll be discussing common myths and misconceptions about planning for retirement. Tune in learn more about retiring with confidence.

Retirement Income Planning Part 1

In this week’s episode, we take a deep dive into the challenges of being a global investor.  Does it still make sense to invest outside the US?  Can owning Emerging Markets help your return?  Check out this episode to find out!

Performance Through the Decades

In this week’s episode, Brian and Blake explore some most common behaviors tendencies that get in the way of successful investing. From overconfidence to FOMO and everything in between we share our insights and a few tips to help you stay on track

Behavioral Biases

Mind Over Money is an original podcast co-hosted by veteran financial adviser Brian Murphy and Certified Financial Planner, Blake Davelaar. In each episode, Brian and Blake share experiences and insights on timely topics from financial planning to investing for retirement and how to avoid getting sucked in by Wall Street and mainstream media. Join them as they share insights, wit and wisdom to help investors make smart decisions.

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Mind Over Money

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