Advisor Success Series
by Freedom Investment Management, Inc.
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On the show
From 10 epsHost
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Recent episodes
Reassessing Portfolio Strategies in the Post-COVID/AI Buildout Environment - A Conversation with Som Priestly, T. Rowe Price
Mar 5, 2026
34m 59s
Special Episode: Trends in Retirement Income Planning and Planning Tips for Advisors - A Conversation with Sheryl O'Connor and Phil Lubinsky, IncomeConductor
Feb 4, 2026
39m 21s
Identifying the Intersections - A Framework for Macro Investing with Sam Rines, WisdomTree Investments
Jan 28, 2026
43m 11s
ETF Industry Update: The Good, the Bad, and the Interesting - A Conversation with Dave Nadig, ETF.com
Nov 12, 2025
47m 50s
Looking Past Subprime Credit Headlines - A Conversation with JoAnne Bianco, BondBloxx
Nov 3, 2025
22m 02s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 3/5/26 | portfolio strategiespost-COVID investing+5 | Som Priestly | T. Rowe PriceFreedom Investment Management, Inc. | — | portfolio strategiesartificial intelligence+5 | — | 34m 59s | ||
| 2/4/26 | retirement income planningfinancial projections+4 | Sheryl O'ConnorPhil Lubinski | IncomeConductor | — | retirementincome planning+6 | — | 39m 21s | ||
| 1/28/26 | macro investinggeopolitical policies+3 | Sam Rines | WisdomTree | EuropeAsia | macro strategistinvestment strategies+3 | — | 43m 11s | ||
| 11/12/25 | ETF industryproduct development+4 | Dave Nadig | ETF.comFreedom Investment Management, Inc. | — | ETFproduct development+5 | — | 47m 50s | ||
| 11/3/25 | subprime creditinvestment strategy+3 | JoAnne Bianco | BondBloxxFreedom Investment Management, Inc.+1 | — | subprime creditinvestment opportunities+3 | — | 22m 02s | ||
| 10/23/25 | lifetime incomeinvestment programs+3 | David BlanchettDaniel Gutman | Prudential FinancialRetirees: Doing Better with Less | — | lifetime incomeinvestment management+3 | — | 36m 28s | ||
| 8/20/25 | geopolitical themesETF product development+3 | Jeremy Schwartz | WisdomTree Investments | — | geopolitical alphaETF landscape+3 | — | 33m 18s | ||
| 4/8/25 | market volatilityinvestment strategy+3 | Phil McInnis | Avantis Investors | — | market volatilityinvestment strategy+4 | — | 30m 47s | ||
| 2/26/25 | small cap valueinvestment performance+3 | Wes Crill | Dimensional Fund AdvisorsFama/French | U.S. | small cap valueinvestment performance+5 | — | 25m 06s | ||
| 12/6/24 | thematic investing2025 outlook+4 | Jay Jacobs | BlackRockFreedom Investment Management, Inc. | — | thematic investingBlackRock+5 | — | 33m 57s |
Showing 10 of 10
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